Contact Locator
OVERVIEW
Using information gathered via IP Geolocation to update a contact record’s City, State, Postal Code and Country. You can also store a contact’s Timezone, IP Address, Latitude and Longitude.
INTEGRATIONS NEEDED FOR CONTACT LOCATOR
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Contact Locator Configuration Options
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In this section, you will find the options for building your Contact Locator tool. Follow along in your PlusThis app, or by viewing the numbered step in the screenshots.
1
Save the IP address:
If you would like to store the IP address, select what field on the contact you’d like to populate.
If you do not have a field created already, you can create a field by clicking on the plus (+) symbol on the right-hand side of the field selector.
If you do not have a field created already, you can create a field by clicking on the plus (+) symbol on the right-hand side of the field selector.
2
Save the Timezone:
If you would like to store the timezone, select what field on the contact you’d like to populate.
3
Save the Country:
If you would like to store the country, select what field on the contact you’d like to populate.
4
Save the State/Region:
If you would like to store the state/region, select what field on the contact you’d like to populate.
5
Save the City:
If you would like to store the city, select what field on the contact you’d like to populate.
6
Save the Postal Code:
If you would like to store the postal code, select what field on the contact you’d like to populate.
7
Save the Latitude:
If you would like to store the latitude, select what field on the contact you’d like to populate.
In order to preserve accuracy latitude/longitude values will be stored in text fields.
In order to preserve accuracy latitude/longitude values will be stored in text fields.
8
Save the Longitude:
If you would like to store the longitude, select what field on the contact you’d like to populate.
In order to preserve accuracy latitude/longitude values will be stored in text fields.
In order to preserve accuracy latitude/longitude values will be stored in text fields.
9
After the contact's location is determined...
Select if you would like to:
- Do Nothing
- Apply a Tag
- Trigger an API Goal
- Do Nothing
- Apply a Tag
- Trigger an API Goal
10
If you selected "Apply a Tag" or "Trigger an API Goal"
Apply a Tag: Then select which tag you would like applied after the location has been determined
Trigger an API Goal: Then configure the API Goal you would like triggered after the location has been determined
Trigger an API Goal: Then configure the API Goal you would like triggered after the location has been determined
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Additional Options and Save
11
Overwrite existing values
By default, this toggle is set to "off", however, if you would like to update fields that already have a value with the newly found value.
12
Disable contact id verification
By default, this toggle is set to "Off", however, if you would like to disable the contact id verification (which would allow you to use the locator on platforms that don't expose contact id), you can switch the toggle over to "On".
Keep in mind that disabling the Contact Id Verification is less secure and less accurate than having it enabled. This is due to the fact that we will only be looking up contacts by email, rather than the email and id combo - and if there are multiple contacts that exist in app with the same email address, we will pick the oldest (ie. first created) contact with that email address.
Keep in mind that disabling the Contact Id Verification is less secure and less accurate than having it enabled. This is due to the fact that we will only be looking up contacts by email, rather than the email and id combo - and if there are multiple contacts that exist in app with the same email address, we will pick the oldest (ie. first created) contact with that email address.
13
Get the IP address from a field on a contact record?
By default, this toggle is set to "Yes". As such, it provides you a PlusThis Tool URL for use in your Campaign which allows you to determine the location base on an IP address stored on a field on the contact record.
If you do not want this functionality enabled, simply switch this toggle over to "No"
If you leave this option enabled, you will want to select which field on the contact that the IP address is stored in.
If you do not want this functionality enabled, simply switch this toggle over to "No"
If you leave this option enabled, you will want to select which field on the contact that the IP address is stored in.
14
Tool Name
Enter a name for your tool in this field. The name is solely for use inside of PlusThis, and will not be visible to customers.
"Need to Know" Items for Contact Locator
Data gathered via IP Geolocation is not 100% accurate. The data tends to be most accurate at the Country and State level.
Keep in mind that disabling the Contact Id Verification is less secure and less accurate than having it enabled. This is due to the fact that we will only be looking up contacts by email, rather than the email and id combination - and if there are multiple contacts that exist in you CRM app with the same email address, we will pick the oldest (ie. First created) contact with that email address.
FAQs / Tips
Implementation Types
HTTP Post
Locate your contact from an IP Address that has been stored on the contact's record.
1
In the tool configuration, enable the ‘Get the IP address from a field on a contact record?’ option in the Additional Options area.
2
This Tool should be triggered by an "HTTP Post" from Infusionsoft. This can be done using the Campaign Builder's "Send HTTP Post" option found on the left hand side of the sequence builder, under the "Process" section.
3
Decide where in your campaign you want to trigger this Tool. It can be part of virtually any Campaign Sequence.
4
In the Campaign Sequence, place a "Send HTTP Post" action where you want to run the Tool.
5
Use the Tool URL, provided above, in the "POST URL" field of the HTTP Post.
6
Leave the default "Name / Value Pairs" as is. There should be an entry that looks like this: contactId = ~Contact.Id~
7
Leave the Merge Fields as is. PlusThis gets all of the data necessary to run from the Contact Id Name / Value pair.
8
Mark the HTTP Post (and Sequence) as "Ready".
9
Publish your campaign changes and test! The "Send Test" button in Infusionsoft is not a good way to test PlusThis Tools. Instead, create a test contact record and push that record through the appropriate sequence.
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My Website
Locate your contact when they arrive on a page.
1
On the Usage and Instructions page, copy the code under the ‘My Website’ tab.
2
Embed the code in an HTML element on your page. Best practice is to embed it higher on your page so it loads first.
3
Be sure to pass contact details to the page the Contact Locator is embedded on. You can do this using the link generator, or by passing details through an Infusionsoft webform submission.
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Thank You Page
Locate your contact when they arrive on a Thank You page.
1
On the Usage and Instructions page, copy the code under the ‘Infusionsoft Hosted Thank You Page’ tab.
2
In Infusionsoft, open your webform settings, and click open the Thank-You page tab. Embed the code on the Thank You page. Best practice is to embed it higher on your page so it loads first.
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Memberium
Locate your contact when they arrive on a Memberium page.
1
On the Usage and Instructions page, copy the code under the Memberium tab.
2
Embed the code in an HTML element on your page. Best practice is to embed it higher on your page so it loads first.
3
IMPORTANT: Be sure to embed this tool on Gated-Only pages that requires the contact to be logged in to view the page.
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CustomerHub
Locate your contact when they arrive on a CustomerHub page.
1
On the Usage and Instructions page, copy the code under the CustomerHub tab.
2
Embed the code in an HTML element on your page. Best practice is to embed it higher on your page so it loads first.
3
IMPORTANT: Be sure to embed this tool on Gated-Only pages that requires the contact to be logged in to view the page.
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iMember360
Locate your contact when they arrive on a iMember360 page.
1
On the Usage and Instructions page, copy the code under the iMember360 tab.
2
Embed the code in an HTML element on your page. Best practice is to embed it higher on your page so it loads first.
3
IMPORTANT: Be sure to embed this tool on Gated-Only pages that requires the contact to be logged in to view the page.
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Related Campaigns
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