Cycler
OVERVIEW
When you have multiple lead gen offers, but don’t want to flood your contacts with multiple emails a day for separate lead gen opportunities, you can use Cycler.
INTEGRATIONS NEEDED FOR CYCLER
You are currently viewing this content for Keap.
Cycler is only available on Keap.
Cycler Configuration Options
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Cycle these sequences
In this section, you will find the options for building your Cycler tool. Follow along in your PlusThis app, or by viewing the numbered step in the screenshots.
1
Sequence Name
Click on the "Sequence Name" to input a name for this sequence step in your PlusThis Cycler tool.
This name will not be carried over to your CRM app, and is only for use inside of this PlusThis tool.
This name will not be carried over to your CRM app, and is only for use inside of this PlusThis tool.
2
Interest Tag:
Select a tag to indicate interest in receiving the sequence. This tag would have already been applied to the contact before they go through this tool.
3
Start Sequence Tag:
Select the tag that starts the sequence in your Campaign. This is the tag that PlusThis will apply to the contact when they have the associated interest tag
4
Priority #
These sequences are evaluated in order from top to bottom. As such, you can click and drag on the Priority # section to re-order your sequences in the order of priority you would like them to be evaluated.
5
New Sequence
Click the "New Sequence" button to populate a new sequence to configure.
Follow steps 1-4 for each additional sequence you populate.
Follow steps 1-4 for each additional sequence you populate.
6
If this tag is applied, skip everything:
In the drop-down, select a tag for PlusThis to check against when the tool is run. If the tag is applied to the contact then PlusThis will skip everything in the tool.
If you do not have a tag created already, you can create a tag by clicking on the plus (+) symbol on the right-hand side of the tag selector.
If you do not have a tag created already, you can create a tag by clicking on the plus (+) symbol on the right-hand side of the tag selector.
7
Apply this tag when all steps are completed:
In the drop-down, select a tag to apply once all sequences have been completed.
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FAQs / Tips
Implementation Types
HTTP Post
Run your tool virtually anywhere in your campaign using an HTTP post element.
1
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.
2
Decide where in your campaign you want to trigger this Tool. It can be part of virtually any Campaign Sequence.
3
In the Campaign Sequence, place a "Send HTTP Post" action where you want to run the Tool.
4
Use the Tool URL, provided above, in the "POST URL" field of the HTTP Post.
5
Leave the default "Name / Value Pairs" as is. There should be an entry that looks like this: contactId = ~Contact.Id~
6
Leave the Merge Fields as is. PlusThis gets all of the data necessary to run from the Contact Id Name / Value pair.
7
Mark the HTTP Post (and Sequence) as "Ready".
8
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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