Format Text Fields
OVERVIEW
Format your fields to capitalize first letters, lower case all letters, capitalize the first letter of each word, or uppercase all letters.
INTEGRATIONS NEEDED FOR FORMAT TEXT FIELDS
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Format Text Fields Configuration Options
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In this section, you will find the options for building your Format Text Fields tool. Follow along in your PlusThis app, or by viewing the numbered step in the screenshots.
1
Which fields do you want to format?
In the drop-down, select the fields you would like the text formatted in.
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
How would you like to format the selected fields?
In the drop-down, select how you would like the field formatted from the below options:
- Capitalize the first letter of each word
- Lowercase the first letter only
- Lowercase all letters
- Uppercase all letters
- Capitalize the first letter of each word
- Lowercase the first letter only
- Lowercase all letters
- Uppercase all letters
3
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.
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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