Make a Note
OVERVIEW
Use this tool to create a note using data populated from a contact's field value. This is very useful for after a phone call to transfer notes.
INTEGRATIONS NEEDED FOR MAKE A NOTE
You are currently viewing this content for Keap.
Make a Note is only available on Keap.
Make a Note Configuration Options
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In this section, you will find the options for building your Make a Note tool. Follow along in your PlusThis app, or by viewing the numbered step in the screenshots.
1
Note Subject
Enter a subject that you would like your created notes to have.
2
Include this text at the beginning of the note:
If there is any text that you would like included at the beginning of each note, enter that text here.
3
Populate the note body with the data in the following fields:
In the drop-down, select the field that you would like the note body to be populated with.
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.
4
Clear field after creating note
By default, this check-box will be unchecked. If you would like the field cleared out after the note has been created, check this box.
5
Note Type:
From the drop-down, select the Note Type that you would like the note to be classified as.
6
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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