Run an Action Set
OVERVIEW
This tool allows for you to run an action set on a contact through your automation.
INTEGRATIONS NEEDED FOR RUN AN ACTION SET
You are currently viewing this content for Keap.
Run an Action Set is only available on Keap.
Run an Action Set Configuration Options
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In this section, you will find the options for building your Run an Action Set tool. Follow along in your PlusThis app, or by viewing the numbered step in the screenshots.
1
Enter the ID of the Action Set you want to run
In this field, enter the ID of the Action Set that you would like us to run when the contact triggers this tool.
2
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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