Set Field

OVERVIEW

Copy data between fields or set a fields to a static value.  

INTEGRATIONS NEEDED FOR SET FIELD

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Set Field Configuration Options

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In this section, you will find the options for building your Set Field tool. Follow along in your PlusThis app, or by viewing the numbered step in the screenshots.

1

Set a field by......

Select either "typing my own value" or "copying from another field" 
A
Typing my own value - On the left, enter the static value you would like to set the field to and on the right, select the field you would like to set.  
B
Copying from another field - On the left, select the field you would like to copy the value from. On the right, select the field that you would like to set.  
2

After the contact is updated...

Option 1: Do nothing
Option 2:  Apply tag - then select which tag you’d like applied to the contact when they click the link. 
Option 3:  Trigger API Goal - then fill in the API Goal’s integration name and API goal call name.
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. 

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"Need to Know" Items for Set Field

Date | YYYY-MM-DD
Date/Time | YYYY-MM-DD hh:mm:ss

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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