Smart Links

OVERVIEW

Dynamically send your contacts to different landing/thank you pages based on criteria you define. It also combines the functionality of Action Links and allows you to apply atag to contacts based on that same criteria.

INTEGRATIONS NEEDED FOR SMART LINKS

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Getting Started with Smart Links

IMPORTANT. We highly recommend watching this video if it's the first time you've set up this tool. The video will shorten your learning curve significantly by showing you a quick example of how to implement the tool with Keap/Infusionsoft.

Smart Links Configuration Options

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First Rule Setup

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

1

Redirect your contact to the following address:

Enter the URL that you would like your contact sent to if they meet the criteria you set up for this Rule.  
2

Apply a tag to the contact when this rule is met?

By default this option is set to "No". If you would like to apply a tag when this rule is met, switch this toggle over to "Yes" and select the tag that you would like to apply.  
3

Add a New Condition Group

If you would like to add a new condition, click the button and select one of the following where you'll pick what your conditions are for meeting this rule. :
- Condition based on: Field Value
- Condition based on: Tags
- Condition based on: Email Status
- Condition based on: Date
- Condition based on: Number of records with a tag 

Condition based on: field Value

1

Condition (field based value)

Select the field you would like to evaluate in this condition.  
2

Operator

Select the operator that you would like to use to evaluate the field.  
3

Value

Enter the value that you would like to use in tandem with the operator to evaluate the field 
4

What to do next?

You have three options for next steps:
a
If you would like to add a new condition, click the button and select one of the following where you'll pick what your conditions are for meeting this rule. :
- Condition based on: Field Value
- Condition based on: Tags
- Condition based on: Email Status
- Condition based on: Date
- Condition based on: Number of records with a tag 
b
If you would like to create a new Rule (ie, another URL to send people to), click the "New Rule +" button.  Set up instructions here. 
c
If you are finished creating and configuring Rules and would like to finish set up of the tool, follow the instructions here. 

click image to enlarge

click image to enlarge

Condition based on: tags

1

Condition (tag based)

In the drop-down, select if you would like to check if the contact has/doesn't have the tag in the next selector.  
2

Tag select

In the drop-down, select the tag that you would like to check.  
3

What to do next?

You have three options for next steps:
a
If you would like to add a new condition, click the button and select one of the following where you'll pick what your conditions are for meeting this rule. :
- Condition based on: Field Value
- Condition based on: Tags
- Condition based on: Email Status
- Condition based on: Date
- Condition based on: Number of records with a tag 
b
If you would like to create a new Rule (ie, another URL to send people to), click the "New Rule +" button.  Set up instructions here. 
c
If you are finished creating and configuring Rules and would like to finish set up of the tool, follow the instructions here. 

Condition based on: Email Status

1

Condition (email status based)

In the drop-down, select the email status that you would like to check for.
2

What to do next?

You have three options for next steps:
a
If you would like to add a new condition, click the button and select one of the following where you'll pick what your conditions are for meeting this rule. :
- Condition based on: Field Value
- Condition based on: Tags
- Condition based on: Email Status
- Condition based on: Date
- Condition based on: Number of records with a tag 
b
If you would like to create a new Rule (ie, another URL to send people to), click the "New Rule +" button.  Set up instructions here. 
c
If you are finished creating and configuring Rules and would like to finish set up of the tool, follow the instructions here. 

click image to enlarge

click image to enlarge

Condition based on: Date

1

Condition (date based)

Select the time condition that you would like to compare when the Smart Link is clicked against. 
2

The date from where?

Select from the drop-down, where you would like to get the date from. 
3
Based on where you picked to get the date from, the configurations of step 3 may look slightly different. Fill out/pick the options provided based on your date selection. 
4

What to do next?

You have three options for next steps:
a
If you would like to add a new condition, click the button and select one of the following where you'll pick what your conditions are for meeting this rule. :
- Condition based on: Field Value
- Condition based on: Tags
- Condition based on: Email Status
- Condition based on: Date
- Condition based on: Number of records with a tag 
b
If you would like to create a new Rule (ie, another URL to send people to), click the "New Rule +" button.  Set up instructions here. 
c
If you are finished creating and configuring Rules and would like to finish set up of the tool, follow the instructions here. 

Condition based on: Number of records with a tag

1

Select tag to count

In the drop-down, select which tag you want to count.  
2

If the number of contacts with the selected tag is...

In the drop-down, select the inequality that you would like to use to evaluate the number of contacts with the tag.
3

...this amount

Enter the # you would like the inequality to evaluate against. 
4

What to do next?

You have three options for next steps:
a
If you would like to add a new condition, click the button and select one of the following where you'll pick what your conditions are for meeting this rule. :
- Condition based on: Field Value
- Condition based on: Tags
- Condition based on: Email Status
- Condition based on: Date
- Condition based on: Number of records with a tag 
b
If you would like to create a new Rule (ie, another URL to send people to), click the "New Rule +" button.  Set up instructions here. 
c
If you are finished creating and configuring Rules and would like to finish set up of the tool, follow the instructions here. 

click image to enlarge

click image to enlarge

New Rule +

1

Redirect your contact to the following address:

Enter the URL that you would like your contact sent to if they meet the criteria you set up for this Rule.  
2

Apply a tag to the contact when this rule is met?

By default this option is set to "No". If you would like to apply a tag when this rule is met, switch this toggle over to "Yes" and select the tag that you would like to apply.  
3

Add a New Condition Group

If you would like to add a new condition, click the button and select one of the following where you'll pick what your conditions are for meeting this rule. :
- Condition based on: Field Value
- Condition based on: Tags
- Condition based on: Email Status
- Condition based on: Date
- Condition based on: Number of records with a tag 

Fallback Settings & Save

1

Fallback URL (if no rules are met)

Enter a URL for your contacts to be sent to if none of the above configured rules are met.  
2

Apply a tag if none of the rules are met

By default, this toggle will be set to "No", however, if you would like to apply a tag when someone is sent to the fallback URL (ie. No rules are met), then switch this toggle over to "yes" and select which tag you would like applied.
3

Pass contact details to page

By default, this toggle is set to "Yes". If you do not want to pass the contact details through the Smart Link to the final page, switch this toggle to "No".  
4

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 Smart Links

Rules
All rules contain a redirect URL, an action (optional), and one or more groups. Rules are evaluated in order from top to bottom.
In order for a rule to be evaluated as true, one of the groups inside that rule must be true. It can be any of the groups within that rule.

Groups
Each group contains one or more conditions. In order for the group to be evaluated as true, all of the conditions must be true. Groups are evaluated in order from top to bottom. If any of the groups evaluate to true, the rule will evaluate to true.

Conditions
Conditions contain the parameters for whatever comparison it is you want to accomplish with the contact. 

FAQs / Tips

Implementation Types

Hyperlink

Link the Smart Link to text in your Infusionsoft emails to send contacts to different pages depending on data in their contact record.

1
Copy the Tool URL from the ‘Usage & Instructions’ page.
2
Open the email you would like to place the Smart Link in.
3
Highlight the text you’d like to hyperlink the Smart Link to, and click the Link icon in the tool bar above.
4
Paste in the Smart Link in the link options.

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Thank You Page URL

Use a Smart Link as a thank you page to redirect contacts to different pages depending on the choices made in the webform.

1
Copy the Tool URL From the ‘Usage & Instructions’ page.
2
Open your Infusionsoft Webform in the Infusionsoft Campaign builder.
3
Click on the ‘Thank-you Page’ tab in the settings. Change the ‘Thank-you Page to Display’ from ‘Thank-you Page’ to ‘Web address’, and input the Smart Link URL in the field.
4
Check the ‘Pass contact’s information to the thank-you page’ box below the URL.

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Image

Link the Smart Link to an image in your Infusionsoft emails to send contacts to different pages depending on data in their contact record.

1
Copy the Tool URL from the ‘Usage & Instructions’ page.
2
Open the email you would like to place the Smart Link in.
3
Click on the image/button you’d like to link to.
4
Click the Image Link in the drop down on the left hand side, and choose ‘URL’.
5
Paste in the Smart Link URL in the field.

click image to enlarge

SMS

Add the Smart Link to an SMS message to send contacts to different pages depending on data in their contact record.

1
Copy the Tool URL from the ‘Usage & Instructions’ page.
2
Open the SMS tool you’d like to place the Smart Link in.
3
Paste the link in the body of the SMS Message.
4
IMPORTANT: Do not shorten the link if you are placing this in an SMS message - this will cause the link to not work.

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