Compare Fields
OVERVIEW
Compare Fields allows you to compare the values of two fields on the contact record and apply a tag to the contact record if the comparison is true.
INTEGRATIONS NEEDED FOR COMPARE FIELDS
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Compare Fields Configuration Options
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In this section, you will find the options for building your Compare Fields tool. Follow along in your PlusThis app, or by viewing the numbered step in the screenshots.
1
Field 1
Select from the drop-down the first field you want to compare.
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
Comparator
Select the comparator you would like to use for this comparison
3
Field 2
Select from the drop-down the second field you want to compare.
4
Apply this tag if the comparison is true
Pick which tag you want to be applied if the comparison is true.
If you do not have a tag created already, you can create a tag by typing the name of the desired tag in the tag selector and the hitting "Add.... ".
If you do not have a tag created already, you can create a tag by typing the name of the desired tag in the tag selector and the hitting "Add.... ".
5
Add New Comparison
Click the “Add New Comparison” button if you would add another set of fields to compare.
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.
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Implementation Types
Webhook
Run your tool virtually anywhere in your automation using a Webhook element.
1
Copy the Webhook URL from PlusThis.
2
Open the automation that you’d like to add the webhook to. The webhook can be placed virtually anywhere in your automation.
3
Click the Plus where you would like to add the webhook. Choose ‘Conditions and Workflow’ from the left hand menu. From there, choose Webhook from the list.
4
Paste the PlusThis Webhook in the pop up and click save.
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