Compare Fields
OVERVIEW
Compare Fields allows you to compare the values of two fields on the person record and apply a tag to the person 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 typing the name of the desired field in the field selector and hitting the “Add…. ”.
If you do not have a field created already, you can create a field by typing the name of the desired field in the field selector and hitting the “Add…. ”.
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
Rule
Run your tool as a Rule using a Run Action element.
1
Create a Rule.
2
Choose PlusThis from the left drop down.
3
Keep the right drop down as ‘Send person’.
4
Choose the tool you would like to run in the ‘Which Feature’ drop down.
5
Change the ‘Which action?’ drop down to ‘Run’.
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Automation
Run your tool virtually anywhere in your automation using a Run Action element.
1
Add an action in your Drip Automation.
2
Choose PlusThis from the left drop down.
3
Keep the right drop down as ‘Send person’.
4
Choose the tool you would like to run in the ‘Which Feature’ drop down.
5
Change the ‘Which action?’ drop down to ‘Run’.
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