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 clicking on the plus (+) symbol on the right-hand side of the tag selector.
If you do not have a tag created already, you can create a tag by clicking on the plus (+) symbol on the right-hand side of the tag selector.
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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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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