Contact Creator
OVERVIEW
Create new contacts based on information pulled from an original contact record. This feature is great for letting contacts register guests and themselves for events.
INTEGRATIONS NEEDED FOR CONTACT CREATOR
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Contact Creator Configuration Options
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Contact(s) to Add
In this section, you will find the options for building your Contact Creator tool. Follow along in your PlusThis app, or by viewing the numbered step in the screenshots.
1
Set this new contact's field:
Select what field in the new person you’d like to populate.
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
To this value from the existing contact:
On the right, select which field on the original person record where the above value is stored.
3
Add a field Mapping (button)
If you would like to populate another field on the New Contact 1 record, click on the “add a field mapping” button. This will add a new set of fields you can select.
Repeat steps 1-3 for every field you’d like to populate on the new person record.
Repeat steps 1-3 for every field you’d like to populate on the new person record.
4
Add a Contact (button)
If you would like to create a second person record from values stored in the fields of the original person, click the "Add a Contact" button to create a new set of configurations for the second person
5
Do you want to erase the contact data for the new contacts found on the existing contact record?
By default this toggle will be switched to "No" however if you would like to erase the contact data for the new person from the fields of the original person record, switch this toggle over to "Yes".
6
Which tag would you like to apply to each of the created contacts?
In the drop-down, select a tag if you would like to tag newly created people.
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.... ".
7
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
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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