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 contact you’d like to populate.  
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

To this value from the existing contact:

On the right, select which field on the original contact 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 contact record.
4

Add a Contact (button)

If you would like to create a second contact record from values stored in the fields of the original contact, click the "Add a Contact" button to create a new set of configurations for the second contact

New Contacts Marketing Opt-In

5

Would you like to opt-in the newly created contacts?

By default, the toggle is set to "yes" if you would not like to opt-in the newly created contacts you can switch the toggle to "no".  
6

What reason do you have for opting these contacts in?

By default, we will pre-populate the reason "Created via PT Contact Creator." However, you can change this reasoning if you would like by updating the text in the field. 

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7

Would you like to link the new contact(s) with the original contact?

By default, the toggle will be set to "no". If you would like to link the contacts together.  
8

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 contact from the fields of the original contact record, switch this toggle over to "Yes".  
9

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 contacts.  
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.  
10

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. 

FAQs / Tips