Contact Nuker Blog Cover

New Tool: Contact Nuker

Yep, you read that right.

Sometimes you need to remove a contact from your CRM as sad as that makes you feel. But there are good reasons for it.

Maybe you have bots constantly joining your email list, or some emails have started hard bouncing, or contacts have just gone cold and unengaged for over 90 days.

Whatever the reason, having an automated way to delete bad contacts has been a hot request, and now we have a tool that does just that.

Contact Nuker permanently deletes these undesired contacts to improve organization and decrease the clutter in your records.

Key word here is permanent. Once this tool is run and the contacts have been deleted, it cannot be undone. Please note this before using the tool, as we definitely don’t want you to lose your desired contacts forever!

Here’s How It Works

Say you had a campaign to cut out unnecessary contacts depending on their email engagement. This tool enables you to add a sequence for deleting contacts based on certain specifications that you decide, by running the tool through a HTTP Post.

The tool is super simple to set up, since you’re not doing the heavy lifting.

Confirm You Understand What Contact Nuker Does

To start configuration, we’re going to ask you to acknowledge a few things to be sure that you know what you are doing.

Firstly, you understand that this tool PERMANENTLY DELETES any contact that runs the HTTP Post you’ve set up.

Then, you understand that these contacts CANNOT be recovered after they have been run through the HTTP Post and deleted.

And lastly, you understand that PlusThis is NOT responsible for any errors that may result in unintentional lost contacts and associated data.

Pay close attention to tagging within your campaign to avoid any accidental deleting.

Receive URL for HTTP Post

After you’ve named the tool to decipher the tool from the others, save the configuration.

Once saved, PlusThis will generate a specific URL for you to input into a HTTP Post.

After copied, go into your campaign that was created to weed out old, unresponsive contacts based on their email engagement. Select the sequence with the HTTP Post and input the URL to activate the Contact Nuker tool.

Boom! The organization begins and the clutter starts to diminish.

Platforms

This tool is currently active for Keap(formerly Infusionsoft), ActiveCampaign, and Ontraport.

Drip already has an existing feature that performs this action when set up.

Demos

For more details about how to implement this tool into your campaign, I’ve included a couple examples using Keap and ActiveCampaign. Check them out!

OrdertoContact Blog Cover

New Tool: Order to Contact

Ready for a new tool?

Our new Order to Contact tool for Infusionsoft users allows you to copy order/invoice information from your Infusionsoft campaigns and input it into your contact record.

It’s pretty easy, and keeps all your desired information stored simply, and conveniently.

Here’s How It Works

Choose if you’d like to copy Order or Invoice details

With this tool, you have the ability to choose between copying order information, which has a specific collection of fields to choose from, and copying invoice information with a different set of fields to select.

You can chose one or both, and can require several fields to be copied to the same or different contact record fields.

Select the field you’d like to copy from Infusionsoft

If copying order information, this is where you select which Order fields you want to save onto the Contact record. There are several fields available such as Contact Id, Date Created, Order Status, etc.

If copying invoice information, you will select the appropriate Invoice fields you want to save onto the contact record. This has a different set of fields to choose from including Invoice Total, Product Name, Quantity, etc.

Copy Order Information
Copy Invoice Information

Choose where you’d like the info saved in your Contact Record

Once you’ve chosen the field you’d like copied, select where within your Contact Record you’d like the information saved.

The options will be fields that you have already created and saved within your records.

You can also add any fields using the + icon on the right.

Copy Order to Contact Record
Copy Invoice to Contact Record

Input the URL to copy order/invoice details into your Contact Record

When you received the URL, paste it in your campaign using a typical HTTP post.

By doing this, you are taking the contact record from the campaign and copying any order or invoice information that you wish to connect.

A simple way to combine fields and link your contact records with Infusionsoft orders/invoices.

Important Notes

While there can be multiple orders for a single contact, PlusThis will only grab the most recent order or invoice associated with that contact. This means that copying recurring payments, such as subscriptions, is not compatible with this tool.

In addition, if there are several items within a single order, we will only access the first item listed.

Lastly, this tool is only compatible with Infusionsoft Orders/Invoices currently. But we’ll keep you updated with any other integration advancements.

See the tool in action, check out the demo below:

Zoom Update Blog Cover (1)

Tool Update: Zoom Group Meeting

Everyone knows how influential Zoom was last year, and likely will be this year.

Knowing that, we’ve been hard at work making sure our Zoom tools match up to your needs and are capable of what you want to do.

We’re excited to announce some major updates to our Zoom tools to improve tool run stability and enabling you to use one tool for all occurrences of recurring webinars or meetings.

Here’s What’s New

1. Dynamic Field Mapping

Before, if you required more field requirements when registering people for webinars or meetings you were unable to add them to our Zoom tools.

Now, we fully generate the field map. So if you ask for a phone number, in addition to a first/last name, you can add this into the tool to combine fields.

2. Registration Web-hook

When this is enabled, if someone registers for a meeting/webinar through Zoom instead of your HTTP Post, Zoom will send us a web-hook that we’ll catch and run the tool that way.

While it will skip registering them for the meeting since they’re already registered, it will create/update a contact in your CRM with all the registration related information. This way, you can still use your follow up with people who register for meetings or webinars outside of PlusThis and your CRM.

To support this we’ve added “Dynamic Tagging”. Which is a toggle setting that is on default, that if enabled allows you to apply customized tags. Now, you’re able to still have different attendance tags for each occurrence, both in and outside of PlusThis.

3. Attendee Pull Web-hooks

No more forcing users to start and end their meetings/webinars on a schedule. Now, Zoom tells us when a meeting/webinar ends and we will pull attendees when appropriate. 

4. Recurring Meetings/Webinars

Now that attendee pulls are triggered based off web-hooks, instead of setting up a tool for each meeting/webinar, we’ve enabled you to set up one tool per recurring meeting/webinar.

Dynamic tagging comes into play again here. If enabled, this allows you to apply customized tags. Now, you’re able to still have different attendance tags for each occurrence while only having to deal with configuring one tool.

So, when this is enabled for a recurring meeting, you provide a prefix for the tag, such as the name of your meeting. Then, PlusThis will create a new tag as part of the new attendee pull using that prefix and the start time of the meeting.

I know, a lot of updates! I go more in depth about these changes in the demo video below. Check it out.

See the updates in action