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Tools  > Tag Associated Records

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Use when working with businesses that may have multiple contacts associated with them

[/vc_column_text][/vc_column_inner][vc_column_inner width=”3/12″][/vc_column_inner][/vc_row_inner][vc_empty_space height=”20px”][vc_row_inner][vc_column_inner width=”3/12″][/vc_column_inner][vc_column_inner width=”6/12″][ultimate_spacer height=”10″][vc_raw_html]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[/vc_raw_html][/vc_column_inner][vc_column_inner width=”3/12″][/vc_column_inner][/vc_row_inner][vc_empty_space height=”200px”][ultimate_img_separator animation=”No Animation” animation_duration=”3″ animation_delay=”0″ animation_iteration_count=”1″ img_separator_position=”ult-bottom-easy-separator” img_separator=”id^10105|url^https://blog.plusthis.com/wp-content/uploads/2018/04/Screen-Shot-2018-04-27-at-10.50.46-AM.png|caption^null|alt^null|title^Screen Shot 2018-04-27 at 10.50.46 AM|description^null” img_separator_gutter=”50″][/vc_column][/vc_row][vc_row bg_type=”bg_color” bg_override=”ex-full” el_class=”plusthis-dark” bg_color_value=”#ffffff”][vc_column][vc_empty_space height=”175px”][ultimate_modal icon_type=”selector” icon=”Defaults-image photo picture-o” modal_title=”Contact Locator™ Screenshots” modal_on=”text” read_text=”Click to see screenshots” modal_size=”container” modal_style=”overlay-slideup” overlay_bg_opacity=”80″ header_bg_color=”#ffffff” modal_border_style=”solid” modal_border_width=”2″ modal_border_radius=”0″ txt_color=”#eb7200″][/ultimate_modal][vc_empty_space height=”25px”][vc_row_inner][vc_column_inner width=”2/12″][/vc_column_inner][vc_column_inner width=”4/12″][bsf-info-box icon=”Defaults-tags” icon_size=”32″ title=”Select a field, then a tag” title_font=”font_family:Lato|font_call:Lato|variant:300″ title_font_style=”font-weight:300;” title_font_color=”#000000″ css_info_box=”.vc_custom_1536944479181{margin-bottom: 20px !important;}”]Start by selecting a field that is used to define the contact association. Then, select which tag you want to apply when this tool is triggered.[/bsf-info-box][/vc_column_inner][vc_column_inner width=”4/12″][bsf-info-box icon=”Defaults-book” icon_size=”32″ title=”Look up the contact record” title_font=”font_family:Lato|font_call:Lato|variant:300″ title_font_style=”font-weight:300;” title_font_color=”#000000″ css_info_box=”.vc_custom_1524851628446{margin-bottom: 20px !important;}”]PlusThis will look up the contact record that triggered it, and find all records associated with it via the configured field. Then, we will apply the configured tag to all of those associated records, including the one that triggered the post.[/bsf-info-box][/vc_column_inner][vc_column_inner width=”2/12″][/vc_column_inner][/vc_row_inner][ultimate_spacer height=”30″][/vc_column][/vc_row][vc_row content_placement=”middle” bg_type=”grad” bg_override=”ex-full” bg_grad=”background: -webkit-gradient(linear, left top, left bottom, color-stop(0%, #FFFFFF), color-stop(100%, #F5F5F5));background: -moz-linear-gradient(top,#FFFFFF 0%,#F5F5F5 100%);background: -webkit-linear-gradient(top,#FFFFFF 0%,#F5F5F5 100%);background: -o-linear-gradient(top,#FFFFFF 0%,#F5F5F5 100%);background: -ms-linear-gradient(top,#FFFFFF 0%,#F5F5F5 100%);background: linear-gradient(top,#FFFFFF 0%,#F5F5F5 100%);”][vc_column][vc_row_inner][vc_column_inner][ult_buttons btn_title=”Schedule A Demo” btn_link=”url:http%3A%2F%2Fplusthis.com%2Fconsult|||” btn_align=”ubtn-center” btn_size=”ubtn-large” btn_title_color=”#ffffff” btn_bg_color=”#ee7e00″ icon_size=”32″ btn_icon_pos=”ubtn-sep-icon-at-left”][ultimate_spacer height=”30″][vc_column_text]

How to Tag Other Associated Records so That They All Move Through the Funnel Together

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“Amazing Plugin for Infusionsoft. I use the SMS Sequences tool to create an almost Artificial Intelligence chat with my prospective clients to make sure that they show up to their consultation appointments. Along with the Humanize Date tool, I am able to make it seem to the prospect that I am actually interacting with them – when in reality its PlusThis doing all the work.”

-Mr. S.J. Shah

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