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Format Text Fields Support Resources

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Feature Overview

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Format Text Fields allows for you to automatically fix the casing for a specific field.

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How to set up the Feature

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  1. Select or create from the drop down the field you would like to change the casing of.
  2. If you would like to change the casing of more than one field, type another field name into the drop-down and hit enter.
  3. Select the type of casing you would like to change the field to. You can select to capitalize the first letter of each word, capitalize the first letter only, uppercase all letters or lowercase all letters.
  4. Name and Save your feature
  5. PlusThis will provide you a URL for an HTTP post. Ping this URL at the point when you would like to Format the selected Text field(s).

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  1. Select or create from the drop down the field you would like to change the casing of.
  2. If you would like to change the casing of more than one field, type another field name into the drop-down and hit enter.
  3. Select the type of casing you would like to change the field to. You can select to capitalize the first letter of each word, capitalize the first letter only, uppercase all letters or lowercase all letters.
  4. Name and Save your feature
  5. PlusThis will provide you a URL for use in a Ping URL action. Ping this URL at the point when you would like to Format the selected Text field(s).

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  1. Select or create from the drop down the field you would like to change the casing of.
  2. If you would like to change the casing of more than one field, type another field name into the drop-down and hit enter.
  3. Select the type of casing you would like to change the field to. You can select to capitalize the first letter of each word, capitalize the first letter only, uppercase all letters or lowercase all letters.
  4. Name and Save your feature
  5. PlusThis will provide you an Event Name for use in your Drip Automation. Trigger this action at the point when you would like to Format the selected Text field(s). PlusThis will also provide additional run options that, if desired, you can configure to automatically trigger the feature when a tag is applied or removed.

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  1. Select or create from the drop down the property you would like to change the casing of.
  2. If you would like to change the casing of more than one property, type another property name into the drop-down and hit enter.
  3. Select the type of casing you would like to change the property to. You can select to capitalize the first letter of each word, capitalize the first letter only, uppercase all letters or lowercase all letters.
  4. Name and Save your feature
  5. PlusThis will provide you a URL for a Trigger a Webhook action. Ping this URL at the point when you would like to Format the selected Text property(s).

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  1. Select or create from the drop down the field you would like to change the casing of.
  2. If you would like to change the casing of more than one field, type another field name into the drop-down and hit enter.
  3. Select the type of casing you would like to change the field to. You can select to capitalize the first letter of each word, capitalize the first letter only, uppercase all letters or lowercase all letters.
  4. Name and Save your feature
  5. PlusThis will provide you a URL for a Webhook post. Place the Webhook at the point when you would like to Format the selected Text field(s).

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Implementation Guide

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To implement this feature, paste the Feature URL in a HTTP Post inside of your campaign. Ensure that you place the HTTP Post at the point where you want the feature to fire.

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To implement this feature, paste the Feature URL in a Send a Webhook action inside of your campaign. Ensure that you place the Webhook action at the point where you want the feature to fire.

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To implement this feature inside of Drip. Add PlusThis as a Drip Integration. You can then select PlusThis as the action, and from the dropdown you can select the PlusThis feature you’ve created.

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To implement this feature, paste the Feature URL in a Trigger a Webhook action inside of your workflow. Ensure that you place the Webhook action at the point where you want the feature to fire.

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To implement this feature, paste the Feature URL in a Webhook action inside of your automation. Ensure that you place the Webhook action at the point where you want the feature to fire.

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Feature Tip

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  • PlusThis does not require any changes to be made to the default Name / Value Pairs.  Leave the entry as is already populated when you add the HTTP post. The default values are as such:  contactId   =   ~Contact.Id~

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  • PlusThis does not require you to put any information in the Post Data field or check the “Send as JSON” box on the “Add Action” configuration.

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  • You can use the Event Name that PlusThis gives you as either a Record a Custom Event or a regular Record an Event action.
  • This feature can also be triggered by tag actions. On the Feature Save screen, you can configure if the feature is triggered when a specified tag is applied or removed.

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You can use the Trigger a Webhook action to trigger the PlusThis feature. Make sure to select “Post” and not “Get” in the action. Then paste the URL that PlusThis gives you for use in the action.

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You can use the Webhook action to trigger the PlusThis feature. Then paste the URL that PlusThis gives you for use in the action.

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Feature Blueprint

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Feature FAQ

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PlusThis does not require any changes to be made to the default Name / Value Pairs.  Leave the entry as is already populated when you add the HTTP post. The default values are as such:  contactId   =   ~Contact.Id~

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PlusThis does not require you to put any information in the Post Data field or check the “Send as JSON” box on the “Add Action” configuration.

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You can use the Event Name that PlusThis gives you as either a Record a Custom Event or a regular Record an Event action.

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This feature can also be triggered by tag actions. On the Feature Save screen, you can configure if the feature is triggered when a specified tag is applied or removed.

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You can use the Trigger a Webhook action to trigger the PlusThis feature. Make sure to select “Post” and not “Get” in the action. Then paste the URL that PlusThis gives you for use in the action.

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Paste the URL that PlusThis gives you for use in the action.

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Helpful Downloads

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