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Make a Note Support Resources

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Feature Overview

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Make a Note allows for you to convert the contents of one or multiple fields into a single note and store the note in the Note area of the contact record.

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How to set up the Feature

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  1. Type a subject line for this Note Creation feature. — Please note that all the notes that pass through this post will have the same subject.
  2. If you would like generic text that is added to the beginning of every note: enter it here. Please note that all notes that pass through this post will include this same text at the beginning of the note.
  3. Select or create from the dropdown a field you would like the note to be created from. If you do not have a field already created in Infusionsoft, you can create one through PlusThis in your Infusionsoft, just select “Add New field” and inside of the pop up create a new field.
  4. If you would like the previously selected field to be deleted after the note is created, check this box and it will clear all data out of the field.
  5. If you would like the note to be created from more than one field, please click this button and repeat the previous steps as many times as needed until you are satisfied with the number of fields you are creating the note with.
  6. Select from the drop down what type of Note this will be.
  7. Name and Save the feature
  8. PlusThis will provide you a URL for an HTTP post. Place this in your campaign into an HTTP post at the point when you would like the note creation to take place

[/vc_column_text][/vc_tta_section][vc_tta_section title=”Ontraport” tab_id=”1494369330392-99837ae0-ee73″][vc_column_text]This feature is not available for Ontraport[/vc_column_text][/vc_tta_section][vc_tta_section title=”Drip” tab_id=”1494373114861-9b497703-c379″][vc_column_text]This feature is not available for Drip.[/vc_column_text][/vc_tta_section][vc_tta_section title=”HubSpot” tab_id=”1520572447411-ca757de9-76c9″][vc_column_text]This feature is not available for HubSpot.[/vc_column_text][/vc_tta_section][vc_tta_section title=”ActiveCampaign” tab_id=”1521072256846-df7ad93d-0464″][vc_column_text]This feature is not available for ActiveCampaign.[/vc_column_text][/vc_tta_section][/vc_tta_tabs][vc_empty_space][vc_column_text]

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.

[/vc_column_text][/vc_tta_section][vc_tta_section title=”Ontraport” tab_id=”1494373334363-f83a634e-fbee”][vc_column_text]This feature is not available for Ontraport[/vc_column_text][/vc_tta_section][vc_tta_section title=”Drip” tab_id=”1494373334559-7f4ac2af-b68d”][vc_column_text]This feature is not available for Drip.[/vc_column_text][/vc_tta_section][vc_tta_section title=”HubSpot” tab_id=”1520572474589-f4c7125e-a1b0″][vc_column_text]This feature is not available for HubSpot.[/vc_column_text][/vc_tta_section][vc_tta_section title=”ActiveCampaign” tab_id=”1521072269917-d3b76edf-d2ba”][vc_column_text]This feature is not available for ActiveCampaign.[/vc_column_text][/vc_tta_section][/vc_tta_tabs][vc_empty_space][vc_column_text]

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~

[/vc_column_text][/vc_tta_section][vc_tta_section title=”Ontraport” tab_id=”1520572487579-9266cb1f-8eb0″][vc_column_text]This feature is not available for Ontraport[/vc_column_text][/vc_tta_section][vc_tta_section title=”Drip” tab_id=”1520572487646-66132fde-48bd”][vc_column_text]This feature is not available for Drip.[/vc_column_text][/vc_tta_section][vc_tta_section title=”HubSpot” tab_id=”1520572487725-d610c420-620f”][vc_column_text]This feature is not available for HubSpot.[/vc_column_text][/vc_tta_section][vc_tta_section title=”ActiveCampaign” tab_id=”1521072280363-15558dc9-dff8″][vc_column_text]This feature is not available for ActiveCampaign.[/vc_column_text][/vc_tta_section][/vc_tta_tabs][vc_empty_space][vc_column_text]

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~

[/vc_toggle][/vc_tta_section][vc_tta_section title=”Ontraport” tab_id=”1494373644097-08662d24-48d2″][vc_column_text]This feature is not available for Ontraport[/vc_column_text][/vc_tta_section][vc_tta_section title=”Drip” tab_id=”1494373644311-9b758658-4f69″][vc_column_text]This feature is not available for Drip.[/vc_column_text][/vc_tta_section][vc_tta_section title=”HubSpot” tab_id=”1520572566618-105d22ed-5472″][vc_column_text]This feature is not available for HubSpot.[/vc_column_text][/vc_tta_section][vc_tta_section title=”ActiveCampaign” tab_id=”1521072291465-448682a7-0312″][vc_column_text]This feature is not available for ActiveCampaign.[/vc_column_text][/vc_tta_section][/vc_tta_tabs][vc_empty_space][vc_column_text]

Helpful Downloads

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