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Set Field Support Resources

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Feature Overview

[/vc_column_text][vc_empty_space][vc_column_text]Set Field allows for you to set a specified field to a pre-determined value or the value of another field.[/vc_column_text][vc_empty_space][vc_column_text]

How to set up the Feature

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  1. Select or create from the drop down the field you would like to set. 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 fie
  2. Click on the blue text of which you would like to do. You can type in your own value to set the field to, i.e. setting everything to 0 at the beginning of the year. If you chose to type your own value :
    1. Select or create from the drop down the field you would like to set
    2. In the field, enter the value you would like the previous field to be set to.
  3. Or you can copy from another field, i.e. setting the count for the current year to “last year” when an annual year changes. If you chose to copy from another field:
    1. Select or create from the drop down the field you would like to set
    2. Select or create from the drop down the field you would like the previous field set to
  4. Repeat steps 2 & 3 as many times as fields you would like to set.
  5. Name and save feature
  6. 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 field setting to take place

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  1. Select or create from the drop down the field you would like to set.
  2. Click on the blue text of which you would like to do. You can type in your own value to set the field to, i.e. setting everything to 0 at the beginning of the year. If you chose to type your own value :
    1. Select or create from the drop down the field you would like to set
    2. In the field, enter the value you would like the previous field to be set to.
  3. Or you can copy from another field, i.e. setting the count for the current year to “last year” when an annual year changes. If you chose to copy from another field:
    1. Select or create from the drop down the field you would like to set
    2. Select or create from the drop down the field you would like the previous field set to
  4. Repeat steps 2 & 3 as many times as fields you would like to set.
  5. Name and save feature
  6. PlusThis will provide you a URL for use in a Trigger a Webhook. Place this in your campaign at the point when you would like the field setting to take place.

[/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=”1520574859450-7541b6cb-044e”][vc_column_text]This feature is not available for HubSpot.[/vc_column_text][/vc_tta_section][vc_tta_section title=”ActiveCampaign” tab_id=”1521152200463-15b27c2e-ca51″][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.

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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.

[/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=”1520574909519-f00fecb9-8db4″][vc_column_text]This feature is not available for HubSpot.[/vc_column_text][/vc_tta_section][vc_tta_section title=”ActiveCampaign” tab_id=”1521152215469-3ad9cd39-898c”][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

[/vc_column_text][vc_empty_space][vc_tta_tabs active_section=”1″][vc_tta_section title=”Infusionsoft” tab_id=”1520574953293-4aeb8484-b080″][vc_column_text]Set field will not accept extra characters other than letters and numbers[/vc_column_text][/vc_tta_section][vc_tta_section title=”Ontraport” tab_id=”1520574953372-91cb865e-7cfb”][vc_column_text]Set field will not accept extra characters other than letters and numbers[/vc_column_text][/vc_tta_section][vc_tta_section title=”Drip” tab_id=”1520574953450-99cc4999-223d”][vc_column_text]This feature is not available for Drip.[/vc_column_text][/vc_tta_section][vc_tta_section title=”HubSpot” tab_id=”1520574953542-007b06f3-8946″][vc_column_text]This feature is not available for HubSpot.[/vc_column_text][/vc_tta_section][vc_tta_section title=”ActiveCampaign” tab_id=”1521152226094-8756cacb-8abb”][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~

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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.

[/vc_toggle][/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=”1520575179511-35331140-a683″][vc_column_text]This feature is not available for HubSpot.[/vc_column_text][/vc_tta_section][vc_tta_section title=”ActiveCampaign” tab_id=”1521152238609-a568864f-0c2d”][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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