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Tag Associated Records Support Resources

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Feature Overview

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Tag Associated Records allows for you to determine a relationship between your contact records (ie. the same company, same age, etc) and apply a specific tag to any records that have the determined relationship.

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How to set up the Feature

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  1. Select or create from the drop down the field that you would like to use to determine if there is a relationship between your contact records. 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.
  2. Select or create from the drop down the tag that you would like to apply to all the records that have an association between the field you selected. If you do not have a tag already created in Infusionsoft, you can create one through PlusThis in your Infusionsoft, just select “Add New tag” and inside of the pop up create a new tag.
  3. Name and save feature
  4. 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 relationship determination and tag application 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=”1520578864780-d4e7d0c8-6e8a”][vc_column_text]This feature is not available for HubSpot.[/vc_column_text][/vc_tta_section][vc_tta_section title=”ActiveCampaign” tab_id=”1521153275417-381a77d8-3d6a”][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=”1520578884685-9191d4e0-88e1″][vc_column_text]This feature is not available for HubSpot.[/vc_column_text][/vc_tta_section][vc_tta_section title=”ActiveCampaign” tab_id=”1521153287024-77547135-ecce”][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=”1520578948371-dfb228cb-e286″][vc_column_text]This feature is not available for Ontraport[/vc_column_text][/vc_tta_section][vc_tta_section title=”Drip” tab_id=”1520578948448-052b0a6d-6bb9″][vc_column_text]This feature is not available for Drip.[/vc_column_text][/vc_tta_section][vc_tta_section title=”HubSpot” tab_id=”1520578948527-76ee5582-2bfa”][vc_column_text]This feature is not available for HubSpot.[/vc_column_text][/vc_tta_section][vc_tta_section title=”ActiveCampaign” tab_id=”1521153298392-d93783b5-f295″][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=”1520578903766-e8e1f07f-7894″][vc_column_text]This feature is not available for HubSpot.[/vc_column_text][/vc_tta_section][vc_tta_section title=”ActiveCampaign” tab_id=”1521153311222-a387133c-572c”][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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