Tag Associated Records

Tag Associated Records is for working with businesses or groups that may have multiple contacts associated with them. For example, you work with 5 people who are all part of a single organization, and you want all 5 of those people to move through a funnel together.

Description

Start by selecting a field that is used to define the contact association. Typically, the Company field is best used for this. Then, select which tag you want to apply when this feature is triggered.

When triggered, PlusThis will look up the contact record that triggered it, and find all records associated with it via the configured field (i.e. Company). Then, PlusThis will apply the configured tag to all of those associated records, including the one that triggered the post

Additional information

Package

Do It Yourself, Done For You

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