Toolchain

OVERVIEW

Use this utility to trigger one or more PlusThis Tools on a schedule or at a single point in your Workflows.

INTEGRATIONS NEEDED FOR TOOLCHAIN

Drip

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Toolchain Configuration Options

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1

Add a PlusThis Tool

Click the "Add a PlusThis Tool" button to pick which tool you'd like to run in this Toolchain. 
You can add as many PlusThis tools as you would like to this Toolchain. They will run in order from top to bottom. 
2

Apply the following tag to all people who successfully went through the toolchain

In the drop-down, select the tag that you would like applied to the contact after the toolchain completes successfully.  

If you do not have a tag created already, you can create a tag by typing the name of the desired tag in the tag selector and the hitting "Add... ".
3

Apply the following tag to all people who failed

If the toolchain isn't able to successfully complete, select the tag that you would like applied to people that have failed.  

Bulk Update Options

4

Enable bulk update?

If you would like to enable the ability to run the toolchain in a bulk capacity, rather than just one off, switch the toggle over to "On" 
5

Which people should run these tools?

By default this will be set to "Let Me Pick a Tag". You also have an option of selecting "Entire Database if you would like this run against the entire database.

6

Contacts with any of the following tag(s):

Select which tag(s) that you would like this PlusThis tool run against. This option only appears if in step 5 you kept the option "Let Me Pick a Tag".  
7

Scheduler - Enable Scheduling?

By default, this option is set to "Off" if you would like to enable the ability to run this tool on a schedule, switch this toggle to "On"

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Scheduler

8

Date Options

Select if you would like to run this on a "daily", "weekly" or "monthly" basis. 
9

Time Options

Select the time at which you would like this tool to run and the minute interval at which you would like to run this tool. Then select which Time Zone you would like this run in. 
10

Tool Name

Enter a name for your tool in this field. The name is solely for use inside of PlusThis, and will not be visible to customers. 

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Implementation Types

Rule

Run your tool as a Rule using a Run Action element.

1
Create a Rule.
2
Choose PlusThis from the left drop down.
3
Keep the right drop down as ‘Send person’.
4
Choose the tool you would like to run in the ‘Which Feature’ drop down.
5
Change the ‘Which action?’ drop down to ‘Run’.

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Automation

Run your tool virtually anywhere in your automation using a Run Action element.

1
Add an action in your Drip Automation.
2
Choose PlusThis from the left drop down.
3
Keep the right drop down as ‘Send person’.
4
Choose the tool you would like to run in the ‘Which Feature’ drop down.
5
Change the ‘Which action?’ drop down to ‘Run’.

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Scheduling

Schedule your Toolchain to run on a timed basis against certain tags, or the entire database.

1
You can schedule this tool to run against your entire database, or on a specific tag at fixed intervals.
2
Enable Bulk Update in the Bulk Update Options in the tool configuration.
3
Choose the entire database, or on which tag you’d like the tool to run against.
4
Enable Scheduling.
5
Choose how frequently you would like the tool to run.
6
IMPORTANT: This tool will only run as quickly as Drip allows. If you have a large Subscriber list, and wish to run this tool frequently, it will slow your app down greatly.
7
Once you have set up scheduling, save the tool, the tool will run when it is set for.

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