Toolchain

OVERVIEW

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

INTEGRATIONS NEEDED FOR TOOLCHAIN

Keap

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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 contacts 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.  

3

Apply the following tag to all contacts who failed

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

Advanced Options

1

Run Toolchain when a contact is created in your Keap app

With this option toggled on, we will listen for Keap's "contact created" resthook that gets fired off every time a contact is created in your Keap app. When we receive that resthook we will execute this toolchain.

Important: Keap sends out their resthooks in batches. They don't fire off immediately once a contact is created. It generally takes 30-60 seconds for us to receive that resthook.

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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 contacts 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

Run a Google Sheets Exporter Tool upon bulk completion:

If you would like to run a Google Sheets Exporter Tool after the toolchain has run against the bulk list of contacts, select which Google Sheets Exporter Tool you'd like to run after.  
*Note* The Google Sheets Exporter Tool must already be created prior to selecting it in this drop-down.  
8

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"

Scheduler

9

Date Options

Select if you would like to run this on a "daily", "weekly" or "monthly" basis. 
10

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. 

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Saving the Tool

11

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. 

FAQs / Tips

Implementation Types

HTTP Post

Run your tool virtually anywhere in your campaign using an HTTP post element.

1
This Tool should be triggered by an "HTTP Post" from Infusionsoft. This can be done using the Campaign Builder's "Send HTTP Post" option found on the left hand side of the sequence builder, under the "Process" section.
2
Decide where in your campaign you want to trigger this Tool. It can be part of virtually any Campaign Sequence.
3
In the Campaign Sequence, place a "Send HTTP Post" action where you want to run the Tool.
4
Use the Tool URL, provided above, in the "POST URL" field of the HTTP Post.
5
Leave the default "Name / Value Pairs" as is. There should be an entry that looks like this: contactId = ~Contact.Id~
6
Leave the Merge Fields as is. PlusThis gets all of the data necessary to run from the Contact Id Name / Value pair.
7
Mark the HTTP Post (and Sequence) as "Ready".
8
Publish your campaign changes and test! The "Send Test" button in Infusionsoft is not a good way to test PlusThis Tools. Instead, create a test contact record and push that record through the appropriate sequence.

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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 Infusionsoft allows. If you have a large contact 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.
8
OPTIONAL: You also have the option to run a Google Sheets Exporter at the bottom of the scheduler options.

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