throttler blog

Throttler: How to Throttle Your Automations

Automation is fast, sometimes too fast.

For example, we had people telling us our SMS responses were too quick, making the responses look less human. Other times, we’ve seen customers run into issues because they were sending information to another tool too quickly and with too many requests causing errors.

For situations like these, a Throttler Tool would be perfect.

Here’s how it works.

Step 1: Determine Who You’d Like to Throttle

Throttler gives you two options for throttling contacts. 1. You can choose a tag for generating the list to throttle. 2. You can pick a saved search.

In this example, I want to get a list of all my NPS promoters (those who would refer us to a customer) and get them added to my Google Review Campaign. I have a tag for this list so I’ll use that as my potion.

Step 2: Choose How Many Contacts You Want To Throttle In What Time Period

The next step has us batching the “big list” into smaller manageable groups so it doesn’t overload another tool or cause suspicious activity like in our Google example.

For my scenario, I’m going to have the Throttler batch them into groups of 100 and schedule a new batch to go out every fifteen minutes.

Step 3: Choose a Tag to be Applied

So every fifteen minutes my Throttler is going to apply a tag. This is how we can control how quickly contacts are going through an automation. Whether that’s sending an email, text or http post.

In this example, I’m applying a tag that starts their Google Review request.

Step 4: Launch It

Once you have your settings locked in, you can give your tool a name. The next screen will have a button that you can hit as soon as you are ready to start your Throttler.

And that’s everything you need to know to use the new Throttler tool.

If you prefer video demos, you can watch one for ActiveCampaign or Keap below.

How to Use Throttler For Keap

How to Use Throttler For ActiveCampaign

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Email Subscription Manager: Allow Your Subscribers to Unsubscribe From Specific Content

It’s that time again! We’ve got another new tool I’m excited to share with you.

The past couple weeks, we’ve been working on a an email subscription management tool to allow contacts to opt out of certain emails, without opting out of all emails coming from you.

Sounds pretty intriguing right? Definitely.

Now, with this tool, you can add the different segments of email based on tags and allow people to select how they’d like to be contacted by you.

Let’s go through how you would set this tool up, and implement it onto your webpages.

Step 1: Find the Email Subscription Manager tool

To get started, locate the Email Subscription Manager tool within the toolkit.

Step 2: Select the tags you’d like to be applied for each type of email

In this step, you select the appropriate tags that are applicable to each segment of emails that you send.

Step 3: Determine the layout

This tool allows you to customize every detail of the manager, including colors, copy and more. Establish how you’d like the manager to appear on your page.

Step 4: Preview the layout

Once you’re content with the layout of the manager, you can see the live preview of how it will show up on the page. Follow this preview along as you customize to make sure it looks how you’d like.

Step 5: Receive the coding to add to your webpage

Once the tool is saved, you will immediately receive the proper coding to add to the webpage. Select the method in which you will apply this tool, and copy the code disbursed.

Step 6: Implementation

If you have created a webpage for your contacts to manage their email subscriptions with you, you will simply paste the code directly into the javascript on the webpage.

That’s the gist of our new tool, Email Subscription Manager! We hope this tool makes your email lists a bit more organized, and allow your contacts to select what emails they are receiving from you.

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Event Counter: Keep a Count of Anything Your Keap and ActiveCampaign Users Are Doing

We have a new, super simple tool that has joined the toolkit!

Event Counter is live, and busy counting already.

If you’re hosting an event, and would like to know the exact headcount on the number of people that have registered, but want that information to be saved on the contact record, too – then this is the tool you’ve been looking for.

Event Counter enables automation to be used to not only track the number of times a tool is run, but it actually saves the count directly to the contact record for reference.

Let’s say you are hosting an event, and you’d like to keep track of how many people are registering to attend – but you also want to refer to the spot number they received when registering when you provide their personalized confirmation.

Seems like a lot of manual work, huh?

Well, you’d be surprised… Let’s go through how to achieve this in just 3 steps.

Step 1: Configure Event Counter

Configuration can be done in two steps. Determining the field you want the number to be saved, and the number you’d like to begin counting at. That’s it – you can save the tool and be done from there. There are additional options, too, including the Pre and Post-fix of the number count.

But for this scenario, we don’t need a pre or post-fix as we’d like to refer to the number within a notification message.

Step 2: Receive the URL for the campaign sequence

Once saved, we’ll receive a tool url to paste into an HTTP Post, or a Webhook within our CRM campaign.

Now, within our campaign for the event; we want to place the Event Counter tool after registration, so it gets triggered every time someone registers, and attaches their number to their contact record.

Step 3: Craft a confirmation email with the count

Once the tool runs, the number is added to their record and we can simply merge fields within the emails to refer to the spot they received, along with their Easy Check-In QR code.

Boom. Done. 3 steps is all it takes to bring this strategy to fruition, and add a couple more notes of personalization for event attendees.

There are several different scenarios where Event Counter can keep track of the number of contacts that trigger the tool, so share with us how you use it! We want to know. Send your use cases to kenna@plusthis.com for a possible feature!

Curious what PlusThis can do for you and your business? Well, let’s find out! Schedule a Live Demo with me for an in depth demonstration on how PlusThis works, the tools we have available, and what you can do to optimize your CRM today.