A unique use case for personalization tags, and how to use landing pages to trigger automations

Recording of Office Hours hosted by Chris Davis on May 25, 2018.
In this session, we covered:

  • A unique way to use personalization tags
  • How to use landing page software to begin an automation in ActiveCampaign


Chris Davis: 00:01 All right. So let’s start with … We’ll start here. And get my screen together here, and Mark has a question. I’m just going to copy and paste this whole thing Mark and then I’ll read it. This may be an actual tip. Okay. Contact … You had a line break here. And then you had a line break here.
Chris Davis: 00:39 All right. So Mark says … Oh this is the tip. Mark said he has a great tip for the week. And he says, “Add a link in a note which goes directly to the AC contact record so you can instantly click to the contact.” Okay. “Create a message variable with the route login URL for your AC account … Yourlogin.Active … Then add this in your email note. Login, app contacts, subscriber ID.” I almost follow you. I almost follow you Mark. Okay, yep. Mark’s got his handle [inaudible 00:01:18].
Chris Davis: 01:19 Alright, you should be able to talk Mark. Okay, yeah.
Mark: 01:23 Can you hear me?
Chris Davis: 01:24 Yes, I can hear you. How are you doing Mark?
Mark: 01:25 I’m doing pretty good. This was exciting. I was always frustrated that I couldn’t add a link in a note directly to the contact records, so if admin or you’re getting notes on automations, and I finally figured it out. It’s pretty simple. So everyone’s got a consistent login URL sue the base of that for yours and create a message variable with it.
Mark: 01:52 All you need to do within the note is add the code that I put down below. So login[crosstalk 00:02:01]
Chris Davis: 02:01 Oh, okay. So this
Mark: 02:02 That never changes, so you create a message variable of that which is the login ending at the dot com, and then you just add forward slash app slash contacts and then subscriber ID, which will be the user, so when you click on it, it literally takes you directly to the contact so you don’t have to go and search for a name and all that crap if you want to see what’s going on.
Chris Davis: 02:24 Okay, now where would this note go? Like right here on the contact record?
Mark: 02:31 In the notes on an automation.
Chris Davis: 02:33 Okay. Duh, that makes sense. Not on the contact records. I’m already there.
Mark: 02:37 A note you’re sending yourself, your admin, or whoever.
Chris Davis: 02:41 Hohhot, I got it. So then when you click that link in the note, it takes you to the appropriate
Mark: 02:47 Person
Chris Davis: 02:48 Contact.
Mark: 02:48 Yeah, without having to go to AC and then type in and then search for their name, and then wait a second, and then pull them up. Just boom. It goes straight there. Assuming you’re logged in.
Chris Davis: 02:57 Yeah, that’s really cool. And just so you all know, this is what Mark is talking about, If you go to, wait a minute, message variables, I think that’s at lists.
Mark: 03:08 No, it’s under, what the heck is it?
Chris Davis: 03:15 I haven’t used them in a while.
Mark: 03:17 It’s under, no it’s not. Go to the, I can’t think of the name of it right now. Campaigns.
Chris Davis: 03:24 Oh, campaigns. Oh yeah, that makes sense. Cause you’re merging
Mark: 03:28 Yeah.
Chris Davis: 03:28 Okay. Message variables. So what Mark is saying, if you look at mine, mine is activeChris.activehoster.com, so if I just take that
Mark: 03:38 You need the https in front of it.
Chris Davis: 03:41 I’ll take the whole thing, right?
Mark: 03:42 To the end of the com, correct.
Chris Davis: 03:45 If I take that and Mark’s example, he’s got account URL, and then this is login, I’ll do it all caps, like LOGIN URL and then the value is your account.
Mark: 04:03 Correct.
Chris Davis: 04:03 And then you hit add, so now you all see that I have this login URL personalization tag, so that’s all you would need. Because the subscriber ID is gonna be auto populated.
Mark: 04:18 You have to put that code as well. Yes.
Chris Davis: 04:20 Yep. So you copy all that into the note, in an automation, and it will take you right to the contact.
Mark: 04:26 Correct.
Chris Davis: 04:27 Good one, man. All right. So while I still have you, message variables, where they work and where they don’t, to my knowledge, this is to my knowledge, of course in emails, message variables work in site messages, message variables work in personal emails, so that may confuse people. Personal emails are the ones that are right here on the contact record. If you go to the contact record, and just click on anyone. If you send a email from here, this is a personal email. So personalization tags work here.
Chris Davis: 05:08 They also work in saved responses, which are right down here. They’ll work in saved responses. They will work in, I just had it, I forgot it,
Mark: 05:19 Deals.
Chris Davis: 05:19 Yep, they work in deals. They also work in internal notifications. So, here I guess I’m moving fast. In deals everybody, if you had, the app on there, where’s my deals at? You can use personalization tags with the naming of these deals. So this one is named, right here, this is the deal title. But when I create this deal, I think I’m doing it in the automation, I can use a personalization tag to pull data and name it effectively. And then the last one that I wanted, I said notify, notifications, internal notifications, so that’s here. Everyone if I say notify someone, you’ll see all of these icons come up.
Chris Davis: 06:09 So essentially any time you see this icon, you can use personalization tags. Where they won’t work that you may think they will, actually, you know what, I think we have the test personal emails. I know they work in saved responses. I’m not sure they work in personal emails. Actually, I don’t think they do. If I go here and send a personal email, like, send an email, I’ll get something like…oh, they do work. They do work there.
Mark: 06:47 And here’s a tip that some people don’t think about is if you use them in the creation of your emails, even for your template, and you want to globally update every single template in your system, you can do it in one place. Instead of going and editing literally potentially hundreds and hundreds of emails.
Chris Davis: 07:09 Yeah, that’s a really good point, Mark, because a lot of people aren’t thinking like in a template approach. And it does hurt. Like if you want to update, so if you had like emails within an automation, you don’t have to track down each one of those automations, and the reason being is because what Mark is talking about it this. I guess I kind of glossed over it, but when you create a message variable, let me go back to the one I just created. I mean look at, you can do line breaks, you can add html, you know, hyperlinks, right images. This very much does not have to be one work or a single line of text.
Mark: 07:52 If you want to update your logo or your image, or I’ve got a client that just got new degree added to the end of his name, so you just update the image or footer text and now it’s got the new designation.
Chris Davis: 08:06 Beautiful.
Mark: 08:07 It’s global. Now the one thing I noticed with that, is when you do a message variable with an image, there seems to be a delay when it hits the inbox. Like when you click to the email, it’s not instant like when you put an image into
Chris Davis: 08:22 Oh, it’s like taking some time to render the code.
Mark: 08:25 It takes about three seconds or four seconds, so it looks like there’s nothing there, and then all of a sudden it pops in. So I talked to support about that, and obviously there’s some negatives to the delay, so I don’t know if that’s something that can be worked on or not. That’s potentially the only deal killer, because they don’t see your brand right away if it’s your logo at the top.
Chris Davis: 08:48 Right.
Mark: 08:48 Your brand in your email message or footer with text seems to be fine, boom it hits straight away, but as soon as you add an image, it lags a bit.
Chris Davis: 09:00 Yep. Great, well I’m glad you let support know. These are, another one I was thinking, too, Mark, I was thinking of this and you just reminded me that I was thinking of this, is a lot of people are adding disclaimers now, you know to the bottom of their email as far as reiterating why they’re receiving what their receiving, or you know, just going into a little bit more depth. If you had a message variable that, email disclaimer, just called it disclaimer, and then you had your, whatever you want to say, like you’re receiving this email because blah, blah, blah, you’ve given permission, whatever, now, at a point where GDPR, which will not be the first or last time we have this mass Marketing data update.
Chris Davis: 09:59 Now, to Mark’s point, you wouldn’t have to go and update every single automated email that’s going out. You go to one place, update the merge field, or the personalization stage, and now it updates across all of the automatons that use those emails going forward.
Mark: 10:15 Another handy thing that I figured out in this process is if you’re linking within your emails to different landing pages, or using different tracking codes on the link clicks, you can just create a merge code for it. So now if you’re replicating a set of automations which is what I was doing, you don’t have to manually go into each email and edit each single thing, each single link. So if you recall, I had a automation where the client can pick do they want a weekly reminder, a monthly reminder, every six months? So if I’m building that out for different users, and those links are going to different pages or I need a unique URL to track it to distinguish between the main person and the administrator, now if I build the template that uses this, I just go and update in one place and all the emails globally boom are done. That literally saves hours.
Chris Davis: 11:14 Yeah, that’s beautiful. You know everybody listening, it takes some time to start thinking like this, but you can start thinking like this at any time. Just think, oh I guess I had it right here, footer copy. But I guess a rule of thumb would be sit back and whenever you’re doing something, like I’m always assessing what I’m doing. Like if I do a task, I like to break that task down into, Okay, what parts of that task are repeatable, and what parts were just for this one time.
Chris Davis: 11:52 You know, and it’s a healthy exercise to just always go through, and this is even beyond just Marketing automation, you see it the most, the impact is the biggest here, but it will help you understand how to start templating your efforts, so you can leverage. You should be leveraging your work. You know, making it easy for yourself. If you’re going to sit down and write an email for 10 minutes, make sure you get the most out of that 10 minutes, and then going forward, it only takes a minute or two because you’re leveraging the previous 10 minutes.
Chris Davis: 12:24 Just my take on it. Mark, man, thank you so much. Always good to hear from you, man.
Mark: 12:28 You, too.
Chris Davis: 12:30 Great, great. Oh, Mark. What would we do without him? All right, Anthony. Anthony Johnson, I’m trying to think, Anthony is this your first time? I don’t recall your name. You may have been on when I wasn’t here, but I don’t remember Anthony Johnson, and if so forgive me. Okay, Anthony. I’m going to post your question here. All right. I want to use my own forms. For example, UpViral lead pages connect dot IO without using AC forms. Yes. How do I do that to trigger an automaton? Also, all right, so we’ll deal with this one first. How do you do that to trigger an automation. Well it’s 100% reliant on how those platforms. Okay, great, Anthony you are new, well welcome for the first time. But what it’s going to do, it’s going to be 100% dependent on how those platforms do their integration with ActiveCampaign. The only one that you listed that I’m familiar with is Lead Pages. And what Lead Pages will do is when you add the ActiveCampaign account, I mean the ActiveCampaign integration, and then you go and create a lead box or an opt-in form, it asks you, it asks you which form would you like Lead Pages to use.
Chris Davis: 14:01 And here’s the thing, Anthony, when Lead Pages asks for a form they’re one of the few platforms that got it right, like right out the gate. I’ve never had an issue with ActiveCampaign and Lead Pages in this capacity. So let’s say I’m in Lead Pages, it’s going to ask me which form I want to integrate with. And if I select, like dog types, this form, what it will do is, it will pull in all of the fields that are in that form and I can place them on a lead page. Right? Now when someone fills out the form, it’s like the exact same thing as if they filled out the ActiveCampaign form. The only difference, which is kind of a big one, is that site tracking doesn’t get added. But don’t worry about that now, so let’s say I enter this. I just can’t, and I said medium, and I hit submit, this information Lead Pages although it appears that it’s a form on Lead Pages, it’s really just serving as an emulation of an ActiveCampaign form. So this information immediately gets mapped to the ActiveCampaign form and ActiveCampaign sees that as submitted a form. So now I can go to the automations, let’s see here, all right, I can go to the automations here and now I can use submit to form. And it will trigger the automation. That’s how you do it. That’s how you trigger it. If they integrate for forms. If they integrate on tags, you’ll need to determine which tag you’ll like to use in your landing page software, and then ensure that you add that tag as a start trigger. And what were we doing? Anthony interest in, I don’t know, I’ll just do trigger for now. Right? So if the platform ca connect, All right, he says I was able to do that for UpViral, it seemed to work. Was not sure. Okay, okay, great. So if you got it to work that’s perfect, so if it’s tag based. Tags are similar to forms. The only thing, so like the three ways are form, tag, and list. And so with forms you’re pretty safe. Form is the way that I recommend going as long as it’s an option. Right? The next one is a tag. A tag can get a little tricky because sometimes when, depending on how the software is setup, and you’re using the tag for a start trigger, all of the information you captured on the form may or may not actually make it into ActiveCampaign. It’s just looking for is the form submitted? If so, add this tag, and the tag starts the email. So some of them can get a little tricky. Like I said, the tag, the question is what information are you submitting to ActiveCampaign? That’s one thing that you always have to keep in mind. And then list is, is there anything I would say with the list? No. Let’s start on just that. So Anthony, is this alive automation? Oh, the one that I’m showing, Anthony? No, these automations aren’t live, I’m just building them out. I just build them out on the fly.
Chris Davis: 17:41 I attached a list. The list pop up, okay, great. So, I will say this, if you’re using a list, since you said UpViral uses lists, I would create a list specific for those contacts. Okay? Or I should say for that platform. So I would have a list in here and the name of it would be UpViral contacts. You put your website in there and remind people why they’re getting this, you’re getting this because you submitted information, blah, blah, blah. And what I would do is I would integrate that one, that list, and guess what? If you’ve got like a Marketing list or a main list or a master list, if they come in on the UpViral list, and then give you essentially permission to Market to them, and that could be by them clicking a link in an email or expressing it in some way, then you could have them added to your main list from there. So that’s how you would move them.
Chris Davis: 18:47 And the last question is, I tried sending a mass email from a list. Did not work. For that one, that’s going to be tough for me to diagnose on office hours. I’d definitely reach out to support, but I’ll go through the steps just so you can like double check that you’re doing it right. Essentially though, you want to create a new campaign, okay, cool. Create a new campaign, I’ll say Anthony test. And I’ll do standard. Standard is good, the most straightforward. After you go there, then you’ll select your list. So here, let’s say I want to send it to all 31 people, then I can just select the list and be done. If I wanted to get more granular and say of those 31 people, I just want to send it to my customer segment. Then I can go down here and select my customer segment. And now it’s of those 31 people, it’s just going to send it to the customers. What happens if I do this? I’m now at 62 people, right? 31 and 31. 63 people, then it’s gonna see out of those 62 people who are customers and pull them and email them.
Chris Davis: 19:54 Okay, so that’s how lists and segments work. Once you have your segment defined, and if you don’t have any you can always hit create new, but once you have your segments set up, now you actually go into the template builder, for this it doesn’t matter. And now you’re in the email builder. Hit next. After, of course, you update the email. And Anthony, what you should see at this point is the amount of contacts that are going to receive it. Now look at that, it went from 62 to seven. That means, out of the 62 contacts across two lists, seven people are customers. Yes, exactly. Exactly, Anthony. I’m just taking it to them. And this page is important to know that. So you can see.
Chris Davis: 20:49 So what you’ll also see here is maybe you have a list of like let’s say 1900 and you select I just want to send to that whole list, and then you get to this screen and it’s just like 1700 contacts will receive that. Well that let you know that 200 people are unreachable. And you don’t have the ability to mail them. So once you’re done with that you select send now, and you’re off to the races. Your email should fire out.
Chris Davis: 21:21 Great, oh Anthony thank you so much, man! Thank you so much. I really appreciate that.
Chris Davis: 21:27 Yeah, Mark says the new deal feature is not on his account yet, can you show us the deal description, please? Yeah, you know what, I need to check my account. With all of these things, they roll out over time, so over the weekend all of the accounts will be getting the updates. Let’s see, I hope mine does have it, Mark. Let me put that, sorry, let me put that up. Just so we know what we’re talking about. And you’re welcome, Anthony. Thank you so much for asking that question, it’s a good one.
Chris Davis: 22:08 Can you show us the deal description? So let’s see. I don’t have it yet. I have when probability, I don’t have it. And this brings up another good point, too, Mark, well everybody, once it’s enabled, you’ll need to go into your stage and select, like from here I would be able to select phone number, cause it’s not going to automatically update. So you’ll have to actually say here’s how I want my deals to look. And then it will show the phone number. Yeah, I don’t have it yet either, Mark. So, I’m assuming slow roll out. But it should be here at any moment. I’m going to double check with product action. Because there’s probably more people looking for it since we have a blog post about it. What does the blog post say? Does the blog post tell us to do something? So anyways, I can look into that later.
Chris Davis: 23:27 Anthony, I’m not sure if that means you have another question, if so, feel free to ask.
Chris Davis: 23:32 Anderson, hey Anderson, guess what? I did. Anderson said how do I set up goal in my automation? The emoji came through weird, Anthony, so thank you. You’re very, very, very welcome. For this, understanding how to use goals, and it’s only because I’ve covered it in detail quite a few times, this one, and I’ll email it to you as well, but understanding goals with the CPA method and useful site tracking hacks. This one I go through setting up a goal in an automation from scratch, I forget, it may have been Nichole, yeah look at that, look at the screen. My question is about goals in an automation. How to test an automation with goals. So Nichole asked a question that you’re asking, Anderson. Yeah, no problem. So this is going to be great. Let me put it in the chat for you, and like I said, I’ll email it to you as well. Goals.
Chris Davis: 24:45 All right, great. I put it in a chat for you as well. So, yeah, give that a go. Yes, you are very welcome. And welcome to you, too. I think this is your first time, too, so welcome. I’m glad to have you. I’m surprised, honestly I’m surprised so many of you made it today, given that in America, it is Memorial Day on Monday. So the office is closed here, and a lot of people have taken off, in terms of this company, I just know around the country that a lot of people are taking off early so they can travel on the weekend. So I’m excited, I’m excited to have you all on, but at the same time if you want to clock out early, clock out of the business early and get a jump start on barbecuing or going to visit family, I totally understand. In fact, if you don’t have any more questions, okay, let me see.
Chris Davis: 25:42 Okay, Mark says, looks like the new deals feature is active, as you say you need to modify with deal stage to show what you want. All right, let me see if I can do it, Mark. Cause I was, it just didn’t see that it gave me the option to display the oops, did that wrong. Got when probability. Yeah, I’m not sure. Click the gear. All right. Got that. Then maybe right here, click the gear? Yeah, I just don’t see the form, which is fine, which is fine. I know it will be here shortly. Yeah, it will be here shortly. For all accounts, I should say. All plus accounts. I should say. So I’m glad at least you can see it. Right click add and drop down on the right. Oh, right here. Oh. I see what you’re saying. Okay. Deal age. Can I do? This is the sorting. If do deal age. All right. Then why didn’t? Then I clicked there. Deal age. It looks like get more detail. Absolutely. Cause I am, I can’t figure it out right now at this point. The next action is in two days. I honestly don’t think my account has it yet. Yep, no worries at all, Anthony, I’m glad it helped. And listen, we’re here every week. Every week on Friday at 1:00 p.m. we do office hours, so keep bringing the questions. Keep bringing the questions. We’ll be here. You enjoy the holiday as well, Anthony. Be safe. Be safe, please. Everybody be safe for the holiday and in fact, I will work on getting some help documentation up and updated for the new feature that has launched, so that I won’t look like I don’t know what I’m doing. Like I said, this launched last night, everybody, so as soon as it launch, we bring it to the Market and let you all know. You are always in the know.
Chris Davis: 28:56 With that being said, it’s a little early but I feel like there’s a few people that are taking off, I don’t want to hold you all up too much on a Friday before Memorial Day or if you have anything to do, even if you’re not in America and you want to observe the holidays or whatnot [inaudible 00:29:16]. All right, all right, Mark, hold on. Mark’s got one for the, he’s got a save. One of the last minute save. Okay. So deal age for, he says pick the deal age on both the left and the right side of the drop down. Okay. All right. In card appearance area. All right. Then I will select, help me out, Mark, in card appearance area, yep, click deal age. I see deal value and deal title. Ahhh, change from hidden. Okay. And then do deal value? Or deal, yeah, I don’t think I have it, man. Yeah, you have it active on your account. I’ll get it. I’ll get it on mine just so we, so we’re all on the same boat here. We’re all playing equal. We’re all playing even, so. It’ll be there, I’m not worried about it.
Chris Davis: 30:32 But thank you for that, Mark. Thank you for that. And like I said, everybody, have a great weekend. GDPR is here and I would love, love, love, love to hear about how you are successfully handling it next Friday if you want to share. If you have pop ups, language you’re using, images, just anything that would help other users kind of wrap their head around it. Because it’s brand new to every single person on earth. Even the people who came up with the regulations in the EU. They have never been on this day before what they’re being live. So nobody knows what to expect. Not one person on earth. Don’t believe anybody that says they do, and all we can do is continue to commit to be responsible Marketers. Be clear with what kind of communication we’ll be sending. Send that. Let people unsubscribe easily. Don’t spam them. You should be fine regardless of what regulation or law changes.
Chris Davis: 31:32 So with that being said, everybody thank you again so much. Mark, you have a great holiday as well. All of you, all of you have a great holiday. Thanks for attending Office Hours this Friday and I will see you next Friday.