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Automating attendance for live events

Recording of Office Hours hosted by Chris Davis on March 9, 2018.

Topics covered in this session:

  • How to track attendance for weekly classes
  • How to send reminders to contacts who haven’t attended a class in a given timeframe
  • How to handle pending payments in Shopify

Transcript

Chris Davis: because, as a previous user, before I was an employee here, I always felt like I had good ideas and if you guys could just do this. You know how it is, sometimes on the outside, you don’t have as much influence, of course, well, all the time really. On the outside, you don’t have as much influence as you do on the inside. The Automations Team has been working. They’ve been pulling from, not just myself. I wish it was just myself; I wish I was that smart, but myself and other people here to overhaul [00:00:30] the automations page

Before I get to it, what my desire was is can we give you the maximum amount of information without having to go inside of an automation, and the answer now is yes. Check this out, everybody. When you go to your automations tab, this is how it looks. Oh!. Okay, I can do this, just let me calm down. Originally, you’ll go to [00:01:00] your automation screen and you see goals, progress in here and then over here the edit. But now, we are introducing automation stats. I can get a top-level view of exactly what’s in my automation, who’s in my automation and what’s going just bring over this stuff. Let’s look at this one, scheduled time request. I see it’s not connected to any [00:01:30] automations, look at one that is connected. You see that? This green arrow means that in this automation, I have people enter this automation, and I can click on the link and go to that automation.

Now, that’s automations, this also tells me how many people are currently in the automation. And by in, this means are active. If I look at this automation, I should see three people waiting somewhere. [00:02:00] There it is. This is not the total people, look at the total people who have entered, 12. It’s not that, it’s not the total people, it’s the amount of active people within that automation. Let me just, and I’m already showing one of the features now. But this is the amount of total people. And then look, you can see your emails from the automations page. Look at this one, it’s got four. I can see all of them. And if they [00:02:30] were live like this one, I can see the open rate. This is not live, one had data. Look at this one. Wait, where did it go? There we go 100% open rate. I thought I had one, this one’s a 22%.

But anyways, do you see that? You can see all of this data before going in, even having to click inside of an automation. Lastly, look at these goals. Everybody’s like, “Where did my goals go? I can’t see it here.” Well, it’s right here. [00:03:00] And if you have more than one goal, it will show you both goals just like it did before. That’s some of the stuff, we’re still not done everybody. Check this out. Tell me this, those of you who use labels and I hope most of you do, have you ever did this, gone to a label, selected it and then selected an automation? Let’s say I select this automation and then wanted to go back, you wanted to hit back in your browser [00:03:30] to the sorted, your previous view. Prior when you went back it just was the default, all of your automations and then you had to go select label again and re-sort.

Look what happens when I go back now. It takes me right back to my labeled view or my previous view right. [inaudible 00:03:57] says that. Listen everybody if you’re not as excited yet, [00:04:00] it’s because people who have been using this platform for a while, these are just little things that is just like if only you could just do this one thing, they’re just those little nuances that kind of drive you crazy. Oh, okay. Okay, Rick I got it. Yeah, now it keeps track of where you’re at. Now, remember, the labels are no longer [00:04:30] to the left, they’re up here. You can select the label here and you say, “Oh, look at all of the information that I have in my Office Hours label.” This email has four, I mean this automation has four emails, let me check this one out. You know what, I didn’t test. What if I go and look at that email? I’m in the overview page, what if I go back what’s going to happen? Let’s see.

I go back, and look at that oh, the breadcrumb. [00:05:00] So great, right? Now, you can easily go back to where you were. Of course, status that’s the same as before when we went to the new nav, it’s here. But even more importantly, here’s another use case everybody. Remember when you didn’t know to create labels or if you did know to create labels and you went to create a new automation and you’ve got a lot of automations. [00:05:30] And after you’ve created that automation, you either A, forgot to name it or forgot what you named it and it’s lost, because by default it’s all sorted alphabetically and that was the only way. Well, look, now we can sort by last edited. That one that you created would have been right here at the top regardless of the naming or anything. I’m telling you, these are things that used to drive me crazy.

It was getting to the point where I was like, “Look, [00:06:00] give me the ability when I go inside … Oops, sorry about that. Give me the ability to set a label inside the automation. Give me that ability to set this label because when I go back to automations, it’s lost. I can’t figure out where it’s at. Now, I can sort by last edited and it will always be at the top or I can sort by many other things, highest activity. I haven’t tried [00:06:30] this one, I think highest activity is going to be based on how many people have entered the automation. If I go here, I bet you there’s a lot of people that have entered this automation. Yeah, 32. And this is my test account, so that’s a lot for me because I don’t really send real emails through here. And look, I’m going to hit back twice and it still took me here.

This is based on how many people have entered the automation, highest activity, oldest created. [00:07:00] This was the one that I created first, look at that, event registration was my first or this test run was my first automation, wow. Newest created, we’ll sort right here. Oh, last edited and newest created, that is different. And then alphabetical, A through Z or Z through A. These are all the things that are now at your disposal for the automations [00:07:30] page. These automation stats I’m telling you, they’re just going to make your life so much easier, and I’m so glad. Look at this one, it’s connected to an automation that’s inactive. You can just get so much information now from this page. I know those of you who are real advocates of organizing and keeping track of your automations and everything, this is exactly what we’ve been waiting on.

Hats off to [00:08:00] the team, the automations team, product team, devs, everybody who had their hand in it. This is great, this is great. And I’m just glad I got to showcase it today. And you’ll see it, we’ll see it. We’ll see how good it is as I start to answer some questions from email. If you have any questions feel free, put them right in the chat. I’ve got a couple, I’ve got a couple in email that I’m going to read. Here it is. [00:08:30] This is Rosalyn, and like I said, if you have a question, just let me know. Rosalyn, she says our church marriage couple’s ministry is now using ActiveCampaign. And we have weekly classes that we want to track attendees. If they don’t come to class after three or more times, we want to reach out to them and encourage them to join us. [00:09:00] She said, I was thinking that I could use Google Forms. And then she came across the videos, I can’t watch those videos, I should have watched them. I didn’t have time to watch them beforehand.

But she came across a video in there talking about Google Forms to track attendance. Okay, I got it. Let me show you all this. In this video that she sent me, you see that. It’s using a Google Form to say, hey, [00:09:30] she’s creating a Google Form for every … What do you call it, every class. And then she’s just going to go in here and select whether they attended or not. And then track it that way, you could. There’s probably a better way to do it though, just wanted to show you all. Let me finish the question here. And remember, it’s open to all of you. [00:10:00] I would like to integrate the Form results with tags that could go into ActiveCampaign. Then we could have an automation that lets them know that we’ve missed them and hope to see them soon. We also could ask them if everything is okay, and if we can help in any way.

I’m not sure how to go about this given that we meet with over 100 people weekly and offer classes all year long. I don’t want to generate too many tags, tag/contacts either. It would [00:10:30] be nice if we could have something like a counter that would only tag after so many times. All right. Excuse me, this is great. This is a great question because this is engagement frequency. Email one day early on. Oh, Ron, let me see if I got yours. I have yours, Ron, I have yours. Yours is next, yep. What we want to do [00:11:00] is we want to track engagement based on them attending these classes. Here’s where it gets critical Rosalyn, they must, these classes must happen consistently. Well, if we’re going to use engagement tracking. The easiest way would be to have these be consistent so that you know if it’s been three weeks and they don’t have an attended tag that they’ve missed three classes.

That will [00:11:30] be the easiest way. And it says we have weekly classes. Given that it’s consistent, you could use our engagement tracking and we can keep it really … Oh, did that? Oh, look at that, everybody, it auto-updates. Did you see that? I didn’t even have to hit search. I can’t remember if it did that or not before. But anyways, it auto updates. Part one engagement tagging, here we go. [00:12:00] And what is this doing? It’s saying wait for 7 days, wait for 21, X, Y, Z. We would use a version of this that waits for three days then says reach out. And then at the point in which they’ve attended, it stops this automation so that they never are reached out to as long as they’re attending a class, as long as they’re attending one of three class, one of every three classes. [00:12:30] That sounded really, really confusing.

Let me show you the other part of the engagement from what I’m thinking. And everybody, I’m open. This is not me mandating we do things one way, this is us communicating and trying to find a common come and go. Anyway, it looks like I have to create it. Mark says, if the attendance is updated manually, you could use a CSV in [00:13:00] a blow to AC custom fields. Yes, mark, yes, yes. You know what, here’s what’s important, here’s the question that I have. And Rosalyn is not with us, but do we care about tracking which one they attended or do we just care to track that after missing three we reach out to them? Because that’s going to change my approach. If I care which one they attended, I want to be able to track the ones they’re registering as [00:13:30] registering for as well as attending. That changes things. But if I just want to track, “Hey, you signed up for a class and it’s been three weeks since you’ve attended one, let me reach out.” That’s totally different. And, in fact, that’s a lot more simple.

The question is, how are you marking this? How are you monitoring it? I’m going to take what Mark’s suggestion is, and I’m going to say [00:14:00] people show up to the class and they just sign in with their name. It would be nice if you had an iPad and they could check in by typing their name, typing their email in and then that form would capture them immediately as attended. In fact, that’s what I’m going to do, that’s what I’m going to do. That’s the high tech version. If I had a form and I could then just [00:14:30] create form for every event, pull that form up and go here, do the integration status link. Open this link on my iPad or mobile device. And then they come in here, they put in their first name, their email and they hit a 10 or I attended or something like that.

Now, immediately, this is simple. Every form in ActiveCampaign [00:15:00] now is my attendance, that serves as my attendance. Using the link for the form, I’m creating one for every class. Now, when people come in, the first thing they do is, “Hey, can you sign in on the iPad right there?” They type in their name and their email, hit sign in. And in the form data, you see these statistics I can view all the contacts. Those are essentially everybody, [00:15:30] those are all the people who have attended. Those are all of the people that attended. Now, at that point, I should just create a new form, Rosalyn and attendants. It doesn’t matter, create. I’ll just say, sign [00:16:00] in below, just keep it simple. Do something like glad you could join us, please sign in below using the email address you used when [00:16:30] registering. There’s probably some typos in there, but it doesn’t matter.

Right here, go to submit and to sign in. And then what I will want to do is here on the form action, I’m going to add a tag and say something like action attended a class. That’s it, okay? [00:17:00] All of these forms now have this. Remember, if you don’t want confirmation opt, then I’ll turn that off. It says, “Thanks, your attendance has been recorded.” Integrate grab the link, this is my link. [00:17:30] Here’s my link everybody, it’s kind of like a landing page. Now, when someone goes and fills out this form, I know who attended based on the people who filled out the form. If I’m doing this every week, I guess you run the potential of having 52 forms and so on and so forth. You probably don’t need to keep the forms though. [00:18:00] That’s one way, something to think about doing this way unless it’s the same form.

No, you want to track which class they went to. Maybe it’s the same form and then you have the classes as checkboxes our radial buttons, that’s probably what I would recommend. Now, you can use the same form and [00:18:30] then here and say select your class, marriage on the rocks, driving marriages rock, rocky marriages gone better. Here we go, [00:19:00] and then I do this, select your class. Now, I can use the same form. And when they enter their name, they select which class they’re attending. Now, I don’t need 52 different forms. If I wanted to make this a drop-down and just have, I don’t know, 10 to 12 classes because you’re only offering so many classes a year. Now, you can use the same form for everyone. And then the custom field determines which one they attended. [00:19:30] Now, remember, we’re using the tag attended a class to trigger or not our reach out for them because they’re slipping away.

All right. There’s a couple comments, I want to read the comments out loud. Ron says, what if they use the engaged automation and sink it. Brenda said, well, you can use custom fields then there is a trigger for the field change that we can take advantage of. Yep, right, right. [00:20:00] That’s a good one, Ron. If you add a date of the event tag, you could then use logic to see if they missed three days in a row. Yeah, you could do that too. And here’s the thing, Ron and Mark, here’s what they’re talking about is there’s many levels of depth depending on exactly what you need to track. That’s kind of the question mark here is what exactly do you need to track. In this case, like I said, I’m making some assumptions everybody. I’m making assumptions that [00:20:30] the classes are finite for a year. And all I want to do is be able to track attendance.

Now, I added a bonus by them selecting their class, I’ll also be able to see which class they attended right. That’s a bonus and ought to be stored in a custom field, which is essentially what you two are saying, storing it in there. But this way, I don’t have to do it manually. I just have this pulled up every time. And, in fact, look at this, [00:21:00] what I wanted to do was kind of like Google Forms does where it’s like, “Thank you for signing up.” What happens if I do this? I don’t think the thank you page will let me, but I wanted to link them right back to the form. Something like that, but this is not a hyperlink. Is this HTML? I wonder if HTML works here. [00:21:30] Did I do this right everybody? Each ref, [inaudible 00:21:40]. No, so HTML doesn’t work here either.

What I could do is this, honestly. I didn’t want to do that, I could just do this. I want to make it easy, I’m envisioning there’s a line of people. And the next person would see [00:22:00] this thinks your attendance has been recorded. I want to tell them their attendance has been recorded, but maybe this is better for it to just go back, go back to the initial form. If they fill this out, they hit sign in, then it just goes back and says sign in below. Now, that could be a little jarring because they’re like, “Oh, did it work? Where’s my information?” You want to have a thank you so the next person there, you’re probably going to have to have somebody man the station and just kind of hit refresh on the page so it goes back to this. [00:22:30] But it’s worth it because you get all of the data in digital form in a custom field as well as the frequency in which they’ve engaged or attended. Let me see if I can one more action. I’m curious, can I add a note, no.

All right. Mark says, any changes to the new UI, you are aware of the automation tag. Mark, we actually just went over the automation’s overview page update. You should have it in your account, but definitely check [00:23:00] out the first 10 to 15 minutes of this recording. You’ll see it when I go into the automation as well. But yeah, there were changes to the automation page. We added automation stats, which makes things a lot easier. Now, remember everybody, when they fill out this form, that’s going to say they attended a class. An extra-credit in the custom field, I can see which class they attended, the latest class that they attended because this radial button can only have one value. [00:23:30] It’s going to show the latest class that they attended.

All right. I have that now, I’ve got all of this down. I can track if they’ve gone to their classes or not. It’s all automated, they fill out a form. If I don’t want them to fill out this form, it’s going to be a sheet, it’s going to be a sheet. They’re going to come in and sign a sheet and then somebody after the class is going to have to go in and put these names into ActiveCampaign and select which class they attended. [00:24:00] Essentially, the person is going to have to do this instead of the attendee, someone on the team. It’s just a matter of do you want to make it easier for yourself and more convenient by providing it in digital form, or do you want to keep it old-school kind of pen and paper? Risk manual input error and manual input and it’s taking a bit longer.

All right. Mark says, if there are 100 people, it will take [00:24:30] a long time to get them all to fill it in. Also, couples, so one entry per couple. Mark says, I’d use a person to check them in and upload via CSV to make check-in fast. You know what Mark, that’s a good point. I probably could use some other information on here like your name and then spouse’s name, then primary email. I could probably do that, I could probably add that on there. And then instead of … Oh, Mark. [00:25:00] Let’s blend those Mark. Now, I have the iPad and I’m essentially saying, “Hey, what’s your name?” And they’re telling me their name, I’m typing in their name and their email and then I’m selecting it. Hit sign, okay, you’re signed in, then the next person. Because I remember when I go to classes on campus and everything and I have to check in, people are always like, the list is printed out on a clipboard and they’re scrolling through to find my name.

[00:25:30] It’s scrolling through to find my name versus me filling the information in. Either one will work. We have the information. Now, if we do it the other way where all the names are printed out and I just check, “Hey, are you here?” They say yes. I’m using my paper to say check, yes, they’re here. Then I have to go back and just upload all of that information via CSV. You know what we could do … I’m really going now. [00:26:00] Mark, what if we had a spreadsheet. When people registered, they registered using a Google Form, which added them to a spreadsheet. And then there was a column that said attended, and I could mark it yes or no. And then right when I mark it yes, it triggers a zap in from Google sheets to ActiveCampaign and tags them as attended. That is another way right.

Mark says that works. [00:26:30] That will probably be the easiest now that I’m thinking about it because then that person can have that same iPad up and they’re looking at a spreadsheet. And they’re saying, “Okay, what’s your name?” They find the name, click and just say yes, they attended. And then we have a zap in the background that sends that contact’s email address because they provided the email address. They don’t have to provide their email address again, it’s already in a ….

Let me show you all what I’m talking about because I don’t want you [00:27:00] ought … This is a really good use case and I want you all to understand exactly what I’m saying. Here, let’s just say we had name, email, spouse name, attended. Now, this is going to be filled in from [00:27:30] a Google Form.

All right. Let me … oops. When someone fills out the registration Google form, it’s going to populate those fields. If I have this one register for the class below, and I have a name. How do I add another one here, everybody? I haven’t used Google [00:28:00] in a while, plus. Oh, okay. I got you, email, spouse’s name. And then what was my other one? Email, spouse’s name, attended. And then I’m going to change it, attended. Yes. [00:28:30] What happened? Why can’t I change this? I can change this, let me just do that and another option. That option, no. Add option or other … Anyways, now, response, can I create a spreadsheet? Select an existing spreadsheet, [00:29:00] I’m just going to go and select and I’m going to do Rosalyn marriage classes. And there, this was the sheet that I created so I didn’t need to do that. Let me just delete that.

Now, when they register for this class, there it is, there it is. I can show you what it would look like, we would do, there we go. How do I preview? There [00:29:30] we go. Johnny news men. They knew at aol.com, Sarah and then hit [inaudible 00:29:49]. Now when I go there, I just realized I probably don’t want to have attended on there, on the actual registration form. I will take that off. Then I say submit another response, I wouldn’t [00:30:00] have this attended there. But look at that, when they did that, I’ve got their name, email, their spouse’s name. And then I’m going to go here, and you know what I would do, I would do something like this. I’ll go and do data validation, and I would do a list of items. And I would say yes, no just to control input, hit save. And now when they attend. I can mark it as yes.

[00:30:30] They’ve registered, they’ve added themselves automatically to this list. And each Google form will have its own class and its own spreadsheet. Maybe there’s three people, one for each class and they’re all checking people in. What’s your name? “Hey, I’m Johnny and I’ve got Sarah with me.” I say, “Okay, they’ve attended, yes.” I’m just marking yes. At that point, I could have a zap look for this data, this field to change to yes and then send over [00:31:00] this information and tag them as attended. That’s as far as I’ll go with that one. Now that they’re tagged as attended, here’s what I want to do. And I will oversimplify this a bit because I think the bigger piece is here’s a new automation’s overview page, Mark. If I go here, start from scratch, continue and say, [00:31:30] I’m not going to have a start trigger. I’m going to have a condition wait for three weeks. Enter in here wait for weeks, and then I’m going to send them an email. And this email I haven’t seen in a while, I’m [00:32:00] just going to into a draft for now.

Okay. And I’ll show you how they’re being added here. After three weeks, they’re going to get this, I haven’t seen you in a while, come back essentially. If they don’t come [00:32:30] to class after three or more times, we want to reach out to them to encourage them to join us. And since we’re sending out weekly classes, that’s where my three weeks comes from. Filling in the blanks here. After three weeks, send them, “Hey, haven’t seen you in a while, come back.” Now, how do they get into this automation and how do they get out? When they get in by coming into this automation, it should have been … I shouldn’t have closed it up. [00:33:00] Right when they register, at the point of this submission, it should also add them here. We would need to use a zap though. Oh, no, no, no. I’m sorry, I’m sorry, I do not want to add them there.

Forget what I just said everybody, don’t remember that, Men in Black state, just swiped it so you can’t remember. What I want to do is in the event [00:33:30] that they register, here I’ll just say registered, register for a class. I want it to run multiple times. When they register for a class, what I want to do is stop the automation that has them waiting. This is [00:34:00] just our frequency engagement, but it’s way more simple. Oh, element OBQR, sorry, Rosalyn. Where are you three weeks? Right when they registered, I want them to stop this automation. If they registered and it’s been a week and they attended, stop this automation. Don’t send this email to them because they’ve registered [00:34:30] or I should actually say attended. That’s what we wanted, attended. I think I had action. Yeah, it’s all coming back to me now, action attended class, sorry.

When they attend a class, that’s what we want to stop their progress here so they never get this email. They’re in here and maybe they’re waiting [00:35:00] for two weeks, they miss one class but come the second week. They have attended, stop this so that they don’t get that. How are we marking that they’ve attended the class is this right here. When I click yes, they’re getting the tag that says they have attended, which means this starts, exits the automation. And what I would do is I will wait one day. You know what I’m going to do, I’m going to start automation. I’m just going to loop them right back [00:35:30] in there, I’m going to start from scratch. This is a counter, Rosalyn says she doesn’t know if there’s a way to add a counter, three weeks, add them right back in there. The next day they’re right back in here waiting for three weeks. And if they attend a class before three weeks, I’ll stop. Wait a day, start over. This is just going to always run.

Now, if it’s beyond three weeks and they don’t register, they’re going [00:36:00] to get this email, “Hey, it’s been a few weeks. Love to see you at our classes, click here to enroll, to register for our latest one or call us and let us know if there’s a class that you’re looking for if there’s something that’s happening.” This is all automated, it’s all automated. And they register, and all it requires is for you to go into your spreadsheet for each class and say whether or not they attended. That is [00:36:30] definitely a solution, Rosalyn [inaudible 00:36:36].

All right. Great, great, great, great. And look at that, she says, “Given that we meet with over 100 people weekly and offer classes all year long, I don’t want to generate too many tags.” This one, what do we have? We have one, oh, we’ve got two. Oh, no, we don’t, we’ve got this set to multiple times. Every time this tag is added there, they’re just fine. [00:37:00] This way, what do we have? We have one tag and one custom field really so you don’t need to do over 100 or whatnot. This solves exactly what Rosalyn was asking. Ron’s got one. By the way round, Ron, I don’t remember your name. If this is your first time, welcome. And, in fact, welcome all my first-time attendees to Office Hours. I’m glad to have you in.

If [00:37:30] this is your first time, we’re using the chat to ask any question. There’s no question that’s crazy, stupid, too advanced, too slow or too small. Just any question is open and available. I want to invite that to you all. Ron said it’s his first time. Okay, great. Emily has a quick question. Yeah, no problem Joe, no problem at all. Emily has [00:38:00] a quick question, would you also need to remove the action attended class tag before the loop back into the wait for three weeks automation? I did think that, but if I set this to run multiple times even if the tag is present, through the Zap it’s added again, this will run multiple times. But you very much could just to be safe. To be safe, I could go … I don’t know right here, exit this [00:38:30] automation.

In fact, I could do it right here. Remove the tag, action attended a class, because I’m using it as a trigger, I’m not using it as historical data. If I did it here now the second day attended, remove the tag so that when it’s added again, this will fire. This doesn’t hurt to put in place just kind of like as a fail-safe. Thank you [00:39:00] for that one, Emily. Ron, I believe you had a deep data question. Oh, yes, here it is. You got a question with Shopify. And I believe I have a solution, I got to read yours briefly before Office Hours. Ron, all right, I have a client with a Shopify store. During the payment process, some would pay with credit cards. And [00:39:30] once the payment goes through, the status changes to paid or otherwise if there’s a problem, the status is pending. All the clients that are under pending, those are the ones that I would like to follow automatically.

To do that, I did the following. We’re following this, there’s two statuses. Your payment has either processed or if there’s an issue, it’s pending. If it’s pending, what Ron wants to do is recover. He wants to recover you or just make sure [00:40:00] that you don’t abandon the checkout process. He’s got AC and Shopify are connected in sharing info on the purchases that I can see under the contact. He created a zap in which when the payment status is pending, it will send a trigger to ActiveCampaign to a specific automation. And an email with the status goes to that particular customer. [00:40:30] Now, when it goes to pending, it’s going to trigger an automation and eventually send an email to that person saying, “Hey, your payment is pending, there’s something wrong, finish your payment here,” or whatnot.

The question is, how do I keep following the status of this customer over time so I don’t keep emailing them reminders? The logic [00:41:00] said that there should be a way to check when the status changes in Shopify so this info can be grabbed by AC and into an automation in a way that I can identify, but I couldn’t find out how. Since both platforms are used heavily, I thought it may also help others in my situation. Great question, Ron. That is a good question that I don’t know the answer to when it changes from pending to paid. I know for a fact one thing happens, and that’s this. [00:41:30] Do I have the conditions [inaudible 00:41:33]. What is it? Oh, start trigger, right here. I know this happens, makes a purchase. I know that happens.

Whenever a purchase goes through whether it’s clean or it goes from pending to purchase, it is logged in ActiveCampaign as makes a purchase, as an action. The thing is, [00:42:00] this happens for all purchases. Excuse me, what you’re saying is you want the purchase that is specific to the checkout items. Now, what are the chances that they would have started a checkout process and then started another one? I’m not sure, but that’s the only caveat I see here. What makes a purchase would definitely be the easiest [00:42:30] way to report back to ActiveCampaign that a purchase has been made. And if that’s the case … Discard, oh, I didn’t want to discard the automation. I just took out the automation, oops. Well, that was a new field. I wasn’t used to seeing it. You all be careful of that field because, oh, man.

Okay. All right. There you grab [00:43:00] them all [inaudible 00:43:01]. You’re going to have the pending purchases sent over. You know what, the safe way … I’m trying to think, I would, I would. I would start with this, let’s always start with a simple solution everybody. There’s going to be a tag added from Zapier. [00:43:30] This means they tried to do something and it didn’t work. Their payment is pending because it didn’t clear. Then Ron’s going to reach out to them automatically and say, “Hey, is something wrong? Did something happen here?” Or send them a reminder [00:44:00] that finish. Essentially, this is cart abandonment.

Now, what we can do is we can have a number of reminders. We have a number minders and what would execute them is. And let’s see, [00:44:30] I could go down here and go to e-commerce and say. What I would do is this, I could simplify it. Since it’s Shopify, I know that all Shopify orders have a specific tag added and that tag is Shopify customer. But that will only work on [00:45:00] their first one. That tag, that’s only going to work on their first one. It’s a good question, Ron, it’s a good question. The reason why I’m hesitating on this one … wait until. The reason why I’m hesitating is because once they’ve made a purchase, once they’ve made their first purchase, this is no longer true. [00:45:30] They can never be reminded again. And maybe that’s what you want right your first-time purchases or do you want everybody to get the payment, something was wrong notification.

I was thinking on checking the shipping method to shipped on the shipping [inaudible 00:45:50] because if it was shipped, the payment was accepted. Yeah, ideally, this logic works, Ron. it’s just going to be a matter [00:46:00] of the conditions and criteria. You’ll want some trigger for the payment pending right now, it seems like Zapier is that for you. And then the next thing that you’ll want to do is make sure that what execute or stops that automation is either them making a trackable means of the purchase being made or the shipment or the product being shipped, whatever one [00:46:30] because I’m sure it works. Whatever one you’ll want to put that condition in the goal. And then that way, they won’t receive this, they won’t receive that reminder.

Ron, give that a try. Build that out and let me know how it goes. Like I said, sometimes these things are a bit more involved. There may be some details in there that I’m easily overlooking. But yeah, try that out and let [00:47:00] me know. I’d love to have you report back, let me know how everything works so I could share with the group. Thank you so much, Ron.

All right, Joe. Hey, Joe, I’ve seen you before, this is not your first time. Welcome back, Joe. I remember your name. Here’s Joe’s question, I’ve built out all [00:47:30] my automations and I’m pretty confident they’re all good, great. But I can’t really test them completely because there are so much waiting between actions. I saw something about skipping wait times, but I’m still a bit unsure of how to do that. And what I’m also trying to figure out … let me do that. And what I’m also trying to figure out is if there is a way to include the Zapier integration with those tests other than isolated test in Zapier. In essence, what [00:48:00] if the closest you can get to a true life … what’s the closest you can get to a true-life test without the wait times?

You can simulate the entire thing Joe, that’s what I would recommend. Let’s look at Rosalyn’s. Rosalyn, three weeks. I’ll go into here, let me grab my fictitious twin brother, Phil [00:48:30] and add him. How amazing is poor Phil, he’s been added to everything. Three weeks. Now, I’m in Rosalyn three weeks, I don’t know why I’m in there twice, but I’m in there. And from here … Oh, oh, that was actually the big part, Joe. You pull up the contact [00:49:00] under question, hopefully it’s you for the first time to just kind of test everything out. Go to the contact view under automations, select the automation under question and click view. And then it’ll show you right where that person is. If you want to skip this step, you just hit skip this wait action. And if I do that, that skipped it and now I’m here.

All right. As you go through your entire [00:49:30] automation, if there’s actions that send stuff out to Zapier or if Zapier is waiting on things. As far as the wait conditions, you can bypass those in ActiveCampaign. Now, depending on how you’re trying to simulate the entire thing, I know sometimes I’ll integrate my online scheduling platform with Zapier. Then I can skip a wait state in ActiveCampaign, but then I gotta go run into my calendar software and actually scheduled an appointment to see if there’s conditions outside of just waits or other third- [00:50:00] party tools that need to be met to truly test it out. But that’s exactly how you would do it.

All right. Cool, cool. Thank you so much asking the questions, let me know. Awesome. Okay. Great, great. Glad that helped, Joe. Perfect, perfect. And Jackie, welcome Jackie. Emily, I don’t think I called you all out, a few other people. Well, you know what, let me not call everybody. [00:50:30] I’m sorry, I don’t want to put people on the spot. But let me put it like this, everybody whose name I see in attendance, welcome. Welcome to Office Hours, I’m glad to have. Yup, no problem, Joe. Have a good weekend man. In closing everybody let me just recap. This is our new automation’s overview page. And what we added was automation stats. See this column of automation stats. And now you can easily see how many emails are [00:51:00] in your automation, how many people are currently in the automation, what automations that it’s connected to?

And if it is connected to an automation, is it active, inactive? And then lastly goals, the number of goals and the percentage of conversion, it’s all here. And, of course, my favorite is this. No matter where [00:51:30] you’re at, now I’m on a labeled view. If I go into the automation, guess what, when I click back, it takes me right back to that labeled view. And what we found is that it even works for if I have a search parameter. If I search for interview under the label external podcast interview and I go in there, watch what happens when I go back. It takes me not only [00:52:00] to the label, but the search as well. Really good. Oh, Jackie, Jackie, oh. Jackie has a question. Isn’t that nice, mark? It’s something so powerful and simple, we’ve been waiting on it for a while. It’s good to see it.

Jackie, is it okay if I put your whole name like it? I’m going to [inaudible 00:52:24] Jackie O, I thought it was very unique. I just want to clarify, you can’t [00:52:30] add any other fields to a pop-up form besides name and email, no custom or other fields allowed. This is true, Jackie. Yes, your observation is correct, you are correct. And this is what Jackie is talking about when you’re creating the form, when you’re creating the form how you can do floating bar, floating box and modal. If you select modal, yes, [00:53:00] you’re only going to put name and email field on that one. Jackie, you’re 100% correct, yep. Emily says, “I’m new to AC. Looks like I picked a good time to join.” Yes, yes, Emily. And, in fact, Emily if you’re new, please come back every Friday at 1 o’clock please come back here along with any one on ones that you’ve scheduled as well as help documentation that you’re working through.

Seriously, use this to your advantage to get [00:53:30] up to speed, stay up to speed and get ahead of the game. Office Hours, every week, that’s what I’m here for. Great, I’m looking forward to seeing the progress Emily. With that being said everybody, we’re at our 2 o’clock spot. I want to thank you all for attending today’s Office Hours. This was really exciting getting to unveil the new automation stats on the automation page. Everybody, have a great weekend, have a great, relaxing weekend. Whatever you do, enjoy yourself. [00:54:00] Unplug, just renew your mind, get some extra rest. Do something that makes you feel good. In business, a lot of times, we just are so heads down all the time.

Cheers to you as well Mark. Good to see you Mark, always good to see you. And everybody from Jackie, Emily, Mark, Ron. Other names, let me see, Joe. Who else? Riker, everybody thank you for attending, every single person. And like [00:54:30] I said, have a great weekend, automate responsibly and I’ll see you next week.