Building branded email campaigns, creating a 5-step referral form

Recording of Office Hours hosted by Chris Davis on March 30, 2018.
Topics covered in this session:

  • How to create a segment of contacts and send an email to that segment
  • Automated tagging with Shopify
  • How to build a branded email template with our drag-and-drop campaign builder
  • How to create a 5-step form


Chris: And for those of you who have sent an email, if you have not … if I do not mention your question today, it’s a good chance that in this process of setting up the, some things may have got lost in that process. So, feel free to copy and paste your question inside of the chat, and I will get to it. Erin, are you on? [00:00:30] Erin? Yes. Erin, you are on. So, Erin, I have received yours. Let me copy and paste your questions. Erin, glad to have … oh, Riker, I missed this.
Okay, yeah. Yeah, Riker. Riker, two good questions. I don’t know about the “ask me anything”. I’ll find that out, too. Yeah, I would love to hear your scenario. We’ll see if we can [00:01:00] figure it out then. The collective minds sometimes are stronger than just one.
Alright. So, Erin, nice to have you on for the first time. I believe I haven’t seen your name before, Erin. So, if you have been on before, forgive me. But, I always get to see new faces. And, everybody, keep your questions coming. Yeah, good to see you all.
Alright, so, Erin’s got a few questions, and let me pull up my app just in case I need [00:01:30] to jump in it to answer your question. Whoa. Whoa. Calm down. Calm down, Chris. Alright. How do I make a dynamically updating list? Great question. If you have want … the lists by default are dynamically updated because people could be added to lists at any time. So, that’s the first thing. But, I think, more accurately, I think it’s segments, [00:02:00] right? Segments. Creating segments in ActiveCampaign. Because once you create the … I’m assuming you wanna create a group of contacts based on similar attributes, right? And, whatever those similar attributes are, anytime someone meets those attributes, you want them to be added to that segment. I believe that’s what you’re saying with this, Erin. If it’s not, let me know, please, because I don’t wanna answer a question that you don’t have.
[00:02:30] Okay, Larry, I see your question, too. I’ll go over that as well. So, just let me know in the chat, Erin, if this is … If have assessed your question correctly. But, you know what? It will be good review. So, in this sense, if we want to create a dynamically updating segment … because remember, lists are going to be dynamically updating just by default. People will be added, removed, no harm, no foul there. [00:03:00] But, let’s say maybe you wanted to create a segment of people who have … let’s do something like have visited. We’ll say, “”. Ever, okay? So, at first it’s gonna come up with a search, and you see that [00:03:30] there are no … nobody fits that criteria. So, what I can do from here is I can save it as a segment. Here, I’ll say “Visited Pricing”. Okay? Now, with it saved as a segment, anytime in the future when a contact meets this criteria, they will be automatically added to that segment. Okay? How do I see that segment? You’ll see the segment by going to your lists. [00:04:00] And, by default, any segment that you make is gonna be available on all lists. So, you can go to any list, and then go to segments, and you should see it. See that? Visitor pricing.
Now, when I look at it, you see it’s available for all of these lists. I can start saying, “Oh, I want this to only apply to contacts on certain lists.” Right? So, I’ll uncheck all of these, and just say that anybody on the general communications list, if you visited my [00:04:30] pricing page, I want to add you to this segment. Okay? I hit save. And, now, with that being said … now that I’ve limited it to general communications, if I go back to lists now … go back to lists and try to look at the segments on the list that it’s not part of, you see that it’s no longer there.
So, that segment [00:05:00] is gonna be auto-updating. How do you mail to that segment at any point? If you wanted to send an email to them, you’d go under campaigns … we’ll do this one … continue … and then, when I go to list, what I would do is I would select general communication, because that’s the list that the segments are. Then, look at this. Visitor pricing. There we go. Then, hit next. Now, I can [00:05:30] send emails to that segment of people who are dynamically populating. And, the good thing about it, Erin, is this: At any point when I select this segment, I don’t have to worry about if it is the latest, most updated version of the segment because it’s auto-populating. It’s auto-updating, which is what you essentially asked it to dynamically update. Alright?
How do I automate tagging when someone makes an action in Shopify? [00:06:00] Well, if you want to automate tagging from Shopify, the primary way you would do it, especially since you said automating, is you would go into your automation. And, once you have Shopify configured, I guess that’s a step we can’t easily overlook. You’ve got to go into your settings, and under integrations, I believe, you will see [00:06:30] these connected integrations. Go to add an integration, select Shopify, put your Shopify name in there, and hit connect. So, that’s the first thing you have to do. There’s no way to automate tagging without doing that first. This [inaudible 00:06:44] requires a plus plan to do this. Alright?
So, then, from there, you just simply go down here to makes a purchase. Okay? And, what you’ll see is … you will see when it says any integration, you’ll see your Shopify store. We’ll use [00:07:00] this one, it’s e-commerce. But, yours will say Shopify. And, then you can add your start. So, now, when a purchase comes in from Shopify, it will fire this automation, and if you wanted to automate kind of like based on what they purchased or anything, you can go down to e-commerce, and then you can say product name, and maybe it’s blue shirt. Hit okay. So, now, once they purchase, you’re gonna look and say, “Hey, [00:07:30] did they purchase the blue shirt?” If yes, you can do this, add tag, which you don’t necessarily need to do because all of this e-commerce information will be available on the contact record as well. But, if you wanted to automate tagging, this is how you do it. Okay?
Okay? [00:08:00] Alright?
So, he’s using Privy. How soon does this information get updated in ActiveCampaign? Can we send an email right away? I’m not familiar with Privy at all from a personal use standpoint. Let me see … Privy. Oh, okay. They’re a pop-up. Okay. Yeah. So, any pop-up software that you integrate with ActiveCampaign, it could take up to 15 minutes. Most of the time, it’s instant. [00:08:30] So, depending on how you have it configured … if it’s adding to a list or submitting a form … right when they fill out one of these forms right here, they put their information in and say, “Send me a guide”, you’ll be able to email them right away. Yeah. There’s a … Okay. Katrina says it’s pretty much instant. Nothing to be concerned about at all. So, it happens right away. Okay?
And, then, lastly … Facebook … Do we have to pay for Zapier or can we use the free Zapier plan? [00:09:00] The easy answer is you can do what you want. Right, Erin? You can do whatever you want. Now, depending on what’s your using Zapier for, then, yes, you would have to pay for it. But, you say “Facebook: Do we have to pay for Zapier?” Facebook and Zapier are not one in the same in ActiveCampaign terms, meaning we do have a Facebook Custom Audiences built into ours. [00:09:30] So, you see this ad to Facebook custom audience. I can add somebody to a custom audience from within an automation. Excuse me. Or I can remove them from a custom audience from within an automation. So, the need for Zapier in this instance is really none existent. However, if you have a use case where you need to do more than add and remove from a custom audience that relies on Zapier, then yes, go ahead and use … I would always start with the free plan to see how far you can go. And, if you need more functionality, go [00:10:00] ahead and jump on the paid plan.
Alright. Great. Thank you so much, Erin, for writing that … and yes, Riker says Facebook custom audiences are available on the plus plan are higher. That is correct, so is this deep data. So, if you have a plus plan, all of this is easily done. Then, Katrina says, “ActiveCampaign is a standard app in Zapier”, [00:10:30] so you should be fine with the free plan so long as you are okay with only having five zaps a month. So, yeah, it sounds like from this, Erin, you’re probably just getting start with Zapier, so you will be just fine. Okay? If you need Zapier for the premium app integrations, like Shopify, then you’ll need to pay is what Katrina said, so there you go. Again, it goes down to how you’re using it. However you’re using it is gonna dictate and demand [00:11:00] what the pricing is gonna be for you. It’s really individualized.
So, alright? So, that’s that one. Then … what was this one? This was an older one. Oh, I’ve already answered this one. Okay. So, now, Larry … hey, Larry, good to see you back. I do remember your name. Larry has a question. Larry says, “Can you go over naming for [00:11:30] lists and automations? Can they be changed after the fact?” So, I’ll answer this backwards. Can they be changed after the fact? Yes. There’s not too many names in ActiveCampaign that cannot be changed once they’ve been set. I think your account name, you may need to reach out to support to get the account name changed. But, that’s the only name that I can think of. [00:12:00] Larry, here is what I have for you. No, shoot. We have … oh, look at that.
I was just about to search for this. How to use naming conventions to stay organized. This is going to be perfect for you, Larry, and I’m putting it in the chat. So, you can go over … it just gives you a framework, right? Naming conventions for forms, labels, tags, emails. And, [00:12:30] the one for forms you can apply to lists. So, I think this is a good start to help get your mind wrapped around how to approach naming conventions. But, you know, in addition to that, I would say, everybody … when it comes to naming conventions, you can never be too descriptive. So, you see, even here, I have the name of this automation is Erin’s first name because that’s the person who asked the question, and then when at the automation does. So, now, when [00:13:00] I’m on my automations page, I see Erin, I’m like, “Oh, okay, I got it.” Now, imagine if I had multiple Erins, or if I wanted to see all automations made out for Erin, well, I have it in the name if I have added an Erin label to it. Naming conventions are huge because they help you to easily find data. Right? A lot faster than anything else.
So, when we talk about naming conventions, [00:13:30] they should be done in a way that’s easy to remember by you. Okay? You should be able to easily remember, and when you see it, it should be clear why it’s named what it is, and just to make sure you have a consistent process in which you’re doing it. So, if you’re doing things like date first … if you wanna do your automations like this … [00:14:00] 30 August 18 follow up, right? You’re essentially using the date in a specific format, and then the name of the automation. So, you please, please don’t do this. Right? Because now you’re inconsistent with your naming convention, and that’s gonna throw you off, that’s gonna throw your team members off. Remember naming conventions [00:14:30] are made … are especially important when it comes to training and scaling a business, which are one in the same a lot of times. When someone that is not you is required to look at what you’ve done, a naming convention came be the difference between confusion and clarity. Alright? That was a mouthful, and I can’t say that sentence again. So … but, just know the naming convention is there to be your friend. Alright? So, I’m glad you asked that.
And, the same goes for listen automations. If it were a list … [00:15:00] since you’re not gonna have as many lists, you could just be descriptive with the list in saying exactly what it’s for. Katrina says … yeah, yeah, yeah … So, Katrina says, “Just be consistent. Naming standards are useless if you don’t remain consistent.” Absolutely. The last thing you wanna do is confuse yourself. If you confuse yourself, wow, you’ve done a doozy.
Let me see … [00:15:30] Yes, okay. Good clarification. Riker says, “You can change your account name, but changing the account URL is a different one.” Yeah, Larry. Larry says, “Can you clean them up after the fact?” Yes. So, Larry, I can go into here right now and just click … oh, I thought I had [inaudible 00:15:50]. But, anyways, I can select edit, and I can change the name of this right here. Not just that, too, check this out. If I go [00:16:00] into the tag manager, I can change the name of any of these tags, and it wouldn’t have a negative impact. I can go to my list and change the name of this. What did I just do. Oh, oops, sorry. I can go to my list. Where was I? It was this one. Here’s what I wanted to do. I can edit, and I can change the name right there. [00:16:30] You have no penalty for cleaning up after the fact. Just make sure it’s well-documented is my biggest thing. Make sure you’re documenting everything, and you’ll be fine. Alright?
Now, I was told everyone on the call … maybe one of you are … I was told one of you needed help with a campaign … how to build out a campaign. You were gonna import it via HTML, and I was hopefully hoping that you would be on so I could show you how to build that out [00:17:00] with our builder. I can’t remember your name, so I don’t know if you’re on or not. But, if you’re on, if you could give me a … oh, hey, Martin. Okay. Martin … Go Trax. So, Martin, can you do me a favor? I’d love to see the email in question. And, if you could … for right now, Martin … if you could send an email or … Tia, if you’re here, can you [00:17:30] forward me Martin’s email to my … okay, great. So, Martin, let me know if it’s okay. I would like to put your email design up on the screen, and then we can go into the builder and see what it would look like building it. Send it to … Tia, if you could forward the email that you have to my email, and then I’ll be able to pull up his design. Or, [00:18:00] maybe a screen shot because it’s … one of you, if you could send me a test email from your account just so I have the email design in my account? Yeah, I should have did that earlier.
The reason why I was excited when this came across to me is because everybody … So, how our office is set up, is that when I walk to my desk, I get to walk by the success [00:18:30] team. And, often times, the success team, they’re building out an email or an automation or something like that, and I’ve seen some really cool email designs, like designs that I’ve had to stop and say, “Wow, how did you do that with our builder?” So, sometimes for the email builder, all it takes is for you to see it done to get an understanding on how this would be achieved. Okay? So, I got it. Thank you so much, Tia. So, Martin … [00:19:00] let me see. What’s the easiest way to put this on the screen because I’ve got my email up, too. I got it. Watch this. Got it all figured out. I’m gonna do this combination.
Alright. So, let me see here. Where did it go. Sorry for the eye, everybody, if it scared you. Should have warned you. The eye [00:19:30] cometh. Alright. Here we go.
This is a screenshot of what you have. Alright? So, let’s just go into this. Now, the first things first. When you’re building out emails, everybody, I highly recommend … in fact, this may be worthy enough for a digital slap on the hand if you do not do this … but, I highly recommend [00:20:00] creating a template, especially if it’s a email kind of like this that we see … that Martin has … you’re gonna be using this time and time again. Alright? You’re gonna be using it more than once, so you might as well create a template so that you can easily change the text out as needed. So, I’m gonna start … yeah. I’m gonna start with this format first, alright? I’m gonna call this [00:20:30] Go Trax. You could start off with a current one, but I just don’t want to. How about that? I just don’t want to right now. And, I’m gonna change the background color so we can kind of see because … Martin, you’ve got this background image here, so I just wanna make sure I change the color real quick so we understand like wherever you … I’m just trying to find like a non-ugly color, [00:21:00] and I am failing. Maybe I’ll go to … oh, look at … that’s just terrible. Oh, this is bad. Okay. Let me find … Oh, look at that blue, that’s not bad. I’m sorry. This doesn’t have anything to do with anything.
Fine enough. Okay. So, we’ve got this nice blue background. Essentially, this is serving as our … what am I saying … as our background image. So, you can tell the difference [00:21:30] between the content area and the background. That’s my whole purpose of creating that, Martin. So, from here, don’t need this. I’m gonna delete it. Then, I’m gonna drag a text block over here. Okay? And, this text block … I’m gonna highlight it, and you see where I can set the background to this block? I’m gonna set it to white. See that? So, the text block is set to white, and I’m gonna remove [00:22:00] the margin because that’s that blue-looking border. See that? Now, and then I’m gonna add … looks like we got like 25 … padding all around. So, now, I’m just emulating where it says, “Greetings, Commander.” And, what I’m gonna do is actually type it. Okay? So, we’ll do … we’ll center it. We’ll say, “Greetings, Commander.” I feel really official. Greetings, Commander. [00:22:30] And, then, this would be personalized and go to first name. Okay? Got that. Bold it. Make it nice and bigger. Greetings, Commander. And, it looks like yours is … the text is just a little bit lighter than dark [inaudible 00:22:58]. I’ll do that. That’s a little [00:23:00] lighter. Then, I need to give it some line height. I’m going to go with one forty.
There we go. That looks nice. Alright? So, we’ve got that taken care of. Check. We’ve got this white box, and it looks like you have actually more padding at the top like that. I’ll do some at the bottom too, [00:23:30] just to be consistent. There we go. And, you know what I’m gonna do? What do I want to do? I’ll just keep typing on here, and then I’m gonna change the font size down to 18, and un-bold [inaudible 00:23:50] to have you as part of the Elite Fleet. I like that name. Elite Fleet. Will [00:24:00] send you one or two email a week. Our best exclusive deals, giveaways or news. Okay?
And, this looks good, actually. What I wanna do is give some more padding. You’ve got a little more padding than I had on here. Okay. [00:24:30] Yep. So, and, this is a little smaller text. We’re paying attention to detail here. Twenty. And, I’ll put the line height a little shorter. Oh, that’s for the whole block. So, that’s fine. Then, what I’ll do is change this text to a lighter gray. Alright. This has been a check box every since.
Now, here’s where it gets a little tricky, everybody. Oh, [00:25:00] I’m sorry. I’m sorry. Riker says, “So, to clarify, do you have the HTML ready to go or do you wish to create emails with the AC Builder?” Martin says, “I have the template already created in HTML, but I need to be able to use the Wizzy Wig editor as I will be using this template for many different emails.” Right. And, I would also assume, Martin, you probably want to be able to do link tracking and all of the additional features you get from having it built in the builder. [00:25:30] So, okay. Yep. Yep. Absolutely.
So, Riker. That’s it. Yep. Yep. Yep. Alright. There we go. Everybody’s on board. So, everybody, you can import your HTML. If you have an email that’s structured exactly how you want to, you can import that into ActiveCampaign. It will just exist as code. So, you wouldn’t be able to do what I’m about to show you. So, let’s … the button will be a good example. This is where [00:26:00] it gets a little confusing, right? Because I add this button, and look at it. What’s going on here? It’s isolated. It’s got the ugly blue background. Well, not ugly blue, but [inaudible 00:26:11] see the number one hoverboard. Okay?
So, I’ve got [inaudible 00:26:18] this up to 20. Okay? See, I [inaudible 00:26:23] padding. See, I’m being a perfectionist. I’m sorry, everybody. I know sometimes I get lost in these [inaudible 00:26:29] things. [00:26:30] So, Martin, how you have it is the background is kind of like a red. I’m sorry, I can’t match your brand. So, don’t be offended at the red that I choose here. I’m trying my hardest. That’s close, right? That’s close. Close enough. Alright? And, then, this is gonna be the text. Where’s the font? I’ll just go over [00:27:00] here and make it white. There we go. Then, the last thing I want to do is add a border, but I can’t add a border to just the bottom. But, that’s fine. We’ll just add a border around it that’s darker. That’s one change there. Okay?
So, what we will do … to make this [00:27:30] blend in to this white top, you wanna select the element. And, you see right here where it says block? Don’t do column. Don’t do column. Select it. Go to block background and do … and match it. Okay? So, now, we’ve got the white background. The next thing we want to do is add our padding of about 20. And, then take away the margin. And, look at that. Right? Now, [00:28:00] we’re almost one to one here. Okay? I’m gonna treat this like your bottom text that you have here with your social links and everything. So, if I did want to put the social links here, I could do that. Okay. So, I could go … it wouldn’t necessarily be this white. But, I could go in here and put all the URLs [00:28:30] in here, and select it to open to my specific page or share to the network. Share to the network would probably be a lot easier. That way, I could just enter them. Alright. So, we’ve got that. Put it in the middle. Alright.
So, Martin is asking me, “Is there a way to do custom CSS, if for example, we only want the border at the bottom of the button?” There is. [00:29:00] There is a way to do custom CSS. The only drawback is adding like here, when this button is … like when we give the button a link … we can hit this gear, and … [inaudible 00:29:15] ActiveCampaign. I’ll show you in a … we can’t add … this is where you can add automations to this action. So, [00:29:30] you’ll lose that. However … So, let me show you how to do it.
If you wanted to use custom CSS, you’d use this HTML block. Okay? Grab the HTML block, and I’ll call it A href equals some code. Right? Then … oops … close my A … oh my goodness. I can’t see this. It’s black. I’m not one of those people that enjoy coding with a black background. In fact, I don’t enjoy coding [00:30:00] at all. So, let me see here., right? So, when they click that link, which we’re essentially going to say is a div, and then inside of the div, it will say see the number 1 hoverboard. Riker said, “Coding confessions from Chris.” It is a confession, indeed. I know how to do it, but [00:30:30] I prefer not to. So, we’ll say background … red [inaudible 00:30:36] border bottom. SD pixels solid pound 1-2-3. Then, we’ll do padding is 10 pixels by say 40 pixels. Then, margin is zero. We’ll see what that gives us.
[00:31:00] Alright. It gives us this. You can continue to add CSS to it to make it look exactly how you want it to look. Okay? So, you could do that. In fact, when you do that, I would do the same thing here, which is change the block background to white, put a padding around it of about 20. Forty. [00:31:30] Then, remove the margin. This, I’ll probably want to put a max width. That’s probably what it’s missing. This is why I don’t like coding because I get lost in it. Nothing is ever [inaudible 00:31:48] max width. So, you have to play around with [00:32:00] the CSS. Oh, I didn’t save my changes. Max width 300 pix. See if that [inaudible 00:32:09]. There we go, yeah. So, it will. Last one. See? This is why I don’t do it. It drives me crazy. I just have to get everything right. Center and color … alright. There [00:32:30] we go. Now, I want to make the text bigger. Okay. You get the picture. Stop, Chris. You get the picture, and I’m gonna show you the difference between the two when we get into actually using this. If you use the builder, I wouldn’t use a border. I think this looks good by itself for the email. But, like I said, if that’s important to you, and you have absolutely have to have the border, here’s a way to do it. Okay?
If we use a custom … Martin asked if we use a custom [00:33:00] HTML block to create a button, will we use the ability to use it with automations? Kind of sort of. Kind of sort of, Martin. What you would have to do. I’m gonna show you. I’ll show you. I’m gonna answer that question.
So, next, we’ve got this footer area. You see that there’s this space right here. I wanna delete that. And, now, this rubs right up against it. And, I’m gonna say … remember you go to block background. We’re gonna say this is E1. [00:33:30] How about that? We’ll do F5 … F8. F8. A little lighter. Do F8. Alright? And, we do the same thing. Remove the margin. Put on the padding, and then we’re good. So, now you see how it just blends in. And, then, I’m gonna treat this text down here like it is your [00:34:00] text over here, like your address and all of that. So, I’m going to make this background … okay? And, then, no margins … heading … [inaudible 00:34:17] text in the middle. And, actually, I don’t want to 40 at the top. We’ll do zero. Make it closer.
So, [00:34:30] now, I mean, we essentially have a really good one to one. Of course, I need to change the color of this font. But, by now, you get it. You know. You get how it could be done. And, we would want to add a logo to the top. So, I will go to image, and I would do this. Image, and I don’t have any logos in here. That’s gonna be a full. [00:35:00] So, if I wanted to, I could do that, and then put it over there. So, that would be your Go Trax, Martin. This is your Go Trax. This is ActiveCampaign logo. I don’t have yours. If I had yours, I would add it.
Now, here’s the big question, everybody, if you haven’t asked it yet, is how do I put an image background? If you wanna use an image background in ActiveCampaign, the truth of the matter is [00:35:30] it’s not possible. Ouch. It’s just not possible. So, what I would do is try to get as close as possible to like that dark blue that you have in the background, maybe something like this, and just use this. Another thing to consider, everybody, too … Martin, this goes beyond you … when you’re building out an email, everyone … you should really look at who’s viewing your emails because if you’re viewing this email mobile, no background [00:36:00] images will show on a mobile phone.
You know, like, I’d be shocked if the background image showed. And, traditionally, background images are frowned upon when it comes to deliverability because they normally are large images. And, any time there’s a large image in an email, you run the risk that the ESP is gonna flag it as spam. And, what I’ve found is that the effort in [00:36:30] putting the background on an email is often … could take the most time for the minimal impact. I think having a logo and having the actual content formatted as you have it, Martin, is going to be what’s gonna make or break somebody opening and clicking the email, right? Opening the email has nothing to do with the background. Right? That’s just subject line and timing and anticipation and value. But, once they open [00:37:00] it, the focus is really “See the #1 Hoverboard”. You want to take them there. And, of course you want to have some branding with your logo, so put your logo up there.
But, I don’t necessarily think not being able to add an image for the background is a deal breaker. It is different, right? Because as we see, you have a background here, and there’s not background here. But, I’m telling you, if you were to do a split test, you would not see a major difference in click through, if anything [00:37:30] at all, which is really what we’re really concerned about. So, let’s say it’s a trade-off, we don’t have the background, but then we gain the ability to truly customize it more without code and add some automations.
So, right now, I’m gonna hit save and exit so we can see what this would look like. So, lastly, let’s go to the campaigns, and let’s go here. [00:38:00] Go to design. Oh, once you’ve selected a template, I don’t think you can select another one. I may have to start from scratch. Let’s see. Yeah. Once you’ve selected a template, you’re done. So, new campaign. Say Martin. [inaudible 00:38:26] Yep, no problem, Riker. [00:38:30] Then, here it is, Martin. I say use this design. This is now where we set the subject. Subject line. [inaudible 00:38:41] Just say that. And, now, you’ll see we have this. We have the design exactly how we laid it out. And, if I click on the button … this is what I was talking about, Martin … when I click on the button, now that it’s an email that I’m actually gonna send, I can [00:39:00] start using add tags, remove tags, subscribe and unsubscribe from list, add them to an automation, end an automation.
So, that’s the bonus here. So, it’s like you may have to trade off the bottom underline or all of the functionality that you get from being able to add actions on the link click. The other side of the coin is, you’re like look, I get it, but we need that underline, Chris. That’s important. So, what you could do is … whatever [00:39:30] this goes to … So, here, let’s say this link goes to Okay? I could … if you have site tracking set up … since you know what destination they’re going to, you could also use has visited a page … where is it? Where is it? Webpage visited. Okay. There it is. … we’ll [00:40:00] say hoverboard. So, if they visit that link … if they click the link and visit this page, this automation will fire, too. Okay?
So, like I said, if you wanted to use this, and style it out like you wanted to, whatever the destination you see right here is href I would have to do hoverboard [00:40:30] so that when they click this button, it goes to Then, when they land on that page, this automation is gonna trigger, and then they’ll go. Okay? And, then, from here, you can start adding tags and all of that as well. So, it’s a lot easier to just do it from here because you can just hit the gear, add the actions, and say where you want to add them to. You can have multiple actions or what not. [00:41:00] But, you can pull it off if you just did this as well. Alright?
Let me do this. Let me … Martin, I believe I can send you … yep, yep. No problem at all, Martin. You are very welcome. What I can do, so you don’t have to start from scratch. I believe [00:41:30] I can share this with you. Yep, I sure can. We don’t talk about it often, but you can share campaign designs. Martin, I’m putting this in the chat. That link is now in the chat. You should be able to take that link and import it. It will be interesting … how do I import that? I’ve never imported a campaign. [00:42:00] So, let me go to a logout window. Type in that … oh, yeah. Look at that. Clicking add template and choose the import option. I just learned something new today, everybody. So, new template … import … look at that. Import a template and you just put the dagone thing there. Wow. How did I not know that.
[00:42:30] Alright. Well, great. Yes, you’re very welcome, Martin. Thank you for asking because you have taught us all. Through your example, we have all learned. So, I appreciate that. Appreciate it. Alright. Where we at? Hey, we’ve got 10 more minutes. I’ve got more … I’ve got 10 minutes to answer your questions, so if you have a question, fire away. Remember there is no stupid questions … slow, rookie, advanced … all questions are equal. No discrimination.
[00:43:00] Katrina, yes. Go. Katrina has a question. Brace yourselves, everyone. Katrina asks really good questions. See, I just said I don’t discriminate. Katrina asked just as good of questions as all of you. No question is greater. So, you too, can ask a question and it be qualified great. Every question is great. Alright? I’m just waiting for you. I’ll just [00:43:30] let you type it up. There it is. Here … let me put this on the screen.
Katrina says, “I have a client who wants to capture up to five names and emails in a single form. What’s your suggestion for handling this?” Alright. Now, we’re gonna get into an interesting use case. I can feel it already, Katrina. [00:44:00] What are they trying to do with the … they’re trying to capture … they’re trying to attach the email … one email would have multiple emails under it? Because I would imagine for five emails, those are different people. So, they … so it’s almost like a group registration or something like that? [00:44:30] They want to email current contacts and give that person the opportunity to register up to five other colleagues for the newsletter. Katrina, you go it. You know exactly where I’m going. You answered it.
The two-step form. And, what I would do is you would essentially have a five-step form. Right? So, you would have your initial form, and then the next [00:45:00] form … okay, so the first form was fill out your information, when you’re done, you’ll be able to recommend up to five of your colleagues or something like that, right? Then, here’s where the thank you message from the first form … thank you for … what did you say … yep. Yep. Yeah, oh my gosh, [00:45:30] Katrina, yes. [inaudible 00:45:35] Thank you for your information. We’ll just say thank you. Sometimes, we can get long-winded in marketing and all of those extra words aren’t necessary. Add another colleague below to be added to our amazing mailing list. [00:46:00] Want that. And, then on here, say submit. Add another person. Something like that. Well, it’s tricky if I say submit and add another because … yeah. [00:46:30] We could do this. Okay? Instead of doing add another person, we’ll do submit. And, then, we could do this, Katrina. Watch this. I wanted to put it below the submit, but nothing goes below the submit. Here, I’ll put it right here. Once you submit through this contact, you will be able to [00:47:00] add another one … or something like that.
You get what I’m saying. And, we could do it to where … see, here I go with the code. I just told myself I wasn’t gonna code. You all heard me. It’s recorded, and here I am, finding myself coding. Sometimes I just don’t understand me. Alright. [00:47:30] Then, the font style … look at that. So, something like a disclaimer, right? Katrina said I must be code happy. I am. Maybe it’s because I haven’t written code in a while, right?
So, this will be form two, and when they hit submit, it will go to the other one, and say thank you … you know. And, whenever they stop, they stop. [00:48:00] And, then on the fifth one, it will say, “Thank you. You have reached the max of five contacts, if they have all been added, we’ll be in touch.” So, yeah. That’s what I would do, Katrina. Mm-hmm (affirmative) Katrina said we’d basically be creating a loop. And, they can just close the form once they’ve added all the people they want. Yeah. So, on the final one, I would have it go … like on [00:48:30] the fifth one, I would have it go to a URL that says, great, thank you. Or, you could just display that message, right? I guess it doesn’t have to be … thank you. All five people have been added. We really appreciate your referrals. Right? It could be that.
So, this is the fifth form, and when they hit submit, instead [00:49:00] of going to another form, they’ll see that. Yep. Right. Now, that’s nice and easy, Katrina. Now, they can add up to … they could do two, three … they could do as many as they want to. They can choose their path. And, then, you know, honestly, it’s gonna be all in the text of the form, right? How you position … thank you, we’ve received your contact. If you’d like to add another one, feel free to add the name and email [00:49:30] below. Then, having some text here that says once you submit this contact, you’ll be able to add another one on the following page.
So, the communication around it is going to be the most important than anything. So, yeah, that was a good use case. That was a good one, Katrina. As was all questions. All of these questions were really good. So, I wanna thank you all for asking. Martin, I need to put your name up there because you did ask. You know, Martin [00:50:00] gets credit. Alright. Thank you all. Yes, you’re very welcome, Katrina. Thank you all for attending office hours on this … it was a good Friday. It is now great Friday. It’s now great Friday because of you all. I have learned something.
Oh, here we go. What code did you use to get the gray italics line at the bottom font. Oh, yes, let me give you this code, Katrina. [00:50:30] So, all you have to do is copy and paste. I’m going to put it right in the chat. That’s the code that I used Katrina.
Larry, office hours is once a week. We used to be Tuesday and Friday. Now, we’re just Friday. And, what we might end up doing is … since I’ve changed and we’re getting more people on … we have a big international crowd, so we may go back to two times. But, the second time will [00:51:00] be Australia-friendly. Okay? So, we have people international that have an opportunity to attend office hours. And, then, people local have that opportunity as well. But, for now, yes, office hours is every Friday at 1:00 PM.
Yeah, right, Katrina? We were looking at the data. This is what happens when you look at the data, everybody. Because we tried this. This is a new thing. I looked at all of the emails, all the attendees, we looked at locations, all of that. We found the hole. [00:51:30] Yes, and these are recorded, Larry, you’re correct. So, we may even change this time to instead of 1:00 PM on Friday, like 11 or so because we realized that we kind of isolated Europe, too. So, listen, this is really good for you all, too, to be thinking about in your business. Any of you that are transacting business online, you have the potential of being international. So, just keep that in mind, and when [00:52:00] you’re running live trainings or webinars or meetings, there are certain times that are more friendly to certain time zones. So, if you’re running a webinar, if you’re in America, it wouldn’t be far-fetched to have one … if you’re saying I’m doing a live webinar, why not commit to doing that webinar twice? Okay? One that is an American time zone-friendly, and one that’s like the opposite. So, do one at 8:00 AM, and do one at 8:00 PM. If you did that, [00:52:30] you’d cover all your bases. Right? You pretty much take care of everybody.
Just something to think about. It’s eleven for me. Okay. Oh, it’s eleven right now where you’re at, Larry? Yes, that’s what … so, that, yeah … in closing, just keep that in mind everybody. You’re twelve now. Okay, got it. Alright. Good. So, this is a good time for you. You won’t be able … and with two hours, [00:53:00] you can’t serve the whole world. Right? Even if the world was on one time zone, you wouldn’t be able to do that. But, it would be a lot easier for people to consume your content and attend your events if you just kept that in mind … if you have international crowd and database.
So, with that being said, everybody, thank you for attending office hours this Friday. Hope to see you back next Friday, 1:00 PM with the questions, reports on things that are working, success stories, case studies, questions [00:53:30] for clients that you’re working with, anything. Anything goes at office hours when it comes to your business in ActiveCampaign. So, come on back. Love to have you on. This recording will be up shortly, and automate responsibly, my friends. I will see you next Friday.

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