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Customizing the “Unsubscribe Success” page, using sequential goals in an automation

Recording of Office Hours hosted by Chris Davis on March 2, 2018.

Topics covered in this session:

  • Creating a customized “Unsubscribe Success” page
  • The difference between personal tasks and Deals tasks
  • How to build goals in sequence within a single automation
  • When to use custom fields vs. tags

Transcript

Chris Davis: Let’s look briefly, and then I’m going to get to your question on the automating around notes. Let’s look at what the Deals overview, the Deals owner overview reporting is. If you’re in your dashboard, and you select Reports, and then right to the left … I believe everyone … I think you have to have our new navigation. Your app has to be updated to the new navigation to access this. That’s something I should’ve checked. [00:00:30] Yeah, I should’ve checked that.

Suzanne, I posted it in the chat, the speaker, the event speaker URL, it’s ActiveCampaign.com/events/activate. Here, I’m going to send it to you individually as well. I just sent it to you, Suzanne, just so you have it, to make sure [00:01:00] you have it.

All right. With that being said, you go under Deal Reports, and you see this, you click on Overview and watch this. Now, we’re getting in all of the deals across all pipelines. I can go ahead and determine which pipeline as well, but right now I can get a bird’s eye of all of the deals, their values, and who’s been closing them over time. Look at this, I even have a report [00:01:30] of each sales person. I wish I had an account that had multiple sales people, so I could show you this, but everyone will be listed here, it’s like a leaderboard.

If I go … Just let me change this for the year, because I do have some deals, it’s because I use mine for podcasting. Watch this. Go ahead and populate, and there we go.

I’ve got 24 deals created, one deal won, one deal lost. [00:02:00] I’m not using the CRM for sales, that’s why it looks like that. But I could do total number, I mean, total monetary value. I’ve got $27,000 in deals created. Of course, I’ve won none.

The average deal value, right? Then, you can go over here and say given this chart of won deals, what’s the total amount? You can see it over time [00:02:30] the deals that you’ve won over time, the percentage. You can get extensive reporting across the board of all of your pipelines, all of your sales folks with these new deals reports, the deal owner overview reports.

This is available if you have the new nav, if you don’t have the new nav, hang on tight, we’re still [inaudible 00:02:51] things up for you, and new nav will be available to all account shortly. But if you do have new nav, go ahead and check this out, it’s available on all accounts.

[00:03:00] One thing that you should know is how to mark a deal as won and lost. The ways to mark a deal as won or lost, just whatever you do, don’t do this everybody. Let me show you what I don’t want you to do. How do I get to other pipelines now?

Sorry, I’m still getting used to the new navigation, [00:03:30] there we go. Don’t do this. All the buttons are different. Do not do this, right? Don’t create a won and lost stage and then drag it over here if it’s won, and drag it over here if it’s lost. Do not do that.

If you do that, you’re not going to be able to see in your deals reporting exactly what … [00:04:00] your numbers won’t be accurate. Instead, you see this, how it says “Drag a deal here to mark as won or mark as lost.” You want to do that. Drag it up there, mark it as won. See that? “Johnson Stewart marked as won.”

Now, it looks like it disappeared, but the reason why we do it that way, is if I go here and change the status to won, I can see which stage it was marked won in. Do you understand what I’m saying?

If it was time scheduled … Let me open it back up. [00:04:30] Okay. Change the status to open. Let’s say the schedule time in the deal was one here, this is where I want to mark it as won, because now I have historic data to when I say “Hey, let me look at all my won deals.” It has shown me what stage they were won in.

These couple with the insight that I’ll give for my deals overview reporting can be extremely powerful information for you [00:05:00] all.

Another way to mark it as won is going into the deal view and selecting won. Another way is within an automation, within an automation you can mark a deal as won as well. Yes.

Suzanne says “The deal stuff is awesome in all levels plus and above.” Yes. I said it was available for everyone, but it only is applicable if you’re on a plus plan and up. Because the plus plan has the CRM. [00:05:30] You need the CRM, but in the account with the CRM, absolutely, you have it. Yeah.

Let me see Riker says “But if you close a deal or mark it won as lost, then the correspondence with that person is no longer tracked in the deal, right? I think that’s the reasons why people create …” the correspondence, what do you mean? Oh, like if they still have emails going on about it and everything, [00:06:00] Riker? Yeah, yeah, sure.

Let me give you access, Riker. All right, you are good to go, Riker.

Riker: First off, nice to talk to you.

Chris Davis: Yes, likewise.

Riker: [inaudible 00:06:14] yes, I was just saying that if you have the deals correspondence set up, such that will, every time the sales person emails the [00:06:30] person who’s the deal owner, I’m sorry, the person with whom they’re corresponding with, deal owner is not the right term.
Then, if they have that email tracking set up for the deal, I think if you mark that deal as anything but open, that correspondence to and from the customer is no longer tracked in the pipeline. I’m not 100% sure, [inaudible 00:06:51] that that’s one of the reasons why I think people might create an extra [inaudible 00:06:56]. I was just wondering if you had a best of the both world solution.

Chris Davis: [00:07:00] Yeah, let me double-check. Riker, I’m so glad you brought that up, because if that is a use case, I just want to make sure that if I go here, and mark this as won, is it still going to track, you know, the correspondence in the emails. I’ll get with the product team and let you know. Are you still there?

Riker: Thank you.

Chris Davis: No problem, no problem. [00:07:30] All right. Let me see, yeah. Okay. Yeah, great question, Riker. Then, Suzanne asks “Are deals tied into automations?” Yes, Suzanne, yes. Watch this. This is going to answer the question I received also that says “Can you automate off of notes when note A is added to [00:08:00] X?”

Let me just do this, let me just start from scratch for now. If we are in an automation, we’ll just say start without a trigger. Let’s say we’re waiting until a contact has a specific … Let’s say at a tag … Scheduled Demo. All right.

[00:08:30] We’re waiting until the schedule a demo, they come into this automation, and wait until they schedule a demo. Then, after they’ve scheduled the demo, we want to mark the deal as won. Here, all of the deal relative actions … I could do this, you see this update status. When I go here, I can mark it from open to won. Of course, I would, of course, choose the proper [00:09:00] pipeline, and hit save.

Now, I’m using the automations to really handle all of my deal stuff. In this case, if I mark it as won, like this in an automation, it will show on the deals reporting. I’m not limited to that, right? I can update the title of the deal, I can create a deal in an automation, I can update the owner, I can update the monetary value of the deal, [00:09:30] and I could update the stage. I can use an automation to move a deal to another stage.

Riker says “If you import contacts with a tag, you can use that tag to create deals in bulk too if you want.” Great point, Riker. Yes, yes, you can. I’ve done that before as well. I just had a simple automation setup where it creates a deal, and then added everybody to that automation.

Suzanne, deals … [00:10:00] I spelled that wrong, sorry, Suzanne. Not two Zs, is two Ns.
To answer the question that I received anonymously, if I were to add a note … Just to clarify, you see this contacts, add note, and CRM, add note. What’s the difference? The difference is the contacts add note is going to show on the contact record. The CRM add note is going to show attached to the deal [00:10:30] record. That’s the difference.

Most of the time, if you’re not using the deal CRM, you don’t have to worry about it, you won’t be confused. But, most of the time, you’ll want to make sure that you’re determining which one is which. These are all of the … Well, these are activities. But you see this? Let me add a note.

If I add a note, this is a personal [00:11:00] note, see that? When I add it, there it is, this is a personal note, it shows yellow. Watch when I go to the deal view and add a note. All right, deal note. Okay?

Where are we at? This is a deal note, did I [inaudible 00:11:23] the deal? Yeah, new deal. Now, there we go. [00:11:30] See that? This is a deal note, new deal, Phil Davis’s. You see the difference? This one is not telling me what deal this is relative to … This one is not telling me the dealer is relative to, but this one is.

If I was looking at the personal info on Phil, I could see that this note was added to this deal. When I click on that deal, it’s going to take me to that view, and I’ll see all of the notes down here.

[00:12:00] Back to the question I received here. Notes, when you add a note, notes are not triggers, they’re actions. But, if you wanted to automate when a note is added, you would do that by just adding an action right after the note.

Let me make that a bit more plain. If I do it If else, [00:12:30] has opened any campaign or email, we’ll just say. Yes. Then, I want to add a note. If what you’re saying is “I want this note to trigger automation.” You could either do it right here, because this note being added, the next action would emulate trigger, trigger [00:13:00] functionality. That’s how you could automate when a note is added, or right after this you could have it add a tag, then that could trigger another automation.

But, it’s the same thing. Adding an action right after a note is added, is a way of automating X when note A is added. Okay? I hope that answers your question. Let me know if it doesn’t, and I’ll be more than willing to dive a little deeper.

You [00:13:30] know what? Let me start posting these questions, because I haven’t been doing that, my apologies, I normally do that. Suzanne. All right.

She just switched herself and three of her clients from another ESP to ActiveCampaign. Great. I’m so pleased, with only two days of looking around. I am a visual learner and your system [00:14:00] has an incredible user experience compared with what … Oh, great. Suzanne, thank you, thank you so much. I appreciate that. That’s the feedback that we’re striving for. Thank you for sharing that.

Riker‘s got one, no need to apologize, Riker, all questions are welcome. Riker says “Then I’ll stop.” He says “I didn’t realize that there were deal specific tasks and contact specific tasks [00:14:30] at first too.” That’s a good point too.

When we go back here, if you look at, back at the contacts, you see, where is it? Look at that, we can’t add … Oh, of course, yes, yes, yes, yes, yes. I remember it all now. Under the CRM, you can add a task relative to a deal. Tasks, you can add tasks to a contact record, but to automate addition of tasks, [00:15:00] you’ll need the CRM.

Otherwise, I can go right to a contact’s record, on the personal [inaudible 00:15:07], and I can add a task. Call them back. Yeah, I’ll add it. It should show here. This is only going to be … it’s only going to show to the personal contact record, and I can only add it from the contact record. [00:15:30] If I wanted to automatically create a task, I need that to happen in the deal, and the task would be associated with the deal.

Automating tasks are a part of automating the deal CRM, deals to your pipeline.

Okay, great, great, I’m so glad that note question answered. All right, great.

At this point, everybody, we’ve got an open floor. All questions go … if you’ve got any questions at all, in the [00:16:00] use cases, something that you’ve been trying to figure out, something that you’re doing that’s working really well. It could be a combination of things. It really doesn’t matter, we’re here to answer all of your questions. Go ahead and chat for that, I’m just doing a brief, quick scrub to the Facebook group, to see if there’s anything.

It’s tough. It’s tough to read and present, so I won’t do that. But, yeah, if you have any questions, [00:16:30] feel free to ask them now, and I’ll get them in the [inaudible 00:16:33]. If not, listen, I know you are all busy business owners, and I am not going to hold you hostage at all.

If you’ve answered all your questions, if I’ve done my job all as well, and we can end a little early, but I just want to ensure that everybody gets what they need on Office Hours while we’re here. We are doing Office Hours every Friday now, so every Friday at 1:00 p.m. you have [00:17:00] a chance to come on and ask your questions live, live on Office Hours, and get them answered.

With the new features, and new updates, everyone, there’s going to be a lot of … Listen, I don’t want you to feel confused or stay stuck on any specific thing, even with the new nav. If there’s something that you can’t find, don’t hesitate, don’t hesitate. We’re working on updating all the help docs to show the new nav, and everything. It’s totally understandable. [00:17:30] All right?

Suzanne asked “Do you ever do specific topics that are marketing related rather than product related?” Absolutely, Suzanne, yes, the answer is a resounding yes. If you have one, let me know, and we can work through it right now.

Yes, go ahead, yeah, you can submit it, yeah, submit it to me. You could do it in the chat right now, or email me cdavis@activecampaign.com either way. Yeah, [00:18:00] absolutely. I got a good one, here’s one. It’s not showing your name, so it’s just … [inaudible 00:18:07] perfect, Suzanne, that’s great, that’s great.

My apologies in advance, I’m going to have to anonymous. I think you’re [inaudible 00:18:16] call or something, but it doesn’t show your name. My apologies. If you want to type your name in, I’ll change it, I’ll change your name here, but to me it shows like anonymous attendee.

All right, here’s the question. ” [00:18:30] So I have an automation that consists of three mutually inclusive goals:” All right? “Goal A, add Tag A. Goal B, add Tag B.” So when Tag A is added, Goal A is achieved. When Tag B is added, Goal B is achieved.

“I would like to end the automation after A is complete, but if I add ‘End this automation’ after add A, then the automation erases the rest of the goals.” [00:19:00] I got you.

This is, I think I know where we’re going here. Watch this. Then she says, here she says “If I say ‘wait until conditions are met’ for Goal B, won’t contacts just sit in that automation?”

Let me see, let me see how I want to say this. Because I think I have an answer, but let me build it out really quick just to make sure. [00:19:30] All right. We’ve got … She says “Ideally, contacts will leave the automation after the actions beneath Goals A or B are completed.” Perfect. I got you.

Let’s do it like this. No trigger. I’m going to talk through this, and just give me your feedback as I’m going through. We’ll say in the beginning, let’s just say email [00:20:00] sent out. After that email was sent out, let’s say we wait for a day or so.

I’m going to use the terminology Goal A. What am I doing? Yeah. I’m going to [00:20:30] say Goal A. Okay? It’s going to be when they have Tag A. When they have Tag A, this goal is achieved, and we can do something like wait until conditions are met, and hit save.

Then, I’m going to copy this goal, and go back in here, and [00:21:00] call this goal B. When Tag B is added, and what I would do … Watch this move, watch this move. I’m going to end this automation. Okay? Here’s how you do it.

What we’re saying is if I do this, end this automation right here. Warning: this will remove all actions after this one. It would’ve removed Goal B. That’s the problem that we were seeing.

[00:21:30] Here’s what I’m saying. I’m saying you going to come into this automation, and you’re going to wait here until you either achieve Goal A or Goal B. All right?

If you achieve Goal A, the actions that I want to execute after you have achieved Goal A must exist between the Goals. After they’ve done this, let’s just say I want to add a tag. This is [00:22:00] High Achiever. Maybe I want to do something else too, by adding them to another … starting another automation.

These actions will always execute only after they’ve achieved goal A. Okay? Once they’ve achieved Goal A, these will execute, they’ll come to Goal B, and it ends the automation. But they can only get to Goal B by executing Goal [00:22:30] A. For the people who achieve Goal B, this action is showing as in this automation.

Now, for the people who do achieve Goal B, they’re going to skip down from Goal A, and go here, and execute whatever is under there. Then, at the end of that, of course, we could have end this automation.

This cascading of goals, this is how you do it. Just know between goals, these are the [00:23:00] actions that will take place.

They say “How would you add Tag B?” How the tags are added would really be up to what you’re doing in your marketing. Maybe there’s another automation that you have running, and it’s like when they click in email, add Tag A.

Maybe here, maybe right here. If I go into this email, this will be a good example. [00:23:30] Do you like … this will be a really good example, actually. Do you like this? Or do you like that?

If I go to this, click this link, and for now just do [inaudible 00:23:57] campaign.com/ [00:24:00] this, and add an action, add a tag, A, hit okay. Then, if they do that, same thing. All right. Add a tag, and that will be B.

You don’t have to do it this way, but I’m just showing you now, if they click this, Tag A will be added, if they click that, Tag [00:24:30] B will be added. At that point, they’re only going to click one, whatever. However you’re monitoring that, if they click A, they’re going to achieve this goal, and execute this. If they click B, they’re going to achieve B, they’re going to skip down, go to B, and execute whatever is here, for Goals B.

“Would any actions beneath [00:25:00] Goal B in the automation on your screen be executed?” They would be executed only if they achieve the goal. I’m going off here, right after Goal A is completed, but if I add … Yeah, “I would like to end automation after Goal A is completed.” After Goal A is completed, it will end the automation when they reach here.

If you’d have “end this automation in Goal B.” Oh, I see what you’re saying. Yeah. [00:25:30] This is if the contact does not meet the goal conditions in this automation. That means if they approach the goal, so they have to run into the goal for that to be the case. That’s what this means.

If when a contact interacts with this action, did they meet that criteria? If they haven’t, it’s going to end the automation. But if somebody has met the [00:26:00] criteria, they’re going to come down here and continue on.

Right, yes, no, no problem at all, you are very welcome. They made a really good sentence. Run into, but not achieve Goal B. Yes, you are 100% correct. Yeah. They ran into the goal, but haven’t achieved it, therefore it’s going to end. But if they’ve achieved the goal, they’ll continue. Yeah, [00:26:30] yeah, no problem. You are very welcome. Great, great questions there, so glad you asked those, so glad. Suzanne. All right.

Let me see here, let me get yours up here, Suzanne. “I would like to do a really cool unsubscribe automation.” Cool. ” [00:27:00] Haven’t thought it through, but the unsubscribe link from the original email goes to an automation rather than just unsubscribe. This would pop a window that said ‘Did you really mean to unsubscribe from the entire email list – resubscribe.’ Not sure yet what I want to do, but I want to make sure they really want to unsubscribe, especially if they are on three or four lists, and they can really mean to only unsubscribe [00:27:30] from one.”

Suzanne, guess what? I have an answer for you. I have an example to you, to maybe help you come closer to an answer. Let me show you how I would do it. Manage Subscriptions Form, is that it? I’ve built this out.

Please continue to send me the following … I think it was something like this, manage … I think it was Master List Unsubscribe. [00:28:00] There we go. This is the one. You see this? You’ve been unsubscribed, please the type of communication you would like to receive from us.

There is essentially saying I want to receive general information, I want to receive product launch updates, or I want to receive customer-only communication. Right? Here’s the beauty of this, let me get the link.

Watch this. I’m going to show you how this form is created. [00:28:30] Imagine this is on your website, [Suzannefineberg 00:28:33].com, [fineberg 00:28:37].com, hopefully I said that right, Suzanne. [inaudible 00:28:42].com/unsubscribe. They go to that page, and this form is on there.

It says “You’ve been unsubscribed.” You know, it has some tags that say “We’d hate to see you go, select the options below on what you would like to continue to receive.” This [00:29:00] is allowing them to resubscribe.

But, what’s really nice about it is, in the link, you can also merge in their email address. I think it’s first name, I think that’s how it’s done, let’s see. There. You can merge it in from the emails list. They’re clicking the link in an email, and by the time they reach this page, their name and email will already be pre-populated, all they have to do is [00:29:30] say “Yes, I want to receive these.” When they hit update preferences, it’s actually resubscribing them to these preferences on your list.

They click the link, they’re unsubscribed, and then this page serves like a last chance effort to resubscribe them. This page normally will save anywhere from 1% to 3% of your unsubscribes, from what I’ve seen in practice. Like I said, you can put this form [00:30:00] on any of your webpages, and then, here’s what you would do, Suzanne. This is what you would do.

You’ll go to lists, then you will select your list, and go to advanced settings. Go to public pages, you see these unsubscribes? You’ll select edit. Then, when they unsubscribe, select redirect to URL instead. [00:30:30] Then, that will go to your /unsubscribe with this form on it. Now, any email, if they click the unsubscribe link, it will take them here, and they’ll be able to resubscribe.

Let me show you real quick what that form looks like. What I did is this, check this out, I can’t remember what I did, but I’ll remember as soon as I see it. Watch this. This is what … Oh, these are custom [00:31:00] fields, these are custom fields that show on the contacts record. All right?

Then, I have segments. When I email, if you selected these, you should be part of the general information segment, product launch segment, or customer-only communication segment. You’ll see those segments, or you’ll see those options display … Where is [00:31:30] it? Would you like to subscribe to the blog? If they select that, then that will be there, that will be present for them. That’s what it looks like.

All right. Okay. Let me … we’ve got another question. Let me put it down here. Did that? I didn’t know I could do that. [inaudible 00:31:57]. [00:32:00] All right.

“Have you seen a dramatic deliverability difference between single opt-in and double opt-in lists? Pretty sure MailChimp recently went from double opt-in to sing opt-in as their default.” Hold on, Suzanne says “I guess I will go back to the replay to see everything, I want to create this.” Yes, definitely. Suzanne, the replay will be available to you, and if you have any questions, just follow up and we can go over it in detail some more [00:32:30] next Office Hours too.

This question is “Have I seen a dramatic deliverability difference between single opt-in and double opt-in lists? Pretty sure MailChimp recently went from double opt-in to single opt-in as their default.”

Here’s what I would say. I have seen the highest deliverability amongst people who responsibly track the engagement of their audience, regardless if they’re using single opt-in or double opt-in.

Now, [00:33:00] when should someone use double opt-in? I actually recommend that everybody uses double opt-in to get started. If you’re brand new, you haven’t generated leads before, use double opt-in, because it’s going to serve as a layer of protection, a safety net. Think of it as training wheels.

It’ll serve as training wheels if somebody enters the wrong email address, if someone tries to enter an email address of their friend, or you know, like it just prevents you, because you’re [00:33:30] just getting started, you don’t know everything to look out for. Double opt-in serves as a security blanket.

Now, single opt-in, you’re still on the bike, you just don’t have the training wheels, which means you can fall. Single opt-in requires more responsibility. You have to be more responsible because now instead of the system doing the tracking of who’s active and who’s not, who’s engaged and who’s not, you have to do that.

[00:34:00] What’s the benefit of single opt-in? Single opt-in is easier. Somebody opts in one time, and they could start getting your information. The deliverability is going to be … I’ve seen people with double opt-in, just terrible, just terrible. Because it doesn’t really guarantee you anything, it just gives you that security blanket.

If I have training wheels on my bike, I can still fall off, I really can, and hurt myself really bad. In fact, you can argue falling [00:34:30] off with training wheels, it probably hurts you worse, because you weren’t anticipating falling, because you thought that you were safe with those wheels on. I think that’s what a lot of people think with double opt-in is “Oh, I’ve got double opt-in on, I’m good. I’m doing what’s right.”

It’s like “No, no. In a bike, you still have to balance, right? You still have to make sure you’re not tilting too far to the left or to the right.” Same with your marketing. Double opt-in is on, but you still have to track engagement, you still have to make sure that people are opening emails, [00:35:00] and the ones who are becoming disengaged, you should have a means of measuring that as well.

That’s really what hurts deliverability. Not necessarily the platform more than the usage of the engaged and unengaged leads.

All right. You have a follow-up question. These are great questions, oh my goodness, these are great questions, everybody.

“If I have an automation where a contact will achieve goal A and goal B, will they achieve [00:35:30] whichever goal is listed first in the automation?” No, no. What they’ll do is whichever criteria, whichever goal criteria they meet first, is the goal that they’ll achieve, because the goal, remember the goal gives you the ability to jump.

I could be waiting here for a day. If I achieve goal B, I’m going to fly down here, and I won’t be able to do goal A. Now, I could allow you to go back up and kind [00:36:00] of bounce around if I selected “When this goal is anywhere.” But now that I’ve put them below each other, what would happen is, once you’ve achieved goal B, you can no longer achieve goal A.

How I have goal B configured is after you’ve achieved goal A, you’re not going to be able to achieve goal B, because it’s practically over. These two actions execute immediately, [00:36:30] okay?

Yeah. Okay. Suzanne. “Do you recommend using a service like NeverBounce to test the quality of the list before we import from the other ESP into ActiveCampaign?” You could, it doesn’t hurt, it doesn’t hurt to [00:37:00] do that. However, these are, let me see if I can pull it up.

This is what I really would recommend. This one, this guy. How to maintain good deliverability when you migrate to ActiveCampaign. This walks through what you should do.

Here’s the graphic to answer [00:37:30] the question, Suzanne. What I would really recommend is that in the old platform, you send them an offer, throughout the … let’s say the previous one is Monk-e-Mail. We’ll call them Campaign Chimps, how about that? It’s a platform called Campaign Chimps.

You’re moving over to ActiveCampaign. What I would do is [00:38:00] update something that you’re already offering, or creating something new, and send it out within your platform. When they click the link in that email, it’ll go to an ActiveCampaign form. When they say “Hey, I want that.” They’ll now be delivered that opt-in via ActiveCampaign, and you’d have successfully migrated them.

Now, maybe 20% of the people would do that, so that leaves 80%. What should you do with the remaining 80%? [00:38:30] You could put them in NeverBounce just to see, or what I recommend is hopefully your previous platform gives you some engagement metrics. What I would do is, I would just import the most engaged contacts into ActiveCampaign.

Now, you’re like “Well, what about all the other people? At some point they gave me their email address.” If they’re really valuable, I put a simple ad spend dollar, put some simple ad spend dollars behind retargeting them, [00:39:00] like on social media or something. Just to put an offer in front of them and see if they like to buy it again. That’s what I recommend there.

Suzanne says … Riker can you meet me for … Okay, you say “nevermind” okay. All right, Riker, just let me know, man. “No worries either way.” Suzanne has one more.

” [00:39:30] Do you suggest a fork for different goals?” Only for a visual representation. For instance, if I do this … Let’s say High Achiever. If I have a fork here. If you say yes, you go here, then I move the goal [00:40:00] over here. From a functionality standpoint, no difference, no difference, because remember, when goal B is achieved, they can jump down here.

It doesn’t make a difference at all in this scenario. Now, yeah, this operates the exact same, because goals are jumping, it really doesn’t [00:40:30] matter which actions you’re using, since goals can jump over actions.

Then, Suzanne says “We’re offering to join a waitlist from the old system, and then it actually links into setting up an ActiveCampaign.” Perfect, Suzanne, that is perfect. That’s exactly what you should do. Yep.

For the stragglers or the remaining folks, just make sure your previously platform has engagement data, so that [00:41:00] you can see “Okay, they’ve engaged within the last six months, so I think it’s safe to import them.”

Right, definitely if they have engagement in the last month, you want to import them. “Those are just where we aren’t interested in non-engagers.” Yes, Suzanne, yes, right? Somebody hasn’t engaged in 11 months, why put them in your new system and potentially damage your deliverability? Spot on thinking there.

[00:41:30] Yeah, [inaudible 00:41:33], yes, that’s some good pruning. When you do that, you always see your numbers boost, when you do some filtering, and cleansing of the list. You see your numbers boost.

Riker says “Check out their engagement tracking automations if you haven’t yet.” Yeah, here are the ones that Riker is talking about. Riker, man, thank you so much. [00:42:00] The engagement ones, because you’ll want to make sure these engagement automations are up too when you import them … I wonder if I … let me check over here.

I thought we did … okay. Here’s what Riker is talking about. If you select new automation, and I you type engage, you just have engagement [00:42:30] part one and part two. These two are great to just import right into your account, and get you started. They’re going to mark leads seven, 14, 30 and 60 days unengaged, I believe.

You can continue to add on, as far out as you want to go. That means at least you know in ActiveCampaign, how long it’s been since someone has engaged. I will say the only caveat to that is, it assumes that you’re consistently mailing your contact list.

If you haven’t emailed your list in 11 [00:43:00] months, and you see that nobody has engaged within the next 11 months, you should not delete them, because you never gave them a chance to engage. You need to have some way of tracking their engagement so you know exactly where they’re at. But there are the two automations that Riker was talking about.

[00:43:30] Make sure here I’m not missing anything. All right, looks like I’m good on this call too. Cool. Anything else? We’ve got like seven minutes left, everybody. These were really good questions, really good clarifying questions.

I want to thank you all for asking and participating, because these questions were really good. All right. With that [00:44:00] being said, we are … Suzanne, you’re too kind. Listen, you ask the great questions, I just answer them. You kind of set me up to look better than I am, but, no, I appreciate that, Suzanne.

Everybody on, who’s asking questions, who’s watching this replay, thank you so much. I enjoy this, I enjoy this and I hope that it helps you move the needle forward just that much more.

With that being said, I’m going to sign off here. Again, [00:44:30] we are online every week Friday at 1:00 p.m., you can attend as many Office Hours as you would like, and I would love to see you back on to-

Oh, I’ve got one more. We’ve got one more. This is a good one. Here we go. I’m actually going to … Oh, Suzanne, I’m sorry, I didn’t put the migration, how to maintain good deliverability when you migrate. Putting that in the chat [00:45:00] now.

“When do you recommend using custom fields instead of tag for tracking subscriber statuses?” For tracking subscriber statuses, I always use custom fields. Because I can set up a radio button, where only one can be true, whereas if I use a tag for that, I’ve got to do some tag swapping.

If I add the tag inactive, when they become active, I have to remember to remove the inactive tag, because now they can have the inactive and active tag. It opens [00:45:30] it up to where you can have a whole lot of user error, whereas instead I would just rather ask, I would rather have a custom field … Investment status, you see that? Where it’s active or inactive.

I don’t have to worry about removing tags or anything like that, I could just mark it right here, and you can update this custom field within an automation as well. If you want to, overall, have an understanding of when to use [00:46:00] tags, and when to use custom fields. Custom fields are most specific, tags are more broad, lists are the broadest.

We had a guide. Let me see if this works. Naming conventions … How to segment contacts using lists, tags [00:46:30] and custom fields. This is the one. Okay. This is the one I recommend you read and check out. This will help you.

Essentially this goes into segmentation. What it is, lists, right? If you look at it as lists are the broadest means of segmenting, tags are more targeted, custom fields are the most targeted. This entire guide breaks it down.

I put that in chat for you to [00:47:00] help you out with your last question. Again, thank you all so much, thank you so much for attending Office Hours, it was a joy answering all of these questions.

Yeah, yeah, they say paid subscriber, [inaudible 00:47:15] newsletter, person, et cetera. Based on the use case, honestly, there may be a point where you may want to use a tag. I will use a tag over a custom field for statuses if you want more than one to be true. [00:47:30] If they could have more than one status at a time, then use tag. But if it’s only one status, use a custom field. Yeah, use a radio button custom field, I should say, because you can use checkboxes too, but I’ll keep it that [inaudible 00:47:45]. Yeah, you’re very welcome, you’re very welcome.

Thank you for asking questions. Probably this is my final time. Thank you all, have a great weekend, enjoy yourselves, and come back next week refreshed and ready to go. [00:48:00] I’ll be here and hope to see you here. Have a good one.