Modifying personalization tags, simplifying automations, and how unsubscribes and lists work

Recording of Office Hours hosted by Chris Davis on May 11, 2018.
Topics covered in this session:

  • The best way to configure an unsubscribe link so it is list-specific
  • How to modify personalization tags
  • How sending a campaign to a segment of a list affects unsubscribes
  • Tips for simplifying automations


Chris Davis: All right. Let’s start with the questions in chat. What am I doing? If you email me, my apologies. Right now, at this moment, my email is overwhelmingly full. So I am going to dedicate some time to work through it. So if you haven’t got a response from me, some of you I owe personal responses to, it’s because of that. I have received your email, just haven’t had time to get around to it. So bear with me [00:00:30] as I battle my inbox. So let me get started here. I haven’t looked at these questions. Let me see. Was waiting for your opt-out link, information. All right. This looks like a good one. Who wrote this? Oh. Mark. Of course. Of course, Mark. He always has good questions. Mark how you doing man? All right. Let me see, how do you split it up? Globally, [00:01:00] specific, automation. All right. Let me not assume the answer, but I think I have a really good one for you.
Okay. Sylvie, you’ve been in the Facebook group. Maybe that’s where I saw your name. That’s where I saw your name. So welcome. Welcome to Office Hours. David, I have your question as well. Tim, welcome. All right. Great. Remember everybody you can keep putting your questions in there. It’ll help just keep things [00:01:30] flowing. All right. So let’s start. Okay. Yep. Didn’t get it Mark so I’m glad you put it in here. Can I review the best way to configure an opt-out link in an automation if the opt-out link is clicked. Okay. The contact will only be removed from a specific list not globally. [inaudible 00:01:53]. Okay. How do you configure the opt-out link so it’s list specific? Right? Can the contacts [00:02:00] entering the specific automation be added to a list set up for this purpose only as a part of the automation, and then removed from the specific list when they exit the automation?
And here’s the use case. Client reminders for specific things required for them related, but … Okay. So this is the use case. So I’ll answer this one. So what Mark is saying is if a client gets added to my account for an appointment, and they get reminders, afterwards I [00:02:30] want to stop sending them reminders. Or if they opt out in that automation I just want them to be removed from that list and not globally. Is that right? I want to make sure I got you right. Mark just let me know. Yes or no on there. All right. Perfect. All right. Cool. So a few ways you can do it. So let’s start from the top. How do you configure an automation to be list specific? And the reason why Mark is asking this question is because he understands how automation opt-outs [00:03:00] work. If somebody enters in automation and they are using … And by “enters” this is what I mean everybody.
You go into your automations and right here. You see how we have all of these start triggers? If they enter the automation with the action, submits a form, or subscribes to a list. All right? If they enter the automation using those two, when [00:03:30] they unsubscribe, they’ll be removed from the list that added them to the automation. Okay? However, as I showed you in the tip of the week, you can connect automations. So if they started in this automation, excuse me, and then I sent them to another automation, when they unsubscribe from that other automation they would be removed from all lists. Okay? That’s if someone were to [00:04:00] use the default opt-out link. Okay? So let me show you what that default opt-out link is. It’s this. It’s on the bottom of every email. You can’t remove it. Oh. It doesn’t show in the preview.
So anyways at the bottom of every email they have a link that says “Unsubscribe”. If they click that link, and they’ve been added to an automation that doesn’t have a form, or a list, addition as a start trigger [00:04:30] they’ll be removed from all lists. Why? Because automations and ActiveCampaign are not list specific. Okay? If we’re talking about synchronous and asynchronous they’re asynchronous, right? Which means lists are doing one thing, automations are doing their own thing. Okay? You can use lists to start automations. You can start automations to remove people from lists, but they’re really separate functions [00:05:00] that are not dependent on one another, but can leverage one another. All right? So just so you understand that background. All right? In this scenario I could use automation to subscribe one to a list.
Okay. Yeah. So if you’re using automation to subscribe them to a list, then that is going to put them in a case of where if they unsubscribe from another automation they’ll be removed from all lists, but for this case I would do two things. [00:05:30] One, I’d suggest, and I know you already know how to do this Mark, but I would suggest adding an opt-out link. Right? For all of you listening, there’s no reason you have to settle for the default unsubscribe link. Let me go in here. At any point, I like to personally in pretty every email just to make it clear. You’re always going to have this unsubscribe. [00:06:00] So what I always like to recommend is before you get there, having some language to say, “Would you like to stop receiving these emails?” Okay? Now I would just put a link action on here and when they click this button it’s either going to remove them from the automation that they’re in [00:06:30] or I can have them unsubscribe them from the list. Right?
So that’s the first way is putting your unsubscribe link above the standard. This is always going to be at the bottom. Make sure you put yours above it and if you want to I would even make it a little more pronounced. Right there. All right? And if someone clicks it, then they’ll be removed from that automation and still maintain their presence on the rest of your list. [00:07:00] Right? And the second way is just honestly for like the client reminders, having a specific list for client reminders that has one automation. Right? Once a client subscribes to here you probably have some base goals, Mark, and then when they unsubscribe, no harm no foul there. They can use a standard link and then they’ll just be removed from that list. So that’s how I would recommend handling that, [00:07:30] but definitely put your custom unsubscribe link above the basic.
Please don’t put it down here with it. You don’t want it to compete and you don’t want it to blend in. You want it to stand out. And in that, everybody, I would say this is not part of Mark‘s question, but it opens up this door to where … Always keep the front door unlocked for your subscribers. Okay? What does that mean? [00:08:00] When someone gives you their information don’t lock them in. Don’t try to hide the unsubscribe button and make it difficult for them to get out. Right? Like when they come in you let them know, “Hey, I’m so glad you’re here. You’re getting massive value when you come here. The door, the same door you came in, you can go out at any point in time. No harm, no foul.” Okay. Be willing to allow people to go. A lot of people hold on to contacts thinking that if they unsubscribe it’s the death of their business and it’s not.
A lot of times unsubscribes [00:08:30] are some of the best things that can happen to you because they really inform you if you have the right people in the room that you’re talking to and of people’s interests. Sometimes people just aren’t interested anymore. So let them be disinterested. All right. Mark says I have the custom link in the email. Is there a way to make the default AC opt-out list specific if they do not come into it via Formspring or subscribe to list? Oh. Here let me put this up, Mark ’cause this is what we’re seeing. I know everybody can see it in the chat, but I just [00:09:00] want people who are watching the replay to see this. These are really good questions. So essentially what Mark is saying is you see where it says the default AC opt out? It’s this everybody. It’s kind of a hidden feature. Hopefully we can change that.
But double opt-in and ActiveCampaign is form specific, not list specific. So someone can be added to a list and bypass [00:09:30] opt-in because to activate or to be qualified to be able to double opt-in, it has to be a form with an action set for opt-in confirmation to be on. Okay? You view a preview, this is the message that they will receive. Again, the good thing about ActiveCampaign is you can customize this entire message. You can’t do that in other platforms, but this is going to be what they receive when they opt-in. Right? So when they opt-in, this is the double [00:10:00] opt-in. Of course, when you see this, a way to make the default opt out … Well, I guess I’m before the opt-in. And here it is adding them to a list. Okay? So they filled out a form and when they fill out this form they’re added to this list. All right?
Using double opt-in. I don’t even know why I brought up double opt-in because we’re talking about opt out, but you all know it’s there now. So now they’re on the list and now what Mark wants to do is if we go to “Lists,” [00:10:30] and you go here to “Advanced Settings,” if you go to public pages these are all of the pages. So when someone unsubscribes, if we click “Edit” on “Unsubscribes” this is the page that they’ll see. Or I can redirect them to a URL on my website. Okay? We’re allowed to customize the confirmation opt-in, or the double opt-in. We’re allowed to customize the page [00:11:00] that someone reaches when they opt out. Can we control what list they opt out from? The answer to that is, within an automation? No, unless you’re using starts by a list off form submission.
In an automated list? No, however, if you’re sending a campaign … I don’t know why. Am I hooked up to WiFi? Oops. I was there. If you’re sending a campaign, remember [00:11:30] when you create a campaign the first thing it asks you after you select the type is the list. Whoever you select here, whichever list you select here are the list that they’ll be unsubscribed for if they click the global unsubscribe. All right? So the way to control it or have a customized link, I would say, is by sending a campaign to the contacts or using the subscribes to [inaudible 00:12:01] [00:12:00] our form. So to answer this one, no. All right? Different question. If a contact does unsubscribe globally, is the only way to get AC to send emails to that email address again is for them to fill in an online form using the same email? Yes.
Yes, Mark. You are absolutely correct. Yep. We treat that as user consent or contacts consent. You would not be able to go in there [00:12:30] and just like subscribe them yourself and they get emails after someone has unsubscribed. So, yes. You are correct. Once they fill out a form though again you’re fine. You’re fine. Yeah. Yeah. Yeah. Yeah. Mark, you’re right. Yeah. You can manually enter their information on the form on their behalf. That would work. You’ll just want to make sure you capture like them giving you permission to do so. Like just have that for [00:13:00] your record keeping sake, but yes. You are correct. Correct. Correct. Correct. They are all clients. Okay. Yeah. There you go. Yep. So as long as that’s clear that, that’s what you’re doing, you’re fine. All right. David.
Mark thank you for those. Way to get it started Mark. Of course, like always. David. Hey, David. Actually and David I have your email opt. I do. I promise I do. Like I said I’m just a little bit behind. [00:13:30] So bear with me my friend. Good to see you. Just discovered the personalization tag alterations this week thanks to the Facebook group. Pretty excited about that. Is there a way to make the global instead of having to go into each automation individually and type First name, Title case into each one. Oh. I see what you’re saying. You want to globally update anywhere. So this is what I believe you’re saying. You want to globally update this. [00:14:00] First name to this. First name, Title case. That’s what you want to do, right David? Let me know. You want to be able to go one place and then it would replace all of the first names with First name, Title case personalization tag.
I believe that’s what you’re asking. Yep. That would be nice. That would [00:14:30] be nice. I don’t know of a way to do that at all. Like a batch action. That would be nice. Just in case you all aren’t aware of what David is talking about. Here. I’ll go in the help center. That’s better. Excuse me. Sorry everybody. Personalization. Here we go. Mm-hmm (affirmative). Mm-hmm (affirmative). [00:15:00] There it is. This is what David is talking about. First off, a personalization tag in an ActiveCampaign is how you display data from a custom field. So if you’ve collected first names and you want to display first name in an email, we call them personalization tags. If you’re coming from other platforms they were called merge tags or merge fields. All right? So what we’re going to do is provide you with the default personalization tags. [00:15:30] You know first name, full name, last name, phone, things like that.
However, sometimes people enter their email address and their name like all caps or like all lowercase. And then if you just use first name it looks like you’re yelling at them. Like, David! In the email. So if you did first name and then upper first, it doesn’t matter how they enter their name. The email is going to display that field value with the first [00:16:00] character upper cased. Okay? And look at this. You can do it the other way. You can make the entire thing lower case. You could do upper words, capitalizes the first letter of every work. So maybe this is a title that you’re displaying back. Like maybe you’re asking somebody for like the name of something. And even though they typed it in all lowercase when you see back.
And it [00:16:30] emails, “Hey, just for the record, this is the title of the book you’re thinking about.” You could display it to where every letter is capital first, title case, lower, or lower first, lower words. So these are all available to use. You just put the pipe symbol after whatever field you’re looking to do. These are all the standard fields. Whatever field you’re looking to execute these personalization tags. All right? Good one, David. [00:17:00] And David, listen, I’m open. If you find like a tool or some means of doing that, let me know, but as for right now? Yeah. You have to go back into your emails and swap it out manually. All right. Tim. Man, Tim it’s been so long, man. It’s good to see you here [inaudible 00:17:24] and communicate with you in this manner. Tim. [00:17:30] All right. Tim says what happens if your campaign is going to a segment of a list?
How does this affect unsubscribe? Great question. Man, these are good questions today. Like what Tim is saying is, let’s say … And I’m going to up the ante here. I’ve got three lists. Okay? And across these three lists I want to say only the [00:18:00] contacts that are in my customer segment. All right? So I’m sending to this segment of customers across all three lists. All right? Yep. You’re welcome David. That is who we’re sending to. We’re sending to a segment. We’re not just sending to a list. We’re sending to a segment. If someone unsubscribes, what happens? What happens? Well, what is going to happen if you’re doing it in a campaign like this, is every checkbox is going to be the list that they’re unsubscribed [00:18:30] from. Okay? So in this case, they get this email, they’re a customer, they say, “Hey. Stop sending me this stuff.”
They unsubscribe. They get unsubscribed from all three of these lists. If they’re on any of these other lists that are not checked, they’ll still remain on those lists. Okay? And what this does, everybody, is it really … This is what we should be doing honestly: managing your contacts a lot [00:19:00] closer. Right? I think that there’s not enough focus on contact management when it comes to grouping and segments. It’s more so like getting leads into your account and mailing those leads and trying to close business, but if we all took a step back and like really mapped out our segments and the messaging to those segments, I am telling you, you will be operating so much for freer. So it doesn’t matter like JDPR, unsubscribes, and all that because [00:19:30] you know who your segments are.
Just a basic sit down and say, “Okay. I have a customer segment and I have a non-customer segment. Who’s in my customer segment? Okay. People who purchase my clothing and people who purchase my electronics.” Right? So you’ve got two different messaging there. The prospects. Okay. I’ve got people who are interested in making clothing, people who are interested in buying electronics, how do I speak to them differently? And you’ve done your due diligence to map out [00:20:00] who these segments are. So now when you go to email then on a list, you’re like, “You know what? I’m going to email everybody just on the electronics list for this messaging.” The problem comes when the segmentation is not clean or clear and you just start sending blind messaging hoping nothing bad happens.
Right? That’s when things happen where you’re like, “Oh no. They got unsubscribed from every list. I just wanted them to be unsubscribed from this one list.” All right? [00:20:30] So that problem is genuinely solved at the contact management point of your business. I know it sounds boring. It’s nowhere near as exciting and sexy as automation. Right? They look good. You can put them on display. They’re the trophy wife of the digital marketer. You know if they could print it out and just bring it into a room of networking [inaudible 00:20:58] my automation. And everybody’s looking at [00:21:00] everybody’s automations like, “Hey is my automation better than his? Is his better than mine?” I don’t mean that in a degrading means of [inaudible 00:21:09]. So your badge. Your badge of honor. How about that? Let’s disassociate with the word [inaudible 00:21:14].
Your badge of honor. Like you go into these places and they’re like, “Oh. Look at that automation. Look at this automation.” Contact management is not that. It’s just not. Nobody sees it but you. Nobody sees it but you, but guess what? Everybody benefits from it. [00:21:30] Okay? So if I could say anything, take some time to really sit down and think through your segments. There is no terrible time … Or let me go the other way. The best time to do it is right now really. Right now. It doesn’t matter how big or small your business is. Plan for it now and let everybody go into the buckets. In fact, let me just finish my thought with [00:22:00] this. There is no reason, before you even start sending emails. There’s no reason why you can’t do this. Once you have your contacts mapped out, like how you’re going to group them, you should just jump right into it.
Go into here. Go into advanced search. What’s the criteria that segments going to meet? So if you’re saying, “Oh. I’ve got electronic folks.” So now you’re going to create a segment tag, like this. Interest. [inaudible 00:22:29]. All [00:22:30] right. You can create that segment. Hit search. Yeah. Nothing’s going to come up. It saved as segment. Right here. Save as segment. Now, whenever a contact … Let me just save this. Now whenever a contact matches that criteria they’ll automatically be added to the segment. So when it comes time to send [00:23:00] you’re going to send to that segment and it’s always going to be the most updated batch of contacts. So you have your automation doing all the filtering because you’ve done the segmenting, ’cause you’ve done the work to say, “Okay. I’ve got these segments, these groupings. I create those as segments in ActiveCampaign.”
So when I want to email the people that meet these criteria I just got to go here and send off the email. All right? So that’s that. Tim, thanks for asking that one. Mark. All right. Get this one up. [00:23:30] All right. Do you have a specific approach, sequence, et cetera when you review automations to simplify or streamline them? This is a good question. You know what I would recommend, Mark? The times that I have failed are times when I’ve gone back into my automations [00:24:00] like later. I’ve created them at one point and then I’m going back later. And then I’m looking at the automation trying to simplify it. Right? And I say, “Oh. You know what? Now that I’m thinking about it I don’t need this. I don’t need that.” That’s the worst approach ever and I always end up breaking something. Right?
Instead, what I like to do to minimize that is I like to go to my automations with context. So if somebody just purchase something [00:24:30] and now I’m thinking like, “Oh. Wait a minute. Now that I have some experience, now that time has gone on, when they purchase something I want this to happen too.” Now when I have context it helps me go into the automations and more easily identify what can and can’t be removed. Right? So that’s one thing is going into automations with context. Now with that being said the automations map helps provide that context [00:25:00] if you don’t have it. Right? So if I’m just going here, click on that one, and I see that there’s a loop between these two back and forth. Now I can kind of go into them and identify. The context is being provided to me by the map. Right? So that’s an additional resource for you, but also notes. Notes.
And I shouldn’t say these like either/or. This is like both/and, Mark. Right? I’ve seen your automation. You’ve shared them. So you’re no stranger to note-taking [00:25:30] in the automations. Listen everybody. You have to. You have to do notes. I can’t remember the last time I built an automation and didn’t add a note to it. All right? Record of why I’m doing this action. And listen, when I say notes, I’m not talking about one or two sentences. I’m talking about like description. After they receive this email, [00:26:00] this is what’s going to happen. You know what I’m saying? Like you go into detail because, I promise you, when you come back you’re going to try to remember all of this and you’re going to think you know it until you click that note and you’re like, “Oh yeah. This triggers another automation.”
Right? So if I add in here when they click the link … A link click in this automation will start. And then you can say name of automation. [00:26:30] You could even put the URL here if you wanted to. You know if it starts another automation. And what I’m saying is it’s going to take an extra minute or two, right? But that’s fine. If it takes an extra minute to provide clarity forever, that’s a tradeoff I’d be willing to take and I think you say that. All right? And then save it. [00:27:00] So it’s showing this is that. It’s going to start this automation. If I want to know what this automation is I can copy it. No it doesn’t let me. Go to a new tab, paste it there, and it’ll put up that automated. Oh yeah. Oh yeah. I’m sending a web book. Okay. So, yeah. This is fine. This is fine as it is.
So use your notes. Always go into your automations with context. Never go into them blind, just like for the sake of clean up. Bad things happen, man. Bad things happen. Especially [00:27:30] if it’s not well documented. All right. Great. Great. Great. And did you play with [inaudible 00:27:39] in that time? Oh, yeah. Here we go. Mark, quick follow up. And to answer, I haven’t got to play with it much, but the times that I have played … Actually maybe that’s a testament to it, is that [00:28:00] I’ve been able to so easily go and find how my automations are connected and working with one another. I haven’t had to spend a lot of time in there. Most of my use cases, honestly Mark, for the automations map is really similar to what you said. Like simplifying and streamlining my automations. Right? So I can just click on one and see how it’s connected [00:28:30] and be like, “Okay. Does this flow still work?”
In fact, I’ve done that a couple times. A couple times in my account I looked and said, “You know what? It goes one way, but it doesn’t go the other way. Maybe I need it to go both ways.” Or it brings up a case that I’m like, “Oh. I forgot that they need to be added to this too.” So that’s the biggest one honestly is really yours. Simplifying and streamlining them. Simplifying. How about that? Simplifying them. [00:29:00] Yes. So, yeah. I’m open if you all have any use cases as well. I would love to hear how you’re using them. All right. And then, all right. Tim, has another question. Great questions everybody. Keep them coming. Is there a way to retroactively identify contacts who have not opened any emails from campaigns in the last six months or one year so they can be combed from [00:29:30] the list. What’s the best way to make this happen?
Retroactively there is an option. I tell you what, this option is so final that I’m hesitant to use it, but if you go under … What was I going to show you? I think it’s under lists. Then you go to engagement/management. That’s it. So you identify the list that you want to see, like inactive contacts. [00:30:00] Go to engagement/management. Is this what I wanted to do? Yeah. Oh. Look at that. So this is the engagement based on who’s opening and clicking. So sending to contacts and/or old email addresses that do not engage in your campaign [inaudible 00:30:20] deliverability. Here are some tools that help you clean up your lists by removing contacts who have not engaged in your messaging. So if I want to look at this one and say “View my clean up options.” [00:30:30] All right.
So I can say remove all unengaged contacts. This option will remove all contacts who have never engaged, clicked, opened a campaign in the past. Remove all unengaged contacts passed a certain date. See this? Anyone who hasn’t engaged in three months, six months, 12 months, 24 months. On this list if they have never opened [00:31:00] or clicked an email in the last six months they’ll be removed. Okay? If you want to put it out to a year you could do 12 months. Here’s the catch. Like I said this can be dangerous because if they’ve been on your list for a week, that means that they would also satisfy in the last six months. Right? So this can be a tricky one [00:31:30] without having the engagement frequency set up, but you do have this as an option Tim. And if you haven’t seen it … Let me see here. [inaudible 00:31:46]. If you go to new automations and then type in engagement. There it is.
Import these two. Import engagement tagging part one and part two. What will happen is now you’ll be able to [00:32:00] keep a tag going for all people who don’t open or click emails. And then that way when you have that you can just go here. You can go to contacts, and then go to manage tags, and you see. You see this? Non-engaged for 30 days, non-engaged for 60 days. These are all [00:32:30] of the contacts that haven’t engaged in 60 days. I can select them and now I can do what I want with them. If I want to create a segment, since they have this tag, if I want to add a condition that says, “Has not engaged in 60 days and has subscribed after a specific date,” or something like that. I can get more granular by doing an advanced search. So it just gives you [00:33:00] a little bit more flexibility doing it that way.
So using the engagement tag. All right. Oh. Mark says, “Is that for campaigns only, the list clean up?” I have to double check. I don’t know if it’s for campaigns only. It may be for all emails. [00:33:30] For contacts that exist on the list instead of just campaigns that have been sent to the list, but I’ll confirm. I’ll definitely confirm. Yeah. Mark says, “When you create new automation it often seems too simple, but in the future you won’t remember and waste time figuring things out.” This is regarding notes. [00:34:00] And that’s really it. If you speak in first person, say, “Hey, Chris. Will Chris Davis remember this? What do I need to do to help Chris Davis remember this?” Is that first or third person? Whatever person. If you think about the future you as a separate individual as the current you, and you say, “Okay. How can I make future me’s life better?”
It gives a different motivation to adding those notes because guess what? [00:34:30] Future you is ignorant to today’s you, even though it is you. How do you like that riddle for a Friday? So the future you is. They’re going to look back and be like, “What was I thinking?” Right? And without those notes or the documentation that information will be very hard to retrieve and you will waste time. All right? Great questions everybody. Keep [00:35:00] them coming. Thank you all for hanging in there with me. You all are just some soldiers. You’re hanging in there. Could you create a segment based on sign up before a certain date and then select by non-engage? Yeah. Yeah. Yeah. Yeah. You can. Check this out, Tim. If you go to Advanced Search and then say … What did you say?
[00:35:30] Is it in Action? I think it’s Context. Date subscribed. All right. Date subscribed you can say is greater than 11. And this should really be like before or after, just ’cause this is very technical, but we’ll say date subscribed is in the last two weeks. So greater than two weeks ago. Right? We’ll do a month. We’ll do a month. Greater than April 11th, [00:36:00] since today is 11. So now it’s within the last month, right? And contacts, tag does not exist. Oh. Oops. I’m sorry. Tag exists. Not engaged. We have some non-engaged tag. Absolutely. You could do that. Yeah. I guess this would [00:36:30] be pointless if I had a third-day tag. So maybe I want to do two weeks. Click here. We’ll move it to there. In the last two weeks if they haven’t engaged essentially. And if you don’t have an engaged tag for that, you could also do … No. I wouldn’t do it this way.
I would do this. If they’ve subscribed in the last two weeks and [00:37:00] has not opened any campaign or has not clicked on a link in any campaign, any link. So essentially this is my 14-day unengaged tag. This is me doing it manually or I could just use the engagement frequency tag and set a non-engagement tag for 14 [00:37:30] days out. I have my contacts that way as well. But this is how you would do it. Yep. This is how you would create that segment. I mean this is essentially the same thing. Tim, you know what? This question brings up a really good point. So we have the engagement frequency automation, that tags contacts. Well guess what? This [00:38:00] segment is the exact same thing. If I wanted to create three segments, hasn’t opened in 30 days, hasn’t opened in 60 days, hasn’t opened in 90 days. Right?
If I wanted to create those segments the contacts would be the same whether I use the engagement frequency automation or the segments. The difference is I can’t automate with segments. So when someone joins a segment or is added to a segment, it’s not like I can trigger an automation. For that I would use the tag. [00:38:30] Okay? Okay. Oh. Oh, yeah. Tim, I have to warn you I’m doing it on the fly. The greater than and less than, it always catches me up. So greater than a date is since that date and less than is before that date. Yes. Yes. So if it’s greater than the 25th, that’s like the 26th and beyond. If it’s less than it’s [00:39:00] the 24th and behind. So, yep. You’re correct. You’re correct. All right. So let me see here. All right. Looks like I didn’t miss any other questions.
We’ve got nine more minutes left. If you have a question let me know. Sylvie if you’ve got a question I just want to make sure [00:39:30] I didn’t miss yours. David, Mark, found Tim, Lucas, Heather. Hey, Heather. I didn’t see you. Yeah. Any questions. Any questions you guys have is fine. If not, listen, no pressure. Just want to let you all know that this is a resource for you every Friday at 1:00 PM. Office hours is here to serve you and everything. [00:40:00] Let me see here. Mark’s got one. If you change an automation name will it auto update in all automations it’s listed in? Yes. Yes, it will. Thankfully ’cause I’ve done that a few times actually. So let’s see. Automation B. You see this one is going to say enter automation one day no opens. [00:40:30] So what was I going to do?
Yeah. I’m going to go into this automation and change it from one day no opens to one day no open. Okay? And then I’ll go back to that automation. See that? It changed that automatically in automation. So, yes. Thank goodness, right, because if that wasn’t the case … Oh man. [00:41:00] That could open up a whole world of hurt. Excuse me. Anywhere you change the name of the automation it will reflect anywhere where the automation is referenced within the automations. Yep. Get this question. Mark asks, “Is there a way to create an email template which keeps link actions? Frustrating [00:41:30] to have to manually add all link actions after import. I see why IC does not carry accents forward, but a toggle on or off would be awesome.” That’s a great feature request, but as of now, no. This is what Mark is talking about.
I’ve run into this a few times myself. It’s funny you say that Mark. It’s ’cause I load up the email thinking that all the actions are in there when the link URL is. And so like [00:42:00] if you’re in a template, if you create a template, which I recommend you all create templates, and you have a link to this book. You see where it doesn’t have “Add Action” where I showed you before it has “Add Actions.” So when you pull this template in for use the URL will remain, but you won’t have … I mean I should say the URL will remain and you’ll have the opportunity to add an action [00:42:30] to the link click. What Mark is saying is it would be nice to have a toggle here to just like have an action that is attached to the link click in the template. Now the reason being, of course, is that templates can be used across all automations and all campaigns.
So sometimes that link click action is specific to the automation or group of contacts that it’s sent to, but no. I agree. And I think that now I [00:43:00] believe Mark … Let me see. I should go in here. I believe the ideas portal should be public facing now. So now you all are able to start submitting your ideas and other people can upvote it and everything. So you can send links to people and say, “Hey, could you give this some love. I really want this feature in ActiveCampaign.” I don’t have the link [00:43:30] now. By next Friday I’ll have a link for you all, but that’s coming back to being public. So this would be a good one Mark in getting the collective buy in the community, man. That’s how I prioritize it. So all right. With that being said, listen, I’m going to take off, but thank you all so much for attending office hours today.
And I just want to let you know this is probably one of the most enjoyable things I get to do. So [00:44:00] never feel like you’re coming on here, you’re asking crazy questions, or your wasting my time or anybody’s time within office hours. We’re here for you for a reason. We enjoy doing this and I thank you for taking time out of your day to spend with me. Hopefully I could clear some things up and help you execute a bit faster through the process of understanding. As I mentioned, we do it every Friday at 1:00 PM. This is a weekly thing so you can set it on your calendar. We will be here unless holiday occurs, [00:44:30] but we’ll be here every day at 1:30. Now I have to say 1:30. 1:00 PM, and with that being said, have a great weekend everybody. Thank you for being customers, users, followers, advocates, affiliates, resellers, and just strong business owners. Thank you all. Have a good weekend and I will see you next week.

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