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Office Hours – April 11, 2017

Recording of Office Hours hosted by Chris Davis on April 11, 2017.

This session covered:
– Membership software that integrates with ActiveCampaign
– An automation review of using nested if/else conditions instead of separate automations.

Transcript

Chris Davis: Record to the computer. We’re recording. Oh, Ben, I lost you. I need to give you … Ben dropped out. All right. We’ll wait for Ben to come back. Since I’m on camera, welcome everybody. Okay, welcome while we wait for Ben to come back. I had him, Ben was on camera and everything. Maybe his internet connection [00:00:30] dropped out.

Yes. I’m Chris Davis, director of education. Here are the most important resources you are … Lorraine’s gonna get me. I keep forgetting to put the support link up there. I’m going to put these in the chat for you all, as soon as I find chat. Hopefully Ben comes back. These are the links, important link, learn, [00:01:00] activecampaign.com/learn is the education center where you get all of your 101 content and easy to follow guides. /podcast is where yours truly hosts the podcast on, up, there we go. Lorraine to the rescue. Where you can listen to me interviewing you as users as [00:01:30] well as internal employees on strategies and give you some additional insight on ActiveCampaign.

/blog is product updates and strategies as well. /community is where you can engage with other ActiveCampaign users. Ideas.activecampaign.com is where you can let your voice be heard. Ben, you’re back. All right. Let me. I think you can, Ben.

Ben: Yeah, hey.

Chris Davis: All right. Great. I can hear you too.

Ben: [00:02:00] Yeah. I’m sorry. This is new to me. I wasn’t expecting that sort of reactions. I’m literally just here to listen. [inaudible 00:02:12] questions [inaudible 00:02:13], yeah.

Chris Davis: Oh, okay. No, no, no worries.

Ben: My apologies, my mistake.

Chris Davis: No worries at all. I saw your hand up so I wanted to make sure.

Ben: That was me [inaudible 00:02:25]. Too excited.

Chris Davis: [00:02:30] All right. It was great to meet you, Ben.

Ben: You too, Chris. Enjoy listening.

Chris Davis: Okay. All right. What I’ll do is I’ll put you as a viewer. Then you can chat or you can come back on video if you want.

Ben: Brilliant, thanks very much.

Chris Davis: Okay, great, great. All right. Perfect. In that respect, let’s jump right into the application. It’s open. [00:03:00] I’ll open the floor to … Oh, let me share my screen. I’m not sharing the right screen. I’ll open the floor to any questions you all have. Just as a review, last week or, yeah, last week we walked through how to create a pipeline. It was what we called Pipeline Friday. Paul, he had an example of how to use our DOCRM to help him automate this manual process that he had.

[00:03:30] This was essentially what we built were these four stages, right? Along with these stages, we also ended up, ah, there’s one I’m missing. We ended up accompanying each stage with automation. The automation will move the deal between the stages. Now, when I talk about deals, deals are, essentially, if you’re coming from a traditional CRM, [00:04:00] deals are opportunities. What’s really unique and powerful about ActiveCampaign is the fact that you can have unlimited pipelines with unlimited stages and a contact can have more than one deal.

What I just said blows a lot of people’s minds. Sometimes it’s hard to grasp exactly what that looks like and how that works. I like to look at are DOCRM as the ability to automate [00:04:30] a process, any process, mainly it was created for the sales process, but it’s not limited to the sales process. Okay?

What Paul had was this example where he was engaging with previous clients as well as doing some lead gen to get more speaking gigs for the person he was doing his marketing for. As you see, I have, [00:05:00] these are the stage to the left is To Contact. This is a list of people that we need to reach out to and contact. Now, the people end up on that stage by either filling out a form or doing some other action within the ActiveCampaign platform, right? Once we’ve reached out to them, by maybe a phone call or sending an email, they now move to In Contact. [00:05:30] In Contact means I’ve reached out and I’m now waiting for them to reply, right? I’m waiting to get that engagement.

Once they engage back and say, “Oh,” they call and say, “Call me back.” Maybe they miss me or they email me back and they say, “Yes, I want to know more,” then I’m in the Follow Up. That means I’m following up with them, providing more information, building more relationship so that I can get to the final stage [00:06:00] which is negotiations. That was the example that we worked through on Friday. In review for that, we had that. If you have any questions, just let … Oh, I don’t have my chat. Okay, my chat is up now. If you have any questions, just let me know. This is, for you first time attendees, this is a really free flowing, no judgment zone. Any question is valid. I’m here [00:06:30] as a resource to you, to really help you understand the platform, as well as provide some insight, hopefully, on what you’re trying to do in your business and how to best leverage the platform.

I’m been in our Facebook group lately, and I’ve been seeing a lot of, just a few, a very small amount of people not frustrated, but really confused, or trying to figure some things out. What I’m finding is that it’s twofold. One part is just [00:07:00] really becoming clear on what you’re trying to do. Lorraine a couple weeks back had a great exercise where she showed us how she mapped out everything she was trying to do. Getting clear on exactly what you’re trying to do and communicating that is one thing. Then us understanding it and leveraging the platform, or having someone to help you understand how to best leverage the platform to achieve that is another thing. I like to use this time to hopefully [00:07:30] achieve both. Sometimes you may just need to bounce your idea off of somebody, to hear it. Then you’re like, “Oh, wait a minute. That doesn’t make sense.” Or just provide some clarity.

Other times you may just have clearly defined what you want to do and you’re just not as clear on how to do it with ActiveCampaign. Either way is fine. That’s what I’m here for. I’d like to welcome [00:08:00] everybody.

All right. Lorraine. I did mention, if you do have a question, the easiest way is to put it in the chat. I know it’s a little confusing because we have Q&A, the zoom says Q&A, but we actually, it’s easier for the chat because of this, for the people who can’t attend, I can put the questions up on the screen so that they can see what question was asked. If you have question, use the chat. [00:08:30] Lorraine says, “Not sure if this is scope. I’m looking at ActiveMember360 and not sure where it is positioned in relation to ActiveCampaign and Learndash.”

Great question. For all of you that may not know, let me pull up both of these. These are WordPress plugins. They both do similar things, honestly. ActiveMember360 will allow you to create a membership site that provides access to your members [00:09:00] based on tags in their contact record, which is extremely powerful. Then Learndash is a plugin, a WordPress plugin that allows you to create a turn your WordPress site into a learning management system. Courses that you can track progress through and see backend reports on how your students or enrollees or whoever are doing. How they both work, [00:09:30] let me do this, because my screen is this way, and the camera’s right here. I don’t want to like do this and have you looking at the side of my face.

What I’ll do is let me turn this off. I’ll stop my video. Oh, well, hey, you see my smiling mug shot there. Let me walk you through this. This is important. This is very important. I actually see this question come up a lot. ActiveMember360 is [00:10:00] going to provide restrictions to pages, host types, whatever, based on the tags in the contact record. Now Learndash comes with it’s own provisions for the post types that it creates.

You know what? I’m going to illustrate this. I think it will be better visual. Follow me, everybody. The reason why this is important [00:10:30] is because this is a growing need is the ability to create courseware. Businesses are taking education serious. It doesn’t matter if you’re a solopreneur or a company like us, everybody needs some form of courseware where people can learn at their own pace and understand what they’re doing.

For instance, let’s take this, okay. This is WordPress. This is your website. [00:11:00] Here’s your website. Within your website you’ve got pages. Page one, and then you’ve got posts, right? Let’s just do this and do this. All right. Let me do this. Okay? Just bear with me as I set this up. Feel free to ask [00:11:30] a question while I’m doing this. I can multitask a little bit. I can talk and type. I can’t promise you it will be pretty but I can do it.

Watch this, post three and post four. Normally, in a WordPress setup, maybe like page one is your homepage. Maybe page [00:12:00] two is like your about me, so on and so forth. Your posts are like your blog, okay? No, I don’t want to do that. Why did I do that? Okay. What I wanted to do was put it up. Now that’s just ugly. Why did I, where’s the padding? Here. Means nothing. Don’t focus on the small stuff, Chris, all right. This is, by default, what [00:12:30] WordPress gives you. Now, when you install a plugin like ActiveMember360, watch what happens everybody. Watch the, oh, what is that? That is just ugly.

Let me do it this way. Now when you install Learndash, what will happen is you will see [00:13:00] post types added to your WordPress installation. Now instead of just regular blog posts or your default post types, you’ll now have these post types. You’ll have, let’s see this, watch this everybody. Bob King, the creator of ActiveMember360 would be proud of this illustration. I’m [00:13:30] going. Oh, and my mouse died on me. Sorry, I got a track pad. The forces are against me, but we will prevail.

All right. You have one. It’s going to be a course type. The next is going to be a lesson. We’ll say lesson one. Then lesson two. All right? Then, within a lesson, [00:14:00] you can have topics, all right? Topic two and topic three. Fair enough. There we go. Now, what ActiveMember360 can do, I wish. Dare I? They make it hard. I don’t know. They changed stuff up. I wanted to do a search. Oh, there we go. [00:14:30] Lock. There we go. I will use this for now. Maybe I won’t use it.

In order to provide restrictions to these post types, all you need is Learndash. Learndash will provide the ability to lock down the courses and lessons and topics within a course. Oh, Ben, [00:15:00] all right. Is ActiveCampaign integrate with MemberPress? I’ve seen MemberPress. I think it does? I think MemberPress has a, you have to use their paid Strype integrate, I mean their Zapier, I believe. Oh, they don’t have us listed.

I know a lot of people that ask this question. [00:15:30] I believe, there we go. Let’s see here. MemberPress 1.2.3 released. I believe you can adds an ActiveCampaign integration. There is an ActiveCampaign integration here. It looks like they’re doing something with PayPal as well. [00:16:00] MemberPress does integrate with ActiveCampaign. In fact, MemberPress and Active, any membership script is going to … Yes, you’re very welcome, Ben. Any membership script is going to operate the same way.

How do I want to? Do I want to? Let’s say this is ActiveMember360. Excuse me. [00:16:30] Okay? AC360. Oh, that’s AM, sorry. Okay. Any time we see this lock, that means ActiveMember360 has the ability to lock it. Okay? Set the access based on the tags on the contacts record. Let’s just talk about this briefly. What is going on? It is fighting me today, everybody.

[00:17:00] Let’s say someone buys your product, any product and they get a customer tag and a product tag. Then, on your website you have particular pages or posts for people depending on the tags that they have on their record. Everybody that has product A tag will be able to access X amount of pages and posts. Anybody who has product B tag can access another set. Now, the power in this is that you can use automation and be [00:17:30] very dynamic with how you apply access to your website. ActiveMember360, essentially can lock down all of your pages and all of your posts. All right? That’s the first layer of ActiveMember360 is it can lock down all of your pages and posts.

Now, where it gets a little confusion, Lorraine, and this is probably where you’re getting [00:18:00] your confusion because it confused me for awhile, ActiveMember360 can also lock down your courses, your lessons and your topics. Now, this is where the overlap comes. Remember, I just said Learndash inherently is going to lock down access to your courses, lessons and topics until somebody has enrolled in the course. If all you’re selling [00:18:30] are courses and you don’t have additional pages or posts that you need to have restriction to, then, excuse me, Learndash is all you need. Okay. I’ll repeat that. If all you’re using … If you’re selling courses and you just need to provide access to specific courses when someone purchases them, all you need is Learndash, that’s all you need.

Now, if you’re saying, “Hey, listen. I [00:19:00] have a … My membership needs span beyond just courses. I also have pages where maybe I upload replays. Maybe I do monthly coaching calls, like bi-weekly. Twice a month, I do a coaching call. I put those replays in my membership site. I want people who’ve enrolled in my course to have access to that. Right?” Maybe I have a member’s only blog that I want people in my course to have access [00:19:30] to as well. Perhaps I have a forum that essentially I have member only resources that exist on my WordPress site along with courses. If you have those two, then you’re going to need ActiveMember360 because remember, Learndash can only lock down courses, lessons and topics. That’s it. If you have other pages and post types outside of Learndash and you want to restrict [00:20:00] access, but you want it to be global to what the user has purchased, then you’ll want to use ActiveMember360, right?

Learndash is going to know what course you enrolled in because you purchased the course. If we take a step back and say, “I want all of that information to reside in ActiveCampaign. I have a product tag and with this product tag, I want to give them both access to a course [00:20:30] as well as other resources on my website.” You’re going to need to use something like ActiveMember360. I say something like ActiveMember360 because I don’t believe, now, Ben, I’m not as familiar with MemberPress, but I’m not sure if based on a membership level in MemberPress, you can give them access to a Learndash course.

If I do [00:21:00] MemberPress and Learndash, I can be proven wrong. Let me just see. Look at that. Learndash as of January 24th. Looks like you’re in luck, Ben, if this is what you’re using. You can use MemberPress as well. Yep. Look at that. That’s how these membership plugins work. A membership plugin is going to span [00:21:30] from more than just your courses. It’s going to restrict access to your entire website, your entire WordPress installation. Okay?

The confusion comes, it’s like, okay, well if Learndash will lock down these, why do I need ActiveMember360 to lock these down? The answer is you don’t. You don’t if all you’re selling is courses and you don’t have additional resources on your website that need to be restricted. [00:22:00] The second you say, “Listen, Chris, everybody who is in my course, I also want to give them access to this resource page. I also want to give them access to these other pages on my website.” Then that’s when you need ActiveMember360. Okay, all right.

Lorraine has a question. Ben, I’m sorry. I didn’t put your question up. Let me just kind of answer these as I go. Ben asked, you know [00:22:30] what? I’m going to put your question up, Ben. Everybody deserves to be heard live or on replay. There. Ben asked, “Does ActiveCampaign integrate with MemberPress?” That’s why I was showing those screens. Lorraine asked, “Does ActiveMember360 come with a forum component or just manage access?” Yes, just manage access. That’s all it will do. ActiveMember360 [00:23:00] actually doesn’t come with anything coupled with it except the ability to integrate with other plugins.

Now, let me show you something that’s interesting about a platform like this is it will integrate with Learndash, as we’ve seen, also WooCommerce, right? If you’re using WooCommerce and when you’re selling, perhaps maybe a physical product or you’re using it for digital products, when someone buys, you can send that information by way, by using ActiveMember360 to Active [00:23:30] Campaign, right? When those tags are added, they then get access, right? They get access to whatever you have on your website based on their tags.

BadgeOS is a really interesting one, because now I actually was helped with this a little bit, shameless plug. BadgeOS is the ability to provide achievements, right? Imagine someone completes a course and [00:24:00] you want to give them a badge. Say, “Here’s 1000 points,” right? Now, with ActiveMember360, based on tags that someone has on their record, you can provide them an achievement. ActiveMember360 doesn’t have any of these resources coupled in with it, but it integrates with all of them. The idea is to turn ActiveCampaign into your hub, your primary hub of access to everything. [00:24:30] Again, it’s only if you’re running that type of membership site, beyond just courses. If you’re running just courses, I would keep it simple.

Yes, Ben says, watch, let me tell you what Ben said. Ben, I didn’t know we were going to the membership part. ActiveMember360 is basically an alternative membership [00:25:00] plugin, yes. That’s exactly what it is. It’s a membership plugin. You got it, Ben. Right on the money. All right. The main difference is ActiveMember360 uses tags in ActiveCampaign instead of membership levels only, right? I think MemberPress uses membership levels, where your membership levels in ActiveCampaign are tags. Adding and removal of tags is essentially [00:25:30] the giving and revoking of access. All right?

This is big because membership sites are very confusing to configure and set up. All right. Lorraine says, “What I’m finding is a LMS isn’t really what I want because they take people through a linear process. I want people to be able to access different pages, posts in different orders depending on choices they make. Create your own journey. [00:26:00] Yes. I was thinking of if I created pages on my website, then I can control what they see next based on where they are an possibly use a seed to track that user in tags.” Yes. Absolutely.

If you want to provide a more dynamic experience, then yes, you would very much use pages, right? Pages in WordPress, beautifully designed pages and tracking what they do [00:26:30] by link clicks and page visits, and determining their access based on tags, yes. I will say, if you do use the LMS, there is a way to make it not as linear by not requiring them to complete the course lessons in order. That way it’s kind of like more dynamic. They can jump to lesson four or lesson five. What’s really nice in that aspect, in both ways that you’re using it, [00:27:00] Lorraine, I could see the value of having badges, right? If they do a particular path, they get to unlock a particular achievement.

Yeah, if the biggest thing with the LMS is it just allows you to easily, okay, [inaudible 00:27:21]. All right. Let me put this put this up here too. This is important. I mean, because these are specific business [00:27:30] needs, everybody. Lorraine said, “I didn’t want them to see the other components ahead of time.” Yep, yep. Absolutely. If you didn’t want them to see what’s next, you wanted them to focus on the action you have before them and then that’s it. After they take that action, they’ll see the next thing, absolutely. Using a WordPress membership setup without Learndash would be pretty much what you’re looking for. Yes, you are [00:28:00] right.

I know a lot of people. I don’t use this personally. I know a lot of people have done it with, where did that go? With this plugin called OptimizePress, Lorraine. It’s a WordPress plugin that adds like membership pages to your website that you can easily build quickly. You may want to try that out. I’m not endorsing it because I don’t personally use it. I have used it in the past, but [00:28:30] not for memberships like this. Yeah, if I go to the marketplace and I look at some of their, I think they have a lot of just default. It’s a drag and drop. They’ve got a lot of these membership pages already built for you and templates. See, look at that. You’ve got a video with some description and some buttons.

This may be helpful. This may be helpful. I [00:29:00] don’t know. Like I said, I don’t use it. Yeah. Look at this. If I go to membership pages. I would imagine some of these pages are very much what you would like your content pages to look like. If I do live demo of this. This would be nice if they click on it. You’ve got the big video there and some descriptions, some download links. Check that out, see [00:29:30] if it works. If not, there’s many other builders. I know a lot of people swear by Thrive Themes. They also have the ability to build membership pages. I believe it’s the Thrive Content Builder that is the one that does that. You might want to check that out. Thrive and, I know [00:30:00] there’s some people that use a WordPress theme called Divi. I believe with Divi, you can also create any type of layout you want for your pages, quickly and easily and create templates. You don’t have to start from scratch. Check those out.

I was looking at Beaver Builder, but I don’t think that it is integrated with, oh, oops, let me put this up. Lorraine, so, I was intentionally [00:30:30] not mentioning them because I didn’t want to be biased. I personally use Beaver Builder. I integrate it with ActiveCampaign by using the HTML widget and just embedding the form from the HTML widget. Beaver Builder is another WordPress plugin, page builder, WP Beaver Builder, that allows you to drag and drop and create your web pages exactly how you want without [00:31:00] writing a line of code. It’s the one that I’ve found to be the most flexible and useful. They come with their own templates as well, and that you can save, too. You can save them and reuse them. Beaver Builder will integrate if you use the HTML model and then you go into your forms and then essentially any page builder will do this, if they have an HTML [00:31:30] widget and you imbed the form in there, yep. All right.

Let me see. Lorraine has another question. Hey like talking membership sites, everybody. I like talking about stuff that really confuses people and membership sites is one of those. You would use Beaver Builder to create pages then ActiveMember360 to connect with ActiveCampaign. Yes, you got it. Beaver Builder is going to create [00:32:00] these, or whatever page builder, OptimizePress, is going to create the layout for these. All your WordPress based posts and pages, Beaver Builder can control that. Then, the lockdown or the access to those would be controlled by your membership plugin.

Let me do this. I don’t want to exclude you, Ben. I’ll just say membership plugin. There we go. [00:32:30] Now we’re all inclusive. All right. Lorraine has another statement. She says. Ben liked that. Ben, I’m glad to have you on today, man. I need to track the pages, links, et cetera they go through. Yes. To do that, you’ll just want to make sure you install the AC tracking [00:33:00] script, right? As long as the ActiveCampaign tracking script is installed on your WordPress website, you can then track, listen, check this out, Lorraine. There is not only, there is a guy, you can track all of the pages and posts that they visit. There is a guy, just signed up to his free membership, and he saw that I visited a particular membership level page. I visited his lifetime membership access page. Best believe, he was using [00:33:30] ActiveCampaign. I received an email like 15 minutes later. It was like, “Hey, I saw you checked out the lifetime membership. I was wondering if there was anything I could answer for you and if you were truly interested in a lifetime membership?” I was like, “Oh, he got me. He knew what I was doing.”

Lorraine says, “That’s creepy.” He did it, to his defense, he did it in a very natural way. It actually felt like he was helping me more than anything. It [00:34:00] was, I had to give him kudos for that one, because I was being nosy. I will admit. I was being nosy. I was like, “I wonder how much lifetime access costs.” Using the AC plugin that comes with forms. Yeah, yeah. Oh yeah. You can use that too.

The two ways to install the tracking script would be to use the plugin, that’s the easiest way. The WordPress plugin is the easiest way. If you’re a little [00:34:30] more comfortable with tech and you like copying code and all of that, copying the code and pasting it in the header of the website is the second [inaudible 00:34:41]. Ben says, “That’s a lead.” Yeah. YOu’re absolutely right, Ben. I’ll tell you what. It was a lead, because it’s not like I didn’t, I’m not still thinking about lifetime access to this course. I need to go through some of the modules, which is the power of having a free membership site, [00:35:00] because I want to go through some of the modules, see how the content is, but I’d very much rather pay lifetime access instead of going month or month or yearly. That’s just the type of person I am. I don’t like seeing every month, my bank account being charged. I’ll normally do annual or lifetime if it’s available. He ended up not creeping me out and actually moving me closer to a buyer.

[00:35:30] It was good. I think that is exactly a core functionality of a membership site, connected with ActiveCampaign that’s powerful, right? If we have our membership site connected and we can see what pages people are going to and we can give them access to those pages depending on the tags or lists that they’re part of, we can really create a very dynamic experience [00:36:00] and increase our cross-selling and upselling to our other offers within the platform, the membership platform. That’s really why I like membership sites, because it allows you to really engage more so automatically than just email.

All right. Lorraine says, “If I have these pieces correct, I would use Beaver Builder to create pages, AC to do the site tracking, forums, tag management, et cetera and ActiveMember360 to do access.” You nailed it Lorraine. [00:36:30] You nailed it. That’s exactly it. That’s exactly it. If you all are like, “Oh, no. I’m not using what she said she’s using. Will I be able to do this?” I’m going to replace what she says with something that is a lot easier for you, or depending on regardless of what you’re using.

She’s saying, “If I have the pieces correct, I would use a WordPress page builder [00:37:00] to create pages, ActiveCampaign to do the site tracking, forums, tag management, et cetera and a membership plugin to do access.” Yes, both of those statements are 1000% true. If you’re not using Beaver Builder or Active Member 360, then just insert the name of your WordPress page builder and insert the name of your membership plugin and you will have the exact same setup and [00:37:30] capabilities here.

Lorraine says, “I can stop pulling my hair out.” Yeah. It’s confusing because there’s overlap. You’re seeing here there is overlap. Oops. I’ve got a question here. I’m sorry. Anonymous Viewer, I’ve got a question. I’m sorry, Anonymous. I will get to you here. I have a question about a workflow. My automation is here, seems to stop in the second workflow. All right. [00:38:00] I can’t, excuse me, Anonymous Viewer, I’m going to try and pull your site up. I can’t copy and paste from the Q&A, but I’m going to try this. PS. It is FNT138.activehosted.com/series/18. [00:38:30] All right. Let’s see here. Okay. Let me go to your automations. Series. You said 18. All right. Here we go.

We have a, this is a fairly large one. There is a lot going on in this automation. [00:39:00] Let’s just talk through it, if that’s okay with you. Whoever you are as an anonymous user, if you would like to use the chat, that would be the preferred way to engage. However, feel free, since you’re already in the Q&A, if you want to keep asking your question that way, that’s fine as well. All right.

The, oops, the question is, I don’t know what the question is, but this is the automation and it [00:39:30] says it seems to stop in the second workflow. I don’t necessarily know what you mean by the second workflow. Maybe you’re saying these if elses are workflows. Let me know. I’m just going to talk through this based on what I understand is going on.

Someone submits the contact form. They submit any form. The first thing is I would not use advanced for submitted form CAMP. [00:40:00] AIRPORTS. I would literally just say submits the form here. Instead of using any form, I would have used, oh, well what you’re doing is if they’ve submitted any of these forms. I see what you’re doing. Would I want to do it like that? Okay, you’re doing any form and then you’re defining the one, two, three, four forms that are of interest. Okay. That’s okay. [00:40:30] Okay. I can see that.

Then, or if they visited your airport website. If they’ve done any of these, yeah, I take it back. They’ve submitted any form, they’re going to come in here. It has to be one of these four forms in order for them to enter the automation or the visited the URL. All right. That’s fine. That’s perfectly fine. There’s four forms for a web visit that start this out. [00:41:00] If they do that, we’re going to add a tag. Then, what we’re going to do is does the contact match the following conditions that they submitted. Now we’re going to look for which form they submitted, I believe if what you’re doing. Did they submit this form? No. This is the sorting automation. Very similar that we’ve done in previous Office Hours.

If they’ve submitted this form, have they submitted this form. I think we’re going down each form. Okay. Cool. [00:41:30] Then, we’re not using the website if else. That’s all right. Now, what we’re doing is essentially saying, “Okay, if you submit one of these forms, you enter the automation.” Now, based on the form, we’re going to do something else. After you do that something else, you’re going to go up and check and see if they submitted another form, which I don’t know how they would submit two forms at once. Depending on how you have yours [00:42:00] set up.

This go to action may just always result in no, since submitting one form is what’s going to get them in the automation. By the time this executes, even if they were to submit a form directly after, this would execute so fast. There’s no wait. I guess there’s a wait for five minutes. Yeah. I guess they could submit another form. I’d be very interested in your use case of how they could submit multiple forms within five [00:42:30] minutes. That would be very interesting.

All right. Second workflow starts at send email download [inaudible 00:42:37] success. Send email download. Send email download [inaudible 00:42:47] success. Download. I don’t see the [inaudible 00:42:57] success. I don’t [00:43:00] see the [inaudible 00:43:01] success. [inaudible 00:43:03] Oh, link sorry. Download link success story. Okay, okay, I got it. I got it. This is not happening is what we’re saying. It seems to stop in the second workflow.

Can I look at a? Can you give me permission to look at a contact that’s gone through here, if that’s [00:43:30] okay with you? Nobody has gone through here, through this automation. I’m wondering. Oh, is it, did you use to have it active or not. Yes, here’s the, all right. Let me pull this up. Screen.ac. How did you [00:44:00] get at act 1A2SI, I hope I can get this right my first time. 3F0C maybe? Or is that FOC? All right. There we go. Cool, cool, cool. Second workflow does not run. All right. The first workflow runs. Then they go here. You say [00:44:30] they don’t go down the yes branch, right? I believe that’s what you’re saying is they don’t go down here. Is that true? Correct. All right.

Yeah. That would be, like I said, I see what we call a race condition. The race condition is if they’ve submitted, if they’re in this automation, it’s because they submitted one form. Let’s say [00:45:00] it’s this first form. When they come here and this is a yes, they’re going to get this email. They’re going to get this tag. They’re going to get this deal. They’re going to wait five minutes. Then they’re going to get this email. Now. I don’t know if five minutes is enough for them to go and fill out this form, right?

Even if they filled out this form. I think we’re going to run into problems with this. First off, this is set to run once. Yeah. The truth is, they can’t [00:45:30] fill out more than one form in this automation. When the submit any form one time, they’re going to go into this automation. It doesn’t matter if they filled out forms twice. If they fill out this form, if they fill out any form they’re going to enter this one time. That means they’re only going to go down one branch, at all. They can’t. They technically cannot come into this automation more than once, which means that this is, if [00:46:00] they went in and went down to this branch and they go here, they’re just going to go, no, no, no, end automation. There’s no way they can fill out the form twice from being within this automation once.

If they could, five minutes, ooh, five minutes is so small of a time window for someone to go and fill out another form. I don’t know what these forms look like, but if they’re more than [00:46:30] just name and email and you’re anticipating them filling out a form, then going to their email, reading two emails, essentially within five minutes and then going to fill out another form and then reading two more emails, yeah, I think we need to rework the approach and the objective here. This automation will break. It will break because of how it’s built. Like I said, if I just talk through this …

[00:47:00] Let’s say I filled out a form. I come in here. Then it says, “Oh, yeah, it’s the download formula form.” That means yes. Then I get this email. Now, I don’t know if you’re anticipating the person reading that email, but that’s going to take time for them to go to their inbox and read the email. Then five minutes later they’re going to get another email. Between that, I don’t know if they’re supposed to be filling out a second form or if they’re supposed to be [00:47:30] reading these emails.

Let’s say, best case scenario. They went, read this email and went and filled out this form and then five minutes later got this email and then, oh, my gosh, then they would get another email because they would have filled out this form. All right. Let’s scale back. Let’s scale back.

I think this could be better handled by four separate automations, honestly. I think that [00:48:00] is what I’m hearing from you in the chat and that screen. I think this would be better broken down into four automations. One, two, three, four. An automation for each form submission would really simplify this a whole lot.

If I have four automations, the start trigger is they filled out that specific form. All I have to do is one, add the tag, right? Because [00:48:30] this tag is being added to everybody that fills out these form. Add the tag. Then execute these options, these actions. That’s all I have to do in that one automation. In automation two, all I have to do is these. In automation three, all I have to do is these, and automation four, all I have to do is these. Right? Now.

If I set it to run multiple times, it now, I’m not limited to this five minutes before. [00:49:00] They can fill out those forms at any time and they’ll get the appropriate followup. Then you don’t have to worry about the go to, the if elses and because you have what we have a race condition. In five minutes, you’ve got the issue of five minutes being enough for them to go fill out another form and the fact that they can only enter this automation once by filling out any form. They can literally only go down one yes/no branch.

Now, from [00:49:30] what I’m hearing, you want them to be able to go down any of these branches the minute that criteria is satisfied. For that, like I mentioned, I would split. This is one automation. This is one automation. This is one automation and this is one automation. Have your actions, your yes branch actions in that automation. Then end it right after the second email. Now, the person can do whatever they want. They can fill [00:50:00] out form one first, form three, then form two, and they’ll get the appropriate followup based on those form submissions. Okay?

If you want to, you can, the only thing that I’m unclear on is what you would do with this URL. The URL, if they visit this URL, they can, if they’ve submitted any form. Oh, this is tricky. Now I can come in here without have submitted [00:50:30] any of these forms, just by visiting this URL. If I ever visited this URL and I submit any form, I can enter this automation one time. That’s my one time entering. I haven’t submitted any of these forms, which means I will immediately go no, no, no, no and end. Even at that, this is really, this is a throwaway. This is essentially like taking air out [00:51:00] your balloon here because what if they submit a form that’s not one of these? They’ve submitted a form that’s not listed here, but since they visited this URL and submitted any form, they enter the automation. Now they’re in the automation and don’t satisfy any of these if elses. It just goes straight to end automation.

Yeah, I would, like I said, break this up into four separate automations. [00:51:30] Then, I’m not sure what you want to do with the URL, the site tracking. I’m sure there’s a way to fit that in as a clause within those automations. Thank you, thank you whoever you are. Thank you for this question and this automation. I hope that helps to, oh, great, yes. It looks like it did. He or she says thank you. You’re very welcome. I would love to know how it works out [00:52:00] for you as you rebuild it and everything. First off, good job with getting in here and really pushing the platform. I love the usage of deals or I should say lead scoring, tags and if elses. You did a very good job. Continue on. Split these up. Your life will be easier and you’ll feel like you’re wearing a cape when it starts working right, working correctly. [00:52:30] Great.

Again, that’s why I’m here. This is why I’m here, everybody. Just to kind of talk through, not to shame anybody. Tell you this is wrong, go back. Building automations is very much a journey, everybody, right? I don’t know about you, but I’ve built an automation and I felt like that was the best way and then all it took was somebody else, “Hey, why don’t you try this?” Or maybe it took me coming [00:53:00] back to it like a month later and realizing oh, I didn’t really need these steps. I could do it in those steps. Thank you again so much for this question.

Ben, Ben is my buddy today. Ben has a question or a comment. “I’ve been trying to set up AC to compliment my job process in Trello.” Yes. “It seems that I need multiple automations to dictate which way the job process should go to send [00:53:30] the right emails.” You are correct, Ben, absolutely. If you think of it like this, for every, in Trello you have boards and cards, which is essentially the same thing. There’s like imaginary arrows, right, in between every stage. There’s like these imaginary arrows. I wish I could draw on the screen. I think I can annotate. Ooh, dare I try this? All right. There’s like [00:54:00] these. Okay? There’s these arrows that we don’t see.

Now, what controls those arrows or activates those arrows are automations. What we really need to do is define what criteria moves a deal from one stage to the next. That’s what we use automations for. As you would see for every, if you have five stages, minus one, [00:54:30] you’ll normally have four automations. Right here, we have four stages, less minus one, would normally have three automations, right? We’re going to have an automation that moves them from green to blue, blue to yellow and then yellow to gray. That’s like the bare minimum of how to use automations and stages, kind of like you are with Trello.

We determine the criteria of [00:55:00] the arrows. What makes those arrows true? For this one, it was sent an email. Sent an email or phone call. This was very much manual, but if they’re in the blue stage and someone replies to an email and we have reply tracking on, that means it’s automatically going to move them to the yellow. It’s automatically going to do that. If they call us back, or if they fill out a form, if [00:55:30] we left a message and said, “Hey, if you could fill out this form or provide us some more information, we’d love to follow up with some additional resources on how to book so and so to speak.” If they fill out that form, then they’re going to move from blue to yellow. That criteria is found within that red arrow. Yeah. Yeah, good question/statement.

Learning how to use automation in conjunction with stages is very powerful because, like I said, we get into the realm [00:56:00] of process automation instead of just sales automation. We can automate any process, any process. Yes. All right, great, great, great. Excuse me, we’re approaching, oh, good, good, I got another one. All right. Ben has a question. My friend Ben. What’s going on here? Oh, I’ve got to [00:56:30] take that out. I can do this.

Do you think it’s possible to use AC on the light package without the use of deals and pipeline? You can. It’s not as visual and it’s a little tougher. Things are a lot easier with the deals CRM, but you can essentially have on a well, you can use tags for stages, you could use tags for stages and then, [00:57:00] yeah, you could do it. You could do it, Ben. Like I said, it’s going to take a little more work and it won’t be as visual. It won’t be as easily visualized. That’s the power in this. In fact, Ben, I know people who use this for their website. These stages are like stages of the funnel on their website. It could be an eCommerce website that they don’t ever talk to the person. They can at least see how many people downloaded a lead magnet. [00:57:30] From those people, how many people attended a webinar. From those people, how many people visited my sales page. From that number, how many people purchased. Then they could just log into ActiveCampaign and see it, right?

If you do it, if you pull it off with like tags and automations and other means, you can still get it, it’s just going to take you a little bit of time to dig through the data to see it. Then, I’d also add that we’re working [00:58:00] on pipeline analytics. You’ll be able to see your conversion rate in, you know what, let me show you all this. I don’t know know if you all knew this. Look at this. You could. Oh no, I can’t get these arrows out. If you go to reports and go to deals and click on funnel, you can actually see some data on the progression through [00:58:30] your funnel. We’re updating this so that it can be clear all drawing. All right, there you go. We’re updating this so it’ll be more robust. You’ll be able to see the average time spent on a stage, the probability of conversion between stages. Then, and that makes it even more useful for cases outside of just sales automation and for pipeline visualization. All right.

Let me see. [00:59:00] Lorraine. Let me get your last one, your last one, Ben. Ben says, “Is that by using a site visit number for website visits?” Oh, yeah, yeah, yeah. If they visit the sales page, right? If they visited, yeah, it would be on a site visit, yep, absolutely, you are correct. [00:59:30] Yeah. Like I was saying, the stages would be downloaded a lead magnet, attended a webinar, visited the sales page, by a site visit, yep, and then purchased, which would be a tag. You’re very welcome Ben. You’re very welcome.

Lorraine’s got one. Let’s see here. Oops. I keep doing that. Lorraine says would you use deals to track tags as they made their journey through a course? You [01:00:00] could. You could very much do that. Like when they have a tag, put them on a certain stage, right, in your course pipeline. Absolutely, Lorraine, you could do that. That’s actually a really good idea I haven’t thought of. I did not think of that. That’s a really good idea, Lorraine. Yeah. If I had a pipeline that had my course modules, [01:00:30] right? If I did, I’m going to make this. That was a really good idea.

Online course. Just going to say that, okay. Save it and then here I’ll just do lesson one. Then here I’ll do lesson [01:01:00] two. Then I’ll do just lesson three. Now I have tags, respective tags that are set, or, you know what, I guess it wouldn’t even have to be, yeah. Let’s use tags. When they visit a particular website or they do a particular action, I want them to know they have access to lesson one. Right? [01:01:30] When they have access, let’s just say it’s a tag. It’s lesson one access tag. When they have that tag, I can add a deal and put it on this stage, right.

Then when they have access to lesson two or when they have access to lesson two, they’ll have access lesson two tag and that tag will move them to the blue stage. Now, as they’re going through the platform, or going through my dynamic courseware, I am creating tags and placing them in [01:02:00] stages. Those stages now, I can get a quick visual representation of how people are progressing or engaging through my course content. Great, great question and example, Lorraine. Great one.

All right. Yep. Let me see this. Lorraine’s got another one. Could they lesson three and then [01:02:30] one, then one, then two? Or does it … It does not have to be linear. Yep. You’re correct Lorraine. It doesn’t have to be linear at all. They will exist on whichever, whenever they meet the criteria to exist on the stage, they’ll do it. If they jumped ahead and accessed lesson three, they’ll be on lesson three in the yellow stage.

What this would do is at any point, you’d be able to log into ActiveCampaign and kind of see where are my people at, right? [01:03:00] Oh, my gosh, 40 of them are taking lesson three right now. That’s what this pipeline would represent in that case that you’re mentioning, Lorraine, would be where are people at today. It could change tomorrow. They could go and access lesson two. If it was linear, then it would tell you more so not only where they are but how they’re progressing through. Yeah, you can get a lot of data out of here just depending on how you format it.

Great, [01:03:30] great questions everybody. I want to thank you all for tuning in. We are at the top of the hour here. It is my quitting time. Thank you all for your questions, participating via phone or anonymously or chat. Thank you. I look forward to doing it just like this every Office Hours. It’s an amazing resource and we have an amazing time together. The next Office Hours is Friday. You’re very welcome, [01:04:00] Ben. Friday at two, oh my gosh, 1:00 PM Central Standard. Friday at 1:00 PM Central Standard. I’m here for you to help you through your business strategy in ActiveCampaign. Signing off. I will see you all, hopefully, on Friday.