Office Hours – April 14, 2017

Recording of Office Hours hosted by Chris Davis on April 14, 2017.


Chris Davis: [Laraine 00:00:00] had some really good questions that I want to get in to. Today, I’m kind of anxious to get going because I have a bit of a time restraint. I’ve gotta hard stop at an hour, so we’ll be able to get a lot done. Let me change my screen share to the … which one do I want to share? Desktop. And that should be my Active Campaign account.

All right, so [Laraine 00:00:29], I’m just gonna have your … [00:00:30] date with the Easter bunny … my kids on Sunday, well no, tomorrow actually. They do. I’m gonna share your email here, and I’ve got some answers for you. I’ve got some answers for you. And we’re just gonna go one by one. Everybody remember at any point, send a message to me through the chat, ask a question or what not. Mark, let me know if that’s nice and visible. [00:01:00] I’ve been remember, even in your absence, Mark I remembered to increase the size of the text in my screen. Yes. So, look at this.

[Loraine 00:01:17] ran into some really good problems and I’m glad she brought them up so we can capture them, because nine times out of 10, you all are seeing something similar, I know I did when I started this myself … okay, good. Thank you, Mark. [00:01:30] I did this myself. I convinced myself, everybody. I was like, “Wait a minute, this is a really good strategy.” So, I’ll start from one, any ideas why the text for the checkbox and radio buttons are not on the same line? Look at this everybody. They’re going on, it’s like a line break. And the answer to this is it’s your theme. It’s how your theme is rendering these inputs [00:02:00] and their labels.

I think if I were to … I told myself I would never do this. In line … display … I can’t remember which … in line, block. I can’t remember which element … oh, I know what to do. I think I’ve gotta set this to float. Yeah. That’s what it is. I remember now. Yeah, your [00:02:30] theme, depending on your theme, what we have here is, what is this called? The input. I think I can do this, [Loraine 00:02:39], we’ll see. Input, and if you do a float left. There we go. Ha. I was able to do it.

And we can do some other things, too, like margin right, 10 pics, put it over some, in fact, [Loraine 00:03:00], [00:03:00] I’m gonna copy and paste this code right into the chat. If you have … not to get complex, but if you know CS … if you has a CSS editor in your WordPress website … okay, I didn’t want to over complicate it, [Loraine 00:03:19], but if you paste that I’m pretty sure it will work for you.

Now, for your check boxes, this would drive me crazy just a little bit that they’re [00:03:30] not aligned, but I think if I do label, if I do label and vertical align, I think it’s center. Nope, not that one. It’s definitely not that one. Oh, baseline … middle I think it is. Not that either. Well, I tried. [00:04:00] Essentially I can do margin top, and do minus five pics. Whoa. Don’t want that either.

All right, so it’ll take a little more CSS magic to get that … get them aligned. So, but I think just that code … I mean this looks a lot better already, right? This looks a whole lot better already if you just copy and paste that CSS in there. All right?

So, the form isn’t being populated with the email address even though I’m passing the argument. [00:04:30] So here’s what’s happening, we have an ActiveCampaign, what you’ll want to do … why would it do that in the first place, Mark says. Why would this happen? The reason why this happens, Mark, is because of nine times out of ten, the WordPress theme. If I look here like … however the theme’s CSS [00:05:00] handles things … I guess I don’t want to get to technical in that, but yeah, each WordPress theme comes with it’s own CSS style sheet, and their style sheet could treat your buttons as line breaks or it could have other effects. Your style sheet normally determines the padding, the color of your text, things of that nature, yeah, it’s very much … you could say it’s a WordPress [00:05:30] issue, it’s more so a CSS. So, depending on … even you had a static site, if you had a CSS, cascading style sheet, with a bunch of these styles in there and one of the styles just happened to be where it injects a line break on your check boxes, you would see that, too.

But yeah, it’s more prevalent in WordPress because the themes, traditionally, handle things differently, and most static sites or other sites [00:06:00] pretty much uniformly treat fields, checkboxes, radio buttons and things like that the same, so yeah. It will be a WordPress theme issue if I were to get specific and if I wanted to get even more specific, I would say a CSS issue.

So, yes, [Loraine 00:06:19] for your … you have this right, by the way. This is right, question mark, email equals percentage, email percentage. What I’ve found [00:06:30] to be the issue is not using caps. So, if you don’t use all caps in the email, you know, like even if I were to just … if you don’t use all caps in the email, then ActiveCampaign won’t auto populate the field, so the email address won’t be up here, but if I put Chris at ActiveCampaign dot com, it will. If I do that, it should pull me [00:07:00] in. Yeah, see, it’ll pull me in. So if you use all caps, yup, yup, case sensitive. Yup. Katrina remembers. She ran into that before. I think we all did.

So yeah, make sure it’s case sensitive, and here we go. If you want to do the email, first name and last name, what you’ll want to do, let me copy this, and doctor it up for you. Use this exact [00:07:30] one. All right. Use this one. Email and then instead of plus, use ampersand. I believe that’s ampersand, right? I think that’s the official name, first name, and then ampersand, last name. Now, I’m gonna [00:08:00] paste this into the chat. That is the link, let me look at it. Email, first name, ampersand, last name equals yes, that should work, [Loraine 00:08:16] from an email sent from ActiveCampaign because if I do that here, if I do ampersand first name equals Chris, let’s see. [00:08:30] Yeah, there it is. So Chris, and then if I do ampersand last name equals Davis. That’s good thinking to fill the first and last name as well. There we go. And then we’ll have it all, yup.

Good work on this. Good work. All right, let’s keep going. All right, the check boxes for please send me emails regarding aren’t being transferred either to populate the fields on the screen. [00:09:00] Do I need to run an automation to fill the form on the webpage? So yeah, these check boxes, I’m thinking you’re setting like a default? Like you want one to be checked by default, right? And when we get to the page, it’s not actually checked by default? Is that what you’re saying? Not quite, okay. All right. I missed that one then, let me know what you … I’ll let you type that one and I’m gonna read this one.

I also [00:09:30] noticed something when updating my existing contacts with their starting point tags and customer fields. I was updating multiple fields at the same time, yup. Add a tag, if the contact already had tag one, the entire update would fail. Any tag two would not be … oh, interesting. If I left out tag one … is this in the … well, I’ll let you explain the first one before I ask [00:10:00] my next question, [Loraine 00:10:01]. Okay. I’ve got my question set for that. All right, and I’ll wait for you to do that.

Yeah, this looks really good. This looks good. All right, [Loraine 00:10:18] let me do this. All right, if you look at the attached screenshot, the custom field has all three [00:10:30] boxes checked, but those values aren’t transferred onto the form with the page when the page is displayed. All right, so let’s look at this. So these … oh, I get what you’re saying. Yes, yes. Yeah, I get what you’re saying because they have that field value, so it should be populated. [00:11:00] Now that’s gonna be a … you should be able to do this, though. You need to know the name … watch this. I don’t know if I showed you all this trick. I’m gonna show you exactly what I’m talking about here. Let me do … Oscar. I thought it was [Olacar 00:11:21], oh, it is [Olacar 00:11:22]. What is Oscar? Anyways … that’s neither here nor there. Stay focused.

All right, so let’s say [00:11:30] I had good lead. This should be … all right, so this is a radio button. I would need to … so let me get this link, watch this, everybody. All right, good lead, I’m gonna hit save and exit. Now the next thing I need to do is I need to make sure I know that personalization tag. Good [00:12:00] lead is percent, okay. Good lead. All right. So I should be able to go here, let’s just see, good. Oops, let me just be, equals yes maybe? There we go. So what’s happening, what I’m showing you is, of course this would be what it looks like [00:12:30] in email would be this, right? And it would either auto populate the yes or the no, but that’s how you would do it is you would make sure you know the name, the personalization tag, that becomes what you put in after the question mark, which doesn’t have to be cadenced, because if I do good lead like this, then the personalization [00:13:00] tag value. And it will auto populate the radio button, okay?

Now the catch is this, [Loraine 00:13:09], if you’ve got a check box, only one of the check box options will be checked. Maybe, let’s test it. If that’s okay with you all, let’s test this here. But we know it works for the … we know for sure it works for … [00:13:30] dog sizes. Oh, yeah, we did this. I remember this one. We know for sure it works for the radio buttons, all right? So let’s see here, opt in testing, let’s get a dog size added, dog sizes. All right. And now, let’s see. [00:14:00] What if I do and then do dog sizes equals small, okay, so that will work, but if you have multiple, will it do this? You can’t put a common in a URL. Hmmm. I wonder what happens.

Medium, [00:14:30] no, I wonder what happens. Yeah, I think you can only pass one value. What if it’s small, medium, will two check? No, what if it’s small dash medium? No. And what if it’s small, underscore medium. Yeah, I do, I think it’s gonna pass … all right, let me see. If I do an and I think it’s gonna [00:15:00] make it … yeah, because it’s thinking now it’s looking for a medium as a name. Good question. Hey, what is the … there’s a … what’s the, I think it’s percentage two zero. Maybe that’s not. I think that’s the at sign. Dog sign equals small. [00:15:30] You know what, let’s try that. Let me see, dog size small, the thing is I don’t know how ActiveCampaign is gonna merge all the data into the URL. Equals medium. We’ll see. Yeah, it’s only gonna do one.

Yeah, that’s interesting. I don’t know. [00:16:00] There must be a way because forms have check boxes on them. Yeah, no, I don’t know if we can auto populate them though. Hmmm. Yeah. This is interesting. I need to test this out some. I need to click a link, I need to have multiple options checked. Send myself a link, click that link, have that personalization tag displayed in the URL, [00:16:30] and see. Yeah. I’m so … Katrina says, “I’m happy I watched last week’s replay so I know why you’re talking about that.” Yeah, dogs, cats and rats, Katrina, dogs, cats and rats.

So, [Loraine 00:16:47] I believe what you’re trying to do is when they reach this page, you would like those multiple checkbox options by the time they land here already be checked, [00:17:00] right? I believe that’s the end outcome, is all of the data that you have on their current record you would like for it to display right there. Like I said, I’m positive we can do at least one of these check boxes in each field and we can definitely do the radio button, as we say. But I would have to talk to the product guys [00:17:30] because that would be … I mean, that really would make this an official preferences page. And honestly, the people who … the platforms that do this, they use Java Script and they use Javascript to do that because I don’t believe we can pass more than one variable for one field in the URL. Because this is the extension of the opt back in and the preferences page example. Yup, exactly.

So, just to catch everybody up, if you’re watching [00:18:00] this and you have no clue what we’re talking about, dogs and radio buttons and field populations, we were … this is a update your preferences page that [Loraine 00:18:14] has created as part of being able to better manage your contacts. So at any point, instead of just leaving your list, they can come here, update their preferences, and select what type of information they would [00:18:30] like to continue to receive.

Now, ideally, you would want to have a page like this, native to the app. So we’ve been doing kind of like a work around. And what happens is now a lead can come to this page, and essentially when they check these buttons and select options and hit submit, it’s acting as an opt in, and it will … [Loraine 00:18:56], knowing your set up, she’s gonna have some tags that are added [00:19:00] based on the check box value, as well as the radio button value as well as this check box value. So now, based on this input, they hit submit update, if the lead already exists in our database, it’s just gonna update it with new data. It’s not gonna override anything, it’s just gonna update it with new data, and if, let’s say, they opted out or something like that before they got here, now they’ll be able to opt back in, and when they opt in, they’ll have the appropriate tags to represent [00:19:30] their preferences, hence the update your preferences.

So, yes, that’s what we’ve been working on. Check boxes, [Loraine 00:19:41], I’ll have to get with product on this one and do some internal testing. But yeah, it would be nice to be able to do that, I think we’re pushing the limitations though of the platform not having a quote unquote true preferences management [00:20:00] pages. This very well may be one of the limitations that we have to take into account and work around until we get it in there. All right.

Let me see here, now this one, all right, this is the bulk editor, right? When you’re in the contact view, I mean this question here, when you’re in the contact view … okay, yeah, in the bulk [00:20:30] editor, so this is what [Loraine 00:20:32] is saying, let’s say in the bulk editor. Go to contacts, and I’m gonna go to my list, testing, if it’s even still named test, I’ve renamed all of these, which is something that I realized that I didn’t like. This is me, personally, I didn’t like renaming my list to be customer facing. [00:21:00] Anyways. I should have just … I would, me personally, I would lean more towards custom fields instead of multiple lists.

So this is what … watch this. [Loraine 00:21:15] is saying if I add multiple tags, and preference, maybe message, type, there we go, if I add multiple [00:21:30] tags and then update a custom field. Say update field, website with no place dot come, update. What she’s experiencing with this set, if I hit apply changes, what she’s saying is that if the contact already has the first tag, then the subsequent actions won’t happen. So [00:22:00] if they already have the customer tag, It will skip over the message type tag, the secondary, third and fourth tag, as well as any other subsequent actions. Did I get that right, [Loraine 00:22:12]? All right, great.

And then, if the contact already had tag one, then the, yup, an example tag two would not be right. If I left out tag one, the other changes would go through as expected. Is this a bug for [00:22:30] the entire edit request … yes, this is. This is not as anticipated. In fact, yes, it should always execute all of the actions, regardless of if the first one doesn’t exist or not, all of these should be … they should be executed and the contacts should be updated. So, yes, this is a bug [00:23:00] and I will … let me do something really quick. Make sure you submit this and tag me on it, [Loraine 00:23:13]. Bulk edit. All right, so I’ve grabbed it and I will add some documentation to it internally strength well. So, yup. Good eye, and thank you for finding that ’cause it’s not supposed to work like [00:23:30] that at all.

Okay, [Loraine 00:23:38] says, I think, let me just put your comment up here. Uh oh, oops, oh, looks like I took out everything. Don’t know how that happened. I think it’s the general case if the tag exists already, none of the items in the bulk edit will update. Yeah, [00:24:00] oh, she says it doesn’t just have to be the first tag, if any of the tags are. Yeah, that’s definitely a bug. Definitely. We’ll get that working on. Yes, good catch, good catch. And you are so right.

All right, do we have any other questions? I’m trying to think if there was something I wanted to show you, I feel like I did something this week worth mentioning. [00:24:30] Always playing around in the app. Just curious, are any of you three using … let me see who all is … oops, I’m sorry. We started with three. Are any of you all using Woocommerce? If so, I do have something kind of cool to show you. Are you using it, [Loraine 00:24:58]? Doesn’t look like it. [00:25:00] Let me see, [Loraine 00:25:02]. I’ll see if you are using such a plug in. Nope. All right, [inaudible 00:25:12].

[Loraine 00:25:16] asked should she move to individual fields for preferences. For right now, that might be the best thing based on how you want to use it. I would say individual fields or radio [00:25:30] buttons because we see radio buttons will work because they only need one option for a radio button to work, so that would be my recommendation, so all right. I’m gonna show you all something anyway, even if you’re not into Woocommerce. Katrina, maybe this will help you in the future. Watch this.

This is the most unknown and highly effective [00:26:00] WordPress plug in. I mean, look at this, five stars. And what it does is it gives you the ability when you’re creating a Woocommerce product to send a tag to ActiveCampaign. Just native. And I’m telling you all this because there are a lot of people that use the Zapier add on, and it’s a paid add on to do this very function, and it’s absolutely free. This plug in … [00:26:30] let me give you the URL. That plug in works right now, for free, and it works like a champ. It was the first plug in I used when is tarted to use Woocommerce and I enjoyed it and I eventually moved on and I’ve got some other plugins that do the same thing now, so I didn’t need this one. But yes, this is free. No need to pay. This is what most people are [00:27:00] doing, Woocommerce Zapier extension. Watch this.

So, you can buy the Zapier extension for 59 bucks. Right, but why would I do that if I can literally do the same thing with this handy-dandy plug in. So yeah, I just kept seeing more and more people asking [00:27:30] this question in our support and everything, and I was like, you know what? I don’t think they know this is available. So I wanted to equip you all with this plugin so if you’re using Woocommerce or you have a client or a friend that using Woocommerce and ActiveCampaign, it’s that much easier to tag them and do follow up based on what they purchase, so yup. That’s one. [00:28:00] Yup.

So yeah, so the floor is open you all. No pressure. I’m not trying to poke you and say you better ask a question or anything, but I’m here. I’m here for you if you have any questions. Go ahead and shoot, [Loraine 00:28:17]. We’re just gonna take them first come first serve today and we’ll go from there.

Let me see how we are. Okay, everything looks good. Yes, yes. If you want to explain on [00:28:30] audio, yeah. Let me promote you to a panelist, [Loraine 00:28:35]. All right. And then, I’ll unmute you in a minute, as soon as you appear. All right. Hey, [Loraine 00:28:55]

Loraine: My kitty helper.

Chris Davis: Oh, you’ve got a couple.

Loraine: [00:29:00] Oh yeah, here’s the other guy.

Chris Davis: He’s shy, just his tail.

Loraine: So, I’m trying to put the guts of the automations behind the unsubscribe opt in back with the sorting algorithm, and other sign in things. So my first question is, [00:29:30] I have an opt in form for my newsletter, and when I opt in to that, I signed some tags. And a custom field, which will now be individual fields. And then, I don’t know if you remember back to my diagram, if they signed up for something else, I was going to send them, or part of the email was going to say would you also like to subscribe [00:30:00] to my newsletter? And then, click the link, and because they are taking an action, that would be sufficient for them to meet the anti spam requirements, so I would just need to update their contact information.

Chris Davis: Yes.

Loraine: So that automation … so then I would assign [00:30:30] the tags and custom field values again. So I want to pull that assigning tags and automation, so am I correct … so how I was thinking of doing it was when they signed up via a form, I would assign a tag and that presence of the tag [00:31:00] would trigger-

Chris Davis: The update of the field.

Loraine: Automation to assign the field. So I could then reuse that automation when they clicked the link. It would assign the tag and the tag would kick off the automation. I’m not sure if I’m adding extra steps in there.

Chris Davis: Yeah, now what I would do is if we use the linklet, I wouldn’t be opposed to doing [00:31:30] an action that just adds them to the automation. If I do click here, and if I go here, you could add a tag, but you can also just add them to that automation. That updates those fields.

Loraine: Okay.

Chris Davis: But how you’re thinning is right, you just make sure, of course, the tag is removed before it’s added again, so it can act as a trigger [00:32:00] and let them re-enter. That’s why sometimes I think it’s easier just to add them to the automation because if you forget to remove the tag so that when it’s added again, they can reenter.

Loraine: Okay, so then I should do the same … can I do the same thing with them signing up from the form? ‘Cause then they would end up having the tag, can I …

Chris Davis: Yeah, now, for the form, you won’t be able to add [00:32:30] them to the automation like a linklet, but you’ll be able to add the tag.

Loraine: Now, I guess my other question is, if I have a form per multiple entry points, oh no … okay, if I have a form for multiple entry points, I could start that automation just by the form? Or them subscribing?

Chris Davis: Mm-hmm (affirmative).

Loraine: And then I wouldn’t need the tag because I could add them to the automation [00:33:00] for the link here, like it’s the tag may be redundant or unnecessary?

Chris Davis: Let me think. If you use a form as your start trigger, within that automation you could just send them to the automation that updates fields, what would the tag be? Yeah, I guess in this sense and if you’re not using a tag in any other means, yeah. You [00:33:30] wouldn’t need to ’cause the linklet, you can add them straight to the automation. And in the form submission, you can really add them to the automation as well.

Loraine: Okay. Now is there a difference between subscribing … okay, I’m assuming there’s a difference between subscribing, like to trigger off the automation, the subscribes and submits a form. So I was using the subscribes because it’s a double opt in form, and so I’m assuming [00:34:00] that at the end of them clicking the link in the email, as the double opt in, that triggers the automation on the becomes a subscriber?

Chris Davis: It does. Check this out, though. If you use the form as the start trigger, and the form is configured for double opt in, and they fill the form out, they won’t enter that automation until they click the link.

Loraine: Okay. [00:34:30] So what would be the use case for having becomes a subscriber as one start point and submits a form as another one?

Chris Davis: I personally always use a form, unless there’s a particular way they’re subscribing, like some third party tools don’t have forms, they just subscribe people to lists, so that way you’d want to use subscribe to list as a start trigger

Loraine: Would that be a way to separate internal versus external … [00:35:00] if I kept everything submits form for within ActiveCampaign sign ups, that would be another way for me to identify if something becomes a subscribe, that’s like an external link to something else? Does that make sense or putting too much meaning in that?

Chris Davis: What do you mean external?

Loraine: Well, like you said, some other third party, like a third party [00:35:30] application that’s communicating with ActiveCampaign. If the only way it can communicate is via becomes a subscriber, I would know that if something triggered based on becomes a subscriber, it was an external application.

Chris Davis: Yes, so, okay. Yes. So I would, in that sense, and actually most sense, [00:36:00] in most cases, I have a list specific to that application in ActiveCampaign. A good example is Thrive. A lot of people use a program called Thrive Themes to capture leads for ActiveCampaign, and they’re gonna add you right to a list. I would have a list in ActiveCampaign for those Thrive people and then when they took the necessary action or what not, I can always subscribe [00:36:30] them to my main list or combine them with the other ones, but yeah. Mm-hmm (affirmative).

Oh, Katrina says she’s been working in Thrive all day. Yup. With platforms that integrate at the list level, you’ll need to use … honestly, [Loraine 00:36:52], now that I’m thinking about it, you don’t even need the … no, yes you do. I’m sorry, I was about to tell a [00:37:00] lie. I caught myself. Yeah, they’ll subscribe your leads to a list and then you’ll need to use subscribe to a list as a start trigger. And then automation to that list should be specific to that third party, so in your terminology, to the external. It should be an external list, essentially.

Loraine: So, best to keep all of my triggers, my starting points, within the ActiveCampaign world, [00:37:30] keep them as the submit the form. Submits a form part, okay.

Chris Davis: Everything is easier. I wish all of the platforms would just submit a form. You know, like all the platforms we integrate with ’cause everything is easier, a form can be filled out multiple times easier than someone can subscribe to a list multiple times. So it just makes sense when we’re configuring it as a start trigger when we have that option to run multiple times or run once and you know, all of these other [00:38:00] things. So I try to use forms as much as possible. Second runner up for me are like tags and last resort. You know, is just like subscribe to list, if the tool absolutely makes me.

Loraine: Okay. Is there some … is there anything tricky when I’m looking at that big list of the big pop up that has all the possible ways to start an automation, is there documentation [00:38:30] that describes what each one is about or-

Chris Davis: That is a great question. If there’s not, we are going to make some. I think I have one … no, this doesn’t go over each one. I remember this, this just shows you how to configure them. I’ll put this link in there anyway, and that is a great [00:39:00] recommendation. Hey, Jamie. [Lorine 00:39:03], she’s on office hours, she was recommending a piece where we walk through reach start trigger.

Jamie: Yeah, that’s a good idea.

Chris Davis: Just go down and just kind of give a-

Jamie: Yeah, that’s great.

Chris Davis: So, thank you for that, [Loraine 00:39:18], we’re gonna add that to our content calendar.

Loraine: Awesome. I’m just trying to think … and I think that probably gets me to where I can now go and find other things [00:39:30] I don’t know.

Chris Davis: Right. Right.

Loraine: What I’m working on this weekend.

Chris Davis: Yes. I think Katrina said there may have been a success hours. If you can find the link, Katrina, let us know. Okay, all right, [Loraine 00:39:50], thank you.

Loraine: Thank you.

Chris Davis: Always good to see you and talk to you. That [00:40:00] was actually some really good points she brought up. And I guess it’s worth repeating here that if you can use a form, if somebody’s filling out information anywhere, whether it’s a third part or not, use the submits a form start trigger as much as possible. Like I said, it just makes things easier. And since on the form, it’s configured to add them to the list anyway, [00:40:30] it really just simplifies things. But yeah, like Thrive, Katrina, she’s been building quizzes. Yeah, I love building quizzes actually. So, Thrive, I actually have not used their quiz builder all the way through, I don’t know how they’re added. I think you can, at the very end, you can say quiz done, want your results? And then they opt in, [00:41:00] or you can put it at the beginning before they access the quiz, something like that.

But yeah, it will very much add them to a list, or to make things even more tricky, add a tag to the contact using the third party, a gateway can be at the starting, okay, good. Or you can add a tag in Thrive and here’s the trick to the tag. Let’s say you had an automation that triggered … let me just show you. Why am I talking about it? I can show you. So, like in [00:41:30] Thrive, check this out. Katrina says, “I’ve been using them with tags to sort people into categories based on their quiz results.” Wow, that’s a good one. That’s a good segmentation example. Katrina will be on the podcast next week everybody. No pressure, Katrina. Maybe we’ll talk about that.

[00:42:00] I forgot what I was doing. Oh, here we go. So let’s say in Thrive, a tag is added, right? This tag is a start trigger and Thrive has the ability to just tag your contact, right? What you’ll want to do, not just with Thrive, with any platform that can add, that can just tag [00:42:30] new lead, you’ll have to go through and do this, and you’ll have to make sure that they’re on a list because until they’re on a list, they can’t receive emails. So can you imagine if somebody had this right there? If you had your email going out before they were attached to a list, you’re gonna wonder why didn’t people receive my email? Because [00:43:00] they need to be subscribed and since the third party stuff can sometimes bypass the list membership and just add a tag straight to the record, you’ll want to make sure that you add the step to subscribe them to a list for that.

All right. Excuse my chew, everybody. I was extremely hungry today. I [00:43:30] apologize in advance. Is there a reason for Beaver Builder to communicate with AC? Assuming you embed AC forms. Now, this is what I would love, if Beaver Builder had an ActiveCampaign module, like it has a MailChimp module. And if they did, you would be able to just pull in all of your forms or list within the Beaver Builder and add them right to your site. [00:44:00] Instead, you will have to use a simple embed and place it on the Beaver Builder web page, which is fine, which works as well, but that would be the reason for it to communicate to ActiveCampaign. Natively, just to make it easier. Because like I said, right now, you’ve got to jump into ActiveCampaign, grab that code and then put it in the Beaver Builder, whereas it would be great if you could just drag over ActiveCampaign module, [00:44:30] right? And then it pops up and then you can select, which form you want submitted and then it pulls in the field and then you can style the fields and the buttons using the builder. Ah, man, that would be great.

[Loraine 00:44:49] says she’s enjoying Pop Up Alley for forms, look at this. I think this is Natalie [Luciea 00:45:00], [00:45:00] Pop Up Alley has … see, look at that. They can pull in your forms and make it beautiful and probably do a whole lot of other stuff, I haven’t used this one yet, but I’m familiar. I believe this is Natalie [Luciea 00:45:18]. Pretty sure this is her. Or Melissa Griffith, one of those two. Yeah, that’s [00:45:30] Natalie.

All right, [Loraine’s 00:45:34] using a pro version. Oh, look at that, I like how she segments a print. Right, this is another way, too, you know what I was … okay. So now that I’m on this site, I was thinking about if you had two audience, like she’s looking for, you’re a business owner or blogger or freelancer or agency, and [00:46:00] essentially, you want to be able to segment those people, right? Now, if they’re not on your list, ever, and they say, “Oh, I’m a business or a blog owner,” right? At this point, they visited your page and they’re gonna get an offer specific to them. Now, ActiveCampaign, we’re tracking that. We’re tracking that anonymous data. So let’s say, whoa, call an ally. Call in an ally, oh. [00:46:30] So let’s say I visited this page and then I left and then at some point later, I came here and I opt in. I would want to be able to tag that person since they visited that page because the only way to visit that page was to self select the segment, right? And the good thing is you can.

You can do that. This is why, if you have this type of segment, the onsite segmentation, I [00:47:00] would have a automation that runs off this start trigger, the destination of your segmentation. I would have a single automation that runs like this. Freelancer, and I’m gonna let it run multiple times and what not. ‘Cause I just [00:47:30] want to make sure that I don’t miss anything. And watch this. And then I would just add a tag, right?

Now, what I think and I will confirm this everybody. What I think will happen is once we know their data, we can look at all of the anonymous data and I believe it will trigger this [00:48:00] automation so we can tag them as a freelancer, although they visited before they existed. I have not 100% confirmed this, so let me confirm it, but it’s still good to have because even after somebody has had a lead, if they ever get to your freelancer page, it’s because they have self selected themselves as a freelancer so now you can always tag them real quick or update a custom [00:48:30] field. But that was pretty cool how she’s doing that on sight.

All right. Okay. We’re 10 minutes out, but we had … okay, cool. I got all the questions. So if you all don’t have anything, [00:49:00] hey, there’s nothing wrong with getting an early start on the weekend. As entrepreneur, you guys are probably gonna be burning some midnight oil maybe and if not, waking up nice and early tomorrow, but either way, nothing wrong with getting a good jump start on it, so I’ll say thank you all. Finally, chocolate bunnies … [Loraine 00:49:24] said, “Yeah, chocolate bunnies and chocolate eggs, they’re just …” I [00:49:30] feel for my wife already, she loves chocolate. So, yeah. So what I’ll say is we’ll end a little early today and you all have a great weekend. Thank you, Katrina, look forward to talking to you tomorrow. Thanks everybody for attending, and we’ll do it all over again on Tuesday. Tuesday at 10 A.M. central. Office hours, I’ll be here with your questions, email me in advance if you have them, if not, ask [00:50:00] them on the call and have a great, safe, amazing weekend. I’ll see you all next week.