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Office Hours – April 28, 2017

Recording of Office Hours hosted by Chris Davis on April 28, 2017.

Transcript

Chris Davis: This computer is what I want to do. All right. Great, great, great. Yeah, so all right. Just to get started, Marcy, I see you say you have a slight correction for me about one of them. Yes, so I probably did misinterpret one of them, so let me know which one. Then Lorraine, hey Lorraine, I have your questions as well. So we [00:00:30] have … Let me pull up yours, Marcy, because I can’t remember all of them. Okay. Hey Marcy, I want to go through yours. I want to walk through yours, so let me share my screen. I really like what you did and I want to show you all something that I saw someone do and I was like it, I almost challenged myself like, “Hm, maybe I should do it that way.”

[00:01:00] Then I realized that it’s … Marcy, not i.e. Did I say Marcy? Okay. Yes, yes. Marcy, why. Oh, it’s Lorraine. Okay, I get it. I get it. I follow the chat everybody. I’m on board. I want to show you all something that it almost confused me, so I … and Marcy this is exactly what you are talking about, [00:01:30] so let’s start with the first question. What Marcy wants to do is send an email at a specific time. First off, she was asking me about the ActiveCampaign default, so if you don’t set a time, where does or what time does ActiveCampaign by default send out that email? I believe it’s 12 AM. I believe that is the time, 12 AM.

I will 100% check with [00:02:00] the product team as well. They’ve just been in meetings, but I very rare- … I don’t think I ever not set a time in which I want my email to go out because you only have to set it once for that contact, and then it goes for every contact. It goes for that contact throughout their journey until you resync it. I’m going to start putting these comments up here too because [00:02:30] I want the people who can read it to see. Yeah, so Marcy says … Katrina has got a crystal ball up. Marcy said, “One of the great things about AC is the option to have email sent at a recipient’s time zone. Absolutely. You are correct, and like I said, Katrina has got her crystal ball rubbing here.

How you would do this, let me show you. Let me show you something. Let me show you what I witnessed and [00:03:00] well, okay. No, I’ll show you what I witnessed first. For somebody who wants to send all of the emails at a specific time of day, what you would do is you would have some start trigger. Let’s just say subscribes to a list, any list, and then we would say, we would have a [weight 00:03:21] state. Here’s what I saw somebody do. They wanted to send their emails every day at 10 AM and watch this. They did weights [00:03:30] for … No, I’m sorry. Wait until, and then they had the date and time. So I can say the time, current time in Chicago is 10 AM. I hit save and then what they did was a time limit up until one day.

Then send email. Email to. [00:04:00] Watch this everybody, and essentially there was an initial welcome email, so the welcome email gets sent immediately. We all are on board with that. So they subscribe to the list, get hit with the welcome email. Hey, Wellington. Then they wait until 10 AM for up to a day. Now watch this. [00:04:30] Watch this. This is what I realize. Yeah, I see you Marcy. Watch what happens. I was thinking about this. I was like, “Oh man. That’s a really good way to do it,” because essentially what I want to do is I want to wait until 10 AM and within 24 hours, this is going to be true. So this will solve my issue, and this will … This is a good start, but let me ask you all this.

My [00:05:00] entire intent with sending an email at like 10 AM or 8 AM is for it to go the day after they’ve taken their action because if we’re saying they subscribed and got this email, this is the day so that’s an email for one day. I don’t want to send them two emails in one day. That’s just me personally. I’m just assuming that’s kind of the standard. If you subscribe and you receive an email that day, you should not receive an email till the next day. The problem [00:05:30] with this is, look at this, what if somebody subscribes at 9 AM? The next hour, they’re going to receive the second email so within two hours, they’re going to get two emails.

What if somebody subscribes at 9:55 AM? At 9:55, this will be true. They’ll get the welcome email and then five minutes later, this is true and they get email too. So now it looks like I’ve sent them two emails and [00:06:00] they’re thinking, “Whoa. Slow down dude. I just gave you my email address. Back up.” So instead of doing this, here’s what I’ve learned to do. This is the … Oh my gosh. Okay. This is the best way to do it. What I would do is whatever time … Thank you Marcy. Whatever time you want to send that email, you have [00:06:30] to wait at least that many hours so let’s stick with 10 AM. What I would do is I would wait for 10 AM plus 30 minutes. You need to have some time over the minimum amount of time.

Here’s what I do traditionally. I just add an hour. I say, “Okay. If I want my email to go out at 10 AM, the first thing I’m going to do is I’m going to wait 11 hours.” [00:07:00] So I wait 11 hours and now that guarantees I’m out … Yep. It’ll make sense in a minute, Marcy. So if I want my email to go at 10, by waiting 11 hours it guarantees that anybody who subscribes at 1, 2, 3, 4, 5, 6, 7, 8, 9, and 9:55 will not receive the second email immediately, like in this case. In fact, [00:07:30] it’s easier because, I don’t want this to be confusing, it’s easier for me to do this in a new automation.

That’s why I was excited to explain this because once you get it, trust me, you’ll have it forever and you’ll be like, “Oh my gosh, thank you so much for telling me that.” I tested this out so many times in my own account until I got it just right, and I feel like it’s only right to share this with you all. I’ll do the same thing, subscribe to list. Now watch [00:08:00] this. We’ll just walk through it and it’ll makes sense. So right after they get the welcome email, in this case remember what the case that we’re solving for is if this action subscribes to any list happens five minutes before the time that we want to send the second email … or any time before really, it doesn’t have to be five minutes. Five minutes is the worst case, so [00:08:30] what I need to do is add a buffer.

I need to protect at least 10 hours because if they subscribe at 1:00, 2:00, 3:00, 4, 5, they will get two emails in one day so I need to create a buffer and my buffer needs to be at least 10 hours so that I’m outside of 10 AM. That’s what’s missing from here is there is no buffer to land that person outside of 10 AM if [00:09:00] they opt in at around midnight. In order to do that, I want to send it at 10 AM the next day. Yes, yes. Marcy says … Oh, let me put that … Marcy says, “Outside of 10 AM from the 12 AM default send you mean?” Yes. Yes Marcy, you’re correct.

Okay, so now … Well, not the default 12 AM send, [00:09:30] the default time that they opt in, and if they opt in anytime before midnight, I’m fine. It doesn’t matter because that’s yesterday. Any time, the day switches at 12 AM so from 12AM to 11:59 PM, I only want them to receive one email within that timeframe is what I’m saying. I don’t want them to receive more than one email within 24 hours so the default time is actually when [00:10:00] they subscribe. It doesn’t matter any time outside of 12 AM because 12 AM is what introduces my race condition because 12 AM is the new day.

If they subscribe right at 12 AM, in this case, this happens at 12 AM, they subscribe, at 10 AM they’ll get another email. So if they don’t wake up, and if they subscribe at 12 and fall asleep, when they wake they’ll have two emails if they wake up after 10 AM. I don’t want that to happen. I just want, in a 24 hour [00:10:30] span, one email to go out. So what I have to do is after the email I have to wait at least a little more than the time that I want to send it, and I do a whole hour because if I want to get granular, I could have wait 10 hours and then wait 15 minutes. I could wait 10 hours and 15 minutes, but 11 is fine. Now let’s talk through this. If I say, “Wait [00:11:00] 11 hours,” and then wait one day, so this is my buffer. That gets me out of that race condition of midnight. You subscribe between midnight and 10 AM. I’m covered now, and now right at 11 AM, I’m going to wait for a day.

I’m sorry. I’m not going to wait for a day. I’m going to wait until … Sorry about that. Current [00:11:30] time is 10 AM with no limit. Okay, so I split those up. Now I’m going to wait, so let’s say you … Okay. Hold on. Marcy. Let me get your question. Marcy is engaged. I love it. Isn’t there a different workflow [role 00:11:53] option not subscribed on current day or something like that that involves …” You [00:12:00] know what? There may be. I’m not sure. Hey Mark. There may be. I’m not sure. Not subscribed on current day. That’s a good question, Marcy. Yeah, play around with that. I would like to know that. You know what? If there is, I really do want to know that.

When I found this out, I just didn’t even think to not use this, but the easy way if you don’t want to do math is like whatever time you want to send it out, just add an hour and wait. You only have to do this once. Like I said, let’s walk through [00:12:30] this. Let’s say this subscriber opts in at 9:55. In this case, if they opt in at 9:55, they get this email. Five minutes later, this is true because it’s 10 AM, and then they get email two, so two emails within five minutes. In this case, 9:55 they get this email. This waits 11 hours, so this is true sometime at like 8, 8:55 [00:13:00] PM, and then that’s fine. Now I’m out of that race condition and now I’m just waiting until 10 AM the next day.

This, doing them like this, always guarantees they will receive the next email at the morning time of the day after they opt in. Let me see. I’m going to put all your comments up here, Marcy, because I think it’ll be good for the replay too. [00:13:30] She says, “Okay. I do get it. Good to know. I’ll still play around with it.” Yes, please do. Let me know what you find. I’m going to play with it too, so we’ll race. We’ll have our own race condition here because that is a good point. We probably do have some. Even though for my sequence it’s rarely that type of an iss- … Yeah, yeah, yeah. Email the day … Yeah, yeah. I know. I know, Marcy. True. True.

If you’re not sending an email the next day, you do not have to worry about this at all. Although putting [00:14:00] it in place doesn’t hurt. The biggest piece though is that now that we’ve waited until 10 AM, every email, and this was part of what you were asking Marcy, every email afterwards, we don’t need to say, “Wait 11 hours,” and XYZ. Now this contact is synced to 10 AM, to a 10 AM send time, and that’s when all of their email, that’s when they’ll receive all of the emails in this automation. [00:14:30] So that one was, so that’s that. Then here, Marcy let me know if that answered number one. I know you said you get it. I just want to make sure I got it all.

Then here, let me make it bigger just in case you all want to read along, I was trying to suss out how to … Okay, yep. Everybody, Marcy is coming from [00:15:00] Office Autopilot so they do … ONTRAPORT, ONTRAPORT. They do things a little different and what she wanted to do was every time someone submits a form, she wanted to add a tag, a newsletter tag, and then add them to a particular automation. Essentially, what you have here Marcy was like if they submit any form, that will be good enough. That will be … Okay. Here’s what I discovered. I had to start by adding a tag. Let me [00:15:30] put that up there just so I know what that means. If you had starts, select any form as a start and you didn’t segment, then it will globally look for any time a form is submitted and if that was the case, you would be fine.

You wouldn’t even need the advanced setting, but the advanced setting allows her to target specifically the forms that she would like to have [00:16:00] the newsletter tag added to and them added to another automation. Now, watch this. There’s two ways that … So this is fine. This will work just fine, and they need to have this tag, so Marcy already knows … Here. Let me say this too because there was a key. She wants this to happen only if they’re not already on the newsletter list. Okay, so that’s where this “and” comes from. You have to fill out this form [00:16:30] and you can’t already be receiving these emails.

So in this case, this works perfect. She can easily say “any form” or she can check the box and say “any of these forms.” Another thing you could do is you could add your newsletter tag instead of having all of these segments here. You could do it on the form [00:17:00] itself. Now, I didn’t think through that. I was just thinking about … We’ve got comments. Yep, that’s what I wanted. Okay, great, great. That solved it for Marcy. Yes, yes. Add the tag on the newsletter subscri- … Oh, look at Lorraine. “Get out of my head.” Lorraine, I should’ve known. No, you Lorraine. “But the tag doesn’t trigger the automation [inaudible 00:17:27].” Yeah. So [00:17:30] what I would … Now, I would say run with this. Run with this, Marcy. I’m just giving an additional something to think about.

For each of these forms, you know how when you create a form in ActiveCampaign, you can add a tag? Well, yeah. I see what you’re saying. You’re not necessarily adding a tag. You’re looking to see if they have a tag. I get it. All right. [00:18:00] She said the tag. I get you, I get you Marcy. Yes, yes. What I was going to say is if you wanted to, for every time one of these forms are filled out, if you wanted to add the newsletter tab, but then that will mess up your condition here because it would act as if they’re already receiving. Nevermind.

I erased it all. I was about to over complicate it. I saved myself. Yes, this is good. Let me [00:18:30] see. Let me put this up here too, what Marcy said. Yes, there is another way to skin this cat. I could add welcome newsletter tag, which triggers their automation. Yes. Yes, you could and set it to once and then put that newsletter tag on every form as an action. Then that will solve it as well. Yep. You’re right, you are right Marcy. Yep, yep. [00:19:00] So whichever way is easiest for you, but here’s the thing. Here’s the thing. I wouldn’t necessarily say whichever way is easiest, but I think whichever way is more visual and helps you to remember what you’re doing the fastest. For me, I think this way works the fastest because when you’re in a automation, you can easily recall like, “Okay. I’m doing it for these forms.”

Now, if we did it at the form level, added those tags, that’s [00:19:30] like an invisible action and while it’s convenient, it is invisible to us. It’s not easily seen when we’re adding that tag, so we essentially have to remember, “Oh yeah. I’m doing it on the form level with these forms.” Let me see this. That makes a difference too when we’re talking about multiple ways to do things. We also want to be cognizant of which ways communicate more easily [00:20:00] and recall, help us recall what we were trying to do in the first place. So I almost got it right. If someone is already on my list, fills out a form for say booklet, they do not need the welcome newsletter. Tags sequence, yeah. This is the way, right here.

That is the way. Yeah, you’re right. What I was saying is if we, like let’s say we wanted, for each one of these forms we added the receive [00:20:30] the newsletter tag, and that tag adds them to some automation that allows them to start receiving newsletters. So instead of this, we’ve got a tag. This is what I’m saying. Watch this, and I said it to runs once. What will happen is even though this tag is being applied by them filling out multiple [00:21:00] forms that may have this action, they’re only going to trigger one time. It doesn’t matter if this tag is added 10 times. It’s the first time this is added. This is only going to run once. They’re only going to come into this automation once through this start trigger.

Like I said, even though that the tag is added multiple times by them filling out multiple forms, they’ll still go through the newsletter process once by using the tag as a start [00:21:30] trigger. “What that would violate your last principle, I forget …” Okay. We’ve got … You guys are really good today, really engaged on this Friday. Oops. What happened? Lorraine, I cut you off. Let me give you your full response. Lorraine says, “The tag addition does appear on the form over the form overview screen [00:22:00] so not that invisible.” Yes, you’re correct, you are correct. I guess by visibility I was meaning within the automation. You’d be able to just click on that and remember everything, but yes, Lorraine, you are correct. Absolutely correct, and I believe you can filter our forms by that action. So by action, I can filter them. See? Add a tag, and it will filter as well.

Marcy, let’s keep going here. Man, [00:22:30] this is good. You all are making my Friday. “Would that mileage last principle? I forget that the AC system won’t send them through it just once.” Right, right. So in that sense, you would have to click here to remember or use this. This will only trigger once, something like that. Click add and now you at least have some notes there. So [00:23:00] yes, Marcy you are right. I want to give you all just enough to really use this application in a way that makes sense to you. The greatest thing I can tell you all is don’t let anybody, including myself, dictate how you feel comfortable using the app. Okay? That is our … You know what? That should be a golden rule of Office Hours.

My job is really to supply you all [00:23:30] with the … give you as much tools for your toolbox, but don’t let anybody mandate like, “No, use a ratchet for that.” If you feel more comfortable with a screwdriver or the wrench, don’t let somebody demean you or make you feel less because they’re using a ratchet and you’re not. I just want to supply you all with the tools. Use them as you will. I’m never, if one of these ways is a little more complex to me but it makes sense [00:24:00] to you, green light. Green light from Chris always. You will never ever hear me downplay your approach if it makes sense to you and it works. That’s the beauty of having a flexible application like this, so I just wanted to let you all know that. I’m not that person that will ever tell you like, make you feel stupid for doing something different than I do it or [00:24:30] a different way. It’s all about what makes sense to you.

Lorraine says, “If someone already is on my list, fills out the form for say booklet, they do not need the welcome newsletter tag sequence. Can you use an if/else condition to test for the presence of the news-” Absolutely. You sure can, and I will say that a lot of times an if/else is a lot more visual when we’re reading our automations. For those of you who haven’t been on my Office [00:25:00] Hours before, I like to have my automations almost read like a book. So you’ll see me use notes all the time. You’ll see me name my emails. I’ll use an if/else if maybe I don’t even need to use an if/else, but if it helps me remember what I was doing, I’ll use an if/else. So yes, you are correct Lorraine.

Marcy says, “Got to love it, love the easy notes field.” Yes, yes. They are. They’re really nice. Lorraine, quick note. I remember back [00:25:30] in the day when I was using ONTRAPORT, I think it was ONTRAPORT at the time. Maybe it was Office Autopilot, and everybody kept begging them to add notes in the [inaudible 00:25:39]. I finally added notes and that was a big thing, a huge thing, so it’s always great to have these little things already that other platforms have really struggled to get in place. Who said this? Marcy says, “Yes, I think it will work as well. Again, many ways to skin a cat.” Yep. Okay.

Yep, you [00:26:00] guys are talk- … So yes, this is, like I said, I wanted … This makes sense to me. Wait 11 hours at 10 AM, but Marcy was like, “Why do the math?” I’m not … Who would I be to be like, “Oh Marcy, you’re an adult. Just do the math. It’s basic mathematics. This is the best way.” No, not at all. If that’s going to add complexity, then I’m now harming more than I’m helping so I just wanted to at least equip [00:26:30] you with what you have and empower you to continue to move forward. I’m just happy you all are leveraging the platform because that’s what it’s all about.

Then Ace, “Is there a best practice guide? What happens at the end of an automation?” Yes. “Like a step dropping the person from the automation or me …” Now, watch this. This is … I’ve got to put this up here. This is great, Marcy. This is a great [00:27:00] comment. This is Marcy, by the way. Hey Marcy, how do I say your last name? Is it … I don’t want to say it because I’ll mess it up. Can you type how it’s pronounced? I like your last name. So what I like to do, and Lorraine will keep me honest with this everybody, is … [Axnis 00:27:22]. Okay. Great, [Axnis 00:27:25]. Beautiful name. What I like to do, Marcy, [00:27:30] at the end, because it is kind of like a question mark, what happens is when they’re done with this email, the automation ends, but why not …

Yeah. The X did freak me out. Why not, because I didn’t know. Always, I recommend always use this red box in this automation. You know what this feels like? This feels just so unfinished. [00:28:00] It’s almost like saying bye to somebody on the phone and them just hanging up. It’s like, “Well, you know the call is over, but did you really hear them click, or maybe they’re still on the line. I think it’s safe to hang up,” whereas when we do, in this automation, it’s clear like, “Listen, we both have hung up. This is over.” The process has ended so I like to use that.

Let me put this in here. [00:28:30] Marcy says, “Does that remove the automation from the contact’s profile?” No, and I’m glad that you … See, I know where this comes from Marcy. This comes from ONTRAPORT. When you’re done with the … What were they called? I can’t remember. It’s been a while. Workflow maybe? Not the workflow. You had your rules and your sequences. Yes, thank you Marcy. When you’re done with the sequence, you’re done. Well, in here, in ActiveCampaign, somebody is done, but they are always … [00:29:00] If you click on view contacts, it will pull a … Yes, it remains as a record. Exactly, Lorraine. They’ll always be … When you click view contacts, you’ll see everybody who’s ever entered the automation.

The way to find out if somebody has finished, has completed the automation, is by using the segment builder and you can use this anywhere but it’s actions. Then look at this, has ended automation, has not ended automation [00:29:30] or currently in automation, not currently in automation. So let me just talk through a few has … Has dismissed, okay. Let me talk through these really quick because some of them sound repetitive. If they’ve entered the automation, they could have finished it, they could still be going through it. That’s not what this is looking for. They’re saying, “Have they ever entered the automation?” This is important if people, for those of us who use automations to send off campaigns.

[00:30:00] Some people sent off a campaign the traditional way. Some people like to put their campaigns in automations and then add a custom set of contacts to the automation, and then let that fire off. So now “has entered the automation” essentially serves as everybody who has received that email because as it is right now, if you wanted to go into ActiveCampaign right now and say, “I can’t remember. Who did I send this email to,” you can see how many people open, read and clicked it, but you can’t recall all of those contacts [00:30:30] so that’s what something like “has entered automation” is. “Has not entered” or like a promo, if you ran a promo- … if you built an automation as a promotion, that’s probably more fitting and you wanted to just make sure, “Hey, have they seen this promo,” so you can say, “Have they entered the automation or not entered the automation?”

Now, “has ended the automation” is exactly that. Have they gone through and hit that in this automation state? Now, “has not [00:31:00] ended automation” really can stand alone, but it should be combined with “has entered but not ended,” but if I do that way, instead of doing those two conditions, I have “currently in automation” and then “not currently in automation.” So like “has not answered and not currently in automation” could essentially pull up the same person, but they’re different. If they’ve not entered the automation, [00:31:30] that means they’ve never seen it. They never existed inside of it.

If they’re not currently in it, that means they could have been in it and ended it or maybe you ended it for them prematurely, or whatnot, but “not currently in automation” and “has not ended” and “ended automation,” they seem a little bit redundant, but they’re, based on the specific use case, they really do serve a different purpose. [00:32:00] Yeah. Marcy said, “Granular to the max.” Yes, yes. So by no means do you have to use every condition, but I just wanted to give you all some background on all of those just so you know. It helps now because sometimes I like to view automations as events, like I want to run this promo that’s an event, and I know if I add everybody to this automation I can keep track of everyone who has [00:32:30] participated in this event. I can keep track of that, knowing that the segment builder can say, “has entered the automation.”

Let’s say I have a goal that is for purchase or something like that. Then they would never have ended that automation. I could easily see who has the promotion, who’s seen the promotion and didn’t buy. I could easily do that with two conditions, and the list goes on. All right. Is there a straight [00:33:00] forward way to replace a template with the same name once we update a recurring but updated-” Okay, yeah, yeah, yeah. I don’t know if I explained this right, Marcy, when I replied, but what I would do is, you create your weekly newsletter as a template using one of these. Never edit one of these because they’ll be lost, but just copy it [00:33:30] and then edit it. So now, once it’s as a template, whenever you go and create a campaign or an email within the automation, you can select “use this” and it will automatically create a clone of that for you. Then you could just make your updates there.

Here’s what I mean. When I go to campaigns, if I go to “start a new,” I’ll say Marcy standard, and let’s say I’m going to send my newsletter [00:34:00] out, and I’ll hit “next.” See, now it’s going to pull up all of those templates I created so you would create your newsletter as a template here because when it says, “Use this design,” I’m essentially using a copy of this design. I can give it … Hey Lorraine. You’re in here. I can give it a name. I mean a subject line, I’m sorry. Then what you’ll see is it pulls a copy of that, and now whatever changes I make here [00:34:30] are not going to update or affect the template. Yes. That’s how you do that. “Is there a way to not save and exit from a campaign or a template or an automation email? There is no-”

Yeah. Help me unders- … Yeah, “but what if I do want to continue to update the template?” Now, you can. Marcy, if you wanted to keep updating the template, you would do that in … Oh, I remember this one. [00:35:00] You would do that in the … Oh geez. Let me just go back. You would do that in the template stage right here if you wanted to update it. Although, I wouldn’t but I wouldn’t recommend doing it because I would think you’ll want a different iteration every time just to keep track with what you sent, but hey, like I said, if it fits your business case, then yes. You would do it here and [00:35:30] just go to “edit” and then update it here every time.

“The [inaudible 00:35:38] would be …” Yeah. Yeah, you’re right. If I go here … What Marcy … Oops. I’m just talking to you people on the [replay 00:35:45] are like, “Chris, who are you talking to?” Marcy said that the record can be in campaigns and what she means is these are all of the ones that I sent, so Marcy would like to keep it cleaner. [00:36:00] Another option, too, to keep yours clean Marcy is when you’re making the template, you can click on this gear and give it a category. Like here, I have this one categorized as follow-up. So watch this. I can do category follow-up and then it would just show that one so it’s a little less cluttered.

Yep, [00:36:30] yep, yep, so that’s that. Then, this last one, “Is there is a way to not save and exit from a campaign or template or automation?” Yeah. When you start an email, it exists and sometimes, this is what I’m getting from what you’re saying Marcy, sometimes you want to say, “No, no. Cancel,” and you don’t want it to show in … I’ve got all of these windows open. You don’t want it to show in campaigns. It’s like a draft. [00:37:00] You don’t want it to show in your automation as a draft. You literally just want to cancel out and say, “No, I don’t want to continue doing that.” As it is now, there is not a way to do that. Once it’s there, once you start it, it’s there. It’s just a matter of if it goes live or not.

So let me do, let me put what she says. Marcy is saying, “Sometimes I just want to go and copy some text, etc., but not [00:37:30] do any changes.” To existing emails, you will be fine if you wanted to go into an existing email, copy some text or whatnot, or it may be helpful doing this Marcy. Oh geez. I didn’t want to copy. See, you said the word copy and it was just in my mind. Or you could do something like this. If there are modules in here, like let’s say this is my signature, that you are going to be using a lot, you can save [00:38:00] it to your content library. That way you don’t have to go back in there.

Oh, Marcy says, “No modules. I do not use … All HTML.” Okay. Let me put that in there. In that case, yes. I backtrack on everything that I just told you, and if you’re using HTML, yes, that is the way. The reason why, if anybody’s curious like, ” [00:38:30] Hey, why do you use HTML and not our regular stuff,” yeah, Lorraine … I was going to say that in different words. I was going to call you a power user, but there’s no shame. Geek squad, geek squad. Oh my goodness, oh my gosh. You guys crack me up. Friday is brighter already because of Office Hours, but yes. For those of us [00:39:00] who are a bit more technically inclined, you have the most power and control of your emails using HTML. Yes.

Yep, and here’s another benefit for all of you migration folks or consultants. She won the transition from ActiveCampaign, to ActiveCampaign from ONTRAPORT to be seamless from the reader side, so she would have the ability to [00:39:30] grab that HTML and place it in there, and the look and feel of it will be the exact same. That is a great reasoning. That’s a great method Marcy, really great method because then all you have to do is update like your link click actions and everything. Then she says, “Unless they’re looking very carefully at my footer …” Yep. Some people do. Only the nerds do. Only the nerds. Like me, I pay attention to that stuff. It doesn’t matter, though.

[00:40:00] Katrina has a trick everybody. Oops. Let me place it in here. “My trick, I open the emails that I want to copy in a separate browser window from before I start my new one, then it’s easy for me to flip back and forth to grab pieces I want for …” Oh. Oh, like an entire different window. Yeah, yeah, yeah, yeah, yeah, or like maybe do the preview version of it or whatnot. Yeah. [00:40:30] Great, great, great. Oh man, the gift that keeps on giving, our Office Hours questions gets people going. Hey Andrew. I didn’t see you sneak in on me. Hey. I think I said hi to you Wellington, maybe. Mark, always good to see you man.

Then, we’ve got … Well, let me be mindful that my email could be crazy. We’ve got another, we’ve got some more questions, really good questions everybody. [00:41:00] These are from Lorraine. I wanted to walk through the ones that I can. Lorraine’s [inaudible 00:41:09] is at an all-time high right now and I love it. I need more of it, more people breaking stuff or trying to. Oh, whatever. Testing the limits, how about that? That’s a safe way. Testing the limits. Oh, wow. Thank [00:41:30] you Wellington. Thank you so much. I’m glad that you are getting value for the first time. Just you know, Wellington, it’s good for me to state that these Office Hours are truly shaped by the viewers.

When I open it up for questions, it’s an open floor. You don’t have to be … You have to have used it for [00:42:00] a certain amount of time, and what you’ll see is that sometimes it may take a more advance turn. Sometimes we may stay very basic. That’s why we do it twice a week so that everybody can feel welcome here. So yes, I’m glad that you’re getting something out of it. “Multiple tabs are a Godsend.” Lorraine says, “Most of my chrome browsers are blue AC favorite.” You guys, look. You see my browser. I’ve got [00:42:30] one here, here, here, here, and here so we’re all in the same club. [inaudible 00:42:36] baldness. I didn’t catch that one, Lorraine. I think maybe I know what you’re talking about.

“I jumped into Office Hours …” Yes. Oh my goodness. This is true. This is the truest statement ever. I remember this day. I remember the time. So anybody who’s new, first time, Lorraine is not lying. She jumped in here off a one-on-one, [00:43:00] I believe, and has been running ever since. She just hit the ground running. I love it. All right. So here’s some questions that Lorraine has. “Is there a way to unsubscribe a person from the contact’s list without deleting them?” Oh, no one-on-one for Lorraine. Just signed up. Sorry about that, Lorraine. When you say unsubscribe a person from the contact’s list, is that … You mean here, [00:43:30] if I go … Okay, good ole Alex. If I go here and unsubscribe them? I think you mean here, if I do unsubscribed?

If that’s the case, let me just say the global rule. Contacts will exist … Okay. All right. Great. Yep. They will exist in your … Unsubscribed contacts will exist and the reason why, [00:44:00] if any of you are like, “Well, I unsubscribed them,” so guess what? They won’t count against your … Here’s where I’m trying to go. They won’t count against your account. This right here, active contacts, that’s what you’re charged for so whenever someone unsubscribes, they’re no longer active, and this will drop. So you can see all … I have 121 total contacts. Two of them, I am not being charged for because they’re not active. The reason why you want to keep people active because they may still be in [00:44:30] deal flows and stages. Inactive just means they can’t receive emails.

You still may want to keep their phone number to call them, so just because they don’t want to receive emails doesn’t mean they shouldn’t exist in there. I didn’t know something will pop up if you clicked on the list button. This button? Oh. Oh, I get it. Yeah, on the contacts right? Yes. Right, right. [00:45:00] Lorraine says she didn’t know that she could click this, yep, and then you see their whole status. You see their … and this is important everybody because we were talking previously about how to use a reference page to resubscribe people who opt out, you’ll see their entire journey here. If they opt out, you’ll see when they come back on that page. It’ll be all listed here, and then of course you can change their status.

Quick note. Yeah, I’ll leave it at that. I don’t want to complicate it, so yeah. [00:45:30] Marcy says, “This is just a test. I’m sure you have way more … ” Personally, yes. I have more contacts. Yeah, this is my ActiveCampaign test account. Yes, good eye. Good eye, Marcy. All right. This was such a good, good … I’ve got to put this. I’ve got to put this on here, Lorraine because the people … Everybody knows Phil. [00:46:00] Phil Davis, yes. He is my fake nonexistent twin brother. Listen everybody. This is when you know you really got your thinkers cap on. This was such a great question. Lorraine, just letting you know I’m talking to [product 00:46:18] about this.

Listen, she uses a lot of images in her newsletters so she’s always uploading them, and she wants to know that once a campaign has been sent, does she need to keep those images in [00:46:30] the image manager? Now, right when I read that I was like, “No. Absolutely.” You can remove them because once the email is sent, it’s sent but then I’m like, “Well, wait a minute. It’s got a rep. It’s not like the images exist in the inbox.” They have to be referencing our server to pull them down so I was like, “Wait a minute, maybe you don’t want to remove them,” and then when you asked the second question, that was the nail in the coffin, that you should leave them in your account.

“If a person accesses the archived version of a campaign at a later [00:47:00] date, will the images to be viewable if I remove them from the image manager? I’m assuming images and emails are part of the email and no longer tied to the image manager.” I’m going to confirm this, but based on how I know are apt to work, those images are … You can have … If your browser is set to automatically download images, the images now become part of that person’s browser because they download them, but [00:47:30] let’s say you delete those images and someone opens your email that hadn’t opened it before and those images are deleted, when they click “download images” that image would no longer exist on our server so they won’t be able to download them.

The same for the campaigns, the view … What is it? What are called … The campaign list where people can view them online, the same goes for that. This one, the maximum number of campaigns, [00:48:00] I’ve got to check on that one, so that was another good question there. This is great. Great. I would say add this to ideas Marcy, this is a really good one. She says, “Any plans to improve the image manager? It is painfully slow.” I would say add this, and here it goes. I’ve got a ticket in about this too. Another, if you [00:48:30] think about it, the best solution is to be able to pull a image from a URL and have the images on your server, and then just use the URL and it will pull from your server, but it’s a lot easier for people to just be able to upload it to the platforms.

I think there’s two things that need to be happen. I put a vote in for a URL, adding [inaudible 00:48:52] URL, and then of course improving the image manager. I think a combination of those two things will make it [00:49:00] a joy to work with, so yes. Let me see what Marcy said. I was about to call you Maggie. Marcy, “I’m keeping a sticky with all my recurring image’s URLs to try to speed up the process.” Yeah. Yes, yes. I know what you mean. I know what you mean. Marcy, Lorraine, I know. Yep. Marcy called it a [00:49:30] geek workaround. Absolutely, and it works. It works well.

This one was interesting. Lorraine says, she was reading a blog post about the reusable block section of this article. We were talking about marketing automation tricks, and it was saying how you can create … We were talking about creating automations to be more modular. Lorraine says, “I use Evernote to track my links.” Yes, Evernote is a good one too. Evernote is a really good one to use to track stuff. [00:50:00] So it says whenever you want to use … Okay. Anyways, I was saying how you can use, by building automations as modular blocks, you can use them within other automations more easily. That’s what this is talking about.

Whenever you want to use the block in a “parent” automation, use the enter automation action, so there’s just saying whenever you want to pass a contact from one automation to the next. You can use the enter automation … I should actually pull this up because it may be easier for you to visualize [00:50:30] it. I didn’t go to this, but I know … Reusable block, so you see how it has enter automation? That’s really small. Sorry, Mark. There we go. You see where it says, “Enter automation,” and then “Wait until.” Essentially, when they go into this automation, they’re updating tags. What we want to do is wait until the tags have been updated for them to progress.

In this specific instance, instead of building out [00:51:00] what’s happening in this automation you can just send them to that automation. Wait for them to complete whatever they need to do there and then once they’re done, because they’re going to be waiting here until they’re essentially done with what’s in that automation, and once that automation has essentially been successful, which this is almost like a goal, once the automation has been successful, now they will progress. So in this sense, this was a [00:51:30] different use case than the ones that I’ve used in the past, so the question became, “Is including the weight action a best practice or critical when you’re going to other automations?” It’s not. It is not. It’s not necessary or [inaudible 00:51:48].

Great. No, that’s fine. We all have different levels of geek dumb. [00:52:00] So let me explain this. So what happened is, let’s think about this Marcy. In the case, let’s say in here, where it says “enter automation update tags,” let’s say there were like five if/else state conditions, and within those five conditions all five conditions had to be met, and each one updates tags, so at the end of having all of your tags updated or when this automation has ended, wait until [00:52:30] they have ended this automation, then and only then will they progress. The reason why this is powerful is because otherwise this would’ve been a huge automation. We’d have had five if/else’s right here.

Let me just make sure I have what Lorraine has. What you’ll see is that automation doesn’t have a trigger state. Think of it as a function or [00:53:00] a procedure call. Yes. Yes, absolutely. So this is like a functional … This is performing a function. Like I said, to keep our automations clean and easy to read, instead of having five branched out if/else’s, we can combine that into an automation and call it … Essentially, what we’re doing is when we say enter, we’re calling that function or we’re saying, “Hey contact, go here.” Now, as the contact’s [00:53:30] journey is going to execute this, then they’re immediately going to go here and they’re going to be waiting here until this automation is done, until they’ve completed it.

At the point they complete this automation, then they proceed. So it’s a different way of automation building to keep things modular and easy to follow. What would be really nice if you could click this and then go into that automation and find a way back. Now we’re talking about automation chaining and it gets really [00:54:00] complex, but we are thinking about a solution for stuff like that. I hope that helped you Marcy. Let me know. If not, that’s what Office Hours is for. We can break it down. “My sorting automation would be a dog’s breakfast without calling?”

Yes. Yes, yes, yes, yes, yes. Yeah, yeah. You’re sorting out … Yes. Yes, Lorraine. Yes. She said it would be a dog’s [breakfast 00:54:29] without a calling [00:54:30] automation, yeah, because it gives … The thing is, it gets messy really quick. It just, it’s like all of these boxes all over the place and it’s really hard to recall what you were doing. So here, I don’t even know what this is about, but I can understand that when a contact subscribes to any list, I want them entering this automation and I’m going to wait until they’re done with this automation and see if they have, if they’re active or not. Look at how easy that was to read instead of having [00:55:00] to look at all the cases within this automation that may be taking … It just makes it longer.

The path to understanding is elongated so yes, they’re like a spider web automations. Lorraine says, “It looks like my nephew [puked 00:55:22] spaghetti with all the go-to threats all over the place.” Yep, so this is a way, Marcy, this is the main way of keeping your automations nice and clean [00:55:30] and modular. So even here, now, look. If I wanted to change my update tags logic, I just go into that automation. I don’t have to mess with this parent automation, so yes. All right. That was all of them. Look at that. I’m right on time. I got through all of the questions. We’re right at 2:00 so thank you everybody for attending.

Listen, you all, I’m not exaggerating, you all have brought … It’s cloudy here in Chicago today but [00:56:00] it doesn’t feel like it because this was a lot of fun today. Thank you all for attending, engaging, interacting and I’m hopeful and wishful that everyone took something away today. This was really good. This was really fun, and we’re going to do it all again next week. Yes. Marcy said, “Does this happen every week?” It happens twice a week, Marcy, I’m not lying to you, and it literally is this enjoyable every time. I know I enjoy it every [00:56:30] single time. Tuesday at 10 AM central and Friday at 1 PM, I am here on this microphone even just a sense … Yes, absolutely.

Yep. “Can we get notified each time?” Mark, Mark you are … I promise all of you just make sure that everything is buttoned up, dotted I’s and crossed T’s. Mark, I am going to work on that because that makes a lot of sense to [00:57:00] be notified every time a recording is uploaded. You are, Mark, you win. That is very accurate and in fact, what I’ll do is, Mark give me like a week or so because in the beginning I was telling everybody how I’m migrating all of these over into the website so that we can have transcriptions too so they’re easily to be searched, they’re easily searchable as well. In that event, I’ll set up like an RSS feed from ActiveCampaign [00:57:30] and every time I upload a new one, it’ll just fire it off to everybody on that list.

Yes. Let me see. I want to post these because we’re in overtime here, but I like it. Let me see. “Do you have a subscribe to all Office Hours instead of individually perpetual attend-” Oh, yeah, yeah, yeah, yeah, yeah. Yep, yep. That’s a good one. That’s a good one. [00:58:00] That is a good one. “That way we can review ASAP and …” Yes. Katrina, I didn’t even think of that. In the meantime, you can follow the Office Hours channel in ActiveCampaign and you’ll get an email notification every time. That’s a good one. I honestly didn’t even know you could do that so thank you, Katrina, for that.

Great, great, great. [00:58:30] See, I told you the gift that keeps giving are questions because everybody’s helping. It’s not just me. Thank you all. “Yes, and I appreciate a reminder email for each Office Hours.” You know what? I can do that as well. I realize if I go into Zoom, I can resend the confirmation and that will be our reminder so I’ll do that like 15 minutes beforehand as well. Mark says, “Both sides improve.” Yeah, you are [00:59:00] right. In fact, everyone, the legibility of everything I did today was, Mark, I can’t take any credit for that. He worked with me via email to get things to a size that you could see it as I was presenting it to him.

All right. I always say though, [inaudible 00:59:19] link in Evernote as well so I don’t have to go back and find an email. Yes, yes, yes. So many … Oh my gosh. You all are like Office Hours experts. I wish I was … [00:59:30] I’m telling you, we’re going to get some badges. You’re going to get some badges and I’m going to start giving out badges. OH Geek Squad, yes. Yes, yes, yes. All right. I have a … “Chris is …” I’m the man. Oh my goodness. You all are crazy. I think I … Katrina, did I say automate responsibly on our pod- … I can’t remember. Anyway, great. [01:00:00] It was great. One thing I’d … I feel like there was something I wanted to walk through with you all on a Office Hours.

If I remember it, I’ll do it. Oh, it was my podcast with Matt. We, yeah … yes, yes, yes. Lorraine, I don’t know if I can say that, but yes, yes, yes. [01:00:30] Dang it. It was something that I wanted to show you. I feel like I found something. Anyways, it doesn’t matter. For the first time, Wellington, Marcy maybe … Andrew, you’ve been on before. No, the chat isn’t captured, Lorraine. What I’ll also do is when I’m working in the application throughout the week, if I find something really cool, I’ll use that as an example and we’ll do it for Office Hours. I did have one but I forgot it. If it [01:01:00] comes back to me, so yeah, I’ll do that.

All right everybody, you all have a amazing restful, safe, productive weekend and I look forward to seeing you all next week on Tuesday at 10 AM. Katrina, your podcast will be going next week. We’re doing something special with the artwork and we’re changing some things up so next Friday you all, you can hear Katrina. You can hear our very own Katrina [01:01:30] Scarlet on the ActiveCampaign podcast next Friday. Until then … Yes, 10 AM Central on Tuesday, Marcy. Yep. You are correct, so until then have fun. Like I said, be safe. Please be safe. I want to see you all back there. That time probably doesn’t work for you, Marcy. Okay, Friday then. See those of you who can make it, and yes, I will catch you at the next Office Hours