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Office Hours – August 1, 2017

Recording of Office Hours hosted by Chris Davis on August 1, 2017.

Topics covered in this session:

  • Site Tracking in personal emails
  • Combining the use of personal emails and Automations
  • Shopping Cart integrations
  • Using Saved Responses

Transcript

Chris Davis: Core to this computer. All right, Ben, no worries at all. Robin, let me come and promote you to panelist. All right Robin, you should be getting access to speak here. I’ll un-mute you. [crosstalk 00:00:20].

Chris Davis: Hey Robin, welcome.

Robin: Hi, how are you? I had a question about my shopping cart is asking me for [00:00:30] a global list, or campaign email address, and so I wondered if you might know where that would be, or how I would use that to connect it. It’s a third party plugin for Word Press.

Chris Davis: What’s the plugin?

Robin: It’s not one you guys have.

Chris Davis: That’s fine.

Robin: Yeah, I don’t remember the name of it. The company is Tips [00:01:00] and Tricks Headquarters, and it’s a three piece plugin, that’s affiliate shopping cart and member center. I don’t just actually know what the name of it is.

Chris Davis: All right, no worries. We’ll look it up here. [crosstalk 00:01:15].

Robin: Yeah.

Chris Davis: Is it this? This is it?

Robin: Yeah, that’s the company. Then-

Chris Davis: All right.

Robin: Their shopping cart.

Chris Davis: [crosstalk 00:01:25] this checkout.

Robin: W, P, E store [00:01:30] on the right hand side. On the column.

Chris Davis: This one?

Robin: Yes.

Chris Davis: Sell anything securely, all right, got you. Okay, so you’re using this one to sell, and what it’s asking for when you … The reason why I was coming here, I just want to see if they have listed their integrations, because this sounds like they’ve got a more open integration.

Robin: Yeah, they have a place for like say get [00:02:00] chimps, API, and that kind of stuff, but they don’t have a generic place to put in an API, what it says is, so the global list campaign email address.

Chris Davis: So, I’m not sure Robin, that they would integrate directly with us-

Robin: Okay.

Chris Davis: In that event, so what you’ll need is … Let me think. How you have this setup, is do you have it integrated with a plugin? [00:02:30] I said plugin, Pay Pal?

Robin: Yeah, it’s set up with Pay Pal, and MailChimp, but I’m trying to get away from MailChimp-

Chris Davis: Yeah.

Robin: Until I can figure out how to connect you guys to it-

Chris Davis: Sure.

Robin: I’m stuck at least for the purchases.

Chris Davis: Yeah, so is this plugin passing the data to MailChimp when you purchase through Pay Pal?

Robin: Yeah. I believe it is.

Chris Davis: Okay.

Robin: I was just going to log into the plugin, so I [00:03:00] don’t know.

Chris Davis: Yeah, yeah if you could login, and-

Robin: [crosstalk 00:03:03].

Chris Davis: Maybe even share like a screenshot of the settings, so I can see what the language is around it. There may be a way, if not we do have our certified consultants that specialize in tools beyond ActiveCampaign. That could help you out, but if you send me a screenshot, I can at least give it an attempt. Hey Ronald, I see you said hi. Hello to you as well, Ronald.

Robin: Yeah, well I’ll pull it up here.

Chris Davis: [00:03:30] Yeah, that’s fine. As you’re doing that, on the other option here, does this integrate with Stripe as well?

Robin: Stripe?

Chris Davis: Yeah.

Robin: I’m not sure.

Chris Davis: Okay, that’s fine. Another option would be to integrate PayPal with ActiveCampaign via Zapier, or Zapier.

Robin: Okay.

Chris Davis: That would be [00:04:00] another option that may be a little less intrusive as far as if there’s any code that needs to be manipulated. Another thing I’m looking for is if this platform sends out a web hook, those would be the two additional ways.

Robin: A web hook?

Chris Davis: Yeah.

Robin: Yeah, I’m not sure about that either.

Chris Davis: Okay, okay.

Robin: Yeah, that’s a little bit beyond my technical-

Chris Davis: Sure, no worries.

Robin: Yeah [crosstalk 00:04:25], like this is kind of getting out of my [crosstalk 00:04:29]-

Chris Davis: Yeah, [00:04:30] yeah.

Robin: Familiar with.

Chris Davis: Yep, no worries at all.

Robin: Right, so there’s actually, there’s two places I need to find-

Chris Davis: Okay.

Robin: For hooking it up, which I found one of them, and then I have to-

Chris Davis: Okay.

Robin: I think it must be settings.

Chris Davis: Sure. Everybody else attending, feel free to add your questions in the chat, or raise your hand as well, so I can get it in the queue. So, [00:05:00] you don’t have to wait until one question is fully answered to engage, and ask anything. The rules are the same for any and every office hours is that no question is a dumb question. I know we hear that often, but automation is such a complex industry, for the lack of a better term, that we often find that the most simple question leads us down a path of quite the enlightenment of [00:05:30] what we can do, and unveiling new strategies, tips, and tricks. I believe this is going to be the same actually for Robin, is asking right now.

Robin: Right, and if you want to go to somebody else while I find this other screenshot I want to [inaudible 00:05:46], that’s totally fine too.

Chris Davis: Okay, here let me send you my email Robin.

Robin: Okay.

Chris Davis: Do me a favor, find those settings, take a screenshot, and then email them to me, and then [00:06:00] raise your hand, and I’ll get you back on.

Robin: Okay, perfect.

Chris Davis: All right, great. All right. We’ve got another hand. Ustan. Let me promote you here, and un-mute you, you are un-muted Ustan, how are you doing?

Ustan: Hey Chris, how are you? I’m doing great.

Chris Davis: I’m doing well, good to hear you.

Ustan: You know, [00:06:30] I have a question, and this came up in a Facebook group that I’m-

Chris Davis: Okay.

Ustan: [crosstalk 00:06:33] the weekend. I use ActiveCampaign as a CRM, is it possible to get the event tracking if I send somebody an email from the contact, and they click on a link, without sending them a campaign? Does that make sense?

Chris Davis: Oh, oh, okay, you’re here in the contact record.

Ustan: Yes.

Chris Davis: If we go … Let me do this [00:07:00] field.

Ustan: Like let’s say from here-

Chris Davis: Right.

Ustan: From here, I add somebody’s email address, they’re not necessarily on a list. If I send them an email from send email at the bottom.

Chris Davis: From here you sent a personal email.

Ustan: You put a link in it, if they click that link, will that enable the site tracking?

Chris Davis: Oh, that is a good question. I believe so. The question, [00:07:30] I think we track links, let’s try it out. Let’s try it out.

Ustan: Sorry.

Chris Davis: Then I’ll send this to myself, do you know the answer. So, click here. [inaudible 00:07:54] campaign.com. All right, so this should send to me. [00:08:00] All right, and let me send it. Let me make sure I’m not sending it to a crazy … Okay. All right, so this is sent, and it should show in my recent activities, well here’s the email. It should show here. Got some questions coming in. All right, Ronald, and Ben, okay great, I’ll get to your questions as well. All right, so now it’s sent, right?

Ustan: Okay.

Chris Davis: Let’s [00:08:30] see what happens when I click the link, and if it shows that I clicked the link here, then yes, site tracking is active.

Ustan: But, is this contact described to a list already?

Chris Davis: Yes, yes. Well, a contact has to be on a list in order for you to send an email to them.

Ustan: Okay, so I can’t put somebody … Okay, so I was under the impression that this, [00:09:00] sending emails from here, it’s almost coming from my own personal email.

Chris Davis: Yes.

Ustan: That’s how I set it up.

Chris Davis: That is true, that is true, sending this personally.

Ustan: But, they also still have to be on a list.

Chris Davis: Oh, yeah, let me think this through, Ustan. Actually, you would be able to send this one, this email, from here this personal email, if they’re not on a list.

Ustan: Okay, that’s what I thought.

Chris Davis: [00:09:30] Yeah, yeah, you’ll be able to send it to them if they’re not on a list, because this does not have an unsubscribe link.

Ustan: Yes, it doesn’t no, it doesn’t have one.

Chris Davis: So yeah, you’re correct.

Ustan: Okay.

Chris Davis: But, I think the flip side is I don’t think … All right, what did I do? Engagement monitor, open, so it tracked my open, but it didn’t track my click. So, no. No, site tracking will not be enabled on a personal email, [00:10:00] if they click the link.

Ustan: Okay. All right, okay.

Chris Davis: Yeah, we could track the opens, but yeah, so I’m trying to think how you could get that site tracking … You know what? There is a way to do it Ronald, I mean Ustan, there is a way to do it, but it is technical.

Ustan: Okay.

Chris Davis: It involves Google Tag Manager.

Ustan: Oh, okay.

Chris Davis: Yeah, and a cookie.

Ustan: Okay, okay.

Chris Davis: [00:10:30] So, I have seen that done, though. I’ve seen it done when someone visits a page, or a lot of people use forms that are not connected to ActiveCampaign, and then they pass the information to us.

Ustan: Which is what I’ve been using, because right now it goes through Equity Scheduling-

Chris Davis: Yep.

Ustan: And it comes back through [crosstalk 00:10:48]-

Chris Davis: Yes.

Ustan: That way.

Chris Davis: Exactly, so at that point what you would essentially what to do, is in the tag … I’ll just explain it.

Ustan: Yeah.

Chris Davis: But, I [00:11:00] won’t define it.

Ustan: Okay.

Chris Davis: But, in Tag Manager you’ll have the ActiveCampaign site tracking script, right?

Ustan: Yeah.

Chris Davis: You’ll have a variable set that will grab, you have some JavaScript that will grab the email, when a form is submitted on Equity.

Ustan: Okay.

Chris Davis: Okay? That email, that JavaScript, will grab that email, place it in a cookie, and then submit that back to ActiveCampaign.

Ustan: Okay.

Chris Davis: So, it’s very [00:11:30] technical. Yeah, I see what you’re saying though, right? If they schedule some time with you, and then you just want to send a personal follow up email will be really nice to see the pages-

Ustan: Yes, that they’ve [crosstalk 00:11:43]-

Chris Davis: That they viewed, yep, in their activity. So yeah, you’ll need a little bit of developers elbow grease.

Ustan: Okay.

Chris Davis: To pull this one off, yep.

Ustan: Let me ask you one more question, then. If you use, like I remember you in one of the podcast episodes, you talked [00:12:00] about the unsubscribe form.

Chris Davis: Yes.

Ustan: If I send them to an unsubscribe form, and then get them to pick my … Because that really subscribes them, right?

Chris Davis: Right, right.

Ustan: So, if I send a link with that, because right now I have a page set up that’s using the unsubscribe template that you guys suggested in the podcast.

Chris Davis: Nice.

Ustan: So, if I send that personal email, and they click on that link, which basically subscribes them, would that work?

Chris Davis: If you send them … [00:12:30] They would have to go to your page.

Ustan: Yes.

Chris Davis: Right? Yeah, they go to-

Ustan: Because, [crosstalk 00:12:34] mine is UstanMatthews.com/unsubscribe.

Chris Davis: Oh, okay, let me check you out.

Ustan: Or [crosstalk 00:12:39] UstanMatthews.com/mailingpreference, maybe? It’s not … Shoot. [crosstalk 00:12:47]-

Chris Davis: Mailing dash preferences?

Ustan: Yes, yeah, that’s it I think. I think, is that it? Is that it? Is that it?

Chris Davis: Great, yeah.

Ustan: Yeah there it is, okay perfect.

Chris Davis: So now yes, if you send them a link to here, [00:13:00] and they fill this out it will subscribe them.

Ustan: Okay.

Chris Davis: But, clicking the link, like if you send them a personal email with the link here-

Ustan: Yeah, because they would still have to subscribe-

Chris Davis: Yeah.

Ustan: To get the form and all that stuff. Okay.

Chris Davis: Right, right.

Ustan: Okay, so that’s still one way around.

Chris Davis: This is really nice. This is really nice Ustan.

Ustan: Oh, thank you.

Chris Davis: I like this.

Ustan: You know, the podcast is awesome, you’ve just got to get like consistent, man. Sorry.

Chris Davis: Yeah.

Ustan: I love [00:13:30] it, everyday I’m updating to see if there’s new podcast episodes, and it’s yeah, [crosstalk 00:13:35]-

Chris Davis: Yeah, we’re shooting for every Friday.

Ustan: Oh, that’s awesome, okay cool.

Chris Davis: Yep, that’s what we’re shooting for.

Ustan: Okay.

Chris Davis: I promise you Ustan, we’ll get there.

Ustan: Okay cool, all right man.

Chris Davis: We will. In fact, how long have you been using ActiveCampaign?

Ustan: Not very long. Not very long seriously.

Chris Davis: Okay.

Ustan: Actually, I only really since I found the podcast like two months ago-

Chris Davis: Okay.

Ustan: I tried it before, and then I switched off-

Chris Davis: Yep.

Ustan: Then when I found [00:14:00] the podcast, I switched back and really started trying to take advantage of it.

Chris Davis: Got you, all right, well I’ll keep you on my radar.

Ustan: Okay.

Chris Davis: When you start getting some winds under your belt we’ll have you on.

Ustan: Oh cool, thank you so much man.

Chris Davis: I think it’d be great for both of us.

Ustan: Oh, thank you so much.

Chris Davis: Yes.

Ustan: Talk to you soon man.

Chris Davis: Okay, great no problem.

Ustan: All right.

Chris Davis: Thank you so much.

Ustan: Bye. Oh hey, bye.

Chris Davis: Yep. All right, those were really great questions. For everybody, if you were kind of catching up with what Ustan [00:14:30] was saying, check this out. There’s three primary ways to send an email from ActiveCampaign. Two of those involve a contact being on a list, and that is a campaign, or an email via an automation. The third way is what Ustan was talking about was here, if you’re on the individual contact, or deal record, like if I look at [00:15:00] this new deal, and I send an email. Okay?

These are called personal emails, and what they allow you to do, is you see these from and to details? They allow you to send an email that comes from you, instead of on behalf of ActiveCampaign, now there’s no link click tracking, and no unsubscribe. So, if you wanted to send a true personal email, and reach out to somebody, this is exactly how to do it. A great [00:15:30] strategy to use this is if you have an automation, hey Robin I’m coming to you in just a second.

If you have an automation, okay, and at some point in the automation you want to send a personal email, well you can’t do it automatically, right? We just discovered that, but there’s nothing stopping you from, hopefully this doesn’t have much in it, and of course it does. But, there’s nothing stopping you from … Let me just create a new one. [00:16:00] New automation, from doing this. Right? Oh, so you know what, I should go back to that automation. I actually like that it had some stuff in there, because here’s what I wanted to point out.

So, let’s say given this automation, I send the welcome, and then I wait for a couple days. If they’ve opened it or not, say yes, if no I want to send them a reminder, so if they’ve opened it right here, [00:16:30] maybe I want to send a personal email, right? They’ve engaged with my first one, and I just want to reach out personally, and send them one that comes from me, no link unsubscribe or any of that, right? What I can do is just select notify someone, right?

I can send a notification to myself, and say reach out to full name, and send them a personal email. [00:17:00] They opened the welcome email, and are pretty hot, right? I can do that, and now at this point, I’ll get a notification in my email to log in and send a personal email to this contact record. So, this is a good example of how we would blend, like the automated, and personal touch. Reach out to, [00:17:30] and I’ll just do the first name here. First name, Ustan I’m not saying this is your exact situation, but I could see this being very helpful for you all to see like send yourself a notification.

Then, when you get this notification, you log in, and if we were … If we were really thinking this thing all the way through, we could even have a saved response set up. Right? So, in the notification, maybe I could say you save [00:18:00] response, follow up tomorrow. Okay? So now I get the notification in my email that says hey, send a personal email to this person, and I click the link in the email, and it sends me right to the contact, right? Now I’m on the contact record, then I go down here, I say okay, I’ll send the email, and then I could select my saved response, follow up tomorrow. Then it populates it, then I hit send. Really smooth operation, [00:18:30] and you don’t even have to do this.

This could be someone on your team that does it, but the goal is to send a personal email, how to manage sending a personal email within an automation. All right, Ustan’s at Chris, I actually use this in an automation to notify myself … Yeah, based on your product [inaudible 00:18:54]. Yes, yes, yes. Oh, Ustan we are on the same wavelength. Let me put this [00:19:00] in … Let me put this in the text editor, so you all can see what Ustan is saying. Robin, I’m coming right to you. After that, I’m coming to Ben, and Ronald.

So yeah, so Ustan uses something very similar to that. This is very powerful everybody, I recommend you think of ways that you can start leveraging this, and utilizing it. I mean what did we just say? We just pointed out that every … [00:19:30] Isn’t that weird? That we’re saying in an automated marketing platform, all of your emails don’t have to be automated. Right? This is the power, and this is why I love this stuff. All right, Robin. Let me come back to you here. Oops. Ben, sorry. I hit the button twice. I’ll bring you back on. All right, Robin, there we go. Ready for you, [00:20:00] Robin.

Robin: Okay, so I sent those two screenshots to your email.

Chris Davis: Great. Let me check, oh, here we go. All right, let me look at the first one. Auto responder settings, click to expand list name.

Robin: That’s like how MailChimp is set up, and it just has the name of the auto responder, you know list that it’s going to be added to. Then the second email, or the second image is [00:20:30] the settings.

Chris Davis: All right.

Robin: Like where ActiveCampaign would go.

Chris Davis: We’ll pull this one up too, everybody. I want to show you all … Let’s just work through this together. It’s a little small, but bear with me. All right, so here we have the generic auto responder integration, all right? Click this, use this [00:21:00] option if you want to use, okay. Then enable … When checked, the plugin will automatically sign up the customer of every transaction to your list. Specify below. I don’t believe them. That is very vague. Well, I don’t think so.

Robin: I used to work for MailChimp, so-

Chris Davis: Yeah.

Robin: [crosstalk 00:21:23] work for you guys, so my transition will be complete.

Chris Davis: Yeah, because I see like get response settings, did they have a section that said MailChimp [00:21:30] settings?

Robin: Yeah, yeah, I just-

Chris Davis: Yeah.

Robin: [crosstalk 00:21:32]-

Chris Davis: Okay.

Robin: Pages to [crosstalk 00:21:34]-

Chris Davis: Yeah. Yep, yeah that makes sense. I’m just not confident that this generic, the reason being is because how does it know where to send it to?

Robin: Right, and so you have the second-

Chris Davis: You know?

Robin: Image that, or the first one that I sent, that one.

Chris Davis: Yeah.

Robin: This name, so for MailChimp, which is how it’s set up right now, you put in the API key where they have the get response-

Chris Davis: Right, right.

Robin: Then, [00:22:00] you put the list name, and then it just does it automatically, so it’s pretty you know.

Chris Davis: Yeah, exactly.

Robin: [crosstalk 00:22:07] for you guys, I just don’t know where to find, like I know you have the API key.

Chris Davis: Right.

Robin: They’re not quite set up that way I guess.

Chris Davis: Yeah.

Robin: [crosstalk 00:22:19]-

Chris Davis: It needs.

Robin: I could throw in the API key and see if that works, but I don’t know, I’ve already tried-

Chris Davis: I don’t think it will, yeah. They need for this platform, there needs to be somewhere where you could put in [00:22:30] the ActiveCampaign API key, because here, if we use this general, generic setting, they have no clue where to send … Even if we use an ActiveCampaign list name. They still have no clue where to send the information, because that’s all done through the API.

Robin: Right. I didn’t know-

Chris Davis: Here’s-

Robin: Like if when you create a list in ActiveCampaign, if there’s a manual email address kind of thing, where that would go in there kind of thing. [00:23:00] But, when I look, I don’t see anything like that.

Chris Davis: I know what you’re talking about.

Robin: Yeah, [crosstalk 00:23:06]-

Chris Davis: I’ve seen that before where you could subscribe to lists by sending an email.

Robin: Yes, exactly.

Chris Davis: Yeah.

Robin: That’s-

Chris Davis: I like your thinking.

Robin: I was like hm, does ActiveCampaign have one of those?

Chris Davis: Yeah, this is … Let me see if … I know exactly what you’re talking about, because I’ve seen it in … No, this is just managing [00:23:30] context and subscribe by email. So, everybody in email marketing platforms, what happens is you can send an email, you can send that person’s email to like a special email address. Whenever an email is sent there, the person is added to the list.

Robin: Right.

Chris Davis: You know what? I don’t think we have that. That’s one of the things I’ve never looked up.

Robin: Can you fix it? Can you guys make an app like real quick?

Chris Davis: [00:24:00] Let me-

Robin: No, [inaudible 00:24:03] your programmers?

Chris Davis: Right, can you just get a whole team.

Robin: Yeah, yeah well I know you’ve got a team in there somewhere you know.

Chris Davis: Yeah, right. Robin let me do this, let me ask a product person.

Robin: Yeah [crosstalk 00:24:16]-

Chris Davis: I’ll follow up with you individually.

Robin: Okay.

Chris Davis: The other way to do this maybe a bit more technical, but maybe easier, let me ask you this. When someone purchases, [00:24:30] and on your site do you have the ability to send that receipt, or an email to them, and another address? Like do you get a notification?

Robin: Yeah. I get notified, and it’s been a while since I did like a test purchase.

Chris Davis: Okay.

Robin: Yeah, I get an email that says that a purchase has been made, I don’t remember exactly who that comes from. It might come from [00:25:00] PayPal.

Chris Davis: Okay, all right. Because there’s this thing called a mail parser, like I said it gets technical. I would rather not go down that path if we don’t have to.

Robin: Sure.

Chris Davis: Here’s two things, let’s you and I work this thing from two angles. Give me a minute, I’ll go after this office hours I’ll go talk to a product developer, just to make sure that I’m not overlooking anything.

Robin: Okay.

Chris Davis: Then if you could do me a favor, and email these people, [00:25:30] and ask them if it’s possible to integrate with us specifically using this generic auto responder.

Robin: Okay.

Chris Davis: Because there may be something that we’re overlooking, you know I don’t want to discredit this company.

Robin: Right.

Chris Davis: There may be a way.

Robin: Right.

Chris Davis: To put the API somewhere else, and then you put the list name here, and it kind of sync’s up somehow.

Robin: Or maybe they need to get their developers on it, and get an API spot for you guys, because you guys are gaining popularity. There’s more-

Chris Davis: Yes.

Robin: Switching to you, so [00:26:00] they need-

Chris Davis: Yeah, yeah, yeah, and the shopping cart market is very competitive, extremely.

Robin: Yeah, and what I’m using them for is my member center, my affiliate tracking program, and my shopping cart. Is there something that easily integrates with ActiveCampaign that doesn’t cost a fortune that would at least cover the shopping cart, and the affiliate program?

Chris Davis: [00:26:30] Yeah. Here’s what you can look into. First is Woocommerce. I’m not sure if you’re familiar with them, but this is free. This would-

Robin: Right, I’ve never used them.

Chris Davis: Okay, it’s a plugin. Yep, it’s a plugin that you can set up a storefront with. Now the benefit of this is that it integrates directly with ActiveCampaign, so it’ll send the amount that they purchased over, the product name, everything [00:27:00] directly into ActiveCampaign. Then for your affiliate, what you can use is … Let me see affiliate. I think it was WP Affiliate. You may already be using this, Affiliate WP? Is this one of the ones that you’re using? On that site? Or they probably have their own affiliate.

Robin: Yeah.

Chris Davis: Okay.

Robin: Yeah, that’s part of the shopping cart scene.

Chris Davis: Okay, yeah but this is one I haven’t personally used this one, I’ve personally used Woocommerce. I haven’t used [00:27:30] this one. But, a lot of people, this is what they use. Yeah.

Robin: Okay. Got it.

Chris Davis: So, the affiliate, now let’s look at the price. Woocommerce is free, and this is 99 a year.

Robin: Okay.

Chris Davis: Yeah. So, not too bad. Outside of that, let me think. Oh, oh, here. Here’s another option, I think I talked about this before, but I’m not sure if … [00:28:00] Okay they have a notify … If you do like a search like thrive cart early, or early adopter, something like that, you can get access to this. I believe it’s like 500 bucks one time fee, and it will sell your products, and it has an affiliate. It has an affiliate center built in.

Robin: Okay.

Chris Davis: Yeah.

Robin: Does that integrate with ActiveCampaign?

Chris Davis: Yep, as soon as they purchase, it’ll send the contact straight to ActiveCampaign.

Robin: Okay.

Chris Davis: It can remove them if they refund, [00:28:30] so it’s got some automation, some sales automation in there for you.

Robin: Okay.

Chris Davis: Yep, so here, let me put the links to these in there. Just so you can do some research, and you know check them out, this is thrive cart. The other one was Affiliate WP. Everybody listening, Robin is doing things a way that I would recommend. [00:29:00] There’s a lot of tools out here everybody, and if you could prevent from moving from one tool to the next, that’s always the preferred path for me. Because every time you move to a new tool, you just introduce a whole lot of variables. So, by Robin looking out and saying, “Okay, this is my checkout. Let me just make sure that there’s a way to integrate this with ActiveCampaign so I can essentially stay in the same workflow.”

[00:29:30] Right? That’s the biggest thing, is staying in the same workflow, because the longer you’re in a workflow, the more you understand your needs. Now there will be sometime where you’ll have technological limitations to the platforms you’re using. Now at that moment yes, the longer you stay with that technically limited platform, the more money you’re potentially going to lose. So yes, there is going to be a time where you shift, [00:30:00] and go to different platforms.

But, know them before you do so, it’s just really important to make sure that the platform that you’re currently using, you’re exercising all of the functionality out of it. All right, Robin I’ve placed those links in there, in the chat for you to check out. Like I said, I’ll work on my end, you work on yours, and then I’ll follow up with you via email, does that sound good?

Robin: Yeah, thank you, I appreciate it.

Chris Davis: All right, yes, no problem at all, thank you Robin. [00:30:30] Perfect, all right, so let’s get to some of these questions here. All right, Ben, hey welcome Ben again. Is there a way to track social media activity, and apply scoring? Hm, this is a good question. So, what I know of is doing something like this, Ben. Automations, what [00:31:00] do I want to show you? Let’s just start with a new automation.

All right, I’m not going to do it. Yeah, here’s one. I think it’s something like shares socially, shares an email is one I believe. I think this is the main one. Yeah, if they share an email on any of these platforms, as deep as we get with social media integration, [00:31:30] but I know you’re probably thinking more so of like re-Tweet, or they Tweet at you, or they like your page. Actions like that, and then apply a score based on it, right? Yeah, okay, that’s what you’re looking for.

It’s not native to the app, but you know what, let me make a note. I will be very curious, note on social media integrations. I’m going to look this up too. Integrations [00:32:00] for tagging slash scoring activity. There may be a platform out there, I’ll ask our social media manager that can send that … You know you can link up … You know like everybody, there’s tools out there that does Facebook custom audiences, and it will add and remove people to a custom audience when you’re running Facebook ads based on actions that they’ve taken.

There’s a good chance that there may be tools out there, excuse me. [00:32:30] There’s a good chance that there may be tools out there that allow you to send re-Tweets, and Facebook likes, or you know actions on social media back to ActiveCampaign. So, I’ll check that out. Ben says what about attribution? Attribution is really meant for like paid media sources. So, to know that if someone opted in on [00:33:00] your website, or a landing page from Facebook, right, it would mark Facebook as a source, but it wouldn’t tell you the activity on Facebook, right?

Both are really important now that we’re talking about it. Conversions work the same, right? These would be events that happen either on your website, well conversions as they are now. Let me show you, conversions as they are now just so everybody knows what we’re talking about. [00:33:30] I don’t want to leave you all in the dark. When you go to my settings, if you’ve got a professional plan, and you’ll see here is a conversion. Conversions are determined by triggers. For right now, triggers are URL’s that people can visit.

That becomes a limitation on social media, right, because we can’t put tracking on our social media profiles to determine which URL’s [00:34:00] they’re visiting, but let’s say going off of Robin’s example, she’s got a membership area. When someone enrolls in a membership course, let’s say it’s 1,500 bucks, and it goes to what is it, Robin Lacrosse.com/Thank you, and then she could have a question. Rev equals 1,500 in that URL. So now every time someone enrolls, they’re going to go to that URL, and that is going to be counted as a conversion. [00:34:30] A conversion within ActiveCampaign at that value, and she’ll be able to see that now on the contact record.

That’s how conversions work, and then attribution, so right down … Oh, I don’t have any conversions on here. Dang it, I have a profile that has conversions, and I can’t remember which one it is, oh. Was it this one? Yes it is this one, [00:35:00] see. It was loading conversions, did they … Nope, I didn’t have any, so it didn’t. All right, but anyways the conversions would appear on your contact record, as well as attribution, where you can see the sources that generated the leads. So you could see how effective Twitter is, how effective Facebook, Pinterest, all of those mediums are. Again, all of that really takes place on your website, right?

So conversion to attribution are specific to the website, whereas you’re going to need a third party tool [00:35:30] to tie in social media activity into ActiveCampaign, which by the way I am going to look into that, because that’s something I would really like to know. Great question here, Ben. All right, so also why and how would you use the save response, yes. Ben, let me know if I … I know I’m getting to these questions kind of out of order, but let me know if that question, if I answer your question on save [00:36:00] responses. We have a post coming out this week about them, which is going to show you how to create them.

Here’s the premise of it, Ben. Is when you create a saved response, in settings and you go to save response, everybody, this is available in every and any account that you have. You’ll want to create your categories first. Okay? A couple categories that anybody, and everybody can use this pre sales, and post sales, right? [00:36:30] Or you could even have if you’ve got a bigger team, you could have categories specific to the name of the person on your team. All right?

Now, based on those categories, you can now add responses. The people who are going to get the most out of save responses, are those who are like Ustan, who send personal emails. So, if you’ve got a service based business, these are going to be really important for you. If you have a sales team, [00:37:00] these are going to be really important. Any time you find yourself emailing the same thing, that’s what we’ve found. Because we use our CRM internally, and it was kind of like the same canned responses, right? Like hey, thanks for signing up for a demo, please select a time on my calendar below to get started, right?

That’s an email you’re going to send our personally to everybody who signs up for a demo. So, instead of having to type that over and over again, now you can use a saved response [00:37:30] for that one. All right, got you, all right if we are running out of … [inaudible 00:37:34]. Okay, that’s fine, we’ve got that one. We’re doing good on time, and then all right. Ben has also can you enable side tracking with gravity forms, instead of forms provided by ActiveCampaign?

By defaults, you know it’s really up to the platform, right? It’s [00:38:00] up to the form building platform to make sure that they attach our site tracking cookie upon the form submission. Now on our end, we’re actually making it easier. I can’t divulge too much, but we’re making it easier … Excuse me. Platforms like gravity forms to easily attach it, but as of right now, when you submit a gravity form, the tracking code is not submitted with it, [00:38:30] unless you specifically do some developer stuff.

Oh, Ben is a developer, but I don’t have the … Oh, great. Ben, since you’re a developer, I can connect you with one of our marketing folks here that knows how to do that. He can at least get you to the right documentation, but essentially okay, so [00:39:00] I can speak a little dev talk with you really quick Ben. Everybody, I promise this won’t be too confusing. But Ben, essentially you’re going to be looking for the post action on that gravity form, right? Upon that post action, that’s when you want to have some JavaScript, some [inaudible 00:39:16] JavaScript. That attaches ActiveCampaign with that email address, so that you may do an email, or IP. I’m not sure. He’ll be able to help you.

Then when ActiveCampaign [00:39:30] sees that email, it’ll see the site tracking as well. Okay? So in like a very top level, that’s how that would work. Ben, I’ll do an email introduction after office hours for you for that one. So, great, great, great Ben. Great. I’m glad to have you, I didn’t know you were a developer, so I’m always excited to have developers on, because a lot of the … Like for instance Robin, [00:40:00] right? What she was looking at, if she looks at all of the other options, and they’re not what she would like to do, then I always recommend going to a developer, and just having them code that integration, normally through web hooks, right? Because how easy is it to just send out that information to a web hook and capture it in ActiveCampaign, or something. So, I always enjoy meeting new developers, so glad to have you Ben. Really [00:40:30] glad to have you.

All right Ronald. Chris, is the last office hours replay ready? Yes, yes, yes it is. Let me get you both links Ronald. Okay good, Ben says, “Glad to be here,” I hope you come back man, and just keep engaging. I can’t stress enough how important you are. Developers for ActiveCampaign. We love them. We love them. Ronald, I’m sending you … [00:41:00] This is the latest office hours replay, and the link to the Facebook group. Let me see here, ActiveCampaign official. This is the ActiveCampaign Facebook group, I’m putting this in the chat as well, Ronald.

Facebook group, right there, all [00:41:30] right. Those are two important links, let’s keep going here. I’ve got that one, all right. All right, thanks for showing how to deal with sending personal emails, I love when you cover other people’s questions, I hear things … Okay great, yeah, yeah Ronald. Ronald says, you know when he can hear someone else’s situation a few times, it helps him internalize it, and we are all the same way. [00:42:00] Thank you all for asking these questions. Ben, I see there’s a couple more questions in here I didn’t get to, so I’ll get to them now.

Can you track emails sent from your personal email and AC, or do they have to be sent from AC? Yeah, so the personal emails that you send out, you’ll be able to track the opens. You’ll be able to track the opens, but not the clicks. So, we have that. Yes, Ronald, you’re welcome. You’re welcome. Then, can you track those personal emails [00:42:30] even if they come from my personal email? You know what? Ben, one other thing that you can do in tracking all emails sent in ActiveCampaign, this is more so like emails that have been sent, okay?

Okay, so there’s layers to this thing. If you’re doing an automation, here let me do some drawing. How about that everybody? Drawing. Okay, so [00:43:00] there’s three layers, if you do it in … If I’m thinking of a grid, I’m going to do this real rough and dirty, but I think this will make sense. If we do like a campaign, or an automation email, that’s layer one, and then two is personal [00:43:30] email, right? Then three is email from Gmail. That g is terrible, okay? So if I do this … Essentially what we have here is cannot track clicks, opens, and sends. [00:44:00] All right, do that. Track, and if I do this, and do this. Bear with me, all right.

Let’s just go through the line. If I send a campaign, or an email within an automation, I’ll be able to track clicks, opens, and sends. If it’s a personal email, I can track sends, and opens, and if it’s an email from Gmail, I can [00:44:30] track sends. All right? So, how we get to sending an email from Gmail, is actually going to I believe it’s domains. No it’s not domains, it’s oh shoot. Deals, I think it’s in deals. See, connect your email, so all sent and received deal emails [00:45:00] are automatically added to your deal stream. Reply to emails, and generate automations from incoming email.

Okay, so this portion, what I’m talking about, email from Gmail, it’s adding your account here, so now even if you’re not logged into ActiveCampaign, if you send an email to a contact that’s in ActiveCampaign, from Gmail, it will show in the activity stream. Okay? All [00:45:30] right, yeah, yeah, meeting soon, yep, how do I do that here. Okay great. Oh man, you’re cracking me up. You’re cracking me up man. Yeah, so this is exactly how you would do it. It appears, let me clear this out, and it would appear just like a regular email. That’s what’s powerful about it, right?

The contact has to exist in your … So there’s two things, two requirements for this. Let me just state, one is [00:46:00] the contact, of course, has to be in your database. But yeah, you’ll see all of your email communication here, right? Even if it’s in Gmail, if you select it here. The second most important part is make sure you have this. ActiveCampaign, Chrome extension. This is the second part to it, okay? So, I’m going to put this link in the chat as well. [00:46:30] Chrome extension, because it will make life easier for you.

This is not required to do the tracking, because you just need to set up in that settings area, but this makes things easier, because when you’re in Gmail, you can pull up all of the email history, their tags, custom fields, automations they’re in. It essentially turns your Gmail into like a mini CRM. So, with those things at your disposal, [00:47:00] you will be very dangerous in a good way of engaging, and monitoring the communication to your contacts. All right?

All right great, yeah glad you like that Ben. Let me just make sure I didn’t run out, yep. Okay. All right yeah, great. That’s all of the questions in queue, [00:47:30] hey, we’re doing great on time. We went into overtime a few of these office hours back to back, and now I’m right on time. But, if you have any other questions, feel free to ask. You know what? I don’t see Bill on, but I wanted to … I’m going to use Bill’s website. He asked me how to remove the padding from this form [00:48:00] here. Okay? I just want to show you all this, oh that’s what I did in the last office hours. We went over how to customize these emails, I mean these forms.

Here’s something, here’s some code that I believe any and everybody can use. I’ll go Bill’s form. So ideally, you don’t see it, but there’s padding around here. There’s padding in margin, so to remove that padding in margin, [00:48:30] you’ll go into custom CSS. I hesitate to do this a lot of times, because this is advanced, and it’s not required. There’s other ways to do this, like well, actually there’s only one way to do this, is using CSS. I don’t want to get too technical, but anyways.

So, what you can do is, you can highlight the entire form, see that? Then just say margin, zero. I would do exclamation [00:49:00] point important. You see how it kind of shifted over, it took away any margin that we see, and you can also just do padding zero, and do important as well. Important just makes sure it overrides. Did you see that? Did you see when it … Like if I put this to 30, you see how I’m just adding padding to it? That’s padding there, [00:49:30] that’s removed. There, that’s removed. So now, all of this, that Ron is seeing all of this extra area, or the majority of it is going to be removed, because I took away the padding and the margin from the form.

I’ll put that code in the chat. Here let me show, I’ll put it here too, just in case Bill, you’re watching this as a replay. This form number comes from selecting the inspector, and highlighting the entire form, okay? [00:50:00] If you just copy or type this in there, it should remove that margin and padding for you. All right? All right, Ben says earlier you mentioned using unsubscribe as subscribe, is that a thing?

Yeah, so there’s a previous office hours where I talk about this, but here’s the genesis of the idea. It was managing [00:50:30] unsubscribes. Did I do that with Mick? I think me and Mick came back. Yeah, this one. I had Mick on twice. Here’s one podcast to listen to. But, I also have an office hours, Ben what we’re doing now, we’re in the process of getting them all transcribed, so that I can easily find them, and get you all these. Oh, look at that, the office hours is here. There we go, yeah these two office [00:51:00] hours. You’ll probably really enjoy these Ben, given your developers mind.

But, essentially what I did was I replaced the unsubscribe link, the page, here let me show you. Definitely look at those office hours, but what I did was this. I should have did save [inaudible 00:51:23]. Here’s what I did, if you go to a list, [00:51:30] right? Here’s what you can do for any list. You can go and select advanced settings, and from there you can go to public pages. Now, you see this unsubscribes? If I select edit, it will allow me to adjust the page, I can modify the page that they see when they select unsubscribe. Okay? So by default, they see this page. What if I didn’t [00:52:00] want them to see this page? I hope I still have Ustan’s.

Okay, look at this. So, if I wanted them to instead, when they click unsubscribe, they will go to this page. A page like this, and the only thing that I will add, this is Ustan’s page. So, he’s using it in a different way, okay? But, I’m just saying if I wanted to, I could add something like right here. [00:53:00] You have been successfully unsubscribed, please update your preferences below. Something like this. All right? Don’t quote me on this. Copy, I hope this saves, there. Right? So it says you have … So now this URL is where they go Ben, when they click the unsubscribe link.

It says, “You have been successfully unsubscribed. Please update your preferences below.” They go here, and in the office hours, I show you how to pre populate their name, their email, and organization, so they don’t have to fill out anything. All they have to do when they get here, is select what type of communication they want, and when they hit submit, we’re actually re subscribing them. Right? So right when they unsubscribe, we’re catching them, and giving them an opportunity to [00:53:30] resubscribe. In what I’ve seen this work, the percentage, because I personally use this too. I’ve seen this effectively save around 3% of my unsubscribes, okay?

If you want, and I think a good expectation is 1 to 3% of your unsubscribes will take you up on this offer, and it’s free, right? You just saved somebody from leaving, just because they didn’t know other [00:54:00] communication that you were sending out, and just didn’t have the option. This is exactly how you do it. Yep, Ben gets it. All right, so do you have to put … Ustan says, “Do I have to put you have been successfully unsubscribed? This is the page,” … Oh yeah, yeah, yeah. So Ustan, depending on how they’re getting to this page, so I have two. Okay?

I think they’re on the podcast, [00:54:30] I have one that does unsubscribes. One that does unsubscribes, and then even though it’s the same form, I have another separate page that does manage preferences, okay? The reason being is because like you just mentioned, if they clicked unsubscribe, I do want them to know that they have been unsubscribed. Right? Excuse me, but that language does not apply to if I just want them to update their [00:55:00] preferences. I actually have two pages, I have one that is unsubscribe, and then one as a mailing preferences. A mailing preference. So that in the bottom of the link, they can click on subscribe, and go to the unsubscribe page. It’s the same form.

Or if they click update your preferences, it just goes to a separate page, but it’s the same form. But, it allows us to give a headline that’s a bit more descriptive, because you always want to make sure people know that they’ve been unsubscribed. Just [00:55:30] to prevent any spam complaints, or anything like that. All right, great. Ustan said he’ll add that. So yeah, that’s it. Ustan, I didn’t put this on your site, if I refresh it’ll go away. Yeah, there you go. Yeah, that’s how that works. So yeah, and everybody, these are things that are essentially … They’re small, right?

Nothing that we talked about is like huge, [00:56:00] like revolutionary. But, these small tactic, strategies, tips, and just understandings of the platform, this is really where the difference is made, right? Anybody can learn how to send an email, right? Anybody can learn how to build an automation that tags somebody, or something like that. But, as your business needs start growing, and you can implement something like a custom unsubscribe page to save 1 to 3% of your leads. I mean, [00:56:30] these have revenue implications. Right?

They all have revenue implications. If we’ve got a big social media presence, and we find a tool that ties in, that we can start tagging people, or scoring them based on their actions on social media, oh my goodness. Right? So, my job, my passion is to keep [00:57:00] the focus on the right things, right, in marketing automation. These, though they seem small, though they seem kind of like oh, well that wasn’t some big old bomb drop. They can have such big implications in the business, right?

Ben says don’t sell yourself short. The last 10% of detail is worth not … Oh, that is a good one. Ben says, “The last 10% of detail is [00:57:30] worth 90% of the cost.” Okay? So, this is how … Listen everybody, this is how you kill the competition. Right? This is how they look at you, and they’re like oh, okay, I see what they’re doing. They think they have you all figured out, but they don’t see the internal notifications that are coming, and you sending out personal emails. When they do see it, they’re like oh, they’re probably going into Gmail, and doing this manually, ha, ha, ha, chuckle, [00:58:00] chuckle, chuckle. They have no idea you have it set up in an automation that sends an internal notification, right?

They don’t know your strategy around the amount of people that are saved with this unsubscribe page. You know, things of that nature, but it helps you be an individual in your marketing, and just blow past anybody who would qualify themselves as a competitor. I have a personal belief that there’s really no competition in small businesses, because there’s so [00:58:30] many needs that go unmet. We could all be operating at our maximum capacity, and there would still be small business owners that need help. That’s just the way that it is.

So, I just like to always focus on, unless you’re a big corporation like Walmart, and Target, who have true competitors, finding a target audience that your message truly resonates with. That’s the biggest thing. Like I said, there’s so many needs in the small business space, that there’s not enough of us. There’s not enough of [00:59:00] us that know how to do automation to help them all, so the most important thing that you can do is provide amazing service to people using a platform like ActiveCampaign, to make sure that your marketing is rock solid, tight, nice and efficient, and grow your business, right?

Grow your business, and if you’re a consultant or developer, help grow other people’s business. So, with that being said, two minutes over, thank you all for attending. We do it all again [00:59:30] this Friday, we do it Friday at 1 PM, bring your questions on the call, or if beforehand you want to make sure you get in the queue, email them to me. It’s all the same, you know me I’m going to not plow through all of them. So, I hope your week has started off well, and I hope that the rest of your week is great.

Ustan, you have a great day as well, Ronald, you’re welcome, Ben, Robin, there’s a few other people that left that I didn’t remember their name. But, everybody thank you for watching, [01:00:00] if you’re watching this replay. Thank you for watching, and I will see you all on the next office hours, which is Friday. Friday at 1 PM.