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Office Hours – August 11, 2017

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

Topics covered in this session:

  • Using an automation in ActiveCampaign to cancel Acuity Scheduling meetings according to meeting type
  • Site Tracking
  • Webhooks

Transcript

Chris Davis: To this computer. All right, let me do this. Let’s not do … Oh, I don’t mean to scare you all with my background. It’s interesting that I thought that was like a alligator eye and so many people have different takes. Some call it one of the dragons from Game of Thrones. Some call it reptile from Mortal Combat. The list goes on actually. Who would have thought an eye, a reptile eye, would be [00:00:30] such a conversation piece? Let me just get everything ready here. All right, there we go.

All right, we’re good now. Tisha, I’m coming straight to your question. All right, okay. I’m going to try to help you out. “Help me address the file in question,” all right. “We can integrate some ActiveCampaign code inside our platform. After [00:01:00] people sign up and become a user on our website, it will automatically be imported to our ActiveCampaign list and then fire up welcome emails. Please note, we are not going to use any AC forms.” I missed the question there. Maybe you’re still typing, but I do get your setup. From what it sounds like is that you have some … [00:01:30] Yeah, Tisha. Just help me out a little bit, because it sounds … Here, I’m just going to repeat what I’m interpreting.

It sounds like you’ve got some AC code by AC code inside your platform. I’m thinking you’re talking about a form code that, after people sign up, I’m assuming they’re filling out that form. When you say ActiveCampaign code, I’m thinking it’s the form code, and when people sign up, they’re automatically as [00:02:00] a user … “When people sign up and become a user on our website, it automatically be imported to our AC list.” Okay, yeah. Maybe your ActiveCampaign code is your site tracking and then you’re using a website form on your website to sign them up as a user. When they become a user, they’re added to ActiveCampaign? Because you say, “Please note that we are not going to use any AC forms.” I’d imagine your AC code is the site tracking code [00:02:30] then if it’s not a form. It’s site tracking and perhaps when people sign up on your website, they are added to your … I don’t know.

Yeah, keep them coming. Keep the texts coming so I can kind of get an idea. What would help me out is if you specify which ActiveCampaign code you’re talking about. It could be site tracking, event tracking, form [00:03:00] code, and API. Those are the five pieces of code that you can use to integrate with a website. Let me know which one they are. As you’re doing that, I’m just going to show you what I mean. It’s either form code like here, where we go and say integrate. It’s either this code, this is one, one bit of code that you could be talking about. The other bit of code is [00:03:30] under my settings and integration, or developers actually. Developer, this is API, so you could have these key or this code integrated with your website. We have forms and then tracking. It could be site tracking or it could be event tracking.

That gives us four, right? Site tracking, event tracking, [00:04:00] form code, and then the API. Let me know which one of those it is, because like I said, it would greatly aid me in aiding you. While we’re doing that everybody, feel free to ask your questions as well. I think I see one. All right, Mark’s [00:04:30] got one. We’ll do some multitasking here, Tisha. I’m just going to keep these tabs open so that, as you continue to explain, I can easily get to each section for you. I want to make sure you get exactly what you’re looking for. This is one, two, three, four. It feels like [00:05:00] there was another bit of code. Site tracking and then form code, yeah, that’s all the code. Just let me know. I’ll keep an eye out on these Q and As for you, Tisha, as you gather those thoughts for me.

All right, Mark. Here, let me put yours up, since I can copy and paste yours. Let me put yours up, Mark, so everybody can see. [00:05:30] Let’s make it a little bigger. All right, and Tisha, I’ve got your questions up. Ron, I see you. All right, we’re off to the races. This is shaping up to be a solid Friday.

All right, “Hey Chris, I want to create an automation, which triggers from an Acuity meeting in Zapier.” Yes. “Sure it’s [00:06:00] working,” oh great, Pamela. Oh man, Pamela. We’ve got a nice diverse group of questions. Love it. Okay, “Triggers from an Acuity Meeting with the Zapier integration. When an Acuity Meeting is canceled, it triggers the automation. My issue is, how do I structure the automation to accommodate the following? I have multiple custom fields with the dates, which represent each Acuity Meeting type. I want to … ” Yes, oh Mark, ” [00:06:30] I want to filter the meeting type, then send an email with the rebook link specific to the meeting type they previously canceled.” Mark, you are in luck. You may be the luckiest person today, because I actually had to set this exact same thing up for myself.

For many of you who don’t know, let me show you. The reason why Mark is lucky is because I’ve already solved [00:07:00] this problem, so I can guide you through it. Given what I know about you, Mark, it is a little technical, but you’ll be able to figure it out. I promise you, I don’t write any code and their documentation was really easy to figure out. Here’s what you want to do, Mark. Oh, but first, let me show you. Everybody, Acuity is an online scheduling platform. You see here in the screenshots [00:07:30] or my screen share, you can set up multiple appointment types. Then they can select which appointment type and get a confirmation. The thing is, it’s synced with your Google or your Outlook or whatever calendar it is, so it automatically blocks off the times that you’re not available.

What I really like about Acuity is this, it integrates directly with Stripe, PayPal, so you can even charge for meetings [00:08:00] online. You can give people one link. They can pick their meeting, if they want to have a consultation, if they want to have whatever type of meetings you have, and they can select it and even pay online. Then it is reserved on your calendar automatically. That’s Acuity. Oh, they’ve updated their website. That’s Acuity and that’s what Mark is using. With knowing that, what you want to do, what [00:08:30] Mark wants to do is, in Zapier, what will happen is Zapier can send over meetings. They can send over meetings, like when a new meeting is scheduled, you can add a tag. Oh, and I think they even have it now to the point where you can specify the meeting. Then that information can all be sent over to ActiveCampaign. That’s good and well.

However, what Mark wants to do is, when he cancels a meeting, he wants them to be able, [00:09:00] first off, he wants to be able to cancel that meeting from within. Cancel that specific meeting from within ActiveCampaign, and then send them a link for that meeting type. Mark, here’s what I did, man. You guys, I can’t get away from it. I can’t get away from it. I’m a WebHooks person. Oh, yeah, copy and paste. [Emron 00:09:27], you keep me honest, man. Let me grab [00:09:30] this and put it in the chat for you, Emron. Of course, there you go Emron, it’s down there. Yeah, no problem.

Here’s what I had to do. You all know I love WebHooks. For those of you that are new, I did a office hours on WebHooks and it is easy enough for everybody to understand exactly how they work. “Bear with us while we [00:10:00] update our website and make things easier to find.” Look, these are all office hours. Wow, we are really moving. Where is it? WebHooks, this one. This one, these little bitty descriptions help. Copy, I’m going to paste this in the chat for you all to watch at your convenience there.

Here’s what I had to do. I had [00:10:30] to … Yep, no problem, Ronald. I had to set up a WebHook, Mark. I had to set up a WebHook. Before the WebHook, let me show you. It’s in my personal account, so I don’t have it on this computer. This is my work computer. Essentially, I created a custom field called appointment ID, Acuity appointment ID. [00:11:00] What Acuity will do, Mark, is through Zapier, when you send it over to ActiveCampaign, you can populate a field with that ID. That ID is critical for you, because you want to be able to cancel a specific meeting and you cannot do so without that ID. Let me just show you exactly what I did.

I went into here. API, [00:11:30] maybe I did. See, this is too technical for me. Oh, no. Maybe I did. No, I did go here. Oh my goodness. Where was it? Mark, oh, I think it was appointments with ID. Nope. I just sent a WebHook, man. It was so easy. I was like, “Oh my gosh.” I won’t belabor the point too much. I can get you to the area. Oh man, [00:12:00] it worked so good, it was dangerous. I actually got cancel happy and started canceling … Oh, here it is right here. I overlooked it. You see this? Put appointments ID cancel. All right, let me put this in the chat for you, Mark. It’s in the chat. What happens is, it’ll take … Where is it? I can’t … Here it is. There it is. I think [00:12:30] it’s this right here. You see this, this put URL? As long as you shoot a WebHook, you throw a WebHook to this URL, but the number one, instead of having the number one, you’re going to have the personalization tag of your custom field that holds the ID.

When you do that, it’s just going to merge that ID type in there and now, whenever something [00:13:00] goes to this URL and has that appointment ID in place of this number one … Here, let me just make sure I’m being clear here. Let me get my annotation, everybody. Okay, this right here, that one. Instead of having one, it’ll be something like percentage, Acuity [00:13:30] ID percentage. That’s what’ll go, right there. When it merges in, whatever appointment type they have, because the ID was sent when they first registered, it’d be merged right in there. What will happen is it will be automatically canceled. The event will be canceled and now you have two. That’s the hard part, right? [00:14:00] Once you get that hard part down, now we can go into ActiveCampaign and be more free. Excuse me. Let me clear that out.

Watch this. Now, one way to do this is you can go in Acuity and have the specific email fire off. You can have the specific meeting type fire a separate [00:14:30] email for cancellations. That’s probably the easiest way. In here, what you would do, this is how you would start it though, Mark. You would do something like, tag is added, cancel appointment. Now, it doesn’t matter where this tag is added, anytime this tag is added, you’re going to send a WebHook. Hey, let’s just do it. [00:15:00] You’re going to send a WebHook here and what this WebHook will do. Then here you would have like personalized Acuity ID, or something like that. Hit save. Now, this is going to fire off and it’s [00:15:30] going to cancel this specific appointment type.

This is the only way you can specify, you can automatically cancel a meeting in Acuity without logging in. This is the only way that I know of, actually. Mark cancellation. All right, “I could create a unique appointment ID [00:16:00] for every appointment type,” yeah. “Which would accommodate one contact having multiple meeting types,” exactly. Yeah, exactly. You could do it two ways. Yeah, you’re right. If one person has multiple appointment types, you can create a ID for each type. If you do it that way, you’d have to have a Zap for each appointment type, which isn’t bad. Me, since in my specific setup, [00:16:30] it’s only really one appointment type that I’m looking for to cancel, so I just have one field with the ID. They only have one appointment at a time with me, so that ID field gets populated when Acuity goes over to ActiveCampaign. Then I just use that same ID when I cancel it through here.

This’ll get you in the ballpark. No, this’ll get you closer than the ballpark. This’ll get you [00:17:00] on a base, Mark. I don’t know if it’s first, second, or third, but it’ll get you on base. Then you’ll just have to do a little testing and tweaking to bring it all the way home, but this is how I was doing it. If you want to, you can even have a form. This, instead of having a tag, you can have a cancellation form where you, especially you, you like to use custom fields for email content. I actually did use custom fields for email content, so the form had their [00:17:30] name, email address. Yeah, the name, I can’t remember what it had, but it had a reason. The reason I typed in on the form was merged into the cancellation email that was sent to them. Yep, that’s how I did that.

All right, Emron. Wait, let me check on you, Tisha. Tisha, let me know. I’m still here for you. I’m still looking at the Q and A. I’m still looking. [00:18:00] Yeah, let me know. Ronald says, “Can this be done without Zapier?” It can, but it’s technical. It can, but it’s technical. What you’ll need Zapier … No problem, Mark. You’re very welcome. What you’ll need Zapier for, Ronald, is to get the appointment in Acuity over to ActiveCampaign. That’s what you’ll need it for. Until Acuity gets a direct integration with us, man, I wish they would honor [00:18:30] that and get a direct integration with us, because things would be a lot easier. Until that happens, you’ll have to use Zapier to do it.

All right, Emron. Where did you go? There it is. Then, Pamela, you’re next. Tisha, I still have you in queue. Let me know when you’re ready to elaborate a bit on your question. Then I’m just going to paste and match here. There it is. ” [00:19:00] Hi Chris, using Divi installed tracking code where Google Analytics go,” yep, “but contact activity has not been tracked. Any suggestions?” Yes. For WordPress and Divi … Well, you know what? It’s not specific to Divi, but in WordPress, I like to recommend people to add that code to the footer. Assuming your Google Analytics is in the header, that’s where most people put it by default, [00:19:30] I would put the site tracking in the footer of that website. Then see if tracking is working.

As I’m saying that, remember here too … Where’s my guide to site tracking? That’s why when this is searchable, it’s going to be so great, everybody. I cannot wait. Every week, they give me updates on what the website’s looking like [00:20:00] and the team is doing an amazing job for this. There it is, A Guide to Site Tracking. Let me put this in here just for your record. Let me say this. Let me put that in there. It’s in there. Emron, there’s also a common occurrence that I’ve seen, is sometimes people use third party software to capture the lead. A lot of times, those third party softwares [00:20:30] don’t submit the site tracking script. Even though they exist in the ActiveCampaign database, site tracking is not enabled because they haven’t filled out a form, you know a ActiveCampaign form. For those instances, the other way to activate site tracking, and that’s why I have this guide up here for you, is by them clicking a link in the email. The two ways to get people [00:21:00] on … I think they’re right here. Yeah.

The two ways for site tracking to be activate are these. They either submit information to an ActiveCampaign form or they click a link in an email. Until those two things happen, then site tracking won’t be activated. If they’re added to your list via third party, it’s up to the third party to ensure that they’re submitting the tracking code. A lot of third parties aren’t doing that by default. [00:21:30] They’re just happy to have the integration up and then they’re off and running to the next one.

“By the way, is AC going to have a direct integration with Instapage? How soon?” Actually, right now, Ronald, we should be integrating with Instapage at the moment. Let me pull up our Instapage account. It’s just that I think we integrate at the list level. Let me see. I know you can add people to a list in [00:22:00] Instapage natively. I’ll show you in a second. I’m pulling it up off screen here just because I want to make sure the data is protected. Integrations, yeah. This is our … Oops, what happened? I can’t [00:22:30] turn that away. Anyways, this is ours. In Instapage, we have connected and ActiveCampaign is connected. I can actually connect multiple ActiveCampaign accounts. How Instapage works is they’re going to integrate at a list level.

Oh, yeah. Ronald says, “I mean so that we wouldn’t have to use HTML.” I mean, you wouldn’t have to use HTML if they submit the tracking, the website [00:23:00] tracking, which by the way, we are in talks with Instapage to getting that added. That way, you can just use Instapage forms, and when they fill it out, site tracking will be added to them. That’s why you have to use HTML forms for right now. Yep, Ronald. We are. We’re in active conversation with Instapage. Hopefully, we can get that pushed out soon.

Then Pamela, where [00:23:30] is it? Yep, Ronald says, “Great.” Pamela, where were you? Did I miss … Here it is, all right. Here, let me put it up. Let me put it up here, Pamela, so that everybody can see, and nice to meet you. I believe this is our first time meeting. We do a lot of these. I see a lot of names. I try to remember them all, but I believe it’s your first. “I’m looking at my site tracking and I’m not sure [00:24:00] it’s working yet. I did copy and paste the site tracking code into the footer.” Okay, great. You already had it in the footer, “But it says my site tracking hasn’t been used recently,” okay. “Make sure you have added … ” Okay, all right, and the domain white listed, yes.

Hey, Tisha. I see it. All right, I’m coming to you after this, Tisha. Thank you. Thank you for taking the time and simplifying the question. I’m coming to you in a second. Let me make sure a new question, Pamela. Oh, okay. Pamela [00:24:30] says, “I think you answered the question. Unless they fill out a form or click on a link, they won’t. I think someone did click on a link in an email.” Yeah, so here’s what I would do. I always do this when I’m setting up a new ActiveCampaign account. I’ll go in here and the first thing is I’ll put the domain here. PamelaJohnston.com, love the last name. Got it right, great. [00:25:00] Add it there. Then I’ll grab this code and put it in the footer. Those are my first two steps.

Then immediately after that, before I do anything, I go to forms. You should always have just like a basic test form in your account. Like, I would set up a test list and then have a test form, so that you have a place to add people quickly when you’re just testing stuff out and you don’t have to run the risk that they’ll get the wrong communication. [00:25:30] Anyways, I would go to one of your forms, not Jamila’s, hers is special. Olicar, and do preview, and then fill it out. Fill out the form and then when the contact is added … Oh, I missed it. I missed a step. I would fill out the form. In fact, no. Here’s exactly how I would test it. Just follow me, everybody. I would go to integrate, and then I would go to link and grab the form code.

[00:26:00] Open a new browser. If you’re on Chrome, if you’re using a Mac and you’re using Chrome, a lot of people use Chrome, I would open up Safari. Not in private mode, not in incognito, just a new browser, because that’s going to serve as like a new IP address for ActiveCampaign. Then fill out this form. I would go into Safari. Matter of fact, let me just do. Here I [00:26:30] am in Safari. I paste the link to that code. Then I would fill it out. Fill out this form. Then right after I fill out this form, without closing the window, I would navigate to your website and go to a couple pages on the website. Then go into your ActiveCampaign account and make sure that it’s tracking. If that works, if you take those steps and the tracking works, then whichever contact [00:27:00] the tracking wasn’t working on, we can now look and see what case was applicable to them that the site tracking wasn’t working.

I’m not saying that like you’re doing something wrong, Pamela. You may be doing everything right and it may be something on our end that we just overlooked. The only way to tell is to make sure that you fill out a form yourself in the new browser, and then go to your website right after you fill out the form and see if those pages [00:27:30] are being tracked. That’s the for sure way of telling if your site tracking is working. That’s exactly what I would do.

“Do you need to add the WWW dot version also? I was told you do.” I guess it’s safe. Mark is saying here in your … Where did I go? Did I get out of it? I always do that. I always leave the setting. Mark is saying here, [00:28:00] just to be safe, to add WWW in the tracking. Oops, did I not do tracking? In here, I think this is going to really … Like www.ActiveCampaign.com. This is really going to depend on your website. My personal site, I don’t use WWW. I just have it as what it is. The best way, here’s what I recommend. I think I can pull up Bill. [00:28:30] Did I go to Bill’s? Hopefully it pulls up. Come on Bill. Bill’s not on here but he would be glad I’m going to his site, but I don’t think it is. Who else do I have on here? Oh, this was another Pamela, unless this is you. Pamela, I don’t think this is you. Johnston, no. Okay, there we go. It’s another Pamela.

Here’s what I would do. I would just highlight [00:29:00] whatever the URL is here, copy it and then go into ActiveCampaign and paste it, just to make sure. Now, paste it there. Let’s see. She’s not using WWW dot, so she should be fine. Okay, all right, great. Pamela said, “This is the first time.” Great. I’m glad I was right and I will never forget you, just because I particularly like your last [00:29:30] name. That would be the best way to ensure you have the right domain. Literally copy it from your URL and paste it into ActiveCampaign. Let me make sure I did that. There it is, all right. Pam asked me … I don’t know. There’s just certain names that just kind of have a ring to it. [00:30:00] I have no idea. Maybe because it’s unique. Most people are expecting Johnson and then you slide the T in, I don’t know. She says she likes her last name too. Good job, parents. Good job.

All right. Tisha, all right, great. Tisha, we’re going to nail this. Then [Rosalyn 00:30:19], hey Rosalyn. Welcome back, Rosalyn. We’re going to get you squared away too. No, the teacher can’t mess up the T. [00:30:30] That should be a rule. Pamela says she had a big argument in fourth grade with her teacher about the T. That’s just wrong. You just can’t. That’s wrong. Anyways, let me continue.

Tisha, okay. “What I meant to ask is, is there a way we could fire a trigger welcome email directly from ActiveCampaign after somebody signs up to become a user on our platform?” Let me put this here, [00:31:00] Tisha, question. Sometimes these visual aids in the video, when you see that I’ve changed the notepad to a particular question, they serve as time marks. Tisha’s question is … Alright. Okay.

Let me start over. “Is there a way we could fire a trigger welcome email directly from ActiveCampaign after somebody signs up to become a user on our platform?” [00:31:30] Okay. Tisha has a platform. They sign up on the platform. She needs, at that point, that information to be passed over to ActiveCampaign. “Here’s the process we plan to do. We send out some cold emails via ActiveCampaign just to test the waters. Some people decide to sign up and become a member on our website using our sign up form.” This is a form that exists on their website. This is not an ActiveCampaign form. ” [00:32:00] Then, ActiveCampaign automatically stores the contact who signs up on our website.” In parentheses, “We will put a subscriber tag on them. Then those who are tagged as subscriber will automatically receive a confirmation email if we use double opt in, and then a welcome email.” Nope, [00:32:30] all right. I got it. I got it, Tisha. This makes sense to me.

Essentially, Tisha, you have a platform with a form on it. In fact, let me just illustrate it real quick, just so nobody is lost. I think I go here, new share. Let’s see if this works. All right, great. You all should be seeing a whiteboard now. Anyways, this is [00:33:00] you have your platform here. I’m sorry, everybody. I’m a little OCD. I don’t like thin lines when I’m annotating on the screen. Oh, that’s crooked. That’s all right. You have your platform here, okay? On the platform, you have a form. When they fill out this form, you [00:33:30] then want them to be added to ActiveCampaign, and actually a tag is going to be applied here. This tag is going to start an automation. I don’t want to … Okay. The tag is applied when the form is filled. Then send them to Active [00:34:00] Campaign. Then within ActiveCampaign, they receive their email, the welcome email. This is what I understand to be happening, Tisha. This is very clear to me.

What you would need, the key here is this. This is the key. Actually, these two. That purple is going to be [00:34:30] our integration question. I need to know … Oh man, it looks like I’ve got kindergarten writing. I need to know what your platform is and how … You know what? I don’t even need to know what the platform is, as long as that form is applying that tag, the form within your platform is applying the tag. I’m going to assume that it is. I’m going to assume [00:35:00] that your platform is applying the tag, so as of right now, that’s working. The tag is being applied and they’re being sent over the ActiveCampaign. What you want to do is, upon entering ActiveCampaign with that tag, you want to send them a welcome email. Let me just show you something really quick. Desktop. In [00:35:30] ActiveCampaign, you’ll have tag, and I’m just going to call it new subscriber. It’s going to run once, because for this tag, I’m going to say you only become a subscriber once. Then it’s going to start this automation. Then you’re going to send them [00:36:00] a welcome email. Welcome email, okay? This is the exact setup that you want. Name is Tisha Welcome.

This is the exact setup that you want for … Except you said double opt-in, okay. [00:36:30] This is the ideal setup. Now, if you want to use double opt-in, remember everybody, double opt-in only exists at the form level. When you’re filling out a form and you go to edit, this is the only time clicking on form action is where you can turn double opt-in on and off. What that means is that if someone is added directly via a tag or through the API, like you’re doing with this tag, Tisha, [00:37:00] that means they are not going to get a double opt-in confirmation email. They’re just going to get this email. Now, if you want to, you can make this email serve as the double opt-in. Here’s a easy way to handle a manual double opt-in, everybody. This is the easiest way.

This tag is added. You want to have a tag, [00:37:30] excuse me. You have a tag that says unconfirmed or awaiting confirmation. We have a tag immediately that says awaiting confirmation. They get this welcome email. For now, this serves as our confirmation. This is going to be nice, opt-in email. This is going to be very simple but [00:38:00] powerful. We’ll send them this email that says, “Hey, we have you as a subscriber. The activate your account, click here.” If we’re saying activation, then the name of this would be awaiting activation. Let me just make sure where it exactly … “[inaudible 00:38:23] the tracking, why do I have to … ” Okay, all right. I’ll come to you in a minute, Pam. I see everything, or Pamela, [00:38:30] I see everything. Now we’re going to say awaiting activation, Tisha, all right? Let me know at any point if this is confusing to you, Tisha, because I really want you to get this.

The tag is being added from your platform. They come in here and we immediately say we’re awaiting activation because they can’t come in activated. You said you want to use double opt-in. This is only if you want to use double opt-in. If you don’t want to use double opt-in, you just delete this and they can come in as activated. Now, we have this tag that says awaiting [00:39:00] activation. Everybody, you can use this for any time you want to confirm somebody, confirm a contact that’s being added another way than a form. All right? They get this welcome email. Now, what we’re going to do is we’ll have a condition that says wait until specific conditions are met. What we can do is actions clicked on a link in our welcome email and we could specify the link. If I had a link, I would specify that link, right? [00:39:30] Then hit save. Okay?

You see at this point, they’re going to come in, get this email, and they will not be able to proceed until they click the link in that email. They’re just waiting here. Then upon them clicking the link, what we’re going to do is remove the awaiting activation. We’re going to remove that [00:40:00] tag. Another good way, here, this is a good time to differentiate the difference between tags and custom fields. The better way, this is the way that I like to do it, everybody. If I do a radio button and say activation status, awaiting, activated, and we’ll say deactivated. [00:40:30] Add that custom field and now I’m going to hit refresh. Now, instead of having to add and remove tags, and then like if I use tags, I have to do this, everybody. Then I have to add a tag activated. Then from that point on, I can let them progress to whatever the next workflow is. Here it is, basic followup.

[00:41:00] As it is now, the subscriber tag is added from the platform, from Tisha’s platform. She’s awaiting activation and sends them an email. Until they click on the email, they cannot proceed. Once they click on the email, they proceed. We remove the awaiting activation. Add the activated tag and then allow them to go to the followup. This can be shortened if, instead of tags, I go to contact, update contact, [00:41:30] and activation status comes in as awaiting. This removes the need to have to tag swap, because you saw I needed three tags total, three tag actions total. Now, after they click, instead of removing the tag, I just update that custom field, activation status to activated. There we go. Then I don’t need this. I get rid of two [00:42:00] tags and three tag actions in an automation just doing this.

Now, to me, this is a lot cleaner. They come in and their activation status is awaiting. They get sent the email. They wait until they click the link in the email. Then the activation status changes to activated. Then they get the basic followup. The first email in that followup, Tisha, would be the welcome email, the official welcome email. This email, essentially, is like the confirmation email. I [00:42:30] say welcome email. This serves as our confirmation opt-in. This is how you would do it, Tisha. This is exactly how you would do it. The only thing I need to confirm is that you actually have this tag being added from your platform. If your tag is being added in your platform, this is the very automation that I would recommend. In fact, I’m going to put this in the chat for you to import if you want to. [00:43:00] Copy this. In the chat, I’m going to call it Tisha Activation Email. Activation, automation, and it’s in the chat now. All right? Let me know if you have any questions on that, Tisha, at all. Let me know.

All right, [Rob 00:43:22], okay. “What if the person never clicked on the confirmation email? Nothing is going to happen, right?” You are absolutely correct, Tisha. You’re absolutely [00:43:30] correct. Nothing is going to happen. They’re stuck here indefinitely. Now, here’s what we can do. Here’s version two. Everybody, watch version two. Then, Rosalyn, I’m coming to yours. All right?

Version two would be, I want them to wait for up to one week. When you put a time limit on a wait until, it acts as a either or. They’re going to wait here until they click [00:44:00] or a week, whichever happens first. If they don’t click, they’re going to wait here for a total of one week and then they’re going to proceed. If that’s the case, we would need to have an if else that looks at their custom field. Type in activation status. No, no, I’m sorry. I don’t want to do that. I want to say actions, has clicked on a link in the welcome. [00:44:30] If they have, then the yes path is they’re going to have all this. If not, if not, then we can do a followup for the people who haven’t taken action within a week. Maybe you want to send notification to somebody internally to say, hey, somebody subscribed but didn’t activate their account or they haven’t clicked the link, or maybe you just want to send them a reminder email from here. Say, “Hey, you didn’t click. What’s going on?” You could do that through [00:45:00] the no branch. This would be version two if you didn’t want them waiting indefinitely here. That’s one option.

“What do you mean by activation status? Is that the same as subscribe?” Yeah, so I made this up. I made this up, Tisha. I’m not saying you have to use it at all. All I was saying was, if you wanted to use double opt-in, then essentially, because double opt-in is tied to the form, you can’t have double opt-in with a tag starting automation. [00:45:30] I came up with the terminology activation status. It doesn’t mean anything except, for this example, I wanted to show that they’re not ready, like they haven’t clicked a link or they haven’t confirmed. This could easily be confirmation status. That probably would have been better, for me to name it confirmation status. It’s awaiting until they click the link in the email. Once they click the link in the email, then their confirmation status could be changed to activated [00:46:00] and then they can proceed through. We’re using the first email that we send to get them to engage. If they don’t engage, we’re going to do something else.

Ronald says, “I removed them from the list if they didn’t confirm or click link.” Yep. Yep, Ronald. Absolutely. It’s up to you as far as how much time you want to wait before you unsubscribe them, but if somebody takes action, like registering [00:46:30] for your platform, Tisha, or downloading something, and they don’t take any action within like a week, they’re not serious. It’s going to be very low chances that they’ll engage later in the future. This is only because you mentioned you’re doing double opt-in. If you weren’t doing double opt-in, you don’t need any of this. In fact, if you’re not doing double opt-in, I could delete all of this and this is what it would look like. Let me just say Tisha welcome [00:47:00] double opt-in. This is what it would look like without double opt-in. Everybody, I’m coming to you. Tisha no confirmation, if we did no confirmation, I don’t even need this. I don’t need this, [00:47:30] I don’t need this, and I don’t need wait until. This is what it looks like if you don’t want to use double opt-in or confirmation, okay?

“Can you send me both links, double … ” Yep, of course. Of course, Tisha. You’re very welcome and I am sending you this one right now. Tisha [00:48:00] no confirmation, share, all right. Sending you this one now in the chat. You’re very welcome, Ronald, as well. Tisha no opt-in, there. It’s in the chat. All right. Thank you so much for clarifying that, Tisha, because I feel like you’re [00:48:30] getting the help that you need to continue to move forward.

All right, Pamela. Oh, Rosalyn. I didn’t want to miss yours. All right, [inaudible 00:48:42] originally, okay. This is the one in the chat. Let me see if it’s in the chat I can copy and paste it. Rosalyn, oh here, it’s the WordPress one, right? Okay, great. [00:49:00] Emron, I’m putting this in the chat for you. Then let me put it up here. This is Rosalyn. Edit, paste and match styling, boom, all right. “Chris, I’m working on a WordPress based closed platform that does not accept the WordPress plugin.” Those tricky platforms. “I can add AC with the API, javascript, [00:49:30] or HTML. However, to allow to add people to the AC list … ” Okay, she can add people to AC using the API, javascript, or the HTML. “What am I missing by not being able to integrate the plugin?” Oh, Rosalyn, you’re not missing anything. Did I hit enter? I didn’t hit enter. There it is, Emron. Sorry about [00:50:00] that. You’re very welcome. Yeah, you’re not missing anything with the plugin.

Here’s what the plugin does, everybody. When you install the WordPress plugin, it’s adding site tracking and giving you the ability to easily import and display your forms. It’s a convenience play for us to make it easier for you. However, if you do it like you’re doing, Rosalyn, if you go on there and you’re using the simple embed called the javascript or the HTML, [00:50:30] and then you already have the site tracking in the header file, you’ve essentially manually done what the WordPress plugin does. You’re not missing anything. In fact, you have all bases covered if you do it that way, all bases covered.

We’ve got more people coming in. Welcome, everybody, as you get in. Get your questions in there, everybody. I’m going to stay today until we answer [00:51:00] them all. Okay, Mark said … Oh, Mark has a reply to you, Tisha, as well. “If platform is only list-based, you can create a separate list to handle this part.” Yeah, yeah. Mark was saying, if your platform … No, she said it integrates at the tag level, but yes. You could use one list for people who subscribed and then another list, and move them over to another list after they subscribed and have taken action. [00:51:30] Pamela, I thought I saw something from you. Hey, Pamela, did you get it figured out? I know you said you were seeing two ActiveCampaign accounts in Zapier. Let me look at your screenshot. You’re seeing two, yeah. I’d disconnect one of them. In fact, you may want to disconnect both of them and just reconnect your main one.

“How do you know which one [00:52:00] to disconnect?” I don’t know. I really don’t know. I’m not sure how you added them. Just make sure next time when you add it, change the activate campaign account name to like Pamela Main or something like that. I’m not sure how you would know. “It looks like I have two login IDs and passwords.” Oh, interesting. “Can you send me both links?” Yep, let me make sure. Okay, [00:52:30] let me make … Yes, okay. Okay then. Okay, all right. All right, I got you. “I filled out the test form and navigated to my website. Now, I don’t know what I’m looking for.” Oh, this is what you’re looking for Pamela. I don’t have it on my … I don’t have site tracking on this one because I couldn’t put it on the website, but essentially, once you filled out the form, what would happen is right over [00:53:00] here, you’ll see their website activity on the specific contact.

To get to the contact easily, click on the ActiveCampaign logo. Then you’ll see the most recent people who opted in. You click on there. This one would be you. Then you go here and you’ll be able to see on the right side all of their activity. If you don’t see that they visited a website after you filled out the form and you know you went to a website, then something isn’t [00:53:30] working properly and we need to get the support team on it. Okay, great. Pamela says she gets it.

Tisha, “Chris, appreciate the wonderful insight.” Oh, yeah. You’re very welcome. “Last question. Can you explain the main part? How are we to connect to our site, connect AC to our site sign up form?” Okay. “Once somebody signs up, we will immediately include him and her to our mailing list and then label a new tag. Is it through the ActiveCampaign tracking code or the event [00:54:00] tracking code?” All right. Tisha, this is where I would need to know your platform. It really depends on the platform. Like Rosalyn is saying, she’s using a platform that’s closed. She can’t. She can’t integrate this closed platform with ActiveCampaign directly. She’s using the HTML from ActiveCampaign to do it. From you, it sounds like you’ve got some form of membership site [00:54:30] set up. What you’ll want to do is make sure that that member … Is this WordPress based, Tisha? Is it WordPress based at all? Let me know if it’s WordPress based, because that will make things … No, it’s not. All right. It would have made things easier.

What you’re going to have to do is you’re going to have to have some form of custom code. Here’s why. On your website, on your platform, it has its own form that people [00:55:00] fill out. When they fill out that form, you need some way to communicate to ActiveCampaign. If your platform doesn’t integrate natively with us, like directly with us, you’re either going to have to rely on Zapier or you’re going to have to hire a developer to code that WebHook for you. “I would need to connect with the technical side of the team,” yes. Yes. Tisha, here’s what I want you to tell them, okay? When you’re talking [00:55:30] to the tech part of your team, I would recommend that you tell them you’d like a WebHook. The reason, everybody knows I love WebHooks, but the reason why I recommend a WebHook is because they’re the most flexible way to send content from one application to the next. In fact, most of the integrations you all are witnessing or using right now, they’re using WebHooks.

Tisha, when you talk to your tech team, tell them and say, ” [00:56:00] Hey, when someone registers for my platform, from this platform, I need to send the contact information to ActiveCampaign using a WebHook.” Right after that, Tisha, they’ll probably ask you, “What information would you like to send?” All you need is the email, but if you’d like to send the name, send the name too. The email is the most important part. It will not work without sending over the email. You say, “Hey, look. I need to send [00:56:30] over the email.” That should give your technical team enough guidance and they could take it from there. They’ll probably be off to the races with that one. Okay?

All right, Rosalyn. “Hey Chris … ” Oh, let me, I didn’t update here. We’ll do back to Rosalyn. I’m practicing this. “Hey Chris, is there a way to CC someone on the emails that I send from AC? If not, is there a way that I can BCC [00:57:00] in a saved response email or some other predefined setting?” Not at the moment. Not at the moment, Rosalyn. Not at the moment, you can’t CC or BCC. What you can do is … “You can use the plugin for Gmail, it will … ” No, not right now. There’s not a workaround at this point.

Tisha says, “Okay, I got you. They need to come up with a customized [00:57:30] code.” Yes. Yes. The customized code will be the WebHook. Right. Exactly. Depending on the platform, if you want to email me the name of the platform, I could even pass it internally and see if there is already a connection out there. Sometimes you’d be surprised at people who have things working and, for whatever reason, don’t publish them, but we know internally. If you want to email me the name of the platform, I can just do a quick search internally and make [00:58:00] sure. Yeah, the customized code that you want your team to develop is a WebHook from your platform to ActiveCampaign. That’s exactly it.

Then, Ronald, you had a question. Ronald, “Chris, if you have time, could you show me how to move from one list to another list?” Yeah. Here’s how I would recommend doing it, Ronald. I feel like I have a automation with you. There we go, Ronald response. Before I do that, let me [00:58:30] say, “Chris, was there any new functionality released in the last week or two that I may have missed?” Emron, the week before, we talked about saved responses. We made some updates to the email builder, just to make things a bit more smooth. No, no big updates in the last two weeks that you may have missed, Emron. You’re right up to speed. You know what? I’m glad you asked that. I’ll make sure that I [00:59:00] include the updates at the beginning. That’s a really good … Let me just make a note really quick. Emron, that is really good. Really, really good. Let me just make a quick note to myself. Oh my goodness, not that. That is not what I wanted to do. New updates, I got it. Emron, next time we’ll be good.

Oh yeah, Ron, to move them between a list, let’s say this, contact [00:59:30] subscribes to list. They get this welcome email and we’ll just do kind of like we were doing with Tisha. Was that Tisha? Yeah, that was you, Tisha. Actions, has clicked on a link in the welcome email and your welcome email up to one week. You send the welcome email, [01:00:00] wait to see if they click a link. If else, actions, click the link in the welcome email. If yes, proceed, if no, at that point, you would do contacts and unsubscribe. That’s how I do it. They subscribed to a list and, actually, I would unsubscribe them from this same list. [01:00:30] If they don’t take action, you’re going to unsubscribe them. If they do take action, you’re going to subscribe them to your main list, right? Like the main list. That’s how I would do it if you were using lists. This is exactly how I’d do it.

They subscribe to a list, starts the automation, get an email, wait til they click. After they click or after a week, whichever one happens first, hey, what did you do? We’re going to check and say, what’d you do? Did you click on a link? You say yes, okay. You’re going [01:01:00] to my clean list, like my ongoing communication list. If not, it’s been a week, you haven’t done anything, give them the boot. Go ahead and kick them off. This is how I would have it set up. Yep.

All right. I think I got it all. We picked up some steam on that one. We got through a lot of questions, everybody. We got through a lot of questions. [01:01:30] Hey, one thing Mark has in the comments. You all can see it because he has it to attendees, but I just want to make sure. Everybody is worth being heard. He said he’s discovered if the client or you have security software, it can block the link click tracking. He created a backup automation which triggered on the thank you page of the URL. Yeah, that’s a good point, because depending on the nature of your [01:02:00] business, you could have a firewall or you could have some security that does take away, that blocks the link click. In that case, it would go unseen to us. Great point, Mark. Great point.

All right. Thank you, everybody. We’re seven minutes over and thank you for hanging in there with me. You’re very welcome, Emron. Always good to see people returning. Ronald, thank you. Pamela, thank you. [01:02:30] Your fourth grade teacher, he or she gets the virtual fist from me right now. This week, oh. Mark, we’re going to add that too, the big takeaways. We’ll add that too. Mark says, “This week, discovered the percentage in an automation and not accurate in looping … ” Oh my gosh, right. In looping automations, because it’s one contact going through and through and he’s just racking up [01:03:00] conversion percentages. That’s a good takeaway, Mark. Let me see hear. Yes, you’re very welcome, Rosalyn. “Chris, I got your email address. Will update you.” Yes.

“Thanks a lot for today. We will get a copy of this video recording, right?” Yes, Tisha, you will get a copy. My team member is out today, so she will be uploading it on Monday, if you can bear with me over the weekend. Yes, the recording will be up, Tisha. I’ll be looking for [01:03:30] your email address. Everybody else, first off, thanks for coming back. Everybody new, I am so privileged, honored, happy, excited, elated to meet you. Thank you all for participating. Those of you who dropped in, looked around, and those of you who are watching the replay, thank you.

Make sure you all have an amazing weekend. Fall is coming, so enjoy these last summer days if you’re in the US. Just [01:04:00] take some time this weekend and unplug, everybody. Me personally, I find walking, getting some fresh air, refreshes not only my mind, but also gives me a little bit of exercise in there. Yes, Mark, cheers to you as well. Be safe. The most important thing is be safe. I want all of you back next week, selfishly back and in full functional means, fully functional means. With that being said, everybody have [01:04:30] a great weekend. Thank you. We do it all over again next week, Tuesday at 10:00 AM Central, Friday at 1:00 PM Central. Feel free to come back as many times as you please. Farewell to you too, Pamela. I’m signing off and see you guys next week.