Office Hours – August 15, 2017

Recording of Office Hours hosted by Chris Davis on August 15, 2017.

Topics covered in this session:

  • The “Recent Activities” feed on a contact’s profile
  • Adding notes to automations and from a contact’s profile
  • Button and hyperlink click tracking
  • Using naming conventions to more easily measure your marketing


Chris Davis: All right. We are ready for the questions. I just want to again welcome everybody who was on for the first time. I won’t embarrass you or call you out by name but I do see you. Welcome. Feel free to ask any questions. To everybody watching the replay, thank you as well. I will be using this notepad over here to keep things synced up [00:00:30] so it’s easier for us to apply the timestamps and everything. I’m trying to make this as efficient as possible for those of us who are live and watching the recording. From the emails, let me see, I don’t have any question from emails which is good.

Here’s one from Mark, I’m going to post up here. Let me say Mark here and then pasting my … remember everybody, [00:01:00] excuse me, we do not … myself nor any attendees, this is a no judgment zone. If you have the most basic question, feel free to ask it. Everybody is that there are different place as far as their familiarity with marketing automation and ActiveCampaign so don’t hesitate to ask any question even if it’s just like what is a tag, how do I apply a tag. There is [00:01:30] no stupid question because every small question seems to unlock a much bigger door of understanding for everybody. I do encourage you all to ask questions. Use the chat, it’s like a notepad.

If you want to just jot down things while I’m going through the application like, hey, I wonder this, I wonder that. Even if I’m answering it or already answered it, it’s just good to get your thoughts down. Feel free to use the chat specifically for that. [00:02:00] The first one here is, is there a way to get recent activities to show chronologically when multiple things happen at once. Add short delays in … yeah. I believe Mark, you’re talking about this. Phil s is my fictitious twin brother. These all happening, these displaying in chronological order in terms [00:02:30] of when they happen.

Because oftentimes, you’ll see if something happens at the same day. It will show as they enter this automation but it doesn’t always necessarily show the order in which they’ve entered it. It would just say, if you click the link that started an automation, it may show the automation started before the link clicked. As of right now, Mark, know there is no way to show it in chronological order. [00:03:00] The best that you can do is just use the filter. The filter seems to be a bit more accurate as far as the order in which things happen. However, we … how can I say this? Well, I’m going to say it anyway, I can’t. Let me just say this, I can’t say it. I’m sorry, I can’t say anything. I’ll get in trouble.

Things will be better, how about that? Things will [00:03:30] be better going forward with the tracking and the ability to see what has happened in the order in which it’s happened. Yeah, I’ll to put it like that, just bear with this while we do that. I don’t know if any of you knew that you can sort this view because I don’t know about you. It may not be in this account because this is a test account but as people start doing lots and lots of stuff … let me see if … yeah, you [00:04:00] see that? Some of them start getting collapsed. It’s easy to scroll over things. If there’s a specific activity that you’re looking for, feel free. If I want to see every website visited which should be … no, look at that.

Well, do I have site tracking on? I do have site tracking on this website. I should use that website for site tracking in this … oh great. I forgot I put site tracking on this website. All right, [00:04:30] now I can see all the pages he’s visited. Just that alone, you may want to go in and just look at the emails that you’ve sent and deselect that. Now, you can see all of the emails. The filtering it with that dropdown allows you to more easily see exactly what’s going on. Danielle. Hey, Danielle. Yes. If you have any question with site tracking, let me [00:05:00] know Danielle. I’m here for you. Mark said, “I just discovered if you hover over the number of days, you get the exact time.” This is true.

This is … and you know what, there’s two ways. Hey, Mark. You just made me think of something. There’s two ways to make sure that you … to give you granularity as far as when things are happening within ActiveCampaign. Mark, [00:05:30] just uncovered one of them, okay. If you hover the time like we are here, the date or the days, it will show you exactly when it happened. Here’s another thing, I did not originate … this idea did not originate from me. I would love to take credit from it but this was actually … who did I see do this and I was like, “That was genius.” I think it’s Barry Moore. I think Barry Moore in Automation [00:06:00] Nation share this tip.

Because a lot of people and remember everybody, I like to put in asterisk for now after the statement. A lot of people would like to see when a tag was added. Tag time stamping, okay. A lot of people are looking for that. The reason I bring it up is because of this. This is going to go beyond tags. I’m just [00:06:30] using tags as a means of showing you. You see, when Mark said if you hover over, you can see the date here in the recent activities. You can do the same with automations and you can even get some data on the list. Look at this. Watch this, I shouldn’t have put a fill like that. Alex had some tags.

Watch this. Remember, this is an asterisk as of now. Look [00:07:00] at what happens when you hover over a tag, see that? If I wanted to know when was this tag apply, there is no means unless I want to go into the specific automation. If I go into the automation … maybe this has a tag, we’ll see. If I go into the automation itself that has a tag, I will be able to hover over to the right of it and [00:07:30] it will show me when the step was completed. That’s one way. Here’s a way that I found that people were using that I liked, I liked a lot. In fact, let me start into automation here.

I want to equip you all with this because keeping a record of what’s going on is critical even if you know. This week, I implement at least going for myself and what I wanted to do, I just wanted to count [00:08:00] the amount of days it took somebody to complete a particular sequence. I’m just capturing data at this point. I want to see, what’s my close rate of a specific automation flow within ActiveCampaign? I’m just using list going for that. Whenever someone has a particular tag, I can go and look and see what was, how many days that it took them. I can now export that contact [00:08:30] data and use Google sheets or something like that and get some graphs and charts going on or what not.

It’s always good to keep track of when things are happening, all right. That is very important when we talk about marketing automation, tag, stamping. Let me be consistent, time stamping. These are a lot of things people may overlook like when you first get started with marketing automation, it is. It’s about sending emails [00:09:00] and site tracking and getting all these but sometimes it’s the basic things that are overlooked that can be extremely helpful and powerful. I’ll call this my test tag. What I want to do is I want to know, this is an important tag. I’m using a tag. Remember, this can apply to any action within the automation builder.

Any of these actions here if we wanted to … I mean, [00:09:30] I guess the web hooks and all of those, they actually do timestamp. What I’m saying is, any action that you want to timestamp or note, let’s say note, note is a better term, any action that you want to note on the contact record because you may have a time where you’re looking at the contact record and you don’t want to jump into the automation. You just want to see all of the information on the contact record. That’s what something like, this is good for that I’m [00:10:00] going to show you. It’s going into contacts and adding a note.

One of the things that I’m proposing is being able to use personalization tags in the note because it would allow me to … just we do an internal notification, you can now merge data into the note. This is going to be a note that appears on the contact record. Now, watch this. Test tag was added on this date. [00:10:30] If I just do that simple automation, less activated and what will happen is this. There it is. Let me add my test person to here … oops, test, what did I call it? I think I call [00:11:00] it timestamp. Tag timestamp maybe, there it is. Then I hit okay now. Now, I should … let’s just wait. I think I activated it, we’ll see. We should see the activity over here. There it is, all right.

Now, when I refresh, what will happen is I do have the tag. I should have the tag, test tag. I would love [00:11:30] to know when this was added. I can go over here, test tag was added on this date. What can I do? I can now leverage what Mark has brought up, hover over and that is when the tag was applied. Now, I don’t have to jump into the automation. I don’t have to browse around. This is really helpful. Like I said, I saw it on Facebook but then I started looking deeper into it. I looked into our [00:12:00] ActiveCampaign account and us internally, we use notes too. It’s just a quick means of communication. There’s a video, I don’t know if you all have seen our new video.

It was about the three steps to building your first automation. In there, at the end, I make a joke about your future self and present self. As funny as that sounds, very much is true. I’m always thinking what [00:12:30] can I do right now to better help and assist the me of tomorrow, that’s not going to remember any of this stuff. When you’re building out your automation, you’re in the peak of it, everything is just clear. You’re like, yup, if they do this, go here, I’m going to start this automation tag now. Then you comeback two weeks later, it doesn’t even have to be two weeks, it could be a couple of days. You’re like, what happened again?

When lead start coming in and you’re looking at the contact work and you’re like, what does this tag [00:13:00] mean again? You can never … these are free assets, adding a note, tags and all of those things. These are free assets that you have to help educate the future you because that’s the goal. You want to build a system that’s free flowing and operating that’s easy to maintain, operate and train. Maintain, operate and train others on using so the [00:13:30] more your automations read like a book in the contact record reads and shows important data in a way that is easily understood, that you’re winning. You are winning so use these tools as much as possible through there.

Yes, yes. Mark, I did email you. I hope you got it. I replied to your email regarding custom fields. I hope you got it. Let me know if you didn’t get it. [00:14:00] Adding notes … Mark has a comment. Adding those is great for CRM related automations when you need to call people. Yes, I agree, I agree. I don’t know how heavy you all use the CRM but I use … if I’m calling somebody, if I’m having a conversation with that person, I will use notes religiously. I put all the notes right here on the contact record. More than likely, I’m calling [00:14:30] regarding a deal though like this speaking gig. Then I will put notes right here.

Here is something that may not be clear because it doesn’t really change much as far as visually. You see here, if I … okay, if I do notes and I’m on the deals, this is going to be a note specific to deals. Let me just do this. [00:15:00] If I add it, this note is now going to be attached to this deal on this tag. If I go to personal information, although this bar looks the same, it’s not the same. You see that? These notes are specific to the contact record. If I click add note, although it looks the same … contact record, if I add it, it will show here specific to contact [00:15:30] record. You see that? This note is going to show on the contact record. If I go to the deals, I’ll have my note specific to the deals.

On the right hand side is where I see all of the notes. You see that? I see my deals note right here. I see my contact note here and then my contact note here. You know, what will be good is if maybe we change the color of deal notes [00:16:00] because how would I know if that was … I mean, yeah, it will show me the name of the deal here. This is the name of the deal, all right, yeah. If I was on a personal contact record and I click this, it should take me to the deal, yeah, all right. It will be nice though just to have a different color for deal notes. That’s something that you … Mark, agrees. If you’re automations for others, these tags are … yes, [00:16:30] yeah.

Mark, I didn’t even think of that but as we’re talking about notes and where I’m showing you how to update automations with the notes to be shown back on the contact record. That is a great point that if you are an implementer and you’re building for someone else, this is how you make the owner or the top marketer or whatever, that’s how you make it easy for them to understand what’s going on, [00:17:00] adding notes. Anybody can come into a contact record, see some notes, hover over the time and get the information they need and move on, great point, great point. Let me see, I’ve got a question up here.

Hey, Ronald, all right. Ronald says … let me put you up here Ronald. Is clicking a button or a link considered the same action? Yes, [00:17:30] yes. Okay, hold on. Let me read the whole thing. Is clicking a button or a link considered the same action? If any link, what if I have two [00:21:00] links in an email but only one qualifies for subscribed, would any link be the right action, clicked on link? Yup. Click on link or button and download free material. Can I record both actions? Yes. How do I delete a template from my past campaign category? This is for a download page, you download should start shortly. If it doesn’t click … okay, I got you.

I was reading some of the text too. Ronald, this is about button click tracking. Let me start from the top. Is clicking a button or a link considered the same action? Absolutely and here is why, this will make sense if … I really wish I could copy. Hold on, wait a minute. I may be able to copy this. Let’s see if zoom let’s me do it. It does let me do it. Finally, great, all right. Ronald, I’ve got your question right in here now. Let me show you why. Let me show you why. If I go into campaigns, watch this. Continue this one … I should have done the Jamilla because she’s got … good. I didn’t click it. Yes, she’s got a button in hers.

Ideally, the end result is what we’re looking at. If I do this and hit link, watch this … just do and hit okay. Here, let me go a step further. When they click this button, this specific link I should say, I want to add a tag, test. Ronald test, almost sounds like run our test. When they click that link, I want that action to execute. Watch this. Watch this Ronald, so now if I go to buy now, this is a button and the link is here. I’ll put the same link in there and you hit this gear, you see that? There is already a link action set for the URL in this message. Changing the action here will change it for all links to this URL and this message.

What that saying is we’re tracking the URL destination. We don’t care if it’s a button or if it’s a hyperlink. If the destination of such button in hyperlink are the same, then that will be tracked as the same link. If I do okay, now regardless if they click this button or if they click this link in the automation builder, if I have an action that says has clicked link, it’s going to look for the URL. It could careless if it’s the button or the link. It’s looking for the specific URL. If you wanted to differentiate between the button and the link, then if they click the button you wanted to send them down a different path in the automation, then if they click the link which I don’t know if that would ever be a used case if they go to the same place but I’m just saying.

You would need a different UR. Yes, buttons and links are the same. If you have tool links in an email but only one qualified for subscribed, would any link be the right action? No. I wouldn’t use any links. Now, let’s change this. This is going to go, I’m going to use this exact example. This button is going to go to the URL discount. This [00:21:30] is going to go to … let’s just say, confirm your order. This one is we’re going to change it to confirmed. Now, I’ve got two buttons, I’m going to save and exit. Let me see, this was … I want to save it as a template real quick [00:22:00] so I can use it in the automation and show you, Ronald. Ronald, I think I have you in here, there we go.

If I go and let’s just do … let’s change this into … [00:22:30] and I should be able to grab Jamilla, there it is. Use this design. Continue and watch this. This will bring it home for you, Ronald. This all makes sense in a second. Come on. I’m not wired in everybody. Normally, I wire in via Ethernet because our office, [00:23:00] Wi-Fi takes a bit sometimes. We’re still remodeling and updating so you see my links are still here, the discount link to claim your order link. All right, I’m just going to do save and exit. We talked about optimizing this campaign summary page internally. Now, look, if I go here.

Then I go into the confirmation email, you’ll see, I can now determine which link I want [00:23:30] to be the link that is the confirmation link. This is the link that I want is confirmed. Now, if you want it to be a bit more broad … yeah, so if you want to be a bit more broad and when someone clicks any link, you want to add a tag or add a status to that contact that says they have been confirmed because that would be … [00:24:00] that’s not bad if they click any link and any email, then you’ve confirmed that they can receive your emails and click a link. If you want to do that, I will do it in a different way and I’ll show you how to do that.

This one, if you’re offering a lead like a free offer, what I would do is keep the link for that free offer specific to … like the confirmation link specific to the free offer, okay. Here [00:24:30] is my logic behind it. If they submit the form and I’m going to act like it’s your landing page, Ronald. They submit this form for that landing … let me just delete this for right now. For your eBook and you send them the email and the link to your eBook is … even if the email has multiple links which on the welcome email, I wouldn’t recommend. I will recommend having a singular links in the welcome email.

Anyways, if you have multiple links like it’s a newsletter style email that you sent [00:25:00] as the first and they can click on multiple links, I would not let them progress through the specific followup until they captured that eBook. Until they click the link for that eBook. Here’s why. Because every single email follow up that you should create, should be specific to the goal that you want them to take or achieve. Most of the time, [00:25:30] that’s a product or service. If I have a product and/or a service, what I’ve done as a smart marketer is I’ve made sure that my eBook or my free offer is properly aligned with my product.

That means, when you take in what I have for free in an eBook, it’s just a sample of what you’ll get more of in my product. If that’s the case, then the emails between my free offer and my product become [00:26:00] me helping you take more one step at a time closer to buying my product. It’s all about nurturing and relationship building. If you don’t take the free offer, there’s a great chance that the emails are going to be less effective because they’re built on you consuming the free offer this week and go into a whole another tangent about creating consumable free offers. We want people to consume the content that were [00:26:30] given away free.

Once they consumed, that’s when we want to start following up with emails that helped them understand even more what they consumed and the next step and what we have to offer. With this strategy working altogether with that thought process, if someone submits their form for a free offer of yours and then they don’t take that free offer, they don’t click that specific link for the free offer, then me personally and then we’ve seen this, when [00:27:00] people don’t adhere to this then you see your deliverability goes down. They start putting in support [inaudible 00:27:06], hey, why aren’t my emails being delivered? People are getting them.

They’re going to spam. It’s because of things like this. If they expressed intent about your eBook and they don’t click the link to download the eBook, then I would halt sending them the follow up about the eBook. It’s almost like somebody giving you their number and [00:27:30] you call them and they never pickup. Would you just keep … some people would. Unfortunately, some people would. They just keep calling in and then I think you’re borderline stalker at that point. That’s not what we want to do, Ronald. Okay, Ronald, agrees. Now, that we have that in mind, sometimes it’s good to think of it just in human form.

What about this? What if you give somebody your number, you say, “Hey, here’s my number, give [00:28:00] me a call.” They do call. Then, it’s like, “Oh, hey! You’re serious. You’re really serious about this.” Here’s a quote, “Call me if you have any questions,” and they call. People have who take action, you’ve seen your confirmation email, they clicked that link Ronald, for that specific email and then they’re giving access to it and the followup and you marked them as confirmed. Here’s just really … let me show you this one. Because this is to answer your question in totality, [00:28:30] when would you use any link?

Any link would be … and this is going to be marketing strategy in here too. I’m not trying to dictate your strategy in here and everybody. That’s not my aim here. I just want to give you something so you don’t have to start from scratch. If I do a click the link, this is where it’s really good, Ronald. Any email [00:29:00] in any list, any link so this means any link that exist in my account, if they click it, here’s what I want to do. Watch this. I just want to say confirmed, simple automation. I’m going to can call this Ronald confirmed status, simple automation. As you all know, I love simple automations [00:29:30] but now what does this do? This allows you handle both, right Ronald?

You have the link for them to confirm. Then you can also mark them as confirmed if they clicked any link. Now, what’s the difference between the two? The link clicked that specific to the download will allow them to progress down that specific path. If they clicked another link and they get this tag status [00:30:00] confirmed, what that does is it enables them for outside communication. You may have a weekly newsletter or a monthly newsletter or some ongoing communication that goes along with the funnel that they’re going in. If they enter in the funnel and don’t click the link to download, then they just don’t get the rest of that funnel.

If they click another link, at least, they’ve confirmed that their email address is real so you can … excuse [00:30:30] me, send them additional information like may be promotional information or some other type of ongoing communication. That will be the difference between the two. Let me see, click on the link or button and download free material. Can I record both actions? Yes. I like that. Okay, yeah. Okay, Ronald, great. It’s all making sense. You know what, see this, everybody, this is why I encourage any question and every [00:31:00] question because there’s just so many little gems inside of ActiveCampaign. Watch this, if I go to contacts, I’m on this one. Can I record both actions? By default, guess what?

We record every single link clicked in your account. If I go to has clicked on a link and look at this, these are … oops, these are all of the campaigns in my [00:31:30] account, every single one. I can select one and pull up the link. Let me see, hopefully I can pull one up with the link. Hey, it should be in there, confirmation. There it is, confirmation email, what’s today? I think, is it in there? Here it is, confirmation. This was has link, see? All of those links are right here. [00:32:00] ActiveCampaign is always going to record all actions. Every action that has taken, even opens, opens, link clicks. If you have site tracking, site tracking, we’re going to track every single one.

If there was a link that you didn’t … you know what, shoot, I forgot. This link is really important and this email that I sent three weeks ago. I would like to pull everybody who’s clicked that link and send them communication. You can do that. You can do that retroactively and proactively. Yes, [00:32:30] you can record. If you wanted to do it live, like on as you’re going through, there’s nothing wrong with tagging different links. Like this link, you could give it a specific tag. Let’s say discount sent and then this link could have a different tag. [00:33:00] Now, if they clicked this link, they’ll get that tag. If they clicked this link, they’ll get the other tag. Yes, you can do that.

How do I delete a template from my past campaign category? Do, do, do, do, where are we at? Let’s go to campaigns here. [00:33:30] Ronald says, “Thanks for covering up. My last column only has any click to date. As I develop more links, then I will have many options.” Yes, you are correct, Ronald. Yes, absolutely. You are very correct. If I go into templates, I believe this is what you mean. If you want to … how do I delete a template from past campaign category? [00:34:00] If you’ve got maybe in here, you should be able to just click this delete button. I think this is what you’re asking Ronald. If not, let me know. This is for you for a download page, you download should start shortly.

If doesn’t then please click the link below. Yes, yes, yes, yes, yes. It would be … now, clicking [00:34:30] this button. Oh, oh, okay. Click on a link or button and download free material. Are you talking about on your thank you page because they got the email, click the link, they go to a page that says, hey, your download should start shortly. If it doesn’t, please click the link below on the download page. To be able to track that link clicked on a web page, so let me see here. We [00:35:00] go to, so like … this, right? Just using this as an example. If I wanted to track the link click of this button that’s on a website or a download page, this one you would have to use on event tracking.

There is another way. You know what, I wish I could show it but it’s beyond [00:35:30] the scope of the office hours because it requires me to create an HTML file. They’re called virtual pages. It’s very technical. There are ways to do it with site tracking but it’s a bit technical. Event tracking is even more technical. You can always track the destination of this button as the link clicked. If they click this link, it takes them to a page [00:36:00] and you have site tracking on that page. The only way to get to that page is by clicking this link then you could essentially say they’ve clicked the link. That would be the best non-coated way to do that is control the destination.

Yes, that is what I’m asking but I didn’t see the options. Okay, yeah. You’ll probably run … like you said, as you get more and more emails … [00:36:30] but you’re saying you didn’t see this delete option. If you don’t see the delete, can you delete base main templates? I don’t think you can … yeah, you should be able to delete them all. If you don’t have it, don’t hesitate to get a support, take it out because you should have the delete in there. Mark, I think I’ve missed something. All right, Mark says, “Naming your links with easy to identify words, it makes them much [00:37:00] easier and intuitive.” Yeah. You can use the same confirmation buttons? Yeah, yeah, yeah.

Mark brings up a good point. Let me go here, naming conventions. Mark brings up a … you’re very welcome Ronald. A great point, in the vain of us talking about notes and making things [00:37:30] communicate easily, we cannot overlook the importance of naming conventions. Now, we have a guide that gives you a basic naming convention for your tags and everything. At the end of the day, you’re going to need a naming convention that’s specific to you and your strategy. [00:38:00] I think it’s in tags, custom fields, what our tags? We’ll give you a basic one, let me see. Where is our naming convention here, yeah. You’ve got source tags, status tags as you see me create, trigger tags here.

Let me put this in the chat if you want to check this out. This is along the lines of those naming conventions. Here’s what’s important about naming conventions, is [00:38:30] that they only have to make sense to you. I know I’ve got some buddies that do pay media for a living for companies and they track all of their clicks through spreadsheets and everything. When you look at their URL, it looks like some gibberish. It’s like 54RV2186. I’m like, “What does that mean?” In their spreadsheet, they can decode that value [00:39:00] to speak to what source it came from and all of these other things. I said, “Well, that seemed over complicated. Why would you do that?”

Some people don’t like you to be able to read their URLs and see what they’re doing. They don’t, because competition could be spying. I’m talking about bigger companies. I don’t think this is an issue for smaller companies but bigger companies, yeah. You don’t want people know anything about what you’re doing. For every RC, that meant something, then 2V meant something else and they [00:39:30] could decode it and show like, okay, they came from Facebook, they clicked this and they did this, they took this action. I bring that up to say naming conventions are important for you and you only. Naming conventions are what helps keep your application nice and organized.

Very rarely will you ever see me ever in life even in my examples, I’m always thinking of naming convention. [00:40:00] If this is why I name all my automations after you all who asked the question, how much easier is it for me to find an automation that I built for Ronald that’s name Ronald? I know it seems … some of the stuff they seem so second nature that you would think. You’d be amaze at how easy it is to just not pay attention to that and just get to [00:40:30] a naming convention that’s just all over the place. Then before you know it, you come back and you’re like, what was this? For me, one thing that I learned at my previous startup was thank you pages.

I am one of those people that use the same appendence of thank you page. For instance, I would have ActiveCampaign, this is what I mean, dot com thank you offer1. That’s going to take me to my offer1 thank you page, ActiveCampaign. [00:41:00] com/typ-offer2, that’s going to take me to my offer two thank you page. This has so many powerful implications behind it, because not only is it going to be easy for you to remember and put in your URLs because the worse thing to do is like when you’re building a form or send up integration and you got to do a success URL and you can’t remember it.

You got to log in to WordPress or log in to InstaPage [00:41:30] and look at the URL then copy, that’s crazy. If we have our naming conventions to the point where it’s easily remembered on RN, how much easier it would be if my eBook was named 5tips so it’s typ-5tips. I know that that’s for my thank you page for that offer. Now, here’s where it starts getting powerful and we won’t go into this. This outside the brief but I just want to … the brief of [00:42:00] office hours. I just want to mention it is now when I go into Google Analytics, I can see all TYP visits. What does that mean? That means every single opt-in on my website.

I can have 50 of this everybody and I could easily go to Google Analytics say, hey, give me all the page visits. I can do Page Visits … oops, visits filtered [00:42:30] by, because all of my thank you pages have the same start, the same TYP in front of them. All I have to do is in Google Analytics, I can now go and see unique views is probably the best. I can see for the month of March how many people visited this TY pages with that in it. That’s going to roughly tell me my opt-ins. Now, if you want to do a chart [00:43:00] for your whole year and go back into the … and you can see the trend of where your opt-ins are. This is the power of naming conventions everybody.

This may even be valuable enough to have an actual guide on help people. I’m learning this stuff because I realized that unless you’re leveraging marketing automation or automation in general at a very high level like I’ve done in the best. You don’t even understand the value of this [00:43:30] unless you’re doing it for clients who have really big success and are moving at a very rapid rate and growing their business. You realize like, oh my gosh, I just wanted to see easily all the opt-ins from last month. Right now, if you’re using a naming convention within ActiveCampaign, you can go into your tags and you can at least see tags total numbers.

Then, if you want to see trends, well yeah you’re going to need some other analytic [00:44:00] tools. Now, like I said, just having this, adding this to your toolsets. You know what, let me be intentional with … I can give you another one too. Let me intentional with my naming convention. While we’re thinking about that, what other pages do people visit? They visit the download page. Now, watch this. This could be the difference between you delivering your lead magnet on a page [00:44:30] or delivering it as a link within an email. Some people say, “Hey, I have this PDF, should I just put a link in the email or should I send them to a page?”

Now, you’re starting to see well, I can’t really give you a … for sure either one will work. Tell me a little bit about your strategy, your tracking needs. If [00:45:00] you send them to a page, what do you benefit? Let’s say download pages, start with … let’s say, download, something like that or you could just type the word download. Now, you have these pages .com/dwnld and then you have … I don’t know, offer1. Let’s just keep it consistent. [00:45:30] Now, what can you do? Now, quickly … watch this. We’re talking about measuring your marketing now too. Using naming conventions to easily measure your marketing, this sounds like something I need to … naming convention. You may see a guide on this.

Easily measure your marketing. Here’s why. Watch this, everybody. Now, if I go into [00:46:00] Google Analytics, I can see everybody that has visited a thank you page for … let’s say, for this year, up to this year. Let say that number equals 451 people year to date. Let me do YouTube date. Something is ringing. What is ringing in my computer? I don’t know what’s going on with my computer. [00:46:30] Let’s say … let me make this bigger, 451 people have visited a thank you page year to date. These are number of people who have opted in. Now, we have a download resource page.

We can say people who have visited this [00:47:00] year to date, let’s just say, just for a random number of 379 year to date and this is the number of people that have downloaded what they requested. What do you do with these two numbers? With these two numbers, we can now see [00:47:30] the efficiency of our delivery. If this number is low, that means people are opted in for something they don’t want. If this number is high, the ratio is high, that means people are opting in, that means our messaging is aligned. If I do something like 379 … excuse me, oops, what just happened? 379 divided 451, 84% [00:48:00] conversion rate from request to access, 84% completion rate of requested offer to download offer.

I would say at that point, this is a … I’m going to make that bold because those are good numbers, just in case you’re wondering. [00:48:30] Yes, those are good numbers. 84% of people who ask for what you want downloaded. Yes, keep doing what you’re doing. This is a scale indicator. This is like, hey, you’re ready for scale. There are mini indicators like this throughout your entire marketing that you should be looking for. How do we easily come up with this number if we [00:49:00] don’t have a naming convention that helps us easily measure our marketing? This is stuff that … like I said, this is what I want you all to be equipped with.

This is a little bit beyond ActiveCampaign. ActiveCampaign is the tool that helps position you for this. Let me see, I’ve got a question. Chris, would you put those notes in the chat and do make a guide [00:49:30] on naming conventions? Absolutely. I absolutely will Ronald and here. Let me copy these notes and put them in the check for you all. Naming convention notes. There and they’re now for you. If you can’t tell, I just … even [00:50:00] though I haven’t met you all face to face and the people who attend live change and there’s so many people that attend the recordings but I am, I’m thinking of you all throughout the days and the weeks.

I’m seeing our fellow entrepreneurs and business owners falling by the wayside because of something like this that they didn’t know. Oh my God, can you imagine if you were about [00:50:30] to spin on Facebook ads and your number look like this, 104? Just by looking at this, this is roughly 25%, 25%? You’re going to spend 500 to … like you’re ready. You’ve looked and watched all the guru videos on Facebook and you’ve even purchased the course for $97 and you’re like, you know what, [00:51:00] I need to scale and they said he who can pay for the most wins the most. I’m going to put a $1,000s into this thing. I’m going to cross my fingers and I’m going to get $4,000 back because this program promised a 4x return.

You take a $1,000. You have at this point, it’s roughly … let me just do this because I didn’t do the exact math. I just know 1 over 4 is 25%. [00:51:30] You have approximately a 25% completion rate. Just follow me through this example everybody. Watch this. Let me explain this. I’m not laughing at somebody who has these numbers. I’m just laughing at the idea of not knowing these numbers and then going to spend money to fill a funnel that performs like this. Watch this. 25% completion rate and you say, I’m spending a $ [00:52:00] 1,000. You’re spending a $1,000. 75% of that money is pretty much automatically in the garbage. Let’s just say you’ve at a dollar to acquire a lead.

Well say at $1 to acquire a lead via paid media. You have $1, [00:52:30] 000. No, we’re not going to spend it because you’re going to burn it. You got $1,000 to burn. Okay everybody. Watch this. If this is the case and 25% of the people take action, that means that you immediately lose $750. Before the gun even goes off, go. [00:53:00] Before the race has begun, you’re at a loss. You’re at a loss of at least $750 and that’s if it takes a dollar to acquire a dollar to acquire a lead. You get that math? I’m just saying that if I had 100% completion rate and I put $1,000 in, I would get a thousand leads out. That’s all I’m saying. I’m trying to keep the math nice and simple because I don’t confuse you all with the math.

Because mathematics can be very [00:53:30] confusing and these conversion rates can be. I want you to see immediately you’re at $750 loss. Here’s the thing of those 25%, how many … if we’re saying 250 is going to generate you 250 leads that have completed the download action, you can now say these are marketable. You’ve got 250 leads that are marketable. [00:54:00] If you’re looking for a parameter of what’s the safe conversion rate, safe conversion rate to customer is one to 3%. Use that and I would always use 1% for your conversion rate to customer. What’s the 1% of 250 leads? 10% is 25, 1% is 2.5. [00:54:30] You can expect approximately two customers per $1,000 spent.

Now, I just judged you and said at 25% completion rate, it’s laughable to put $1,000 at this. Now, I’m going to prove myself wrong. I’m going to prove myself wrong because there’s a caveat [00:55:00] to this. There’s a caveat to this. What may balance this out is if the price of my product. Remember, two customers for $1,000 spent equals $500 CAC. Well, let me say cost to acquire a customer. They normally call it CAC but you get it now and t comes from this. [00:55:30] If you ever see these words, C-A-C, CAC, it’s cost to acquire a customer. This is how is CAC … I am doing … this is poor man’s napkin math.

When you and I were in a coffee shop and we happen to be talking, I would flip over a piece of napkin and work these numbers out. These by no means are the exact numbers or the means but it gets us in a bar part. Since I’m having fun, we’re right at 11. Let me just finish this example and we’ll [00:56:00] be done because I don’t want to leave half way complete here. Now, we have $500 cost to acquire a customer. Essentially, what is … let me just make sure I’m doing … expect two customers for every $1,000 spent, yeah $500. Now, I have a choice.

Here we’re going to see … this is how responsible [00:56:30] marketing put you in a position of power, in your own business. Virtual raise hands, how many times have you seen somebody go online on Facebook, how much should I be charging? How much should I price my product? Things of that nature. These broad questions, do you where these questions come from? Listen, if you’ve asked this question, I’m not judging you, I’m just helping you understand where that comes from because I was once that person asking those questions too. Well, [00:57:00] questions like that arise when you don’t know your numbers.

When you don’t know your numbers, because what do these numbers tell us? These numbers tells us that you better … if you’re going to spend that $1,000 on ads, you better have a product that’s at least $500, at least because anything under $500, you’re losing money. Your bucket is leaking. If my product is $400 and [00:57:30] it cost me $500 to acquire a customer so I’m going to spend $500 to get somebody to pay me $400. That doesn’t make sense. I’m losing $100 every time. The key in business is to make money not lose it. Now, what if I say, well Chris, you laughed at my 25% completion rate but my product [00:58:00] is $1,000.

Well, guess what I give them. I give them the thumbs up and say, hey listen, for every $500 you spent to acquire a customer you get 500 back, wow. Good job, keep going. Let me just take all of that, before we got here, we looked at this 25% completion rate and we did. [00:58:30] We judged it because I didn’t have any other data. I didn’t have any other information. Now, you starting saying, well Chris, not so fast, you’re laughing a little too hard, a little too early buddy. Calm down, look at this. Then you show me this, hey, look. Now I’m like, okay, all right. Then, you know what I would counter? I will say, okay. How can you double? How can you double your revenue? Does any … we’re ending.

[00:59:00] I promise we’re ending after this question but just a quick question. What do you all think would be the easiest way to double somebody’s revenue with this situation? I’m going to ask that question and then answer. It looks like I missed one. I love to hear your thoughts on Mark’s tip to use dot com to avoid creating multiple pages. Mark, I missed that. Where were you at Mark? Let me see. Mark, Mark, Mark. You can use the same confirmation, yeah, all [00:59:30] right. Here it is. While you all are thinking of that, just a challenging question on our way out, how would you … what area would you focus on to double the revenue for this example? I’m going to show in a minute.

What Mark was saying is if you don’t want to create multiple thank you pages, I wish I had a thank you page, a URL. Ronald, you sent me one. [01:00:00] Let me see if I could use yours. Bear with me one second everybody. We’re five minutes over. I’ll go no more than 10 minutes over, I promise you. I do honor your time and I do not want you to think I am taking advantage of the time that you have given me. I really do want to make the most out of it. I have your thank you page Ronald. Let me just grab it really quick. [01:00:30] Now, we have … you must have changed it. Did you … no, no, that was me. That’s me. I didn’t grab the whole thing. That’s my bad. You didn’t do it. I didn’t mean to scare you Ronald.

I know I got scared every time I see this page can’t be reached for my links. Now, let’s say that you have this free chapter, you have this thank you page and for whatever [01:01:00] reason … okay, Ronald has come. For whatever reason, you … let me think, what’s the use case? Because I want to make this applicable. What would I use it for? Okay, tracking, tracking. Maybe there’s four ways to get to this thank you page. We want to track which way somebody got here or … even better, I got it. [01:01:30] Let’s say you want to do a survey in an email. Let me go here and just type this so I won’t forget email survey.

Let’s say you want to do a survey in an email and you have three options but you don’t want all three. You don’t want to create three different pages. What I would do is in the email, I have link one, [01:02:00] link two and link three. In the URLs would be option equals three. Here’s what this does. Watch this. In my email, I have this [verbiage 01:02:23] that says click this link for content on this, click this link on content on this, click this link on content for this. [01:02:30] You would think I have to go to three different pages. You don’t have to create three different pages because look what happens. If I put that … I don’t want to put that in parenthesis. If I put this there, look at this.

It’s going to load the same page. If I change it to option two, it’s going to load the same page. What’s the difference? The difference is the computer is actually treating this like in Google Analytics and everything is treating this as a separate [01:03:00] page. These are called URL parameters or query strings. URL parameters allow you to pass information in the URL that you can use for other segmentation in tracking purposes but it keeps the presentation of the page the same. This is the easy way to do a link if you wanted to implement an asked method within an email and say, hey, would you like to learn more about this, this or this. They click the link, [01:03:30] they go to this page thanks.

They can just continue to download. To them no harm, hey, okay, I got what I need. Now, you can track that they visited option two. You can even trigger an ActiveCampaign, send people down on different paths based on that. Yes, good point Mark. This question, Mark, variable equals value is called URL parameters. Mark says an AC email link you often need unique links too. Yes, this [01:04:00] is bringing a full circle back to you Ronald. This is another way of tracking different types of links that may go to the same page. If you wanted to, you can have links that say placement button and then you have one that says placement hyperlink.

If you wanted to get an idea at a broader scale of, are people clicking buttons or hyperlinks. You can [01:04:30] also call this URL tagging. It’s just a means of putting in some information in a URL that you can tag or you can use later in your analytics or your segmenting. They’re called URL tagging, URL parameters, or query strings. All three of them can be use anonymously honestly. We’re back to our … well, I got two minutes to answer this question. I’m just going to tell you I’m not going to [01:05:00] work do the example. Let me put all of this information in there. If you wanted to work do this example yourself … example numbers. I’ll put those in there. I don’t want to lose the comments.

Ronald, I appreciate … all right, I got some good answers. Ronald says, [01:05:30] double it, get it, get the product that cost more money. Absolutely, that’s one way. Keep all things constant, increase the price. Ab says increase the download rate from 105 to 208 to cut the CAC in half. Now, essentially, what I’m just saying is double the conversion rate and that would be the easiest way. Listen, I wish I could draw out an entire funnel. [01:06:00] When you have an opt-in conversion rate and you got the download conversion rate, and you have the link click conversion rate, then maybe there’s a webinar registration conversation rate.

When you have all of this conversion rates, you would amazed everybody, amazed at what happens when you just double one of the rights, not all of them. Like Ab is saying, what he said is increase the download rate from 104 to 208, that’s essentially giving you a 50% [01:06:30] completion rate which means we’re doubling our completion rate. That’s actually going to give us more. You’re thinking above and beyond because if we take this completion rate up to 50%, if anybody would like to do that, we can do the dirty math right now, that gives me 500 leads. At a conversion rate of 1%, that gives me five.

I’ve more than doubled two customers, I’m up to five now just by increasing my completion rate [01:07:00] by doubling my completion rate. Now, how do I double my completion rate? Well listen, you have to make sure that your message and your offer is aligned. Now you see the power of having messaging that’s aligned and while we promote responsible marketing at ActiveCampaign because it just helps. You don’t have to get all creative and try to trick people into giving you the information, just be straight up. Just be honest and straightforward and clear with them [01:07:30] and your numbers will thank you for it.

Great commentary from you all and thank you. Wow. Everybody hang in there all the way to the end. We covered a lot. I thank you for staying in there with me. These are all things that are tangential to ActiveCampaign. Knowing how to set up URL parameters for maybe an [01:08:00] email survey and then tying that back in the ActiveCampaign and using if else they clicked a link with option one or two and tagging them differently. Understanding how to name our pages that these URLs are going to be using email sent out by ActiveCampaign. Understanding how to do that so that we can accurately measure what’s going on.

Once we know these numbers, we know exactly where to target so maybe we go back in ActiveCampaign and tidy up some emails or maybe we do [01:08:30] some more advanced segmentation to get that competition rate up. Bear minimum, we know where to spend our time. Bear minimum, we have a guide of … if I’ve got two hours in a day and that’s it, I know where to spend my two hours to get the best return for those hours. This actually, we did a little coaching here. Feel free to use these numbers. You can even [01:09:00] build out a dashboard from this. Plug these numbers into a Google sheet and then just play around with competition.

You know what, honestly, forget these numbers. Put your own numbers in there. Your landing page conversion rate. Your email click through rates. Put all your numbers in the sheet and just see at the current product price that you have, what do those numbers need to be for you to be profitable? Like I said, you’d be amazed at people that don’t know these numbers but they’ll be willing to put money in the Facebook. Oh [01:09:30] my goodness, I had to run the other way immediately. To anybody that teaches you how to do any form of paid media and doesn’t stress the importance of a dashboard and monitoring your analytics.

Ab says, thank … you’re very welcome. The office hours content is likely worth more than [inaudible 01:09:49]. You know what, I receive that. Thank you. Thank you so much. I do. Being somebody that has purchased a lot of courses, [01:10:00] I would agree with you honestly. I would definitely agree with you. I hope this was all helpful to you all. This should at least get the gears turn in and help you get a better understanding of the total, the holistic approach to marketing automation and being successful. It’s not all about just custom fields, tags and emails. As you see, there’s more to it.

You use ActiveCampaign as the hub, as the central processing [01:10:30] unit, the CPU to ensure that all of your marketing is aligned and operating efficiently. Once you have that, now it’s up to you to take the results of that marketing, of the machine. Take what the machine is putting out and put your analytical mind on it and figure out exactly what’s working and what’s not. Thank you Mark, I appreciate it. All right, this is Tuesday. [01:11:00] I hope this gives you a boost for this week and get you going. I’m excited for all of you to see what you do with it and this replay will be up. It will be up no later than tomorrow. If you want to watch it again and slow it down, pause it or what not, you’d be able to do that.

Thank you all. You’re very welcome to everybody. I want you all to have a great day, a great week, a great night, a great everything. [01:11:30] Yeah, Ab, you’re right. We do it all over again Friday. Friday at 1 p.m. central on back. We go from 1:00 to 2:00 I won’t keep you too long over time. Sometimes I reserve the right. I’ll let you know early though but I hope this was all worth the wait. Daniel, you’re very welcome as well. Yes, yes Mark, we’re working on timestamps as well. It’s all part of our website redesign so it’s all in queue and one day we’ll be able to unveil hopefully this fall our beautiful new site with [01:12:00] all of the timestamps and everything easy, easy to find.

You all are very welcome and I thank you bigger than you thank me because you’re the ones with the businesses that could have been anywhere today right now. Thank you so much. I hope this was really, really helpful and I’m glad that you have chosen to put your trust and your marketing with me and ActiveCampaign. It’s a one two combo that’s [01:12:30] maybe the best in the game at here. All right, I’ll see you all on Friday hopefully. If not, catch the replay and then next week. I’m back Tuesday at 10:00 and Friday at 1:00. I’ll see you then.