Office Hours – August 25, 2017

Recording of Office Hours hosted by Chris Davis on August 25, 2017.


Chris Davis: Let me start recording. All right, so from this session. Oh, this is going to be a good Friday. I’ve got some questions via email that I’m going to get to. Luis, I’ve got yours. Ronald, I have yours, and Rachel, I believe, I should look at the name. I don’t know if it’s the same Rachel, but I think I have one from Rachel, as well. It may be a different one, so I won’t say that yet. So, Rachel. Let’s just start out, really quick, with what [00:00:30] lead scoring is. Rachel, if you would listen, oh, please listen to this, Rachel, and let me know personally if this podcast helped you out and it cleared things up. I’ll give the quick version, and then please listen to the podcast and then come back and let me know if it makes sense.

Think of lead scoring as a way of quickly identifying the state of a contact. Right? We have tags. We have custom fields. [00:01:00] All of that data is great, right, but a score is the representative of many tags, many custom fields, and many actions that are valuable to us. Lead scoring, done effectively, you should be able to go in, look at a number, a score on a contact’s record, and be able to tell, hey, this is a sales-ready person. Oh, I could close this deal or they’re falling away. [00:01:30] It’s an indicator. It’s a single indicator of many actions that have been taken.

With that being said, there is a strategy to scoring those actions, and that’s where the confusion comes in. How do I know how to score an email open, then a website visit, then a form that’s filled out? How do I determine those points? This podcast begins to give you that framework. The guide that I’m creating, it will probably be published next week, [00:02:00] will bring it home. With the two, every single person who has lead scoring in their account will be able to do it. Just a spoiler alert for this one, we use lead scoring at ActiveCampaign. It’s one of the primary features of the app that we use internally to grow the business by identifying you all’s behavior. When you hit a certain threshold of score, we’re able to reach out to you and more effectively close or upgrade you. [00:02:30] Extremely, extremely, extremely valuable, so I hope that that helps.

All right, so let me pull up my email here. Let me see. Okay, we’ll start from, okay here it is. Bill, I’ve got your question. Mark says [inaudible 00:02:56] break up the large paragraph. Yeah, we’ll work on that, too. We can always improve [00:03:00] the transcriptions. The big piece for the transcriptions now is to be able to be searchable, because that’s how a lot of people are looking for us. Alright, so I’ve got Danielle. I’ve got your question, too. All right, so let’s go. Let’s go through this.

I’m going to start first come. Luis, you sent me one first. All right. Luis’s question was [00:03:30] what he wanted to do, and correct me if I’m … Okay, Bill, you have to leave at 25 after the hour. I’ll try to get you taken care of live, Bill. Luis, what I got from your question was, Luis is sending a personal email out through ActiveCampaign and wants to track. Oops. Oh my gosh. Oh my goodness. Wants to track opens and clicks. Because [00:04:00] it’s personal email, you can have a link to a file that’s on your website, and that works fine, but what he wants to do is trigger an automation when someone’s opened the email and track when someone’s clicked the link and remove those triggers from [inaudible 00:04:18]. Track who opened it. Oh, I think we’re just at open, right? Yeah. I’ll show [00:04:30] you all, it’s Luis is going. He’s sending emails from here. Save and exit. Contacts. Right here.

So Luis is sending in email this way, okay, this is a personal email. Alright and his initial issue was that you can’t upload a file larger than one megabyte. I don’t recommend using ActiveCampaign to host any of your larger files. There’s a reason why [00:05:00] most email server providers don’t do that, it’s just because if you’re gonna put a file on a server you’re not gonna want to put it on a server that’s built for sending. You want to put it on a server that’s built for storage that’s why traditionally when you look at pretty much any email autoresponder, they always cap around 10 megabytes. 10 megabytes is the biggest I’ve seen any platform use. So with that in mind what Luis decided to do was, use a link, use a link in the email. When they click that link it [00:05:30] will go to where it’s self-hosted. Yeah, like Bill said S3, Amazon S3, it could be There’s many places that you can host your files.

Alright, so Luis says it is very important for me to know when this email is open and if the link in the email was clicked. Alright, this tells me that the prospect is interested in looking into our services. This is the best way to give [00:06:00] them a call. Alright? However, because I had already created some automations that were triggered by open email I was unable to select and track when opened option in the template, when sending to my list. Oh well, you’re saying sending to my list. Luis are you sending to multiple people? Because if you’re sending this to a list. Alright great. Luis is gonna raise his hand, let me promote you. [00:06:30] Let me see. Alright Luis you should be good to go.

Luis: Okay, so yeah. Because the email doesn’t really tell us. So I was trying to do a bunch of different things and I ended up trying to create a template so I can have it all the time, and just send it out, but I had other automations they were looking for … When I sent an email, if it was clicked and open and it wouldn’t allow me to select that in the template settings. [00:07:00] If that makes sense.

Chris Davis: Which template settings? In campaigns here, if I go to campaigns and then templates right here, and then manage templates.

Luis: Yeah, so when I went in there and then clicked it, and then you select your list, and you’re going through it, and it has a bunch of options you can put on there. It would not allow me to select that first option.

Chris Davis: Oh, you mean here. Like if I do a new campaign. I think I got it. I think I know what you’re saying, [00:07:30] let me just make sure … Next, and then right here is where you select all the lists right?

Luis: Right.

Chris Davis: What you’re talking about? Okay so we’ll just select one and then you know we’re not going to select a segment, and then you’re saying … On the summary page.

Luis: Right, right. I think so.

Chris Davis: Mm-hmm (affirmative).

Luis: It’s got several selections there.

Chris Davis: Yep. Then I’ll just go next. [00:08:00] Right here where you have all of these options. Reply. Track. Link track. Everything right. So what were you saying when you got here?

Luis: So where it says the very first option, it wouldn’t allow me to turn that on for whatever reason. It said re-automations, but it wouldn’t let me turn that on.

Chris Davis: Oh really?

Luis: Yeah, so I don’t understand why-

Chris Davis: That’s probably [00:08:30] a bug then.

Luis: Okay.

Chris Davis: I recommend submitting a support ticket, because if it shows this, you should very much be able to toggle that.

Luis: Okay.

Chris Davis: Yep, absolutely, and from there, one thing I was gonna say cause I was thinking about you were sending a personal email, which brought me down this path of you know the personal emails will show … And this is just for record, not saying this was your question. The personal emails will show here, but you won’t [00:09:00] be able to trigger off of them … Well actually, you know what.

Luis: You should be able to.

Chris Davis: If you go into … That’s not what I wanted to do. If you do an automation, you can trigger a new … I think so. We’ll see. I know all campaigns and automated emails you can, but let me see. Opens. Yeah. When they open a personal email … Oh but that’s any personal email. [00:09:30] Okay, alright. It makes sense. I was gonna say, you’ll be able to see it on the contact record, but not necessarily do any automated actions based on it, but the link click you could always use the destination page. Right. So when they click the link they have to land on some page, and when they land on that page you can use that as they’ve clicked the link.

Luis: Okay, alright.

Chris Davis: Okay, [00:10:00] so, alright, any other questions?

Luis: I think we’re good. I’ll just get that bug checked.

Chris Davis: Okay, yeah. Put that in a support ticket and let me know what you end up hearing.

Luis: Okay, sounds good. Thank you.

Chris Davis: Alright.

Luis: Thank you.

Chris Davis: Yep. No Problem. Good to hear you Luis. I forgot to tell you that. Good to hear your voice. Alright. Bill let me promote you to panelist. Bill has his hand raised. Hey Bill.

Bill: [00:10:30] Welcome to Reno, Nevada.

Chris Davis: Is it hot out there?

Bill: You know it’s … For this time of year it’s a little warmer than normal. We’re getting like in the 90’s which I don’t like.

Chris Davis: Okay.

Bill: But it cools down at night. We’re right at the base of the mountain. So –

Chris Davis: I got you.

Bill: We’re 5000 ft. Hey, I’m still working with ActiveCampaign. I just got fullscreen. Why you go fullscreen? Anyway, it drives me nuts. I gotta move this over here. Why did that do it when I came up fullscreen. Let me hit escape. There go, back. [00:11:00] So I have two monitors. Here’s the question. Is an ActiveCampaign … I was doing some reading, and I’m using your mail server right now for my bigger list. I’m transitioning to ActiveCampaign. I’m building actually got three sites that actually are collecting emails now, and one question I have is, I was reading about the concept of lists as opposed to your contacts. They say that you don’t want to have a lot of lists. One thing they said just have two lists, one who are your clients, [00:11:30] and one who are your prospects. That’s so you don’t spam people. Let’s say I’ve got three lists right now and they’re actually different businesses, all three, that they’re collecting from, but I want to send them all an email. What’s the best way to do that. I’ve got three lists and my email by the way was on a pretty good podcast yesterday. So I want to send that out to the podcast I was on.

Chris Davis: Okay, so if you want to send them across all lists, then I would select them when you’re building [00:12:00] out your campaign.

Bill: Here’s a question too. If you select all list will you have redundancy. And send two people –

Chris Davis: Yeah, now that’s a really good question, and I’m glad you asked that because that brings us to the difference between marketing automation and email marketing. Right?

Bill: Yeah, yeah.

Chris Davis: Email marketing is when you can … when someone joins, they join a list, so they’re not a contact, they’re a subscriber [00:12:30] to a list. You never email contacts with email marketing. You always mail lists. That’s where the whole mailing list came from.

Bill: Right, right well I have three lists, but some of them are redundant.

Chris Davis: Exactly, so if it was email marketing, you’re going to email all three of those lists. The list is just going to go and send an email to everybody that exists on them.

Bill: Okay yeah. Again that means somebody will get redundancy. Because I want to sent the same message to all three lists.

Chris Davis: Exactly so now in ActiveCampaign, lists are just a means [00:13:00] of managing contacts. Nobody … We don’t use list to send, right? We sent to contacts

Bill: Right.

Chris Davis: Instead of lists, so even if I, even if you do this. You check these three lists. You say master updates general communication in another list. If there’s one contact and all three of those lists, they’re still going to be treated like one contact and receive one email.

Bill: Oh good so it won’t be redundant then right?

Chris Davis: There you go.

Bill: I gotta tell you I’ve got a good friend Ron, who bought the next level of ActiveCampaign, who [00:13:30] is big time Infusionsoft instructor, developer, whatever they call Infusionsoft. Spent $20,000 I think in the certificates and all that garbage over the years.

Chris Davis: Sounds about right.

Bill: He was telling me to build a tree, and put it over here, and build a campaign. So that’s good.

Chris Davis: Yeah. Simplify it, send it to all three lists. It will only send to the contacts on those list once.

Bill: So you go to lists, and you just highlight all three lists.

Chris Davis: There you go. Yep.

Bill: And then the next thing [00:14:00] you do is you go … What do I do next here? I go …

Chris Davis: Yep and the and then you’ll design your email, set it up, get your link clicking, summary, and then send it off.

Bill: What was your next click on that? All three lists and it says … Add to list? No.

Chris Davis: Yep. You’ll just click them. You’ll just click them.

Bill: I’m on the list page.

Chris Davis: Yep.

Bill: So I just highlighted all three lists.

Chris Davis: Right. And then right at the top. Just hit next.

Bill: When I highlight all three lists though, it says add new list on the top. [00:14:30] I’m on the list page. Highlight all three lists.

Chris Davis: Mm-hmm (affirmative)

Bill: And I go, it says add new list. That’s the green button on the top right and manage fields.

Chris Davis: I don’t know. Are there any contacts on the list or …

Bill: There are. Every list has contacts.

Chris Davis: So this green button says add new list?

Bill: Yep.

Chris Davis: Okay.

Bill: Can I share my screen?

Chris Davis: I think so.

Bill: I mean it’s actually working. I’m actually collecting. I’ve got three sites where I [00:15:00] collect podcasters [inaudible 00:15:01] and EL Reno. It’s kind of cool. I know this is going to work, but … How do I share here? Let’s see. Let me pull this back over and I just go down below and say share my screen.

Chris Davis: Okay.

Bill: [inaudible 00:15:17] and I’ll [crosstalk 00:15:17]. ActiveCampaign. I’m gonna share the screen real fast. Okay.

Chris Davis: Alright. I can see you.

Bill: So, here I am if I go to lists.

Chris Davis: Oh that’s why. Okay. Yeah, yeah, yeah. No, no, no. You don’t want to go there. No. You want to go to campaigns.

Bill: Okay campaigns. Got it.

Chris Davis: Yeah.

Bill: My [00:15:30] brain, I mean I come back … It’s not like I do this everyday and it drives me nuts.

Chris Davis: Yeah, yeah. You do campaign and start a new campaign. Then you’ll see the screen that I was on. The you’ll see the list screen.

Bill: So new campaign?

Chris Davis: Yep, and do a standard.

Bill: Manage templates, new campaign. Drive me through this.

Chris Davis: Yep. I can’t see your screen anymore where’d it go?

Bill: You can’t see it?

Chris Davis: Well no it minimized on my-

Bill: Too small?

Chris Davis: No. I can see it now. Alright. And [00:16:00] then you’ll do new campaign. The green button at the top. New campaign.

Bill: New campaign right here.[crosstalk 00:16:04].

Chris Davis: And then do standard give it a name.

Bill: If I just want to do a standard email?

Chris Davis: Yep, yep.

Bill: Okay I’ve done it. My brain was like …

Chris Davis: Yeah, I know you got it from here.

Bill: The biggest question was though, that I can just do all three lists and it won’t send out spam.

Chris Davis: That’s it you’re right. Exactly.

Bill: Now the other thing too is I was doing some reading on your list concept, they actually talk about only making two types of lists: prospects and clients.

Chris Davis: [00:16:30] That’s to start. As your marketing grows and your needs change and get more dynamic, you will have more than two lists, but just a standard best practice start with those two and then go from there.

Bill: Can you see my screen right now?

Chris Davis: Mm-hmm (affirmative)-

Bill: This kind of cool. These are just simple welcome gates I put in off website with your forms. This is all off your stuff on some my testing.

Chris Davis: Okay.

Bill: This is kind of cool. This is just podcasters home and the people are starting to populate.

Chris Davis: [00:17:00] Sure.

Bill: I notice when you go here it’s kind of neat with the tags. I have the on tags.

Chris Davis: Yep.

Bill: You expand a text, he’s keeping short like over here.

Chris Davis: Yep. Yep.

Bill: I know-

Chris Davis: You can sort by them and all of them.

Bill: There actually not tags, those are lists, but I have some tags in there too. The list makes a tag right?

Chris Davis: You can. It’s not required, but yeah.

Bill: Okay. So, this is where it came from and that’s the same thing though … I mean I’m learning, it’s a process.

Chris Davis: Yeah.

Bill: It’s kind of cool.

Chris Davis: Yeah, yeah. Good stuff. Well, alright.

Bill: Thanks a lot Chris. Let’s see how to get off [00:17:30] of here so I can unshare here. Do you do that or …

Chris Davis: Yeah, no problem. I can do it. Let me …

Bill: Thanks. Appreciate it.

Chris Davis: Yep. Not a problem at all.

Bill: Gotta run.

Chris Davis: Have a good one.

Bill: Head to the coffee shop on the river.

Chris Davis: Alright. With that being said, we’ve got Louise, Ronald let me help you out here. Ronald had a question on the go to action. Here’s how they work let me make sure I’m [00:18:00] not missing any of the check comments. Oh, let’s see Mark. What I do without you Mark? I’d be lost. There we go. Alright, now I’m sharing. I got to keep my eye on the chat. Okay, check this out … I forgot what I … oh yeah, yeah, yeah. It was you, Ronald? And go to action and you know you asked a question and I [00:18:30] didn’t even think of it the way that you are showing it Ronald. I was like, “Oh I guess that could be a bit confusing.” I just want to clarify for everybody what the go to action is. The go to action is essentially there, excuse me, is essentially there for when you want to merge two branches. Okay? Like two separate paths or someone’s in a particular place in [00:19:00] in the automation and you want to jump them to another place. Alright? Oh look Awb says my all-time favorite AC podcast episodes are on segmentations.

Yes, I agree. If any of you wanted to … Bill’s question with hey, how many list should you have, this is next. I invite you, please listen those links in there that Awb has listed those do a good … If you’re wondering where Bill got that information from, in there you’ll see [00:19:30] how to how to approach using lists, tags custom fields and just the overall idea of segmentation. Yep. Great resources. Thank you. So in here, I want to use use the automation that’s actually doing something, because it’ll make sense Ronald. And this is what I’m saying, Ronald’s not the only person that’s had this issue or tried to do this … I would pick the one automation that has one action. How is that even possible? [00:20:00] Come on give me a branch. Yes.

Alright. What I saw, what Ronald was showing me is he wanted to use a go to action here and send it somewhere from here. Then when you release it, have it go to that action, whereas how this works Ronald, the go to action, what it will do is it needs an existing action to go to. [00:20:30] You won’t necessarily create an action after it or what not because when you see go to another action it’s essentially synonymous with end this path, so nothing can be beyond a go to another action. At that point when you see that orange that says this path has ended. It will continue somewhere else, so think of it like warping, like time warping or teleporting I should say. So you’re one place and you need to [00:21:00] go to another place, the other place has to already be existing for you to go there right? So the actions, when it says go to another actions, the actions have to already be existing for you to go there.

All of these actions, everything on here, is existing so I can use this go to and essentially go here, here, here, here, here, here, see that I can go anywhere and then when you let it go that’s how the go to action [00:21:30] works, go to another action works. That’s the functionality so what I would recommend doing, is building out all of your automation, like this one, you see it had to paths, but it doesn’t have to leap from one path to the next. Mark does this. Mark has a looping one, so when they’re done with a particular path, I could easily say, when you’re done, do it again. Okay. [00:22:00] I’ll grab this, and it could be linear like this, like a like a loop. It could be a action that’s before it. It doesn’t matter where the action is at, the main thing is that a go to another action is going to go to an existing action, alright? Let me know if that helped you out at all Ronald.

Going down the line here and we’ve got [00:22:30] one more email. Rachel I’m doing yours, Danielle you’re next. As long as you get it Ronald, as long as you get it. Okay great, and Imran I see yours. Okay so Rachel, maybe this was you. Oh it was you Rachel. Hello again, and in welcome. Rachel please, again please listen to that podcast let me know if it makes more sense to you. Let [00:23:00] me see. I didn’t put your name up here Ronald. I’ll just do that now. Ronald, oops, there we go. This is for afterwards everybody. To make it easy for people to find. Alight. Rachel I’m going to put your question up … In a few minutes late, that’s fine. I’ll add more detail in … My question is there so much to learn. Yep. What’s [00:23:30] the best way to get … Great, great, great. I’m going to copy this, here.

Great question Rachel. Alright. What’s the best way to get started and especially the best way to understand how to actually use what AC can do in my business? In other words hearing about real life examples of how people apply [00:24:00] all the different features of AC and the outcomes they get from doing this. I love the question and then there is a follow-up, alright, let me put this one in here. I have an answer for you Rachel, which the fact that you’re asking this question let’s me know we should probably have you know create a getting started pack. I’m going to work on that. She said she’d like to set up a simple autoresponder campaign and wonder if there’s a place to learn about how to create [00:24:30] the decision trees needed. I’m wondering if people sketch them out and some other software ahead of time or … This all makes sense Rachel, thank you. Thank you so much for asking this question. The first thing that I would recommend that every single person on Earth that … I get so refresh when I meet somebody that’s doing this, is when you, not even when you sign effective campaign, but if you haven’t done it when you started your business I recommend [00:25:00] a second you sign up for ActiveCampaign that you also dedicate a notebook to your automations and processes. Okay?

This notebook is going to be a life saver, it is going to be an absolute life saver because this is where you’re going to work through all of your ideas. You’re going to do what you, and Rachel, if you follow these steps … I’m going to create something out [00:25:30] of this. The first thing you have to … To set yourself up for success, is you have to document everything that you’re doing. I recommend a notebook because everybody can write on paper some people are more electronic prone, so they’ll go and jump in something like Lucidchart and start creating a flowchart that way. I recommend pen and paper because like I said, easy adoption we all have that. If it’s an existing notebook just write ActiveCampaign on it or [00:26:00] automation.

With that being said, the most important thing when you get started with ActiveCampaign, before you do anything I would document your existing processes. Document exactly what you’re doing and I’m not talking about just like, landing page then I email them. Think about your internal processes, inside of your business. Like when someone buys a product, does it require that you ship it off and what does that process look like. [00:26:30] We’re eliminating all technology at this point, we’re not even thinking about technology. We’re saying what am I doing in my business? Let me document. It could be something as simple as you writing down a list of things and then after you have those lists of things maybe your drawing arrows saying this one first and that one.

Then from there maybe you’re going to say, okay now I have this list. Now you start creating boxes where you can see boxes sending information to one, you know, showing the sequence, [00:27:00] but once you have that down and if that’s something that’s overwhelming and overbearing, the next thing I would do, and maybe you do these at the same time, is I would sign up, I should have it. I don’t. I would, what am I doing, I would definitely recommend signing [00:27:30] up for a one-on-one. If you go here and schedule 30 minutes, you can at least get somebody to help you in individually with getting your processes documented.

Once you have your processes documented, that’s when you jump in the ActiveCampaign. That’s the first step is get a notebook, a whiteboard, a flowchart software and Rachel let me know if any of this is making sense or not, and start [00:28:00] there. You you start there and use, like I said, use this one-on-one service to get your ideas down … If you’re just, hey can I just tell you what I’m doing in my business because sometimes it helps just telling somebody else, alright?

Once you have your processes down then let’s jump into the application. You jump into the application and you’re essentially going to start with your lead generation, [00:28:30] the point of entry, that’s where you’re going to start with ActiveCampaign. The point of entry. When does the contact become a lead or I should say a visitor or a prospect, when do they become a lead and then go forward from that lead point, all the way to customer and that’s what we want to build out. I’ll say, you like to set up a simple autoresponder campaign and for you, you’re saying, okay they become a lead and I need to send [00:29:00] an automated follow up after that, right? Like that’s your first step? Okay they become a lead and then the follow-up and as I’m saying this … Okay great. Great Rachel.

As I’m saying this the learn site is going to be a great resource as well because it’s going to show you how to create a campaign. It’s going to give you use cases for how to use that, but if you want to know, and I’m not getting off track here I’m [00:29:30] keeping, if you want to know how other businesses are using ActiveCampaign? I highly recommend the podcast. Right around episode 21. Let me see. Here we go, 19. Nope. Yep 19, episode 19 was my first, look at this episode where … We’re fixing that don’t worry. I had to talk about that on the other office hours, but I had to do this for iTunes. I’m waiting for the website to be updated, but Matt [00:30:00] Fox was the first external person I interviewed. Matt Fox he shows you how he’s delivering multiple leave magnets. Katrina she’s a consultant, this one was really good. Episode 21 was Kirk Duplessis, he’s got a membership site for stock trading he’s making six figures, seven figures with his online platform and he goes through and shows you how he’s using ActiveCampaign to do that, exactly that.

The next podcast, spoiler alert, is the lady who is, well no, it’s not the next [00:30:30] one so I won’t give that, I will give away. I just won’t tell you when it’s coming out, but there’s another user of the platform that markets to the government essentially, USDA for health regulations to get healthy food in schools for our kids and she’s using ActiveCampaign to do it. This one right here, episode 26 was Chris Pendergast, let’s get his name, Prendergast, he superseded [00:31:00] his crowdfunding twice. So he reached his goal and beyond twice and he goes through how use ActiveCampaign and then I went back and brought his marketing person on so we can pick her brain at how she did it too. They’re there from episode 20, from episode 19 to the current one are all use cases. Yes. She said, I didn’t know about the podcast or that it was okay to sign up for a one-on-one. [00:31:30] So happy to receive your help. Absolutely. These are at your disposal.

Do those things for now. I don’t want to overwhelm you, do those things for now and you you’ll be amazed at how much further you’ll be able to go, not just immediately like right now, but ongoing. Let me make … Mark made some suggestions here … Too many errors … Yep Mark you’re right. Look at pre-build, that’s a good one and as you are getting your processes [00:32:00] down, and this was a good recommendation by Mark, is and this is still Rachel … So you’ve got it written down, you’ve had your one-on-one, you’ve got all of your processes documented you say, I’m starting at the point of contact creation. Then you can go into the automation and you can really just look around, right? Do some window-shopping and if you want, look at this, opt-in incentive delivery. Hey, yeah, because I’m giving something away and I want to send an email. [00:32:30] That’s essentially your autoresponder.

If you go to here, and you hit create, it will automatically pull that in. You’ll go through the setup wizard, it’s going to say hey you need a form. So that’s going to let you know, I have to create a form in a, in order to send an email based off an incentive and then look it’s going to … This this simple one says submits a form, tags them, sends them the free gift and then it’s over. [00:33:00] This is actually your simple autoresponder and it’s really been built for you. So, those are resources, right? Man, that was a great question because I never really sat and walked somebody through that process of getting the notebook and identifying the point of contact, update entry and everything. Mark said there’s a lot in our marketplaces, well our marketplace is growing everybody. This is for you everybody [00:33:30] here. What do I want to do. That was muscle memory. ActiveCampaign marketplace, here go, watch this.

As you start maturing, Rachel I’m not saying you do this now, I would use the the recipes in there as start maturing. Look at all of these templates that we have and then you can download them all into your into your application. [00:34:00] Like I said that’s not given to you to overwhelm you I just wanted to let you, and everybody else know these are there. Looks like, yeah, look at that, 5 day Evergreen Launch Follow-Up. If you wanted to do an evergreen launch, you can see what see how this works, import it, and then get ideas from there, but the most important part is that you know what you’re trying to do before you start adapting what anybody else said. Whether it’s a pre-built automation or some guru selling you a course, it is extremely important [00:34:30] for you to sit down and document all of your processes.

I liken it to going to the grocery store with a list, right? You don’t want to go to the grocery store on an empty stomach with a friend that eats totally different than you, right? You’re going to end up in the grocery store with a cart full of food that right when your hunger has been satisfied, you’re going to be wondering what in the world was I doing, was I thinking. Instead you want to have that list so that you [00:35:00] know, hey look, aisle one, aisle two, aisle four, aisle five and I’m done. That’s how you want to approach marketing automation. Get your documentation down and you’ll know exactly … Okay I need to go to the automations, then I need to go to the forms, and I need to go into the lists. Okay I’m good. Alright? And leverage that that one-on-one. Depending on what plan, everybody can get at least one one-on-one regardless of what plan you’re on, even if you’re on a trial. You can get at least one one-on-one, we will not turn you down. If you [00:35:30] want on going one-on-one you’ll have to have the plus plan or higher.

A plus plan is $49 a month and you’ll get every month you’ll be able to schedule a one-on-one and the nice thing about it is you can keep the same success person. They can help you continue to build and build your business out and if you wanted to go all the way up to Enterprise, you’ll have a dedicated rep that actually does some building for you. So with the plus plan, the one-on-one’s you have once a month, you have [00:36:00] priority to have the same person, but if their schedule mixes up or what not you may have a different different person. But if you’re on the Enterprise, you’ll have a dedicated rep. You would email them it goes straight to them, when you call them, so you’ve got additional options too, but I think you’ve got more than enough just to get started and make some good headway.

Alright and Danielle I’m here for you, I’ve got your question I most [00:36:30] definitely will answer. I told you. Danielle are you still here. Yes, Danielle’s still here and Imran I saw your second one too. So, we’re going to get to that one. Edit. My question or need for clarification is regarding a list and can more than one automation be active to drive contacts to the same? Is it possible? The short answer, Danielle is yes and let me tell you why. Okay. Great, great. Alright Rachel got it. I’m glad you got a Rachel [00:37:00] and of course office hours, how did I forget. Rachel you attend these as many times as you need to, every Tuesday and Friday.

So, Danielle the short answer is, is it possible for automations to go to the same list? Multiple automations single list, yes. Think of it like this. The list is, I know it’s hard everybody because we’re trained, email marketing has [00:37:30] trained us to look at lists a certain way, but in ActiveCampaign a list is really just a grouping. It’s a grouping mechanism and they’re called … Listen they function as list because historically when when ActiveCampaign was founded it was enterprise software offering email marketing to small enterprise companies. Back in the day where you had to pay hundred of thousands of dollars [00:38:00] ActiveCampaign was being a competitive advantage, as we still are now, you see we’ve always stayed true to that, but we were serving the enterprise space and you needed list right because at that time that’s all it was, was lists. There was no such thing as marketing automation.

So as the platform evolved, lists have really become different, they’re a lot different I mean they’re like … how do I say what we got here … [00:38:30] Yeah Mark I want to use Mark’s word here. Lists are really just buckets. Think of your list as a bucket of contacts with the broadest means of of grouping. Like we have this in common, we all like this ebook, but within that there’s many many more criteria, that’s what you use tags and custom fields for. In fact, I’m going to echo what Awb did, if you scroll up Danielle, I recommend going through [00:39:00] the segmentation series to because it talk about that, but the bigger question is lists and automation. List and animations are asynchronous and by asynchronous I mean an automation is not dictated by lists, only if you do this. Only if you do new automation and your start trigger is subscribes to a list. At that point, [00:39:30] that automation is specific to that list.

There are some workarounds because you can add somebody to this automation from another automation and break that rule, but traditionally when you have subscribes to a list as a start trigger, that’s as close as you’re going to get to restricting and automation to run only on a particular list. But other than that any contact, because remember we manage contacts, we don’t manage lists [00:40:00] and tags in segments. We give those to you so that you can group your contacts, but we’re managing the contact. So all we’re saying is hey, you want to send contact A through automation A, here you go. We could really care less what list they’re on they’re going to go through that automation. So they’re asynchronous, they don’t have to work in sync, but you most definitely can sync [00:40:30] them up like this using subscribes to a list as a start to the automation.

Danielle said, “That exactly what I needed and I understand my issue now.” Great. Wow. I’m glad, I’m glad thank you. Thank you for that feedback to let me know that you got it Danielle. No problem. You are very welcome. Mark says lists are most closely attached to campaigns. Yeah because you can’t send the campaign. It’s just impossible, You can’t [00:41:00] send the campaign from ActiveCampaign without selecting a list. In that sense list are mandatory. They are mandatory everybody. There may be a day and age where list are not mandatory, but as of now they absolutely are until we can come up with a case and I’ll tell you to, this is piggybacking off what Bill said. Bill was mentioning in a lot of [00:41:30] our documentation in the podcast we talk about starting off for the prospect list and the customer list. A few other list that you may find yourself needing outside of that, even if a prospect list and customer list is just fine, I honestly, me personally I’ve realized I don’t even use a prospect and customer list. I really just use one list, but that’s the beauty of it, you can have multiple ways of doing it.

But let’s say you have your prospect and customer list and then you want to integrate with Webinar Jam. You go into Webinar Jam or let’s say, [00:42:00] new software on and whatever this new software is, it integrates at the list level, meaning whenever a contact is added to that software, they can add a contact to a list in ActiveCampaign. At that point, it probably makes sense to have a list dedicated to that platform. I know ClickFunnels is like that. A lot of users are like ClickFunnels only integrates by lists, so I have to create a list for every landing page, a separate list for every landing page, which has been a pain, so now they [00:42:30] have tags. So you can add tags in ClickFunnels, but ideally it may be a third party integration that necessitates the need of creating another list. The good part is you’re not limited to the amount of lists that you can use in ActiveCampaign. So, just wanted to make that point.

Ronald says, “Chris do you have or are you considering the table of contents for your podcast in chronological order?” Ronald. [00:43:00] Podcast. Let me see. Let me show you a couple things. I’ve been working on the podcast this week and if I go … Let me grab iTunes and show you all. Where is it. How do I … iTunes is always tricky. I just want to get to Podcast. Bare with me. Oh store. [00:43:30] How it appears from me when I look at, there we go, ActiveCampaign. When I go to ActiveCampaign they should be … Look at that, I lost my pairing. Why did they do that. This is not the podcast. tHere we go ActiveCampaign podcast. They’ll be in order in which they were recorded here. Then as you see I’ve started [00:44:00] to add the episode numbers so they’ll also start showing the episode numbers as well.

On these few I’ll have to go back and refresh the feed and the same can be said … so that’s the first way of, the the order so they’re always going to display, and I think we can do at least flip this. So if you select this, toggle this, then it’ll be the most frequently first and that’s how it’s going to work if you’re subscribed to the podcast. You’ll always get the most recent first and then I’ve added the episode numbers just [00:44:30] so people can easily find and bounce through the podcast that I’m talking about. On Stitcher … Stitcher, there we go. On Stitcher it’s the same. You’ll see that, you know, most recent and then they just go by number, episode number. And there all, are [00:45:00] they searchable by topic? I don’t know. I know they will be. No we don’t have the search here. I’m pretty sure you can go to the blog and search though. If I did segmentation podcast, it will bring you right up because the blog will search everything. So, yeah this would be your other way of being able to search.

Then Imran, let me get [00:45:30] to you. Let me see. This one, Imran I haven’t forgot about you. Alright. Close that up. Chris I have changed the branding and would like to integrate with Clickatell, don’t do this because integrations, oh can’t [00:46:00] do this because integrations are not available. I don’t know what this is. Clickatell, I’ve never seen that one. Oh SMS. Okay bulk SMS. So Imran, here’s what I would recommend. Let me see what you got. Yes, thanks okay great Ronald, it makes sense. Here’s what I would recommend [00:46:30] here, is that Clickatell it’s almost like Twilio. It looks like it’s got a like a Twilio rep, but anyway it’s SMS platform. Ideally what you want to do is be able to send contacts to Clickatell, this is what I’m assuming, so that you can send them an SMS from here, right?

Ideally it would be nice to have some of that information come back to ActiveCampaign as well, but by default [00:47:00] I’m pretty sure what you would like to do is send contacts to Clickatell to send out an email, I mean an SMS. And it would be even better if you can send the entire contact because then we could use custom fields and merge data. But somebody’s in an automation and you say, hey want to send an SMS, you want to send them to Clickatell and then the SMS goes out. Use SMS in automations. Yes, are you saying you do use SMS? Are you … because that’s [00:47:30] what I would recommend do, but it looks like you’re using a different platform for it. Let me know what you mean. Oh okay. You don’t currently use SMS. Which makes sense. So in that sense, what you’ll want to do is a webhook. Okay, if you push SMS to AC to create new contact can you do it without an email? You can do it. You can do it, no, no, no, no, you can’t. You can’t create a new contact. [00:48:00] A new contact can be, nope you can’t do it without an email Mark They’ve got to have that field set up.

If you’re not using the built in as SMS, this is what Imran’s talking about. He’s not using this, sending SMS, you’ll have to use this Imran, webhook. You’ll have to use a webhook and I don’t know this one, unfortunately I’ve not used Clickatell before, but you’re going to have to look into their … Well, let me see. Do they integrate with Zapier. [00:48:30] If they integrate with Zapier you’re good. And it looks like they do. I think they do. Yeah, yeah so I would do that. I would use …. Okay not in Canada or US can’t use built in SMS. Okay, good to know. What I would do is, I have an office hours that goes over how to set up these webhooks. [00:49:00] Essentially what I would do, is I would send out a webhook from ActiveCampaign, I’ll send a webhook out for, let’s say here I wanted to send an SMS. So I send it webhook and this web will go to Zapier. Zapier would then take the information and send it to Clickatell and the SMS can go out via Clickatell. That’s exactly how I would do it. If you want that … Let me see, webhook, [00:49:30] office hours. There was one, I think it’s this one, hidden fields, webhooks, it’s two that I did webhooks. I think it’s this one. It might be both of these. There are two recent ones, but they both go over how to use the webhook.

Okay, okay you got it. If you need help just shoot me an email and by then I’ll probably [00:50:00] would have identified. This is why we need the transcriptions, but yes that’s what that’s exactly what I would do. Send the webhook out of ActiveCampaign to Zapier, let Zapier send it to Clickatell and you should be just fine. You’ll be good to go. Alright? Alright everybody that puts us, yes you’re very welcome Imran, that puts us right at the one hour mark.

Thank you all for your questions and I am [00:50:30] excited that or I’m hopeful that something I said today helped you all, helped move the needle. Sometimes some of these office hours that you do a leap, and some of them you’ll do a big step, and some of them you’ll just do a tiny nudge, but either way there’s going to be forward progression. Alright? So with that in mind, come back, come back and keep asking, keep engaging. Watch [00:51:00] these over, just because we went through it one time, doesn’t mean that it’s stuck. Just keep participating everybody. It is a process. Marketing is a process and leveraging marketing automation it’s just not done in one just one fell swoop alright.

So stay encouraged and continue on everybody, continue on fighting the good fight of building integrity-based businesses with strong customer services that are [00:51:30] scaling and reaching more people, changing lives, and providing a reputable product and or service. Have a great weekend. Be safe over the weekend, be present with your family, friends, and loved ones. Unplug for a little bit, take walk, go skiing hiking, something away from the computer, have some down time to recharge the next week. Again thank you for attending, we do it all over again on Tuesday at 10 a.m. Central. I would love to [00:52:00] have you back on and if you can make it send me the questions via email early and we’ll make sure that we get them all answered as we did today. So signing off. Have a great weekend. Thank you all. Everybody, thank you and have a great one.