circle-check-hollow4608FFE1-4420-41C5-B602-FE264E2D6F8D3E3E365B-80E8-4F6E-9288-3AF21C84374F086DDED4-C570-4A30-B5C2-0ACC4288D0B5restoresplit7B3B240D-B907-4145-8670-B2C9BE1E23A21194A048-5BA5-49C7-B176-32DBA6A5315A5990E9EA-4599-4220-A42D-68262CBA3687

Office Hours – August 29, 2017

Recording of Office Hours hosted by Chris Davis on August 29, 2017.

Transcript

Chris Davis: Let’s go to these questions. The first question I have is … I’m going to put this up. Going to put these here. Let me format this. I had everything ready. The only thing I forgot was to get my notepad already formatted. All right. There we [00:00:30] go. Let me just put the name, Anthony. Yeah, so Anthony’s in Australia, and it’s very hard to attend. In fact, right now in Australia, I think it’s late at night tomorrow. I think it’s deep in the nighttime tomorrow in Australia. Today is Tuesday, I think it’s Wednesday [00:01:00] night right now. I’m going to answer this for Anthony and he can watch the replay and get his question answered there.

“Best practices for making changes to an automation, such as when you’re optimizing a paid traffic campaign.” Great question Anthony. What I would do, any time I’m running a live marketing, [00:01:30] some live marketing, we’ll say that. Any time I have live marketing running, and I want to adjust something, I like to start a lot of my automations with the form submission. That could be, the only downside to using the form as a start trigger is if you have multiple forms that go into the same funnel, I should say funnel, the same automations at that point. Then [00:02:00] I would apply a tag.

Let me illustrate what I mean. This is just some background that I’m laying down here. What happened to, where did it go? I don’t know where my, sorry everybody, I can’t find my app. All right, that’s fine. We’ll just use this for now.

[00:02:30] Essentially … Let me turn this off. There we go. All right, we’re good now. I like to use a form submission. I haven’t used this one in a while, it’s a little more sensitive. Anyways, this is really bad. All right. [00:03:00] There we go. I like to use a form submission to start my automations, as a start. The only time that I won’t do that is if, let’s say I have multiple forms. I’m going to just use three for now. I’ve got multiple forms, [00:03:30] and they all … This is an automation, we’ll just say.

We have an automation here, and they all start the same automation. At that point, instead of using three different start triggers, instead of doing this, essentially I would like to have added … Let me see if I can erase this. Instead of [00:04:00] doing that, instead of them all going to the automation, instead I would do something like this. Have every form apply the same tag. Then that tag starts the automation.

[00:04:30] That’s just some quick background. If I have one form, and maybe that form is on multiple pages, I’m using the same form on multiple pages. I’m fine with using a form. Me personally, I find it easier just to use a form. If I’ve got multiple forms, like you want a specific form for each paid media page, or you’ve got paid media coming from multiple sources with different forms. At that point, [00:05:00] instead of using three different forms as the start triggers, I would say … You have three, instead of using those three in ActiveCampaign, set it up to where each one of those forms applies this tag here. Then use this tag as the start trigger for the automation. It just streamlines it all so that they can [00:05:30] easily get into the same automation without having multiple start triggers, or continuing to add more and more start triggers.

With that in mind, what I would say do, is we have our form, and for your case I’ll just say you’re running paid media from different sources to the same page. You’re using our attribution, which is tracking the source in which it came from, and that’s being populated. All is well. [00:06:00] What I would do is this. In your automations, and this is best practices to making changes to an automation. The best practice to making a change to an automation is duplicate it. Like step one is duplicate it. You know what? I’m just going to write here, on your questions.

Step one [00:06:30] is duplicate the automation. By doing so, you protect everybody that’s in the current automation from jumping, or from disrupting their current process. Because if you start, you know, a lot of people will turn an automation inactive, which essentially pauses it, and then they’ll adjust it and then they’ll activate it again. The problem with that is, if you add or remove elements [00:07:00] that contacts perhaps are waiting for, or they’re about to engage with, you run the risk that something weird is going to happen with that automation.

If they’re at a wait state, and you adjust that wait state from like five days to seven, it’s not like the platform is going to say, “Oh okay, since they were waiting for five and it’s been four and a half days, so I’ll just add two days to it.” That’s not how it works. That’s how we think, as humans, and you would think, [00:07:30] well a computer should be able to do that. There’s so much advanced logic, code running in the background, that when you start adjusting things live, I have not ran into a single case where it did not produce unanticipated results.

The first thing I do is duplicate the automation. Once I’ve duplicated the automation, in the duplicate [00:08:00] is where I make all my changes. All necessary changes. Once my changes are done … Now one thing to keep in mind, the people who have entered the previous automation, you have to let them finish the automation. You have to, because it’s going to be too hard to try to progress them, or let them start off in a new automation where they left off in an old automation. The first thing [00:08:30] in your mind is, you know what? I’ve got 1000 people in this automation, but going forward I want people to have a different experience. Well those 1000 people are in that automation.

Think of it like a movie. What if somebody registers, they buy a ticket, and they go into the movie theater for the ten o’clock showing. You say, “You know what? I want to add a special trailer at the end of this movie.” It will be harder [00:09:00] for you to go in there and stop the movie and try to swap out the film, for the people who are already watching it, and disrupt their journey, even though it’s for their benefit. You could say, “Hey, wait a minute. I know you’re 25 minutes in, but let me just swap this out and try to fast forward back to the 25 minutes, just so you can see this end trailer.” Nobody would want to do that, so treat the automation the same way.

When they opt in, what they’re opting in for, even though they don’t know [00:09:30] it, they’re opting in for what you have in place at that time. If you want to change it, all of your changes are going to be for anybody after that. At some point you say, “I want to change it.” You duplicate it. Now you’re saying everybody who’s entered that automation, let them finish it, and all the new people are going to go into the new theater room, or the new automation. How do you do that? Well if we’re at the movie theaters, you just start selling a different ticket, [00:10:00] a ticket to a different theater.

In this case what we’ll do is we want to deactivate the previous automation start trigger, and then lastly we want to activate the new automation. This has the same start trigger as [00:10:30] the previous. That way we just did a switch. When I think of switches I think of train tracks, because I catch the train here in Chicago. You know, you could be on one train, and then they could hit a switch, the conductor, and then all of a sudden you’re just on another path, and it’s nice and seamless. By deactivating the previous automation start trigger, that’s the key. I did not say deactivate [00:11:00] the automation. You want to keep that automation live and you just want to delete the start trigger. It looks like this.

If I were to go, let me just pick any one. Essentially I’ll treat this like it’s live. What I would do is deactivate the previous automation’s start trigger, I would delete the trigger. Now there’s no way for new people to get in. Then immediately after that, I’m going to go to my other automation, that has the same [00:11:30] start trigger as my previous one, and I’m going to activate that one. Essentially they’re going to fill out the same form. Same landing page. Same traffic. Whatever you’re doing, nothing changes. It’s just an ActiveCampaign, since you activated another automation with that start trigger, they’ll now start going into the new automation that you made.

That’s the best practices if you want to ensure that you [00:12:00] don’t mess up, that you don’t mess up the experience. That’s for making changes to an automation. You mention, such as when you’re optimizing a paid traffic campaign. Honestly, I wouldn’t limit it to that. I would say any time you’ve got live marketing running through ActiveCampaign. Any time. Any time you have that live marketing running, then this is the process. Whether it’s paid media [00:12:30] or just organic traffic, or just really good traffic to the site.

All right. “Chris, can I let them all reach a certain goal in the old automation, then transfer them to a new automation?” Ronald, that’s a good question. Do a follow up here to this one. Ronald is saying, “Can I let them reach a certain goal in [00:13:00] the old automation, then transfer them to a new automation?”

if we did that, if we set up a goal in the automation … We could do that, and then use a goal as a start trigger to the second automation. The second automation I could easily go in here and say, “Goal is achieved.” Once they’ve achieved a goal in a particular automation, the previous one, they’ll be transferred [00:13:30] over to this new one. The problem is if I’m making updates to an existing automation, there’s a good chance … Well you know what? You could pull this off. It can get dirty.

What I was going to say is there’s a good chance they’ll get repeat information. They’ll get repeat. Do I want to do it like that? Yeah, [00:14:00] they’ll get different … There’s so many use cases. There’s so many things that can go wrong, honestly. I can see it potentially working at a very basic level. Like if I have this goal, and when they complete this goal, maybe everybody that’s waiting here, and in my second automation I use this go completion as a start, and then delete everything after this.

[00:14:30] At that point then it’s not like I would be able to give them this first step over, but the new automation would have to have this first step and everything afterwards. That’s what I mean. The hard part isn’t necessarily transferring them, the hard part is keeping the experience consistent. Because, like I said, if I transfer them from one automation to the next, now I’ve got an [00:15:00] automation that I essentially need to handle old contacts and new contacts. It looks like this. Let me, this tablet turns off to save me energy.

It looks like this. I wonder how I cam. Let’s say this is automation [00:15:30] one. Automation one, and then this is automation two. This automation is going to have all the, we’ll say your first subscribers. [00:16:00] 100% of it is going to be the first subscribers. Now what we want is this second automation should have your second subs, but if we do this, if we transfer like this, it’s really going to look like this. You’re going to have [00:16:30] some of your first subs and second, all in one automation. It’s all going to be in this automation, and you’re going to have to build this automation to take into account not only these, the second subscribers, the ones that are coming after you’ve duplicated this, but you also have to account for the first subscribers.

Now [00:17:00] I have, like I said, one journey, two different audiences, or two different crowds. That can be extremely hard to do. That’s why I said, don’t do it. Don’t do this. We’re talking about best practice. If you want to get ninja, you can try. Don’t do that, so now you don’t have to worry about this. You don’t have to worry about these subs [00:17:30] at all. Now this is 100% too. Each automation, though it’s a duplicate, though this one is a duplicate, its journey is specific to them. Then the previous one’s journey, [00:18:00] this one is specific to them. See, 100%. That’s the best way that I can recommend to do it.

Then we have, okay, best practices for list clean up to increase open rates/engagement. All right. The very first step I recommend you doing. When you set up your ActiveCampaign account, click new automation, and [00:18:30] there it is. The first automations that I recommend you put into your account. In fact, you can set these up before you even send an email out, which is what I recommend you do. Set up engagement tagging. You see these two automations? Let’s just create this one.

Get this set up, because essentially this is going to say they’re engaged, [00:19:00] whatever their recent activity is. Remove the disengage tag. Remove the inactive tag, because they’re active. Wait seven days. This one, I’ll just walk through it real quick. This one is saying, after seven days if you haven’t done anything, then we’re going to remove whatever recent activity you did. Wait for 21 days and then say you’re disengaged. Wait for 30 days, and say you’re inactive. [00:19:30] I don’t want to use this one, obviously. Maybe I think I’ve created one in here. Let me see. Engagement monitor. Look at all of these engagements, the engagement ones we did. I can’t remember which one is which. I think this is the one.

Here it is. This is the one I wanted to do. This is the one. I’ll put this [00:20:00] in … How can I send this to you if you’re in the replay? Here’s the link. I’ll put it on the screen and you’ll just have to type it in. If you type this link in, you’ll be just fine. Engagement automation. Whoa. Let me do [00:20:30] paste to match style. Here’s why. Is this bold to you all? I can’t tell. Okay, it’s not. Use that link for everybody on the call. Let me put this link in the chat for you.

Here’s how it works. Essentially we’re going to say, when someone is added to this engagement monitor, we’re going to remove the tag. Why would we remove the active tag? [00:21:00] We want to remove the inactive tag. Yeah, why would I remove that? If they’re engaged, and then I wait for 30 days, and then I add the tag that they haven’t engaged in 30 days. Then I wait for 30 more days, and then I remove the 30 day tag and say they haven’t engaged in 60 days. I can do this ongoing for 90, 120, whatever. I don’t recommend going beyond 120. I [00:21:30] mean you could, but I’ve found, honestly in my experience, I’ve found 90 days and beyond is all the same. You don’t see a big difference between 90 and 120 and 130 and all of that.

If it’s been three months since they’ve not engaged, three months, ten months, it’s all the same. Those leads tend to be very similar, to the point where you don’t gain a whole lot with extending it out. This is the first [00:22:00] thing. You get this set up. Now, this is part one. Part two is this. This is part one of it, and I think this is part two, engagement trigger. You see, this one doesn’t have, this doesn’t have a start trigger, that’s because another automation starts it.

This automation essentially says, have they clicked on any email or read any email? Have they engaged at all with our messaging? If so, [00:22:30] stop wherever you’re at in here, so if they’re cue for 30 days, it will kill it and remove them from here, so that they never get the not engaged for 30 days tag. It will wait for one day, and then it will start this automation. It will start this automation all over again. If they stay in here beyond 30 days for the next time, they will get this tag. If they stay beyond 60 days, they will get this tag. So on and so forth. I’ll call that [00:23:00] engagement trigger automation. I’ll put that link here. Put that link in there as well. I went over this in a previous office hours, I’m not sure which one, but this is going to be exactly what you want. I’m putting this in the chat as well.

All right. Now let’s [00:23:30] talk about why I mention these, and how they answer the question at hand. Best practices for list clean up to increase open rates. Now, check this out, you can do two things. You can do many things. The reason why this engagement automation and the trigger automation work well, because this allows you to automate your list cleanup. Imagine an automation that looks like this. The [00:24:00] start trigger is 60 days, not engaged for 60 days. They’ve not engaged for 60 days, and let’s just say they have not clicked on any link, and they haven’t opened any email. No, let me not do that yet. No, I don’t want to do it yet. [00:24:30] I don’t want to use it here. Let me just do this.

They’ve not engaged for 60 plus days, they’re going to enter this automation. Then I want to say they have not clicked. I don’t want to use has not. Actions, have they clicked on any link, or [00:25:00] have they opened any campaign or email? If they have, that means they have engaged, they’re just kind of slipping away. Then maybe I let them pass and I don’t do anything. If they’ve not engaged for 60 days, and then they come in here and they have not clicked or opened any email, at this point they’re pretty much a dead lead. I can unsubscribe them. [00:25:30] I can choose to unsubscribe them from the list, because they’re dead weight, they’ve proven it. For 60 days they haven’t done a single thing.

Now of course, this is assuming that you’re sending consistently. They opted in for something, got at least four or five emails. You’re sending at least one monthly email, so they’ve received about six emails, and they haven’t done anything with any of them. At that point you could unsubscribe them, or you could do something like [00:26:00] sending an email.

You could kick off an email that says, “Are you still interested?” It could be very simple and say, “Hey look, I see we haven’t engaged in a while. I just wanted to know if you’re still interested. If so, great. If not, I’ll be removing you in the next 30 days.” Something like [00:26:30] that. If they click that link, then the other engagement, what’s going to happen, this is going to trigger. They’re going to click that link and this is going to say, “Exit the engagement monitor.” Which is going to remove their 60 day tag.

What we can do is, right after that, is say conditions, wait until the action … [00:27:00] Oops. I wanted tags. The tag does not exist. We’ll give them, how long do you want to give them? We’ll give them two weeks. We’ll give them 14 days. Let me see, wait until that’s … For up to 14 days. [00:27:30] We’ll give them up to 14 days, and then right after that we’re going to check. Do you have that one? If you no longer have, does the contact match it? They have the tag. If they still have the tag, then I’m pretty sure at this point, I’m pretty confident in unsubscribing them. Me personally, but you can do what you want to do at that point. If they don’t have the tag after 14 days, what does that mean? That means this was effective. Your email was effective [00:28:00] in keeping them from slipping away.

That’s why we want to set up engagement tracking. Then you’ll be able to have this automation re-engagement that’s going on, that’s helping them from slipping away. The second thing, so now we have this, the second thing we do is now we have these core buckets, of 30 days [00:28:30] slipped, 60 days slipped, and 90 days slipped. When it comes to sending a broadcast, perhaps you want to segment by their activity. Maybe the 30 days and under people you want to, that’s who you’re going to bank on, whatever that number is. Let’s say in 30 days we have 987. In 60, we have [00:29:00] 657. In 90 days we’ve 1236. Let’s say these are our numbers, and our total database from here is around 3000 contacts. Now I know I can look at this and say, okay, I’m going to send an email.

Let’s just say this. I’m going to send an email to all of these leads. Then I’m going to monitor how these numbers are [00:29:30] effective. That’s going to tell me, A, the effectiveness of my email. B, it’s also going to tell me who’s engaging. If 30 days slip goes down to like 400, or let’s say if it goes down half, that’s good. If it goes down just 100 or 50 contacts, if it goes down like 10% or 5%, then we know for sure these people are truly slipping away. Now [00:30:00] you can do whatever you think is necessary. You can send them a goodbye email like, “Is this goodbye? Do you no longer want to hear from me?” You can try some things.

Essentially the best practices for list cleanup and to increase your open rates and engagement, is to make sure that you’re monitoring who’s engaging and not, and treating them specific to how they’re engaging. I would not be spending a whole lot of time emailing [00:30:30] people who have slipped away for 90 days. I just would not, because your deliverability is going to take a hit, because they’ve shown you that, hey I’m not interested. You run the risk of spam complaints. That’s how I would do that.

Ronald says, let me put yours up here Ronald. Remember, these are [00:31:00] best practices. You’re all going to have your specific business and you’re going to be doing things and you’ll say, “You know what? I need to make this quick adjustment.” That’s fine. That’s exactly what you’re supposed to do. I’m just trying to give you a framework to start with. Ronald says, “Do I have to create that email manually, or can I automate it to inform them they will be deleted if no action is taken?”

Yeah, I mean this email, I think you’re talking about this email [00:31:30] Ronald. This email can very much be automated. The thing is, as you see, the automation is going to do the deleting after 14 days. In this email I’m going to say, “Hey, looks like we haven’t engaged.” You’re not blaming them. It’s not like you’re indicting them saying, “Hey, you haven’t done anything.” It’s like “We, you and I, it’s been awhile since we’ve last engaged. I just wanted to check and see if [00:32:00] you’re still interested. If not, no harm. I’ll give you a couple weeks to reply. Simply reply to this email or click the link below to let me know that you’re still interested. Otherwise, in a couple weeks I’ll remove you from my mailing list.”

It doesn’t have to be abrasive. You know what I’m saying? You don’t have to indict them. It doesn’t have to be condemning. In fact, I don’t recommend it be any of those things. It could be very light. Remember, let’s [00:32:30] walk through this just one more time, because this is a very powerful automation honestly. I’ll call this 60 day goodbye. What we’re saying is, the first criteria is you haven’t engaged in two months. It’s been two months.

Imagine if you send like a weekly newsletter, or if what they opted in for had like a 14 email on-boarding sequence or something like that. [00:33:00] You’ll want to take into account the amount of emails they could have received in 60 days. If you’re a really light sender and they only received two emails in two months, this is probably really aggressive. I would like to wait until they’ve got at least five or six emails before you say, “Hey, do you still want this?” This 60 tag for me represents they opted in for some free offer. That follow up sequence is four emails, and I send a monthly [00:33:30] email. They’ve got two monthly emails and a four email follow up sequence, so that’s six emails.

At this point, they haven’t engaged in 60 days, or maybe they did engage with all of that, but it’s been 60 days. I don’t know which case is which, so now I need to check. Because if they’ve clicked any link or have opened any campaign, this means they’ve engaged before. They’ve engaged at some point in the past, [00:34:00] they’re truly slipping away. This yes branch is for people who are slipping away. In fact, we could say, Yes are contacts that are slipping away. No would be contacts who never showed interest. This is true.

Because [00:34:30] like I said, yes means you did something in the past. We were engaging at some point, now we’re not. What happened? What did I do wrong? Maybe they got busy, or maybe their needs changes, maybe their preferences changed. Maybe they’re listening to something else. Maybe they made a shift in their business. I don’t know. I know that we were engaging at some point. On this yes one, let’s say I end the automation. I left this open ended, but let’s [00:35:00] say I want to end the automation right here, all that means is they’re going to be able to progress through my engagement monitor. If I had 90 days, I’m going to allow them to go out and see if they get the 90 day tag.

Essentially by ending this automation here, essentially what I’m saying is, “I’ll let you live.” Sounds so harsh. Let me say it like this, I’ll let you proceed for a little while longer. [00:35:30] Let’s see if you engage. If you’ve not engaged in 60 days, and then I come here and see that you’ve never engaged, that’s why I said, you never showed any interest. You never show me you’re really into me.

Like we met, we exchanged numbers, you never called. You never open my emails. You never responded to my text messages. You have shown absolutely no interest, so I’m going [00:36:00] to do just one last service and say, “Hey, are we even still on?” Is this still a thing? Are we still doing this? Just curious. I’m not saying this to tell you what you did wrong, or XYZ. I’m just, hey, are you still interested? You know I send the latest tips and tricks. I send information about true healing, or whatever it is. Are you still interested in that information? [00:36:30] If so, click this link.

That link will take them to a simple thank you page that says, “Your preferences have been updated. Thank you. We’ll continue to send ongoing emails from us.” Just a simple page. You say, “If you are still interested, click the link or reply to this email.” When they click that link, what we can do is, honestly we can have that [00:37:00] link click. Because I just realized a flaw in this, if they open this email, they’ll be tagged as engaged, which is not clicking the link. Maybe we want to have a link click action. Here it goes. Got it. Let me change this really quick. See, I’m glad I talked through it. Clicked link, still interested. [00:37:30] All right. Exists. Now when they click the link in this email, they’re going to get the still interested tag.

You’re just going to wait, you’re going to wait here until they click that link, for up to 14 days. Let me change this one to be consistent. Okay. After 14 days, or [00:38:00] if they click the link, whichever one goes first, we’re going to say, “Hey, did you click that link or not?” If the contact did not click the link … Now this needs to move over. If the contact clicked the link, we’re all good. They’re marked as active and they’ll continue to receive information. If not, we unsubscribe them. [00:38:30] Many layers of segmenting automatically.

By doing this, I’m telling you, you’re going to keep people off that are not showing interest. They’re the ones, I’m telling you, they are the ones that are responsible for driving down your performance. It’s not the platform. I’ve used many platforms, and I’ve never had an issue with any of them. I’ve used some pretty crappy platforms. [00:39:00] Now, when you see people saying, “Hey, my deliverability is going down. What’s going on with ActiveCampaign? What’s going on with [SED 00:39:09] email service provider?” I guarantee they’re not doing something similar to this. I guarantee you. This is the only way to really increase your opens. Your opens, click and just monitor it.

Remember, at any time we can go back and do whatever we want to with these people. We can do whatever we want [00:39:30] to, but if I’m going to run a time sensitive promotion, best believe I’m targeting 30 days and below. That’s what I’m basing my projections off of. If I’m saying, I need to convert 1% of all contacts with this latest promotion. What am I going to do? I’m looking at my 30 days people, and saying, okay, I have 987, 10% of that is 98, roughly, 1% of that is nine. [00:40:00] I’m going to anticipate, with my marketing, nine people are going to convert. That’s what I’m going to assume. Because I’m looking at my 30 days right now.

I’m not saying you can’t send it to the 60 and 90, just keep your expectations real. The people who are engaging have the highest probability to continue to engage. The people who are not engaging have the highest probability to not [00:40:30] engage. That’s kind of both of them, how do you increase it, and Ronald, do I create that email manually or can I automate it? Yeah, you absolutely want to automate it, because look at all of the logic steps. Have you engaged in 60 days? If so, is it because you never clicked a link, or have you clicked the link before? Then you send the email. This is going to happen, we could have it happen every time they slip away or just one time. [00:41:00] I think one time is just fine.

Here’s what you can also do, one other thing. Here is, just so we know, because it’s just going to show as a unsubscribe. You can say, “I personally automatically unsubscribed them from this list because [00:41:30] they didn’t show interest or intention to engage.” Now this note will be added to the contact, and serve as a point of reference so you can always remember, because all you’re going to see is they unsubscribed from the list. You may be thinking they unsubscribed from an email click or it’s something they did. By having that note there, it’s a nice reminder on the contact that says, “Hey no, look, [00:42:00] I did this automatically. This was done within an automation.” Unsubscribed them from there.

This is actually really … Here, I’m going to share this with you all. Because I feel like just downloading this and kind of studying it would be good, would be good practice. [00:42:30] 60 day goodbye automation. All right. If you have any questions, let me know. Let me put it in a chat. It’s in the chat as well. Yeah, great questions. Great questions everybody. Those were some really good questions. [00:43:00] Do we have any more? If not … Oh wait a minute. Ronald, I missed one.

“Chris, where do we pick up from in this automation?” Let me put this up here. Ronald, add to yours. Ronald says, “Where do we pick up from in this automation?” I’m thinking you mean, [00:43:30] where do they go after they end this automation? What’s next for them? In this case, the end of the automation is essentially saying, “You’ve engaged.” Any time we see in this automation, in this one, it’s pretty much saying, “No, this is not goodbye, this is hello.” Our whole goal for this automation is for them to say, “Hi.” At the point that they have said hi, [00:44:00] or they’ve said hi in the past, honestly. If they’ve said hi before, or they’re saying hi for the first time, that’s what we want. This is they’ve said hi before. This is they’re saying hi for the first time. That’s what these in this automation is.

Once we get that hi, we’re just allowing them to continue whichever journey they were already on. If they were scheduled to receive our next [00:44:30] email in two weeks, now they’ll get it. Ending the automation is essentially saying, “Okay, I got a response out of you.” This whole automation is to get a response out of them. People do it all the time, they try to poke people and make them angry, or make them giggle. That’s what this is, this is the engagement poke. You entered here, and the only way you’re getting out is by showing that you’ve said hi before, or to say [00:45:00] hi now. This is running in parallel. Ronald says he gets it, great. Just so you know, we’re running in parallel with all the other automations. This is kind of running along the side.

All right, Rachel, howdy. Let me get your question in here Rachel. Rachel, “I [00:45:30] have a question you may have covered. I would like to send a welcome email to people on my list, and a slightly different welcome email for those yet to join. Then I’d like them to receive the same emails after that. Would you mind reviewing this, if you didn’t cover it already?” Rachel, I love this question. Love, love, love [00:46:00] this question, because you let me show off a feature that I don’t get to show off often. Let me just make sure. Would like to send one welcome email to people on my list now. Then add a slightly different for those yet to join. I read it correctly.

Here’s what I would do. Rachel, I’m excited right now. I’ve got nine minutes, I can do this. We’ll say they fill out a form … No, we’ll [00:46:30] say just subscribes to a list. Subscribes to this list, and what we want to do is send a welcome email to the people who are currently on your list, and then a slightly different one for those yet to join. How do I want to do this? Let me see. [00:47:00] Okay, here’s how I would do it.

First things first is you would send the first email, so this one. I would like to send one welcome email to people on my list now. You would go through here. Go [00:47:30] through the campaign, send that email off to them. Send that campaign to them, that satisfies everybody who’s on your list. Then you’d like to send a slightly different. At this point now, from this point forward, they’re all going to receive a different email, a slightly different welcome email. Since you’ve sent that, what we can do now is, in here, [00:48:00] if they’ve subscribed to another list, go to the segment. Then we can use action, has been sent. If they have been sent … No, no, no. I don’t want to do it here, I’m sorry.

Subscribes to a list, then I go to here. This is where I wanted to do it. Has been sent. We’ll say the welcome email that you sent as a campaign. [00:48:30] If they’ve already received it, and this is for people who have already received it and maybe they subscribe again, or trigger this automation however we want to. If they’ve already received the welcome email, then we just end this automation. If they have not received it, then now we could send them the new welcome.

This is [00:49:00] a simple, but powerful, I love that combo. This is a simple but powerful way to do it. This one now, slightly different welcome email for those to join. After that, we’ll say … [00:49:30] You know we can add a tag. Ongoing communication, and we could do something like start. Add this tag, and then go to … There we go, because then she’d like them to receive [00:50:00] the same emails after that. Now this tag is essentially what we’re using to send both people who have received it already and people who have not, ongoing communication. Maybe this starts another automation that has all of your emails going forward. This is how I would achieve that, Rachel. Let me know if that makes sense.

Step one would be, send a campaign to your [00:50:30] existing list. Then step two is to set up an automation for everybody who joins that list later, but check to see, hey, have you been sent the email already? Have you already received the welcome? If so, just you continue on your ongoing communication, if not, I’m going to send you the new welcome email. That way we could do it automatically.

[00:51:00] The initial campaign serves as like, okay, your line in the sand. After I send this email, going forward I want everybody else to start going through this automation. It’s going to check so that they never receive that email again, because you don’t want to be repetitive. All right. Rachel says, “Oh, I was thinking I would use a tag to label those who received the first email.” [00:51:30] Yeah, you could, but since we track all of that information for you, it’s easier to just use the has been sent. “I was thinking I would use a tag to label those who received the first email.” That’s fine. You can put a tag here. Yeah, you could tag them, there’s nothing wrong with that.

If you’re going [00:52:00] through here, and you hit continue, and you’re going and you’re selecting your list, you could easily go back here after you’ve sent it. As you see, it’s going to essentially be the same steps as I did in the automation. Has been sent, and then you’ll select your welcome email. [00:52:30] Search. Then from there it’ll come up and then you could just add a tag to all of those people, that has been sent. Really we’re achieving that just by having this here. We can add all of those contacts to this automation with the bulk editor, it doesn’t matter, because they’re always going to go down this path and say, “Yes, I received it.” Then you could tag them. Of course, with everything there’s more than one way to [00:53:00] solve a problem.

“Could you save this or post it in the chat for me please?” Yeah, let me give you this automation. Yeah Rachel, import this one. Play with this, see if it makes sense. This is just my proposed way, because like I said, I would like for it to be more automated going forward, than manual. I’m posting the link here. The link is in the chat [00:53:30] too. It’s just something to think about.

“Do I need to use the bulk editor then or not? Perhaps you could show that.” For instance, so you sent the email out to everybody existing on your list, and then you made this one active. Now everybody coming into the list going forward, will go through this logic. At that point, you don’t need to do anything. If we wanted to do this, if we wanted to add a tag, [00:54:00] I don’t know, has been sent old welcome. That happens right before they get the ongoing communication, so these old people don’t get that tag.

You could then, if you wanted to tag these people, these yes branch people, you could go into here. We’ll just assume that all of these people met my criteria [00:54:30] as far as has been sent. You go to edit all, and then add to automation. Then I would select that automation and then do apply changes. Now everybody who has received your first welcome will … Oh, did I do that? Did I go out of it? Now everybody who’s received your first welcome will [00:55:00] go in here, through the bulk editor. Remember, you’re doing the bulk editor here. They’ll go here, they’ll satisfy this condition. They’ll get the tag, has been sent. Then they’ll get the ongoing communication tag as well.

That’s only if you want to tag them that way. Like I said, I don’t think you need to tag them at all, because that information is found right in this clause of has been sent, since we’re tracking that for you. You could easily just send them the campaign. The campaign will always [00:55:30] show you who it was sent to. If I go, I don’t have one that I’ve sent, but you see where it says, “Sent to.” You’ll always be able to pull who the campaign was sent to. If you want to do some bulk actions and tag them, you’ll always be able to do that. That’s why I feel like sending a campaign to the existing people on your list, and then setting up this automation is all you really have to do. Because this handles the people going forward, and then [00:56:00] the campaign handles the people who are existing. Those were really the two that you needed. Yup, you’re very welcome Rachel. No problem at all.

With that, we are at our closing point everybody. Thank you for your questions. Thank you for attending. Thank you for participating. Remember, our next session is Friday at 1:00 PM Central, and I’d love to have you back on. You can attend these as many times [00:56:30] as you have time for. Remember, if you can’t make it, send an email. Send an email like Anthony did, with your questions, and I’ll get them answered and then we’ll have the recording up so you can watch it at your leisure and have your questions answered. Continue on.

I hope your week is starting out on a good note, and I hope I was part of it. You’re very welcome Ronald as well. Keep striving everybody. Keep striving for greatness in your business. [00:57:00] Keep pushing the limits of ActiveCampaign. Not for the sake of complexity, but for the sake of getting all that you can for your business. Using marketing automation to its maximum for your business. Not to say that you’re some ninja and you’re doing all these fancy things, but to do that, grow your business, that’s the goal.

Rachel, the replay will be up shortly. Here is, let me put [00:57:30] this link in here so you can always have … I think it’s this one. I put it in the chat, that’s the album where all of the office hours are uploaded to. If you have a Vimeo account and you subscribe to ActiveCampaign, that collection, you’ll get a email notification every time it’s uploaded. Otherwise, it’ll be on the website [00:58:00] at its own link. Those are the ways, until we simplify it. Remember, the redesign is coming along and things will be a lot simpler after that, a lot more simple after that. With that, thank you everybody for attending. Have a great week, and hopefully I’ll see you all again next Friday. Have a good one.

Ronald, yes, I’ll go over your question on Friday. [00:58:30] The quick answer is, they’re in parallel. They’re running in parallel. They’re not sequential, so ending one automation does not stop their journey in other automations. It just is something running alongside. Think of like a car and a bike going down the street at the same time, and the bike stopping at the store and the car is continuing to go. Just because the bike stopped, doesn’t mean the car stopped. Just because one automation stopped, doesn’t mean all the other automations are stopping.

[00:59:00] All right, see you all on Friday hopefully again. Yes, have a good week.