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Office Hours – August 4, 2017

Recording of Office Hours hosted by Chris Davis on August 4, 2017.

Topics covered in this session:

  • Using a form on a landing page
  • How to autopopulate a spreadsheet with custom field data from a form
  • Using webhooks

Transcript

Chris Davis: Now, let’s go to the questions. Another way to submit your questions is by emailing me. When you registered, you got a confirmation email. If you reply to that email, you can make sure that your questions are in the queue, and questions that are asked via email are the ones that I get to first. All right? With that being said, Ronald, I believe you had a question for me. If you’re here.

Let me just get my screen [00:00:30] ready. Minimize this. Let’s get Text Editor up. What am I doing? New documents. That’s what I want to do. All right, everybody. We’re ready.

Ronald. You know what, Ronald? I wanted to show everybody this too. Look at this landing page, everybody. Very clean, very straightforward. [00:01:00] Really good job on the landing page, Ron. I just wanted to point that out because … Oh, I don’t wanna mess your name up. I’m gonna try to say it, and just let me know if I’m saying it right. Praba? Prava? I don’t know. Hopefully I didn’t get too far off on … Let me know, though, and I’ll correct it. I really want to make sure I get everybody’s name right. But welcome, and I’m [00:01:30] doing well.

I wanted to show you all this. A couple office hours back, we had a question on good landing pages. When I went to this landing page, I was pleasantly surprised. Not surprised in terms of, Ronald, I couldn’t believe you pulled this off. Surprised in just how clean this is and how easy it is to follow exactly what you want me to do. With that being said, good job.

Rosalyn: “Was this landing [00:02:00] page built in AC or did they use something like Lee Pages?” Rosalyn, I believe … Let me make sure I’m putting all the questions up here so you all can see. I believe this is a platform … I believe this is InstaPage. So this is a landing page platform. It’s not Lee Pages, but it’s close. InstaPage is another landing page platform out there. And I believe Ronald is using just the API integration with it. So let me get to your [00:02:30] question. But yeah, just wanted to tell you good job, Ronald. This looks really good.

“From what you did I understand how to design the form and set it up.” All right. Let me get this first question and get some follow ups. Keep them coming everybody. I’ve got an hour and I can move pretty quickly. Let me just make sure these are all here. All right.

“From what you did I understand [00:03:00] how you design a form and set up. Would that be the same for an opt-in page that connects to AC with an AC API Key?”

All right. So here’s what Ronald is asking. Last time, I went through and I filled out, I showed you all like some tips. I think it was on Bill’s, on how to customize a form. Maybe it wasn’t Bill’s, but anyways, I went through how you can go and use this inspector, [00:03:30] and style the form.

And what Ronald is asking is if he styles it in here, would he need to style it in a platform like InstaPage that hooks up via the ActiveCampaign API. And the answer is no, because Lee Pages, InstaPage, Unbound, Thrive themes, they will all style the form for you. They’ll all do that and you’ll be [00:04:00] able to control the design of the form on the landing page platform. Which is one of the reasons a lot of people tend to use them. It’s easy just to hook the API key in, and then you don’t have to worry about form styling because it’s all handled for you.

With that being said, let’s get to your questions here. I’ll pull up your pages if I need to. I wonder if I’m doing this wrong and I could just hit paste to match style. [00:04:30] There it is. That way I don’t have to keep resizing.

“My trigger is when someone opts in on the landing page or click the link in the email, as you said, is that correct?” This is a good one. I’m going to answer both of these at once. The second one is, “Should I choose Subscribe or Submit a Form for the landing page? Does the Submit the Form apply only to a form on a website, or does it include opt-in pages?” Alright. [00:05:00] Good questions, Ronald.

Given that you are integrated via … Oh, I’ve got some questions here. Rosalyn… oh, okay, great. I see it. I see your questions both ways, Rosalyn. Cool, we’ll use this. It’s very nice. Okay, great. Just let me read this real quick. “I need an AC and have a built in form to gather information,” uh-huh, “goes into a custom field. Is there a way for me to export the data into a report paste on the context on the custom field? [inaudible 00:05:31] [00:05:30] keep a copy of the report?” Oh, yes, alright. Rosalyn, I’m coming to your questions next. Good questions.

These are some really good questions, because a lot of you may by just like, “Oh well, just use a trigger, just use a form, you know XYZ.” Here’s what we really want to do. Let me think. Yes.

The first layer of checking is [00:06:00] you want to make sure your start trigger’s really going to depend on whether you’re using confirmed opt-in, or not. Ronald, you should have a form in here. If you’re using confirmed opt-in … I do have you in here, Ronald. You are probably the form I was messing with.

So if you go into your form, and here you have confirm opt-in on, remember when someone submits this form, they [00:06:30] won’t be added to an automation until they click this link. Until they click this link here. So I’m gonna keep this link up, and I’m gonna show you what happens in two cases. Actually let me … I’ll keep it there. I want you all to see. There we go. So watch this. Let me just monitor … Okay, good, Ronald’s talking to me here.

[00:07:00] So Ronald has confirm opt-in on. So here’s what we want to do. So in that respect … let me go here. Ronald, I have you here as a automation, too.

When I go to my start trigger, if I select “Contact Submits A Form”, remember, they’re gonna submit this form, and … let me just do some annotating here, because [00:07:30] it’ll help everybody. Format, we’ll use red. And we’ll go thicker. If they submit this form, they actually will not go there immediately. Ooh, that’s rough. It won’t happen immediately. The reason being, what’s really happening [00:08:00] behind here is …

What is this? I have something popped up on my screen. Sorry, everybody, I have this strange window that popped up, All right, there we go. I’m back.

And what will happen is, behind the scenes, it’s actually doing this. … Wait … until … [00:08:30] confirm. Then it goes here. That’s what’s happening when you use Submits A Form as a start trigger, and you have your confirmed opt-in on, so they have to click that link. I’ll circle it. They have to click this link until they can go and actually receive the email, even though they’ve submitted [00:09:00] the form. So that’s the first thing.

A lot of people can get that mixed up and be like, “Hey, why are they not in this automation? They submitted the form. I don’t see them.” They’re not in the automation because they have to click this link first. So this link click is number one, and then number two is they get the email. So that’s how it works if we’re using Submits A Form.

Now, if we change this everybody, to … I’m not gonna change it, I’m just gonna add another [00:09:30] start trigger to Subscribes to a particular list. And Add Start. And I can say multiple times, and now this is going to work so if I do it this way, watch this. These two are equal. The same result is from using a form or using Subscribes [00:10:00] to A List. And it means that they’re both waiting for you to confirm your subscription. So both of those start triggers act the same way.

Here’s where it gets a little interesting. Submits A Form is an ActiveCampaign form. So check this out. Ronald. Let me clear this out. Although [00:10:30] this is a form, it’s not an ActiveCampaign form because you’re integrated through the API. Therefore, you will not be able to use Submits A Form, because they’re not submitting an ActiveCampaign form. The landing page is submitting a form and passing the tags and the custom fields over to ActiveCampaign.

So in that respect, what you want to do is use Contact Subscribes to Your List. [00:11:00] You have a list connected to your particular landing page, and you want until they’re subscribed. That means even though this form has been submitted, nothing is going to happen until they click the Confirm My Subscription link. And you’ll want to test that. I haven’t tested that thoroughly with InstaPage, but I will. I’ll test it out this week and just [00:11:30] make sure, in my InstaPage account. But for most of the platforms, they allow you to subscribe to a list. Oh, you know what? Actually … Ooh, Ronald, this is a good point. Because I believe InstaPage allows you to go straight to the list. And since they’re not filling out a form, they won’t get this confirmed opt-in email. So here’s what I recommend.

[00:12:00] Let me just pull up my InstaPage, and I’ll show you exactly how I have mine integrated, and this’ll probably help you. Because it’ll make things easier. Let me just log in really quick, everybody.

I’m coming to your questions, Rosalyn. Anybody else, if you have questions, feel free to ask away.

Let’s use this page that I have. [00:12:30] I believe it’s the three steps webinar. Let me show you all this. You see how I have it integrated, Ronald? I didn’t use their built-in form, I used this HTML module. Yeah, yeah. Ronald says he thinks I’m right, because when he enters an email address, it shows the list. Yeah. I’m so glad you asked this question.

So what I [00:13:00] had to do, because this was the registration page that we used internally, and in here you’ll see …. Anybody recognize this? This is the JavaScript from here. So if I go to Forms … That’s how I integrated it, Ronald, because that is what allowed me to send that confirmation email.

So when you go to [00:13:30] integrate, I took this right here. I took this code and I put it right here as an HTML element. So when you click here and Add New, I selected HTML and dropped it right here, put it in here. And now when you preview it, it’s pulling the ActiveCampaign form instead of using the built-in InstaPage [00:14:00] form. That way, not only can I use Submits A Form as start trigger or Subscribes to A List as a start trigger, but this confirmed opt-in email goes out. And that’s exactly what you want.

Hold on, let me grab a drink of water here.

And that ties into both of these questions. [00:14:30] So in that event, you’ll want to go into here. And here’s the basic code that I would advise you to use. This may be a little technical, but just follow me, and I’ll paste this in the chat too.

First thing’s first. I don’t want this to show, and I don’t want this to show. So I delete that. The next thing is, I want my form. You see how I did that? I [00:15:00] highlighted the inspector. And you’ll be able to see this in the recording. And hover it over the whole form. Then I want to type with colon 100 percent. Okay? Oops. And I need to make this exclamation important, to override all other fields. See that? So now it spans across. Ronald, you don’t have a full name, so I’ll take that off. [00:15:30] And you have email. So I’m just going to remove email from the header, and then type Email Address here.

So, going back to your form here, I’m just going to inspect and grab this red. I want to grab the red that you’re using. Click for free chapter, exclamation mark. I’m going to put that text on here. So Submit, and now I’m going to do click [00:16:00] for free chapter exclamation. That’s good. I’m going to go to the button background, and set that to red.

So the next thing I want to do is I’m going to go to the inspector, hover over the button, and do that as well. With 100%. Oh, I can just do 100. But I’m going to do important as well. So now I have that.

The next thing I want to do is I want to bump up the padding a bit. [00:16:30] And for the form, I also want to do font size. Yours looked like 22 pixels or such. Maybe it was smaller than that. Maybe 18.

And then, the last thing I want to do is I look and see, this is a thick input. So I’ll go back to the inspector, select this input here, and then I’ll do padding [00:17:00] is 15 pixels. See? Now it makes it a little thicker, like that.

Last thing you want to do is on the form. Just to be safe, I’ll do margin equals zero, and padding is zero. Just to be sure. You can never be sure when you integrate it. So now this is my form, I select Integrate, I’ll grab this [00:17:30] Javascript, Save and Exit. Let me go back to my InstaPage. What am I supposed to do here? Don’t want to mess with this page, everybody. I’ll just go down here. Add New, HTML, put it right down here, make this bigger, make this bigger, I’m just going to delete it afterwards. [00:18:00] Make this bigger. All right. So I’ll go in here, and I’ll paste that code, hit Done. Save. And hit Preview. And when we go down here, we should be able to see that form. There it is. There’s the form.

It doesn’t look that much different than what you have here, right? [00:18:30] They look very similar. So that’s exactly what I would do and integrate the form this way. Now, in saying that Ronald, I will tell you, one thing that you will lose on the InstaPage side is you’ll lose the conversion metrics. So when you log into your InstaPage account and it tells you the conversion rate, since you’re not using their built-in form it won’t be accurate to that. [00:19:00] But here’s what you can do. This is one of the things that I like about InstaPage. This conversion goal. And I can do external conversion tracking.

And I can copy … well, I don’t want to do that. You know what? I thought InstaPage was the one that allowed me to set a thank you page as a conversion goal. And they don’t. They don’t. That’s fine. So what you’ll lose [00:19:30] is the built-in conversion rate, when you register it this way. When you do this. So it’s a trade off, but this is the way that I integrate with InstaPage. We’re actually working with InstaPage on this integration so you can use their built-in forms. So in that essence, if you use the form that way, [00:20:00] you can use either Subscribes to A List or Submits A Form.

“Does the Submit the Form apply only to a form on a website, or does it …” Yeah, so, the Submits A Form will apply to wherever that form is. So Ronald, you can have this form on your landing page, on your website, you can have it multiple places. As long as it’s submitted, the automation doesn’t care. The automation is just looking for has this been submitted. [00:20:30] Has the form been submitted? And if the form has been submitted, it’s fine. It just fires off. So whether it’s on this page, or whether it’s on your website, it will start this …. I should keep multiple tabs open. But it will start the automation whenever the form fires.

Just thinking out loud here, I told you all these two are essentially equal. [00:21:00] So which one is better than the next? I don’t want to play them against each other, but essentially when you would want to use Contact Subscribes to A List, it’s when they can be added to the list in more than one way. So if a form is the only way that a contact can get on that list, then use a form. But if there’s multiple ways, maybe you have an API integration, or maybe you have some other ways that they’re [00:21:30] being added to the list and you don’t want to have a start trigger for every individual way that they get in, then you can just use Subscribes to A List. Then it doesn’t matter how they get on the list. But when they get on the list, that’s when the start trigger will fire.

Cool, cool. So Rosalyn, I’m going to get to your question here. Just let me know, Ronald, if that’s clear. [00:22:00] If not I can go over it some more. And anybody else, if you’re listening and you have a question, let me know.

Rosalyn says she’s new to AC, she has a built-in form, and it gathers information in custom fields. “Is there a way for me to export the data into a report based on the contents in the custom fields? Is there a way for me to keep a copy of the report?”

So, I will show you … hm, [00:22:30] let me think. I’m going to go. This is Friday. We’re going to go all the way out, everybody. Why not? Why hold back? Let me just set this up really quick on my screen, because I don’t know if this is proprietary information. This is going to be really cool, actually. Everybody will enjoy this one, okay? And I’m going to name this sheet after you, Rosalyn. I’m creating a [00:23:00] sheet in Google Drive right now, okay? Contacts. I am creating a sheet; this is name, email, field one, and I’ll say field two.

So let me show you all what I just did. I just created this spreadsheet in Google Drive, and I’ve got name, email, field one, and field two. Only because I don’t know the name of the fields [00:23:30] that you potentially want to add in or use, Rosalyn. But follow me here.

So what we’re going to do is go to an automation. You’re going to use one of my favorite features. I’m going to start this.

Okay, great, great, it helped. I’m so glad it helped for you Ronald. Great, thank you. Thank you for letting me know that.

And what we’re going to do is, I’m going to … Let me name this Rosalyn. [00:24:00] Rosalyn Hooks. You’ll see why I call it hooks in a minute. So whenever somebody comes into this automation, however we get there, what we can do is, and it could be a form, Rosalyn. Actually, let’s do a form, because you say you’re using a form to capture information. We’ll use Bill’s form for right now. You know what, Rosalyn? No. No. I’m going to give you your own form. [00:24:30] That I am. Because I think this will really make sense to you once you see it, okay?

So here’s what I’m going to do Ros, I’m going to add a couple fields. So here we have full name, email, but like you said you’re collecting some other information, right? Offer down. Ugh. That’s not an input field. Maybe I want to do the title, and then next [00:25:00] I want to do their website.

So I’ve got some additional fields here that I want to fill out and based on the information they put in here, I want to export the contact information. So for that, let me just keep this tab open. Oops. Oh, shoot, grabbed the wrong one. There we go. Sorry, everybody.

[00:25:30] All right. There’s a form that people are going to fill out. And now that we have it, I’m going to go back, Rosalyn, and start your automation the right way. Get out of here, Submit to Form, where is Rosalyn … okay? Multiple times, add …

So when they submit this form, for right now what I’m going to do is, Actions, [00:26:00] I’m going to send a web hook. As everybody knows, I absolutely love web hooks. And the reason … There’s two reasons we can do this, actually. All right, let me see. I also want the data captured in the contacts profile, and possibly export tags in Excel so I can share the status. Yes. So the data by default, when they filled this out, is going to be on their contact record. And I’ll show you how that happens.

[00:26:30] The next thing we want to do is we want to export that data to a spreadsheet. All right? The best way to do that … so let me do this and add a … says tags. All right? The best way to do that is to use a web hook.

Now, I was looking for a URL. To do this, we’re going to need a third party tool called Zapier. Hope you all are familiar with Zapier. [00:27:00] Let me log in here. What we’re going to do is we’re going to … not now … we’re going to set up a sync, everybody. So you see I’ve done many web hooks in the past. Let me turn these off. And we’re going to make a Zap, and the first thing we’re going to do is go here and select Web Hooks. [00:27:30] We want to use Catch. Save and Continue, ignore that, who cares about that option, and now I have a URL. So I take this URL and put it here into ActiveCampaign.

I do that, set this to Active. Now whenever someone submits this form, this web hook is going to fire off to Zapier. I’m going to say Okay, I did this, now they’re looking. They’re looking to say “Hey, Chris, [00:28:00] we’re looking for information.” So I’m going to say Rosalyn, cdavis+ros@activecampaign.com. Webinar title: Amazing Show. Website, activecampaign.com. All right. I’m going to submit this.

So now what just happened is this contact was submitted and this web hook should have fired. Zapier will tell us. See? Hey, successful. [00:28:30] This is all of the information that was sent over. The tags, the last … everything. This is all the information I submitted, but if I had tags and everything on my record, it would show that as well. So we hit Continue.

And in fact, to make this more applicable, I’m going to go add some tags, Rosalyn, so you can see how to export the tags too. All right? Going to do this for you. Rosalyn. I’m going to add a tag. [00:29:00] I don’t know what tag to add. Courses, I’ll add a lead and then I’ll say I’m a customer, then I’ll say my registered … Okay? So now I’ve got some tags on the record. And go back to Zapier. So now I’ve captured the information. Where do I want to send the information?

Well, where I want to send the information is to a Google Sheet. And I want to update a spreadsheet row or create a [00:29:30] spreadsheet. I want to create a spreadsheet row. I’m going to connect my Google account here. ActiveCampaign. Allow. You’re going to follow these steps exactly how I’m showing you all. Save and continue. Now it’s going to ask me for the spreadsheet. See, look at that. Rosalyn Contacts, because that’s what I named it. And then it’s going to ask me to map all of my columns, I [00:30:00] believe. Let me see. And the worksheet is this. It’s just sheet number one. If I would have named it, it would have shown. So here I’m going to do sheet number one. Now look at that. See that? It pulled in all of the columns. And now I can choose what data from the web hook I would like to send over.

So I’m going to send my name, going to send my email address. For field one, I’m going to send over the [00:30:30] title that I typed in. For field two, I’m going to send over the website. Look at this tags. You better believe I’m going to send over the contact tags. You see that Rosalyn? So when they fill out this form, the web hook is going to populate this field. And I’m going to hit Continue and skip this, Continue. They wanted me to test it, but I don’t want to test it, because you [00:31:00] and I are about to test it right now.

All right, we see it on our dashboard. So now it’s running. “So then it looks like I can create it at first, and then as I get more information later, I can update it, add more rows of contact information.” Rosalyn, you get it. Yes. Yes, yes, yes, ten times. So none of this means anything, if I can’t prove that it works. So let’s do it, everybody. This is what’s so exciting about [00:31:30] office hours.

By the way, you won’t find anywhere else where we actually do this type, like, look at how deep we’re going in. I get excited. Let me calm down. All right. So, the full name. I’m going to put your full name in here Rosalyn, if you don’t mind. Stewart. And then cdavid. What did I do? Cdavid’s Ross, right? Yep, that’s the one I used. And then … [00:32:00] a great show … and I’ll still use activecampaign.com.

And the reason why I’m using the same email address is because I want those tags to go over. Rosalyn says, “You are so right, I’ve learned so much from watching you …” Aw, thank you Rosalyn. Feedback like that is what keeps me going. Because I have all of your names and faces, the ones that I do know, in mind when I’m doing this. Plus, I was on the side [00:32:30] of trying to figure this stuff out, and I hated going to YouTube. I hated paying for these courses, and nobody really showed you how to do the stuff. Right? So why not? Let’s just show you how to do all of it, because at the end of the day I want you to use the application so you can start growing your business.

All right, so look at this. Rosalyn Stewart. The email, the title, the website, and the tags are already on my record. So let’s hit Submit. Okay. Let’s see what happens, everybody. I always get nervous, [00:33:00] but an exciting nervous.

So what I’ve learned to do is, I’m going to go into Zapier and look at the history. And it looks like it was successfully passed over. Okay. So that means that this form was submitted, and all of the information I sent out to Zapier. The entire contact record, I just sent them out. I said “Hey Zapier, got a new contact, do what I told you to do with all of the fields.” And Zapier says, “Okay, I found it. [00:33:30] And here’s the data out.” Rosalyn. ActiveCampaign. Last name Stewart. Although I’m not capturing the last name. And where are the tags at? I don’t see the tags. That’s … oh, look at that. Tags, look at that. It has all of the tags. So it’s telling me it sent it out, and it sent it to my spreadsheet in these columns. Let’s see.

Look at that. Yes. [00:34:00] I love it when it works. So now, Rosalyn, guess what? You don’t have to do anything. You don’t have to do anything. As long as they fill out that form, these roles are going to continue to be populated. Now this sheet can be shared internally with many people in your organization, or you can just use it as a processing database. You can start filtering based on emails or tags and all of that, and start running, start creating [00:34:30] whatever reports you would like to right from here. But guess what? We’re not going to stop. We’re not going to stop here.

Okay, great. So listen everybody, Rosalyn says she was looking to share this with her team. So this is perfect. Great. And this is why it works so well. Now, the team members, they just log in and they see the database being updated. Some of them may see a row being populated when they’re in there. Like, “Oh.” May scare them a bit, but that’s how it works. It happens [00:35:00] immediately.

But check this out. There’s one more step I want to take you to, Rosalyn. Because we can determine … This is so exciting. Because this is a web hook, everybody, we can determine exactly or precisely when to send the contact information to Zapier. Let’s say we didn’t want to send every contact over. We just wanted to send certain contacts over. So watch this. [00:35:30] Watch what I’m going to do, everybody. Somebody may already be beating me to the punch, like, “Oh, I’ve seen … Chris, I know your ways.” And that’s fine. Watch what I’m going to do here.

I’m going to come up with a fictitious scenario where Rosalyn only wants to send the female submissions over to the spreadsheet. Or maybe she has two sheets, you know like here. Maybe she was one sheet [00:36:00] called Male and one sheet called Female. And she’s responsible for populating the Female, and someone else is populating the Male. I want to give you this example, and then I’ll allow you to take it further with your creativity.

So I have that. And you’ll see now when I hit refresh I should have that. So now when they select Female, they’ll populate that sheet. When they select Male, they will not populate the sheet. [00:36:30] And here’s how I’m going to do it, because I’m going to add an if else. I’m going to go to Custom Fields. I’m going to call it Gender is Female. Look at that. If they submit the form and they’re a female, send them to the spreadsheet. If they’re not, maybe we just want to send an internal notification or something. Or, like I said, you can have it set up to where you have another web hook over here that populates [00:37:00] a different sheet.

And now we’ve just taken this thing to an entirely different level, because now I can have multiple sheets that ActiveCampaign is just populating for me, based on criteria from within an automation. That, my friends, is the pinnacle. I can’t go any higher. Because with this foundation, can you imagine what you can do? Can you imagine what kind of reporting [00:37:30] and database population you can be doing based on any data on the contact record? Yes, I’m using a field, but this could be a tag. This could be “I only want to populate customers to a spreadsheet.” You see what I’m saying?

Ronald says, “So Chris, is this segmentation?” Ronald, absolutely. This is segmentation. The presence of this if else that says, “Hey, [00:38:00] which path?”, that is exactly where the segmentation begins. Yep, you are correct Ronald. Great job.

So where do I keep records of my web hooks if I’m not [inaudible 00:38:12]. Yeah. They’re fairly … It’s a technical term. That’s why you don’t necessarily hear about web hooks. But I like to think of web hooks in this way, everybody. Think of you in all of your attributes. You’re a person [00:38:30] of a certain height, certain hair color, eye color, all of these things. All of your attributes. And you board a plane. What that plane does is it takes you and all of your attributes and it transports you to a destination. And upon the destination, that airport now receives you in all of your attributes, as you are.

That’s what a web hook is. A web hook packages up all of the contact information, or all of the data, and sends it to a destination. [00:39:00] Upon the arrival of the destination, they unpack it and say, “Oh, your name is this, you’re this, that.”

That’s what Zapier was doing. Zapier was collecting. We were shipping it off from ActiveCampaign, and Zapier was collecting it and unpacking it to a particular app. That’s what web hooks are. They’re a secure way of passing data across the internet. Because [00:39:30] the technical workings behind it is you’re using sockets and all kinds of other secure ways so that people cannot easily intercept the web hook and get the data.

“Where do you keep records of your web hooks?” I’m not one hundred percent sure what you mean by records of web hooks. But essentially, in Zapier is where you would see [00:40:00] most of them. This is where I would. I think this is what you’re asking. This is where I would keep a record of them. You can create a folder here, and call them web hooks. Oops. Web hooks. You can create a folder, and then like this one that’s Rosalyn, I can go and move to a folder Web Hooks. And then that way, I can keep track of all of them this way. That’s probably the best way.

Hustan. [00:40:30] Let me see. Hustan has a question. All right, hold on, let me see. So Rosalyn says, “If I want to use the same web hook again in a different automation, is there somewhere that the name is tracked?”

Web hooks are going to be, are, relative to the URLs. So yeah, if you wanted to use this same web hook in another automation, [00:41:00] essentially what you would do is copy this URL and place … and you know, when you into ActiveCampaign, conditions and workflow and add a web hook, you add another one, you just use the same URL. So essentially the URL becomes the name. The URL is the name of the web hook. And if you … Oh, yes. Great. Rosalyn gets it.

This is great. I’m excited. Listen. Whenever I see purple in ActiveCampaign, I get excited. Not just because they’re my alma [00:41:30] mater colors, I went to Kansas State University, but I like this purple, and I like what it represents. It represents web hooks. And when someone’s using a web hook, I know they’re getting the most of the platform by integrating other applications that may not have easily and readily integrated with us.

All right Hustan, let me look at your …. Hustan says, “Can web hooks be used where a zap doesn’t exist?” Yes. “I use SendOwl, [00:42:00] and went to pass a tag, but SendOwl doesn’t do that through Zapier or from the SendOwl app itself.” Yeah, so let me see. I don’t think SendOwl is in here, right? I think that’s what you mean. Send Owl. Okay, SendOwl is here, but what did you want to do again? What were you trying to do Hustan? I’ll continue to read this. “I use SendOwl and want [00:42:30] to pass a tag, but SendOwl doesn’t do that through Zapier or from the SendOwl app itself.”

Okay, so you can pass a tag, and you can use that information in a new order. All right, so, I think I got what you’re saying. So what I would do, and one of my favorite ways of integrating with Zapier, is instead of using their built-in triggers, I use a web [00:43:00] hook. So if your start trigger becomes this, instead of ActiveCampaign, your start trigger is a web hook, essentially they’re almost the same except it’s more powerful. Because we’re essentially bypassing the need to rely on how Zapier integrates with ActiveCampaign. So if I do set up this web hook, and then my second action is Send Owl, [00:43:30] I now have access to all of the information on the contact record to pass to Send Owl. And this is what opens everything up. Because now I can now easily send contact information to any application that Zapier integrates with. Any of these. I can send it to Zoom, and I actually have office hours where we talk about how to create a registrant from Zoom, [00:44:00] so. Hustan gets it. This is good. Yes.

Isn’t this great, everybody? I mean, I just, I wish everybody could feel as excited as we all are right now. And eventually more and more people will, but this is it, everybody. This is what it takes. You see it first hand. This is what it takes to grow your business. It’s not that we’re doing something extremely complex and complicated. Everything that I just [00:44:30] showed you, you don’t even need a developer for. But you have to know how to do it. And you have to know it’s there. All right.

“I will create the web hook and Send Owl to pass to AC.” Right. You could do that. If you create the web hook in Send Owl and you send it out to … you could create the web hook … So let me just get where … you want to pass your information [00:45:00] to pass a tag. Let’s see now. You want to pass information from Send Owl to ActiveCampaign, right? I should know. I should have looked at what … okay, yes. Send Owl. I’m imagining it’s some form of sending platform. See now, for whatever reason, I was thinking direct mail, but. Okay. Send Owl is like a [inaudible 00:45:28] digital products. So this is [00:45:30] your … you make a purchase in Send Owl. Oh. Yeah. Yeah, yeah, yeah.

So absolutely. It’s reverse for you then, Hustan. It’s reverse. Oh my gosh. That’s even more powerful. I see why you were excited. No the web hook that you’re going to send it out to … So if I do … Let me just do a web hook. If you’re sending [00:46:00] it, and Send Owl gives you a URL, Send Owl says, “Hey, this is the URL,” then you do retrieve and pull. Because look at this. See? Pull a URL and look for new entries. So if Send Owl provides that and they’re like “Hey, sendowl.com/hook/abcab1284148”, some weird stream, and it says “This is the URL we will post contacts to.” Then you’ll go into Zapier [00:46:30] and use retrieve pull function and then all you’re going to do, please don’t be intimidated by all of these fields, because they are very intimidating. All you want to do is put your URL right here. That’s it. You see? That’s the only required field.

You put your URL in there. I don’t know if I can get a fake one. SendOwl [00:47:00] web hook URL. There it is, the URL. So you’ll get the URL from Zapier.

Scratch everything I said, because SendOwl made it even easier. Because look, you can … oh, wow. Hustan, it looks like [00:47:30] you can set up web hooks based on events. You see that? Oh, this is beautiful. This is really good, man. Because now, if …

Hustan said he’s always been scared of web hooks. Listen, I was too before I understood how they worked. But now that I understand how they work, imagine this. Let me do some [00:48:00] annotating real quick, everybody. I’m just going to write on the screen. No. No. Let me do a white board real quick. I really want to make sure you get this. I am dedicated to this making sense. What just happened? I didn’t do this right. There we go. Now you all can see this whiteboard. [00:48:30] So here’s what’s going to happen, Hustan. I don’t like writing skinny. All right, great.

You have SendOwl events, we’ll say. And one is a purchase, [00:49:00] one is a refund, and one is let’s say expired card. So each one of these is going to fire a web hook. This one’s going to fire a web hook one. This one’s going to do web hook two. This one’s going to do web hook three. [00:49:30] So now that we have these web hooks … Let me get this out of the way. There we go. … So now we have these web hooks, essentially what’s going to happen is, who is going to receive them is Zapier. Zapier’s going to receive them for you. Let me put it like this. [00:50:00] This is the package. They are going to prepare the package here, and then at this stage we’re going to unpack the package in Zapier. And then the last move is, Zapier’s going to take what’s unpacked and send it to AC. Gonna send it to Active [00:50:30] Campaign.

And these are by way of … oh, no, no, no, no, they’re not automations. They don’t have to be automations. These are … Oops. Let me get this right. Contact record. Okay. It’s going to go right into the contact record. And [00:51:00] from there, we can use data to start automations. Contact record. All right?

So you see how that happens now? This is essentially how web hooks work. And this unpacked information goes right to the contact record. So for web hooks, you need somebody to prepare the package. [00:51:30] In this example it’s SendOwl. In the previous example with Rosalyn, ActiveCampaign was preparing the package. And then we need to send the package off, right? And Zapier is the one who receives it. They look inside and say, “Okay, I get it, it’s a new purchase.” And then Zapier says, “Where do you want me to send that information? What application do you want me to send it to?” In your sense, yeah. [00:52:00] So, SendOwl becomes the trigger. And then ActiveCampaign is the … how does Zapier say it? The action. ActiveCampaign becomes the … action.

This was a really good office hours, because we flipped it. Where Rosalyn, [00:52:30] we showed ActiveCampaign as the packager, and Google Sheets as the action, and then for Hustan, we reversed and said SendOwl is the packager, and ActiveCampaign is now the recipient. That’s exactly how you would do it. Now, what I really like about your set up, Ronald, is the fact that this platform … Oh, let me share my screen back to what we’re talking about. [00:53:00] What I really like about it, Ronald, is that this platform allows you to set up multiple web hooks for each event. So you can imagine, just like Rosalyn is keeping track of her web hooks here, you can have a folder that says Web Hooks, and those are all of the events that you want to be able to pass on to ActiveCampaign.

All right, so Rosalyn. “I want to inegrate my Gmail into Deals so I [00:53:30] can capture my emails for each contact.” Yep. “I’m in the packaging business, and get a lot of graphic file attachments and PDFs.” All right. “How does ActiveCampaign handle attachments and emails? If I send an email in Gmail to a client, does ActiveCampaign capture the sent email into the contact with the attachment?”

It won’t. But here’s what you want to do. Here’s what you want to do, Rosalyn. We’re [00:54:00] just going to show the reporting. We’re going to make sure that all of the communication is seen in ActiveCampaign. So what you want to do is go to My Settings and go to Deals. You see that Connect Your Email Account? When you do add an account, what you’ll see is this. Now, even if you’re in Gmail sending your attachments through Gmail, you’ll be able to see on the contact record [00:54:30] the emails that have been sent. It will show both in this activity stream I’m trying to find … here it is. See that? Excuse me. This was a personal email that I sent. So it will show in the activity stream of ActiveCampaign, as well as the email. So you can keep track of all of your communication of that contact.

But the attachments themselves, I would say continue to handle in Gmail. But if you set it up to where ActiveCampaign is the … [00:55:00] Did I miss it? Chris, stop doing that. But if you do it to where, in My Settings and you go to Deals, and your Gmail account is here, whenever you send an email from Gmail, it will show here. And that’s what our integration does. But like I said I would keep the attachments on the Gmail side, because we don’t host, or we don’t have any attachments. So what you’ll be able to see [00:55:30] is all your email communication from within the contact record, respective to the record or the deal.

Wow, everybody, this was a good one. This is what I’m saying. You never know. You never know. You’re very welcome, Rosalyn. You never know when it comes to … I mean, you would have thought that Ronald’s question was basic, right? Look. He’s asking “What happens [00:56:00] when I use the ActiveCampaign API Key?” It seemed like a very simple question. But when you look at it, there are some other factors that come into play. Right? And then we’re talking about start triggers. Subscribe to A list or a form.

I mean, let’s be honest. If you’re using ActiveCampaign for the first time, and then you come into an automation and the first thing you see is this, although this is very freeing for us as we get more platform, this can be overwhelming. You’re like, ” [00:56:30] Well, they did subscribe, but they also submitted a form. Which one do I use?” These are fair questions, everybody. And nobody can judge you for not knowing the answer for these. Because as we talk about it more and more and have examples, that’s when it becomes clear.

And then at one point, the student becomes a teacher. Ronald’s showing somebody else and saying, “Hey, look, no. You want to make sure you’re integrating the form with the JavaScript so that it can capture the form information and send the [00:57:00] confirmed opt-in.”

So I just want to thank you all. Rosalyn for asking about … How many applications does what Rosalyn asked about have? Using conditions within a workflow, within an automation, to populate an external database. Are you crazy? This is amazing. And the person doesn’t even … we could run fulfillment, everybody. We could run fulfillment [00:57:30] with this type of set up here. And we could have our fulfillment company, I don’t know what the official term is, but they could have access to this sheet here. And every time a particular order is placed …

So let’s bring it full circle. Let’s say Hustan was, through SendOwl, selling physical products. Now Hustan wants [00:58:00] those products sent to ActiveCampaign at the appropriate time. So he’s got web hooks set up. Web hooks are sending all of the information to ActiveCampaign. And based on the contact records in ActiveCampaign and the data on it, it’s now triggering specific automations. So now instead of looking for Male or Female, now we’re looking for a radio button that says Fulfillment, yes or no. Because that’s letting us know, with every customer Hustan [00:58:30] gets, whether we need to send them to our fulfillment provider or not.

And it it’s selected yes, guess what happens? We go and populate this spreadsheet. With all of the information that our fulfillment service needs. Now what do we have to do to make sure we get fulfillment? We just need to share this document. They don’t even need edit access. I could share this and just make it View Only. All they need to do is view it. And [00:59:00] that’s a real business flow. That is a real business flow, that we all just mapped out right now.

There’s probably some business right now that needs that exact set up. They’re selling online, both physical and digital, and they need an automated way to determine, “Oh, all physical products need to go to this spreadsheet to our fulfillment. And all non-physical products, you just stay in and do the regular onboarding.”

Really strong, really strong. [00:59:30] Rosalyn said, “That’s amazing. The examples about web hooks and how they work with Zapier have also been very helpful.” Yes. Thank you. Hustan says, “I did-” Yes, this is all possible, everybody. Isn’t that crazy? I love it. I love it. The possibilities are endless. Oh, Professor Davis. I accept that, Ronald. Thank you, Ronald.

Oh, yeah. Ronald, I’m getting [inaudible 00:59:56], but yeah, thank you. I appreciate it.

[01:00:00] Wow, everybody. So, this is a special Friday, because this is our last Friday in this office. For those of you that don’t know, we’re moving into a new office here in Chicago. So this is the last office hours in this office. So this one is particularly special because we say farewell to this office, and we’re moving into another one. And I’m so glad that you all came with this type of questions. Because I would say, self-proclaim, we went out with a bang today. [01:00:30] This was great. I know it was great for me, and based on the feedback I’m getting from you all, this is great as well.

And you all asked questions that brought up a prime example of the power of marketing automation. That’s it. I cannot exemplify any more than merging Rosalyn, Hustan, and if I want to take it step before Hustan, I’ll say Ronald has the opt-in page for them [01:01:00] to capture the lead so they can become a customer. So we see the entire path. We literally just mapped out somebody’s entire business today.

Ronald says “Will you be having a better view in the new office?” Absolutely, man. We’re right next to Michigan Avenue, so the view is beautiful. We can see Millennial Park from the window. It’s prime time. It’s an amazing office. [01:01:30] And if you all are ever in the area, we have user groups that will be in the office. I would love to meet you all in person.

I want to thank you all for the questions. Thank you for participating. Thank you for taking time out of your day to jump on. I am so honored and privileged to be the voice that you chose to listen to.

Rosalyn says, “So will there be office hours on Tuesday or do you need more time? [01:02:00] Rosalyn, ain’t no stopping this party. We will be going Tuesday, 10 AM central. I’m going to get to try our new studio. So it’ll be a bit quieter. So I’m excited about that. Hustan, you’re very much welcome. We’re Tuesday, 10 AM Central, and then next Friday I’m here at 1 PM.

Thank you all for tuning [01:02:30] in, for this office hours. Ronald, you’re welcome, you have a great weekend. Everybody have a great weekend. Like always, take care of yourself this weekend. Unplug a little bit. Relax. Rest. But most of all, please stay safe. Please stay safe. And again, thank you all for attending. The replay of this one will be up shortly. Well, we’re moving, so this one may not be up until Monday, but it will be up. I’ll save this [01:03:00] white board. Oh, it saved it for me. If you want that white image, just let me know and I’ll give it to you.

Yes, Rosalyn, everybody, you have a amazing weekend. Thank you all and have a good one. I’ll see you hopefully on Tuesday if you can make it. If not, hopefully Friday.