Office Hours – August 8, 2017

Recording of Office Hours hosted by Chris Davis on August 8, 2017.

Topics covered in this session:

  • Managing the automation of emails within a pipeline (Automations and Deals CRM)
  • Conditional content in campaign emails


Chris Davis: To today’s session. So I’ve got a question. Ronald asked, oh how long are the podcasts? Ronald, I shoot for 30 minutes for the podcasts. Some of them are a little shorter than 30 minutes, some of them go up to 45 minutes. So 30 to 45 minutes is the range in which I try to shoot for. Keep it nice, short and sweet. And if they ever get beyond 45 minutes, I’ll end up cutting them in half if I can. Otherwise I [00:00:30] will post it.

But the good thing is, let me see here, let me see if I can pull this up. The good thing is, let me get a podcast here, you’ll be able to tell the duration on each one of them. So 38, 42, 38, 36, 40. So I guess I’m averaging about 40 minutes. Yeah. I’m averaging right around 40 minutes. A few of them are shorter. [00:01:00] So yeah.

So easy listening. At least that’s what I’m told. People can go through them fairly quickly and get quite a bit. So, yes that is the podcast. Mark, not sure if you answered my questions the other day. I’m not sure either. I’m not sure either, Mark. Let me know what those questions were and I can let you know if I [00:01:30] went over them in your absence, which would have been Friday. And Ronald, I got your email. The replay for last Friday will be up shortly today. I saw Kara, she was uploading them yesterday and it should be on the website today.

And if you have a specific question about that, we can go over it today as well. [00:02:00] So yeah, just wanted to extend that offer. Gmail is kicking me out, everybody. Let me get back in here and make sure there’s no questions via email. All right, great. And for those of you who are just joining, what I was mentioning earlier is that it may sound a bit more quiet today because I’m in our recording studio where we just moved into our new office space in Downtown Chicago. [00:02:30] It’s absolutely beautiful. The only three letters that we’ve heard people say is wow. It’s really top notch and it makes working a lot easier. Hopefully it makes listening to these a lot easier without the background noise.

So anyways, I wanted to show you all … Oh there was something I wanted to show you all but I can’t remember. But this is what I have been [00:03:00] made aware of. And I will be getting the link soon. When you start a new automation, you will, first off, this motto is being redesigned. So to make it easier, you know, right here a lot of people just don’t use the left side. So what we’ve done is you’ve got these categories, right? We’re starting this incentive where if you have an automation that [00:03:30] is working really well for you, and if you’re already in the marketplace you should have already received an email.

Marketplace … I think it’s But the marketplace is where you can submit your own [00:04:00] automations. And once you submit the automations, we’ll review them. And if we think that they apply to our wider audience, they will then be featured here in the recipes. So I want to say … how do you submit here? I’ll have to get the information. I should have prepared this but I’ll get the information and let you all know. But this [00:04:30] is a brand new initiative if you’ve already been publishing in the marketplace. I think it’s here, start selling. See your automation then email templates, here it is. All right, let me put this in here.

Yep, so, Mark, the requirement is that you have an ActiveCampaign account. That is the only requirement. I put the link in there, everybody for you to get started. And the reason I’m pointing this out is because we found, [00:05:00] I think it was Jamila, on our last call, but she was using the webinar one. Where was it? Automated sales team, I don’t know where it was. I don’t even know the category. This one. Webinar series reminder. And this was a really … I hadn’t gone though these recipes before. But this recipe was really good. I mean, it showed you, it had the date based goals configured for you. [00:05:30] So all you had to do was essentially go in there and just update some text and your follow up was very solid.

Oh hopefully my internet’s not dropping out everybody. It’s been a little shaky since we moved in here. But anyways, I have this link in there if you want to get started. And we have a question from Mark. All right, [00:06:00] Mark you have, if the number of desired reminder emails is changed, say from four to eight, how do you count … Oh yeah, you’re jogging my memory here. I can’t remember exactly. Let me just post this, put it up here. I can’t remember exactly what we were doing.

But in this case, oh it looks like it cut it off. [00:06:30] Let me put your other part here. I did that, probably. All right, so essentially what you want to do, what I’m thinking here, I’ll go as far as I can remember. We had a deals pipeline [00:07:00] set up. I should have named it after you. Monthly, Paul monthly. No, Mark you had your own, right? Mark monthly, there it is.

All right. So, email one, email two. So we had this automation that was connected to these stages. And for every email sent, [00:07:30] they were on a specific stage and the number of emails was determined by a radio button from the customer. Or from the contact. So the contact submits us their information via a form and then how many emails, the max number of emails they receive is now updated on their record. And as they get emails sent, [00:08:00] they appear on these stages within this pipeline, alright?

So the question that you have, Mark, is if the number of desired reminder emails is changed from four to eight, how do you account for the number already received before the change? So the first part is this, how od you account for the number already received before the change? I believe that’s why I set up the pipeline. Most of the time, [00:08:30] everybody, if you see me use a pipeline for a process, it’s because I want to keep track and be able to let people pick up where they left off.

So in this sense, Mark, let’s say they were four and they changed to eight. We’ll just add one more stage. Email number four sent at this stage, and put it right there. In this case, they would be on email number four [00:09:00] and if they come in and say update it to get four emails, instead of starting from scratch, every time they’re on a stage, we should have an accompanying automation, right? With goals between them to help them progress to where they left off. Let me see, Mark, see if I have yours in here.

Monthly pipeline, I think this is it. [00:09:30] I think this is the one. Okay, so then we had this, right? Where we checked the frequency, send email one, wait for a month. Send email two, move them to the next stage, so on and so forth. We could also, so for this, Mark, to help them progress where they left off. At some point, if they finished four and you wanted to add them to the pipeline with eight, you have two [00:10:00] options, right? I remember we had it to where we could have automations for sending four emails, automations to send eight emails, and automations to send 12 emails.

That’s one way, you could split them up, right. The next way could be just having all 12 emails in one automation and after you move them to the stage, you could have a goal. Sent email number two and the condition would be, [00:10:30] we would go to deals and then has deal in stage, Mark monthly and then email two sent. And what we would do is wait until conditions are met below and hit save. So what’s gonna happen here, is with this goal … Let me just illustrate this, [00:11:00] it’ll be easier. Where am I at?

Oh, gotta turn this on. Turn the handy dandy tablet on. All right, so what will happen is if they’re right here, just use a circle for now, and wait a month, they go down here and get the email number two, which means [00:11:30] we … After this, after this email, they immediately go and update the stage, right? So the minute this is updated to that stage, this goal is achieved and then they proceed down. And the reason why we want to do this is because if you’ve got all 12 emails in here, Mark, and [00:12:00] after each stage move we’re updating the … Each stage move we have a goal, now if they change their frequency and need to receive email number five, you’ll have record that they’ve already received email number two.

Or a better way to, now that I’m thinking about it, a better way to configure this is [00:12:30] not the stage, let me clear this. I’ve got it. Instead of using a stage, we can use has been sent. Has been sent, email number two. There we go. That’s a better one. Because that way we don’t have to, this way it’s more specific to the emails that they have. So now the goal is if they’ve been sent … Let me see here, [00:13:00] let’s change it up a little bit. If they’ve been sent, what is going on? Come on, bear with me everybody. If they’ve been sent this email here, they’ll achieve this goal and proceed.

And so that’s how I would handle if the frequency changes. There’s still some other things that you’d have to take into account, like taking them out of this automation when they reach [00:13:30] their total number. So to do that, I would have a goal at the very end and this goal would be configured to look for that specific case. It would say, goal received for all total. Something like that. And you would have a condition [00:14:00] that says if they had that custom field value, I don’t have one but if this was set to, we’ll just say three, for the sake of this. If it was set to three, and add another condition. Bear with my internet here.

And we can [00:14:30] do has been sent, and actions has been sent, email number three. So this would be the goal at the very bottom. So if they come back in here at any point and they’ve received all four, or in this case three emails … Right here, I’ll just say three. And they’ve received the total of all three, then [00:15:00] they’ll never go into this pipeline, they’ll just always come to the bottom and exit. So you would need this goal set up for your frequency of four, your frequency of eight and your frequency of 12.

And that’s how I would do it. You would definitely need to build this out, though, Mark. You would definitely need to build this out and run through it and test it. Because we’re getting to the point where this is very specific. [00:15:30] Okay, good, I see the logic will work with it. May need to add similar and each separate frequency automation. Yeah. Build it out and test it. Because I think there’s a few things that you need to take into account. I can’t see them yet until we go over it in detail.

Okay, Ronald, can we ask you to cover a topic in your podcast? Yes, Ronald absolutely. In fact, these are the better podcasts. If [00:16:00] there’s a specific thing that you want talked about in the podcast, absolutely let me know. Whether it’s in the chat, whether it’s via email, whether it’s in the comments and iTunes when you’re leaving a five star rating. Let me know, feel free. I want to make sure that it’s the best resource for you all.

So yeah, with that being said, we’ve got, I’m at 10:20, we’ve got a light day today. So any questions you all have, I’m trying to think [00:16:30] of stuff that I’ve been working on the app that’s a little more light. A lot of times, these automations can get heavy, everybody. They can get really heavy and sometimes there’s some simple stuff that is often overlooked. Oh what did I do? I’m always messing around the application. I’m open to any questions you’ve got.

Can you now change dates [00:17:00] in the contact record not via automation? I don’t believe that’s been updated. I think you have a ticket out. You have an idea out for that, Mark. If not, I know I talked to the team about it and they were aware of it.

Here’s what Mark was talking about. If there’s a date already set, for event date, if I already had a date in here, I can’t go to the contact record and clear it. I could do it in an automation but I wouldn’t [00:17:30] be able to to go to the contact record and clear it. For a lot of people, that’s not a huge issue because once the date is passed, that date field is essentially null and void. And until you update it to a future date, it’s essentially like it’s cleared or like it’s nothing. But that was something that we came up to and saw that it was defaulting to a particular date. So that one’s still being worked on.

What else is being worked on that I can share? [00:18:00] You know what? I’m just excited because internally, just so you all know, with the fast growing company things are always changing. Not just for the sake of being in a dynamic industry, but changing in the terms of you always have to … And this is good. This is good for everybody because we all have businesses and we all want to scale our businesses, right? You need to have [00:18:30] the infrastructure in place to achieve and maintain scalability. All right? Your automation is the foundation for your marketing and sales. So ActiveCampaign can serve as that. But you’re also gonna have the foundation for fulfillment, right? And day to day operations. So depending on your ability to do both really well is going to determine your ability [00:19:00] to scale and sustain it.

Some people, they have the marketing and sales down but they don’t have the infrastructure so they start out fast and then they fade out. So one of the things that we’ve done is we’ve split our team up into projects. So now developers, designers, they all work on specific parts of the application so that we can get updates out more frequently and get the ideas worked [00:19:30] on quicker. So that is something new. It’s kind of taken some time to get used to, honestly, because everybody’s now split up.

Normally, especially in the corporate world, you’ll walk into a room and you’ll see all the developers are with the developers. All of the designers are with the designers. And that’s how ours used to be set up. But like I said, for the sake of scaling we had to change that. So it’s just something I wanted to bring up [00:20:00] to show you all. Not only is ActiveCampaign dedicated to maintaining this same pace, but we’re also well aware of the changes internally needed to do that.

All right, hey Rosalyn, welcome. Welcome back Rosalyn. Looking forward to the replay for last Friday so I can try out the webinar. Yes, is there a way to put a listing on what topics are? Rosalyn, I wish I could show you [00:20:30] this. I can’t show it to you cause it’s an internal only document. But I will say, we are getting the office hours transcribed so that they can be easily searchable. And you won’t have to go to Vimeo, you’ll be able to go right to the website and it will have all of them transcribed fr you. I’m shooting to have time stamps so you know exactly where to go. And [00:21:00] that is in the works right now. The hold up is it’s been a lot of office hours and we’re using, if anybody hasn’t heard of it, it’s the service we’re using., this right here. And they’re pumping them out pretty fast. It’s just there’s so much. I didn’t realize how much we cover in these office hours. So once they give us the transcript, we then have to go through this hour long transcript and [00:21:30] break it up and format it a little bit. But that is coming, Rosalyn. Then also, can you please show me how to add conditional email change.

Oh yes, we can make a conditional change in an image, text and what else? All right, so Rosalyn has a question on conditional content in email. This is a good one. So let’s just go over what’s possible. So in here, [00:22:00] I can go into an automation. I always feel like I create a new automation. Let’s just see if this one has something in it. It does. So in an email, what we can do is we can set anything … Here, let me give you a really cool example. We’re toying with this idea [00:22:30] so if you want to take it and run with it and get some experience on it before me, feel free.

And this is kind of like, this is what I’m calling the choose your own path conditional content. Watch this. This is gonna be really cool. So think about it like this. Well, first, Rosalyn, I’ll go over how you can do the conditional content and then I’ll go over this specific example. So [00:23:00] if I wanted to, any block. Anything with a gear I can set to be conditional. So it could be text, it could be an image, it could be a button. It could be anything. But if it has a gear box next to it when you hover over it, it can be set to conditional.

And how you do that is, you go to make conditional. And here you’ll see, you can do this by any custom field or tag. [00:23:30] Okay? Any custom field or tag you can use to set content to be visible or invisible. So for instance, I can go to gender. And I’ll say, gender is equal to male. So I’ve got this radio button that goes male and female. And then I can determine if this is a male, will show if gender equals male. [00:24:00] So only males will be able to see this button when I send it out.

So if you’re on my list and you’re marked as a female, you will not see this button. This is how conditional content works inside of ActiveCampaign. Now watch this. Let’s do this. Duplicate, duplicate. Okay, now let’s imagine, I’m gonna type this out real quick. What would you like to learn [00:24:30] first? Okay. And then this could be how to build automations. Okay, watch this. Just follow me, everybody. Rosalyn, I’m so glad you asked this. This has been on my mind. To send emails and then how to use [inaudible 00:24:57].

All right, so now just imagine [00:25:00] this is a welcome email that new customers get, all right? And essentially what we want to do with this new email is select your journey, okay? So if you can imagine that they have, right when you sign up for ActiveCampaign, or your application. Let’s not use ActiveCampaign. Let’s make it personal. Right when you sign [00:25:30] up for your action, you go in and then you’ve got this fork in the road. You can go three different ways. And based on the path that you choose, you go here, here, here. When you’re finished, let’s make this a point. So when you’re finished [00:26:00] with this, you go back up and then maybe for the second time you go down this path. Then when you’re done with this you go back up. And then on the third time you go down this path. And when you’re done with this you just continue on to the next steps. Right?

Next steps. Okay? So that’s [00:26:30] what this will do, right here. That was a terrible circle. That’s what these buttons will do when we set it up to be conditional. So watch this. So we can go into how to build automations. And let’s say we have a criteria. When they’re done with … This is gonna start an automation. When they select, they click this button, it’s gonna take them to a web page on your website that [00:27:00] says, great, watch this video on how to get started building automations. Right?

So when they click on that it’s gonna automatically go, I keep using my hands, everybody. I’m trying to train myself to write more and stop using my hands because you all can’t see me using my hands. So when they click this, it’s gonna take them to a page. And we’ll say [00:27:30] it’s got a video on it and maybe some button. Right? They’ll go there, they’ll see some video and it’ll show, hey this is how to get started with automations. And at the same time they could be receiving email within that automation. So this is happening all at the same time.

Now, they finish it. They finish the [00:28:00] email sequence and then they go back to the top, like we had illustrated. Well, what we will want to do is this, and if I go in here, just follow me here. If I manage conditions and I change gender to tag … Where does tag exist? Tag exist, equals, and I will say, [00:28:30] completed automation path. So I’m gonna add this tag at the end of my emails. Oops, I did that backwards. I wanted it to show if they have not completed, tag does not exist, completed automation. So as long as they have not completed that automation, this button will show. But the minute they complete that automation, [00:29:00] this button goes away.

So we’re harnessing some of what Mark is doing. Mark is sending the same email, but he’s changing the content in that email with the custom field. So instead of using a custom field, you’re gonna send them this same email, right? Right when they’re done with that automation. But now, when they get the email, this button will not be there. And they will only choose between these two. And you can even have it, if I wanted to swap them, [00:29:30] I can duplicate this and say you may want to do this. For three paths you’ll have six buttons and you could do something like this. Instead of having this arrow that says …

I don’t know how to do a check mark. I don’t know the symbols for checks. I want to do a check mark everybody. I’m just gonna go through these until I find a check mark real quick if I can. I may not be able to. [00:30:00] I’m just going through the keyboard holding the ALT button. All right, anyways, I tried. I thought there was a check mark but it’s probably a symbol. Completed.

So automations, right? And then I could have this, the background could be green. Not the background the column, I want the background to the button to be [00:30:30] green. Okay? And this is gonna show, manage conditions, if tag exists, completed automations. And I have no link. I have no link. So when they first get this email, they’ll have all these three gray buttons. And as they complete each task, it’ll just show as green completed. Right? And then I could do the same for how [00:31:00] to send emails. And after they do it, I could have another green button there that says completed sending emails.

And you’ll only see three buttons at a time, right? Completed, emails. You’ll only see three buttons at a time because these are essentially toggling. I’m liking this already. So I had this idea and I do think I want to go forward with it. I do want to go [00:31:30] forward with this. Because this is really cool when it comes to how … This is gonna be very functional, especially if you have a particular on-boarding. So now, these tags are inverses of each other. The gray shows if you haven’t completed it and if you have completed this automation path, then this [00:32:00] is hidden and this is green. The same with emails, the same with the OCRM.

So imagine if, after you’ve gone through all three paths, you have all three green buttons. And then I could have some text at the very bottom that only shows if they’ve completed. Congratulations, you have successfully completed every step [00:32:30] to get started. Consider yourself a ninja. Now go keep kicking butt. How about that? All right. Make it nice and legible. 16 is good, I’ll give it a 140 and put it in the center. [00:33:00] Okay, and then I can make this conditional to only show if they have all three tags that they’ve completed all steps. Right?

So in the beginning their email, when they first get started, this thing keeps cutting off on me. It’s because it’s wireless. I need to make sure I wire this in next time. Cut it back in. All right. So when they first get in here, they are, come on [00:33:30] Chris. I’ve got it now, everybody. This is messing with me. There we go.

All right. So when they’re first in here, they don’t have this, they don’t see this, and they don’t see this, okay? These buttons are not there. It’s only the gray. So let’s say, they click [00:34:00] here and actually complete it. And then at the end of that process, this email is sent back out to them. And remember, we don’t have to worry about updating it because the content is conditional. It’s gonna automatically hide based on the criteria on their record. We just want to make sure that we’re tagging at the end of our automation that they’ve completed the automation regarding how to build automations.

Right? At that point, now, everything flips. [00:34:30] Because this button is now hidden. This button is shown, this button is shown, this button is hidden and this button is hidden. See that? That’s what the email will look like the next time, right? And then let’s say, they complete the emails. I think you guys get the point by now. So, [00:35:00] this will not show, this will not show. And this will not show. You see that? Now it’ll just be green, green, then gray.

And as they go through that progression, let’s say they’ve completed all of them. And when they’ve done that, you’ll have all three of these buttons, all three green buttons. And at that point when all [00:35:30] three green buttons are visible, it won’t let me do it, there we go. Nope, it’s not it. When all three green buttons are visible, then this text will show. Saying congratulations, you have successfully completed. Or you can have it set to where all the green buttons just disappear and it just says congratulations you have successfully completed every step to get started.

So I’ve got some questions here. Okay, Rosalyn, [00:36:00] let me go back. Okay, I made a couple of forms on the iPad. Oh nice, cool. Do you know if there will be the ability to change fonts, make it bolder? Rosalyn, for the iPad app, yes we’re updating it right now. We’re adding the ability. We’re updating the app. Not sure if it’s gonna be bold and change font. I’m pretty sure those things will be in there maybe. I don’t know. I don’t know if bold and change font but I know 100% we’re updating the app a we speak to the next version.

[00:36:30] Then, okay, it is so cool that we can do this all in one email. Before I had to make three emails within the automation with if/then statements to make this happen. So, like Rosalyn is saying, in the previous life, you would have to use many emails. But now we can use one email. And as long as those tags are present and being set at the right time, these buttons are just gonna … it’s almost like when they click it, they’re turning it green. [00:37:00] They come back. The next time they get the email from us, it’s gonna have the green button on it. So this is really good.

All right, Rosalyn says how do you test the automation to ensure it all works correctly? So, everybody, remember too. So let’s say, we’re done with this. Save and exit. And the email is sent. I mean, the email is in there. Now, what [00:37:30] I would do is add yourself to the automation and go through it. And click it and see what it looks like. Remember, Phil. So Phil exists because he’s essentially me. He’s my automation twin brother that doesn’t exist in real life. But I’ll put Phil through everything. I put him through every single thing that I build out in here. And he’s my test dummy.

So we all need a test dummy. So you could have [00:38:00] yourself, your primary email address that you cc’d at I would go through there, Rosalyn, and then I would check each one of those buttons. And right when I check it, I should start getting the emails. And then when I’m done with the emails, it should send me back the primary email and it should be green. And if it’s not green, somethings wrong.

Another way to do it is if you just want to throw all the tags on your record and just put yourself through [00:38:30] the automation. So if I use Phil and I put all three of those tags on the automation and then added me to this automation to get this email, then I should see all three green buttons. So there’s a few ways that you can do it.

But another good thing about this, everybody, is remember, they don’t have to click these buttons sequentially. I did it sequentially, [00:39:00] but they don’t have to. They can first select how to send emails. Right? It doesn’t matter because when they get the email again, that is the button that’ll be complete. So they can go in any order that they want. But, specifically to answer your question, Rosalyn, you would test the automation by just adding yourself to it. That’s the best way. Add yourself to the automation and go through each path and complete it. Because that’s more, or that resembles more [00:39:30] of what will happen in real life.

Or, like I said, you can just add particular tags to yourself, add yourself to the automation and see which buttons appear. That’s exactly how I would recommend testing it. All right. Let me see. Mark has a couple questions here. Is there a way to see all tasks in different pipelines in one view? For example, in admin, to see all their tasks and in AC [00:40:00] it makes more sense to use more than one pipeline. Yeah. I think I know what you’re saying here.

If I have, in the task view of the DOCRM, you’re saying these are just tasks specific to that pipeline. If I change that, yeah. So the tasks are specific to the pipeline. And what Mark is saying is can you have a global view of your tasks? I think this is the biggest, [00:40:30] the closest we get to that. Is this, this shows all tasks. But we don’t have it to where you can see every single task in one view regardless of what pipeline they are.

Okay, Rosalyn, you got it. Great. Great, I’m glad that makes sense. Really powerful stuff here. Hold on one second everybody, let me get this door. [00:41:00] All right. And then, Mark says can you create an automation to resend the same campaign email to non-opens after it’s sent? Oh you’re talking about the buttons right? You could. You very much could, Mark. If we think about this, this is not really the automation, I just used it.

But let’s say, this automation is our [00:41:30] on-boarding email automation and we’re sending this out and then we wait for two days. Because remember, when we send this out, everybody, essentially, all this automation is is … Oh no, not conditional but I mean a campaign send. Okay. So let me not go down that route. Can you create an automation to resend the same campaign email to non-opens after a set time? Yeah. You could definitely do that. [00:42:00] You can do it in an automation or you can do it natively. If it’s a campaign that you have sent, under reports. I don’t think I’ve saved any. Maybe here.

If you click on the actual campaign and resend options, you can send to new contacts, since it was originally sent or send to contacts who have not opened or read the campaign. So that’s one way to do it. And if you hit continue, [00:42:30] you will be … Yeah there we go. This is it. It will tell you, it will give you the stats here. So here, I can do the subject line and change that. And then I can change the name. I can say autoresponder, resend so it looks different. Open please. Change that to open today. [00:43:00] Okay? And if I do that I can hit send now and it’ll send to 26 people. All right?

The next way to do it is to just have it in the automation. So you say you sent this, wait for two days, has the contact opened that email? If not, you’ll send the reminder just like this. And this becomes your custom time frame. So if you want to wait two days, three days, four days, wait that period of time. [00:43:30] Check to see, have they opened the email? If not, send them a reminder. And this reminder could be the exact same email, just the subject line changed. Yep. So that’s how you would do it in an automation.

Okay, Mark says, you could use the conditional email concept and add more than one email in an automation which has different buttons so you do not give them as many options in the first email. Assuming you want to guide them more, [00:44:00] what they have access to. Could be like a membership site where you drip out the access. Yeah, absolutely. Because if you think about it, the buttons can be displayed upon multiple criteria. Right? It could even be displayed specific to a date. So if it’s before a date it shows one button, if it’s after a date it shows another link. So yeah.

It’s just something, I like to throw these ideas out. And actually this one is one that I really [00:44:30] do like. So I am gonna use it. I’m gonna put this one to use so don’t be surprised if you see it in our onboarding. And the reason being is because this is very functional, everybody. This is extremely functional. For the user, just thinking about the user, who knows when people’s schedules are? Some people are on vacation, some people are ready to learn it all now. You know, everybody’s [00:45:00] got a different set up. So now for them to be able to pickup right where they left off, just by opening their email and saying, “Oh I’ve completed this and completed this and completed this.”

It’s almost like a mini LMS, right? That’s essentially what we just built. We built a mini learning management system inside of an email. Ronald says, I also like it. It offers options. Yeah. It’s many options and [00:45:30] it’s really flexible. So now we’re not pounding our users like read this. Did you see it? Hurry up, open it. Time’s running out. You know? Nothing against scarcity and urgency and all of that. But, this allows us to say, hey look. Welcome. Because remember, I’m targeting this for customers. So it’s like listen, you’ve already bought. I just want you to know I’m here for you, here’s my fast track or my help track. You figure out what you want to learn first and [00:46:00] I’m here for you to help guide you.

And now, of course, as savvy marketers we’re looking. We probably have a pipeline with stages. We have a stage for building automations, a stage for sending emails and a stage for DOCRM.  So at any point we can log in and see where most people are. And maybe there’s a lot of deals in one stage with respect to another one. So that let’s us know right now, this is my hot topic. Let me create more content around that. [00:46:30] Right? This is how we don’t just do stuff and say okay we’re done. But we can actually get some more value out of it in terms of how to adjust our marketing for it.

All right. Okay so there’s no way to use an automation to resend a campaign email? Only the reports and the process? Yeah. If you send a campaign, you go through … Oh, Mark, you’re thinking of if I send a campaign, [00:47:00] if this could be automated? Like if I could set it up to say right when I’m sending, say hey, in two days if someone hasn’t opened, resend this campaign. Got you. Very, very, very valid and solid idea. I would definitely recommend submitting that one and email me like you did the other one so I can vote it up. That’s a good idea.

So, what Mark is saying is in Campaigns, everybody, [00:47:30] let me continue. Right here. Actually, Mark, this would be the best screen. Right at this point, somewhere on this screen, I can say resend in two days to people who have not opened it. Right? And then when I send it, I just forget about it. Right? And ActiveCampaign is gonna handle. Two days later they’re gonna look at the non-opens and then resend it automatically for me. So this would be the screen [00:48:00] that I would think it would be on, right? This makes the most sense, on the campaign summary. Yep.

Yep. So yeah. Wow everybody. I really do like this conditional email content. Do me a favor. I just brought this up, but I’m thinking there’s probably all kinds of ways you could “gamify” email. Right? Or attract progress [00:48:30] or give people points for taking action in an email with conditional content. By using this exact set up that I just showed you and just kind of toggling the buttons. By using if tag exists, if tag does not exist. Alright, Ronald says, you can tailor the level of difficulty for the customer this way.

Yes. Yes. Easy, less difficult and most difficult. Yes, absolutely. And [00:49:00] that’s why this is so fun and powerful. Because you can use it however you think it’s gonna resonate the most with your audience. So yeah, could you imagine a CPA using this? Somebody is signing up to get their taxes done and they would essentially … Well that would be, would they go through it multiple times? Yeah. Like a checklist. It’s essentially like the process. [00:49:30] Step one, you’ve collected all of your documents. When you’re done, go to this page and XYZ. Then they get the email up and it shows that they’ve completed their documents and step two.

So yeah, I could definitely see it in a process where you’re walking somebody through. What else? Mark says add link on pages you send them to which when clicked, will tag them as completed that step? Yes. Yes, Mark. Right. [00:50:00] Absolutely. I mean, essentially I didn’t set out to do this but, yeah, Rosalyn. Your question has led us to build an email LMS. And honestly, I’ve met a lot of people who deliver their programs, they have an X number week programs and they deliver it through email. This would have been great for them. This would have been gold for them.

Because instead of sending [00:50:30] out emails with no tracking or no progress tracking, they can at least see that, hey I’ve completed this one, I’ve completed this one. People, I don’t know about you, but when I’m taking a course or I’m going through some linear process or sequential process and I see those check marks or I see boxes building, like this is your progress, that motivates me. I don’t know. Maybe I’m a [00:51:00] little old school. I’m still young. But it does. And I feel like it does that to the human psyche. When you see boxes checked, I feel like there’s a sense of accomplishment that comes from checking a box.

But just seeing it, and perhaps this is why we see so many check marks and everything in marketing. When we’re looking at the bullet points and it’s like, you will receive this and this and this. You know? So humans, by nature, we want to complete stuff. [00:51:30] We want to. We’re not necessarily the ones to start from scratch and be motivated to start from scratch. But if something’s already going and needs a finishing touch, hey we want to complete it. It’s like, hey, you missed something. Hey you missed a color, right? And I think that’s how these, I think that’s how progression tracking works.

Mark says, there’s an app called Habit Bull. It’s all check marked based in keeping the activity chain going. [00:52:00] That’s it. I’m gonna have to check that out. I’m gonna check out that app, Habit Bull, and see. But I’m telling you, and if you really want me to check a box on a smart phone or something, on the computer, if I check box and it strikes through, oh my goodness. Listen, you’ve got me going. I’m ready to conquer the world with a list of check boxes. So this is similar to that idea. That momentum that you’re helping people build by seeing, I’ve completed [00:52:30] this. Keep going, don’t stop.

All right, Ronald says, since you brought it up, can we have a bar graph showing the degree of completion in the email? You could, Ronald. You know what? You really could. But you would need to create the graphic or download it, right? And then depending on … so let’s say you had a bar graph for 25, 50, 75 and 100. You would have four images, [00:53:00] right? Four images for each one of those percentages. And you would swap. You would just say show this one if they’ve completed this. If they’ve got two tags, show this image, if they’ve got three tags show this image, and if they’ve got four tags show the 100% image. So yeah, you could do it but you’d have to use images. Which could be really cool.

I mean, I didn’t think about using all of this stuff in email, but since it’s such an easy set up … [00:53:30] I could see if I was requiring you all to write code. Like, Ronald, Mark, you’re gonna have to jump in, write some java scripts, some html. But since this would take us, in sitting down, it would probably take us 15-20 minutes. 15-20 minutes to have an email that also serves as a pseudo LMS and encourages engagement, that’s a 20 minutes well spent, right? And then we only have to do it once and it applies to every single [00:54:00] lead that comes into our database. Oh my goodness. I love it.

I am gonna spill some beans here. I’m working on a membership podcast series. And it’s the next level. It’s the next version of membership sites. No longer do we have to set silver, gold and bronze. We’re not limited to just silver, gold and bronze. We can now set membership access by tags present on the contact record. So I talk about all of that in this podcast series [00:54:30] that I’m recording with multiple membership site creators. It’ll be ready by the end of this month.

But now just think, when you can integrate at a tag level, somebody can complete a module and have a tag added to their contact record because they’ve completed the module. Now, when I send out communication, my communication can be specific to modules they’ve completed. So I can show, you’ve completed module four, five and six. You [00:55:00] only have to complete seven and eight. So now we’ve got this closed loop where things that happened on the website, on the membership site, are getting sent back to ActiveCampaign. ActiveCampaign is using those conditions to display content within an email.

Yes. So, it’s how we bring it full circle. So, Rosalyn, thank you so much for asking this question. There’s always one question that kind of takes [00:55:30] us through that land of discovery. And when we’re in the land, we pick up as many nuggets as possible. So I definitely have picked up one here. You just helped me visualize it. I guess I just needed to talk it out and your question helped me get my mind wrapped around exactly what this would look like. No, Rosalyn, thank you. You’re very welcome.

All right everybody, this marks the first office hours [00:56:00] in the new office and I want to thank you all for being a part of it. Many more to come. Like I said, we haven’t even finished with this recording studio so that’ll be cool. I think this was a bit more peaceful being that we don’t have the background noise. Yeah, see, Mark says the quiet was really good. Much easier to stay focused. I think this is [00:56:30] it. I think we definitely have a winning combination with this. I’m excited now. Who knows what’ll happen on Friday.

Friday seemed, lately everybody, Fridays seemed to be crazy. Last Friday when we went over web hooks, that was amazing. So there is no telling what level of creativity is going to be sparked by having a controlled quiet environment. Rosalyn said she liked it better too. Ronald said it was full of inspiration.

So [00:57:00] I want to thank you all. You’re always such a great, cooperative and engaging audience. So thank you all for attending and remember, this replay will be up, probably today since now we’re moving at regular pace. And then Friday we do it all over again at 1 pm Central. And yeah, we’ll be right back in the studio. We’ll be back in the studio, nice and quiet, get some focus, some inspiration. Thank you all. [00:57:30] Yes, you’re welcome, Mark, Ronald. Everybody online. You’re welcome whether you asked a question or not. Thank you so much. You make it possible. So keep on. Like our text says here, keep on kicking butt. And I’ll see you all on Friday.

Hope this helps get your week started off on the right foot, get your gears going. Creativity flowing, the juices going. And then let’s come back on Friday and whatever [00:58:00] you’ve thought of that we can take this example further or any new questions, come on, bring them through and we’ll answer them. Like we always have. All right, everybody, signing off, see you next time.