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Office Hours – December 1, 2017

Recording of Office Hours hosted by Chris Davis on December 1, 2017.

Topics covered in this session:

  • How to add a blog subscription checkbox to a form
  • How to reset Goal conditions
  • The LifterLMS integration with ActiveCampaign
  • The difference between using split test campaigns and using the Split action in automations

Transcript

Chris Davis: All right, let’s get started. Let’s get our hands nice and dirty in some automation. Well, maybe that’s a bad way to say it, but you all understand. Okay. No, no, Mark, I think I did. I did get yours I got it. I’ve got Rosalyn, Mark, and Lisa. Is Lisa on? I don’t see Lisa, so we’ll go through Mark and Rosalyn’s. Then I’ll go to you, Danielle, and then whoever else, if [00:00:30] you want to type your question, just go ahead. Rosalyn, let me go here. All right, let me see here. Let me see if I put the whole question up here. The flow is very organic on these, everyone. Okay. Katrina says, “I have a quick question on how AC managed segment groups if we have time. All right, we’ll definitely have time. We’ll have time for you, Katrina.

Rosalyn says, “On my website …” Let me just put it here. [00:01:00] Rosalyn, if you don’t want me to put the whole thing, just let me know. I think it’d be good just to put the whole question here so everybody can follow along. All right, Rosalyn says on her website, here we go, she wants to create an Ebook download form where the last question contains a pre-selected checkbox that says, “Yes, send me useful tips and ideas,” as a default to subscribing to the blog. [00:01:30] Ebook subscribers have the option to deselect the checkbox if they don’t want to also subscribe to the blog. All right.

“I figured how how to preselect the field in a form, but I have not figured out how to have them automatically subscribe to my list (if the box is checked? Or not subscribe to the list (if the box is not checked). The default action on the form will subscribe them to my list regardless of whether the checkbox [00:02:00] is selected or not, so what do I … I like this question. What do I need to do to add only those who select the box to join my list? Does it have to be in an automation in order to work?”

Wow, Rosalyn, great question. Can you all see the value of this? Rosalyn, if you can send me the URL, you could put it into the chat, the URL to your page if it’s public so [00:02:30] I could pull it up. It’d just help me help explain what we’re doing. Essentially, let’s build it out, everybody. You know I’ve been itching to do some automation building. I can make this really easy. Katrina, you actually have alluded to the solution. How about that? We’re already working together collectively with all of our minds. Rosalyn, you had one. Look at that. You had one.

Okay, Rosalyn, let’s say … I’m just going to create a new field. [00:03:00] It was a checkbox, yeah. Subscribe today too! Please don’t. Receive updates, yes. Give them all to me. All right, I think this is what you were saying. We have something like that. You know what? I shouldn’t have did it this way. I should go back, because I can’t [00:03:30] set the default field on this view. I just want everybody to know what Rosalyn has figured out so far. I created this custom field, and now you see this where it says default value? I’ll do something like subscribe to the blog, right? Then this checkbox … Here, how about this. Subscribe to the [00:04:00] blog, yes. Subscribe me now.

All right, this is going to be a question posed on the form, and then I have options. For now, I just have one given this use case, and then I can select here for it to be selected. That’s what this means, default value. This works with pretty much any form type. Let me make sure Lisa isn’t … All right. Any form type. Now that I have this selected [00:04:30] and I hit save, now when I add this custom field to a form it should show as pre-selected by default, okay? I think I called it blog, right? Would you like to subscribe to the blog? There it is. You see that? Now it’s checked by default, all right.

Now, let’s test this out. Let’s test this out, because I don’t want to be a liar today. The week is going too good to end it [00:05:00] on a lie. All right, there we go. Integrate here. What’s this. Here’s the magic. Here’s the magic, Rosalyn. Follow me here. Okay, what I would say do is … and you want to be clear with your messaging. That goes without saying. What we’ll do is we’ll go into our … Nope, let’s go to contacts. We’ll go to our contacts and we’re going to do an advanced search, all right? This advanced [00:05:30] search is what we’re going to create a segment off of, all right?

Blog, you see that? Would you like to subscribe to my blog is yes, subscribe me now. Excuse me. I’m going to do a search. It should pull up nobody, absolutely nobody right now. We’ll let it do its thing and I’m going to save this as a segment. The reason why I’m saving it as a segment is because as people fill out this form, if they check that box they’re going to be added [00:06:00] to this segment, all right? Blog subscribers instead of adding them to multiple lists. All right, so perfect. Nobody should be in here because nobody has done it. I just created this custom field. Now, I’m using the custom field as my yes and no, my permission giver on whether I can send them communication or not, Rosalyn, all right?

When you go and let’s say you want to send out your blog [00:06:30] post, what you’re going to do, or whatever they subscribed to, what you’re going to do is when it comes to selecting, this list is going to be the list that your form adds them to, right? Because every time they submit the form, they’re going to be added to some list. Then from here in the segment, you’re going to go down and select blog subscribers. By doing that, you’re only going to send this [00:07:00] email to people who have filled out the form and kept that box checked. If they uncheck that box when they fill out the form, they will not show in this segment although they’ll still be on your list. You see what I’m saying? Excuse me. You won’t be able to send them communication relative to that checkbox, which is you managing. You’re being responsible at this point of who you can send information to and who you can’t.

Now on your end Rosalyn, you can [00:07:30] never send communication to people who do not fit in this segment. You can’t do it, because the second you do it, that’s essentially spam, right? It’s really illegal to do that, right? Yeah, here Mark says, “CAN-SPAM, depending on what country you are in, pre-selecting okay to subscribe is against CAN-SPAM. In Canada for example, they must manually click okay.” That’s a great point, Mark. I didn’t know that. [00:08:00] To be safe, you could leave it unchecked and have them check it. I feel like I’ve seen that used off and on across multiple Ecommerce sites that I’ve went to. Sometimes I have to check it off and sometimes I check it on, but however you handle it, Rosalyn, just make sure you create a segment. That’s the important piece, and only email that segment. Okay? Yep, all right. Great, great.

What’s going to happen is ActiveCampaign [00:08:30] is going to handle it for you, right? Let me fill out this form and watch what happens. Cdavis+ros@activecampaign.com. Did that backwards. Let’s do a different name. How about Gerry with a G. Looks like I already typed Gerry before. All right, so now I’m going to keep this checked. Look at this. Remember, I can uncheck it and keep it checked. It’s checked now and I’m going to hit submit. At this point, I should show [00:09:00] in that segment now, okay? If I go to lists and go to segments, blog subscribers, it should pull me up. When I go view contacts, it should have Gerry. Come on, Gerry. Be there, Gerry. Be there, Gerry. We will see. The suspense, man. I’m kind of nervous. Gerry must be there. You’d better be there, Gerry. Let me make sure. [00:09:30] I didn’t show me. Did I set a … I think I set an action. Anyways.

Okay, but this says three entries. Of course, because I filled this out many times before. Where am I at? All right, still trying to find me. Let me just make sure. Subscribes to list. [00:10:00] Yeah, I had asked subscribes to list. Anyways, I’ll end up on this. I’ll end up as a contact in this segment. There it is. Wait a minute, +ros. I used that before. No, no, no, no, no. This is an automation we set up for you, Rosalyn. Okay. But now when you click on Gerry Stewart … No, I must have used this email before, because I didn’t type my last name. I thought I was typing in a new name. [00:10:30] There it is. You see that? Yes, subscribe me now. If I uncheck it, you will no longer be able to email them when you email that segment. There’s some responsibility that you have to hold up on your end, but this is the best way to do it, Rosalyn, the best way. That way they’re essentially managing their own preferences. At any point, even if they …

One thing you’ll have to do … [00:11:00] Rosalyn, don’t forget this. Don’t forget this. I feel like there’s somebody on here knows where I’m going with this. Don’t forget this. Whoa, whoa, whoa. Don’t forget to do this, field changes. What I want to do is … No, no, no, no. I’m sorry. Here’s what I want to do, okay? This is so important what I’m about to [00:11:30] show you. We’re going to start without a trigger, okay, and what I want to do is update the field would you like to be on the blog to nothing, okay? This is blog unsubscribe. All right, you see what I’m doing here? Now if someone clicks a link that says they no longer want to receive this communication, [00:12:00] I’m going to unsubscribe them from the blog. Okay. I could to be safe say when they unsubscribe also from the list that I added them to.

What did I say? Unsubscribe from the list the first time. Update anytime, every time, added or updated. I do that. If they unsubscribe, I’m going to take them off. I’m [00:12:30] just being safe, because if they unsubscribed, they may not have wanted either of the communication, or I’m also going to have a link. You’ll want to make sure you do this, Rosalyn. Yeah, I named it blog unsubscribe, but I need to put you on there, Rosalyn. I hope you don’t mind if I just say Ros here. No, I’ll type your whole name. [00:13:00] All right, okay.

In that email that you send … That doesn’t matter. All right, in there here’s what I would have you do. This I what I recommend. If you would no longer like to receive these updates, click [00:13:30] here to unsubscribe. Of course this is not the best copy, but it’s good enough. All right, and then you’re going to have a URL, and everybody on this call, you need to have a general confirmation page, all right? Like a general page that says, “Thank you. Your information has been received.” That’s all it has to say, but everybody [00:14:00] should have a page on their website for just as general confirmation. It’s one of the easiest but most overlooked and most utilized pages, as you’ll find out as you build more and more automation, that you’ll use.

For this one, I’m going to say Rosalyn Stewart. It’s not Stewart. Rosalyn, what’s your last name? It is Stewart. Stewart.com/ [00:14:30] info-received. How about that? Now anytime somebody does … Yes, Mark, because Mark says, “The link must go somewhere.” You have to take them somewhere. Like I said, this is a page that’s going to say something like, “Thank you so much. Your information has been received. If there’s any further communication, someone will reach out to you shortly,” right? You’re going to keep it short and sweet, maybe big and bold, easy to read. Now if they click [00:15:00] that link, they’re going to be taken to this URL.

But here’s the magic. We’re also going to add … Look at this. I could actually do it from here and just unsubscribe them from the list, because I have that automation that unsubscribes them, but I don’t want to. They may still be on the list and just not want to receive that specific checkbox communication. Now I’m going to add them to an automation. Which automation? Where is Rosalyn? Blog unsubscribe. See that? [00:15:30] You’re going to put this link. In fact, I want to do it. Here, let me do this. This is how I should have done it. I want to teach you all the right ways to do this. See how I duplicated that block? I’m going to delete that and then I’m going to go in this one and delete this. All right, the reason I did that, now Rosalyn, I could do this, save to the content library, blog subscription [00:16:00] unsubscribe link. See that? Now whenever I send out communication, I just have to go to the saved, drag that over, and it’ll add it there. Okay? Yep.

Katrina says, “Generic landing pages for thank you and event topic unsubs are so beneficial.” Yep, absolutely. This is exactly how I would do it, Rosalyn. If you do it this way, all of your bases are covered. All of your bases are covered. [00:16:30] If they check the box coming in, they’ll be part of a select segment, a select group of people that get communication. If at any point they click this link to stop receiving it, guess what? It’s going to clear that checkbox and remove them from the segment. Yep. That’s how I recommend doing that one. Great, great question, Rosalyn. Thank you. Thank you for asking that. Great question. Yes, you’re very welcome. I knew the answer to this question … [00:17:00] Yes. Yeah, if you do it this way, you’ll have no issues at all with spam or managing it. Yep, thank you. Thank you.

All right, Mark, I think you pasted yours in here. All right, so you have yours. I have yours in an email. I did get it, Mark. I’m sorry. All right, so Mark has … I’m calling on your collective brains here. [00:17:30] I read this one, but I don’t think I went through your automation yet, Mark. We’ll figure it out. All right, so Mark says he needs to figure out a way to “reset” a page visit count using a goal condition for an annual automation. All right, so the issue is he can’t use the “Exact URL” “Ever” goal trigger, because that condition will be true next year. [00:18:00] Yeah, yeah, yeah. Right.

Every year, Mark wants to check if they visited a URL essentially, okay, but the problem is once you’ve visited that URL once, it’s true forever. It’s true for the lifetime. It’s true for the lifetime of your existence, the lifetime in that ActiveCampaign record. Reason for tag and page visit redundancy is his client is a [00:18:30] lawyer, or many lawyers clients, so security is high and link clicks can be blocked. Mark uses tag + page visit. There must be a way to leverage the page visit for email link click redundancy and keep the goal condition watching for either tag from link or page visit.

Mark, all right, the only way to make sure that the goal doesn’t automatically fire the next [00:19:00] year is to make sure the goal condition is not true next year, right? The only way to make sure the goal condition is not true next year is by changing the goal condition every year. This is what I’m thinking. This is what I’m thinking, Mark. Let me know how you feel about it. I need a website. Okay, masteringmarketingautomation. This has been our sample website. If you did something like this, [00:19:30] right, they go to that page … Wait. Did I do this right? Why is it thinking this is a new page? This is just a curious string. Did I do it wrong? Yeah, it’s ?. Yeah, it should just go to my homepage. Maybe this number is throwing it off. I think the [00:20:00] numbers throwing it off. ?y17, there we go, all right.

Something like this, right, would be a way where you don’t have to … the page that you create stays the same, but the link in the email is what you’re going to change every year. This year it’s [00:20:30] 17, and then next year, oh my goodness, next year you go in the email and change the destination link to 18. But you see it’s going to go to the same page, right? That way you don’t have to modify the website. You don’t have to touch anything. You’re going into ActiveCampaign into one of your automations, and Mark, you’ve got a few automation in here, at the end of the year. [00:21:00] Here we go. This is an email automation. At the end of the year, and what you’re doing is you’re just going and updating the link that they click. Everything else, you want it to be the same, right? You want to maintain everything else. I’m just going to act like this was the link, and you update that.

This year, it would be 17, right? Next year, you would go in here, update it to [00:21:30] 18, and you’re good. That one change keeps you good for the whole year. Now, when you’re using your goal condition, what you’ll want to do is this. Because remember, everybody, a goal condition, once it’s true, it’s always true. There’s no resetting, and that’s why Mark started this with saying how do I “reset” the goal condition, right? If I had a goal condition, I would do it, it would look like this. I [00:22:00] it would use the site and says has visited, the URL has to contain, at it would have to be at least the ?y18, right?

If they go to this page, just the regular page … Well, no. If they go to the regular page. Shoot. [00:22:30] I think we’re going to have to do it this way, Mark, y18, to prevent the regular page visits. This ?y18, this URL tag, is specifying one page, is specifying a page that can only be accessed one way. The only way they could ever go to a URL that has the ?y18 is by clicking the email. That’s the only way. It’s not like they can figure it out themselves or, you know, [00:23:00] like click a link anywhere else. The only entryway to that website with that ?y18 is going to be through your email, okay?

Mark says, “Can I use a custom field to change the parameter in the link in the email so they need to change?” You could use a custom field too. Yep, if you want to. You could definitely use a custom field and then change that. Either one of these ways works. The main thing that Mark is doing, everybody, is he wants to [00:23:30] change the goal condition every year effectively serving as a reset for that contact to be able to achieve that goal for the next year. He doesn’t want them to be able to just automatically. It’s not like since you did it in 2017, then you’re good in 2018, 2019. He wants them to take that action every year.

“The custom field would change all the links in all the emails.” Well see, that’s better, Mark. If you’ve got a lot of [00:24:00] emails, the custom field is definitely the way to go. This would work if it was just one email to go out. This is an easy way. But if you’ve got multiple emails, absolutely. Use a custom field and then it would have like whatever the custom field value is would be what you put the URL contains. Good thinking, yep, yep.

All right, Mark says, “Please show how to append the email link or would you put the full [00:24:30] URL in the custom field?” I wouldn’t. I would say like right here. Let’s say your custom field is link status. I would do this. Percentage link status, right? Well, yeah, because you’re using a custom field. Wait a minute. Are you using a custom field in the URL to change the parameter in the link? Yeah. The link that they click would have … [00:25:00] Let me do this. It would look like this. It would look like that in the email, right? That’s the link that you would have.

Now, when you go to the custom field and change the default value of it to maybe you want to change it to 2017 or some character, that is what goes here, right, ? [00:25:30] and then the custom field value. That’s how you would append it. This would be the URL you would use in the email, and then this would be what you would use in the goal condition. Yep. Mark says, “Could I preload or goal condition in the goal for a question?” Exactly, yeah, yeah, yeah, yeah, yeah. Yes. Mark, yes to all of it. Yes. [00:26:00] Now, the goal, I don’t know if you’ll want to preload all of the years, because you want to remove the previous year, right? Once they’ve visited that previous year goal, you want to remove it so that they don’t achieve the goal again. Either do that or, like I said, just update. Just update the goal one time a year. Hopefully [00:26:30] it’s not 20 of them, but even if so that’s something you could hire somebody out to do.

Actually, I don’t think you would even need to update the goals, because if the condition is variable like this, you just need to change the custom field default value. Yeah, because you want to avoid the manual aspect of editing it every year. Yeah, wow, Mark. Actually, the thing is [00:27:00] the people who are queued here, what happens to them? I say for now, if this were set up like this, all you would have to do is go into the custom field default value and update it. It would update the goal condition, and then that would prevent everybody who has achieved the goal to automatically being registered as they have achieved the goal. That’s what I would do. [00:27:30] Then put it into play and let’s break it down. Let’s at least get it out, test it, and then let me know what you found and we can follow up from there. Great, great question, because that highlighted the need to reset a goal value so that somebody can reenter or re-achieve the goal. Good thinking there. Good thinking there, Mark.

Danielle and then we had another one, [00:28:00] and then Jennifer. Hey, Jennifer. I don’t know. It’s been a while, so it’s good to see you back, Jennifer. Good to see you back. Danielle, all right. Danielle, let me put yours in here. Danielle says, “Hello.” Hello, Danielle. “Regarding email notifications from new subscribers- if it has suddenly stopped working- do you have any troubleshooting ideas?” Yes, I do. I [00:28:30] do, Danielle. I do have ideas. By email notifications from new subscribers, I’m assuming you’re talking about at the form level.

There’s actually two ways, everybody. Let me make sure. Okay, no problem, Mark. See you later. Glad I could help. There’s two ways to do this. One is the form is always going to subscribe someone to a list. At the list [00:29:00] level, you could go in under advanced settings and say send subscription notifications to when someone subscribes. You can enter your email address there. Okay, that’s one way. That’s one way. Okay, Danielle, you’re still here. That’s one way.

The second way, and this is what I’m assuming you’re doing, Danielle, is you’re at the form level. For the forms, [00:29:30] I forget. Yeah, yeah, yeah. I remember. Understand options, you see this action, everybody? We can have it email results. Then we’re going to say who we went to send them to, so Jennifer@mcgoldrick.com, right? It’s going to go to Jennifer. Now, here’s what you need to do. You need to make sure the from email address is not yours. [00:30:00] I always recommend doing noreply@mcgoldrick.com, and the reason being is because if that’s a real email address, that from email address, the reason why this could stop working is that your ESPs are saying, “Wait a minute. That person is not really sending this email. This is a system generated email trying to pose itself as a personal email. I’m not letting this go through,” and it’s getting caught in the spam filter, [00:30:30] okay?

If it was working, it was almost like borrowed time before the ESPs caught on. That is 9 times out of 10 the reason why it’s stopped working. The easy fix is to go in there and the from email, change it to noreply@yourdomain.com. Do not use Gmail, Yahoo, AOL. Do not use a free email account here. Do not do it, okay? Use your domain, noreply@ [00:31:00] yourdomain, and the from name could be the name of your business. I would not use your name for that either, and the subject can be anything. That’s normally what happens when people are having troubles getting emails from the form.

Now, if you’re doing it at the list level, which is a lot easier, if you’re just doing it here where it’s like … Oops. If you’re just doing it here [00:31:30] at the list level, then it’s going to be send automatically on behalf of ActiveCampaign and you don’t have to configure any of that. You don’t have to worry about the no reply and everything. Those are the two ways that you can make sure that you get the email notifications, yep. All right, great, great.

Then Jennifer, there we go. Jennifer’s got two, great. Let me post this. [00:32:00] No, no. That was Danielle. I’m sorry. Wait a minute. I mixed you up. I’m sorry, Danielle. Danielle, I mixed you up. I was looking at Jennifer. Jennifer was probably wondering like, “Wait a minute. I didn’t ask that question.” Danielle, that was for you. Sorry. I typed your name there and then I started looking at Jennifer’s name. I didn’t mean to confuse the two. I’m sorry. Danielle, those are the two ways that you can send notifications, email [00:32:30] notifications, when someone subscribes, all right?

Now, the real Jennifer. Okay, the real Jennifer. This is your question. Let me paste it there. All right. Katrina says, “It’s definitely Friday.” Yep, long week, especially after the holiday, right? All right, “Is there a way to have an inline form display a pre-checked custom field [00:33:00] value that may already exist on the contact record?” Let me do this now. No for dropdowns, checkboxes, radio buttons, and multiple select. All right, yes for everything [00:33:30] else. That’s the answer to that one. If you’re using a dropdown, checkbox, radio button, or multiple select, you will not be able to show that data as preselected or pre-checked. You can however show data that exists in the form of single line text, and multiple line text will pre-populate. [00:34:00] Yep.

Yeah, Jennifer, I know what you mean. Let me just talk this through. Everybody, I know exactly where you’re going with this, but I want to make sure you all understand. Let me read. “I see this works in advanced public list forms when clicking through on the update preference token (%UPDATELINK%),” and this is what she’s talking about. If we go to public pages and you do I think unsubscribes, [00:34:30] right here you can show pre-checked options on this one. Well, wait a minute. Update link, update preferences. Yeah, you’re saying ActiveCampaign hosted URL, but even there the update link shouldn’t be [00:35:00] able to pre-populate a radio button. I’ll double check it though. I’ll double check it.

Essentially, when you unsubscribe, you go to this page, everybody, and it’s hosted on ActiveCampaign. What Jennifer is doing, she wants to … Let me just read it. “I have custom fields including an inline form that I’m utilizing in the place of the system manage preference token/form.” Instead of going here, she’s got her own form. You see how [00:35:30] you can say redirect to URL? She’s going to her own form. Okay, there it goes. “I’m utilizing in place of the system manage … Or even if I’m utilizing an inline form with specific custom field as my unsubscribe redirect URL, I want contacts accessing this to see specific custom fields along with the values they may already have on their contact record as pre-selected.”

Yes, I know what you mean, Jennifer. [00:36:00] It’s practically the missing piece from building out an official manage preferences page. But as of right now, the checkboxes and radio buttons, they don’t pre-populate. We went through a long exercise I think last year with Lorraine trying to figure it out, and we would out that you can’t. The limitation is the URL, putting all of that information in the URL and pulling it down. There is a possibility [00:36:30] for us to do it on our side, like the server side, and there’s talks about it, but nothing has come of it to the point where you’ll be able to pre-select or show pre-selected data. Great. I see exactly where you were thinking with that one, so great thinking. Great thinking.

All right. Danielle, I missed this. Danielle says, “In this fix, in list or form will apply to all lists or forms?” [00:37:00] Yes, yes. What I outlined here, Danielle, yes it will. You can use it on all forms using the no reply. The power of doing it to a list though, like let’s say you have five forms and they all subscribe someone to one list, all you have to do is go into the list setting and make sure that the email is checked to go out. Then regardless of the five forms that they fill out, they’ll be added to the same list and you’ll get the email notification. Yep.

[00:37:30] All right, great. These are all great questions. Let me make sure I didn’t miss one. Bill, I feel like you had one. Katrina, feel free to ask your … What have we got? We’ve got 15 minutes. Feel free to ask your segmentation question. All right, “I’d like to come on and show you my test site. I’m not using the …” Yeah, sure. Sure, Bill. Bill, if you could do me a favor, send me the [00:38:00] URL. Send me the URL. I’m promoting you to a panelist now.

Bill: The link I guess.

Chris Davis: Unmuted. Bill, how are you doing?

Bill: I’m not muted. Pretty good, pretty busy.

Chris Davis: That’s a good thing.

Bill: The biggest thing is, can I show you? Let’s see. I can share my website with you?

Chris Davis: I believe so. I believe so.

Bill: Yeah. I can go down here to screen share.

Chris Davis: Okay.

Bill: I just have to have it up. We’ll stop the screen share. Do you want to continue? What? Screen share, let [00:38:30] me see. Do I have it up? Let me pull it up.

Chris Davis: I don’t see it yet. If anybody else does, let me know.

Bill: Wait a second. Wait a second. Let me just look at this.

Chris Davis: Okay. It’s happening. I see it now. I see it now.

Bill: Okay.

Chris Davis: There we go.

Bill: Let me get to the right tab here. Let’s see.

Chris Davis: All right, so you’ve got LifterLMS, ActiveCampaign.

Bill: This is a test site. Let me get out of here. Okay, so [00:39:00] are you familiar with LifterLMS?

Chris Davis: Yes, yep.

Bill: Okay. I’m using it both as a shopping cart and as a LMS system.

Chris Davis: Okay.

Bill: We have courses here, and then you can pick a course, right? I could buy a course, and it goes to … You buy it through the memberships right now. Go to membership, and you buy it here. This isn’t exactly right. It’s $7 let’s say.

Chris Davis: Okay.

Bill: My question is how to integrate LifterLMS with ActiveCampaign without [00:39:30] using …

Chris Davis: Yeah.

Bill: It’s pretty expensive, that system they recommend.

Chris Davis: Yeah, the WP Fusion.

Bill: Yeah.

Chris Davis: Yep. Katrina says, “You have your own green screen,” or is that just your wall cover?

Bill: Yeah, because I make training. I use it less and less, yeah.

Chris Davis: Let me double check.

Bill: Then they get a membership like this through the National Association of Podcasters.

Chris Davis: Nice.

Bill: It’s all through me, but then I manually put it on ActiveCampaign right now.

Chris Davis: [00:40:00] Okay. Let me see. Yeah, it doesn’t look like there is a direct. What payment processors does LifterLMS integrate?

Bill: Okay, I buy that. They give a plugin. The LMS is only a buck, but then you have to buy the … I have Stripe and I have PayPal.

Chris Davis: Okay. They do that. Do you know if LifterLMS [00:40:30] integrates with WooCommerce at all?

Bill: Yeah, they do. They do.

Chris Davis: They do.

Bill: I don’t know WooCommerce well though.

Chris Davis: Yeah. Yeah, okay.

Bill: That’s good.

Chris Davis: Yep. That would be the easy way. I would say the inexpensive way I should say, the inexpensive way to go if you add WooCommerce. Then instead of you see these right here where it’s all your courses? Those will actually be in WooCommerce as products.

Bill: Yeah. I need to get into … I just [00:41:00] haven’t studied WooCommerce. I’ve been working on Lifter and creating courses, which is easy.

Chris Davis: I’ll admit it’s probably not worth too much of your time, because I know you’re busy. You’re recording. You’re coaching. You’re doing al kind of training.

Bill: I run a little company. We actually have clients here in Reno where we stream and record at the casinos.

Chris Davis: Nice, nice. I definitely wouldn’t want you to spend your time on it, but you can get … Somebody with WooCommerce can whip this up within an [00:41:30] hour or two for you?

Bill: Really? I need to find some WooCommerce people then. Can I show you one last thing where we’re going though?

Chris Davis: Sure.

Bill: I’ve got a couple of people together and we’re forming … Actually, we’re breaking away from the National Association of Broadcasters and forming a separate association.

Chris Davis: Okay. Is this it right here?

Bill: Yeah, that’s the start of it. Then let’s see. I think it’s going to do well. I actually cut off all the individual memberships. We’re just doing business right now.

Chris Davis: Nice.

Bill: We’re trying to do a first conference and then try [00:42:00] four different regions, but it’s a lot of work. I mean it’s a ton of work.

Chris Davis: Yeah, yeah. I’d imagine.

Bill: You think I should go with WooCommerce and find a consultant to work with me in WooCommerce to build the sites?

Chris Davis: Yeah, because you just need your products added once, all your products added there, and then you just need access to them when you add a new product.

Bill: Yeah. This is what we’re building out, like the different memberships.

Chris Davis: Yeah, yep.

Bill: We’ve got an annual, and we’ve got a life, and then what I’m doing is I’ve got another coming success just ahead [00:42:30] and we’re going to integrate in just basic podcasting training. For 35 bucks, they’re going to get like several hundred dollars of just the basic training stuff so they don’t have to go spend 1,000 bucks with somebody to learn how to podcast.

Chris Davis: Great. That’s great. You know what? You know what, Bill? Okay, I’m going to backtrack a little bit. I think that if you did go with the WP Fusion, I know it’s like 300 bucks a year, I think it would make everything [00:43:00] easier for you. You wouldn’t need a developer. You could probably get it integrated a lot faster, and it’s going to open up capabilities. Based on the tag that they have on their contact record, you can start showing more dynamic content.

Bill: Yeah, that’s the thing instead of manually doing it. This isn’t working right right now, but it would show like the courses. Right now it goes into here. It goes into Stripe.

Chris Davis: Yep, yep. Yeah, they’re built in.

Bill: Anyway, so you’re thinking I should go ahead. It’s pretty expensive.

Chris Davis: It is. [00:43:30] I think it’d be worth it though, and I think you’d make your money back fairly quickly.

Bill: Okay.

Chris Davis: The time it’s going to save you from not having to hire a developer. Their support, Jack, is amazing over at WP Fusion, very responsive, extremely responsive. I think it’ll help you get up and going faster, and you’ll be able to grow into all of the features. Yeah.

Bill: Okay. I just think [00:44:00] it’s too … I get with ActiveCampaign more too, because actually they have a business membership right now in the National Association. They’re one of the early adopters.

Chris Davis: I got you.

Bill: I haven’t really talked to them. I don’t know if you know much about that company, do you?

Chris Davis: Mm-hmm (negative)

Bill: There’s Thomas, There’s like two people that run the whole thing, so they’re really busy.

Chris Davis: I got you, all right.

Bill: Anyway, I appreciate it. I guess I’ll just bite the bullet. It’s pretty expensive. Can we pull it up real fast? I’m trying to think of their address.

Chris Davis: Yeah, it’s WP [00:44:30] Fusion PLugin I believe, WP Fusion Plugin.

Bill: Let me just put in WP Fusion here. It’s pretty interesting. It’s amazing all the third party.

Chris Davis: I know. I know.

Bill: There’s WP Fusion right there.

Chris Davis: What I like about them though is that Jack has been at it for years. They’re not the new kids on the block, and their code is very, very reliable, tested and proven. I would start with the $ [00:45:00] 247, and then if you need the pro addons and all that, go from there. That $247 should get you squared away. You’ll be able to get this integrated, ActiveCampaign synced up nice and easily. Like I said, knowing you Bill, once you get a good hold of the membership and you start getting people in, you’re going to start getting creative with your marketing, you’re going to start seeing other opportunities, say, “Hey, Chris. It’d be really nice if I could put this in front of just the members who are silver. If I could put it in front of them at this time, [00:45:30] they’ll upgrade to whatever.” You’ll be able to do all of that with WP Fusion.

Bill: Here’s what membership is probably going to be too. This is why I have to go the direction. Membership, the business membership is like 35 and the podcasters and vloggers, this is like the individual podcasters.

Chris Davis: Yep.

Bill: Associates are the same thing. They just don’t have a podcast or a blog yet. They’re learning.

Chris Davis: Yep, yep.

Bill: Yes, that’s it.

Chris Davis: That’s good. That’s really good.

Bill: Then also a convention, so you’ve got to sell convention tickets too.

Chris Davis: Yep.

Bill: That’s I guess another trick that’s next.

Chris Davis: Yep, yep. [00:46:00] Absolutely.

Bill: All right, so that’s it. You said just buy this program right here.

Chris Davis: Yeah. I would get it and then reach out to Jack immediately. Say, “Hey, can you help me get this set up?”

Bill: What’s his name? Jack?

Chris Davis: Yep, Jack.

Bill: This is a develop it looks like, this one over here. We’re not developing websites.

Chris Davis: Yes.

Bill: I don’t know what this is, just four sites.

Chris Davis: Yeah. That’s if you are developing more than just yours or if you wanted to create more than one.

Bill: 4 pro, [00:46:30] what’s that mean, 4 pro addons?

Chris Davis: I don’t know what the addons are.

Bill: The addons you were talking about, abandoned carts.

Chris Davis: Yeah. It looks like abandoned carts, Ecom. Yeah, it doesn’t look like you need any of them to start out with.

Bill: No. The only cart I’m using right now is just Lifter right here.

Chris Davis: Yeah, and that way if you use WP Fusion, you wouldn’t even have to move from Lifter’s cart, because it looks like you have everything integrated and set up nicely.

Bill: This is not the original other page. This is a test page.

Chris Davis: Yeah, yep.

Bill: All right, well I think you answered [00:47:00] my question. Just bite the bullet and go ahead and get it.

Chris Davis: Yeah. Do that. Let me know how it goes. Like I said, if you run into any issues, their support is amazing. But for the most part, it’s going to sync. Whenever someone buys your course through LifterLMS, it’s going to send all that information over to ActiveCampaign.

Bill: Yeah. I’m not sure what I did though, but now I just have your face on here.

Chris Davis: Yeah. You stopped sharing. You stopped sharing your screen.

Bill: Yeah, because I haven’t got your screen back.

Chris Davis: Yeah. You’re fine. I just have to move you back to attendee and [00:47:30] you’ll be fine.

Bill: Thanks. A different question, I’m looking at trying to go with Zoom for just … I use Zoom right now like we’re doing it now. I’ve been trying to use Zoom for more of a business application for webinars type thing.

Chris Davis: Yeah.

Bill: Do you like it?

Chris Davis: I like it as far as hosting it and executing the webinar. The post webinar automation is nonexistent. That’s the only [00:48:00] pain. You have to-

Bill: How do you-

Chris Davis: Manually export your CSV file, and then import it into ActiveCampaign. That could be a bit much.

Bill: You have to download the whole thing when you’re done?

Chris Davis: Yep, yep.

Bill: Then you just move it over.

Chris Davis: Absolutely, yep.

Bill: Okay. Thanks, Chris.

Chris Davis: Yeah, but it’s solid for the actual webinar.

Bill: Okay.

Chris Davis: Yep. All right, good seeing you, Bill.

Bill: I’ll take off my-

Chris Davis: Oops. Sorry, Bills. Always good to see you, Bill. Really quick, let me see if [00:48:30] I can get to you, Katrina. I think you’ve got the question to take us home. All right, “How does ActiveCampaign determine which contacts receive split tested emails? Is this based on alphabet, or is it completely random? Yes, it’s completely random. I say completely random as in there is an algorithm that randomizes, [00:49:00] right? Yes, the output, it is absolutely completely random for the split testing. This is of emails, not automation split testing. Automation split testing is different.

“The use case being if a client always split tests their weekly newsletter, email A and email B center and left aligned, will the same contacts always receive the same version of the split test or will it vary from [00:49:30] week to week?” No. No, they won’t. You’re absolutely correct. They will not. I don’t know if you were stating that. It looks like you’re asking. They won’t. The same contacts will not receive. Let me just clarify. I’m talking about this, where you go into a new campaign and send it out, this one. I’m talking about split testing campaigns. I believe you are too.

[00:50:00] Katrina says … Oh, oh, oh, I’m sorry. Let me share my screen again. There. I’m assuming when you go into campaigns it’s this, the split testing is what you’re talking about. Now I’ve got to … Zoom reset everything. All right, correct. Katrina says, “What happens within an automation that includes split testing?” If we go in an automation and [00:50:30] do the split automation action, it has to be set up to make sure it is truly randomized I would say. We’re in forms. I was going to say, “Katrina, we don’t have any automations.” I know I have an automation for you, Katrina.

Where is the [00:51:00] split actions? Split. If we do an even split, this will split indefinitely. This is going to split in the same order they’re added to the automation, okay? If you do like a bulk add, I believe that very well may be an alphabetical add [00:51:30] that way. I could see how in an automation it could render the same one, but if we do a condition. I guess, well … That’s a good question. I don’t know. Never split indefinitely I feel like should go back and forth. Good question, Katrina. I’m going to have the ask the devs. Let me see.

Katrina says, ” [00:52:00] I ask because I receive all B versions of a client’s sales funnel using even splits, so the first 50% of the list will get emailed.” That’s what I’m thinking in here when you use a split action in an automation, because it’s going to split them based on when they’re added. If they’re added the same way, right, unless they’re close to that 50% threshold line, then [00:52:30] they very much could receive the same communication every time. That’s a good catch, Katrina.

I guess that brings up a good point in the intended purpose of using this was kind of like over time, so that they would set this up and over time people would come into an auto … I’m so glad you brought this up, because that’s a big difference between the two. I would say for this client if they want to get a true randomized [00:53:00] result, send it as a campaign, because I’m 100% sure that’s randomized. There should be not way you got 11, unless it was like some weird, strange happening like all 11 of your email addressed happen to be randomized.

But if they can duplicate it, I’m guaranteeing they’re probably duplicating it because they’re using the split action in the automation and not the campaign split testing, because like I said, I know for sure the campaign split testing is random [00:53:30] but the split test in an automation is based on when the contact enters the automation. If I’ve always entered the automation before the next contact, it doesn’t matter. Whenever you add me to an automation, it’s going to say, “Oh, you always add it first,” or you always go down A, you go down B. Yeah, you’re right. The first 50% of the list will get email A and the other 50% will get email B based on how [00:54:00] they were added to the automation. If they’re ending the automation themselves over time, it’s fine. That’s how it’s supposed to be. But if you’re using a bulk add to an automation with a split action, you definitely may want to take that into account.

All right, “So it really doesn’t make much sense to use split testing for a short lived?” Well, it doesn’t in the context of if you wanted to … Let’s say this. [00:54:30] If you had an automation that was leveraging split actions and you added everybody at the same time, that’s not the best usage of split actions in automations, because you’re essentially emulating a campaign split test. It would be better to use the campaign split test. The split actions in automations are intended to be used over time, right? Let’s say you started your launch today and the launch ended next Friday, and then you had a split action [00:55:00] and you allow people … You had an ad out there, you had a landing page, and people were opting in themselves over time. That’s where the split action is the most effective. Yep.

“What we found what that the data between emails A versus B really didn’t vary at all throughout the …” Yeah, unless now Katrina, were you adding them to the funnel or were they adding themselves? Were the contacts opting in themselves, or did you add them? [00:55:30] Yes, yep. Right, right. The evergreen automation makes sense, yep, where it’s over time and they’re splitting. That’s where you’re going to get … Yeah. If you bulk added everyone, yeah, things would be a bit skewed. Things would be a bit skewed. I didn’t realize that until you asked the question. Thank you for asking. Thank you for asking that one, Katrina, because it gives more insight on when to use the campaign split test and when to use the automation split actions.

[00:56:00] All right. I’m a little over. I apologize, everybody, but I wanted to make sure I answered all the questions. Yep, you’re very welcome, Katrina, as always. Rosalyn said, “Can I just define size of the text in a form button?” You can. You’ll have to use the CSS. I can show you on the next office hours, but if you go under the options there’s a custom CSS element there, Rosalyn, that you can use to do some further modifications outside of what we offer natively, [00:56:30] all right? With that being said, everybody, thank you so much for joining me, everybody who came on for the first time, everybody who’s been on before, people who are live, and everybody watching the replay. Thank you so much. This was great. I really appreciate your questions.

This will be up on the site, and if you ever need to refer to it, just type your name in. As long as you know your name and the date you attended, you’ll be able to easily reflect on everything that I went over. You can pause it, watch it at your speed, and implement it [00:57:00] at your leisure. Have a great weekend, everybody. Remember, I do this twice a week every week, Tuesday and Friday, and the next one will be next Tuesday at 10:00 AM and after that Friday at 1:00 PM. I hope to see you all on there. Have a great weekend, and see you later.