Office Hours – December 15, 2017

Recording of Office Hours hosted by Chris Davis on December 15, 2017.

Topics covered in this session:

  • Our new feature, Facebook Custom Audiences!
  • How to track onboarding progress using custom fields
  • How to handle the deletion of deals


Chris Davis: There we go. So, we’re recording. And, this week or this Friday … I do have all of your questions. And if you have questions at any time, you can always submit via Just, make sure you put office hours in the subject. So, I do have a few. But, I wanted to jump into Facebook Custom Audiences for everyone today. And I’ve vacillated, because I was thinking, maybe I should be [00:00:30] more prepared? But then I thought, “You know what? How about go through this process, just as you would?” Okay? So, I’m gonna go through how to set up Facebook Custom Audiences, for the first time. Okay?

Facebook Custom Audiences, where is that? Let me grab the announcement for you all. But, as I grab it. It is available in Plus Counts [00:01:00] and above. So if you’re on a light plan, you will need to upgrade to get access to this one. And, I definitely think it’s well worth it. Especially, because last podcast, remember we had that example for AdEspresso, remember that? And what we found is that … Riker, was that you? I can’t remember. But, we had AdEspresso and it was syncing people to List and the concern was, was what happens when some [00:01:30] unsubscribes from one list, and they’re removed from another one? Are they also gonna be removed from that custom audience? Cause the custom audience was synced with the actual list in ActiveCampaign.

So, this bypasses that. It gives you way more control and flexibility. So, I found it here. Let me pull this up everybody. Just pulled it up for you all. Just in case, you haven’t seen it and let me put it in [00:02:00] the chat for you all. Okay, it was you Riker. Gotcha. Facebook custom audiences, there’s a link in there. Alright? There we go.

So, no. No Paul, we’re actually gonna do some questions too. I just wanna cover Facebook in the beginning, so that everybody can understand how the new feature works. So, yes. If you have … [00:02:30] if you email me a question Paul, let me see, I’ll get to that as well. I’ll get to that as well. I don’t have one. But, if you wanna post it in the chat, we’ll cover your question.

Alright, so this … I put the link in the chat as well. But, this is Facebook Custom Audiences, And essentially, it’s the ability to add and remove people from custom audiences from within a campaign. While this is more powerful than most integrations, [00:03:00] like I said, you’re not limited to lists. And, you can do it any point in an automation. So at any point in the customer journey, you can switch the messaging or activate messaging for retargeting, for that contact to keep the conversation going.

So, to activate it. First step is you need to have a Plus Plan or above. And, once you do so, you’ll be able to go into my settings, and then right here for integrations. We’re just gonna add an integration. [00:03:30] Right here. Add integration. And, select Facebook. If you don’t have it, it’ll say something else there for Facebook. And, I’m going to continue as Chris, but I don’t know what’s gonna happen here. I hope it doesn’t … Okay. We’ll just see. Alright, ActiveCampaign would like to manage your ads. I’ll say okay. I think I have some custom audiences set up.

All right. So, which Facebook ads account [00:04:00] would you like to use? What’s the name of mine? What’s happening here? Okay. Mark, if yours says … Okay. If yours says, “Coming soon.” Make sure … reach out to chat, right now. Let them know you’re on Office Hours, and yours isn’t activated yet. Then you’ll get this. Oh! Well, that was fairly easy. Integration is connected and I can actually … so, if you have multiple ad accounts … [00:04:30] I don’t run ads for multiple people so, I don’t know what case I would have for multiple accounts. But there’s probably agencies out there that have multiple ad accounts. You could add as many accounts as you’d like, all right?

So, at this point. I’ve got the confirmation as you all saw. It was just, really, clicking okay. I’m already logged into Facebook, so it probably saved me a step. And hit done. All right. So, at that point it shows Facebook is connected and if I click on it, I can hit disconnect or … [00:05:00] excuse me. If I go to Manage, look at this. I can turn this status off, so that’s kinda like pausing. And then, I can set my syncing behavior or preferences. And there it is. So it just synced. You don’t have to do that cause it’s gonna sync automatically, right when you integrate it. But if you are looking at things and it wasn’t matching up in Facebook, I would go to Manage and say Sync and check your audiences. Make sure the contacts are matched up or whatnot. All right?

So with that being [00:05:30] said, now let’s look at what will happen in an automation. All right. Here we go. So let’s say someone fills out a form because we’re driving them to a landing page on our website from Facebook Audiences, right? And we just want it to happen once. And what we’re gonna do is send them a delivery email. So Facebook. Custom [00:06:00] Audience. Delivery email. Man FBCA looks like it’s a government policy. All right.

So we’ll do that. Hit save. And, watch this. How about this, everybody? This is a simple use case, but I can see this working, right. If the contact … what do I want to do? Actions, all right. Has opened. I would really want to do Clicked the link but I don’t have any links in there yet. So Has opened the [00:06:30] email. If yes, they can proceed onto whatever other automation we have. Some follow up, right? Some follow up automation. And if not, we’re going to wait. We’ll give them a couple days. Well no, we’ve got them on Facebook, so after one day it’s kind of like, that’s it. After that, they’re gone forever. Well, depending on your audience. All right?

So let me say, Facebook Custom Audiences. All right? [00:07:00] So now what I can do … let me refresh this to get rid of that warning. Now what I can do is say, “Hey listen. They were on Facebook, and they opted in. I sent them the delivery email, and I waited a day, and they haven’t opened it. So I want to remind them or maybe I want to put some messaging in front of them to get them to take this action.” I want them to take the action, whatever’s in that delivery email. So now I can go to Conditions and Workflows, [00:07:30] or maybe not. Contacts … there it is. Let me do the plus sign, that’s a little easier to see.

So now I have this, look at that. Add to Custom Audiences, and Remove from Custom Audiences. So I’m going to add, excuse me, at that point. So now I’ve got my account. And this is my custom audience. This is my existing custom audience. Or I could create a new one. So let’s create a new one. And let’s say No Action [00:08:00] – Offer 1. Whatever my offer is … We’ll say, LM Delivery Re-engagement. All right. And click Add. So at this point now, this custom audience, No Action – Offer 1, I think I got that backwards, is going to be added to my Facebook account. My ads account. And now [00:08:30] when they meet this criteria, they’re going to be added to that custom audience. Their email is going to be sent over to Facebook and added to a custom audience.

So now, here’s the question everybody. And this has nothing to do with ActiveCampaign’s or even Facebook’s accuracy. This has everything to do with, did the contact use their Facebook email address when they opted into your offer? That’s the question. [00:09:00] It holds true for every platform that integrates with Facebook, because Facebook is going to go off of the email address if you’re not using the cookie. The Facebook custom Pixel … this is a whole ‘nother Facebook add strategy thing, but I will say the custom Pixel, you can use that to target people without having their email addresses. But you won’t be able to do it within the parameters of a sequence, [00:09:30] an animation. And why is that different? Because if I was tracking link clicks, I wouldn’t necessarily need to add them to the custom audience as an action inside an automation, because the destination page would probably have the Pixel, and that’s going to have a higher percentage of matching them on Facebook. Does that make sense?

So because I’m tracking an event that does not result in them landing on a webpage, this becomes [00:10:00] very valuable to me. So what is the average match percentage for email list emails and Facebook emails? Well, in our testing this feature, we found it to be no less than 60%. Or I should say up to 60%, all right, is what you can anticipate. And of course, there’s an asterisk by that. It really depends on your audience. If you’re doing [00:10:30] a lot of social opt-in. If somebody can go to your website and all they have to do is click a Like, or Facebook leads … I think they’re called Facebook leads. But when they’re already on Facebook and all they have to do is click a link and Facebook sends their email address over, that percentage is going to skyrocket. So it’s all in how you’re capturing the email address.

Most businesses are capturing the email address on their website. They’re either using Facebook to drive traffic to their website [00:11:00] or visitors are on their website alone. And they’re being added to their email database by filling out a form of some sort. Okay? So those are some things to take into account, keep in mind, when you’re using Facebook audience, because you may say, “Hey, why isn’t everybody seeing it?” Well, they could have opted in with a different email address. And if you are concerned about that, make sure you have the Pixel. What this gives you is an added layer. If we look at the website, right, as the top [00:11:30] layer, anything that happens on any of my websites, I can track. Right? I can track that and add it to Facebook. Now there’s this lower layer of automations. Stuff that people can do, action that they can take, that the website has no clue about. The website is oblivious to. So now we can also take those events and add them to custom audiences as well. All right?

So, that’s adding somebody to a custom audience. What if we wanted to remove … here’s a really [00:12:00] good use case for removing somebody. And then if you have any questions let me know, but this is essentially the feature. Let’s say this automation starts when a tag is added, and it is Customer. When the Customer tag is added. And I want it every time. Every time this Customer tag is added, what do I want to do? I want to remove the from my Customer. See [00:12:30] that? Well, no. I want to remove them from my Prospect.

So let’s say I had a prospect list. And then you hit Save. Of course, this makes sense that in removing someone from a custom audience, it can only be existing audiences. So it makes sense that they don’t have add an audience here. How could I remove somebody from an audience that I just created? This is going to pull your existing audiences. [00:13:00] And you hit Save. Now we can change the messaging, and perhaps we do a switch, right? Let me do this. Facebook, Custom Audiences, Removing. At this point, after we remove them from the Prospect, now I’m going to add them to my Customers. See that? So right here, I change my retargeting messaging. [00:13:30] I’ve changed my retargeting and now, in Facebook I have it all set up, they’ll no longer receive the ads for this offer. And they’ll start receiving whatever customer retargeting I’m doing. Okay? So, that’s how the remove functionality works.

And that my friends, that’s Facebook Custom Audiences. That’s how you use it. I would love for you all who have it in your accounts to start testing it out and report back. [00:14:00] I would like to know personally. Don’t report back in terms of tweeting randomly, which is fine. But I’m saying I would like to know personally what you’re experiencing, and how that experience has been, and how well it’s working for you.

All right, [inaudible 00:14:16] says, as a Facebook … Okay. Let me go to the questions. Riker, you have one related to these Facebook? Then I’ll go to … Paul, I see yours. Mark, I have yours from email. And I think you even put it in the chat. And then [00:14:30] I have Jeremy. I believe I said that right. Look at this, I still have my notes. I just need to let it go, everybody. It’s gone. It’s hard to say goodbye sometimes.

All right. Let’s see here. There we go. All right. So Riker. Custom Audiences. I’m just going to paste this in really quick. I want to address this because it’s relevant to [00:15:00] what we just said with the … All right. So. Let me grab this. All right. So Riker says, “If you want to exclude people who have seen your site, would you do an IF ELSE in the automation or exclude folks who have been to the website when creating a custom audience on FB? The latter may be better if the contact hasn’t clicked an AC link or filled out an AC [00:15:30] form?” So, if I wanted to exclude people who have seen my site … Yeah. I could add an additional clause, right? To my If Else. I could use it like an And. So, I hope I got this right.

So right here I could do Has Opened, [00:16:00] and Has Not. Or, what did you say, exclude people … and Has Not Been, or Has Been to My Site. That one gets a little funky. I would use the If Else on one of the branches. Riker, here’s the problem with Has Not been to your site. If I use Has Not in an If Else, the No becomes Yes, and the Yes becomes No. So it gets a little confusing. But if I do it in a branch, I can say Has Been to Site, [00:16:30] and then the No and Yes become true. So, that was my thought behind that. But yeah, absolutely, you can exclude someone who’s been on any website …

Actually, I’m glad you brought that up, Riker, because that’s a case we can use. And we can even use specific pages. So let’s say they haven’t opened … and I can still go in here and go into … and Paul, you know what, I think I could see some use cases for you as well doing B to B, maybe. [00:17:00] We’ll see. But let me finish this. Where was I at? So I could do Site and Event, and say Has Visited, and I could put in an exact page, right? So now if you’ve Not Opened and you haven’t visited this page? Forward slash sale, okay?

This is getting good, oh my [00:17:30] goodness. I’ll do this. No, I want to keep I there. I promise I’m done, because I could go on and go for days about retargeting and strategy. I say the whole reason you opted in was because I was giving away a free offer, and the offer was driving you to my promotion, okay? So in downloading the free offer, maybe the thank you page or the delivery page is this So [00:18:00] now I can say, wait a minute. If you haven’t opened this campaign but you have visited the sale. So essentially you’ve already done the end action, then I don’t want to add you to a custom audience. Right? I don’t want to do the, hey that looks new everybody. When you’re moving you see … no that’s just custom audiences. So if you’ve already seen the sales page, then I don’t want to add you to custom audience … but if you haven’t opened, and you haven’t seen the page, [00:18:30] then I want to add you to this audience that’s going to push you to the sales page.

So, but only for domains with your AC Pixel on it? Yes, Riker. This does match … has to be a website that has your ActiveCampaign tracking Pixel on it.

Mark says, “Based on page visit, you can add them to a different” … Yeah. Let me put this up. See, you guys are getting me exciting. Stop it. I [00:19:00] know it’s Friday, but … Mark. This is what Mark says, which is great. And I know you all can see it, but I just want to reiterate it here. “Based on the page visit, you can add them to a different Facebook custom audience and show them a different add and remove them from a previous custom audience!” Yep. You’re right. Riker I know, isn’t this … this is it. This is how you enhance your marketing. If somebody … in [00:19:30] this, I’ll say, this is how you don’t rely on email to do everything. Right? Have a multi-channel approach, and if you know your audience, you know pages that are important, and pages that are more and less important. Pages that show more intent. Now you have a means of … what’s the chances that someone visits your webpage, and continues to browse other websites and lands on Facebook before they go check their email. If they didn’t [00:20:00] opt into anything. The chances are extremely high. So yes.

Can you see it all now, Riker or Mark? I know I’ve got it shrunk a little bit. Two-thirds. Well, I have it at two-thirds of the screen. As long as you can see the … I hope … let me make sure my [00:20:30] Share is right. Oops, didn’t want to poll. Let me just make sure. All right. Cool.

Thanks Riker. So here we go. All right. Where was I at? Okay. So we’ve got some use cases on custom audiences. And like I said, everybody please [00:21:00] … no worries at all, Riker. It’s all good. Please use these. Please use this feature. If you’re just joining us, I just went over custom audiences. Don’t worry, the replay will be available shortly after this. It’s available in plus accounts and above. So if you all can get out there and … and here’s the last one. I promise this is the last one. And then we’re going to get to the questions.

Here’s how one would look to me for Has Visited. [00:21:30] I would have an automation specific to that. Webpage Visit. And I can do this and say New … Oh my goodness, come on Chris. New Offer. I can do that. And as soon as they visit that page, guess what I’m going to do? I’m going to add them to a custom audience. As soon as they visit that page. Right? [00:22:00] There we go. You can have many of these. You can have a dedicated automation for each webpage that adds them to a custom audience. And you could test it for yourself. You could see how many people have visited the webpage. You go in here and view the contacts, and then go look at your custom audience. And you can see how many … [00:22:30] if Facebook says there are … well ActiveCampaign … because these contacts could be added by Visiting too. Well, yeah. The Facebook Pixel could add them as well. So anyways. Listen. This could serve as a backup for your Pixel, or if you wanted to just add more automation to it.

So. All right. With that being said … wow. Okay. [00:23:00] Riker says, “Can you see whether or not a contact is in a custom audience by clicking on the contact?” See where you go? This is when you’re talking to forward thinking marketers and business owners. I like where you’re going. In fact, Riker, I don’t believe that you can do that yet. But that would be amazing. Please submit that as an idea and copy me on it.

All right? So [00:23:30] I’ve got two in email. It doesn’t look like Jeremy is on so Mark, I’m going to answer your email. Then Paul I’m coming right to your example. And we’ll finish with Jeremy. And whatever we have in between, feel free to put them in the comments and I’ll answer those.

So Mark. I’m just going to grab it from the chat. Thanks for putting it in [00:24:00] here. “Chris there does not seem to be a way to delete a deal within an automation. I can set deal to Won or Lost status to remove from pipeline but the deal still exists in the contact “Deal Tab”.” Let me show you all what Mark is talking about. Let’s say we said Update. Jeez that’s loud. Sorry everybody. They’re doing some drilling either the door next to me or below me. The status … right here. [00:24:30] You see that? I can change the status to Won or Lost. But what Mark is saying, I would like to delete it from their contact record, because this is how it would show. Here I’ve got five deals. So you see all of these? All of these deals? [00:25:00] If I go in and mark one as Lost, it still displays. You see that? And if I refresh, it still displays there. All right?

So I can filter by which ones are open, which ones are closed. But they all still are there. So for Mark’s case, he doesn’t want a record of all of the deals that have ever been. He just wants to remove [00:25:30] them. For that, you’d have to do it manually, Mark. If there’s a way to do it via API or Webhook, there probably is a way, I’m just not familiar with it. It’s beyond my level of coding. But yes, you have to go in there manually. Or if you wanted to just hide the ones that were Lost, you could change that to Open. And it would appear as if [00:26:00] it was deleted.

And Mark says, I want to recreate the deal in the future. Okay. Well, if you want to recreate it, I wonder if you can mark a deal from Lost to Open … from Closed to Open. That I’m not sure of. It would … Paul says, “Probably to track the amount of time you keep in contact [00:26:30] with them.” Yeah. One thing you have to test … Paul, I know you do a lot in the CRM too. It is worth testing if you can change a deal from Lost to Open. If you could bring it back and that may be the reason why we don’t have Delete as an option.

Paul says you can. Paul says, “For me, it would be good to see that we’ve [00:27:00] lost a deal, and when they come back.” And Paul says he’s done it several times. So you see how this deal is Lost? Lost and Closed are the same thing. I can see how that would be a little confusing. If at any point this would resurrect the deal, or we’re back in conversation or what not, within an automation you can select it to be … and open the status to be Open [00:27:30] … I did that all wrong. You can go into the deal and say it’s Open. And now when I go to deals, see? It’s gone. There are no deals. And if I go to Open, it should be there. Yeah. Thank you for that Paul. Thank you.

So. Riker, okay. Paul, I got you. Paul, you are answering Riker’s question. Yeah, and another thing that was brought to my attention earlier [00:28:00] this week was this too. A lot of people like to keep record of when the deal was created as well. Yeah. Since we don’t have automation around this custom field, what I would recommend doing is, when the deal is created have an automation fire off, and it starts a counter essentially. And you will have pre-defined the amount [00:28:30] of time if the deal hasn’t moved, okay? And here’s what I mean. So I could say when a deal is created … yes. Paul says, “That’s really helpful for figuring out your sales cycle.” Absolutely. You need to know, yep. Mark called it a [inaudible 00:28:51]. Okay, I’m going to use that, Mark. [inaudible 00:28:54] automation.

Let’s say … where we need to use this trigger, all right. [00:29:00] Deal Status Changes. No, I’m sorry, Deal Stage Changes. Okay? And the stage that we’re looking forward to change to is whatever the first stage in your pipeline is. So if I hit continue from there, and we’ll just stick … I got Mark’s. So I say changes from … to Email #1 Sent. Contact moves… Let’s say Any Stage for right now, to [00:29:30] Email 1.

So when a deal is put on this stage … this is the first stage, so when a deal exists here, this is going to start. This action is going to start. And let’s say we’ve done some preliminary close-to-date analysis. And we know that a deal normally closes in seven days. Okay? [00:30:00] In seven days. So what we could do, is we could wait for … maybe you want to do five days. And five, excuse me, in five days the end goal would be the deal has closed, right? Deal Has Progressed. And essentially, what I’m looking for is this … Watch this condition everybody. I’m going to do a Not. Like the opposite, right? Has Deal in Stage. [00:30:30] I thought I could do does not have deal. That’s what I really wanted. That’s what I got excited for.

Let me see. That’s fine. Has Deal in Stage … because I could Not it with the If Else actually. I want to say the deal is not in the initial stage. How would I do that? [00:31:00] What I would do is, Has Deal in … where is Mark Monthly. I would set these up. I would say Email #2. Or … Has Deal in Stage, Mark Monthly, Email #3. And now it has it for every subsequent stage. All right? And below [00:31:30] … Wait Until. All right? So that’s my end goal. And what I want to do is, I want to save this deal before it expires. So I know it normally takes me seven days to close a deal. And five days to have me lapse. And I’m like okay, we’re getting close.

So from here I could send an internal notification. Right? And just, you might want to reach out. Two days … we normally see a deal close by now [00:32:00] and it’s maybe fading away. Hasn’t closed yet. I’m being abbreviated, but I would take some time and really write that out. Notify team members and say, “It’s been five days.” This one may be volatile. Okay? And then I could go and wait for … let’s wait for three days. A day after it normally closes. Okay? [00:32:30] And then at this point, I’m eight days out. I’m eight days out and the deal hasn’t closed, so I want to send … I want to notify somebody to reach out again. Right?

This is like a counter, right? But you’re determining what these delays are based on what it takes [00:33:00] you to close your deal. Initially what you’re going to have to do is go to your deals and monitor how long it’s taking. How long on average … If I go to my deals … I wonder if I … this is my task. If I go to my pipeline, and I say … there’s no way to do it across all deals I don’t think. There we go. [00:33:30] Do we have it to where … No. I want it to say … I wanted to see all the deals between a certain range that were Open.

Yeah, of course, I could do this. It’s two-fold. Let’s say this year, this quarter … when does the quarter start, everybody? October? This quarter, [00:34:00] right? Was updated this quarter. And now, I can filter … Lost, Won, and Open. So these are only deals within the last quarter. And from there, I can go on here and see how long did it take me this quarter? How long did it take me to close these deals? It would [00:34:30] be great to be able to extract that data across all deals, so you could get closer to knowing how long it’s taken. Paul, if you’ve done this, let me know how you’ve determined your sales cycle. That would be helpful, if you want to share.

Other than that, we’ve got … Mark says, “Can you build, delete deals [00:35:00] for multiple contacts all at once?” No. Oh, you meant bulk. No, not that I know of, there’s no way to bulk delete or bulk add outside of automation that says Add. You can bulk mark as Lost and Won and Open. But you can’t bulk delete them.

Mark says, “Just discovered in Custom Search, in order to select all contacts in a specific pipeline.” Let me see … I’m glad we’re diving into this. Paul, [00:35:30] did I get to your question? Paul, I’ll get to your question right after this, I promise. Let me see. Deals. Yeah, these are deals. They’re not pipeline specific. So Action. Let’s see if they’re in a pipeline here. Look at this. You asked about this, didn’t you, Riker? Earlier? [00:36:00] Can we see who’s in a custom audience? I think you asked that. Yeah. Sorry, I didn’t realize it, but yeah it is. You can create segments of people who are in … Oh wow.

So if they’re here, that lets you know that they’re also in the segment builder, so using If Else and Goals and everything. Oh my gosh, this opens up a world of possibilities, because now I can have a goal for them being in a custom audience. And if my custom audience [00:36:30] is that they reached a particular point in my funnel or visited a particular page, I can keep marketing to them to reach that goal, or be in that audience. And once they’re in that audience, I know exactly what kind of messages … Oh my goodness. Exciting. Riker, you see how excited I am. We’re all nerds here.

All right. But Mark, to answer your question, no I don’t think you can search across all pipelines. Listen everybody, these are all great [00:37:00] … when I say great, I mean amazing ideas to submit. So please, do so and copy me on it. Paul, I’m coming right to you. All right? I’m giving you permission … I should be unmuting you. You are unmuted Paul. How are you doing?

Paul: I’m doing quite well.

Chris Davis: Great. Great to see you, or hear you.

Paul: Yeah. This time, no Christmas trees. So digging [00:37:30] in real quick, as far as using that to basically figure out what our sales cycle is. We have three stages, depending on the time of the year. Right now we look at about a one month sales cycle. But if it’s January 1st, we look at about a three month. As people like to switch over during the beginning of a quarter. And we also have a pending sales cycle for a year. And the way we split that [00:38:00] up is, when our leads come in, because they get submitted to us from dealers or directly from our website, it kicks off the deal and we have an automation as a wait … for six months, wait for this. And goals in between them to kind of, if we move forward it will cut all those out. And basically just let us kind of keep it in whatever one of those three segments we have them built in.

Chris Davis: Yeah. [00:38:30] Okay. Great. And you’re using … how you know about your sales cycle is just based on looking on performance over time, right?

Paul: Yeah. Just a traditional … one, the nature of our business being payroll, it’s very based off of when it’s easiest to reconcile the books with taxes. Previous experience before coming to ActiveCampaign, we’ve been able [00:39:00] to [crosstalk 00:39:01]. Aside from that, we can go ahead and look to see when our automations have been triggered, to kind of figure out how long for us the deal was created to a proposal being returned. We’ve been able to see our sales cycle shorten down a little bit.

Chris Davis: Beautiful. And now, you can put those auto-notifications at particular points in that sales cycle that you know, hey, reach out. Don’t let them fade away. [00:39:30] This one is moving to the red.

Paul: Exactly.

Chris Davis: Great. Since I have you, let me read your question, and then we can talk through it, if you don’t mind, Paul. Are you good for time? Okay.

Paul: Also, Mark I believe, I also noticed there is no way, at least likewise that I’ve found, to filter out by what contact has a deal open from the contacts page.

Chris Davis: Oh [00:40:00] yeah.

Paul: Which, especially what pipeline they’re in.

Chris Davis: Yeah, that would be great. Would it not? Let me see, deals. Yeah, so this is not … we could see, Has an Open Deal, but that would be across all pipelines, right? We want to specify it to a particular pipeline. The closest thing that I can see is doing the stages one by one. But that gets ridiculous. [00:40:30] Especially if you’ve got a lot of stages. I don’t think you can only add so many conditions. Yeah, so those are good ideas. Great ideas.

All right. So Paul says, “We’re looking for a way to make action items that trigger automations without building a deal stage for every task we need to accomplish during onboarding.” Okay, so help me understand your use case here.

Paul: Okay. So [00:41:00] in this case, we’ve got our two sales people who will go ahead and get the deal closed, move it into one, which starts an automation kicking them into our onboarding process. Wait for them to return an implementation packet with their personal business information. And then we move it into an actual setup. We’re trying to find a way to actually have an action item, like yes I have completed this setup. Either we were hoping to do this with [00:41:30] Task but it’s just still not in ActiveCampaign’s repertoire yet. But yes, I’ve completed this task, which will automatically send off an email or essentially do everything we can to streamline our onboarding process by creating things. So I put this in, which sends this, or, which moves this. Dragging from stage to stage.

Chris Davis: Yeah. You know what you could do? Paul, let’s work through this. [00:42:00] You could do it … I hope this stands. It sounds like a good idea in my mind. But we could do it a checkbox, right? Onboarding. And then say … I’m just going to make some up. Received Proposal. Started Project. Completed [00:42:30] Books. We’ll just do that for now. So now, every contact will have those. And it will be essentially, now, a matter of, when the contact does complete the action, we can just check the box. We can go here and say Received Proposal. Now, this could trigger an automation. When that box is checked, it could then start an automation [00:43:00] that then tells them to do the next one.

Paul: I think that might be it.

Chris Davis: You know what, I’ve never thought of it. But right when you said that I was like, “You know what? We could use a check …” I was thinking of Trello, and I was like well, wait a minute. A custom field with check boxes would essentially work. Practically identically. So if I do Onboarding, Ever changes to this. [00:43:30] Right? And we could have it for the first time or every time. Then we could start this automation. You know what we could do. Since this is the first step, we could also go into here. And then we’ll have whatever action we need to add. Let me just say I’ll send an email. Nope. I’ll just do add a tag, that’s easier. [00:44:00] Watch this. And then at this point, I could even wait. I could wait until, and then go to that custom field. Since it’s sequential … custom, oh that’s interesting. I know what to do, [00:44:30] is Received Proposal and … I know now. Okay. It’s essentially looking for the results.

Paul: Yeah. And likewise, this would be one of those only up to five classifications for this guy, correct? At least from Mark? I’ve not played with any more than five on my end.

Chris Davis: He was saying in the search, the conditions are five [00:45:00] max. So in here, if you put the check boxes on the contact record, now it’s like they’ve started. It lets us know they’ve started. And then we do our action. And then we’re going to wait until they’ve completed the next step. And then when they complete that step, both these check boxes will be checked. And then they’ll move onto the next step, and the next step.

So that would be a way … its very similar to the deals, but it eliminates having [00:45:30] to go in there and move it and have automation for every deal. Wow, Paul, thank you for this. I would invite any and everybody to use this form of tracking. Just try it at least for onboarding or if there’s a sequential process that you want to track and walk people through via ActiveCampaign. Put it all in a checkbox custom field. Wow. [00:46:00] Thanks for that Paul.

Paul: Absolutely. This is really helpful. This is the one thing that we’ve been wracking our brains over since first starting with ActiveCampaign.

Chris Davis: Great. Try it out. See if it stands the test of time in the field, and then come back and let me know.

Paul: Yeah. Will do.

Chris Davis: Thank you so much, man. I’ll talk to you later. That was a great question everybody. You all are amazing. [00:46:30] Let me get … Okay. All right. Mark says, “You can always daisy-chain multiple max five conditions.” Yeah, you’re right. It gets complicated. Yeah, Riker, that was, just so you know, under Forms and Manage Fields, you’d do New Custom Field. And then I did Check Boxes. And then that way you can have all of those compiled into [00:47:00] one custom field. Even if it’s 10 steps, right? You could have 10 steps and it would display nicely on the custom contact record. And like I said you can start using the Wait Until functionality to track their progress through it.

Man that is a good … Paul, you got my mind going now. Times in the past I could have used that, but I just wasn’t even thinking about it. Now you’ve also got me thinking about lead magnet delivery. Could I track [00:47:30] what lead magnets they’ve had via check box? You got me going Paul, so we’ll see where I end up. Man, these are really good comments and questions today.

All right. So, now I have Jeremy. Let me get to yours. Jeremy wasn’t able to make it today, but he did email me. His was, he was wondering how to set up Facebook Custom Audiences. Yep, we went over that. We did answer that [00:48:00] one. Paul, is it possible too … oops, I’m sorry. Is it possible to edit the type of field after we’ve made it, or do we have to scrap it and replace it?

Paul, great question. The answer is no, you can’t change the field type. And there was debate. In fact, I was one of the ones who raised [00:48:30] this question. But it makes sense, right? Because if you’ve got a check box and you want to change it to a text input, how do you merge that data? Or if you have a text input, and want to change it to a check box, since they’re different data types. Let me see what you have Mark, because you may have the answer here. Paul, you can also [inaudible 00:48:54]. Okay, all right. That’s it.

So what we’ve done is [00:49:00] … let me see here. I think I have a document too. I don’t want to do this. I want to actually go to the ActiveCampaign … okay. Essentially what you can do is export the data into a spreadsheet, and re-import it into the, whatever custom field [00:49:30] you want. Here we go. Copy custom field data. I’ve got to take Caps Lock off, that drives me crazy. How do I … Nope. So many. All right. That’s fine.

[00:50:00] Here it is. How do I insert the value of one custom field into another. This is exactly how you would do it. It involves Zapier in a spreadsheet, so that you can take the current values, store them in a spreadsheet. And then whatever custom field you want to represent the new data, you can import it into that. And a lot of times it’s for … the most common use case I’ve seen is when you want to- okay Riker, no problem. Have a good one. [00:50:30] The most common case I’ve seen is when you have a hidden field that you want to make visible or invisible. Or a field that’s visible that you want to make hidden. Let me place this into the chat.

All right. So okay. All right. Can you export all deals in a pipeline to a CSV. You can’t, Mark. Well, let me not say … I haven’t tried it. I just haven’t seen it either. [00:51:00] Deals, pipeline … I don’t think so. No export deals. I’ll ask, too. I feel like that’s come up. Export Deals … Good one, Mark. Thank you. I’ll let you know on Tuesday, Mark. I’ll follow up and let you know what I find.

All right. We need to customize each of the documents we send much more than [00:51:30] we … [inaudible 00:51:31] can offer … the problem with a lot of personal information is that we need very … Yeah. So you’ll need … Right. You won’t be able to collect the sensitive data via AC form, Paul. But you can track the progress. That makes sense. Let me see.

Let me put this up real quick, Paul. [00:52:00] “Can we hide a field if there’s no text in it? Looking for ways to reduce the amount of fields in the customer profile.” No, not yet. I’ve seen a lot of proposed updates to the contact field. And a few of the updates I’ve seen would solve this problem. But as of now, I don’t know when that will launch, and I don’t know how it will work. But essentially [00:52:30] … excuse me. This makes a lot of sense, right. “You see webinar title was blank?” Then it would not show. Or at least have a toggle that says Hide Blank Fields. The reason they’re not hidden by default, if they’re hidden, depending on how you use the CRM, most people when you use the CRM, they want to see which custom fields they can access. And a lot of people do this Find and Search for it. So [00:53:00] if it’s not displayed then they can’t search for it. And it causes confusion.

So I think one of the work arounds would be having a toggle here. Show/Hide Blank Fields. Or being able to group your custom fields, right, have categories for each one. Hopefully we can get something to handle that shortly. But as of now, there’s no way.

Any thoughts on a DocuSign integration? [00:53:30] I know that we integrate with a couple platforms. I don’t think we do it natively with DocuSign. Maybe through Zapier. I feel like someone asked. Where is it. Here it is. “Is there a document signing app that works well with ActiveCampaign?” [00:54:00] WebMerge? Don’t know what this is, but there’s one here. Mark says that he knows of a killer docsign app. Does it integrate with ActiveCampaign? If so, please do tell. I am very interested. And then there was another one. It was WordPress based, though. I think you have to create the document [00:54:30] in this one, which I really didn’t care for. Yes it does, direct integration. Okay, thank you Mark. I’m going to hold on just a couple minutes for Mark to share that link, because document signing is the new way. When I relocated to Chicago, a lot of my documents were signed electronically. So I think that’s just going to be a [00:55:00] trend that’s further and further along. And especially Paul, I can see, that’s a step in the process. Did they sign this document? And you want to be able to go back and check that box or have the box automatically checked. Or have an automation that when a tag is added it updates that check box. And it fires the next step in the automation.

As Mark is grabbing the link … David I can imagine. [00:55:30] Great use case, and I am all ears to see what Mark has. And we’ll test it out everybody. We’ll test it out and see how it works for us, and hopefully it does the job. With that being said, we’re at the top of the hour. It’s 2 o’clock. And there it is. Mark’s got it. It’s all in there, everybody. I’ll check this out, Mark. Thank you, man. I haven’t heard of this one, so I’ll try it out. Mark says [00:56:00] it directly integrates with ActiveCampaign. It integrates with a lot. Nice. So you can probably receive payments while they sign.

All right. So, with that being said … flat fee on your URL. Right David? Said at the buzzer, right? Mark for the win. You guys make it hard to [00:56:30] get out of here. Okay, I’m done. Thank you everybody for attending today. Like I said, we do these Tuesday at 10:00 am, Friday at 1:00 pm. Thank you everybody for participating sharing links, giving feedback, talking to me, chatting at me, everything. I hope it was very helpful, and give Custom Audiences a try. Give custom fields with check boxes a try. And please give [00:57:00] this new a try and report back. Let’s help each other be better marketers. Yes, you’re very welcome Mark. Thank you all. Have a great weekend everybody, and I’ll see you next week. Real quick, on Tuesday, we will have office hours. That next Friday, we will not. Just so you know, because it’s a holiday, we’re off for that Friday. [00:57:30] See you next week, Tuesday.