Office Hours – December 8, 2017

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

Topics covered in this session:

  • How to manage the custom fields that display when you view select lists
  • How to create a nurturing strategy that uses both evergreen and time-relative messaging
  • How to create a horizontal form
  • Starting automations with goals


Chris Davis: All right, so we’re going to start right from the top with these emails, the questions I received via email. And remember, if you can’t make the office hours, it’s still okay to email your questions so that you can at least watch the replay and have your question answered. But these, I believe everybody is online for these.

All right, so starting with Paul. Paul. Hey, Paul, you’re here. Can I get the tips emailed [00:00:30] to me? Ricard, that is a great question. Let me ask. Let me ask the marketing team if we can get those out. That is a great question, and I will let you know. Yeah.

So I am starting with you, Paul. Let me minimize this. Good to have you on, Paul. I feel like I haven’t seen you in a little bit, which is fine because that means work is being done. Work is being [00:01:00] done.

Okay, okay. Got it. Busy. The last quarter. Last quarter of the year, man. I get it. I get it, 100%.

All right. Is it possible to edit what fields we see for a deal/contact based on what list they are a part of? If so, will unsubscribing them from that list and adding them to another remove the information stored in the old list?

Paul, I have to admit, man, this would [00:01:30] be a great feature where when someone subscribes to a list, it will automatically add whichever custom fields were connected to that list. It would add those fields to the deal record. And if they were not on that list, those fields would disappear. That’s a great feature. As of right now, no. No, you can’t do that. In fact, the deals, [00:02:00] if you were to look at a deal record, this deal info, and I’m just helping everybody get some background.

The deal info are what I would call the custom fields for deals. At this moment, we don’t have it to where custom fields are specific to a deal. Once we have that functionality, Paul, I think we’ll be one step closer to what you’re really asking because once we have custom [00:02:30] fields that are relative to the deal, now we can determine, we could perhaps take those custom fields a step further and connect them to a list. So right now, no, but you may be wondering where are all of my fields at, then? They are on the contact record.

Custom fields absolutely do display. Now, you can determine on custom fields which lists [00:03:00] that they show for, I believe. Let me test this one. If I go to “Manage Fields” and it has got to be … Okay. Then, I do website, and I go to “Show Advanced.” You see this, where it says “Available in Lists.” Let me just say it’s not available in all lists. I’ll do this lifecycle lead list and hit “Save.” All right, and let’s just test it out because I’m not 100% [00:03:30] sure. So now, I’ll find me, Phil, my twin brother that is. And let me just make sure I’m not on the lifecycle lead list. Am I on there? Okay, so I am not on the lifecycle lead list. Is website still available? It’s not. Okay, so it doesn’t show what would happen if I am added [00:04:00] to the lifecycle lead list.

So now, I’m on it. Let me hit refresh. Does it show? Let’s see. Look at that. It shows. Paul, you have taught me something. I did not know that. I did not know that at all, so the beauty of this now is once we have the data, once [00:04:30] we have deals that can have their own custom fields, then I am assuming that it would work the same way as custom fields on the contact record. Whereas if you’re part of the list, the information is there. If you are not part of the list, I wonder what happens to the information. Ricard says, “But the data in that field that was there is not [inaudible 00:04:54].”

Let’s test it out, right? So let me do this, let’s put some beta there, “masteringmarketingautomation”. [00:05:00] That’s been our test site. All right, so we’ve got Let’s see what happens when I unsubscribe.

Unsubscribe. All right. I’m no longer on that list. Interesting, why am I on “General Communications and Product Updates”? I’ve probably got some automation running in the background. Let me hit refresh. Let’s see what happened.

[00:05:30] Website. Website is still there. So I think once it has a value, it stays. Ricard, that’s what I’m thinking, okay? I can confirm with the product team, but once a custom field has a value, it will stay on the contact record, even if the contact is no longer on the list that the form is attached to. But if there is no data, let’s just clear this out and see what happens. [00:06:00] If there is no data, let’s see if the website still shows.

Okay. Once that field has been populated, it will show regardless of if it’s erased or not. That’s not quite the functionality that you’re asking for but can you determine which fields are visible for particular lists? You can by going into the forms [00:06:30] and managed fields, and selecting that. Yeah.

Marks says, “Give us a few use cases for that. The custom fields only showing for a specific list.” Yeah. I know one use case. Paul, you probably have a separate use case. I’ll let you share yours. One that I know of is if you have team members that have access to particular lists in [00:07:00] the database. So some team members have access to lists A, some team members have access to list B. So if you have fields specific to those lists, then you restrict any mix-up or any intermingling.
Paul, you’ve got your hand raised. You probably have a better description. You should be getting control. Paul, how are you doing?

Paul: I’m doing pretty well. Sorry, you’re just taking a look at a little office Christmas [00:07:30] tree here. My dock is way away from where I actually sit.

Chris Davis: Oh, okay. That’s fine.

Paul: Yes. So in our case, we’re very pipeline heavy because we’re a payroll processor. We have a set amount of information we need from when they’re a current customer and a lead, but when we move them into an onboarding pipeline that we’ve built, [00:08:00] there is a whole set of information that we don’t really need outside of onboarding, and we’re trying to avoid bogging down the client info.

Chris Davis: Yep, that makes perfect sense. Yep. You know what it would be, and I’m hoping … We’ve added so many people to the product team and they’re putting together the scope and everything for next year that what would help is if there was an onboarding deal, [00:08:30] and then that deal had specific custom fields so that when they were done with onboarding, you could either say one or delete, and then those fields aren’t on the contact record just muddying up the custom fields.

Paul: Yeah, and if we’re able to do that also with the sales pipeline, then that would clear that out too. Because right now, we’re having to wade through a lot of information just to get to a simple phone number [00:09:00] or some personal info to actually get somebody to call.

Chris Davis: Yeah.

Paul: As a side note, I’ll recommend again. I know I’ve submitted a request for that one to be movable.

Chris Davis: Yeah. I mean that’s such a good use case, and such value. That’s all I could say. I agree, and I think the first step because I’ve seen that as [00:09:30] a highly requested feature and I saw the status move from idea to working on idea. It’s not public anymore, sorry. But I did see that the status had changed from submitted idea to in queue, so I’m hoping that we see it sooner than later. Yeah, that’s exactly it. All the fields and you could have multiple deals for different stages. Well, I don’t think you’d [00:10:00] have deals for different stages but you could mark the deal as won or loss in particular stages based on some logic, and then that information like you said won’t be muddied on the contact record and you’d have an easy way. So now, the deals would essentially categorize all of the information you need.

Paul: Yeah, or is there a way to isolate or hide certain bits of the information that we get in the contact page? Like for that situation [00:10:30] now, where if it’s just instead of having info where you have to scroll all the way down to the bottom just to be able to hide like this right here, or …

Chris Davis: You mean can we hide certain fields?

Paul: Yeah, because that would achieve the same goal.

Chris Davis: Yeah, yeah. Right. Just manually be able to go here or have a checkbox where we say “Do not show” or hidden or something like that. [00:11:00] I can’t do that either, Paul. What I would recommend trying is going to “Manage Fields,” and just reorder them. And then, maybe put the most important ones towards the top so that data is easily extractable. Yeah, try that.

And then, Mark says if your contact page is super long, use Ctrl+F and use the in-page search function to get it to [00:11:30] fast. I find myself using the Ctrl+F more and more across the web nowadays but that’s what I would recommend, Paul, until we get something like what you mentioned in place.

And since I have you, Paul, I think you had a …
Paul: Yeah. I [inaudible 00:11:55] later.

Chris Davis: Yeah, okay. Yeah, I got your message [00:12:00] there, and let me get your other question too while I have you on here, the second one is … Here we go. I’m going to paste the whole thing in here. Here is the second question. Oh remember, I’ve learned how to do this. There we go.

What is the best way to keep a contact engaged for a quarterly webinar? How would we set up a way to keep a contact interested [00:12:30] over a long time without knowing exactly when they’re going to join? While we typically have a three to six-week onboarding process, this is the same onboarding process that you needed these fields for, right?

Paul: Yeah.

Chris Davis: Yep. There are times where we can get a new customer set up and it be several months until we process their first payroll, and they are confirmed as an active contact. We need a good way to stay in the forefront of their mind without having to really reset the timeline.

All right. [00:13:00] Your quarterly webinar, is it every quarter at the beginning?

Paul: Yes. So right now, we are going to start these in February, and it’s going to be a February 15th just because, again, processing payroll, the first month of the quarter or year end is always incredibly busy, and it dies out in the middle, and then picks up again at the end. We’re trying to find a way to [00:13:30] have that second month of every quarter be a still good source for lead generation.

Chris Davis: Yeah, yeah, and what are you using your webinars for? Is the webinar for lead generation?

Paul: Yeah, it’s going to be for lead generation and just kind of keeping that interest.

Chris Davis: Yeah.

Paul: Like we’ve gotten it broken down as far as handling fringes and reductions versus how to submit quarter end and year [00:14:00] end reports to the IRS.

Chris Davis: Mm-hmm (affirmative). So I would imagine when you say the onboarding process, this is for a new client for your firm?

Paul: There’s actually two different questions.

Chris Davis: Okay.

Paul: Yeah. There was supposed to be a space in there. Sorry if there wasn’t.

Chris Davis: Oh no, I probably pasted it weird. Okay. So what is your business, Paul?

Paul: We are a payroll processor for construction companies.

Chris Davis: Got you. [00:14:30] Okay, all right. So your clients are companies, construction companies?

Paul: Yeah. We’re B2B, strictly B2B.

Chris Davis: Got you. And then, so you’re using the webinar more for educational, like an educational angle so that the awareness and education so that they feel more comfortable coming to your firm and moving forward with the payroll processing?

Paul: Correct. It’s our beginning attempts at a decent set of content market.

Chris Davis: Got you. Yep, yep. Perfectly fine. And then, [00:15:00] once they say, “Hey, we want to get started,” that could take up to three to six weeks.

Paul: That’s so much … Again, as a separate point there because the break [crosstalk 00:15:11]

Chris Davis: Oh okay, let me do that.

Paul: Yeah.

Chris Davis: There we go.

Paul: I just don’t know what the best way to build that automation to keep the [crosstalk 00:15:18]

Chris Davis: Oh, because they can express interest even before the webinar?

Paul: Exactly. So they can choose between one of our four webinars, months or [00:15:30] weeks in advance.

Chris Davis: I got you. And if it’s let’s say you just had your webinar on February 15th, and they come in on February 28th.

Paul: Yeah.

Chris Davis: Or worst case, February 16th, right? That’s the worst case scenario. They’ve got another three months before a webinar is. Okay.

So for them, there’s two things. Well, how do you feel about an Evergreen webinar in conjunction with the live [00:16:00] webinar? So you wouldn’t replace the live webinars, and by Evergreen, I think it’s all in the positioning, right? I wouldn’t necessarily position it as this live training or a countdown timer, like “Hurry up, your seat is lost.” But more so like you could even position it as a replay, like “Hey, every quarter. We [00:16:30] do a training. Here is the last quarter’s training.” Right? Something like that. I would say you could do that for the first two months of a quarter after a webinar because that’s like the worst. If they come in the funnel, like four weeks before the webinar, you could actually market the next because B2B things don’t move that fast.

Paul: Yeah.

Chris Davis: That would give them time to plan four weeks to attend [00:17:00] that one, so I think it’s really the two months before your webinar if they come in at that tie is what you’re really looking at, right?

Paul: Yeah. Just keeping them engaged up to that point. The last thing we want is for somebody to miss it by one day, and then not [crosstalk 00:17:21] the next one, and not hear anything from us for two months.

Chris Davis: Yeah. So I would say if you don’t want to do an [00:17:30] Evergreen type approach where you can give them access to the previous training because that may not work well with B2B. They may want to be live. And payroll, is it more of a sensitive topic, right?

Paul: Yeah.

Chris Davis: Data is very, very sensitive. You may be limited to the live for the webinars, but maybe there is a way to send just weekly education.

Paul: The problem is we don’t have enough content [00:18:00] built out for that yet. October is the first time we’ve really dedicated resources to marketing and content marketing. Our first newsletter isn’t going to go out until January.

Chris Davis: Right. What about using other people’s content? You know, kind of like a digest, like a magazine approach.

Paul: As in other articles?

Chris Davis: Yeah, other articles, [00:18:30] or just other data like IRS, laws, or we just had tax reform here. It’s like, “Hey, what should I be looking out for? What can impact the business?” Right? Just kind of like reporting on things that the business owner will find useful in lieu of waiting for the webinar.

Paul: Okay.

Chris Davis: Right, and it doesn’t have to be real drawn out. [00:19:00] You don’t have to have a big description of it but I’m thinking for payroll processing, like right now, I would have some write-off tips, right? “We’re at the end of the quarter for your business, here’s some write-offs that you may not be aware of that you can have.” I wish I was more savvy in payroll processing [00:19:30] but I’m sure there’s other things that they need to be looking out for, other laws that are affecting them, other events. You know what I’m saying?

Paul: Yeah, and then how do you automate that to make sure it stays current? Would we need to every month or two go through and edit or add those emails? Because really, the goal is to avoid having to spend the time to do all that research, and add this on top of the newsletter because it’s just me doubling as sales [00:20:00] and marketing.

Chris Davis: Right, right. So I would say you could it like this, Paul. You could send them out as campaigns, just one-off emails for now, and you could do it at a frequency of every two weeks or once a month.

Paul: Okay.

Chris Davis: Right. That way, it’s not a big draw on you. In fact, it would be easy to delegate as far as the research of it and the compilation of information, and then you could easily have someone [00:20:30] go in there and send it out. And then, that way, it doesn’t matter when they’ve come in. You can always exclude people who are already processing with you. So if they’re not already marked as a customer, you can have a segment created when you go into ActiveCampaign, you just mail this segment every month or every two weeks with whatever research information you’ve found or come up with.

Paul: Yeah, that sounds a lot better.

Chris Davis: Yeah, and [00:21:00] that will be the start. Once it gets to going, there are ways that we can automate it.

Paul: Okay.

Chris Davis: Right. There’s ways that we can automate it if in this process, we find content that is more Evergreen, that is not time-sensitive. So if it is not specific to a certain quarter or a specific date, if it’s just general information that you should be aware of, in the construction field, any time you have a construction business, [00:21:30] anything that’s relative to payroll, money, paying your employees.

Paul: Yeah.

Chris Davis: Right, so you could have Evergreen content that could be automated. And if you want … Oh Paul, you’ve got me going now. Everybody, I’m going to get to your questions, I promise. Just let me finish this last thought.

And so now, Paul, so I look at it twofold. I’ve got Evergreen content for construction businesses that [00:22:00] payroll processing is important to. I’ve got Evergreen content that it’s just like pointers that every business should be aware of. As long as I’m the one sending this out, I get to position my company as the thought leaders in that space because we’re the one that informed you about this, right? So maybe that’s three or four emails. If I set that up in an automation that sends out once a week, I have at least a month of nurturing when they come in, [00:22:30] right? A month of nurturing of Evergreen, and then perhaps I have … So they come into an automation and the automation pretty much until they have completed those four weeks, they don’t get the tag “Completed Onboarding.” Here, let me build this out real quick because I want you to see it.

And then, once they have the tag, watch this. Watch this, Paul. Maybe [00:23:00] I’m just looking for a reason to build an automation.

Paul: I’m okay with it.

Chris Davis: All right, we could use a wait. Wait until, specific. No, I wanted to specific conditions. Watch this. I’m doing this backwards. Onboarding complete. All right, hit save. No time limit. Let me do this, “Paul – [00:23:30] Onboarding 2”. All right.

So they’re going to come into this automation and wait until they’ve completed onboarding, right? Once they’ve completed onboarding, we could have a tag or a custom field. Let me see if I have one. Please have one, please have one. Okay, it doesn’t matter. Let’s just say good fit. I’ll use this [00:24:00] good fit field for a while.

And at this point, I’m going to say “Yes” to enable them to receive the monthly or the campaigns that you’ll be sending. You see what I’m saying? So now, the only way for them to receive your time-sensitive or time-specific communication around the year is after they’ve completed the onboarding.

Paul: Okay.

Chris Davis: Right, and the previous automation [00:24:30] is going to take them in for whether it’s a form or whoever you’re adding them. I’ll leave the blank, right now. And what it’s going to do, you’re going to send your email. I’m just going to do one for now, okay? “Email 1 – Paul”. And then, if I go to save and exit, real quick, and let’s just say I’m going to wait a week. [00:25:00] Wait one week. Okay. Let me label this real quick. “Paul – Onboarding 1”. All right.

And whenever it’s done, I could easily say start automation. Well, when it’s done, I’m adding the tag. Oh, I know what I could do. Okay. [00:25:30] Here we go. I’m getting a little craft here. Paul, where are you?

So they come in here, I’m going to queue them up for the onboarding part two, right here. So they enter that automation, and what are they doing? They have to wait. They’re waiting until they complete this automation, right? You follow that?

Paul: Yeah.

Chris Davis: And then, at any point, so let’s say you’ve got four [00:26:00] or five, six emails in here, this is Evergreen content, right? Because everybody that comes in, starts here, they get added here, and they go through, right? So at any point, when you’re done, when they’re done, you add the tag, “Onboarding Complete”. Okay.

Now, at this point, this tag is added, and what happens over here is that they are now updated here. They now have this custom [00:26:30] field updated. We essentially could do this all in one automation, but I just like to break my automations into functions. So if you needed to add somebody directly to the second step, you can, and if you need to add them to the first step, you can, instead of trying to figure out, “Oh, I’ve got one automation for onboarding. How do I get them to this wait state?” But these two could do exactly that.

So you have your onboarding, you do all of your emails, right? [00:27:00] They’ll all start here. They’ll be queued up. They’ll get all the emails for one week, two week, three week, four week, however many weeks out. And then, when they’re done, they’ll get this tag that says “Onboarding Complete” which simply act as an enabler to help let them go and receive more communication.

Like I said, someone could argue and say, “Chris, why wouldn’t you just put the update field right here, instead of doing that?” The only reason being is because it’s a new automation, [00:27:30] and you don’t know exactly how you’re going to use it or if you’ll ever need to add people to a certain point. So it’s always safe and for me, it’s always safe to break up the automations as much as possible in the beginning it’s always easier to combine automations than it is to break ’em up, and put people in certain paths. Does that make sense, Paul?

Paul: It does, yeah.

Chris Davis: Okay. All right. Give it a thought. [00:28:00] Think it Thursday. This is just a rough sketch, right? And like I said, this one would be Evergreen. So in fact, this is another reason why I would have them broken up. “Evergreen”, so I can keep track of what state they’re in, right? And then, this one would be “Time-Based” or “Time-Relative”. All right, so they have two [00:28:30] stages, essentially, as they get the Evergreen content that it doesn’t matter what time of the year you’re in, it’s good. Then, when they’re done receiving all of that content, you could add this tag and then it enables them to get the time-relative content.

Paul: Okay.

Chris Davis: And you could easily clicking “View Contacts”, you can see who is where, who is at what stage. These could also be stages, [00:29:00] right? So the start trigger could be has moved to a particular stage, so there’s many ways to do it. I would start with this. This is just an example. As long as you understand the theory, Paul, and you agree, and you can come up with some content and it’s not overwhelming, then the actual execution of it, we get many angles to this thing. And since you’re already using deals and pipelines, it may be easier just to do this with stages.

Paul: [00:29:30] Okay.

Chris Davis: Yeah.

Paul: Yeah. No, that sounds good. [inaudible 00:29:35] gives me a good basic idea.

Chris Davis: Yeah, great. Great. Well, thanks for calling in, Paul. It was good talking to you.

Paul: Likewise.

Chris Davis: You have a good one.

Paul: You too.

Chris Davis: All right. Great question, everybody. That was good. Now, I’m behind on my chat. Let me see here, and I’ve got some questions in here. Ronald, I see yours. Okay, great. [00:30:00] All right. The questions are flowing, so let me go back to where I was at. Ricard, I got yours. Mark, we did that. Oh, Mark says, “Give us a spoiler alert on when the contact field setup will be updated.” I don’t know. I wish I could give you a spoiler, Mark. I wish I could. Oh okay, okay. Mark, you were giving feedback. Yeah, everybody, make sure you check the chat too because Mark often gives a lot of pointers as I’m speaking.

All right, so let [00:30:30] me jump into the next one. Ronald, and then after Ronald, Mark, I have your email. Then, I’ve got a couple caller questions, so we’ll get to all of ’em.

All right. Ronald says … Let me do this. Move this out the way. Ronald, good to have you on, if haven’t said that. Ronald says [00:31:00] he is planning on placing two links or two buttons, however you want to view it, in an email. One link is for a one-book option. The second link is for a two-book option, so you could either buy one book or two books. Each link will lead to a different landing page. So here is my question, is this a straightforward task or must I do something to ensure it integrates with ActiveCampaign correctly? Must I simply use the landing page URLs in the email or [00:31:30] must I use an AC form or something? The landing pages will have PayPal buttons. Thanks for your consideration.

Yeah. The good thing about this one is you can most definitely use … Oh, Jamila, I have yours too. You can most definitely use just the standard email for that one. What I would do, Ronald, there is nothing special you need to do. You just need to know what the URLs are. Look at this, I have one for you, Ronald. [inaudible 00:31:59] your name on it.

[00:32:00] But essentially, what I would do is just go in here. Duplicate the content block if you want to have them appear side by side, which I think would look clean. And then, you can add some text. “Purchase your single book below.” Something like that, right? And then, we could do the same [00:32:30] over here as “Purchase your book combo.” This makes no difference. This is [inaudible 00:32:44] Who cares, Chris? All right. I don’t want to make it … Come on, help me out. And then, of course, I would change the text on the button. But yeah, you click on these buttons. The URL will go to landing page one, [00:33:00] and this URL will go to landing page number two. Yeah, and that’s all you would need to do for that one.

But I would use buttons. I like buttons. They’re a bit more visual and they’re easier. Has anybody ever been on their phone and you have that link in the email, and you’re trying to just select that link and nothing else? Considering mobile founds, I’ve found that clicking buttons with fingers, especially fat fingers, is a lot easier than links. [00:33:30] I would default by using buttons, but this is how you would do it, Ronald. Yep, no problem, Ronald.

And Ricard says, “Do buttons negatively impact deliverability?” No, but you know what does, or what can, I should say, are very large images. No, let me change that. Very large images will murder your deliverability. Why? Because it’s going to take forever to download, and if it takes forever to download, your ESP is not going to wait to send an email or is [00:34:00] not going to keep sending emails to your inbox that take forever to open. You want to keep your image size to a minimum.

If you want a best practice, I get nervous over 100 kilobytes. Okay. Over 100 kilobytes, I get nervous. If I can get an image to like 38 kilobytes and under, you’re good. Even on 3G, I don’t know where [00:34:30] 3G or 2G speeds, 30 kilobytes would be reasonable to download. But of course, you want it as small as possible. Yep.

And then, Ronald had one last question. Let me put it up there. And then, Jamila, I have yours. And then, Mark, I’ll just answer all yours in bulk, Mark.

Ronald says, “I’m having a weekly newsletter, ‘Your Weekly Encourager’,” what do you think would be a good [00:35:00] image for its landing page? Thanks. That’s a good question. Is it like spiritual-based or is it more of a work environment encouragement? Is it particular to men or women? Whatever it’s relative to actually, I would make sure the landing page speaks to that. So if it’s men, I would show … Oh okay, so it’s spiritual. So yeah, I would easily … [00:35:30] So send a poll to your existing list. Oh yeah. Okay. Yep, Mark. Mark’s got suggestions. Keep an eye out.

So like it’s spiritual and uplifting, so things like doves, a nice landscape of an ocean or water is peaceful. I don’t know. Maybe a cross, I don’t know. Displaying a cross can be either way, I don’t know. But as [00:36:00] far as encouragement, showing someone … Like communicating joy, right? So whether it’s a family if you’re sending weekly encouragement to families or if it’s to husbands or fathers, I would just make sure that whoever that audience was, it’s showed the result of being encouraged, right? So if I’m encouraged, I’m jumping, I’m smiling, I’m [00:36:30] excited. I’m ready to tackle the world, so that’s the type of image I would show if you’re using a person. If you’re not, like I said, dove for peace. I know that has spiritual connotations as well.

Doves, water, peaceful, just a peaceful scene, right? And colors that are cool, not cool as in temperature like blues, greens. Yellows are more [00:37:00] warm, but blues, greens, purples, and use cool colors. That would be my recommendation, Ronald, for those just kind of from a bird’s eye there. All right.

Yes. No problem, Ronald. No problem at all. Jamila, and then I got you. I’ve got you, Mark. Jamila, you sent me your link. Your landing page link. I don’t have it though, where did it go? [00:37:30] Here it is, okay. I got it. I got it, Jamila.

Let me see here. Let me put this up. If you don’t mind, I’m going to put it on the screen here, and let me get your question.

All right, so Jamila’s question is this. This will leave me time for you, Mark, and we’ll be just fine.

Hello, Jamila. Hello. Nice to have you on. [00:38:00] How do I create a horizontal email opt-in?

So tell me this, Jamila, is the horizontal for this popup, or is it for somewhere else on the site? Let me know where you’re planning on using it and then I can tell you the best way to add a horizontal one.

All right, [00:38:30] bottom of page. So it’s this one right here, the one in the footer? Oh, oh, right here. “Join the Daily Success Community. Get access to tips, videos, and education.” Right here is where it will display. Okay, all right.

Let me see what you’re looking for. You’re looking for first name, email address. Well, since you’re only collecting the basic information, what I would recommend … Jamila, I feel like I may have had you on. Your name looks familiar. Let’s [00:39:00] see if you have a form. I did have you on.

So I would do this … I don’t know what we were doing here. There’s just no telling what office hours. Let me take that off.

Okay, I need both the join. I need both join the community and the footer, okay. This should work for your website, right here. Just selecting this, and here is what I would do. [00:39:30] Here is the code that I would add. Go to here. Select the form, and I’m going to do this slow just so you can watch the replay and repeat it, and then I will type in do max width, and I would say “70%!important”. All right. It didn’t give me percentages, so what if I do pixels? [00:40:00] Oh, I’ve got to do pixels. All right, that’s fine. That’s fine. I think 700 is a good … What if I go up to eight. I feel like I’ve done percentages before. I think I have to go with … It’s not going to let me do max width. Yeah. 100%. But then, it’s not centered. That’s the thing, gr, gr, gr, anger.

All right. [00:40:30] So that’s not going to do what I want it to do for the horizontal layout, so let’s simplify it. Let’s keep it simple, and go in here, and I should be able to determine … I thought I could do the form width here. Is it just for this one? Oh, it’s just for the vertical.

All right. This is the easy way to get it here, right below it, [00:41:00] and it would be horizontal. If you want to change the color of the submit button to match, you can do so here. If you wanted to display it horizontal like in that popup and here, you’re going to have to get your hands a little dirty and take this code and modify it. It’s actually not too difficult, but I do not recommend you do it, Jamila, because your [00:41:30] time is much more valuable than figuring this out. You could have somebody on … What’s a website?

Yeah, yeah, yeah. Mark says Fiverr. You can get a Fiverr gig to code for CSS, that is what I would do. And once you have the code once, you could just paste it wherever you need it. That’s what I would do, Jamila. If your website is using a particular … I don’t know if this is WordPress or not, [00:42:00] but if your website is using a particular. Okay, so you’re using Shopify, all right. Yep, which I see here. But if there was a builder that had a third-party email opt-in integration, a lot of times those third parties can display the form. But especially since it’s Shopify, you can paste that HTML in the liquid files, the liquid files in Shopify, and then it will display right [00:42:30] where you need it, right here. You have to go into the liquid template. In fact, the same developer that would know where to paste this code in the liquid template of Shopify, would more than likely be the same person that can modify the code for you, so you can get two-for-one on this one. Yeah, so that’s what I would recommend for you on that one. And like Mark mentioned, what is it? Jeez, Fiverr. [00:43:00] Fiverr is a good place to do that, or you know if you’re looking for ongoing …

No, she’s Philippines. I was going to say we had the podcast with the lady that trained VAs, but she was only Philippines-based. Well, wait a minute. You could still use a Philippines VA. Here, give this a listen to as well because getting … I really enjoyed recording this podcast with her, Barbara I believe. Oh look at that, “Mothers Making [00:43:30] It Happen”. Where is it? VA, this one.

Take a listen to this, Jamila. It may be worth reaching out to her. Barbara does a great job with training up her VAs on all of this stuff as well as multiple third-party tools that integrate with ActiveCampaign. Getting hooked up with the virtual hub may be a great resource for you to get a VA that can really handle [00:44:00] all of these things for you, efficiently and quickly, just so you can stay where you need to be, right? The visionary, the brand, the forefront of the business, growing it, networking, marketing, all of that. You could have all the backend stuff taken care of, yeah.

Jamila says, “One quick follow-up. Can ActiveCampaign link to Zoom?” Yes. Yes, actually it’s kinda cool how it happens. Let me test my [00:44:30] own functionality. I’ve done this before, and it’s really cool. Look at these office hours. Is it going to work? The Zoom web hook, I’ll put it like this. Let me put this in here. Let me put this search in here for you.

Yeah, Jamila, you won’t see a Zapier connection because you’ll need … And I’ll bet you it’s my first office hours, the first one that came up. Oh, Courtney did this [00:45:00] one. I think she outlined it. Anyways, I don’t want to belabor this one too much. But here’s the steps, and I guarantee you … So here’s what you do, Jamila, it’s in one of these two. You don’t even have to go beyond these two. I’ll do this one. And if you were to say do Ctrl+F, then do web hook, it would take one to do a web hook, and you can find where I’m talking about web hooks, [00:45:30] or more accurately, Zoom. There it is.

Zoom, and then I can go, so this isn’t one. This is good because I can show you all how to use the search functionality. All right, so I’ll let Zoom help me out. Oh, wait a minute. No, no, no, I am thinking of the right thing. So it wasn’t these two, maybe it was later on.

But essentially, you want to send a web [00:46:00] hook from … They’re sending out a link, right away. Of course [inaudible 00:46:08]. Web hook. All right. I feel like this is another one from Courtney. Actually, to record this type of information dependent on if it’s in [00:46:30] web hooks, it would involve … All right. Here it is, this one right at the 36 minute mark is where I would watch it, so let me get this to you, really quick.

Yes, no problem. Ricard, good to have you on, man. Good to have you on. Have a great weekend. Try that office hours at the 36 mark.

Jamila, what it does, what happens is you have to send out [00:47:00] a web hook from ActiveCampaign, and that web hook can be intercepted by Zapier, and then Zapier can register them for a Zoom as a Zoom registrant. It can also work the other way, if someone registers for a webinar in Zoom, it can add them to ActiveCampaign. Where a lot of people find fault with that is that you can’t do [00:47:30] it for a meeting from Zapier. Zapier only does the webinars, but if there is an actual meeting, that information you can’t Zap over but you can always use an automation.

So if you had a landing page, I would recommend putting an ActiveCampaign form on there, and what you could do is when they fill out that form, you would have an automation that’s running and it would send out a web hook. Let me [00:48:00] show you real quick, at least save five minutes here for you, Mark. I’m trying hard, man.

Web hook. Now, how to set this up, that’s in the office hours, but Zapier will give you a URL here. Do I have one? No. Zapier will give you a URL. Let me just put one in here. It looks like something weird like [00:48:30] that. Jamila. Zoom. And it’ll send this out to Zapier. Zapier will then interpret it and register them for Zoom for you. That’s how the two interact.

If you have any issues at all, going through that office hours and it doesn’t work, just send me an email. Just send me an email, Jamila. And if that is not the office [00:49:00] hours, I can get you the exact office hours because on this one, it’s no more than five minutes. I’ll walk through how to set up Zapier, how to set up ActiveCampaign, and how to integrate your Zoom. I’ll walk through that all in there. Yep. Yeah, no problem, Jamila. You’re very welcome.

So, Mark. All right. So Mark has a deal, I love deals. Thank you for asking this, Mark. Mark. [00:49:30] All right, so here is Mark’s case. He has, “Deals are created and sit in stage one of the pipeline, waiting for Acuity Meeting to be booked. When the meeting is booked via Acuity, the deal stage moves to only one of two meeting types, stage two and three.” So we have a deal in stage one, and then it moves over to stages two or three once a meeting has been booked. Mark, I feel like you should have a pipeline here. [00:50:00] We’ll just use “Mark Monthly.” No, I don’t want to do that because it says email and so that just looks different.

All right, so they’re on like “To Contact” or whatnot, and they’ll move to either of these stages, the blue or green, once they’ve scheduled the Acuity. When the meeting is booked via Acuity, the deal name is updated to include the meeting time from the custom field which captures the meeting from Acuity.

Okay, so the name of this deal here is going [00:50:30] to have the name of the meeting. Well, wait a minute. The Acuity deal name is updated to include. Okay, so it would have the name of the deal plus the time of the meeting will be in the deal record as the title, all right?

The question is what’s the best way to update the meeting time in the deal title when the meeting is rescheduled? If the meeting is rescheduled, that is going to take … You’re going to have to go [00:51:00] to the API, Mark. You’re going to have to go to the API and you’re going to have to let … That documentation, where they show you what the URL looks like from Acuity, you’re going to have to receive that information in Zapier, right? And then, update. You’re going to have to use that to update the deal title.

The thing is if it’s rescheduled, it may [00:51:30] be easier just to send an internal notification or use Acuity’s email that says it has been rescheduled. It may be easier just to update it manually for rescheduled events. Rescheduled and canceled, right? Well, if they canceled and created a new one, you’d be fine. But on the reschedule … Well, what did you say? “On reschedule, it will update the AC custom field.” So if you want to do that, [00:52:00] as long as the custom field is the same field that you’re using to merge in the meeting time on the original date, then you would be … Can you update the deal title once its been created though? That’s a good question. I don’t know the answer to that one. Let’s see.

Let us research. Deal title. Let me see. [00:52:30] CRM. Deal value. Update deal title. Yeah, you can. Yeah, there it is, and you can use that custom field. So yeah, you can. You have “Regular Title,” and then you could have the time, [00:53:00] right? What is that? And then, maybe this is time, “Appointment.” Right, and this time of appointment is the same merge field that you’re using when you create the deal when the appointment is scheduled. Yep, so you’re going to have to use an automation to update the deal title. [00:53:30] So yeah, yeah, you can do that. You’ll be able to pull it off.

The key here is like we both mentioned is that you have to have it to where the next step is where … Well, the next step is how do they get into this automation? Do you want to do it when the custom field changes? Because the custom field is going to change on … No, I wouldn’t do it. When the AC … You say on reschedule, it will update [00:54:00] the AC custom field? How is it doing that, Mark? On the reschedule, is that doing that for you, or is the direct integration with Acuity? Well, direct integration. Okay, the Zap does it. All right.

So what I would do is on that Zap, I would add them to this automation. And if you can’t, I can’t remember if you can add to an automation from Zap. If not, put a start trigger as a tag or something, right? Do [00:54:30] a tag that’s like this, “Reschedule,” like this as the start trigger. And then once it’s updated, I’d remove the tag so that they can reschedule again. [00:55:00] Something like that. So now that every time they reschedule, as long as the Zap adds this tag though, they’ll come in here, get the deal title updated, and then they’ll be fine.

Okay, so the deal title using percentage is not dynamic. If it is, then no need to do anything. Oh yeah, it’s not dynamic. Yes, so think of it, it will populate it once and it won’t reference that [00:55:30] custom field. It won’t reference that field again going forward, Mark. It’ll do it one time, and then going forward, you’ll have to use the automation action to update the deal title so that it can grab the new custom field. The new custom field value. Yeah. Yeah, great.

Mark, I’ve learned two solid things today that I did not know, so I want to thank you all [00:56:00] for asking questions. “Deal Title Update”.

And real quick, I know I had one caller that said, “Can you give an example of how to use a goal as a start trigger, and when you would?” It doesn’t show your name. I just says anonymous attendee. You might be on via phone or something, anonymous.

But let me show that really quick. [00:56:30] Mark, you’ve always got interesting use cases, man. I appreciate it. Example of how to use a goal for a start trigger, so let me give you some examples. I’m two minutes over. Just give me two more minutes, everybody. Bear with me.

The reason you would use a goal is because essentially a goal is combined criteria, okay? If my goal was [00:57:00] a tag, I could just use a tag, right? But a goal can combine criteria to be achieved, so any time you want it to start in automation and you see that we have all of these are singular, right? Subscribes to a list, if it’s a form, opens a contact, opens an email. But if I want it to say clicks a link and visited a page, right? There is no way for me to use both of those [00:57:30] as a combined starting condition to start an automation. So what you would want to do is have a goal setup that waits for that condition to be true, and when that condition is true, it would start. It will start the automation.

The goal has to be in a separate automation, so it has to be in context of the criteria. The combined criteria has to be in context of whatever that automation is because when you select goal achieved and that’s how you [00:58:00] would do it. You know, you’re going into your start trigger, you say goal is achieved, and the goal. Look at that, the goal has to exist. All right, so the goal absolutely must exist. The only way for the goal to exist is to be in another automation. So there is another automation where you are sending emails, you’ve got all kind of other stuff going on. And once they achieve that goal, which is combined criteria of opening an email and clicking a link maybe, or visiting a website and clicking a link. Once they meet that criteria, you can then say [00:58:30] the goal has been achieved, and now this automation will start when they achieve a goal within another automation. That’s how you use a goal to start an automation, and that’s the requirements for using a goal to start an automation. There. All right?

One final question. Mark said, “Can you speak to why recent activities are often out of order?” I don’t know, Mark. I don’t know. Sometimes [00:59:00] overall they are, but I think that based on the polling and when an activity is registered, some activities, like for instance, goals. I’ve realized goals can take a little longer. Goals can take longer than like a tag being added, so sometimes it will display later in sequence.

So what I would say with these displaying in or out of sequence, you just always have to refer [00:59:30] to the timestamp there. Yeah. But ideally, it should be in chronological order. It’s only like a small percentage, like maybe 1% to 2% of the time, if you’ve got a race condition or you’ve got actions that take a little longer to register as has happened, that may appear out of order. But for the most part, everything should appear, normally would, so yeah.

All right. With that being said, everybody, thank you so much. [01:00:00] Ronald, I feel like I’m missing something. [inaudible 01:00:02] you guys have confirmed what I’ve been telling myself. Okay, yeah. Great. Oh okay, great. I’m glad that was confirming for you too, Ronald. Perfect. Probably with the VA and everything. But yes, everybody, thank you so much. Yes, have a great weekend to you too, Ronald. Thanks for attending.

We do these office hours, twice a week. Tuesday at 10:00 AM, Friday at 1:00 PM. And since this is Friday, this is the last one of the week, so I [01:00:30] want to thank you all who attended this one as well as the one earlier in the week. Feel free to come to as many of these as you would like. You all make this possible. It’s all about you and your questions. You make these so valuable, so that being said, hopefully I’ll see you next Tuesday. Have an amazing weekend, everybody, as we ramp up and start preparing not only for the last holiday of the year, but complete the last quarter of the year.

I hope you all are not too overwhelmed. I know as Paul mentioned, there is a lot going [01:01:00] on, so try to find some peace in the storm of the last quarter. And like I said, have a great weekend, an amazing weekend, and I will see you all, next week.