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Office Hours – February 17, 2017

Recording of Office Hours hosted by Chris Davis on February 17, 2017.

Transcript

Chris Davis: That was all [bagged 00:00:02] because we’ve walked through a lot of automation. Now, I hit record. Let me change my screen here. What do I want to share? Let me figure it out. I want to share my application with you all so that when you’re asking questions I can dive right into the application.

Just bear with me one second here [00:00:30] and everything will be good, screen share. There we go. All right.

Now, we’re going to get started. Just if you could confirm that what you’re seeing is my ActiveCampaign account. If that’s what you’re seeing that means we’re all good and it looks like … Great. Yes, all right. We’re ready to get started. If you have any question for today, raise [00:01:00] your hand using the button to the right of your name and we will be able to get started. I mean I’ll be able to hear your questions and we can go from there.

Lorraine, if you want me to just talk through the answers I gave you in the email just let me know in the chat. Okay, please do, so let’s do that. I’m going to pull up your email. Let me see. [00:01:30] Showing all my emails here, it’s all right.

Okay. Lorraine, let’s just walk through. Let’s just walk through your email here and everybody else, feel free to chat. This is going to be helpful for everybody but if at any point something doesn’t make sense, don’t think that just because Lorraine asked this question, it’s all about her. I’m pretty sure she will be fine if you ask a clarifying [00:02:00] question or if you had something to add along the way. All right.

I’m just going to start from the top. I know I answered these in email but I’m just going to provide a little bit of context and maybe even jump into the application just to make it more clear to you. For everybody else participating, Lorraine is migrating from MailChimp. She’s just trying to make sure that there is some core functionality that she needs migrating from MailChimp and she just wanted to ensure that it’s possible with ActiveCampaign.

[00:02:30] The first one is, can you set up an email list so that the minimal amount of information is captured on the signup form and then have a preference like a preference page that they can update their additional information? The answer is yes. What I was telling you in the email, Lorraine, is essentially you would have one form and that’s whatever they fill out in the beginning. What would happen is after that form, [00:03:00] let’s say, we call it Preferences. We’ll select whatever list. You always have to have a list that you want them to go to.

What we can do is let’s say you just ask for their full name and email like you mentioned. Now, on this form, I can say what else? I’ll do a short version. Phone, organization, in organization [00:03:30] I’ll say company, all right. What else do I want to put on here? Those are the basic fields but maybe I want to do website and no, gender, I don’t like that one. Okay, we’ll just do that.

Now I have this form and I can do something like [00:04:00] update your information below. I can do something like that and instruct them to do please keep your profile up to date. I don’t know. All right. Now, this form will now be on a page. What we want to do is just a couple of thing, we turn the AC branding [00:04:30] off in the options. We don’t want it to be a confirmation opt in because that means when they submit it they have to click a link in an email.

Then on the thank you page we can say thank you for … Oh no, no, we can say your information has been updated or you can always have a page two. All right. We can show a thank you message or we can redirect them to a URL. All right. Now, we have this [00:05:00] page right here and we’re just going to go integrate.

Here’s what I was saying in the email. You can either embed this on a page on your website. Let me look at your … If it was glomer-group.com/preferences it will be a blank page and you would essentially embed this form on that page. In fact I just did this today. Check this out. I just did this today here [00:05:30] because I’m getting ready to take on guests for our podcast. You see this? Here we go.

This is an ActiveCampaign form embedded on the website. What it looks like on the backend is I have the script right here and this script is this, this code right here. I copy, paste that onto my webpage [00:06:00] and when I view the page anytime they update this page, it will go and update the fields on their contact record. What you will want to do … so I’m glad we’re walking through this. You see, I have this asterisk on this preference page the only asterisk you want to make sure is set is the email. That’s the asterisk that you want to make sure is required. Any other fields should be optional so that they can update how many ever they want at a time. All [00:06:30] right.

Are the fields from the short sign prepopulated on the form? All right. In order to prepopulate those … Why isn’t this go away? All right. In order to prepopulate those I believe you can use the email. Let me just say cdavis@activecampaign.com. Let me see if that works. [00:07:00] Yeah.

Depending on how they get to this, Lorraine, I’d imagine they will probably be selecting it from an email or how would they be getting to your preferences page?

Likely an email, okay, great. If it’s email I would [append 00:07:24] the email, their email into the link and here is what I [00:07:30] mean by, I say, append. We have that and like I said make sure none of your other fields are required so that they can update as many fields as possible. All right. I would always only use the email field just in case they want to change their name or change anything that they always can but you want to ensure that the email field is what they’re using because that’s the unique identifier that links all of the other information [00:08:00] that they submit. All right.

If I go to a campaign, let me just test. Here we go. Continue with the test. Going to design. I can have this here. If you have any questions I’m just going to act like you in these sentences say click here to update your preferences. What I can do is using this, what [00:08:30] you want to do, I have my URL, you want to add this question mark and I’m going to put this in the chat for you. Email equals percentage email percentage. Now, when they click this link, it’s going to prepopulate their email address right here and then prepopulate the email field on the form just like [00:09:00] this.

That’s what’s going to happen so you’ll want to use this at the end of your link. Great, yeah. Let me put it in there. Let me do it the full. Let me do Glomer … I forgot your URL. Glomer Group. It’d be something like this. glomer-group.com/preferences, [00:09:30] this. That would be like the link, what I just put in the chat. That will be the link. If you had a page called Preferences this would be the exact link that you would use in your email and then when they click it, it will take their email from ActiveCampaign, put it in the URL and then the ActiveCampaign form will grab it from the URL and place it into the field. All right, great. All right, so let’s keep going.

Can you set up an email with a tag to list [00:10:00] frequency of emails? Oh yeah, yeah. Let me show you something. You can use a tag for this. You can use a tag for this. In fact, in the last office hours I gave an example of exactly how to do this with tags. [Ikka 00:10:14] I think. Was it kka? No, it wasn’t Ikka. It might have been. Let me see. Nope, it wasn’t.

I thought a categorized it last time. [00:10:30] I know I gave it a name. Let me see here. I can find it really quick. I shared the automation with you as well as I’m going to give you another way to do it too which may be a little more easier to understand. All right, engagement part one, maybe this is it.

I think I imported an automation. I was like I rather build my own. [00:11:00] Yes, this is the one I did not want to do. Let me just type engage. Engagement monitor. This is it. Okay. This one is an automation that when someone enters in this automation they remove the fact that …Remove [00:11:30] tags that is active. Yeah, I remember that.

Anyways, they enter this automation because they have met some criteria and upon entering this automation we wait for 30 days and then after 30 days, if they don’t move outside of this automation we tag them that they haven’t been engaged for 30 days. Then we wait 30 more days and then we remove that 30-day tag [00:12:00] and apply the 60-day tag and we can do this for 30, 60, 90, 20. You could do it for 10, 50, how many every days that you want. Now, when you go into, we’ll say, your contacts and we go to tag manager right here we can see, let’s just say engaged … Oh I haven’t applied the tag yet. All of the contacts with this tag [00:12:30] would show … Let me just do this so you can at least see some contacts. You see this downloaded the thing, six contacts.

You will be able to see your 30, 60, 90 and see how many contacts are there. That’s your first look into seeing oh, okay, I can see you where my engagement is at. Furthermore, as you add these and they’re engaged with 30, 60, you can also create an automation that triggers when [00:13:00] that tag is applied. I can do this automation here and say when tag is added and that tag could be the engage 30 days, no engagement, whatever that tag is I added over here. There it is. It’s this one. Since it hasn’t been applied it doesn’t auto complete so you want to make sure you copy and paste. [00:13:30] All right.

Now, every time someone has an engage for 30 days this is going to run. If I don’t want that to happen, if I just want it to be a onetime thing just set it to once. After 30 days they haven’t engaged this automation is going to fire off and I can send an email. I can do any of these things after they have not engaged for 30 days, all right. This is the one that I went over the last engagement. This is the engagement trigger.

[00:14:00] There’s two parts to this engagement because they can get into that automation or remember there’s no start trigger. The only way that they can get into this automation is from within another automation and that’s why I called this an auto engagement trigger because what I’m saying is if they click on any link and I could say … if they open any email, if they click any link or open any email ever, always want this [00:14:30] happen, they’re going to enter in this automation and I’m going to stop. I’m going to stop this automation.

Remember if they entered in here and they’re waiting for 30 days and they open an email again they’re going to stop and restart. As long as they’re engaging within 30 days they’ll never get this tag. They’ll never get it because the other automation is always stopping this automation whenever someone clicks on a link or opens an email.

Now, here’s the power, that [00:15:00] these two triggers can be anything. You could have it be visited a certain page, like it’s not just limited to email opens and clicks. You can use any criteria that you want to deem as engagement and that will be the start trigger here. What it would do is it will exit that automation and then it will wait for that and it will just throw them right back in the automation, all right.

Can you show your engagement line? Yeah, [00:15:30] you do. That’s when we put the link [inaudible 00:15:31]. Okay, yeah. I don’t know what happened with that one. Let me share it again. I’m sorry about that, Katrina. It’s this one, right? The engagement monitor, yes. Let me share that one. I don’t know what happened.

Who knows, I may have been doing something in my account last time and messed things up? Let’s try this link. This should work [00:16:00] for the engagement monitor. Katrina and Lorraine, now you understand that one. Well, first off, Lorraine, that makes sense, right? You get how that works with applying the tags and then you can trigger the automations based on that tags. [inaudible 00:16:16] Okay, yeah. You definitely need a library. Let me know if that makes sense to you, Lorraine, because what I want to do is I want to show you what I think is probably an easier way, [00:16:30] all right. Because it doesn’t require … Some people like that, some people like the trigger automation and then the automation monitor. That’s how I think. That’s how my brain works. However, I’ve been testing up this other way. Let me just show you real quick. Watch this.

I think it’s called one day. I should start labeling. Okay, one day no opens. I love this. I love this automation. It’s [00:17:00] so simple and so powerful. Okay, [inaudible 00:17:02].

All right, Lorraine, I’ll wait before I jump into this one. I’ll wait. I’ll wait for it. All right, there we go. [inaudible 00:17:09] have the option of how often blogposts are delivered. Yeah. That is posted and [inaudible 00:17:17] best way to have that.

I would handle if your blog subscription if the people who are subscribing to your blog, you want to give them the ability to determine [00:17:30] how often they want to receive communications. I will create a custom field. I would go into forms.

Katrina, hold my spot for me just in case I get off.

I will go to forms and how many times. I will create a custom field. Let’s say this is a radio button because we only want them to be able to choose one. How often would you like [00:18:00] emails from us? We could do, what do you have here? You’ve got weekly, monthly, unsubscribe, oh here. Don’t say never. Unsubscribe me now. Although I wouldn’t give them the never option I will let them do that [00:18:30] within an email link but I’m just going to go with this example.

You know what, let’s keep it consistent. We have this new form, now let’s go back to … I wonder if I named it. Did I name that form we were working on? I don’t think I did. I didn’t name it or save it. Oh yes, I did. Whoo! Thank you.

All right. Yeah. The best [00:19:00] way to handle that will be … so I will use the Preferences form. Right where they can update their preferences they can also say just look for this form how often would you like email from us. I can put that there as well. Now, when they select whichever frequency they want that will be stored on their contact record, [00:19:30] all right. Let’s say okay we have that now watch this. Let’s tie it back to our automations and say we have a new automation that starts.

Let’s do when that form is submitted so we don’t have, excuse me, so we don’t have that multiple automations. If I do when the preferences form is submitted at any time, the first thing I want to do is look. Let’s say just prioritize [00:20:00] it. We’ll go from monthly to weekly to never, all right. Our condition will say if I could do … Yeah, I’ll do this. Then we’re going to go to our custom field, how often would you like to hear from us, is monthly. This is going to be … When I do an if-else branch I always like to start with my highest priority first.

Unsubscribe is the lowest priority. That’s the last thing we want to them to do. [00:20:30] I like to start with my highest priority first just because having a background in code I know how these things execute. It’s always going to execute the first statement before the second, before the third, before the last. I like to have my highest priority executed first.

Now, let’s say they submitted this form. We need to figure out which radio button they selected. Did they select monthly? No. Let’s see if they selected weekly. Custom fields, how often would you like to hear from us? Weekly, no. [00:21:00] All right. There is a question. Let me get to here [inaudible 00:21:08]. Yup. You can’t get away from it. The good thing is ActiveCampaign makes like coding basic and easy because we have these objects instead of writing lines of code but the logic is the same.

We really only need two options, two asks. If they say they want to do weekly we could just do something like add a tag [00:21:30] and say monthly … I’m sorry, monthly communication preference. All right. We’ll add a tag there.

If they said they wanted to do, they said no, I didn’t choose monthly, I chose weekly. We could do the same thing, add a tag, paste that, change that to weekly. All right. Then, if they did not choose weekly then of course they wanted to be [00:22:00] unsubscribed. There it is.

Now, every time they submit this form we’re either going to tag them with monthly communication, or we’re going to tag them as weekly communication. If they don’t fill out any of these, the only other option on there is they selected unsubscribe. That’s the only other option. I could put in an if-else here just to be safe. I guess best practices [00:22:30] I should do this. Now, that we’re talking about coding we should not leave anything up for grabs. If they do say that I want to unsubscribe there, yes. Now you’re unsubscribed. There it is. You’d have your three … Now, they fill out your preferences form they can also update their frequency.

Now, when we’re doing that let me show you … let me just do this. Preferences [00:23:00] form, okay. Now, let me show you this. When you go to your contacts what you’ll want to do is go to your advance search and you’ll want to create that that … oops, I’m sorry. You want to create that segment exists and I’m going to use weekly communication preference. I’m going to hit search nothing is going to come up but that doesn’t matter. Nothing came up because I just created that.

What I want to do is and sometimes you [00:23:30] have to click on your condition to get back to the segment builder. You want to save as a segment and I’ll say Monthly Newsletter Contacts, all right. Now, I’ve saved the segment and when I go to perhaps send my monthly newsletter now, it’s going to ask me a list. I’m going to say testing and then I’m going to select my segment of monthly [00:24:00] newsletter contacts and go to next. Now, when I send this email it’s going to send to everybody with that tag and since our system updates dynamically, that tag is always going to have the most recent number of contacts.

You set this thing once and you literally don’t have to mess with it again because they’ll be clicking emails, updating their preferences, unsubscribing if they want to, all you do as a business owner is log in send your monthly to your monthly [00:24:30] folks, your weekly to your weekly folks and all is well and of course look at your reporting to make sure everything is performing as it needs to be. That’s how you would do that.

Let me backtrack real quick and show you all the second way to do this engagement. I think you’ll really like the second way. Let me see, awesome. Great Lorraine, I’m so glad this is all making sense.

The second way to do the automation for engagement [00:25:00] is this. I created a custom field that says I’m going to show you … I’m giving you all the goods here. I’m going to show you another automation I have too. What is it called? I think it’s called open … there it is open. I’m going to give you all a trick. Nope, this is standard in the application but not a lot of people know how to do it or that it exists. Hence my whole goal in making some of these hard features [00:25:30] or some of these powerful features easy to do. Check this out. Check this out.

Look at this. When a contact reads any email, look at what I do. I created a custom field and the custom field is called Last Open Date. It’s a date field and it’s called Last Open Date. Every time someone opens an email I select the Last Open Date as the field to be updated and then I update that field, look at this, with the current time. [00:26:00] You can do a specific time or current time.

Essentially, I’m time stamping the date that they opened an email. Just think of like a little like a stamp, literally a stamp and you’re just pounding it on their cut. Okay. This custom field updates every single time they open an email. At any point, just doing this alone will put me in a position to go into the segment builder and say whose last open date is more than 30 [00:26:30] days. Then I can see everybody who hasn’t engaged. Whose last open date was more than 45 days?

Just doing this right here will give you the most granular engagement presentation of your contacts, most granular engagement of statistics on your contacts right here. Why would I stop there? There’s still a little manual involved in that. I still have that go and create the segment. Although since our segments dynamically [00:27:00] update, I could just create the segment once and go and view the segment and see how many people are in there. Of course, there is multiple ways but here is what I decided to do.

Now, I have this which I have one for clicks too. I have on the contact record, maybe it’d be easier for me to show you all what it actually looks like on a contact record. I’m going to pull up my imaginary twin brother. Everybody ask me when they see this. Do you really have a twin brother? No, I don’t. [00:27:30] Look at this.

Last open date is February 13th and where is my last click date. The last time I clicked an email was February 6th. That’s what it’s going to look like on the contact record, all right. Now, that we have these dates, they’re always up to date, the second I open an email that’s going to update. That field is going to update which is beautiful. That’s exactly what we want.

Now, instead of having that engagement monitor and trigger those two automations [00:28:00] running where one’s pulling one out and pushing them back in which works just fine, I’m just giving you an alternative. Perhaps this is easier for you to use. I go here. Let me just say I started this with this start trigger field changes. I’m looking for … Wait a minute. No, no, no, I’m sorry. I’m ahead of myself. I started this one with opens any email. I’m sorry. It’s this one opens and reads [00:28:30] an email. I select that and I say any email on any list. Anywhere throughout this system, that’s the start trigger.

Now, I’ll go here. This is what I meant to say. This one is set up to be … Let me do it this way so you can see how I started it. Date based, okay. If I select date based it pulls up this prompt. What I want to do is I say I want this to start on. I can do before or after but I [00:29:00] want it to start on the last open date.

Now, what we want to do is maybe say 30 days after that date. We want people to come into this automation. In order to do that, I will say after 30. Thirty days after whichever their last open date is and I want to check this. I want to do [00:29:30] it around 3 a.m. in the morning so that it’s not around normal business times and this check, all it does is look at every contact in your database, their last open date, their custom field. It just looks at that. That field matches 30 days or if it’s been 30 days since that field has been updated, they will enter this automation at 3 a.m.

Now, we can further have a pause and like say wait until [00:30:00] 8 a.m. to actually do something but this is just saying when the system is going to run the check. All right. The difference between these two that this combination is very confusing to text so let me help you understand. If you choose this one then this can only run once a year. It will run every year that’s why I say like birthdays, anniversaries or something like that. However, if we select the bottom option, this is going to run whenever [00:30:30] it’s true. Whenever they fall out of 30 days of not opening an email this automation is going to run. Then when you hit save it looks like that.

For instance, mine is one day so let me just change that to 30 days. Thirty days after the last contacts open. I had it originally at one day no open so now will be 30 days no open. Look at that. If it’s been 30 [00:31:00] days I’ll send them this email, Hey, it’s been a day.” Mine was a day, so let me just keep it consistent because it’d be confusing. You’re like what are they, I thought you said 30.

I tested this for a week and every day I was seeing what would happen if I didn’t open an email I would get this notification. If I did open an email that day I would never get this email. This is another one. I mean this is two steps, can you believe that? This is literally two steps in an automation [00:31:30] that will run and track the engagement of all your leads for how many ever days you want. If you want one, if you want 30, if you want 60, yes, you’re right, Lorraine. It’s very powerful.

When I created this internally, so just so you all know, I’ll give you a little sneak peek of the office. I’m always pushing the limits of our application through useful, what I call useful automations. I don’t like to build automation just [00:32:00] for the sake of saying I built something. The used cases I was thinking of is what if you had an online platform, membership platform I should say. You can track the last log in date. You can start to easily see when people are slipping away and trigger automation. Maybe you want to notify somebody to reach out to him or whatever it is, you can now track everything, right. You can [00:32:30] see how long has it been since they visited a particular page on your website, by using the page visit. Let me go back to this one, by using the webpage visit so like this.

Podcast, it runs multiple times. Whenever they visit the podcast page I’m going to update their custom field. Now, [inaudible 00:32:58]. Wait a minute it’s been 30 [00:33:00] days since you checked out my podcast. Here’s what you’ve missed. Here are the episodes I’ve created. Like this is bananas the level of personalized communication you can achieve with this, especially if you’re a blogger and you can see somebody hasn’t visited maybe your blog in 30 days. Hey, I just wanted to let you know what you missed the last 30 days and whatnot.

I love this for course here so you students don’t … Yes, right. This is a perfect example for our course, especially [00:33:30] if they’re logging in or if it’s been a particular time, watch this. What if they had a signed update and then it’s been a particular time since they visited like lesson one. It’s just like there’s so much that you can do because if I go back to here I can say five days, like let’s say five days after their signup date and I can have a condition here that says have they opened. I’m just going to [00:34:00] check five days after it have they opened. Let me not do it that way, I’m sorry.

I’ll do this. Lesson one, has accessed lesson one. Here we got webpage visit and it’s like lesson one. What would do is this will be the criteria that timestamps it. Based on how long it’s been since they’ve accessed [00:34:30] a lesson or whatever we’ll then be able to use other automations and say okay, how many days has it been since you’ve accessed the lesson and then reach out to him or push him along. Maybe we want to, for those people, we want to make sure they’re in a Facebook group or they’ve got some other means of engaging with the community so they don’t fall off, especially in the first 30 days if you’re offering a refund. You definitely want to use a monitor like this internally to just keep track [00:35:00] like, “Hey, wait a minute, it’s been 10 days. I haven’t seen them complete something.”

Yes, very powerful. All right. I’m glad you all are enjoying this. As you can see I enjoy teaching this stuff but let’s keep going here. All right, yes. Can you set invisible tag to indicate which page a person has signed up from? Yeah, that was essentially what I was showing you here. Yup here. Let me just do a [00:35:30] new automation for that. I’m going to try to make it specific to your email. Page the person signed up.

You know what, this is even better for … I don’t even need an automation for this. This is better for a new feature we have coming up. I’m going to tell you about that in a second. Essentially, [00:36:00] what you want is this. If you have site tracking on your website, this is probably a bad example because I’ve got so many. Oh my goodness.

This is my test account so I’m all over the place. Plus I don’t have site tracking on the main account. What would happen is you would see their activity here on the right and it will show you when somebody submitted a form and right before that it will show you the page that they were on. [00:36:30] That’s one way. That’s one way to track which page somebody submitted the form on.

However, it gets a little complicated sometimes based on just how people are engaging with your application and this is what I mean by engaging. Let’s say you’re using a platform like Instapage, Leadpages, Unbounce like a landing page platform. That page [00:37:00] is embedded on your site. The problem with that is depending on how the third party has set up their integration, they may not be passing the web tracking cookie so you wouldn’t see that in your activity string because you need to have the web tracking active. The safest way to do this is for them to submit an ActiveCampaign form. If they submit an ActiveCampaign form, we’ll have the page that they did that [00:37:30] on.

To circumvent that or a solution to that, what we’ve come up with is what is called attribution. Now, attribution is going to look at everything that they touch not just webpages. It’s going to let you know they visited Facebook then they went to your website, then they went to your contact page, then they opted in. It’s going to show you everything, their entire customer journey.

[00:38:00] That’s coming soon. We’re looking to see like a spring-summer type launch. Let me see that question here. All right, the use case would be asking for an email to indicate interest in an upcoming course. Sure, sure, yes. In fact, Lorraine, I’d do this all the time. I create what’s called buckets. These are my … I’ll show you my marketing buckets. [00:38:30] I’m talking about my personal account here but here’s what I do. If I’m sending them to a specific page, we’ll say, my start action is just this. Until I figure out what I want to do. Registration. All right, and then I use an asterisk, just in case they come from a different source or something like that. If they visit this page, they’re going to be added to this automation and it does [00:39:00] nothing. At least that’s what you think. You think it does nothing.

Can you mark, Lorraine, can you mark messages to everyone? How about this? Yeah, yeah, sure, sure. Yeah, Lorraine. Okay. All right, we’re figuring it all out. Yes, all right, I love it, I love it. You two are awesome today. This looks again, power, there’s power and simplicity. It looks like something [00:39:30] is missing until you realize that everybody who has visited this page, what can we say about them? To your point, Lorraine, everybody who visited this page is interested in an upcoming event or course. Now, I can act on it immediately or this could just be my waiting list. All right? This becomes my waiting list. I like doing this instead of most people [00:40:00] who aren’t as familiar with a marketing automation platform and they’re more familiar with email marketing, they’ll create a list. They’ll say, “Yeah, whenever they visit this page, I want to subscribe them to whatever list” Nothing wrong with that. There’s nothing wrong with that at all.

However, I found it just to be a little more clean and easier to manage if I just keep them in this automation because guess what, at any time I can go here in and view contacts. When I view contacts it’s [00:40:30] going to pull up every person that’s ever entered this automation. From there, let me actually use this one because I’m in. I can view contacts, it should only be me. Yeah, look at this. Oh yeah, yeah, yeah, I’m sending out emails so more people on the team are opening emails. They’re going to start getting emails from me saying, you haven’t opened an email in a day. I need to disable that.

Anyway, now I have my [00:41:00] entire list of people that have said, “Hey look, I’m interested in this event. I can do edit all and then do whatever I want.” Maybe I wasn’t quite ready to launch or maybe it was, I had it as now, join the wait list and they didn’t enter their email to join the wait list but since they visited that page, I know they’re interested, right, so this is a different level of marketing. I no longer have to wait for you to [00:41:30] fill out a form again. I know you’re interested because you visited this page. Let’s say enrolment opens again and I have an automation that just sends out two emails, spread out seven days apart saying, “Enrollment open, it closes in two weeks.”

I can now just go here and say add to automation. Select the automation and hit apply changes. Now everybody that was on that wait list is going to be sent. Now doors are now open so [00:42:00] this is why, excuse me, this is why I like to create buckets, just for that reason and it works really well for me. It’s been a great help for me in my marketing but if they’re not already a subscriber, you won’t be able to of course reach them. If they’re not a subscriber what I would recommend is using retargeting means. Using retargeting [00:42:30] whether you want to do it with Google, AdWords, or Facebook Ads, and pushing them to your registration page. That’s the way that I would handle both cases. In fact, let me disable this because people are getting, I forget other people are in my app. What I really need to do is send the … Okay, I’ll just keep that there. Okay, let’s keep going here.

All right, do you create [00:43:00] a separate email list for people who signed up for a particular program, of course [inaudible 00:43:04]. I guess, I kind of answered that one. One way is to use those buckets, right, but another way, it’s really up to you, Lorraine. Honestly, it’s up to you. I could see a case where adding them to a list would be easier for you. By that I mean if I go to list, I can easily see like platinum members, silver members, whatever, I could see that in a list. [00:43:30] Me personally I prefer to do it with tags. All right, membership levels, courses that they’re enrolled in, I prefer to do it with tags and here’s why. I’m going to tell you why.

I use a platform that allows me to set membership access based on tags, present on a contacts record. What that means is If you log in to my membership site and you don’t have the tag gold member then you won’t [00:44:00] be able to see content that is strictly for gold members, and I’s all based on the tags. What that allows me to do is better automate my membership levels and my membership access. I can have it to where I’m applying tags in a delayed fashion and every time they log in they’re getting access to more and more things.

I found that that works a lot better for me because now I can use ActiveCampaign. I can get more out [00:44:30] of my automation in ActiveCampaign to set my membership levels so it wouldn’t work for me using list because I can’t lock down content based on a list that somebody’s in. I need that tag. It’s a lot more dynamic for me but a list will work as well as a tag, a tag would too. I found that you could use custom fields like a radio button, gold, platinum, silver type of radio button. You could do that but [00:45:00] the most common uses are tags and list for that one.

This one, is there a way to set the system up to prevent people from receiving several emails, based out from multiple products and they’re on multiple list like they’re on other list so you don’t want them to receive duplicate emails. What I was saying in the email was like, let’s say one person is on all of these lists. All of these lists that I have are different products. [00:45:30] When I go to send the campaign, check this out. If I do … I think this is one. If I go here, here we go, and I go to list and let’s say, I select every less. I want everybody in my database to get this. Just by hitting send, ActiveCampaign is going to purge out the duplicate records so that person should only receive the email one time.

Now if [00:46:00] the person goes and sends the email once and he says to this list, and then they go back into the campaign and send another time to this list so like they send individual campaigns, three times to three separate lists, you absolutely will get duplicates if there are multiple list. Absolutely, which makes another case of managing your leads with as many other means of the list as possible like custom fields or tags.

Just so [00:46:30] you can span across all of the lists without worrying about duplication because a contact can only have a tag, one tag. You could be on multiple lists but you can only have one tag. I have a series on this. I created this series especially for that question in the podcast, these right there, episode seven through 10. Intro to personalization is just [00:47:00] pretty much I talked to you about how to scale personalization and then I give you tactics using tags, so segmenting your list with tags, segmenting your list for custom fields and segmenting your list with list.

I make a strong case for all of them and at the end of the day, spoiler alert, I’ll just tell you what the result is. At the end of the day you need to be using all of them. I prefer that you use the least amount of list as possible [00:47:30] and then do your further segmentation with custom field s and tags and in these podcast, I kind of breakdown why I say that and how we would look so that’s a resource for you all to listen at your leisure as well. I’ll try to keep them fairly short. As you can see the tags got … It’s 45 minutes. I mean tags was a big, it was a big topic so I hope these are very helpful to you all.

Every time somebody listens to [00:48:00] them, they come back and they’re like, “Oh my God, thank you, that cleared up so much.” I’m appreciative of that type of feedback so yeah. That is definitely a resource, and I think that’s it.

I would say, Lorraine, your challenge in moving from MailChimp is going to be just all of the possibilities that you now have. To prevent you from being overloaded, and honestly [00:48:30] using these office hours going forward as like your guide, because every week I’m here. Every Friday I’m here. I’m also here on Tuesdays too for an hour. If there’s something that you, “hey, how would you build this?” This is the perfect setting for that. Why hit your head against the wall, trying to figure out how to build a particular automation. We can just build it here and then I can share with you the link and you could just import it right into your account.

[00:49:00] Before we go there, I don’t want to get ahead of myself. What I wanted to say to you is, when you’re migrating from a platform like this, from MailChimp or any platform, this is a great opportunity, not only to do list cleanup but to also map out your processes. Get really clear on the things that you can’t do and the things that you can do that you need to do, that’s the first step, right? This is what I can’t do that I need to do. That’s really [00:49:30] your reasoning for leaving any tool because there’s a list of necessities that are not being met, okay? Then, what pushes you to move quicker is what you want to do. What you want to be able to do, right?

Right now you have a list of things that you’ve been trying to do that you can’t do MailChimp just is not giving you that ability. Map B clear on those processes. What do those processes look like? When I say be clear, in whatever means you use, [00:50:00] it could be you’re just writing your processes out like a paragraph, it could be you using sticky notes, it could be you white boarding, flow chart, whatever it is, just make sure you’re clear on your process because this is now going to become your blueprint to what you’re going to build in ActiveCampaign. Okay, it keeps you from getting lost because it’s a new tool so there’s already going to be a learning curve. If you have your blueprint, if you can’t build it, you can easily give me the process that [00:50:30] you’re trying to do and I could help you build it, but it all is predicated on you having that clarity in your processes.

Then like your wish list, like things I would also want to be able to do later and map those out. That’s really going to set you up for success in the next three to six months. By the time you’d be like, oh my Gosh, I should have made this move faster. What was I thinking, what would life be like? I can’t [00:51:00] never go back to [inaudible 00:51:01]. I use many email marketing platform before this.

All right, let me see. Katrina, Lorraine, do your opportunities and abilities with ACFR superior to MailChimp, I’m in the process of converting my eighth client over to …Great. Wow, thank you Katrina, all right, yeah, good job. This is a good connection too for you, Lorraine. Katrina has been in the trenches. She’s done it. I think I’ll be hunting you for a while. My head is smoking. [00:51:30] No problem, Lorraine. I take it all. I take it all. That’s what I’m here for. Awesome, Chris, great advice. Thank you, thank you very much on helping me if I’m being frustrated. Yes, yeah, you are right.

The wheels will spin so don’t feel bad. It happened to me and sometimes still happens to me. I’m just like wait a minute and I have to pull somebody else there. Trust me, I know how it is. That’s why I was excited about starting these. Yes, you [00:52:00] definitely have help. I would say, Katrina, if you have availability, continue to attend these. All right, Chris, I’m assuming you to go but I do have some questions. I can stay, Katrina. If you’ve got a couple of questions, go ahead and shoot them to me. Yes, yes, it is a super resource, Lorraine.

Lorraine, feel free to stay on. I understand if you have to take off but Katrina has a couple of questions. Yes, listen. It is [00:52:30] a sunny day here in Chicago after we have been hit with like two months of no sun so I’m in the best mood ever right now so you all couldn’t have picked a better time to ask questions. I’m just, I don’t know, I’m just kind of feeling the automation right now. I like building.

All right, all right, Katrina, feel free. Feel free to take advantage. All right, let me see. I’ll wait for [00:53:00] your question here and I’ll just clean up some of these, I’ll close this. Clean up some of these windows so we can start from scratch.

Let me know, Katrina, if you want me to let you speak if it’s easier for you to speak your question than type in. I’ll promote you to a, what is it called, panelist, so you can speak. [00:53:30] When I migrate my list from MailChimp directly or do I need to have everyone re-opt in? No, no, you don’t need to have everyone re-opt in but there is a process to it. Katrina, at any point, if you have some additional resources, that would help Lorraine in the migration process, I have one [00:54:00] that I want to show you.

We are doing this learning center so it is going to be a lot easier to find information going forward but let me see. This is one resource and this is another resource. In fact, [00:54:30] I need to update this so it links to that. This is the migration guide and I essentially go through like the steps that I recommend and why.

You don’t need to get permission again to send your emails but what I would recommend you do is first migrate your most highly engaged contacts and send them a couple of emails so you can establish a little bit of rapport [00:55:00] with us and then start sending to the rest of your contacts but this is a guide that shows you the process. For MailChimp you’re going to have multiple lists so I would export each list in the CSV and import. You can do multiple imports. It won’t create a duplicate record but you can start, instead of having all of these lists, you’re going to combine them to one list and start using tags to further segment them. It’s all in this article for you [00:55:30] though, but everybody doesn’t have to re-opt in.

The biggest thing is that people are responsive, and they’re reading your emails. That’s what’s really going to help your deliverability.

All right, I’m having … Yup, no problem. No problem, Lorraine. Katrina, I’m having problems. I’m having trouble customizing one of my client’s footers, okay, she would like to show the copyright followed by her organization list, [00:56:00] it seems. Yup, yup, yup. This is true, Katrina, this is true. It’s going to by default put in their company name, comma, email, I mean physical address. You should however, you know what? I would be surprised if this doesn’t work here. Let me go into the test. [00:56:30] Okay, yeah, that’s good. That’s good advice Katrina. Let me go into my test here.

When I go here to Design, right here you’re saying you can’t. I think it’s Alt G, yeah. You’re saying you want to put a copyright but you wanted to just in front of their business name because this is going to say, their business name, [00:57:00] comma, and then their physical address. Yup, we have that in the foot already but also I’m going to put in a copyright, my plus, all right. I got you, I got you. Yeah, yeah, yeah. I agree, I agree. Katrina, you bring up a good point. You bring up a good [00:57:30] point. Let me think about that.

We want to put in the copyright, my plus, already reserved. Yeah, yeah, I mean that would be good. You know what, the way to do it … okay, how about this? Maybe this is the way that … oh my goodness, let me just exit. I don’t want to mess anything up here. I think [00:58:00] this may be a good way for you. All right? Watch this. Yeah, yeah, I would definitely recommend adding that to the ideas. Here, watch this. If you go to Edit Message Variables, now you won’t be able to replace that text so it’s standard that the company, comma, [00:58:30] address, is going to display. As you mentioned it would be nice to be able to organize that or adjust that.

But if you go here, you can say, footer. Footer, Copyright and All Rights and we’ll just call it footercopy. You can put in here [00:59:00] whatever you like to say, Business Name. All right Reserved, and whatever else, to make sure it’s on all of the lists that you wanted to use it on. When I hit … look at that. You can even insert some conditional contains so that it display, but anyways, let me do that now. Whenever I take this, [00:59:30] personalization tag, I can go in here, Design.

Let’s say I wanted to write under my sender info … that’s above … I can now put that merged tag Then whatever value is in there, will always show. That’s another way [01:00:00] so … but those are top ways that I could think about. I could think about doing that right now and totally update that. Yes, great, great, yup. Glad that helped Katrina. Yup, so yeah, feel free to use them. They work through your emails too so you can have a signature line or maybe you … I don’t know. There’s so many applications to use those message variables. It’s kind of varied unfortunately so a lot [01:00:30] people don’t know they’re there but yup, that’s that one so.

I think we got one more question for me Katrina. I think that’s your first, yeah, just one, so feel free to shoot your other one here. Katrina, if you’re up for it I would love to do, maybe have you on the podcast and just talk about what you’ve learned as far as like some of the things that you’ve learned that have really helped you in migrating your clients [01:01:00] over. That way we could give your business some visibility to our user and listener based as well so, all right.

Watch Megan’s webinar? Yes, yes, I have a question with her webinar. All right, okay great. Katrina, as soon as I’m done with that podcast guest page, I’ll send it to you and make sure you have it. I should be done with it probably on Monday. All right. Meg’s popular automations. [01:01:30] You have a question on our webinar automation, all right, I’m ready for it, and as you’re doing that I’m going to prepare one of the … it’s actually the best blog post. Dynamic marketing. This one. This is my way of using webinars, building up webinars using ghost and fake conditions. It is the most [01:02:00] powerful way that I’ve seen. Everybody who downloads this automation and uses them loves them. I’ll send this to you in a minute. I’ll wait for your question now.

I can just copy that. I’ll put it in here now just for you to have and read at your leisure but go ahead and finish your question Katrina. All right, I need to create an animation for a client’s course [01:02:30] that begins in approximately one month, great. It needs to contain 10 emails, all right, but I want to make sure that the people who opt-in say a week before the … yes, oh my Gosh, this is perfect. You just defined the exact situation for this automation here. Okay, this is call my pre-event follow up, okay, let’s see, he’s using the same go plus date that many use in this case. Yes, [01:03:00] okay, so good. I’m so glad me and Meg are on the same place. I assumed we were but sometimes those webinars can be for specific case and I normally teach more general, yes. Let me just describe this. If you use a goal where you have a date condition as the goal condition that means people will never get the communication before the goal.

[01:03:30] Let me see how I say that. Let me pull up my mines up. It’s easier to talk through, actually seeing something. This is going to make sense. I promise you this is going to make sense. I refuse to leave without this making sense. All right, automations. I had this. Did I build it, Attended Follow Up, Pre Event Follow Up, there we go. [01:04:00] All right, so in order to do this, Katrina, this is what you want to do. The most important part is to start the automation of with a goal at the furthest time out. Okay, in your case, this is going to be one week before the event date. I’m sorry, one month before the event date.

What’s going to happen [01:04:30] is if they opt-in before the month, they’re going to be waiting here and then at the month when the one month mark passes, they’re going to get this email and then they’re going to wait for the next date but check this out. If they opt-in after a month, they’re going to be waiting here forever because this condition they have not met that goal condition.

In fact, they can never meet the go condition until [01:05:00] next year because we don’t have like the year, like it has to be 2015. They’re really waiting until next year to meet the condition of being one month before your webinar date so they’ll be stuck here so it seems. Now we’ve handled people who opt-in after one month, they can’t get this email. They can’t get this email because you know what’s going to happen? If the next goal is say, three weeks, before the webinar, [01:05:30] when it’s three weeks, they’re going to jump down to this goal and skip this email so that’s how this goal stacking works.

It holds everybody off that like I said, if they do it after so let’s say they do it three and a half weeks out. They registered three and a half weeks out, they’re waiting here forever because they can never achieve this goal and they never have a chance to achieve this goal because it half of the week, this goal [01:06:00] condition is going to be true and it’s going to yank them down here and then they’re going to get this email reminder. You see what I’m saying? Now you don’t care when they opt-in because your goals are going to take care of when they get the communication, because the only way to get this email is to register 30 days before, that’s the only way you’re ever going to get this email. The only way to get this email is to register [01:06:30] three days before, that’s the only way.

How I have them set up, let me just show you. I say one week before, I had event date is current date plus seven, all right, so let me see what you got, perfect. Okay, great. I’m glad it’s making sense. I have a goal for every email in the synch but yes, yes, yes, that’s exactly it. You’ll have a goal condition before every email that goes out and that now [01:07:00] you can. As you as the marketer, you could care less when people are registering, they’ll get the right communication based on when they register. This is something I worked with. This is one of my first project when I started at ActiveCampaign because this was automations for webinars should work and I was using prior to.

I don’t know if you all know, I used to work at Leadpages and do all the automation. I was the head of marketing automation there.

We [01:07:30] were using InfusionSoft and HubSpot and it was just impossible like I had to manually, no matter how much automation I use, I have to go in there, and like flush people out or move stuff around if they opted-in after a specific time. When I came to ActiveCampaign, there was just a few tweaks that we needed for our goals and date conditions. This blog post that I shared this is one of my first blog post when I have figured out how to do it in the ActiveCampaign using the features. [01:08:00] Now, I couldn’t run a webinar without this automation because this doesn’t just work for live webinars, it also works for Evergreen webinars.

To unlock the full potential of this sequence is you just need to make sure when people register, your date stamping the day of your webinar. Now, let’s check this out. Check [01:08:30] this out. Let’s say you had, the same event, whatever the event is, at two different times. You can use the same automation that’s on my screen. You don’t have to change the automation because it’s all going to be relative to whatever date is on the contact’s record. Let me tell you this stuff is amazing, right? You could have two different events running from one automation and all of the communication go out [01:09:00] at the right time. Crazy, using goals and emails, date, condition, goals and emails. Katrina is it wrong to get excited?

No, I guess you couldn’t consider me a power user. It still feels like, oh my Gosh, I love all of it, I love all of it. I guess I’m like the perfect storm. It’s one of the reasons why Jason [01:09:30] was excited about bringing me on because I have engineering background so I’m just a nerd. You just can’t get the geek out of me, right? I think it’s geek on or geek out, right? I guess we get to decide it Lorraine. You can’t get the nerd out of me and then you give me a tool like this, you couple it with my passion to really help people to teach this stuff. I just want to see you all be successful.

I’m a witness, so personally, all right, let me see. There were ACs [01:10:00] … Yeah. Katrina, I would say the same thing. In fact me finding ActiveCampaign was like a result of me just being frustrated like, you know what it shouldn’t be this hard. I was certified at InfusionSoft, I was using that high level … I’m just like, there’s just got to be an easier way. There has to be a way to do this easier, so. My dad’s a programmer, dude.

Yeah, oh yeah, you get it honest. You get it on honest, Katrina. [01:10:30] It’s in the blood. It is in the blood if your dad’s a programming engineer but yeah, so this is. I tell you, ActiveCampaign can go deep because of our flexibility … oh yeah, sure, let me get that blog link.

Because of our flexibility but for every business … there’s a link there … for every business you really just need a course set of very functional automations and [01:11:00] you will be amazed at just how far you can get with those. You’re very welcome Katrina. Yes. Lorraine, as you’re getting started do not feel any pressure at all. Do not put any pressure on yourself to say, “Oh I should know this by now. I’m moving slowly.” No. No, I’m taking you off the hook now, don’t worry about it. The best thing that you can do is just get clear on your processes and that [01:11:30] requires no tool at all. That’s literally just like you and paper.

Because once you’re clear on your processes, how to execute them with technology is 100% possible and you have all the help in the world so do so I definitely don’t want you to get hung up on that part, but the more clear you are with your processes, trust me the faster everything else moves.

Super place, there you go. Business analyst before [code 01:11:57]. Wow, yeah, this is … oh my goodness. [01:12:00] Lorraine, if you’re a business analyst before coding, oh wow, yes. You’re saying business analyst before code. I thought you’re saying you were a business analyst. I was like, oh my gosh, you’re going to have this analytic mind but yes, yes, absolutely. Anna, do the business analysis.

Most people that I see, oh wow, yes, so I was right. You’re going to be a force, Lorraine. You are going to be a force when you get acclimated but [01:12:30] I’m telling you if you scour the internet and you find people that are frustrated. Not just with ActiveCampaign, with any tool. It’s so easy to put the blame on the tool and I know it’s done.

I’m defending all tools now but specifically, in the marketing automation space, nine times out of 10, honestly, it points to a lack of clarity in their processes, but who wants to hear that when I could just buy another tool and have all my problems [01:13:00] solved, until they’re not. I go buy another tool so we definitely don’t want you all to go into that loop and I’m trying to save as many people as possible from that but it really does start with, like you said, business analysis and that clarity.

Honestly, that’s how, yes, exactly, Lorraine, lack of clarity. That’s how we get our best ideas. When you’re really clear with what you need to do and you come across it’s too difficult to do an ActiveCampaign, [01:13:30] are you not able to do it, those end up being the best ideas. Not the people who just want to use ActiveCampaign to figure out what’s broken or they come in with a preconceived notion that it should work a certain way and if it doesn’t, they start putting in all these ideas. We’re talking about users who are being good owners, good managers of their own business and processes. They know what they want. You know what you need to do. If you know what you need to do, [01:14:00] let us take care of the half. Yes, Katrina, innovate, yes, exactly, exactly.

Always ask how can I? Yes, you two. Oh man, you two have been on fire. We have a silent … I’m just going to call you out and no shame here. Oh it looks like you had to take off but Matt was here as well. Matt was getting the benefit of everything that you all were saying as well as everybody that didn’t [01:14:30] comment but some people dropped in and out.

Yes, thank you, Katrina. I appreciate it. You and Lorraine have been amazing on this session. Since it’s recorded, those of you that attended just was watching and had to leave early, you are amazing as well. You all are and remember this is your means of achieving success on our dime. When I was in college, I don’t know what I would have done without office hours. Being able to just [01:15:00] go and talk to the teacher.

The community has this place and studying at home in your own focus time, with your music going or however you study had its place but sometimes you just needed to talk to the instructor and just get some things cleared up. Hopefully, that’s what happened today and I really enjoyed you two. I enjoyed everybody. I enjoyed your presence even if you weren’t chatting so thank you so much and let me see. [inaudible 01:15:29]

[01:15:30] All right, great. Fridays seem to work really good. There’s a lot of good energy at the end of the week and it’s quite the way to start the weekend. Great, I look forward to seeing both of you on the next one or ones whenever you can make it so and don’t hesitate to email me.

Any questions? Yes, Katrina, you have a great weekend as well. Lorraine, you have a good weekend and I will see you all on Tuesday if you want to attend Tuesday or Friday. [01:16:00] Yes, thank you, thank you, thank you. Have a good one.