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Office Hours – February 21, 2017

Recording of Office Hours hosted by Chris Davis on February 21, 2017.

Transcript

Chris Davis: Hit record. All right, great. I’m ready to go if you are. Any questions that you have, like I said, there’s two ways. Last Friday, when we were doing the office hours, we were just using chat. Everybody was asking questions via chat, and that was fine. That was perfectly fine. You have the freedom to either raise your hand and talk through what you want to work through [00:00:30] or you can chat your question or type your question via chat.

I want to review, so, while I’m waiting for anybody to ask questions or raise their hand- I want to review something here that it’s an automation that I built last weekend that I think it’s- Let me show you. It’s about using date fields, and- There it is. I [00:01:00] call this timestamping. The more I use this, this is the most simple automation ever, but it’s so powerful, and there’s so many applications to it. It’s easily becoming like one of my favorite automations in that you look at it, and it’s just like, “Chris, it looks like you’re just getting started with this automation.” But, beyond, this is what I call like an alley-oop automation. It tosses the ball up there for you to just really slam home [00:01:30] a big victory.

What’s interesting about this and what a lot of people didn’t know, because I didn’t know, is, if I built this from scratch, what’s happening is, whenever someone reads any email that I ever send, I’m updating a field with the current date and time. This is why I didn’t know that this feature existed because, when you go to contacts and do “update a contact field,” and if I select a date field, you normally, [00:02:00] just by default, you select a date and time, like that’s standard.

When I was doing this, I wasn’t even thinking of using the current date because it’s never been an option in any other platform. But, when I got here and it was just like- Whoa, wait a minute. Current time? What does that do? I saved it out, and then it looks like this, and what’s going to happen is it’s just going to put the date, today’s date, or [00:02:30] the date of whenever they execute that action, it’s just going to stamp that date on their record. Now, I can have numerous start triggers. I can see when the last time somebody opened an email, a specific time of email, or visited a specific type of page, did a specific action.

The reason why, now, of course, ActiveCampaign, we track all of that stuff, so retroactively you can go [00:03:00] and get that information. However, if you wanted to do it specific to the date, it would be very hard. I mean you would have to get very granular in our segment builder. Instead, when you have something like this and I go to my twin brother, my fake twin brother, this is my virtual twin brother, Phil Davis, how much easier is it just to look and see the last day I’ve opened the email was February 13. [00:03:30] The last day I clicked an email was February 6. Like that reads so much easier.

And check this out. If you have more than one person that is looking at the data on a contact record, this is critical. Maybe that person is not as savvy in ActiveCampaign as you to build out these segments and do all of this stuff. They can just look at the contact record, especially if this is a sales process. [00:04:00] I mean the ideal flow, if you have a manual sales process beyond just you, the business owner, is to put as much information on the contact record so that anybody on your team can pick up wherever you left off or the previous person left off. I mean that’s the whole goal of sales.

That conversation, though it changes name and agents, the conversation should be fluid [00:04:30] through them all, like somebody else on your team should be able to pick up and say, “Hey, yeah. How was golfing that weekend?” because there’s a note on their account where I’d like “went golfing” or, you know. “Hey, I see that it’s been a few days since you’ve opened our emails. I just wanted to make sure that they did hit your inbox.” They’re like, “Oh, oh. Yeah, yeah, yeah. I got them. I just starred them. I’ve been so busy, and I’m going to get to them later.”

But, being able to have that consistent personalized communication beyond the [00:05:00] email, I think that’s the biggest thing that I’ve been trying to get a lot of our users to really embrace is marketing, communicating, relationship-building, sales closing beyond the email, beyond the email. I’m going to get a little philosophical here, but, when you think about it, as humans, we tend to operate at extremities when we don’t understand what we need [00:05:30] to do. If you take somebody who’s trying to lose weight and they don’t know what foods to eat, they will either get frustrated and just give up and continue to eat all of the wrong foods and they will try to starve themselves skinny. Both extremes are terrible. It will lead to bad health, and the only way to do it is to really educate yourself so you can operate in a healthy medium.

I say that to say, online today, you have [00:06:00] two extremes from people who don’t understand, and I’m not saying it in a negative way like, “You don’t understand!” It’s a learning process, but people who don’t understand email are more so traditional business users, so they don’t use it. They rely on these old, traditional marketing tactics. Then, you go on the other end. You have like the info marketer or the internet marketer. All they know is email, like everything is about email, and they’re on the other extreme. [00:06:30] ActiveCampaign is right in the middle saying, “Listen, they’re both important.” On one side, yes, you need to use traditional marketing strategies. On the other side, they’re saying, yes, you need to use email. But don’t operate at these extremities. Operate right in the core, right in the middle, where you’re pulling from some one side, pulling from another side, and really getting the best out of the application.

Let me see [00:07:00] here. The opportunities and ability to offer anticipatory and intuitive customer service to [inaudible 00:07:06]. Yeah. Yes, yes, Katrina. I will agree with that. Brian, I think you- In fact, everybody, I think everybody can see that because you typed it to everyone. But, yeah, yeah. Like there’s nothing better than when your prospects are anticipating more [00:07:30] from you. You can not only meet that anticipation or expectation but exceed it because you have all of the right tools as well as the right strategy. I mean that’s where it all starts, having the right strategy and then the tools to execute it. Yeah. I agree. I agree.

My push, and you’ll see it with all of the content that I’m creating, that we’re creating, I should said, as a department, it’s all about [00:08:00] keeping you all from the extremities in marketing automation, because that’s where bad stuff happens. Failure is at the extremities. If you want to fail fast, just take one thing and do it forever as if that’s the only thing to do. That’s your quickest way to fail in marketing automation because we are a space where, they say there’s more than one way to skin a cat, but cat lovers will be offended by [00:08:30] that, so there’s more than one road to success. It’s the more applicable term.

With all of those roads, it’s easy to get lost, pull off on the side street. It looks like it’s taking you somewhere. I want to keep you all informed. I mean there’s so much to this tool that you can use, but it’s really limited by your marketing needs and strategic [00:09:00] clarity. I will say these calls are best for that. If there’s something that you want to be able to do but don’t quite know how to do it, please use this call. Use this time to really talk through that stuff so that you can take that barrier off of you and continue to execute and grow your business. As of right now, that’s like my forever automation.

Oh, oh. [00:09:30] Katrina, I’m sorry. Let me see. Let me check my email. I guess, if I’m going to tell you all the email, I should check it. Oh, I did get it. Oh, I’ve got an onslaught. It’s got an onslaught of emails. Let me see here. [inaudible 00:09:50] … [00:10:00] I’m going to read this out loud so that everybody can- No, here. How about this? I’ll put it on that screen. Is that okay, Katrina? You let me if not. I can just read through it and just kind of talk through the answer, but, if so, I’ll put the email on the screen for everybody else to read it. Cool. Let me do this.

Let’s go through this question here. Great, great [00:10:30] signature logo there as well. What is the best way to add a preexisting list of contacts to a new automation. All right. Is this preexisting list inside of ActiveCampaign or is it in another platform? … Yep, already in, and just sitting [inaudible 00:10:59]. Okay. Great, [00:11:00] great. Using the bulk editor, you know what? This is one of my more heavily used features. I’ll answer your question, and I’ll tell you why for me.

Let’s just say, for instance, it’s a list. Let’s just say- I don’t even know what these lists are. Let’s say I’ve got a testing list. Let me get Phil out of there. I’ve got this testing list, and let’s say I want to add them to [00:11:30] this email. One day [know 00:11:35] opens email. What I would do is, if it’s a segment, I would go here and build the segment and get to the point where I have all of the contacts that I want to add that automation. Then, I hit “edit all” and then go to “add an automation,” add to automation, and then you can add them there. [00:12:00] You could do it that way. That’s the way I always do it.

Some people like to go into the automation itself and do like add a tag, create a tag, and then what they’ll do is they’ll go back to that, what is it called? They’ll go back to that contact page. Then, on the bulk edit, edit all, they’ll do add a tag, [00:12:30] and they will add that start tag so it triggers that automation. What’s the difference between the two? Well, if you do it the way where you’re adding a tag, you can then use the tag to see like what process they’ve been in. That may be easier for some people, but it’s really the same data because, I don’t know, let’s look at this, because I can also [00:13:00] see which automation is right below tags. It’s really up to you how you want to display that information. Yeah. [inaudible 00:13:10] Yes, right.

But check this out. Here’s one way that I like to use a combo of what you’re asking Katrina in sales. Yes, I’m going to give it to you guys. This is my [00:13:30] personal promo automation. Whenever I want to do like a web- Like I’ll call this an internal launch, a light internal launch, because this is not a big launch that thousands of people are getting, but it’s a very segmented group of people. Let’s just talk through this. At any point, you can ask your question. I’m just kind of using some of this disk space to give you all applicable examples that you can utilize in your business that work, that I know work.

Let’s say that [00:14:00] you have a product that you want to run a promo on, like maybe you want to give a discount for a particular time, or maybe you’re doing a price hike, and the price is going up and you want to offer it for a specific time, you’re doing some pre-selling, whatever the case may be. You’ve got a set of emails that you want to send out. Normally, what you would do traditionally, I should say, is you would create that email as a broadcast as a campaign in ActiveCampaign and send it out to a list, an entire list, or a segment.

[00:14:30] Then, after you send it out, you would go here. Depending on its performance, you would go here- I don’t know. I’ve not sent anything out here. You would go here and go into the resend options and say send the contacts who have not opened and read this campaign. That’s what you would do so that you would put that email back in front of them. That’s fine. However, that requires a little bit of manual.

What I like to do is I like to create my email [00:15:00] copy, start my promotion, and then go on with my life, whether it’s having time out with my family, whether it’s doing something else. The last thing I want to do is log in to ActiveCampaign like over throughout the week or the weekend and manually click on these resend options based on what they’ve done.

This is what I would do. I’m going to give you this automation. Oh, this is a good one. Again, it’s simple, but this automation alone, personally, has made [00:15:30] me thousands, and I’m not talking like $1,000, like tens of thousands of dollars every time I use it, and it will be yours today, at least the logic. You get to understand the logic.

I will either have a trigger or not. Most of the time, if it’s a promo, I’m going to have a tag because I want to know who received this promo so that I perhaps don’t include them on the next one or, if I do include them on the next [00:16:00] one, I could change my language a bit. All right? We are going to do that. I’m going to say tag is added, and I’m going to say office hours- Oh, no. Let me do it this way. I always like to be standard with my naming so, if I had more than one tag this name, I could find it on office hours. Now- Why do I keep doing that? Now, all of my promo tags will have pre-appended the [00:16:30] uppercase promo- I’ve got to move my keyboard here. It keeps hitting this caps locks. Tag: run once. Start.

What I’m going to do is send an email, and I’m going to call this my promo push email 1. I’m not going to build the email, but you all know I would have some copy in here that introduces what I’m offering, send them to a page [00:17:00] where they can learn more and potentially sign up. That’s this one. What I would do is I’m going to manually wait … I don’t know. I normally wait 2 or 3 days. It really depends what- A lot of times, I tend to send it out on a Thursday, and then, on Saturday, I like to send the reminder and then, Sunday, send like last chance. That’s just from my personal [00:17:30] experience, when I was at Lead Pages, those over the weekend promotions starting on Thursday ending on Sunday just worked really well, so I just, I don’t know, I kind of stuck with it. I’ve also done them early in the week and ended them on a Thursday or Friday, but my go-to move is pretty much Thursday, then Saturday, then Sunday.

With that, I would wait for 2 to 3 days. Then, what’s going to happen is I’m going to do the check to see if they opened [00:18:00] it. Now, watch this. If they’ve opened and- in promo push email #1. Now, I’m seeing: Have they opened it? If they have opened it, then I want to send them an email because, let me put this here so you all know that there is a goal. There’s a goal that’s going to stop this. [00:18:30] Customer. At any point, when they reach this goal, everything is going to stop.

Below, and I’m going to use wait until now. Let me denote that. I don’t know about you all, but, when you have goals in there, you have to click on it to tell if it’s wait and/or, [00:19:00] what is it? Wait and/or continue, so I like to put it in parentheses so that I know how my goal is configured. Now, at the top canvas, I can see that, oh, this is the wait state. If it was end, I will put end in there, and, if it was continue anyway, I will put continue. Just ways to make your automations easily readable.

Let’s say they received this email. A couple days later, I’m checking: Have they opened it? If they say yes, that means they [00:19:30] opened the email but have not bought. At that point … Well, there’s two things. Let me see it like this. Realistically, I really check on clicks. Let me do that, because a click is stronger, and I really want to identify those people who have clicked, has clicked on a link. There we go. If they’ve clicked, that means they’ve seen my offer. Essentially, what I want to know in a couple of days is: Have you seen my offer and you still haven’t [00:20:00] bought?

If you’ve clicked on the link, and it’s been two days, and you reached this point where it says yes, that means you haven’t achieved the goal. You haven’t bought. I want to send you an email specific to that. This is how I can get a lot more personalized. I can send a email that lets them know what they’ve done. This is I know you’ve clicked [00:20:30] email but not in a scary way. I’m not like, “Hey, I know what you’ve done. I know what you did 2 days ago.” Not in a creepy way, you don’t want to creep people out, but more in an informative way.

Now, my email I’ll send them is like, “Hey, so and so. I’m just checking in. I know you had time to check out the page or the offer. Hopefully, it was everything that you anticipated and more,” or whatever [00:21:00] you want to say. I’m doing copy on the fly, which I don’t recommend. It’s like people doing math on the fly. Then, what I’ll do is I’ll give them a more personal invitation. “I just wanted to let you know that everything you saw was true and that I’m taking it down this Friday. If you have any questions, feel free to email me. Just reply to this email. I will personally reply. Even if you want to talk to me, let me know, and I’ll give you a call.”

But I’m going to give them a little special love because [00:21:30] they’ve seen the offer and perhaps they just need a little bitty push. Maybe I’ll throw a testimonial in this email. You get what I’m saying? For someone to get the email, click on it, and look, that’s intent. They’re curious, like they want to know. At this point, I am assuming they just need a little more nudge. I’ll send that. Then, I can do other things. I can wait a day or so [00:22:00] and send another email. I could do that too.

But, if they didn’t- Check this out. If they didn’t click, what I want to know is if they opened. Here’s what I’m going to do. I’m going to essentially emulate what we just saw. They did not click, and they did not open, so what I’m going to do is I’m going to resend them the first email, but I’m going to change the subject line. [00:22:30] I mean is that not the exact logic that we just saw before? Ah, I shouldn’t have did copy, because copy means it’s going to be the same as this one. Send new. I’ll do this. Come on. There we go. Resend email 1, and I’ll say new subject. [00:23:00] There we go.

Now, I essentially have all of my logic in here. I don’t do much more than this. At this point, this is more than enough. You received two emails from me. If I want to, I can add an additional state and say, “Okay, you haven’t clicked, but you’ve opened.” I can send an email for that case as well. At the end of the day, [00:23:30] what I want to do is, wherever my longest path is, so we’ll see. We’ll see. We’ll say that. Why not? It doesn’t hurt. … In this email, if they didn’t click but they opened, I know they’re reading but maybe that, for whatever reason, they didn’t click, for whatever reason. I’m going to put a little more into this email because maybe they’re an [00:24:00] email reader. Maybe they just prefer to get all of their information in email, and, if they don’t have information via email, they won’t click.

For this person, I’m going to send them more of what’s on, whatever, my destination page. I’m just going to include that in the email and see if that is going to get them to click. If so, if they do, I can start doing all kind of other stuff. But I want to move this goal [00:24:30] to the bottom of it all because I have it configured to jump to it when it’s below the contacts position.

This is the initial framework that I used. I send the promo. I started with the tag, so now I know everybody who’s received this email. After a couple of days, I see if they clicked. If they have clicked, I’ll send them one more email that’s like, “Hey, look. [00:25:00] What are you waiting for? Like come on. Let’s go.” Then, if they have not and they haven’t opened, I’m just going to resend them the first email again. I’m just going to send that to them. Otherwise, I’m going to put a little more in because they opened the email but they didn’t click it.

What you can do is, if you want to send like one final email to everybody, [00:25:30] like after they’ve gone through their path, because, essentially, after 2 days, everything has been executed. Like they have one email, and, 2 days later, they have one of these emails. No matter what they do, they can only receive 2 emails within 2 days. That’s it. After that, if you want to combine all of the paths and like send them one last email, you could do this.

I’m just [00:26:00] now realizing this … [inaudible 00:26:08] Let’s say final date. Final date, and I’ll say continue- No, no. No. Sorry. Wait. What we can do is we can say the date and time is whatever date and time we want it to be. If I wanted it to [00:26:30] be February 28, I will say current month. It’s February. Current day of the month is, what’d I say? The 28th? 28th. I can even specify a time if I want to. I’ll say current time, in my time zone, I keep everything in my time zone, it’s [00:27:00] been 2 days, I want to send in the morning we’ll say.

Now, when it’s February 28 at 7am, all of my contacts are going to come to this position. Wait. When they do that, I’m going to just send them last call … [00:27:30] last call email. This promotion you can only get- You can’t get more than 3 emails. It’s impossible. It’s impossible for you to get more than 3 emails. Let me zoom out here. This is it.

I would literally go into- Whenever I needed to run a promo, I would just copy this automation, put all of my emails, because what are we doing? You’re going to write [00:28:00] the emails anyway. Since the emails are written and they’re in template form, once you have a framework like this, you just copy it, swap out the emails, make sure your [FLs 00:28:11] are pointing to the right emails and link clicks, and now you’ve got your promotion on the go, for the lack of a better term. You go into the segment builder to contact, under your contacts, and determine which segment of contacts [00:28:30] you want to go into this automation.

If I do my testing, and what did I use? I normally create my tags in the tag manager first so that they autopopulate throughout the application. Then, I will select all, add tag … The second I add this, apply changes, all of those contacts [00:29:00] are going to go into that flow and receive the first email. Yeah. That’s that. This could be very simple. Let me say promo push. Let me name it, and watch this. I guess I started off in the big and heavy, but it could also … Let [00:29:30] me see here. The people who get I know you clicked will still jump to the go despite-

Yes, exactly. Yeah, the paths don’t have to be connected for them to achieve the goal. Yeah. It’s a little different depending on platforms that you used before, because I came over from Infusion Soft, and that’s still kind of foreign to me because the paths had to be connected to the goal in order for somebody to go there, but, yeah. As long as the position [00:30:00] is under- Let me look at that. As long as this one, since I have it set to below contacts position, it doesn’t matter where they’re at, they’ll come here when it’s over, when it’s done, yep.

You could though- I’m glad that you said that because, if they reach here, they’re going to end the automation, so I’m glad you said that. [00:30:30] I do need a go-to to prevent them from ending this automation, so thank you for that, Katrina. I didn’t realize that, and I don’t know why. Look at this. 2 lines. I’m going to have to tell the product team about that. But, if I didn’t have this go-to action-

Let’s say I did this. Let’s say just [00:31:00] had to wait … I’ll do this too. I will do this. I will admit I’ll do this. I’ll wait for 10 days because I know it’ll be less than 10 days before they do it because, sometimes, I just want to peek into my automation and see where everybody is at. I don’t know if you all do that, like take a snapshot of your automation like at a certain day, just so you have like a journal of how that automation performed, but, if I do this … I just realized I do a lot of this type of [00:31:30] stuff, and people are like, “Oh, I didn’t even figure that.”

Let’s say I’ve run this automation and, 3 days later, I come in here, I will be able to see who’s waiting here, who’s waiting here, and who’s waiting here. I will be able to see that. Then, once this date passes, they’re all going to go through here and either be waiting here or be done [00:32:00] because they achieved the goal of becoming a customer. But I can at least get a quick snapshot on how my email is performed.

Just real quick, I jump in here and say, “You know what? I put 100 people in this automation a few days ago.” I go in here. It looks like 60 of them made it to this path, and it looks like 20 of them made it here, and it looks like 20 are here. Now, I know, just a quick look, like, “Okay. It’s doing pretty good because half of [00:32:30] them clicked the link.” Now, it’s just to see how many close, and then I won’t know that until, of course, after this last email has gone out and some days afterwards.

Then, I have not only data on the performance forever, because, in the automation view, it’s going to show you this goal. It’s going to show you that goal. You’ll see how many people have purchased, so you’ll know how effective that automation is, but you’ll also have insight because you took a screenshot in between time to see exactly [00:33:00] what branch your contacts fell into. That kind of data is priceless, and it’s only available if you were to build out your automations like this and do it in that form. Otherwise, you’d be asking everybody else on what to do about your list, which I think is the worst place to be. Like you’re the owner of your business and your leads. You should be able to know exactly what to do with your leads. The only way to know is to [00:33:30] watch, is to analyze what’s going on. These are just ways that I’ve learned to use ActiveCampaigns and make that analysis easy because we’re always on the fly. We’re always on the move as marketers.

Let me finish my- I think I got hung up here. Promo. It’s stuck. I’m having some problems with my ActiveCampaign [00:34:00] account. Here, you have the 2 lines, my copy, this is good though because this is what I’d do when these things … I’d do that. I’d just do this. I’ll just make this GIF or GIF, I don’t know, GIF, GIF, whatever it is, finish, and then I’ll send it off to the product team, and they’ll be able to easily fix it. Oh, that was [00:34:30] loud. Great. Oh, and look at that. Right when I threatened to tell on it, it acts right.

A more simplified version of this is simply you don’t have this. You send an email. This is exemplary to [00:35:00] this portion. Let me just do this. Let’s just start all the way. This right here is the equivalent of going to campaigns and sending an email to a list, our segment. That’s what this is. Instead of going to campaigns, I went to automations and put that same email that I would have [00:35:30] sent as a campaign into this automation.

Now, in the campaign sending process, when it asks me what list or whatever, instead of going to that list through campaign, I’m going to go through contacts. I’m going to go through contacts and select my list. Instead of going through like the campaign process, I’m going to use the bulk editor and say add a tag or add to this automation. At that point, when they’re added, they receive the email [00:36:00] the same.

There’s no difference from people getting an email from a campaign than through an automation. Absolutely no difference. One is not greater than the other, but a couple things that this benefits me is that I can now tag who received the email. That’s a feature that we have working on where you’ll be able to see which emails you’ve sent people. But, if you do it this way, the tag will tell you because it’s the start. Everybody who has that tag has started this promo, which [00:36:30] means they’ve seen this first email. You get a lot of benefits from doing it this way. This is my preferred way. I very rarely send campaigns honestly.

The second reason is because I very rarely just send an isolated campaign and I don’t want to do some type of action, like I’m always going to do some condition on whether my strongest one is always click, but some people like to go on opens. I think clicks show more intent. If you haven’t clicked, I’ll follow [00:37:00] up with you. If you have clicked, maybe I just want to make sure you saw it. There’s nothing wrong with just having [inaudible 00:37:08] there.

You know what? Another thing is this wait period really depends on your list. It depends on the type of people you’re marketing to and how frequently they’re in their email. You may want to wait for a whole wee. If the average time to open one of your emails [00:37:30] from your leads is like a week because perhaps you’re serving an industry that’s always moving, busy, that’s not as connected as others, that’s really what’s going to determine this time of wait. That’s why it’s so hard for people to get like a uniform day, like, “How many days should I wait between my emails?” It’s truly up to your audience.

I know my personal people who follow me personally, I have my own email list, it takes them 7 to 10 days to open [00:38:00] my email. I have a small group of people that, the second I send it, they open it, but it’s not uncommon like a week and a half later for them to say, “Oh, is this still available?” I know, if I want to run a promo, I should do it at least 2 weeks out for those late openers around the 10 day mark for them to say, “Hey, wait a minute. I still wanted this,” or I would have that built into my automated follow-up that [00:38:30] says, “Hey, this ended, but, if you’re seeing this, if you’re reading this, it’s over, and I extended it 3 days specifically for you.” I can do that with this automated flow.

I hope all that made sense. Let me know. There’s no shame in having me rewind and go through some things to get clarity. That’s the most important piece of it all. But, yeah, that’s [00:39:00] a good use case I would say of how to, of course, more than one way to achieve something but also do it in a way that’s easily traceable. Don’t just build an automation. Build an automation that you can easily trace and track the performance of. The ActiveCampaign app is going to be better at that going forward by default, but, as a marketer and business owner, it’s always [00:39:30] good to think that way when you’re building out your automations.

It looks like this was more of a show, show and tell office hours, which is fine. I hope this made sense and this gives you just another tool, another weapon to use in your automation arsenal. I am still determining what to do with the [00:40:00] recordings of these. They all are recorded. Oh, you know what? Let me put the link to the biggest one in here, just in case you want to dissect it or maybe put it in your account or try it out, improve on it. I by no means say this is like the way to do it, but it’s a way that’s allowed me to send promotional emails and follow-up emails without being tied to my computer. The best thing about [00:40:30] it is- promo push automation.

The best thing about it is, when I’m out with like my children or my wife, I get these notifications. I get like vibrating from my cell phone from an email that comes in, and it would be a sale. There’s just no better feeling. You’re driving down the highway going somewhere, and your phone’s vibrating, [00:41:00] and you can’t wait to stop at a stop light or get to your destination so that you can pull your phone out and look and see. Then, you pull up the email, and it’s like, “Hey, you’ve got a sale,” like it’s great.

Part of me does it like that because I like the random notification of sales. I don’t know. I don’t know if that’s vain, good, bad, whatever. It’s just me. That’s just who I am. I would rather get a random email that says I have a sale than like be in front of my computer and watching [00:41:30] my PayPal account or my bank account waiting for funds to be deposited.

Yes. I put the automation in the chat, promo push automation. Yeah, right. Right. You know what? Now that you say that, who wouldn’t want that? Sometimes, we can never get away from the reality that we really do create, we create the [00:42:00] reality that we want. It’s not that you’re going to buy a tool or get some strategy from some guru and all of a sudden your phone is going to be vibrating just crazily. You create that. You create that in how you build up your marketing and automation and everything.

I chose to get those notifications when I’m gone, so I will intentionally add people to my automations like before I leave the house, which [00:42:30] is kind of gutsy. Like, “Well, Chris, what if someone’s broke?” But I’ve done it so many times like, once an automation works once, I never rebuild from scratch. I just always copy it. As long as my email and my links work, it’s going to work. I mean that’s the power of reusing your automations, your technology, your logic.

I will. I will literally- That’ll be the last thing I do. I’ll go on ActiveCampaign and tag the contacts or add them to the automation, then I’ll leave. [00:43:00] I’ll leave and just enjoy my phone vibrating sometimes as a text message. It makes it even more better because I don’t know what to anticipate, and it’s gotten to the point where my wife enjoys it equally. I’ll just show her my phone and say, “Hey, look. I got another email,” and she’s smiling. Things like that. It’s already worthwhile doing it, but it makes it fun when you do it in ways like that and rewarding. Yep, [00:43:30] yep, yep.

If there’s not any more questions, I’m actually recording a podcast today, and that podcast is on how we approach- and, listen, you guys are the first ones to know this. You’ll see it next week or this week, how to approach user interface and the user experience. How are we approaching making the app easier to use? What thoughts [00:44:00] go into that? Because it’s a very convoluted subject. Some people will say, “ActiveCampaign is so easy to use.” Other ones will say, “Oh my gosh. I couldn’t find out how to do anything.” It’s subjective to the user and their experience. Someone coming from Mail Chimp, they feel a little overwhelmed, while someone coming from like Infusion Soft is like, “Oh my gosh. This is the easiest thing ever.”

How do you design an application or a user experience knowing [00:44:30] that? My thing is I think we’ll all be able to take away from this podcast and apply to like our websites, our membership sites, whatever we have control over of making because the user experience is everywhere. Though we’re in the application, it will apply to your website. It will apply to your membership site, your community. [00:45:00] Yes, yes. Great.

Katrina, I think it will be … I recorded one. The one that’s going live this week is on our CRM, so it will be next week. It would be next week around Thursday that this one will go live. I’m very excited about it because I love the user experience.

Oh, in fact, let me leave you all with one last tool. This is not an ActiveCampaign tool. Let me pull it up. But it’s free, [00:45:30] and it’s like your first step into the user experience of your website. Before you do this, just know, prepare yourself, people are not engaging with your web assets the way that you think they are. Just prepare yourself for that because this could be cringing when you’re looking at using this application.

This application allows you to record sessions of users on your website. What I traditionally used it for was for [00:46:00] specifically my sales page. I want to see where people are scrolling, where they’re stopping, are they clicking the button so I know how to adjust my copy so, of course, I can make more sales. But we can do this anywhere. You can do it on your homepage to see, “Are they even scrolling or are they reading? Are they skipping over?” It is absolutely amazing how people engage with your website, and it gives you direct feedback on the user experience that you’re creating. I would definitely recommend [00:46:30] trying this out: Hajar. It’s free at no cost. Just throw it on a site and see. You’ll be like, “Oh my God, how are they missing the button?” Then, you go change the button another color, and then all of a sudden they’re clicking on it. I mean nobody can tell you that. You just have to know how to analyze your following. [inaudible 00:46:52]

Yes. Yes. Multiple sites. Yes, absolutely. Absolutely. [00:47:00] Use this. Excuse me. The paid version I think has a little bit more like heat mapping and all kinds of stuff, but it’s critical. I mean, in fact, a tool like this is what helped me understand that I need to redesign the education center because I saw that some links, I mean people just weren’t using it like I thought they were, which is good. It’s not bad. All information is good because it allows you to shift [00:47:30] and make sure that you’re appealing to your audience correctly.

With that being said, I’m going to sign off here. I enjoyed today. My Tuesdays are a bit slower than Fridays, but this one is picking up, so I’m glad the word is getting out. Yes, you’re welcome. Katrina, you’re welcome so much. Katrina, I look forward to you being on these calls. I feel like we [00:48:00] have a lot of fun on these together [inaudible 00:48:02] everybody else: Brian, I know Michael was on here, a few other people, so I don’t want to leave you guys out either.

Listen to me: I encourage participation, but, if you’re a good intake type of person, like an analytical type of person, where you’re just sitting back taking it all in … Excuse me, I’m sorry. Then, maybe it takes you a couple office hours to really ask a question, that’s fine. That’s totally fine. It’s not uncommon for [00:48:30] people to attend these, not say anything, and then email me afterwards. That’s fine too. It’s all about you. I enjoy it all either way. I just want to know that you’re getting value from it. But, yeah, however you decide to take in, however your personality type is, that’s fine, 100 percent okay.

With that being said, we’re about 5 minutes out [00:49:00] from the top of the hour. I’m going to go ahead and start transitioning over to my next task, which is recording this podcast. Remember: Okay, so, by Friday, I’ll be ready for the page if you are attending these office hours calls and you would like to be on the podcast. I’ll have that link ready by Friday, and it will be 2-fold. You’ll be able to share your success, but we’ll [00:49:30] also be able to promote. We’ll be able to promote you. We’ll talk about your website. How can people get in contact with you? All of those things. It is a huge opportunity to get in front of our users and our listeners, a lot of small business owners. If that’s your audience, you most definitely will benefit greatly from the podcast. I’ll have that page ready by Friday. I’ll put in the chat.

I’m going to go ahead and sign off here. [00:50:00] I appreciate you all for attending, and I will see you on Friday.