Office Hours – February 24, 2017

Recording of Office Hours hosted by Chris Davis on February 24, 2017.


Chris Davis: Record. Share screen. I want to share this one. Okay. All right. Now you should be able to see my beautiful mountain desktop, and for review, this is the question. Oh, I guess I should ask Katrina, are you okay with me showing it? If not, I can just read it. I can just read it. I don’t want to just assume. [00:00:30] Okay. All right. Thumbs up.

This is a question. I’ll summarize it for you all, but she would like a link straight from her email where clients can schedule. So in Vision, you send an email, and right in the signature line or something like that, there’s an opportunity to register for that event. Okay. That’s what I got from it, Katrina. So I don’t have to click a link [00:01:00] and go out of email and access a page, a scheduling page. I can do it right from within that email. So that’s the question, and it actually is possible. It is possible, but I think once I show it to you, it’s kind of like, “Oh, well that’s not worth it.” At least that’s what I thought, so I’ll show you somebody who sent me an email with that exact kind of scenario in place.

I received this email, and look at this. This was right down [00:01:30] in the subject line, so right from within the email, I could schedule a time, and I’m not sure what would happen now if I click it. What happens now if I click it? I think its role … Look at this. It still works. Wow. So anyways, let me not do … I was not trying to schedule [00:02:00] time. It doesn’t look like I can do anything. Oh, okay. I can just close it.

So from within there, you can select a time, and what it did when she sent it to me originally, it added it right to my Google calendar, it told me it was confirmed, and all was well. This is the functionality that I took away that you wanted to know how to do. So with that in mind, right here, Cirrus Insight [00:02:30] is the technology that does it, and here it is, and it integrates with Salesforce, so in order to use this with ActiveCampaign, you’d have to do like a webhook or something like that, or some custom development, and look at this.

So you can get started for about 19 bucks, but you don’t get all of the stuff that you really want, the mail merge and everything, [00:03:00] email sync. That’s going to be $30 a month and you’ll need some dev work, and not only that, but you’ll see that the location is UberConference, and when I looked at UberConference, this is why … What was I looking at? UberConference here. Look at this. Where is it? UberConference integrates with that Cirrus platform, [00:03:30] Cirrus Insight Integration, so that’s kind of like the trifecta you would need is that Cirrus platform, UberConference, and then some custom API work to make it work.

So with all that being said, I think it would be worth it just to have a line in your signature that says, “Schedule your call here,” and you click [00:04:00] “here” it goes. Yeah, I know. [inaudible 00:04:05]. All right, Katrina. Well, at least we went down that road. Let me see. What did I get wrong here? All right. Where’s everybody? Offer, the options … So are you thinking this right here? Everybody, I don’t promise to be perfect, but I do [00:04:30] promise we will get it right. How about that?

Here, where they have this option, and they can just click “register” and then it’s done. For booking and event direct … Oh, like a link that will create the event in their Google Calendar. I have seen … I was looking at something like that. Let me move this microphone. What [00:05:00] was it called? AddThis I think it was called? AddThis. I think they have … It ended up being tough for me because I was looking to do something similar where they can click the link, that hyperlink, and it would add the event to their calendar, their Google Calendar, and whatever notifications. [00:05:30] Event creation. Hyperlink. Ah, I just looked this up. This is crazy that you’re asking this. I was just doing research the other day. There it is.

AddEvent, that’s one of them, and there was another one, but essentially … See this was one … I think I did create an account, but there was one where you can add the event time, date, location, and everything, [00:06:00] and then it just gave you the hyperlink and you could put it in your email. I’m not sure exactly. I’d have to look at my other computer. All right. Features in the final [inaudible 00:06:15] is a widget. Oh, yeah. What you’re talking about, that’s from, like if I register for this one. This is 100% [00:06:30] Zoom. Let me just do this. Right, of course the host cannot register. How about that? I bet you I can register now. Buddy.

All right. [00:07:00] Yeah, so you mean this, right? This link, the “add to calendar”? Yeah. Yep, yep, yep. So that would be a platform like this that would, you see? It’s like the same type of functionality there as here, and who knows? This may be the same one that they’re using. So let me put this [00:07:30] in here for you, too. At least just check it out. You can just check it out. There was another one, though. As soon as I remember it, Katrina, I’m going to check my home computer because I was doing the research at home, and I’ll let you know. I’ll send you an email with the other one, but that’s essentially how you do it. You go to a platform like this, create it, and then, yeah. [inaudible 00:07:55]. I agree. I agree. A drag and drop add to calendar widget. [00:08:00] It’s almost becoming a necessity with more people doing business virtually, and using email, and setting up meetings. I agree. I agree.

All right. Lorraine, I believe I had a question from you. Where am I at? Here we go. All right. Lorraine, let me know if you would like to talk, or if you are okay [00:08:30] with me putting your question on the screen, otherwise I’ll read through it, recite the big points, and we’ll work through it, all right? In fact, okay. So feel free to ask. All right. Cool. Let’s go through yours, and I’m going to need my ActiveCampaign for this, and while we’re going through here, we’ve got some new people on, so I would welcome you [00:09:00] to jump in the conversation at any point. I won’t call you out. That’s not what this is about. Some people get a lot from just watching us work through issues, so participation in that magnitude is not required, however, I do always just like to make sure that you understand the extension for engagement is open to you as well.

At any point, throw something in the chat. This is very much interactive than just me sitting here teaching something or showing [00:09:30] stuff, so at any point, if you want to jump in, raise your hand, send a comment. One thing is to make sure that your comments are marked for everyone. So by default, right in the chat box, right above it where it says “two”, it should say “everyone”, but if it doesn’t, if it just says “Chris Davis”, make sure you click the blue button. So there’s a dropdown, and select “everyone” just so everyone can see your messages. [00:10:00] That’s all I ask there, and welcome everybody who’s new. I know Katrina and Lorraine, so I don’t want you to think like, “Oh, wait a minute, was I supposed to do something else?” We have been working through some things collectively for a couple sessions now, so yeah, so I know them, and I will get to know you all, too, as you start asking questions and engaging as well.

So let’s go from the top. A refresher, [00:10:30] Lorraine is migrating from MailChimp to ActiveCampaign. Last time we just talked through some of the processes. I equipped her with some podcast resources, some education resources just so she can wrap her head around the best way to do it without losing data or whatnot, so now Lorraine, I think we’re too into this thing, and she’s excited about ActiveCampaign, she sees the power, and it’s essentially about getting [00:11:00] her acclimated, so that’s where we’re at with Lorraine. So what I’ll do, Lorraine, is instead of putting the questions up so I don’t have to flip through tabs, I’ll read them, and just show you how to do it using my test account here.

All right. So with MailChimp, you put a link in your email to view the email online. You know what? That is a good question, and I will show you. Oh, what is going on outside? [00:11:30] Good old Chicago. It never lets you down. Let’s go on to Sasha’s. Is Sasha on? Okay. Sasha’s not on yet, but she did register, so she may be on later. Sasha is in Germany, I believe. I think that’s where she was. So if she could make it, that would be great.

So what Lorraine is talking about is most emails have, like, the “Having trouble viewing this? View it online” type text, [00:12:00] and let’s just do that. All right. The text will be something similar to this. “Having troubles? View this in your browser.” All right. Center it. It’s normally centered, and then I would go here. First, we could make this easier, actually. Message. You see this? [00:12:30] If you go to personalization, and if you go to message, you can get web copy. So this is the web copy of your email with social links, and this is one without social links, so of course, social links just makes it shareable. So I’ll do the basic one, and look at that. “Click here to see a copy of this.” All right. Click here to … So I’ll say this. View in [00:13:00] your browser.

Where did it go? Let’s try this again. Personalize. Message. Copy. Oh, there it goes. All right. So here now, we have a link that when someone clicks it, it will go to the web copy of the email, and you can update this copy, right? You’re not [00:13:30] stuck with this. Click here to … And we could say … In fact, it’s just easier if I go back and do that. Let me go to web copy. It’s easier to just customize here. Click here to view in your browser. These are called personalization tags. There we go. There. It’s perfect. And these personalization [00:14:00] tags, of course, merge data, so you have your basic contact fields. All your custom fields will appear here. Message-specific fields. These are specific to emails, so you can use these as well. If you want to put any of these links in, you can, and then social. You can add buttons individually, and there’s a few other ones like SurveyMonkey and Dropbox that you can use to [00:14:30] store your emails. But that’s how you would do that one, all right?

Now let me see, “Now that I have the AC plugin installed. I assume the code needed to be placed in header views page post. [inaudible 00:14:40]. Yes. I do not need to create [inaudible 00:14:44]. Information will be available at any time.” All right. Yes, yes, yes. You are correct. The question was now that she has the ActiveCampaign [00:15:00] plugin installed, does she still need to put the site tracking script in the header of her website so it appears on every page? And the question is “no”, because the ActiveCampaign plugin will do that for you, so you’re good there, and then next, she wanted to know, she doesn’t have to create a tag every time they visit a page in order to see later who took the action, and the answer to that [00:15:30] is “yes”. Yes, you don’t, or no, you don’t. No, you do not. That’s a double negative. So yes, you do not need to create a tag. You can always look in our segment builder and see who did it, who took that action.

So here’s what I mean. On the forms, when we go to integrate, you will be given the options, or you can go right in WordPress, but you can download the WordPress plugin. If [00:16:00] you download this plugin and put it on your site, it is equivalent to copying and pasting this code to the header of your website right here. This code. All right. So there’s two ways to get site tracking enabled. Just use the plugin, or you can copy and paste this into your website header so that the script is on every [00:16:30] page, and later, if you wanted to, since now with both your domain in there … Let me just make sure I clarify that because that’s … I don’t want you to … So remember, add your domain first. So, click “add”, then add the script, the tracking code, to your website.

Now tracking is active, all right? So let’s say a month from now, you’re like, “Oh, you know what? I’m updating [00:17:00] my ‘About Me’ page, and I want to send everybody the email that it’s been updated that’s visited my ‘About Me’ page,” because if they haven’t visited it, there’s no reason to tell them that it’s updated because by the time they see it, it’ll be their first time and it’ll be the most recent one. So let’s say Lorraine wants to email all of those people and say, “Hey, look. I just updated my ‘About Me’ page. You’ll find even more out about me and a special surprise,” right? “Click here.” And then they click.

So if I want to go to all of those people who [00:17:30] visited my about page in the beginning, I go to contacts, click on “search”, and I will admit, this is kind of hidden. Advanced search, it’s hidden. It should be more pronounced, but this is how you create your segments, and then I will go to “Site and Event Data” and say “has visited”, and I will say, “URL contains,” and I’ll just say [00:18:00] Right? And I’ll even put an asterisk. No. I don’t need an asterisk because I have “URL contains”. So anyone who’s gone to ever, I would hit search, and then what it would do is it would give me a list of people that meet that criteria.

Once I have my list of people that meet that criteria, I can then do an edit all, or I can save that out as a segment and send an email broadcast [00:18:30] to them that way. So that’s one. I would use edit all if there was an automation that you wanted to add them to, or some bulk action that you wanted to perform, but yeah, that’s how you would do it for people who visit. “How would I handle people want to leave their email to be notified of a course launch?” All right. “They are already on my email list. They are not on my email list. They want to receive my newsletters.” [00:19:00] Oh, okay. All right. This is a good case. So Lorraine is doing a … Remember everybody, if you have any questions, let me know. Just type it in or raise your hand, either way.

So how would I handle, when you’re doing a launch for your course, and the cart is not open, so you have it to where people can get notified the second enrollment is available for [00:19:30] them, all right? So in the first case, they are already on your list. Here’s what I’ve done. Since we don’t want to require their … You know what? I wouldn’t say we don’t want to require it. When someone goes to a page, so I traditionally would use a landing page, okay? A landing page with another form, another ActiveCampaign form that was called “Course Early Interest”. [00:20:00] Something like that, something descriptive, right? And that form I would then place on a landing page.

Now this landing page, I can send it to both new users and existing users. I shouldn’t say I can send it, but both new users and existing users can engage with this page or access this page, and the difference being is that I’m going to have an automation run that whenever that form is filled out, [00:20:30] they enter in that automation and get an email that just says, “Hey.” Matter of fact, let me not describe it. Let’s just build it out. So I will have an automation that runs off that form submission, and here’s why i would do it that way for both people existing on my list and not existing, because when they submit this form, I can run a condition and see [00:21:00] if they’re existing or not. Now how would I see if they’re existing or not? If you’re using List, you can easily do this. Actions and list. Right there. Right?

So if they fill this out, and they’re already in a list, then I can send them a different message than if they’re not. Another way to do it would be a tag. Like if [00:21:30] you’ve got the newsletter, like let’s say you wanted to differentiate from people who are receiving your newsletter. So this could very much be instead of a list, you could have a tag. Newsletter. Right? Hit “OK”. Now whenever someone submits a form, if they have this tag “newsletter”, it will tell them something different. It’ll say, “Hey, thanks so much for your early launch. Since you’ve [00:22:00] been getting my newsletters, you’re eligible for an extra 10% off,” or you know, but you can acknowledge the fact that you know that they were existing on your list by using whatever criteria after they submit the form to determine the language of the confirmation email.

Now if they don’t have this, you can talk to them like they’re new because they would go down this note branch, and you essentially say, “Hey, thank you so much for asking for early access or to be notified. [00:22:30] We’ll send it out to you as soon as possible. While you wait, would you like to receive my newsletter? I publish a weekly newsletter filled with amazing content, tips, and tricks. Click here to make sure you receive next week’s.” Right? And when they click that link and they say … Because essentially the link is saying, “Yes, I want your newsletter,” by clicking that [00:23:00] link, it should add the newsletter tag. So now they’re receiving your newsletter, and I think that will go into our next question when you say, “People want to leave their email address to be notified of the course. They are already on my email list. They are not on my email list and they want to receive my newsletter. They do not want to receive my newsletter.” There we go. So that handles both.

Here we go. So let me just put some placeholder emails in here so [00:23:30] we know, we just have documentation of what I’m talking about. “Welcome newsletter subscriber,” or we could say, “Newsletter,” or, “Current,” right? Because it’s not limited to just newsletter, it’s whoever’s already receiving some form of communication. They’re already on your list. [00:24:00] So we’ll have that placeholder, and then for this one, we’ll have a, “Welcome, newbie. Welcome, newbie. Sign up for the newsletter while you wait.” Yeah. I’ll keep it like that. That’s very descriptive. [00:24:30] “You wait.” Mkay. Oh my goodness. There we go.

So now we have one landing page, one page with the ActiveCampaign form on it, that when they submit the form, we’re going to look internally to their record and see if they meet whatever criteria you’re setting to know if they exist in your database, and then we’re either going to say, [00:25:00] “Since you already exist, welcome,” but now we’re going to say, “If you don’t exist, you’ve been added to the list. You’ll be the first to be notified,” and then I will put a link in there. I can make this visual. I can make this visual instead of you having to think about it. Watch this.

If they click a link, so let me [00:25:30] just complete this. It doesn’t make sense to get this far, right? “You’ll be notified.” I’m going to do something simple like that. I didn’t even need to put anything. It’s a habit. [00:26:00] And I’ll just add this link here. All right. I just need to have a link in here. All right, and then I can have a condition that says, “Have they clicked that link?” All right. “Actions has clicked on link. Welcome newbie,” [00:26:30] and it’s this link. Hit “OK”, and if they have clicked on that link, I will add a tag, “newsletter”. Newsletter, right? And if not, I’m not going to do anything. After I send it, I’m going to wait a day. I give them a couple days, and then check [00:27:00] to see if they’ve clicked the link, if they have, then they’ll get the newsletter tag and start receiving it.

“Does adding a tag newsletter to comply with anti-spam laws enough to prove they opted in?” Okay. So if you want to prove that they opted in, I would do that at the form level. If you want to confirm their opt-in, I should say, because if you do it at the form level, what will happen is whatever form is on this landing page, [00:27:30] and this is a very nice feature of ActiveCampaign. I will go to the list. Like let’s say we’re adding them to the master list, and I will make sure that the confirmation opt-in is on, that way, they’ll receive this email, mkay? And you can customize this email, and let me show you. If I go to edit [00:28:00] … I can customize all elements of this email. Everything, which is a bit feature. You can’t do that with MailChimp or any other platform, actually. You’re stuck with their static text.

So anyways, we can update any of this information, but when they click this link, that’s when this will be satisfied. So I know it looks like it says, [00:28:30] “Contact submits any … ” The form, whatever form I was looking at. I’m going to just say, “Walkthrough,” right? But they won’t actually enter this automation until they’ve confirmed their email. Okay? Now if you turn confirmation email off, then the second they fill out the form, they’ll immediately go into this automation. All right. So that’s how you stay within … [00:29:00] If you’re worried about the anti-spam laws and want to make sure everybody’s confirmed, turn it on at the form level, and then that form, when they submit it, they won’t enter into this automation until that link is clicked and they’ve confirmed that email, and then they’ll enter in. We’ll look and see whether they meet the initial criteria as preexisting, and then they’ll go through.

Now watch what will happen if they’re already on your list. If they’re already on your list, do you see [00:29:30] this confirmation link? I forget where we set the destination. Oh, that’s in the form settings. All right. So let me say “done”. So when they click that link, they’re going somewhere. So when they click the link, see, we can do “show message” [00:30:00] or redirect to our URL. If we redirect to a URL that says, “Thank you. Your request has been received,” or whatnot, whenever someone who’s already on your list, that has already confirmed their email for that list, if they were to fill out this form, they would not receive another email. They would simply go to this confirmation page because they’ve already confirmed. [00:30:30] We don’t ask people to confirm twice. They won’t get that email ever again for the lifetime of them being on your list.

So that’s how something like this will work because you just need one automation because the other work is going to be done for you at the form level. Filtering out who has confirmed and who has not, making sure they’re confirmed before they enter into this email, this automation, I’m sorry.

“[inaudible 00:30:59] has notify. [00:31:00] They also have to opt-in.” Yes, yes. So that’s the second question that you asked. Yep. “So based on the above case, should I add something to the contact profile to [inaudible 00:31:10] identify newsletter subscribers from those who may receive the email?” Yeah. I would do that with the tag. I would just use a tag to identify the newsletter recipients differently from the other people, other contacts in your database, and also you may want to do something like this. [00:31:30] Let me see if I … Text block. Can I put it under me? Maybe. I don’t think so. I think this template is columns. All right. That’s fine. What I’ll do is here. I’ll say, “If you no longer [00:32:00] wish to receive these newsletters, click here to,” I don’t know. We’ll just say, “Opt out.” I’m not as creative right now. All right?

So when I do, “Click here to opt out,” I’m going to have … You know what’s really good for everybody to have on their website is a general confirmation page, whether [00:32:30] it’s just like a green check mark that says, “Thanks, your information has been received,” you know? A thumbs up, whatever, just a general page, like Just general thank you that you can use, excuse me, in any instance where you just need to send somebody to a page that says, “Thank you.”

So for this one, excuse me, I don’t know where these hiccups are coming from. I’ll stick with [00:33:00] So when they click this link, they’ll go the page that says, “Thank you. Your preferences have been updated,” and what we’re going to do is remove newsletter when they click that tag, when they click this link. So they can still unsubscribe from your emails, but also you have a custom link that … Because the last thing you want to do is what if they just want to stop receiving newsletters, but [00:33:30] want to keep getting your regular emails or launches and updates? You’ll want to have this sentence there that says, “Hey, if you no longer wish to receive these newsletters, just click here,” and when they click there, it’s just going to take them to a thank you page that says, “Hey, your preferences have been updated. Thank you so much.” And in the backend, we’re going to remove that newsletter tag so that they no longer … Right here. Remove the newsletter tag so that they no longer receive those newsletters.

So that’s [00:34:00] how I would do it to remove it, to opt out. Yeah. So I hope that makes sense. We got through all those questions, Lorraine. Those were good ones. All right. Here we go. Another quick question. “Is it best practice to send an email to my list to let them know I’m switching service providers? Will they need to update the white-listed friends list?” Yeah. “Friends list with [inaudible 00:34:28], will it look like it’s coming from me?” [00:34:30] All right. I am not a fan of updating my people to let them know I moved. A lot of times, they just don’t care honestly, and it’s a waste of email. It’s just not one of those things that is important, and a lot of people, honestly, depending on your market, a lot of them think my emails are coming from me personally, so when I tell them, “Hey, I just changed systems,” they’re like, “Huh? What system? What are you talking about?”

Now us as marketers, [00:35:00] we know what that means, but depending on the level of intelligence of your audience, that may not be clear to them, and it may just introduce some confusion that they wouldn’t have had, plus I just feel like, I don’t know. I don’t know if it’s the … I just have never felt like that was an important thing to send people. Now will your email look like it’s coming from you? Yes. Your email will look like it’s coming from you as long as you set [00:35:30] the from address. Let me show you.

I’m going to pull up this Outlook email, and let me find an email that I sent to myself. All right. Let’s look at Kelly’s. [00:36:00] This is Kelly O’Connell, and you see it comes from because that’s what she used in the from settings in the email builder. I know sometimes Gmail will say, “From so and so on behalf of … ” And then it’ll show ActiveCampaign. Let me see if I can pull that up, but for the most part, to answer your question, [00:36:30] yes, it will show as if the email is coming from you because the email is really coming from you. I don’t have one. That’s okay.

All right. So I hope that … Let me see [inaudible 00:36:50]. Okay. Yeah. That’s everything. That’s all those questions, Lorraine. Let me know if anything was unclear. If you need [00:37:00] just some more insight. All right. Awesome. Yes. Great, great, great. “Have you decided where to post the Office Hours replays?” I am working hard. You know, the thing is, it requires dev work to create a page where I can embed them, but trust me, I am really close. I am really close going through the podcast experience, trying to get a podcast page up has defined a process, honestly, so [00:37:30] that should be coming soon. Just bear with me, Lorraine. All right. And you know what? It may start out with me just uploading them to Zoom, and then sending out a link to it. All right.

“The reader would have to check the email’s source code to actually realize it was sent … ” Yeah. Exactly. Yeah, yeah. Katrina, you’re right. You’re right. They have to be really savvy. They have to know what they’re doing. “A link would be great for the [00:38:00] interim.” Okay. So how about this? Let me upload these to Vimeo. I’ll upload them to Vimeo, and then I will create a document that has all of the replays, and I’ll just give you all access to that document, and for now, you can click the link and go watch it on Vimeo, and then going forward, we’ll be able to maybe do it more formally, and have it on the actual website.

[00:38:30] And too, another thing, Lorraine, when you’re doing this, since you will want to put this on every email, you could add this line as part of your … What do you call it? Part of your template, part of your email template, and just make sure you copy that template every time you send a newsletter because you will want to have this line in there every time, or you can save this content to the library. We’re going to say, “Newsletter opt [00:39:00] out.” It’s better. It’s strong to do that because now look. If I grab and drag it, this is for any email I build at any time. Now it’s there. So if I’m sending a quick one-off, whatever communication I’m sending to my newsletter people, I just want to make sure that this is there, that newsletter opt out. So that’s how you do it, and what I did is I went to the gear and clicked [00:39:30] “save to content library”, and to get to the content library, you select “saved” right here, and then it’s all of your modules.

Yes, Katrina, very time saving, especially for use cases like this. Do it once, save it out, and then you can add it to as many of the emails going forward as possible, and it’s like a fail safe if you do forget to start [00:40:00] from a template, and you’re in the email, and you’re like, “Oh my gosh, I need that link,” and you don’t feel like … Sometimes, you know, you’re just lazy, right? And lazy not in a bad way. Like if you’ve already done it, you don’t want to start from scratch. “So I’m working from a template to copy each week.” Yes. Great. Yeah, yeah.

So Lorraine, this would give you an extra layer of security just in case you’re moving fast and you forget to copy it, copy the old template. [00:40:30] Yes, smarter, not harder, or lazy. Yes. That’s it. That is it. You have to help yourself because I was sharing with my team member, her name is Jamie, and we were talking about modes that people get in, and sometimes you’re in that mode to just get things done, like execution mode, right? So when you’re in execution mode, the last thing you need [00:41:00] to do is be off guard with the process that throws your flow off. Like, “All right. I’m in execution mode and I’m going to create this email and it’s going out.” And then you get to the email, and you’re like, “Oh, yeah. What was that link again? What was the text that I used?” Well, now it’s right here, just in case you forget. You can just pull it over, stay in execution mode, and continue to crush it for the day.

So we have to set ourself up for success. That’s another part of [00:41:30] automation is making sure future Lorraine, future Katrina, life is easier as a marketer than it is today because of what you’re doing today or what you’re putting in place today. Yes. All right. Great. It looks like a few people … Yeah. All right. Yeah. We have a few people still on. Listen. It’s okay. I’m hoping that all that you’re listening to and [00:42:00] witnessing is helpful to you. Like I said, don’t feel intimidated by any means. Put something in the chat. Raise your hand or whatnot. That’s fine, but what I’m finding is that the questions that I get are so good, and walking through them instead of just giving a stale answer like, “Yes. You can do that. Sure. Just go to your form and enable confirmation opt-in,” when I actually walk through it and show it, I get a lot of emails from people [00:42:30] afterwards saying how helpful it was and how they’re really just getting started and how they’ll be back next week, so that’s fine, you all. Just as long as there’s value given.

We are 10 minutes away from our one hour mark. All right. “Going through the walkthrough has really helped me to rewire my brain.” Yes. Yes, Lorraine, and that’s why I do it. That’s why bringing open the app so you can not only know where this [00:43:00] stuff is at, but you can get a gauge of the level of effort that’s required, right? How easy was that for me to hover over this gauge and hit “save to content library” to now having something I can easily just drag and drop at any point? Just one last thing that you have to worry about and remember, but at least now you see what that process entailed. It didn’t entail you going somewhere else in the app, creating it, then coming back in the automation builder and adding it.

A lot of these [00:43:30] things, once you see it done, you’re just like, “Oh, okay. I could do that.” Just like the personalization tags, using those to create that web copy link. You see how you can do it, and when you click it, the prompt comes up, you can change the text, hit “OK”, and then it just inserts the link for you. Yes. Yes, we’re 10 minutes out, and I’m here if you need me. [00:44:00] If not, if you all would like to end a little early today, that’s fine as well. Just want to make sure you go into the weekend with some momentum and the champion’s mentality. Feeling that you can conquer anything in your business with ActiveCampaign because you really can. You really can, and I’m always looking for interesting use cases and more simplified ways that people are using the platform, [00:44:30] and one automation, please, somebody mentioned this. I can’t remember where they mentioned it, but I feel guilty because I didn’t have this automation running in my personal account.

In fact, we’re going to do this. We’re going to do this. If you want to follow along, please do. We’re going to set this up right now, because like I said, I felt so convicted because a couple Office Hours ago I showed you all this timestamp trick, [00:45:00] and here I am not using it to its full capacity, and I just couldn’t believe I would do something like that, so we’re going to do it right now. And what this is is last webpage visit. Okay? This is so easy to put in place and it’s so valuable, everybody should have this. All right. So create a date field and call it “last site [00:45:30] visit”. All right. I’m going to call it “last site visit”. You can call it whatever you would like. We’re going to go into automations and what you’re going to do is create a new one, and your start trigger … Yeah. Katrina, you see where I’m going.

We’re going to the web page has visited, [00:46:00] and this is going to be your account, so, and what we’re going to do is add an asterisk, so any page on your entire website, any page on your website, if they visit it, and we’re going to run it multiple times, okay, multiple times, add start. We’re going to go to contacts and do “update contact”. Go to [00:46:30] the last site visit, last site visit, and timestamp it with the current time. That’s it. That is it. So powerful. Let me activate it. Go here. Site visit timestamp. That’s what I’ll call it, and in fact, since I have multiple timestamps, let’s make it modular and do something like this. [00:47:00] Timestamp. So now I’ll name all my timestamps like this, and they’ll be easy to find, and they’ll be grouped. So let’s do that. Okay. “After I added the last email … ” Yes. [inaudible 00:47:14]. Yes. Great, Katrina.

Yeah. Now this is one more. I can’t believe I overlooked this, but let’s just think about this. I can see, because you know we have site messaging that’s coming out of beta soon, so [00:47:30] check this. Oh my gosh, I’m trying not to get too excited, but look at this. We’ve got the last email open date. What would that tell you if they haven’t opened an email in awhile, but they visited your website within the last three days? That is a key indicator to say, “Okay. They may not be reading my emails as much as if I sent them a message on my website.” And it’s like a key. Like, “Okay. I’ll just send a site [00:48:00] message with the same type of email content, but since that’s where they’re engaging, and I know from these simple timestamping automations, I can now reach people where they’re at with respect to my web assets,” because remember, it’s not uncommon for people to have multiple websites. So maybe there’s a particular website your leads are visiting more frequently. Like this automation [00:48:30] is so valuable.

In fact, let me put it in the chat just so you don’t have to create it from scratch since I did it. Timestamp site visit. Share. All right. Close. And I’ll put it in there. Boom. “Perfect to use as a trigger if people have stopped [00:49:00] visiting.” Yes, absolutely. “You can send them a campaign tip.” Oh, yes. See? There you go. There you go. I wasn’t even thinking about it the other way, too, but people who have stopped engaging with your website. My mind is going crazy now. Oh, wow, because we’re really opening it up. Let’s think about it, right? And you know what? This is the power of marketing automation. We should be able to [00:49:30] think beyond just email. I mean, we’re not one dimensional. We’re not limited to being one dimensional. We should be able to think beyond email, and there’s other factors of how people are engaging with our company, our company’s web presence, that we should be able to pay attention to an easily act-on.

So there’s no reason why you shouldn’t monitor, use an automation like this, and monitor it, and see, “Okay. Wait a minute.” And remember, [00:50:00] what you’re mentioning, Lorraine, if I wanted to do that, like, “Oh, you haven’t visited my site in awhile,” now that we have it in a date field, we can always do date based on the last site visit, or we could say “30 days after the last site visit”. Check it early in the morning. Now I [00:50:30] can say every time 30 days has lapsed, if I want to do a once, like the first time, like it just happened once, I can do the first bubble, but if I want to do it every time, every single time you fall out of visiting my webpage for 30 days, maybe I want to do something, but since I have that condition, 30 days after the contact’s last site visit, I can now do it. I can have 30, [00:51:00] 60, 90, however many days, and it may be just a tag that we have. “Hey, 30 days followup.” I don’t know, but either way, it’s an easy means of keeping people engaged.

All right. “If you have multiple websites, how do you tell which site the timestamp refers to?” Great, great, great question. So let me add multiple websites really quick just so you can see [00:51:30] what I mean, and just so you know, if you have a domain, like, and then you have, and that /blog is another WordPress install, you would need to put the ActiveCampaign script on there, but since it still shares the main domain, you wouldn’t have to add it. I say that. [00:52:00] That was kind of complicated. Let me show you.

So if I do, look what’ll happen, and I go to “add it”. “The domain is not valid” because it goes off your root domain. As long as it’s ActiveCampaign, you’re fine, but you just need to make sure that you put the tracking script on your /blog extension if it’s another WordPress installation. That’s not uncommon. So us,, this [00:52:30] is one WordPress site, but if I type “blog”, “/blog”, this is another WordPress install, but it’s still on This is very common. People do this all the time.

So anyways, let me get back to your question. Let’s say I wanted to … Let me put my name on here because I know that’s a safe domain. All right. So now I’ve got two domains. [00:53:00] When I’m setting up my timestamp, the way that I know which is which is when I go into add that start trigger, you see that? It’s going to pull all of the domains that I have added to my account, so essentially, you need one of these for each domain. So now that you say that, oh, I love [00:53:30] you. You all’s questions is great. So now it makes me realize I need to be more specific with the site that they’ve visited. This is it right here. This is the process. This is the process you implement and optimize.

So we can say “ActiveCampaign, last site visit”, okay? And then if I had a different address, another [00:54:00] website, like me, I use my name, I could do “CD:last site visit” as a custom field, and then when I go into the automations, I’ll have an automation for each web asset to timestamp that for me. And that’s how you would do it using that drop down. So you can determine which website you want to track, you want to track right here, and then boom. [00:54:30] I can do that. Yes. So make sure that is in at least, bare minimum, on your main website, whatever website gets the most traffic, please put that in there just because it’s so easy, and especially if you’re using our Chrome plugin.

If you’re using our Chrome plugin, you’ll know that on the left side, it creates a side bar, so if a contact that’s in your email database emails you, [00:55:00] on the left side, it will display all of their contact information. It’s like a CRM in your email, a client, and there you’ll be able to see your custom field, so while you’re responding to this person, you have all the information right there. You can see if they have the tag “newsletter”, the last time they visited your website. You have all of that, and you’ll be able to now put that into your email response to make it more accurate, because maybe they’re asking something like, “Hey, I can’t log-in.” [00:55:30] And you see they haven’t visited your site in awhile, and you say, “Hey, well it looks like you haven’t tried in awhile. What were you experiencing back when you did try?” Or something. “We’ve updated since then. Can you try again?”

It just allows you to be a lot more targeted, even with the emails that you’re writing emails manually, and that’s the Chrome plugin, that is the Chrome plugin. You can get it from the Chrome store. Yes, Katrina. There is one. Watch this. I think [00:56:00] in Chrome, you can go to extensions easily or something like that. I should know this, but if you just type in “ActiveCampaign Chrome plugin”. There it is. And I will put this link in here for you all. Boom. And look. This is it right here. So it appears on this sidebar of your email client, and you can see everything. You can see their tags, lists, [00:56:30] all of the information, and you can even add them to automations from within your email, from within your email. It’s crazy. But yeah. It is free. Use that link ahead. Everybody’s writing the comments. Yeah, we resolved this. Oh, that’s an old comment. I was going to say. Yeah, we resolved that one. Yeah. Look at that. Super cool. Yeah, good ratings.

[00:57:00] So yeah, the plugin is indispensable when you’re using us, because like I said, it turns your email into a CRM, and it doesn’t interrupt the flow at all. On the right side, you have ads from Google anyway. We just go right over that as long as the contact email address matches an address in your ActiveCampaign account, and from there, can you imagine, “Hey, I didn’t get it,” and being able to just add them to an automation [00:57:30] that resends the email, or tag them to start a flow or something all within your email? So yeah, the ActiveCampaign Chrome plugin is a gem. It is a gem.

So all right. I don’t think she made it on today. I had her website pulled up, but Francis … I had her website pulled up, but I didn’t see her jump [00:58:00] on, but that’s okay. Anyways, we’re at our two hour mark. If you all don’t have anything else for me, this was fun like always, like always, and we reconvene next week on Tuesday at 10:00 a.m. If you’d like to register for that one, take the weekend, do some work, break down some barriers, make some good progress, and reconvene on Tuesday [00:58:30] or next Friday would be the one.

I am here, so with that being said, thank you all so much for attending. These are always great, always fun, and thank you for nerding with us. You are very welcome, Katrina. I enjoy that you all allow me to be the nerd that I am at heart, and it helps, right? Nerds that help. That’s what the world needs, right? More nerds [00:59:00] that help. That’s t-shirt worthy, Lorraine, t-shirt worthy. Yeah, yeah, yeah. We do learn something new every single time, and trust me, I do, too, because that website visit, if Lorraine or Katrina, I can’t remember which one of you asked about the multiple websites, but I wouldn’t have even thought to label the custom fields specific to the website. So we all learned today. We all learned.

So thank you all so much. I hope you have a great [00:59:30] weekend. Relaxing as well as empowering. If you use the weekend to catch up, I hope you catch up far beyond what you’re planning, and if you use the weekends to catch up on rest, I hope you have a very relaxing weekend. Baseball’s back. Yeah, it’s on its way. It’s on its way. It’s coming. They started training camp, right? I saw on Sports Center they’re starting to show highlights, so yes, [01:00:00] baseball is back almost. Almost. All right. So have a great weekend. Stay safe, and I look forward to connecting with you all again on next week, next week. All right. Take care.