Office Hours – February 28, 2017

Recording of Office Hours hosted by Chris Davis on February 28, 2017.


Chris Davis: This computer. All right. So now we’re effectively recording. We are ready to go. Let me turn this game down. There. That way won’t pick as much background noise up. But I like to be out amongst the people. Just has a natural flow. If it’s very distracting to you all let me know. Next time I’ll jump in a room where it’s nice and quiet. But yes, we are ready. If you have any questions, [00:00:30] anything, anything, let me know in the chat and I will address it here. And like I said, what I’ll do is … Let me pull up my account here. I’ll just use my account as an example, and in fact last Office Hours this is the automation that I shared. You know what? I want to flip. [00:01:00] I want to share this screen. Let me just share this screen instead. All right there we go. Even better.

Okay. So this screen, I’m sharing my screen, should be able to see my Active Campaign account. And I want to share something with you all that a lot of people didn’t know was possible. It’s a very powerful automation [00:01:30] and I just wanted to give it to you all. I don’t like to keep stuff to myself. All right. Site visit time stamp automation. Let me know, you can message me directly or everyone, let me know if you have an automation like this set up in your account. If not, this is your homework. Your assignment for today is get this automation bill. [00:02:00] And what it does is whenever a contact visits any page, that’s what this asterisk is, any page on your website, any one, what’s going to happen … We have … I created this custom field called AC: Last Site Visit, and it’s going to update it with the date of that current day.

So essentially what I’m doing is every time you visit my website, I’m time stamping your contact record [00:02:30] by populating that custom field. All right. So now at any point in time … I’m going to use this same automation, but let’s just say this was a new automation. Look at this date base. I can now do something like this on, let’s say, after. 30 days after … Where is it? Last site visit. [00:03:00] This top option means that it’s going to run one time a year. The bottom option means it’s going to run every time this condition is true.

So by default I always use the bottom option. And I click add start. This means that I can now, based on them having a AC: Last Site Visit date in that custom field, I can see who hasn’t visited my website in 30 days. I can change this to 60 days. I can change it to 90 days. And it will give you a good [00:03:30] feel for the engagement your contact database, how engaged they are on your web assets. Right? And the reason why I have AC: is because you can have multiple websites … Tracking on multiple websites.

So let’s say for instance, I’ll use you Deb just because you’re first panelist list. So I would have DB: Last Site Visit. And then let’s say you had [00:04:00], right? I would BF, like TBF: Last Site Visit. So I would have a custom field for every website, and then I could see at any point, I can have an automation run that just adds people if they haven’t visited my site for every 30 days. Maybe I’m a blogger and I’m always publishing content, and I want to send a monthly newsletter that’s a bit different. Or I just want to send some communication [00:04:30] to people who haven’t visited my site in 30 days and it’s a digest of the four posts that they missed, because I know they haven’t visited my site in the last 30 days. Kind of like a, “Hey, here’s what you missed.” And you know they missed it because they haven’t been on your site, because this automation kicked off 30 days after, and in 30 days you’ve created four blog posts.

This is also good for promotions. Imagine if you wrote a blog post, or you had a hello bar at the top, or some promotion running on your blog, [00:05:00] and the people who have not visited your site for 30 days they haven’t seen it. So now you have a group of individuals that you can reach out to via email, because you know they didn’t see the promo, and introduce the promotion to them. So this automation, why I love it is it sets you up. This is like in volleyball you have the people who set and then the other people that come behind it and slam it. This is just a setup automation. That’s what I call this. Because when you have this date field [00:05:30] published on a contact record there’s so much you can do with that.

So this is one that I recommend you all have. This is like one of the first automations I recommend people do and I’m going to put it in the chat just so you don’t have to start from scratch. Yes, I’m glad you like that. I agree. You know, it’s so simple that you can easily overlook it and be like, “Oh, yeah. It’s not doing much.” But when we really think about [00:06:00] it, it is. It’s very powerful. So, site visit automation. So I have put in the chat for you all. All you’ll have to do is change the name of the domain, the start trigger to your domain. So all you need to do is change this domain to yours, and you’re good to go. Oh, well I should say I would create this custom field first. [00:06:30] So let me just put the instruction down.

Say, step one create custom field. And that will be Web Abbreviation: Last Site Visit. That will be the name of the field. And then two, import … Oh, let’s do ensure site tracking is active. [00:07:00] Three, import automation. Four update start trigger URL. So if you follow those steps you should be good. If you have not done site tracking yet, it’s under … If you go to my settings under your avatar, and in here there’s a tab on the left that says tracking, what you’ll need to do is make sure that you add your domain. [00:07:30] So, click add, it will appear up here, and then copy this code and put it in the header of your website.

Every website that you own, every web asset, if you’re using a landing page platform you’ll want to make sure … I think Unbounce does something like, it would be Something like [00:08:00] that. You can put that domain too. Or if you’re using You can add that as well. Okay. I’m a beginner to adding codes to site. Where does that code go? Yes. I’m glad you asked. Deb are you using WordPress? All right.

So if you’re using WordPress, honestly the easiest way because all themes have different locations for their site tracking, [00:08:30] the easiest way to get it on WordPress without really having to copy … Oh, Genesis. Okay. Well if you’re using Genesis I can show you where to put it with Genesis. I have … It’s a good choice there. I have a WordPress staging site. Let me pull that up first. I think … Let me go to the themes and activate Genesis. [00:09:00] Genesis, activate. All right, so if I were you using this sample site that I have. Under Genesis you can go to theme settings, and then you’ll scroll down right here. Right here in the header script, you’re going to take this code, hit copy, command C, [00:09:30] control C, and go here and hit paste. You do that and hit save changes, and this will be now added to every page on your website because it’s in the header of your theme. So again, right here on Genesis, hit the theme settings and you scroll all the way to the bottom, and here you have your header and footer scripts. Okay.

So that’s one way everybody. The second way, if that’s [00:10:00] a little intimidating … Some people are very put off by a copied and pasting coding to confirm. Put it in the Genesis section. No, that’s the child theme. Put it in the child theme. Yes. I will put it in the child theme because is in this Genesis section right, it’s going to be added to both if you use it here. So the child theme and the regular theme, which of course they don’t ever want you to use raw Genesis, they always want a child theme. So you put it here, and yeah. It’s the best way.

So [00:10:30] the other way, if you’re not using … Like if you’re using a different theme or something like that, like I said if you’re just overwhelmed by that, look at this. In forms … Okay, so yep. In forms let me take this form. Any form you have if you go to integrate, you can download the WordPress plugin. And when you download the WordPress plugin, what it’s going to ask you for is your API [00:11:00] credentials. Your API credentials are found right here under your avatar, my settings. And you go to developer right here. You have the URL and the key. The plugin is going to ask for those two things. Once you integrate those, or copy and paste those two things, it will automatically add site tracking to your website for you. Okay. So the WordPress plugin is another way to do it. The WordPress plugin is really good for if you’re switching [00:11:30] themes because you won’t have to … Every theme has it’s own header code location, so using the plugin allows you to switch themes without having to copy and paste it back into the header of the specific theme. So that’s another way.

And I actually think that if I go to plugins, I think you can search Active Campaign here and get that plugin. [00:12:00] Let’s see. I believe so. Yeah. You can actually get it here. So if you search Active Campaign from within there. Use the one that says by Active Campaign. You install it, it’s going to ask you for your credentials … No, just walk through it. This is Office Hours. I get to show you whatever I want to help you out. All right. And let’s say it’s activated. Give [00:12:30] it some time. This is a dev site of my own that I play around with so it’s a got a whole lot of plugins and stuff that I would not recommend having so many plugins on a site. But, you know it’s for testing purposes.

And then over here in settings … So once the plugin is installed, you go to settings and you see Active Campaign. So go there, and there it is. See? The API, the URL, and key. [00:13:00] From here, copy and paste both of those. I don’t want to put this on my site but that’s what you would do. And then hit connect. It will connect. Web tracking will then be active on your website as well as some other features like easily embedding forms on pages, all of that so you don’t have go into Active Campaign, copy code and go back. So I highly recommend to use our plugin. Just makes life a lot easier. Especially if you’re using WordPress. [00:13:30] If you’re not using WordPress it gets a little technical, but it’s possible.

So like I said, if you all are using like a landing page builder, a lot of our users use Thrive Themes, Leadpages, Unbounce, Instapage, they all have header sections too. So you just want to make sure you put the URL of that application in your tracking. So like I said, if I was using Leadpages it would be [00:14:00] I would add that and then … Yes. I’m proud. You’re very welcome. You’re very welcome, Deb. I would that add domain and then when I log into Leadpages I would make sure that this script is in the header of every Leadpage. Same for Unbounce. Just say it was, because you know all of these platforms give you domains. Just like up here. It’s So you can put any [00:14:30] domain that you have access to the header script area, you can put any domain on your account and do some web tracking.

So this is … The technical term for this is cross domain tracking. And I say technical because if you were to try to set this up at Google Analytics, or some analytics tool, you would literally be pulling your hair out. I don’t have any hair, so it’s like I would be pulling my eyebrows out. It is so frustrating to do [00:15:00] cross domain tracking the right way. Especially if you’re a beginner. So we’ve made it really easy by just having you add all your domains to your Active Campaign account, put this code on there, and then we’ll be able to track every visit across all websites, across all pages everywhere. So really really powerful stuff. And again you couple that with this, and it’s going to give you a lot of information on [00:15:30] your contacts. From here you’ll know when the last time they visited is, but you’ll also be able to go to their contact record and see which pages they visited. Right?

So now what if there was a trend? What if I was looking at this automation … The other automation. Let me do this so I don’t confuse … So this I would do to open timestamp, click timestamp … [00:16:00] Let’s create one. I’m going to create one exactly like I said so you know what’s happening. All right. And I’m going to use a date based after 30 days after my site visit run every time. And I’m going to run it early in the morning when I’m asleep, so I can act on it in the morning when I wake up. Like, 7 AM or something like that. Right? So now … [00:16:30] 30 days site known visit. All right. Oh, here we go. I’ll do it like this. Site known visit 30 days. So I can create multiple ones where I want to do 60, 90, they’ll all share this same naming convention.

And what if I just don’t do anything? You actually don’t need an action. You know why? Because if I do this active, and two months later all I would need to do [00:17:00] is view contacts, and I’ll be able to see contacts that have entered here, which means they haven’t visited my site in 30 days. Now the thing about this is, this will be everybody who’s ever entered this automation. Right? So that’s kind of like your first view of all contacts, but if somebody visits your site, and they no longer not visited [00:17:30] for 30 days, they’ll still appear because they’ve gone through this automation. For those people, maybe you want to do something like this. Maybe you want to add a tag. No. AC. No site visit, 30 days. Okay?

[00:18:00] So I’m just going to tag them. Now if I’m going to tag them this way, on my time stamp, no site visit, what I’m going to do is I’m going to remove said tag. All right. I’m going to remove this tag right here. All right. So now anybody with this tag has truly [00:18:30] not visited my website in 30 days. Right? Because remember I can’t rely just on this automation going to view contacts because this is everybody who’s entered the automation at any point in time in the world. They could have entered it once, and then visited my website everyday after that, that it would not be accurate to them. Right? It wouldn’t be applicable to them because when [00:19:00] there’s no way to pull them out of this list once they visit my site. But if we use the tag, every time they enter that automation by not visiting my site for 30 days, they’ll get the tag. But then every time they visit my site, I’ll update the date and remove the tag.

So if you’ve got multiple tags, you can also do … You can remove … Let’s just say … I mean, I guess [00:19:30] what I’m really doing is creating a … Let me just copy. Creating like an engagement automation. A website engagement automation. And we’ll just keep going because I want to go up to 90 day. So watch this. So now whenever they visit we’re going to clear all those tags. Right? But if they don’t visit, [00:20:00] we can do this. We can do this. We can say, 30 days and then watch this. We can wait for 30 days, and then I can add the tag 60 days. Right? Because they’ve been inactive for 60 days now. And if I want, I can remove this [00:20:30] one. Do some tag swapping here. So that only one no site visit tag is active. And just to complete the thought and make it … Wait 30 more days then I can add the tag no site visit for 90 days. [00:21:00] There we go. All right. And if I do that, then I want to remove the 60 day tag.

I’m going to share this with you all. 60 days. All right. So now when I’m looking, I can log into this automation and the people who have not visited my site for more than 30 days are going to be queued right here. So in [00:21:30] between 30 and 60 they’re going to be waiting right here. Okay? Because remember, to get in here they’ve already been waiting 30 days. That’s what starts them. And they’ve go the tag, 30 days no site visit. Then they’re waiting 30 more days, so like I said between 30 and 60, they’re right here. And then at that point they now have not visited in 60 days. So I add that tag and remove the 30 day tag. And they’re waiting here, and in 30 more days I know [00:22:00] it’s been 90 days since they haven’t visited.

So what will happen with this is you can easily cherry pick the people. Maybe you want to easily reach the people who have been waiting 30 to 60 days. You can do that here. 60 to 90 days, you can do that here. Just give you a little more granularity, but for the most part you now have tags on their contact record that you can use to determine their … [00:22:30] Excuse me. Their frequency of visiting your website. Or you can go into the tag manager, right? Since I created these tags in an automation, they won’t exist in the tag manager until … I don’t know if you all knew that. They won’t show in the tag manager until they’ve been applied. We see that. So they’re not here because they haven’t been attached to a contact.

Now let’s flip it. If I [00:23:00] create a tag in the tag manager, it will auto complete throughout the application. And I’m going to prove myself right. Because look at what … I’m going to take my twin brother here. This is my fantasy twin brother. I don’t have a twin brother, but this guy looks just like me. Phil Davis. And what I’m going to do is add him to that automation. Oh, what did I call [00:23:30] it? Something visit. No. No site visit 30 days. I just added him to this automation. I’m moving fast, let me slow down. I’m just assuming everybody is at the same speed as me.

What I did was I clicked add. You can add people to automations from their contact record. Okay. So when I click add, it brought up all my automations. I selected that and hit okay. [00:24:00] When I hit okay it added this contact to that automation. All right. And you can see when you hover over it, the date I entered it and how much of the automation I’ve completed. So this one is 25%. If I click on it, it will show all the times I’ve entered this automation. Because if you have your automation set to run multiple times, one contact can go through it more than once. All the times that they’ve gone through it, you’ll see here. And you could either end their [00:24:30] progress in that automation or you can view their progress, or you can edit the automation. Okay? I’m going to click view, and watch this.

Now it’s showing. Look, contact is added to this manually. If I was not added manually it would show that I was added by not visiting the website for 30 days. So at this point I’ve gone, and this tag should be added. Let’s see. Let’s see. We’re goin to make an honest man out of me [00:25:00] yet. By the end of today’s cal. Look at that. There it is. AC not site visit 30 days. Okay. Will we see all of the contact information even if we do not have the CRM [inaudible 00:25:16] level? Yes. Yes. Deb you’ll still be able to see that, those automations. That contact view is not specific to the DO CRM.

So [00:25:30] if you go here, and there’s a yellow button that says upgrade to the new contact view, or DO CRM and you upgrade at your dashboard, now your contact view will look like … I don’t know where it went. Right here. This is the new contact view. Yep. So this is the new contact view. You just won’t have this DOs tab, nor with have this DOs tab. But you’ll be able to leverage this contact view. And [00:26:00] this may not be down there as well. But all of this, this is your contact information and the recent activity. We decided to make it kind of inverted. On the old contact view, the activity was in the middle as big as possible, and then on the left you had a little tiny area where you can scroll through your custom fields. We’ve made those custom fields bigger and made the activities smaller. So you don’t need the DO CRM to access [00:26:30] this view. Okay.

But I wanted to show you all something. So what I was saying, was remember this did not exist in the tag manager before I went through this automation. But now that I’ve gone through this automation it’s there. Okay? So I’m going to simulate. Let’s say it’s been 30 days. I’m going to skip this wait action. And now I’m down here. Let’s see what happened in the tag manager. Hit refresh. [00:27:00] And there’s the 60 day tag because it’s been applied. Now check out what happened too. This went from zero and this one to one. Because how I have it set up you can only have either the 60 day no visit, or the 30 day. You can’t have both. Right?

So with that in mind, every time I apply a tag it’s going to now exist in the tag manager. And [00:27:30] once it’s in the tag manager, it’s there. It’s there. So like if I go to an automation, a different automation, watch this. And now when I add a tag, it’s going to auto populate. If I do 30, see look. It auto populated for me because it’s in the tag manager. So that’s just something to know about the tag manager as well as skipping. Skipping steps. So I should be able to look at my profile and I should have the 60 [00:28:00] day tag and not the 30 day. Let’s see. And there it is. The 60 day tag is there, and the 30 day has been removed. So let’s do one more. Let’s just say it’s been 90 days. Skip that. And now I’ve completed the automation.

And what we’ll see is whenever you skip, see it’ll say, “User Active Chris skipped this action.” Whenever you do that … That skip is really good for testing, but now when I go to my [00:28:30] contact record and we hit refresh, I shouldn’t have the 60, I should only have the 90. There it is. It’s the 90 tag. So these tags, the automation is taking care of the swapping. It’s just applying the tags whichever one is applicable. So yeah. That’s that. And if I go into the tag manager, again keep me honest, look at this. One. There’s one in the 60 day. That should go to zero, and [00:29:00] my 90 day should appear in one. So you see it kind of just progressed the contacts through.

So now with all of these tags in place you can get a quick and easy view of the engagement. The website engagement of your contacts, right? What if half of your leads were at 90 days out, and then 30% was at 60, and then a very few was at 30? That would let you know, “Oh these people are slipping away. [00:29:30] You know, like my contact database as a whole, they’re starting to slip away. They’re starting to visit my site less frequent.” Just by going to the tags, right, and seeing it because we’ve got some automation set up that are doing the tagging for you.

So let me share this with you all since I’ve updated it. We’ll call this one … We’ll call it Site Visit [00:30:00] Engagement. Site Visit Tracker. How about that? No no no. Yeah yeah. Tracker. That’s what we’ll call it. Call it Site Visit Tracker. I’m going to give you all this one. Site Visit Tracker. Share. All right. Site Visit Tracker Automation. [00:30:30] There you go. All right. That was my example. And my favorite automation I like to share. If you have any questions or anything let me know. But for the most part that’s the good stuff I have. If you all don’t have any questions … If you have questions I’m still here. Like I said, any question is fine. [00:31:00] There’s no limitation to the … All right. Can you share your general tags? Yes.

The tags, now they will be in this automation if you import them. I think it’s going to be in this … When you import them it will import [00:31:30] these tags. It’ll import all of them for you. But to make it simple, more simple … I’ve got all these tabs open now. All right. I can grab them for you, and I’ll put those tags in here. Just do … Oops. Days. All right. There. [00:32:00] There are those tags that I created. All right. We have that. And yeah. Cool cool. So yeah, let me know if you all have any questions. If not that’s fine. A lot of people like to jump in, [00:32:30] look over the shoulder of others. Glean from others’ comments, and I’ll get emails from them later. Like, “Hey, great session. I had this question or whatever.” So okay. I got the tag. Could you PDF this [inaudible 00:32:46]. This is my best [inaudible 00:32:49].

Tag like a ninja. Is that the Barry Moore resource? The Barry [00:33:00] Moore … Okay, yes. That is an amazing start. If you … We have additional resources however, that will help you determine your own I think. Some people may not be able to quite follow that … Barry’s framework. I use a very similar framework [00:33:30] though. Let me see. Yeah yeah yeah. So this right, this is a resource we’ve created here in the education department and it essentially … Okay, great. Deb start here. Don’t start. That’s a good resource that they gave you, but start here. And this will give you an understanding of tags. All right. And it will give you your basic tagging, [00:34:00] naming convention. All right. Which is very similar to things that you’ve seen in the ninja tag guide. But we give a little more background to help you understand what kind of tags you should use before you go too deep. And of course, at the very end of this one, we do have a couple resources. Like you see, Barry Moore’s Ninja Tagging Guide. And then Danny McClure, he’s got a strategy too.

I will recommend reading this post first. And [00:34:30] I would also recommend this podcast. I did a series on personalization. So starting from episode seven. Episode eight was tags, episode nine was custom fields, and episode ten was lists. And each one of these episodes I go over how to use each one to segment your database because you [00:35:00] don’t want to rely solely on tags. You don’t want to rely solely on lists. You don’t want to never use custom fields. You want to use all three of them. And this podcast series shows you exactly how to do that. So I’m going to put each one in here.

So the intro is here, and then tags are here. And then custom [00:35:30] fields here, and then lists are here. All right. A lot of listening. But they’re like 30 minutes each. So you don’t have to go do it all today, but just kind of go through it throughout the week. You’ll get your bearing [00:36:00] on segmentation, and hopefully have a deeper understanding of how and when to use tags, custom fields, and lists collectively. So Deb, just curious. Who did you have your one on one with this morning? I’m glad you tuned in too Deb. As well as everyone else on, but yes I am glad. Okay, Rick. Great. Rick’s a good [00:36:30] guy.

All right. Yes, these resources Deb, I’m telling you with the automations I shared with you, these podcasts, that tag guide that we’ve created, the link that I put in here, you are going to start feeling so confident. And that’s everything. Confidence is everything. And you’re going to … When you … Listen what happens when you get confident. Everybody listen. When your confidence increases, [00:37:00] so does your creativity. Because with confidence comes this level of freedom. You’re no longer imprisoned by ignorance. Right? Or not knowing. Because when you don’t know something we tend to act in extremities. Right? When we don’t know something we either feel like we have to learn it all, or it’s so overwhelming we don’t learn any of it. And both are equally crippling, right? But when you start understanding things, [00:37:30] and you start getting clear, that’s when you start feeling free because now you’re not imprisoned by what you don’t know. You’re empowered by what you do know. Okay. All right.

[inaudible 00:37:42] Trial and couldn’t figure out anything. What are the basic … Yep. And I will be teaching these basics to my class [inaudible 00:37:49] that I learned the email program processes to teach. Absolutely Deb. Please leverage these Office Hours for exactly that. [00:38:00] You have your one on ones. They are amazing as well. I’m just saying to help you really shorten that learning curve, use this time, even if you want to talk over how to integrate Active Campaign with … I imagine you’re probably using a learning management system. Some form WordPress based LMS. How do we tie in Active Campaign with these LMS platforms so that you can create this seamless [00:38:30] teaching environment that your students can log into, easily follow along on the backend. You can track their engagement.

LMS is learning management system. It is the process of having courseware that you can track. Okay. So people would essentially buy a course, or enroll in a course through [inaudible 00:38:58] and then they have a student [00:39:00] account, and they’re going through the courses, checking mark as completed, done, XYZ, and at the end you can see … As an admin, you can see their progress. You can see which student is where, what they’ve completed. One … I think it’s called the … I have not used it. So I’m very reserved to recommend software that I haven’t used. So I have not used this. So I’m not saying I recommend it, or stand by it, but I just know there are quite a few [00:39:30] people that use this. And I believe they had a Active Campaign integration. I can’t remember where I saw it.

But … [inaudible 00:39:44] Quizzes, surveys, all of that good stuff. But anyway, let me just give this to you so you can look at it. This one is not WordPress based, but it does integrate with Active Campaign. Let me [00:40:00] just make sure … Active campaign. I’m pretty sure. Okay. It does through Zapier. But yeah, try that out. And there’s WordPress based ones too. Now this one I do have familiarity with. In fact I use this … I have used this, and use this one. This is a WordPress plugin so it’ll plug right in to your existing WordPress site. And you’ll be able to create [00:40:30] courses on your WordPress site and start tracking engagement. And this one is called LearnDash. All right. So those are some resources just for you to … If you don’t mind me asking Deb, how are your students currently learning. Are you doing webinars, or meetings, live meetings like webcast? How are they currently learning or training with you?

[00:41:00] And everyone else, just so you know you can type questions too as I’m talking with Deb or we’re figuring things out. If this is not … If this is brand new to you all, no worries. Ask your question. And when you’re asking questions you see where it says to and it says everyone, you can select it to all panelists, or specifically me [00:41:30] if you’re just a little shy to ask your question out loud. That’s fine. That’s fine. All right, I am just starting with courses. Everything is one to one right now. Okay. Great. That’s perfect. In fact, everything should start one to one. Because without the one to one, you don’t know what to systemize, right? So right now you’re doing one on one, and I would imagine you’re walking everybody through the same process. And as you refine that process, you’ll realize, “Okay. It’s really [00:42:00] these steps.” You know? “Oops I had step two at the four position. Let me flip it.” Yep.

So as you’re walking step-by-step you’re essentially, Deb because you sound very smart, you’re probably taking notes on the process. Right? Like, “Okay this worked really well. This didn’t …” And you’re refining it. Once you get to the point where it’s really refined, and you’re confident in you step, that’s when I would recommend looking at one of these LMS platforms [00:42:30] and thinking, “Okay. How can I scale my one to one?” Right? Yes. Deb, you are a user after my own heart. I love Evernote and I do the exact, same thing. When it’s a new process I’ve got Evernote on my phone if I’m mobile, I’ve got it on my computer. I’m writing notes, and then translating them into digital or just taking a picture of them. Yeah.

So once you nail the process, then it’s all about [00:43:00] systemizing right? We can’t build systems around broken processes. Broken processes break systems. Broken processes break systems. So once you have processes that are working, are functional, you’ll want to now systemize them. So what I’m giving you … Thank you. Thank you, Deb. I actually just came up with that now. I need to write it down. Let me write that down. Broken processes break systems. I agree [00:43:30] with this. Break systems. That is … I think that’s a tweetable. I think I can … We could tweet that. And ought to get some retweets and some likes. And feel free to use it yourself Deb.

But once we have our processes in place, we can now systemize it. Right? Because processes systemized are really the definition [00:44:00] of scaling. That’s it. There’s no magic wand that you wave at a business and it automatically scales. It’s proven processes that are systemized. And I’ve just provided one way of systemizing your process of learning. Or training. This one to one training in a system of like, an LMS system will allow you to scale one to one to … To go from one to one to many. Okay? [00:44:30] That’s essentially what I’m saying. The LMS, the learning management system, those are interchangeable. The biggest piece is that we know that we need to fine tune our processes so that we then systemize them. How do we systemize them? With technology.

Now the choice of technology we choose, like I said I’ve given you LMS. That’s a way of systemizing your process. So now you can go through all your notes and say, “You know what? Module one. Lesson one. I can break down into these steps, or these topics.” Right? [00:45:00] Then you’ve got that. “Okay. Lesson two, the next week. I do this. Lesson three, the third week. I do this.” And you’ve homework that you can upload and attach. And before you know it you have an entire curriculum that people can now enroll in at their leisure and go through. Right? And what’s not uncommon is having like a Facebook group that goes alongside of it so that all the students can engage easily. Yes, [00:45:30] I don’t want to have be there every time. Yes. Deb you’re thinking the right way.

So my advice to you personally, would just be move at a nice moderate pace. Don’t try to do too much. And don’t look at everybody else too much. Because both of those approaches will result in you feeling like you’re not doing enough and you need to do more. Just the fact that you’re on this call, have asked the questions that you’ve asked, you’ve got the tagging resource, [00:46:00] all of those things show me that in due time you’re going to have this whole process really nailed and honed in. So yes. Yes yes. So be encouraged. You are on the right path Deb. You’re on the right path. Things just take time. You know, business is not fast food. It takes a little while. It’s more like the pot roast where you just slow [00:46:30] cook it. And when you do it’s good. The meat just falls apart almost like it melts in your mouth. That’s the type of business we want to build. And I know that’s the experience that you want to give your students. And I can’t wait to see how you scale it because it’s going to be … Yes.

Yeah, it’s hard not to love a good pot roast done right. Especially when it’s cold, you got your vegetables [00:47:00] that are equally as marinated in the stew as the roast. Oh man, I’m getting hungry. We’re approaching lunch. But yes. That’s the key to business. And it applies to everybody listening. So [inaudible 00:47:17] Okay. You’re in Nashville. Oh this would be a good day. This would be a great day for it. I can almost envision you having that under a nice cozy blanket [00:47:30] in your favorite seat in the house. So yeah. Anyways. Yeah, but this is why we started Office Hours and this is why I enjoy them. Because between the one on ones, the reading of the blog post, running your business, sometimes there’s just some details that are often overlooked or are just some things that are holding you back and you can’t quite identify them. So sometimes it’s just safe to have a place where you [00:48:00] can go and just like toss stuff out there.

Like, “What is this,” or “Have you heard of this?” Right? And perhaps something I say will help piece together two parts of your puzzle that you didn’t even know were disconnected. So that’s exactly what these are for. It’s a different means of help for you all, a different service that’s … Just because as you navigate and propagate through your business you have different needs depending on where you’re at. So it might be a better [00:48:30] way than [inaudible 00:48:30].

Listen Deb. Me and you, I feel like we’re one today. Because I absolutely agree. Both of them are kind of buried. So I’m working with marketing and our CEO Jason right now to get it amplified. Because more people … They should. They should attend these. They really should because every single person that attends [00:49:00] them walks away with the same feeling that you have and a lot of times my Friday crowd is the biggest crowd. But they come back. They come back. So I think if we can get the word out more, which like you mentioned I am working on, because these resources are buried and they’re very very valuable. Very valuable.

Mm. Yeah. Wow. [00:49:30] Wow. You know what? I’m going to share this. Let me copy what you just said. I’m going to share this with marketing. Sometimes people just need an extra push. Just an extra push. I have this Evernote widget too. It’s like this note widget. I don’t know if you use it but it’s really hand to … I have like a [inaudible 00:50:00]. [00:50:00] Oh, wow. That is great feedback. That’s great feedback. Yeah. You can’t be left to your own to try to figure all of this stuff out. I think it’s the biggest takeaway. So if we can couple you in that 14 days with these resources, as well as somebody to talk to, I think that would be huge. Now that you bring it up. These Office Hours are an amazing resource for people who just started their free trial to get started. [00:50:30] Just kind of talk things through.

We’ve got … I actually also have a walkthrough video series that I’m getting uploaded today that will be at the disposal too. It’s more so of a where is everything at in Active Campaign. Like an identify your wall settings and everything. So [inaudible 00:50:52]. Yep. I agree Deb. So I’ve made my notes and I am going to take this to the [00:51:00] team with all the power. And hopefully we can get a change in place sooner than later. So I appreciate that feedback Deb. And I appreciate your patience with us. So I’m glad you stuck around. I know for a fact I personally built … Oh yeah yeah yeah.

So this Evernote … When you have Evernote installed, depending on your … When the Mac app, [00:51:30] you have this. See this? It’s just like a little notes widget. So you don’t have to launch Evernote. Like, if you’re on your computer and you just need to capture something real quick, or take quick notes, this is like a scratchpad. I end up writing a whole lot in mine because it’s just so easy use because it’s just right there. But at any point you can click save to Evernote and then it’s saved forever. So it’s one of those invaluable things. Yep. So we’ve [00:52:00] got all around learning today Deb. But it’s one of those things that are so simple and so useful that I would truly be lost without it. Really. Because if it’s something … [inaudible 00:52:13]

Yeah. Yeah. I know. I think you can. Like these two. Oh, oh. What these allow you to do is do a screen clip. So I didn’t even know that. So I could do like a … If I’m browsing something and I want to save it I could do that. [00:52:30] What would happen if I did do that? Let’s just see. This is new for me Deb. I’m in uncharted territory. Oh look at that. It just … Oh, wow. That is nice. Look at that. Learn dash screen shot. Wow. And then we can just save that right off, or maybe we wanted to capture multiple screenshots like within some just to save [00:53:00] it. And then you can save it to Evernote as one note and then it’s there forever. Oh, wow. I didn’t know that at all. Well I learned something. I learned something as well. Oh. And you can record audio. All right. Cool. So this little widget has even more functionality for me now.

Value meal Tuesday. I’m glad I could be a [00:53:30] chef of some sort and provide you with some good nutrients. Some good automation nutrients. So Deb I hope you will frequent these Office Hours because I’d love to be part of your progress as you scale. Like I said, me personally, like outside of Active Campaign, I do a lot of this stuff so it’s … And [00:54:00] I think that’s what’s unique about me. I’m not one of those people who I’m here at Active Campaign and just kind of shouting from the mountaintop,”Hey, this is what you guys should do. We’ve got users doing it.” When I’m not here I’m actually a user of Active Campaign. Right? I actually have built out courses that integrate with Active Campaign. Things of that nature for my own purposes. So I know the pain points. Right?

Yes. Right? [00:54:30] That’s a huge difference Deb. Like you can’t manufacture that. You have to be able to sit where people have sat. So you know how uncomfortable or how comfortable the seat is so you can help navigate them effectively through this journey because there are so many distractions. Technological distractions, somebody’s doing better in business faster than you distraction, that comparative distraction, and just the unknowing. All [00:55:00] of this stuff could easily throw you off. So yes, I use it very … I use it at a high level myself personally and that’s why I can tell you confidently you are on the right path. Absolutely. So. Great. Great. Thank you. All right Deb, you have made me blush officially. So in fact, I am going to look you in the eye … Which camera? Deb. I’m going to get closer. [00:55:30] Thank you so much Deb. I truly, truly appreciate it. No joke. I appreciate it. As well as everybody else that’s been on. But especially you Deb because you’ve engaged at a higher level and I feel like you’ve got your value’s worth. So thank you, thank you, thank you.

All right. I just wanted to make that … It’s like when people turn to the camera and address it. But … Okay. All right. Well Deb I’m glad that you’ve definitely … You [00:56:00] have a lot of marching orders today. But the good thing is you can do it with clarity. I think the blushing, the gift that keeps giving. Right? On today’s Office Hours. But yeah, take these resources and just do it like a meal. Don’t try to eat it all a time. Just appetizer, little tease here, little there. And I think over the span of this week, you’ll be able to … If you just listen to the podcast and set up one good automation. [00:56:30] Just kind of pace yourself through it, I think you’ll be well on your way. And yes. So I’m excited to see your progress as we go. So that’s it. We’re out at 11 today. Everybody, thank you. You are all Debs to me even though your names are different. But I appreciate you all the same.

So I wish nothing but the best and the success for you all with Active [00:57:00] Campaign. And just know I’m here. I’m here Tuesday and Friday to guide you through the platform, and your business, and some other technology that we made need to add in there to do everything that we need to do. So make sure you’re all subscribed to the podcast. When you do listen to it, give me some feedback. Leave me a five star rating. A comment. That will help get the word out as well. And great. Great. All right. Great Deb. I will definitely see you on Friday. Our Office [00:57:30] Hours for Friday is at 1 PM everybody. So today’s is at 10 AM in the morning, Friday’s is at 1 PM. Come with your questions. Come with your automations. Come with anything that you have and we’ll knock it out.

So, all right. Have a great day. And thank you all again for attending. Can’t wait to see what you do with the rest of this week, and to reconvene with you all on Friday.