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Office Hours – February 3, 2017

Recording of Office Hours hosted by Chris Davis on February 3, 2017.

Transcript

Chris Davis: All right, so I’m recording. We missed all of those questions, but Patricia, you were here live for them. Let me know if you have any questions after that. Now, let us go to, I’m going to start with everybody who has their hand raised right now. I see Sheri. Sheri, you have your hand raised, so I am going to promote you to panelist. Remember, when I promote you to panelist, your microphone will be active, [00:00:30] as well as your webcam. Here we go. Sheri, you are being promoted. Okay. Sheri, and I will unmute you. All right, Sheri, you’re unmuted.

Sheri: Hi there, can you hear me?

Chris Davis: Okay, I can hear you. It’s coming in.

Sheri: Awesome.

Chris Davis: There we go. I can hear you.

Sheri: My question, [00:01:00] I had asked you about, how do you … Well I’m going to go backwards. Actually I’m going to ask you a different question, because I think it’s more important. On the new layout on this screen, with the upgrade, when you look at a contact, I found how you can reorder the custom fields, but how can you move the ActiveCampaign fields, [00:01:30] like phone and organization, tags, can you move those closer to the top of the screen?

Chris Davis: Sheri, great question. Right now those are static. Those standard fields are static, however, okay I’m going to let a little cat out of the bag. We’re working on grouping custom fields, so you will see all of your custom fields displayed in groups where you can expand and collapse. When that happens you’ll see that all [00:02:00] of the standard fields, like organization, tags, a whole number will appear to the top, next to the avatar. Then all of the custom fields will show under there.

Sheri: Oh that’s perfect, because I’m always looking for phone number, and there’s no scroll down bar for the info, so you literally have to scroll with the scroll on your mouse, which is kind of a pain.

Chris Davis: You know what? That’s a good point. Let me make a note of that. Because, since I have, I’m using a mouse mainly [00:02:30] all the time, I didn’t realize, no scroll bar.

Sheri: Yeah. You can use an arrow key or a scroll bar, but it would be nice to have a down thing there. Okay, awesome. Let’s see, the other question I had was, in terms of the linking Zapier. I know you can hook with Zapier. I use TimeTrade for my scheduler. Is there a way to [00:03:00] do an integration link with Zapier between TimeTrade and ActiveCampaign, when someone schedules an appointment?

Chris Davis: Yeah, TimeTrade is a bit, they’re a solid platform, they’re a bit antiquated with their integrations, and they don’t allow tools much access to anything. The best option would be, I haven’t logged into TimeTrade in a while, but if they can allow you to redirect to a page of your liking, and you can [00:03:30] put the ActiveCampaign site tracking on there. You can track it from there, but it’s not like Calendly, Acuity, platforms like that, that have a deep Zapier integration, where you can tag people when they reserve some time and everything. I think you’ll have to rely on our site tracking, if TimeTrade allows you to redirect to a thank you page.

Sheri: [00:04:00] Okay. I’ll let somebody else ask questions and I’ll come back if I come up with something else.

Chris Davis: All right, great. Thanks. Nice meeting you Sheri.

Sheri: You too.

Chris Davis: All right. Okay, I am getting the hang of this thing. Now is the time where I open it up. If you have a question, go ahead and raise your hand. Michael, I know you had raised your hand earlier. I don’t know if you still have the question, or maybe I answered it. [00:04:30] If you have any questions, just hover over your name in the right panel, it should be on your right or below, and select raise your hand. I’ll be able to answer any of your questions.

In the meantime let me do this. Okay, Patricia. Okay Patricia, I’m on my way to promoting you to panelist. Your audio and video will be active. [00:05:00] There we go. I can see you. Oh, let me unmute you. I’m sorry. Okay, now I can hear you too.

Patricia: You can tell I work from home. Okay, could you go back over the steps about getting your most active subscribers into a list to which you can send? You mentioned automation, [00:05:30] so I’m doing these backwards, on the automation, is that only going forward, or can that automation pick up people retroactively who have clicked? Say in the previous six months.

Chris Davis: It will pick people up, no, it will be from the day that you put the automation into place, going forward. I believe [crosstalk 00:05:57].

Patricia: Okay, that’s what I was afraid of, so then I really need [00:06:00] the steps for the other one.

Chris Davis: Okay, we’ll go over them. Did you see that? When I was in contacts, I can click on this sub nav and do perform batch actions. What it is, is I can remove all non-confirmed contacts. Remove all unsubscribed contacts. Remove all bounce. You wanted the clean up, I’m sorry.

Patricia: No, I don’t want the clean up. What I really want is, there is [00:06:30] a place where you can say, “Get your most active contacts.” It pulls up all their avatars. I don’t want their avatars, I want a list of their email addresses to be able to send to them.

Chris Davis: Oh. Under the contact trends.

Patricia: If it can’t be done through that, another route. Those are the people, yeah.

Chris Davis: This one, yeah. Oh look at that. We normally have an export button right here. You’re right. Look at that, we [00:07:00] don’t have the export for the contacts. We have them for the automations and campaigns. Because if I go in here, well there’s nobody in here. I need to go in here. If I go to contacts, I should be able to, yeah, look at that. I can export these. Let me make a note of that. We need to be able to export our top contacts. I wonder where that … [00:07:30] Yeah, you’re right.

Patricia: That would be fabulous, because seeing those faces, it’s very frustrating. I want to be able to email them.

Chris Davis: Yup. I agree.

Patricia: Okay. Then can you go back, if you would, go back and do the steps of the other way you mentioned. If I could export this, that would be fabulous.

Chris Davis: Absolutely. Sure. What was the other one you wanted me to do?

Patricia: You [00:08:00] initially talked about a way to get to them, and it was, I think it was, no, engagement frequency was the automation, wasn’t it?

Chris Davis: Oh yeah, okay. Let me show you this one. This is one of my favorites.

Patricia: Oh, create a segment, wasn’t it?

Chris Davis: Well we can walk through the entire thing. If let’s say some email, I can go here and say actions. Click on a link. Then [00:08:30] I can determine, which one. I don’t think any … This is my ActiveCampaign account, so I don’t have any real people in here. Nope, that one doesn’t have a link. How about this one? I’ll find one, I promise. Maybe I won’t. I literally don’t send emails out of this one. Anyways, we’ll just say [00:09:00] any campaign, any link. You get it. You can specify which link. From there I’ll hit search, and then it will come up with … Of course. If I had a live account, this would be a lot easier. Let me do opens, has opened any campaign, because the steps are the same.

All right, so these are the people that have opened a campaign. I can click right here, save as segment.

Patricia: Okay, I’m going to back you up a second. [00:09:30] How did you get to that? I open contacts, I see edit, I see all that stuff, but how do you get to that bar at the top?

Chris Davis: Yeah. I’ll go all the way back. You’ll want to select, search contacts, and then select advanced search. Now you have access to the segment builder.

Patricia: Okay, thank you.

Chris Davis: Yes.

Patricia: That’s what I was missing.

Chris Davis: We’ll say, has opened any email. We’ll search. From here it’ll show all [00:10:00] the contacts. To get that segment builder back up, you just select on condition again.

Patricia: Good.

Chris Davis: Then you can save it. If you save it as a segment, I can say opened in email. Now that segment is saved. Now watch this. If I go back, let me refresh and get rid of it. I go to search contacts, advanced search. I should be able to, where’s [00:10:30] my segment? Oh we changed it. That’s very interesting. We changed it. We moved it to list. If you want to pull these people back up, you can go to your list and then here you can see all of your segments. See, opened in email.

Patricia: Oh, okay.

Chris Davis: Then it’ll pull up the list segment. I can view the contacts, [00:11:00] do whatever I need to that. Once the segment is created, you can send an email to the segment, or as I was mentioning, I could do view contacts, and if I built out an automation that sends an email, waits a couple days, look for some action and does something else, I can just select edit all. Then add to an automation. You’ll get the same thing, whether you’re sending the email as a campaign, or whether you’re sending it from within an automation.

I’ve just found that [00:11:30] when I send it from within an automation, I can do more automation. I can send it, and then if they haven’t opened in a couple days, I can resend it. If they have opened, or if they’ve clicked the link, I can trigger some other automation. Even if I just want to send a reminder, it’s easier to do it in an automation, because you can see what people are doing. Then if you use goals, you can also gauge performance.

Patricia: Okay. [00:12:00] All right, thank you for those steps.

Chris Davis: Yes. No problem Patricia. Thank you so much.

Patricia: You might want to mute me now, because my dog is barking.

Chris Davis: Okay, I’m going to move you back over to viewer.

Patricia: Thank you.

Chris Davis: Yup. All right. Great. That was a great question. These are all great questions. Let me see. If you want to raise your hand, just hover over your name and select the raise hand button. Sheri, we’re going to go back out to you. [00:12:30] All right. Sheri, you are unmuted.

Sheri: Hello. I remembered the other question that I wanted to ask you about, on categories. Within tags, you had answered my question about how to create my own categories of tags. When you try to bring them up, when you’re trying to create like a campaign or [00:13:00] an automation, either one, is there a way that you can only bring up those emails that are in a category, let’s say of call reminder?

Chris Davis: Oh. You mean, when you have your templates, and then they’re categorized. You’ve created a category here, right?

Sheri: Yes. Can you only bring up, I guess maybe what I’m getting confused about is, what’s the difference between a template and a past campaign [00:13:30] when you’re creating a new email?

Chris Davis: All right, great question. A template is pretty much … The workflow that we use, before we send an email, we always create it as a template. The reason being is just because you can never have the foresight to know if you ever need to use that email again, and it’s a lot easier to not have to start from a blank canvas. For instance, if I wanted to send a webinar reminder, I would create that as a template [00:14:00] first. Because if it’s a template, it’s accessible everywhere throughout the application. If you build the email in an automation, it’s only going to be available within that automation. If you send it as a campaign, it’s only going to show in your list of campaigns. If you create the template, the body, the text of that email is going to be available throughout the entire application.

Sheri: Part of what you just said I’m not sure I understand, because if you are in an automation [00:14:30] and you are creating a new email, you click on create a new email. Then it brings it up and says, “Do you want to use a template?” Let me make sure I’m in the right place here.

Chris Davis: Yeah. Let me grab one of these. All right. If I grab an email, and say …

Sheri: Okay somehow, wait just a second, I’ve lost your, there you go. Okay.

Chris Davis: I do create, and [00:15:00] now what it’s going to do is it’s going to, this is my template library. If I’ve already created the email as a template, I can just select that one.

Sheri: Okay. What I’ve been doing is clicking on past campaigns, and then pulling up something that’s similar, and editing it.

Chris Davis: Okay, so you’re starting out from an email you’ve sent prior, and just editing it.

Sheri: Right.

Chris Davis: Yeah. I mean, that works the same. That can work. [00:15:30] What we use, and I use, is I just create a mess of templates. I mean this is good if you just need to update like a sentence from a previous campaign, you could just use it from here. If you use it as a template, you could even use it when you’re sending a campaign.

Sheri: Okay, and then my other question, like right now you’re in templates, right?

Chris Davis: Yes.

Sheri: Okay, so where do you get to the categories in that templates?

Chris Davis: Right here.

Sheri: [00:16:00] Okay, but you can’t do that with past campaigns?

Chris Davis: Correct.

Sheri: Okay.

Chris Davis: Well wait a minute. No, it’s here. I’ve not used this, but these are past campaigns. Let me see. I don’t know if this would work the same way.

Sheri: Well I couldn’t get it to work.

Chris Davis: Yeah, I don’t think this works the same way. Let me make a note of that.

Sheri: Okay, because I created, I think anyway, I created some categories for past campaigns, [00:16:30] but then when I went to create a new email, they weren’t there.

Chris Davis: Yeah. I wouldn’t use past campaigns for categories, I would use that for templates. I know it works for templates. It’ll filter them based on … Yup.

Sheri: Okay.

Chris Davis: If you want to, if it’s not too much. You’re creating the email, I would recommend to create it as a template, put it in a category, and then send it however you would like to send it.

Sheri: Okay.

Chris Davis: [00:17:00] Yeah, that’s the best workflow.

Sheri: Okay awesome. Thank you.

Chris Davis: Yes, no problem. Thank you Sheri. Let me move you back over. All right. Great questions here. Great questions. Let me grab a drink of water here. If you would like to participate, you just raise your hand. Actually, I did a [00:17:30] map. Who did I do a map for that I wanted to show today? Is it Pamela? I can’t remember. I hope she’s on the call, either now or later. Sheri, wait a minute. Patricia. Sorry Sheri, forgive me. I hit the wrong button. Patricia, I’m coming your way. All right, wrong button. There we go. Patricia, [00:18:00] you should be coming in any moment now. There we go. Let me unmute you. Okay, I’m ready.

Patricia: Quick follow up on Sheri’s. Can you create your own categories, or are we limited to the ones you all have in there?

Chris Davis: Absolutely you can. How you would do it, is this. If I go in here, and let’s just say I want to start off with this one. Use this design. [00:18:30] Here’s how you would create your category.

Patricia: Ah, and then that’ll show up on the list up there.

Chris Davis: Right.

Patricia: Okay, excellent.

Chris Davis: You go right here. See that?

Patricia: Yeah.

Chris Davis: Wait a minute, where is it? What just happened? Always when I’m live.

Patricia: You’re supposed to be our brave leader.

Chris Davis: Right? Always when I’m live. What [00:19:00] is going on here? Oh, I’m sorry. I forgot. We’re creating an email. You categorize when you’re making a template. My fault. Let’s say I wanted to use this welcome email. The first thing I would do is copy it, so I can maintain the original. Then I would go into here, and I would rename it to my [00:19:30] welcome. Then I can click on this there. I can say, my templates, there, and now that’s going to be a category that shows.

Patricia: Okay.

Chris Davis: When I close it and hit save and exit, and I go to category, watch this, my templates, and then there it is.

Patricia: When you’re in an automation and [00:20:00] say you’ve called up an email you’ve already written previously but you were going to adapt it to this new automation. You could at that point make it a template and categorize it, is that true?

Chris Davis: You can categorize them from the template screen, not from within an automation. Because when you’re in an automation, you can just pull the data from your template library. If you want to put data into your template library, you’ve got to do it at the campaign [00:20:30] level, which is selecting campaigns and then going to manage templates.

Patricia: Okay.

Chris Davis: then I can put data in too, and organize the data in my templates. When I’m in an automation, all it’s going to do is pull. It’s just going to pull data from the template library.

Patricia: I thought though in automation, when you’re working with an email, there is an option at some point to make it a template.

Chris Davis: Yes, you can make [00:21:00] it a template. Let me see, I think that is …

Patricia: It won’t let you at the same time categorize it, you have to do that separately by going back to through campaigns?

Chris Davis: Right. Once you make it a template, you’ll go back into the … Let me see, is it right here? Save as a template.

Patricia: I have a recommendation that you be able to categorize it at the same time, because that’s kind of clunky.

Chris Davis: Right, when you hit the save as a template, right?

Patricia: Yeah. That sure would streamline it, wouldn’t it?

Chris Davis: Yup.

Patricia: Thank you.

Chris Davis: Yes. Thank you Patricia. [00:21:30] Save as template in automations. Got it. All right.

Patricia: Thank you.

Chris Davis: Thank you so much. We’re just going to keep going here. We’ll ping pong back now. I think this is real, Sheri, I cam going back to you this time. Pretty sure [00:22:00] I got it right.

Sheri: We’ll just go back and forth on the same thing. On the screen that you’re on right now, how did you get to that emails in this automation pop up?

Chris Davis: Okay, yes. When you have an automation that has emails, you can select this button right here, view emails.

Sheri: Okay, I was just there and I didn’t see it. Hold on.

Chris Davis: It will pull up. The nice thing is, when you start sending emails and people are opening and clicking, it’ll have [00:22:30] all of that data right here, so you can see.

Sheri: I’m in your program, oh wait, there it is. I see it now. I was looking in the middle. I missed it. Got it. Thank you so much. That helps.

Chris Davis: Yes. You’re welcome. Great. This is good. Good stuff. You know what? Let me go over this flow chart that I created. I’ll keep an eye on, let me move this here so I can see. I’ll keep an eye on you all for raising your hand. Last week we had a question, [00:23:00] and she was asking how to structure this. I’ll go over it so she can have access to this recording. First I’m coming to you, Michael. All right, let me unmute you. Okay. Michael, I can hear you. Maybe. [00:23:30] Michael, are you there?

I see you’re a panelist. You probably received the prompt. I see your microphone but I don’t see any volume coming out. Your webcam is covered as well. Nope, I’ve got no audio. Let me see. [00:24:00] Sheri, do you see him now as a panelist? No, okay you don’t see him either. Michael. Here, let me move you back to viewer. Michael, if you can do me a favor and raise your hand again and I’ll add you back here. Let me just make sure it’s all working right. [00:24:30] All right, Michael, let me promote you to a panelist here. Let me unmute you. I can hear you Michael.

Michael: Okay, can you hear me?

Chris Davis: There it is. Great.

Michael: Okay, a series of questions for you. When we make changes to the dashboard and we eliminate some of the sections that we don’t need, how do we change that dashboard on a permanent basis?

Chris Davis: Okay, let’s say I remove contact [00:25:00] trend.

Michael: Yes, any of those elements. Right.

Chris Davis: Okay. Then what do you want to do? You want to be able to add them back?

Michael: Well no, I’d like to be able to save it so when I come back to it again I don’t have to delete it again.

Chris Davis: Oh interesting. It doesn’t stay deleted. Let me see. Let log out of mine and log in. Let me see. [00:25:30] Yeah, see mine stays gone. You’re saying yours is coming back every time you access the dashboard again?

Michael: Yes, that’s correct.

Chris Davis: Interesting. I would submit a support ticket for that one, that definitely isn’t behavior. Because see, when you take it out, it appears down here, and it should be saved by default. To bring it back you just select it here, and then drag it to where you want it to come.

Michael: Yeah, that’s what I would have expected. Yeah, I’ll [00:26:00] submit a support ticket on that. Next question is, can you tell me, is it possible to capture data from a submitted form and copy it or place it in a CSV file?

Chris Davis: You can. The best way to do that would be within our integration with Zapier into a Google Sheet. In fact that works really well, [00:26:30] not only that, Michael I’ll one up you here, just to give you as much as I can.

Michael: Please.

Chris Davis: Here’s how you would do it. Let me just show you. Because this way you’ll be able to apply it to however you’d like. I’m going to stick with this one. Let’s say someone fills out a form, and it’s a specific form for you. The first thing we can do is, this is exactly how you’re going to integrate it too. We can do, where [00:27:00] is it? A web hook. Okay. This web hook URL you can get from inside of Zapier and post it right here. How about we do it? Let’s do it. Is that okay?

Michael: Sounds great.

Chris Davis: All right. This is office hours. Sorry, go to go, Mario. Okay, see you Mario. Let me log in here. [00:27:30] Let’s set this up. This is fun stuff. All right, so what I want to do is make a Zap, and I want to do a web hook. Web hooks by Zapier. What this is going to do is, I’m going to do a catch, I guess I don’t want to do a catch, I want to do a post. Let me make sure. Pull [00:28:00] a URL, oops sorry, I want to do a pull. Should return. I’m glad we’re doing this, because I do want to do it this way. Here it is.

All right, so that was a little clunky, because when I told Zapier I wanted to catch a hook and hit continue, it automatically went to setup options. Where it skipped over this set up web hook. I want to take this, and this right here I want [00:28:30] to copy it to my clipboard and go into here and paste it. Now any time someone submits a form, it’s going to post the information to this web hook in Zapier. We’ll keep going. What you’ll see, that’s optional. Okay, so it would have gave me that anyway.

What you’ll need is, you’ll need to actually opt in [00:29:00] so it fires off this web hook. You see how it says, “Looking for hook.” Hey, I think I can do this. Let me see here. I just did one. Was it this one? I’ll try this one. Yeah, I’ll do this intake. See Davis, and I’ll [00:29:30] say Zapier, and submit. All right. Now there should have been an outbound web hook, and we’ll give it a second. Let me just make sure I went and … Ah, it’s not active. Remember everybody, set your automations to active. Let me do intake, how about that? Save it. It’s active.

Now let me go fill out the intake [00:30:00] form, it’s this one. Preview, and let’s do this again. Zapier, submit. All right. Now let’s see, give it a second. I’ll hit refresh here. Let me see, [00:30:30] do I appear in here? I’m not in here yet, so it’ll take a little bit and I should go right in here. The second I appear in here, I should be able to see … Let me just make sure. I probably have double opt in set for this. Let me check my email. Knowing me, I’ve got double opt in set for that form. [00:31:00] Yeah. I have double opt in set, so let me confirm my subscription really quick. All right. Confirm that subscription. There. Now I appear here and now we should, there it is. All right, see, now it found me.

Michael: Great.

Chris Davis: I can continue, now I can say, “Send it to Google Sheets.” [00:31:30] I want to create a spreadsheet row. It’s going to want me to connect.

Michael: That’s okay Chris, you can stop. Technologically I understand what you’re doing.

Chris Davis: You got it from here? I can select the worksheet, the spreadsheet, and then it’s going to give you the ability to put the data in each column.

Michael: Got it. Yeah, that’s great. Then you can map it. Got it.

Chris Davis: The thing about it is, remember, you can fire this web [00:32:00] hook off any time. If maybe you only want to send qualified leads, or certain leads to a sheet, like if you’re using the Google Sheet as kind of like a CRM for external people, you can send specific contacts to specific sheets via a web hook any place in your automation.

Michael: Interesting. Okay.

Chris Davis: It’s a very powerful tool once you have it set up with Zapier, because you can literally have any, if else. [00:32:30] It could be based on a lead score. It could be based on a purchase. Then you could just add that web hook condition right here. Web hook, and then it’ll send it to your sheet for you.

Michael: Got it. Perfect. Okay, great. A couple more questions for you. Is it possible for us to get access to additional fonts or textiles within ActiveCampaign?

Chris Davis: What was that?

Michael: It is possible for us to get access to additional fonts or type files?

Chris Davis: Did you say swipe [00:33:00] files?

Michael: Type files, or fonts.

Chris Davis: Oh okay. This is for the emails, right?

Michael: Yes. We have specific looks we’re trying to emulate, yeah.

Chris Davis: Okay. To do that, what I would recommend doing is creating it at the … Well there’s only certain types that are allowed in email browsers though. That’s where it gets tricky. [00:33:30] If you’re not using Arial, times new roman or Helvetica, there’s so many different types of email clients that it could display funky. I would recommend, if you absolutely have to do it, do it in like a image or something.

Michael: Okay.

Chris Davis: That’s what I recommend, only because of the limitation of email clients. If you wanted to do it within a campaign, you could create an HTML type campaign. [00:34:00] Let me go back. Go to templates. You see here, where it says custom HTML? Then you can, in the style section of the header of your HTML, you can import the specific font that you would like to use, and then use that throughout your email. Just make sure you set the backup font to like Helvetica or Arial, so that if they [00:34:30] don’t support it, it will show it that way.

Michael: Okay. The other thing, it sounds like we might be able to do Chris’ pop into Google fonts, then we can do it that way as well, pull it in.

Chris Davis: Yeah, absolutely. You can definitely use Google fonts.

Michael: All right, so the next question for you Chris, and this is kind of a big one for us. We’re wanting to use, we’re fairly new at ActiveCampaign. We’re wanting to use it not only for CRM functionality, as well as campaigns, as well as automations, but we’re really interested in the deals portion. [00:35:00] We’re interested in creating a pipeline and moving people from one stage to another. I understand how to do that, how to create stages, how to move people. Can you talk for a minute about, when I have a new prospective customer, do I put them on a list and move them through a series of tags, or do I bring them into the deals portion of ActiveCampaign and manage them that way, or I do both?

Chris Davis: Yeah. You’ll use a combination of both, depending [00:35:30] on how you like to consume the data, we’ll say, for the lack of a better term. If you have a, since you’re using pipelines, I’m assuming this is more like a sales process.

Michael: Yes.

Chris Davis: All right. I would … They’re probably submitting a form with some additional information?

Michael: Well it would be a series of steps and stages that they would go through. It would consist of emails in and out. It would consist of forms [00:36:00] perhaps they’re filling out, that are generated automations.

Chris Davis: Okay. I would use stages. Whatever the initial action is would put them on the first stage. Then I would use tags, custom fields, whatever other segmenting devices or features that you need, to progress them between the stages.

Michael: Okay, so we don’t really have to choose one avenue or the other, we can choose both and use both.

Chris Davis: Absolutely. In fact that’s the [00:36:30] strongest way. The thing that you gain with using deals. Check this out, I’m not sure if you knew this was here. Have you seen our funnel diagram? If you use the deals, you’ll be able to at least get a visual flow of how people are progressing through your stages.

Michael: Right, and that’s exactly what we want.

Chris Davis: Okay, yeah, so use deals for that. Then use your tags and custom fields as criteria to move them between the stages, so you don’t [00:37:00] have to do it manually.

Michael: Got it. Okay. Okay Chris, I think this is my last question, and this is kind of a strange question. What we’re noticing is if I send out a campaign and it has, let’s say an orange background in the design, that orange background is staying not only in the original campaign that’s sent, but it’s sort of overriding the email conversation. [00:37:30] The background of not only the initial message, but the entire conversation that commences from it is being driven by that background color. I’m specifically talking about Outlook at this point, is the environment that I’m in.

Chris Davis: Okay. Okay, you’re back. I lost you for a second Michael.

Michael: Do you need me to repeat that question?

Chris Davis: Yeah. Something happened. It went out and then it came back in.

Michael: [00:38:00] Okay. When we send out an email campaign, some we send have white backgrounds, some have gray backgrounds, some have orange backgrounds. If we sent one with an orange background[inaudible 00:38:11]not only the email that’s sent out, it’s driving the entire conversation that then that email leads. It’s sent out, they respond, we respond, et cetera, and the coloring of the background is driving the entire conversation, not just the original message. It seems strange to me, as someone who’s got [00:38:30] a lot of experience with email marketing.

Chris Davis: Okay. The color of the email background is like the stage that the contact is in?

Michael: Exactly. Yeah.

Chris Davis: Interesting. You want to replicate that?

Michael: I guess maybe this is a question you can answer and maybe it isn’t. I just, it’s an intricacy of this email marketing through ActiveCampaign that I’ve never seen before, having used many platforms. [00:39:00] The formatting on the campaign we send out is not stopping with the campaign we send. The formatting is following through on the message we send out, as well as the response.

Chris Davis: Oh.

Michael: As well as their response, as well as their response.

Chris Davis: It’s taking over your email conversations.

Michael: Exactly.

Chris Davis: I get it. I get what you’re saying. That is definitely not performance as intended. I would recommend submitting a ticket.

Michael: [00:39:30] Yeah.

Chris Davis: Because there’s something wrong there, there may be like a missing semicolon or something.

Michael: Right, it could be.

Chris Davis: It’s treating your emails as part of a template and it shouldn’t be.

Michael: Well, that’s a good tip. I know HTML, so I can go in and look at that too. Yeah, that’s a good tip.

Chris Davis: Yup. If you can’t figure it out, be sure to submit a ticket and we can troubleshoot it for you.

Michael: Okay. Chris, I think that’s it for our questions for now. Thank you.

Chris Davis: All right, great. Thanks for calling in Mike. [00:40:00] All right, these are really good questions. Man, you guys are making my day. Let’s go. Thank you again Michael. Sheri, let me promote you to a panelist. Everybody, I’m keeping an eye on the chat as well, so if you want to chat, if you’re not a talk on the computer type person, you can type your question as well. Sheri, you are being promoted to a panelist, [00:40:30] and you are unmuted. Sheri, welcome back.

Sheri: Hi. Another question came up when Michael was speaking. Is there a way to run a report on open tasks?

Chris Davis: Interesting. You can view open tasks. If you go the deals section and then select this button.

Sheri: Oh, that’s not very obvious. I never would have tried [00:41:00] that one.

Chris Davis: Yup. It’s a bit hidden, I will agree. Now you can view all of your, this is like your task dashboard.

Sheri: Okay. That’s fine. Thank you.

Chris Davis: Okay, great. You’re very welcome. All right, Sheri, great questions. Just so you all know, since you’re on the line here, a lot of these questions we’ve had internally as well, and I’m proud to let you all [00:41:30] know that I just completed a walk through series of the entire ActiveCampaign application. It will be published probably next week, as I polish up the videos. Little nuggets like this, seeing the task view. There’s some gems with how we handle our confirmation opt in processes. Just every feature, it’s there and it’s really a walk through. Not intended for you to sit down and like watch every video. [00:42:00] It’s a resource for you so at any time, if you’re trying to figure out how to do something, you can go to that video and click.

Like, hey I want to learn how to create a template, you can go to the campaigns video and select the template marker, and it’ll pull that up. What I’m really excited about is the ability to, I’ll have like a getting started with ActiveCampaign within five minutes. I’ll take a brand new application and walk through the steps necessary to get it ready and get your first email out. Just so you have that [00:42:30] for your purposes. If you need to show a team member, or just you, you want to go through it yourself and make sure you’re doing it the right way, or you want to understand what all of these settings mean. That will be coming out soon as well. I’m going to, as I mentioned, I can’t remember.

It was CompassCollegeAdvisory.com=. I’ll do a quick explanation. What she was doing was, for freshman, sophomore, juniors and seniors, she was sending [00:43:00] out newsletters throughout the school year. What she wanted to do was have a way for, when someone opts into her list from her website, send them a welcome email and then add them to the newsletter automations. Then at the end of the year they need to graduate from freshman to sophomore and start receiving sophomore newsletters, so on and so forth.

What I did, I just wanted to record it on here, so she could watch it. [00:43:30] Here’s how I would set it up in ActiveCampaign everybody. I would have four automations. These gray boxes are automations. This is the name of those automations. Just for the lack of creativity. I couldn’t come up with anything else. This automation is going to run once when someone subscribes to the ninth grade list. How they’re subscribing is she’s asking for their email as well as a drop down with what year they’re in, in high school. When they select ninth grade they’re [00:44:00] going to be added to this list.

It’s only going to run once, that means they only get this welcome email one time. That applies to all of these. If they fill out the form again, they will not receive anything. Then after that, we’re just going to automatically dump them into the next automation, which is called our freshman newsletters. Now look, it doesn’t have a start trigger, so the only way to get into all of these newsletter automations is to be added from within another automation. [00:44:30] You’re either going to be added from the top bound automation, or the one to the left.

Sophomore is a great example. You can get onto the sophomore list if you don’t already exist in the sophomore newsletter, and you fill out the form and select you’re a tenth grader. You’ll get this welcome email and then you’ll start getting these newsletters. At the end of the year, we’re going to wait until July 26th and give them what we [00:45:00] call your graduating newsletter. Oh look at this, I don’t have it. Graduated sophomore, graduated junior email. Graduating to senior. I’m not sure what she wants to do when they graduate as a senior.

I just wanted to show. I would use eight automations, four of which are when they subscribe to the list and they run once. Four of which that have no start trigger and is responsible for sending out the newsletters, [00:45:30] waiting till the end of the year, and then adding them to the next automation. This is done by that action, add to automation. Like here, or start another automation, I believe it is. These big dark arrows are essentially this action right here. Start an automation, and we could pick any one. This functionality right here. This pink box is essentially what these big [00:46:00] arrows are.

In saying that, it really speaks to the power of ActiveCampaign, because we can start another automation from within one automation, but we can also end an automation in another automation from within a different automation. The applications are endless. I just wanted to highlight that and give her … I’m [00:46:30] so sorry, I forgot your name. I think it was Pamela. I’m sorry. In fact, let’s make this personal. It’s not like we can’t do this. Pamela, I think it was you. Dr. Pamela. Please be Pamela. Yes, it was. Dr. Pamela. You see, they can fill it out here, which grade and their email. Then they’ll be dumped into this list, get the welcome email then start receiving the newsletters. This is exactly [00:47:00] how I would do it. The gray boxes are automations. You need four lists, eight automations. Some welcome emails, and most of this stuff you already have set up. This is exactly how I would set it up Pamela, for your account for CompassCollegeAdvisory.com.

All right, good. I got that so I can send that to her. Do you all have any questions? We’re coming close to the end of the hour here, and I just wanted to make sure that you have a chance [00:47:30] to ask via chat or raising your hand so I can activate your microphone and your computer camera, if you have any questions. If not, that’s fine. The next session, let me show you. Our next session will be, just making sure, look [00:48:00] at me, there I am, Tuesday at 10:00am.

If you want to do some things, try some things out, come back with some more questions. I would use these calls to really move the needle in your business. Learning ActiveCampaign and understanding all of its flexibility, and then matching that with your strategy is going to be the best one two punch that you have in this digital age. If that’s everything, it looks like it, I will see you all hopefully Tuesday. Tuesday [00:48:30] at 10:00am. ActiveCampaign.com/training, is how you register. Bring your questions if you have any questions beforehand. Feel free to email me as Patricia did this week and Sheri did last week. I’ll make sure that I answer them. You’re very welcome Sheri, and thank you all for attending. I will see you hopefully on the next meeting.