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Office Hours: Getting Started with ActiveCampaign, Confirmation Opt-In, Goals in Automations

Recording of Office Hours hosted by Chris Davis on February 9, 2018.

Topics covered in this session:

  • How to overcome overwhelm when getting started with ActiveCampaign
  • Receiving emailed results for new leads
  • How to determine the effectiveness of confirmation opt-in (also known as double opt-in)
  • How to use Goals to revise an automation

Transcript

Chris Davis: All right, let me just make sure who’s on. What I’ll do is I’m gonna start with the people who are here. So let me see, Nicole, [00:00:12], Nicole and Riker. So Jen, Jen write up. Jen, I had yours, I don’t know where it went. Oh, oh, it’s today’s call. Okay, all right, great.

I [00:00:30] haven’t read through this all the way, Jen, so if you don’t mind, I’m just gonna place it, the entire email up here if you’re not … if it’s okay, didn’t look like there is anything proprietary in there. And I feel like this is a really good question. Can you all see what I’ve typed? Can you all see Jen’s question and everything okay? I just wanna make sure my text size is right. I need your all’s feedback ’cause it all looks good to [00:01:00] me of course, from where I’m sitting and looking. But if there’s anything too small, okay, great, great.

All right, so let’s go through this. Great, I like this. I haven’t even read it and I like it already. Everything is new to me, I am overwhelmed by it all. I feel that right now, I’m getting tripped up on the basic understanding of how to create a contact list and then take contacts and create the list.

Okay, I see. [00:01:30] I also have an old email address that are in mailchimp that I need for them to fill out a new form. Absolutely, great thinking. I am confused by the process. How to email them to fill out the form after I understand how to email them a form but offer them something in return so that there is value to re-giving me permission to communicate with them in the future. I understand this may not get … I definitely will, Jennifer. And there [00:02:00] was … if you are …
If you can … is Mark on? Mark is on, okay. If you can, especially you, Mark, if you can, while I’m answering this question, if one of you can go to the education center, activecampaign.com/learn, and search here, there was a office hours where we walked through deliverability from mailchimp. [00:02:30] Deliverability. And we talked about how to … I just wanna, I bet you it’s … wow, I’m so tempted to go and … oh, look at this, email readability versus deliverability. It’s probably one of these two.

Okay, but anyways, I’m gonna … I went into detail, Jen but let me just help you out where you’re at. So [00:03:00] you’re thinking of migrating into active … you need to put your contacts in ActiveCampaign. So the first thing to do is create a list called all contacts. Okay? That’s the first thing I’ll recommend do is create a list called all contacts. Let me just write this out ’cause this may … all contacts list. Okay?

Since in ActiveCampaign, you’re not charged if a contact is on multiple lists, the safe [00:03:30] thing is just to get them all imported as all contacts on your all contacts list, all right? So you’ll go here to list, create a list and then add list and you’ll name it all contacts, put your URL and then a reasoning why they will be receiving information.

We’re not emailing them yet, Jen, not at all. A list in ActiveCampaign is just a home for contacts. You don’t email a list. A list [00:04:00] represents the group of people, okay? So when we think of the broadest scope of commonality or things in common, that’s at the list level. If we wanna get a little more targeted, it’s at the tag level and the most targeted is at the custom field level. So I will show you this one.

And here is a good resource, list, beginner’s guide [00:04:30] to list. Here it is, how to segment contacts using list, tags and custom fields. This is a good guide, I’m putting it in the chat. This is a good guide to start with. But just know that in mailchimp, you email a list. And then once you send the email to the list, mailchimp says, “Who’s on this list?” And sends it to everybody. So if a contact is on both lists, they receive two of the same email. A list in ActiveCampaign is just a means of grouping, grouping your contacts, all right?

[00:05:00] So we have that. You’ve got your list for all contacts and then you’re gonna import all your contacts to that list. All right? Now you’re gonna run the multiple contacts, you’re gonna run multiple imports for as many lists that you have in mailchimp. But you’re gonna add them to the all contacts list, okay? So let’s say you have three lists, you’re gonna run [00:05:30] pound, imports, and add them to the contact list, okay? But the thing you’re gonna do is, add a tag like this. Something like source and then it will say mailchimp. And then the list name. [00:06:00] Okay?

So, all your contacts is this on all contacts. Now you’re just running multiple imports and adding the tag, right? So I would export all your contacts and all have a export of contacts per list. Okay? So you can export each list of mailchimp right back into all contacts so here is what it’ll look like. When you go to contacts here, [00:06:30] here is exactly what I mean and I select import, I’m gonna import from a file. The CSV file is what you’re looking fro from mailchimp.

Let me see if I have one, it’s been a while since I used this CSV file. What am I doing? Okay, all right, I’ll just use this one. And here is what it’s gonna do. Do you see this? It’s gonna ask me to map my fields, I’ll select my list [00:07:00] so here you’re gonna select your all contacts list and now right down here is where you’re gonna add this tag. Okay?

And what it’s gonna do is, it’s gonna re-import contacts that already exist. I’ll just send maybe this newsletter. And what you wanna do is check this box, update existing contacts while importing. See that? And import them as active. It import and then your all contacts list number is gonna stay the [00:07:30] exact same, the only difference is now you’re gonna have contacts that are gonna have this specific tag because what you wanna do is you wanna make sure that you’re maintaining your segments, okay?

So you’ll do that for every list in mailchimp, all right? So you now have a list of contacts, you have, when you go to contacts, you’ll be able to look at tags and you should have a mailchimp list name [00:08:00] as a tag for every list that was in mailchimp, you’ll be able to see it when you select this. You’ll be able to see all of the contacts that were on that specific tag. I mean on that specific mailchimp list, okay?

Yeah, that’s the good point. Okay, yeah, great. Okay. How do you get them from the content to the list? Okay. Say that again, Jen, I don’t know what content [00:08:30] means. How to get them from the content to the list? So they are on the … oh, contacts, okay, yeah. So now, even though they are on the same list, okay, got it. So contacts, all right, so how do you get them from contacts to list. So all the contacts should be on your main list now, so you have a list here that says all contacts and it should show all of them of course. Let me clear this. In it, it show all of your [00:09:00] contacts that are on that list.

So when you run the import, all of your contacts are now on the list. The next thing you wanna do is segment them, that’s why I said, run another import so now they are on a list and they are grouped. Now if you wanna send a email to them, I would pause just for a second because the next thing I would do, Jen, is go to forms. I will go to forms and create a form, all right? [00:09:30] Let me do this, create a form. And David brings up a good point, if this is overwhelming to any of you listening or Jen, if you just wanna jump on the fast track, ActiveCampaign.com/migrate and they would do all of this for you.

So if you are importing them from your contacts that you already have, yeah, yeah, yeah, well, you are. You are importing them from the contacts you have in mailchimp, not in ActiveCampaign. So mailchimp, [00:10:00] you’re gonna import all of these contacts, you’re gonna create a list, all contacts and you’re gonna import your contacts by CSV file ’cause mailchimp should give you a CSV file per list.

So you’re gonna take each CSV, import it, add them to all contacts, tag them. Take the next CSV file, import it, add it, tag, upload the CSV, add a tag, import them. Right? So by the time you’ve imported all your CSV files, you’ll have all [00:10:30] your contacts on one list called all contacts and separated by tags, okay? All right. Okay, but once you have them into ActiveCampaign under contacts. Yes. So there will be an ActiveCampaign now under contacts and like I said, you’ll be able to see them by list and by tag. So they are just existing and organized at this point.

If I’m not catching everything, feel free to raise your hand and we could talk through it, Jen. But before I [00:11:00] email them, what I would do is recommend emailing everybody from mailchimp first. Email them and send them a link in the email to a page on your website. Show here how to do contact search for different tags. Okay, yeah. So one way to search for different tags, just doing this, clicking on the tags and selecting the tags. All right? That’s one way.

[00:11:30] Otherwise, you can go to this advanced search and do contact details and then tag and you can select the tag that you are looking for that way and hit search. And it will pull up all of those contacts as well. Okay? So you got two options or two ways. Okay?

And then you wanna create a form, create a form and take this form when we got it integrate, you wanna either take this link [00:12:00] or however you want to, however you wanna do it, put the link on your website, on a page on your website where you can send people to. So now when they get an email from mailchimp, they’ll click a link that goes to your website and says, “Hey, I’ve got something new for you, click here to get updates or click here to get it or fill out this form.” When they fill out that form, it’s actually an ActiveCampaign form and they will then import themselves into your account by filling out the form, all right?

[00:12:30] Now, why do we do that? Because the contacts that we can get to fill out their form and add themselves, even though we’ve already imported them, but if they can fill out a form, it’s gonna set us ahead in deliverability. It’s gonna give you just that much more of a better reputation for deliverability sake because they fill out a form and essentially raise their hands and say, “Hey look, I want this stuff.” All right? So I would do that. I would send a couple emails from mailchimp first, [00:13:00] get as many people to fill out that form as possible and then, what you wanna do is you wanna have an automation that sends out, at least two to three emails after they fill out that form.

So right here, you’re gonna start an automation, say submits a form, you’re gonna select that form, select, add, start and then you’re gonna send an email. Okay? This is gonna be a welcome and thank you email. [00:13:30] I’m just gonna create a shell right now for you. All right? And then this is Jen welcome series. All right? And you do the same, then you know, after the welcome email, you go here, wait for one day and then you can send another email and another email.

The reason why we’re doing this is because [00:14:00] now when they fill out their form, we can start nurturing them. So filling out the form is giving us extra points for deliverability. And then, them getting these emails and opening them are gonna give us more points for deliverability. This is how you set yourself up for success when migrating from another platform. Right?
So let me see. How do I email them to fill out the form? So you send that email from MailChimp and [00:14:30] the link that you put in that email is going to link to your website. On your website, you’re gonna have an ActiveCampaign form and that is them re-giving you permission to communicate with them in the future, okay?

Let me, Jen, let me know if any of that doesn’t make sense ’cause that’s what we are here for, for it all to make sense. And if it doesn’t, we need to fix it. Right? [00:15:00] All right. Oh yes, Jen, you are one smart cookie. All right, great, good job, Jen. Good job, I did nothing but talk, you did all the understanding and brain work. So, try this out, Jen and let me know, give me feedback. You know, you could be building out through as we do this office hours, let me have feedback if you get lost anywhere, just type in or if you need some help between now, now is Friday and Tuesday the next office hours at 10 am, [00:15:30] feel free to jump on a one-on-one or reach out to support as well. We are here to help. All right.

So I’ve got Riker. Is Riker on? Riker is normally on. Riker is not on. And I have Sandy and Mark, I thought I saw you with a question. All right, please review the Gmail integration, functionality bit. Okay, yeah, I see yours too, Mark. All right, one-on-ones. David says, “One-on- [00:16:00] ones and the live chat are huge helps, take advantage of those as much as possible.” I agree, David. Good one.

All right, so I’m just gonna go through here. Oh, and Jen let me do this. Let me do this. Let me do … we’ve got a migration guide, too. These are just [00:16:30] good things to have, kind of bookmarked and they are good for a sanity check, right? Just something over your … something to kind of guide you. I’ve placed that in the … oops .. I’ve placed that. Here we go, I’ve placed that in the chat as well for you Jen.

All right, so Mark says … [00:17:00] what functionality are you looking for specifically with the Gmail integration, Mark? Let me know. All right, please review the Gmail integration functionality, if you all didn’t know, you can add your Gmail account to ActiveCampaign and then any email that you send from your Gmail account will show in ActiveCampaign and you do so [00:17:30] by going to My Settings and I believe it’s … is it domains? Where is it, everybody? Haven’t done this one in a while. There it is, deals. Connect your email account, so all sent and receive deal emails are automatically added to your deal stream, reply to emails and generate automations from incoming email. To do that, you wanna add your account and this [00:18:00] is gonna go through the whole Gmail process.

And like I said, if a contact has a deal and you’re emailing back and forth, all of those emails will show on that deal, you’ll see when they opened it, everything with the Gmail integration here. So this is gonna go do an IMAP, an IMAP integration. Let me just make sure, I’m not sending any other ones. All right. [00:18:30] So that’s that one we see here. Just a walk through what it does and how it works.

Oh, the Chrome add on, oh okay, okay, yeah. So that’s if you wanna add your email specifically. If you wanna use the Chrome extension, I can’t show you that on my screen ’cause I’ll need to pull up my email. But the Chrome … I recommend everybody … [00:19:00] Chrome extension. I recommend everybody have this installed on their browser, on their Chrome browser, let me put this link in the chat because what happens is this. When you use this Chrome extension, do you see this? You see how it on the side of your Gmail, if you’re using Chrome, will pull up the entire ActiveCampaign CRM. You can manage tasks, deals and all of your [00:19:30] contacts from that side. You can add people to an automation, you can remove them from an automation. Look at this.

Andy opened an email, let me show you, it will keep … look at that, Andy opened this message a few seconds ago. It will let you know when your emails are being opened and how people are engaging. You can add tags, add people to automations, remove tags, add them to lists, you have the four CRM functionality in the Chrome extension. [00:20:00] If you’re using Chrome, you simply just click add to Chrome and then you enter your URL and your IP key and it’s all good, it’s all good and it’s set up and you’ll be able to start managing.

Because sometimes, you don’t wanna jump back but let me say this. The contact has to exist in your ActiveCampaign account for it to work. Now, if they don’t exist in ActiveCampaign, you can’t add them. You can add them to your ActiveCampaign accountright [00:20:30] from your email. So it gives you a lot of flexibility and functionality. So good question there.

Sandy, Sandy has one. Oh, this mouse is driving me crazy. All right. Sandy, where were you. There we go. I think this is it. Good morning to you, Sandy. I think that got here. All right. [00:21:00] I recently created two forms in ActiveCampaign, they are working fine as far as sending them to people and filling them out and sending back to me. All right. However, when I received the response back, the questions from both the forms are on the email I received back. The person filling out this form does not get this, is there a way to keep them from coming up on the responses I get back. Also, is there a way to set up an automatic [00:21:30] response when someone signs up for our weekly word, letting them know that they will be receiving it the following Monday?

All right. So Sandy, here is what I recommend. It sounds like you have checked both of these settings. Since you are getting an email that shows all the questions from the form, go to your list, select advanced settings and you see this, when send subscription [00:22:00] notifications too, make sure your email address is not here ’cause if your email address is here, then that means you’re going to get those notifications with all of their fields, all right?

That’s the first place to check. The second place to check is on the form itself. So make sure on your form when you go to edit it, under options, see I can have an action that says, ” [00:22:30] Email results,” make sure that is not an action on your form as well. Those are the two ways that you’ll constantly get an email when someone fills out a form.

So make sure that those two are not active. I want the result too, I want the results emailed. Okay. You do want the results emailed, okay, I’m sorry. So if you want the results emailed, we can do it two ways, I’ll just reverse it. You can do it perform and if you do it this way, where [00:23:00] it says, “Email results,” here is the thing. Make sure you don’t … the from email, please don’t use your email. Okay? Do something like noreply@sandyjones.com. Like whatever your website is, do noreply@ as the from email ’cause otherwise, if you send it from yourself, it’s going to get marked as spam and it won’t go. Okay? It won’t go into the inbox [00:23:30] and you’ll miss it.

So this is one way, every time someone fills out this form, you send the email to you and then from name, you can even … I would honestly call it active. I wouldn’t say ActiveCampaign, just say your business. So like sandyjones@ … something like that, right? And then you can have a subject line.

Or, a easier way where you don’t have to configure it as much is going to the list. If you go to the list [00:24:00] and do advanced settings and select send subscription notifications, put your email in there. I have two forms of customers getting the correct form, however, when I get the response back, yeah of course. Ah, I’m almost following you. I know you have two forms, but you say, “When I receive the response back the questions from both forms are on the email I receive.”

What you may be seeing is all of the custom [00:24:30] fields. But there shouldn’t be data in all of the custom fields. There should only be data in the fields that they filled out. Are you saying you’re seeing data in all of the fields? There is none. So that is what it’s … yes, yes, yes, so you see even the blank fields. Even the blank fields will show. [00:25:00] Okay, all right, I got it, no, no, you’re doing something right. I mean, you’re doing everything right. And what you see is, as they fill out the form, more and more fields will be populated, all right?

And then, lastly, is there a way to set up an automatic response when someone signs up for our weekly word? So here is what I would do, Sandy. I will set up an automation and since you [00:25:30] don’t want it to … what time do your send out your weekly word on Monday? I’m gonna say, submits a form, 5 am, all right, great. So what I would do is this, I’m just gonna do a new form. So you have your start trigger, you have your form as a start trigger [00:26:00] and then Mark, everybody, everybody pitch in here ’cause I can’t remember how I wanna do this.

What you wanna do is, if it’s Monday after 5 … okay, there it is. How about this. Check my logic everyone. Date and time. Current day of the week is Monday. [00:26:30] And the current time of day, where is it, current time is greater than 5 am. Let me think. If it’s Monday, if the current day is Monday. No, I wanna do it that way. What I’ll say is this, I’m gonna simplify this, let [00:27:00] me go simple first.

All right, gonna wait until it’s not Monday. All right. And hit save. So whenever someone submits this form to sign up for your weekly word, Sandy, whenever they sign up for it, what we’re saying is, since you’re sending it out Monday, you don’t wanna let them know [00:27:30] it’s coming the following Monday on Monday. That sounds very confusing. But let’s say they signed up at 3 am. Essentially, we’re looking for the 12 to 5 am block, we’re looking for that five hour block that they could potentially sign up and get an email that says, “Next Monday, expect your weekly word.” So we could do that.

So anyways, so what I wanna do is, I wanna [00:28:00] reserve the entire Monday. Sandy says she got it, right. So wait till it’s not Monday and then send out the email that says, “Hey, this upcoming Monday, you’ll receive the next weekly word,” and then just add a email right there. So, that’s a way to do it.

And then of course, you can start getting more advanced from there. But I think this is a great start for [00:28:30] you. This will do exactly what you need it to do, Sandy. All right?

Let me get to Riker’s ’cause he had … let me see … he had a really good question and I wanna answer. There are three, this is gonna seem like a lot but I believe they are related and then David, I’m coming to yours. I saw yours in the chat, David, [00:29:00] so I’m coming and I’m gonna answer yours. What trends has ActiveCampaign seen across the industries about the percentage of customers who wish to be on email lists but do not complete the double opt-in process?

You’re not gonna find any trends industry-specific at all, if someone is giving you industry-specific trends about double opt-in conversions or completion rate, don’t trust it because it’s [00:29:30] not specific to an industry at all. It’s specific to the audience, how you’re framing your offer and how you’re framing the messaging in the double opt-in. So I would messaging and offer are what attribute to trends, okay? For all of you, if you don’t know double opt-in is when you opt in if you fill out a from and then after you fill out the form an email goes out and says, “Hey, we’ve received [00:30:00] your information, can you …” right here, so if I do subscribes to list, we call it opt-in confirmation.

And by the way, this is where it said, if you’re in the form, you go to options and you have to have a action that says subscribes to list. Click that gear button and then it’s opt-in confirmation, it’s on by default. Go to edit and everybody receives this email, thank you for requesting, please click the button below to download your resource, when you do, you’ll be providing me with permission to send [00:30:30] you updates. Now, I’ve customized mine but this is what a double opt-in is. We call it confirmation opt-in and guess what, no, you do not have to have this on, Jen, at all.

In fact, this is a good reason to make sure you’re checking in on Monday for the tip of the week because this enabling single opt-in walks you through how to go here and turn that off. Yeah. [00:31:00] Turn that off. So, while would you keep it on? Well, some people … I always recommend double opt-in, Jen, for people just getting started because it gives you a layer of protection because people, if you’re new to your audience, and you don’t know like their response rate and their accuracy, some people can mistype their email address. So double opt-in serves as a catch to say, “Hey, wait a minute, is this email address real? Did you sign yourself up or are you trying to sign somebody [00:31:30] else up?” It’s a very good security point to ensure that your list is clean. All right?

So opt-in confirmation or double opt-in, that’s what it’s used for and that’s why traditionally email marketing service providers have required it because it’s like, “Okay, it’s one thing for someone to fill out a form but it’s another thing for them to go to the email address that they said they owned and click a link.” Now I know that that inbox exists and my deliverability is safe, [00:32:00] instead of people putting in a fake email address or misspelling their email address and you’re sending emails to that.

If you don’t have double opt-in in there, you start sending emails to faulty addresses and then your deliverability will get hurt.
All right. So the double opt-in or this is the percentage of people who click that link in the email is going to be relative to how bad they want what you’re-

[00:32:30] All right. Looks like I cut out, sorry everybody. Don’t know what happened. This has never happened before so it just cut out on me. But I’m back. Can you all hear me, I’m sorry. Sorry if that was … let me know. Okay, great, great. All right. I think I need to hit record. Oh no, look at [00:33:00] that, it’s still recording, that was the weirdest thing ever. All right.
Mark, I [inaudible 00:33:10] with you today, man. Yeah, it is a snowstorm up here in Chicago, all kinds of things are going crazy.

All right. Let me get back to my thought here. So what will happen is, if somebody really wants what you have to offer, if your messaging is on point, your offer is just right, they’re gonna go click that email, they find the email [00:33:30] and they’ll click it. Now I will tell you what I have seen as far as trends. Now but this is not specific, that’s the thing, it’s not specific to a industry. But I’ve seen accounts as low as 30% and as high as 86%, so I guess that’s not even helpful.

So what I would recommend is measuring it for yourself, measuring it for yourself and if [00:34:00] you are using confirmation opt-in and ActiveCampaign, the easy way to do it is to go to status and go to unconfirmed, right, these will pull up all the contacts that have not confirmed their email address and just divide that by all contacts. That will be your percentage if everybody is using the same form to be added.

The caveat is, opt-in confirmation exists at the form level, not the list level. So if they are added to your list without filling out a form, [00:34:30] they will show as unconfirmed, you still be able to email them, you won’t get dinked for deliverability but it will throw bad calculation off.

So I recommend people starting out to use the double opt-in, just to be safe so for instance, Sandy, this is what it looks like standard. [00:35:00] Opt-ins, and then go here. If I go edit, this is the standard one. Now, in platforms like MailChimps and other email marketing providers, you would be able to change this text but nothing else. Well, you can change this entire email, you can customize this entire email. That’s why, what I’m saying is, you might as well use it if you’re just getting started ’cause it makes things easier and when they click this button, like I don’t even have it confirm [00:35:30] my subscription, I could say, “Download your cheat sheet,” okay?

And then when I go here, I don’t wanna do that, I wanna do that. And what will happen is, I can determine what URL they’ll go to after they click this. So if they click that button, I’m gonna say, instead of show message, redirect to a URL. So now my double opt-in email, [00:36:00] my confirmation opt-in email is serving as a delivery email as well. You get two for one.

This is the only platform that you can customize that entire email as easy as this and get the functionality of double opt-in with a customized email. So that’s what I recommend and in fact, I’ve got an additional resource for you all. [00:36:30] This shows you how to do it. Didn’t want that, not you know …

Here is a guide to show you how to customize, it walks through in depth on how to customize it. All right? So that’s another one. But Sandy, you had a question, let me see. Or was it Jen, I think Jen you had a question. All right. All right, so Jen says, “But if someone [00:37:00] filled out their email wrong or mistyped, the person would never receive it to confirm.” Absolutely. Yep, yep. And this is true. But the problem is, you need a way to know that they won’t receive it, right? You got all these contacts coming in, you need a way to say, “Hey, wait a minute, this person didn’t receive it, this person is not real in a sense.” So it really is for protection on your end [00:37:30] as well, not just on their end, all right?

And let me get to Rosalyn. I see your question, let me get to David’s question, then Rosalyn, I’m coming for you, or coming for your question. Oh David, where was your question? All right, here we go. Quick question about goals. [00:38:00] I love goals, I love goal questions. Oh, I didn’t finish Riker’s, let me finish this. How much on average across industries does double opt-in improve deliverability and decrease unsubscribe, in other words, do the deliverability benefits outweigh the potential customer acquisition costs?

Again, industry-specific, who knows? It’s all about email engagement. If people are engaging with your email, double [00:38:30] opt-in, single opt-in, it doesn’t matter. If you’re creating content that’s engaging, you can break all the rules and laws that say, “Hey, you should do this.” Now there are some rules of thumb, right, to improve your deliverability you need to make sure you’re very clear with telling people what they will receive and how frequently they’ll receive it. You need to be able to consistently gauge when people are engaged and unengaged and act accordingly.

[00:39:00] So if somebody hasn’t opened an email in six months, you probably should start emailing them, especially if you email like two or three times a month. Two or three times, three times six is 18 emails. After 18 emails at no engagement, you’re gonna hurt your deliverability. So what improves deliverability is you being responsible in the terms of clarity and communication to your audience and effectively monitoring their engagement, [00:39:30] okay? Those are the things that are really gonna help you.

And then does double opt-in help with the GDPR compliance? Two totally different things. GDPR is all about website tracking, cookies and what people can and cannot track. GDPR has nothing to do with double opt-in or deliverability. Double opt-in has everything to do with the can’t spam act of, I think it was 1987 I believe. The can’t spam act is what double opt-in appeals to and the can’t spam act in [00:40:00] Canada, Canada’s can’t spam act, those are attributed, that’s what double opt-in affects. GDPR is totally different and we’ll have some documentation coming out to help unmuddy the waters on that because GDPR is very much website, what you can and cannot track-based. Somebody should be able to say, “I don’t want you to track my activity,” and just like someone can unsubscribe from a email, they need to be able to opt out of not being tracked. [00:40:30] That’s like the broadest terms, there is a lot more details.

And here is what Riker was saying, I’m asking because mailchimp decided to make single opt-in the default for the email list due to a high rate of legitimate customers failing to complete the double opt-in procedure. Well, I would say this, though, mailchimp has a free plan of 2,000, more than half of their customer base. Let me not say that I’m assuming, I can’t remember the numbers but a good portion of their customer base is on their free plan, so it’s not like there are a lot of experienced [00:41:00] users using the platform. So at that point, you’re not being responsible so it doesn’t matter, like I said, if you’re using double opt-in or single opt-in. If you’ve got a platform of irresponsible users, you’re going to get a low completion rate of the double opt-in.

So that comes from anybody can sign up for mailchimp and just start sending out emails. They don’t have to have their messaging and everything together, so that’s gonna result in a low deliverability or [00:41:30] completion rate of the double opt-in message. So that to me, if that’s the move that mailchimp made, for one, it’s everybody’s asking for single opt-in, for you to mandate double opt-in, that’s like so 2005 everybody. You know? That was back in the day when email marketing was new, they were mandating double opt-in, that’s just not a thing. We don’t mandate it at ActiveCampaign. No marketing automation platform demands it.

So this is just [00:42:00] really mailchimp catching up and they put some excuse. And I shouldn’t say excuse, they put some reasoning and logic behind it but I think this is from the customer base. It’s from the customer base, there is not a lot of savvy users. There are savvy users using mailchimp. What I’m saying is, they have a free account and a lot of people who are using their paid account do not know how to use … the don’t know how to send personalized messaging, ’cause mailchimp doesn’t make it easy to really personalize [00:42:30] and segment your list.

So all they do is just blast, email blast. You know? So that’s what is gonna draw to a higher rate of people failing for double opt-in. I’m telling you, if you’re clear with your messaging, you have a enticing offer, you don’t have anything to worry about. No matter if it’s email or a phone call or a Facebook add. That is tried and true across any form of messaging. All right?

[00:43:00] All right, David. All right. So David says, “Do I need to have both of these goals set up in this automation? I started with only one of these but it seemed that only the contacts going down the no no route were achieving the goal where the contacts who went down the … were not achieving the goal. I also do not want any of the contacts who go down the yes, the initial [00:43:30] yes path to end up down here. Here is the automation.

David, you’ve got to put the shared link to the automation in here. That’s your account link, I can’t access that but if you go to your automation, the one in question. Let me see, he might have already put it in here. Okay, yeah, no problem. Go to your automation. [00:44:00] And then click this drop down here, share, this is the URL. I need you to copy paste in there, then I could take a look at your automation. And while you’re doing that, Rosalyn, let me get to yours. Look at that, I think I’ve got all the questions.

Rosalyn. Hey Rosalyn, good to see you, again. Always good to see you on. I’m considering changing my website builder from Beaver Builder to Thrive [00:44:30] Themes Membership with Architect and Thrive Leads Quiz. That’s a big move. I know, there it is, yeah, you got it David. I know it has an integration with ActiveCampaign. I see you use Thrive Quiz, yeah. My question is in general, how does the integration work? On my forms, will I be able to get the detailed information that I collect on a quiz on longer lead forms?

So what happens is this. I did a webinar [00:45:00] with Thrive. If you are a member of Thrive, it’s in their community, Rosalyn, actually, I recommend watching that webinar as we went through exactly this use case. But what happens is, when they start the quiz, there is two ways you can have it. You can have the quiz gated or not gated.

Gated means they have to put their email address in before they take the quiz, non gated means they can go through the entire quiz and then choose to put their email address in to get the results. All right? So either way, [00:45:30] you need an email address. You need to capture that email address to be able to see the results in ActiveCampaign.

Now, the forms in ActiveCampaign do not integrate with Thrive Quiz builder at all. Instead, you can tag, you build the form in Thrive Quiz Builder and you tag people, based on their response. Once the quiz is done and they’ve submitted their email address, all of those [00:46:00] tags are then added to the account.

So it’s not a form submission. So let’s say you had three questions, one question was, “Hey, are you a freelancer or a business owner?” They say, “Freelancer,” now, the freelancer tag is cued. Then you say, “How long have you been in business? One year or more than one year?” They say, “More than one year,” you have that tag now. Then you say, “Would you like for me to contact you, yes or no?” They say, “Yes,” so the three tags will be added to the contact record when they complete that quiz.

So you’ll want to use [00:46:30] the presence of one of those tags as a start trigger to an automation that does the filtering, you know to determine what response to send them. But Rosalyn, do not try to … and what I said, even if it makes sense, I highly recommend going into the free membership in Thrive and looking up the webinar that I did with Hannah. I did a webinar with Hannah and we walk through that.

[00:47:00] Oh, oh, you’re talking about Thrive Leads. Okay, so that was for Thrive Quiz. For Thrive Leads, yes, yes, yes. So what will happen in Thrive Leads is they are gonna send over the name and email address, always. You’re not going to … if you form in ActiveCampaign has custom fields, you’re not gonna get those custom fields. Thrive is not gonna pull those custom fields in. Thrive is going to send email and name and you can also [00:47:30] have it to submit a tag or tags when they submit the form, when they submit the form in the Thrive Leads.

You can also, I believe they’ve even updated it to where it can submit a form in ActiveCampaign so you can use the submits a form start trigger. However, the only data that it’s gonna come across is going to be the name and email. If they’ve changed that, somebody let me know but last time I used Thrive Leads, it had the name and email and that’s what [00:48:00] it sent over and if you had any additional custom fields, that data was not sent but you could add a tag as well.

All right? But like I said, double check with Thrive, make sure you go and talk to Thrive as well just to keep me honest ’cause I haven’t used the integration in a while and they may have changed some things. [inaudible 00:48:25] okay, thanks, okay perfect, great, great, thank you [00:48:30] for asking, Rosalyn.

All right, last question, I’ve got one minute but I’m not gonna speed through this. I’m gonna take my time as needed, I’ll say. But this is David’s automation and let’s see what David’s got going here. [00:49:00] Yeah, yeah, yeah. Okay these are easy, email, email, last one, please be easy, please be easy, please be easy. There we go. All right.

So let’s look at this, David. Here is what I would say to you. Okay, [00:49:30] so David says, “I also do not want any of the contacts to go down the initial yes path to end up down here.” A-ha. So if they go down this path, you don’t want them to end up anywhere down here. All right. So let’s see what’s gonna happen. I started with only one of these but it seemed the only contacts going down the no no route … no, no. So if they’re only going down the no no route, [00:50:00] where the contacts who went down the no yes route were not achieving the goal. All right, let’s see how … you have your goal, configure.

Has a combination of goals below the contacts wait. Has a combination of tags, I should say. Has a combination of tags below contacts wait. Is this is the same, is this the same criteria? There are the same, all right. [00:50:30] So I would do either or, I wouldn’t use both and since you don’t want the people here in the yes branch to come over here, I think the safest bet would be to use this wait until unless they need to skip this email if they have all of these tags, if they have this tag combination.

But since our goal has the wait condition in it you don’t need [00:51:00] both. The question is, do you need them to jump or not? Okay? Yeah, I want them to skip the email if they got multiple tags. So what I would say, since, well honestly, here is the easy way to do this. I would break this up into its own automation because there is no way, even though it’s only 15 minutes, I will wait more than 15 minutes. I won’t send two [00:51:30] emails 15 minutes apart because it doesn’t give them any chance to open this first one.

I like to wait at least a day but I see what you’re doing here is kind of like, “Oh, yeah, and don’t forget this.” At least an hour. In fact, what I’m saying, here is what I’m thinking, David. I’m thinking of somebody who is at work, logs into their computer, maybe their check their email at eight, they don’t see anything, and they don’t check their email again till their off work. I’m talking about their personal email. [00:52:00] At that event they see two emails from you. So I’m all always like, anything under eight hours, I’m always kind of nervous on it. So just a tip there.

But I’d break this down to its own automation, call this the graduate. I’d call this the graduate basic automation and then right here, down the yes path it would just say into automation, that way, you protect them from achieving this goal and being poured down here. So that’s [00:52:30] the first thing that you can do.

And then now, we’ll have this no no branch here and what we’re essentially doing is … attended and missed. So if they attended and pretty much left early, they attended the workshop and left early, yes, that’s tough if it’s … okay, yes. So they missed the offer but attended. So to me that’s they left early. Did they leave early, yes, send this email. [00:53:00] did they not leave early? That means they saw it, right? That means the saw the offer, so now it’s just kind of like “Hey, come on here,” and this one is kind of like frame what they missed.

So this is good. Then at the point where … what’s the difference? They missed the offer, they attended, they all watched the replay. Okay. So you’re adding [00:53:30] that they watched … let me just look at it this way. So missed the offer and attended, so now you’re adding missed the workshop and … this one might be tricky ’cause either they attended or they missed. So that logic is gonna throw it off a bit. Actually it’s have they seen it before or have they never seen this before? Okay. Which one? Which one are you talking [00:54:00] about, have they seen this before?

Oh, you’re saying that’s what this means. Have they seen the offer before or not, got it. Yeah. So here, my only concern here is that you have missed and attended. This, to me, this is a radio button, right? You can be either or, you can’t be both, they either missed it or they attended it. So having both of these here, this would essentially never be true. So what’s [00:54:30] happening on the no no branch.

Here, hey everybody, I’m gonna let David talk through this. We’re at our hour mark, I’m just going over another five minutes, we’re gonna go to like 2:10, so if you gotta jump off, no harm. But sometimes I do go a little over and I wanna understand this, you know, make sure that everything is clear. But if you have to take off, everybody, that’s fine. Have a great weekend and thank you for attending.

David, how are you doing? [00:55:00] Let me unmute you.

David: All right.

Chris Davis: All right, there we go. I hear you now.

David: Can you hear me?

Chris Davis: Yeah.

David: Okay, perfect. Thank you so much. So yeah, I made this a little while ago and I can see a few ways where I can actually kind of clean this up.

Chris Davis: Okay.

David: But this is … this little webinar appetizer is essentially supposed to go out like the day after they signed [00:55:30] up for it. But sometimes people will sign up for a webinar the day off and so in that case, I’d want them to jump past that webinar appetizer email because I don’t want them to get that like after they’ve already integrated.

Chris Davis: Oh, I see what you’re saying, I see what you’re saying.

David: So in a way there’s an additional automation that I have set up where based on how they [00:56:00] interact with the workshop. Mark, I saw that you had asked what we’re using to keep track of all the data for attending the workshop. That is, we’re using webinar jam and so it’s automatically adding those tags, whether they watched the replay or missed it or attended it or something like that.

And so if they’ve already passed the time where they’ve interacted with the workshop, then I don’t want them to receive [00:56:30] that appetizer email. Does that make sense?

Chris Davis: Yeah, it makes sense. What I would say, you really just need one goal and it doesn’t matter if it’s on the yes or no path.

David: Okay.

Chris Davis: I would have the goal and then … so let’s say we do it on the no path, here is what I would do, I would do this. Oops. I’m trying to put it on the goal, there. And then delete it ’cause these goals are essentially the same.

David: Yeah, [inaudible 00:57:01].

Chris Davis: [00:57:00] Yeah. So here is what I would do. If you do this-

David: It really only makes this step because I wasn’t sure how I should do that but I actually realized that I could probably get away with cleaning this up by putting some conditional material into those emails so they can condense it to one path.

Chris Davis: You could do it that way. You could do conditional but the only thing with conditional is you’ll [00:57:30] lose the visibility. Which I like the visibility here. The only thing you need to do, Mark’s mentioned it too is use a custom field for the event date and configure this goal for that. So instead of tags, you wanna configure it for goal to be after the event is over.

David: Sure.

Chris Davis: Right? And then that way, everybody, after the event, nobody gets any of these emails because they’ll just jump down [00:58:00] right here.

David: Okay, yeah, that’s a good idea. I haven’t quite figured out how to get that information from webinar jam yet but I will look into that and see if I can figure that out.

Chris Davis: Do it this way, do it this way. When you’re using webinar jam, you can add a tag when someone registers.

David: Right.

Chris Davis: Okay? So that tag, register tag should start an automation and in that automation, you can populate the date of that webinar in [00:58:30] a custom field. And then you have it for every contact.

David: How would I get the information for which webinar they registered?

Chris Davis: Oh, ’cause you’re running multiple ones?

David: Yeah, like right now, what’s on our site is the February one that just passed. And the March one that’s coming up.

Chris Davis: Okay, I got you.

David: And so we leave the February one up for a couple of weeks, just in case people wanna watch the replay.

Chris Davis: [00:59:00] Yeah. It’s a good question.

David: You push from webinar jam just [crosstalk 00:59:05]

Chris Davis: I’m not sure. Mark may know too. You can push from webinar jam, [inaudible 00:59:14]. I don’t know, Mark. What I was hoping, David, is that they applied a tag on when the webinar is over but I don’t think they do. They don’t apply a tag when the webinar is ended. They’ve applied a tag if you’ve missed a pitch, if you left before [00:59:30] a particular time, all of the things except when the webinar is over.

David: What the data is.

Chris Davis: Yeah, yeah. So how many of these do you run a month?

David: One. Which is pretty easy but then not everybody, like I said, not everybody is signing up for the upcoming one. Sometimes they sign up for the one that just passed.

Chris Davis: Okay.

David: Which makes it harder.

Chris Davis: So it may- oh yeah, yeah, you wanna … when it passes, through, what happens when they register for one that’s passed?

David: [01:00:00] If they register for one, what do I want to happen? I want them to … they would from webinar jam already get the email that says, “Here is the link so that you can watch your replay,” and then I would want them to immediately go into my next automation, once they watch that replay which is the nurture series.

Chris Davis: Okay. [01:00:30] And what landing page software are you using?

David: Actually, the hard thing is right now we’re not. We’re just using webinar jam.

Chris Davis: Okay, that’s fine.

David: As the way that people register for that. But I don’t want that anymore, I want it to be on a landing page so that I can get additional information.

Chris Davis: Yep, yep.

David: And I also want a … if we do it that way, I can actually set up a separate landing page for different Facebook [01:01:00] advertisements that we run so I can keep track of which ones are working and which ones are not.

Chris Davis: Right, right, right. Okay. All right, well, David, let’s pick this up on two-

David: All right, I appreciate [crosstalk 01:01:14]

Chris Davis: I think you have enough to get started, thinking about it. And then we’ll come back. And then that’ll give me some time to look at webinarjam too.

David: Okay, cool.

Chris Davis: All right, great to see you, man, talk to you again.

David: Good to see you, too. Thanks for taking the time to do this [01:01:30] with me.

Chris Davis: Yeah, no problem, David.

David: All right.

Chris Davis: All right, have a good one.

David: See you.

Chris Davis: All right, great. Everybody, that’s it. Mark, you be safe too. If you all are in the snowstorm, be safe, be warm and thank you again for attending. We do it every week, Tuesday at 10 am Central, Friday at 1 pm Central, hopefully I will see the majority of you back on Tuesday if you’re watching this replay, hopefully I’ll see you on for [01:02:00] the first time. Tuesday at 10 am or Friday at 1 pm.

So with that being said, thank you all, have a good one, I’ll see you next week.