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Office Hours – January 19, 2018

Recording of Office Hours hosted by Chris Davis on January 19, 2018.

Topics covered in this session:

  • How to build an automation to drive live event registrations
  • Configuring if/else conditions correctly
  • Using the “Wait until” action
  • How to move contacts on multiple lists to one master list

Transcript

Chris Davis: All right. Lyndsi has a question, and we are coming right to your question, Lyndsi. Where am I at? I’m going here. Let me grab your question. You may just get an automation in your name, Lyndsi. Lyndsi. All right. Lyndsi says, “I have created an automation that has if/else [00:00:30] statements. It is active, and when it gets to the if/else triggers, it just goes to a default pattern. The if/else statements are based on interaction with an email, if they click on a link or didn’t open an email.”

Great. Lyndsi, let’s do this. Let’s just get down and dirty. How about that? No theoretical, philosophical stuff. Let’s just find out what’s going on. How about that? So, if you can go into your ActiveCampaign account, and next to [00:01:00] the automation in question that has all of the if/else statements. If you can click this drop down arrow, and select share. This link right here is what I want you to put in the chat, and then that will allow me to import your automation into my application, and then we’ll walk through it and see exactly what’s going on. Yep.

For everybody else listening, if you wanna share an automation and have me look over it or walk through it, please don’t hesitate. Grab the share link. [00:01:30] Again, you go to the automation, click the drop down, and hit share. You generate that link for me and I’ll be able to import it and go over your automation. Again, this is Office Hours. It’s very hands-on. It is what you make it, so I’m here to answer your questions and help you out in the application. You know what? It’s not limited to questions either. If you just have feedback on something that’s working well, something that’s not working well, this [00:02:00] allows the collective group to harness your learnings and be better. So, yeah. All is green light for Office Hours. So, yeah. Lyndsi, just let me know. I’ll keep an eye out on this chat for that share link. And like I said, I’ll import it right into my account and we can go from there. I think I’ve answered all of my questions. [00:02:30] Yeah, I’ve answered … Oh, I think I forgot to send Carly this one.

So Carly has one, too. Let me do that. This was a good question. I totally forgot. All right. Here we go. So, I’ve got another one. Lyndsi, I’m not skipping your question. I’m just waiting for you to post a link, and then I’ll jump back to [00:03:00] what yours are. Yep.

Oh, yeah. No problem. So, select automations, Lyndsi, and then go to your automation. You can find it, and then go to the drop down right next to it, right next to the edit button, and select share. And then, when you hit share, copy this URL right here, the TPL share, and post that. Yep. No problem.

Maybe I [00:03:30] did do this. I think I did answer, ’cause … I’m sorry. Oh, I did answer this one. I answered Carly’s. I sure did. Yeah, ’cause we went over the check box and had multiple checkboxes instead of one. Nevermind. All right. Just wanted to make sure. I don’t wanna leave anybody out here.

All right. Great. Lyndsi has given me here link. [00:04:00] For all of you, if you don’t know, if you click New Automation and select Import Automation, you’ll be able to put the URL there, and the automation that any account has shared, you’ll be able to import directly into your account. All right. We’ve got a couple of them. So, this is the first one. I’ll just used any list. You probably have some emails in here. It’s gonna ask me … yeah. So, I’ll just go through updating the [00:04:30] emails. Has clicked on … it doesn’t really matter. I wish I could say any link. Any link. Next. It’s gonna ask me for conditions for each of the if/else’s. Or, at least it should. It doesn’t look like it is. All right. Fine. It’ll probably come back.

All right. So, that’s one. Use the second one. Okay. I’ll use the second one. Let me [00:05:00] just name convention everybody, so I can find this one again, Lyndsi. Just in case. Let me use your second one. Copy. New automation import, paste it. Let’s see. Any list. [00:05:30] Yep. Just select a regular … Oh, these are within this one. Which one is this? London seminar. Or, you attended. All [00:06:00] right. Great. If it asks me anymore, we’ll go from there.

So, let’s walk through this. All right? Now, when a contact subscribes to your particular list, that’s what you’re using as a start trigger, you’re gonna send them this email. I’d imagine this is an announcement for an upcoming seminar. Yep. There [00:06:30] it is. And then, they can register. They click this button and they probably go to like a landing page and register.

Just curious, what platform are you using for this seminar? Are you using something like GoToWebinar or something, or is this a live and in person thing that they do? “This is live.” Okay. Great. So, they’re registering, and then you’re probably doing probably like Eventbrite or whatnot? Something similar when they register online and show up in person? [00:07:00] Wufoo. All right. Cool.

Okay. So, now what’s gonna happen is she’s gonna send this email, and then wait until the contact has clicked on the campaign or has opened … Oh, there it is. Okay. So, 10 minutes isn’t long enough. That’s probably why everybody … so for this one, everybody should have been going down the no path. Is that what you were seeing, Lyndsi? Everybody was just going [00:07:30] down this no path and they were never going down the yes path? ‘Cause if that’s the case, I know exactly. “Actually, they were going down the yes.” So, this is saying, “Does the contact click a link in, or has not opened?” When it says, “Has clicked a link,” … Oh, it says, “Or, has not opened.” Oh. Okay. So, yeah. There’s a few things. I see why they went down the yes.

[00:08:00] Two things. Two things. These are really important, okay? For this, you wanna make sure … yep. No problem. You wanna make sure that you give … this was so good, Lyndsi. Remember, this Wait Until, which by the way, is my favorite wait state in the ActiveCampaign app. It works like a race condition, which means whichever one of these statements is true first, [00:08:30] executes this wait statement.

So, what you’re essentially saying is if they don’t click within 10 minutes, go. Right? So, you’re really giving them 10 minutes to click or open the email, which isn’t enough time. So, if I did this … Look at this, Lyndsi. If I give them two days and hit save, it changes everything, because now … what happens if they click in 10 minutes? They still go through, because [00:09:00] this is gonna say, “Which one of these is true?” So, if they click in 30 minutes, they’ll still go. If they clicked in one day, they’ll still go. So anytime less than two days, if they click, they’ll automatically progress, which is exactly what you want. But what this time limit is saying, is don’t hold them here for longer than two days. After two days, if they haven’t done any of this, let them go anyway.

So, what’s happening [00:09:30] is you had it as 10 minutes, and it was not enough time for them to do this, to click or whatnot. So, what happens is they came here, and you have, “Or, has not opened.” Since in 10 minutes it wasn’t enough time for them to open, it says, “Yes. They haven’t opened.” And it goes down the yes branch. Okay?

So the other thing that I will want you to do … Hold on. We got a question. [Ryker 00:10:00] [00:10:00] says, “Could you use a goal to hold them there if you wanted to do so?” You could. You could. The only reason why I wouldn’t use a goal here, Ryker, is because this is sequential. If I use a goal, I don’t want them to be able to skip this email, although I could configure the goal like that. But since goals are for more jumping people to particular places, and Wait Untils are more sequential, this is very much sequential. Once you do this, I need to do this, then wait for this. [00:10:30] So, yep. Yep, absolutely.

So, automation building best practices, when it comes to if/else, Lyndsi, use this and it will serve you well forever. It’s gonna make your life easier. Never use Not. Literally, never use the Has Not case in any time in the automation. The reason why I say that is because [00:11:00] you don’t get to determine what these branches are. We’re automatically gonna give you a yes and no. Right? So if I say, “No. Has not opened,” I’m really saying, “Yes you have opened.” Right? It gets really confusing really quickly. So since we always have a yes and no, what I’d like to recommend is that you always use positive logic. So instead of saying, “Has not opened,” we can say, “Has opened. [00:11:30] Has opened. You attended.”

I lost it. I’m drawing a blank. How about that? You attended. Here we go. Now, my yes is yes. So when I look at this and say, “Have you clicked on a link. Yes? You go here. Have you opened the campaign? Yes? You go here.” [00:12:00] But, I could see what you’re doing though. You’re saying if they’ve clicked on a link. Well, yeah. ‘Cause if they clicked on a link and haven’t opened, those are two different segments of people. Right? I would wanna talk to them differently. If afterwards they clicked and hadn’t opened … Right. Yeah, yeah, yeah.

So, you know what you can do is, I would split this up. Let’s split it up one more level, Lyndsi. Okay? So [00:12:30] first, let’s check for click because … “Have your plans changed?” This is if they didn’t click right here. And then, here it is if they did click. Got it. Got it. Got it. Got it.

All right. So let’s do this, Lyndsi. We’re gonna flip this. I’m gonna share this automation back with you, so you don’t have to worry about trying to build it out yourself. Oh, hey. I’ve got a couple questions. It came in anonymous. “Hey. Why can’t I seem to start an automation with the goal?” All right. Great. I’m [00:13:00] gonna get to these other questions, too. I’ve got a question. It just says anonymous attendee, but it’s on a starting automation with a goal. So, I’ll answer that as well.

So, here what we have is if they’ve clicked the link and really we want feedback to know if they register, right? But right now, I’m just gonna say if they’ve clicked, they’ve registered. Or, they’re interested in more details. So what I’ll do [00:13:30] is this, I’m gonna get rid of Has Opened for right now, and I’ll show you why in a minute. ‘Kay? Has Clicked Any Link. So, yes. So now, these are actually flipped. What I want to do is … I wonder if I can move this? Let’s see if I can move this without hurting anything. I wanna move all the current steps below it. My screen, I got to … there we [00:14:00] go. All right. Let’s see what happens.

I’m gonna copy this action. Yeah. Before you can move this if/else action to that position, you need to remove the action in its Yes branch. Yeah. I need to flip these is what I need to do, but we’ve got some nested loops here. How do I wanna do this? [00:14:30] Oh. Oh, okay. So, this is for the people who register. I thought you were saying, “Have your plans changed,” like you know, “Were you not interested?” Okay, great. So, that makes it even easier. Thank you. Thank you, Lyndsi.

All right. So, if they clicked, this is where they go. It says, “Have your plans changed? We’re just two days away.” And then, we wait and see. We’ll have to change this, too. And then, [00:15:00] we’ll go. All right. So, that’s fine. And then, if they haven’t … right here. They haven’t clicked, right? So, the next thing we need to do is wait and see if they opened. You see that? So, I’m gonna nest this and say, “Have you opened the email?” Because that’s gonna tell me something. I forget what email it is. It’s the London Seminar. I hit the wrong button.

[00:15:30] ‘Cause what Lyndsi is doing is a very smart job. She’s segmenting through the automation. She’s catering the communication based on what they’ve done. So if they haven’t clicked, my next question is, “Did you even open?” Right? If you did not open, then I probably just wanna send you a reminder here, a reminder of this one. [00:16:00] Right? Just say, “Hey. Just wanted to make sure this one didn’t get lost.” Right? ‘Cause you know that if they click, they opened, and they see exactly where … yep. There you go. Good. That’s a good one, Ryker.

I’ll say, “Lyndsi Seminar Reminder.” Okay. And here’s what I’ll do. [00:16:30] For this, I’m gonna do this. Now, it wants to go activate all other emails. That’s fine. ‘Cause we get it. We get it now. Lyndsi, when I share this back with you, you’re gonna have to adjust all your emails. But now, let’s look at this. I say, have they opened the email? If [00:17:00] they haven’t clicked … click is what I want them to do. That’s the primary thing I want you to do is click. Okay, you didn’t click. Let me see, did you at least open? ‘Cause this is expressing interest, right? If you at least opened, then yeah, I can send you some more reasons for you to, essentially … well, let me see.

Excuse me. Are these two the same, Lyndsi? This one and this one? Are they the same [00:17:30] email? Mostly. Okay. All right. So, there is some differences. I was gonna say you could merge the paths and save an email, but if there is some differences here … So, now if they’ve opened, I’m going this way. If they haven’t opened, I’m sending them a reminder, and then I am gonna do a Wait Until with no … I’m not gonna do an actual time limit. Hold on. [00:18:00] Conditions editor. What is this? All right. Wait until … I would say, “Action. Has clicked on a link,” and it will be the reminder, or … right? Not just a reminder.

What happened here? Let me hit save. This Import Wizard is out of its mind [00:18:30] here. All right. That should’ve done it. I wanna add another condition here. I must have one more step. That is so weird, everybody. Give me step 12. All right. [00:19:00] I think we’re in the clear now. Or, has clicked a link on the original one. This is where a lot of people forget to add. Where’s the … there it is. London Seminar, any link for now.

So, we’re essentially saying, “Did this reminder email get them to do what I wanted them to do?” They need to click a link in one of these. [00:19:30] When they do, what am I gonna do? I’m now gonna merge. Gonna merge the path and treat them like I would have treated them by sending them over here. Right? Now I can send them over here for the people who have clicked. ‘Cause everybody who clicks goes down this path. The only reason why I have this path is to get them to go down this path. Right? Like, that’s the reason. This is the You Have Registered path. [00:20:00] So, this entire No branch, it’s sole functionality is to get them down here. So if you wanted to, if there’s not much difference here … No. You could just send them there.

All right. Okay. So, that’s one. And then, now they’re going down here, wait until it’s the 16th, send them this. Wait for 10 minutes, send them this one. You probably want to wait longer than 10 minutes. [00:20:30] I would wait at least a day. Give somebody a day to open an email, just because people are just not in their inbox. You know, they’re not in their inbox. You could use a Wait Until all the time. The reason why I like Wait Untils, Lyndsi, is because now they can progress through here as fast as they want to. So, if they do open it in 10 minutes, you got it covered. Right? If they don’t open it in [00:21:00] 10 minutes, you’re at least waiting a day before you send them another email. So, we could most definitely say Wait Until. We could say actions, and just for now we’ll say, “Has opened.” At this point, they’ve clicked, they’ve registered.

I forgot which one this was. Hope it wasn’t that one. [00:21:30] I’ll just pick one. You know all the emails. Exclusive deals and more. All right. I wanna use it. I lied. Exclusive deals and more. Is it this one, or is it this one? Register now. [00:22:00] Either one. And then I’ll say, “Up to one day.” There we go. So now I’m saying, “Hey, look. I’m giving you a day to register, man. If you don’t register, I’m gonna send you this reminder.” And then again, I would do the Wait Until right here. And this one is just three days away. Actions. [00:22:30] Let’s do that, and then you had it four days, so we’ll wait up to four days here. Right?

Now just imagine, somebody can go through … but actually, if they click the link, you actually want them to come over here. Here’s what we’ll do. Here’s what we’ll do. It’s all making sense to me now. Let’s use a goal. This is what Ryker [00:23:00] was … Ryker, you inspired this. Has registered. ‘Kay. For the sake of imagination, Lyndsi, I’m gonna say when they register for this live event, there’s a tag that’s added. All right? London seminar registrant. ‘Kay. And that’s how I know when someone has [00:23:30] registered. All right? When the goal is anywhere, we wanna make sure it’s anywhere, and then we’re gonna select Continue Anyway.

This is a very unique way to configure this goal, and here’s why. If someone comes down here and registers for here, if they register right here, then they’ll go here, just a little faster. They were gonna go here anyway. It’s just a matter of [00:24:00] does the Wait Until fire first, or does the goal? So either way, they’re gonna come here and progress. Right? So in that respect, nothing has changed. But guess what? What happens now is when we send this email, if they register, I definitely don’t wanna keep sending them down this path. So now, if they register here, they’ll automatically be moved here and waiting here. Same for if they go here, click the link here and register, [00:24:30] they’ll automatically move to over here, and go down the registration path. Does that make sense? Let me just make sure that makes sense. Yes. All right. Great.

That way it simplifies things a lot. It simplifies things a lot. This goal, it’s acting like a magnet of registrants. It’s always looking around and say, “Hey, are there any registrants over here? Get over here.” You know Scorpion in Mortal Kombat, right? You’re just constantly looking, “Hey, did you register? Did you register? [00:25:00] You did? Come here.” It moves them right there, and then progresses. All right. So, that’s how I would do that. And then, I’ve got that. Have they clicked? Yes. Does it match the following? Attendee survey, email, absentee email.

I’m not sure the logic here. [00:25:30] Has the contact clicked any link … Oh, yeah. There’s the Any Link. Okay. So, we’ve come far enough to where you can update these two, ’cause I’ve made so many adjustments that I don’t think these are right anymore ’cause of what I’ve done. But essentially, it looks like if they haven’t registered, they’ll get to this point. Actually, these two paths are probably … [00:26:00] these two, you could probably get rid of … yeah, ’cause this one is more so if they’ve attended or not. So it’s like registration, and then this is waiting until after registration. This is waiting until they could’ve attended.

Does the contact match the … has clicked a link … has not clicked a link. I’m not sure here. But, this is absentee email, and then attendee. Okay. Yeah. This is after the event. [00:26:30] I would actually break it up. So, you have this … okay. It’s a follow up survey. So here’s what I would do, Lyndsi. I’m gonna modify this. So, both of these are gonna serve as a reminder. ‘Kay. I’m gonna do the same thing here. They should mirror. So, I’m gonna send one reminder, wait, and send another reminder. And then, that’s it. [00:27:00] Okay.

So, now I’m simplifying it. So, I’m waiting until … the contact’s time zone is … what is this? 424. 4:00. 4:00 pm. And then, if they haven’t opened, I’m sending them this reminder. If they have opened, but haven’t clicked, I’m sending them this reminder; and then, I’ll send them one more reminder here. After that, just for the sake of understanding [00:27:30] what happens, we’re gonna end the automation. ‘Kay?

We could do something, instead of ending it so abruptly, we could say, “Wait.” Give them some time. Give them some time to actually click the link in that email. Set Action, has clicked on link, three days away. All right. And no limit. [00:28:00] So, they’ll just wait here. We don’t even need End This Automation anymore, because they’ll just wait until they’ve clicked the link. If they don’t click the link, you’ll know who they are ’cause their number will be right here. You can click that number to, any time, do what you need to do with them. Right? If you wanna send a special email to them, you can click the number, or there. But this is where the people who do not choose to register will be waiting, in one of these buckets. Right?

Okay. [00:28:30] Ryker says, “Lyndsi, I would use tags, as well. You can say if they’ve seen a link that contains, but that can get messy for a couple reasons. [inaudible 00:28:43].” Okay. Yeah. Yep. For goals, yep. I’m just walking through this automation to make sure we understand it. We have I Want You To Register. If you register, all is well, you go down this path. If you don’t register, this No [00:29:00] path is to get you to register. I’ve got three emails. One for people who didn’t open, to get them to open. If they did open, but didn’t click, I’ve got two emails to get them to click and register. If this No chain is effective, more people will be pulled over by this goal and sent down this path.

Now, this is the last email before this is post-event stuff. So what I would do is, [00:29:30] I’m gonna remove these for now. And what I have, we’ll just see. Well, we don’t even need this anymore. We don’t need this Wait Until. And then, of course, I’m not gonna wait for 10 minutes. [00:30:00] I’m gonna wait until they’ve clicked … I’m gonna say wait until they open this, okay? ‘Cause they’ve already registered. Actions, has opened, your plans have changed, and until one day. All right. And then, they’ll get this email.

[00:30:30] What I’m gonna do is, I’m gonna use a goal and say, “End of event.” ‘Kay? Watch this. This is so good. Watch this now. I’m gonna go and I’m just gonna say, for now, Lyndsi, unless you wanna tell me the exact date, I’m gonna say the seminar ends on the 31st. You had the seminar on the 30th, so the 31st is the end of it. So, I can follow up with attendees and not [00:31:00] attendees, right? So, what I’m gonna do is … date? I’m gonna say current month is January. This is just an example. And the current day of the month is the 31st, because the event was on the 30th, so I know it’s over on the 31st. And then, I wanna do the current time. Nope. I just wanna do … [00:31:30] yes. Is equal greater than or equal to the 31st? So, any date after the 31st, and any time. Nope. That’s it. I don’t even wanna do time. Any date after the 31st. The event is over. The 30th we had the event, so on the 31st or any date after, it’s over. [00:32:00] You’re saying the event is over. Right?

So, what we’re gonna do is, when it’s below, they’re gonna jump to this goal and they’re gonna end this automation if they reach here. No. I want them to continue. All right. So now, what is this goal [00:32:30] doing? This goal is pulling everybody here after the event has ended. So guess what? Guess what, Lyndsi? If someone subscribes to this list, and the even is over, they won’t get any of these emails, ’cause they shouldn’t, ’cause the event is over. They’ll go automatically right here to the end of the event. Right? So now, you don’t have to worry about, “Oh, no. Let me run back and turn this off. Oh, I forgot to turn it off. People are getting the wrong emails.” You know? This serves as your means of, [00:33:00] after this event, they’re gonna skip all of these and go right here. All right?

Now from here, I can send start an automation that says, “Post-event follow-up,” which we are gonna do that. I’m gonna set that up. Oh, I didn’t want to do that. Let me do this. Continue. I’m not gonna use this start trigger now, ’cause I don’t really know what I want to do yet. [00:33:30] I’ll just do this. Tag attended London seminar. I’m just gonna create a tag. All right. So, Lyndsi post-event follow-up. All right. And then, I’m gonna have my attendee and non-attendee follow-up here. ‘Kay.

So now [00:34:00] when I go back to this one … now, at the end of it, I wanna start another automation, and it’s [00:34:30] Lyndsi Post-event Follow-up. ‘Kay. So at the end of the event, I’m sending you to my post-event follow-up. ‘Kay? The post-event follow-up, I can go there now that they’re linked. Post-event follow-up is gonna say, “Did you attend or not?” Okay? “If you didn’t attend,” I’m gonna have an email that says, “Sorry you missed it.” This goes to everybody, [00:35:00] event the people who tried to register afterward. You see how it works? It works regardless. No matter when you register, this works. ‘Kay? This is gonna be the, “Sorry you missed it.” Right? That’s the, “Sorry you missed it,” email. And then, here is the attendee survey email. [00:35:30] ‘Kay? So, attendee survey. So, the only way that they can get the attendee survey email is after the event, and they were marked as attended. They have to satisfy that, ’cause they only enter this after the event. And then, they have to have the attended tag. And then, they get the survey.

So, that’s how the two automations … I didn’t want to do that. That’s how the two automations will work together. [00:36:00] It’s a lot cleaner, right? Let me delete this one so I don’t … there we go. It’s a lot cleaner, Lyndsi. Right? So now, if I look at this just like a bird’s-eye, it’s easy to see what’s going on. I say, “Hey, look. This is my branch for people who didn’t [00:36:30] register.” And the whole goal here, is to get them down this branch. First and foremost, this email is to get them down here. If they don’t do it, I now have reinforcements to get them over here. The goal does that for me. The goal is watching their actions for all of these emails and saying, “The second you register, get over here.” And it pulls them over here, and then it sends them down here. And then no matter where you’re at, at the end of the event, everybody goes [00:37:00] here. Everybody goes here.

And then, what happens here is, if you didn’t attend, you get this, “You missed it. Sorry.” You can come in this automation a year later and get this. Sorry you missed it, right? But if you attended, you’ll go and get the survey email. All right? Cool. I’m gonna share these two with you, Lyndsi. I’m gonna share these two. This was a really good use case because we see … ” [00:37:30] We send the survey to people who registered, but didn’t attend.” Oh, I’m sorry. Okay. So, let me flip that real quick. Post-event follow-up.

There’s different ways to handle live event marketing. So this one, if you didn’t show up, it’s the survey. Got you. And then if they did show up, what are you saying to those? “We send the survey to people [00:38:00] who registered, but didn’t attend, as well.” All right. Got it. Okay. I’m playing Musical Chairs with my automation actions. I’m just gonna delete this one for now. So, this is the attendee survey. All right. And then, this is the non-attendee survey. Got you. Got it now. I got it. Attendee survey. [00:38:30] There we go. Yep. No problem. No problem at all, Ryker.

So, these are two automations that all of you can use for you live events. I like how you’ve done this, Lyndsi. So, now this is the attendee survey and then non-attendee survey. We’re all good. Let me share these two with you, Lyndsi. [00:39:00] Let me rename this real quick. There we go. I feel like that’s a bit more descriptive, so when you import them, you’ll know which one is which. So, this is the registration one. And then, I’ve got my anonymous questions and Rajesh [00:39:30] has asked a question, as well. No problem, Lyndsi. You are very welcome. Registration, that’s the registration one. And then, this is the post-event one. Post-event follow-up. [00:40:00] They’re both in the chat.

All right. Great. Thank you for asking, Lyndsi. You made quite the appearance for your first time. You have two automations in my account with your name on it. Good job, Lyndsi. Good job. All right.

So, get to other questions. That’s fine. Oh, it looks like somebody’s already working with support. All right. So, I’ll come back. Let me know. Whoever asked the question about, ” [00:40:30] Why can’t I seem to start an automation with a goal unless you use the goal in a different automation? I’m trying to create an automation that says if a person unsubscribes from all my lists, remove them from this Facebook audience without a slew of if/else statements.” You know, I wouldn’t use a goal for the start trigger. I would just literally use the unsubscribe. I can answer this, even if you’re working with support. I would use this. I should paste [00:41:00] that. Sorry. Here it goes. Anonymous. That is a word I rarely spell. I hope that’s right, everybody. Don’t judge me, please.

“Why can’t I seem to start an automation with a goal unless you use the goal in a different automation?” That’s pretty much because the way that a start trigger is set up is a goal [00:41:30] achieved. So, the only way to achieve a goal is from within another automation. But, if you wanted to use a goal to start an automation where the goal does not exist in another one, you would use a Conversion Occurs because a conversion used the same goal criteria. Okay? So, that’s essentially how you start an automation using a goal that doesn’t exist in another automation, is using a conversion that occurs.

But for you, you’re saying, “If a person unsubscribes from all my lists, [00:42:00] I want to remove them from the Facebook custom audience.” I would simply have Unsubscribes From A List as the goal. You could have any list, if they unsubscribe from any list. Or, you can say Acuity, and then you can add other ones, too. Has unsubscribed from this list, this list, this list. You could add it as an advanced segment here. So, actions not in list, [00:42:30] or this … I should say, “And,” because you said, “Unsubscribe from all my lists.” So then, I will say, “Actions not in list.” However many lists.

Now it’s gonna say, “If someone has unsubscribed from this one, is not in this one, and is not in this one, then start this automation.” And at that point, what do we want to do? We want to remove [00:43:00] them from a custom audience. Where is it? Remove. We’re gonna remove them from that custom audience when they’ve unsubscribed from all of those lists. Okay? That’s one way to do it.

You may want to use a tag. You know, like every time someone unsubscribes, but you wanna check for all lists. So, you could … Oh, okay. How about this? [00:43:30] The second way would be, anytime someone unsubscribes from a list … I don’t wanna use the same automation. But, let’s say whenever someone unsubscribes from a list, you add a tag that says they’ve unsubscribed. Then you can run a check. You could have this trigger. You can have a trigger that says, “Has unsubscribed,” and it will run every time [00:44:00] they get that Has Unsubscribed tag. What we want to do is check and see … watch this. If/else, actions, is on, in list … I thought I could pick any list. Dang it.

Hold on. Let’s see. [00:44:30] Oh, man. I was so close. Not In List. Nope. I’ve gotta do Not In List and Not In List Action. Not In List. I have to list all of the ones that I want to check. Hit Okay. So, if they’re not in any of … [00:45:00] I just told Lyndsi not to use Not. I’m sorry, Lyndsi. I broke my own rule. We’ll say In List or I’ll flip it, because I want my Yes to be Yes. In List, this one. So now, I’m just seeing are you in a list? Okay? If you’re in any of these lists, Yes, then I’m not doing anything. If you’re not in any list, then absolutely get out [00:45:30] of there. Remove you from that custom audience. Okay. That’s how I would do that.

Rajesh, let me get yours, ’cause I don’t want you to think I forgot about you. I saw your questions. Thanks for hanging in there with me. I hope I’m saying your name right. I feel like I am. It feels good, but my feelings could be wrong. They’ve been wrong before. [00:46:00] There we go. “Is it possible to know if the email landed in the inbox or spam folder? Some of our contacts mentioned they didn’t receive the email.” Not that I know of. Not that I know of. I don’t know of a way to … at least not in ActiveCampaign. There may be third party tools that you can use, that will let you know if your email is landing in the spam folder. But native to the application, there’s no way to know what folder it lands in. But like I said, there [00:46:30] may be third party software out there.

If anybody knows of any third party software that can give you that feedback. I don’t know if, like, Litmus does it. I know a lot of people use Litmus. I’ve never used it. Maybe this is not it. This probably is not it. I think I just went … okay. Here it is. Spam testing. Right? So, I don’t know. Maybe you wanna try this, ’cause this lets [00:47:00] you know across ESPs the probability of your email landing in spam. But the feedback from if it landed in spam for a specific contact, that’s not something that is native, and I’m not sure how to do that via third party either.

And then Rajesh says … good questions. He says, ” [00:47:30] How can I find users that are part of more than one list?” Good question. Go here. Do contacts, and then select search. Do advanced search, and then go to actions in list, and select the list. Users that are part of more than one list. Yep. So, let’s say I wanted to find everybody who was a part of this list [00:48:00] and … Actions are in this list. All contacts. So, you’ve gotta be in both of these lists for it to result. This should result in absolutely nothing, ’cause my application is pure fiction. None of these contacts are real. Well, I guess they are real people, but you know, this is a dummy case it’s in. No. I don’t want to say dummy case. They’re smart cases, ’cause you [00:48:30] all have created the cases. They just don’t exist in real life, in my app. There’s no way to say this. Okay. I’m just gonna stop.

But this list that it generates is going to be the people that exist in both of those lists, Rajesh. ‘Kay? So, that’s how you do it. If you want to mail those people, my recommendation is save it as a segment. Click Save As Segment. Exists [00:49:00] in a main list. Name it this. Exists In Acuity and Main List. Hit save. Now at any time, to see which contacts match that criteria, you can go to lists. Select any list. Go to segments, and here it is. See? Exists in Acuity and Main Lists. Then, you can go and hit View Contacts, and you can easily view. You can view all the contacts [00:49:30] that meet that criteria. Right?

So, two minute warning. Do we have one final question that I could sneak in there? If not, that’s okay. These were really good questions. These were great questions, and I appreciate you all for asking these. The replay will be up hopefully today. If not today, the latest on Monday.

Lyndsi, this was a great example of how [00:50:00] to do a live webinar. All right. Rajesh, great. He made it for the two minute warning. He’s on a streak. Three. Three for one. “I want to have each contact in one list only.” Yep. “But they may be across multiple lists. What’s the best way to do it?” Absolutely.

So, here’s what I would do, Rajesh. Let’s go back to my conditions. Let’s say I want to move everybody over into my main contact list. [00:50:30] All right? That’s what I’m gonna use. So, I want to know everybody who’s in this acuity scheduling, and is not in my main list. Right? Because if you’re already in the main list, I don’t want to touch you. But if you’re on this list and I need you in here if you’re not in here already, like, come in the room, if you’re not in the room, you would do that. All right?

What I would do is, of course, [00:51:00] you hit search. I wish this was a real use case. This actually may pull up contacts though. Do I have anybody in acuity? Who knows. We will see. I actually should have … nope. I do not. All right. So, we’ll assume that that pulled up all of the contacts that were in one list, but not in the other list. Right? So, they’re in my acuity list, but they’re not in my main list. I want everybody in my [00:51:30] main list. Once that list of people comes up, then you’ll hit Edit All, and then Add To List, and select your main list. Or, you know, your destination list. Add to list, and then hit Apply Changes. And then, it will take all of those contacts from list A, that aren’t in list B, and move them to list B. At that point, you could delete list A if you want to [00:52:00] because the contacts now exist in list B, which is your destination. Yep. No problem, Rajesh. You’re very welcome.

With that being said, we are at the end, my friends. Not only are we at the end of Office Hours, this is the end of the week, if you’re in the United States. Elsewhere, the end of the week may have been yesterday or tomorrow. Yeah. Depending. But, here in Chicago, it is the end of the week. Yeah. It’s the end of the week, so have a great [00:52:30] weekend, a safe weekend. Enjoy yourself, your family, friends, loved ones. Whatever you do, just safe and come back next week, because we’re doing it all over again. Selfishly, I want you to come back so that you can attend Office Hours again Tuesday and Friday. But unselfishly, I want you to come back for the people who care about you. I mean, I care about you, too. But, you know.

It’s Friday everybody. I’m gonna stop while I’m ahead. Have a great weekend. Next week, we have Office Hours on Tuesday at [00:53:00] 10:00 a.m., Friday at 1:00 p.m. You can attend as many Office Hours as you would like, so please do so. All of these replays, as you saw, will be up. Activecampaign.com/learn/office-hours. I should just pull it up here. So, you know, right here. Learn office-hours, and you’ll have all of the previous sessions here.

If you wanna find one that you were mentioned in … Lyndsi, you’ll be able to do this. You just type [00:53:30] your name in. By Monday, when you type in Lyndsi, it should pull up the two This Office Hours that you were a part of, and you’ll be able to easily recall what I went through. Everything is timestamped in the Office Hours. So if I go to this one … watch this. Oh, it’s not up yet. That’s fine.

Well, let me just show you this real quick just so you [00:54:00] know how to find stuff. So, let’s say it was this one. Who asked the question? Oh, our transcripts aren’t up yet. We use Rev there. It looks like they’re a little behind, not to put you on blast Rev.com, but it’s Rev.com.

If I wanted to say … look at this. Paul was mentioned. If I do command F. That was not the right one. What did I just do? Dang it. [00:54:30] Fridays I tell you. I have no clue what I just did. All right. There we go. So, if I go down here and hit command F. On Mac, control F. If I hit Paul, look at that. It’s gonna tell me Paul was mentioned 14 times. Oh, this is the 24 mark. Now I can go back up here, hit play, and go right to the 24 mark. Right there. And then, I know I was talking about this Paul. I was talking about what [00:55:00] Paul asked right there.