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Office Hours – January 30, 2017

Transcript

Pamela: I have to stop my video.
Chris Davis: Okay.
Pamela: I wasn’t ready to have the video on.
Chris Davis: [00:06:30] Alright.
Pamela: Okay, so anyway, I do want to talk with you about a specific automation that I’m doing and right now, what I’d like to do is I’d like to send a welcome series, in addition to an automation that goes out monthly. I’m not quite sure yet how to do that, because right now, the way it works is someone comes in, they get a welcome [00:07:00] email, and then they don’t hear anything from me until a month later. If they sign on at the beginning of the month, they don’t get anything again until a whole month later in some cases.
Chris Davis: Okay, what day are you sending it out on the month? You’re sending it out every month on the same day?
Pamela: Well, I had started sending it out like the first Tuesday. What I’m going to do, Chris, is next month, I’m going to move to a weekly format, [00:07:30] but I have all of these different email series that are going out and if I can just briefly share with you what I’m doing, it might make a little more sense.
Chris Davis: Okay.
Pamela: First of all, I have to ask you, do you have children by chance?
Chris Davis: I’ve got three.
Pamela: Okay, do you have any in high school?
Chris Davis: Yes, one.
Pamela: Okay, well what I’m sending out is a ninth grade news letter, a tenth grade …
Chris Davis: He’s in ninth grade.
Pamela: Okay, [00:08:00] a tenth grade, eleventh grade and twelfth grade newsletter. Those are four different news letters that have different information in them based on that grade.
Chris Davis: Okay.
Pamela: Right now, I can send it out weekly, but I’m trying to do it in a way that I’m not sending four different emails weekly. I can send out, the first [00:08:30] week can be something specific to that grade, but maybe in the second week it’s something about scholarships that everyone can receive. In the third week, it’s a featured college that everyone can receive. In the fourth week, it’s something about finances that everyone can receive. That’s kind of how I’m thinking about it because I’m trying to send information more regularly, but not have the extra work of creating something anew every week.
Chris Davis: [00:09:00] Oh, okay, I got you. Now, who opts in to this newsletter? It’s the student or is it …?
Pamela: No, it’s parents with college bound teens.
Chris Davis: Parents, alright. College bound teens. I would iMegine this is your businesses college preparation for you?
Pamela: Right.
Chris Davis: You’re equipping the parents with the [00:09:30] tools, knowledge, access to resources, to ensure that the transition is done successfully?
Pamela: Right.
Chris Davis: To go to college. And then I would iMegine, for me, if I was receiving your newsletter, after this year, you would probably go in and change the status of the parent from freshmen to sophomore and so on and so forth?
Pamela: Exactly, yup. I do that change over in June. This [00:10:00] is my first year doing it and I actually got the idea from when I was on one of your marketing automation calls, because I had done the certification class.
Chris Davis: Oh, great, great, okay.
Pamela: I was just like ah, that’s what I need to do. I just started, I just launched it in July and I was actually using Infusionsoft and you mentioned ActiveCampaign, and so I changed to that to do a trial and then once I saw you [00:10:30] had joined, I was like okay, I’ll keep it and try it out. But alas, I had already signed up to go to the Lee Page’s event in October.
Chris Davis: Yeah, converted.
Pamela: I don’t want you to think I’m stalking you.
Chris Davis: No problem at all, I love to hear stories like that because a lot of times I mention a lot of these things and sometimes people are like oh, yeah, I’ll check that out. I always enjoy seeing people who actually implement.
Pamela: Exactly.
Chris Davis: [00:11:00] Great, great, this is going to be good. You, listen, Pamela, my phone caller who was in, it looks like they just, they’ll be back and I got a couple of emails this morning saying hey, I’m not going to make it, is there going to be a recording? You and I have at least an hour.
Pamela: Okay, this is great, because I need this hour.
Chris Davis: Yes.
Pamela: The weekly is going to launch next week, and so that’s why [00:11:30] I had called in today because I really need to get this set up properly.
Chris Davis: Alright, what’s the name of the website?
Pamela: It’s compasscollegeadvisory.com, Active hosted.
Chris Davis: Alright, and how are, okay, I see it. Pamela wants to help your teen find the college that feels like [00:12:00] home. Right, I’m actually going to sign up for this.
Pamela: Okay. If it messes up, you can let me know.
Chris Davis: I want to get this information. Now you’re making me think, when does my child graduate? It’s 2017 …
Pamela: He should be class of 2020.
Chris Davis: 2020, alright.
Pamela: There’s a lead pages set up for it.
Chris Davis: Okay. I’m going to, you got me with the hero banner.
Pamela: Yes.
Chris Davis: I’ll put in my information right [00:12:30] now. Receive, sign up, receive free … Yup. I will. Alright, there we go. I’m in. Alright, so how are the parents finding you?
Pamela: Right now, when they go to my blog, they’re, I had set up an ActiveCampaign form on the right hand side for the different grades. [00:13:00] It should be ninth grade, tenth, eleventh and twelfth grade.
Chris Davis: I got you.
Pamela: On the blog page. They sign up from there. Sometimes they get, maybe they’re parents who had been on a newsletter and they sign up from the newsletter as well.
Chris Davis: Okay, but do you have any partnerships or anything with any education institutions.
Pamela: Not at the time because [00:13:30] right now, the way I work, it would be a conflict of interest, because the parents pay me to work with them privately. This goes out to families who maybe later interested in some type of private service or maybe they do a class with me, something like that.
Chris Davis: Okay, okay, and where do you hold those classes?
Pamela: Online.
Chris Davis: Online, great. Essentially is it more so [00:14:00] word of mouth that people are finding you and maybe some social media?
Pamela: Yeah, it’s pretty much been word of mouth and I’ve been trying to build it more through online options and that’s just been within the last year with doing it online course.
Chris Davis: Yup, alright, okay, I get it. Now, so I hear about you, I see a post online, I come to the website. I think the first, let me just, for me, [00:14:30] I was confused at when my child graduated.
Pamela: Really? Okay.
Chris Davis: Because I’ve got three of them, and I don’t keep track. I know he’s in the ninth grade. Let me put it like this, I know he’s in the ninth grade, before I know what year.
Pamela: Okay, that’s great to know, because I look at it in terms of class years, but I want to look at it in terms of how people would understand it, okay. That’ll be a quick change.
Chris Davis: Yup, I’m thinking [00:15:00] freshmen, sophomore, junior, senior, you know.
Pamela: Okay.
Chris Davis: Then, in your world, it’s class of whatnot. That’s one quick observation. I love the fact that you’re getting the information upfront. That’s your first level of segmentation. Are you using tags or are you using radio buttons?
Pamela: I do use tags within ActiveCampaign.
Chris Davis: Okay, so you tag them like freshmen, sophomore?
Pamela: Yes, I do.
Chris Davis: I would, [00:15:30] the first recommendation in ActiveCampaign, I would say use a radio button.
Pamela: Use a radio button?
Chris Davis: We’re create a custom field and the field type would be a radio button.
Pamela: Really? If I can go into my account now, because I’m not sure if I’m following what you mean by that.
Chris Davis: Sure, no problem.
Pamela: I will just open it up now.
Chris Davis: [00:16:00] Let me see, can you share your screen?
Pamela: Yeah, definitely, I can.
Chris Davis: There’s two, I’m thinking a radio, actually, a drop down. I’m going to change that to a, which it looks like you already have. I’m going to show you how to set this thing up and it’s going to be amazing. We’ll get you, first thing …
Pamela: That would be great. I need amazing.
Chris Davis: We will handle your first inquiry, and then I’ll give you a little extra automation that will help you, it will automatically manage the graduation [00:16:30] of every year for you.
Pamela: Okay.
Chris Davis: In a way, because sometimes tags can get a little messy, when you’re swapping. You know in Infusionsoft, that’s all they had, so you’re always applying and removing.
Pamela: Exactly.
Chris Davis: Alright, I can see your screen.
Pamela: Okay, so where do you want me to go to on here?
Chris Davis: Oh, okay, let’s click on forms, yeah, and at the top left, there should be an option that says manage fields when it loads. [00:17:00] Yeah, manage fields. Here is where I’d iMegine you have the graduation class, right?
Pamela: Yeah. I have a whole lot of fields because I’m trying to get as much information into ActiveCampaign as I can and I have an email course and discovery sessions. All of that is now in here.
Chris Davis: Great, great.
Pamela: I have one for grade, as well.
Chris Davis: Okay, let me see that one.
Pamela: Let’s see, [00:17:30] current grade level.
Chris Davis: Alright, yeah, open that one up and let me see what the options are, click on edit. Perfect. Alright, so this is …
Pamela: This one is incorrect, because I should have tenth in there. I’m not sure where they’re picking this one up from.
Chris Davis: Scroll up some. What type of field is this? Options, default, visible. We can add [00:18:00] an options. Let’s add tenth in there.
Pamela: Okay.
Chris Davis: Yup, and let’s hit save. Let me see, that was current grade level. Your teens current grade level. Oh, it’s a check box. Okay, yeah, I would like that to be a drop [00:18:30] down or a radio button.
Pamela: So I’d have to change that and just …
Chris Davis: We can do it now, we can do it now, since we have time.
Pamela: Can I just create it as a new field?
Chris Davis: There you go, absolutely.
Pamela: Yeah, I wasn’t sure if I could change one, okay.
Chris Davis: Let’s do, what I’m thinking will be easier, eventually you may have this show. Since we may have a display, [00:19:00] yeah, so somebody can enter it. Teens current. Which one did you choose? I was looking away, did you choose a radio button?
Pamela: I did choose radio button. I want to test that one out, since you mentioned it. Do I input the options here?
Chris Davis: Yeah, so what you, eighth, ninth, tenth. [00:19:30] Yup, this is good.
Pamela: See, there is already one named this.
Chris Davis: Okay, let’s just say, let’s take out your and just say teen, or just do current grade level. Name this one current grade level, yeah. Then it should take it. Alright, so then, now, the importance of having [00:20:00] it as a radio button is that you can only be at one grade level at a time. The options changes to ten, ninth is automatically removed, whereas, if it’s a check box, like it is now, somebody could actually check every grade.
Pamela: Each one, right, I don’t want that. Okay.
Chris Davis: That’s the first thing we’ll do, and we can do it, alright, that’s part one, and I think, so when do you set that value? It’s when they select their class, [00:20:30] right? When I signed up …
Pamela: Yeah, when they select the grade level, that will determine which road map, well, actually, no. It doesn’t do the road map unless they actually request it.
Chris Davis: Okay, but if I’m on the home page where you have your picture and then your form, [00:21:00] that, what will that give me?
Pamela: You know something? I can’t tell you that, because when this was set up, I did not set that part up. I’m not sure right now, where that goes. Even in ActiveCampaign, even though you said you had put in your address, I didn’t get anything that said that someone had just subscribed.
Chris Davis: Okay, well that’s fine.
Pamela: That’s good information because I’m not sure.
Chris Davis: We’re going to get it all set up. This [00:21:30] is going to be really good, alright. Oh, here it is. Please confirm your subscription, alright. Let me …
Pamela: I think what you signed up for was the news letter that goes out monthly. I think that’s what that is. Is it something that comes from ActiveCampaign? It has to, because everything is in ActiveCampaign now.
Chris Davis: This confirmation came from ActiveCampaign.
Pamela: Okay.
Chris Davis: Great. [00:22:00] We have that, alright. How do I want, let’s start with, when they fill out that form, what do you want to happen? At that point, you have their email and you have the grade that they’re in.
Pamela: Right.
Chris Davis: That’s what you know, email …
Pamela: I initially want them to get that … Well, I’d like them to get the road map.
Chris Davis: Okay. What’s the road [00:22:30] map?
Pamela: The road map is this automation here, which is a monthly automation, right now, and so there, here it is, in ActiveCampaign, so it’s a freshman, sophomore, junior, and senior monthly guide.
Chris Davis: They go into there and … Okay, click on the freshmen [00:23:00] monthly guide. Let me see how you have it set up here.
Pamela: This is what I think is a little different. Right now …
Chris Davis: That’s me.
Pamela: Is that you, in the queue? You should have gotten the welcome email.
Chris Davis: I haven’t gotten it yet.
Pamela: Then you won’t get it again until I send it out for February, so I’m trying to set it [00:23:30] up now where people will get something on a weekly basis as opposed to only getting something monthly from me.
Chris Davis: Okay, okay, I get it, I get it. You have a goal set for the specific day.
Pamela: Right, because it was not working when I tried to set it up, like wait a certain number of days, it wasn’t working, and so I was advised to set it up as goals. The thing about it is, I have to keep this [00:24:00] active because someone could come in at any time and sign up for it. I wanted to set it up in a different automation so the welcome email is the first one they get, and then they go into a welcome series. The way it’s set up now, they get the welcome email and then they don’t get something again until the next month.
Chris Davis: Okay, [00:24:30] click on this goal, I want to see how it’s configured. Alright, when the current month [inaudible 00:24:39] Yeah, see, here’s what I’m realizing, using the goal like this, what’s going to happen is, whichever goal happens first, they’ll go down to. For instance, this February goal, if I came in [00:25:00] December, alright, that works.
Pamela: December, you would have gotten January and now you’d be waiting to get February.
Chris Davis: Yeah, you’re right, okay, good. If I come in in March, yeah, I’ll just go to whichever …
Pamela: You just go to the monthly series.
Chris Davis: Alright, I like this. You have, how many of these do you have for each class? A years worth of newsletters, you have? That’s [00:25:30] 12 …
Pamela: I’m setting them up as I go, which is why … I have all of the information just from working with private clients. I have not put it all into ActiveCampaign, I just can’t have it unattended, if you will. I actually have to go into it and make sure that everything is set up to go.
Chris Davis: That’s fine, right.
Pamela: What the idea is it would go all the way out [00:26:00] until June, and then they would go into the next class year.
Chris Davis: Nice, nice, so you know, let’s do this really quick. At the very bottom, we can set it up to just automatically graduate them.
Pamela: Oh, okay.
Chris Davis: There’s two ways that we can do it. Let’s not add them to a new automation. Click the plus button and what we can do right here is go under contacts [00:26:30] and do update contact and since this is freshmen, you can go to year, or that custom field that we just created in the drop down, where it says full name, click on that, yeah, and go to that one that …
Pamela: The radio button that we just, current grade level?
Chris Davis: I think that was it. Let’s see. There it is, and then we can set it here to 10, [00:27:00] right? Now, they’re grade level is at 10 at the end of the year, for all freshmen, we can do the same for sophomores, juniors, and seniors. Automation will take care of what content they’ll start receiving next year. Now, I’d imagine in August, you want everybody with the grade level of 10 to join the sophomore newsletter.
Pamela: That’s right, [00:27:30] so then, do I have to have a tag that triggers them to that, or how will that trigger them to that?
Chris Davis: Well, go up to the top of this one, let me see how you’re starting these. Contact subscribes to list, yup, and what we can do is we could wait, ah, here it is. I’m going now. Let’s go back down [00:28:00] and let’s say, you know what, you have lists set up then. You have a list for your freshmen, sophomore, junior, and senior, right?
Pamela: Right, I didn’t know how else to set it up just yet, because like I said, I migrated from Infusionsoft and I don’t think they had it set up that way.
Chris Davis: Right, no, no, they didn’t …
Pamela: I’m just trying to figure it out as I go, but they can just be tagged or however it can work right. I just wasn’t sure.
Chris Davis: I like your lists, [00:28:30] we can keep your lists for now, so we won’t need this field, if we’re using lists. It doesn’t hurt. It doesn’t hurt to keep that there, but we’re not going to use it. What we’re going to do is, I’m going to say, do an action right below this one and do, let’s go to unsubscribe from list. We’re going to unsubscribe them from [00:29:00] the freshmen list.
Pamela: Right.
Chris Davis: Yup, save, and then what we’re going to do is add a wait here, since, we know it’s June, so we can now safely wait until August. When does the first newsletter of the year go out?
Pamela: August.
Chris Davis: It does go out in August.
Pamela: That’s what I’m going to do instead of July. July, they’ll get some other things, but maybe two things in July, [00:29:30] but August would be the official time.
Chris Davis: Okay, because what I want to do is, in August, I want to add them to the sophomore list, right?
Pamela: Right.
Chris Davis: We add them to the sophomore list, then they’ll immediately start getting your information.
Pamela: Okay.
Chris Davis: The question is, do I want them to get that welcome email. Do we want that welcome email to go out?
Pamela: I do want to send [00:30:00] them that, something that says hey, your kid is a sophomore now, you have, things are a little different now.
Chris Davis: Oh, watch this, let’s do this, because that email is going to be different than the welcome email that everybody else gets, that they just fill out the form on your website and say class of …
Pamela: Right, these would be people that have been getting it for ninth grade, and now they’re getting it for tenth.
Chris Davis: Okay, perfect, yeah, let’s put [00:30:30] a wait in there. What we’ll do is, you’re going to send out the first one in August, so what date are you thinking?
Pamela: The first Tuesday in August.
Chris Davis: First Tuesday in August.
Pamela: Yeah, I want to just send on Tuesdays and that’s my day.
Chris Davis: Alright, so let’s send it out a week before that, right, or, it doesn’t matter.
Pamela: Can it be until specific conditions are met or until …
Chris Davis: Let me look at the month, [00:31:00] I’m trying to come up with a framework for you that we can use ongoing. Let me look at what this, August, so the first Tuesday in August is August 1st, so this one would send out August first. Let’s send it, let’s send it, let’s do one, two, three, four, five. The 26th of July. [00:31:30] Let’s do, yup, the 26th, yeah. You know your way around well.
Pamela: Yeah.
Chris Davis: Great, we’re going to replicate [00:32:00] this for every student except for the twelfth graders. Hit save.
Pamela: No time limit?
Chris Davis: Yeah, no time limit, we don’t want any time limit. Now, let me just walk through this, I’ve filled out the form, I’m going to use me as an example. I’ve filled out a form, now, I’m going to get a monthly newsletter from you and in June is when I receive my final one. I receive my welcome, and then I’ll, [00:32:30] in March, no, February, I’ll skip down and I’ll receive February’s and I’ll get March, April, May, June is the last one. After that, you’re going to update my grade level, which is my son’s grade level, to tenth grade, take me off of the freshmen monthly guide, the freshmen list, until July 26th, and then you [00:33:00] want to send me my, what do we want to call this? Like a welcome to sophomore email, right?
Pamela: Mm-hmm (affirmative), yeah.
Chris Davis: Right below that, let’s just create it as a place holder, so you can see, yup. This is essentially just going to get me ready to start receiving sophomore newsletter.
Pamela: Yup.
Chris Davis: [00:33:30] Nice.
Pamela: Okay, so then …
Chris Davis: Save and exit. Now, and what I want to do is, I may want to tag them, because I want them to bypass getting, because when we add them to thel ist, the sophomore list, they’re going to get the welcome email.
Pamela: Right, and that’s what I wanted to stop doing. [00:34:00] I wanted to send it through another automation as opposed to it being within the same automation after this summer.
Chris Davis: Yeah, you know what we can do? I see what you’re doing. I want to do this, there is some surgery required.
Pamela: That’s completely fine.
Chris Davis: Is this live, will it mess anything up?
Pamela: I hope not, but one thing we have to [00:34:30] do is if we’re going to change anything around, we need to make it inactive, and then make the changes and make it active again, because I did have some things get really messed up.
Chris Davis: We won’t do it on the regular, let me show you something, let me map out what I’m thinking here.
Pamela: Okay.
Chris Davis: Stop your screen share.
Pamela: Okay, no problem.
Chris Davis: I can do the wipe, I don’t have a tablet, so …
Pamela: The other thing I did, too, that you suggested is I started using draw.io.
Chris Davis: [00:35:00] Oh, yeah. That’s exactly what I’m going to do. I’m going to … Let me … because if I map this out, it’ll make a lot more sense.
Pamela: Okay, good.
Chris Davis: Let me create this document and then I’ll share my screen here. Alright, which screen do I want to share, maybe this one? [00:35:30] I think this is the one, alright, yeah. This is the one. You can see this blank diagram, right?
Pamela: Yes, I definitely can.
Chris Davis: Alright, so what I want to do is go back, I want to do something really simple here. Say this is my opt in and based on the, let’s [00:36:00] say ninth grade, based on the user input, right? That’s tenth, eleventh, twelfth. Let’s just keep going. Eleventh, twelfth. What will happen is, [00:36:30] depends on which one, oops. Depending on which one they do, they’ll get an email, call this the welcome email. They should only receive this once.
Pamela: Right.
Chris Davis: Come on, work with me here, there we [00:37:00] go. Boom and boom. Alright, perfect. Then, after this, they can go to ninth grade newsletters, [00:37:30] that’s what I want to do. Sorry, didn’t want to do that. This is all going to make sense in a second.
Pamela: Oh, yeah, that’s perfectly fine, go ahead.
Chris Davis: I just want to build this out. Alright, let [00:38:00] me do this to be consistent. Tenth, eleventh, twelfth. Now, okay, so we have, they opt in and depending on which level, which grade level they are. You know what? I don’t want to, I’m breaking my own rule here. It’s [00:38:30] okay. What I normally like to do when I’m doing these flow charts is I like to have these process blocks, is what they’re called, exemplify and automation.
Pamela: Okay.
Chris Davis: Yeah, so what I haven’t done here is I haven’t shown that these are actually, these are automations.
Pamela: Okay.
Chris Davis: Let me just do it this way, just for brevity, we can always clean it up later. I think I can put [00:39:00] this at the top, move this to the back, send to the back, there we go. These are automations and just so I can keep track. Now we’ll have automation that just sends out the welcome email. You’ve got four automations that they’re whole purpose is to send out the welcome email and [00:39:30] let me do this to make it, alright. I want it to be easy to follow, visually.
Pamela: Okay, sure.
Chris Davis: That’s, and after that, welcome email, and then we’ll go to, well, that works, how I had it, [00:40:00] we’ll go to, let me just build it out one at a time. This is not going to work because it’s just going to get in my way. Then, we’ll do this, wait until July 26th. We’ll send out graduation [00:40:30] to sophomore email and then we’ll add them here.
Pamela: Mm-hmm (affirmative), that’s right.
Chris Davis: Now we can break the link from having to add them up here where they would always get this welcome email, right?
Pamela: Right.
Chris Davis: We’ll let the technology [00:41:00] handle the graduation and that for us. This one will go here, this one, oops, this one will go here, and we can figure out what we want to do after the senior.
Pamela: Right.
Chris Davis: [00:41:30] Senior, graduation to college. Alright. This should be that, this should be that, and this should be that. Okay. Alright, here’s what I want. See now, it’s very hard for me to keep things, [00:42:00] this will be quick. You’re seeing my raw build process, here. When things bother me, I can’t let them slip.
Pamela: Got to get those shapes right.
Chris Davis: Got to get it right.
Pamela: That’s perfectly fine.
Chris Davis: Alright, so welcome email, so this is an automation and this is an automation, so they’ll opt in, they’ll go here, and actually, do we want to add them straight to this automation, yes, [00:42:30] because this automation, inside of here, is looked at where you have your goals set up.
Pamela: That’s right, but the thing about it, Chris, is the welcome emails are different for each grade.
Chris Davis: Yes.
Pamela: That welcome email, though, I think should be a separate automation, right?
Chris Davis: Yup, yup, and that’s what this is. This is going to be its own automation here, [00:43:00] its own automation here. Let me say … Just so it looks clear. If I had a legend, it would say that these boxes with the parallel lines on the end are automations.
Pamela: Okay, great.
Chris Davis: All of these are automations and everything under it is what happens within [00:43:30] the automation.
Pamela: Okay.
Chris Davis: It’s how I like to show things. In fact, it’s all coming to me now. It’s coming, it’s coming. Let’s see, welcome email, that’s what I want to do, this is what I want to do. Zip document, and I want you, I don’t want you, I don’t want you. [00:44:00] I want to do it this way, because now you’ll understand it.
Pamela: Yes.
Chris Davis: That I’m adding them to an automation. Then, within the automation, if I want to say that, I can say ninth grade and they get the ninth grade welcome email. That’s what I want to [00:44:30] do.
Pamela: Now, the other thing is, I think going forward, this will be all they’ll receive from this automation because I’m going to be sending out weekly on Tuesdays and what I’ll do is, the Tuesday information [00:45:00] that goes out, let’s say it’s, this ninth grade newsletter will go out on the first Tuesday of the month, but then the other three weeks, they’ll receive something different about college admissions and that will be a different series that will go to everyone that’s getting a roadmap.
Chris Davis: I got you, yup, sure. [00:45:30] As we have it now, is we’ll have three, we’ll have four separate automations, right? When they opt in, depending on which one, hey, Eddie, welcome. We’re just going through a map out right now, hang in there. Eddie, if you can, while I’m handling Pamela, if you have any questions, just put them in the chat and then I’ll add [00:46:00] you as a panelist and then you can talk, I can hear you, and we’ll walk through yours, as well. But I just wanted to acknowledge I see you, Eddie. Alright, so Pamela, what was I saying?
Pamela: We were talking about the different automations.
Chris Davis: Yeah, so when they opt in, based on the radio button, or the drop down or whatever, it’s going to put the min these automations and that’s doing that right now for you by [00:46:30] adding them to a list. Right? So this is a list, essentially, this automation, the start trigger is when they’re added to the ninth grade list. They’re in here, and they get the welcome email. Then this, after they receive the welcome email, they’re into the ninth grade newsletter automation, which has all your goals and your 12 emails, or eight emails that go out throughout the year, right?
Pamela: Right.
Chris Davis: Then they’ll wait until July 26th, get their graduation [00:47:00] email, and then be added to the tenth grade list, and they’ll progress through this for the whole year.
Pamela: Right.
Chris Davis: We’ll figure out what we want to do with them here. I think this functionality or this framework will work the best.
Pamela: Okay.
Chris Davis: Yup, this will work the best for you, alright, great, let me see. Eddie’s in here. Alright, sure thing, take your time, I [00:47:30] can call in if you like, I don’t have a microphone. Okay, no problem, Eddie, you can call in or if you just want to type them. Type your questions, both are the same. Whichever is easiest for you. Pamela, let’s do this, this is a list, just add it, trigger added to list. [00:48:00] Alright, there are some details in here so this is triggered when they’re added to a list. How are these triggered? This is going to have no trigger anymore. Oh, look at that. These here …
Pamela: Are also added to the list. It’s two separate automations that are activated by the same trigger?
Chris Davis: Right, yes, we’re going to prevent that now, so these don’t [00:48:30] have a trigger because any time someone is added to one of these lists, they’re going to get a welcome email, like a welcome to the list. The only way now for someone to get your newsletters, is by coming in at the grade level that they’re in, or graduating, right? Because if they graduate from freshmen to sophomore, you don’t need to add them to this list, you just need to add them to the newsletters.
Pamela: [00:49:00] Oh, right, right.
Chris Davis: But you probably do want them on the list just to be able to email them, but what I don’t want, is I don’t want them to, if we use the trigger to add them to list, and we put them here, they’ll be in both, because this arrow is the same as this trigger, so let me think.
Pamela: Right.
Chris Davis: Let me think about it.
Pamela: The thing about it, is there will be new people that will come in tenth grade [00:49:30] or new people that will come in eleventh grade.
Chris Davis: Right, and they’ll go in this flow.
Pamela: Right.
Chris Davis: It’s only the people who are graduating that will go … This is the path that, this is the new path.
Pamela: Right.
Chris Davis: This is the new path that we have to take into account. The thing is, we don’t want them, this path doesn’t get this email. We don’t want them to get that [00:50:00] email.
Pamela: No.
Chris Davis: There is a way to, just let me, let me think about this one.
Pamela: Okay.
Chris Davis: Keep what you have now, because it’s working, there’s nothing broke, but we’ve got until July 26th to figure this out.
Pamela: But, I only have a week to figure out the weekly one.
Chris Davis: Yeah, oh, right, right.
Pamela: So the weekly will just go out, it will just have all the different [00:50:30] tags?
Chris Davis: Here’s what you can do for weekly, you’re going to manually send out your weekly communication.
Pamela: Okay, but send it out as a campaign?
Chris Davis: Right.
Pamela: Really?
Chris Davis: Right, how were you thinking about sending it?
Pamela: Oh, I was thinking about setting it up as a, well, actually, I could just send it out as a campaign. I had thought about sending [00:51:00] it out as an automation, only just so that I could have everything in one place.
Chris Davis: Yeah, right, right. It would be easier since you’re, because this is what we’ll say your dynamic content. This content is going to be changing every month, right? This is the relevant, up to date, hey, or, every week, I’m sorry, and every week you’re emailing your entire student base, so in active campaign, you’re selecting all four of the student lists [00:51:30] and you’re going to send this email to them, right?
Pamela: Oh, okay, yeah, yeah. Now, okay, that sounds good, then that’s the way I’ll do it. That’s the way I’ll do it. That may make it much easier.
Chris Davis: Yeah, so it’s almost like you’re monthly communication is specific to that class, right?
Pamela: [00:52:00] Mm-hmm (affirmative).
Chris Davis: But your weekly, well, three weeks out of the month, you’re on the PA system, broadcasting to the entire virtual university you have or the virtual school, that you have, right?
Pamela: Oh, okay.
Chris Davis: That’s how I’m seeing these weekly newsletters, so every Tuesday, attention all students, this week, you know, and then you’ve got what ever content is in your newsletter. Of course, I’m saying students but this is for the parents.
Pamela: Okay, great, that’s [00:52:30] good, I get that now, I get that. Okay, good.
Chris Davis: That’s how I would do it. Pamela, I have your ActiveCampaign URL, what I’ll do is, let me think about the best way to set it up in your account and I’ll follow up with you via email.
Pamela: Okay, okay.
Chris Davis: By next session, I believe is Friday, I believe it’s Friday, our next one, we should pretty much have it mapped out. It won’t take long.
Pamela: Yeah.
Chris Davis: It probably won’t take [00:53:00] until the 26th. I just need to think about your lists and your tags and moving them between automations. In the meantime, do me a favor, are you subscribed to our podcast?
Pamela: Yeah, actually, I think I just check them from the homepage.
Chris Davis: Okay, okay, I just finished up a segmentation series.
Pamela: I saw [00:53:30] that and I’m still trying to figure out what a segmentation is, so I will listen to it.
Chris Davis: Okay, here, I’ll give you a run down. Segmentation is a process of grouping your contacts. You’ve essentially done it with a list and tags and custom fields. Those are your three ways to group contacts. You’re segmenting ninth graders by list and then you’re segmenting further by [00:54:00] father’s name and other information that you’re getting from your custom fields, but if you listen to it, it does a really good job of breaking down each option. When should you use lists, when should you use tags, when should you use custom fields.
Pamela: Okay, I’ll listen to it by Friday.
Chris Davis: Yup, it’s really easy. They’re like 25-30 minutes max, all of them.
Pamela: Okay.
Chris Davis: That will be your homework, and what I’ll do is like I said, [00:54:30] I’ll tighten this up for you, this flow chart, and I’ll send that to you as well.
Pamela: That’ll be great. That’ll be great. You can take a question from Eddie and then I just have one last troubleshooting on an automation that I can ask before we close.
Chris Davis: Okay, yeah, let me check in with Eddie real quick. Let me see here, Eddie, I’m going to promote you to panelist. Okay, [00:55:00] let me see here. Alright, Eddie, you’re on. I know you were mentioning you don’t have a mic, Eddie, so we can do it, you can share your screen, you can type, or you can call in. Either way, it’s fine with me. I’ve given you [00:55:30] panelist access, so I’ll be able to see you and see your screen, so just let me know. What’s the number, alright, good question, let me … Alright, can you see my screen, Eddie? Alright, use this number and this ID. [00:56:00] I’ll let you know, this is the first time I’ve really used Zoom in this capacity so bear with me, and I think it should all work out just fine. Oh, you don’t see the number, okay, here, let me type the number for [00:56:30] you. Alright, it is 1-408-638-0968.

That’s the number, the ID 115858541 and then [00:57:00] participant, in case you need it, I don’t think you need that participant ID, but I’ll put it here anyway because I believe that’s mine. There we go. [00:57:30] Alright. There we go. Alright, there we go. Call in listener, I see you, Eddie, total, one call in. Oh, you know what, it doesn’t look like I can add, that’s not right. They should allow you to call in. Join by phone, done. [00:58:00] Eddie, hold on one second, one second. [00:59:30] Alright, so Eddie, my apologies. I don’t think I have this, the webinar, configured to take phone audio, audio from phone, but you can hear me on your phone, but I can’t hear you. [01:00:00] We would have to do it over a computer audio. I’m trying to think … I wish I could get the audio on. Let’s try through typing. Was there a specific topic or a specific question you had?

[01:00:30] I know, I don’t like typing long questions or responses, but we’ll try it out. If you can provide your website, too, just so I can kind of take a peak at it. [01:01:00] Make sure I’m … [01:01:30] There we go. I’m going to save yours, Pamela, so I don’t lose it. Alright. We’ll, you know, as these are, I had a few questions about [inaudible 01:01:50] okay, alright and how we can use AC as a database, great. Let’s start with Shopify. Just so you [01:02:00] know, Pamela, you can see the question. The primary, a couple of things you need to know about Shopify and Big Commerce now, integration, and the first one being, all your data that exists in Shopify before you integrate, as of right now, hold on, let me not make myself into a liar. Jordan, Jordan, Jordan
Jordan: [01:02:30] What’s up?
Chris Davis: [inaudible 01:02:33]
Jordan: No, it should be retroactive, but you might want to check with Liam but it doesn’t happen automatically. After you connect, there is like a sync now button, that should pull in …
Chris Davis: Oh, that pulls it all in.
Jordan: Yeah.
Chris Davis: Okay, alright. [01:03:00] Alright good, good thing I checked. When you integrate with Shopify, you have the ability to hit the sync now button after you integrate your account and what that would do is pull in all of the data in your Shopify and add those contacts or update those contacts in ActiveCampaign. That’s the first step. The second one is, every time a new purchase is made, how you’ll be able [01:03:30] to identify or know, be notified a purchase has been made, is they’ll get the Shopify-customer tag. Let’s say I go to your store today and I buy something, the tag that you’ll see in ActiveCampaign is Shopify-customer and that is the tag that you’ll want to trigger any automation off of, right?

[01:04:00] If we think about it, let’s say, Larry, let’s say I’ll go into your healings collection, love your products, and I say Heaven’s Health food, oh, that sounds good. I add it to the cart, check out, okay, I’m going through the whole process. When I enter my email, name, all of this information is going to be passed to ActiveCampaign, all these custom fields, right? The [01:04:30] product, the product amount, and hmm, I’ll have to triple check. Let me double check what other information the product is. I believe the product name gets passed in a custom field, too. Essentially what you would need is an automation that looks for the Shopify -customer tag and then when that tag is applied, it goes and looks for the product name. This is one automation right there. Let’s just map it out. Type [01:05:00] any question if it’s not clear, just let me know by typing a question here. We’ll call this Shopify. Purchase, and then it will check product name, and then based on the product name, [01:05:30] I’ll just do three for now. Can we use tags like health [inaudible 01:05:55] types of products.

Yeah, [01:06:00] so eventually, you will. As of right now, we’ve only got, we only have the customer tag and that’s why I’m really setting it up like you see, because you will have to use the automation inside, let’s say Faith To Be Healed, let’s use that as one. [01:06:30] You have to use the inside the automations to determine which, Don’t Stay Sick, which product they purchased. Right? Now, they purchased, what, what I forgot to put here. Okay, redo this, [01:07:00] right here is a tag. Where is my tag? There we go. My tag, well that just looks ugly. There we go. Okay, they purchase, they get this tag, and then we’re going to go look for the product name and [01:07:30] this is going to be in a custom field. Alright. Based on that product name, we’re going to add them to an automation. Within that automation, you can do what you would like. By setting, so like, in the automation is where you can set certain category of what they purchased, or category [01:08:00] type. If someone has the healing, what are you, okay, here we go, by subject, health and healing, yeah.

I would imagine in your ActiveCampaign account, you have these subjects as, you probably have a custom field called product categories and it has health and healing as one, finances and prosperity as another one and Christ realities as one, and perfect peace as another, [01:08:30] under one field. What I mean is this, we were just doing this, Pamela. Maybe we’ve got, we’ve got product categories, let me move this out the way, let me just go, where are we at? Alright, health and healing, finances and prosperity, [01:09:00] I’ll just do two for now. Okay, then we could segment based upon … Exactly, yes. Yes, yes. Exactly. Eddie, you’re catching on very fast. Now, product categories and just so we can see [01:09:30] how it looks. If I go to me here, yup, I know I’ve got, it’s coming, I understand, so now look, product category inside of the automation is going to set which one I am based on the product. Maybe this isn’t a radio button, we probably want a check box, because [01:10:00] I could be in multiple product categories, right?

I could purchase both finances and healing, so we’ll change that to a check box. Then, in our automation would look something like this, where we have a tag is added, right? Shopify-customer, start, and [01:10:30] we want to have it to where it can run multiple times, because this automation is going to run every single time a purchase is made. What we want to do is, watch this, is right when the tag is added, we want to remove it. We want to take it away. Shopify, and the reason being is because this is really our only means [01:11:00] of knowing when someone purchases, is the Shopify tag and how ActiveCampaign works is if we don’t remove it, and they purchase, they’ll never be added again because the tag is already there. We’ve got to remove it right here in order for it to be able to trigger again.

Now, we have the ability, for every transaction, this is going to execute. From here, we can do our if else. We can say [01:11:30] if product categories, product category is Health and Healing, we can do something here. If not, we can say if custom field is product category is finances and prosperity, we can do something here. Yes, alright, great, you see. Here is, and you know what, I did that wrong, I’m sorry. What [01:12:00] I really want to do is let’s just say that there is a custom field that says product name or something like that. Products, yeah, there we go, product is product A and when, so if it’s yes, what I can do is go into the contacts, update the contact, and say the product category is health and healing. Now, when they buy this product, they’ll get this category, [01:12:30] and when they buy product B, I don’t even know when I put these products in here, but I’m glad I did, when they do product B, they’ll be added to product categories, finances.

Ah, I spelled that wrong, finances. I thought it auto corrected. This automation is setting our categories, right? [01:13:00] Then you could have another automation that essentially is triggered when, updates, field, field changes, product category, for the first time, or every time, added or updated. We can do, yeah, added or updated every time. Product categories, changes [01:13:30] to health and healing, start. So now, anytime someone purchased a health and healing product, we can send them through this automation and from here, perhaps we can get even more targeted. That’s how it would be right now. It’s good that ActiveCampaign can do this. Thank you very much for your help, see you again on Friday. Okay, Pamela, I know you got to sign off. I’ll follow up via email, Pamela, [01:14:00] cdavis@activecampaign.com, if you have any questions and I will send you the final flow charts. Thanks for joining, Pamela, and have a good one.

Alright, so eventually, Eddie, just so you know, we will moving to where we will be adding tags per product, okay? That is coming down the line and it will simplify this. It will simplify this a whole lot. That’s Shopify. Let me know if you have any other questions on that. [01:14:30] ActiveCampaign and [inaudible 01:14:32] alright, great, last question, we have 45 meetings, deals, yup, a year, does ActiveCampaign separate B2B and B2C for contacts? I almost get it. You’ve got 45 deals, and you’re wanting to separate which ones are B2B and which ones are B2C? For the contacts, so, [01:15:00] that’s the only part that I’m a little fuzzy on, is the B2B and B2B for contacts, part. Ministry to church versus ministry to, oh, you’re right, right. Marketing to other churches versus marketing to members, right? In your case, would be one church to another [01:15:30] versus a church to it’s members.

Business to business versus, right. We don’t do it automatically but you can set it up like that. How I would set it up, with the deals, is I would have a pipeline, a B2B pipeline, which for you, I mean, B2B is really ministry to another ministry, like ministry to ministry, [01:16:00] and then have a secondary pipeline which is ministry to members. That’s how I would have it. That would be your way to separate, in business terms, B2B to B2C but really in nonprofit ministry, it’s ministry to another, so ministry to ministry or ministry to member. M2M, their both M2M, ministry to ministry and ministry [01:16:30] to member. Yeah, so I would do that with two pipelines, have a B2B/M2M pipeline, and a B2C/M2M pipeline and within those stages, those deals can exist within those stages of that.

I really like your business, man. I do a lot of nonprofit work, as well, with getting the technologies and everything synced up, [01:17:00] looking and working correctly. I’m really interested, I really want to keep in touch with how you progress with this. We have a lot of details that we have to track. I can imagine, I can imagine. I’m actually working with a church right now and I’m trying to get them to assign member ID’s to the members so they don’t have to keep filling out their name, email, for every single paper, for every event, for every time. [01:17:30] As a member, it should say name and email, or member ID, right? I can imagine, I’m fairly familiar with the type of information you would need to collect and gather. You may even being collecting frequency of tithing, attendance of events. Man, it can be endless. Have you heard of Google’s Grants? [01:18:00] I have not. They have grants for nonprofits? Google Grants. I have not.

I’m going to look into this, wow. Oh, great, thank you. I’m going to check this out. I do want to honor your other question, you had a question on Unbound. I take it Unbound [01:18:30] is probably what you all are using, wow, really? Ten thousand a month in free ads? Oh my goodness. No, I didn’t, wow, that is amazing. You have taught me today. I’m going to share this. This is outside the realm of ActiveCampaign but I personally have a nonprofit that could benefit greatly from this. Oh, wow. Perfect, thank you. I’ve helped three ministries get [01:19:00] the grant. Eddie, I’ll follow up with you via email. Mine is cdavis@activecampaign.com and you are, you have what I, let me just put it in here, just in case. I would like to, let me just send it to you.

I would like to also put in your ear, [01:19:30] we should perhaps get on a call, maybe I’ll send you a meeting invite after this and give me a little more information about exactly what you’re doing because you can give our users insight in how, some real life case studies, some nonprofit, real world case studies and I could feature you on the podcast, as well as we could do like a case study on you to be perhaps in some of our ads that we run, or [01:20:00] just on the website, to give you some more visibility and exposure. Definitely, great, this has been a great call. We’ve raised seven thousand dollars, perfect. Eddie, let’s do that. In fact, I’m going to send you, send an email to me and I’m going to reply with my calendar and we can reserve a quick 30 minute call, alright, I’ll send you an email. I have yours now. Let me just copy this. It’ll be [01:20:30] easier for me to do it and let me start it right now. Just so I don’t forget, alright.

Let me, I’ll send you an email, it’ll have my calendar on it, pick a time, 30 minutes, let’s jump on the phone, we’ll handle your Unbounce question, if you still have it then. I really want to get a good feel and understanding of what you’re doing and what you’ve done and what role [01:21:00] ActiveCampaign has played and if it makes sense, which it already sounds like it would, I’d love to schedule you to get on the podcast and go from there. Alright, perfect, let’s … Great, alright. Well, Eddie, I’ve got an 11:30 that I have to get to. Any questions or anything, just feel free to follow via email. Right after this meeting, I’ll send you the email with my calendar link and I’ll look [01:21:30] forward to talking to you. Okay, alright, great. You have a good one, Eddie. Alright, cool. Let me see here. Alright, and I think we’re done.