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Office Hours – January 5, 2018

Recording of Office Hours hosted by Chris Davis on January 5, 2018.

 

Transcript

Chris Davis: We’re good. I’m just going to come straight to you. You’ve got your hand up. Then I’ll get to the questions sent via email as well. Eileen, let me un-mute you.

Eileen: You told me you weren’t going to be able to see me.

Chris Davis: What was that? Oh, oh. Don’t worry about it. You can cover it up if you want. That’s fine.

Eileen: Okay, all right.

Chris Davis: I’m not offended.

Eileen: No, that’s fine. That’s fine. I’m just in my workout stuff. My question is [00:00:30] we loved using the automation for finding joy series, and so we’re getting ready to start up a new automation called Brave Heart. We’ve created the template for that. I’d love for you to look at it, because I want to make sure that my call to action is clear, and also get some direction from you. We actually have lots of calls to action that we could potentially [00:01:00] do. I’d love to get some direction on what would be best to put in, and then also a little bit of direction on just how to make it visually appealing.

We have something set up, so I’d like for you to look at that and then let me know what you think would be the best call to actions to do. This is actually a book series [00:01:30] that we have. The book series has a corresponding video online. The videos are free. The videos are free, the book they have to order, which of course is great. We’d love for people to order the book. Then also we have where people can download the first chapter, and then also on our website we’ve got a really great website page [00:02:00] that talks about this study as well as the other studies in the series.

Chris Davis: Okay, all right. Let me see here. Can you put the link in the shared link to the automation in the chat?

Eileen: Yeah. Right now, it’s just a campaign.

Chris Davis: Oh, okay. All right. Can you share your screen?

Eileen: Sure.

Chris Davis: I’ll take a look at it. Pamela … [00:02:30] there it is. There’s Pamela’s question. While Eileen is sharing her screen, everybody keep the questions coming. As you see, I’m just adding them to my queue here. Great,

Eileen. I can see … I’m saying your name right, correct?

Eileen: Yeah, you’re saying my name right.

Chris Davis: I can see. [00:03:00] This is an email series that you said that has links that go to … Now, what I see now is your Zoom. I see your-

Eileen: Okay. How do I get that back?

Chris Davis: I see your desktop, but I think it’s your email maybe I’m looking at? The Chrome browser. This is Safari. Do you have your ActiveCampaign in one of these tabs at the top maybe?

Eileen: There. There it is right [00:03:30] there.

Chris Davis: I can see it.

Eileen: What this is, we have a book series. The book series has a corresponding video series with it.

Chris Davis: Sure.

Eileen: We’re getting ready to do an automation of about 17 devotions. They’re like excerpts from the book, so people can read the excerpt and then maybe they’re interested in ordering the book. [00:04:00] This is the template that we’ve set up so that we can do our automation. At the bottom, we’ve kind of started it with our call to action buttons. I’d love your expertise on, for example, they can either order the resource, they can download the first chapter, they can watch the video, they can [00:04:30] go to our website to learn more, and then from there do all those things. In your opinion, as far as a call to action goes, what are the best things to do? In other words, I was getting confused, because I thought I don’t want to overwhelm people, but I also want people to know … I know from my own experience, I don’t know, the more I watch videos of people and things like that, [00:05:00] then it’s like oh, I can trust this person, and I’m going to buy their resource. You know how that goes. What are your thoughts?

Chris Davis: Just one quick, clarifying question. How do they get the first email? If this is the first one, how do they get it? Is it by signing up?

Eileen: Great question. This is a part of our weekly devotion that we put out. Everybody will be getting these emails already that are involved with [00:05:30] Treasure Ministries.

Chris Davis: Okay, so then this would be kind of like the start of a new [crosstalk 00:05:36]?

Eileen: Exactly. Just like we had that … I don’t know if you, it was a long time ago, but the finding joy was our advent December series. Now in January, we’re moving on to a new automation.

Chris Davis: Got you.

Eileen: We want to have … This is like giving them just a little taste of it, and they’re already expecting it because it’s coming in on Monday, every Monday. Then at the bottom, [00:06:00] we want to tell them about order the resource, or watch the video, or learn more about Brave Heart.

Chris Davis: Yes, yes, I got it. Here’s my recommendation. I think this will go well for your audience, all right?

Eileen: Okay.

Chris Davis: In your email, I think you could keep it singular to watch the video, right? You’ve got the title, you’ve got some text, and it says click here to watch the video, or whatever call to action you want. Then [00:06:30] on the video page, it should have the video playing with some text below it describing what the video is, because we always want to make sure that if they’re in a place where maybe they can’t watch the video, they can at least read and get the content. Then right below that, I would have the order Brave Heart, right?

Eileen: Okay, okay. Let me-

Chris Davis: Go ahead, go ahead.

Eileen: The videos, there’s actually one video per chapter in the book.

Chris Davis: Great.

Eileen: They would have to then sign [00:07:00] up for to get membership into the videos. They’re free, but is that what you think? I should still send them to the videos site?

Chris Davis: Yeah, because the video … Because every email will link to a different video, right? Each video talks about-

Eileen: No.

Chris Davis: Okay.

Eileen: No, no, no. I mean, every email … That’s a thought, but every email is just an excerpt from the [00:07:30] book.

Chris Davis: It’s the same video for every email then?

Eileen: No.

Chris Davis: Okay. What’s the difference in the videos?

Eileen: The videos correspond with the book. For each chapter in the book, there’s a video.

Chris Davis: Okay. Each chapter has a video, and each video has an email?

Eileen: No. The emails are created [00:08:00] by taking excerpts from the book.

Chris Davis: Okay, okay. I think that if you … It could get a little confusing. Not for the end user, I think more so internally. I think everything will flow smoother if you just streamlined it, right? Like you already have videos for each chapter, so if the emails corresponded to the videos which corresponded to the chapter, which the chapters are within the book, it provides a nice, [00:08:30] I don’t want to say upsell, but a nice, streamlined experience for them to get the value of the book, right?

Eileen: Okay, okay.

Chris Davis: You’re not relying on one mode of consumption, because if the only way to get the chapter overview is by watching the video, you’re going to miss a lot of people who just want to read, right, who prefer text, and who would rather read a paragraph or so and say, “Oh my gosh,” or your fans who are just like, “I want that now.” Right? By using the email, it gives it to them in text form, [00:09:00] right? You’ve got some engagement where they can click and watch the video. The video is going to be … It’s almost like every step gets them closer to the book by providing more value.

Eileen: Okay, okay.

Chris Davis: Does that make sense?

Eileen: You would do the next free step then, basically, which is-

Chris Davis: Yes.

Eileen: … the video, okay, okay, okay.

Chris Davis: Because the video and the email are free, so I would use them kind of like a value ladder, right? The email is at the lowest point. They get value there, they click [00:09:30] it, they watch the video, they get even more value, right? That value, they click the button, buy the book, and you’ve got them.

Eileen: Okay, okay, got you.

Chris Davis: The emails will serve, because maybe chapter one isn’t really appealing to them, but maybe chapter three hits home, right?

Eileen: Okay, okay.

Chris Davis: You have those multiple opportunities. Plus, as we know in marketing, it takes a few touch points, although they’ve already gone through the devotional series. They’re familiar with you, so I wouldn’t say it’s out of the [00:10:00] equation for you to get a lot of sales with the first email, just the [inaudible 00:10:03]. People are going to share. I think what’s lost a lot of times with emails is it’s hard to track when someone forwards or talks about your email to someone else. They’re going to do that as well. Now, you have a means for them, if they do share, they can click, watch the video themselves, get up to speed with your brand and what you offer, and even potentially purchase from there too.

Eileen: Okay, okay, okay. Sounds good. [00:10:30] We’ll do that. See how this is on top of this?

Chris Davis: Mm-hmm (affirmative).

Eileen: Is there a way to pull it to the side? Would you recommend doing it differently?

Chris Davis: You could pull it to the side. I would recommend putting the button under the image and centering the image.

Eileen: Okay. We can do that. That I can do, okay.

Chris Davis: That’ll be nice and easy. That’s a beautiful image, so right in the center, and then put the button below it. I would hyperlink the image and the button to go to the same [00:11:00] destination. People are trained to click images now too.

Eileen: Okay, okay, great. Okay, great. That’s really helpful. Thank you.

Chris Davis: Yes, no problem at all, Eileen. Thanks for dialing in, and hello.

Eileen: Hello.

Chris Davis: Good to see you. Good to see you and hear you.

Eileen: I know. Take me off there now.

Chris Davis: Come back. Make sure you come back and let me check out the automation. Let’s see how it’s functioning for you.

Eileen: We definitely will. We definitely will.

Chris Davis: Okay.

Eileen: Thanks.

Chris Davis: No problem. [00:11:30] Great question. Let me get to the queue. Great one to start off. Let me say campaign and delivery for new series. I’m excited about that book. I’m really interested to see how it performs. Pamela, I know I had your question from last week. Thank you for the reminder. Pamela, Pamela J, right? It should be Johnson. [00:12:00] I think I remember your full name. Yes, Johnston. Don’t forget that T. Welcome, Pamela. On Friday, can you answer the question on how to manage templates?

She says, “I find I have the same email saved two or three more times and templates would seem to benefit from labels too.” Okay, you are 100% correct there. I’m going to give you some best practices here. Also, in all my Infusion Soft tags and emails got migrated, [00:12:30] and rather than having a fresh start, I have a slog fest of adapting things at AC. Oh yeah, that could be tough. In migration, it’s always a delicate balance on whether to migrate everything or purge during the migration. The good part is since it’s in ActiveCampaign, we can easily organize it and remove it and delete it if need be.

Let me show you. Everybody, this is really good practice for managing [00:13:00] your messaging. Here’s why. Oh, is it out yet? Let me see if this guide is published. Is it published? Is it? It’s not. It’s not. I will give you all a spoiler alert. Next week, you’ll see a guide on naming conventions published. Naming conventions are extremely important, because look at this. Let’s just say I’m in a particular [00:13:30] automation. Mark, I’m going to go to your automations, Mark, because we always have emails in yours. Let me see. Here we go. Let’s say I have a particular automation, and I’m using the segment builder or something like that. Conditions and work flow. I’m using the segment builder to do action on an email. Action has opened.

Now, you see this? [00:14:00] A lot of times, I made this mistake too. A lot of people will call an email welcome email. Look at this. I’ve got one, two, three, four. I don’t know which automation the email is in. You know? Oh, oh, I’m sorry. Thank you. I am so sorry. I forgot I have to share my screen. Can you all see that? Thank you for everybody. [00:14:30] You all are great. I don’t know what I would do without you. I would clearly be talking to myself. I think we can all see now. Let me know. Can you all see this now? Can you see my screen? Yes? Okay, great.

Here’s what I was mentioning. If I go into the segment builder, whether it’s from the contacts view or within an automation, look at this. Welcome email, welcome email. If I use the same name, [00:15:00] I’m not penalized for that in ActiveCampaign. It just treats it as a name. It’s not like it takes the name from one automation and runs it against every other automation, right? Since that’s the case, it’s important to have a naming convention. This ties into our talk on templates, Pamela. I’ll show you why. Now, let me see. Let me just keep on track here.

We [00:15:30] have the same email saved two or three times. There’s two solutions to it. One is you can prepend the email with the name of the automation and/or funnel, okay? Let’s say I’m going to use … What am I going to use? I use Eileen’s example. She’s got Brave Heart, right? She’s got the Brave Heart series. When I create an email, [00:16:00] what I would do is instead of calling this welcome email, guess what I would do? I will go here and do Brave Heart – welcome email. Now, when I go through my list of welcome emails, I can easily see which email this is, right? That’s one. We do this, listen Pamela, we do this for everything, right? We could do this for tags, right? We can do this. [00:16:30] Naming conventions are the most powerful, unspoken tool. It’s crazy. I’ve never seen much highlight given to naming conventions, but they save you so much time and effort in the future. They cost nothing now, and then you can go later when you’ve forgotten everything, they’re easy reminders. Anyways, that’s one way, right?

Also, in your templates, if we go specific to your templates, this is really going to help you, Pamela. [00:17:00] You see these categories? I would first off create a category for those Infusion Soft, the Infusion Soft templates. Let’s say this was an Infusion Soft template. To create a category, you can’t necessarily do it right here. If you go into any template, what you can do is right here from the gear select the category, [00:17:30] okay? Hit close, save, and exit. Now, that’s going to be a category. Check this out. I can over here click it, and now it just filters out all of those emails, okay? That’s one way. I would make sure I go and label them all just so I can keep them separate, right? Then, if you want to, we’re talking about organizing templates, everybody. If you wanted to, you could [00:18:00] then go back and go to like, let’s say this one was a branded, was a new email, like we’ll say this is a finished one. I’ll just call it finished for now. I don’t have a better word, I’m sorry. I should have a better word since we’re talking about naming conventions too.

Now, whenever I want to see all of my finished templates, so I’m not overwhelmed with all of the templates, I can just categorize them that way. Then I can see [00:18:30] actually which templates to choose from. Pamela, yes. This is how you can prevent having the same name email. One is we can use the name of the funnel and/or automation, prepend it to the email to make it different if we are using the same name. Then, to take it a step further, we can create categories, categories within the template library to easily filter and find the templates as well. [00:19:00] Rosalyn says can you have more than one category? Yeah, these categories, you can create as many as you want to. You can have a template in multiple categories, okay?

Pamela says, “I guess I’m still confused. When I edit emails, et cetera, can’t really get a sense of what I’m doing and where it will be saved.” Sure. For just to understand the application, if you’re editing an email in automations, [00:19:30] that email exists in the automations only, okay? If I’m in an automation, go back to Mark. If I’m in this automation, you see all of these emails? These emails only show and are accessible in this automation. I can’t go to another automation and use this email, okay? I can’t do that, because the emails are specific to the means in which they were [00:20:00] created, all right?

Furthermore, if I use the campaign, campaigns are one-off emails, it would exist in campaigns. I cannot access it in an automation. I can’t go here, hit this plus, do send email. Let me just triple check and do Jeff. Let’s type in Jeff. Oh, no it won’t work, because it’s going to have me create one or use an existing one. [00:20:30] Like I said. From an automation, I can’t access a campaign, and from a campaign, I can’t access automation emails. They only exist in the means in which they were created unless you save them to the template library. That’s why I kind of started with the template library, because any email that you want to have accessible throughout your entire account should exist in the template library. The [00:21:00] template library is accessible through campaigns when you’re creating a new one, and automations when you’re creating a new email, okay?

Rule of thumb, I always create my email as a template. If not, if you forget to do so, guess what? It’s fine. If I go to Jeff, look at this. Save as template. I click that button, it’s going to now save it to the template library. All is not lost if you created these one-off, and same goes for these [00:21:30] emails, right? If I’m in an automation, and I say view emails, look at this. These are all of my emails. If I click this drop-down, save as a template. You can always get into the template library. Once your email is in the template library, you’re good.

Just for record, if I go here, send email, create new, what is it going to do? It’s going to pull up the template [00:22:00] library. Now, anything that was saved here, I can easily see. If I want to go to finish, now I can easily get straight to that design. If I use this, this email is going to create a copy of the template. Any adjustments I make, or modifications I make to this email is not going to effect the original [00:22:30] template, okay? It’s not going to do that. Let me see, I’ve got a few questions here.

Carly, I’m a bit confused as to where to create emails. Am I best to create all my emails within the template area filed under a category, then pull them in as needed into an automation? Carly, that is the ideal approach, absolutely. As I mentioned, sometimes I do it too, sometimes you create the email within the automation. Just make sure you go back and hit save [00:23:00] as template. Then you’re all good, okay?

Rosalyn says, “How do you add more than one category for a single template? Do you separate the name of the category with a comma?” You’ll separate it with a space. This is not a template, Chris. This is an email. Let me go back to the templates. Do I have my template library up? Here it is. If I go back to my Mark’s template, and I click this gear button, you see that? I can do ACWIP [00:23:30] space, or enter. I’m sorry, you hit enter, Rosalyn. If you hit enter, then it will create the multiple. Let’s see if it auto completes finished. It will pull in existing categories as well. You can just remove them that way. Hit enter to do that.

Paul says, “Can you build [00:24:00] a campaign email that mimics your standard format, then send it to yourself with a test list?” Yes, you can send it. Explain that to me a little bit, Paul. I think you’ve got a really good use case, and I don’t want to miss it. Can you build a campaign email that mimics your … Feel free, Ben. If you want to explain it, let me know. [00:24:30] What are you worrying about, Paul? Wait a minute, did you say something else?

Pamela, yes I didn’t start the template library. That’s fine. I guess I should create a template. Yes, ideally you should create a template and then put it into an automation. Am I saving as template? Has created the same or very similar templates. Can you repeat that? If I make changes to a template in an automation, it won’t … There we go. Yes. Here it becomes important. [00:25:00] Here we’ll bring it all together, right, Pamela? When you’re in the automation, it’s important to name the email prepended with the name of the automation in our funnel so when you do come back and save it to the template library, there’s no duplicates.

Now, you can always go into the template library and rename it, right? If I go edit, and I want to rename this from Mark email template two to Mark email template, I can do that, oops, [00:25:30] by just typing that in there, right? I can rename it. You want to make sure whenever you create the email, whether it’s in campaigns, automations, or in the template library, make sure that you specify the name, right? In the template library, I could see you having a general welcome email. Something like this. General welcome email, okay?

Now, watch what I would recommend to [00:26:00] do though. Once you have the general welcome email, and you go here and create send email, you know what I’m going to do? I’m going to call this Pamela, because this is the name of the automation, general welcome email. What do you think I’m going to do? I’m going to go into the template library and grab the general welcome email. [00:26:30] This is the part that I’ll repeat for you, Pamela. What just happened is it created a copy of the template. Whatever modifications I make in this email is not going to change the original template. The template will always remain unchanged, unless you go into the template library itself and update that email.

Now when I hit save and exit, look what I have. This is very key [00:27:00] to organizing your emails. Now look. I have this email named Pamela – general welcome email, instead of having an email named general welcome email. I used the general welcome email template to do it. That is exactly how I create these, because you’re probably going to have another automation that sends that general welcome email. Now in that automation, you can specify what automation it is, and the general welcome [00:27:30] email.

Let me make sure … Mark says, “What’s the best way to find the trigger to an automation which does not have a start action in the automation, thus triggered by another automation?” Not follow my own rule, and add a note. Mark, [00:28:00] let me say this, Mark. As of right now, you can’t. How can I say this? How about this, that’s changing sooner or later. That’s all I can say, Mark. Please don’t ask me anything else. That’s all I can say about that. Let me know if that makes sense to you, Pamela. Want to make sure that just hits home.

Carly, let me pull up your email, then Mark, I’m coming to yours. I think I have one [00:28:30] other question via email as well, if they are live. I like to make sure I get everybody live first. The current approach is to hunt through all my automations and look for it. You know what, Mark? It would be great. I’m not saying this is possible, and I’m not saying it’s impossible, but it would be great. Let’s talk [00:29:00] hypotheticals. If you could get a view of how all of your automations are connected, and that would be the answer to your question. That answer may or may not be real, or being worked on. I don’t know. I’m speaking hypothetically and very cryptic.

What did I say I was going to … Oh yeah, yeah, yeah, Carly. I’m sorry. Let us go to … Let me grab my email really quick. [00:29:30] If you email me, and I didn’t get it, feel free. Oh Paul, I see yours. Oh Ankah, okay. I’ve got Carly, Paul, and Ankah all next up. Let’s go through here, because I don’t want to lose time here. Let me give you some space here. I’m just answering these in the order in which I receive them, everybody. [00:30:00] Carly, I just see the sessions generally go for an hour. Here’s the query. I’m just going to type in this. Mark, it was good to see you, man. Have a great year. Always good to have you on.

Carly’s trying to insert some dynamic dates into the emails within automations. The emails are to confirm certain date milestones [00:30:30] and milestone reminders for our clinical trials. There’s trials, and there are emails that go out before at certain dates before the trial, I believe. Right? Certain milestones and milestone reminders. Carly, just correct me as I go along here. The event is either a clinical trial or any milestone up until [00:31:00] that clinical trial. She wants to send emails beforehand at specific times, all right? We calculate the dates from the dates that they commence the active part of the study, okay? Once they reach the active part of the study, they are moved to the on-study stage in the corresponding pipeline. Let’s keep going here. We’ve [00:31:30] got some deals moving in this stage.

An example, an initial email will list a series of five dates at specific intervals in the future where the participant needs to complete a task, okay? The next email will be a reminder about the next upcoming date, and then list the next four specific dates. Then the next email will be a reminder about the next upcoming date, and then the three specific dates. Got it. We’re using stages. As they progress through the stages, they progress [00:32:00] through the stages by completing the task. Once they complete the task, they’re moved to another stage. An email is sent out with the next four tasks and the dates, or the next specific dates for them to complete the task.

Carly says, “Not necessarily move to another stage.” Let me remove the word stage and use step. They go first step, they complete the task in the first step, then they move on to the next step. [00:32:30] An email goes out, and essentially instructs them. That’s fine, Carly. Here, let me promote you. I’ll promote you to a panelist here. Remember here, by default the camera comes on. Let me un-mute you here. Un-mute. Carly, you there?

Carly: Hi, yeah, I’m here. Can you hear me?

Chris Davis: Yes, I can hear you.

Carly: Sorry, it’s five in the morning so I’m in my pajamas.

Chris Davis: Oh, no problem.

Carly: [00:33:00] Basically, with the pipeline, once they hit the on-study section, first stage, that will then trigger the milestone email template. We’re basically holding their hands through a trial which may last three or four months. We want good trial compliance, so we want to make sure everyone’s really clear about what’s expected of them and when they’re expected to do it. It might be welcome to our trial, thanks for being a part of [00:33:30] it. Just a reminder, you’ve got the following important dates coming up. Week two, we need you to fill out this form, and this is the date. Week four, we need you to come in for a visit. Here’s the target date for that. Week six, and so on and so on.

The emails then would track them through. I’m not that sophisticated yet with it to make the automation responsive. It’s just at the moment just going to go out at regular intervals, whether they [00:34:00] complete it or not. Then it will be up to our people to follow them up with saying, “Hey, you haven’t done your form.” We’ll get to that automation later. At the moment, it’ll be a reminder. At the moment, those dates have to work really specifically off the date they start the product and the trial, because it’s very important for our trial compliance that it’s back-dated to when they started taking their products. They’re two weeks into the product, [00:34:30] four weeks into the product, six weeks, eight weeks, and so forth.

Chris Davis: Are these dates specific to their start date, which could be any date in the year?

Carly: Exactly. It would be unique for each participant, unless two people happen to start on the same date. It’s got to be directly linked back to that particular person.

Chris Davis: How are the dates calculated? If I were to sign up today, [00:35:00] how would my five dates be calculated?

Carly: At the moment, I did them manually. Well, we have a trial management system, and we plug the templates in and it spits out a date, like the list of dates for each person.

Chris Davis: Sure.

Carly: Within ActiveCampaign, the way I set it up originally when I was playing with a simple template was that I said, “Okay, I’m going to add them to the pipeline, sorry, the automation. On that day, that [00:35:30] will be essentially day one.” Then I worked every email off saying I’m going to send it 14 days and 28 days from the day they entered the pipeline, the day they entered the automation. Which was okay, and it worked, until we switched from our free to our paid account, and our account, I didn’t realize, was put on hold for four days, which then completely messed up all the dates. The dates of [00:36:00] their appointments were working back off the date that the email was sent, not back off a fixed date.

Chris Davis: Oh, right. It was all relative, yeah, to the [crosstalk 00:36:11].

Carly: It was all a bit built on sand, I felt. It worked, but it wasn’t a particularly elegant solution. Then I thought, “Oh, I’ll be able to override this by having a custom field, and putting a manual date in there that one of our trial coordinators enters, so it’s a fixed date for that person.” [00:36:30] I cannot for the life of me get the dynamic date to work off the custom field. It’s just, yeah.

Chris Davis: It’s kind of tricky. It’s kind of tricky. Here’s what I would recommend. There’s two things. For the date that they start, are you always sending the milestone emails at the same interval, like five days after they’ve started, 10 days after they’ve started, 15 days after? Is that always the case?

Carly: Yeah, [00:37:00] that’s fixed for each trial.

Chris Davis: Okay, okay. You could do this, all right? I’m going to give you two ways, Carly. You just choose whichever way works best for you, okay?

Carly: Okay.

Chris Davis: By no means do you have to go with one over the other.

Carly: Also, I’m tossing up whether I could somehow set it off the date they entered a stage, which would be kind of more fixed. Again, I just didn’t want it off the date they joined the automation, because it [00:37:30] was a bit dodgy.

Chris Davis: You could do it the date that they join the stage as well. Let’s take that example for right now, okay?

Carly: Okay.

Chris Davis: There’s some action going on when they get to the on-study. From that date is how you want to calculate all future communications, okay?

Carly: Yeah.

Chris Davis: That’s what I’m going to use. I’m going to say deal stage changes as my start trigger, right? I’m going to select my date, my pipeline. Of course, I don’t have one [00:38:00] that’s close to yours. I’ll just say changes from any stage to, I’ll just call it lesson one. For you, lesson one is on-study, okay? When that happens, this automation is going to start. Now, what you’ll want to do is go into contacts and do update contact. You’ll find your date field. Let me pick a date field. Let’s do due date. Nope, that’s not a date field. There it is. You’ll select [00:38:30] your date field. You see this new content, current time? What that’s going to do is put today’s date, whatever that day is that they make this action, into that custom field. Now we can automatically get the date in the custom field, all right?

Carly: Okay.

Chris Davis: Done. We’ve got a stage. Let me see this. Carly, custom date field. Now, we have a means [00:39:00] of getting the date in. Now, we send to set up automation in the future, right?

Carly: Yeah.

Chris Davis: That is done by using this. I don’t know if you’ve seen this. I’ve not seen too many people use this, actually. I haven’t used it currently. Starts, let’s say, five days after that date. [00:39:30] You see that?

Carly: Mm-hmm (affirmative).

Chris Davis: Now, this is a dedication automation for the five-day later email.

Carly: Oh, okay.

Chris Davis: You see that? What we’ll do is I’ll just select this one with year, month, and day. This just allows it to run multiple times a year. If it was something more annual, you would select this and it only runs a certain time. What I recommend though is we’re going to check every day. Let’s check at a time [00:40:00] where we know we’re not sending anything. For most people, that’s 12:00 AM, right? Not much is going on, hopefully, going on at 12:00 AM. Five days later at 12:00 AM, they’re now going to enter this automation, okay? Based on the date that you specified, the other automation, right? The first thing that we want to do is wait until whatever time you want to send the email.

Carly: Okay. What I was trying [00:40:30] to do, I’m not sure where you’re going with this one, but I was trying to actually list the dates in the email.

Chris Davis: Oh, you want to list the dates in the email?

Carly: Yeah.

Chris Davis: Oh, so like the date plus five?

Carly: Yeah.

Chris Davis: In the email?

Carly: Yeah.

Chris Davis: I’m sorry. I did. I’m sorry.

Carly: It worked beautifully with today, and it printed out all the dates, but then when I tried to link it to another date field, I just got the actual text field with the …

Chris Davis: [00:41:00] What did the text field say?

Carly: It said custom date field or something.

Chris Davis: It said the name of the field?

Carly: Yeah, yeah.

Chris Davis: I got you. Let me do that. I was thinking of the actual sending of the email. Just so everybody’s-

Carly: That bit was okay. I managed to do that. It was actually listing their dates and saying, “Hi, you’ve got to come in on X date, and X date, and X date, and X [00:41:30] date,” which were all pre-calculated off the date they started.

Chris Davis: Just so everybody’s aware, this is what Carly is talking about. Let’s just say your next step is due on this date. Something like that.

Carly: Yeah, exactly.

Chris Davis: Then you go to personalize, and what Carly was doing is this. Today’s [00:42:00] date plus five, right?

Carly: Yeah. I was having to work out the date the email was sent, then adding also then how far in advance from that email was going to be sent. It was a lot of math for me to do.

Chris Davis: Yes.

Carly: [inaudible 00:42:15].

Chris Davis: Right. This worked fine as long as you were using today plus five, right?

Carly: Yeah, yeah. It worked beautifully.

Chris Davis: [crosstalk 00:42:24] actual date. As you go forward, and you want to use [00:42:30] a custom field plus five-

Carly: Yeah, that was the problem.

Chris Davis: … is what you were trying to do. That’s actually a tough one. How would you list those dates? You know what? The only other thing that I could think of to solve that is, it’s a little manual, but I don’t think it’s too much.

Carly: Because unfortunately, in my today plus, the [00:43:00] today represented obviously the date that the email was sent. It was a bit messy. I’d have to go, “This automation is going to be sent 28 days into their trial.” Plus then I want to add the length of time.

Chris Davis: So many calculations.

Carly: It was just a bit risky. I wanted to take out one of those variables.

Chris Davis: What I would recommend is having a custom field date for [00:43:30] every milestone. It would be set by human at a certain time. Then that way you could just use the custom fields. You know what I’m saying?

Carly: I do.

Chris Davis: It will be essentially like, what? Five custom fields?

Carly: No, because we would have … Well, [00:44:00] yeah. We’ve got hundreds of trial participants, so maybe across eight trials. We’d have to enter the specific dates for each person, is that what you’re saying?

Chris Davis: Yeah, going forward. I guess you could do it, you could backlog it for the people currently in it, but going forward I would have it set up to where when someone gets to the on-study stage, it sends an internal notification to yourself or someone else and just tells them to enter the [00:44:30] dates into their contact record. Then when they enter the dates, you’re fine, right? Because now you can just merge those dates into the email that way. It would be nice to be able to dynamically calculate them like you mentioned. As of now, I don’t know of a way to do that.

Carly: Okay. I can’t do the plus days from the date that they entered either a stage or the automation? Will [00:45:00] it not also calculate from there, or is it the same deal?

Chris Davis: It’s the same deal, yeah.

Carly: Okay.

Chris Davis: In the email, that today plus is the only way to go future dates.

Carly: Right.

Chris Davis: We have an idea submitted, just so you know, that people, they want to be able to do the plus or minus on custom fields too. That would work in your case. It is something that the developers are aware of. I don’t know what the status of that is. Until then, I would say [00:45:30] that would be a fixed, is just creating a four or five custom dates field, and just selecting them.

Carly: For each person?

Chris Davis: Yeah.

Carly: Okay, right. That’s good.

Chris Davis: [crosstalk 00:45:38].

Carly: That’s the good news. Also, good news that I wasn’t going crazy.

Chris Davis: Carly, you did a really good job. You did a really good job with this. My brain would have been hurting. I’m sure you had to take a walk away, doing all the math.

Carly: My brain was hurting, and then I was a bit of a sobbing [00:46:00] mess when our campaign got delayed a few days. [inaudible 00:46:03] it really just messed up everything, because the delay in the emails sending. Then everyone was logging back in and changing the dates of the appointments that they had already booked, because they got new dates. It was a bit [crosstalk 00:46:15].

Chris Davis: Oh, I can only imagine. Wow.

Carly: The trial coordinator was not happy with me.

Chris Davis: Yes, okay. Great.

Carly: Thank you for that.

Chris Davis: Carly, let me know how it works. Continue to come back and keep me in the loop.

Carly: I will, [00:46:30] I will.

Chris Davis: Thank you. Great meeting you.

Carly: Thank you. You too.

Chris Davis: Great one. Sometimes automation will make your head hurt, just so you all know. Let me get back. Carly, good one. Paul, I’ve got you Paul and Ankah. We discussed webinar engagement, and the best program to use a host webinar. [00:47:00] Yes, Paul. Engagement and host. Webinar hosts, they’re growing. By webinar engagement, did you mean the webinar engagement automation, Paul? Just make sure I’m on the right track. This is the best one. We worked hard at getting this one in the application. What I would do [00:47:30] is this one. I would use the sequence, the recipe. Type in webinar, and use webinar reminder series from there.

Here’s why. I need to select a date field. This is the same date field that we talked about prior to event date. For every goal, it needs to be configured. Event date. You need to make sure you have a … [00:48:00] I know, Paul. That’s why I wanted to show you. A lot of people don’t know this one is here. I’m glad you asked, so we can get more exposure to it in this one. It should be good. Hopefully, it doesn’t ask. Great, it’s in draft, so it’s not going to ask for … We’ve added comments here too, so it’s easier to follow. Essentially, if you import this, the two things to look out for is make sure you change your start trigger. This automation should begin when someone signs up for your webinar. You [00:48:30] could also be using a tag or a form being submitted.

Make sure you look at all of these notes. Normally, it’s probably going to be a form or a tag, hopefully. Some integrations require you to subscribe to a list. Check this out. These are the 30 days, two weeks, one week, and the day before. You can copy and adjust these. We’ve created all the logic for you. That’s why we asked the event date. Now, if you wanted it to go out [00:49:00] 28 days, you just change it here. 28 days before, okay? Then hit save. You don’t have to do anything else. You don’t have to configure these goals. If you wanted an extra delay, or an extra reminder, you can just drag it, copy it, right? Copy, single action. Then adjust it from there. This is the hands-down fastest, easiest, and best way to get your webinar reminders sequence [00:49:30] up, all right?

Now, on to the second one. You say, Paul said he’s looking at Zoom versus Go To Webinar. I’ll go through this real quick, Ankah, because I do want to answer your question too. The main difference is price, okay? Just out the gate, it’s price. Go To Webinar is going to be a lot more expensive than Zoom. [00:50:00] Zoom is not going to directly integrate with as much as Go To Webinar. A lot of platforms have Go To Webinar integrations built in, like landing page software and other applications. However, I found Zoom to be … I mean, we use Zoom here. I’ve used it for webinars. In fact, most of the webinars I do now are on Zoom. A lot of them are. It’s a toss up. I think Zoom [00:50:30] may better suit your needs. If you use Zapier, you can integrate Zoom with ActiveCampaign, so like attendees and non-attendees.

As far as stability, I don’t know. Actually, Paul, as I’m outlining the pros and cons, I think the biggest one starting out is going to be price. I would say I know Go To Webinar used to have a 30-day free trial. I would do that one, [00:51:00] run a few webinars, see how you like the experience and the stability. Then try Zoom, see how you like that experience and stability, and whichever one doesn’t give you the most troubles. I would primarily use Zoom versus Go To Webinar. The other options out there are like Webinar Jam and Webinar Ninja and all of that. I just attended a webinar by an apparel company that used Webinar Ninja, and it was really bad. I had to log in and create an account just to attend the webinar. I’m not saying [00:51:30] Webinar Ninja was bad, just that process and how the person had it set up was really confusing, whereas Zoom and Go To Webinar seemed to be really straightforward as far as accessing it.

Paul says, “Also, how does this work if the client can sign up for several webinars?” Go To Webinar does that really well. You can sign up for a series of webinars. I’ve not done a series of webinars in Zoom, nor do I know if you can do that. If you want to use a series of webinars, then it probably would be Go To Webinar [00:52:00] over Zoom. Those are my pointers there.

Lastly, Ankah, let me answer yours. If you have another question, Paul, go ahead and ask. Everybody, I’m going to run about five minutes over because I really want to make sure I get to Ankah’s question. If you have to take off, that’s fine. My apologies for running a little long. If you can hang in there five more minutes, we can [00:52:30] discuss this double opt-in strategy or question, which I think is an important one, all right? Ankah says, “I’m a newbie when it comes to double opt-in forms and terms and conditions. Basically, what I need with this is to set up a double opt-in form for our market. Unfortunately, I had already set up Thrive, Thrive Cart check-out page connected to our landing page offer, and didn’t include an AC form.”

I don’t think you can put an AC [00:53:00] form on a Thrive check-out page anyway, so you’re fine there. There’s not much you could have done anyway. I thought it would be enough when they will accept terms and conditions in Thrive Cart check-out page, and from there everything runs smoothly based on AC rules. Now, my question is how will they receive a subscription confirmation in their email? I know it is possible with AC forms to get their confirmation subscription. Now via Thrive Cart, I’m wondering how [00:53:30] we can make it simple for our customers. Ankah, great question.

I love this question, because it’s the question I see asked the most. I do have an official answer for it, but let’s see if I put it in here. Single, double. Nope. I don’t have it. Here it is. Double opt-in. You can do a manual double opt-in. [00:54:00] My official term, I’ve coined the term single double. That’s an entirely different strategy, but this is one that is very similar to it, okay? This is very similar. In fact, the single double is actually in our marketplace. This is extremely similar. I feel like I had a different one. Oh, here we go.

Now, when you check out in Thrive Cart, you can add a tag or [00:54:30] send them immediately to an automation, right? The first thing we want to do is you see this? I have a custom field that’s called activation status, all right? This can change from awaiting, activated, to deactivated. I created all three of those, those terms, right? The reason why I didn’t use active and inactive is because I didn’t want to confuse it with the double opt-in status when you [00:55:00] go to contacts. Because if you go to contacts, look at this. I didn’t want to confuse it. It says status, active, unconfirmed. I didn’t want to use any of that terminology to confuse things. I’ve got awaiting, activated, and deactivated. Activated instead of active. Awaiting, activated, and deactivated, all right?

They’re purchased, Ankah, right? By just from the very beginning, they’re awaiting. [00:55:30] We’re not saying they’re deactivated or activated, we’re awaiting to find out what their status is. Then we can send them the welcome email, which you’re probably using and they’re getting an invoice from Thrive Cart, right? Then you’re probably sending them a welcome email with the link to access their whatever they purchased, or their log-in credentials, whatever it may be. Then look, we’ll wait until they’ve clicked any campaign. Essentially, we’re saying, “Your account is activated once you click [00:56:00] the link,” which is the same as double opt-in, right? You can do that, and you can remove this limitation, right? No limitation, or we could say wait up until a week. The reason why I have this in here is just to explain this condition is going to go by whichever happens first. If they click the email, they’re going to pass. If it’s been up to a week and they haven’t clicked the email, they’re still going to pass, all right?

The maximum time that they can wait at this step is one [00:56:30] week. If I take this off, no time limit, that means they’ll wait there indefinitely until they click a link. Now, that choice is up to you. I’ll say one week. Essentially, I’m saying you have one week to activate your account. Otherwise, I’m going to mark you as deactivated, okay? After a week, I’m going to check and see have they clicked. If they’ve clicked, yes, they’re activated. If not, not saying you have to do it, [00:57:00] this is up to you. I can click deactivated. Now, deactivated doesn’t mean I can’t send messaging to you. It’s just a status. You purchase something, your email account was created in ActiveCampaign, and I was awaiting activation. Maybe deactivated is a bit harsh. Maybe I don’t do anything, and it just stays in awaiting, okay? It stays in awaiting.

Now, you can go in and at any point look up everybody [00:57:30] in contacts, if you go to contacts, you can even create a custom segment that goes for the custom field. I forgot what it was named. Status, maybe? Contact status. Oh no, it was activation status. Activation status is awaiting. Then I can see everybody who’s awaiting activation. From there, I can [00:58:00] do whatever action I want to. This is the simple way to do it. Did I go out of it? Oh, why would I do that? This is the simple way to do it. What you would do is you would have an automation attached, an automation like this, attached to every product, right? Oh, great, great. Ankah, I’m glad this makes sense to you. [00:58:30] That means it was well worth the extra time.

Here, let me share this. Let me share this with you just in case you want to … Tisha is to thank for this question. She asked this a while back. Let me share this automation with you. I’m putting it into the chat now. Double opt-in automation. There it is. It’s in the chat. Yes, [00:59:00] no problem, Ankah. You are very, very welcome. Pamela, the naming convention will probably be out Wednesday. The writer who’s working on that will be back early next week. I’ll review it, and we’ll probably hit publish on Wednesday. Keep an eye out for it. To keep an eye out for it, just hit the learn site, activecampaign.com/learn. You’ll see it appear right here. If not, [00:59:30] you’ll see it right down here. Depends on what we’re publishing.

My apologies again for the six minutes over, but I think it was well worth it. Sandy, are you on? Sandy’s not on. How many people are? Sandy had a question. Let me answer it real quick, everybody, just so I can send this replay to her. She had a follow-up question. I work with Eileen, that I spoke with earlier. [01:00:00] She says, “Should we make people put in their email to watch the video, or just let them go straight to it?” If they’re already in the devotional series prior to, you already have their email. Just give them the link to go straight to it. If they’re new, absolutely have a landing page up to where they can opt-in to get the video, and then send them the email and let them click the link and go to it, all right? Glad I got to answer that, so I can let Sandy know that this has been answered [01:00:30] on this office hours as well.

Carly, you’re very welcome. Yes, please come back. Ankah says I was stuck around the email confirmation. Didn’t know any link could count as a confirmation. That’s cool, isn’t it? ActiveCampaign, the platform does value link clicks. When someone clicks your link in emails, it’s telling us, “Hey, you’re sending valuable content. Hey, this is worthy to be delivered.” [01:01:00] I shouldn’t say ActiveCampaign. Email providers like Gmail, Yahoo, Outlook, all of those. They look at that. They look at link clicks and say, “Oh, okay. You’re clicking this link from this sender? Here, I’ll send some more.” It works whether you’re using the form double opt-in, or you’re using the automation with the double opt-in that way.

Everybody, thank you so much. It’s Friday. I hope this helps you all get a jump start to the weekend, give you some [01:01:30] motivation. The first week of 2018, and I want to thank you all for attending office hours. You make it special for me. Thank you for all the questions. Thank you for hanging in there a little extra. We do it all over again next week, Tuesday at 10:00 AM central, Friday at 1:00 PM central. If you can’t make it, email me your questions. I will answer them just as I did here, and you can catch the replay and go to the specific time in which I answered your question. With that being said, have a great weekend everybody. Be safe. [01:02:00] Automate responsibly. How about that? Automate responsibly my friends, and I will see you next week hopefully. Remember, come back with your questions and updates. I want to hear how things are working and have a lot of you on the podcast, all right? Signing off. Have a great weekend, everybody. I’ll see you next week.