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Office Hours – July 14, 2017

Recording of Office Hours hosted by Chris Davis on July 14, 2017.

Topics covered in this session:

  • Using lists to add contacts to an automation
  • Formatting forms with CSS
  • Hidden fields
  • Webhooks

Transcript

Chris Davis: Yes. Thanks. Katrina, thank you. Man, this microphone just … I don’t know what happened today, everybody. It threw me off a little bit because the volume is … Oh, maybe it’s my computer volume, I got it. All right. So I was going to say I can’t hear myself. So the feedback helps me kind of moderate my voice. Alright. We’re ready. And we’re going to dive into some of the submitted questions here. And I had a few people email [00:00:30] me, so let me jump into my email. Let me not put it on the screen. I learned that last time, because everybody’s public information is displayed. I’ve got some questions via email we’re going to go over, but listen everybody, you don’t have to wait until I finish answering questions via email to post your question. I highly recommend you post your questions because this is very much a dynamic, and interactive, and a lot [00:01:00] of times what happens is in answering one I can jump in between, and answer another one, so feel free to do that. Let me move everything over. And Susan let me see if Susan [inaudible 00:01:13], okay? Thank you, Bill. I finally got things modulated just right.

All right. Susan is not on. So I’m going to answer this for her so when she watches the replay. Here [00:01:30] is Susan’s question, and here’s what I … in a lot of the things regarding ActiveCampaign, your setup is going to be a big indicator. Where did that go? How things are set up are going to be a big indicator of how well things work, okay? So in this sense, I believe, it may be more of a setup question, more over than kind of like a ” [00:02:00] How does this thing work?” Type, and here, and I’ll show you all what I mean. So, this question from Susan where she was wanting to understand this, and how they’re linked to automations. So the first thing is link to automations. They’re not, okay? Lists are not linked to automations by any shape or form. They are totally independent of … automations are totally independent of lists, [00:02:30] and they function as such. So it doesn’t matter what list someone is on. They will still be able to enter an automation unless you determine, you know, on the start trigger like if we go over here, and click on the start trigger, if we say someone subscribes to a list, and we specify the list.

That’s the only way that you can really limit people from another list from entering an automation. Otherwise, if we look at the start triggers, and let’s say we do … a tag is added. As any contact in our database, [00:03:00] if that tag is added to any contact in our database they’re going to enter it regardless of what list they’re on. So lists in the automations, the link is not. It’s not a thing, okay? I’ve heard people talk about linking automations to lists, because of how unsubscribes work at times, but I don’t think that whatever … I shouldn’t say ever, but I don’t think that will be implemented any time soon, [00:03:30] because lists being global, and independent … I mean automations being global and independent of lists, are really what makes the platform so powerful, okay? So, here’s the example. I have to automations, and both are linked to the same list. Now by this I believe the automations are linked by saying they both have a start trigger that say, subscribes to particular list, okay? That’s what I’m just assuming here because there’s no way that two automations [00:04:00] can be linked to the same list, right? They have to have a start trigger.

Oh, I think I’m editing a real automation that’s active. Rule number one, never edit active automations. All right. How about I just start from scratch? Active automations for example purposes. All right. So, I think what she’s saying is we’ve got a list, another list, okay? And I did not … So someone [00:04:30] else did that, and she’s trying to understand how they’re linked up. So, when she adds a contact to the daily daybook list, the system automatically assigns the contact to both automations. So, what I believe is happening, is she’s got one automation that has contacts subscribes to this list, and then she has another automation that says when contact subscribes to list, and when you add a contact, let’s say you know in this window, contacts, let’s just say I [00:05:00] added just one new contact from here. Select organization or whatnot, add the contact, and … there’s custom feels, nice. I add the contact this way, and then I go into the record, we’ll say, and I go down to list, and just start adding them to list.

And if I add them to one list because we’ve got two automations set up as a start trigger [00:05:30] for when they’re added to the list it fires off, then yes they’re going to go into that automation, but it’s not because the automations are linked by lists, it’s because two automations share the same start trigger. So I see where that idea that they’re linked could come. But if you want to see, which automations, which you should be able to see. But let’s just say you did know, which automations you can go to the contact record, and just go down here. [00:06:00] Click on any automation, and this is how many times they’ve entered the automation, the amount completed. Then you can click. You can click View, and then that will tell you exactly how they entered it. So there will be no mystery here. We’ll give you all of the insight that you need to be able to understand exactly how people are being added to the automation. But yeah, my guess is that it’s two lists that use the same start trigger, all right? [00:06:30] Next one I did not get a chance to read this one over, but oh okay, good, great. It’s you, Bill, okay. All right, great.

We’re going to answer this question for you, Bill. This looks like a cool one. Al, I saw that you had your hand raised. I just wanted to make sure that I didn’t miss you, because when I put you on, I think it mixed up the attendee, so Al, let me know if [00:07:00] you still want to add audio control. All right. Okay Bill, this looks like the email alright, great. So I will copy this out that email platform. And like I mentioned, everybody, don’t hesitate to ask your questions, get them in. I’m here for you, for your specific questions. That’s the whole purpose of Office Hour, so don’t be shy, and remember [00:07:30] there’s no stupid question, dumb question, newbie question, advanced question, because every question asked seems to unlock another nugget for everybody. I mean, I walk away from these office hours with ideas to implement just as everybody else, so that’s just a collaborative, and creative nature, and environment that we’re in. All right. Our question for today is, How do I set up a form to make the form white data entry lines … Oh yeah. [00:08:00] The entry line’s wider. I know to center the orange button with this code.

Okay. Do you have any CSS depositories for ActiveCampaign? All right. Let’s look at your form here. I secretly truly enjoy CSS. So what you want to do, Bill, and correct me, if I’m wrong, is you want to make these wider. [00:08:30] Right here these inputs wider. Let me know if that’s correct, and you centered the button. Notice, I centered the orange button with this code, and this is right, this is good. Every now and then, you may have to use the important tag to keep the data. All right, great. So this is actually something I truly enjoy doing every buy. I don’t know what it is about CSS. I think it’s this idea that [00:09:00] this code somewhere else is a just like setting … I don’t know, it’s just that simple instructions make such a big difference online. So, maybe that’s what it is, I get so much bang for my buck. So essentially, you want them to be wider kind of like I’ve done here, right? So let me show you how to do it. Yes [inaudible 00:09:26]. I think you’re right.

I think you hit someone [00:09:30] the nail on the head there. It’s when platforms restrict me, or when just life in general restricts me, it’s just … I don’t know, I kind of tense up so yeah the ability to just do whatever. It’s almost like a little coding command center, whatever I put in this little file, it just goes off, and edits stuff on the page. I feel empowered. All right. Yeah, yeah. The more CSS, and you realize there are certain skills online that really go off a long way. I don’t often recommend [00:10:00] like business owners to get too detailed. You know, like too caught up in the details, because your time is best spent, you know, running your business. But if you’re technically inclined, there are a few things that do serve you well, and CSS really is one of those. Because, it’s not really a language. All right. So anyways. Ooh, look at this. Bill’s [inaudible 00:10:21] still got one of your forms, Bill. So we’ll start from here.

I was testing a hidden field, which was a very interesting finding. I can share that later. So [00:10:30] what we’ll want to do is we’ll go to the CSS inspector, and make sure we’re on a new line, and this is going to be a little tricky, but follow me, okay? I’m going to use the inspector, and I’m going to highlight one field then I’ll go back to the inspector, and highlight the next feel, and the reason being is because I need these classes for each field. All right. Now watch what I do. I’m going to go into one field, and [00:11:00] this is where I’m going to start setting the width, and everything so I can do … padding is 10 pixels. So see how that padding got bigger, and maybe I want to do font size of 18 pixels. So now that’s nice, and fat that’s bigger right. But you’ll see that it only took place on one element. And in fact let [00:11:30] me show you. So this is if you can see on my screen. Let me make this bigger. Everybody, I’m playing with my new toy here. I can write on the screen now. So this right here is this input, right? And then this input deals with this input.

So you see, there’s nothing in here. I’ve got all the code you know, in this input. So [00:12:00] that’s why this one is fatter, right? So I could copy all. You know I could copy this code, and put it down there, but then that’s really bad practice, everybody, for CSS, because elements can share code. So just like we were told when we were younger, sharing is caring. Let’s allow them to share the same code, and keep our style sheet or our coding [00:12:30] at a minimum. Because remember in the back of our head as marketers online, speed is our friend, okay? In real life perhaps speed can get you in trouble as we know, depending on how you use it. But speed is our friend online in marketing, so allowing them to share elements is going to allow them to share CSS code, it’s going to go far away. So to do that, check this out. If I just highlight the entire element from the period all the way to the end, [00:13:00] and I’m going to cut it, and then I can delete these brackets, go to the element under, that has everything that I wanted to have, hit comma, space, and then paste it. And there you go.

Now as you see, I’m element one, and element two, now share the same code, right? And I can [00:13:30] do this for as many elements as I have. So like on yours you have one two three. So you have these three that will share one. And this one will probably be separate if you want it to be like a bit thicker or a bit taller. So it could be on its own line. But yeah these three could definitely … These three right here could definitely [00:14:00] share CSS settings. All right. These three in there, and maybe this one has its own, right? And like I said, it will look exactly like this in there. Yeah. And that’s how you modify some forms. I’ve got two things I [00:14:30] like to show you, really cool things I was playing with, that I want to make sure you have no questions though. And here’s what they are considering. They are considering hidden fields, and web hooks, all right? Yeah you’re very welcome Bill.

So I’ll tell you the one I’m most excited about. And you guys can let me know, which one you want to hear first. I’m most excited about Web books, but I have discovered a functionality of hidden fields that I’ve probably overlooked. I would say I [00:15:00] overlooked that. That is pretty good as well. So maybe a shake of the dice I’ll just … Anybody put comment on which one you want to hear first. And that’s the one I go with. I’m always tinkering around in these applications. Everybody listen, I listen to as much of your stuff as possible. All right, someone’s got it. What did they say? Oh, hey Shantelle. All right. You got a question. [00:15:30] How do I segment a list using tags rather than custom fields? Okay. It’s for an e-commerce store. I tried to set up a custom field that asks the total number of times the customer has made an order, but it’s not syncing properly. I can sync the list using a Shopify tag though. Okay. I start with hidden fields after this. Sorry. I can segment the list using tags. [00:16:00] Oh segment the list using a Shopify tag. All right. Let me know if I’m saying your name right, too.

All right. So. What you’re looking to do Shantelle … okay. Use tags rather than [inaudible 00:16:20] because you’re using Shopify, and it sounds like you’re using our deep data integration. So whenever a purchase is made, let me show, everybody, so we can [00:16:30] all follow along here. I don’t want to do anything live. Oh my goodness. Let’s do this.

Just like Bob, it will be okay? Okay, great. Just like Bob. Got it. Where was I? Ah here we go. So in automations, this is, and [00:17:00] correct me if I’m wrong Shantelle, because I believe I know exactly what you’re talking about, and you get an animation named after you. All right. We’re going to do … where is it? Makes a purchase. I believe you’re using this, right? Makes a purchase. If you’re starting an integration, but the Shopify integration by default we’ll just add the Shopify tagged to every contact record. So, I just wanted to show this. Select this. I want this one set up a ecommerce. [00:17:30] But if you have Shopify. Yeah. I don’t have any.

Okay, that’s perfectly fine. Just wanted to kind of show that, and name something after you actually. Shantelle shop. So what will happen in that case then? Do I have any commerce data? Mainly my good old twin brother Phil, may have, because I want to show you [00:18:00] all what it looks like on a contact record. This is not the account that I have ecommerce data in. Okay that’s fine. But essentially what will … I really want to show this though. Bear with me one second. I believe, I have a tag in here, and if I do, it’s because it was applied to this. Okay so six [00:18:30] contacts has the ecommerce tag. Shopify works the same way. Katrina, do you? In honor of Katrina. All right, if I minimize this. There we go, okay. Here we go Shantelle, so yours looks similar to this. It says ecommerce. And then it has for each contact record, it has the total revenue that they spent on the total orders, and the total products. And then from there, [00:19:00] it will have each order kind of listed out in their own dropdown segment. Oh, great. I got it just right.

And if you click that it will expand it, and what you’re saying, is there a way, because right now it’s all custom fields. There’s a custom field called products. It doesn’t quite look that nice. I wish it did. Yeah. I mean this [00:19:30] is a very … you know, this is a demo. So no real data in here yet. I’m sure you’ve got a whole lot of action going on everywhere else, but essentially, this is a custom field that you like to segment on, I believe. Yeah because you would you rather use tags right like it will be nice, and then just correct me if I’m wrong, if you know like let’s say depending on the product that they purchased you could [00:20:00] add a tag based on that product, right? And then you can do segment at the tag level instead of the actual custom field products level. Is that what you’re going for? I’m thinking … Okay, okay.

So go ahead let me know. I’m thinking that and you know, if you want me to give you audio control, I can do that as well. But feel free to continue to type it. [00:20:30] Let me see, okay? Using how did I say, [inaudible 00:20:34] using tags rather than custom fields, it’s for ecommerce store. I’m trying to set up custom field that adds the total number of times the customer has made an order, but it’s not syncing properly, okay. Oh, and let me add one thing too. The total orders, you won’t be able to create a custom field for that. It’s automatically generated for you right here. [00:21:00] So total orders is part of our ecommerce. This entire tab actually, this ecommerce tab here is something that only shows once you have the data integrated. And all of these fields here that you see, they’re auto generated by our deep data, and you can delete them, and you can edit them, so if you want to do … okay. All right. There we go. So are our [00:21:30] total orders isn’t pulling in data. Okay, so people who have purchased something, still have total order sets in nothing. All right. So that is definitely a concern.

Shantelle is saying this. No total orders. That’s definitely an issue for one. And then, so I can’t segment by total order because the data is incorrect. Absolutely, you’re correct. So I’m trying to segment by the Shopify integration tag instead, all right. Well, [00:22:00] first, and foremost please submit a support ticket, because that is not anticipated. That’s not anticipated performance. Your total order should be syncing. Okay, so that is an issue on our end. So make sure you get a ticket in, so that we can get that taken care of for you. But in the meantime if you wanted to go back here, and let’s just delete that, [00:22:30] makes a purchase. Now this can run every time with Shopify purchased in made, right? Runs multiple times. No you know, I don’t want to do that. I want to do this. Tag is added. Yeah no problem. And I’ll do. There it is. That’s the one I wanted. Ecommerce customer, and every time the tag is applied, we want this automation to run. So now we’re in the game of doing some dynamic [00:23:00] segmentation. Every time the ecommerce tag is added or the Shopify customer tag is added. And essentially we’re saying every time someone makes a purchase, this automation is going to fire off. Now as long as we have like product data … for instance watch this. I could …

Well the thing is, you really need total order numbers because it’s not like you can do addition in this automation. But they’ll fix that, as soon as you submit a support ticket, the engineers [00:23:30] will look at that, and take a peek. But you can also do stuff like this right? Contact, oops sorry. I wanted to do conditions on workflow if else, right? And I can do custom fields, and I should see ecommerce. Maybe I did this wrong, go back, ecommerce. Here we go. Look at that. I can now segment on all of these, so when the data is in there, you’ll be able to use it. But I could do last product name [00:24:00] right there, and then I could say is a CD? And then if the name is a CD, I could tag them or do something else. If not, I can look for another condition you know, and say ecommerce less product name. Disc. Not saying you sell CDs, and disks as if they’re different, but yes. And then if you do this, when you can [00:24:30] tag it in. Let me just complete it. Disk buyer, and then here I’ve got a tag, CD-buyer.

So this type of sorting or branching functionality will allow you to segment by tags based on what they purchased, [00:25:00] and then you can always, once the data is in there as well, once the sync is fixed, you’ll be able to use a condition here, that does look for the total products purchase, the total products, or total revenue, or total orders. So maybe, you have something running, let’s do that. Total orders is 10. [00:25:30] And if they’ve had 10 orders, we’ll change this to the IP status, right? And if not, we’ll just do this in this automation. Simple. This is a simple, but very powerful automation, because essentially now I’m looking at every time the WooCommerce customer tag is added, which means every time a purchase is [00:26:00] made. So I could use this tag, or honestly this does the same thing, makes a purchase. Right here. Once. Multiple times. Okay this does the same thing, okay? So we really don’t need the tag. I used the tag because that was first before we had this event.

So now every time someone makes a purchase is going to look, and say hey the total order orders equal ten of not now? And [00:26:30] they’re just keep buying, they’re buying, they’re buying, they’re buying, then at some point they’ve had 10 orders, and they get the VIP status tag, and then maybe you want to continue, you know send them and email, and say hey welcome to the VIP status, you know X Y Z. So that’s how that would work, Shantelle, so yeah. Don’t hesitate. Get that support ticket, and because this is the type of functionality you really want to use for your ecommerce store to keep your contacts automatically segmented right, [00:27:00] so that you can keep your database most updated with the most recent actions. Yes, and you are very welcome. I’m just going to mark these as answered for my own sanity, and maybe digital OCD. So if there’s a box to be checked, I must check it. Sorry, everybody.

All right. Good. Alright, so I’ve said hidden fields. All right so let me talk about hidden fields for a second. I have to raise [00:27:30] my hand, and say, I did not fully understand hidden fields, everybody. I thought hidden fields were not only … let me go to bills, but hidden fields, just how they display here like this is a hidden field, I thought they did the same on a contact record, right? So it’s just kind of like, well it’s an invisible field that maybe only admins can see in some weird way or whatnot. I just didn’t really think it through. But, and I’m going [00:28:00] to be creating some documentation on this for you all. But essentially a hidden field is a field that is … Oh, I have an opportunity to use this. I’ve got it. I’ve got toys today, everybody. So I have got toys, so you guys are just going to have to watch me play today. All right. So, for the sake of hidden fields, let me just do it with green, and we’ll say ‘hidden [00:28:30] field functionality’, okay?

What happens is if you can see this line … that was aver creative line. But if you see this line, and that was even worse. There we go. If you see this line, and essentially what we can say is where is it? This is ActiveCampaign right here. And this one is the [00:29:00] world. A hidden field is visible. You see here, it’s visible here. And it’s invisible here, okay? And the only way it can be populated is through [inaudible 00:29:23] or URL [00:29:30] parameter. And what that means is that you’ve got some website. Dot com, forward slash, question mark, and will say, that tag equals value, okay, where tag is the personalization tag of the field, okay? And by personalization tag, I mean this hidden field [00:30:00] is called download URL, so watch this. Just follow me everybody. Forms and manage fields. All right. This is the personalization tag right here. These are personalization tags. So essentially, when I say tags, these are it, and you can put these in emails, okay? So [00:30:30] for Bob’s or Bill’s. I’m sorry, Bill. For Bill, let me clear that up, for Bill is download URL. So let me go in, and find my download URL. Did I miss it? There it is, right here.

So, my personalization tag is download_URL. So back here this tag [00:31:00] would then be … you know, this tag would resolve to download_URL. And then it would equal whatever value I wanted to place in there. So for now I’ll just say hi, okay? So if I do that exact thing, let’s see this live in action. Here’s what a hidden field will do. Integrate [00:31:30] for the link, put it up. All right. So, and let me show you how to do it. You’ll inspect it. This is again, a little technical, but I just want to show you all that this stuff really works. Now I’m showing you. And you see here, it’s kind of small. I don’t know it … All right, there we go. And you’ll see here, that we have where is … the value sidebar. [00:32:00] And it’s download_URL. So how did it get that value? It got that value because right here, when I created the download_URL, if I click at it, you see has a default value of sidebar. So if there is nothing in the URL as a parameter, I’m just going to populate this term, sidebar, so if anything this is my fallback, right? Like by any means necessary, every lead is going to meet this [00:32:30] criteria.

But then there may be a more targeted criteria within it, that is also true. And I will know that more targeted criteria by looking at what’s in the URL. So now you see the value of sidebar. Watch what happens. I do question mark, download, URL, and do ‘hi’, okay?. So I do that, and let me find the hidden fields, [00:33:00] and look at that. So now I’ve got the download_URL, and the value is ‘hi’. So that came from you know right up here me using those parameters, okay? Now with that being said, the whole point of me showing you is, this is the intended purpose of using hidden fields was that you would populate the data using URL [00:33:30] parameters. That’s the entire reason they exist, okay? So to take it a step further, what happens was I was thinking, well can you use that data in an automation. Is that data visible like … Because it’s a hidden field, I just didn’t think that it will be visible, and easily accessed throughout the platform. And to my surprise it was. So if you go, and I think field did this, field does everything. If you go in here. [00:34:00] And that was not the right field. We’re triplets now, because I’ve got three fields.

Well two including me. All right. Well, not including me … anyway. Where’s the download? See this, download_URL is Google.com. So a hidden field will display as a regular field on the contact record, but just remember when it’s facing the world, it’s invisible, and can be populated [00:34:30] with UTMs or you are all parameters right. But in AC, it’s very much visible. Very much visible internal to the platform. You can see it, and you can use it throughout the platform as such, okay? So I don’t know if anybody’s ever made that clarification, but you see download_URL is here, and if I jump into an automation, do I have one running? And if I jump into an [00:35:00] automation, then you’ll see, that that’s a criteria as well. So if I do here, if else, condition, custom fields, you see download_URL is right there, and then I can do some triggering off of that. Yeah, and I never realized that either. So, when I found out, I was like, oh I get it you know that’s how you [00:35:30] use hidden field.

So the key was when you create the hidden field, that’s when you can set a default value, because you can’t set a value anywhere else. And then populating them through the URL parameters. That is the key to hidden fields. So, next let me show you web hooks. This is another thing that you can expect some documentation on, coming up. But we’re going to … to understand this we’re going to need to use Zapier, and this is going to open up [00:36:00] a world of possibilities for you all, okay? And the reason being is because look at all of these apps, right? Let me pose the question to you, what if you could send a contact to any of these apps from within an automation at any point in the automation, okay? Phrase it one more time just so you can start fantasizing about this functionality, and I will turn that fantasy into reality. What if at any [00:36:30] point within an automation you could send that contact to another application? We’re not talking about integration, where you know, you got to share your API key from ActiveCampaigns to [inaudible 00:36:42] or whatnot. Like at any point, you’ve got to ‘if else’, and if they go down a particular branch you can send them to … we’ll say what, HubSpot or BaseCamp, or LinkedIn, or you know anything, right?

More importantly, what if you wanted to register them [00:37:00] for a webinar or a go to a webinar? At some point within the automation, web hooks allow you to do that, but there’s a certain way you have to set them up, okay? So. Let me show you. All right let’s go to makers app, all right? And watch this. What you want to do is right here, you see where it says built-in apps, you want to use web hooks, okay? Something just [00:37:30] happened, really important over here. And before we go, okay … So in your web hook, just watch me. Oh, let me see … [inaudible 00:37:42] that I have. What new? Oh yes. So to draw, Bill, I’m using this app called … This is called a web white board. AWWapp.com. I’ve been trying this out. I’ve been looking for a reason to use it. So I’m going to use this more, and more like [00:38:00] as we start mapping out things you know like flowcharts, and showing you know emails what comes after that, or you know like just processes. I’ll be using this more. So I’m giving it a go ahead, and I’m just using like a Wacom tablet to draw, to do it for the annotations here, like if I want to draw on top of the app, I’ve got this going.

I kind of switch back between them interchangeably, but this is called ink2go. So I N K the number two, [00:38:30] and then G O. So yeah, it allows me to just kind of help guide your eyes when we’re going through all of these processes, because it’s a lot. And like I said, I found myself using my hands a lot. You guys can’t see my hands. So for this one, back to the web hooks, you want to choose a web book by Zapier, and ignore retrieve everybody. Do never use retrieve. Just always go catch. All right? Save and continue. And for here this is optional. [00:39:00] That’s the key. It’s optional. Don’t do anything here, all right? Now they’re giving us a URL we’re going to copy it to the clipboard. Well let me just highlight it. I’m always nervous when things say they copied, let me highlight it, and hit Control-C myself. All right. And then we’ll go back to an automation, and Bill, okay? Make a Zap resume. Zap resume coming right up. I’ll go to new automation. Start from scratch. [00:39:30] And I’ll call this a no start trigger.

And I will call it as you zoom in. All right. The first thing I want to do once someone enter … Well, let’s have a start trigger. I have tags added. Watch this. Register for Zune. Okay runs once, [00:40:00] that’s fine, all right? And then the first thing I want to do is conditions and workflow, and go to web hook, and it’s going to ask me for URL. What is all of that? Oops. It’s going to ask me for a URL, and the URL, that I want to use, I’m going to paste it. It came from Zapier. So, that’s the trick. You got to kind of start it in Zapier, and then go in to ActiveCampaign. And hit save, right? So [00:40:30] now at any point in this automation, it’s going to send off this web hook to Zapier. And what is Zapier going to do with that information? Anything it wants, because it’s going to do all the technical work for us. So we don’t have to worry about oh how do I parse this data, and all those other technical terms that come along with web hooks. It’s looking for contacts. Let me take this active, and put Phil in this.

You’re going to do the same thing. This is how you set up a web hook, so [00:41:00] then you take your test lead here. Actually I can do this, and do edit, and then add to automation, and it was called Bill zoom in, add to automation, apply changes, apply to that contact, okay, go into Phil, and he should Bill zooming 100%, okay? So he’s gone through, and watch this. The web hook [00:41:30] is fired. Now, I go here, and look, Zapier says, we got it. So you sent somebody to us, right? So I’ll say all right, continue. What do I want to do with that person now? So that was the whole part right there, right? You can put a web hook anywhere within the … let me call that somebody so I don’t start keep going back. You can put a web link anywhere within the application, anywhere within an automation, and it will send it to Zapier. That’s how you set that [00:42:00] connection up. The next connection is what will we have Zapier do. So let’s just, I mean look, we can send it to a Google doc, [inaudible 00:42:10] we can enroll them in a teachable course.

Add them to a Trello board, a Zoom registrant, right? So Bill said, make a Zap for Zoom. So I’ll select Zoom, and look at this. I can create a registrant or create a meeting. I can drop the mic right there. [00:42:30] Do you all see the power in that? We can use our automation to help us continue to qualify leads as they flow through. And then at any point say, send them an email telling them, hey let’s set up a meeting. Or you know we’d like to meet. Let’s do a virtual meeting, whatever they do, whatever the required steps are, and then boom the web books sends it off to Zapier, and it creates a meeting or a webinar register. So I’ll do create a webinar registry, and hit save and continue. [00:43:00] It’s my Zoom account, it’s already in here. Now watch this. So I can now select, which webinar. And you see, look at this. A web hook way to webinars I already have that one set up, because I was playing with this. Now here it is. Yes. This is very powerful stuff, man. So now the first name is required, last name required, and email is required.

So what does that mean? Specific [00:43:30] to Zoom you’re going to want to make sure you’re capturing the first, and last name or you’re going to need to use a static variable. But for our sake, look at this, I have the first name. This is all the data, that you just sent, okay? The tags, recent access date, last click date. There’s more, see? Missing choices, retest that one. I can keep clicking this, and it’ll give me more choices, but for the most part, these are going to be all the standard fields you need. All [00:44:00] you really need is the email, okay? That’s all you really need. I want to do exactly what you’re teaching automate zooms. Yes. Great. So now you see that I selected the webinar, now I’m just going to [inaudible 00:44:13] first name goes there. These are this is all the data from Zapier goes here. And then the email is right here.

And do I want to send a confirmation? Absolutely. I want them to get a confirmation that says, you have just been registered for this webinar. So at that point, I’m done. [00:44:30] I am done 100% done. And hit continue. And now what Zapier is saying is Phil Davis at this email we’re going to send. Do you want me to do it? I don’t want you to do it, right? So what I’ll do is, I’ll call this Phil web books, and turn it on, okay? And see it in my dashboard, and [00:45:00] we’re done. We’re done everybody. So watch. Let’s test it. You know let’s test it out. Go to Bill zoom in. And instead of tag, that’s fine, that’s fine. Tag register for Zoom. Let me copy this though. Copy that. And what we’ll do is, we’ll go to … hey, let’s make it, let’s take a full circle here. We’ll go to [00:45:30] Bill’s form, watch this everybody. Just watch. What was I doing? Oh yeah. Forms, and Bill’s, Conrad. I’m learning how to click with this tablet. It gets me … and what I want to do is go here, and add an action, add a tag. I want to add that tag register for Zoom.

So now anytime [00:46:00] somebody fills out this form, that tag is going to be added. Once that tag is added, it’s going to send them into that automation, and that automation is going to register them for Zoom. And like I said, we’ll go full circle. I’m also going to pre-populate this. I could have just hit refresh, I believe. Yeah, let me just paste it this way, and just make sure. So this is the latest form, and I’m going to say download URL [00:46:30] equals ‘hi’, but I want to change that to Conrad.com. That’s fine. All right. So now I’m going to put my name in here’s Connie Bill then C. Davis plus hooks ActiveCampaign. [00:47:00] com. Let us see everybody. All right. Thanks for signing up. I should be in the system. Let’s jump over to the system. And see one subscribed a minute ago, and it’s Connie Bill. It’s just we’re just keeping the application honest here.

And where’s my tags? Register for Zoom, so here’s what’s interesting. Just so you [00:47:30] all know, I just received this email, okay? Hi, Connie Bill, thanks for registering for a web hook way to webinars, blah, blah, blah, blah. So this was the Zoom notification I just received after I filled that form out. It’s almost like I filled out a Zoom form, right? Really cool stuff. Now, let’s go back into the automation, and let’s just [00:48:00] keep everything honest here, and you’ll see that it’s been sent the web hook. So what do we need to test at this time? Let’s two layer test, Bill web books. Let’s go to history. And it says, success. If I click on it, it says the data out was Connie Bill CDavis plus hooks, right? So [inaudible 00:48:25] sent that out. In the data in is all of this.

So [00:48:30] let’s check Zoom. Just to complete a full circle, everybody. So you can see the power in this. I’m so excited to have found this, a web hook way to webinars, three registrants, and I bet you, there I am. See that? It’s like magic, but it’s just really knowing what you’re doing. I would love to say it’s magic, but it’s literally knowing the right steps, [00:49:00] knowing the technology, and understanding the needs, like knowing your strategy to make sure it’s all aligned correctly. All right. So I’ve said, so for instance … let me … I can put this on. I could have taken the box or drop down with a few dates, and times say, yes I want to also attend your next … Oh my gosh, look at this use case everybody. I’ve got to show this. You are absolutely correct. [00:49:30] Right here, look at this. On any form, I could just have a tick box or a drop down with the few dates and times, I said, yes I also want to attend your next webinar, and have the web hook take care of the integration with Zoom. Do you all see that?

So let’s say you had two webinars this month already planned out. You’ve got the events in Zoom already. You’ve got two separate web hooks, because remember in Zapier, [00:50:00] you need a web hook for each event. So you’ve got two. They’re all set up. All you need to do is essentially have a trigger, and what [inaudible 00:50:08] saying is if he has a dropdown, that says, yes I would like to attend this one you know, Yes, or even just a checkbox to say, yes I’d like to attend the next webinar. Then the start trigger for the automation now becomes … you see here. Looks like I broke something. [00:50:30] The start trigger now becomes, look at this, field changes, okay? And I can do that particular field. I’ll just do gender for now changes ever. Changes ever, changes to, and then I can select mail.

So this could be yes, right? I don’t know if I had … I can’t remember what my checkboxes are, but if this was a checkbox, I could say that field changes to that value. The first time the contact is added or updated right, [00:51:00] and hit start. Now when they fill out that form, it’s going to look for, hey did you select, Yes you want to attend the webinar or not? If you select the Yes, it’s going to fire this off, and register them for the webinar. Great use case. And that is exactly something that any and all of us can use right now at this moment. So I found this. I was playing around over the weekend, and was like, wait a minute, this is really powerful, because honestly, I’ve been searching for [00:51:30] a while on a way to integrate with Zoom better with ActiveCampaign. So I guess this source from my own pain, I was like I want to use Zoom. You know, I use Zoom here at ActiveCampaign. I was like, look, I would recommend everybody use Zoom. But in order to do that, I needed a way to get people from ActiveCampaign to Zoom, and I didn’t like this everybody.

Here’s what I didn’t like about doing it this way. This is how I [00:52:00] was doing it before. Check this out. Look what I’m forced to do. First off, I have to add them to a list, right? So the list that I’m choosing here has to match the list at the form in ActiveCampaign it’s linked up to. So that’s one error of human interaction that can fail us. And then, look at my trigger. I can only trigger when a new contract is added or updated, but look, it’s for this entire list. So, [00:52:30] if somebody is on this list, and their information is updated, they can be registered for the webinar, because it doesn’t specify the action. It just says, triggers when a new contact is added or existing contact details are updated. This is going to trigger, and then create a registry. I don’t want that. I need more control. So that’s when I thought of the web hook version, and I don’t know if many people even know about this. Because most people are looking for, [00:53:00] oh I need that app to integrate with the next app. No, uses a web hook from ActiveCampaign, do it into Zapier. Now you can put that information in any application that Zapier integrates with. I mean, I just opened up a world of possibilities. Zoom is just one, right?

But a lot of people are looking for this type of match, ActiveCampaign to Zoom. I feel like this was a weak implementation. Just to be honest felt, it like it was weak, because for every new event, I would have to create a new list. [00:53:30] You know what I’m saying? Like I would have to do that. Now I don’t want to do that. I wanted to create a new list for every event, to me that’s crazy. All right Katrina. So using web hooks as a way to work around when there isn’t any idea integrated using Zapier. Yes, Katrina 100% yes. This is exactly the work around. And I just … the thing is everybody, you’re in the know now, people don’t know you can do this. You [00:54:00] know, it’s there. You saw it. It wasn’t like it was hidden. It wasn’t a hidden feature. But again, if you’re not a heavy user of marketing technology for the sake of actually accomplishing something, then things like this just go unseen. You know, how many times have you probably seen this icon, and just didn’t know what it was, didn’t know what it did, right?

I need to get more comfortable. Yeah. And really how much need to rely on web hooks. But what I can see a great power in them, yeah. Katrina, I don’t use them [00:54:30] all the time. I maybe use it once or twice, here and there. But web hooks can be … they’re just that ace, right, at any time, it’s just good to have it, right? And anyone here can use this, probably even on a free account … You know what, I believe you’re right. I believe even free accounts have the Zapier, because it’s nothing special. Right, it’s part of their own stuff. So I’ve used their email parsable form, an that works in some instances too. But, yeah absolutely. [00:55:00] So I could show you all that email parser, but like I said, nothing. Listen everybody, [inaudible 00:55:06] nothing can replace execution for the sake of a measured result, okay? Blind execution just doing stuff, and really having no means of measuring it or having no matter tied to it. That does not facilitate understanding, thus it doesn’t help you get better. [00:55:30] All of the stuff that I’m showing you is because in this field an ActiveCampaign in my previous starter experience. There were many solutions that had to be solved at a very fast rate.

So it forced me to adapt the technology, learn it, and really figure it out. So, and I’ve learned, that it’s one of the most valuable things you can do. So hopefully, this is another trick in your tool belt for you to be able … So when you do get … Katrina, when you get that client and they’re asking for something, you’re like, wait a minute [00:56:00] how am I going to get the data over? No worries now, right? No worries now. It’s a simple probably a little invoice to them to get them a Zapier account if they don’t have one, or put it in your account if you want to. And now you can just send these contacts anywhere.

Thank you. Yes. Brilliant indeed. Yes so there’s postcard applications, everybody. I’m just throwing some stuff out there. There’s postcard applications [00:56:30] that integrate with Zapier. So you mean to tell me, now if I swing in Shantelle’s … we can complete this thing full circle really. If I go back to Shantelle’s example, where after 10 purchases she wanted to … they wanted to, she or he, Shantelle could go either way, so I don’t want to disrespect the name, they wanted to … oh what happened?

Maybe, [00:57:00] maybe I just. But anyways, remember we did this. I’m going to go over, but I think it’s worth it because I want to show you. Ecommerce, total products. No total products greater than nine, right? If it’s greater than nine, what can I do? I can send off a web hook. Oops I need some URL. Http:// [00:57:30] webhook.com, okay? I can fire this web hook off, and now it’s in Zapier, right? I can do whatever I want to, so I can send them a postcard, that says thank you for, like I remember I had that says VIP status? Why not send them a postcard that says, you have now accessed VIP status. This is a different … [00:58:00] This is marketing automation, but the approach that we’re taking … You can’t tell, I’m very excited right now. Things that get me excited are the hybrid approach to marketing. If you’re not matching real world marketing with digital marketing, and they’re not operating in sync with each other, listen, you’ve got a long way to go. I’ll just put it like that. You know, I am so against people, who want to do everything [00:58:30] online, because this simple … a postcard is going to cost you $2.

Now just imagine if you’ve got a high ticket program, or you’ve got services that you render. What does it cost you to set up a web hook when someone purchases are in rows, and it sends out a thank you. Glad to have you on board. Can you imagine the retention, right? And then maybe 30 days later, if you’ve got a 30 day money-back guarantee, maybe at day 25 [00:59:00] you send them a coupon. But it’s a postcard, still. Listen, that type of marketing you heard it here first is the most dominant form of marketing, that is and will be. Yes if Bill says, in real estate postcards still work very well. Absolutely. And there’s platforms that do handwritten postcards for you. So they look very personal. They look like somebody wrote them. [00:59:30] So, yes Katrina, doesn’t even have to be a marketing purpose, just business process … Yes, absolutely. I agree, sales balancing, human interaction with automation is the future for small business creating outstanding … Yes. Big yes. Oh yeah, I know what you meant, Bill. But yes. How do you balance the two? Now, just imagine before these Office Hours, that may have been further away, [01:00:00] right?

It may have been further away a bit. Man, I wish I could send this postcard or maybe, since you didn’t know it was a possibility, you never even thought about it. But now how many applications does a postcard have in your business? It’s crazy. It really is, so I love it, and a lot of these postcard applications, and other applications, they can take in personalization tags, so you can most definitely have their name in there. You can [01:00:30] have the last product they purchased. And I just want to tell, thank you so much for your last purchase of … you can make the postcard personal. This is just another form of personalized messaging. It’s not limited to email, and that is the true power of a platform like ActiveCampaign. The whole goal of every personalized feature we have in there is for it to be applicable across any, and all messaging that you send out. So you have [01:01:00] Facebook, YouTube, postcards, and landing pages, there you go, Bill. It’s a strong combo right there.

So, wow, this was a great one, this was a really good one. I hope you all enjoyed it, a way to end the week, right? We ended the week with a bang. And this weekend, you know what? I’m almost certain that you all are going to be eating, sleeping, watching a movie, something, and you’re going to get the idea out of nowhere. [01:01:30] If you’re with somebody, they’re going to look at you like, what just happened? You know, what is going to happen. Trust me, because [inaudible 01:01:39] gears are going to be turning. So anyway. Yes you’re welcome, Katrina. She drives her husband crazy all the time. You’re going to get it. You’re going to get that light bulb moment randomly. It’s going to be funny. Thank you all for attending today’s Office Hours. This was [01:02:00] really fun. I enjoyed all the interaction, and the chat, and the questions. I’m going to have to deal with the fact that I’m not going to sleep tonight. [inaudible 01:02:08] What postcard service do you like? You know what?

There’s so many I’m testing like four of them right now, Bill, I think … I can’t remember them off the top of my head. One was called Hand … [01:02:30] Why do I not have any of these, right? I’ll get a list of three at least. There it is. That’s it. There it is. Handwritten. That was one that I was trying to. And then, Katrina said, Sendoutcards, Handwritten and Sendoutcards are the two I’m familiar with. This is what handwritten looks like. You type we write. So this is one that does integrate and I think it’s called Lobster. [01:03:00] So yeah, that one yeah. Actually a podcast episode. I could do a podcast episode on this. That’s a good suggestion. A really good suggestion. So yeah, I’m going to make sure we get some content in fact. One more thing, let me not leave you empty handed. I think Jordan wrote a post on some other ones, so much, hey [01:03:30] look at me. Where is it at? So many blog posts, I should search it, but I don’t want to. I just feel like I could find and that may just be my pride. I don’t want to waste you all’s time. I think, it is this.

Split test, scores, automate, find a way to personalize. [01:04:00] It’s not that, but there’s a blog post, I’ll get that for our next Office Hours to show you. Jordan shares some handwritten applications for postcards as well. So all right. It was good to talk about the tools I work with that, okay? Okay. Great. In fact, if you guys give me two minutes, I promise you I can find this. I don’t [01:04:30] want to leave. We’ve come so far. I don’t want to leave you empty headed. Here it is. Handwritten note. There it is. Thanks [inaudible 01:04:38]. Thank bought, and love are the ones that I know of. So let me give this to you. Definitely try these out. Try those out, and please report back how they are. I’ve gone through, and I set it up I just haven’t set my set myself one, because I want to see what the postcards look like, and [01:05:00] the time. So here’s what I want to do. I want to go in automation, and see the web hook fire off, start the timer, see how long it takes for the postcard to reach me.

Then once I get the postcard, if all looks well, you know, that they’re handwritten, it looks really good. The personalization tags have been merged in, and is high quality, then that’s going to be the one that I’m going with, but I just haven’t got to the point where I tested them all out. So I will do that, if you beat me to it, please report back. I would love to know. [01:05:30] So all right. And oh yeah, the latest. You’re on it. The latest podcast episode does talk about that. You are correct. I record so many of these. This is what Jeff does. Jeff does a really good job with those. So. Yup. Absolutely. So all right everybody. I’m signing off again. Thank you for attending. This has been great. Have [01:06:00] an amazing weekend, and stay safe. Amazing weekend. Stay safe. And I will see you all next week. The next Office Hours is Tuesday at 10:00 am Central. So I’ll see you then. Yeah. Please go over, and listen to the podcast, Bill, and you’re all welcome. I appreciate. I’m honored to have you on so. Thank you so much, and I’ll see you next week.