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Office Hours – July 21, 2017

Recording of Office Hours hosted by Chris Davis on July 21, 2017.

Transcript

Chris Davis : Here we go. So we’ll jump into the questions. I don’t have via email, so we’ll work through the chat and how it works, everybody, if this is your first time … Hey, Susan, I didn’t see you. Okay, hey, Susan, good to have you. What you’ll do is you can ask a question at any time. And I’m glad I said Susan’s name because Susan asked what could have been thought of a basic question like, “Oh, how do you just sent [00:00:30] an email everyday through an automation?” And as we work through it, we found so many other things that needed to be factored in, and I say that to say I want you all to let yourselves off the hook right now of trying to have it all figured out or ask the best question because there are so many little bit of details when it comes to executing and actually, building out automations that you just never know [00:01:00] what doors are based a “basic question,” or answer to what doors were open to deeper understanding. So, I truly invite any and all questions on this hour slot.

In fact, this is one of the only places you’d be able to get this form of engagement. Not just from ActiveCampaign, just across the landscape of marketing automation platforms. So please, use it to your advantage, this is your advantage. [00:01:30] All right, so let start. Bill, I saw you had some in here. All right. Okay. And from this one, I’m working in the chat. You know what, I’ll still put it on the screen because I remember people watch these replays and I don’t want them to be like what is he talking about, where is he reading from. I will move this. This has become like our standard set up, right?

All right. I’m going to [00:02:00] just grab all three of your questions, Bill, and drop them in here.

Female: [inaudible 00:02:07]

Chris Davis: Bill does podcasting. Wife does real estate I believe, right, Bill? All right, here they go. Okay, got it right. All right. They’re coming in. Okay, so let’s start from the top. What do you use to set up the one on one training and how does it integrate with ActiveCampaign?
Our one on one training, we use [00:02:30] this platform, everybody, on this called Calendly and what we really like about it is … Here, I’ll show you mine, maybe. What we like about it here is that … Look at this, [vent 00:02:52] types. You can have … Oh, they changed a little bit, but you can have multiple event types. So, depending on [00:03:00] how you’re engaging with your audience, you could have one like I have one from internally foreshadowing a podcast, 15-minute meeting, things of that nature. And Bill, how we’re integrating these through Zapier? Or a Zapier, I don’t know. At their foot, they said that Zapier … it says makes you happy so it makes me think that it’s Zapier because Zapier and happier rhyme. So, for whatever reason, sometimes, I wrote to Zapier, so, whatever.

[00:03:30] All right, so look at this. Where is my Calendly? Actually, I don’t have any … Oh, they’re in the main account, which I cannot show you the main account but I will show you how I had this set up. I had one set up when someone registered or filled out the form to schedule on my Calendly. It tagged them in ActiveCampaign and based on that tag, it triggered automation. Okay. So, [00:04:00] that’s how we have it set up. I’ll make sure … Oh, yeah, yeah, yeah. We just picked a word, left. Okay, yup, let me make sure I got everybody. All right, cool. Oh, Keeshia, I got yours too. All right, got it. Yes, yes, yes. Keeshia, this is to … Yeah, well, we have one on ones here. I believe this is what [00:04:30] you’re talking about, Bill. We have one on ones right here, you can schedule your one on one.

So when you do this, well, of course, you got to be logged in. When you do that, it’s an internal process that goes and signed you to somebody and that process is what Bill’s referring to, that’s how we schedule our one on one, this Calendly and Zapier. So, all right. We got some action go … Oh, I love it. Today is going to be good. I feel it already. All right. What would you [00:05:00] call ActiveCampaigns website and informational sales page? You know what, good question. You know like, okay, so the homepage, if we break a website down, for most smaller business owners, depending on your marketing strategy, your homepage is not going to be the first page that people visit, okay?

Now, given that our brand has grown tremendously over the years and has [00:05:30] really picked up some momentum and it’s becoming more of a small business household name, people are searching for ActiveCampaign.com or they’re doing this, Bill. They’re just searching ActiveCampaign and letting Google tell, see? And then, they’ll click this. So, this is one of the reason why you should always buy AdWords for your own domain so that when people search for your name, they find you. Because believe it or not, other [00:06:00] competitors will take ads for your name.

So, if I type in ActiveCampaign and I wasn’t paying for this spot, somebody else could essentially steal my traffic. So, with that being said, right, I bring that up to, say, since people are going to be coming here, it is very much like a landing page because we’ve got our opt in nice and high, okay? Since this is a page that’s somebody is going to visit frequently and our Google Analytics backs that up. And then, we go into some features. [00:06:30] It’s less of a sales page because we’re not necessarily asking for anything at this point except for you to try it for free.

So, I would say this is like a product-based landing page or it’s a bit of informational … It is not really that information, this is more of equipping you with everything you need to know to make a decision. So, the homepage is very much a landing page. Now, when we [00:07:00] go throughout the platform, these are very much informational pages. So, the only reason I veer away from calling them sales pages is just because we literally are not asking for any money. So it’s information, free trial and then, later, we’ll get the sale. For a regular website, for some of the more smaller businesses, the homepage is not as important. Bill, I’m coming to you now. [00:07:30] Bill. Bill has his hand raised and let me unmute you. Bill, how’s it going?

Bill: I think my video’s on too. I just want to check my voice real fast. I don’t want to bother you.

Chris Davis: Okay.

Bill: You do a great presentation. Can you hear me okay?

Chris Davis : I can hear you great.

Bill: Hey, I want to thank you for all you do to … and answering these questions because ActiveCampaign alone as a tool is amazing, but without everything else hooked in, it won’t work, right?

Chris Davis: Absolutely. Absolutely.

Bill: [00:08:00] My main business is real estate to make money and its world is changing so fast like the email is not as critical anymore. It’s like AdWords, it’s that Facebook, YouTube.

Chris Davis: Wow.

Bill: [inaudible 00:08:13] that drives people to open houses which I didn’t believe in, now, I got to figure out how to use all these tool and make it work. Also, FYI …

Chris Davis: Wow.

Bill: … your podcast, because of ActiveCampaign, is starting to get subscriptions so it’s kind of cool.

Chris Davis : Yeah.

Bill: So, I’ll get off now. I just wanted to test it.

Chris Davis: Great. I think he’s given …

Bill: I just want to thank. I’ll [00:08:30] get back up. How do I hang up here?

Chris Davis: That’s fine. I can move you but thank you.

Bill: Real fast, before I leave, I do want to ask one last question.

Chris Davis: Mm-hmm.

Bill: I asked these three questions. I really thank you for going through this website because you guys are probably pressed if I can do what you’re doing in real estate, then, it would work.

Chris Davis: Absolutely.

Bill: You know, [inaudible 00:08:44] thing like that. So, I asked for the next web, for next time you come up, just think about this, what are the best landing pages that use ActiveCampaign that you think could get good effects?

Chris Davis: Okay, so, from our customers, [00:09:00] some of our customers’ landing pages?

Bill: Yeah, from your customers. Yeah, for next time.

Chris Davis: Okay. All right. Great.

Bill: As I say, Monday-Tuesday, right, Tuesday?

Chris Davis: Yeah, Tuesday. That’d give me some time to ask the support team and list together for you.

Bill: Hey, thanks. And I appreciate everything you guys do with ActiveCampaign.

Chris Davis: Oh, you’re very welcome.

Bill: I appreciate it very much.

Chris Davis: Thank you.

Bill: Thank you.

Chris Davis: Thank you, Bill. You sound great. I really appreciate that. All right. Bill, that was great. That was really great. There we go. All right. So, [00:09:30] let me keep going. Imran, I see yours too. Yup, we checked your voice. All right, Bill have one more. So, Imran, just so you … to all panelists. Oh, I see what you mean. Imran, I’m sorry. Let me put those questions there. And I got you there, Imran. And then, here is another one. It’s a quick question. How do you set up a broadcast [00:10:00] email to a list. Really good question. This is probably one of the most important questions, Imran. I’m posting this question in there for you as well.

This is probably one of the most important questions because it can … Can’t see your screen. Oh, no. What happened? Yeah, it did. Look at that, my screen did stop. You all keep me honest here. There [00:10:30] we go. It should be back. I don’t have my green box. What is happening here. Here, let me do something. Let me share that screen. All right. And then, let me … Now, you’re probably seeing the wrong screen. And I’ll go back to the screen, share.

All right. Let me know [00:11:00] if you can see my screen now. It should be the website. Great. Thank you, Keeshia. Thank you. I can see you’re pointing to the [end 00:11:11] screen. Oh, perfect. All right. Great. So, when it comes to setting up an email … This is the foundation of starting to send messaging from ActiveCampaign. To do that, in your campaigns, here’s the way that we recommend [00:11:30] you do it, everybody. I’m going to manage templates … If this is your first time setting up your account, it takes some time and use one of these templates as a starting point and then, adjust it to your brand, okay? If you’re like, “Look, I don’t want to throw my logo and everything. I just kind of want a straightforward email,” then, I would … Excuse me … recommend going to the last page and using this one, this personal email. Because at this point, you can remove this blue bar, update the picture, [00:12:00] your name and it’s a nice like personal-looking email. But I always like to recommend to set the template first because it will go a long way.

And then, when you’re going to send one like let’s do John test, when you’re going to send a campaign, a broadcast email, you’re essentially going to send a campaign. You’re going to give it a name, this is the internal name. So like standard, you’ll go to next and here [00:12:30] is the most important screen of all. You need to select which list or lists, plural, that your contacts are on. Okay? Some of you may subscribe to the popular teaching of a master list where you have one list and then, using segments within that list or a lot of you can have multiple list and if you’re using multiple list, I recommend that you use the best practice of separate businesses per list, [00:13:00] that’s one best practice. And the second best practice is different message types, okay?

So for instance, clothing. You can argue men’s clothing and women clothing aren’t that different, right? They’re both in the category of clothing. So, I don’t necessarily think that you need a separate list for that. However, if you sold clothing and drinks, right, in your store or in your storefront, [00:13:30] the messaging to sell clothing is so drastically different than selling drinks. That definitely would fit into the category of creating another list because that message type is so different. But if they’re similar in any way, then, I always recommend using tags and custom fields. So maybe, you have a list for clothing or your e-commerce store, whatever the name is, and then, within there, you a custom field that says gender, male or Female.

[00:14:00] Now, based on them being on your clothing list, you know that they’re interested in clothing and then, based on their custom field, male or Female, you know what type of messaging to send them. So, those are kind of like the layers of that. But anyways, for this seg … let’s just say I want to send it to everybody whose purchased product C and I can get even finer with my targeting it and by selecting a segment. So, the list is like the broadest. If you think of just kind of like a fishnet, you’re just casting it nice and [00:14:30] wide, trying to collect as many fish as possible and then, down here, when we get to segment, it’s like an individual rod, right? Throwing the rod out, trying to get a specific fish like, “Oh, I just saw a catfish.” So you’re going for the catfish. So you’re being very targeted towards one fish instead of casting a wide net like a list. The list is casting the wide net, the segment is going for that individual fish, very targeted.

So anyways, once we have that selected, I don’t want to select a segment, [00:15:00] you hit next. And here’s why I told you, you ought to create a template because what you didn’t see is the design would have taken me to the template library and from there, I get to select the template that I created and then, all I have to do is update, update the texts and everything. And then, the campaign summary, you’re essentially ready to send. But that’s how you would send a broadcast email to a list and/or a segment [00:15:30] within a list.

So, then, we keep going. Keeshia, Chris, where we left off last webinar, pause and resume. All right. Let me put this one on the screen, and let me answer Keeshia’s real quick because Imran, we’re going to build out something really interesting for that one. Where is it? Keeshia, where was yours? All right, there [00:16:00] it is. Yeah, Bill, you said by ours from our own domain site, it really is. Especially if you’re doing a lot of PR, right? Like if you’re getting a lot of exposure … Let me put this in here. This is what Bill was talking about here. Just let’s think about this, everybody. Everybody expects to grow but we often take into account what’s required of us when we do [00:16:30] grow, right? So, let’s say … Keeshia, I’m going to use you and Bill, I’m going to use your example.

So, Bill is in real estate, let’s say Keeshia is the one that is getting into real estate as well, right, and maybe Bill has been mentoring Keeshia and Keeshia has really catching some [stain 00:16:48] and she’s building momentum, she’s on local radio, she’s got some local TV ads and then, all of a sudden, she’s got national TV spot, right? Now, at this point, Keeshia [00:17:00] has a brand that’s like … Well, maybe she’s calling it herself like Mortgage Martin or something like, right, for Keeshia Martin like Mortgage Martin, and people are hearing it, and they go to Google and they’re like, “Mortgage Martin …” you know like, “Oh my God, Keeshia, the mortgage queen,” things like that nature.

And they’re going to Google to search for you because your brand is growing and becoming more recognizable. Now, the last thing you want to do is [00:17:30] when someone searches for you, let the competitor show up, and that’s what will happen. It’s not necessarily as big of a issue when you’re smaller, but as you grow, people are always looking for, “Hey, I’m selling houses too.” And they’ll type it, they’ll type Keeshia Martin or Mortgage Martin in there. And if you don’t show up, this means that they will be able to buy your branded keyword for like pennies on the dollar [00:18:00] and steal your traffic essentially.

So yeah, it’s one of those things that’s easily overlooked. I’m glad you agree with this, Keeshia. If I [inaudible 00:18:15] by, let me know. I promise you, I’ll stop. So anyways, we have … Keeshia, I had yours. There it is. I want to learn … Ooh, this is a good one. This is a good one. [00:18:30] Watch this. So, this is … Keeshia’s here. All right, I want to learn how to integrate my landing pages in the automations for sending emails or follow up in tracking to increase sales. Beautiful. Beautiful. Oh my God, I can’t tell you all how important this question is.

So, Keeshia, let me show you how I have one of my … Well, in fact, maybe, I can answer your question [00:19:00] even more specific. What landing page platform are you using? If you are … If you’re using your website and you built them, that’s fine but if you’re using a specific tool or software, let me know, because I may have access to that specific tool and we could do like a real hands-on. I am marketing manager … Oh my goodness, Keeshia. Oh, Bill. Yes, Bill. Now, how do I [00:19:30] have Beaver Builder on … I do. I’m using one from iGloo to do affiliates with … I’m not familiar with iGloo.

Of course, the cooler … Well, here we go again. So, I typed in iGloo and of course, Igloo coolers are dominating so if I do iGloo landing page … and I don’t know who iGloo is but look at this. Lead Pages has [00:20:00] bought a ad, Wicks has bought a ad for Igloo. I think it’s because the term landing page is in there. It’s iGloo app. Does this not prove my point? I was just trying to give you all a real life example, but this is even better. Look, I typed in Igloo landing page and before I could even get there, how many of the competitors are there first? One, two, three, [00:20:30] four before I get to iglooapp.com. So, the proof is in the pudding, right?

So, they may not even be aware of this, but now that I went and tried to find them, who knows how distracted I got for a free 14 days or a stunning landing page or industry best practice landing page, right? So yeah, yeah. Keeshia [00:21:00] says they’re new. So they definitely have a lot to learn and hopefully, they learn it quickly because they’re in a competitive space, landing pages are very competitive. So anyways, let me just look at this really quick. Oh, okay. I was wondering what that sound was. One of the things you’re looking for is do they integrate directly. Okay, so they integrate with [00:21:30] ActiveCampaign. Most of the time, these platforms are going to integrate at the list level and hopefully, be able to add a tag, hopefully, if they’re really good, they’ll be able to add a tag. So, can they do list untag or just list, Keeshia.

Keeshia: [inaudible 00:21:48]

Chris Davis: Okay, I believe. All right, great. So here’s what I will recommend. If they can do a tag, the tags get kind of tricky because somebody has to be on the [00:22:00] list. I’m going to show you the foolproof way to do this. So, you have your integration with iGloo and it’s integrated with ActiveCampaign. And in there, you want to … When someone fills out the landing page, it’s going to add a specific tag for that landing page, and that is going to be your start to your automation is when that tag is present, okay?

So, [00:22:30] here’s how I will recommend doing it, Keeshia, and this is why I love these type of question because it seemed straightforward but there’s a lot to think about. So, we’re going to use … Okay, so she checked, it’s list only. That’s fine. So that’s a little different, actually, in essence, ooh, should I go to my handy-dandy white board here and see if it works. Oops. Hold on, I think [00:23:00] I froze my application. Try that. Yes, I think it’s going to work, everybody.

So, in that sense, here’s what I recommend doing. It just works better this way, Keeshia, okay? So, you’re going to have like one list. This is list A and what we’ll say is this is your …

Keeshia: Okay, perfect.

Chris Davis: … landing …

Keeshia: Yeah. Okay. So, [inaudible 00:23:30], is it going to be [inaudible 00:23:32].

Chris Davis: … [00:23:30] page …

Keeshia: So this is [inaudible 00:23:34]

Chris Davis: … entries. Okay? So, all of your leads are going to fill out this form, okay, and they’ll be … and then, you fill out the form on your landing page and get on this list. So, maybe we want to … You know, like if we had … if this box was your landing page, right? Okay, [00:24:00] so landing page. So, they’re going to fill out the form on the landing page and be added to your list. So, what I would do is at this point, what I would do is wait …

Keeshia: [inaudible 00:24:13]

Chris Davis: … and what we’re waiting for is engagement. Okay? So, they filled out the form, I mean they filled out the landing page and they’re on this list. [00:24:30] This list is all unconfirmed. I promise my handwriting is better than this. It looks like a child’s writing. I’m using his this tablet. But anyway, so these are all unconfirmed contacts, and by unconfirmed, I mean they haven’t opened their email, they haven’t clicked the link yet, okay. Because what we want to do is if they have, let’s say [00:25:00] engaged or not, what we’ll do is this. If they’ve engaged, well, let’s stay with green. We’ll go and then, we’ll add them …

Keeshia: Okay.

Chris Davis: … to like your … for the sake of … master list. Just because I don’t know a better term right now, okay? Then we’ll add them to your master list, but we’re using your initial list [00:25:30] as kind of like a gateway to ensure that until you get on my good list, right, so master list/good list, okay, continue to get on my good list, you need to do something. And if not, if you haven’t done anything, then, you’re essentially just going to stay. You’re just going to stay on that list. Okay?

So, this is the best way that I found to use, landing [00:26:00] page platforms that integrate at the list level because remember, everybody, online, it doesn’t matter what platform you’re using. There are bats and spiders and … it sounds scary but these are electronic bats, spiders, and crawlers online that just fill out forms. They just submit information. So, if you don’t have a way to catch those nasty, fake and spam-trapped emails, what you’ll end up doing is [00:26:30] if you don’t have any of these in place, and you start sending to all of these people, the second there on your list, your deliverability is just going to tank.

Yeah. That looks terrible. But anyways, you get what I’m saying. The deliverability is going to tank, why? Because you’re sending emails to addresses that may not exist, that may bounced or just maybe somebody [00:27:00] subscribed with a fake email just to see your thank you page. So you always have to have some means of gating … Let me go back here. You always have to have some means, I guess after I … It just doesn’t … it’s not worth erasing everything. But anyways, you get what I’m saying, you need some way to gate your contacts.

Keeshia: Okay, great. [inaudible 00:27:26]

Chris Davis: A lot of times, this is called double opt in. Okay? [00:27:30] And double opt in allows you say, “Hey, before you proceed, you know, you’ve got to take action.” And it’s a good practice for this exact case, deliverability. You do not want your deliverability to tank in any way just because there’s robots and things filling out your form. So, anyway, so that’s why I like to use this landing … what would we call this list? Let’s call this is [00:28:00] a worker list. So, this is what I would call kind of like a worker/filter list, okay?

So, with a worker/filter list, it’s going to do all the work of cleansing … Ooh, we could call this a washing list … anyways, it’s going to cleanse our list for us and just make sure that these leads that come in are qualified. And by [00:28:30] qualified, we mean they’re real. They’ve opened an email and they’ve done some action. So now, this list down here, we know is nothing but good leads, and that’s the list that we want to start triggering our automation off of, all right?

So, with that being said, let’s go back how it would look in ActiveCampaign. So let’s say the first list … Remember my first list? I’m just going to select sample list, [00:29:00] another list, okay? And here’s what I’m going to do, watch this.

Keeshia: Okay.

Chris Davis: Let’s say I sent an email, right, because they opted in for something, so, delivery and welcome email, okay? You can set up these two automations I’m going to show you because you just set both of these up just like I’m explaining to you here. Bear with me here. Let’s go and … Oh, oh yeah. Yeah, we’re going to the template [00:29:30] locker. All right. Let me just close this up. ActiveCampaign’s going a little slow. Come on, buddy. Come on. You can do it. You can do it. I think I’m on the right network. Yeah, I’m on the right network.
Let me see it. I may just be my app. It doesn’t look like it. Looks like everything [00:30:00] else is a little bit … There we go. And I’m just going to hit save and exit from now. All right, so they opted in to this list. Keeshia, they opted in to this first one. All right?

Keeshia: Yeah.

Chris Davis: And then, from there, you give them the email and we can do something like this. We can do wait until and we can say actions. It has opened, [00:30:30] the delivery and welcome or actions has clicked on any link in any campaign. Essentially, we’re saying, “Hey, look, you’ve done something.” Okay? And until you’ve done something, you’re going to stay here. You cannot proceed. That’s what this looks like, this wait until engagement. [00:31:00] That’s what that looks like. So, you’re going to wait here, you’re going to wait here until you engage and those terms are up to you.

And then, after they engaged, what are we going to do? We’re going to go here and subscribe them to our good list. So, my good list … I don’t know. I’ll use general … I just use that for my good list. So now, I’m going to move you to my other list, all right? So, this simple [00:31:30] automation is going to do all of your cleansing like, “Hey, wait a minute. You can’t move, you can’t proceed until you do something. I need to know that you’re a good contact before I put you on my good list,” all right? So that’s automation one. Automation two, now, remember, this list is the one that’s on your landing page through iGloo. Secondly, we’re going to have an automation. Let me say … I need to name this. [00:32:00] Keeshia landing page filter. All right, what [inaudible 00:32:07] my … Yeah.

Keeshia: Right.

Chris Davis: Yeah. And then, the second one is going to say when they subscribe to your good list, right? So, when they subscribed to your good list, now, we can start our drip. Where did you ask, and my landing page is … Okay, follow-up, contracting to increase sales. [00:32:30] So now, we can start sending emails. We can put emails in here, wait a day or two, send another email, then, have like, for instance, just fill this out, right? So, intro, email, right? And I’m just going to do two emails because you’ll get the point, because you can have as any many emails as you want to. Like after I intro them, maybe I want to send [00:33:00] them a case study. All right?

You’re just building regular follow up sequence, a email follow up sequence here and perhaps, in between time, what I want to do is make sure that there’s … I gave them a couple of days, right? Because maybe one day is aggressive and at the end, what I can say is that … This is workflows to go … I say purchases. What’s going to happen is I’m going to say the goal [00:33:30] of this is for them to become a customer, okay? So, once they become a customer, I want you to jump to this go, and you need to wait until this condition is met and it’s safe. So, now, this is a standard follow up sequence, right? Somebody subscribes to your good list, they get their first email, wait a couple of days, get the second email.

At any point, if they’re in … Where am I at? Where’s my [goody 00:33:59] … [00:34:00] toggle tool bar. All right, so, they come here and they get this and then, they’re waiting here, right? This is step one, this is step two. Now, while they’re waiting there, if they achieve this goal, they will skip this step and go right down to the goal, right? So it doesn’t matter how many previous steps you have, [00:34:30] the minute they achieve this goal … Excuse me, this goal, they’re going to jump over all of these steps and have this goal and then, they’ll proceed. So like maybe once they become a customer, maybe you want to add them to a different list, right? So you see the movement and the automation is really handling like where the contacts are going for you. So, that is how you would do it though. I hope that [00:35:00] makes sense.

Keeshia: Oh, absolutely. [inaudible 00:35:01] Okay. Yeah.

Chris Davis: Yeah, let me know if you have any follow-up questions for that one. And then, here, Imran, Chris, can we pick up where we left off. Let me just make sure you got it Keeshia. It does helps. Okay, great, great, great. Glad it helped, Keeshia. Chris, can we pick up where we left off last webinar, pause and resume, drip campaign. Yes. Oh, great. Keeshia, big time, you’re welcome. You’re welcome. It sounds like this [00:35:30] is going to be just what you need to continue to move forward, so I’m glad it could be helpful. I’m glad it was helpful. All right. So, Imran, the pause and resume, I can’t remember … Okay. Yeah. And you know what, Keeshia, being confused is actually kind of expected especially when you’re starting with a platform like ActiveCampaign that has so many possibilities, right?

A lot of times, our eyes [00:36:00] get so big and we get so excited about all that we can do and sometimes, we just jump over the base kind of like, “Wait a minute. When someone opts in, how do I see them?” Right? Like what’s the best way, right? Like what’s the best way to follow up with these people. Okay, I got all of these possibility, what’s the best way to start using it. So, yeah, don’t feel bad at all. I’m glad you hopped on actually and got that cleared up because now, you’d be able to make a leap. And then, if you hit another wall, you [00:36:30] can come back and we can work through it, and you make another leap, so glad it helped. All right.

Imran, I remember … what we were doing last time, Imran? We were doing a pause and resume and it was based on … All right, there it is. Here, let me pause this. This is going to be good. Now, I’m already going to tell you … Oh, and Keeshia, when you say for [00:37:00] follow up for tracking to increase sales, this goal was the means of tracking. Because what it will look like is you have people who haven’t achieved this goal, it’ll show as a number.

Keeshia: Yeah.

Chris Davis: It’ll pause as a number like here. So to show like 106. It’s really hard to read. Need to … Oh my goodness, what’s going on?

Keeshia: Okay, [00:37:30] yeah.

Chris Davis: Going to be like this. Right next to it, it’ll show like 106 or something like that, right? So you know how many people have not achieved the goal. And what you’ll be able to do is take that number and at the automation list view, just call this Keeshia follow up just so I can [00:38:00] remember.

Keeshia: Yeah, so how can I …

Chris Davis: And what you’ll see is at the automation view, you’ll be able to tell the conversion rate. See that? Forty two percent achieved the goal. So that’s your quick metric of understanding how effective your follow up is while using that goal in there. All right, just wanted to make sure I put that in there. All right. You … yup. I’ll able to set a certain date that a person would go through the automation. Okay, great, Keeshia. [00:38:30] Am I able to set a certain date that a person will go through the automation campaign? For instance, I have a subscription service occasion … I remember this. Oh, what was her name? Shoot. I named something after her and I can’t remember her name. Okay. That’s fine. Keeshia.

I forget her name. I know … we’ll just work through. For instance, I have a subscription service. Occasionally, my customer say I’m traveling, [00:39:00] yeah, I remember this, Imran, we set up a custom field. Oh, geez, what was her name? I got to go to into my email real quick. Because if I get her name, I’ll be able to pull up the email. I mean once I pull up the email, I’ll be able to get her name and we can fresh … It was Jessica. All right. So, [00:39:30] if I do a Jessica … Here we go. All right. There it is. Okay, this is the pause … Imran, it’s all coming back. All right. So, we go … I shouldn’t do that. Let me go back.

Imran: I did …

Chris Davis: Jessica. Open the active, open the pause and open the rezone. All right. Let’s do this, Imran. All right, so what happened … Oh, I remember. I remember because we were essentially going even allow [00:40:00] the customer to be able to set the date, their return date. So what we have here is, Jessica has, she have this use case where she sends out ongoing communication and at any point, she may need to pause it and in the case that she used, it was somebody emailed and say, “Hey, I’ll be out of the office,” or “I’m on travel”. At that point, she doesn’t want to just give him the boot, kick [00:40:30] him off and just kill everything. She wants to pause their subscription, okay?

And when she pauses the subscription, it’s essentially putting their account on hold until the time in which they said they’ll be back. Now, there’s many ways that this could happen. They can have an auto responder that says, “Hey, I’ll be out the office from so and so to so and so,” so she may want to pause for that date. Or other indicators could tell her exactly how long she needs to pause. So, the goal was [00:41:00] this, we needed a field that was their subscription date. For this date, I used the event date. Okay? And any time that date is updated, we are going to pause because there’s no way that the field would be updated with the date if there wasn’t a pause requested. Okay.

So again, the only [00:41:30] time this field gets updated is for someone wants to pause their subscription. So this is not a shared date field. It’s not like, “Hey field can hold the webinar date or it can hold the pause date or it can hold their birth date.” If you do that, it makes it impossible. Okay? So, the fact that this date is reserved for one singular function puts us in a position of power, right? So now, we know that since this is the single function for the date, if [00:42:00] it’s ever updated, that means we need to change, we need to change the status of their subscription to pause.

Now, you may be asking me how are we determining the status. Well, the status is determined by one of my favorite ways is using radio button for a custom field. Radio buttons for status are perfect because only one can be true. So see, I have active, inactive, and paused. [00:42:30] All right, in the custom field. You go back. So the pause date … now, it has a date, it’s been updated. So I’m going to change that status to paused. All right. And now, if I ever wanted to resume … What I am doing? Yeah, yeah, yeah. All right. Wow, yeah. So, check this out everybody. They enter the date here and since the [00:43:00] date changed, I paused. But that date value, let’s say this date is three months out. So let’s just say this date is three months from now. What’s today? July, so 10 … so we’ll just say 10 … What is it, 21? Twenty one …

Keeshia: Yeah.

Chris Davis: … that’s close to my birthday, 2017. [00:43:30] So this is the date that we’re going to use, all right, right here. We’re going to use 10/21/2017. All right. That date has been set right here because someone either went into the contact record and updated it or the custom field or something, that was [inaudible 00:43:52] automatic, right? So, but this is the value, this is the value, 10/21/2017, okay?

[00:44:00] Now, when we go to … I just closed that out. Let me clear this out. Now, when we go to … date is the contact’s event date, that means that this automation is going to wait until 10/21/17. At 10/21/17, we’re then going to go in, wait until 8:00 AM and then, what? [00:44:30] Set their status to active. We’re going to automatically turn it back on, automatically. So, you see that one automation paused it because the date field update it. But we didn’t care about the value. We just knew that there was a value that changed and any time a value changes, we pause.

Okay? Remember, automation is going to be as smart as you make it. If you tell it to do something, that’s all it’s going to do. It’s going to say, “Hey, look now. You [00:45:00] told me to pause every time this field is updated. So that’s what I did. I didn’t ask any questions, I pause.” Right? But this next automation is actually looking for the value. Okay, now, based on that value, when that value is through, it’s three months later, it’s then going to wait until 8:00 and then, set the status to active. All right? So this is the pause and resume functionality that Imran is talking [00:45:30] about because we’re able to wait, stop it, stop their progress and then, start them back up.

There’s another element I want to add to this. So now, the first step that I kind of jumped over was the fact that they get set to active by default. Right? Any time someone subscribes to Jessica’s list, they’re going to get set to active. Okay? So they get set to active and they can [00:46:00] stay active forever if nobody ever updates their field. If nobody ever updates their field, it won’t be paused. Now, here’s a good question, right? Imran, we know how to use that date field to resume, right?

Imran: Yeah.

Chris Davis: But is there any other way that we can resume. The question is yes. The question is yes by using deals. So, if you have a process where less … Oh, watch this. [00:46:30] Watch this, watch this, everybody. Let’s say Jessica delivery, okay? Let’s just say Jessica has this pipeline … Ooh, this is going to be good. We’ll say this is the first package because I believe Jessica ships like something fresh. It may be food or something like that, and perhaps, somebody subscribes [00:47:00] to receive let’s say 12 packages within a year, right? Twelve packages per package … Yeah, Imran, this is really good because this is one way to resume that is really specific to ActiveCampaign.

Let’s do another one just for … You know what, fourth package and let’s do a … I’m on a row here, fifth package. I promise, I’m done [00:47:30] now. All right. So now, check this out. We could have it … Oh, this is good. I’m excited already. Shoot, that means I may go over because I’m excited. Sorry, everybody. All right, I will try to contain myself. Just cut out … Watch this, active subscription.

Now, what we can do is when we set the status to active, on their first time, let’s say if they can come multiple [00:48:00] times … Let’s not worry about multiple times for now. But for right now, we’re going to set the status to active and then, give them a … What do I want to do? Oh, deal. I’m going to add deal, okay. New monthly, I don’t know, I’ll say monthly delivery, okay? And whatever the value of my basket is. All right. I’m going to put them on Jessica delivery stage one, first package. [00:48:30] Okay? So, when they get their accounts set to active, they’re going to … Where am I at? Move this over. They’re going to get a deal that’s here and whenever there’s a package on the first stage, I mean whenever there’s a Bill on this first package stage, we have an automation that fires off some magic and it just … You know, like it sends their address to some application and it sends [00:49:00] them something, right?

So, what we’re also going to do … This is really good. Do I want to go that deep? Imran, do I want to go that deep? Because we also need to move them like after 30 days. So we need them to resume where they were and then, move them. It’s going to require like two more automations. I don’t want to get too complicated because I’ve only got [00:49:30] five more minutes. But I’m just going to talk about it if you’re ready. So, if it’s on the first package and they paused, we can use pipelines I’ll say to keep track of which package they should be receiving next. Let’s put it like that, yeah. Okay?

So pipelines along with the pause and resume … using pipelines along with the pauses. I often like to use pipelines [00:50:00] as kind of like a where are you, like a quick identification of where the lead is or left off. And it has many, many, many applications because remember, my engagement … Didn’t I do an engagement? I thought I did an engagement where we had like 30, 60, 90-day engagement stages but that must have been some other place I did it. But anyways, now, when I go back like maybe when the [00:50:30] subscription changes to active like this in here because this is now just go resume … Yeah, resume a subscription. So whenever I resume, I could send in internal notification to somebody and say, “Hey, check their last package received and move them to the next one.” Right?

So, if they were here, if they paused on the third package and then, they resume on their own, I have an automation that’s going to kick off an internal notification and say, “Hey, Chris, [00:51:00] they’ve now resumed. Send them the next package.” So then, I can just go into my DCRM and just slide from third package over to fourth package and then, they’re right back in the process. Okay? All right. So, if a contact received a specific email, they will progress? Yeah, yeah. Yeah, yeah, we could do it. Right. Right, Imran, exactly. And the progression, the automatic progression through these stages could be handled [00:51:30] something like that, right? Like they received a email that was sent out every time a package is shipped. Like maybe a shipping confirmation, right?

So, if they received that, then, the next thing you’ll do is maybe wait a certain amount of time and then, move the package, move it to the next stage because maybe they get one package a month. So after you’ve sent them a specific email, you’ve got to wait 30 days. After 30 days, you move them to the next stage, right? So we could truly [00:52:00] automate this entire process. Don’t get me wrong. Actually, after I built, I realized I built something similar and it takes about four automations total. It can be one that is doing that counting, Imran, right, the counting of how many days has it been, okay, 30 days, now, move to the next stage to get your next package, right?

And then, we have our other automations running to say, “Hey, look, don’t move it if it’s paused,” [00:52:30] right? That now becomes a statement in the [FLs 00:52:34]. Before we move it, the FL says “If they have a status active,” if not, it does nothing, right? And then, when they come back, we can continue to take off. So it could essentially be if they have … Oh, let me build this real quick just because I want to see it. I saw something when I said that. If you all [00:53:00] would allow me … Imran got it. All right, if you all would allow me something, I want to built something in front of you real quick. Let’s say … Okay, has deal instead. Oh, I’m sorry. I wanted to do this. So, if I say deal stage changes to Jessica delivery, I wanted to [00:53:30] change … Oh, ending stage to the first stage. Okay.

All right, so now, she’s got a deal on the first stage and what I want to do is send out an email, right? Send an email. Here’s your first package. I’m going to do this all in one automation, I know how to split them up but I don’t know how … I want to do it just yet. Okay? So, send it … [00:54:00] This is what I wanted to do. All right. Now, wait 30 days … because I sent one of my … Okay. You get one package a month, wait 30 days. And after 30 days, here’s what I want to check, custom field. It was a custom field, right? I called it subscription, subscription status. If subscription status is active, yes. Then, I want to send them … [00:54:30] okay. I’ll just say second package. I just want to see how this looks because in my mind, it looked a certain way. I just want to see what it looks like on the canvas.

And if their subscription status is not active, then, I want to … This is what I want to see. Ooh, watch this, everybody. I think it is going to work. I think it is going to work. I [00:55:00] do these things to give you all just like … Remember, this is like the automation buffet. Take from it what you will and apply what makes sense to you. But I just like to put this stuff out there because all of our mind’s on something, we can come up with really, really creative solutions. All right, so now, I’m going to say if the subscription isn’t active, they’re here. Oh, my gosh, I got it. Check that out, right? They’re here.

So, remember, they’ve already waited 30 days, so they’re [00:55:30] eligible to receive the next package as long as their status is active. Okay? I go here and see that the status is not active. So, they had to have paused it. So, what I’m going to do is I’m going to wait until the subscription status is active. Then, what am I going to do, everybody? I think you all already know. Then, I’m going to send them the package, the second package. Right? Now, look, [00:56:00] I can repeat. Oops, I want to do that. I go here, right, copy this single action and then, after this … Oops, canceled. Then, I will send after 30 days, I need to see do you have … are you active. Are you active, if yes, I’ll send you the third package. Oh, this ended up really powerful. Imran, [00:56:30] thank you.

Everybody, I think all of you that have been on my office hours, it’s kind of like this momentum. As the questions just kind of pile up, I just kind of get going here. Keeshia says, “I need this from …” Yes. Oh my goodness, I didn’t think … Listen everybody, let’s apply this. Listen, everybody, let’s take this outside of just [00:57:00] this one use case where she’s delivering monthly packages and let’s replace the package with anything. The package could be accessed to your membership site, right? The package could be anything. Keeshia, that is a great recommendation.

So now, I’m drip … Oh my gosh. I think I can go home now. All right. So, let’s say I’m dripping access to modules, [00:57:30] and at some point, they paused their subscription, maybe their credit card fails, right? Or maybe just, “Hey, I don’t have it this month,” no problem to us, right, what do we do? We just go into their contact record. This is the one step I’ve been showed today. But look, we’ll just go into my … I picked twin brother, Phil. Hey, Phil, no problem. You need us to pause that? Right? Go [00:58:00] to the subscription status. Where is it? Set it to paused. Right? Now, at this point, the subscription status is paused, and what can they not do? They can’t receive anything until … Let me just do this. They can’t receive anything until their subscription status is active, okay? And so on and so [00:58:30] forth. We can continue to build this out.

So, now, we’ve got the pause and resume linked with the automatic access for them to pick up where they left off, right? This is beautiful. Imran, thank you for asking this again. I’m going to name this after you. Imran … What should I call this? This is like … Oh, man. [00:59:00] I don’t know what to call it. This is so good and they’re really my … at a lost for naming. But this is really good. I’ll just call this Imran, really good for now, all right? So now, what are we saying? So first of, watch this. All right, Imran, I’ll call it captain ball’s automation. You got it. [00:59:30] Automation, all right. So check this out. What happens … so they’re waiting for 30 days. In 10 days in, they pause it, right? And then, on the 28th day, they resume. So, that pause and resume action happened within this wait for 31 days period, so when they come out of it, they just continue like nothing happened. Right? So they just [01:00:00] keep flowing through.

After 30 days, right, you qualify to get the next step, the next module, the next package and your subscription status is not active, absolutely not. You will wait here, yes you will in the corner until your status changes to active. Once it’s changed, come on, you can play with the rest of us now while you’re on time out. And [01:00:30] once it’s active, they pick up … Look at this. Because this is, essentially, we’re tracking them through, they’re never going to go backwards. This is a forward progression, right, this is forward progression.

So, until you met the criteria of your account is in good standing, you’re not going to go. I’m not just going to let you keep going here, you’re not going to steal from me, okay? And wait until subscription is active. This could be two months everybody. Maybe two months doesn’t hurt us, [01:01:00] right? We just know, “Oh, okay. Thank you. You would like to resume?” Great. Then, we take their payment, right, go right into here and what do we do? Active and this fires immediately says, “Oh, it’s active. Go send them the next one.”

And just imagine on the receiving end, it’s practically instantaneous. What kind of impact would that have on [01:01:30] your customers. Right? That’s the true use of automation. In this example, I didn’t say, “Hey, you don’t want to touch anything.” There was some like maybe they emailed you and you had to get on the phone and take their credit card information like you had to do some manual input and then, you say, “Okay. Great. Thank you so much. Looks like your payment went through.” Jump into the con … “I’m setting your status to active now. You literally are, you’re clicking this radio button, you hit save and the automation takes it from [01:02:00] there. You should be receiving an email shortly or you should be receiving your access within 10 to 15 minutes and you’ll resume at the same page you were at before because they will. Thirty days later, as long as they’re active, they’ll get the next one and the next one and the next one. Oh, I love it, I love it. And if we want … Okay.

Listen everybody. I’m at 2:06, I’m six minutes over, spare for more minutes with me because I want [01:02:30] to do one more thing and watch this. So maybe here, watch this, Imran. So here is where we do … so, contact has this deal. Oh, I caught it, [Delerie 01:02:46]. Anyways. And after 30 days, they do this. Guess what we want to do, send them second package. We’re also going to update stage, [01:03:00] what are we going to do everybody, to second package in Jessica delivery, say … so, now, as this … and we’ll do it after every package. Why do we want to do that? Because now, it’s going to give us a visual of where all of our package or where people are. In the case where Keeshia set it up, we’ll get to see where people are in the [01:03:30] modules, right? We’ll see how … Like “Oh, a lot of people are in module two,” right? “Oh, it’s only one person in module four, a lot of people in module three.” Right?

This visualization, easy visualization like this is good because you may want to jump in. Imagine if you wanted to do a Facebook live or something to your audience. Now, you can jump into your application real quick see where they’re at, “You know what, the majority of our people are at module two and three,” “What is your Facebook Live?” Subject going to [01:04:00] be around, whatever you talk about in module two and three, and then, tease them about module four. It can have huge retention impacts, right? Retention effects. You see what I’m saying like it’s one thing to implement it … I feel like you have to know what you’re doing first, right, so you start with the process and then, you need the strategy, right? You need the strategy that takes that process and gives it [01:04:30] wheels, gives it life, okay?

And once you have those two, now, you need some education on how to execute it right in ActiveCampaign. But at that point, now, it’s really about like creativity and this is where it becomes fun being the business owner, right? Because ActiveCampaign is going to equip with this type of information, I don’t know how easily you will able to get this from any other platform, right? But by us combining … Where [01:05:00] is it, like this, the automated movement of packages and having a pause and resume set up, this is a very powerful system, everybody. This is a very powerful system, right? Because if we want it to take it to another level, just another dimension, we could do this. There’s nothing stopping us from this.

So, now, we can see where everybody is at and when they’re paused, [01:05:30] what can we do? When we say no, update stage and in Jessica delivery to … Oh, I will have to hit refresh. Let me hit refresh. That’s right. I can hit refresh. Yeah. So in here, if there’s no … I am overboard but I’ve just really have enjoyed this example, everybody, paused [01:06:00] and just specify the pipeline just to make sure. I’m going to move the deal to paused. You see what I’m saying? So here, it’s just kind of like whatever is here, I can see like, “Oh, wait a minute. We’ve got like 20 people and it’s just paused.” So, what can you do at that point? Maybe you want to reach out to them, okay, see what’s wrong. See if there’s anything you can do, right? But it gives you a quick snapshot [01:06:30] of the performance, of what’s going on.

So, wow, I did not anticipate going this direction but this is what happens when you ask questions, everybody. This is what happens. So, Imran, thank you, Keeshia, Bill. Everybody, listen, even if you just watched in and kind of soaking it all in, perfectly fine, it’s perfectly fine, but the goal of these office hours is to really just help you [01:07:00] unlock more of the platform to enable you to do more in your business. You all have ideas, you are all creative business owners, marketers, so a lot of times, the only thing between your creativity and doing greater is understanding. Understanding specifically to the technology, so … Oh, wow, this was a good one. My mind is just going now at the different ways we can use [01:07:30] this automation.

I’ll be thinking about it. This weekend is going to serve you all some time to think about it as well. Maybe even implement it here. Let me give it to you all just in case you want to study it a bit. Let me give you this one, of course, it’s just one of a few that we need but good enough, you can import it into your account. And automation, Imran, pause. [01:08:00] Got three As in there, Imran, let me take one out. Here we go.

Keeshia: Okay.

Chris Davis: There’s that automation. So, this replay, Bill, will be up shortly. They normally take a couple of hours after we’re done but it’ll up be today. Yeah, Bill, thank you, man, for [01:08:30] supporting the podcast again and everybody, let’s collectively agree to think about what was taught today in a broader sense, right? What is a package to you, to you, in your business, to your clients, right? What is the case where you may need to pause and resume. Maybe it’s not a status, maybe … You’re very welcome, Susan. Maybe it’s not status. Maybe it’s engagement like maybe we want them to wait until they’ve opened their email or something like [01:09:00] that, right? Like it can be many things. So, that’s where the real part comes, when we start taking the hats off and say, “Hey, wait a minute. Initially, I said it was this but it could really be this.” Right, and just keep going from that.

Anyways, I don’t want to go on because I can literally go on because you all have me at this point where my mind is literally racing in automation. But I want thank you all for attending. Remember, we do this every Friday and every Tuesday, [01:09:30] okay? So Tuesday at 10 AM Central, Friday at 1 PM Central. We’re here to walk through cases just like this, unlock the creativity, unlock the application for those of who that it may seemed locked too and I really am honored to be able to serve you all whether it’s in email like Susan. Just like we’ve been doing. Oh, Keeshia, let me show you how to import. You go to new automation … well, first [01:10:00] of, you go to automations, then, you click on new automation and instead of selecting anything from here, you do import automation and that’s where you paste that URL that I put in the chat. Okay.

So, let me make sure that I did … Yeah. That’s how you import it. Yes, yes, you’re very welcome. Thank you all so much. Have a great weekend, relaxing weekend, and I’ll look forward to it, Keeshia, [01:10:30] I’ll look forward to you coming back. Be safe everyone, and yeah, enjoy yourselves. I hope to see you on Tuesday whether it’s a report, an email by something that’s working and you’re seeing results or on the call, ask the questions. And thank you all for spreading the word. The replay views are going up and it’s all because of you all and your questions, so thank you so much. Landing page is on Tuesday, Bill, you got it. I’ll compile a few of them for you and we’ll walk through it. So, [01:11:00] all right, signing off. Have a good one.