Office Hours – July 28, 2017

Recording of Office Hours hosted by Chris Davis on July 28, 2017.

Topics covered in this session:

  • Customizing forms
  • Using Saved Responses (new feature!)
  • Using Goals in automations
  • Adding a form to your website


Chris: All right, I’ve got quite a few questions. I want to look. There was one individual specifically that I invited to be on, and I need to … I forgot her name. Let me check Facebook really quick everybody, but I’ve got some email, some question email. Bill, I received yours. Mark, I received yours, and one other person who’s not on. [00:00:30] I will be addressing those emails, and those questions via email in a second. Just let me log into my email here everybody. Google kicks you out periodic … Of course, I’ve got to do the two step authenticator, jeez.

But, oh, Tara? I think that’s how I say your name. Tara, I think it was you that was in the Facebook group, I believe. I want to make sure I’m getting everybody [00:01:00] right. Okay, so three, five. Hold on one second. Seven, three, five. Seven, three, five, zero, nine, three. All right, I’m in my email now everybody. All right, great. In my email, so let me know, Tara, Tara. I don’t want to say your name wrong. I think you’re in the Facebook group. You had a question on JotForm. If that’s not you, I’m sorry. I could have swore that was you.

All [00:01:30] right, so Bill, let me just go in the order I received these. So, Bill, what I did was we had … Good morning to you too. There was a few landing pages that we saw, but honestly I don’t think they’re exemplary of what a good landing page should be. Not down-talking our users, we’re a marketing automation platform, so [00:02:00] platforms like Leadpages or Instapage, Unbounce, they often have better examples of really good landing pages.

What I’ve done … Let me just get situated here. I’ve got a couple links I’ll share with you, and I’ll add a little bit of commentary to each of them. For the most part … Hey, let’s go to the white board. I’m going to use this app for right now. [00:02:30] Here’s the anatomy of a landing page, right? This is pretty much standard for any page that you’re ever going to build, right? If this is your page, the first thing that you’re going to have is this, the fold. Okay? That’s what we call this. Is the fold. The fold is what people can see without scrolling down, all right? [00:03:00] Above the fold, you want some headline, right? Some text, and then somewhere your call to action needs to be. You can have some image or whatnot, but ideally the number one rule is that you have the CTA above the fold. This is the most important.

Now, let’s talk about some other elements. You also want your call to action to be … I’ll [00:03:30] put green on here. You also want it to be a contrasting color. So, if you’ve got a yellow background you’re going to want to use a green button or a red button, something that pops out. The last thing that you want to do is have a color that blends with your page because you want to attract their eye to the CTA. Use something that’s green perhaps, red, or whatever. Bill, I [00:04:00] went to your site. I may have seen red. If you’re using red, I would use yellow for a call to action. Green, something that contrasts and pops out, stands out. All right?

Then, specific to the CTA, your CTA should also be in first person. First person, so instead of something like subscribe, it should say, ” [00:04:30] Yes, I want to subscribe, or give me access, or send me the email, or send me the report,” where the button text is reading like they’re thinking. Like, “Yes, I want this.” Then beyond that, what you’re not going to have … In fact, let’s change this to red. What you’re not going to have is a navigation. [00:05:00] I’m talking pure landing page best practices, everybody, okay? You’re not going to have navigation. You’re not going to have any outbound links. This is kind of a outbound link, but no social links.

By social links, I mean there should be no links for somebody to click and go to your social media page. You can have social sharing, but you [00:05:30] don’t want any outbound link that can take people away. And, let me just do this, no multiple … That was bad. Don’t know what happened there. Multiple offers. Okay? It should be singular. What we’re saying here is single offer, right? We already [00:06:00] know above the fold, and then the CTA is singular above the fold. We want it to be responsive. You really want to pay attention to that because people are going to view it on a mobile device.

Essentially this is good enough to get you around that ballpark. Here we go. [00:06:30] I’m going to give you a link to look at. Just find this. Everybody feel free to ask your question as I’m doing this, but I like Leadpages. They used to have a landing page round-up. What it was is … I’ll share with you this Unbounce page. I’m putting it in the link. I’m putting [00:07:00] it in the chat. Here’s some pages that Unbounce has, and they all go by these rules. You’ll see the CTA is above the fold, there’s no navigation for the most part, and you’ll be able to see just different formats. Let me see if I can do a landing … There was a landing page round-up Leadpages used to do. Leadpages, landing page round-up, you just need to [00:07:30] see on.

There we go. All right, and then I’m putting this in there as well. Okay, so these two links should get you squared away. Now, the second, I’d like to pass on … Yeah, you see that right on the Unbounce one? That was really good. You know what they used there, Bill? They used her looking to the right to guide your eyes, right? Let me see. Yeah, you see that? She’s kind of posed to [00:08:00] the right where she’s looking, so you’re already … Just a few more landing page optimization tips.

Whenever there is a human being on a landing page, wherever they’re at is where your eyes are naturally going to gravitate because we naturally gravitate to us humans. You look at this human being, and yeah she’s a little skimpy, no clothes on, whatever, but the next thing you’re going to connect with is eyes. That’s why everybody says eye contact is important, right? You find [00:08:30] the human being, then you look at their eyes. This is all going to happen beyond your … You can’t see it? It’s the Unbounce page. Here, I’ll put it up. I’ll put it up, Mark. It was the link. It’s this one right here, so you don’t have to click on it. All right, let me make it bigger.

What’s going to happen is the first thing you’re going to do is you’re going to be focused right over here. That’s where your eyes go. [00:09:00] Then the second place your eyes go is where her eyes are, even though she’s half naked. Just human, and this is happening in fractions of seconds. You see the human, you look at the eyes. Since her body position is facing to the right, the next place that you go because of her entire disposition here, is go over here. Now you’re going to read this big headline, and the next thing you see is this big green button. [00:09:30] That happens within like a second, all of these decisions your brain is making, within like a second. You know what I’m saying? Of seeing this website, so this is the first thing you see. This is the second thing, and then her whole body, and how’s she’s like pointed to the right.

So, the next thing you do, you go over here. You see this, and then you see that. Traditionally this is what’s going to happen, so this is really good. [00:10:00] One thing I didn’t even pay attention to was the logo. Didn’t even look at that. First thing I saw was the woman. Just not going to lie. Part time girlfriend caught my eye, and then the green button. This was really good. This is really good, Mark.

All right, now let me get to your second question, Mark. The second question was … Oh, wait a minute. I have a Q and A, Tara, was this you? Okay, never mind. Tara, maybe I got you mixed. Okay, my question is in regards [inaudible 00:10:29]. [00:10:30] Great, Tara, let me finish up with Bill, and I’m going straight to your question. Then Mark, is there a pen in her hand that’s pointing to the right. Oh, Mark, good eye. There’s a lot going on here, right? Mark said there’s a pen in hand is pointing to the right. Her whole body position, it’s all guiding your eyes to the right. Good pick up, Mark, [00:11:00] good pick up.

The second question that Bill had was, “Also on your podcast,” so let me do this. “Also on the podcast,” thank you for listening to the podcast, again, Bill. “On the podcast you talked about shopping carts and tracking pages. How do we track page visits, and what are some of the best shopping carts?” All right, [00:11:30] so to track page visits, you’ll most definitely want to have site tracking installed. That’s here in my settings. If you go to my settings … Oh, this was something I was working on. Oh, well. And go to tracking, you’ll want to put your … So if I do, put that there, and then grab this code and put it in the header of your website, now you can track what pages they visit. [00:12:00] If you’re using a third party tool like Shopify or like Teachable or something like that, they all have header areas because you can put Google analytic script and everything there. You’ll want to put that there, and you can track visits on Teachable and your Shopify accounts, right? That’s how you do the tracking.

Some of the best shopping carts out there are really going to depend on the type of shopping cart that you’re looking for. There’s two categories everybody when it comes to shopping carts. One is [00:12:30] multiple products. Okay, so this is more of like a cart function. People can purchase multiple products at a time. The second one is single product checkout. Single product checkout is normally for like a course or a service or something of that nature.

For carts, for your carts, I would recommend any of our deep data integrations like Shopify, WooCommerce, BigCommerce. Of them, Shopify seems to be the biggest [00:13:00] with the most momentum. If you want to go WordPress specific, I would recommend WooCommerce. So, those are the two I give you there. Then for like single product checkout, we’ve got options like … I don’t know if ThriveCart is available public yet. They may be. This is a really good one, and then SamCart is another single product checkout page. A lot of people use Gravity Forms [00:13:30] to sell single products.

I’ve actually used this with good success for single products, JotForm. What is this? We sign out here. I’ve used JotForm with really good results as well. All of these platforms will integrate with both Stripe and Paypal. All right, just have to put it in the header? Yes. Does it get on … Yes, if you put it in the header, oh, yes. Since you’re using Genesis and Dynamic [00:14:00] with Beaver Builder, you’ll go into Genesis options, and that’s where you can access the header code. If you put it in the header, it will be on every single page of your website.

Yes, so all of these are for single products. ThriveCart, SamCart, Gravity Forms, and JotForms, and they all integrate with Stripe. Every single one of them integrate with Stripe. Oh, and let me do one more. A [00:14:30] lot of people like this one. This maybe the top one, MoonClerk. People really like MoonClerk. I haven’t heard too many people complain about MoonClerk. These are the ones. Let me put the links in the chat for you. Just so you have them to check out. They’re all equal, and in terms of they get the job done. Some are more expensive than others. The least expensive one is probably going to be Gravity Forms. The second least [00:15:00] expensive is going to be JotForm, then the third is going to be MoonClerk, and then the next one will be ThriveCart, and then the most expensive is SamCart, okay?

There we go. Mark says, “Starve cart has a lifetime special offer before public launch.” Yeah, so I know if you can find one of those links, you’ll be good. [00:15:30] I know I did that, full disclosure, hand raised. Take advantage of that, and I’m glad I did, actually.

All right, Tara, let me get to your question. I’m going to read it here, everybody, “My question is in regards to automation. Is there a way to schedule an email …” Oh, let me do this, so you all can see when you ask the questions in the Q and A for whatever reason you can’t see [00:16:00] on the screen, so if I take a screenshot, now you all can see. Here’s what she’s asking. Let me make it bigger. All right, “Is there a way to schedule an email out for the following day at a specific time,” okay,” I’ve integrated my Leadpages with ActiveCampaign, and the campaign I’m running will be a total of seven days long. I am hoping to have these emails sent out daily at a specific time for those who have subscribed.”

[00:16:30] All right, I’m going to show you how to do it. Let’s go into automations. The “trick” to this is that you only have to set the date once, right? So, we’re going to say submit the form because if you’re integrated with Leadpages … All right, please max the screen. Let me do this. Let me know if that helps, Mark. If you’re integrated with [00:17:00] Leadpages, what I recommend doing of course … Well, you have to. You’re going to integrate at the form level, so Leadpages is going to submit the form for you. Now your start trigger needs to be that form. I’ll use Bill’s form. You’ll want to have the form, and then that’s your start. Now, on the lead page, [00:17:30] Tara, and I hope I’m saying it … Tara or Tara? I’m going to go with Tara. Correct me if I’m wrong, right?

What they’ll do is they’ll submit this form on the lead page and start this automation. The first thing you’re going to do is of course send them the email that they asked for, so this is the welcome email. All right, and there’s two ways to do this. You can say, you know what? I want to send it at 7:00 am, [00:18:00] and if you just wait until 7:00 am, what’s going to happen is if someone opts in at like let’s say 5:00 am … Here, let me just show you. If I do this, conditions and workflow, and do wait until specific … I’m moving fast. I’m sorry. I’m sorry. Slow down, Chris. What we need to do is to get this wait state … What happened here? I can’t delete it.

I hit the plus. I go to conditions [00:18:30] and workflow, and select wait. Them from here I’m going to wait until specific conditions are met. From there the dropdown, I’m going to use date and time, and I’m going to use my time zone, current time is 7:00 am, and hit save. Let me take this off. Let me just maximize it this way because I always like to be able to get to my desktop. All right, let me know if that’s still okay, Mark. Let me make it a little bigger [00:19:00] just because I took it down. All right, so now I’m going to wait until 7:00 am, okay?

What’ll happen is if somebody opts in right here at 6:00 am, they’ll get this email, and then one hour will pass. They’ll go here, and then they’ll proceed down. If I do … You said you wanted to drip, so if I [00:19:30] do send an email, and do this like email number two. Create. Just so you see what I’m saying here. Essentially what will happen in this case is that they would receive this email at 6:00 am, [00:20:00] and then they’ll receive this email at 7:00 am. That’s two emails almost back to back, right?

So, what we need to do is wait until a specific time to prevent this from happening. If that’s even a concern of yours. If that’s not a concern of yours, this is fine, right here. This is exactly how you’d do it. Set it up to where the welcome email goes out. They wait until 7:00 am, [00:20:30] and then send the next email. What a lot of people do is they wait a day, so you can just wait a day before that. Just to make sure that you’re not sending, or if you want to wait 12 hours, right? I could say 12 hours. I wait 12 hours just to kind of make sure I’m not sending them two emails in under 12 hours or whatnot. I wait 12 hours, now let’s see what happens.

Okay, [00:21:00] submit this at 6:00 am. Receive this immediately. Wait for 12 hours. It’s now 6:00 pm, okay, and then now we’ve got this’ll be my line. This is next day. Now the next day they’ll receive this email [00:21:30] at 7:00 am. See the difference? Just by adding the 12 hours in, it gives me some padding so that they don’t receive the following email until the next day at 7:00 am. All right? Okay, Tara, I see you’ve got some questions. Let me grab you. All right, okay, great. She’s agreeing. We’re on the same page right now.

Now, what’s going to happen is when they proceed, when you say wait for one day, remember [00:22:00] this one, this is going out at 7:00 am, and wait for one day. Now, the email that we put right here … I’m just going to draw it in. The email that we put right here is going to go because this is our next day, next day line. This is going to go out the next day at 7:00 am. You only need this once [00:22:30] because that contact now for their life in this automation all communication is going to be relative to that 7:00 am, okay? So once you set 7:00 am one time, all emails going forward as long as you wait one day, two days, three days, is going to go out at 7:00 am X amount of days later, all right?

Let me see what you got for more here. Perfect, all right, great, great, [00:23:00] I’m glad that made sense. Yes, you’re very welcome. You are very welcome for that one, and then Mark. Mark had some really great questions. Yeah, “Nice, did not know that. Thought you had to set a time.” Yeah, right, Mark said he didn’t know. We thought you had to set a time for every email. I thought that too. I did until I tested it out. This was a while back, and I realized each automation now by default [00:23:30] I believe, I was supposed to check on this, but I believe the default time is 12:00 am. If it’s not 12:00 am, it’s 8:00 am. If you don’t set any time all communication is going to go out at 8:00 am or 12:00 am every day, right? But the second you set a time inside an automation, now all communication after that time is going to be synced to that specific time.

Since we synced [00:24:00] it right here, everything going down is going to be at 7:00 am. Whereas before this point it was either 12:00 am or 8:00 am. Like I said, I’ll check. I’ll check, okay? But now since we did this, going forward everything is at 7:00 am. All right? That’s one way to make things a bit easier because otherwise what do you have to do? Before you send out an email add [00:24:30] a wait state until 7:00 am before every email. Nobody wants to do that, right? Great, yes, Tara, you are very welcome. You are very welcome.

Now, Mark has a really good question. I’m just going to paste it all in here, Mark. I’m just going to drop it. Drop it all in. All right, convert, I guess, and make [00:25:00] this bigger. This is a good question. All right, what’s the best way to accomplish this? I have a way that you’ll probably like. You’ll find this enjoyable. He has an existing automation that has one email message which gets cycled every chosen frequency. Set a custom field. One month, one week, et cetera. So, we have this email, and I think we went over it in a previous Office Hours.

Mark, [00:25:30] you may have been the one that brought it up, but it’s triggered off of … Let’s see. I just want to see if I have you in here, Mark. Tara said she thought so too. Let me see, Mark, because I would have named it after you. Mark blank day, no. Mark automation day, why would I say automation? I normally name things. Let me see. Contact submits any form, no, let’s see. [00:26:00] Let me see here. Nope, it was … Okay, we were doing something.

Anyway, what we would do is essentially we would have an automation, and like what Mark is saying we have it where it says the field changes. Then we would have the event date. No, that’s not what I wanted to do. I wanted to do date based. Wanted to do date based on the custom field, and I’m going to check [00:26:30] daily at 3:00 am, and when it matches the conditions remember the top one can happen multiple times in a year. The bottom one happens once a year. Maybe I got that wrong, I’m sorry. The top one happens yearly, once a year. The bottom one allows you to do it multiple times a year. Now, what this is saying is whenever the event date is today, this is going to fire off.

Now, if I just go to the contact record, [00:27:00] and I update this custom field, then this will continue to fire off in the future at any date that I set, all right? So that’s what Mark is saying when he says, “Existing automation has one email, gets cycled every chosen frequency set via custom field.” Excuse me. The frequency, you may be using a radio button and other things, but I’m just showing everybody something is changing. Some field is changing, and when it changes [00:27:30] Mark is sending out an email.

Okay, so I’m using a separate example. Let me import the email, the automation Mark is talking about. He has instructed me to. All right, so import automation, and let’s see. As I’m importing I’ll answer a couple of your questions. You say you discovered that [00:28:00] every time you share the automation the URL changes. This is true, and the previous URLs do work. Think of it as freezing. Every time you hit share, you freeze that version. Even if nothing changed, that link is going to be respective to that version. Any time you update whatever state the automation is at, if you hit share, it freezes that state. If you change the automation after [00:28:30] you share it, will it update? No, it won’t update because that link that when you hit share you froze it. You froze it at that state, or that revision.

Let me go to your start-up wizard. That’s fine. All right, so people are being in here, and then wait until the current day of the week is a weekday, so we’re not sending on the weekend. Yes, yes, [00:29:00] Mark said, “Good to know especially if you’re sharing updated autos.” Yes, absolutely. Every time you update the automation you have to make sure you generate a new link for it.

All right, so we’re going to wait until it’s a weekday. We’re doing no weekend sending here, and then we’re going to wait until it’s 9:00 am or after. Okay, so what Mark is saying here is you’re not getting this email on a weekend, and you’re not getting [00:29:30] this email before 9:00 am, all right? If that is true, then we’re going to send this email. We’ll wait for a month, and do it all over again. They’re just cycling through based on … Now, here’s where I’m confused. Where’s the custom field based don the frequency step by the custom field? Maybe this one month? This one month is what you’re setting via custom field? But you can adjust this [00:30:00] essentially, right? You can adjust it to wait to weeks, one month, and maybe these automations are set to where you have one automation that’s monthly communication, one automation that’s weekly. Excuse me, and one automation that’s daily or whatever.

Okay, I got it. Then based on that custom field, they’re added to the respective automation. This is the monthly automation, everybody. They fill out a form. Selected monthly. They get dumped into this automation, and they’re just looping. So, every [00:30:30] month they’ll get this email. That’s the basic set up that we have here. Now, I now want to add the functionality to pick a desired number of maximum messages to be sent from the looping automation based on the chosen max number of messages, like 4, 8, 12, et cetera. Then it sends a notice email.

So, what Mark wants to [00:31:00] do is essentially count the number of emails that they received, right? Once they reach the maximum number, you want to send a notice email to the user or to yourself as an internal notification. Admin, all right. At this point, so let’s say 12. Let’s use 12 because Mark is sending out yearly communication. This is going to run 12 times. Send [00:31:30] this out, and at the twelfth time we need to send a notification to our admin that, hey, they’ve reached the final notice.

Is there a better way than using tags like a counter? Yup, yup, yup, that sends a notice at the end of the auto. Here’s how you would do it. Bear with me, Mark. One way is to let people progress through the automation as many steps [00:32:00] as you have emails. If it’s 12, there would be 12 wait steps. After each wait step, you could do one or two things. All right, Mark? Just follow me. One is you could use a tag. You could use a tag that says emails received one, emails received two, emails received three. These tags could be used in all of your automations, right, because whether you’re sending 4, 8, or 12 the amount [00:32:30] of emails they sent is true. You would just need the amount of tags at the same amount of the maximum number of any communication, right? Anyways, you could do it with tags.

Here’s how I like to do it. I would have a pipeline set up with stages for each email received, so when we go to our deals, and there’s a reason why I’m saying this. Okay, yup. My preference would be [00:33:00] to only have the single email with the loop. Okay, if you do that … okay, if you want to stay within the same automation, only have a single email, you’ll need a counter then. You will most definitely need a counter, and you’ll need to check at the end of every loop if its … Here’s what you would have to add to it, Mark. Right here, wait for one month before you got to the next action you have [00:33:30] to say if else, and then you’ll need to be able to go to … I think I can do … It’s either actions or deals. Let me see.

All right, deals. Where is it? I’m looking for my score. Daytime deals. It should be in actions. [00:34:00] Has scores what I’m looking for. Where is has score at? Let me think. How would you like to split this automation? It should be in has scores. That is interesting. This is in … Oh, no, no this is a custom field called score. [00:34:30] I have to look at that because … Oh, wait a minute. Add deal. I can add a score. Adjust score, but I want to split. What I was saying is, you know what you have to do? You would have to enter in another auto … No, I need to do a if else based on the score.

Oh, here it is. If you use a pipeline, [00:35:00] can you see how many emails they have already got and desire … Yes, yes, yes, I’ll show you that in a minute. Let me get with product after this call, and figure out. I feel like it should be here. Has score. If not, that is definitely something that we need to get into ideas, right?

Because here’s what I was going to say, Mark. What I was going to say is right before you loop them back, [00:35:30] right here, send test reminder, after this I will go to update score, and I don’t have any deal score set up. Okay, all right, all right. I do have them here, but you want me to do it based on a deal. Let me try it again. I think I did adjust score. I want to go into contacts. There we go. Adjust contact score. I’m just going to do this, and I’m going to add one point that never expires, all right? [00:36:00] When you send the email, you’re going to increase it by a point, wait a month, and then here is where I want to check to see do you have the maximum amount of points? If no, then go back and loop. If yes, send the notification. Okay? That’s how you would do it if you’re using one looping automation.

But, the caveat is I need to figure out how to do the if else [00:36:30] because I don’t see. I may be overlooking it right now, but I don’t see where the if else can look at the actual score of the contact, right? Oh, I’m sorry. Here it is right here. 30 day engagement. I forgot it doesn’t say score. It’s the name of the score, so my thing is set up to be 30 day engagement is we’ll say 12. How about we say equal or less than, less than or equal to 12. [00:37:00] All right? If that’s yes, what we want to do, move this single action … If it’s yes, what we want to do is send an internal notification. All right? [00:37:30] That’s how we would do it.

Mark says, “So, you would create a score specific to count this?” Yes, and I will call this like your monthly count or … What is this called? Monthly reminder, yeah, so you can call this a monthly reminder. To set up scores, everybody, what you could do is just so you all know how to set up scores. You go to manage scoring, [00:38:00] and then add new score, and this is for contacts. What we can say is monthly email count, all right? Add a new rule, and essentially the difference between … Just follow me here.

The difference between this monthly email count score [00:38:30] and doing it in an automation is whatever condition you set here is going to fire one time, and one time only. If I say, opens an email, and give them 10 points. Let’s do that. Let’s say actions, contact has opened any campaign or email, save it, and then based on that condition I’m going to add 10 points that never expire. What I’m saying is, you’re not going to keep getting 10 points every time you open an email. [00:39:00] You’re going to get 10 points the first time you open an email. When you set up lead scoring in here it happens one time. It’s a one time event, but if you want it to be additive, which means every time they do it you add a point and a point and a point, you’ll have to do that in an automation like I did.

If I delete this right now, just hit save. So you see what I did? I didn’t do any rules. I set [00:39:30] it to active. Oh, I think I have to have a rule. Let’s just set a basic rule of something like contact’s email is me. This rule will never be true. They’ll have get points for this, but what I want to do, and I can make sure that they don’t get points. Of course, you want me to add, well, I’m trying to hack the system. Sorry, everybody, but what I want to do is I need to create some criteria to make sure [00:40:00] that it’s here. Okay? Now I can activate it, all right?

We’re never going to use this criteria because we’re going to use within the email, I mean within the automation, that’s where we’re going to add our points to it. Just for this example, I’m using this purely for this example only. Okay? All right, and I’ll do the same. [00:40:30] Where was it? I forgot where I was at? Oh no. There it is. Monthly email account is less than or equal to 12. All right? There we go. So, now you’ve got a specific score for this, Mark. Once they hit 12 emails, you’ll get the internal notification, and then they’re done. Okay? You’re done with the automation. All right, so [00:41:00] you can create a score specific to count this.

Could you use the email sent and tag the specific looping email? You could. Okay, you know what you could do, Mark, is if you knew all the emails ahead of time … No, no, no. I don’t want to do it that way. Never mind. Could you use the new email sent, and [00:41:30] tag the specific looping email? Yeah, that would be in a different automation, though, right? As an option, yeah, you would need a different email that looks for that criteria. Has been sent, and then adds the tag. At that point, honestly, you don’t even really need to tag every email. You just need to tag the final email. Unless you’re going to use the data for every email because has been sent is going to hold that data for you.

Oh, look at this. Mark, we [00:42:00] necessarily don’t even need any of this. If I stick to your original one, and it’s just looping through, lopping through, and we had a separate automation … So, here, watch this. I got it. I got it, Mark. Watch this, man. Let me delete this, and keep the notepad. Watch this, and let me delete this. [00:42:30] Okay, so what I want to do is before I send them to … I would have in automations. Okay, by tag I mean not issue a tag, but look for … Okay, not best way to do it. I like score, but I want to see the part … All right, so let me show you this real quick, Mark. We’ll start this, and then have no start trigger, [00:43:00] and we’ll call this … Watch this. Watch this, Mark. Mark check for last email sent.

All right, no start trigger. We’re going to go into conditions and workflows and say action has been sent, and then we’ll just say email number two for this sake is the last email, okay? That’s the last email because if they’ve been sent the last email, what do we want [00:43:30] to do? Watch this, Mark. Just follow me. If they’ve been sent the last email, then want I want to do is end the automation that you had. I don’t know if it’s in here, though. Monthly. There it is. You want to end that loop, right? You’re going to end that loop, and then you’re going to send the internal notification. I’m not going to set up the notification, but you send the notification, right? Here, all you have to do is know what that final email is going to be. [00:44:00] Now, me make this active, and go back here. Refresh. Before we loop back, what we’re going to do is start an automation, and we’re going to start that.

Essentially, I’m using it to check. That’s it, right? After the first time through, hey, go check and see if it was the last email. I look here, say, hey, has the last email been [00:44:30] sent? No. We don’t do anything, right? Then this keeps going, keeps looping, but at number 12 we enter the automation to check. Number 12 we say, hey, look, you’ve been sent the last email, so exit that other automation. Stop the looping, and then I can proceed and send my notifications and everything else like that, right?

All right, so this will require creation of all 12 emails. Mark, you can set this value [00:45:00] after you sent the last email. You don’t have to have all 12 emails set up right now because you only need to know the last email, and when you send the last email that’s when you need to go in here and update it. I’m not sure how you’re sending because I know you have to go into this and update this email every month because you don’t want to send the same email. Whenever you update the email, you would just go and update this condition, and you would only have to do it at the last email, okay? ” [00:45:30] The email is using a custom text …” Oh, yeah, that’s right.

Oh, yeah, so the email stays the same. You insert the text via a custom field. You would definitely want a count then. Never mind. You want a count. You can’t use this because the email doesn’t change. The email doesn’t change. You’ll need to use a counter, but the pipeline that I was going to show you is if we do [00:46:00] Mark … This is good because we’re exploring different options, different features, throughout the application. Okay, yeah, yeah, yeah, Mark sees the logic.

Essentially, I could do it just like this, but you wouldn’t be able to use your loop. I’ll show you how to do this. Email number one sent. I’ll show you how you would have to do this. It’d be a little more static. [00:46:30] Email number two sent, so on, and so forth. I’ll do three of these. It’s a really good example to show you all the flexibility of the platform, and the creativity involved in solving these problems. It’s very rarely a one way thing. We’ve just explored like three to four different ways to do this thing. All right, so what we’ll do is in this automation let me just do … Watch [00:47:00] this, Mark.

I don’t want to use a start trigger right now. Call this Mark monthly pipeline, all right. The first time they come in here, the first thing we need to do is create a deal. Call it our monthly emails. We’ll set a value of zero because you don’t really care [00:47:30] about the value. Add it to Mark monthly. Email one sent. We’re going to go to that stage, and then immediately after, we’re going to send email number one. All right? At this point, I’m just going to do this. I’m just going to do this one time through, and you would repeat it. After email number one is sent, you’re going to wait 30 days, or let’s not wait 30 days. [00:48:00] Let’s wait one month. That’s better because some days have shorter months than others, right?

Wait 30 days, and then what we’re going to do is send email number two. Email number two, which, by the way, the email body has the same as email one. It’s just going to merge in your custom field data. We’re just calling them email number two because we have to. [00:48:30] Then after we do that, we’re going to update the stage. Update the stage to Mark monthly. Let me just do this. This is my … Mark monthly, where did you go? Where did you go? Mark monthly email to send.

Okay, and so on, and so forth. What we would see is on the first email, [00:49:00] okay, where did you go? Where did it go? I close it out? All right. On the first email, Mark monthly … What is going on? I don’t see you, Mark monthly. The first email goes out, the deal is here. When you send the second email, it’ll move here. When you send third email, it’ll move here. Here’s why I like to use pipelines for these types of functions [00:49:30] is because it inherently allows you to rezone where someone left off. Say for some reason somebody fell out. Maybe they unsubscribed, and then they came back, and you wanted them to pick up where they left off. You could do so because you’d be able to see exactly where they’re at.

That’s one of the reasons why I like to use pipelines, aside from the fact that I get a big overall view of where they’re at. Feature request, please add the [00:50:00] ability to add not to a no start trigger box. Ability to add not to a no start … Okay, you have to break that one down. The ability to add … All right, if the pipeline shows what number of emails they have got so far, that may be a good advantage. Please confirm there is not way in reports to see how many emails they have got so far.

Yeah, [00:50:30] oh add notes. Okay, that makes sense. I agree. That is a good one. I often try to use notes on automations that have … This is what Mark’s talking about. See? No start trigger, there’s no note pad here. I always have to go down to the first action in add my notes for the start trigger. Great idea, yeah, so there is not a way in reports to see how money emails they have gotten so far. Right, that’s what you use pipelines for. The pipeline will show you [00:51:00] which emails they have been sent. Then at some point in the future, when they’ve … Email number 12 received or sent. We have some stage like this. Email 12 is sent. You’d have a separate automation that says when there’s a deal in that stage, right, so my start trigger for this automation would be has deal in stage.

Okay, [00:51:30] deal stage changes, I should say. Mark monthly, from email has been sent like number three to … Oh, it’s not pulling in the one that I just created. Let’s just say when it changes to that, this is going to run, and then now we can send our internal notification right here. When the deal changes, okay? All right, would you create multiple pipelines for different frequencies weekly, monthly, and three weeks? [00:52:00] Yes. I would use different pipelines. Or would I? Maybe, maybe. I think a separate pipeline per frequency would be the cleanest. All in one pipeline could get messy, yeah.

I would err on the side of separate pipelines, but if after doing it, you [00:52:30] see like, “Okay, I can combine this data,” then there may be a way. Yeah. Right, the pros and cons, Mark. With one pipeline you get the bird’s eye view of all your emails. With individual pipelines you get a little more granularity. For this one, Mark, I’m going to defer to you and your experience. If you have the bandwidth to do both, you can, and just see which one you like better. The [00:53:00] thing is the automation is really what’s setting the frequency, right? It’s waiting one month. The frequency is being set by the automation. You could essentially have it all one pipeline.

You know what I’m saying? It’s not like it would break anything. It just wouldn’t be … By messy, we wouldn’t be able to tell of everybody who’s been sent email number one which frequency [00:53:30] are they on. Now, Mark, you know what we could do? I was just about to say that, Mark. Mark said, “You can add in the deal name.” You can add it to the deal name. That could be a way right there. Maybe that is it. You do monthly … No, no, no. You say email, and then you can merge in that data like how many times.

[00:54:00] Now, maybe it’s email frequency. You got a email frequency deal, and it’s going to say monthly, weekly, or whatnot by using the personalization tag here. Okay? Now the deal value when it comes here you can see all of them. I wonder. We can probably even search for like monthly. Right? If I [00:54:30] had many, and I searched for the word monthly, only the monthly ones would show. Dang it, Mark. I’m leaning more towards one pipeline now. I am. This is really, yeah. If you use the frequency in the deal name, then it will put you in a position to be able to sort your pipeline.

Let me use one where you all can see. This is one pipeline that I’m using now. Let [00:55:00] me delete that. Let’s say for everyone I have their name. Let’s say I just wanted to see Jordan. I’ll do Jordan. You see when I search that it only pulls up the deal with Jordan. Mark, like I said, if you had your frequency in there, you could filter on the name, and then it will show you in that one pipeline where all your monthly ones are that you just go back and enter them weekly. Then they show you where all your weekly [00:55:30] ones are. That is probably the best approach to it.

We got a lot done today. We got a lot done today. How would you exit the automation and end the deal when the max was delivered? What I would do is you have to have checks, right? No, no. The max number is the same, it’s just the [00:56:00] frequency changes, yeah. When they go here, when the contact deal has changed. Let me refresh this and see if I can get to 12. You have the number of stages you have are the number of deals or the number of emails they’ll receive. Mark monthly. The number of stages are the number of totally emails. At the point where they’ve reached their max, we’ll be [00:56:30] able to see here … There it is, 12. It changes to the twelfth email. This is the final email that was sent.

What we could do here is now the first thing we can do is end the other automations where they’re looping. Okay? We can go brute force here, and just know that whenever they’ve reached their max, [00:57:00] just kill all other automations. That’s the brute force method, which is safe because it doesn’t matter what your frequency is. You need to be done with all of those looping, so that’s the safest one. If you wanted to be more granular, you can have an if else. Say if frequency is set to weekly, do this. If they received the last email, this is what this is saying. They have received the last [00:57:30] email regardless of frequency, okay? That’s what that means because they’re on pipeline number 12. I mean they’re on stage number 12, so they received the last one. At that point, we determine if we just want to end all automations, all looping automations, or if we want to take in actions specific to their frequency.

If that were the case, I would have some if else chains that say if they’re weekly, [00:58:00] if they’re monthly, if they’re whatever, then I can do my own actions. That’s how you would exit the other automations. Then at that point you may even want to mark the deal as one, or done, or whatever.

I would need to create autos like this for each number of the emails because the last email will be 4, 8, or 12. Yeah, exactly. What you would need to do is check [00:58:30] for when the contact pipeline stage changes to the 4, and then you would have another one for 8, and another one for 12. You have three start triggers. They’re going to enter this automation at 4 or 8 or 12. What you could do is if this one is my four is for the people who have like monthly or whatever. We can do this and look for their custom field, and say only the people [00:59:00] at four who are on stage number four and have the frequency set to weekly will enter this one. That means if you have the frequency set to monthly and you’re on stage four, you don’t enter in.

In that case, when you do this, everybody, this is a bit advanced. If this is a little much … Ask questions as we’re going through this, but we’re building upon a really advanced strategy. I’m just [00:59:30] now realizing this, and I don’t want you all to feel lost. Mark, is a power user. Let me put that out there, so this is not like something that you have to implement like tomorrow. Mark is building, and continues to build, and build, and build bigger, bigger, and more advanced automations.

At that point, you get what I’m saying, Mark, you have your entry point at stage 4, stage, 8, and stage 12, and then you’d have an advanced criteria that checked for their frequency. Then when they get in there, you can still end all three automations. It doesn’t [01:00:00] matter if they go through this action that ends in automation they’re not in. It doesn’t hurt.

The key is, everybody, everybody’s at a different level on Office Hours, so when it’s something that’s a bit more on the getting started with ActiveCampaign, there’s nuggets to be drawn from there. Then when it’s a bit more on the advanced power user end, like Mark is, what you’re looking for are just keys. You’re not looking to understand everything, [01:00:30] but you’re looking for little keys like, “Oh, okay, this is how I could use deal CRM, right? Oh, okay, I can use lead scoring as a counter.” You see what I’m saying? Without putting that mental weight on yourself to try to understand everything, just look for nuggets. That’s what we’re looking for.

We’re looking for nuggets that you can take and apply. I’m thankful for all of the questions because who am I to classify what nugget [01:01:00] you should have or shouldn’t have. Okay? It’s good that we have this type of communication and collaboration because from Bill asking about the landing page, to Tara asking about the lead page. I think we all got a nugget, like, “Oh, you just need to set it at 7:00 am. Oh, if I’m using a person, I should use their eyes to look towards the call to action.” Mark, “Oh, I can use lead scoring for counters. Oh, I can use pipelines [01:01:30] for tracking.” Right? So, there’s many nuggets here. You just need to pick one up. You just really need one good one per call, and you will be well on your way. All right?

“This is great, Chris, love … ” Yes, I love the collaboration as well, Mark. “Please send me the re-play link ASAP.” Yeah, will do. “I need to review …” Yeah, this one, it’ll take a few iterations because I feel like, Mark, we went through it at a top level, but when you start sending contact to it, we’ll be able to see holes, [01:02:00] and then make up for them. Yeah, most definitely.

Hey, everybody, the re-play will be up. Oh, let me give you the Vimeo link too, just so you all have everything. The Vimeo link you can check. Where is it? Off this hour, link, oh, that’s not the one. I’m sorry. I’m over my time here, and I don’t want to waste you all’s time. That’s the one. What [01:02:30] page do you have? There we go. You can check that these are uploaded within three to four hours after Office Hours. If you just want to check that raw link, you can go there, and see when this one is posted. Yes, you’re very welcome.

Yes, listen, this is Office Hours. For those of you that joined for the first time. Welcome, and [01:03:00] you’re welcome back. Please do. As you see, this time is best spent if we can continue to build on things that you’re actually doing. Listen, this is not Mark’s first time. This is not Bill’s first time. This is a continual process. These people, these guys, let me be specific, Bill and Mark, they’re going out every week. They’re building, and they’re trying new stuff, and they’re coming back with new [01:03:30] ideas. I invite everybody. It doesn’t matter if you ask a question or not. That has nothing to do with anything.

If you’re on this Office Hours, whether you’re watching a re-play, or you’re watching this live, the invitation for you to come on and ask your question is extended, and I will not retract it. I invite you, your questions, this collaborative nature and environment is very unique. It’s not like you can just go anywhere and get this type of collaboration on marketing automation. Try it. You will fail because I have many [01:04:00] times. This is why we created it here, but also automation is iterative, right? It’s not something that you done one time. It’s something that you do once, and then you adjust. Then you try something else, and you adjust, and you try something else, then you adjust. You see what I’m saying? Then eventually you get to the point where you’re like, “Oh my gosh, I finally have a sequence. I finally have a process set up in my business that’s working.”

[01:04:30] I’m on my soap box a little bit. We’re seven minutes over, but just let me say this. I just need to make sure you all know this. When people promise you “funnels,” or marketing, “Use the same system I’ve used to close 10,000 leads,” be very leery of that. I don’t care who it is. If you ever see me doing something like that, check on me. Say, “Hey, Chris, what’s going on? You’re sounding like that person you said you wouldn’t be?” Okay? What happens is, [01:05:00] when we look for a pre-made solution for our business with respect to marketing, you will always fail.

What you’re looking for is a template to get started. That’s it, and you take that template, implement it, and then you’re going to start making adjustments and changes based on your audience, and your marketing strategy. There is not one person in the world that can give you their strategy and it just automatically works for you. Even if you’re in the same industry because we are individuals, [01:05:30] and marketing has to be individualized. Your audience is going to respond to someone else’s audience. Even if it’s the same product.

Me and Mark can sell the same product, and I’m going to resonate with an entirely different group of people than Mark is. To try to be him, to try to be him, and do exactly what he’s done, I’m fighting a losing battle. What you want to do is use best practices. Use templates to give you a baseline to start, [01:06:00] but as you continue to build and progress, it’s very much going to be you personalizing it for your business and your marketing journey.

Mark says, “I have an idea. Everyone type into the chat their biggest take away. I think we’d all benefit from that.” If you all have time, I would love to know that to. If you just want to type in this chat the one nugget that you got. Listen, we’re in overtime. 11:00 is normally the cut-off time, but we’re in overtime. Every now and then I do that, depending on the flow [01:06:30] of the Office Hours, but if you’d like to participate in that. I’d love to know that.

When you do it, you know what, Mark? I realize, if you select the dropdown, only I can see it, but if you select the dropdown to everyone, I think you have to select, then they can see it. I’ll do it for you here. I’m going to post Mark’s in here. He says, “One of my biggest take aways is to set the time for delivery only once and all future emails will follow the same delivery time.” Yes, [01:07:00] now, that is small but so important. How many steps is that going to save you, right? And just the peace of mind that it’s going to save you.

Feel free. You know, what, Mark? I’m going to add that to my slide. Every Office Hours, I’ll put that in the beginning to let people add their nuggets as they go along. Tara agreed with that one, so you guys share the nugget. Yeah, listen, this [01:07:30] is what I’m here for. I’m here to educate and instruct you. I just want you to have success in your business, and I’m honored that ActiveCampaign is the tool that you chose to do that. I am here as a resource for you, everyone. Thank you, Mark, thank you.

I’m here for a resource for you to get this stuff figured out because I will tell you, there are a lot of people that are [01:08:00] capitalizing on what people don’t know from marketing automation, a lot of people. Okay, so you don’t have to fall victim to that. You have a resource here, and use it. This way everybody benefits. I can’t tell you how many people watch these replays and get so many nuggets from them. That is not me, okay. I’m the instructor, but this is you. This is you all’s mind on your business coming up with these questions. Without you and [01:08:30] these questions, I’m just some duded talking to this black microphone.

Thank you all for attending. Remember, Office Hours are every Tuesday and Friday. Tuesday at 10:00 am, Friday at 1:00 pm, okay? So, we do it all again this Friday at 1:00 pm. Feel free to jump in, register, and get on Friday, and ask any questions that you have, all right? You all have the link for the re-plays. [01:09:00] Mark said, “Best part of the day, and about to end.” Well, thank you, Mark. Thank you. I’m glad I could be a part of it. Yeah, Tuesday at 10:00 am, Friday at 1:00 pm, looking forward to seeing as many of you back as possible, and we’ll do it all again. All right, have a good one everybody.