Office Hours – July 7, 2017

Recording of Office Hours hosted by Chris Davis on July 7, 2017.


Chris Davis: … is computer. All right.

So, today, what I wanted to do was do a quick training on our new has been sent feature. I was … We’re publishing a guide on it as we speak and as I was reading through it something hit me. I was like, “Oh my gosh.” This is one of the features … Or one of the automation strategies that people have been using. The more advanced users have been using a combination of tags and [if el 00:00:25] statements but then I realized once we had this statement in, we could pull off [00:00:30] what we would call a pause and resume automation. And I want to show it to you just so you understand a very unique way or creative way to use the has been sent feature. I will preface this by saying it requires intermediate, at least intermediate knowledge of the tool and the space.

But don’t be overwhelmed because I will make sure that it is clear to everybody. And Emron, [00:01:00] absolutely, I will answer your question. Is Susan on? Yep, Susan, I got your question as well. And Bill. Bill, good to see you, as well. So, everything will be answered in this hour. I just want to go over this really quick with you all just so you kind of get a feel for this new feature beyond the basic usages that you’ll see us highlight in the guide that we’re going to launch, all right?

So, the first thing … You know what? I don’t want to start in ActiveCampaign because [00:01:30] I want to give you all some … I want to give you some context for this. If time’s allowed, I have a Q2. Well, we’ll get to it. Today I’m willing to go a little over, everybody. So I am here for you today. I’m feeling good on Friday. The sun wasn’t out and now it’s poked its head so we’re here. We are here. Bill, I see yours. Just [inaudible 00:01:56] how do I use it? Got you. All right. Got you, [00:02:00] Bill.

All right. So, why does this thing keep moving? Get out of the way. I already know how to do this. So, let’s say, for instance, you have some opt-in. Okay? And I’m just giving you this all for an example. And then once they opt in, you have some followup. Okay? Email followup. And once you have some email followup, and this is specific to the opt-in. So, we’ll say opt- [00:02:30] in related. Okay? Email followup. And what we’ll do is, we’ll just say you’ve got two. All right? This is where you kind of really see the power of the pause and resume is when you have multiple ways for people to get into your followup process. And then, we can call this long-term nurture. All right?

So, essentially, we have … [00:03:00] And maybe we want to have a goal here at the end. Should I put a goal? I might as well put a goal. What do I want to use for a goal? I don’t know. I have my own little goal graphic but this is not my personal account. What should I use as a goal? Decision? No. Well, okay. I’ll use a decision. Oh, that … Okay, anyways. Goal to purchase. I know I sounded like I was a man [00:03:30] conflicted within himself. I apologize. I was just trying to figure out the easiest way to kind of communicate this. All right.

So, for this, say we’ve got a goal of purchase and if they don’t purchase … No. You send them to some long-term nurture. This is a very standard followup, everybody. Okay? You’ve got opt-in number [00:04:00] one and opt-in number two. So, let’s say you’ve got a PDF and then maybe you’ve got an infographic or a cheat sheet. Okay? Either way. The goal is that when they opt in you’re going to send them a targeted followup specific to their opt in, right?

So, if this is a PDF about five ways to, Bill I’ll take yours, five ways to sell houses quickly, these emails are going to be specific to the five ways to sell houses quickly. But then, let’s say maybe Bill has [00:04:30] another offer that’s just kind of like a checklist, a house selling checklist. Now, this email followup is going to be specific to the house selling checklist. Okay? So remember, it’s all about targeted messaging, everybody. And the goal is for them to purchase. If they don’t purchase, then all paths will combine and we’ll send them to what we’ll call a long-term nurture. Okay?

So, and this long-term nurture can be however long you [00:05:00] want it. Some people are saying, “My long-term nurture means I’m sending one email a month.” Okay? Some people are a bit more aggressive. Previously, when I was at my previous startup, it was very aggressive. We were sending every three days for 90 days straight. So, whatever your long-term nurture is … It got loud really quick here. So, whatever your long-term nurture is, that’s what this signifies.

And here is where we want to … This is where we want [00:05:30] to talk about the start stop functionality. Okay? Start stop. And this is just one case. I know people like Edward have many cases. Many cases for this. So, the start stop functionality takes place right in there. All right?

And what we’ll do is, here’s why we want to be able to start and stop this. All right? [00:06:00] So, follow this logic. If somebody … Let me increase this. All right. If somebody is in my long-term nurture, let’s say they’ve gone down this path, opt-in one. And someone’s in the long-term nurture. Right? Maybe these are 5 emails, maybe there are 10 emails and they’re on email number 5. And then they opt in for something else. At that point, you want to pause where they’re at so that the only emails they’re receiving are what they opted [00:06:30] in for. Okay? Does that make sense?

Because you don’t want to mix your messaging. You want them, because remember, this followup is focused on them purchasing. Now, the nurture, this long-term nurture is focused on purchasing, too. Okay? But it’s going to be less effective. Because remember, the longer somebody is on your list, the less effective your emails and their potential to take action is going to be. So, as they’re [00:07:00] dropping down, their potential to take action is dropping as well. And that rate in which is dropping is all dependent on your copy and the relevance of your messaging. Okay?

So anyway. They’re in the long-term nurture at five. At email 5 of 10, they opt in for something else. We want to pause this. Stop getting these emails. All right? And we want you to only get these emails because there’s a chance you may purchase. And if you purchase, you’ll never go back into the long-term nurture. However, if you do not [00:07:30] purchase, I want you to resume … Oops. This is really stop and resume. I want you to resume where you left off. So the next email you get should be email number six. Right? It should be email number 6, 7, 8, 9, 10. Okay?

So, remember. I opt in here, I get emails one through five. Then I opt in here, they stop. I get these emails. Then I get email 6 through 10. [00:08:00] That is the functionality that I want to show you all today. If it doesn’t make sense immediately, that’s what the replay is for. And bear with me. Feel free to ask any questions in the chat. All right? So, this is where we’re at.

Now, how this works … Is Michelle on? Michelle’s not on. How this works, how this looks, is just like this. All right? If we take … This is … Remember, Michelle asked a question, which honestly, I just [00:08:30] saw this question being asked in our group. And you need a way to filter real and fake email addresses. And one way is to do double opt-in. And that works for if somebody’s filling out a form. But if you’re using the third part integration, you need a way to manually determine if the email is not only real, but if they’re engaged or not. Okay?

I’ve personally called this the single opt-in. But for this, the single double strategy. But this one, I’ve called the Michelle opt- [00:09:00] in because that was her question, but it applies. And essentially, we’re saying, if they subscribe or if they’re added to our database, send them the email. Give them up to two days to click the link in the email. If after two days what we’re going to do is see if they’ve clicked the link.If they have clicked the link, we’re going to wait a day and send them to this long-term nurture is what this is really is, is the long-term nurture. And if not, we’re going to send them an email reminder. [00:09:30] Okay?

And then we’re going to tag them as unconfirmed at this point. You could argue I could have tagged them up here as unconfirmed and removed it here when they clicked, but anyways. I’m going to tag them as unconfirmed at this point. And then, I’m going to wait here until they click the link in any of these emails. Okay? And it’s not until they click that link that they get the tag confirmed added.

And you know what I want to do? No, I want to keep this wait here. And [00:10:00] once they’re confirmed, then I want to add them to the long-term nurture. Okay? So, what I’m doing is, in this process here, I’m just ensuring that their email address is real. Okay? That’s what this function is doing. So, send them an email, wait until they’ve clicked the link for up to two days. You can wait for up to seven days, however long you want. And then once they click it, or after the two days that you said, we’re going to check and see if they clicked it or not.

If yes, [00:10:30] we’re going to send them to the long-term nurture. And if not, we’re going to send them a reminder, tag them as unconfirmed, and wait. They could be waiting here forever. It’s really up to you how long you want unconfirmed leads to wait here. If you have your engagement tracking automation setup alongside of this, we talked about that a couple office hours ago. While they’re waiting here, they’re going to be apply with the 30 days no action, 60 days no action, 90 days no action. Okay? All while they’re waiting [00:11:00] here. And that just puts you in a position to say, “Okay. I’m deleting these people. I’m deleting all unconfirmed contacts, all contacts that have the unconfirmed tag, and haven’t engaged for 90 days.” Okay?

And then, when they do click, they will proceed and … Oh, you know what I didn’t do here? Look at that. I didn’t remove this tag. Look at that. I just caught that. [00:11:30] Now, I’m going to remove that they’re unconfirmed and add that they’re confirmed, and then send them to the followup. All right?

Now, this followup is this, the long-term nurture where we have our stop and resume. I don’t know what I called it. Pause and resume. Okay. Pause and resume. Or whatever. I’m … anyways.

So, what does this automation look like? Here we go. Now, [00:12:00] everybody sees this. This is like the inverse of our sorting automation. Right? We have a sorting automation that if somebody checks a box, it goes through and looks at every option and makes sure that they set that field. Right? Like, if they check this box, we go through and say, “We want this communication.” If they check this box, we want this communication. It’s a sorting automation. But we can do the same thing for the has been sent. Okay? So just imagine.

Now, we don’t need a start trigger ever for this because it’s always started after [00:12:30] they’ve engaged. All right? Or after they’ve done whatever previous step they need to do. So they’re added here and the first thing we say is, “Have you been sent email number one? If you haven’t, we’re going to send you the email. But if you have, we’re going to skip this email and look for the next email.” Have you been sent email two? Okay? If you have not been sent email two, we’re going to send you email two, wait for a day.

Essentially, I’ll do [00:13:00] three just for the sake of this example. And then I’ll say … Email. There. I’ll just use that. Three day reminder. And I will use copy this one. If you didn’t know, you can copy by dragging. By dragging elements you can copy them. And then, I want to go here. [00:13:30] All right? So, by now you see.

So, let’s say … Oh, I’m sorry. And the first thing we want to do here is when they’ve opted in to something else, you write like they were here, they were in there. Then they opted in something else. The first thing we want to do here is stop this process. So, what I would do here is go into conditions, end another automation. I think I’m calling this one pause and resume. [00:14:00] Okay. I’m going to exit that automation so that no matter … Maybe they received the first one and they’re waiting right here and then they opt in for something else. Well, guess what happens? The second they opt in for something else, I stop that automation so they’re no longer in this automation but they did receive email number one. Okay?

So then, at some point later, I go through this. I could wait for up to two days but maybe it takes them eight days. Eight days to click a link. They click [00:14:30] the link, eight days. They’re marked or whatever. And then they’re sent over into the pause. They’re sent back. So what happens? They’re sent back into here. It says, “Have you seen email number one?” I say yes, so it skips down. Have you seen email number two? I say no, and then they get email number two.

So, it’s the combination of using one automation to stop your automation that you would like them to be able to pause and resume. So whenever they take that action, you [00:15:00] stop them in their tracks, like exit the automation. And their progress is saved by the has been sent function. I don’t know if I showed you all that. It’s has been sent the email. So that’s how we can use the has been sent functionality to be able to let people resume where they left off. Okay? This is exactly … And you can have as many emails in here [00:15:30] as you need. All right?

So I wanted to show you all that. In fact, let me share this with you all in the chat. Just something to chew on. Something to chew on because as we release more and more features, I try to think of really useful ways. And this is one … Like I said, this is more intermediate to advanced, but I have seen a lot of people ask about this. And now you have a means [00:16:00] of a framework, at least a baseline. And you can take this automation and customize it as you will for your specific needs.

But the theory, the idea is, I check to see has been, I’m using the has been sent feature to see whether or not I need to send them the email or skip it. Okay? So now I’m not concerned with how many times they enter it because if they have received all of these emails [00:16:30] and this, they opt-in for something and it sends them there, guess what’s going to happen? They’re just going to say, “Yes, skip. Yes, skip. Yes.” And then all the way at the bottom, if this is the end, I would just have end this automation. Right? And no, I would have an email.

Let me just show you what it would look like finished. Pause and, oops, and resume email number three. [00:17:00] Okay? So, this is what it would look like finished. Oh, Edward. Sweet work around I had … Yeah. I’d love to see how you update it, Edward. This is essentially, when you were doing your implementation, you probably had to use tags every time you sent something or a different criteria because we didn’t have has [00:17:30] been sent. So now, having has been sent does change things a bit. And I hope it makes it easier for you. I hope it makes it easier for you. And then we just go there.

So that’s what it would look like, right? After they’ve received the last one … I actually didn’t even need to wait for a day. I could just end the automation there. Move. Okay. Boom. Right? [00:18:00] So, yeah. Okay. Okay, yep. Edward said he was tagging every four emails. And that’s how it was done in the past. You’d have to tag after every email was sent. And then you’d have a condition that looked at the tags. This just eliminates one more … It eliminates a step and then it’s just a bit more clear to understand what’s happening. Have they been sent the email? If no, send them the email. If they’ve already been sent the email, skip the email and see if they’ve been sent the next email.

[00:18:30] So, let your mind kind of noodle on that, marinate in such a strategy. And think about ways that you can implement this or where you can implement this because it’s essentially just allowing people to select how and what messaging they want to receive from you. Emron, thank you. All right.

With that being said, let’s jump right into the questions, everybody. [00:19:00] We covered that fairly quickly. So, we’ll have that … Yep. All right. See you later, Edward. Thanks for being on, man. So, I just wanted to make sure you all had that. And now, questions.

Susan. Susan, I have your question. Yours came in first. Help me understand. Just give me a little bit of background of exactly what you are looking to do. You say, “My question.” [00:19:30] Oh, I don’t have my text X, text edit up. Your question was about goals, tags, and webinars. Goals, tags, webinars, oh my! Let’s see here. And let me do it like this. All right. Here we go. So, Susan. Okay. I have an automation that is date driven. Okay, great. And how is the date being set? Are you [00:20:00] setting the date in a date field in ActiveCampaign within an automation or are you just using the date kind of like in conditions?

Date driven automations. I think I have. While you’re checking. Okay. All right. No, the automation is set up to send the daily emails. Okay. All right. So, how do people get in? You’re sending an email [00:20:30] every day. It started May 29th and every day you want them to get an email? So May 30th, 31st. April, May. Then June 1st, 2nd, 3rd, 4th. Like forever?

Yes. It’s set up until July 25th now. All right. Let me get this right. Susan, it sounds like you want to send [00:21:00] 365 emails? Okay. And based on when someone opts in … Yeah. What does the date have to do with it here? Because you want it to be automated or retroactive? They need to get the most current day’s email. Okay. [00:21:30] Let me think about this for a second, Susan. You have an automation that’s date driven but they need to get the most current day’s email. So, not start on May 29th. So what you’re saying is, you’re not sending these emails out the day that they’re fresh. You’re pre-loading these emails for an entire month in advance. [00:22:00] Okay.

So, you’re pre-loading the emails and what you want to do … So, really, when you say you want them to get the most current, it’s really most current to them. Let me see. I will have 200 people coming in this week. So, just one clarifying question. Why not send this live? Like every day just send it in the morning at a specific, like set it as a campaign? [00:22:30] That’s the only part I’m unclear on. And welcome to office hours, Susan. Because my client wanted an automation and it’s with a video. Oh, because they wanted an automation. Okay.

I will admit, an automation is probably overkill for something like this and is going to lead to a lot of, [00:23:00] probably a lot of issues, a lot of potential issues. It’s going to require a bit of babysitting. But I’ll show you how to do it. I’ll show you how to do it, Susan, because you may have a strong case in what we’ve been talking for five minutes so I may not know everything about it. But just based on what you’re telling me, you’ll have 200 people that you load in. And essentially, once you load them in, they would need to go to [00:23:30] that day. And maybe the … So, you have pre-loaded … Let’s take this for an example, Susan, and just check my logic here.

I’m going to use 30 days. Okay? And you can extract it out to 365. It’s just July 7th. Let’s say you pre-loaded July 7th all the way to July 30th or 31st, right? Whatever this month is. Okay? So, you’ve got 21-ish emails pre-loaded in an automation. And what you’re saying is, [00:24:00] if someone opts in on July 10th, they need to get July 10th’s email. If someone opts in on July 12th, they need to get July 12th’s email. All right? Okay, yes. Great, great, great.

And I would imagine then, in these emails, perhaps the video is referencing the exact date. All right. I got it. I got it. So, this is an interesting one. I’m [00:24:30] going to leave the start trigger blank for … No, no. I’m not. No, I’m not. I’m going to use a global one that says subscribes to a list and I’m just going to act like, I don’t know, another list. How about that?

So, now, okay. Go with the [vacant 00:24:46]. These will work well as an option, wouldn’t it? Yep. It has to be in an automation. Yes. Katrina, you beat me to the punch. Katrina wins. We can all go home. So, this is what it would look like, Susan.

Goal is, we’ll say, July [00:25:00] 8th. I’m going to use tomorrow for a start. Katrina says, “Don’t go home.” July 8th email. Okay? So, what we’re going to do is say, we’re going to need three conditions here. All right? What did I say? Oh, yeah. Date. And let’s just for the sake of this I’m going to use my month instead of the contact’s month. Okay? Current month is July. [00:25:30] And what do we want to do? And the current day of the month. Current month. Current day of the week. There it is. I’m sorry. Day of the week. No, I don’t want that. I’m sorry. I want day of the month. Day of the month is the 8th. [00:26:00] Okay?

So, if it’s July 8th and why not? Let’s add a time. Okay? And the current time … Let’s do it every morning, Susan. I do it at nine. I’ll let them, they may be late risers or early rises, wherever you are. All right. So, if it’s July 8th at 8 AM, what’s going to happen is, you’re going to wait until the conditions [00:26:30] are met. You better. And then we’re going to send you an email. This is going to say, July 8th. Okay?

And then we will do … it will save and exit. I’ll do three of these, Susan, just so you can kind of see it. And then from there, you’ll be able to … You’ll see exactly the strategy. You’ll know exactly what’s happening. And then I’ll show you how it’s going to. So, I would do this. Don’t create the goal from scratch. Just drag it here [00:27:00] and copy it. Copy single action. Hit okay. That way, when you go in here, the only thing you need to do is change eight to nine. There you go. Right? And hit save. Wait until the conditions are met. This is a really … This is a variation of the webinar followup I showed you all how to do. And then do July 9th email. Okay?

So, [00:27:30] what Susan is doing, everybody, is she’s going to do kind of a batch process. Instead of doing it every day, sending it live, what she’s saying is, “You know what? At the beginning of every month,” or whenever you do it, Susan, “I want to sit down on dedicated hour or so, put these emails in because then that frees up my time.” Susan is essentially cloning herself. She’s creating 365 of her that’s sending this email out every day on target or on [00:28:00] time, I should say. And the videos and everything are being recorded ahead of time. So, there’s a lot of planning that goes into what Susan is doing. But since she has that down, she can now leverage this type of sending to free her up for the month or the year, however many you want to do. And make sure that the emails still go out. 10th [00:28:30] go here and select 10. All right. So by now you get it. Hit save.

So, you see, we have a goal in between each email send. And what that’s going to do is, when someone subscribes, the first thing they’re going to do I hit this goal and if it’s not July 8th, they’re going to wait here until July 8th. If it’s after 8 AM, they’re going to wait here because they missed their time. So, if it’s after 8 AM on July 8th, they can now [00:29:00] never receive this email, everybody. Because what’s going to happen? They’re going to wait here until a goal below them is true. What’s the next goal that’s going to be true? Is it’s going to be July 9th at 8 AM. So when July 9th at 8 AM is true, they’re going to jump down here, skip this email, and now get this email. And then they’ll just keep waiting and getting each email as is.

So, Susan, you would have, if you did it in one automation, you’d have 365 of these. [00:29:30] If you wanted to split it up and doing it by month, have one automation like maybe I want this to be July emails, which may be a little easier to manage. You could do it this way. Then you have 12 automations and in each automation you have 30 emails separated by date based goals.

And this way, like I said, if they opt in here and it’s July 9th at 12 PM, what’s going to happen? They’re going to [00:30:00] wait here until it’s July 10th at 10 AM. That’s the next goal. And when that happens, they’re going to skip this email, skip this email, execute this goal, and get the July 10th email. All right? That’s how you do it, Susan. Let me call this Susan Daily July Emails. I’m going to share this with you, Susan, so that you can import this into your account and you don’t [00:30:30] have to start from scratch.

Yes, absolutely. Susan, anyone new coming in is going to wait at the first goal until either the first goal is true or any goal below it is true. Okay? That’s why we configured this wait until conditions are met. [00:31:00] That’s what prevents them from just flowing through and getting the wrong emails. So, they’re going to wait. If it’s after July 8th, they’re going to wait here forever. Right? But since these other goals allow them to jump, it takes away their forever and says, “Hey, it’s July 12th.” And they would jump all the way down to July 12th and skip all the previous emails. Yep. So the answer is yes. Anyone new coming in will wait until a goal below them is met, Susan. Okay. [00:31:30] Great.

Put this into play, Susan. I would love to hear how this works for you. So, now I have wait conditions as one day. Should I remove those and do … Yes. Oh, please, Susan, please. Please use goals because if you have wait one day, they won’t be able to jump. Right? Like, if it’s July 9th and I opt in, it’s just going to wait a day and I’ll get July 8th’s. And then I’ll kind of be [00:32:00] behind forever. So, what the goal allows you to do is couple that wait with a jump function. Okay? So, yes. Do build it just like this. This is exactly how I recommend you build it, Susan. All right? Oh, no problem, Bill.

Susan, you said you had one more question. Go ahead. Fire it off. And while you’re doing that, I am going to show [00:32:30] Emron how to do … So, really, Emron. All right. I already have say 50 people in the automation. Yep. Will this affect any of those 50 or will all 50 plus all new follow the new goal? Here’s what I recommend, Susan. I recommend starting a new automation with goals in it. And then taking those 50 people and adding them to that automation and [00:33:00] stopping them in the current automation using the bulk editor.

Let me see. Let me see if I … I don’t know if I have anybody in my list in this account that’s waiting for something. Let me see. I don’t even know. Well, here. Here’s what … Okay. Here’s what I mean, Susan. So, those 50 contacts. You know [00:33:30] how you can go to an automation and see where people are waiting? You click on that number and then it’ll bring up all 50 people like this. You select edit all and then add them to your automation with your goals in it. Okay? Add them to that automation. So now 50 people will be waiting at the top goal until it’s satisfied. And then they’ll proceed on. All right?

And then the second thing you need to do is go back into that automation [00:34:00] and click on that 50 for those 50 people. And this will come up again. Go to edit all. And then do remove from automation and take them out of your current automation, so they’re not in two automations. So, that’s what you’ll need to do. You’ll need to run a batch process on those 50 contacts by going into the automation at the wait state that they are, selecting it, and adding them to your new goal divided emails, daily emails. And then going back into that same automation, [00:34:30] clicking those 50, and then ending that automation for them so they’re not in two automations at once.

That is how I recommend you do it. Great question. That was a really good one. Ah, yes. You’re very welcome, Susan. You are very welcome. All right. Emron, you had one up here I think. All right. QR code for a form.

So, this one I want to … [00:35:00] Let’s think about this, everybody. What Emron wants to do, which is [clever 00:35:05]. In fact, Bill, you could probably use this in real estate. I’ve seen real estate signs with QR codes. How a QR code works is, when you scan it, it takes you to a URL. Okay? So, if you want a QR code … Okay, good. I should’ve known, Bill. So, when you have a QR code, all you need is a URL.

So, Emron, what you can do is one, [00:35:30] you could just use this one. You can use this URL right here. To the form under … I did that really fast. I’m sorry. So, go to the form, like let’s say a walk-through. Select the drop-down and do integrate. And then select link. Copy that and then if I do QR code creator. What I can do is, as I’m creating my QR code, it’s going to ask me for … [00:36:00] See? Web URL. I’ll put my ActiveCampaign form in there. You can do it as is. And now this code, whenever it’s scanned, is going to go to this URL. If you don’t want to, yeah. Bill says they mostly look nice on the yard signs. I agree. People … I’ve been one of those people, Bill, that walk through a neighborhood, see a house and I scan it with my phone. So, yep.

So, all you need is a URL. And this URL could be a landing page. Right? It could be a landing page [00:36:30] that has a form on it. So, this is the next webinar that I’m running. I could easily take that URL and say that’s the URL I want for this QR code. And then, when I save it out, somebody scans it, they’re going to go to this page on their mobile device or whatever device they’re using. All right? That’s how you do that one.

I’ve got Bill and [00:37:00] Brandy. Oh, hey, Brandy. Oh, let me see, Emron. Okay, thanks. Great. You’re very welcome, Emron. You’re very welcome. All right. Where were you at, Bill? Okay. Listened to the podcast this week and it is simple. How do I use AC to build my wife’s real estate business? Yeah.

So, many case, I think ideally, at the end of the day when we talk about real estate, it will be … [00:37:30] One is, if you have a specific process that we could start there. But overall, Bill, you’ll want to use pipelines. You’ll want to use pipelines and stages and your stages should reflect, of course, the process of she’s selling homes [inaudible 00:37:51] yeah. Real estate but yeah. Selling homes, right?

So, one easy thing that I can see, Bill, [00:38:00] is when they … I’ve been waiting for a use case for this one. But let’s do Bill real estate form. Okay. And this is a form on our website for people to contact her for a specific house or whatnot, whatever it is, right? What I would do is, [00:38:30] right here is where I would add a deal. Oops. That’s one way, right? In create. Now, whenever this is filled out, whenever the form is filled out, they’ll immediately be added to the to contact stage. Right? And then we can send off all kind of other communication. We can send off an internal notification for her with their phone number saying, “Hey, new lead just came in. Give them a call.” They can send it out to somebody else. And then, as she goes through that [00:39:00] process, she can move them through.

Most important activity is getting listing appointments. Yes. There’s another … About how many … Does your wife have one of those, like the MLS where it’s like multiple listings or does she have a finite number of listings at a time? Because that will adjust my advice here. For instance, I’ve dealt with a real estate agent and [00:39:30] I just get … Yeah, they just send me listings as soon as they hit MLS. And then I’ve dealt with other real estate agents that I want to say hand select from the MLS. And these are the properties that we’re currently showing or I currently have. So, instead of getting constant MLS notifications that they send to me, I can go to their website or they’ll let me know, “Hey, I just picked up this new appointment, [00:40:00] this new property.” I will be sending out. I want that on a per week of [inaudible 00:40:04].

All right. So, you’ve got MLS going. And essentially, what you need to do is automate the scheduling of these appointments. Which automating that is going to be tough because I would imagine you have to coordinate with the home owner at time and times can be fluid. So the best thing for that would be to have to the deal created, add it to the to contact stage, and [00:40:30] have it send out to your wife or somebody on her team to call them and schedule a time to see the listing. Right? Because then I would have a stage in here saying, time scheduled. Okay?

And then in there we could have a custom field that has the date that the appointment goes. And then you can have a date based automation that sends them a reminder or a text message one [00:41:00] day before. You could use … I mean, Bill, if we look at a house showing like an event, like a webinar or something like that or a live event, you can then also add reminders. Right? So, on the contact … Oh my goodness. I see. I see more and more possibilities the more I talk about it.

But on the contact record, we could have a custom field that says scheduled appointment. Right? And that’s a date. So, I’m on the phone with them. I got the deal. I’ve got their contact record open. And [00:41:30] I’m like, “Okay. What time … What day would you like to visit?” And I can go here into the event date and they tell me. I say, “Okay. I’ve got you down for the 27th.” And maybe I have another custom field that shows the time. Right? And I can save it right into their account. And then I can at least send a one day reminder. Or, I don’t know how far out you’re going. But I can use this event date to send text based reminders to them. Okay?

[00:42:00] That’s one way. And then, of course, when you’re sending out postcards, most definitely send … Oh, Bill, let me see. Oh, it’s WordPress. I highly recommend with the postcards that you send them to a landing page. So a page like this or whatnot. But the goal would be, Bill, if you could do this … There’s a way to do it with WordPress, but I don’t want to be specific to WordPress, but … Personalizing your landing pages using direct [00:42:30] mail is the best way to increase your ROI. All right? And I am a proponent of direct mail for pretty much any business on earth, whether it’s a thank-you card or a postcards. Okay? We can make a landing page on WordPress with thrive themes. Okay.

So, I don’t have time … This is outside of the scope of ActiveCampaign, [00:43:00] but I want you, since you’re using WordPress … This is technical, Bill, but I’m just going to throw it out there just for you to look at. Everybody, I have to put the this is technical stamp on this one. What that’s going to allow you to do, Bill, is let’s say you were doing your postcards specific to a location. So, now, if it’s let’s say North Side, I can have location equals North Side. [00:43:30] Okay?

Now, this URL, although it’s loading the same page, this tag, this question mark where location equals North Side, I can then merge this data North Side into my landing page or into your thrive themes page using that plugin. So now, you do that. Okay. We send them to … Okay, okay. You send theme to [Airies 00:43:54] and zips. All right. So now when they come here, maybe it doesn’t say free live training. [00:44:00] It says free North Side training. I can personalize it. And the beauty of that plugin is maybe you have location and then maybe there’s something else. You can put multiple tags in the URL and then populate dynamically your landing page with it.

Very technical stuff. I just wanted to mention it because the way to win in real estate, in [00:44:30] direct mail is to send them to the most highest personalized landing page as possible. And the key with direct mail is, you already know who they are. So you’ll have maybe three different URL, four different URLs for each side of the city. And maybe you just want to use the city instead of location. You want to say city. And then once they go to that page and see the name of their city, it’s going to increase their [00:45:00] conversion rates there. So, I can target mail to just owners. Okay. Or to those who bought an exact … So, whatever … Bill, the magic here for you is, for your mailers … What are you using to build that landing … This is … We’re using, internally we’re using … What is this called? Instapage. We use Instapage for this one.

Now, Instapage has this functionality built in, which would make it 10 times easier, man. Instapage has the ability to do this. Yep. [00:45:30] Instapage. Has the ability to do this native. So you wouldn’t even need the WordPress plugin. So, if you go the Instapage route, inside of their platform you just put it in brackets like location, you put the word location in brackets like this. Location. And then, you put it wherever you want it to appear on the landing page. And then what it would do is it would look up in the URL and say, “Okay. I see location.” And it will take this value [00:46:00] and place it there for you. So, that’s it. That is Instapage. Let me click your link and make sure. This is it, Bill. This is it.

So, this is going to be the key to your success is being able to customize that landing page from your direct mail. And when you do, Bill, you have to let me know how this performs for you. Because I’m very interested. I’ve seen it work really well for direct mailing efforts. Especially, [00:46:30] just another bonus, I’ve seen the yellow legal … Well, it depends on who you’re sending it to. You said people, yes, who haven’t bought a house. I’ve seen the yellow legal … What is it called? Legal pad. The yellow legal pad paper. There’s platforms that can emulate your handwriting and will send out handwritten letters on that yellow paper to your prospects. They open it. It feels very personal. If there’s [00:47:00] a link that they can go and find out more, they go there, they see content that’s personalized to them. I’m telling you, man, you would crush the competition, man.

Yep. Yes. Yeah, exactly. Yep. Katrina says, “Check out send out cards, too. I think they do that as well.” All right. Good stuff. Brandy, I thought I saw you have a question in here. All right. Yes. [00:47:30] No problem, Bill. No problem at all. Brandy. Oh, here we … Okay, wait a minute. Are you … Oh, you had one to are you using a basin account with [Lucy 00:47:39] chart? Yes. I am using Lucy chart basic. Personally, I have paid for Lucy chart, though. So I have whatever their lowest plan is. But this is the basic. You can do everything you need to do. Well, actually, this is not … This is my team account at ActiveCampaign so this is a paid one, too. [00:48:00] So I guess I don’t use a basic, Bill. Sorry.

All right. So, Brandy, about Zapier. I think what’s happening … I may have emailed you back too late. So what’s happening? Because it only gives us the option to add a contact that isn’t already on our list to our webinar. We can’t the zap to work when we add an existing contact to a specific tag. Yeah. So, on Zapier, this is what you’ll want to do. Just let me know if it’s set up like this. [00:48:30] Let me know if your Zapier is set up like this. Zapier. Because this is the only way it would work is if I do … Yeah. This is a old one. And this worked for me. You would have to have ActiveCampaign as a trigger and you would have to use the new contact added or updated.

[00:49:00] Is that the option that you’re using? Because if you select new contacts added to list, it won’t work for existing contacts. So it’s got to be new contact added or updated for it to run on pre-existing contacts in your database. And at that point, when … And essentially at that [00:49:30] point, any time the contact is … All right. Let me see. Yes, it is, but only new contacts are being added. Is it possible that I messed up and added the contacts to a form instead of a list?

Oh, so when this happens it’s only existing … And you’re using lead pages, right? You’re using lead pages. There’s something in between. It makes a list of subscribers added are updated [00:50:00] in this list. Yep. Did I create a [retrostrect 00:50:07]? Let me see something. New contact is … No, this is what I want. There is another way. Oh, I’m sorry, Emron. Let me see. [00:50:30] Let me get this. Get her question. Where is it? All right.

So, what’s happening here is that we’re using zone for webinars and what Brandy wants to do is every time someone registers via her landing page, they’re added to [00:51:00] ActiveCampaign. And when they’re added to ActiveCampaign, she wants to send them via Zapier here, create a registrant for their webinar in Zoom. Okay? But what’s happening is, existing leads, so contacts that are already in her database are not being registered but new lead are. Okay?

So that’s why I was thinking that it was because [00:51:30] we had contact added or updated. But the second dimension here, Brandy, is selecting a list. So, since you’re doing a form in lead pages, what you would have to do is make sure that this list matches this list on your form. Okay? Let me see if I can do it. Marketing webinars. Oh, that’s in an entirely different account. So never mind. But so, since this marketing webinars list, [00:52:00] in my form, I need to be … Since you’re using a form, you need to have it selected to marketing webinars in your form as well. Because what’ll happen is, Zapier is going to look only for contacts on that list who have been updated. And if they have been updated, it’s going to automatically fire this trigger event and create a registrant.

Now, with that comes some danger. Right? Because if you use a master list, that means anytime [00:52:30] somebody does anything on this master list, they’re going to get this, be registered as a registrant, register for your webinar. So, what I will recommend is that you have a list specific to your webinar. Okay? So if your webinar is July 18th, I would have a list in ActiveCampaign that says, “July 17th webinar.” And that’s what this zap [00:53:00] would be hooked up to and that’s what ActiveCampaign’s form will be hooked up to.

Now, anytime somebody registers and is added to that list, they’ll be sent to register for the webinar. Okay? Okay. And then after the webinar, add that back to the master list. Yes. So, adding them to the master list is going to be … I would do it a little different. So, you’re going to have a webinar followup. Right? [00:53:30] And what I would do is, in my followup, when I’m sending emails to people who have attended or not, I’m waiting for them to open a email or click on a link. I’m looking for engagement. Because if somebody registers for your webinar and they’re added to this webinar list, and they never engage with any of your emails, I would not add them to the master list.

Especially if you’re using traffic like paid traffic strategies because there’s a good chance that they’re not reachable [00:54:00] because either the email doesn’t exist, they use a faulty email just to kind of see what you had to have, had to give. And if you don’t wait for that engagement before you move them over, you could potentially be adding dead leads to your master list and thus bringing down your deliverability and the overall effectiveness of your email. So it would look like something … You could essentially have a simple automation where … [00:54:30] I’m just going to build this as I talk. I see it in my mind. It may not execute the same way.

We could do something like this, right? Subscribes to that marketing list. Oh, oh, definitely not masters. Live events, right? And then, we can do this. Wait until … And you can get as specific as you want, but I’m just going to say has opened [00:55:00] any campaign or email, or actions has clicked on the link, any link, any campaign. Honestly, at this point, it doesn’t even matter to me. I just need to know that you’ve … Since you’ve registered for my event, I want to know that you’ve taken some action. And then once they’ve taken action, I can then do this. Unsubscribe them from this list. [00:55:30] Or you can keep them subscribed to that list. It doesn’t matter.

The biggest point is this, that you subscribe them to your master list. So, I don’t even want to do the unsubscribe. I don’t want to do that. That just makes things difficult. Now, this simple automation is going to be your gatekeeper. It’s going to be your gatekeeper. Whenever somebody registers for your event, it’s going to wait until they’ve opened or clicked an email. And this is proving A, your email exists, [00:56:00] and B, you’ve engaged with me since registering. At that point, yes, you can be added to my master list. All right?

I’m going to call this the Brandy event engagement filter. How about that? BEEF. We got BEEF. All right. We’ll call this BEEF here. And [00:56:30] let’s do Brandy. And I will share this with you, Brandy. There we go. Copy that. And BEEF automation. There you go. All right. It should be in there. Yes, you’re very welcome.

Great. This was great. You know what? I had [00:57:00] an automation like this in mine. Everybody, Brandy brings up a good point. Some of our integration, some of our third party integrations, I know click funnels is one of the bigger ones that people always talk about. But they integrate at the list level. So you’ll definitely want to have a BEEF automation set up to act as that gatekeeper, everybody. I can’t stress that enough. You’re looking for engagement from every single contact [00:57:30] before you start sending them ongoing communication.

And look at this. This is just a start trigger with two steps, but this is very powerful. This is essentially keeping your master list clean of dead leads that come in through this means. Okay? So, let’s say you had, maybe you had a landing page platform like Instapage, Bill, that integrated directly with lists only. So, I would have a list for all landing page leads and I would have this. [00:58:00] So, maybe 1,000 people are here and they’ll wait there forever until they click a link. And click a link or open a email. You can be as strict as you want to. You can eliminate the … Or, and just say, “You better click a link. If you haven’t clicked a link, you’re not getting to my master list.”

Now, what does this list now become? This list now becomes people who have taken action but have not engaged. You can do anything that you want. You can use [00:58:30] this as retargeting. A lot of people are like, “Yeah. Just re-target them on Facebook.” Not so fast. Think about this, everybody. They haven’t taken action, so why would I want to re-target them with a chance that they’ll take action when they already haven’t already? Right?

So, what a lot of people don’t understand with targeting, you can add them to your negative list, your elusion list. Okay? So now, since you already know these are dead people … [00:59:00] Not dead people. These are tire kickers, our inactive leads. You can add this as a custom audience as an exclusion list so that you don’t put more communication in front of them since they didn’t take action. Okay?

So it’s not … If anything, especially with paid media and just lead generation strategies, it will be a disservice of mine to you [00:59:30] to not teach you about exclusion lists. You won’t hear it often because a lot of people are just all about, “Put your add in front as many people as possible. Look at my click through rate. Oh my gosh. My opt-ins are amazing.” But if you haven’t run paid media, you will be surprised at the amount of faulty leads that you get from disruptive marketing. Okay?

So it is very important that once somebody … I think that was Maya Angelou, right? If somebody tells you how … I’m butchering this. [01:00:00] If somebody tells you how they are, believe them. Something like that. It was something simple. If they’ve taken action and not engaged, forget them. Forget them. Let them be. Go find some … There are literally billions of people in the world. Go find somebody else that will engage. And you’ll find that your marketing is a lot easier and it’s a lot more effective. All right?

Oh, thank you, Brandy. Katrina’s [01:00:30] laughing at dead people. Yes. I see dead people. That’s what you all should say when you have this automation set up and you see the number queued here for 500, 35 people here. You just, in the back of your mind, I see dead people. Because they are. They’re not doing anything.

So anyways, that’s my safe advice for you all. Don’t want to get into paid media strategy because that goes beyond the breath of ActiveCampaign. But the goal is, I want you all to be [01:01:00] able to keep your ActiveCampaign account as clean as possible to ensure the highest deliverability and engagement with your emails. Because they all deserve to be seen and acted upon.

With that, thank you all. These were really good questions. I feel like we went down so many use cases in this one that everybody had to get at least two nuggets today. At least two. Thank you all for attending. I hope you had an amazing week. It was kind of [01:01:30] a weird one for us because we had, in America, we had Tuesday off, everybody. So, we were in on Monday, off on Tuesday, then back on Wednesday. It’s just kind of thrown everything off. But I hope you had an amazing fourth.

Hey, Katrina, it was Canada Day, right? Wasn’t it Canada Day last weekend? So, if it was or Canada … I’m going to butcher the holiday. It was a holiday in Canada. So, happy Canadian holiday. Happy belated Canadian holiday. Our 150th was on Saturday. [01:02:00] Yes. So you had Monday off. Yeah. So happy 150th, Katrina.

So I hope everybody’s week was well. And have a great weekend this weekend, whatever you do and enjoy your family wherever they are and how many ever they are around you. And I am back next week, Tuesday at what? 10 AM central, Friday 1 PM central. Yes. Katrina, that is the tagline. [01:02:30] Whenever you automate, automate responsibly. And have fun, everybody. Have fun. So, you’re very welcome, Brandy. You’re very welcome, Emron. Very welcome, everybody. Have a great weekend. Be safe. Come back and report on what you implemented. I look forward to hearing from it. All right. Thanks again and take care.