Office Hours – June 2, 2017

Recording of Office Hours hosted by Chris Davis on June 2, 2017.


Chris Davis: All right, here we are. We’re live now for ActiveCampaign Office Hours, and the floor is open for any questions that you have regarding using ActiveCampaign, features, insight on your automations. If you had a process that you were thinking about using and just haven’t got around to building it out or something that you’re building out and kind of got stuck, it really doesn’t matter where you’re at. I’m here for your help. I’m [00:00:30] here for your support. So use me. Leverage me. Utilize me. We have an hour, but again, I won’t hold you. I won’t hold you to that hour if all is well and all is working.

While I’m waiting for any questions, I wanted to show you all a couple new features inside of the application that you should be aware of. A couple of them, I am testing right now, so [00:01:00] I don’t have the full story on them. But the first one I’d like to highlight is when you’re creating an email, you can now be a bit more aligned. Alignment in emails has been made easy by using this snazzy Snap to Grid. Use Snap to Grid and whenever you’re resizing something … Hold on. There we go. Whenever you’re resizing something, [00:01:30] you see how it’s kind of at specific intervals. You see how it kind of jumps and snap into a grid. When I take that off, it’s how it usually was, if you want to a little more granular control. That’s one feature.

I don’t know if you all have seen this, but this is another nice little update, is now when you send a test campaign, we automatically add the test. Very, very small [00:02:00] addition that has major impacts because I don’t know about you, but I often send myself or others my email so that they can proofread them. In fact, that should be a good rule of thumb, is that you are never the sign off person of your own email. If you are, at least send a message to yourself, so you know how it’s going to appear in someone else’s inbox. It’s very scary in marketing for someone to see your stuff for the first time ever. You should [00:02:30] most definitely be the person that sees your stuff for the first time. All right?

We’ve got Snap to Grid, we’ve got the test that appears when you’re sending test emails, and bigger updates are if you’re on a professional plan or up, or a free trial, you will see a new setting called Conversions. [00:03:00] Your conversions are … If I add a conversion, it’s essentially, you’re giving it … You can give a conversion a name, a value, and then it’s URL specifics. A lot of people, a lot of payment platforms, after a payment has been received, will take you to a thank you page, and they will have the variable revenue, and it will look something like this, rev equals 100. Okay? Now you can count that as a conversion, add the value. Let’s do it different. Let’s say rev equals 200. [00:03:30] You can now say yes, that’s worth 200, or if each product has a specific thank you page, and this product is a e-Course Brand-it. That’s in the URL when someone purchases the e-Course, and you know that it’s worth $25, or $250, so Brand-it [00:04:00] e-Course.

Now, with this setup, when someone visits this URL, it’s going to trigger this conversion. This conversion is just the beginning of ways that you’ll be able to see later, how many people are converting and when was my last conversion. It’s not limited to just that because if we look at some contact records, I’ve got some fake contacts in here, it will also show … Now, you’ll see we’ve got a new [00:04:30] blue icon that says the conversion has been triggered. This is my test conversion. What you’ll see is, you’ll see how many times, if you set it up for the achieve it multiple times, but now, you can see how many times they have achieved this conversion as well as the touch points. Touch points are UTM parameter-based, so if they came from Facebook, that would be a touch point, and that would show here. Next to the conversions, you can see all of the things that they’ve [00:05:00] touched after the conversion that didn’t lead up to that conversion point. Be on the lookout for more documentation on attribution, which involves conversions in the contact view as well as the settings, but is not limited to, also being used in automations.

This is a three-headed monster [00:05:30] here. It’s a little “buried,” but for instance … Oh my gosh, what is this? Let me just start a new automation. I don’t know what I was doing with that one. Check this out. We can now say if a conversion occurs. That conversion can now start another automation. It can end another automation because if the first time someone [00:06:00] triggers this conversion, I can easily go in here and tell them to end … Where is it? End other automations, or start, start or end the other automations. Within the automation, we have convert. We can use the conversions that are already in the application, or we can create a new one just right here. If you click on that, you give it a name, [00:06:30] a value. Let’s just say Purchased Coaching, and I’m a top-notch coach. 25K, how about that? Don’t judge me. Then I’ll hit Create. Now, whenever someone … You know what’ll be interesting is do they wait here forever? I don’t know if they wait or if they just pass through this. Like I said, this is fresh [00:07:00] off the press, so we’re still doing some intensive testing and marketing … Oh, I’ve got a question.

How is a conversion different that a goal? Mm-hmm (affirmative). Mm-hmm (affirmative). Sylvia, great question. Let me show you. Conversions are … The main difference is the value, like you said, because even in this case, where … Let me change this start trigger ’cause that just looks confusing, that a conversion element starts [00:07:30] and leads to another one. That could be confusing. If I do a goal, now watch this. Watch this, Sylvia. Enrolls in course, and who cares? I have a tab and we’ll just say customer. All right. Then in my goal, I can say trigger this conversion when this goal is achieved. Now you’re saying I can link the two. I can link a conversion with a goal or just leave it as is.

[00:08:00] Now if I do that, Sylvia, here’s what will happen. It will show all of the conversions that I currently have, and I’ll click that. Now, let’s read through this. When someone gets this customer tag, and this goal is positioned below them, they will wait until they have triggered this conversion. I hit save, [00:08:30] and the difference is this conversion, and we’ve got the blue, indicating this is a conversion goal, what this does is it now gives us conversion revenue data on the contact record. Okay. That’s what it does. In fact, I just realized something. I believe … Oh, wow. Watch this. Convert this action [00:09:00] is actually triggering. This is a trigger. It triggers a conversion. Perhaps you have a path, like an if/else path. Let’s just say this. Ah, I’m starting to understand it all on the fly now, everybody. Tag is commerce customer. Then, trigger this conversion.

Okay. Now we’ve gone [00:09:30] full circle. When you go into settings with conversions, this is more so like Global. It’s not automation specific, and it’s URL-based, and every time they visit this URL, you can see here, if I go into here, and say, “See my triggers,” these are all the URLs I’m looking at. Any time they trigger this URL, it doesn’t matter where they’re at in the journey, it’s going to trigger this conversion. That’s one way. Another way is … [00:10:00] Act as if this isn’t here. If they’re going through and they meet a condition within an automation, I can also trigger that conversion. Okay. Conversions, they exist in settings, but they’re not limited to because they also live within automations, so you can have a very specific criteria that needs to be met in an automatic dynamic fashion, and when that criteria is met within an automation, you can trigger that conversion. In that case, it could start other automations or just [00:10:30] show in, because now that I’ve created it, I probably have to go in here un update that … Oh, no. I did put the value. That’s right. Look at that.

This goal is linked to this automation, and it triggers this conversion. Look at that. I mean goal’s linked to it, and automation’s linked to it … and I can have trigger events, so pretty cool. This is part of our attribution feature, everybody. Like I said, it launched two days ago. [00:11:00] Two days ago, still very new, and as you see, very powerful. This is just a toe in the water of measuring your performance, making measuring your performance easy in ActiveCampaign. Eventually, you will start seeing more reporting and analytics tied to this, but for now, it’s a way that we can get it in here, and if you need to wait until a conversion is met, you use a goal. If you wanna trigger a conversion, [00:11:30] you can now use that action within the automation builder, so that’s really exciting. That’s the second thing.

The third thing, I think I may have showed you all last time, but it is syncing tasks. I can’t remember if I did this, but if you go to Calendar, right under Conversions, you can now sync [00:12:00] with any calendar … iCal, Google Calendar, whatever. You can sync it to where whenever you get tasks, all task or just deal related tasks on all pipelines or just one pipeline, you can select which calendar you’d like to integrate with, save it, and now as tasks are being created, they will appear on your calendar, [00:12:30] which is just a nice way to keep you streamlined, and I believe those are all of the newest features of … I know I talked about this before, but I just wanna show you all that WooCommerce is live. If you are using WooCommerce, there is no reason that you should not be using our free and deep data integration because it will pass in … your revenue, which is important.

[00:13:00] Let me show you what it looks like. Oo, look at all of these people that’s purchased imaginarily. You’ll also have an e-Commerce tab. We’ve seen you have a Conversion tab, you have an e-Commerce tab, and then you have your info tab, and it will show you all of the information on your WooCommerce activity, the total revenue generated from the total orders and the total products. It’ll give you [00:13:30] the order numbers too, so you have the product name, the currency, shipping method, and order details. All of that is passed from WooCommerce.

We, of course, do not stop there. You can also use all of that data … Let me use it down here. You can use all of that data to say … Look at that e-Commerce. Look at the total revenue, or all of this information, you can use to now [00:14:00] branch their path, or split their paths. If I wanna say total orders is greater than four, they have to have four separate orders, if yes, then they go down this special path. I could have this same criteria … set as a goal. Five purchases. I can go [00:14:30] in here and say e-Commerce total orders is greater than four … or I could say specifically five. I’ll say … more than four purchases, not gonna attribute a conversion to this, although I could, and I’m gonna make them wait until they’ve purchased four things. [00:15:00] They come down here, if they’re not a customer, I’m gonna wait until you purchase four things, and after you purchase four things, maybe then. I wanna say you’ve converted. You see how they can work together, separate? Oh my gosh, the use cases are just wide open for this.

This is why I have office hours because with all of these new features, you may just need help with understanding use cases. You may wanna present your own use cases. There [00:15:30] are so many different ways to do something in ActiveCampaign, it’s just really good to have open dialog from people who have done it, are doing it, and are successful, so you can get more ideas. Those are the features. Pretty cool. We are always developing. Anybody else, if you have questions, the floor is yours. Steal the floor. Silence is your friend right now, because that means you get more attention on your [00:16:00] business and your questions. Remember, we run for an hour, to approximately 2:00 p.m. Central Standard time. We started at 1:00 p.m.; however, it’s not mandatory. I’m not gonna hold you hostage, and I won’t just talk your ear off for an hour, just for the sake of talking it off. I wanted to be sure that I’ve made myself available to you all. ActiveCampaign values every single user, that you can get the help in the mode and medium that best serves you.

[00:16:30] If you want some live interaction right now, you have it. If not, if you wanna raise a support ticket or schedule a one-on-one, in fact, I hope you all know this, a lot of people don’t, but you … What? What is going on? … A lot of people don’t know that our ActiveCampaign/training, every single account can schedule a one-on-one. You can get a 30- [00:17:00] minute one-on-one call to walk through the application, talk about marketing strategy by humans that I’m looking at with my own eyes right now. Huge resource for you.

Oh, I’ve got a question coming in. All right. Ooo, I wish I spoke Spanish. I’m gonna say I think this is … Buenos, that means hello, so hi to you. I don’t even wanna say your name ’cause I’mma mess it up. [Lidy 00:17:30], Lady. [00:17:30] Sorry, I tried it. I tried it. [Franco 00:17:34]. Maybe that’s better. You’re wondering if this is in Spanish, I believe. Unfortunately, the answer is no. I think I can just type no. No, and I’ll put sorry. Hopefully you can understand. I think you can understand me just as probably as rough as I am [00:18:00] understanding you. My apologies, brings up a great, great point, is this bilingual or multilingual? Right now it’s all English, but thank you for being on. The links and everything will work the same for you as well. Yeah, I highly recommend a one-on-one as well.

I’ll let that sit for a little bit, and if you guys have any questions, just let me know. [00:18:30] Type them in, send me a link if you want me to look at your website. If you’re trying to get a form embedded, if you’ve got questions on landing page, platforms that integrate with ActiveCampaign member sites, email strategies, it’s all up to you. At the same time, I won’t hold you hostage, but like I said, I wanna make myself available as a resource. While you all are gathering your questions or whatnot, let me think if there’s … [00:19:00] I think that covers all of the big minor and major updates within the platform. I’d love to know how you all are using it for your success.

All right … Sylvia, yes, the floor is yourself. Take advantage. Honestly, your questions are gonna help somebody else that’s not asking them. As I’m saying that, another thing I would like you all to know is a lot of times, people watch [00:19:30] these replays, and … Oh, in fact, let me get you the replay link. They watch the replays, and your questions help them, so you’re very much helping right now, just by asking. Replays. I’m putting this in the chat, so you have access to all of the replays, but let me get back to your question, Sylvia. Sylvia’s question is … She’s totally new AC and need to set up [00:20:00] for a SaaS company. Any use cases you could share, or email …

Yeah, for SaaS, one of the things that you may have is a demo or a main free product offering. You would definitely wanna set up an integration that allows you to run your demos. For that, I would use our deals. You can set up a pipeline that [00:20:30] shows … Do I have something similar on my course? Maybe training. No. Anyway, you can have one where you can edit the stage that says scheduled … demo, demo of product. I’m pretty sure you’re gonna be running a demo. I include a webinar as a demo as well, so this could be a one-on-one demo or a one-to-the-masses demo. [00:21:00] This could be they scheduled, and then you can have a stage that says Completed. Then, if they’ve completed it, maybe it’s that simple, just scheduled and completed, or you can say … Did Not Show, and for them, let’s change the color to something a little more …

This could be a simple pipeline that you start out with [00:21:30] in ActiveCampaign. Essentially, when someone schedules a demo by perhaps filling out an ActiveCampaign form, you can have them added right to this scheduled demo stage. Then, this could be either manually or automated. You can move them from stage to stage, as they complete the specific criteria. If it’s a demo, and it’s scheduled for 10 o’clock, and 10 o’clock [00:22:00] comes, and they’ve completed it … In fact, can I walk through this? Let me walk through this use case, Sylvia, and make sure you ask any question. I’m gonna call this Sylvia SaaS Demo. How about that? I like how that sounds, actually. We’ll create it, and what we’re gonna do is go into our forms, and you could follow this use to the T … [00:22:30] We’d love to demo our software for you … Schedule your one-on-one demo today and speak with someone … within 24 hours.

What I’m gonna do is, let me grab the phone [00:23:00] and the organization. I’m not gonna make them required, but … Turn off the AC branding. Change the Submit button to Schedule Your Demo Today, or if we wanna put a little marking on it, yes, I’d Like to Schedule My Demo Today. All right. Sylvia, just because demo yes, so our deal would be a person [00:23:30] that entered my pipeline. Close, Sylvia. I’m gonna show you how it works. I promise you, this will make sense. Make this a little better. Sylvia, if you have a favorite color, let me know, otherwise I’m gonna choose something just a little … Oh, oh, whoa, whoa, whoa. Wrong one. Sorry. We wanted the button background. I’m gonna choose something just a little more appealing to the eyes. That’s a bit … We’re using blue. How about some … [00:24:00] That looks like a different kind of red, orange-ish. No, yep. The color really doesn’t make a difference. I’m just playing around here. That one. That’s nice and different.

Anyways, yeah. They’ll fill out this form to schedule a demo. We’ll go here and say, we’ll just do a message for now, you can redirect them to a thank you page of your choice on your server, [00:24:30] thanks for scheduling … Scheduling, your request has been received, and someone will be following up with you shortly. All right. Great. Now, here’s the important part. Here’s the important part. Every form has to have the primary [00:25:00] action of adding someone to the list, but you’re not limited to one action. If I do Add An Action, guess what, Sylvia? We’re gonna add a deal. We’re gonna add this deal to the … Oh shoot, what did I call it? Training. Okay, great. We’re gonna add this to the training pipeline, and we’re gonna add it to scheduled demo. Essentially, we’re gonna say new demo [00:25:30] scheduled.

The value for this demo would be, essentially, I would like to use your average order size, so if you’ve got three plan levels, and the average order size … A free plan, maybe a light plan at $20 a month, intermediate plan at 50 bucks a month, and a lifetime access plan at 200, maybe the average, based on all of the orders that come in, the average [00:26:00] is around $79. I would use that as the value. Now, every time one of these deals shows up in your pipeline, you’ll have an estimate of just about how much money you can make from it. You know what? I’m gonna add a nine for you, Sylvia. How about that? Now, what a deal is, Sylvia, it’s not necessarily a person, a deal is attached to a person’s contact record. In traditional CRMs, they’re called opportunities. [00:26:30] A deal is essentially kind of like a … package. It’s a package I’m carrying as a contact in your database that differentiates me from everybody else. I have a potential dollar value attached to me. I have a specific opportunity or potential to close that is a bit different than everybody else. That’s what a deal is.

[00:27:00] What will happen is whoever fills out this form will get this deal, that says schedule the demo, and then I can even assign it to people on my team. Sylvia, if you had a salesperson that does all your demos, you’ll select their name right here. Now, every time someone fills out this form, they’ll get an email that a deal has been created, a demo has been scheduled. In fact, this could really [00:27:30] be a demo request. If I go back … Let’s change it. I should really change this to Request a Demo. If I add a stage, I can say requested demo. That will be a bit more accurate. Move it over, and now I wanna change this color … Then completed. You know what? I wanna use completed as green, ’cause [00:28:00] that’s a good thing, and make this one a little more neutral. No, not that neutral. There we go. Okay.

Now, with this in place, let us go back … Let me refresh … Okay. I wanna add a deal in the training pipeline. Oops. Training pipeline, [00:28:30] and I’ve gotta go all the way up. All right. That’s fine. Let me just hit Integrate real quick. Save and exit … ’cause I updated it while I was in there. Now, when I add an action and deal to my training pipeline, there it is, requested a demo … Maybe at this point, since you requested a demo … Here we go. All right. Requested demo of [00:29:00] software. Now that you requested a demo, you’re not gonna have a value until I actually do the demo because after that, I’ll have an idea on … what plan you may want to enter in it. We’ll do that. There’s two actions that are gonna happen. They’re gonna be subscribed to a list, and then we’re gonna add a deal to their record. All right, fair enough.

We’ll go here, and I’m gonna grab this form, so I could fill it out. [00:29:30] Here’s what’s gonna happen. Let’s look at this, fill out this form. Sylvia, I’m gonna use your name, actually. Sylvia … Here, I’ll just abbreviate it, and I’ll do My phone number is 314-555-1234. My organizing is Get Better [00:30:00] Daily LLC. How about that? I’d like to schedule my demo, so I select that, and what’s gonna happen, there it is. Thank you for scheduling. Your request has been received, and someone will be following up with you shortly. Thank you, Franco, Franso, Franco. Thank you.

Now, what just happened? I’m a visitor, I came to the site, I scheduled … I said, “Oh my gosh, [00:30:30] this offer looks amazing. This is what I need. I just need to know how it looks,” so they scheduled a demo. Gracias. Gracias to you, as well. I wanna schedule a demo for this, so they fill out the form, and guess what happens? What you’ll see, let me refresh … Oh, oh, oh, I have to check my email. I think I have double opt-in on. That’s one thing. [00:31:00] What is this? One thing I forgot to do is turn double opt-in off. Let me show you … What happens is they’re not existing in my database because of this. You go to options and you sit that right next to list. I have confirmed opt-in, so I have to go in to my email and hit OK, click a link for me to exist, so let me do that real quick.

Then, you will see me in the database. All right. There [00:31:30] we go. Confirm my subscription. That’s good. All right. I should be good to go now. Now, if I go to my deals, if I hit refresh, I should see one there. There it is. Now, you’ll see Requested a Demo of Software. I should’ve said a software demo request. Then when you open it up, it tells you who, their company, their email and everything, and this [00:32:00] is the deal view. I can go to the personal info view, and look, and see all of the other information. Got the phone number, organization, any automations they’re in, the list, or whatnot. Now, they exist, and, excuse me, a contact can have multiple deals. That’s why I said a deal is not a contact because a contact can have multiple deals now. They could potentially request [00:32:30] multiple demos if you have different demo types.

Imagine if you had demos for enterprise clients and demos for your regular small biz, and you saw someone fill out a request for both of them. Which one would you prioritize? I will go in here and look at the enterprise deal, click that, and I will prioritize that. When you click the deal, it opens up in another tab, if you wanna close that deal, it just closes the deal out. It doesn’t get rid of the deal. Click that, and now I have all of my information [00:33:00] regarding this deal here. Now, let’s say whenever someone requests a deal, I wanna get a notification, by default, whoever the deal is assigned to is gonna be notified that it’s being created. Perhaps you may want to … Let me see if I can … I’m the owner of this, so I may not have got … Yeah, since I’m the admin, it doesn’t send me [00:33:30] the notification, but you’ll get an email, or you can have it send an email. How about this?

Now let’s go into automations. Now, Sylvia, what you wanna do, and remember, ask any questions along the way, I’m really taking my time to build this out specifically for you because you’ve got the questions for the day. Now, watch this. Watch this, Sylvia. If I say deal stage changes or enters a pipeline, and I can say training, which is my training pipeline … [00:34:00] Nope, that’s too vague. I wanna say deal stays changes … The training pipeline from any stage to requested demo. I want you to run this every single time. What I want to happen is you notify somebody. Send to Sylvia … I’ll just do from C. Davis … [00:34:30] I’ll just say teammember@activecampaign, at your Okay. A demo has been requested. Now, I can start using some merge data. I can go in … Oops. I can go into here and say, so-and-so just requested [00:35:00] to schedule a demo. Please reach out to them immediately to get this taken care of. Once you schedule the meeting, be sure to move the deal to its appropriate stage.

It’s [00:35:30] really good to use … Let’s preview it. It’s really good to use information in your internal notifications that instruct people what to do, even if it’s yourself, because you’ll forget. You cannot over-communicate in your own business. This is just a nice little reminder that hey, once you schedule the meeting, be sure to move the deal to its appropriate stage. Now, when I click View Contact … As a recipient, I receive this email, all I have to do is click View Contact. [00:36:00] That’s it. It will take me to the contact’s record, and that contact record … Let me say okay. Call this Sylvia Demo Schedule Request. I’ll call it that, activate it. All right. Now, when they click that link, they’re gonna be taken to the contact [00:36:30] record, wherever that contact record was. Now, they’ll click the link from the email and be taken right here, to the contact record.

Now, they’re going, and perhaps they’re doing the scheduling manually, and when they’re doing the scheduling manually, all they need to do is make sure that they move it from training requested demo to scheduled. They could do it from [00:37:00] this view, or they could do it from the deals view by moving it over. That’s their goal, is to move it over to the scheduled demo. Then once they schedule the demo, perhaps there’s another automation that goes off and sends a confirmation. Most of the time though, the platform that you’re using to schedule a demo with will tell you, will send the email confirmations out, [00:37:30] so you may rely on that, or you could have a automation set up to where it says, watch this … Since we know the specific case, we can say in training, it changes from requested demo to scheduled demo, and run this whenever it happens. What you can do is send an email and say … “Your [00:38:00] demo is confirmed.”

Then you can have an email, and you can choose from the template and just have it … I’m just gonna hit Save and Exit for now. You can have an email that goes out to them, just confirming demo has been scheduled. If I do … Sylvia, I’ve been spelling your name, I drew a blank all of a sudden. Sylvia scheduled demo [00:38:30] confirmation. Hit Save, activate that, and now, whenever they change to this stage in a pipeline, they’ll be sent this email. Are you kinda seeing the power … Oh my gosh, I’m all the way. All right. You can kinda see the power now of using our pipeline to really combine some manual and automated tasks. You can have an [00:39:00] automation move these deals, or you can just have automations triggered whenever they move.

If I move this over, this contact is gonna go through that automation. Let’s just say your person got the email, and in fact, I did get the email, so I lied, admins will get the email as well, and this is gonna say, look, New Deal Created, the name of the automation is gonna say created a new deal called requested demo [00:39:30] of software in training, and then I can view the deal. You will be notified, as the owner of the account, that a new deal has been created. Then, as you saw, we sent a notification to our salesperson to schedule it. Now, when the salesperson schedules it, it’s gonna trigger off a Your Demo Has Been Confirmed. Now, based on … Let’s do that. Let’s say I was a salesperson. I say, “Oh, I need to create, I need to schedule [00:40:00] this meeting,” and I schedule it, so I say, “Oh yeah, in the notification it told me to move it over.”

All right. Hold on, Sylvia, let me answer your question first … “Since AC doesn’t have an option to assign a task to a team member, could I set up a pipeline where each stage represents a different person on our team that needs to complete a task?” You could. That might be overkill. I believe you can. Here’s what’s gonna happen, [00:40:30] Sylvia. I wouldn’t necessarily go that route because tasks are automatically assigned to the owner of the deal, so what I would recommend doing is instead of creating a separate pipeline or a separate stage for each person, I would … I showed you how to do this on the form, so perhaps you don’t wanna do it on the form. Perhaps [00:41:00] you wanna do this, so you can have more control. Let me show you something. We could’ve done it this way, submits a form, and this’ll give you a bit more control, Sylvia. Multiple times. When they submit a form, we can add the deal here. Now, I can use some merged fields … Oops, what did I just do?

Here’s why I’m [00:41:30] doing it this way, to answer your specific question. Full name, demo request, and the value at zero, and right now, training requested demo, owner, it could be … This is where you’re gonna determine the owner. Now, every task is gonna be automatically assigned to this owner. I hit Save, so now you see [00:42:00] I can personalize it a little more. Sylvia demo form field. What’s important about this is you’ll see at any point you can update the owner. When you update the owner of the deal, it will update the task to be assigned to that owner as well. You don’t necessarily need to … have a stage for every person, you just need to know [00:42:30] and based on value amount … You can always do it dependent on the type of form they fill out. There’s other ways upfront to determine who you should assign the deal to because all of the tasks will be theirs. That’s how we assign tasks. We assign tasks to the deal owner. If you ever wanted someone else to take on the task, you would need to [00:43:00] switch the owners.

In our basic situation, in our standard … Just in review, they’ll fill out the form, the deal will be created, next thing you know, somebody will be notified that appointment needs to be scheduled for this demo, upon scheduling, a confirmation email [00:43:30] will go out, all in line … Great, you’re welcome, Sylvia. All in line with this. Let’s see. I said, “Hey, look, I scheduled the demo. I’ve done my job.” I could do this, and now if I look at the contact record, I should’ve entered the automation. Look at that. Schedule demo confirmation. Let’s view it. I entered in here because the stage changed, and this email [00:44:00] would have fired off, if it wasn’t in draft mode. Just by me moving that deal from one stage to the next triggered this email.

That’s not all. Perhaps I do wanna switch hands now. I’m gonna go with this. My job … Maybe there was a task … Okay. Back here. Let’s do this. Let’s just … This is becoming a full example. The team member should do this, and now I wanna add a task. Meeting [00:44:30] scheduled demo … For our most recent deal on this training and just hit Save. Now, not only do they get notified, but they’ve been added a task added to them. Then here, we’re gonna notify someone else, [00:45:00] another team member … We can say, “A new demo has been scheduled. You have a new demo with …” [00:45:30] Shoulda just did full name. First and last name. Scheduled. “Please make sure to start the meeting 15 minutes early, and make sure you update the deal status upon completing the demo.” That’s [00:46:00] what it’s gonna look like.

Now, and this is a different person, we sent this to another team member, so now we’re switching off team members, and look at what we’re doing. We’re gonna update the owner, before we notify them, to Jamie. Recent deal in training. Update it, fire it off, and assign a task … Conduct [00:46:30] demo. Two hours, it may go a little long. Mm-hmm (affirmative). Training. Save. Now, you see I’m switching hands. My demo scheduler is different than my demo runner. Although these tasks will be on the same deal, when the owner changes, it will change who that task is assigned [00:47:00] to, and they’ll get a notification as well that there’s a task that has been assigned to them.

The last thing that we would need to do … Just go here. The last thing we need to do is … We already told them, “Make sure you do what you need to do,” oh, and another thing they need to do is they need to update the value, the deal value, here. At this point, they’re gonna conduct the demo, and at the end, [00:47:30] they’re gonna say, “Okay, so was there a particular plan type you were thinking about?” You’re like, “You know what? I need to talk it over. I’m really interested in the plus plan.” Maybe the plus plan is our 499 plan, so now we just go in here, and hit 499, and hit Save. This is while they’re conducting the demo. The importance of doing that is when you go to deals, look at this. Now you’ll see, as far as scheduled demo, the total amount of revenue [00:48:00] that is potentially available. If you got five deals, this is gonna show $2500. If they’re all that $499 value. You can update that value anywhere. In fact … that’s probably what I should say.

I know I’ve got too many tabs open, so I’ve got this one where the submit the form, this one when [00:48:30] they request … They gotta meet. Now, this is the confirmation. Your deal … There it is. I thought I put more in here. Oh, yeah, I’m sorry. It’s right at the bottom. Please make sure you start the meeting 15 minutes early and update the deal status upon completing the demo. Deal value … Deal stage. Add any [00:49:00] notes … necessary. That’s what they’ll do. Now, when I go back here, maybe they’re gonna make some notes on here, add a note and say, “This is a great opportunity. They would be a great customer,” [00:49:30] and hit add. Now there’s a note here for everybody else to see, and then maybe someone else comes in here and comments and says, “I agree. Scheduling was …” Oops, I hit the button. Sorry, everybody. Anyways, you can see that I can comment. Let me try this again. I’ve got this cord. I’m typing over a cord. I agree. I agree. All right. Just hit Save.

Now you’re seeing the collaboration that [00:50:00] can take place within ActiveCampaign. You’re using the automation to facilitate the process, but you’re still involved with it, and there’s three people. It’s you, the business owner, it’s the scheduler, and the demo conductor are all doing their thing independently, but in sync with each other. That’s what makes this amazing. We could have it to where one of the last things are when we go … They scheduled a demo, [00:50:30] so now I can move it to completed, and, of course, I can have another automation set up that sends off an email that says, “Thank you for spending some time with me. As we talked about, your next steps are …” and it could have the next steps. “To get started, click the link below.” That email is essentially the close email, if you didn’t close them on the phone. You can have an automation that does that. It sends that email, then it waits a couple days, [00:51:00] and then it … “Hey, did you wanna jump on another call? Is something wrong?” if they don’t sign up. You can have some nurture built in here.

The same for if they go from requested a demo to scheduled, and then they don’t show up for the demo, you can move it over here. You can move it there, and then it could fire off another email, say, “Hey, sorry I missed you. Let’s try again. Maybe a different day and time will work. Respond with a few, and I’ll pick the [00:51:30] best one,” and whatever. You’re operating your business from the deals dashboard, essentially. All right … You’re very welcome, Sylvia. I’m glad this all made sense.

Last question, “Could I import a custom form, based on my website theme, so visually, it is the same look?” Yes. Depending on the platform you’re using, the form may natively integrate with ActiveCampaign, or [00:52:00] you may need to use a tool like Zapier to get the information into ActiveCampaign, but yes. You can use a form, and you can … Our form builder … If you wanna share your website, I can go to your website and show you how to make this a bit more appealing, as far as to your brand because for instance, this is a ActiveCampaign form, everybody. Watch this … This is an ActiveCampaign form [00:52:30] right here. I changed the color to match the ActiveCampaign green. I made the input fields a little fatter. The lines are gray, just kinda following our branded guidelines. This is literally just an ActiveCampaign form.

You can do it natively in ActiveCampaign, but yes, you can use other forms, like Gravity Forms, Job Forms, Ninja Forms, anything forms that collects data, and you’ll just wanna make sure that it integrates with ActiveCampaign [00:53:00] in some capacity, so that it can send the information. It can send the information to us, and then start off at the right stage. Yup … Absolutely. Yeah, maintaining the same look and feel is important, and also, Sylvia … For all of you that joined, I’m talking to Sylvia because she’s asking the questions. You can ask questions as well. Under Standard, [00:53:30] you can also throw your logo up there, if you want to. There is that option as well.

Cool. This was a really … Sylvia, I’m glad you asked that question because sometimes it’s hard to visualize what features to use for your specific business. Isn’t it? You know your business. It’s just you’re trying to learn ActiveCampaign. You know your business, [00:54:00] you know what you wanna do, you’re just not sure with all of the features and all of the capabilities of this platform, which ones apply to me. Which ones should I start with to get the biggest bang for my time and hit the ground running? Hopefully, this was an answer for you. Love it. Thank you … Oh, you’re very welcome, Sylvia. You’re very welcome. Please keep me updated with what you end up doing. I’m excited about your SaaS product, and marketing it with ActiveCampaign, [00:54:30] you will find that if you start real simple like I just showed you, just kinda single automations for single functions, don’t build out big, massive automations that do 50 things, just single automations, simple, and if you name ’em consistently, look at this, I can go into search and just type Sylvia, and it looks like … Oh no, I spelled it Syliva … Sorry about that, Sylvia.

If I [00:55:00] were correct in doing my naming, all of them would show here, or I could just create a label over here called Sylvia. I’ll give you purple. Then I could easily drop all of your, even the misspelled one, Syliva, I think I would, yup, into a folder under Labels, and then when I click it, watch this … [00:55:30] Now, I can easily find you because by default, it’s on all, and once you get over 20 or so automations, you’re like, “Oh, where’s that one now? I’ve organized them. Oh, here they go.” Demo form field, request demo confirmation, and then we’d have a couple more. You’d have five automations, essentially, one for each stage, and it’s not basic, but it’s a very straightforward approach that could be very powerful.

[00:56:00] I tell you like I tell everybody getting started in ActiveCampaign, don’t feel the pressure of being complex ’cause there is none. In fact, you may never get complex, as far as your execution. In ActiveCampaign, that’s the idea, is that your business may get complex, but the implementation should always be simple and straightforward. There’ll be times where you gotta pull out your developer’s hat, or hire a developer, but that’s for anything. For the most part, ActiveCampaign will wanna keep it implementation [00:56:30] simple, really simple. I recommend this approach, where you have multiple automations performing specific actions, instead of one automation performing a lot of actions, and you will be just fine.

All right. Thank you all so much for attending. This was fun. This was great. This is why I tell you to ask questions ’cause good stuff happens when you ask questions. Sylvia, because of you, somebody’s gonna understand [00:57:00] that much more how to use pipelines and stages with their marketing. I thank you for that, deeply. I greatly appreciate it, and everybody else who’s attended and responded. Gracias. I wish I knew how to say your name, but gracias to you, last name Franco, who’s attended, and my silent viewers. Thank you all for coming in, and I hope the question that Sylvia asked, as well as some of the information [00:57:30] I presented, has helped you.

It’s Friday in America, so wherever you are, have a great day, and for those of you in America, have a great, safe weekend. Yeah, office hours are every Tuesday and Friday. Tuesday at 10:00 a.m. Central, Friday at 1:00 p.m. Central, and it’ll be me. I’ll be here for an hour to walk you through any questions that you have just like I did today. I hope to see you all back, whether you’re [00:58:00] reporting on what you’ve implemented, or just to get some clarity so that you can implement. Either way, would love to see you back Tuesday or Friday of next week. Until then, signing off. Have a great one, everybody, and again, thank you so much for attending ActiveCampaign Office Hours.