circle-check-hollow4608FFE1-4420-41C5-B602-FE264E2D6F8D3E3E365B-80E8-4F6E-9288-3AF21C84374F086DDED4-C570-4A30-B5C2-0ACC4288D0B5restoresplit7B3B240D-B907-4145-8670-B2C9BE1E23A21194A048-5BA5-49C7-B176-32DBA6A5315A5990E9EA-4599-4220-A42D-68262CBA3687

Office Hours – June 23, 2017

Recording of Office Hours hosted by Chris Davis on June 23, 2017.

Transcript

Chris Davis: Record to this computer. All right, so starting with the submitted questions. I have a couple via email, but listen everybody, if this is your first time here, you do not have to wait until I finish reading a question to ask a question. I literally just handle them on a first come, first serve basis, so if you do have a question, type it in the chat now, because that’ll get you in the queue. Otherwise, I’ve got a couple of email questions I’m going to answer, and besides [00:00:30] that, yes, this is free flowing. No real format besides whatever questions you have, hopefully I have answers.

Haven’t had a question that stumped me yet. There’s been a couple where I had to contact support, but for the most part, there is no dumb, silly, stupid, or extremely intelligent question. We don’t rank them. We just take them. We don’t rank your questions. We just take it and answer it. Feel free at any point, even if you’re like what is a campaign? [00:01:00] That’s fine. Trust me, there’s somebody else that doesn’t know what a campaign is. So feel free to ask. I’m going to dive into my notes here. Just real quick here, I’m sharing the right screen.

I’m going to put up my notepad. I just ask that you can see it. You all can see this notepad right? Michelle, all right, great. Michelle’s got a question. I’m going to get to that. Do you all see my notepad on the screen? I just want [00:01:30] to make sure I’m sharing the right screen. You see this blank notepad? Let me make sure I’m sharing. Okay, great. Thank you, Jen. Thank you. All right. Just wanted to make sure. All right, Bill Conrad. Hey, welcome back, Bill. Bill Conrad has one. Hey, Mona. Yes, the questions are coming. So we’ve got some [00:02:00] questions. So this means it’s going to be a very informative office hours. So thank you all in advance, and keep them coming. Thank you, Mona, thank you, Bill, thank you, Chris, and thank you, Michelle, so far. I have one in the Q&A.

All right, here we go. So Bill has one that says I know you’re [inaudible 00:02:20], but I thought you might comment on event ticketing and ActiveCampaign integration. So he’s looking for a way to set up event ticketing on a WordPress website, [00:02:30] which plug ins or applications work best with ActiveCampaign, I am playing around with Camp Tix plug in but it does not work with ActiveCampaign.

For events, I’ve had really good experience with Event Bright, unless there’s a reason why you don’t want to use Event Bright, let me know. But if you use Event Bright, you can integrate with [Zapier 00:02:54] and every time someone registers for an event or pays for an event, you can send them directly to ActiveCampaign [00:03:00] and even tag them. So this is one. What is it? [inaudible 00:03:08] I think is another. Let me see. Yeah, I think this is the name of … This is what we use internally. I’m not sure. I can’t remember if it’s here.

But yeah, I would start out in Zapier to see if there’s an integration first [00:03:30] and then go from there. There’s not an invite. But for events, here’s why I like Event Bright, not only because it integrates via Zapier, but they have a mobile app called Events Manager. I don’t know if anybody has used the Events Manager mobile app that goes with Event Bright, but it allows, when someone registers for your event, they automatically get a receipt or an email saying you’ve been [00:04:00] registered, and in that email, there is a QR code, and if you use the event manager app on your phone, you can scan the QR code on your phone, and it will communicate back to Event Bright that they have attended. It’s great. I’ve used it a couple times for non profit events, and it works really well.

I would recommend trying Event Bright unless there’s a reason why you’re opposed [00:04:30] to it, but yeah, it will get all of your information right into ActiveCampaign, nice and easily with one step of using Zapier. So that’s what I would recommend.

Then let me see here. Oops. I got a few … Chris is emailing me. I need Chris Lopez. Chris, you had a question. [00:05:00] Oh, I guess you’re more so confirming that what you did … Yes, you’re very welcome, Bill. It looks like you’re confirming that everything is working now, and it’s just a matter of optimizing. All right, Chris is raising his hand. Let me give you access here, Chris. All right, now let me unmute you. Unmute. Chris, are you there?

Chris: Can you hear me?

Chris Davis: Yes, I [00:05:30] can hear you.

Chris: Great. Yeah, so you helped me about two weeks ago with some system logic, just putting the marketing and sales flow together. After marinating on what you said, working more leads and doing more stuff, I redid all the logic, and I wanted to run it by you to see if I was on the right track and can I get your input on their as to …

Chris Davis: Oh okay, great.

Chris: Better things I can be doing or how I can make it work better.

Chris Davis: Yeah, so can I [00:06:00] download this and put it on the screen?

Chris: You should be able to. I think I attached PDF there to the …

Chris Davis: Yeah, I have it. I just wanted to make sure if I put it …

Chris: Yeah, there’s the dash one is the old one, dash two is the new one.

Chris Davis: Okay. All right.

Chris: That’s probably the one you want.

Chris Davis: -everybody to see. Excuse me. So for here, I’ll just talk through it. We have our regular traffic sources, either blog, YouTube, Facebook. So we’ve got [00:06:30] social traffic. We’ve got blog traffic. We’ve got live event or local event traffic, and we’ve got webinars as well as some classes. For automation one, so we’ve got two automations, if name, email, and phone if name and email, only create if, never. Oh yeah, I remember, you’re connecting … I get it. I remember now. You’re going to connect on social media.

Chris: Yep.

Chris Davis: All right. [00:07:00] Based on the source, if you have not connected, only if deal is never connected. So the one to the right only runs if they’ve not connected, right?

Chris: Correct, because a lot of this, there’s a lot of crossover between local events and online stuff, so if I’ve already connected with you on LinkedIn, and you come back a month later on webinar, I don’t need to reconnect with you personally on LinkedIn.

Chris Davis: Okay. So what’s the main difference between these two automations again? The [00:07:30] one to the left is to connect on social media, right?

Chris: No, the one on the left is I’ve actually got their phone number, I’m calling you, come to a local event where you’ve registered with your phone number, you created a free account on my membership website or some other way I got your phone number.

Chris Davis: Oh okay.

Chris: So I’m calling you to actively prospect you.

Chris Davis: And this one is if you’ve never connected on social media.

Chris: Yeah.

Chris Davis: Then you connect.

Chris: So if they do a lead magnet, that’s email only, email [00:08:00] newsletter, a webinar, just anything where I got their contact.

Chris Davis: So essentially, they will probably execute the one to the right before the one on the left. Right, so the phone number would essentially come after you’ve connected, or does it matter?

Chris: It actually, it surprisingly, no. There’s no … Since everything is mismatched between a local live teaching and online, it’s actually a mixture of both.

Chris Davis: Oh okay. That’s fine.

Chris: And I’ve gotten clients so far directly from [00:08:30] both.

Chris Davis: Great.

Chris: My flow has completely changed. One more thing I’ll clarify for you, Chris, is on that left automation, basically there will be a few automations, one if they register on the website, one if they come to a local live event, and one if they come to a local live class. I get all their contact details, but my followup is going to be slightly different, and I have slightly different followup emails. So I was going to create a similar automation for both, but each one with a different field [00:09:00] title. So one will be website deal, one will be local event deal, one will be a weekly class deal.

Chris Davis: Got you.

Chris: But same process.

Chris Davis: Got you. Nice. Nice. You’re building upon what’s working. There’s a key there everybody. Get something working, and then build upon that. So good job. Yeah, so they come in through this [inaudible 00:09:17], going to add them to the pipeline. If they, social media connection automation, that’s if they have no deal in the social media, so that’s just meaning if they haven’t connected, you’re going to connect with them, [00:09:30] and they’ve got this task to call. That’s beautiful because you have two processes running in parallel. It’s you calling, and then you’ve got the automation on the back end connecting with them via social, which is great. Then we’re going to add them to the list for current subscriptions. Send email, whatever is appropriate for source. Add to [inaudible 00:09:57]. Send notification.

This looks good. [00:10:00] The one on the left. That looks good, because like I said, you’re going to create a deal based on their source title, and then you’re going to create a task to call them, and if you haven’t connected, you’re going to connect with them. Then you’ve got some other, it looks like more administrative things as far as adding them to the email list, sending out the communication and adding the appropriate tags.

Chris: Yep.

Chris Davis: So that’s good. Then if you haven’t connected with them, if you have, [00:10:30] nothing. Yes. Don’t do anything because we’re already connected. Otherwise, here we go, create the social media deal, and then run through the social media automation, which is going to ask to connect, right?

Chris: Correct.

Chris Davis: That automation, good usage of modularity there. Then source notification, automation. Right, right, right. Add to email list. Right. Based on their current subscription. All [00:11:00] right. These look really good. These look really good, Chris.

Chris: Awesome.

Chris Davis: They look good. Let me see here. All right, pipeline. This is the one to the left, right? This is the pipeline for the relationship building one, right?

Chris: They’re actually, all those people are going to flow into that one pipeline called inbox.

Chris Davis: This one, right here?

Chris: Correct.

Chris Davis: All right, so they’re all here. All right. Oh once you’ve completed the call and added the note, voicemail [00:11:30] left, and that’s when they’ve entered this stage, when you’ve left the voicemail.

Chris: Yeah. And this is kind of one of the errors I wanted to run the logic by you, just to keep things simple for me and my sales team, anyone that comes and goes the inbox, social media connecting [inaudible 00:11:49] on there, but if it’s a phone call, they will call a person, and if it’s a voicemail, drag them to voicemail. The reason I was doing deals with the specific titles based on their [00:12:00] source is once I drag them on there, I was going to do numerous if L’s to see if field title is this, send this [inaudible 00:12:10].

Chris Davis: I like that.

Chris: That way, you’ll get an email, if you’re a website email, I’m calling you differently than if [crosstalk 00:12:17]

Chris Davis: Yes, exactly. You’re speaking to where they came from which is going to make it a lot more personal. That’s really good thinking there, Chris.

Chris: So is that the best way to do it? That’s the big reason … Because I’m still new to ActiveCampaign. [00:12:30] I know there’s different ways to do it.

Chris Davis: Yeah, I would have used something just like that actually.

Chris: Awesome.

Chris Davis: Where you’re keeping the source … They can’t enter the source because if they could enter the source, then you’re in a position where you can have all these sources because they’re saying where they came from. You’re controlling that, and then you’re turning around and using that data to display it back to them in email communication. And on the phone.

Just so everybody knows, [00:13:00] with these two automations, what Chris was saying, you see we add to pipeline relationship building, and this one we add to pipeline relationship building. They’re all going to appear on this stage called inbox. So regardless what automation they enter first, they’ll all appear here, and then based on the task or the actions that need to be taken, Chris will move these across respectively. All right? So on this stage, yep. Wait 10 days, [00:13:30] and call …

All right, so multiple voicemail stages, possible to have followup emails and future tasks. You may, that may be a level of granularity you go to with multiple voicemail stages. You could have a voicemail attempt one, voicemail attempt two, voicemail attempt three. If that’s a flow that you think is going to be worth visualizing. Otherwise, [00:14:00] you could just use your wait states within one automation and do what you’re doing, like creating tasks.

Chris: Now, to just, this is the area where the final question I have for you is if I kept them all in the same stage, and I do three phone calls, and you’re out, kind of three strikes and you’re out, am I able to automate on that task two and task three for voicemail two, voicemail three, can I automate a followup email that’s conditional [00:14:30] based on what I click call, or do I need to have voicemail two and three stage when I move you, the system sends out that email two, email three?

Chris Davis: You could use task completed as an action, like if I got into here, we should be able to do it. You should be able to wait until a task is complete, but I have not tested … Let me see. If I’m in the builder, and I go to wait until, and then [00:15:00] I go to deals. Deals with … Okay, yeah, I can’t wait until a task is complete. So yes.

But I can have a task complete, complete task, and I can, the next task on the most recent deal, on the pipeline, so you can have an action … Or no, this is going to mark the task complete. [00:15:30] I’m sorry. So yeah, it’ll be manual. So if that’s the case. Yeah, you’ll probably want to use three stages, Chris, for now.

Chris: Okay.

Chris Davis: You’ll probably want to … Great question. Yeah, based on how you’re using it. I would use three stages.

Chris: Okay.

Chris Davis: I would do that. Good thinking, man. Good thinking there. So all right. Great. Chris, man, you’ve been busy.

Chris: Oh yeah. I got pumped after we talked. [00:16:00] I’ve been eating, sleeping this stuff. One more question for you, Chris.

Chris Davis: Mm-hmm (affirmative).

Chris: So at the end of pipeline one, my whole goal here is my salespeople are going to be driving the relationship, and then once the potential client’s at the point where it’s worthwhile to do, like I’ll say a three way meeting, let me introduce you to the sales manager.

Chris Davis: Okay.

Chris: They’re going to move from pipeline one to pipeline two. That’s where the sales manager gets involved. To initiate the basically ending pipeline one [00:16:30] and moving to pipeline two, is it best to have a final stage to the right of stage three that says basically like mission accomplished, it’ll move.

Chris Davis: Yeah, okay.

Chris: [crosstalk 00:16:41] the deal from one pipeline to the next to make it easier for the salesperson and just work with ActiveCampaign.

Chris Davis: This is what you could do, Chris. That is one way. Right after stage C, you can have sent to wherever. That’s one way. Or you could just mark the deal [00:17:00] as one. Now when you mark it as one, just let me show you really quick, when you mark a deal as one, it won’t appear on any of your stages, because by default, the status is open. So if I got to one, it will only show the deals that I have won. If I go to lost, it’ll only show the deals I have lost. Here’s the reason I said you may want to do won.

Let me see … [00:17:30] Okay, I’ll do this one. I’m going to mark it as won. I’m going to go back. You can see it doesn’t appear on here anymore. Essentially when you say moving from one pipeline to the next, I’m envisioning them not existing on one pipeline and being moved to the next. So if you mark it as one, it gives you that visual that it’s no longer in this pipeline. But if you ever wanted to go back and say wait a minute, [00:18:00] how many deals have I sent over to the next pipeline, you can go and select one, and you’ll see all of them this way.

Chris: Oh I like it. Okay.

Chris Davis: Right. And then to top it off, we can have an automation and the start trigger to the automation can be when the deal is won. So deal status changes from, changes to [00:18:30] won, right there. Then they can enter this automation. You can segment it and say they have to be on a specific, in a specific pipeline as dealing a stage or a pipeline.

Chris: Cool.

Chris Davis: But then you can use a start trigger, if I just do this, and then the first action can be add to the next pipeline.

Chris: Perfect. All right. That makes perfect sense.

Chris Davis: Yep. And then that way, [00:19:00] Chris, wow, that’s a really good use case, because like I said, that way, you’ll have a record of all of the deals that you’ve sent over, and then you’ll have just one simple automation that does the moving for you. Now your sales person, when they’re ready, you’ve got them trained, say hey look, when this deal is ready to do the intro call to the manager, mark it as won. They mark it as won, and then magic happens to them. It disappears down pipeline one and then a new one appears on pipeline two.

Chris: I [00:19:30] like it. It’s very simple. I like it.

Chris Davis: Right. Great. Well, Chris, keep chomping at the bit, man, and keep me up to date. I love the progress you’re making, man. I love it. Thank you for sharing.

Chris: My pleasure. Thank you for all the help. I really appreciate it.

Chris Davis: Yes. No problem at all, Chris.

Chris: Thank you, I’m going to hop off the, or can you …

Chris Davis: Yeah, I’ll put you back at viewer.

Chris: All right, thanks.

Chris Davis: What I loved about Chris’s example is [00:20:00] oftentimes people ask how to use the [inaudible 00:20:03] CRM, and he’s got a perfect example of how to do that. Michelle, I’m coming to you. Mona, you’re next. Mona, I’m sorry. Mona, you’re next. Sorry about that. Names are important. I do not want to mess up anybody’s name ever. All right, so she says I’d love if you could show us about how you implement your strategy [00:20:30] that is between double opt in and single opt in that you mentioned … Yeah. I think you said you used a combo of engagement, automation. Yes, absolutely. In combination with another automation that prevents people from getting any emails they’ve taken action on.

Yeah, so this … Good question, Michelle. So essentially, everybody, here’s what Michelle is talking about. In the forms [00:21:00] you can set up double opt ins, so when someone fills out a form, they get an email and it’s not until they click a link in that email that they can proceed. So if we did … When they click the link, they’re essentially being marked as marketable, reachable, whatever you want to call it, and we let them proceed through the rest of the follow up. Okay.

So that would look something like this. [00:21:30] Like they would submit a form. Now the reason we could … The power of doing it manually like I’m about to show you, turning double opt in off, I should preface this by saying this is an intermediate to advanced strategy. If you’re a beginner, trust me, double opt in on forms will be more than enough for you, but as you grow and maybe you need a little more flexibility in your marketing, you’ll probably do this. All right.

So [00:22:00] we’ll say someone submits a form, and what will happen is, let me just make sure … Make your screen bigger. I’m sorry. Michelle, let me know if this is big enough. If not, I will increase. Okay, great. I see your other question, too, Mona. Hey, Peter. Michelle said better. Great. They submit [00:22:30] a form, we’ll say, and we’re going to send them an email. This email is going to be the delivery plus confirmation email. All right. What we can do, I’m going to build it out. We’ll have a link in there that will essentially look and see if they’ve downloaded the resource. So you could do something like this, wait until. [00:23:00] I’m just going to put a couple options up here. Wait until action has clicked on a link. We’ll just do any link.

But if this email were live, you would put this link. I wanted to do a time limit for up to two days. Okay. This is going to get really cool everybody. So watch this. They submitted a form, and we sent them this delivery confirmation. And we’re waiting until they’ve [00:23:30] clicked the link for up to two days. So they can’t proceed here until one or two of these cases are satisfied. It’s either been two days, or they’ve clicked the link.

So after that, what we want to do is, we want to see, actions, has clicked link, we want to see if they clicked the link. So if they progressed by clicking the link, then what we want to do [00:24:00] is wait a day because I’m going to send them the next email a day after they’ve taken action. So you see how adaptive this could be? So we can increase this from two days to three days, whatever. But if they did not click the link, that means they waited here for two days, didn’t click the link, guess what I can do. I can send them a reminder. Reminder. Right?

[00:24:30] And I can do the same thing on the reminder and maybe on the reminder, I do this. Everybody check this out. Check this out. I say wait until I have clicked the link. Let me see. What did I want to have? Click on the link. Save.

Watch this. So at this point, I send them a reminder, and to [00:25:00] be safe, I’m going to add a tag that says unconfirmed. Right? Because I’ve sent them two emails. At this point, they’re unconfirmed. I’m going to wait until they click the link in the email, and then what am I going to do? I’m going to add a tag. Confirmed. There we go. All right.

Now, I have a way of controlling who is confirmed [00:25:30] and who is not regardless of if they fill out a form or if there was any other way they entered into my database. Because they could have entered via API, like maybe I’m running a webinar and the webinar platform is just sending them over. Right? Maybe it’s just a quiz or some third party tool that’s sending them over, and maybe my start trigger is subscribes to list. If I use a start trigger subscribes to list, remember the double [00:26:00] opt in is not on the list level, it’s on the form level. At this point, if I remove the form, at this point, I have no way to confirm my contacts are real.

Let’s just say somebody fills out a form with the wrong information, wrong email address. So they’ll get this delivery email, they’ll wait two days, and then it’ll see that they haven’t clicked. Then they’re going to get this reminder email. At this point, [00:26:30] they’re unconfirmed. So we control whether or not we want to continue to send them information by saying any person that has this tag, do not send information. Guess what, the minute they click the link, what’s going to happen, they’re going to be confirmed. So the automation is handling their status.

That’s part one of your question. That’s one way [00:27:00] that you could do it. So yeah, the reason why this is the in between, the official term that I’ve coined for this is called the single double. It’s because this is essentially single opt in. That means that somebody can be added to your list without having to confirm. So at this point, they’re added to the list. If I use double opt in, they’re not added to the list until they confirm. [00:27:30] Okay?

So now, when I have this delivery … So essentially what I’m saying is I’m willing to send a non existent lead two emails max before I say hey, you’re not confirmed. Let’s talk about the plus side. The plus side is this reminder email, is you’re going to see, traditionally what I’ve seen in reminder emails is about a 30% conversion, 30% [00:28:00] conversion everybody. That’s means that you’re saying 30% of your contacts that didn’t take action on the first one just by being able to send a reminder email. Right? That’s very important. Sometimes people just forget. Honestly, it helps you more to send this, maybe two or three days out. You don’t want to send it the next day. If they didn’t see it today, chances are, [00:28:30] they probably don’t check their email like that as frequently. So when they do check, they have two emails from you, you want to avoid that. You want to give them some time to engage with your first email.

Now remember what I said last time the reason why we send them the reminder is to get them to engage early. So I don’t want you to send it seven days out. Because now that’s just like if you opted in for my free offer, and it’s taken you seven days to look for the email that I promised you, you’re probably not serious. [00:29:00] Right. So the good medium is two to three days wait, I wouldn’t go beyond that. Now if your specific case, you’ve seen something different, let me know.

So in that case, so now, we’ve only got two emails, look ActiveCampaign is not going to ding you for sending two emails to a bad contact. We’re going to ding you if you keep sending emails like daily. [00:29:30] So these are two emails that we’re essentially making sure that the lead is confirmed. Once they’re confirmed, we add the tag, you’re confirmed, and now this becomes my segment, or these are the contacts I send my communication to.

Okay, and the second part of the question was, I think you said it was a combo … yeah, so how I use this in combination was this as well. So let’s say you have this automation up and running, [00:30:00] Michelle, and for here, when I say wait for one day, we would have an action that says start an automation, and then it will go to another automation. Perhaps this is your followup automation that has three or four emails. So this would be essentially how it looks.

Now, what you could do is these unconfirmed leads, now you can determine when to give them the boot [00:30:30] off of your account. Because if you’re using the engagement automation that marks them no activity, 30, 60, 90, you now have insight on how long they’ve been waiting here. Okay, so watch this. Michelle, you got me going here. I’ll call this Michelle opt in. The MOI, MOI. Michelle, we’ll call it the MOI.

Now [00:31:00] we can do this. Watch this. We could do it two ways. There’s so many ways to do this. I’m going to do it for 60. There’s one way where you can have an [inaudible 00:31:18] branch that looks for 30 days, 60 days, and 90 days tag. But I don’t want to go that complex. Here’s what we’ll do is we’ll say this. Tag is added, and they have the [00:31:30] unconfirmed tag. Okay. So they’ll be added here as soon as they get the unconfirmed tag. In the case that we’re looking for, the case that we’re looking for, let me see. We’re going to … Let me think this through real quick. Once they get the unconfirmed tag, they’ll be added here. [00:32:00] No, that’s not what I wanted to do. I wanted to do once they have the unconfirmed tag and … There we go. And they have the not engaged for 60 days. Okay.

So once those two conditions are met, they can start this tag unconfirmed as added, and the contact has not engaged for 60 days. All right. So they’re waiting in that previous automation because they’ve got [00:32:30] the unconfirmed tag. The only way you get the unconfirmed tag is by not taking action. All right. Because you didn’t take action here, you’ve got the unconfirmed tag. So they’ve got the unconfirmed tag, and they’ve been waiting here for 60 days because I have my second engagement automation running, right, and it’s just tagging them automatically, 30, 60, 90 days. So the minute you hit the 60 day mark, [00:33:00] you enter in this automation, and I could do something like this.

I could unsubscribe you. I could unsubscribe you from a list, right? Or I could mark you for deletion. Maybe I’ll just do this. I’ll just do add a tag, mark for deletion. Okay. I’m going to mark you for deletion. What happens, [00:33:30] yeah, however you want to handle non engaged tags, I would say. I’m just giving you a couple options. You may want to do the marked for deletion, just to kind of like put it on their record, but maybe you still want to give them time, so just know everybody with the mark for deletion hasn’t engaged in 60 days, and they did not take action. So this is different from just all the leads that haven’t engaged for 60 days. [00:34:00] These are people who have never taken action.

So I will feel pretty confident in deleting them or unsubscribing them. But that’s how the two would work together. That’s how the two would work together. Just a strategy of maintaining your list to yourself, manually, and I will tell you those who manually maintain their list will have the highest deliverability. That’s with any platform. [00:34:30] By default, platforms are going to give you tools to manage your list because we want you to keep your list clean, but we can account for all of the vast ways that people use the platform. So if you know how you’re using the platform, you can manually control it and you’ll be far better off.

So this is why I said this is more of an intermediate to advanced because it does require some manual effort on your part. All right. Mona, Mona [Moore 00:35:01], [00:35:00] let’s check you out. Make this bigger. All right. For the option to start automation by date, can the date that the automation starts be before the current date? For example, if we had customers that purchased a product last month, can I start an automation on the purchase date, wait 90 days and send an email? Oh my gosh, Mona. I think this is your debut. This [00:35:30] is a great debut question. Amazing.

I’m going to call this the Michelle kick, as in you’re kicking them off. All right. So Michelle, you’ve got some automations in here. What Mona is asking, and this is a good question. I want to talk about this start trigger because it can be a little confusing. What this is going to do is it’s going to look [00:36:00] for a date based custom field. All right, so in the example, Mona, I forgot your example. In your example, customers have … Okay, last product. I got it. I think I have product purchase day, did I create it? Oh, I didn’t create it. Oh here it is. There it is. Product purchase date. Yeah, you could set that.
So [00:36:30] now, what Mona is saying is what if I wanted to send something out 90 days after their purchase date. So you can use this, and what I would do, Mona, is I would set this to check daily very early, like three a.m. in the morning. Just so you give yourself some processing time. Here are the two options you want to pay attention to. This option right here says run when month and day match conditions. This [00:37:00] language gets a little confusing. But it’s an example for birthdays and contracts and other days that recur yearly.

Essentially what this is saying is this can only be true once a year. Okay. This can only be true once a year, like an anniversary birthday, and that’s why we’re giving you the example of annual contracts. The text is a little confusing. But this is once a year, because we’re essentially looking at the month and day and taking the year as [00:37:30] a limiting factor. Okay?

So if I select this radio button when year, month, and day match, this is essentially saying, it can be, the year can be 2017, and if these are the same, like if the month is true, twice in 2017, this is going to execute every time it’s true in that year.

So the first option is only going to execute once a year. This is [00:38:00] going to execute any time the date condition is true. All right. So if the product purchase date changed, then they’re going to come back in this on that date. So what you would do is you would have your configured custom date field, and this is going to now trigger at three a.m. on their purchase date. Okay. Three a.m. on their purchase date. What you want to do is you want to wait 90 [00:38:30] days. What I would do is in here I would do wait 90 days this way. Okay?

All right. Then you can send follow up. Here’s the second way. This is, I would say complexity five or six. This next option is going to … Okay. But what if their purchase date was a month ago, and I just added the contact today? [00:39:00] If you added the contact today, and their purchase date was a month ago … Oh, I’m sorry. Let me put this up. So you all know. What if the contact … This is a great question. Because you beat me to the second way I was going to show you. So this is beginner to intermediate. Now let’s go to intermediate and advanced. Okay. What if I do this?

If I go to … [00:39:30] What do I want to do? Think, Chris, think. What do I want to do? I think I want to do this. No, this is not what I want to do. What was my condition? Oh I’m sorry. I got it now. Sorry, Mona. I had a blank. So I’m going to say, what we’re going to do is we need to have a start trigger. So if someone’s [00:40:00] purchasing, I’m assuming you’re going to add the tag like customer or the product purchased or some action. Maybe I’ll just assume you’ve got the data set up, and you have [inaudible 00:40:13] when they purchase, every time they purchase, they enter this automation. Okay. So in that sense, I would have a goal that says 90 days after purchase. Okay.

What I would do [00:40:30] is I will go here and say custom field and I will go to purchase date. I’ll just say birthday for now. Birthday is the current day plus … Plus means before everybody. So we want minus because we want after. Wait a minute. Minus, yeah minus means after. I always get them confused, too. We’re working on the terminology here. 90 days after the [00:41:00] birthday. Let me just say … Let me wait until conditions are met and show you what’s going to happen. All right. Somebody makes a purchase. You already have the purchase date in a custom field, Mona, right. So I have this for an example, but perhaps your platform is adding them retroactively or whatnot, and it’s ending over their purchase date. What will happen [00:41:30] is they’ll enter this automation and they will wait here until 90 days after that purchase date.

So the key to this goal is having that purchase date already set and existing on their contact record. All right? Because if you do, they’ll come into here by whatever means people are being added when they purchase, and they’ll wait here because I have this configured to wait until conditions are met. Then this is saying birthday is your current [00:42:00] date, which means whatever date that custom field is, minus 90 days, so it’s going to go out after that date, 90 days. So they’ll just wait here until 90 days have elapsed, and once 90 days have elapsed, they’ll proceed, and get whatever … You can send them an email and say here’s your coupon for your next purchase, or it’s been three months, come back, or whatever the case may be. But you can [00:42:30] set these automations up. You can have multiple iterations of this single automation for 120 days, for 365 days or whatever. If like you said the purchase date was prior to when they were added. Because this is very common, everybody. You could be running a platform that … Maybe you just switched to ActiveCampaign and whatnot, and you do have all that datefield [00:43:00] data in a custom field because they’ve been buying from you, and you want to use ActiveCampaign, but you don’t want to lose that information.

If you put the lead in, you want the to maintain the customer data. You want to make sure your follow up is specific or is respective to that date. This is how you would do that. Let me call this the Mona … [00:43:30] What did you ask? 90 days … I’ll just call this Mona 90. So that’s that. Michelle, all right, there we go. Also, Michelle’s got a question. In about five minutes, I’m going to go and show you guys this new feature before we end today. You’ll be really happy. [00:44:00] This made me smile.

She wants to import the engagement automation I showed them from the blog, that I mentioned when you showed it to us, that you wanted to make some edits to it, and someone mentioned last week having an issue with that automation. Michelle, you know what, I can’t remember honestly. I’d have to watch the office hours. I can’t remember [00:44:30] which edits I make. The edits I make were preferential, though. The automation by default will work as anticipated. I think I didn’t have as many wait states. I think I had 30, 60, 90, and I think maybe the automation had 120 and 180. It may have been something like that, but it was preferential more than anything. I just want to fix it.

But [00:45:00] as a rule of thumb, any automation that’s in our marketplace is okay as is, but there may be some tweaks. I would say this. Michelle, add it, and then send somebody in the automation, and make sure you all know how to test these automations. Sylvia, did you have one? Let’s see, do [00:45:30] I have a wait state in here? No, I really want to show you all this because most people don’t even understand that this is possible. So let me try.
Oh here, here. Let me show you this. I can show it this way. Oh Chrome, don’t quit on me. Hang in there. So anyway, you can test automations, and when you test automations, you can skip wait states, [00:46:00] so you can essentially import that automation, send a test contact through it, and you know where it says wait for 30 days, wait for 90 days, you can go into the contact’s record where it shows their path, and select skip automation. See my Chrome died on me. I want to show it to you. It’s hard to explain. Let me just quit.

All right, so while Chrome is acting crazy. Chrome, don’t fail me. [00:46:30] Chrome has been a rock solid browser for me. I forgive you for this one time. Here’s what I wanted to show you. All right, test your automations, so now, if you go to the contact record, select the automation that they’re in, and click view. Watch this. It will show [00:47:00] you their path, and just like they’re waiting here, you can select this little link below it, and it will allow them to skip and proceed. So you can test the whole 30, 60, 90 day automation within like five minutes. So that’s what I would do. That’s how I would test it. Great. Chris, makes sense. Oh it’s making sense. Oh, Michelle, thank you so much. I’m so [00:47:30] glad it is making sense. That is what I shoot for, everybody. Thank you for bearing with my sense of humor as well. Michelle, you put a smile on my face today. Actually, all of you did. I don’t want to single anybody out. I just enjoy this stuff, everybody. I really do.

All right. Mona, hey, did you think I missed your question? I got your question, Mona. You’ve got another. How about I just start from the stop instead of scrolling down. [00:48:00] All right, another question. Oh this is a good one. Is there a way to automatically create a form using the fields from an uploaded spreadsheet? Oh that would be interesting. The quick answer is no. But you can go the other way. You can take forms and add that data to a Google spreadsheet. You can go the other way, but there’s no way to create a form [00:48:30] from fields, form from using the fields in an uploaded spreadsheet. You’d have to build the form manually. All right.

Bill says, if it is a bad email, does it hurt your rating? The answer is maybe. Okay. It’s only maybe due to your definition of bad email. Now, if you’re saying it’s a bad email in the terms of it’s getting high spam complaints, low opens, and low [00:49:00] clicks, then yes, it’s going to hurt you. If you’re saying it’s a bad email as in the email address they entered in is a bad one, then no, it won’t hurt you because when we send an email to that email address, and it returns as non delivered, what it will look like on the contact record is bounced. Okay. Right here.

You see this status, subscribed, [00:49:30] right here, it will show as bounced. Any emails that show as bounced do not get delivered. So you may try to send an email to them, but it will not go. All right. So that will not hurt your rating. What hurts your rating is sending irrelevant emails. You know an email is irrelevant when the open rate is really low. If you’ve got single digit open rates, this is just a rule of thumb, [00:50:00] single digit open rates are pretty bad. This can be applied globally. If you have open rates below 10%, that’s your first sign it’s a bad email. Click through rate is a little tricky because it really depends on the size, the sample size that you sent, but a good ratio between open and click, is if I have a 40% open rate, I want to see at least [00:50:30] half of that, maybe half, 20% click rate is very high. So we’ll say a fourth, how about that, if you want a baseline rule of thumb.

So if I … Yeah, that’s fair, if I have a 40% open rate, I can anticipate a 10% click through. That doesn’t really scale because if you have a 60% open rate, I wouldn’t anticipate having a close to a 15 and above [00:51:00] click through. So never mind. I don’t want to give you a baseline for click throughs. Click throughs are very hard to give an overall for. But if you’ve got low opens, low clicks, that is going to hurt your deliverability, everybody. That just means you’re not sending relevant email. All right. In that sense, Bill, that will hurt you. Okay.

And I’ve got, Peter, I thought I saw … All right, there we go [inaudible 00:51:34]. [00:51:30] Peter, feel free … Here. Peter, you have the thrive webinar question. How about this, Peter? I’ll send you an email. I’m going to follow up with you via email on that one. Okay. Let me see. So can you start automation by date if purchase [00:52:00] date is prior to current date. Oh yeah, Mona says can I use the date based start trigger if the date is before the current date, or do I have to use goals, you’ll have to use goals in that sense. Yes.

The date based will, the trigger will happen, like the condition has to be true for the trigger to execute. [00:52:30] So if we’re using a date based, it can only be today’s date or beyond to be true, because if it’s in the past, it’s already happened, so there’s no way for the trigger to say that it’s true going forward. So that’s why you would use a goal.

Yep, Jen, I got you. All right. I didn’t even ask this [inaudible 00:52:50], I was going over something similar yesterday and got a big confused. Oh great. Oh, Jen, thank you. Thank you, I’m glad I helped. Thank you so [00:53:00] much, Peter says sounds good. Thank you. All right, everybody. Please let me show you this. I was pleasantly surprised yesterday, and I went in and talked to the product team, gave them all high fives. Let me show you all what is in your account. You can test this right now. I dare you. I’m not lying to you. What is coming your of my mouth is the truth. If you go to the segment builder, okay, remember, I went to contacts, advanced search, trying to hold my excitement here.

If you select the drop down, [00:53:30] and do actions, do you see that? I’m going to give you two seconds because I’m impatient. One, two. Okay, I’m just going to tell you, has been sent is now a condition in the segment builder. So let’s think about this, everybody. If it’s a condition in the segment builder, that means we can use it in the automations for if L statement, and goals. Right? So the first thing that I thought of, and we’ll [00:54:00] have a write up about this, but the first thing I thought of was promotions. Like if you run promotions frequently and people are coming onto your list at all types, which they do, and you’re like you know what, I have this new promotion, but I don’t want to send this to them, if I’ve already sent them a previous promotion.

Prior to this, there was no way to tell which emails people had received, but now when you do has [00:54:30] been sent, I thought it was going to mark from today going forward, but guess what, it pulls all of the emails you’ve ever sent, because what I found out is we were keeping track of all of this data in ActiveCampaign. We just weren’t explaining it to you all. So we had a meeting a little while back, and I was like hey, do we have this function, and now we have this function, everybody. So if you ever wanted to create a segment, do some branching off [00:55:00] of an email that someone received or that you sent, you can now do it.

So if I say, I don’t know, just select one, see you next week. Who knows, this is a test account, so there’s no telling. Of course, they’re all me. But these are the three contacts that have received this email. So now take it a step further. What if I added another email condition. So now I can create a specific segment [00:55:30] of people that have been sent a particular email and either include them or exclude them. But I wanted to show you all this because it is in your account right now. Log in, test it out, and see for yourself. I was playing around with it last night, and it is a small update, right. Small update, you can scroll right by it, but very powerful, extremely powerful.

Yes, [00:56:00] hey, Brandi, oh [inaudible 00:56:06]. All right, Terrence, thanks for coming in, man. Good to see you. They’re building out a survey funnel, which I like, so yeah, good to have you on. Good to have you on. All right. Lovely. Being able to segment on [00:56:30] unsubscribe would be a nice option to add there too, rather than not in list. Jen, great … Listen, I’m going to talk to product about this. Make sure you submit it as an idea. Those help me, those give me fuel to my fire. Okay, send me the link, Jen, send me the link. I think since we’re tracking it, we could do that, too. We’ll see. We’ll see. We will see. All right.

Michelle, that’s really great, thanks for sharing [inaudible 00:56:58], I’m already thinking of how to use [00:57:00] it. Yeah. Michelle, the engine automatically starts revving, and the gears start turning. The minute I heard that, I was like oh my gosh. I wanted to send an email, but I was like whoa wait, first I need to come up with a condition. Right? Don’t just send an email, but I’ve come up with a few of them. But I’m telling you in marketing, this is going to be extremely helpful to you all as you start selling more via email.

[00:57:30] Well listen, I’m going to give you another one. I know people often ask, hey, someone just opted into my email list, and maybe they send a weekly newsletter, and they send it on Tuesday and someone opts in on Wednesday. So that person has to wait all the way til next Tuesday to get the weekly newsletter. Now, whenever someone opts in, you can have a condition that says have they been [00:58:00] sent this week’s newsletter. If no, guess what. You can send them that newsletter.

Now that automation is going to take some maintenance. Every week, you got to swap out that email, but that’s a small price to pay. That’s a small price to pay so that now every time someone opts in, they can always get the most recent newsletter or communication that you sent, even if it was a promo. When they opt in, when someone comes into your list, they can say [00:58:30] have they been sent that because remember, people can opt in to your list multiple times. Because it’s not like everybody who opts in is a new contact. But you can have that condition that says have they been sent this promo. If not, right when they come in, you can put that in front of them, like hey, I didn’t want you to miss this.

A couple weeks ago, I sent out this offer, and I’d figure I’d extend it especially for you. Here’s that offer. Right? Just something simple. We don’t have to get real tricky or crafty with the copy, but just something very conversational and simple. [00:59:00] So anyway, multiple ways to use this new feature, and I’m excited about it.

All right, I have come to my expiration, everybody. Thank you for tuning in today for office hours. Remember I do this twice a week, twice a week, Tuesday at 10 a.m. Central and Friday at one p.m., and it’s all about you. It is all about you, what you’re trying to do with your business. Just for the record, I try [00:59:30] to give the most simple solutions on the call because I don’t want to go too complex if we don’t have to, and a good example of that was Brandi and Terrance when you all were doing the survey. The simplest thing would be just get a platform that automatically integrates with ActiveCampaign. Well based on their specific case, they needed a little more of a technical solution which includes Zapier and doing some syncing with [01:00:00] forms, but that’s fine. I just want you all to know, when you’re on this call, we can start as basic as we need to, which is where I’m going to start by default, or we can go as advanced as we need.

The most important part is that you use not only office hours, but all of the resources we have. We have one on ones, our support team, use all the resources to move the needle forward in your business. [01:00:30] That’s the most important part. Yes, you’re very welcome, Terrence. It’s my pleasure, my pleasure helping. So all of you, even if you don’t have a question, I would love if you jump back in periodically and just provide an update. Seeing what Chris did today was just amazing. Getting the notification that Brandi and Terrence got their survey funnel set up is amazing.

Now somebody’s about to go [01:01:00] use this has been sent, and I’m excited to hear about it. This is how we grow, everybody. It’s all community based. I’m here to help officiate that growth or facilitate it. But you are the ones. You all are the rock stars of your businesses, and I’m just happy to play the small part that I can play. With that being said, it is Friday, have a very happy and safe weekend, everybody. Take care of yourselves, take care of your business, [01:01:30] take care of your family, take yourself out. Have a treat this weekend. How about that? I don’t know. Ice cream. Maybe a Popsicle. But do something away from the computer and business this weekend. Just kind of relax. So thank you, Peter.

I will see you all Tuesday hopefully at 10 a.m. Central. Until then, like I said, have a great weekend, and thank you all for attending today.