Office Hours – June 27, 2017

Recording of Office Hours hosted by Chris Davis on June 27, 2017.


Chris Davis: The submitted question today is a really good one. I like it. It builds upon some of our previous strategies of contact engagement where you can see if somebody has engaged in 30, 60, 90 days. Heather has a interesting spin on it, whereas the engagement is being handled by stages. Let me show [00:00:30] you some screenshots. Heather, keep me honest here as I’m breaking down what you’re doing just to make sure I understand it correctly. I’m just opening all of your links so that I don’t have to put your email that has all of your personal information on. I’m learning to keep you all protected. How about that? [00:01:00] Let me make this bigger. If you all have any trouble seeing it, let me know. This is going to be a good usage of our deal CRM and automations to keep … Oh, oh. You guys, I can’t see what you have written in the chat box. Oh, did I send this? I’m sorry. I did not send it to everybody, all panelists and attendees. Thank you. Thank you, Heather. [00:01:30] Keeping me honest already and we just met. It’s what you call instant value there.

There we go. Those are the links for the resources and here is the link for the office hours replay right there. Great. Hold me accountable, everybody. Let’s do this. I’m going to read through this and we’re going to work through this [00:02:00] together, everybody, and it is going to be amazing. Thanks to the question that Heather has we’re all going to walk away smarter and more confident in ActiveCampaign today. She runs a coaching business and she has ad hoc sessions. This means they can schedule at any time. They’re not synced. They’re clients. Why would they be synced? She wants to keep in touch with them [00:02:30] in a personalized way, not via email broadcast. She wants to make sure that all of her coaching clients have a personalized email every 30 days so she doesn’t want 30 days to go by without them receiving some personal email from her, and it needs to be consistent without fail. It needs to be monitored so we can see who needs to be contacted.

Ideally how I took this as, Heather needs to be able to log in quickly [00:03:00] and see who do I need to contact? Hence, this screenshot here of her current setup. If Heather logs in and clicks on the ‘deals’ tab, she wants to be able to go right here to ‘to contact’ and see whose in there and easily be able to say, “Hey, we need to contact these people.” She could do it herself or she can assign somebody on her team to do it. Hey, can you make sure you log in and we have the ‘to contact’ stage cleared up. [00:03:30] Very, very powerful implementation here. We have a pipeline, which you all saw. Each of our current clients has a deal set up for them, great, so that myself and my chief organizer can clearly see what the next steps are for each client. I just showed you all the stages and then we have an automation that identifies if they open or reply to any personal email or campaign, she needs [00:04:00] to move them. Actually keep this up just so you all can see it. She needs to move them to the ‘in contact’ stage.

The minute they engage with any email, she needs to move them from ‘to contact’ to ‘in contact.’ This has to happen automatically, everybody. That’s the whole point. It needs to automatically be listening and looking for their [00:04:30] action and then moving them over automatically. Yes, it is a quite cool implementation, Heather. Good thinking on this one. When they haven’t engaged for 30 days, she wants them to go back to ‘to contact.’ You see that? Some of you who have been on for a while, it’s the same idea as tagging someone who hasn’t been engaged in 30 days [00:05:00] and then removing the tag. Except instead of tag, which are kind of hard to see the contacts, Heather took it a step further and decided to use stages. Heather, I’m actually going to skip over this because this just help me understand what you were doing but ideally, I’m going to try this, [Surgey 00:05:24], feel free to ask a question at any point. I hope I said the name right. [00:05:30] If not, forgive me. Yes, you can ask a question at any time. Here’s what you’ll need, Heather. You’ll need two automations. You’ll need one automation that is listening for the action and I’m going to build this out for you, Heather. I’m not going to leave you stuck trying to figure this out. One automation that listens for the action and then another automation that waits for 30 days and does the appropriate action.

Let [00:06:00] me see. The plan is to take this pipeline automation to the contacts business who wants to do this with his key contacts. Great, great. Perfect. Here’s how I would do this, Heather, get ready. Heather, you did a good job with emailing me ahead of time so I had a little bit time … a little bit more time to think about this so this is not me just flying off the cuff, everybody. Here’s what I would do starting from scratch. I [00:06:30] think Tia helped me, sent some my problem yesterday but interested … Oh, okay. Great, great, great. If Tia helped you, that’s perfect. This is going to be an additional layer to what Tia showed you. For right now I’m going to do ‘opens and reads any email in any list.’ Hey, let’s just do this the official way. All right. ‘Open reads any email’ and ‘open and reads any personal email.’ ‘Multiple times.’ Oh, did I set the other [00:07:00] one in multiple times? Because we want it to run multiple times. This is gonna be really cool, Heather.

Contact open to reads. ‘Multiple times.’ All right. So there’s our listener, okay? This automation is, we’ll call it our ‘engagement listener/controller.’ It’s got two functions. It’s gonna listen and control what the contact does, all right? [00:07:30] First off, I’m sorry. Let’s create a pipeline specifically for you. Okay. How to send image and text file. Surgey, do you mean how to send an image in an email? Or how to add an email … an image to an email? Oh, you’ll have to take a screenshot of it. [00:08:00] I use this program called CloudApp. There’s other applications that you can send, like take a picture, and it gives you a URL, then you can paste a URL in a chat. Or if you have a text file, just copy the text in the file and send it. Or Surg, you can just email me. How about this? You can just email it to this email address.

You can do that. All right? Those are your options. [00:08:30] So I’m just gonna call this ‘Heather Clients.’ All right? And ‘to contact’, ‘in contact.’ All right, great. These are your stages, right? Let me just make sure ‘to contact’, ‘in contact.’ Perfect. Everybody let me know if my screen is big enough. I don’t want it to be too small. “If you’re on a Mac, then do a screen shot then pop into Dropbox.” Yeah, Heather, awe man, this is not your first rodeo at all, Heather. All right. So we have the deal [00:09:00] set up. Let me refresh. And what I’m gonna do is anytime … Watch this everybody.

Any time someone reads one of these emails, what am I gonna do? I’m gonna move them. I’m gonna update the stage in ‘Heather Clients’ to ‘in contact.’ All right? For Heather Stage. That’s what I’m going to do anytime they [00:09:30] read an email, they’re going to move to that stage. All right? That’s fine for now. Oops. What I now want to do is, I’ve got two automations that we need here. This automation, another one is going to be … you know what? I’m going to call this the [00:10:00] ‘engagement controller’ actually because we’ve got a listener and a controller. This is not the same. ‘Controller.’ This one will be the ‘engagement listener.’ Or, how about this? ‘Engagement watcher.’ It’s watching for engagement, or listening. Either way. Somebody’s going to be added to this. We have no start trigger because I’m actually going to add them from the previous, from the other animation. They’re going [00:10:30] to be added to here and what’s going to happen is, we’re going to wait for 30 days. 30 days. If 30 days have elapsed then I’m going to update the stage of this deal to ‘to contact other clients,’ save. That’s it, that’s all this automation does. Is, somebody’s going to be added to this automation, wait 30 days. After 30 days [00:11:00] they’re going to be moved to ‘to contact.’

Now, in this automation, the minute somebody engages here, what I want to do is stop that automation warning. Oops, not this automation, another automation. What did I call it? I called it engagement something. ‘Engagement Watcher.’ Engagement watcher. Okay? That’s the first one. Okay great, [00:11:30] Surgey. I’ll check my email right after I finish this. Let’s say somebody’s in here and they’ve opened an email and it’s been 15 days. They’re waiting right here. They’ve been 15 days waiting here. Then someday opened another email. What’s going to happen is, we’re going to stop this automation so they never get to this point. We stop the automation and then we move the contact to ‘in contact.; So, if it was already in [00:12:00] the ‘in contact’ stage nothing’s going to happen. But, if it was in another stage, we’re going to move it into the ‘in contact’ stage. Then we’re going to wait a day. Wit a day, I recommend waiting a day because since they’ve engaged that day I don’t want to do anything until the next day. Then, watch this Heather. We’re going to start engagement watcher. That’s it. So you see the switch. It’s like pull them out, put them back in. Pull them out, put [00:12:30] them back in.

I’m pulling them out of this one so that they don’t get moved to this stage, ‘to contact,; because I don’t need to contact them because they just engaged. I need to stop that automation, move the deal to in contact so that our organizer or yourself doesn’t get confused when you log-in, think that you need to contact them. Then I’m going to wait for a day and then I’m going to start their timer, their 30 day timer all over again by [00:13:00] entering this automation again. Now they’re coming back in, wait for 30 days. Now if 30 days lapse and they do not open an email because they haven’t entered this automation, they’ll now get the deal move back to ‘to contact.’ These two automations are exactly what you need Heather. In fact, let me share these with you. First, let me label them. Everybody [00:13:30] who asks a question gets automations and stuff named after them in the app. Plus, it will help me find it easier later. Let me know if that makes sense. She said “I feel honored.” Heather, you’re cracking me up.

This is the controller. It’s real simple. That one is easy to follow and it will help [00:14:00] you. Those two automations, it’s not a whole lot that could go wrong with those two. Like I said, they’ll automatically move your deals back and forth so you don’t even have to worry about it. Then, watcher. Those are the links in there. Those are the links if you just want to kind of start off from what I have. The beauty is this, this is the beauty [00:14:30] like for the controller. This one is just, we can even add other criteria. If they do something else we can move them to ‘in contact.’ We can do things in between there. This satisfies the initial question. The only thing that you’ll have to watch out for is that you’ll need some way to create the deal Heather. I don’t know if that’s, you filling out a form and the deal is created and they’re added to the ‘in contact with’ by default. [00:15:00] Whatever the case is, when that contact existed, that’s why I asked you, in the email, here’s the catch. When the contact is added to your account, you not only need to create the deal Heather, you’ll also need to add them manually to the watcher. You’ll need to add them manually to here because this is what starts the time. [00:15:30] This is what starts the tick, tick, tick, 30 days.

We would do it manually or move them in when they have a one deal perfect. Yes. I just wanted to stress, that was not covered here as adding them and making sure, when they’re added, they’re added to this automation. That’s the only thing you need to do. Once they’re added to this automation, of course, you don’t even have to worry about the other automations because this is going to be listening for the reeds [00:16:00] actions. You’ll be good. Heather, thank you for being on. You were a joy to have. Hopefully you come back. I know you’re pressed for time but, let me see, can we build this out for people who needed to be contact every 30 days then … absolutely. You know what you can do? Heather, watch this, in the watcher, you can add whatever you like. After this, if I wanted to do three months … what’s three months, 120 days? [00:16:30] I would do 60 days, right. At this point, I can copy single action and change this to 60 days. Wait a minute. You said three months, yeah, that’s 90 days, yeah. 60 days.

Now, if they’ve waited for 30 days, they get this. Then they wait for 60 more days. This means they’re at 90 and then I can add … I can move the deal, [00:17:00] I can move it to the next stage. We could have a stage that says, ’30 day to contact,’ ’30 day to contact,’ ‘120 day to contact,’ 12 months, whatever. I could see how to do that. [If/else 00:17:19] statements will do it based on tags. You could if/else statements. I found this linear flow works a lot better. [00:17:30] I shouldn’t say better, it’s just easier for me to follow, I should say. You don’t want to do it that way. You will have people who are tagged as ‘to contact 60 day.’ No, no, no, no. This would be 90 because remember they already waited 30 and they moved to one stage. They waited another 60 so at this point, at this green box, they’re actually 90 days in. I’m not tagging them either. I’m just kind of moving [00:18:00] them. If I were tagging them right here is where I would remove the tag. I would remove the tag right here. Let’s say 30 day. Oh, here it goes, what’s that. ‘Not Engaged 30 days.’ [inaudible 00:18:15]
I would remove it here so that, let me know if I’m not mixing it up. If I’m mixing it up, let me know Heather. You may be asking something else. [00:18:30] Just let me know. While you do that, let me look at Surgey’s question. Okay, let me copy this. I’m just going to copy this over. Boom, okay. I’ll read [00:19:00] that in a minute Surgey. All right, my colleague has his keeping in touch list, yup, segmented into contact every 30, 60, 90 days are once a year. Yeah, so for him, hold on. Contact every 30 days, 90 days or once a year. So, in this case Heather, is there somebody, are you’re saying, there’s a case where he wants to reach out to them [00:19:30] every 30 days. I will then tag his contacts and use them if/else based on tags then move back to ‘to contact.’ Hmm. I almost get it. If I reach out every 30 days, how would I reach out 90 days? Essentially that would be like I’ve reached out to them three times. Three times would be 90. Shall [00:20:00] I quickly be a panelist? Yes, yes Heather. I know you’ve got like seven more minutes. Here I can just promote you to panelist actually. Unmute. Heather, you have the floor.

Heather: Yes. Thank you Chris it was really, really useful. I have to say, Tia managed to beat you to it by sending me a couple of automation setup. I think it might be this and it helped me sort it out. But yes, so my colleague wants [00:20:30] to take his 2000 list of contacts and basically go, these people have to be contacted every 30 days, these people have to be contacted every three months, these people every year. What I would do is set a tag so when he tags them, he’ll have to tag them all as which ones are 30 days, which ones are three months, which one’s a year. He then tagged watcher and after the 30 days you put in a, if they’re tagged to contact every 30 days, you then move the deal stage. [00:21:00] Then you, of course, then you go wait 60 days for the if/else. If they’re tagged, whatever, [crosstalk 00:21:11]

Chris Davis: I get it, yeah, you’re right. You’re absolutely right.

Heather: Then you do it by if/else [crosstalk 00:21:16]

Chris Davis: Yes, you are correct. Oh Heather, that’s a really good case. You’re blending this with a sorting automation that we’ve talked about before. Where, [00:21:30] everybody gets into the watcher but after 30 days, you only want to follow with the people who have the 30 day tag, right?

Heather: Absolutely, absolutely, on the basis that we’ve got it to work for me, I’m now, okay, let’s make it work for my colleague who will then take two and a half thousand contacts in is like “Well hey, this means I won’t forget” because you’ll be able to visually see on his own pipeline exactly who he needs to contact.

Chris Davis: Yeah. Let me show everybody just so they know. I get it but I don’t want to assume everybody else … [00:22:00] I don’t want you all to be left out. I’m just going to assume you have a not ‘engage in 30 days tag.’ You’ve got your own.

Heather: I haven’t yet but I will do.

Chris Davis: You’re right.

Heather: We’ve only used it for less than a month. We’ve not even been a month [crosstalk 00:22:15]

Chris Davis: Oh, you guys are really moving then. Good job. Essentially I would do this then.’ Move action and follow steps.’ This is what Heather’s talking about, everybody. You see this? [00:22:30] We’re going to wait for 30 days and if 30 days lapse, we’re going to look and see, do you have the 30 day contact tag? If yes, then we do something. Let me just take this off because it’s confusing now?

Heather: Yeah, we don’t need that.

Chris Davis: If not, we wait for 60 days and then we do the same thing and check here after 60 days do you have the 60 day tag? Right here, and if yes, we move as well to whatever stage [00:23:00] that is. Yeah, that’s good, that’s perfect.

Heather: That is very powerful.

Chris Davis: That is very powerful. When you couple it with the previous automation that’s going to take them out when they engage, oh my gosh. This is a really good use case.

Heather: You’re not having to do lots and lots of tagging to do it.

Chris Davis: Absolutely, right. Yep. Good stuff Heather. It’s good to hear your voice and good to meet you.

Heather: Yeah, you’ve got the [00:23:30] wonderful British accent [crosstalk 00:23:33]

Chris Davis: Yes, I do appreciate it deeply, I do.

Heather: I really appreciate your help Chris today, really, really did. You’ve been great trying to help me sort out this. It’s been doing my head in.

Chris Davis: Heather, don’t be a stranger, let me know how this thing progresses. I am extremely interested in how you use ActiveCampaign as you get more and more familiar with it.

Heather: I’m [00:24:00] breaking already, which is good.

Chris Davis: You’re right, yes. This is exactly what we want people to do, push it to its limits because it’s users who do push the limits that make the platform better.

Heather: Thank you very much for that. Do you want to switch me off?

Chris Davis: Yeah, yeah. I’ll move you back. Thanks again Heather, I appreciate it.

Heather: Pleasure.

Chris Davis: All right, that was great. That was really great. Okay, so let’s get to question number two. We are trying to configure [00:24:30] CPM but we cannot understand one simple thing for ourself. Okay, CPM has really good features but we cannot find the main one. By CPM I think you mean CRM? I’m going to assume it’s CRM, let me know if you truly do mean, okay, great. Why do I need a CRM to make deals? Sellers work with transactions, yup. The manager managers … manages the entire sales department, yup. The technical directly manages the technical development in support of these customers. Yup. The director of the organization should see all the results for all process in this communication, [00:25:00] client support, yup, yup, yup. Did I say something new, I think? Yup. This is an elementary structure that exists in any company and any business, yup. Even if only three people work in it [inaudible 00:25:11] You have a tool for separating transactions for managers and processes that you can create a separate pipeline for departments. The problem is that there is no tool for combining information. The sales manager needs all the information in one place for all transactions. Specifying which manager they are dealing with. The head of the business needs all information on all processes in one place. [00:25:30] How to divide the total into components is understandable. Make different pipelines and different access rides. How to collet the results back is unclear.

All right, let me look at your manager. Yes, what you’ll need here is, you have ActiveCampaign that is handling the processes but you need an additional step, which is beyond the CRM. [00:26:00] You need a way to compile all of the information from each pipeline. You’ve got your sales pipeline. You’ve got your manager pipeline. All of these processes are essentially being handled by the stages in the pipeline. What you need is a overall view for somebody to see all of your data. They need one place where they can see all the data. For that, you’re going to have to export the data [00:26:30] to a dashboard display. I know people who do an Excel sheet. They have Google Sheet, they use Zapier and they’ll use a WebHook from ActiveCampaign at the point in which they need to send the data out. They’ll have their Google Spreadsheet just automatically updated. For you, it looks like there’s transaction data that you’ll want to see. You can see it by [00:27:00] date. The point of what I’m saying is, how you want to visualize the data is beyond the CRM. the CRM is all about officiating the process, right? The data is a result of those processes. You’ll have to use WebHooks in ActiveCampaign.

For instance, if this was a process and I say “Okay, as soon as I create this deal, I need to be able to see that. I need my manager to be able [00:27:30] to see that and then there’s like 10 other automations that are going on, they need to see all of that information.” You do this, you hit plus and do WebHook. You send this WebHook to a platform like, Zapier. Okay? Zapier will intercept it and now they can publish that information to Google Sheets. It’s just like an online sheets. It’s online Excel sheet. From there you could [00:28:00] get your top level visualization. The data visualization is not what our CRM is for. No, no, no, no. You won’t divide the information, you’re compiling it. You’re adding it. Yes, you’re very welcome Heather. Right now, as is, your information is divided through different pipelines and different stages. What I’m gathering from everything here is that [00:28:30] you need to combine the information. When you say this, you want to combine it. The tool for combining is, you have to send it out of ActiveCampaign and display it in a combined format.

One of the combined formats that I would recommend you use is a Google Sheet, an online spread sheet where you can display the data in sales and rows. In columns and rows so that all your manager [00:29:00] has to do, or the owner, log into that sheet and all of the data from within ActiveCampaign will be placed in there, how you like it. Let me show you. For instance, I don’t know exactly how you will want to display your data. I’m just going to come here. Oops, I’m sorry. Let’s just see I say “Seller one has [00:29:30] info, seller two has info, seller three, I don’t know, manages the technical development, support, tickets,” however it is. Here, you’ll be able to use ActiveCampaign. Maybe this is one automation. This automation is going to populate [00:30:00] these rows. Another automation is going to populate these rows. Another automation is going to populate these rows and another automation is going to populate these rows. This is just for visualizing your data. This sheet. When you go back into ActiveCampaign, ActiveCampaign is just handling the flow. You have your processes and then the visualizing of the data that comes from those process. Those are two separate functions.

The visualization is not a CRM specific thing. [00:30:30] That’s more like reporting, right? It’s so specific to what you’re looking for. You’ll, more than likely, with any CRM that you use, you’re going to have to export that data in a way that you need to display. I have the image open, I’m looking at your image. That’s how I understood you had manage pipelines, sales one pipeline, sales two pipeline. You’ve got this mind map. All information must be in one system. Yeah, okay? I see not only [00:31:00] the state of the process but also specific transaction. Yeah, yeah, yeah. You won’t be able to see everything. You’re not going to be able to log into ActiveCampaign and see all of your transactions and all your contacts in a bird’s eye view. That’s what I’m saying, you’re going to need to put it in another system. If you want to see it on an individual level, if you want to go into a specific deal record, you’ll be able to see that. If you want to go into a specific contact, you’ll be able to see that as well. I do have your image open, I just don’t have it on [00:31:30] the screen because it opens in the email browser. I see what you’re talking about. There are dash products like Dasheroo that can help with Zapier that are more elegant solutions.

Yeah, that’s fine too. If you’re familiar with Dasheroo. I don’t assume everybody’s level of knowledge here. I just wanted to start up something basic like Google Sheets but yes. If you’re familiar with Dasheroo. I would use ActiveCampaign to send the data out and WebHook. [00:32:00] You can use Zapier and Dasheroo and display it however you want. The main point is, you’re going to need a dashboard type software to display the information, how you need to it to in your specific case. Yeah, feel free to use Dasheroo. I’m familiar with that, I’m familiar with actually a few dash-boarding applications. I just didn’t want to add a layer of complexity. Oh no, no, this is Peter. Surgey, I thought that was you. Peter yes, you are correct. [00:32:30] Peter say Dasheroo. Yes, I agree. Here, let me show you all. Surgey brings up a great point because sometimes, there is a certain way that you need to see things. That’s one of the core reasons why we have WebHooks, so that you can send data out at the point and [00:33:00] time within an automation that you need so it could display how you want. In this example, maybe, Surgey, you just want to log in and see, like you said, these things. The transactions, the revenue, the amount of contacts, whatever and see line charts and everything, that’s perfectly fine. That’s actually a very common use case.

What we would promote is that you use ActiveCampaign to handle the process and then display the data as you would like so that somebody, maybe they [00:33:30] never log-in to ActiveCampaign, they just log-in here. Maybe they have no clue where the data’s coming from. They just do their thing and then when they log in, they have it to where they can see it. I’m not sure what I’m looking at here but I believe these … these are all the flows, right? You got your management, initial sales, tech coordination, contract implementation, closed sales and support. Each one of these stages, as the deals progress [00:34:00] through these stages there’s data that you’ll want to see. You’ll want to have displayed. Let me make sure I’m following you, yes. That data, at the point that you want it displays, you’ll have to send it outside of active campaign and place it in a platform like Dasheroo, or something, so that you can see. Active campaign is going to give you this level, right? If I could double click on some of this stuff, you need [00:34:30] a level deeper and you don’t need it on an individual basis or independent basis. You need it on a broad, global basis, right? Management needs to see all things in one place, exactly.

Perhaps your implementer is the one that’s setting up all of these deals but your management is not going to be able to understand this. management is going to have to log into a platform like this. Which is, combining, back to one of your statements here, yeah. There is no tool [00:35:00] for combining the information, you have to combine the information in another platform like Dasheroo. Management can log into Dasheroo and see exactly all of the data combined in one place and they don’t have to go clicking through pipelines and stages and contact records. Let ActiveCampaign do the processing of your stages and your data and send it out to platform that displays it for your management easy, like a tool like this, which is very common. [00:35:30] This is why we have reporting in marketing is because, we need to display whether it’s manual or automated, we need to give management insight and overall view of everything that’s going on. Surgey, I’m going to assume you’re the implementer of the marketer. You’re going to be familiar at this level. Management doesn’t care about this level. This is too technical for them. They want to know the results, the data, what’s going on, just give me the big picture.

You [00:36:00] use a platform like Dasheroo. Or, like I said, if you’re less technical and don’t want to essentially pay, you can start off with Google Sheets and go from there. Some people are really savvy with Google Sheets and they make all kind of charts and graphs but a platform like this is going to be a lot easier and a lot cleaner. Management need to [inaudible 00:36:23] things so I can’t make it in AC. You can’t make the dashboard in AC, no. We are not a dashboarding software. We integrate [00:36:30] with dashboarding software but we are not dashboarding software. You shouldn’t rely on any CRM to display it in a way like this. That’s an unrealistic expectation for this type of software. You do have enterprise soft- enterprise CRM software that’s going to give you a little more deeper reporting. Even then and still, I don’t think it’s going to be specific to your example [00:37:00] of what you want to see. Either way, you’re going to have … you’re going to run an integration to a tool like this to display the data how you need it, or how you like it. So yes, the answer is, ActiveCampaign does not display it in a dashboard manner. Even in our reporting, it still wouldn’t be in a dashboard manner like this.

Yes, let me know if that … if you have any more questions. Thank you man, [00:37:30] thank you for … thank you for sharing this. It brings up a good point for people to understand kind of like, not the limitations but the intended purpose or usage of ActiveCampaign. Remember, we’re a stack-enabled platform. We want you to be able to easily send data to and from platforms like Dasheroo or whatever so that you can make sure that you get the experience and the [00:38:00] execution you need for your business. Let me know if you have any other questions.

Bill, I see you on. I want to answer your question really quick. Bill, let me go to the link that you sent me. I replied to your email as well. Here, I think this is it. Watch this, here’s what I meant Bill. I’ll kind of show you what I was mentioning. [00:38:30] Here’s another case everybody, for WebHook. Anytime you’re trying to send information to ActiveCampaign or from ActiveCampaign and there’s no native integration like, the tool doesn’t already integrate with ActiveCampaign. Or, it’s not listed in Zapier, something like that, getting a WebHook developed is not really expensive. For all of you that know, a WebHook is just a secure way [00:39:00] of sending data from one application to another. Don’t let the term WebHook, that’s a technical term, don’t let it confuse you. It’s a secure way of sending information from one person to the next. I mean, one platform to the next. In this example, Bill, when someone registers. Let’s say I say one and I click register, all of this information, all of this information is being posted [00:39:30] and here’s what I mean y being posted online securely.

Any form online, if you look at the code, you see this here, it says method post. That means it’s going to post this information in a secure way that no human being could ever read or intercept and understand what it is. What a WebHook does is, it intercepts this data and translates it to where ActiveCampaign can understand, this is the first name, this is the last name, this is the email. [00:40:00] That’s what a WebHook would do. Essentially what you’re going to have to do with this, with this plugin, is when someone hits check out, you’ll need someone to create a … to develop a WebHook for you that grabs this information and sends it back to ActiveCampaign. It’s not expensive. I don’t know what freelancing websites are out there now but I wou;dn’t pay over 100 dollars for it. It would be something that you could use now. It would be yours. It would be your [00:40:30] integration for this ticket software. Now, anytime you register you’ll be able to send the information to ActiveCampaign.

And, I will agree, Bill … and let me know if any of this doesn’t make sense. This is very nicely designed. Let’s put it side by side so you could see what I mean when I’m talking about the CSS. I think this is a really nice plugin by the way. [00:41:00] Checked it out a little bit since you emailed me. All of this stuff is, it’s literally CSS code. I could jump in here now and just start seeing how is it … how does it look like? This header, this row is, I could probably align it. All of this shows the code and how it’s … [00:41:30] what should I say? How it is displayed. If I do left, add some CSS, now you see it’s to the left, right? Then if I do font, wait, bold, now you see it’s bold. If I do this and do border bottom, those two pixel’s, solid. You see? See how it’s starting to [00:42:00] look just like that, just by me kind of adding some CSS to it? If I go to the button I can do background blue. It’s not this background in a sense, but you get it.

Color is white. I can do border is none, see what I’m saying? It’s already starting to kind of take shape, like [00:42:30] the form. The form that you have here. Yeah. That’s the way that you would style this, to match your website. That’s CSS Bill. That’s CSS that would do that. Then, to get the information into ActiveCampaign you’ll want to use a WebHook. Do not be put off by using WebHooks everybody. If you have to pay somebody, I’ve had them developed for myself, as low as 50 bucks. It’s a one-time, 50 buck fee. The WebHook, it [00:43:00] exists on your server, it’s your IP. You own it, you own it. It’s like a baby app. I know we’re so used to being able to sign up for tools and applications that already do that stuff. If it’s a very important usage ten definitely make sure that you are willing to just pay for some custom development. All right, Surgey.

Separation of information between management and sales department management is a basic function for any CRM. [00:43:30] Thanks Chris, we appreciate your expertise. I plan to learn code and use this as a project next. Okay, great. Great Bill. Keep me updated man. This is the only function for which it’s needed. Tell me, are you planning to implement such a function so that I can make all the information in one service? No. Surgey I can tell you that right now, no. If you find a CRM that displays the information that you’re talking about [00:44:00] in a way that you like it natively, please let me know. I am serious. I don’t know of one and I’ve used them all, SalesForce, PipeDrive, Zoho, Agile, CRM, I’ve used them all. They’re going to give you basic reporting. Kind of like on the movement between stages. If you go up high enough, if you get the enterprise level of SalesForce, which is probably going to be like 30,000 a year or more, you may [00:44:30] be able to even customize those reports. That very much may be the route for you. But, no, no, no. Combining the information, like you’re mentioning, I mean, it’s a bit confusing. I do like the plugin. Yeah, yeah, definitely.

Surgey, you say the perpetration of information between managers and sales department is a basic function for CRM. This is true but you’re talking about, the problem is, there’s no [00:45:00] combining information. I’m confused because you say the separation of information, I thought you were referring to the combining of information. That’s what I was focused on. The separation between managers and sales, that’s yes. You are true. You are right in that. I was talking about, off of your knowledge, your note here, combing. Anyways. Let me see. [00:45:30] The real solution. We hired a new employee of the call center. How to connect it to the CP and CRM so that he could see and conduct only his transactions and head of sales can control his work. I understand I need to make a separate pipeline for him. How to configure access rights. All right. In that, if you want to configure access rights, if you go to ‘my settings.’ [00:46:00] What you’ll want to do is create user groups. Oh, okay. Google translator is turning it into CPM. No worries, no worries, no judgment here. You’ll want to create user groups. You could perhaps have different group. With each group you can add your users to those groups, right? Now, when they’re added to the group, check this out. You can set [00:46:30] their permissions here. All right?

Delete deals, reassign deals, add pipelines, edit pipelines. You can set the permissions that they have. Now, it’s not going to prevent them from being able to perhaps see like other people’s pipelines. They’ll still be able to see other pipelines. You can definitely, in the settings, [00:47:00] the user settings, you can dictate their access rights. Like you said, how to configure the access rights, you can do that by creating a team. Doing their permissions, adjusting their permissions and limits. On that group, I’m sorry, group. Then, go and add that user to the group. Any user that is … added to the group will inherit the rights, or the privileges of that group. [00:47:30] The pipeline, need to access for user one and manager. It won’t be pipeline specific though. You won’t be able to go in here and say “User one has access to pipeline A and B.” You won’t be able to do that, you’re either going to give them access to all pipelines, or no pipelines. It’s not to the level of pipelines. As you see here … where did it go? I messed it [00:48:00] up. As you see here, under … what did I say? Users. Users and groups. You see here, these are all of your options for permissions.

As you see in deals, it’s not that you can set it to a specific pipeline, you can just say, can they add pipelines, can they edit pipelines and can they delete pipelines. It’s not necessarily, can they access a specific [00:48:30] pipeline. Then I do the plugin as a start … yeah, yeah, yeah. I can give all or nothing. Right, correct, to the deals section. You’re going to give them access to these. They’re either going to get access to deals or not. [00:49:00] See? Off/on. If they do have access, you can determine what they can do within that access, okay? Hopefully those will work. If not, there’s no harm, no harm no foul in getting a CRM that does exactly what you need to do and then integrating it with ActiveCampaign. We have people that do that all the time as well. He knows [00:49:30] about group rights so yeah. Those are your options. Those are essentially the options to … the more that you’re typing here, it sounds like you have a specific, I need pipeline for one, yup. It sounds like you have a specific need that may be outside of the ease, the easy, the easy handling of ActiveCampaign. You may need some custom development. Or, like I said, [00:50:00] you may need to use a CRM specific platform and then just tie it, integrate it in with active campaign, just kind of getting a feel for, based off your questions that you’re asking.

We have five more minutes everybody. Feel free to submit your questions. I’m here until 11am. So far it’s been really good. [00:50:30] I’ve enjoyed all of these questions that you all have submitted. I hope they have been very helpful for everybody. That’s what this is for. That’s what this is for. Get any questions you have answered. Let’s see here. All right, okay. All is well. [00:51:00] All minds clear. That’s fine, that’s great. I just want to make sure we had it all. I really enjoyed the example that we learned today with Heather, that was a good one. All right, another question. Do you have clients with more than three sales person who use CRM? You could show how it’s setup. Yeah, we use it. We have a sales team of about 17, 17 people, and we use our CRM. [00:51:30] However, as I mentioned, we’re not combining the data outside of ActiveCampaign, we’re dealing with it on a specific contact. But, if you want to set up a demo with sales, feel free. Absolutely. In fact, they can … you can tell them that you’re interested in seeing exactly that. Let me show you. I’ll give you the link here, [00:52:00] Surgey, in a second.

Here it is. Schedule a demo. This is the link that you want to click. There we go. I’m going to put this in the chat for you Surgey. I’m sending it right to you. Click that link, set up a demo and you’ll see how our sales team uses [00:52:30] the CRM. Perhaps it can give you a little better insight than me because I’m not over there in sales. Yeah, we definitely use it. We use our own tool. Like I said, we’ve got over 10, 15 reps, so definitely more than three people here that use ActiveCampaign, CRM. With that in mind everybody, thank you so much for joining [00:53:00] office hours today. We will be back Friday, this Friday, at 1pm central. Bill, I’d love to hear your updates on your registration process with that plugin and see where you’re going with it. As well as everybody. Surgey, if you’re able to schedule a demo and get some clarity, I’d love to hear what you all talk about and what you come up with. As well as everybody here that just watched, perhaps, and [00:53:30] were taking notes. Feel free to come back Friday at 1pm. I’m here every Tuesday and Friday, Tuesday at 10am, Friday at 1pm.

Feel free, register, get back in the loop, ask your questions, email me, what not. One more before we go. Surgey. I love AC, how flexible the possibilities are given my automation and what complex scenarios can be realized. Definitely, reach out to [00:54:00] sales. Set up that demo Surgey, seriously. Because, it may just be a communication gap. You’re expecting to do something that maybe I’m not interpreting right that is possible. But, even if that’s the case, remember … Hey Peter, have a good one Peter. And thank you too Bill, you’re welcome. If the CRM itself cannot [00:54:30] do what you’re trying to do, remember, you cal always use an external CRM and tie it in. We support that. You wouldn’t be the first person that needed that kind of functionality. We have people using SalesForce that integrate with us. PipeDrive. Like I said, there’s many CRMs out there that people use to integrate with ActiveCampaign for that very reason. Just to prepare your mind, even if you use a different [00:55:00] CRM that give … that’s a little more robust and it gives you the functionality that you need and you’re using ActiveCampaign, there’s still going to be a strong possibility to combine that CRM for your management. You’re still going to have to send it out to a dash-boarding software. I just want to make that known to you, just to try to curve the expectations.

But yeah Surgey, don’t feel bad to search around for a CRM that may be a better suitor for your needs. I’m [00:55:30] sure we can meet your marketing automation needs. If the CRM, you need a little more then, definitely, get a different CRM then just tie them in. Yes. At this point, I don’t know, I mean, I’m beating a dead horse here. If there’s any level of functionality that is lacking, please feel free, A, to set up a demo and explain to them exactly [00:56:00] what you’re looking for, or use a different system. No harm there. Our CRM handles most small business needs. Every now and then you have a case “Hey, I need this, this is a key function for my business.” If we don’t have it yet then yes, feel free. Nobody’s holding you hostage. Trust me, we want you to get the tool that you need. Yes, no problem Surgey. No problem and no issue, [00:56:30] no issue at all. I’m appreciative of you coming on and reaching out and just trying to get your situation handled. This is what we’re here for.

I would love to be updated with what you find out. I truly want you to have the best tool. I would love to know what tool works best for you. With that being said everybody, I am signing off. Thank you all for your questions, your feedback, everything. I will see you next week. [00:57:00] Or, I’ll see you on Friday, sorry.