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Office Hours – June 6, 2017

Recording of Office Hours hosted by Chris Davis on June 6, 2017.

Transcript

Chris Davis: Record. Alright. We’re ready to go. I’m going to do things a little different. What I’ve been finding is … Where’s my account? If I add the questions as a text back in it it works a lot a better than as I was doing it before. We’re always refining and improving here at ActiveCampaign. Now I can keep the question [00:00:30] up on the side. I just need to go into my email, but I’m not going to put my email on screen. You just never know. I don’t want to expose people’s questions. Anyways, welcome everybody. I see some new faces. Glad to have you on board. We are in the portion of today’s office hours where I’m answering questions. I’m just pulling some questions, [00:01:00] it looks like … Chris, great name, Chris Lopez, hey Chris. I’ve got an email from you with some questions. Alright.

Chris is currently asking about our deals. He says he’s been learning the system, building out some marketing and sales for a new business, real estate, oh, nice. [00:01:30] Built strong sales and marketing in the past with their own … I have two inbound lead funnels … I want to add task or some function. Alright, let me add this here so everybody can follow along, and let’s just talk through this everybody. This is very interactive so if you all have a strategy that you’ve been using that’s been working really good for [00:02:00] you, feel free so that we can leverage the power of the community and make sure that we get the best answer possible. For Chris, he has two main inbound lead generation funnels, okay? One’s name and email, another one is name, phone, and email and you get a free membership registration, I’m assuming is what you mean by that, alright. To supplement [00:02:30] the sales process, he wants to add tasks or some function for the sales person to attempt to connect on three social media networks.

How I understand this, Chris, is when you get an inquiry or when you generate a lead, what you would like to do is assign the task of connecting on one or … Connecting on three … One of three or all three [00:03:00] social media networks. If you could clarify that for me in the chat. Oh, okay, you’re using the Q and A, got it. Alright. Oh, here we go. Alright. Chris, you’re going in the Q and As, I see it now. Okay, so you want to connect on all three and … So let me also post what else Chris did in the email. He says he created a pipeline, which would’ve been [00:03:30] my first go-to as well, “I created a new pipeline for this but realized that that wasn’t ideal. I believe individual tasks for each network would be best. I want to space out the connection attempts and have it play nicely with my bigger marketing and sales process. When I add a task to an automation I’m get with effects drop down menu,” I have no idea what that means.

Oh, yeah, yeah, yeah. Let me show everybody this picture, [00:04:00] too. This is the drop down menu Chris is talking about where it says “Effects”. Essentially, this is just saying what do you … Because you can have multiple deals, so we’re trying to figure out which deal do you want this task type to be attached to. Okay? That’s what that is. I think I understand what you’re asking here, [00:04:30] Chris. Initially I think you would have a stage where all of your leads go to. From that point, every time a deal is created you’ll want to assign these tasks. The deal owner is one who gets assigned those tasks. That’s how it works in ActiveCampaign. If you wanted someone else to handle those tasks, you would make sure that they’re the deal owner, [00:05:00] they’re the owner of that deal.

Now, I don’t follow when you say, “I created a new pipeline for this but realized it wasn’t ideal. I believe individual tasks for each network would be best,” I don’t know what network means in this situation. Alright, great, Chris, we’re going to put you on. Alright, I’m going to promote you to panelist. Alright, Chris, [00:05:30] you are unmuted.

Chris Lopez: Good morning, can you hear me?

Chris Davis: Yes, I can hear you, Chris, good morning.

Chris Lopez: Alright. I thought it might be a little easier than trying to respond through the chat window.

Chris Davis: Okay, great.

Chris Lopez: I’ve got the basic idea down, I’ve got my one major pipeline where all the leads enter and if I have the phone number I give them a call, if I have their email address I do something else with them. But it’s still … I’m actively outbound engaging them with something.

Chris Davis: Okay.

Chris Lopez: In addition to my individual [00:06:00] act of phone calls and emails, I also want to connect through a LinkedIn request, a Facebook friend request, and that industry-specific gave a connection request on there as well. And space it out so it’s not like, hey, Chris, I call you today and then I send you an email and you get three friend requests all in five minutes. I’m not trying to marry you on the first date.

Chris Davis: Got you, got you.

Chris Lopez: I want to space out. It goes in the bigger context, I’m not sure how quite all the [00:06:30] pieces move together.

Chris Davis: Mm-hmm (affirmative).

Chris Lopez: I’m still a little hazy on do you assign the task to the deal or to the actual personal information, so I’ve got a few friction points on there, I’m
not sure where the best point where to start this for you-

Chris Davis: Sure.

Chris Lopez: But I’ll leave it there for now.

Chris Davis: How are they getting their social media information?

Chris Lopez: Two ways. I’ve got that feature in ActiveCampaign that automatically seeks [00:07:00] out the Twitter, LinkedIn and Facebook, so that’s a big help. Then, that works for Facebook and LinkedIn, and then for that industry-specific one, we’re going to go to that website and [print 00:07:13] their email address and their name and do a manual search.

Chris Davis: Okay.

Chris Lopez: I just want something to where I know for myself and as I phase this out to my salespeople I’m very granular where, they, do this, do that, do that, and everything’s a simple check the [00:07:30] box.

Chris Davis: Yeah, okay. There’s two ways you could do it, Chris. You can use tasks or you can use notifications. Now, how tasks work on deals are there … Let’s say … What is this? Oh, yeah, this is from my last one. Let’s say I have this deal, right?

Chris Lopez: Okay.

Chris Davis: If I go to tasks and I … Oh, [00:08:00] I’m sorry. And I create a task here, the deal owner active Chris, I am going to be assigned those tasks. Okay?

Chris Lopez: Okay.

Chris Davis: Any task on the deal is assigned to its Owner. That’s one way you could have it have an automation set up to where maybe it adds a task every week. So like you said, they’re not doing it every day, stalker like, hey, [00:08:30] here I am, let’s be friends everywhere. Maybe after you get their information the first task is to just connect with them on Facebook, right?

Chris Lopez: Yes.

Chris Davis: Then you wait a week, and then the next task is to connect on LinkedIn. Then you wait a week, and then the next task is the industry-specific, right? That would be more so like an automation where you start when someone enters a particular [00:09:00] stage. When the stage changes from stage to, let’s say, that contact or requested demo, I’ll use that. What we can do is, in the CRM, we can add the task. Now, the reason why you can’t see who it goes to or whatnot, because the deal owner is going to inherit every task.

Chris Lopez: Okay.

Chris Davis: Wherever you create the deal, that’s where [00:09:30] you want to determine who is going to be responsible for all the tasks assigned on this deal. For the most part, when it says “Effects”, you’ll mainly want use these two options.

Chris Lopez: Can you explain those two, because I am completely confused on that and I tried going through some training, I just … That’s the [crosstalk 00:09:53] I’m chasing my tail on.

Chris Davis: Yep, yep. You’re going to create this task and we’re going to call it meeting and [00:10:00] connect on Facebook. I’ll just do 15, shouldn’t take them that long. Now this task is going to be created 15 minutes from now for due in 15 minutes, and it’s going to affect which deal? That’s what the effects is … It’s either going to be the most recent deal for the contacts, or this is the most recent deal that’s been added [00:10:30] to their record, or the mostly recently updated deal for this contact. Then we have all other deals. We’re trying to determine which deal do you want me to add this task to? Now, if you have multiple deals and multiple pipelines, this could be a bit tricky so that’s why we make sure you specify down here to the pipeline.

Chris Lopez: Okay.

Chris Davis: If they’re in this pipeline, normally, Chris, you’re going to do the most recent deal. [00:11:00] That’s the default or the most recently updated deal. They’re one and the same, essentially. I don’t have many people in one pipeline who have multiple deals happening at the same time. Normally, it’s an entirely different pipeline.

Chris Lopez: Right, I-

Chris Davis: That’s why this is here, the pipeline.

Chris Lopez: Just for clarification-

Chris Davis: Yes.

Chris Lopez: I don’t have anything too complex.

Chris Davis: Okay.

Chris Lopez: If it’s just basically one deal per person and I have one pipeline for now, if I just choose that-

Chris Davis: That’s it. There you go.

Chris Lopez: [crosstalk 00:11:30] pipeline, I’ll be [00:11:30] good?

Chris Davis: Absolutely. Absolutely. You’ll have no issue. Then we’ll save it. Then, like you said, you don’t want to come off too aggressive.

Chris Lopez: See, I didn’t even thinking about doing the weighting. I was just going to assign all the tasks at once, but that’s even-

Chris Davis: Oh. Yeah, yeah, we could delay it.

Chris Lopez: I like that.

Chris Davis: Keep them focused, right?

Chris Lopez: Mm-hmm (affirmative).

Chris Davis: Look, all you have to do is this one thing when you get the email. Go in there, you’ve got a task, clear it, you’ve got [00:12:00] seven days to complete it. Yeah, so that’s how I would space it out there and that will handle at least making the connections.

Chris Lopez: You answered my question perfectly. Can I ask one follow-up on the sales pipeline?

Chris Davis: Absolutely.

Chris Lopez: I’m a little … I sent you a follow-up email, I’m not sure how clear it was but this is the question. We’re doing real estate so truly person-to-person relationship sales [00:12:30] at the end of the day, building a connection, and it’s a long term relationship building thing. We’re not doing one company with multiple people we have to close the deal on.

Chris Davis: Okay.

Chris Lopez: I’m getting a little confused on, we’ve got that … When you go to click the person’s deal, you’ve got the deal tab and you’ve got the personal information tab. Then as you’re working through, do I assign the tasks to the deal and put the notes to the deal or do I do that personal info or does it really matter since we’re doing [00:13:00] a one-on-one?

Chris Davis: Yeah, if you … Just so everybody on the call knows what Chris is talking about, you have … This is somebody within a deal, this is their personal contact record here, and then here’s the deal view where you can view all of the deals that this contact has. If I click on a specific deal, it’s going to take me to the deal view. Now, you see here [00:13:30] where it says task notes and email?

Chris Lopez: Yes.

Chris Davis: If I go back to personal information, I have the same thing.

Chris Lopez: Yes.

Chris Davis: Task, notes and a emails. So these are task, notes and emails assigned to the contact. These are task, notes, emails assigned to the deal. If you’re on the deal tab anytime … Although this looks the same, right? This bottom part where we add a task note in deal? Whenever I add it, it’s going to be specific to which tab I’m on. [00:14:00] That’s just some background information just so you can understand how it’s working.

If I want to add a note or a task to a specific deal, I want to highlight it from the deal record and then I can add it here and it will be attached to the deal. Not the individual. It will be attached to the deal.

Chris Lopez: Okay, and-

Chris Davis: And-. Yeah, go head.

Chris Lopez: I was going to say, I think as I’ve been playing around, when you click on the deals and you have the pipeline, I like the visual [00:14:30] indicator where it shows your overdue tasks and your upcoming tasks.

Chris Davis: Yes, yes.

Chris Lopez: I would have to assign those tasks to the deal and not the individual, correct?

Chris Davis: Right, right. Here’s why you want to assign them to the deal, because now whoever the owner is will inherit the ownership of those tasks. Sometimes maybe you have tasks that you want handled [00:15:00] by somebody else. So the contact deal stays the same but as long as I have these tasks attached to the deal, if I change the owner then that new owner’s responsible for those tasks. It’s really the way of assigning tasks to people.

Chris Lopez: Okay.

Chris Davis: You see what I’m saying? Normally, in other CRMs you would, perhaps, have a list of tasks and just choose somebody to do those tasks. Right?

Chris Lopez: [00:15:30] Yes.

Chris Davis: In ActiveCampaign, you’re going to have a deal. The deal is saying, “Okay, what tasks are involved with this deal?” You have all of your tasks and then you say, “Okay, who’s the owner of this deal?” If you’re the owner of this deal thus you’re the owner of the tasks.

Chris Lopez: Okay.

Chris Davis: Yeah. It’s a little different and I see exactly where you like, “Well, wait a minute, what … Do I assign it to the individual or do I … ?” [00:16:00] It’s almost like inheriting everything that the deal has the owner inherits as their own. Whenever you change owners, like a used car I guess, right?

Chris Lopez: Okay. That makes sense. I’m just trying to … It’s different that what I’ve been doing for 10 years, that’s all it is. I’m just trying to [crosstalk 00:16:22].

Chris Davis: Right, right.

Chris Lopez: My other question for clarification on here.

Chris Davis: Mm-hmm (affirmative).

Chris Lopez: I have some sales [00:16:30] instances where for newer sales agents in real estate they are “pounding the pavement” working the leads to find
a good lead and then set a … I’ll say a three-way call, or a three-way meeting with an experienced agent.

Chris Davis: Okay.

Chris Lopez: To help close a deal and sign a contract. How is it possible or how would it be possible, I should say, so let’s say, I’m the newer agent and I’m making my 100 phone calls and emails a week and I get three people and Chris, you’re my experienced mentor and I want you to [00:17:00] reach out to these three people to just say, “Hi, I know you and Chris have talked, let’s connect, I want to meet you, blah, blah, blah.” Is it possible for me to still keep my follow-up task pending to touch base with this guy in a week but then assign you a task, “Hey, Chris, call this guy tomorrow morning to give him a meet and greet”?

Chris Davis: Yeah, right.

Chris Lopez: Would I end up having to create two different deals-?

Chris Davis: Yeah. In that instance, and this is where we … [00:17:30] You’re looking for a deeper CRM integration, which is one of the reasons we’re tidying up our sales force integration. One thing you could do is use this, notify someone. Now, it’s not going to show as a task, but it will send off a notification to me or whoever the person that you [00:18:00] want to have handle the task. You can do it in form of a notification.

Chris Lopez: Oh, so … I think I just that light bulb. So I could send notification to you and then also to me-

Chris Davis: There you go.

Chris Lopez: And say this is an automated email. Chris Davis you need to connect with this person-

Chris Davis: Exactly.

Chris Lopez: Reply to the email to me, and I can keep it in my inbox and just delete it when it’s done [crosstalk 00:18:23].

Chris Davis: Exactly.

Chris Lopez: Alright. That’s enough. It does not need to be that fancy. Okay, perfect.

Chris Davis: Yep, yep, [00:18:30] great Chris. This is a great use case. But yes. It’s just learning the different … Simple tools in ActiveCampaign. I think this will help you out a lot.

Chris Lopez: Yeah, no, I know you guys you say you’re not traditional CRM but I love what you do. I actually used to maintain and build an in house CRM and I had a three person programming staff and I’m able to do it now myself, so it’s …

Chris Davis: Yeah.

Chris Lopez: I [00:19:00] love what you guys are doing.

Chris Davis: I appreciate that. And you can appreciate it because you know how it is maintaining a full CRM.

Chris Lopez: Yes, I’ve been there.

Chris Davis: Can you imagine putting that load on a business owner? That would just be so wrong. I’m glad you can appreciate the simplicity and understand why we do it this way.

Chris Lopez: Let me ask you just one more piece of advice.

Chris Davis: Mm-hmm (affirmative).

Chris Lopez: I know you’ve got a very limited snapshot of my sales funnel, and I’m [00:19:30] coming in from my background with my set in ways attitude. On the little bit you’ve seen, do you got any recommendations or different points of views, different clients you’ve seen with a similar sales process that you have insight into better methods or different things like that?

Chris Davis: I would say the biggest thing going forward for you is going to be using automations in parallel with your manual [00:20:00] processes, right?

Chris Lopez: Yeah.

Chris Davis: Here’s what I mean. By default, of course, I would recommend having an automation that runs in conjunction with every stage. Just having it in place, it doesn’t have to do much, but just having it in place so at any point you can interject some automation to help you. Also, you know like here, and the reason why is because I can move somebody … Most of your team, they may just be used to [00:20:30] going into the contact record and updating stuff, right?

Chris Lopez: Yes.

Chris Davis: And moving it from stage to stage here. By coupling stage activity with automations, it really allows them to do more, right, do more than what they need to do. You can be very specific with an internal message, and say, “Hey, do this. When you’re done make sure you add them to the appropriate stage. The options are this stage or this stage.” Then, [00:21:00] when they go in and actually update the stage, another automation triggers and some other stuff happens. So your sales people can stick to their core function. That’s all they have to do, they don’t have to really master ActiveCampaign. They go into the contact record and make updates. That’s really the most powerful thing, Chris, and when you get it, when you have the automations aligned with the stages, then you start seeing an entirely different world of possibilities. The [00:21:30] creativity starts flowing and things really start coming together.

Chris Lopez: So, I think I’m seeing a different avenue now than I was doing. I was creating automations and I was naming calling hyphen whatever the task was, and I’m building this out myself now before I roll out to my sales team, so I was … If I call and left you a voicemail, I was going to personal info, run automation, then adding the calling hyphen all one [crosstalk 00:21:59]-

Chris Davis: Oh, [00:22:00] interesting.

Chris Lopez: I was having that move the stage pipeline but I guess probably the more visual way for salespeople would be to come up to this pipeline-

Chris Davis: Yep.

Chris Lopez: Then drop down and select it, because that’s more intuitive for your-

Chris Davis: Exactly. Yep, have them do this where they select it or, if this is easier, have them actually just move it.

Chris Lopez: Even if they just drag and drop it, that would be enough to trigger an automation, wouldn’t it?

Chris Davis: Yes, exactly.

Chris Lopez: Oh, cool. Thank you.

Chris Davis: Exactly, yes.

Chris Lopez: [00:22:30] That will be much easier for [crosstalk 00:22:33].

Chris Davis: Right. Drag and drop when you’re done.

Chris Lopez: I like that was much more intuitive than my method. Cool, man. Well, thank you.

Chris Davis: Yes, no problem. I really appreciate you calling in.

Chris Lopez: I will start hopping on here regularly. I’ve gone through all your podcasts and I’m enjoying them.

Chris Davis: Great.

Chris Lopez: I know that stuff is tough to put out so I appreciate it.

Chris Davis: It is. Thank you.

Chris Lopez: And that we enjoy it.

Chris Davis: Alright, thank you, Chris, will do. I really appreciate that.

[00:23:00] Alright, that was great. Oh, man, that was great. Oh, Mark, you had a question. Mark, I’m going to put your question up. Wow, that was a really good use case, I’m glad Chris dialed in here. Mark says, “How do …” What happened to my font size? “How do you change the ownership of the deal? Can only the main admin do that?”

You can change the ownership of the deal two ways. [00:23:30] The answer is, anybody can, Mark, with the correct privileges. When I say that, you can go to settings and you can have user groups, everybody. These user groups, as you see, I have a group called Marketing Team and a group called Education Team. Let me look at my Marketing Team. Here is where you can set all the permissions, alright? [00:24:00] So you see this? Reassign deals? If that’s checked then … Let me check it, now everybody in my Marketing Team has the ability to change the owner of a deal. Now when I go back to users, as I’m adding users I’m going to add them to the appropriate group. When they’re in that group they’re going to inherit all of those privileges. Now, Mark, [00:24:30] any user you add to your Marketing Team group will now be able to reassign deals. Alright? That’s one way. That’s just to answer, “Can only the main admin do that?”

However, in the deal creation process, you can also assign who the owner is within an automation. This [00:25:00] is free of any user at this point, right, because it’s an automation running. So if I do add a deal within an automation, you’ll see here I can use the deal title, value, and then select the owner. Now, this would be static. This is going to be a static value. That means everybody who goes into this automation is always going to get this deal with this owner [00:25:30] unless I added some logic. Started doing some FLs. I can say … Watch this, watch this, this will be interesting.

I wonder if I have this custom field, I don’t know if I have this … Oh, I do have it. Gender. Okay, alright. If gender is male, add this deal. Oh, I’m sorry. What I want to do is … I just want to do a quick demo. [00:26:00] Let’s say custom sizing, how about that? Custom sizing, so $100 dollars, and for whatever reason I’ll just put it there, requested demo, owner. Now, oh, I’m glad I did this. Auto and manual. Auto means this. When you create a [00:26:30] pipeline … We’re talking about how deals are assigned, everybody. If I go into here and go into options, you see how it says Auto Deal Assignment? This is how do you want to assign deals when Auto is the deal owner. For here, if I say Auto, it’s going to reference the pipeline and say, “Okay, we’re going to do Round Robin.” So it’s just going to alternate, right?

Now in this [00:27:00] automation, whenever someone comes in it’s going to give it up to the next sales person in line, right? But let’s say I wanted to say, “Hey, I want to give everybody … Everybody I want to assign them to Chris unless they’re a female.” If the gender is not a male, which is a female, then I can go here and update owner and say, “You know what, I need you a female,” to do that. Okay? [00:27:30] See that.

This is a simple automation that essentially says, “Men get assigned to Chris, women get assigned to Jamie. That’s how you can use an automation to assign them as well as understanding the Auto assign portion as well.

Susan, hey. I see I got a question. Mark, let me know if that helped answer your question. Susan asks, “Is there a central location [00:28:00] for the links you showed earlier? I am new to ActiveCampaign and would love to review several of them.” A central location for the links … Okay, Mark, that was helpful, great. Let me know if you have any other questions, Mark, too, because we can continue on this. This is very … I love talking about these deals because they’re so flexible. Mark, I’ll check. I probably did get your email, I’ll check now.

Susan, you’re saying, “Is there a central location for the links you showed earlier?” [00:28:30] Oh, oh, oh, do you mean these links, Susan? Just let me know so I know which ones you’re talking about. Do you mean these links? Just I’m typing there, let me know, we’ll see here … Yes, okay. Susan, I can put them in the chat. As far as … Because they’re all links on our site, so [00:29:00] activecampaign.com/learn/podcasts/blog/community ideas. I’m going to put them in the chat again just in case you can access them. I would click the link on them from the chat and then bookmark them in your browser. That’s the best way. Okay, great, great. You’re very welcome, Susan. Alright.

Mark, let me see. Oh, I did. [00:29:30] Mark, I overlooked yours. Sorry about that, my apologies, man. Alright. Oh, yes, goals … Oh, you’re in the Barry’s Facebook group, yes, and you watched the [prior feed 00:29:45] webinar. Goals … Yes, goals are amazing. Hopefully, I’ll get a chance to go over them here. Let’s see. Let me get to your questions. Alright. “My question is is there a recording of the Tuesday [00:30:00] and Friday webinars?” Yes, and we’re tidying that up, Mark, so soon I’ll be able to send you a link on our website and it will have transcripts and everything so they’ll be easy to find. I’m going to send you this link individually, Mark. This goes straight to you. That’s the link for all of the recorded … Okay.

“Do you have a list of all automations you created which are publicly available to [00:30:30] import?” I don’t have one of all of them. I create a lot, I create a lot of these automations on these calls. I’ve got about 136 of them, but if there’s a specific one, let me know and I can get that to you. Because if you watch the Thrive Themes webinar, I did provide all of those links in the Thrive University. If you need that link, [00:31:00] let me know as well and I’ll get that to you. But yeah, all of the links are there. If there’s ever an automation that you see me build, let me know and I will mostly definitely share that URL with you as well. Okay, cool.

Then he says, ” [00:31:30] Do you create automation labels for every group of automation … ” Okay, I’m going to put this one up. I want to put this one up because I don’t want people to miss this, this is a really good question. This is a great question here. What Mark is asking is, “Do you create automation labels for every group of automations specific to a campaign process, like you did for Thrive?” Mark is talking about these. So he’s asking, “Do I create these … ?” What’s my method in creating these labels?

Now, I will tell you this. I am more prone to creating more labels than less. One reason is, of course, they’re free, I can have unlimited. As you see, you [00:32:00] can have multiple labels for automations. Now, look at this. I’ve got 136 automations. It’s going to be very hard for me to start keeping track of where all my labels are or where all my automations are. For that case, I like to make labels a couple ways. I’ll give you my primary framework.

One is by funnel. Maybe I have an eBook funnel or membership funnel. [00:32:30] Every automation that is connected to that will be in a label, just so it gives me a quick access to all of the automations within that particular funnel. I also like to do them per function. So funnel and function. In my personal account, I have a label called, I think it’s website visits. Now, any automation that is triggered by a website visit, I store that in [00:33:00] that label. That could also share another label, because as you see here they could share two labels. So funnels, functions and then the other one I tend to create labels for are freebies. Hey, look at that, that’s three Fs. I didn’t even try that. I think I’m going to run with that. Funnels, functions and freebies are the three Fs that we just created here [00:33:30] that I really like, of the basic approach to how I create labels in ActiveCampaign.

If I have a freebie that is attached to a particular funnel, then that’s going to have two label tags. That freebie is going to have the name of the freebie tag and then it’s also going to have the funnel that it’s attached to label. It’ll look like this one right here where it has two. I [00:34:00] will … Let me think, a Thrive, would I create a quiz label? Maybe, if I’ve got multiple quizzes, maybe I want to do an overall label that says quiz and then it gives me all of my quizzes. But knowing me, my quiz is going to be part of a particular funnel. I’m going to have it labeled under that funnel and if I want a little [00:34:30] granularity maybe I will have quiz. So that when I’m looking at all of those funnel automations, the one with quiz easily stands out. But yeah, I would say stick with the three Fs for now.

“Is there a way to sort labels?” Currently, no. You can edit them, but I can’t … Wait a minute, can I? Oh, I thought we were all about to experience something new. No, you can’t rearrange or sort the labels now. [00:35:00] It’s the most recent one is to the bottom but Mark, okay, look at this. I want to show this, everybody, because I think this a great idea. Mark, if you would submit this as an idea, ideas.activecampaign.com. Email me the link so I can vote this up. Look at this. “Would be nice to be able to sort them much like the form fields, or at least alphabetically.” 1000% [00:35:30] agree. 1000% agree. That is … It seems so simple, but that is very powerful. Because look at this. I got I, L, W, E, I, O, P. There’s no method at all. Yeah, if was alphabetical or at least sortable like fields, I think that would go a long way, so I am right on board with you there, Mark.

Alright, another feature request is to add the ability to add labels in the create new automation … Mark, [00:36:00] you are … Who are you, man? Get out of my life, man. I just had this conversation the other day with the product guys. Mark, man, you are … So please add this one, too, to ideas, Mark, so I can vote this up. Here’s what Mark is talking about. When you create a new automation, you just start from scratch, right here, in this window somewhere is where we need to be able to add a [00:36:30] label. Add it to a label or create it.

Maybe it’s like, click here, maybe you drop down and can add a label here. But the second I come in here and I name this automation and I go back to automations, it’s gone. It’s in here, alphabetically sorted, and I have to go and search for it again, to find it. Whereas what Mark is saying is if you could do it right when you’re creating the automation, right when you come out here you can go to your label and then access [00:37:00] that automation. Listen, you are preaching to the choir right now. So, yes.

Alright. On to your other questions. “It seems you suggest small modular automations which tie into each other.” This is true. “Smaller than many I have built and others I have seen.” Okay, yeah. Alright, so let me put this up. Mark’s question is, “What [00:37:30] are your best practices for determining each does? The functionality of each one meaning follow-up only, pipeline related, et cetera.”

Yeah, I tend to … My approach to building these automations is twofold. One is I like the automations to read easily, and then two, I like to keep functions independent. I’ll go back to the Thrive, [00:38:00] like you were mentioning. I have this master sort … So, here’s the thing. I know what’s taking place in my automation. For this, we were doing the Thrive quiz and I sat back and before I even jumped into the automation builder I’m in my moleskine and I’ve really mapped out everything. I knew the path, I knew the information, and I knew what I was going to do. Now that I’m familiar with the various functions or the various actions, [00:38:30] that’s really my main driver, Mark, that’s really my main navigator in how build automations.

What you’ll find is that a lot of people that build on the fly will either end up having a really big automation or they’ll try to be modular, but they’ll be too modular. You have too many little bitty automations and you’re just like, “I’ve got 50 automations now. Do I need one automation for each email? Should I put five emails in one?” [00:39:00] Whereas I like to take a step back and make sure that I’m clear on exactly what I’m trying to do and all of the functions. If you could see … Yes, here, Mark, let me show you something. Mark said, “Can I clarify what I mean by moleskine in planning?” Is my video on? I’m turning my video on, everybody. But I lost my window that [00:39:30] shows my video, so I don’t know … Okay, you can see me, alright.

What I want to do is show you … Okay, there we go. This is my moleskine here, Mark. What I do is … I can show you, I think I have that specific Thrive example. Maybe I do. If I can’t find it quickly, I’ll just show you one of my other … Yeah, here it is. This is [00:40:00] similar. If you can see here … I know it’s probably backwards, but this is all of the quiz logic right here. This is all of it. I just drew it … I wrote it down so I could map it out.

One, when I put it down on paper, then I’m able to see, oh, okay, I’m able to start grouping the functions and seeing the path that people are going to go down. Now, when that happens … Let me do this here, there [00:40:30] we go, when that happens I’m more easily … I’m able to go into ActiveCampaign and see how I’m grouping things. Now, I can’t guarantee you that this automation would look the same depending on the quiz. For this specific case, I knew I was going to personalize some information and then after that I knew I was going to send them down an [00:41:00] path. Before they went down that path, I knew I want to merge some data into their contact record.

I could have, if we go back to my automation, what I could’ve done, Mark, right here where I enter … This is a good time to show you our new feature. You see this View Automation? This is a new quick link. This quick link now exists because of … To help you all with the modular approach to building these automations. What I’m saying is, Mark, I could’ve … [00:41:30] Look, if I go into this automation, what am I doing? I’m updating one custom field. Now, look at this. I don’t want this tree to exist here because now my automation just won’t look at clean. I want my automations to be clean and I want them to be able to tell … Like easily read. This one is easily read. I can say, “Okay, I’m [00:42:00] personalizing,” and I can look at my notes, and then I’m filtering on based if they have over $100k, and then I’m sending them there.

These are all functions. I have three follow-ups. Each follow-up is its own automation. Then I have two means of filtering them into there. On this optional personalizer is information that I need to use within the follow-ups. [00:42:30] Let me know if this is helping you.

It all started here … I have another one I’ll show you. Check this out. This is one I’m working on. It’s like a secret. It’s another funnel I’m mapping out here. It starts there. It starts there and then I’m able to … Okay, great, it’s helpful. Great work. What I’m able to do … I’ll tell you this, Mark … [00:43:00] You want to get into my brain. I got to warn you that there’s a lot going on up here, Mark, all the time. Man, I’m always thinking.

Here’s what you’ll find, Mark. Once you do it a few times you’ll start finding your flow and style to it. You’ll start building automations a certain way that really … That you understand and are very clear, but I cannot stress how important this is. [00:43:30] I don’t go anywhere without this, literally. If you see me walking anywhere, more than likely I have a … This moleskin or a moleskine with me, because I’m always thinking about it and if I can draw it, write it out really clear, I found I’m even that way with sales copy. If I write it out and then it’s easier to go in and start building and putting it online.

I would recommend trying it. I used to be a very [00:44:00] big advocate of flow charting software, which I still am but just not as my first step. First step, I’m going to write it out. If I want to put it in a flowchart to make it digital for the team and to disseminate it to others so that they can be on board with what I’m doing, I’ll do that. But more than likely, I’m going from paper to ActiveCampaign. What happened was, Mark, Hannah and I got on a call for about 45 minutes and she [00:44:30] explained her use case that she was going to use on that webinar. That allowed me to understand, okay, this is how I would do it and then that helped guide me into how I was going to do my modular automations. That’s actually the inside scoop on how that worked.

Let me see here. Alright. “I built them for clients, too, so simplicity is important.” Yes. “I found I was steering away from building [00:45:00] multiple smaller automations just because the organization of all automations … ” Yeah, so what you’ll do is, and what I’ve found, Mark, honestly, because I help a lot of our consultants, I help a lot of people coming from other platforms, too, migrate over, a lot from Infusionsoft. What you’ll see is, there are so many creative ways to use labels. What I’m finding that most people are really enjoying [00:45:30] that don’t understand ActiveCampaign like that, like your clients wouldn’t, they understand this organization.

If you name the automation specific to the task or specific to the options, then they’re able to see … And you can see here, if I go to Internal Podcast, if I go to this label, you’ll see I’ve even named them one, two, three, four, five, so that they would appear in the order in which they are executed. This [00:46:00] is actually my podcast funnel right here. This is each stage that someone can go into and it just triggers off. This could be one big master automation that I call Podcast Automation. But can you imagine a client clicking on Podcast Automation and seeing all those FLs, and go-tos and greens and blues? They would just be like, “Um, okay,” and click out.

At least here they can see that step one is interview interest. [00:46:30] Step two is request for them to schedule some time. Step three is confirm that they’ve scheduled. Step four is you’ve completed the podcast, and step five is the recording is live. I can walk a business owner through these steps and say, “Okay, these are the steps our automation is handling.” Now, if they want to ask how is that done, I say, “Sure, what do you have questions about?” “How are you marking it completed?” I may be able [00:47:00] to just explain to them, “Oh, okay, when a podcast is completed, I can got here,” and I can say, “Watch this.” I showing you my actual, this is my actual part. “When a podcast is completed, I just drag it over here and drop it over there.” You say, “Okay, what that will do is it’s going to trigger an email that sends to the person and lets them know that the podcast is live.”

For most clients, that’s really the only level of depth that they really care for. [00:47:30] They’re just like, “Oh, wow, great. Thank you.” They just want to know how it works.

Alright, so let me see. Mark says, “Create a doc file Barry has for tax but for labels for automation … ” Mark, I will take this idea on. I like that. I like your idea there. I like that. Let me save that. Good idea, man. [00:48:00] Mark, thanks for attending, man. Thank you everybody. We’ve had a great group of people today. Yeah, because we’ve got nine minutes left. I do want to stress, when you’re building modular this new feature that we added is amazing, which is the quick link. Look at this, it works in emails, too. Beforehand, you used to click on the email and then have to hit edit, right? [00:48:30] Well, these quick links when it comes to that, you just click edit and it goes straight to the email editor. Then now I can hit save and exit, and I’ll go right back to the automation.

If you’re using automations, like I just showed you that I build out more modular, you’re able to go … Not the personalized, I don’t want that one, but you’re able to go into … Let me see, Master Sort, [00:49:00] and easily find … Personalize them, like, “Oh, what was I doing in there again?” I click that and I go straight to that automation. Oh, oh yeah. Then I can go back. If I have a question about my high end consultation, click that, go there, it’s going to take me there, I can see what’s going on. I can go back.

Navigating through your automations when you’re building modular has just gotten a lot easier. This is something I personally worked on, everybody, so I’m excited [00:49:30] to see this out. We’ll be continuing to refine and improve it.

“Is there a way to set the default email to WYSIWYG versus code?” Mine is, actually. This is what Mark is asking. I believe mine is. Let’s see. We’ll test it out. Let me [00:50:00] just pick one of these old ones, it’s probably going to be something crazy. Oh, great, it wasn’t anything crazy. Let me see … When I do mine, mine comes up like this where you select a template, which these are all the drag and drop. However, I’m trying to think what … [00:50:30] I actually don’t know what actually you’re talking about. “Is there a way to set the default email to WYSIWYG versus code?” What I do is create a test [inaudible 00:50:40].

Ah, you put an asterisk text so it’s always at the very top. Yeah. That is a good workflow tip, Mark. [00:51:00] And maybe it’s here that you need … New campaign. “No, for the most part they start a new email message and it launches to the HTML view versus the text view.” Oh, oh, oh, oh, you’re saying you want the textview, is there any way to default to the textview instead of the HTML view. [00:51:30] No, no, no. Yeah, yeah, yeah. The reason why … Yeah, you have toggle every time because … When you create a template I don’t even think you can get to the textview anymore. Like here, this is just … Like our HTML view and textview is one and the same now, and if you wanted to … [00:52:00] Yeah. I know you can, when you create a new template, it asks you this. You can definitely select your code there. Unless you’re using a legacy. Legacy it’s a little different, it’s a lot more technical, so yeah.

Alright, great. Wow, [00:52:30] really good questions everybody. Yeah, I think you’re … Mark, I am very interested to see what account you do have, that is an older one if inside an automation when you add the email. Yeah, because now, all the newer ones which you can tell by your contact view, if your contact view is still old, if it’s not this, you’re probably on an older [00:53:00] platform. Because all of the newer ones … To upgrade, you’ll click on your logo and you should have a prompt here that says, “Update”. Maybe, I didn’t even know you could still be on those older ones but yeah, so now, when you put an email into a newer one, it’s going to start off as drag and drop, and it’s not going to start out as the code. Yeah. Wonder [00:53:30] what I was doing with this? So many automations in here.

Alright, great, great, great. Listen, everybody, thank you so much for attending today. I will get this call as well as last Friday … Last Friday we talked about attribution and conversions, our new feature that we launched last week. This right here, conversions. We went through how to set these up and use them in automations. It got really [00:54:00] good actually. I’m excited to upload that one, that one will be uploaded within the next couple days here. Alright, great, Mark, you’ll be back, I’m looking forward to seeing you.

The next office hours, everybody, is Friday at 1:00 p.m. Central. If you want to tune back in on Friday at 1:00 p.m., I’ll be before you again answering all of your questions and any questions that you have regarding ActiveCampaign, your business. It’s my pleasure always to help turn some light [00:54:30] bulbs on and just give you all the expertise you need to continue to move forward quickly. Yes, so, I’m going to use … I think it’s the [inaudible 00:54:44] time I get a good idea, I am total [inaudible 00:54:47]. Yeah, yeah, yeah, yeah.

Yeah, so, Mark, one of the reasons for submitting it is because of the internal flow. My voice, though strong internally, [00:55:00] is stronger if I can attach it to like, “Hey, look at this user record.” What happens is, when you submit an idea, internally we actually huddle around the idea, you guys can’t see it, and then we vote it up. Because the product and the engineers are separate from the marketing and the external things that we see. If I were to create an idea, I would look at the owner. [00:55:30] Then it just looks like we’re telling each other what to do.

But when you guys do it, we can say, “Hey, look, I talked to Mark, Mark was on a call today. He’s gone through our webinars, he’s gone through our podcasts, this, this and that. And he came up with a really good use case.” Then, if I can get some people internally to vote it up as well, then it has a higher chance of getting things done. I understand exactly what you mean though. “If you know it’s a good idea, can’t you just help work on it for us?” I get it, trust [00:56:00] me, 1000%, Mark. I get it. But based on how the design and development flow goes, putting them in ideas is the fastest way to get an idea up.

And here it is. I’ll put that right here. Here’s for your features request. Trust me, I understand it. I understand, man. I understand.

Thank you all again. Have an [00:56:30] amazing beginning of the week. Like I said, hopefully I’ll see you all on Friday. Have a good one.