Office Hours – June 9, 2017

Recording of Office Hours hosted by Chris Davis on June 9, 2017.


Chris Davis: All right. First things first, we’re going to go over the submitted questions. I had one submitted question, if you want to submit your question beforehand, to ensure that it gets answered, send me an email

When you do so, I will be able to see what you have, and it also gives me a little time to prepare. Sometimes a little preparation is good if you want a better answer, I’ll say. [00:00:30] Some answers are good right off the cuff, but for this one I have a flow chart.

Chris, is Chris on? Hey, Chris. Chris you are on, all right, great.

This is, we’re kind of piggybacking off of what we discussed on Tuesday, and that was this, Chris has a really good use case where he is combining automation and the manual [00:01:00] sales process. He’s using our CRM, and the last time I showed him a way to kind of stagger the creation of tasks with the wait state in an automation. Chris, I don’t think I named an automation after you, normally I do when I create an automation. I normally give it the name of the person who asked. This is it. I’m going to call this The Chris.

[00:01:30] Essentially, when a deal goes to a pipeline, we were going to add a meeting, then wait seven days, then add another task and wait more days and add a task. Piggybacking off of that, Chris sent me this flowchart to just kind of review and get some feedback.

This is a collaborative effort, if you all have some feedback, please, feel free to let us know. And Chris, I see your hand, I’m going to promote you and give you audio control [00:02:00] here. Unmute. All right, Chris, are you there? Chris, are you there? If you’re speaking I can’t hear you. I don’t know if you’re muted on your end, I saw that you hit mute/unmute, so I see that the interface is working, for whatever reason the sound isn’t coming [00:02:30] through.

Chris Lopez: Testing.

Chris Davis: Oh, here we go. I can hear you now.

Chris Lopez: All right, my microphone/USB cable fell out.

Chris Davis: Oh, okay. All right.

Chris Lopez: Sorry about that.

So, I don’t know what’s easiest for you. I don’t want to take over your call, but could I give you like a one minute overview, and then you can delve into the logic? What’s best for –

Chris Davis: Well, how about this. Let me try to explain to you what I think is happening, and then you can take it from there.

Chris Lopez: Perfect.

Chris Davis: All right.

[00:03:00] This is how I read this … I’m actually gonna start from the bottom, everybody. These are two automations that are gonna be running concurrently within these processes, all right?

And the first automation is what Chris is calling Social Media Connect. The whole goal of this automation, is to ensure when a new lead comes in, they’re connected. That sales person, or that sales rep, connects with them in various social media platforms.

So, [00:03:30] what we have is, if they’ve entered to automation before, they don’t do anything, okay? Because you don’t want to create a task to connect, if you’ve already connected. Why waste people’s time? So I love that Chris, I love that you thought that through.

But if not, we wanna connect on Biggerpockets, which is, I believe an investment platform. And then we’re gonna wait ten days, and then we’re gonna send them a LinkedIn request to connect, okay? Then we’re gonna wait ten days, then we’re gonna connect with them on Facebook.

[00:04:00] What I like about this is, Chris is not overloading you at one time, “Hey, connect here. Hey, do this.” You know? That could come off very stalker-ish. So, this very natural. It seems like it’s just a natural thing, right? Like, “Oh, I’ve got a LinkedIn request from this guy I connected with on Bigger Pockets.” And, you know, a week and a half later on Facebook.

So this is a really good automation on how to organically, or more naturally nurture, and use automation [00:04:30] to not be as robotic.

And then the second one is a source notification, and this is where Chris wants to maintain the source of the lead, okay? So he wants to store that value in a custom field so that he knows where that lead came from. Now the question here is, how do I make it so that I don’t overwrite that custom field?

I’m gonna answer that too, Chris, but essentially what he’s looking for is, does the source, [00:05:00] or start trigger, is going to be looking at a custom field? And if that custom field changes, then … And they haven’t been in here, right? We want to add that source in a value. We want to add that source value in a custom field.

And then if the referral custom field have data value then add notes … No, add source. Okay, source and refer, so we’re gonna do the same [00:05:30] for both. This, actually, could be two separate automations.

Chris Lopez: So just … Referral would be like a person? So, to be working with multiple agents –

Chris Davis: Mm-hmm (affirmative).

Chris Lopez: And a source could be like a website, or a YouTube video. So, a source is the adapting form, or it might be an actual person.

Chris Davis: Okay, I got you. That makes sense. So there’s a way I think we can do that.

Chris Lopez: It might be, if there’s a better way, that’s just … I’m all ears.

Chris Davis: Okay. All right, so that’s good.

We understand the automations, everybody. [00:06:00] And now let’s look at the flow, right? We have our traffic sources, now Chris is gonna be driving traffic sources to lead magnets, members straight to membership registration industry, straight to investment consult.

What you don’t see here, which Chris has already thought through, is these are all different audiences. It’s not like he’s driving the same audience to each. You know, somebody who’s a little further along, that audience is gonna just drive them straight to the investments. Someone who’s a little more savvy, but not as far along into the membership registration, and somebody, [00:06:30] maybe, who’s just getting started, just kinda browsing around, is gonna get the lead magnet.

So there’s some strategy behind that, and essentially the flow … What I really like about this, is the flow goes from left to right, okay? The flow goes from left to right. If you consume a lead magnet, he’s gonna push you to the membership registration, and as a member he’ll be able to continue to nurture, and provide value to get you to investing consulting.

So the lead magnet, when someone downloads a lead magnet, we’re gonna run the source notification, [00:07:00] because you wanna know where they came from. Essentially if it’s a lead magnet, that means it’s probably not gonna have a referral field, but will have some source of maybe Facebook, or some partner website, or whatnot.

And then we’re gonna connect via social media, right? What we’re asking for email and names … That’s fine. Then send an email to them, we’ll do a follow up. For membership registration, then we’re really staying [00:07:30] in education, elementary, okay? They’re gonna get both. They’re gonna get the source notification, and the media connection … Actually of them are gonna … Each phase of them is gonna go through that same process.

But now, we’re gonna add the member to an email list, and remove them from the newsletter. So Chris is changing the communication, at this point. He said, “Listen, you’re no longer a prospect at this time. You’re a free member, and I talk to my free members differently.” [00:08:00] So we’ll send the welcome email, add them to the on-boarding pipeline.

So now there’s different stages in on-boarding. Maybe your stages are split up in weeks, everybody, maybe you could even have it in modules, right? Or even courses that you require people to go through. He’s gonna create the deal, you’ve got the question mark relationships, so I’m sure you have a question here, add a task to call them, and then add the membership task.

So when you say “Create deal relationship”, what were you thinking here?

Chris Lopez: [00:08:30] It’s frankly, just I’m not sure of the best naming strategy for that, because since I’m working with an individual, and it’s not necessarily always a straight, going from, “Hey, you’re interested in buying investment property one day, or selling your house one day.”

Chris Davis: Mm-hmm (affirmative).

Chris Lopez: It’s not always a one, two, three process. It could take weeks, to months, even years, to fill in some of that. I’m not sure how to find that, because that’s where most of this comes into sales, per se, as you talk to them. That’s when you say, “You know what? I had a great conversation [00:09:00] with [inaudible 00:09:01] statements, but his timing’s like six months out, so we’re gonna talk again next month.”

Chris Davis: Yeah.

Chris Lopez: Someone needs to buy this week, I need to follow up with them tomorrow to make sure he got this done.

Chris Davis: Sure.
I think that, just based on my understanding, the angle is to get them to invest in consulting. I think as a member, the deal that they get is for investment consulting.

Chris Lopez: Right.

Chris Davis: Because that’s essentially what you have the membership platform for, is to get them there, right?

Chris Lopez: Correct.

Chris Davis: [00:09:30] So when I create a deal, and put them in the on-boarding pipeline, I would do something like this … Oh, I can do it right in here. I would do something like, when I create the deal, use their full name, right? I’m merging their full name. Full name, and then do … What do we call it? I’m gonna use your terminology. Investment. [00:10:00] Investment opportunity, something like that, right?

And the value of your average investment … Real estate, is that 250, or 25? 25 thousand. And now, for every member, at this point they have an investment opportunity of 25 thousand, and that deal is what you’re gonna migrate through the various stages.

And your initial [00:10:30] upfront call, like right here, where you would do the call, I think that’s when you set them on the path. Quick, medium, long … You know, long term. And perhaps those are the stages, Chris. Right? Maybe you have your on-boarding automation that gives them access to the membership site, it gives them all of the important links that they need, and then maybe the other stages in that pipeline set the frequency [00:11:00] of communication.

Chris Lopez: Right. If you scroll down to page three on that PDF –

Chris Davis: Oh, I didn’t see page three.

Chris Lopez: That is –

Chris Davis: Oh, there’s more. I thought there was only two, I’m sorry.

Chris Lopez: Ignore the bottom on that … It’s halfway done.

Chris Davis: Okay.

Chris Lopez: That’s kinda like the on-boarding pipeline –

Chris Davis: Oh, I gotcha. Okay.

Chris Lopez: But it’s … I’m starting big picture, working down.

Chris Davis: Yeah. No, I like this. Yeah, this would essentially do what I was [00:11:30] saying.

Chris Lopez: Okay.

Chris Davis: Just in a more granular way. So, yeah. This is good.

Essentially what we’re saying is, you’re starting every new member you reach out, to understand where they’re at. Right? To get an idea of how to follow up. So, yeah, this looks good.

And then an investment, we’ve got the same thing.

So, looking from a top level, Chris, this looks really good, all right? [00:12:00] I think this is gonna heavily rely on the DOCRM, of course, and everything really starts at the membership registration.

If I were to put on my markers hat, and wonder what performance metrics to look at, it would be membership to investment. That’s like the critical path, right? How are people progressing through there? So this looks really good, I like the fact that you’re gonna give away value for free, [00:12:30] in a LMS platform that has community functionality, right? So that people can self serve. And can continue to aid in the nurture process, alongside with you, to hopefully shorten it. And I like how you have everything mapped out. You’ve got this left to right progression.

So the one thing I wanted to help you with is this. This automation right here, how do you make it so custom fields don’t overwrite? This [00:13:00] is a great question. The only way to do it … I shouldn’t say the only way. The best way to do it, is to use a tag to start an automation that updates the field, and set it to only run once. Okay?

That’s the key. So when someone … Now, in order to do that, you’ll need to be able to tag upon submission, [00:13:30] right? Form submission, or referral entry. So, walk me through … Your lead magnets, how do you plan on giving that away? Is that just email and name on a website?

Chris Lopez: Yeah, that’ll just be through a forum, so I can have the tag figured, or added through the forum, or with –

Chris Davis: Exactly. There you go.

So you’ll have a global tag … The reason I call it a global tag is because it can be applied in multiple ways. [00:14:00] It can be applied from a form, it can be applied manually, but you’re gonna have an automation with that tag, right? Tag is added, we’re just gonna call this global source tag, right?

And we’re gonna set it to run once. This is a criteria that protects the custom field. Now you have to make sure there’s nowhere else that you ever update this field, because that’s gonna throw off the criteria.

If we say, [00:14:30] with the global source, is, can only enter this automation in months, essentially, that’s our criteria for a right only, right? A right once custom field.

Now, whenever we apply the tag, whatever source applies the tag first, gets the value. You know, it’s almost like a race for the custom field. Almost like … Well, no, I won’t use that analogy. I was going with childbirth. [00:15:00] We’re all racing to the field, right?

And the first source that applies a tag, gets that field. Because once it’s set like this, to once, you can never come back into it again. So that’s how you’ll want to set both your source, and your refer.

Chris Lopez: Okay, so that makes perfect sense. What I actually have to [00:15:30] call that automation, or call that value each automation, or kinda just have one global automation that says, “If this tag is applied, no matter what source, just a freestanding automation itself”, is that possible? Or is that to be integrated with the other automations?

Chris Davis: Oh, that’s … Yeah, because this will start, but then we need to populate the field with actual data, right?

Chris Lopez: Yeah, and that’s where I kinda started chasing my tail earlier.

Chris Davis: Yeah, [00:16:00] that’s the next step. How would I do this? Where would you get the source data? So, let’s use some used cases … If it’s from Facebook, how will we know it’s from Facebook?

Chris Lopez: I’ll have either the dedicated landing page, or for some kind of –

Chris Davis: Oh, I got it. Apps you can do? Yes, Chris, we have to use URL’s, man. This is how you do it. You’re gonna use our [00:16:30] nice … Our handy dandy sorting automation … What did I just click? We’re gonna use our … I hope I have it, still. Please be here, please be here.

All right, Scott. Let’s look at what I was doing for Scott. Yes. It’s something to this. Well, no, not really. Well, I’ll use it anyway.
[00:17:00] So we’ll still use it … Let’s change this out to be specific to yours. You know what? Let me not do this, because I may find myself in a position where I want to refer to what I did for Scott, so I’ll just do this.

All right. Here’s what I’m thinking, Chris. This is gonna be … [00:17:30] Everybody, continue to put your questions in there. Mark, you have some questions, so make sure you throw them in the chat, so I can get to them when I’m finished here. You want to get them queued up, and, essentially … Let’s delete these, and delete these.

All right? So now we’ve got a tag is added. [00:18:00] Okay, Mark, I will be sure to answer your questions, man. They will most definitely be on the replay, I appreciate it. Have a great weekend, man. Have a really great weekend.

So, if we have your tag, and we set it, like we said, once, now we can use … Here, we can use website conditions, all right? And I will say, it has visited URL contains, [00:18:30] and we can use like parameters, so you’ll have a dedicated landing page source, such as Facebook, right?

And now, if you want to use the entire landing page URL, that’s fine, but now we can use URL of which page they come to, to tell what the source was, right? So, let’s say for instance we have this parameter source equals Facebook, we select “Okay”, and if that’s “Yes”, [00:19:00] then we’re gonna update the field right here. We’re gonna update the contact field, source … Maybe I have a source, come on, Chris.

It just seems like I would’ve had a source field, but anyways, we’ll update the source field to Facebook, right? Yep, and then we’ll end the automation. Which, it’s gonna end anyway, but we’ll just do this.

So you will have that for as [00:19:30] many sources as you can control, and then you’ll have a catch all, that if it’s none of your sources, then it becomes like “Other”, or something like that, right? And then we’ll just have to do some investigation and say, “Okay, so out of all the sources I’m driving from Facebook, Twitter, Big Pockets, I’ve got a link in my signature line that goes to a dedicated page, so I’ve got all of my sources mapped out.”

The question now, is, “What [00:20:00] is ‘Other’, and how big is that pool?” That would be the only kind of hole. Yes, mark said, obviously you need site tracking enabling, yes, I jumped over that step. So, yeah, you’ve got site tracking on every landing page, as well.

So that will be the way. Use the URL to determine what the value … Use the tag, and enter only once to protect the field, and then use the URL to populate the field.

Chris Lopez: Makes sense, and so then I [00:20:30] could just have this … I could just run multiple [inaudible 00:20:33] statements, and have this automation, and then I could have it separately from all the others then, right?

Chris Davis: There you go, yep.

Chris Lopez: All right.

Chris Davis: That’s it.

Chris Lopez: Perfect. Thank you, you were very helpful.

Chris Davis: Yes, no problem at all, Chris. I really appreciate you taking the time to email, and jump on the call, man.

Chris Lopez: Well I will be back, but I’ll let you answer other peoples questions.

Chris Davis: Okay. All right, thank you.

Chris Lopez: Thank you so much.

Chris Davis: Oh, [00:21:00] man, Chris is moving, everybody.

All right, Mark, it looks like I’ve got a couple of minutes before you take off, let me show you all … Mark wants to see the Chrome Plugin. For all of you who don’t know, we have a Chrome extension. And I don’t want to use my email, because I actually have emails in there.

But let me see if I can do this. [00:21:30] I can do it this way, all right. Where is it? I’m glad I don’t have it installed. So, Google Chrome, I’ll say ActiveCampaign plugin. I’m gonna put the link in here, so you guys don’t have to search for it. Look at that, four and a half star rating [00:22:00] for the Google Chrome Plugin.

And what this is … Let me just show you all, this is, essentially turning your email, your Gmail, into a CRM. So you see how on the right sidebar, you get your contact view? How it works is this … In fact, we have an article on this as well.

But how it works is this: If somebody’s in your contact database, and they email you, okay? [00:22:30] What our Chrome extension will do, is it will pull all of their contact information in your Chrome Browser, and show you exactly all the tags, the automations they’re in, custom fields, everything. It’s essentially a mini version of ActiveCampaign, in your email.

So from there you can apply a tag, you can add people to automations, you can make notes to their contact [00:23:00] record. Essentially, everything that you can do in ActiveCampaign, you can do in the Chrome Plugin. And of course the requirement is you’re using Google Chrome, but it does, pulls from your email, which is nice.

Let’s say a customer emailed me, and they had a question, or they requested a refund, or maybe they wanted to … Yeah, let’s say they requested a refund. Right from my email, if I have an automation that [00:23:30] handles that refund process, I can hand them right to my refund automation, right? Right from my email.

As you see, right here, I was pulling the contacts … Let me show you this one. See that? How in the contacts from the program, it’s got tags, lists, locations, phone services, deals, automations and activity? I can click on the plugs for automations, add them to the automation. Or the flip side is, somebody I’ve been nurturing calls and they say, “Hey, I think I’m ready to go.” I can add a deal, right? Right from that automation, [00:24:00] that every time that deal is added, maybe some automation triggers.

So it’s giving you more flexibility and functionality from your inbox, or your Chrome Browser. Because you don’t have to be in the email … Look at this. You can also just click on the ActiveCampaign link, and it’ll pull up, you know, you can do a search.

So it’s just real handy if … I know a lot of people, when they’re in another platform, and they need to quickly reference the data in ActiveCampaign, instead of opening up [00:24:30] a new tab, and logging an ActiveCampaign, you can use the Chrome Plugin.

So, that’s that one. And Mike, the strategy behind it, because I don’t want to install it. I put the link in there, you guys can install it. The strategy behind that, is to make things a lot more efficient for you, right? When you’re dealing with your contacts. And the history of your emails will display on the contact [00:25:00] record as well.

So just an easier way to stay in engaged with all of your contacts, and stay up to date with everything that they’re doing, and easily move them throughout your application. All right?

And then, Mark, you’ve got another one. Hopefully I catch you before you take off. All right. How to avoid a contact from entering the same … Oh, [00:25:30] my … Mark, you’ve got some good questions.

You and Chris, you guys have been on it today. So, yeah, let’s take Chris’s. For Chris’s automation, let’s say we had some way to stay … So a contact could be in here, right? And if you all don’t know, as you have multiple weight states, a contact can re-enter that automation, and be at multiple points in automation.

It’s almost like cloning themselves, [00:26:00] unless you do this, okay? For any start trigger … Now, I will say, before I get started, this relies on the start trigger. If you’re using this action, start in automation, it’s gonna bypass the start trigger. That’s a little aster ics for everybody to know, when you use this start in automation, it’s gonna bypass the trigger, and if the start triggers configured to only fire once, it doesn’t matter, because that [00:26:30] automation is gonna start.

This is the only action in ActiveCampaign that can bypass that setting, okay? So if you don’t want that to happen, instead of saying “Start an automation”, use a tag, and then use that tag to start the next automation. And by doing that, you see this tag, we’re now able to not only set it to run once, but look at this, if you go to segments, and we go to actions, you can say, “Not currently in automation.”

[00:27:00] So if we select “Not currently in automation”, and you choose this automation … Chris, let’s see, Chris [inaudible 00:27:10], you’ll see the start trigger now says, “Has this tag, and is not currently in automation sorting” So this is gonna protect you.

So now, as long as you’re in here, you can’t re-enter. So if you want [00:27:30] to make sure that somebody’s progression through an automation is singular, and you don’t want them to re-enter at any point, at that clause to it, and you’ll be good. You’ll be good right there.

All right, and then a question regarding the weight state. If you set Monday through Friday, will the email be sent at midnight, or when? Yes. So, okay, [00:28:00] Chris, you say I have more than five automations I need to check, they’re not in. If you do that, this is not … That’s a different one.

So, how to avoid a contact entering the same automation, this is how you do that, but if you’re saying you want to check multiple automations, you’ll be able to have five conditions, I believe. Right? So, essentially [00:28:30] what you’re doing … Let me see. Well, wait a minute, you can do more than five, can’t you? I have more than five, yeah. It maxes out at five. Five checking automations.

Okay, so that’s a bit of a different case. Here, let me put that up. Let me see this, let me tell you how [00:29:00] to do this. You’ve got … Excuse me, I have more than five automations I need to check, that they are not in … The segment maxes out at five segments.

Okay, so here’s what you want to do. So, these are two separate questions. How to avoid a contact entering the same automation is this: This is the way that you do it, right here. How I showed you, but if you want to check other automations, [00:29:30] before they enter an automation, that’s different. That is what I would use the “Wait until” function for, okay?

And you’re not gonna wait until … You’re not gonna use every automation as your wait until. Here’s what you’re gonna do … All right, there we go. So what you’ll need to do, is set a criteria, set what I call a status tag … So for every [00:30:00] automation … Mark, every automation that you want to make sure somebody isn’t in, before they enter.

So, you have automation A, B, C, D, and E. Okay. Automations A, B, C, D, and E, not in before entering automation F. This is essentially what you’re saying you want to do, okay? [00:30:30] You want to check, and make sure that they’re not in A, B, C, D, and E, before they enter F. So, essentially, those automations need to be finished, all right?

And once they’re completed with that … I don’t want to say finished, because it’s not like they have to go through any of them, but you just want to make sure they’re not in any of them. So at the beginning of the automation, here’s what I would do.

[00:31:00] You need a tag. You need a tag that tells you the status … Let me call this “Mark Controller.” That’s essentially what you’re asking for is a controller. When someone goes into here, this is for A, B, C, D, and E automations.

So someone’s gonna enter, the first thing you’re gonna do, is add a tag that says end sequence [00:31:30] A. Okay? End sequence A you’ll have some actions, let’s just do an email. Okay, you’ll have some actions, you’ll have some weight state, but whatever, they’re doing something in this automation.

While they’re in this automation, you need to [00:32:00] make sure that they don’t enter another automation, okay? And what you wanna do is, when they’re done, you will then remove such tag, okay? And then you remove that tag, all right?

So this is gonna be for every automation that you want to check, and see if someone’s in, all right? And then what you’ll wanna do … [00:32:30] All right, so when you have that done, assume we’re in a new automation … Okay, so now we’ll do automation F, okay, Mark? Follow me here. Then I’ll look at your questions.

Automation F, all right. So now, let’s say you have some [00:33:00] form that people fill out. This is a synchronic to your automation A, B, C, D, and E, and the first thing you want to do is ensure … You want to wait until … Watch this, tag, does not exist in sequence. All right?

And you’re in sequence tag does not have to be specific to the [00:33:30] automation. It could be a global in sequence, so automation A, B, C, D, and E, all apply to in sequence tag. And they all remove it when they finish with that sequence.

Okay. Yep, Mark’s gotta go. All right, I’m gonna finish this thought. So now let’s think about this, everybody. Someone submits this form, and here, this is our gate. This is our gatekeeper, and he says, “Who goes there? Wait.” [00:34:00] And he’s essentially checking your credentials, right? He’s looking, saying “You can only enter in once I have confirmed that you’re not in automation A, B, C, D, or E.” Okay?

And we know that they’re not in any of those automations, because this in sequence tag wouldn’t be present. So that’s what this weight condition is gonna do, so this is a powerful combination of a wait until [00:34:30] with a tag, instead of a wait until a certain date, or a certain time, right?

Now we have a tag, and we’re saying “Wait until this tag is not present on your record.” That means you’re not in A, B, C, D, or E, and then, and only then, can you progress on, and go and take the other actions.

So those are the two elements you need. You need all of the automations that you want to monitor, if someone’s in or not. [00:35:00] You want to apply the in sequence tag at the beginning, and remove it when they complete it, and then you want a separate automation that looks for the presence of that tag, and as long as it’s there, it prevents them from progressing. It says, “No, stop. You can’t go until you don’t have any of those tags.”

And if we take this a step further, this has many applications. We’re just saying if they’re in another automation. But we can also do it, Chris, in your situation, [00:35:30] somebody can be entered into this, and they’re waiting there until maybe they’ve completed X amount of free courses, right? And then, and only then, do they progress, and maybe they get an offer. Like, “Here’s ten percent off.” Right? This would be a very powerful automation for that.

When we combine this wait until, to actual actions … These are sequential actions that we want people to take. Then at any point, when we come into this [00:36:00] automation, we can see how many people are waiting, right? How many people are finishing up the tasks, or the required steps.

The beautiful thing about this is, the steps don’t have to be sequential, they just have to be complete. Right? We can wait until any condition, but this has powerful implications. This is one of the often overlooked powerful [00:36:30] uses of our weight states, the wait until, and then combining the criteria from our segment builder to create a dynamic weight state.

For this one, like I said, we’re waiting until we know they’re not in any other sequence. Now, to couple this, we could do this, everybody. Just so you know, most people, maybe they don’t have that many automations, so maybe it’s just a couple automations you want to check.

You could go here and say actions [00:37:00] not currently in … Not currently in automation here, or not currently in automation there. Right? So I could easily do that, and then I don’t even have to worry about applying tags and removing tags in those automations. I could simply do it there.

I could say, “Look, if you’re in either of these automations, then you can’t come in.” Okay? But [00:37:30] that’s a little less strict, because as long as one of these is true they’ll go, so I want to do “And” actually. I want to say, “Hey, you’re not in any of those.” Instead of either one. I want to do, “You’re not in the one day no opens automation, and you’re not in the scheduled time request automations.”

Then, and only then, can you move on, right? ” [00:38:00] Look, I understand you wanted to come here, but you have to wait until you’re done.” It’s almost like dessert, right? I tell my children that all the time. “I know you want the cake, but you gotta eat your vegetables.” Right? That’s what this is essentially doing, is saying, “Hey, I know you want to go forward, but I’ve got to wait until you’re done with those automations. Sorry. You’ve gotta finish those automations first.”

So those are two ways to do it. You know, you can call [00:38:30] out the automations explicitly, or you can use tags in those automations that are applied when they enter, and removed when they exit, and use that tag as the criteria as well, because now you know they’re in an automation.

Honestly, this is a great way from creating … Preventing people from getting duplicate messaging from you, right? If you’ve got multiple lead magnets, and maybe your follow up sequences running parallel, and someone [00:39:00] opts in for both of them, maybe you don’t want them receiving both emails from both sequences at the same time, that could be a bit overwhelming.

Sometimes … A lot of times, people don’t put that much thought into their email. They just put in the auto responder, and let people fill them out. But, you know, that could result in people getting three or four emails from you a day.

Whereas in this sense you can say, “Hey, look. Whatever the first lead magnet they opted in for … Whatever that first one was, I [00:39:30] want them to finish out that process.” So if they opt in for another lead magnet, yes, I’ll deliver you the lead magnet, but I’m not gonna put you in a followup sequence, as long as you’re already in another one, right?

That’s powerful, everybody. That is a very powerful monitoring ability, and it does help keep the conversation and communication personalized. The last thing you want to do … What if you do have two lead [00:40:00] magnets, and someone’s really interested in lead magnets, and those emails are really getting them, and all of a sudden they opt in for lead magnet two, just because they wanted to see … And now they’re, “Oh, do I do this? Do I do that?” Maybe they get a point where they’re just like, “Look, stop emailing me so much.”

And I believe this is where the source of the question came from, from Mark, because he says he wants to prevent them from getting … He wants to avoid duplicate messages. [00:40:30] So this is definitely a way, all right? And then … Oh, he said if you don’t set a time, will the email be sent at midnight, or when? Last time I checked … Without you touching anything, I believe it is midnight. I believe the emails will go out at midnight.

I highly recommend that you set a time for your emails to go out, at least one time, and one automation, and then all future emails will be synced [00:41:00] to go out that one time. But you don’t want to leave it up to the system, because at any time it could change, honestly, but I believe it’s at 12 AM that day. All right?

And then the last question Mark had was here … I wonder why my text is all weird. Oh, it’s because it’s the wrong size. This means absolutely [00:41:30] nothing, I’m sorry everybody, sometimes formatting throws me off.

Okay, how to change an existing automation email to a new template? Great question. We just published a blog, a guide post on this, which I will share. In guide, it’s using the campaign template library, and right down here … Custom email templates [00:42:00] right here in campaigns, and here’s the one in automations.

We’ll get a screenshot added to this, but what … Oh, let me put it in a chat, though, just so you all know that it is possible. Keep the questions coming everybody, we’ve got a good fifteen minutes left, and I’m here for you.

But if you go to any automation, and [00:42:30] one with an email in it … If you have an automation that maybe it started as an automation email, but then after a while you’re like, “Oh, I really want to send this to a targeted list of people. Or a targeted group of people.” You can do that … Let’s look at what Sylvia has … Geez, where are my emails at?

Let’s look [00:43:00] at … I don’t know. I’m very rarely … Come on, email. There it is. All right, so what you’ll do is … Oops, I’m sorry. You’ll go to view emails. Just so you know, this is your bird’s eye view of how your emails are performing, okay? And from here, you do save as template.

And what it will do, is, you see how it says “Name Sherry Test”? When I save it as a template, it’s [00:43:30] gonna have that … Here, let me just do it. Save as a template, and watch what happens. See that? Sherry test. It’s the email from an automation, if I hit save and exit. Look at this, all my templates, there it is. Sherry test. It is now saved.

And I can access it again, if I go to campaigns, manage templates, there’s Sherry’s test, [00:44:00] all right? I have no clue where this segment came from. It may be something that we need to look into, but that is how you create a template from an automation email, all right?

So how to change an existing automation email to a new template. Oh, wait a minute. I think I may have misunderstood that. I think he was asking, if this is my template, how do I change this template to a new one? [00:44:30] I think that’s what Mark’s asking.

In that case, you cannot swap out templates, because each template has its own formatting and layout. So, in order to switch templates, you would need a translation tool that says where to map the blocks, and that’s beyond the scope of our email builder.

The closest thing you could do is change the theme of it, so that it matches, or [00:45:00] is similar to the other automation emails, but you can’t swap automation templates. How to change existing automation emails to new template … Yeah, so the best way to do that would essentially be copying and pasting, or going to your content blocks, clicking this, and doing save to content library. And then we can say automation text, right? And hit save.

Now I can go fire up my [00:45:30] new template, whatever that is, and when I go under blocks, you’ll see I have automation texts, and if I drag it down, you’ll see it’s the same. That’s the safest way to do it, instead of user copy and paste, just create how many other saved elements you need, and then in your new template, just simply go over and drag them and drop them on top.

All right? All right, cool. There’s [00:46:00] ten minutes left. Any questions? You guys are holding strong, still quite a few of you on. Thank you, I hope this is easy to follow. You know, ActiveCampaign is a very flexible platform, and I just want to make sure nobody on here is looking for a Webinar setup, right? We’ve had a few questions on how to configure a Webinar, because I just wanted [00:46:30] to make sure it wasn’t any of you on here.

If so, let me know in the comments, and I’ll go through that as well. But, yeah, ActiveCampaign is so flexible, it’s a flexible platform where there’s so many ways to do one thing, right? So many ways to do one thing, and it takes a bit of exploring, you know? Chris, I think you’re off to a good start, and then Mark, using the status tags that I showed you, that’ll be a big help [00:47:00] as well. All right.

Let me see here. All right, this question is … Can you explain the and/or segmentation within the conditions editor? Yeah, sure. This can be very confusing for some people, all right?/ what you want to do … I’ll use contacts, for instance.

You go in here … This is a segment builder, [00:47:30] it’s also available in automations, or wherever, throughout the application. And what you … This is probably the most complex you’ll ever get, is using multiple conditions and groups.

Let me just talk about and/or. And, is essentially saying all. So when you use the and functionality, that means everything has to be true. So in this case, if [00:48:00] I use and, that means you have to be a customer, and you have to have this eCommerce tag, right?

So, both, or all conditions have to be met, for this to be true. If I flip this to or, that means any. So, this is the difference between all and any. This means anything could be true. You can be a customer, or eCommerce, as long as one of them is satisfied, we’re good. [00:48:30] You know? You just need one of them.

Or, I always think of or as, you just need one. It doesn’t matter how you got it, you just need one, and you can satisfy the or.

Now, here’s the next level of complexity, or functionality, is look at when I do add a new segment. Now I’m introducing a whole another layer, or level of complexity, because I can say, “You just need to have [00:49:00] one of these, and these.” Right? And I can switch this to “Or” … I hope this is clear. I don’t want to get too deep into it, or confuse you all.

But, essentially, “And” means everything, “Or” means anything. And if someone chooses “Or”, and a contact meets both conditions, which condition would he choose? So, yeah, if both of these are true, whichever [00:49:30] condition is true first, is what we’ll trigger. Okay?

Let me put the question up there for you guys. Here is the question. There we go. I want to do this, actually. It’s like I’m scrolling. So, yeah. In this case, if someone chooses “Or” and the context meet both conditions, which condition would be chosen? The [00:50:00] result would be the same, whether they have both of them, or if they have one, they’ll still pass this criteria and go down the yes branch for this.

And if one is true, they’ll go down the yes branch. If both are true, it’ll go down the yes branch, because the only requirement is, one has to be true. If both happen to be true at the exact same time, it is the same as one being true at any time, for the “Or.”

The “And” is different. The ” [00:50:30] And”, if you have one true, it’s not gonna work until all of them are true. So, yeah, in an “Or”, it doesn’t matter, but an “And”, yes. In both conditions, or all conditions have to be true. If they’re never true, then that person will never go down this path, or satisfy the criteria.

So, a lot of times that can be confusing when you’re building out because you’re like, “Oh, wait a minute. I want them to be able to do anything? Or do they have to do everything?” [00:51:00] Right? If they have to do everything you want “And.” If they can do anything, you want to use “Or.”

And remember, “Or” doesn’t care how many of the cases are true, or the speed in which they become true, “Or” just wants something to be true. “Or” has low standards, okay? “Or” is like, “Hey, whatever you got, I’ll take it.” It’s like the dog at the dinner table. You throw it over there, he’s gonna eat it.

It doesn’t matter if anything’s true, [00:51:30] go ahead, and go pass. “And” is a little more, you know, high maintenance. “And” is like, “You have to have this, and this, and this. You have to have everything before you come this way.” You have to have it all together, right?

So, “And” is a lot more high maintenance, because it requires everything to be true, where “Or” will take anything. I hope that helps, Tia, let me know.

All right, hey, listen, [00:52:00] we’ve got five more minutes. Is there another? If you guys have a question let me know. If it’s a little longer, okay, great, that helps. If it’s a little longer, email me., and I can do what I can via email, email you back, or we can talk it through on the next office hours.

But yeah. The line is officially open, if you would like to submit any questions, at all. [00:52:30] No question is too dumb, and no question is too smart. Even if I don’t have the answer, which … That would be quite the question, but, you know, it’s still good. It’s still good to ask, because you have no clue who else has your question, and that’s not asking, all right? All right.

Follow them on social media, connect automation. Is it best to make a separate deal, or attach it to another? [00:53:00] A separate deal for each type? No. I would keep it one deal, and all of your tasks will be relative to that deal, and I would just move it through.

Yeah, I wouldn’t make a separate deal. I would make a separate deal … So the only deals that I see in your account, Chris, are the consults. That’s [00:53:30] one deal. I can see the membership side being for everybody who’s downloaded a lead magnet, maybe, and then the consult will be part of your on-boarding deal.

So, the consult deal will exist on the on-boarding pipeline, and go through those stages. The membership deal, would potentially have its own pipeline in stages. Yeah, those are the two deals that I would see for you. [00:54:00] Okay, great. All right.

Well, listen, it looks like we’ve satisfied all of the questions for the day. I see folks dropping off, so I just want to thank you all for tuning in to another office hours. I will be back Tuesday at 10 AM Central if you want to tune in again, and ask questions for your business, and how you need to leverage ActiveCampaign for your marketing, [00:54:30] all right?

Remember, office hours are every Tuesday at 10 AM, and Friday at 1 PM, all Central. And you can register at And when you get to training, you just need to scroll down. You all have done this before, because you’re on the call now.

Well, maybe somebody added you to the call, but right here in training, if you scroll down, there you go. You’ll see all [00:55:00] the next dates. All right, with that, I’m signing off. Everybody have a great weekend, be safe, be smart, and be present. Whether it’s with your family, or in your business. Have a good one, and I will see you on Tuesday, everybody.