Office Hours – March 17, 2017

Recording of Office Hours hosted by Chris Davis on March 17, 2017.


Chris: Record. We are recording now. I’ve got my chat up, I guess I didn’t check, I believe everybody can hear me. I’m pretty sure. Just can I get one person to type in “yes” that you can hear me? I should have did this in the beginning. Great. Howdy, hey, hey. Meghan, yes hey. Welcome. Great. Let me do this, let me … [00:00:30] Let’s get down to business here. You all should be able to see my ActiveCampaign account here, and I have a list of questions that were submitted.

As it goes, submitted questions are always answered first, however I know we have some new people on, so just in case you have a burning question, I want to give you the opportunity to slide it into the chat now. However, this is not your last and only option. As I start answering [00:01:00] some of the questions submitted, if you want to jump into the chat and ask the question, you can do so and I’ll find a break point, and we can go into answering that question.

Just for all of the new ones, new folk here, if you have a question, just let me know in the chat. Raise your hand, and I can get your question answered. Otherwise, we’re going to go right into the submitted questions here. I just wanted to give that opportunity out there. [00:01:30] Let me pull up my email here. Let me do it the safe way, pull it up on this screen. Lorraine I believe, Lorraine, Lorraine, Lorraine, Katrina, we’ve got. Katrina and Lorraine. Let me start with yours, Katrina. I’m going to put it on the screen so I can read it.

” [00:02:00] My assumption is they wouldn’t get the emails even though …” Let me just start from scratch. Katrina was asking, “If we have a sequence of four automations, and the first one adds the contacts to the other three.” The question is, “If someone unsubscribes to the events list, the list that they’re on, the pre-event communication automation, will ActiveCampaign recognize the connection for the event and post-event automation and [00:02:30] exclude them from receiving further communication?”

I took that as if you add, if people are in multiple automations, and there’s one automation that they’re in that they unsubscribe from, what happens to that communication going forward? I gave an answer, but I think I missed it. I don’t think I explained myself. “My assumption is they wouldn’t get the emails even though they would progress through.” Yes.

“I guess what I’m trying to get at is how does AC know when to apply the unsubscribe [00:03:00] rule when it isn’t a trigger? For example, let’s say Barb is on three lists,” Yes. “At some point she chooses to unsubscribe from the C.” Yes. “I want to put a bulk of contacts through an automation that is in relation to list C, but is triggered by a tag that is not in list C.” Yeah. “Barb has a correct tag, it’s put in automation. She would receive emails in this scenario. My assumption is that AC would recognize the fact that she is in active [00:03:30] contact, rather …” Yes.

Great question and use case I must say I have not thought of it this way, but this is a really good question. Here’s what will happen, Katrina. Since automations are not tied to a list, there is … Yes, there is the possibility that they could [00:04:00] continue to receive email. Ooh, This is a really good one. I’m honestly, I need to triple check. Let me triple check with the product team on this one. I will check with them and get back with you.

Because here’s the reason why, here’s the reason why I’m saying let me triple check, everybody. Check this out. When you’re in, when you’re sending an email … Remember we have these merge [00:04:30] fields, so when you’re sending an email, at the bottom of your email, automatically we’re going to place this click here to unsubscribe. Now what this link is … Let me just do this.

What this link is, it is this one “unsubscribe” link. How it functions technically is if people are on multiple lists, and they hit that unsubscribe list, they should be unsubscribed from either the most [00:05:00] recent list they joined or the first list they joined, that’s another clarity point that I’ll figure out for you all. The idea is that, that “unsubscribe” link will unsubscribe them from one list.

Now, if you have unsubscribe link to all lists, then that’s the easy case, right Katrina? Essentially, that’s what I was assuming, is that you hit, click the “unsubscribe from all,” and they’re removed from all lists. [00:05:30] In this case, if they unsubscribe from list A, and they’re still on list B and C, and the start trigger for an automation is not just limited to people on B and C, then they could very well enter that.

It’s like, “Okay ActiveCampaign, they’re active on one list, I mean they’re active on two lists, but they unsubscribe from one.” It’s like, “What are you going to do? What are you going to do? Are you going to send the email or are you not going to send an email? What’s going to happen, ActiveCampaign?” That is the case that [00:06:00] I will look up. I just wanted to point out the two “unsubscribe” links for you all just in case. You could use the “unsubscribe from all” and clear that up. This is a great case, great use case. I’m glad you asked it so I can get clarity on it as well.

“Could this be managed with a single list using tags to indicate , or rather, segments?” Now see Lorraine, oh man, [00:06:30] Lorraine. What I was going to say is, this is why I prefer to use minimal lists. This exact reason. I’m telling you all, the more lists that you use, the more probability of just stuff, I’ll put it like that, stuff that could happen. Now, with that being said, there are cases where you’re going to have to use multiple lists.

My rule of thumb is keep lists, [00:07:00] the amount, as small as possible, and rely on tags and custom fields more than you rely on lists. Remember, we’ve got my segmentation series and in there I’ve got guides and podcasts that really talk about lists are you’re broadest means of segmenting. That’s the broadest means of segmenting. Tags are more targeted. Custom fields are the most targeted.

If you just need broad [00:07:30] segmentation like, “Hey are you alive or are you not?” Like extremely broad, then lists will be fine. If you need to be a little more targeted, male, female, product you purchased, date of purchase, things of that nature, you’re going to have to start using tags and custom fields.

Let me see. “I have a client with about 10 lists, and she only wants to use unsubscribe so people don’t automatically …” Yeah. “There’s been a few instances where each of my contacts still receive emails for the subjects.” [00:08:00] That’s so, I think in there Katrina, I think we’re seeing … Oh, I told myself I was going to read these. My partner here told me to read the questions out loud, and I will do so. Let me erase that. Just so you all can see.

“A client with about 10 lists and she only wants to use the ‘unsubscribe’ link so people don’t [00:08:30] automatically leave all lists, but there have been a few instances recently where the contacts still receive emails.”

What I was saying is that I think you’ve essentially proved that in order to stop receiving emails, they have to unsubscribe from every single list. This is another reason why I would even manage the unsubscribe process with tags. Because even if they’re on multiple lists … Here’s what I mean by tags. Like this. [00:09:00] Maybe we have the link down here, “Click here to no longer receive offer emails on latest products.”

You have to have the unsubscribe link, but before the unsubscribe link, we could always put in a link of our own. When they click here, maybe it’s “my domain dot com, forward slash, parenthesis …” What, oh [00:09:30] this is a template. I’m sorry. We can’t do link actions in templates, everybody. Those are specific to campaigns. Look at that Alacar, I still have your template in here. This is what I should have done here. Here we go. This was on forward to a friend. “Click here to no longer receive these types of emails.”

When they click this [00:10:00] link it will take them to … Now, for my people … Alacar, man … For the people who are new here, I always recommend that you have a general thank you page. A thank you page that somebody can go to after any action and it captures it all. Almost like a, “Thanks, your information has been received” type page. It’s not specific to an individual action, but it can apply to all actions, [00:10:30] and it’s for this reason alone. Right now, I would have, “my domain name, dot com, forward slash, general thanks.”

The whole point is I need to take them somewhere. If you want to have a dedicated unsubscribe page custom built, you can do that. I don’t think there’s anything wrong with that. Maybe on that unsubscribe page you could [00:11:00] have a checkbox to say, “Oh, but wait, still send me information about …” Then they could check the boxes below and submit their email address, and hit submit and then they’ll still be added to those other topics.

The biggest point is this. I don’t want to get too far off track, is that we do this. When they select that, they remove … I’m just going to say there’s a preference tag. That’s what we want to do, so [00:11:30] now when they click the link, regardless of what list they’re on, since we’re segmenting by tags, they could still be active on all three lists, but since they no longer have this preferences tag, they’ll never get emails about that particular topic.

Katrina, it sounds like you’re going to have to do a mix of that, and what you’ll need to do is … This is going to be, since it’s already in place, [00:12:00] and you’ve already got 10 lists, it may take some reworking here, so remapping out. However, then you could also go down to here from the unsubscribe, and change all the unsubscribe links to “unsubscribe from all.”

Now you have, before you get “unsubscribe from all,” of course, change the language and say, “Be careful. If you click this, you will not be able to receive any email from us ever, even if you’re a customer,” or whatever. Then before then, you have these [00:12:30] links. Maybe you want to make these buttons, whatever. Something that appears before the “unsubscribe all” that is managing tags instead of managing their list access or activity.

Let me see. These are all comments, let me place the comments here. What happened is, we had some [00:13:00] people watch the replays, and they didn’t know where I was coming from. Now, since they’re not live, they can see this.

Katrina, “If you set it up with tags, would your client know if it was single or multiple lists? She would just see her forms in reporting.” This is true. “Yes, but unfortunately, she didn’t use AC forms two years prior to hiring.” Yeah. Mm-hmm (affirmative) mm-hmm (affirmative) “Even though I’ve told her it’s likely to cause …” [00:13:30] Yeah, so I think you keep the list names the same. I think you keep everything the same in the system.

I think your goal, the tricky part is updating all the old emails. Updating all the older emails to have the links that remove and apply tags, and then the “unsubscribe from all” link. With that, I would also say, jeez. How do you know though? This is the thing. [00:14:00] I believe that if someone is receiving an email, and they get unsubscribed, they’re assuming they are unsubscribing from all lists, so although she may not want them to unsubscribe from every list, that’s information that she has that the user doesn’t have, so we very … That’s that tricky line. Oh, it’s a mighty web we weave.

Somehow, Katrina, somehow. Let me see. ” [00:14:30] Would she …” Oh, Lorraine’s got a question here and I see yours Meghan, I’m coming to yours next. “Would she be open to using custom fields that would be set up as check boxes and changed on a preference screen?” That’s what I was thinking, is having a form that when they click, you’re manually generated “opt-out” link. They go to that form, nothing is checked though. It [00:15:00] shows their email address pre-populated.

Remember, I showed you how to pre-populate the email address field. Then below the email, at the top it says, “Sorry to see you go.” Then below it says, “Would you still like to receive information about the following?” Although they unsubscribed, by clicking your link, the thing is, they would have to click your link. That’s why I have these links up here. They would go there, they’re not unsubscribed at this point, but they don’t know it. The tag is removed so they’ll no longer receive [00:15:30] those type of emails.

Now, if they say, “Oh wait, I just want to receive updates on products,” and they check the box and hit “submit.” Then the next page could just be just the thank you message from the ActiveCampaign form that says, “Thank you, your preferences have been saved.” Now, what happened behind the scenes is they have the tag for product offers. They clicked your link and removed the tag for newsletters, and then clicked the checkbox, submitted it, and then got the tag for product offers.

Now, [00:16:00] to them it was a smooth process, because they’re no longer receiving those types of emails and they’re only receiving the emails that they want. Katrina, I’m also going to assume that this client probably imported those lists with respect to the list that she was sending them in the platform that she was before, and [00:16:30] in that event, it would very much be like, it does operate like email marketing, but the only downside is MailChimp or AWeber, when someone clicks on “subscribe,” it can show all the lists that they’re on.

Since we’re working on a preferences page, but we don’t have that preferences page that will automatically show you all your lists. That gives people the ability to select which list they want to unsubscribe from, and which list they want to be a part of. [00:17:00] In order to do that, that’s why I’m saying you need the “unsubscribe from all” link in the footer, and then in the body of the email, you’ll need your manual subscription status emails.

I think I might have to go there. There’s a lot of cleanup to be done in her overall account. Yeah, yeah, and that’s good, that’s good because you may do this while you’re cleaning up. I think that’s exactly when you do it. Maybe there’s even the opportunity [00:17:30] to optimize and revamp some other stuff. I’m very interested in this process that you’re going through, so let’s keep talking through this on the Office Hours because this is a good one. Thank you so much for bringing that case up.

Meghan, welcome again, for the third time. Yours is, “If I plan to have a list for different subjects [00:18:00] like geography and history …” All right, education. “I would just make them tags on my main list instead.” Meghan, you are a fast learner. My thing is yes. What am I doing? That’s what I’d do by default. Because we don’t really know if we even need another list, so I’m always hesitant to create lists [00:18:30] for the very reason that we were talking about with Katrina. Yeah, you could have stuff like this.

Topic, oops, what did you say? The topic was geography and history. Geography and then have another one, oh, I’m using the wrong … Sorry, I’m trying to stay consistent here. There we go. That’s what I’ve been using. [00:19:00] Ignore my inconsistency for a second. I want to add these tags. Now they’re here, and I would just have a main list. Listen everybody, I think at a bare minimum or a maximum or just getting started, the two lists that I would always recommend you have are prospects and customers. Those are the two lists.

On that prospect list remember, that’s your broad grouping, everybody [00:19:30] who has not purchased a product. On that list, you can then further segment with custom fields and, or tags. Tags and, or custom fields. Meghan, let me show you this as well. Just so you know, just so you know, and you may want to go this route. If I go to “manage fields,” and I say radio button. No, no, no, no. I want a checkbox because they could have multiple topics. [00:20:00] Topic of interest we’ll just say, geography, biology, history and just hit “add.” Now, look how this is going to appear on the contact record. Where’s my fake twin? This is my virtual twin, Field Davis.

Now what it’s going to look like is … What did I just call it? Do you all remember what I called it? [00:20:30] Topic, it was something about a topic. There it is, “topic of interest.” Here, what’s going to happen is, think about this Meghan. You can have this checkbox on a subscribe form, so they could easily select which topics they’re interested in, or you could populate this field by the action that they’ve taken. Maybe they’ve downloaded a particular offering [00:21:00] and you know that, so you can go in here, and in automation update contact topic of interest, and you can also update it here.

Now you have tags or custom fields to manage which topics they’re interested in. The power of using custom fields is that they can self-select, and we could select within an automation. [00:21:30] The drawback to tags is they can’t self-select, but we can select within an automation based on their action. You’re not limited. Oh, WooCommerce, great. Maybe you were one of them. Let me post it in here.

Meghan says, “What steps should I follow if I already set up those into lists and connected my WooCommerce store?” [00:22:00] Oh, oh, Meghan. What you have are, you have lists in your ActiveCampaign account. You have a biology list, and a history list, so on and so forth, correct? What you want to do is move towards this custom field and tag approach. Yes, move from this to that.

Oh, Meghan, you are in the right place, at the right time, with the right people. Just so you know, Katrina is probably salivating [00:22:30] at this question. Katrina’s our Office Hours, ActiveCampaign consultant, ninja consultant. Here’s what I would do, here’s exactly what I would do, Meghan. I’m sorry. If Zoom would show its own chat, I wouldn’t have to do this extra step.

Meghan’s saying yes, she wants to move from lists and now use tags and custom fields. Here’s what we do. For everybody, you will [00:23:00] go to, here, here, I could do it right here, watch this. I would do this. Let’s take this testing list, I would go and I would click … Oops, I’m sorry. What am I doing? “View contacts.” I would view contacts and let’s say this is my biology list. I will click on “edit all” and go here to “update fields.” Select a field, topic of interest, biology. ” [00:23:30] Update fields.”

I would do that for every list. Now, the contacts hold their preferences irrespective of the lists, although they’re still on these lists. At that point, I know their interest, I know their topic. I can then “remove from list,” and let’s just say it was my biology list, and then add [00:24:00] to another list. Add to my main list, my master list.

These moves right here, now maybe you don’t want to do them all three at once. It might make you a little nervous, so maybe you do them one at a time. Great. Meghan said they’re already on her main list, so even better. You just need to run this one then. You just need to do that. It’s not hurting you having … Right now I wouldn’t [00:24:30] necessarily worry about them being on your other list since they’re on your main list. We’re not double counting the contact in ActiveCampaign.

I think, and the reason why I don’t want you to delete the other list yet or anything is because I want to ensure that we get all the data. Maybe there’s some other data on these lists that we need to move over, but this is how you would do it. You would go to the list and pull up all of the contacts.

Let me go back to that. You would go to “lists,” [00:25:00] go to your biology list, I’m using testing, and just do “view contacts.” You’ll view your contacts, and then you’ll just click “edit all.” That’s going to edit all 20 or thousands or whatever. Then go to “update fields,” select that field that we created, topic of interest, select biology there. Then when you apply the changes, you will now, they will be on your master list, but you’ll know what their preference is. [00:25:30] Remember, in ActiveCampaign you also have, if you wanted to …

I know some people double up with tags because sometimes you can do things with tags in third party platforms that you can’t with custom fields. I want to just show you all a variation of both ways. Since you’re using WooCommerce, Meghan, I would recommend that you pass in a tag for every purchase, [00:26:00] so perhaps that looks like this. Maybe they purchased a biology study guide. In WooCommerce, we’re going to say “product.” Whoops.

I like to do this. “Product, bio study guide.” It’s going to run, and I’m going to set this to multiple times, add a start trigger. Using [00:26:30] WooCommerce, I always recommend you use a tag, every single time please use a tag. Look, bio study guide is what they purchased. Then we could go and update the contact fields, topic of interest. Come on now, they have to be interested in biology if they bought a study guide.

We didn’t even ask for the information and we have their topic of interest. You could do it that way or you could do it flipped. If for whatever reason, [00:27:00] maybe you’re getting this information on a form. Let’s just say changes ever- … It runs every time. That’s because I have it right here, I’ve got to take this out. That’s a nice infinite loop warning, that’s new to the application, or I could do it in the field changes.

Changes to biology, every time. [00:27:30] Then I could flip it and add a tag. “Product, bio study guide.” It all depends on, of course, because my start trigger is the study guide, so it doesn’t like me because I’m doing that. I just wanted to show you that you can use an update of the contact custom field to add [00:28:00] a tag or you can use the tag to populate a custom field, or just keep it at the tag. Some people say, “Well, I have the tag why do I need to update the custom field?” You’re exactly right. You don’t need both but I’m just trying to cover every scenario for you.

Let me put your question in here. “Where can I find a place to add the topic of the interest again?” Oh yeah, I did move pretty fast and I apologize for that. [00:28:30] What you want to do is, let’s view this one. In your ActiveCampaign account, you want to go to “forms.” Click on “forms,” and then right here at the upper left, you have “manage fields.” In “manage fields” you can select “new custom field,” and then determine which one you want it to be.

It could be a dropdown, a multi-select list, radio button checkbox. Remember, radio buttons only allow one option, [00:29:00] check boxes allow multiple options. If what you were saying is, “Hey look, they can only be interested in one topic at time,” then I would use a radio button. If we’re saying, “Hey look, this is a university, they can take as many topics as they want,” I would most definitely use a checkbox.

Let me grab Lorraine’s question here. “If you have [00:29:30] the custom field to add an area of interest …” Yep. “Am I correct, you also want to include in your automation or form update the changing of the tag field accordingly?” I think, yeah, yeah, yeah. If you’re using both, yeah. You’ll want to make sure that every time the field is updated the tag is updated. Essentially what I would do, this is what you could do. You [00:30:00] could have … Let me think about it, because what I want to show you all is how to do it in one automation.

Watch this. Ooh, this will be cool. I wanted to show you all this type of automation a couple … Let me start a new one … A couple Office Hours back, but I kept losing track of time. For this, I’m not going to have any start trigger. What I want to [00:30:30] do is in [FLs 00:30:31] We’re just going to walk through this. Bear with me, I can do this fairly quickly. I don’t see the topic.

If you don’t see your custom field, just type it in. Topic of interest is geography. Yes. Then we’ll add a tag. Geography. [00:31:00] We’ll add a tag. If no, we’ll see is, custom field, topic of interest, biology. If yes, we’ll add that tag. You get what I’m saying? You get history, of course. [00:31:30] Biology, and then so on and so forth. Now we have this that’s going to look for their topic of interest.

Actually, what I want to do is after that, I want to check and see if they have any other interests. After each one, I’m going to check. Even if they already [00:32:00] have the [biography 00:32:02] tag, that’s okay. This is just my fail safe to make sure that all of their preferences are updated. Let me just finish this out, I might as well finish this out because I don’t want to leave you all in question of what I was going to do. History.

Watch this, watch this, watch this. This is going to make sense in a second if it doesn’t already, and it’s fine if it doesn’t. [00:32:30] Sometimes what I do doesn’t make sense even to me until I talk through it. Now we have, we have this.

“Hey Chris, I’m wondering how to customize the modal subscription form fields.” Ooh, good one, good one. I’m going to get to that Alacar, let me show you some things.

I’m going to show you some magic here. Listen to this. Let’s say we have an [00:33:00] action that people take and whenever they take that action, we want to update their interests. We just want to make sure their interests are the most updated. We can name this “update interests.” Maybe it’s, I don’t know what case we would have, but maybe it’s after a purchase or something.

What we would do is in the automation where those [00:33:30] conditions take place, we would have a condition that says, “Add them to the update interest automation.” The people that we add here, it’s just a worker automation to make sure that the appropriate tags are updated.

Here’s a perfect case. Let’s say we had a form that had those interests on it. I would, instead of using the form as a start trigger here, I would create a new automation. [00:34:00] Let’s say when they submit a form, and for whatever reason, we’ll just call it, I don’t know, a walk through. When this form is created, I want to do some things, but I also want to do this. Start, preferences update, I can’t remember what I called it. [00:34:30] Update interests.

Every time they submit that form, it could be a form with the options on it, which is fine. Because if the options are on it, then this is perfect because the custom field will be populated. When I tell them to enter the updated interests automation, it’s looking for the population of each custom field, and then it’s adding the tag. [00:35:00] If we don’t want to add a tag, we don’t need this.

This just keeps our tags and custom fields in sync, and instead of doing this logic every time the form is submitted. Maybe we don’t want to, but building it modular like this give us the opportunity …

This is like an interest sync. You know what? I should really call this “interest sync.” Now any time, anywhere within ActiveCampaign, if you’re, “Hold on, wait a minute. I just want to make sure the tags are updated,” you [00:35:30] could just add them to this automation. You could do it manually, or you could do it automatically. What it’s going to do is it’s going to look for all the custom field data and apply the tags.

Once you have this set up, you can just add contacts to it whenever you need to ensure that all the tags are at their most updated version. Meghan, let me know if that makes sense, I know that was a lot. I can also share this automation with you. [00:36:00] In doing these things, I also want to teach you all how to do it modular so that you’re more flexible. It’s more flexible with how … The thing that building it all in one automation is you’re going to get stuck in that automation.

Then sometimes you want to update one thing and then you’re, “Oh, is it going to mess up stuff other places?” When you build it modular like this, it’s easier to measure the effectiveness of it, as well as use [00:36:30] it. You can use this automation now for multiple other automations. Great. I’m glad you like it Lorraine. “Great function.”

This is, you all, this is kind of like how my brain works when I approach automations. I look for these type of worker tags, I mean these kind of worker automations because our platform is so flexible. At any point, like I said, I may just want to add my contacts to there just to make sure.

Another good case for this type of functionality [00:37:00] is if you … Lorraine, I believe this was one of your questions, maybe it was. Is if you wanted to check if they were already in a specific automation. If they were, you wanted to wait, you wanted them to wait until they finished that automation to enter into a next one.

It’s the same type of logic as you’re checking, “Are they in automation A?” Yes. This could be like, into automation. [00:37:30] Then when they’re done with the next automation, you just add them back here as a check and then it will say, “Are they in this?” No. Then they can progress down.  You see, but it’s kind of like this stair stepping functionality that can be used in many applications, many applications.

“Love this.” Katrina … Lorraine says, “Great function.” Katrina says, “Love this. Such a better option than having a lack of … A lack of individual automations.” [00:38:00] Because this, what she’s saying is this could essentially be three automations. One automation with the start trigger that it updates to geography. Another one with it updates to biology. Another one with it updates to history. You see what I’m saying?

Now instead of having three separate automations, we have one master sync, we’ll call it. I’ve called it three things already, but one master preference sync that does it all for us. [00:38:30] Now, start imagining if you have multiple field forms that have multiple options on them. You’re not worried because you can easily just add them to the sync automation.

It’s going to do all the thinking for you. It’s going to say, “Oh, yup. They take this, they selected this, they did that,” and it’s going to add the tags accordingly. We’re not limited to just go to another action, I could send them to another automation from right here. I can send an email, I [00:39:00] can do other stuff. The idea is that this is going to happen, whatever is in this automation is going to happen every time their preferences change. Yes, let me share this link with you all. Let me call it “tag sync.”

Let me share this with you all so you have it. This is just like the foundation. Of [00:39:30] course, put your creative freedom on it, your creative thinking, and see what you come up with. Put it out in the field, work with it. I’m going to put it … What did I call it? “Update, tag sync automation.” There you go. Oh hey, Meghan, “Just want to let you know that Lorraine has been with …”

Lorraine, [00:40:00] is this like your fourth Office Hours?  I think this is … You’re very welcome Katrina. I think, Lorraine, this is your fourth one but Lorraine is migrating from MaleChimp as well. You are in good hands, “Yep, something like that,” Lorraine says.

“I’m very new to AC, moved from MaleChimp. I am needing to update mail forms on my site. I use OptimizePress on my site to build my opt-in forms. How do I get just the html or link to add …” Yes, yes, [00:40:30] yes. This is good, this is good. Meghan, this is the kindergarten to college graduates class. They’re all welcome at Office Hours, but let me … This form question is … Alacar, see I didn’t forget about you Alacar. This is two for one, we’re going to get two for one for this one. Watch this, watch this.

If I go to “forms,” I want to show you all. Now [00:41:00] Alacar, this is going to be just a little bit technical. I want to give you all the one line of code, the single line of code that is going to transform your forms when you’re embedding them at other places. Like Meghan wants to with OptimizePress. Alacar, I’m going to give you a form name now. This is what happens when you frequently attend Office Hours, you get stuff named after you in my [00:41:30] application.

Here’s what I wanted to show you. There are, what Alacar wants to do is he wants to customize this. In fact, I can show you this form, is a good example of that. I did all of these customizations in a podcast, in the ActiveCampaign’s application. Look at that. This looks like a very different type of form, [00:42:00] the fields are a little fatter, they’re lighter around, you see what I’m saying? It doesn’t look like the default. Let me just walk you through how I did it.

How about I walk you through it, and then at the end, Meghan, I’ll show you how to embed it, and we’ll have both questions answered at once. This will make good content with how to customize the form. I’m just going to show you, I’m going to use this as an example. I don’t have any header text because that’s on my website.

I imagine you’d be the same, [00:42:30] Meghan, if you’re using like an OptimizePress modal, you’ll want to use the html modal maybe under your text widget or something like that, so the text is handled by the website. What we want to do, so the very first thing I do is every form should be placed in a container. Meghan, since you’re using OptimizePress, think of a three column container where you can control the width of the middle column.

Whatever [00:43:00] the width of the middle column is, is going to be the width of your form. That’s, I’m talking in OptimizePress terms. You drag over a three column section, and then you adjust the left and right sections to make the middle section where your form is going to be, or if your form’s going to be in whatever section, the length, the width that you want.

Here’s why we want to do it. Because this custom [00:43:30] CSS is where all the magic happens. If I go into “Inspector,” this is the one line I add to every single ActiveCampaign form I invent on the website. Watch this, I select “Inspector.” This is going to allow me to add CSS. That’s why I told you all I was going to be a little technical. I’m going to copy and paste this code in here, and you literally just have to copy and paste it.

If you follow these exact directions, you’ll be fine. Watch this. Just watch this. It’s going to turn this form into a beautifully [00:44:00] mobile, responsive form that fits any container. Watch this. I clicked on “Inspector,” waited for the whole form to be lit, and you see it already added the code for me just by clicking on it. What you need to do is type, “Width, colon, 100 percent, important.” Look at that. Now you’re, “Oh my god, Chris, you just broke it. What are you doing?”

This “width 100 percent” just means it’s going to [00:44:30] be the width of whatever it’s in, whatever it’s placed inside of. If your modal is only 200 pixels, guess what? This is going be 200 pixels. If it’s 600 pixels, this is going to be 600 pixels.

The reason why I do this, because look at, our static with this 500, if you place this form in a container that’s 700, you’re going to have 200 pixels worth of just empty space. [00:45:00] By adding this, I can then make sure it is the full length. Because look, as I shrink this, you see what I’m saying? It just gets smaller right along with me. It just follows the length. That’s step one.

Step two is how do we modify these fields? How do we customize it? One thing is, if you don’t want full name to display, you can delete that. Then maybe you want it to display [00:45:30] inside. That’s how you would do it, that’s how you get rid of the labels, if you want to get rid of the labels. Meghan says, “That’s perfect because I already had trouble with this when I tried to add a form to my footer this morning.” Exactly.

Meghan, think about it. You’ve got a footer that’s maybe four columns. You want your form to be the width of one of the column widths. That’s it, that’s all you asked for. Is that too much to ask for? Now you can do that with just that [00:46:00] piece of code, and I’ll put the code in, in a second. Now let’s say you want to get rid of the labels, we could just do that, get rid of the header. They now say “email address.” Now this is already looking different. This is looking very different.

What if I wanted to add some padding to these, make these a littler fatter? We go back into here, so what you want to do is make sure the cursor is below your other code. Hit “Inspector” and highlight this. [00:46:30] Now, as you see in “selected,” what I’ll do is I’ll do padding and I’ll say “15 pixels.” You could see, look, if that’s too big, knock it down to 12. You could just keep going down and see … I think 12 looks good.

I’m going to go to another line, and I’m going to do the same thing for my email address. I’m going to do “padding is 12 pixels.” There, now they’re nice and fat. Look at this, what if I want to make the “submit” button [00:47:00] the entire width? Well, I’m going to do the same thing. I’m going to highlight the “Inspector,” click on “submit” and do “width equals 100 percent,” boom. The padding I can handle here for the button, so I’ll bump that up to 15.

Then the color as well. The color I can do in the builder, so no need to do that there. [00:47:30] How about that? Look at that. That’s fine, Now you all see how I’ve literally customized this form. I want to change that button text. “Click here to get started.” That’s fine. Maybe I want to make the border [00:48:00] on these fields lighter, so I can go in here. Like I said, this requires you know some CSS but, border color and I’ll say CCC. See how that made it lighter?

I’m just showing you all how I customize these forms. “Border color,” and now it’s light. Now I’ve customized it. Alacar, this is exactly how you customize. You don’t have to go into the depth that I’ve gone to, [00:48:30] to do it, but you see this is what it requires. “Click here to start it.” Now, we need to get this on the site. Meg, this is the only way that …

“Is this an inline form or a modal form?” Oh, Alacar asks, “Is this an inline or a modal form?” It could be both because it all depends on where you put this code. This is the code [00:49:00] that you use. If you do what I just did, you’ll need to use the simple embed code, copy that. Now, Alacar, I can place it in a modal, because most modal builders have you paste the html.

This is the html I will paste, and then whatever width that modal is, that’s the width of my form. It works beautifully, especially in OptimizePress, Meghan. This is going to be great for you. Then, if I want to do it inline, [00:49:30] and place it within a blog, that’s essentially what I’ve done here, this is an inline form. Alacar says, “My developers have to create a modal on our end.” Yes, yes, they’ll create the modal unless you did that. Unless you created the form as a modal.

If you’ve got a plus plan or a small business plan and up, when [00:50:00] you go to create a new form, you could select modal here. At that point you don’t need to do any of that code. Let me say, “Alacar, modal …” What will happen here is all of the colors and everything, they still hold true, but you see the modal is already showing when you do it [00:50:30] in ActiveCampaign. The modal will already show, so you can just adjust how you want your fields to look using the CSS that I showed you.

Here’s what’s funny. Check this out. Do you see how these look full width? That’s exactly what I just did with the other form, so that we can place the form in a modal and it will look like this in any other modal. Let me just put all of these up here. Meghan, I’m going to show you the final [00:51:00] step too, how to take that code and embed it. Lorraine, we’ll get to your questions.

“That’s what’s inline … My developers create a modal …” I got it. “Because my current issue is that the modal fields cannot be edited as in I cannot add fields like first name, last name, et cetera.” Oh, are you talking about the modal fields in ActiveCampaign or on your site? ” [00:51:30] The modal fields in ActiveCampaign.” Yes, yes. You are correct.

By default right now, you can do it, you’re using these by default, but if you are using a WordPress website and you’ve got a popup plug-in, you could very much so use this means of doing it like I showed you. Oh jeez, [00:52:00] what was the name of it? Oh, it was Alacar. Here we go. Oscar form, Alacar, there we go. If you want to add more fields like phone number, then you’ll need to use this means, this way and have multiple [00:52:30] fields.

Again remember, if we’re going to do it this way, got to make sure that our elements are styled correctly. I’m going to do a shortcut here because I don’t feel like typing it all. If elements share the same style, you could just separate them with a comma. Anyways, that CSS stuff, we don’t need to go over that. Now I’ve got all of these. Now check this out. I want to put it in a modal in my website, [00:53:00] I have a popup form on my website, a popup software where I can embed html on it, or I just want to put it on a page.

Alacar says, “I should use the inline form and embed it into a modal we create.” Yes, Alacar. Those were your words not mine, I have to give you the genius tag for that one. Absolutely, you figured it out. That is exactly what I would do. I wish I had popup, like a popup software here to [00:53:30] show you. Instead, I’m just going to do a new page.

What I want to share with you all, watch this form example. By default, if you go to “text,” the text view in WordPress, and just put that form there, look what it does. See that? It just displays whatever the width. Now this website, the width of my content is this. [00:54:00] See that? That’s the width. It displayed the entire width of it. That blue part is that width.

Now, what happens if I make it smaller? What happens if I make that container smaller? Let’s see if … Keep me in on this main here. I’m going to say over … Don’t worry about this code for now. “Width equals 300 pixels.” What’s going to happen here [00:54:30] if I change the width of the container to 300, what’s going to happen? Look at that. The form, remember it’s set to 100 percent, so no matter what the width is of the container, it’s just going to adjust to it.

Me and Tia, we actually went through an example of doing this on Unbound. I essentially took this exact form code that you [00:55:00] all just saw me take, this. I took that, went into Unbound, grabbed an html modal, pasted it in there, styled it within ActiveCampaign like I just showed you how, and it matched the Unbound landing page to a tee, but it was an ActiveCampaign form.

This was huge because Unbound wants you to use web-hooks and all this technical stuff to integrate with ActiveCampaign, and all we had to do was copy this simple [00:55:30] embed code and paste it and then we were good. Lorraine, “Can you copy the CSS into the comments for us to capture?” Absolutely, absolutely. Let me …

Just to give you all an example of it, it will change for every form because each one of these elements have a different name. My form has this “X153403999,” whatever it is, but these CSS elements would remain the same. CSS, [00:56:00] and it’s in there. I’ve put a CSS in there as well. Just for example, I think Katrina had a great link … Oh my gosh, Katrina, I use the same website all the time.

When I’m trying to figure out some CSS to execute, this is absolutely it. Every time I search [00:56:30] too, I think there’s a website that comes up too, but yeah, that’s a good one. Let me get Alacar on here. Alacar has another question. Lorraine, I know you had some questions via email, so let me, I’ll answer as many as I can.

I’ve got a meeting at 2:30 and then the rest of my day, and then I’m off to my weekend. Between today and Monday, I’ll answer as many as I can. Then Lorraine, I promise we’ll get to them on Monday. [00:57:00] I really liked your chart, your flowchart. It made perfect sense to me. I know exactly what you’re trying to do. We’ve got 30 minutes. My meeting is not until 2:30, so I’m going to work through these questions with you all because I want to give you maximum value here.

“Another question I have is how does tracking work for AC, and how do I match the tracking to the individuals without the form?” For example, I can tag them as Facebook if they go to my form from my Facebook [00:57:30] ads.” Oh, this is a good one, Alacar. This is a good one. Let me tell you, I’ll show you the basic kindergarten 101 way. You would have a different form per landing page, per Facebook ad.

You know when you run Facebook ads, you determine which ad goes where, the destination, [00:58:00] the URL destination. The easy way would be if you’ve got landing page software. You would just have a dedicated landing page for every ad, and each landing page would have a separate form, so therefore, whoever fills out the form, you know which ad they came from. Now, somebody may say to me, “Chris, that is ridiculous. That’s just too much.”

Watch this, we’re going to use this form example. Let me make it bigger. [00:58:30] I’m going to save it. Watch this. I’m going to use this form as an example for you Alacar. Watch how this works. This is another reason why I like to build my … Did I put that up here? I did. This is another reason why I like to build all my forms in ActiveCampaign and use that simple embed code. The reason being is because we need to do this.

We need to go here, “fields,” add a custom field, [00:59:00] and this is going to be a hidden field. Watch this. “Facebook ad source.” That’s what I’m going to name it, “Facebook ad source.” Now, let me grab it, “Facebook ad source,” it’s here, it’s a hidden field. “Integrate.” Let me just see what happens here. Now, let me refresh. [00:59:30] Great, it’s not showing but does is it exist is the question. I think this is it. There it is. “Facebook ad source,” so it’s there but nobody can see it.

Now, let me give this a name, “form example,” that’s fine. I’m going to publish this. View the page, and now, here’s what I would have. Uh oh, what did I do? Oh, thought I broke something. I’m doing this live, so there’s [01:00:00] a tendency to break anything. Anyways, so let’s say, I think it was Face- … What was the name of it again? “Facebook ad source” maybe? “Source equals video.”

Let me see. Alacar, I have a tutorial where I showed everybody how to pre-populate or auto-populate fields. That’s what I’m using [01:00:30] right now is this tactic to auto-populate fields, and after I do this it will make sense. Look at, oh, it worked. Everybody, it worked my first time through. I’m taking the name of the field, let me show you because you don’t have to do this technical stuff that you see me doing with the “Inspector.”

If I got to “forms,” and then go to “manage fields,” that field is “Facebook” something, where is [01:01:00] it? “Facebook,” oh it’s on the second page, that’s why. “Facebook ad source.” What you want to do is pay attention to the personalization tag. “Facebook underscore ad underscore source.” On this page, I can have what happened? Here it is. You see I have this question mark, “Facebook underscore ad underscore source equals video.” Now I can have one form [01:01:30] because I can have, or let me just do “ad one.”

Watch this, watch this Alacar. I’m going to put this in there for you, that link in there for you. What if I do “ad two”? It’s going to take me to the same exact page, except look at the data that’s being passed in. It’s “ad two.” When someone submits this form, what they don’t know is that I have the [01:02:00] ad source in the URL, I’m capturing it in my form, in a field that’s hidden, and when they submit, I can now see where they came from.

You would say, so for ad number two, you see, they both go to the same page. Then perhaps in Facebook … Now you have to, I recommend you having a spreadsheet to keep track of all your links. You could easily [01:02:30] paste that link in there, and then this becomes your new link for your Facebook ad number two. When someone enters this link in or when they click the link from Facebook, it’s going to expand, and it’s going to have the right ad tagging source in there. Now, we can use one landing page, one form and multiple Facebook ads. That my friend is how [01:03:00] you do it.

In fact, let me show you what it looks like, let’s see. One thing I guess I kind of skimmed over is you all saw that I updated it in ActiveCampaign, and it just automatically updated on my website. That’s why I use the simple embed. I never have to go two places to update. Let me see this.

Alacar has another one. He said, “I saw you do the hidden field, but could you clarify [01:03:30] the logic how the tag in the URL is used to tag the individuals?” This tag in the URL, what I’m saying is on my contact record … Let me just do it. “Chris, C. Davis plus auto pop,” [01:04:00] One, two, three, four, five, six, seven, eight, nine.

When I click this to get started, what just happened is this ad two was populated on my contact record, so I can now track which ad generated that contact. Let’s see what it looks like. I hope I don’t, I probably had ” [01:04:30] double opt-in” on, so let me confirm my email real quick. “Confirm my subscription,” I confirmed my subscription. Check this out, Alacar. Now you see that I subscribed, and when you come down to my “Facebook ad source,” it’s “ad two,” [01:05:00] see what I’m saying? Great, you got it. Alacar said he got it. That’s how the ad two from the URL works into the field.

Now Lorraine, I got ad two as an example but essentially you have replaced ad two with the name of your ad or the code of your ad. Some people like to use code. In fact, if you all look at, if you click on a [01:05:30] Facebook ad link today, look at the URL. They’ve got all kind of variables in there. They have the URL, and then there’s this question mark. Everything after the question mark that has an equal is being pulled into the form.

You may not see it, because like I just showed you, the form fields are hidden, but they’re tracking which ads you clicked. A lot of times they’re tracking the medium, so you’ll “Facebook.” Other times you’ll see them say some other stuff, some other things [01:06:00] like the name of their campaign. All of that stuff because they need to track the performance of their ads. There is no way that they’re going to say, have a form that says, “Where did you come from? Facebook. Which ad did you click?”

Since we know that, so for instance, a real life example would be video ad. If I’m running a video … If I’m doing a split test and running a video ad, a carousel ad, and an image ad. One would say “video” one would say “carousel” [01:06:30] and another one could say “image.” Whatever your naming is internally, you could put it up there, so that when they … Each link, each ad has its own link. It goes to the same page, but populates the hidden field differently.

Let me see. Alacar says, “This effectively allows me to just make one landing page.” Right, absolutely, yes. Now, I’m going to get just a little bit outside of ActiveCampaign and [01:07:00] talk, just bear with me two minutes on ad strategy. Since what this does is allow you to have one landing page for all of your ads, essentially what we’re saying is that that becomes our control.

Our control is our landing page, and when you’re running ads, you should always have one control and one variable. You have to have one thing that’s control because ads take a little time to figure out what’s making [01:07:30] what work. Since Alacar now has one landing page, this landing page is going to have one offer, one core offer. What he can do now is, since he’s controlled the landing page, the variables can be the ads. He’s got a carousel ad, a video ad, and an image ad.

He can now track and see which ad is performing the best. Because they’re all going to the same page, and they’re all [01:08:00] getting the same followup. If Alacar goes and he segments everybody that has the ad two and then determines, and then looks for how many of those people are a customer. Let’s just say the carousel, there’s more Facebook leads with the carousel ad, customer tag than anything else, what is Alacar going to shift his ads to? Carousel. He’s going to use the carousel. [01:08:30] Absolutely. This lets you use one landing page.

Lorraine, “What happens if the same person clicks on both the images and the video ad?” Good question. What will happen is, this means of tracking is called a “last attribution.” That means the last action that they took is going to be attributed to them becoming a customer. It’s the safest metric, this last [01:09:00] attribution.

There are some ways, if you use Google UTM variables the same way that I just showed you, and then use Google to track everything, Google can do first attribution. Maybe you’re, “Well, the last thing they did was my video ad but before that, they did click on my carousel.” It will give you more granular insight.

The bonus for us, everybody on this call, is this. If you haven’t seen, we’ve updated our pricing, [01:09:30] and here’s why. Watch this. Professional, sorry about that, Professional, you see we have attribution come in. Well, what is attribution going to do?

Attribution is going to track that exactly for you, so you’ll be able to see first attribution, last attribution and everything in-between. What they did first, what they did last, and what they did in-between, so you can get a deeper insight of exactly how many touch-points are required to create a customer in your business [01:10:00] online.

These were all great questions, wow. Good stuff everybody, great stuff. Yes, yes, Katrina, it is exciting. We’ve been working on this for a few months now, so it’s good to see it actually come into play. I’m really excited about that, for this specific reason right now.

Lorraine, remember, I think that starting out, last attribution is the best way to go because it’s the easiest [01:10:30] to get started and it will give you very accurate metrics of what is working. If you could do first and last, which we’ll be able to do with our attribution, that will tell you the whole story, that will tell you the whole story. Using one landing page and just being able to track what source they came from using UTM variables, it just helps you get started faster and at least know what you’re doing, know what’s working.

Alacar, I’m excited to [01:11:00] see you get this in place. I think that this is going to be major for you because one thing that I do, because you can … There is just so much, there is so much you can cater, you can also split their paths. Maybe the carousel people, you want to send a different followup than the others. There’s just so much you can do when you’re tracking it accurately, and all of that information is in ActiveCampaign. Yes, yes, yes.

[01:11:30] This is good. This was good everybody. I do have to take off because I got to get ready for this 2:30 meeting of mine, but I enjoyed it. Katrina said, “Meeting time.” I enjoyed this, these were great questions. Meghan, I hope to see you again because it’s like this every time. I’m not lying to you, Meghan, it’s like this every time. We really get some good work done.

My goal is to make sure that you all walk away with something [01:12:00] that you can immediately put into place and move forward in your business. My head, I’m going to [stop her 01:12:08] Oh, Meghan is funny. Yes, yes, everybody. Happy St. Patrick’s Day weekend to you all as well. This is just the beginning, Meghan.

Look, every one of these Office Hours, your creativity is just going to grow more, more, and more. Before you know it, and I will take it as a badge of honor, as a great [01:12:30] educator and teacher, is that you’ll be driving, sleeping, watching a commercial and you’ll find yourself thinking of ways to do an automation. You’ll get an epiphany like, “Oh, wait a minute, I could do it this way.” That is when I know I have achieved mastery.

Meghan, add it as a standing appointment in your calendar if you can, it’s worth it. Thank you Katrina. Meghan, every Tuesday at [01:13:00] 10:00 a.m. and every Friday at 1:00 p.m. Remember, they are recorded. If there is a question that you have that’s a burning question, feel free to email me. I’m working on a form that we can fill out to make it a little easier and more streamlined, but feel free to email me., beforehand. If I see that you’re not on the call, I’ll make sure I answer that question so that you can get the answer in the replay.

This is [01:13:30] definitely a resource for you all. Going forward, when we get the learning management system and everything up, this is going to be so much more streamlined. I’m going to be able to give you all badges for attending these and get some points and all of that. There’s big things coming on the horizon. Anyways, thank you all again. Thank you all for attending. Yes, have a great weekend, be safe, enjoy yourself, relax. [01:14:00] Do something to get your mind off your business because we know as business owners, that’s where our mind is going to go by default.

Alacar, I’m excited about what you’re going to do. Katrina, keep me updated with your client. Lorraine, like I said, I’m gong to review your questions and answer what I can via email. I really liked your flowchart and in fact I want to show it on Tuesday because your flowchart was really good. I like how you used a different color of lime to show that all of your assets were going to go [01:14:30] to a single thank you page. That was really well illustrated and I’m going to show that. I’m going to show you all what Lorraine did on Tuesday.

I am signing off and I will catch you all next week. Have a great weekend, and thank you again for attending.