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Office Hours – March 21, 2017

Recording of Office Hours hosted by Chris Davis on March 21, 2017.

Transcript

Chris Davis: Record, all right, great. So now, we’re recording. This is the part, let me share my screen. No, I want to keep this. I want to keep my video off though because it’s kind of hard for me with the video on and really dive in. This is the part where I’m going to go get into all of your questions. Some of you have submitted questions beforehand and [00:00:30] we will get to those. If you ever want to make sure your question is answered or if I don’t get to your question, please feel free to email me your question and I will respond via email or address it in the next Office Hours.

I wanted to start this Office Hours out with Lorraine. As I promised, I am going to get to your submitted questions. Bear with me, let me switch my monitor. I want to move this one over to here [00:01:00] and let me see, I think it still works. Okay but I don’t want to share that. I want to share my whole desktop for you all. There we go, now we are ready to rock. Before we get into it, let me just invite a few new names here, a few new names. Charles, welcome, Chris welcome, wonderful name Chris, Jack welcome, Deb welcome back, Kelly [00:01:30] welcome and Lorraine of course as well. I will keep an eye out on everyone else as they jump in. I’ve got a question. All right, I’ve got a question from Deb and Chris.

Deb, let’s get to yours. If you have not answered this already, what are some standard automations that we need to have in place? Deb, great question, great question. [00:02:00] How would you like to … I would like to say, when it comes to standard automations, it really depends on your business. Send me your website URL again Deb just so I make sure I’m pulling up the right website and I can give you some basic automations for that. While you’re doing that Deb, I’ll get to you Chris. All right, [00:02:30] and can you ask some comments to Evernote to capture them? Oh yeah Deb, what would I do without you all? Where did that question go? Deb, you are so correct. Guess what? It doesn’t let me copy and paste them when they’re in the questions. That’s very interesting. [00:03:00] If you put the question in the chat, I can copy and paste them. If you do it in the Q&A, I’ll just have to read them off but thank you for that reminder Lorraine.

All right Deb [inaudible 00:03:18].com, let’s go, let’s just go there. Is that all right? It should be, you’re online. Most people are gone, I’ve spelt it wrong. D-E-B and N, what [00:03:30] I did [inaudible 00:03:31] forgot a T, sorry Deb, my mistake not yours. Here we go, oh yes Deb, I remember. We’ve got the email updates, so you’re offering email updates, you’ve got blog posts and do we have any product offerings or consultations? Okay, [00:04:00] so for you, Deb said the site is going to be redone so great. Charles, I’m coming to you as well. Here’s what I would recommend based on what you have right now. I would no products or work with me, yeah working on updates.

When we get products, I would definitely have on-boarding automations per product, at least an [00:04:30] email or two giving them access to the product. If it’s a digital product, login credentials or what not and kind of like some instructions on how to get started so that they don’t get lost quickly. That’s an automation I would have if you have products. Another one, Deb can you switch your chat setting to everyone so we can see your conversations? That is my mistake too Deb, I can put yours [00:05:00] here. Let’s do this. This is what Deb was saying. Great, I love it. I love, Kelly, I’m good. You guys you all have me excited already but let me stick to yours Deb really quick.

For email updates, you would have your standard opt-in email form and I would recommend you use double opt-in. Here’s why I recommend [00:05:30] double opt-in everyone. I recommend double opt-in for ActiveCampaign for this very reason and this is unseen in any other platform that I’ve used and I’ve used them all. If I go to here, and you see this opt-in confirmation, if I go to edit, what we’ve done here at ActiveCampaign is, while this is standard in most platforms, you can’t change this, you can change absolutely everything on here. [00:06:00] You don’t have to have the list name, you can change this text; please click the button below to download your resource, I can change this text, I can even change this all to have its own background, [00:06:30] if I want it to look like a regular email.

This is powerful because most people are turned off by double opt-in emails because of the lack of customization. Well, you can fully customize ours and then when they click this button, instead of it going to your standard, hey you’ve been confirmed, you can also change that to go to the delivery. So, right here, you can either show a message or redirect to a [00:07:00] URL. The URL could be the PDF link or a web page that has the PDF on it. This is very powerful and I’m going to come back to this because Lorraine asked a really good question and I want to show you all how Lorraine has mapped out her process. So Deb, I would use double opt-in of course for this subscriber email updates. You know what you can do Deb is, based [00:07:30] on, this is for automations, I would go into Google Analytics and see which are my top three blog posts that are most visited. For those top three blog posts, I will set up an automation that tags people that have visited those blog posts.

What that’s going to do is, [00:08:00] now, of course we’re tracking all of this but it’s just a lot easier to see the tag on their contact record when they visit. So, it could be the name of your blog. If I do it this way, this is any blog post right? So you have three automations and each would be for that specific post. What you can do is, aside from adding a tag, you can change their communication path especially when you start getting products, [00:08:30] you may start seeing a pattern of particular blog posts that they’re reading that are attributing to them taking the next step. Imagine this, if somebody is getting my updates, my email updates and I see that they visited one of my highly effective blog post, I can then have this automation that finds them, tags them and perhaps maybe it just pauses the emails that they’re receiving, like the weekly [00:09:00] emails and then it takes them down this personalized path.

Maybe there’s just three emails that you send once a week. They don’t see a change. They’re still receiving one email a week but you as a savvy marketer, you’ve switched it, you’ve shifted the conversation to specifically what they want to talk about. Those are some basic ones that I would set up, I would have set up for right now based on your current set up. [00:09:30] Then when you bring the consultation into play as well as your products, we can start doing some more dynamic things with that but great question Deb. Great question.

Then Charles, if you have the Plus Plan, it includes one to one training. Is that just one session or is it ongoing? Charles, for the Plus Plans, those are ongoing. You get one one on one, [00:10:00] one to one training a month with a success team member. So yes that is ongoing. Every month you’ll get one of those, so yeah great question. I answered that.

All right, so now we have Kelly. I’m reading these because they’re in the Q&A box everybody. Deb has, for the one on one, can we pick who we want to meet with? [00:10:30] Very interesting question. I’m not sure. For the one on one, can we pick who we want to meet with? I’m not sure let me double check. I’ll double check by the end of this call and we’ll see. Hey Jane, can you ask [inaudible 00:10:47] when they schedule a one on one with Plus Plans, do they get to choose who is with them or is it out of [inaudible 00:10:55]. Okay. I’ll get that [00:11:00] answer to you Charles in a moment, I mean Deb that’s you, if you can pick who you want the one on one with. I would recommend everybody, the couple of the Office Hours which are one on one too, if something is unclear on your one on one, feel free to bring it to the office hours and allow me to help you think through it. So you get two for one. It’s [00:11:30] really the best deal out here.

Anyways, I’m going to type these in because I think it’s better. So Kelly wants to know, if she’s using site tracking does she need to put it on the lead box or both? Does she need to place it on the lead box [00:12:00] or Lead Page or both? Great question. Also, the tutorial says, when someone has … has to complete the form.

Speaker 2: [inaudible 00:12:11].

Chris Davis: All [00:12:30] right, so the one on ones are assigned by the availability of the CSMs internally everybody. Actually, typing is going to be a bit tough, I’ll just type the first part. Kelly, let me just repeat it. If I’m using the AC tracking code, do I need to put that on a Lead Page or a lead box or both? Also, the tutorial says, some has to complete a form on your website. Does that mean I can use a lead box or do I have to use an AC [00:13:00] form? Kelly, I love your question. Let me answer it and we’ll start from the top; do you need to put the tracking code on every Lead Page? Yes absolutely, put it on every Lead Page. I don’t think you have to put it on the lead box. You can but it really starts to … you don’t care so much if someone viewed the lead box more so the page [00:13:30] that the lead box is on.

The page that the lead box is on is the page that you want to track not essentially the lead box itself. But you can place the code on the lead box too. It doesn’t hurt. I think it will display like the name of your company.leadpages.net and then some weird extension because those lead boxes are iframes whereas [00:14:00] web pages have the nice clean URL. So, when you’re integrating with Lead Pages, you have the opportunity to, you’ve seen this, when you pull up a, you know what, I have a Lead Pages account. Let me just show you all. How about that? How about I just show you? Let me pull up my Lead Pages account and this is going to make it really, this will solve all [00:14:30] your questions.

Charles says, if I am a reseller, do clients in my account get one to one as well? If you’re a reseller Charles, they will get their one on one through you. They wouldn’t go through the CSMs here. As a reseller, you take on that onus of those clients and you’re the first point of contact. In fact, let me show you. [00:15:00] Our accounts manager, our reseller accounts manager, I sat down and I talked to her about that exact thing and here it is, ActiveCampaign Reseller Program. Here, check that one out. Do I still only get one? Yeah. You yourself as the reseller, you do still get your one on one a month with the rep just not the accounts under you. So, [00:15:30] let me show you all the page that I was working on. How about this? I think this is a good page to define.

Back to Lead Pages, Kelly, this is important. Even though, I’m assuming you’re using Lead Pages because you’re saying lead box and Lead Page. Kelly, you’re talking about Lead [00:16:00] Pages the software right? I just want to make sure. Okay, great. In here, whenever it loads, you’ll see that for everybody that doesn’t know, Lead Pages comes with a plugin and you can install the plugin in your WordPress website and then all of the pages that you create will be at your website’s extensions/the name of the page. So, it may look like, since [00:16:30] it’s your website, it may look like web tracking is on it but even though it’s a WordPress plugin and you have site tracking on your WordPress site, Lead Pages does not take it from your WordPress site. It has to take it from the page, the Lead Page itself. I don’t know what’s going on with Lead Pages right now.

Here we go, this is a sample page, watch this. If I click this [00:17:00] and go to link, first off, this is where you would place the tracking right here, analytics. As you see, I’ve got my AC Tracking right there. This is my Google Analytics, this is some clicky stuff and this is my AC, my ActiveCampaign. I’ve got it all in the tracking. Now, whenever someone visits this landing page, whether it’s on Lead Pages provided domain [00:17:30] or mine, it will be tracked. The second thing I wanted to show you is the lead box, this is going to go to, it’s been a while since I’ve been here. Let me just create a new button.

Lead box, create a new one. [00:18:00] What you can do is, when I click here and go to my integration settings, you’ll see, I don’t want that, I want to add one, you’ll see I have ActiveCampaign integrated. Now look, it’s going to pull up all of my forms Kelly. It’s pulling up all of the forms that I have created in ActiveCampaign. So, by using any of these forms, if I select done, [00:18:30] when someone fills out the form on this Lead Page, delete this, make sure you only have one. I don’t know why they would have you actually have two. It’s going to pull all the fields. That form only has one field so this is essentially now an ActiveCampaign form. So, by integrating it with Lead Pages, ActiveCampaign is going to register that as the form has been [00:19:00] submitted. That’s how that will work. As long as you integrate your ActiveCampaign account and select the form right here, whenever that lead box is filled out, it’s going to act as if this form is submitted. That’s that one.

Then, Kelly says, how do I automatically remove a subscriber [00:19:30] from my list when they subscribe to a different list? Great question. In this sense Kelly, what you would do is, I’m just going to adjust this one, go back and say, when someone subscribes to my testing list, I want to remove them from my master list. The first thing that I’m going to do is hit this plus and hit unsubscribe, select my list which is master and hit save. Now, whenever someone subscribes to testing, [00:20:00] they’ll be removed from my master list. That’s how you do it and you can do that unsubscribe move anywhere within an automation, anywhere within an automation.

Then with sidetracking, do I need the code on the lead box or once they are subscribed to a list the sidetracking will work? Great point. This is one of the reasons why I recommend using our forms as much as possible. Let me give you an alternative because [00:20:30] depending on the third party platform whether it’s the Lead Pages thrive, when they fill out their form, the web-tracking … Oops Lorraine I sent that link to you instead of everybody. I’m sorry Charles, everyone, that’s the podcast link, you probably couldn’t see it, that’s the podcast link Charles. So, what will happen is, hold on, let me [00:21:00] make sure I have all my panelists. What will happen is, when the third party platform submits the form on your behalf, they may or may not have the tracking script. Most platforms do not, so the only way to guarantee that site tracking is active is if someone submits an ActiveCampaign form or if they click a link in an email sent from ActiveCampaign.

[00:21:30] What I often recommend people do is, we could take this same form and I can go to integrate and I could go to simple embed, watch this, let me go back into Lead Pages, let me just close out of there, I don’t care about that. What I can do is this, I can go to widgets. Well here, let’s go right back in that lead box because [00:22:00] I think that’s a good example and delete this form. Instead, I can grab this HTML, put it in there and guess what I’m going to put in my HTML, I can embed the ActiveCampaign form that way. Then, I will go to preview mode and watch what will happen, when I click on this button, it’s now pulling up the ActiveCampaign form inside of a lead box. Now, when they fill out this form, the web tracking will be [00:22:30] on their contact record.

What do you lose and what do you gain? You gain web-tracking and you gain no middle man in between your form being submitted but you will lose the conversion rate tracking in Lead Pages specific to that lead box. So, you would have to calculate that yourself. Lead Pages tells you how many views you’ve had. You would just take that and have to go into ActiveCampaign and look at how many [00:23:00] people have opted-in right here and that will be your conversion rate. That goes for all tools, all third party tools even outside of Lead Pages.

Is it better to use multiple lists or would you recommend using one master list and segment using tags? Kelly, let me just put that in here just add like it’s a bookmark; Kelly [00:23:30] multiple lists versus single with tags. I recommend, I teach everybody, we’re going to get to this in Lorraine’s example, she’s got a really good example that outlines this. The more lists that you use, the sharper you have to be as a marketer, the more cases you have to cover. So, the more lists you use, the more attentive you have to be. I like to keep my lists at a bare [00:24:00] minimum because last week, I can’t remember if it was you Lorraine, Katrina or someone else that brought up the fact that let’s say one contact is on three different lists and they’re added to an automation by a tag. A tag adds this contact to the email, to the automation and there’s three emails from that automation. They unsubscribe from the first email. Which list do they unsubscribe from? They’re on three [00:24:30] and since the automation is not specific to a list, what list are they removed from?

Well, they’re removed from the first list that they subscribed to but that contact may be saying don’t send me any more communication but guess what, they’re going to get email number two because they’re still on two of the three lists. Then email two comes out and they say, look I’m subscribed. I said unsubscribe right? Then they’re removed from the second list that they joined. [00:25:00] They’re removed from the list in which they opted-in on it, they’re removed in the same order that they were added to the list. So, it will essentially take three emails for them to unsubscribe from all three lists and best believe that they will most definitely have a complaint if that happens. Now, there is a workaround to that.

I would recommend you all look at the last week’s [00:25:30] Office Hours because I showed how to use the unsubscribe all link as well as a manual link that controls tags. In this sense, I would recommend you using tags, more tags than lists to manage your preferences and communication types. Lorraine says it’s a huge shift from MailChimp that’s list driven to being contact driven. Absolutely, Lorraine is correct. She’s in the midst of migrating [00:26:00] from MailChimp to ActiveCampaign. Kelly, let me know which platform you’re coming from. None? Okay, great so you’ll be able to start from scratch. The maximum that I would have you start with is a customer list and a prospect list. [00:26:30] Those would be the two and when someone subscribes to the customer list, remove them from your prospect list like this automation is doing right here.

Kelly says, if she’s running in engagement or session email series, several emails over a week or a month, is it better to use a campaign or an automation? Campaign or [00:27:00] automation for a section email series. I spelled that terribly wrong. I would say an automation unless you don’t have the content until you’re ready to send it. If you’re publishing these emails, the moment you’re creating them and then sending them out, then absolutely use a campaign. But if the emails are already created, they’re cued, they’re already cued, I would use [00:27:30] an automation with time delays in between them. How do I run an abandoned cart automation in ActiveCampaign? Kelly, let me get to Chris’s really really quick.

Chris says, how can I make sure emails I send from Outlook sync up with my contacts in AC for their activity stream? [00:28:00] Sync email behavior with Outlook. Here’s where you want to do that Chris. You go into My Settings, this is technical so you may, sorry Kelly my apologies, you are a guy, my bad. There I go assuming. That is 100% my bad, I apologize for that. [00:28:30] We have, let me see here, Domains, this is what you want to do right here. No, no, no this is not what I want to do. There was an IMAPPING setting, where was it? There’s an IMAPPING setting that all of your emails can come from your domain and then I think it is this, [00:29:00] I’m sorry this is it. You use this and then every email that you send through Outlook will show in their contact record. Every email they send you will show in the contact record in ActiveCampaign. So, as you’re emailing in Outlook, it will show in ActiveCampaign.

Then Kelly asks, how do I run an abandoned cart automation in ActiveCampaign? Great question. [00:29:30] The official abandon cart it really comes from the integration with the platform like Shopify and deep data right? What you would want is an event in Shopify to be passed, we’re working on that but that doesn’t stop us. Watch this, I’m glad you asked this Kelly. Watch this everybody.

If we think of an abandoned cart, we’re saying an event happened and then we’re waiting a time to see if a second event happened. [00:30:00] If that second event didn’t happen, we want to send them an email. So abandoned cart would work and only work if the first step to check out is you’re capturing their email address. If it’s just a click to add to cart button, there’s no way to help recover them because you don’t have their emails. So, abandoned cart a lot of times, I know Shopify allows this as well as WooCommerce [00:30:30] allows this, BigCommerce, all of them do actually. You need to grab their email first and then take them to the cart. If you already have their email, you can monitor them going to the cart of course by visiting the cart page.
Essentially, this is what we want to do, cart, somebody has visited the cart and this could be for a specific product as well. What we’re going to do is [00:31:00] wait. I don’t know, what do you want to do? You want to give them 15 minutes to check out? Let’s give them 15 minutes and the goal is going to be purchase. The criteria for this goal is going to be that they have the customer tag or the specific product tag and we’re going to wait until the conditions are met.

If they reach [00:31:30] this automation in between there, we’re going to send an email, “Don’t forget your items.” Now, when they visit the cart page, if they check out within 15 minutes, they’ll achieve this goal and never get this email. If they don’t check out within 15 minutes, maybe we want to extend [00:32:00] this to like an hour or so, I don’t know, it’s up to you. If they don’t check out, they won’t achieve this goal then they’ll get this email. We can do other things too, tag them or what not but this is essentially how you would do your shopping cart abandonment inside of ActiveCampaign. It’s the real basic approach to it right here.

Jack, hey Jack, welcome. [00:32:30] Jack says, in automation, what’s the difference between adding a tag to launching automation and just launching the automation? Is there an advantage over one or the other? Jack, tags to start automations versus no tags. The advantage is the manner in which the tags are applied. The tags [00:33:00] can be applied in multiple ways very dynamically throughout automations or via third party. So, it’s very very common that you would be integrating some third party application that applies the tag to the contact record based on some action taken in their platform. In that sense, you would very much want to use a tag to start an automation. That is the main advantage is that tags are easily integrated, [00:33:30] easily used through integrations whereas using or just launching the automation, to just launch the automation with no start trigger, they would already have to be in another automation and we’d have to use this action like start an automation. Then, they can an automation without having a start trigger. So yes tags give you a lot more dynamic [00:34:00] ability to launch automations. That’s the main benefit to them there.

So Lorraine, do you use Outlook sync to track communications with a client say increases support et cetera? You could. That’s what a lot of people use it for, a lot of our clients and some people just email from within the CRM [00:34:30] to keep track. Others like to use the Google extension to track, to keep track of the record and the email communication, so you’ve got some options there but I do know of a lot of businesses that use that because they have sales people that go login to the CRM and when they go to the contact record, they can then see the conversation that someone else had because they sync without …

Kelly [00:35:00] asks, there are two ways, use a CC Form on the Lead Page or integrate your AC form on the Lead Page correct? Yes Kelly absolutely. That is correct. Using the ActiveCampaign form, you’ll see that you get the web-tracking immediately, the site tracking immediately. Without using one, you need to wait until they click a link in their email to track which websites they’ve been visiting. Also, you can [00:35:30] give people the option to unsubscribe from certain emails when there is a master unsubscribe at the bottom of every email. Yeah Kelly, you’re correct. When you have the master unsubscribe, if they click that link, that’s the end all and that would be, honestly that’s the safest link to use.

Remember, the previous Office Hours that I did, I showed you how to do that and then how to put your own link that says, if you would like to stop receiving emails [00:36:00] about this topic, then when they click that link, it removes tag instead of removing them from the list. Imagine that same automation that they were added to, everybody in that automation with the tag will continue to get the email. As soon as that tag is removed, they’re removed from that automation. So managing your contacts with tags is a lot stronger than managing with links.

Chris says, what is Outlook sync? Where can I find [00:36:30] more info on this? Chris, I thought I had it in here. Chris, what I’ll do is, let me dig up the best document on it and I will email it to you. I’ll email it to you personally Chris. I don’t have it on hand but Outlook sync is essentially every email that you send out of [00:37:00] Outlook will show right here. Contacts, let me go to my twin brother here, Phil, who doesn’t exist by the way. You see these emails? It will show here the emails that you send in Outlook. Lorraine, I’ll email you as well. The emails you send in Outlook will also appear down here. So, you can centralize [00:37:30] all your communication.

I have my email account already synced in AC but sometimes when I send an email, it doesn’t show in AC form contact. Chris says that sometimes the email doesn’t show, I would contact support. Definitely contact support if email doesn’t show in AC from Outlook. I would definitely raise that issue with support. They should be able [00:38:00] to get on that fairly quickly here.

If you integrate your AC form, this is Kelly, if you integrate your AC form with a lead box, there’s another step they must take before site tracking works. Oh I see how these are going, okay. Yeah if you integrate it [00:38:30] using the built in integration I showed you where it pulls all the forms from ActiveCampaign, site tracking is not going to be enabled when they submit that form but it will be added to ActiveCampaign. They’ll be added. You just have to wait till they click a link. But if you embed the form on the lead box like I showed you, site tracking is going to be active immediately and they’ll be added to ActiveCampaign. Then you don’t have to work from the click a link to track what other websites they start visiting.

[00:39:00] Great, these are all really good questions. I would say, if you all want to continue, I’d invite you to use the chat because I’m going to shift here to sharing my screen so we can see what Lorraine was working on. Could you please use the chat to ask your questions going forward [00:39:30] for this second half of Office Hours? Watch this everybody. Lorraine did something that I recommend that you all do when it comes to building out your automations. She created a map. Lorraine, did you use draw.io, Lucidchart, some other platform? What did you use to create this? draw.io. Lorraine used draw.io which is a free platform and this is essentially a map of everything [00:40:00] she wants to happen before she finishes building it out in ActiveCampaign. This is going to be so instrumental. Do you know why? Because this gives you your overall view of what is going on in your business, the overall process. Not just the automations.

That’s important because as we continue to build out our business and our automation list grows, [00:40:30] a month from now, at some point it’s going to be running just automatically and it’s going to be working. Months will go by and, oh yeah I need to make a quick update. When you need to make a quick update, you’re going to start thinking like, oh yeah what was I doing again and you’re going to have to go through your automations and no matter how well documented they are, that’s going to be a process, it’s going to be a research process.

What I always recommend is you have a map. This is a map to guide [00:41:00] you to exactly where you need to go quickly so when you jump in ActiveCampaign, you can go right to that automation, right to where you need to and then make the fix. This is a disciplined practice. I need to raise my hand and be the first to admit, sometimes I don’t always do this. I get away from it, I jump into ActiveCampaign in my excitement and I just start building out.

Every time I do that, I’m telling you all, it helps for the now, it works for the now but in the future, I [00:41:30] want to punch myself because it takes me like 10-15 minutes to recall what I was doing. Sometimes, I don’t have 10 or 15 minutes to recall. If you have a map, you have documentation like this, you can recall a lot easier what you’re doing as well as see your holes a lot easier on paper. It’s way easier to see your holes on paper. There are so many kinks I had to work out by doing that. Yeah exactly Lorraine. When you had to put it on paper, [00:42:00] it’s the same thing as coming up with a business plan. Anybody can tell you a business plan just off the cuff like yeah I’m going to do this, I’m going to do that but when they have to write it, it challenges them to think about things that they didn’t see until it was on paper. So this is our campaign mapping, our automation mapping takes place here first.

You don’t have to do it in a computer, you don’t have to do it digital, a lot of times I use a whiteboard. I have a whiteboard at home and if I don’t have a whiteboard, I use printer paper and a pen [00:42:30] and get down your rough idea. You can always scan it, take a picture with your phone and send it to me and then I can go over it like I’m doing now but this is going to be so valuable to you Lorraine and everybody here on this call.

This is going to be huge and here’s why. Lorraine, I’ll monitor the chat, I’m just going to explain how I’m interpreting what you’re doing. So, what Lorraine is saying here is that she’s had one, two, three, four, five, six, opt- [00:43:00] in opportunities, six ways for people to opt-in to her contact database. Of those six, these five are going to add people to the list, to this master list. Lorraine has one master list and when they fill out this form, this little shade here means it’s a double opt-in form, they’re going to be added to the master list. That’s what this red means, that’s the list that they’re added to.

[00:43:30] This sign up form is also going to add them to the master list. What’s the difference? You say, well, if they are here, why don’t you just show that? Well, what Lorraine wants to show is that there’s an action going on behind the scenes that we don’t see and this blue line is the thank you page or the email that they receive after they opt in. So, this is actually my first question Lorraine, [00:44:00] is they’re essentially added to the master list here, when they go to the email and it says sign up form, is this the confirmation email, the double confirmation email they click, is that what this box is signifying that they’ve clicked that email, that link in that email and when they’ve clicked it they’re added to this list? Is that what you were saying? Just clarifying question there and [00:44:30] that’s how they … Okay, all right, let me know what you were saying with this blue because the blue and the red are both going to the master list but they’re getting there by different means. So, I’m very curious on that.

Now, when they’re on the master list, these are the offerings that Lorraine is going to send. Before I go there, look at this, this lead magnet gets this tag, this offering gets this tag, this offering gets this tag, this offering gets this tag and this offering gets this tag. [00:45:00] She’s tagging them based on their source, dumping them on this list and then going forward, they’re going to get this communication.

So, these people are going to get this communication, these people are going to get this communication, these people are going to get this communication, these people are going to get this communication. You all follow? They’re all on one list and she’s using tags to manage the communication, all good, all good right now. Here [00:45:30] we have online payment processor. I guess at some point they’re going to purchase and then at that point, we’re going to have, this is where they purchase, good cause yeah … The other question I have is, this green arrow to the master [00:46:00] list, because they’re already on the list. Sure Lorraine yeah let’s do some audio. This must be really good. Let me see, did you raise your hand? Okay, Lorraine’s going to plug in her headset. This is a single opt-in form, that’s what that is. So, good and then they’ll get additional blocks.

Essentially like I said, the main takeaway [00:46:30] from here is to see how she’s using multiple tags instead of multiple lists. All right Lorraine, I am promoting you. You should be getting access. You have access, let me unmute you. Lorraine, howdy?

Lorraine: Hello.

Chris Davis: Great I can hear you and since you have your camera on, I will [00:47:00] turn mine on.

Lorraine: To answer your first question, I decided to go with one list to be able to manage subscribes and unsubscribes more easily through that tagging system. They’re divided into prospects and customers. [00:47:30] All the red arrows deal with the prospect process and the green arrows deal with the customer process.

Chris Davis: Okay, I missed that. I see you have that labeled, okay.

Lorraine: I’m considering if they sign up for my newsletter, that’s a free product so they’re like already a customer at that point because they’ve requested weekly communication. I needed some base to continue communicating with them. [00:48:00] According to our good old anti-spam rules here in Canada, just because they signed up for product X, I can’t automatically send them everything. So, what tends to happen, what I find a lot happens if you buy eCourse ABC, you all of a sudden start receiving their emails, [00:48:30] their weekly newsletter. We are not allowed to do that unless we specify and blablabla. That blue line is kind of like another request to get them on to my newsletter list after they’ve become a product. They’ve shown interest but they haven’t indicated that they want to get my newsletter so I’m trying to get them on to my newsletter via that [00:49:00] blue line.

Chris Davis: So right there we have two options. One option is we can add some language to each offering and say, hey when you click the link in the confirmation email, when you click the link you also receive my newsletter what not, that’s one way. The second way is, let me ask you this Lorraine, is can they click a link in an email? Is that good enough to give … ?

Lorraine: Yes.

Chris Davis: All right. I would definitely [00:49:30] say, instead of having a form I would ask them to click a link in the email and say hey click here and then you could have that link throughout your communication. Whenever they click it you can add them. Here is what I wanted to show you as well

Lorraine
because you asked a question about knowing when they’re opting in, having that date available. The date as you see it’s not available on the contact record, you see that? [00:50:00] Right before this call I brought that to our developers and they are like, “Hey, we’ll work on that.” It will be available however it is logged. Check this out, it is right here, if you go to your contacts and you hit export, what will happen is, you’ll get an export and it does have the date the contact was created, the IP address, all of that information. So if you ever need to present that or have it, it [00:50:30] is in the system, to see it you just have to export the contacts under …

Lorraine: The issue came is … I need to maintain that for each list and they may subscribe and unsubscribe. Once I start managing that using the tag system, I don’t have when they subscribed and unsubscribed, so that’s what I was trying to capture.

Chris Davis: What I would do is go to my trustee automation [00:51:00] here and for every form, for every offer that you have or what not, I would do this one, I would use like a timestamp automation which the start triggers. You’ll create a custom field for every action that you want to create a timestamp for. If it’s like subscribes to list or unsubscribes to list, that would be your start trigger and then you would use this [00:51:30] one, contacts, update contact and then back custom field. You’ll pick that custom field and then you’ll choose the current time. Now you have a custom field on their contact record that shows when they took that action. It will show nice and clean just like this, see. I have the last day I opened the email, the last time, I don’t know, [00:52:00] I forget what that was being the last time I clicked an email, you can have that for when they are added to your list.

Lorraine: I don’t know if you had a chance to look at the PDF document. I’ve got tags setup, a group of tags set up for each stream to be able to capture that information.

Chris Davis: Yes, yeah you can store it in tags as well.

Lorraine: Sorry not tags, custom field. I have a custom field set up for that because then I’m filling [00:52:30] the field with the current stamp rather than removing and adding tags.

Chris Davis: Yes which is a much easier right? It’s a whole lot easier. So that makes sense. This is good. We can use a link in the email to get them on this master list as well and when they are on here, when they are on the master list they are going to get your weekly newsletter though a long with the type of communication they opted in for. [00:53:00] Right?

Lorraine: If they click the link in the email to sign up for the newsletter.

Chris Davis: Yes. Essentially if they’ve gone from this blue and clicked here to reach here, reach your master list, like for instance, let me take the mastermind interest pre-launch. I filled out this form, you send me an email saying, “Hey you are on the list, one last thing, can you click here to let me know that you know, I have your permission. [00:53:30] Also, when you do,” if we do it in that email or another email, “if you like to receive my newsletter XYZ you can, click here,” or however we do it. So I sign up for the mastermind pre-launch and I want your newsletters. At that point I am going to get your quarterly mastermind marketing campaign as well as the newsletters right?

Lorraine: Correct.

Chris Davis: Great, I get that. This top part works well. Then what was [00:54:00] this where you have the online payment processor back up to the master list and then down to these offerings?

Lorraine: That was my confusion or that’s the next part after I get this into place, is figuring out how the online payment … That’s something, it was pretty much a note to myself. It’s like okay, next step is integrating it with a payment process, something to take payments and [00:54:30] then how is that going to interact with my list and then deliver the products.

Chris Davis: That’s good. Essentially most payment processors, if you are using deep data like Shopify or BigCommerce and eventually WooCommerce that we’ll have, any event is going to be logged and it says WooCommerce purchase or Shopify purchase. That is only shown, on like the start trigger. [00:55:00] At that point they would be added to an automation and then from there you can tag them as a customer and you can give them the product tag. Now they are separate, they are a customer, they’ve got the product tag and then based on the product tag and like their initial offering, they’ll get that specific on boarding, correct?

Lorraine: Right.

Chris Davis: That’s what these paths were.

Lorraine: Exactly. The green lines, that was kind of [00:55:30] like a matter of real estate. The reason it goes back up is to indicate they’ve gone from prospect to customer. Everything in the green is customer, they’ve become a customer.

Chris Davis: Yes so there’s almost, what we are seeing here, oops I always do that when I want to do a shape, it’s almost like this is what we are seeing. This is the customer line right there. This makes sense, great. [00:56:00] It’s like the customer line, everything below it is customer communication, everything above it is non-customer communication and we’re managing that with tags. Right?

Lorraine: Right and so you’ll notice the tags go from P underscore to C underscore when they become a customer for that product or that stream.

Chris Davis: Oh yes I see you’ve changed so C to B.

Lorraine: Because they can [00:56:30] be a customer at some point for some things but a prospect for other things.

Chris Davis: That’s a good naming convention, a way to keep track of that because you still want to send them, like you don’t want to kill all prospect communication because they may be interested in your course after the mastermind or vice versa.

Lorraine: Exactly.

Chris Davis: Great. Then for this particular mastermind you are going to have a Facebook group, monthly call using a webinar [00:57:00] service, everybody will get your newsletter and your additional blog post or what not. All right, great, Lorraine great job. This is a great job.

Lorraine: It’s been two weeks in the making.

Chris Davis: This is huge and it’s going to be so helpful on the future calls when we are trying to figure some stuff out or get stuff built and everything, this is great, this is great. I like your usage of the master [00:57:30] list as well as keeping track of our customers and prospects. You actually brought something to my attention that I realize I often kind of gloss over is the fact that when you have multiple product offerings, a customer is not a customer for everything. A customer could still very much be a prospect for your other offerings. I love how you’ve differentiated your customer but still a prospect for other things, [00:58:00] that was great, that was really good.

Since I have you, let’s go through your last few questions. So, we did the first one, using time stamping and we are on overtime everybody so you all who are still on, Deb, Kelly, stay strong with me here. If you have questions let me know and I appreciate [00:58:30] it. Let me see Deb. “Wow Lorraine, this is awesome. I was a bit stumped at how to move my prospects with tags, thanks.” Yes Deb, Lorraine has been working hard. She has definitely been putting in the work, the hours and the brain power.

Lorraine: Well it’s definitely worth it because having to map everything out, you start going, “Oh so what if this happens and how does that happen and oh how am I going [00:59:00] to handle that and that’s not going to work?” It really is, this is the 80% planning to hit the 20% execution because I keep saying to myself, “Man if I just jumped into the automations and stuff like that without planning this out, I would have to tear everything apart and put it back together and apart and I would have been so frustrated.”

Chris Davis: This is gold, Lorraine-

Lorraine: I probably would [00:59:30] have walked away.

Chris Davis: Lorraine, I want to have you on the podcast. I think what you have done this far is admirable and worth promoting and showing people especially coming from MailChimp, just to have the wayward thought to say, you know what let me take the time and map this stuff out before I do anything. So the invitation is there when you are ready make sure you fill it out and let’s let you record it.

[01:00:00] Kelly I owe you one. I’ve been referring to you in the wrong tense so email me whatever, ask the question, I owe you Kelly. Can adding, removing a tag or changing a custom field trigger the sending of an email? Yes. It can trigger the sending by that being a trigger for an automation to start. That’s the best way, that’s the way to do it.

Lorraine: What I wanted to [01:00:30] do, the reason I wanted to use that was as a double audit trail. This was something that came out in creating the map or managing the subscribes and unsubscribes is, take me for example, I go, “Oh I want to check that product out.” So I subscribe and then I go, “Ugh it’s whatever,” so I unsubscribe. Then somewhere down the road, I happen to plan another one of their offerings [01:01:00] so I subscribe again. I may stick with them for a while and then I may unsubscribe or stay with them. I wanted to send an email that would hopefully provide an audit trail. Like I’ll send it to audittrail@gmail.com, like some other email address so that I’ll have an audit trail record in backup to what fields I’m storing in the database because I can only store the last [01:01:30] instance, I can’t store the history of it.

Chris Davis: Yeah I get you. So every time that action happens you want that audit trail in the other email.

Lorraine: Yeah because if somebody came back at me and said, “Hey you’re sending me emails when I had unsubscribed,” I’ve got something that says, “Yeah you were subscribed from January to April and May to September. I did not send you [01:02:00] emails in that period.” But otherwise I only have the last recording date that would be related with June to September. I don’t have the earlier ones. Anyway that was kind of the solution for that.

Chris Davis: I like that, I like that. The thing that I would just make sure is that these as start triggers run multiple times just as from that dropdown. How do I find the field values for [01:02:30] a custom field setup as a checkbox on my preference’s screen? Now, which screen was this that you were referring to, the preferences screen?

Lorraine: The preferences for a list on the advanced settings, public pages preferences screen, I want to create a checkbox that’s going to list my pseudo list where they can opt-in or opt-out for say things related to each of those streams. So to be able to [01:03:00] manage the subscribes and unsubscribes, I want to know when that checkbox gets checked or unchecked.

Chris Davis: If you are using it on your form like you’re embedding it, all of the options will be unchecked by default.

Lorraine: Yes and then when they go to check it, I want to know when they check it.

Chris Davis: Okay so you could do the same kind of like the time stamping [01:03:30] for those as well, the automations but the start trigger would be when they’ve updated that custom field. Like here, let me just make sure this is true. I believe we can start it. Yes when the field changes. I have a field, I think I have a checkbox. This is probably a radio button but I can change when it changes too [01:04:00] and then I can run it on the first time or run it every time. It’s added or updated, add that as a start and then do my timestamp, not my timestamp, I would start the automation or the tag or whatnot.

Lorraine: My assumption is that if it’s a checkbox it was similar to that process [01:04:30] you did last week with history, chemistry, biology and whatever, I would go through each value and check each value whether it was on or off.

Chris Davis: Absolutely.

Lorraine: You were the one by doing that example that made me re-change my whole diagram based on that. It’s all your fault.

Chris Davis: Deb and Kelly, last week we went through a really powerful automation. Since then Lorraine, I’ve thought of like five other applications for this thing but it’s an automation. Let me see if I have it, I’ll just show [01:05:00] you really quick. It goes through those forms that you fill out that could have multiple options like Lorraine is saying the checkbox. I can’t remember what I called it, I know I didn’t call it sorting at the time, oh well I’ll find it but it’s on the last call. Anyway let’s say you have four check boxes and someone checks three of them. Well, what we found is that you can just create an automation that you send people through. You just dump them [01:05:30] in there at any time that you want to, to make sure that you are tagging or updating the record according to the input that you have. What it does is that it goes through every question, did they check this box? Did they check this box? Did they check this box? If so, it does a specific action.

So this is the sorting automation. It is powerful. We were talking in marketing, we could use it for first attribution Lorraine. I remember we were talking about last attribution using a custom field [01:06:00] to show the last thing they downloaded but you can also use that kind of sorting, that only allows a contact to go through it one time and then store whatever the first source, whatever their first action ever was. Now you can have their first action and their last action stored. The sorting, my mind is going to continue to just come up with more ideas on it but that was a good one, that was a really good one.

Now, is [01:06:30] there a specific setup of the context profile I need to pay attention to before I integrate? Yes. All right, this is going to change, this is totally going to change depending on the platform that you integrate with. I have personal experience with Teachable and LearnDash and I’m gaining experience with Thinkific. Honestly, right now Thinkific is winning me over from Teachable [01:07:00] but of course, I’m a WordPress guy so I just love LearnDash. Watch how Teachable integrates with ActiveCampaign. They have a Xavier integration which will allow you to know when someone has enrolled. That’s the very first tag that Teachable will send to your ActiveCampaign account is user has enrolled and they’ll send that tag. Now everything else is going to be monitored with site tracking. [01:07:30] You would have to do kind of like some assumption because in Teachable you can access one lesson without completing the previous.

So essentially what you are going to say in teachable is since they’ve accessed this course URL, they’ve completed the previous course and you would tag them based on the site tracking. That’s how you would do it with teachable. I’m learning on Thinkific how they do their integration, I’m thinking it’s very similar but check this out with LearnDash. There’s a [01:08:00] plugin, there’s two plugins actually. One’s called Active Member 360 and the other one is called Memberium. These two plugins what they do is, they integrate to your ActiveCampaign account at the lesson level. When you are building it out in WordPress, you can determine which tag you want to be applied when that person passes that lesson or completes the lesson. You could do the same for quizzes, when they complete quizzes, upload assignments. [01:08:30] That plugin gives you a lot more granularity as far as tracking their progress and adding it to their customer profile.

Lorraine: From what you’ve seen, does that give LearnDash the edge over the other two for the other functionality that they might bring?

Chris Davis: It does. It gives them the edge but here is the trade-off; what you gain in flexibility and power, you are going to give up in some ease of implementation. [01:09:00] You sign up with Teachable and it’s like Lead Pages or ActiveCampaign, you log in and you just start creating your course. Most people love that, they are like, “Oh my Gosh I created a course. It was so easy.”I’ve just learned that most people who have a WordPress blog, it just takes a little bit more effort. You’re already in WordPress and you can create those courses in WordPress on your website and have more control. It’s really about the marketer.

I’m not [01:09:30] saying that people who use Teachable are lazy or using the easy way. I know many people that use Teachable and Thinkific to great success. I just have learned in my experience the differences and that’s the flexibility. Sometimes as you grow as a marketer, you just want to be able to do more. You want to be able to track more, you want to be able to offer more dynamic experience. The most dynamic experience you will have is with like LearnDash and WordPress because you can really customize [01:10:00] everything.

Lorraine: That’s what I’m really shooting, the dynamic aspect of it is what I’m most, top priority.

Chris Davis: What I didn’t tell you, now that we are here, is that the same plugin, ActiveMember360 or Memberium, it will also set page level access based on tags on their contact record. They’ll be able to access a certain page or not access certain pages based on the tags that are present. [01:10:30] So really powerful stuff. You can even display certain content based on their tags.

Lorraine: That’s what I need.

Chris Davis: Yeah. You could have 10 people login to your learning site and all 10 of them will see totally different things based on their experience through your funnel or what not.

Lorraine: That’s great, I’m glad you mentioned that because that’s what I’m looking for.

Chris Davis: Okay, great yeah it’s really powerful. Is there [01:11:00] a compelling reason to have a prospect list and a customer list instead of tags and automations? Me personally no. I like you subscribe to a master list and I have received zero complaints from my subscribers ever. Here’s one thing that I would like to propose to you all. When someone subscribes, and Lorraine you alluded to this when you were talking earlier.

When someone unsubscribes [01:11:30] they’re not dead, they are not gone forever. It’s just at that moment in time, they’re just done with the communication. What I found in my experience is that people very much do come back. They very much do come back. So I’m not so concerned with when someone opts-in adding them to all of these lists and kind of making it hard for them to leave. A lot of people that’s their concern, that’s why they have multiple [01:12:00] lists because, “Oh well wait, I want them to know that if they are opting out they can still get this other communication.” Which is a fair point, I’m not docking them. I’m just saying for me I’ve learned that people depending on where they are and their business and what they are looking to learn, either want to hear from me right now or don’t and that has nothing to do with their willingness or ability to come back.

As a marketer I need to do my job and make sure I’m advertising in the right areas, I’m promoting my [01:12:30] stuff in areas where when they do want to come around I’m easy to find. Like I’m on the right podcast, I’m doing the right guest posting, I’m doing retargeting on Facebook so when they are ready they are like, “Oh yeah, yeah let me see, I remember,” and they can come back. Yeah I just use a master list.

Here’s where you’ll find yourself using multiple lists though, it’s depending on your third party integration tools. [01:13:00] Some tools only integrate at the list level. WebinarJam is a great example. When I run webinars with WebinarJam it’s going to add them to a list so I have to add them to that list. I have to create a WebinarJam list, add my contacts there and then based on their engagement move them to my master list. The same goes for SMS in our platform. If you use native SMS, you’ll want to create a list specific to each keyword and when they engage, [01:13:30] you’ll want to move them to your master list so there are reasons but I strictly use them for function, they are just gateways to my main list. People do not reside on our multiple lists.

For me, like I said I found it so much easier to manage and just used tags to say, they don’t get this information anymore, they don’t get that. Here’s why everybody. When you create a segment, if we go to contacts and [01:14:00] I say advanced, it’s kind of hidden, we are kind of working on that, advanced. This is how you create your segments. Any segment that you create, let’s just say I want say every contact that is a customer.

So as Lorraine has it in her example, everybody with that C- is essentially going to be a customer in her database. These are all of the people that are customers, if I go back [01:14:30] and save this as a segment, watch this, all customers, I save it one time, this criteria is saved forever. Now in the future when people meet this criteria, they are just going to be automatically added. I don’t have to go back and refresh this. If I do find myself wanting to send a campaign, I want to send a campaign to all my customers and I go [01:15:00] into here, go back to my list here and I will see all of my segments right here.

Here’s another reason why one list works really well. What if I’m like, “Oh I wanted, my customers can be in multiple lists so I need to make sure I check every list my customers could possibly be in,” and then select the segment, all customers within these lists go to next and now whoever is a customer at that moment in [01:15:30] time is going to receive that email. That segment it automatically updates so you can save your segments. You can very much plan out your segments as Lorraine has planned out her entire funnel. You can very much have your segments mapped out. Okay I want customers, I want prospects and you determine that criteria.

People don’t have to meet. You don’t even have to have contacts in your account. You can set the criteria say, everybody with a prospect, P underscore is going to be a [01:16:00] prospect, C underscore is going to be a customer, weekly newsletter tag, those are the people who get my weekly newsletters. These can all be segments in your account before the contacts even come in. Then when they come in they’ll just start filling those buckets and then when it comes time to send out the campaign you can target them. Go ahead.

Lorraine: Am I also correct that by having them on the list and controlling the, like [01:16:30] just say they uncheck in my case, they uncheck all of the list? They don’t hit the unsubscribe all because that would actually remove them but if there’s still a contact in my database and not receiving my self-managed communication list, the site tracking will still work so I can still see when they come back to my website.

Chris Davis: Absolutely, absolutely and here’s another thing about site tracking Lorraine and Deb and Kelly. You all are troopers [01:17:00] today. Site tracking this is how it really works. Everybody that’s visiting your website right now as long as you have the site tracking code, we’re tracking them. They are just anonymous. We don’t show you anonymous data. The second we know who they are, we take all of that anonymous data and connect it with their known account. You’ll be able to see like people think the app is broke because somebody will become a contact and then it will show what they did three months ago. [01:17:30] They are like, “How is that possible if they just opted in today.” But it’s because we track that and then once we know who they are we tie that information.

Watch this, when they unsubscribe, so a lot of people will see a difference. Let me show you my account. I think my account is going to be a bad example because I don’t actually use this for people to unsubscribe from but right here in your dash board, if you click on that, you are going to see all contacts. If you [01:18:00] select active, oh I do have a difference. So the active contacts are the contacts that you are charged for. That’s what will determine how many contacts are on your list because the question becomes, well if they unsubscribe why are they not removed from my list? We don’t necessarily want to remove them because you can still track them. Even though they are not on your list since you know who they are you can track their web behavior and see.

Lorraine: So [01:18:30] by that, that tells me when somebody first starts up with ActiveCampaign one of the very first things that they should do is set up the site tracking like add the plugin and get that going on their site and then worry about getting the forms and the automations in place because-

Chris Davis: Yes. Lorraine yes.

Lorraine: Very important. I’m glad I did it by accident but now I’m glad [01:19:00] that I have that in place because I thought I was going to leave it till the end like I was going to leave it till I had everything else kind of mapped, it’s like no go ahead [inaudible 01:19:08] so yeah, that’s a good piece to know.

Chris Davis: Yes so since you said that I am going to drop a nugget here on the call amongst us three, you three in here still. We have a new feature called Site Messaging. Have you seen Site Messaging? Have you seen it yet? Okay, Site Messaging … Deb says great point, [01:19:30] Deb’s going strong, Deb and Kelly. Site Messaging is essentially when you go to a website you see like on the bottom right of the screen a message will pop up and you can kind of chat.

Well it looks just like that but it’s not chat, it’s literally a message. You can have a link in there, you can merge in their first name and any data that you have. It’s serving as a second means of communicating with them. Well we are working on this feature now so it may or may not, I’m hoping to push more towards [01:20:00] may. If someone is unsubscribed but they are still on your list, you will be able to send a site message because that’s displaying on your website so they are very well … This is powerful because, you may find out that people who unsubscribe still frequent your blog or your website and you may feel shackled like I wish I could just tell them.

You could use pop ups and all kinds of other things but now you can use a site message. [01:20:30] If they opt in they’ll just activate right back into your account, you have all of that history and they’ll be back in the funnel here. I’ll keep you all updated on the development of that one. We were about to launch it and internally we pulled it back. We were like, “You know what, we need to make sure people are going to use this.” We kind of mapped out some use cases and this is one of them. This is a strong way to be able to [01:21:00] reach people who are engaging on our platforms because again Lorraine guess what and Kelly and Deb, that site message will appear on any web asset that you have the site tracking on. It’s not limited to just like your blog, if they visit your personal page, they can get that message to say, “Hey so and so, just wanted to let you know …”

It’s going to be very powerful, very powerful when it comes out so I’m excited about [01:21:30] it. Yes you are correct Lorraine, the first thing to do, install site tracking. I’m training myself, what I alluded to, to you Kelly is I’m training myself to use more and more of ActiveCampaign forms because that is the bonafide way to ensure that that site tracking is active. Whereas there are so many third party tools out there now and most of them are just rushing to get the integration and really attaching that cookie is something that gets overlooked all the time. [01:22:00] All right great, Lorraine it was great meeting you.

Lorraine: Yes it was good seeing and talking with you.

Chris Davis: Yes, definitely. Thank you so much.

Lorraine: Thank you for answering my questions, this was onwards.

Chris Davis: Yes onwards march all right, great oh my goodness. Everybody, I can’t express to you the joy I have on these [01:22:30] afterwards because you all are, especially all of you that engage and ask questions and the next week you come and you’re showing progress, this is what business looks like. This is what building a business looks like. Don’t be deceived by what everybody else is showing in logos and ads that you see. We don’t know if that’s working. I’ll tell you what though, I know what’s going to work for Lorraine because I can see it, I can see it, we [01:23:00] just talked through it and guess what she’s going to build it and when something is wrong she’s going to get help, she’s going to fix it.

This is all of the ground foundation work that nobody wants to do because nobody wants to get their hands dirty and you don’t hear anybody bragging about how dirty their hands are. Everybody wants to brag about how much money they have in the bank but dirty hands lead to not dirty money but lots of money in the bank. Dirty hands, the people who [01:23:30] get down into the foundation and dig and make sure that it’s nice and sound, we are looking at that foundation right here. This map that Lorraine created, unsolicited, though I subscribe to this way, in fact I can show you. Lorraine we have been in sync. I built this one out for one of our Office Hours people but I was working on another one here just yesterday, just yesterday. [01:24:00] This is something, that’s the wrong one, this one. This is something that I recommend everybody. Like I said if you don’t use, look at this, I was just kind of playing with different shapes and colors.

I don’t like the green but I think I like the other colors in this one, just kind of showing how I could communicate some of this stuff in the least amount of steps or what not. This is it right here. You will pay thousands of dollars for a business coach [01:24:30] and they won’t know how to do this and you just flush thousands of dollars down the drain but I tell you what, if you as a business owner had this, you could take this blueprint to any builder, any savvy marketing automation person and get them to build this for you and you’ll be a better overseer of it because you know what it’s doing.

The truth is this, when we start businesses, we’re [01:25:00] wearing all the hats, most of us. Some people are fortunate and they don’t have to. We need to learn how to wear all of those hats really well but as we grow our business we start giving those hats to other people. When we give the hats to other people being that we’ve worn it so well we can tell them, “Hey you are not wearing that right.” Like, “Hey you are need to adjust that a little bit.” We know what it takes. Just because you may start out doing not everything means you will always do [01:25:30] everything. I see that thought process really catch people up and hold them back from doing a lot of these technical stuff because as you’ve seen with Lorraine, what she’s done, this map, this is a requirement for every business owner. I don’t care who you are. You need to know your processes, you need to have them mapped out clearly and not until then do you give yourself permission to go build or hire someone to build it for you.

[01:26:00] This is required. Lorraine you just, it took you what did you say? Two weeks I believe, it took you a little bit. Lorraine said I share Office Hours forever. It took her a little bit, it took some brainpower but now that she has it, she’s in the position of power in her business. She’s had a lot of thinking time. Now she is in a powerful position because now now it’s just like a builder and a blueprint. You could tell them, “Hey wait a minute, that room is not supposed to be there, [01:26:30] where’s the window?” You can keep your builder honest even if the builder is yourself, all right. Thank you all so much for attending today. These Office Hours are really getting better and better and better. Kelly, Deb please, please come back. I’m here twice a week, every week and you can see the progression. Even from Lorraine’s first question, a few episodes back to [01:27:00] now, it is absolutely amazing. Thank you, thank you Lorraine.

You all have an open invitation at any time, drop in, shoot me an email. Lorraine sent me this via email, her and I have been emailing back and forth so feel free, shoot me what you have in email. If you’re a napkin person, you just scribble some stuff down, take a picture of it, it doesn’t have to look pretty, it just has to communicate what you are trying to do. That’s how you are going to get [01:27:30] the best out of ActiveCampaign. Absolutely and that’s how you are going to get the best out of your business or for your business. All right, I’m going to sign off. Thank you all again. The replay will be available at the link.

Let me put the link in one more time for your ease of use and finally remember when I get my LMS I tell you I’m going to be a spoiled little kid, it’s going to be early Christmas for me. You are very welcome Deb. You are very welcome. The replays will be [01:28:00] at that link and give me an hour or so to get today’s replay up and then when we get the LMS I’ll be able to transcribe them and let you all know where I said what when because right now you just kind of got to scrub and find it. But everything will be in there and I will catch you all on the next Office Hours. You have started the week off powerfully, go ahead and end the week off the same way. Yes Lorraine is right, Friday at 1:00 p.m. so I’ll see you all later [01:28:30] thanks.