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Office Hours – March 3, 2017

Recording of Office Hours hosted by Chris Davis on March 3, 2017.

Transcript

Chris Davis: Quick note, I’ve used a lot of platforms. WebEx, GoToWebinar, GoToMeeting, join.me. I must admit, the quality of video and audio that you get from Zoom, Zoom is what we’re using right now for this. This platform, Zoom, provides ultimate very high quality HD video, and very clear audio. The file sizes are very small. [00:00:30] I had a three hour meeting on Zoom, and the total size ended up being like 340 megabytes. Any other platform it’s gigabytes. I cannot express how satisfied I am with the service. It seems to work really well, and be really easy for you all to use and engage. I’m also looking at Crowdcast. You know what, Lorraine? I have not heard of Crowdcast. [00:01:00] Speaking of which, let me switch over to my screen here. What is going on? Let me switch over to my screen here so we all can see mine. Because I’m going to be walking through the application. There we go.

All right. Very good. Crowdcast. I’ll check out Crowdcast. [00:01:30] Oh cool. All right, yeah, I’ll definitely check this out. Oh, it looks like they’ve got some marketing. These must be marketing folks depending on these tools that they’re integrating with. All right, so with that being said, everybody, the lines are open. Any question that you have regarding ActiveCampaign, your business, tools that you’re integrating with, ActiveCampaign, [00:02:00] maybe you’re trying to do something that’s outside of the scope of what we do, like payment processing. Will be publishing some articles on how to handle payment processing in the next couple weeks. Lorraine, also check out Loom, it’s a Chrome plug-in, and it’s perfect for … Oh, look at this. You all are on it today. Katrina. Welcome. Loom. Loom chrome plug-in. Okay. [00:02:30] I’m going to check this out as well.

This is from Katrina saying that this will allow you to create screen captures really quick. These are critical. If you have people on your team because a quick five minute recording of your screen and you talking over an issue can save hours and thousands of dollars. Like if you have to communicate with the developer or designer, things of that nature. Utilities like this are priceless. [00:03:00] With that being said, again, the line is open. Any question that you have, let me know. For those of you, if you want your questions answered, first email me. What you would do is write when you register, just reply right back to that email that you get that says, “Thank you.” Or you could just email me directly. CDavis@activecampaign.com.

I put my email in the chat as well. [00:03:30] That’s your meaning of access to me. We are going to start with some questions that I received via email. Now, Lorraine, I’m going to show this, because last time you were okay with that, so I’m just assuming we’re good for me to show this email. I just want to talk through it. Okay, great. What I want to do is give you a little backdrop. Lorraine is migrating from MailChimp. If you [00:04:00] are a MailChimp user, or you know a MailChimp user, a lot of the questions that she’s asking may greatly benefit you and/or your friend or colleague that’s doing so. MailChimp is one of our top migration services. A lot of small business owners move to us when they need more automation, which is a good thing. Sometimes it’s not a one to one translation come because MailChimp does a lot as far as sending emails, and they have a lot of additional features.

All of those features don’t necessarily [00:04:30] translate over, but we always commit to giving you more functionality. We’ll see this battle of feature and functionality as I go through this list. Let’s start from the top, we say, “What’s the best way to test in automation? Is there a way to test automation before they go live on our websites?” Absolutely. I would test and automation always. In fact, let’s say I built a new automation. I should start organizing. [00:05:00] If I build a new automation, and the start is a tag or a form, like let’s just say I submit a form and it’s this intake form. Runs once, start, and then I’m going to keep it simple. I’m going to add a tag. First tag. Okay. I’m going to show you this, and then I’m going to wait a day. [00:05:30] Then I’m going to add another tag. Second tag. I’m going to activate this. Testing automations. All right. And save it.

Now, in order for me to test this, I need to fill out this form. The form is called intake, and what I like to do everybody is I like to use a plus address, which lets me know exactly [00:06:00] what resource I opted into. Here’s why this is important, I picked this trick up when I was building out the marketing automation system at [Lee Pages 00:06:13]. When we sent a broadcast email, or when we sent a segmented email, you, as the business owner, we were able to tell if we got our segment right or wrong by which plus address received the email. [00:06:30] Take, for instance, you have three lead magnets on your website. You have one lead magnet for, I’m going to write in the chat here, you got one lead magnet for a free PDF.

Another one for a video series. Then a third one for a demo. When I register for each of those on my own website, I hope you all are registering for your own stuff, I would use [00:07:00] an email like this. For the first one I would use CDavisplusPDF@activecampaign.com. For the second one I’d do something like CDavisplusvideoseries. I could even do that, why not? Activecampaign.com. I would opt in for each one of those. First off, I want to be the first [00:07:30] one to test what’s going on. Second, now let’s say I want to send a custom campaign or a campaign to a segment of everybody who downloaded my free PDF and video series. I should receive two email addresses at my activecampaign.com email, and it should be my plus PDF and plus video series.

Now, let’s say I say, “Hey, I want to send an email to everybody who’s downloaded my video series, [00:08:00] but exclude the people who have my free PDF. When I send that segment, I should only see one email for the plus video series email address. I know something is wrong if the plus PDF receives that email. You see what I’m saying? It works for testing for the first time through, as well as your segmenting send it. Yes, yes, those are valid because they’re my email. The plus is literally [00:08:30] ignored. It’s ignored by all yes piece. We see the plus, they don’t. They just look at everything before the plus. They see CDavis@activecampaign.com, and that’s the email address they send it to. They ignore the plus.

The email client does not see CDavisplusPDF. It sees a plus, ignores it, looks for the at sign, and then appends the ActiveCampaign.com, and that’s where it send it to. Yeah. This is your address that you own of course. Your business address. [00:09:00] Yes, I know. Lorraine, that one was learned in the trenches. No, no reading of a blog post or anything. I just needed to do it. Now we have that automation. Here’s how I would test it. Now, the form is not on my site yet. I have not put the form on my site. I want to click this drop down and select preview. Now I’m going to type in my email, CDavisplusofficehourstest. ActiveCampaign. [00:09:30] com. All right, I’m going to mail it, I’ll hit submit. Okay. Now, I should have gone through that automation. We’ll just see. Just type office hours, that should pull them up. Look it, that’s me, office hours. Let’s see.

All right, so. [00:10:00] Oh, you know what? I have double opt in turned on I bet you. Yeah. Let me confirm my subscription. There we go. All right. So just so you know, if double opt in is turned on and they fill up that form, even though it is … Oh, I made it wrong one. Let me find the right email. There we go. [00:10:30] Even though the start of that automation said when they fill out the form, since I had confirmed opt in turned on, this did not start. This did not trigger until I clicked the link and activated my account. Since I’ve done that, let’s do a refresh. I should have tag number one. There it is. I have first tag, and these are all the automations that I’m in, and the percentage I’ve done. Let’s go to testing automations. [00:11:00] That’s the one that I’m in. We’re just talking about testing our automations.

I can click view, and that’s going to give me my individual journey through this automation. If I hover over the checkmark, it’ll tell me when this step was completed. Mark, I’m coming right to you as soon as I finish this last thing. Coming right to you, Mark. So you see, I have this waste data. I put it in there intentionally just so I can show you this. Skip this wait action. [00:11:30] If I’m testing my automation, I don’t want to have to wait a day, three days, four days a week. I want to be able to just click skip this action, and what it’s going to do is it’s now going to tell me that it was skipped, and they progress on. Now on this contact I’ve tested this entire automation. Should be able to go back to me and see both tags. There they are, first and second tag, and then the testing automation is now 100 [00:12:00] percent complete. That’s exactly how I would test it.

I would keep that email in my database so I know at any point I send an email, like if I want to send an email to register for webinar, and people who receive it, I get like five of those emails. At first, you’re going to be terrified, like, “Oh my god, I sent this email, it’s sending to duplicates.” No, it’s sending to each iteration of your plus, and you can look at each plus and say, “Okay, I [00:12:30] invited people from office hours, I invited people that downloaded my PDF, I invited people who did my video series.”

Yes, can you max your screen please? Okay, Mark, I’m sorry. I should have made that bigger. I’ll do this as well. There we go. All right, in fact, let me come to you, Mark. You had your hand raised. I [00:13:00] don’t see it online anymore. I’m going to promote you to a panelist anyway. You should be getting access shortly.

All right, Mark, let me unmute you. Okay, Mark, are you there? [00:13:30] Hello. Mark, can you hear me? If you’re talking, I can’t hear you, Mark. Which is okay. We may have to try again. Oh, there we go, Mark, I heard something. Almost. It was like you came in for a second, [00:14:00] then came out. I’ve got your video paused, because maybe that was the issue. I did, I heard you for a second, Mark. At least I heard your background. All right, I can hear something. Mark, are you there? Nope. Nothing’s coming [00:14:30] through. Type in the chat, Mark. Are you speaking? Yes or no? I hear something. Mark, are you there? I can hear your background. All right, we’ll come back to you, Mark. We’ll come back to you. All right, [00:15:00] cool, cool. Here we are. All right, cool.

Let me know if you all have any other questions, and I will activate your audio. Or we can keep working through the chat. That’s how you would test the automation. Next, is there a way to specify which image and description is used on social shares? [00:15:30] Now, by social shares, I’m assuming you’re talking about when MailChimp auto posts your campaign to social media, or like if we used the social share within an email. This is what I believe you’re talking about. I go to manage templates, and let’s just use [inaudible 00:15:58]. If I [00:16:00] were to add these social links here we’ll say. Right here, or if I just do customize to these and say share to network. Sorry about that. I share to network in his save, so these links, what [00:16:30] Lorraine is asking is can I control the image that is shared when someone clicks this link?

The safest answer is we don’t have an explicit way to control that, so what’s going to happen is they’re going to look for our email. Sharing technology’s going to look for the first image in that email and share it. Whatever image [00:17:00] you place first is going to be the image that is shared. The subject line is what will be displayed as the title, and then your first few sentences of that email will be in the short description when you share this. I have not shared it to twitter, so I wouldn’t know. Ideally, that’s what happens when you share. You do the social share. Okay, okay, yeah.

[00:17:30] I would add it to ideas if you want to be able to have a different social share image than the image in the email, definitely add that to ideas so we can put that in the queue as well. That will happen. That’s how the share will work, all right? Then yeah, so Outlook. Outlook can be tricky. What’s happening is, okay, [00:18:00] you can make better looking posts. Yes, yes. Yes, absolutely. Absolutely. If you can control more, you can create better looking posts. Honestly, I don’t frequently share newsletters or emails that I send out. It’s just not been something that I’ve done or seen done really effectively. It’s convenient that MailChimp doesn’t, and depending on your market, [00:18:30] that could be a big thing.

I, me personally, all my years I haven’t come across a lot of them. The few that I have come across, it was very difficult, I’ll say, to trace the effectiveness of it. Whether it was driving sales, or more sign-ups, or whatnot. It still is something that, if it’s valuable and in your business, yeah. I get a lot of people who, yeah, share my newsletters a lot on Facebook, yes. That is [00:19:00] very much something that you need to be able to have a little bit more flexibility with. I would definitely put that in ideas. Activecampaign.com. I’ll mention it to the product guys as well. All right, so the third question is, how do we edit, how do we build emails that look beautiful across all clients? I will say this, so let me show the images that you have. This is what, [00:19:30] when she takes this MailChimp email and copies it into ActiveCampaign, this is what it looks like in our builder.

Then, oops, I didn’t want to add that to my drive. Then, this is what it looks like in her Outlook when MailChimp sends it. This is what it looks like in ours when we send it to Outlook. You see this is broken, and its wider, and XYZ. [00:20:00] Then, what is this one? Gmail gets it right. All right, so a couple things to note when making these emails. First off, and just let me know, Lorraine, if you’ve done this already. Did you set the whiff here for the one, or did you have it on full window? Whiff lock? For the one that you did. Okay, you said it as 650. It was set to 650. Oh, oh, oh. [00:20:30] 650, this is what she had it set to. The next thing I would say, I’m not by any means saying that this would solve the issue, I’m going to send these images to our email client folk, and just let them know like hey, this is happening just in case.

What I do is, you know how you mentioned you copy it into WordPress? So everybody, what Lorraine’s doing, is she’s building it in word press, [00:21:00] and then once it’s in word press, she copies it and pastes it into ActiveCampaign, or MailChimp. Now, ActiveCampaign, we’re a bit more strict with copying and pasting. I will say this, with any email client, you’re playing with fire if you copy and paste formatted text into there. A lot of times what I will do is let’s say there is a blog post, [00:21:30] and I think this is still worth mentioning that it needs to be updated. Let’s just say I want to use all of this text. In my email builder, let me just do a new textblock just like I’m starting from scratch. I’m going to highlight it, and what I’d like to do in Chrome is to edit and paste and match style. I always paste and match style if I can, and then that normally takes care [00:22:00] of the formatting.

I’ll do a little bit of formatting here, but this is what you really should practice doing. Highlight all of your text, go here, and do clear text formatting just to make sure there is no hidden characters that may be breaking our email, and making it go out of bounds like you showed. Then the next thing I like to do is give this textblock, I like to give all text blocks at least some padding. Eight [00:22:30] seems to be a number that works really well for me. Because some outlooks, Outlook clients, the email will go right up to the edge. I always like to add some padding.

Then lasting. I’ve copied it, I removed the formatting, I’ve added some padding, and then I highlight it, and I’ll give it a line height no less than 120. That’s what 120 looks like. I tend to err [00:23:00] on the side of 140. See that? It’s nice and spaced out. Again, let’s just look at the difference in this non-formatted text, and the text that comes … Well, this is the text that I pasted in just hidden command C. This is the text, when I pasted in, and say copy and match style. [00:23:30] We’ll actually, since I’ve already formatted it, it’s now taking this. This is the difference. As you see, there’s no links up here. It’s a different text size and everything, and that’s because there’s some formatting that you don’t see, but that is there.

All right, okay. [Ah-la-car 00:23:54], Ahlacar. I hope I said that right. Let me know if I said it wrong. I’m about [00:24:00] to answer your question, I see it. Lorraine, try that. Try that and send it to, yes, okay. Okay. Ahlacar. Ahlacar. Okay, Ahlacar. We’ll get it. Try that and let me know. Send it to outlook, and send me another screenshot. Ahlacar. Okay. Ahlacar, got you. Thanks for being a good sport about that. Yeah, Lorraine, send this, do this, [00:24:30] and then send it to Outlook again and send me a screenshot of what it looks like. Because that’s going to be important for me to send to the depths. All right, great.

Then we have a question here, Ahlacar, if you have an automation chain already built and live, but you want to add another step, if I’m not [inaudible 00:24:53] every day will be a tough day. I can only imagine, I can only imagine. [00:25:00] You want to add another step in the automation with the intent to email everyone that is newly added to the list, and emails to everyone who is already in the list, will the automation feature do this, or is it an issue? Okay. You just refresh. I have an automation already built and live, and I want to add another step to this automation.

When I add that step, I want everyone who’s [00:25:30] newly added to the list, and emails to everyone who is already in the list, we change terminology from list to automation chain, so here’s what I’m getting. You have an automation, you have some emails in there, you add a step, and you want everybody who was in that automation to receive that email. Receive the step that you added, is that correct? Okay. [00:26:00] Let me show you what will happen. Let’s say after the first tag I sent an email. Okay. I sent an email, and then they wait for one day, and then they get a tag. What’s going to happen is everybody who’s waiting here, if I go down and add an email [00:26:30] here, as long as they’re waiting here, they’ll get that step.

However, if they’ve completed this entire automation, and then I come in and I add another email here, if I add an email after they’ve completed this automation, they will not receive it. They won’t receive it. The better way would be to [00:27:00] add it in here for everybody who’s waiting. Everybody who’s in the automation will receive it. In fact, let me just do something real quick. I can’t remember if we have a condition that says, “In automation, or completed automation.” Let me see, advanced search, actions. That’s not what I want. Contact [00:27:30] details. That’s not what I want. No, that’s not this. I swear it was in actions. Oh, I just didn’t scroll down. All right, has ended automation. There it is. Currently in the automation, and has ended automation. Okay, so every time I would have to add, “Wait.”

At the end. You know what? [00:28:00] If you want. I’ve seen people do that. In fact, I’ve done that before where you do, like after this email you go in here, and then you say, “Wait for right.” Then they’re here. Then they’re here, and they’re waiting, and then at any point, when you want to add another email, you just add the email, and then delete this step, and then they progress through. I’ve seen [00:28:30] people do that, and I used to do that a lot. I don’t know. I figured now that I have a little more power, I used to do a lot because I came from Infusionsoft. What I would do now is I wouldn’t use this. I would let those who are going to receive it, receive it. Then I would go here in that same email, I would just go to the people who say has [00:29:00] ended the automation. Testing automation. That’s what I call. There’s so many. Just do testing. Testing automation.

Now these are the people that completed the automation. It’s like a two-step deal, but it’s a lot cleaner, and you don’t run the risk of, I always get nervous when I delete that wait state for all of those people to float to the next. [00:29:30] I’ve always just been nervous like that. Even when I was using Infusionsoft doing it. Infusionsoft didn’t have another way, but in ActiveCampaign, you can select all of the people that have ended that automation, and then send that email to them as well. Again, when you build your emails, you’re going to create it as a template, so you don’t have to write it over again. Yeah. I would do your search. Let’s just say this was all of the people that ended the automation, I [00:30:00] just go edit all, and then no, actually I would have saved … I’m sorry.

Actions has ended. The good thing is, you do this once, and you can continue to send to this segment until that automation is built. You’re essentially building in automation on the fly. When you do that, you can save [00:30:30] this. Okay, I have ended it. All right, cool. Then I will save it as a segment has ended automation. Testing automation’s. Okay. Now, whenever somebody finishes that automation, they’ll be added to that segment. You view that segment by going to lists, and then go to segments. [00:31:00] You’ll see has ended. This list, if I go to view contacts, it’s going to continue to grow as people end. These are the people that will not receive the email that you put on the end of the automation.

When you’re adding emails to your automation, you’ve created it as a template, the next thing you want to do is go into here, campaign, you’re going to go [00:31:30] and say they’re in my testing, and has ended. Next. In that same email you’re going to pick it from your template library. You used it from your template library to put it in the automation. Now you’re going to use that same one, use this design, give it a subject line, or whatnot. Go through, and then send the email to them as well. That way it’s the cleanest, and there is no question of, what happened to [00:32:00] those contacts when you deleted that wait for 999 days? You can ensure that everyone received that email. Now, what are the drawbacks to this? The drawbacks to doing it this way is that your reporting is going to be split. Your reporting is going to be split across two emails. You’re going to have one for the people who were in the automation. That’s going to be at the automation level.

[00:32:30] You can go to here, testing automation, you go view emails, and you’ll be able to see, from an automation level. Then the other one that you send as a campaign will be here at the single campaign level. Is that a drawback? I don’t think so, because the one that’s at the campaign level, that one is for everyone who finished the automation. You could [00:33:00] compare the effectiveness of that email from the people who finished the automation, which could have had days between when they received the next one, or it could have been more immediate. Those were naturally going through your automation. You can test the performance of both. I like to do it that way. It’s an extra step? Yes. Definitely. It is an extra step.

I just don’t like using the weight at the end, just because any [00:33:30] system, any software has its errors, and it’s going to mess up at some point, so I try to make sure that I do things in a way that minimized the possibility of the system error. I found having that wait for infinity essentially does introduce some variables that can throw the results off. I just choose to do it twofold that way. Does that make sense? [00:34:00] Okay, great. Yes. Yes. Yes. Thank you. You’re very welcome, Ahlacar. You’re very welcome. Katrina, I would say this. This right here, nothing is equivalent to having this. They’re the exact same. What’s [00:34:30] the benefit though? The benefit is this is more visually descriptive that this automation is going to end. Whereas, if I don’t have this, the automation is going to end, but I have no implication that it will.

For the most part, I, personally, like to use as many visual aids as possible, so I always put this there. Just because when you think about it, you start building all of this stuff out, and [00:35:00] you go back and review in automation you built three, four months ago, you need all the help you can get to easily understand what you were doing. Yes, I like to use, in this automation, I like to name my emails accordingly.

I like to do everything so that my memory can be jogged. Yes. Yes Katrina, Yep. It just helps. There was a time when marketing automation was new, [00:35:30] and I remember, this was years ago, when Infusionsoft had come to the market as the first visual builder. Visual automation builder. I was certified in Infusionsoft, and amongst the community of certified partners, everybody would share these robust automation. Lines going everywhere, it looked like a spider web. People were like, “Oh my gosh, you are so, so ninja. You are so amazing.”

Those [00:36:00] were the worst automations ever. Ever. If you went back to that, because I did it. I followed the herd. I would be at Lee Pages, and we’ll need to run a promotion, and then two months have passed, and I need to go back and remember what I did with that promotion. I’d be studying the automation for like an hour just trying to figure out what I did. Now, needless to say, I don’t go for the complexity look. Those of you who have been following all of these office hours, you’ve seen my most [00:36:30] simple automation, my favorite automation is just two steps. It’s extremely powerful.

I’m more on the simplified, and keep me … Like if someone, not just you, but if someone on your team can jump in your app and easily understand what the automation is doing, you’re winning. If this end automation is going to prevent somebody from emailing me, saying, “Hey, what happens after the last email?” That’s like five, 10 minutes of my [00:37:00] life I saved from responding. “Oh, it’s still ended, don’t worry about it.” Or me trying to figure out again, like I can’t remember, did this automation end or not? I just like to use those visual aids, and I recommend you all do the same as well.

All right. Here we go, Lorraine. Speaking of name, and last Friday we were talking about naming tags, content block, yes. [inaudible 00:37:26] and in your framework so everything can be consistent, [00:37:30] can be easily expanded into including automation [inaudible 00:37:34]. Okay, let me look at hers really quick. Oh, yeah, yeah, yeah. I remember, Anne. Yeah, this was a good one. Her blog was down for a while. I think it got hacked. It was unfortunate because we sent quite a few people her way. Okay, it looks like she’s back up. Good, good, good. [00:38:00] If we look at her worksheet here, so this is her framework. Tag type. Here’s the abbreviation she uses, and then she’ll use the description. LM tag. LM tag, so this is her lead magnet, and this is the title of that lead magnet.

In her application, she could easily see, okay, this is a register for. Oh, there is a webinar, this was the name of it. [00:38:30] I agree 1000 percent with Anne. You always have to have a naming convention. It’s the difference between me doing this. Actually, I committed this in right here. It’s the difference of me doing first tag, and this. Test. First tag. A simple step, and we can do this with everything that we made. [00:39:00] This is good standard. Now I know that this is the test. Okay, even though this says testing automations, I could have done something like office hours. I could have done that. That just makes it even easier.

Now everything with that first all caps tag, or label, it just lets me easily know, okay, this was a test, this was a test. I can even do it on my emails. [00:39:30] If I want to edit it. Anyways, I don’t want to go all the way there. You guys get it. Yes, naming is everything. Not just with ActiveCampaign. It helps tremendously here, but naming is a lifesaver, because it’s a timesaver. We can say it’s a money saver. Naming is important, and it doesn’t take that much. Look at how much effort it took me to just do test colon. Now, I know that this is a test tag instead of it just being second. Let’s do a visual [00:40:00] comparison just real quick. I’m coming back through my automation. Oh, this is a test. What was the second tag again? This happens. This happens, and all it takes is that to derail you from what was going to take five, 10 minutes.

Now you’re off in your account in the tag manager looking for this tag, and then maybe you see something else, you’re like, “Oh, wait a minute, are all these contacts in?” Before you know it, you’re hourly. You still haven’t answered the simple question, is this a test tag? This [00:40:30] stuff happens. It’s not because you’re flawed, it’s just because we’re human, and our minds just … Gees. You all can see it in the chat, I’m finding a consistent naming framework. Makes it very easy for me to coach my clients through that … Oh, that’s another benefit. I wasn’t even thinking about clients. Yes. Your clients will love you for it. It’s a way of organizing without them really … It’s almost like training them to organize without them learning how [00:41:00] to organize. Because a lot of the client, they just take it as, oh, I always have to name it this way.

They think it’s like a requirement, an ActiveCampaign or something. It becomes their default, and that’s great. That’s great. If by default they’re organized and don’t even realize it, you’re just going to look better. You’re going to be the hero as you should be, Katrina. All right, Fridays, I love it. I love it. We’re at 1:49, but we’re going to keep going until we answer all these questions. And [00:41:30] until everybody has gotten everything that they needed from this call. I am committed to you all. Next one, I can’t remember our conversation about copyrights. Yet, is there a way to specify a personalization tag in the footer template so the year will automatically change. There is not. Not to do the year. That would be nice.

Again, and in fact, I think that’s a simple one, Lorraine. I think we could put that in ideas. [00:42:00] Because I think that may be a quick one. For everybody, just in case you didn’t know, this is what Lorraine is talking about. Let’s just say I want to use this one. Okay. If I wanted to have some footer text right down here, just below me maybe. [00:42:30] This one’s kind of funky. There we go. I should be able to do alt G. There we go. Copyright, and then it would be nice to have something like this. Current year. Then, whatever the year is, it would have copyright 2017. Copyright 2018. Copyright. You would never have to update that. We had a personalization tag that said current [00:43:00] year. This is what I’m saying, this is a genius, just small little tidbit that would go a long way. I know it would help Lorraine.

I would use this, personally, I would use it. Definitely Lorraine, put that in ideas, because as of now, we don’t have a means of doing this. Our personalization tags and messages will send today’s date and the date, plus and minus, but we don’t have that year. That’s a good one. [00:43:30] Since I’ve made it, I almost wish that this would just resolve magically. I send this email, I’ll just see the year. Like, oh, it was hidden the whole time, and we’ve still got to cross it. Yep, that’s a good one. All right. Could that not be done under any message variables in your account? You will still have to update it when the year changes, but she wouldn’t have to change it with every campaign. Yes, okay.

Now, Katrina has a [00:44:00] very valid workaround, which is under campaigns. If you go to the sub [inaudible 00:44:08] edit message variables, and I don’t know if you all knew, but you can create variables that you can use throughout that application. This one is one that we created, so this percent footer copy is going to resolve and show footer copyrights and all. No, no, no. That’s the name, that’s what I named it. It’s going to show this, copyright, [00:44:30] business name, all rights reserved. What Katrina is saying is I could do this. I really could. Current year for copyright footer, and I could go here and say current year. All right. Here I could say 2017. Hit add.

Now [00:45:00] current year, this personalization tag is going to resolve whatever that year is … Now, one time a year I just have to go in, January 1, go in here, and update this to 2018, 19, whatever. Then all emails that have not been sent, when they are sent, they’ll have the new year in it instead of having to go through every email and update it manually. That’s a good one, Katrina. [00:45:30] I’m duplicating emails, so it was part of my standard template. Yes. Okay, okay, good, good, good. The message barrier would be a more elegant way of doing it. Yes, still love. I’ll have to remember to change it. I agree wholeheartedly, Lorraine. Wholeheartedly, and thank you, Katrina, for the workaround. I would definitely add that to [inaudible 00:45:49]. I will be looking for that one.

Hey, so a secret, and anybody who’s on office hours, if you add an idea, just make sure you let me know, and I [00:46:00] could internally upload it to … Because we go by votes in the system as well. I could give us a little more visibility. Yep. Yep, yep, Yep. That is a valid workaround. Create. All right, where did you sign up blurb that needs to go in emails? Is it better to specify directly in the email footer? I would use the sender on the score list, on the score reminder personalization tag, and here’s why. [00:46:30] Here’s why, Lorraine. Because if you just use that personalization tag, it’s going to resolve specific to the list that you’re sending it to. Every list has a different reason.

Every list somebody subscribes to has a different reason why they subscribed. If they’re on multiple lists when you send it, it’s always going to send them the data of the first list [00:47:00] that they subscribed to. Not the latest. Not the last list. For instance, and this is just good to know for the ActiveCampaign how we work. If you have multiple lists, it’s one of the reasons why I try to keep my lists at a minimum, because it can get confusing with lists, and tags, and custom fields.

Again, I got a podcast entire series on this, but if I send it to somebody who’s on two lists, and they hit unsubscribe, which list [00:47:30] are they unsubscribed from? This is a mystery where a lot of people are like, “What list did they unsubscribe from?” When they unsubscribe, they’re going to unsubscribe from the first list that they opted into. Not the last one. If it’s two lists and they hit unsubscribe, they’re going to unsubscribe from list one and still be active for list two. Now, [00:48:00] this has implications that that person does not know that they’re on two lists. When they hit unsubscribe, they really meant unsubscribe me from everything.

Now when you send them another email, they’re like, “Oh my gosh, you’re spamming.” We all lose in that sense. We all lose on that one. That’s why I try to keep my lists specific to groups that would not overlap. I try not to have [00:48:30] the same person in multiple lists for that very reason, and then use tags and custom fields for managing the deeper segmentation. All right. What if you want to unsubscribe from the second list, as in you want a newsletter but not get … Exactly. Lorraine, this exactly what you’re saying is one of the reasons why internally we’re working on a preference. Preference is, or like a manage subscription page. Which you’ll be able to manage what [00:49:00] you want to unsubscribe from. Instead of, like you said, if you have a newsletter and course list, which every one they subscribed to first and they opt out too, that’s the one they’re going to be taken out of. It’s out of your control.

What a lot of people will do, a lot of people will have one list, and then use tags to determine [00:49:30] their message preferences, and then they’ll create links in their emails. They’ll create links in their campaigns like this. Don’t want to receive newsletters anymore? Click here to unsubscribe. When I go to click here, I have some [00:50:00] link. Remember everybody, I recommended that you all create a general confirmation page. Activecampaign.com/confirmed, or something like that. A page that anybody can go to, and the text there says, “Thank you. Your information has been received.” That’s essentially it. When they click this link, they’ll go to that page, that [00:50:30] general page that says, “Thank you, your information has been received.” That’s it, it’s very broad, very general.

You’re not speaking specific to, thank you, we have updated your subscription preferences. Because you could be using this page in another means. That’s the reason of having a general fallback page like this, so now they’re going to go here, and here’s what I’m going to do. I’m going to remove newsletter tag. No reason why you couldn’t add [00:51:00] that here, or why not take it from there and put it right down here? Okay. Boom. You just knock it down some. Okay, anyways. I could put it down here too. Then, maybe I want to be [00:51:30] more specific, or don’t want any emails ever. All right. I could have it to where they can click here to unsubscribe from the newsletters, or click here to unsubscribe from everything. I could do that. Since, Lorraine, since you’re using templates that you’re cloning off of, this would work really well for you, because you could just have to update [00:52:00] the template.

Then all of your other information would be merged in. I think it looked better honestly up here. It just depends on how your newsletter’s laid out. That way you can manually manage it for now until we have a subscription management page. Because that’s the ultimate solution is having a subscription management page. When they click, they see all [00:52:30] of the links that they’re part of, and they can choose what not. That comes with its challenges too. When I used HubSpot, we had a preferences page like that. The problem is, often times we know what we’re sending people, but they don’t. Sometimes it’s just more confusing, and people ended up bailing on everything. Just like take me out of everything, I don’t know what’s what.

It comes with its challenges, but for right now, I’ve been using this type of functionality, and it’s been [00:53:00] working great. This way I don’t have to move you from a list, or worry about you being on multiple lists, and everything like that. I could just have a segment that looks for the newsletter tag, and every time I see my emails, I’m sending it to that segment, and the second they click this, that newsletter tag is removed, and they’re no longer in that segment, so they won’t receive those types of emails. Remember, it removes it. Yeah. All right, so there is a remove it tag, unsubscribe from the first [00:53:30] sign up, and unsubscribe all. Yes. Yes. Those are the options. Yeah. Unsubscribe from the first list is essentially our unsubscribe link here.

Unsubscribe is going to unsubscribe you from a single list. If you’re on a single list, that’s the list you will be unsubscribed four. If you’re on multiple lists, the first list that your lead opted into will unsubscribe. There is [00:54:00] also this. Where is it? Unsubscribe all. Unsubscribe all. Click here to unsubscribe from all lists. This one is going to take them off of everything. There’s your layers. Tag is, okay, stop receiving this. If you have the link and remove the tag. In the next layer is unsubscribe. That removes them from the first list, or the only list that they’re on. Unsubscribe from all lists removes them from being able to receive any emails from your account across [00:54:30] the board until they opt in again. That’s that. All right.

Under lists, advance public pages forward to a friend. Let me show you that. Public pages are when, these are pages that people can reach, or your contacts can reach. Very rarely will they find the URL for this, but you can share the URL if you want to. [00:55:00] Those public pages exist here. They’re on a per list basis. In my testing list, if I go here and go to edit. Nope, sorry, advance. Where is advance? The advanced settings. You’ll see the tab to the upper right is public pages. Now, I can edit these pages. Look at this. I can edit my unsubscribes, I can edit the look and feel, [00:55:30] the updates page, the forward to a friends, and the campaign archive. Campaign archive is a list of all campaigns that you sent all of your broadcast emails that you sent, as long as you’ve chosen them not to be private.

They’re public, you’ll have this archive page here where you can give people access to if you wanted to. Or just for your records, I don’t know. I very rarely use that one. The question at hand is, forward to a friend, can [00:56:00] the message be edited, or only the field header? All right. I can’t remember, but I’m sure I’ll be able to tell you once we go into it. This, this, this. And this. This message being sent. Oh yeah, I feel what you mean. Just the field header. [00:56:30] I can edit that text. I can edit that text. I can edit that, but the message preview I can’t. Yeah, I would of course do this, and I would be prone to probably adding my image. What’s going on? Oh, I’m sorry. I didn’t scroll down. [00:57:00] All right.

I would add my logo up here, just to make the page a little more branded. Message preview, because I want to personalize … Yeah. You want to personalize this. Lorraine, you are on fire. This is another great one. Look, [inaudible 00:57:23] thought the mailing entitled this would be of interest to you. To view the mailing, [00:57:30] please visit. Yeah, that’s very robotic. The [inaudible 00:57:35]. You should be able to merge in your name. This message is being sent to you by email address. Yeah. Yeah, this is very robotic, and it will be nice to be able to update this. I agree. I agree, Lorraine, and it looks like you can only update the field header for now. [00:58:00] Another great idea. Lorraine for the win today. Gees.

Then public pages subscription, can I add a custom field? Yeah, yeah, yeah. Okay. Let’s see. I can’t remember. You can add fields on one of these subscription updates, right? Is that the one you’re asking about? The subscription updates, yeah. It looks like I’ve already been playing around with this, and you should be able to add [00:58:30] a custom field here. If I remove the full name, I will be able to … Oh, look at that. No. Yeah, yeah, yeah. There it is, yeah. I’ll be able to use first and last name. If I remove the full name, because you said what I like to do is update the form and have first name and last name on it instead of full name, because my sign-up form only has first name on it. Yep. [00:59:00] Yeah, yeah, definitely. You will be able to see, on this form, you will be able to see all of your custom fields, or add one.

Of course, like I said, I always like to brand it. I put your logo right at the top, so it looks like your page. Yes, definitely. Specify the width. That is just too skinny. [00:59:30] Gees. There we go. Maybe something about 450. There we go. That looks like a decent whiff form, right? That’s all right. That’s not bad at all. That is not bad at all. Yes, great, great. Glad that could help. All right. Lastly, have you seen some creative sign-up or unsubscribe processes? How can the subscribe be jazzed up to engage the person and beyond click [inaudible 01:00:01] [01:00:00] this? You know what? I would say the most straightforward means is having a form, like a naked form on your website like we do here.

This is the most basic way. Where is it at? At the bottom. I got to go to the blog. Yeah, right here. This is the most basic way. Essentially enter two fields, and then click, “Try for free.” You’re good. However, if [01:00:30] you’re looking for more creative ways, like a pop up box, and exit content box. That means when someone hovers up here to leave your website, they get a pop-up that shows. Those types are little more advanced. There’s tools for that. There’s tools for that. One is called, I don’t know if you have heard of derive themes. They’re a WordPress platform, and they give you all of that stuff. [01:01:00] All of that. Like every means, like pop ups, slide ups from the bottom.

In fact, I think our blog, if I scroll down, if I go to a … Oh hey, that’s me. If I come down, we used to have it to where the little thing popped up from the bottom. In fact, I guess I shouldn’t just jump over to Thrive themes, because we do have, [01:01:30] let me show you, we do have these two. We have the pop up, the floating box, and the floating bar. I think default, inside of ActiveCampaign, these are some great alternatives, or great options I should say to being a little more creative. All right, in Canada we have to add blurbage to every sign-up form to comply. Yes. Make slim and trim a thing of the past. Okay, yeah, I get it. I get it. I think [01:02:00] you can still use a pop up in this floating box and just put the text below the button. Floating bar may be tight, may be hard for you. These two, these two you definitely be able to.

In fact, let me show you what I mean. Watch this. This is what I mean. [01:02:30] Now, this is what I would have. What I would do. Turn this off. Whoa, whoa, whoa. Okay, yeah. Options. For this one, I would have to add it here and say … [01:03:00] I wonder if this takes markup. It does. All right. I would do something like span, style equals … I’m just doing a little HTML, don’t mind me. I will say font size is 12 pixels. Then text. Okay, I see it. When you do, [01:03:30] you will receive. I don’t know what kind of verbiage you need in Canada. When you submit your email, you are providing permission to receive ongoing communication maybe. This is normally actually reserved for … [01:04:00] Okay. Your privacy is protected. Normally, this kind of verbiage will go and that welcome email, but if there are laws that say otherwise in Canada, I believe those. I could do something like that.

Maybe I want to knock this down a little smaller. Do line height [01:04:30] 100 percent. That’s still big. I’ll have to do import. Anyways, you get it. Nope, it’s not going to let me do the line height. The line height is respective of the whole form. You could do something like this. Maybe I wrote too much. Maybe it’s just simply something similar to that, your privacy is protected. [01:05:00] Has to be near the sign-up box, okay. We have a lot to [inaudible 01:05:05]. Yeah. I would do that. Lorraine, could you have a link? Could you have a link to your privacy policy? Would they accept that? Okay, that’s what I would do. Let me get rid of this span. Instead, I would say, I think it’s like [01:05:30] URL or something like that? I can’t remember. Or is it HREF? HREF. There we go. Do something like this.

Your privacy is protected, or maybe, I don’t say that now that it’s a hyperlink. Maybe I’ll do this. Privacy policy. Something like that. In Canada, you can [01:06:00] also do links as long as they are are clearly marked. Okay. You can link to parts of your website, but there are specific things that must be included. All right. Whatever needs to be included, I would add it there. I think any platform that has opt in forms that pop up, or slide up, or anything, it’s going to be fairly challenging to put a whole lot in there. Hopefully something like a link here, and like a quick sentence would do. Yeah, that’s how [01:06:30] I would do it. Using ActiveCampaign. All right. Okay, yeah, that’s the last one.

Yeah, that’s how I would do it. We’re 2:15, but I’m good if you all are good. I’m good. Mark. Yep, everybody’s is still here. Ryan. Have to check out. Yep, Lorraine, go ahead. [01:07:00] Close out some of these windows. All right, can you show me really quick how to add the weight into automation? I’m doing it in my account [inaudible 01:07:20]. Oh, oh, yeah, yeah. Okay, Ahlacar. Let me show you the [01:07:30] wait. If you’re in an automation and you go back to my testing … Do the wait into an automation. Here conditions and workflow, you have your weight condition right there. You could do it for a [01:08:00] specific amount of time, or you can do until a particular set of conditions are met. You can have somebody wait here until they have the tag customer.

Then once they have that tag, customer, they’ll just wait there. In fact, I really don’t want to confuse you, Ahlacar, but I have to equip you with this. [01:08:30] Don’t mind that, I just kicked the trash. What I would recommend is that if, you know how I told you to have your segment, your separate segment belt, and then have one here? You could easily have a wait until, and then this tag, instead of saying customer, next email. You can create a tag that says, “Email.” Now [01:09:00] everybody who’s gone through this automation is going to wait here until they get the next email tag. When they get the next email tag, they’re going to go ahead and get the third email. That way you don’t have to … Third email.

That way you don’t have to delete a wait state, but you would essentially go in, because you’ll see all of these people who are waiting, and you can click [01:09:30] on the number right here, and that number will bring up all of your contacts, and then you can add this next email, and then they’ll get the next email. Then I would just go back and change this from wait until next email, to wait for one day, or how many other days for the live group of people. That’s a second way to do it is have a wait until tag, and just tag your people, tag group of people that you want to progress through. Instead of having the wait to infinity [01:10:00] deal.

All right. In the campaign builder, can you move content blocks around to rearrange that [inaudible 01:10:08]? Campaign builder. Oh, yeah, you can move them around. Here, what you’re going to look for is the green. Let’s use this one. Let’s say [01:10:30] I wanted to move this section down. I could just grab this. See that? See where that green arrow is? In there. Now it’s below it. Perhaps I want to be ambitious and move my discount to the very top. No, I wouldn’t do that ever. Why would I? No, I would never do that. Yeah, you see. You can [01:11:00] drag it. Just use those green guys, like oh, this is wrong. This needs to be on the side maybe. We’ll see what happens. Oh, well. Yes, so I’ll just rearrange this. Just drag the stuff over. There we go.

Now it’s rearranged. Maybe I want to put in the center. There we go. I swapped them. Oh really? If you can’t get [01:11:30] that to work, what browser are you using, Lorraine? Firefox? I don’t use Firefox. It could be your browser. Although, this should work. I would, a, try resetting the browser, like closing it out. If you’re on Mac, quit the browser, then bring it back up, but if it still doesn’t work, I would submit a support ticket, and in the meantime while they’re looking into it, I would try the same thing in chrome or another browser to see if it works. [01:12:00] Okay. Yeah, try it in chrome and let’s see. Let’s see what happens with that one, all right? Yeah, you could definitely move things around. Yep.

Just make sure you’re grabbing these arrows. Because you’re not going to be able to grab … Yeah, yeah, this looks like you can grab, but you’re not going to be able to grab the image itself, or the section itself. It’s got to be this [01:12:30] arrow thing. The little directional arrow pad. Try that. All right? [inaudible 01:12:41] get the links for next Friday, don’t have them handy. All right, great, yeah. If so, we have our next call on Thursday too. Thursday at 10. Listen, we had some new faces today, and I am so thankful for all of you. Even if you did not type a word in chat, I’m thankful because [01:13:00] you are listening. You may have been multicasting, but you were listening, and something probably peaked your interest, and you poked in and said, “Oh, okay, that’s a good nugget.”

That means everything to me, and I wanted to make sure that I honor your time on a Friday, and give you something substantive to start your weekend. If you’re that weekend warrior that really uses Friday, Saturday, and Sunday to get stuff done as I am, things like this can really help you build that momentum going into it. We’re here every Tuesday and Friday. Tuesday [01:13:30] at 10 AM central, Friday at 1 PM central. We didn’t do a whole lot of automation building, but I just want you all to know that have attended this for the first time, I do build the automations on this call. If there is a particular automation or particular thing you want to know how to do, we will build the automation, and when I’m done, I’ll share it with you. I’ll share it right in the chat, and you can import it right into your ActiveCampaign account.

There is no reason [01:14:00] to really be stuck on anything more than two or three days, because that’s the maximum amount of time between these office hours calls. I really want you all to continue to move forward in your business. If there’s something that you’re stuck with, ActiveCampaign, let us handle that. Let us get you out of that rut and not have you waste your time spinning your wheels. All right, great, look, we’ve got some engagement. Yeah, Lorraine. Katrina, you two are going to work it out. [01:14:30] Thank you. That’s community right there. That is community. Perfect.

With that being said, we’re 22 after the hour, and I enjoyed every minute of the 22. I would extend it. If there’s something I didn’t cover, or if there is a question that comes to your mind later, thank you Lorraine, thank you, feel free to shoot me an email. CDavis@activecampaign.com. I’ll respond that [01:15:00] way. Like I said, this is just another means of you getting what you need to really unlock the platform. Listen, I guess I’m biased, I’m excited to talk to more people on the podcast. You’ll get me ideas [inaudible 01:15:20]. Yes, yes. Yes. Lorraine, I’ll be looking for all of your ideas submissions. In fact, I’ll respond to your email with the ones I recommend that you add to the ideas. [01:15:30] Yes, thank you. You’re welcome, you’re welcome, Katrina.

Yes, you all have been great. I hope it really helped you all. Like I was saying, I’m excited to get you on the podcast and get your business some exposure. Especially you, Katrina. It looks like you got some clients. A fairly nice size of clients, and I think that, however I can [01:16:00] provide some visibility to your business or your services with a success story of ActiveCampaign can really help get you some more visibility, if you even need it. I don’t even assume people need visibility like that. Some people are just booked to capacity. Which is a good thing. Oh, great, great, Katrina. I look forward to it. We’ll have fun. We’ll have fun. I hope you all can tell just by this office hours, I like to have fun. Very rarely can I do anything [01:16:30] without laughing, smiling, or having some form of analogy or jokes. I tend to be very entertaining.

If you’re not subscribed to the podcast, please do so and support me. Support us in getting the word out. People are really starting to give us great feedback about it, and it’s starting to make sense. They’re like, “Yes, this is what I’ve been waiting for.” Makes me feel good that they like it, but better yet, that they’re getting the help that they need. All right. Yes, yes, love to help others. I know you do, Katrina. [01:17:00] Okay. I’m going to sign off everybody. Have a great rest of the day Friday. Please be safe. Have an amazing weekend wherever you are, and however the weather is. I hope that you can do all that you set out to do this weekend and more, and find time to relax, and rest, and recharge. Because we do it all over again next week. With [01:17:30] that, I’m signing off. I’ll post a recording to that same link I put in the chat for [inaudible 01:17:36], and I will see you all next time.