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Office Hours – May 26, 2017

Recording of Office Hours hosted by Chris Davis on May 26, 2017.

Transcript

Chris Davis: Record to this computer. All right, John. Promote to panelist. I’m coming to you to get your questions answered. John, can you … It looks like you should have … Let me unmute you. Hey, John, how you doing? Are you there, John? If you are, I can’t hear [00:00:30] you. Your audio is unmuted. John, I’ll keep you unmuted just in case you’re able to figure it out. For a little bit, I’ll continue these slides and we’ll come back. But at any point, John, you can start talking. I should be able to hear you. As soon as I hear you, I’ll let you know.

Yes. So, here are some important bookmarks for you all. Important resources to bookmark, I should say. [00:01:00] These, you want to keep handy for the following reasons. ActiveCampaign/Learn is where you will find all of the 101 content on getting started with marketing automation as well as ActiveCampaign. New features, new anything. Anything updated in the application that requires some training on pretty much what it is [00:01:30] and why you need to use it, that is the Learn Center, okay? The podcast is /podcast. That’s where yours truly is hosting.

I interview various users, consultants, and internal employees to give you a full view. A full perspective of ActiveCampaign as a company. /blog is where you get all your products and updates. Your product updates and strategies. /community is where you will … [00:02:00] Oh. John, are you there? Okay. I’ll let you raise your hand again, John, if you get your audio figured out. Just go ahead and raise your hand again and I’ll promote you back and give you audio control. Ideas.ActiveCampaign.com is where you will be able to submit all of your ideas as you’re using and leveraging the application.

You may run into something and say, “Hey, you know what? It’d be nice if it did this.” Please give us your ideas and feedback so that [00:02:30] we can make sure that your voice is heard. Support ticket if you run into any issues on something that is working or not working as anticipated. Support is your friend. Here, I just want you all to know that this is where you’ll find your replays. Everybody, this is … I’ve talked about this for a while. We are slowly, [00:03:00] slowly, slowly, getting … Do you see this? Video series of Office Hours. I’m slowly migrating them over.

You’ll be able to find them all here shortly on the learn site as well as being transcribed, finally. Transcribed so that you can search using this friendly bar up here and find the content easily with time stamps and all. But for now, I’ve placed the [00:03:30] Vimeo link of where all the replays are currently, all right? With that being said, I really would like to open the floor to any questions you have … Oh, oh, wait a minute. I need to change my screen. New share. I don’t think you all could see that. I think all you could see was my slide. Let me do that over. Let me try it again.

This is what I was trying to [00:04:00] show you all. I am so sorry. Let me go back. I’ve got to do it all over again. All right. This is the learn site. When you click on ‘video series’ you’ll see I’ve got it kind of bare because I’m not done with it yet, but you’ll see Office Hours right here. When you click on Office Hours, you’ll see all of the previous office hours that I’ve done or we’ve done. I haven’t been on all of them. Like I said, this text [00:04:30] will now be the transcription. You can easily, like I said, find what you’re looking for. That’s the learn site.

Another thing I like to point out is this post, What Is Marketing Automation? This is the first of many to do our due diligence in educating you all on how to draw that fine line. There is a fine line between marketing automation and email marketing. More specifically, email [00:05:00] marketing automation. Platforms like Drip, Convert Kit, Get Response, they are more so email marketing automation. If you’re not careful, you can couple them all in as marketing automation platforms. This guy here, What Is Marketing Automation? What I’ve done here is I’ve tried to break marketing automation down to its core elements using a car. Using an automobile.

The parts required [00:05:30] to push that vehicle forward, I likened it to the various elements of your business. Yeah. I would love if you guys could give this one a read. In fact, I’m going to put it in there and give it a read. Let me know what you think about it. It’s also in the podcast. If you’re a podcast listener, my first one was What Is Marketing Automation? That guide post is pretty much the transcription of that podcast. [00:06:00] You have two modes of digesting but please do and give me your feedback. Along with that, remember any time, you can ask a question. I’m excited today because everybody, we launched WooCommerce.

We launched our WooCommerce integration. Virtual hand raise, would you all like to see what this thing looks like and how it works? All right. I see all your virtual hands go up. Oh, hey, I see a real [00:06:30] hand go up. Great job, Angelique. That was really good. Angelique, you are out the gate winning today with that move there. That was great. What Angelique did is she raised her hand and then she lowered it so it was really a virtual hand raise. Anyway, I’m going to show you all. I’m going to show you all this. Let me jump into my account.

The second it launched, it launched, I believe, yesterday [00:07:00] or the day before yesterday. I couldn’t wait to get my hands on it. I ran through the … In fact, you know what? I’m going to go through the whole process. I’m going to remove my integration entirely. I had to use it on one of my test sites. I have a personal test site. I’ll be showing you that. What I want to do is I want to disconnect so that you all can see it from scratch. [00:07:30] We will wait. Did I hit disconnect, everybody? I can’t remember. Oh, yes. All right.

So with that in mind, the first thing that you want to do, okay? Follow this step by step. We’ll put a guide. We’ll create a guide for this as well. The first thing you want to do is log into your WordPress site. If you have multiple WordPress sites, you’ll want to logout of all of them, okay? Log into the one [00:08:00] that you would like to connect with ActiveCampaign, all right? For me, I have one here. I’m going to go into the URL. All right. I’m good. I’m logged in now, all right? I’m going to copy this URL, go back to add my integration, select WooCommerce, and I’m going to paste it. All I’m going to do is [00:08:30] remove that WP Admin. All right?

I’ll hit connect. The reason why I say that, there’s actually a step that I highlighted yesterday, speaking to our consultants that I want you all to be aware of. The HTTP and the HTTPS protocol. If you’re using WooCommerce, I strongly recommend that you use HTTPS. You open yourself up to a world of vulnerabilities and hacks if you’re processing payments, even if [00:09:00] it’s using PayPal. If it’s not secure, you want to be the last person on the list if somebody’s credit card information or personal information gets stolen. You don’t want to appear on that list of ‘probably’. They will ask, “Hey, what websites have you been submitting your information on? X, y, z.” If you don’t have that SSL security, you will appear on that list. Just something to keep in mind.

Please enable [00:09:30] SSL security before you install WooCommerce on your website. A lot of platforms nowadays are offering SSL for free. Google, everybody, is treating sites that have an SSL certificate higher in the search results than the same site with the same content that does not have it. You do not lose. It’s very inexpensive. It’s free for most people and very inexpensive depending on your hosting. So have that. [00:10:00] Make sure that’s the URL that you paste in ActiveCampaign. The HTTPS version. Now you’ll see why I told you to log in. It’s going to tell you who you’re logged in as. If you’re logged into multiple WordPress installations, this can confuse the app, right here, okay? It’ll mess up your connection.

Since I’m only installed in one, same browser, my one website, I’ll click approve. What it will do now is [00:10:30] finish … It should do my connection. SO we’ll wait. Shouldn’t take more than 10 seconds or so. 10-15 seconds. There we go. There it is. I’m done. Now, it says connect another. If I select this, I can go and connect another story. Before you do that, what are you supposed to do? Log out of the one you just connected. Log into the next [00:11:00] one and do it that way. All right? It very much is possible. Now I’m connected. What we need to do is set up a product, which I already have set up, and go through the payment processing. I will show you.

In fact, let me do something. Look at my products. My fancy schmancy products. Nobody laugh at my product titles. [00:11:30] Let’s use this one. The Incredible Nothing. Let me see here. This, I believe, this is going to be passed in as the product title. Let me double check. What I want to show you all is how to filter or segment based on the product title. So if I go to Woo, let me see here. I’ll show you my [00:12:00] automation in a minute. Let me see here. Rolando Mason. Let me see. I cannot remember how I did this one. Oh, here we go. Order. There it is. So products. Yeah, yeah, yeah.

It does show exactly how it’s written. All right. I’m going to do this one, the Incredible Nothing. Copy that name and I’m also going to set [00:12:30] this to my test account. Another thing you’ll need to do. I don’t know. If you’re using WooCommerce, you’re familiar with this. Just make sure you’ve got … I’ve got test mode enabled, great. You have your payment gateways configured. That’s beyond the scope of ActiveCampaign here. I’m going to view my product now. Watch this. Let me go back to the automation. What I want to happen in this automation [00:13:00] is I want … Let me select that the integration is my WooCommerce integration. All right?

I’m going to let it run multiple times with no criteria, all right? Save my start. What I will do is I’m going to add an FLS and say if my e-commerce product name, [00:13:30] last product name, is the product. [inaudible 00:13:38] we’ve all seen it kind of can get iffy. The Incredible Nothing. If so, it will go here to wait. If not, it will, let’s say in the automation. Okay? Now, everybody who purchases the Incredible Nothing product should go right down here and we should see two queue. Anybody who doesn’t should go down this [00:14:00] other path and maybe I want to check for multiple product names. All right.

This would be another way of leveraging our sorting automation. So this sorting automation, it just keeps coming back, everybody. It’s so useful. It’s one of the best utility automations that you can build, honestly. Anyway, the Incredible Nothing. Here we go. I’ve got this description. The love box of nothing, not even bubble wraps or some cheap box filling. Your product will be absolutely [00:14:30] empty. I am going to add that to my cart because I want that. “Purchase this product and in return you will see absolutely nothing.” Yeah. All right. So I’ll go to my cart now. There it is. Oh, I don’t want two. Well, why not? Two nothings, everybody.

I’m sorry. I’m sorry. I’m logged in. I definitely do not want to do this as I’m logged in. Let me go into [00:15:00] an incognito window. If you have any questions, let me know. If this is confusing at all, just let me know. We’re going to do the same thing. Add to cart. View cart. Those of my WooCommerce users know that you can optimize this checkout process a lot, right? You can do it to when they click ‘add to cart’ it goes straight to the check out and skips this page. You can edit this page so it doesn’t ask for all of this information. There’s a lot you can do here. [00:15:30] Let me pick a name. I might combine some names here. I’ll do Camille and take two attendees names there. All right.

I’m going to say C-H. Oh, no, no, no. I’ll say four ActiveCampaign.com. All right. Password? [00:16:00] Who cares. I’ll just type something in there. Now, going to do stripe. For those of you, if you don’t know how to do a test payment processing … Do test payment processing with stripe, you want to use this card number. 4242 4242 4242. Okay. That’s the test number. You already saw I had test enabled in my settings. The expiration date just has to be past today. [00:16:30] I’ll do 01/18. Okay. The CVC number, 123. All right? You use this specific set up and a stripe … Oh, it tells you right here. The number and any CVC and a valid expiration date, all right?

Stripe will process this as a real payment. We don’t have to use our own credit cards and return it and everything. I’m going to place the order. Oh, “Your password is too long.” Okay. Let me knock you down [00:17:00] three notches. How about that? Let’s see if my password’s too long now. It’s processing the payment. We’ll let it do its thing, hopefully. There we go. Now, you’re taken to the checkout page. Again, my WooCommerce folk that are very familiar with WooCommerce know you can even customize this page or set up a thank you page specific [00:17:30] to the product purchased, right? Now we can see it, the Incredible Nothing. I hope that’s the tag name I used. The product name.

We can now go into ActiveCampaign. Does the contact … Let’s see if this goes to two, everybody. It didn’t. Oh, I missed it! All right. So let’s see what happened. [00:18:00] There I go. You’ll see the tag that’s automatically added is WooCommerce-Customer. Here’s my order, right? Total order’s one, total product’s one. The total revenue. As people continue to check out on your site, that number will be updated, okay? Then I have the total here. The [00:18:30] product is the Incredible Nothing. Oh man, that should have worked, everybody. Let’s see here. Did I not get this right? The last product name.

I haven’t done this part yet. Bear with me. Product name. All my fault. All my fault. Of course, it’s my fault. Incredible Nothing. [00:19:00] Remember, I don’t claim to be perfect, everybody. We’re going to do this again. I am determined to get my segmenting to work. I will not take ‘no’ for an answer. Not today. If you guys have any questions, let me know. We will be successful today. Let me log out. All right. [00:19:30] Close out and do a new window. All right, let’s go. Let’s try this again. I’m going to add to cart. Go to my cart. Proceed to checkout. For everybody who’s just joining me, we’re going through the brand-spanking new WooCommerce integration. I’ll choose somebody else now.

The names have been changed [00:20:00] to protect the innocent. These are not real people, everybody. Woo5@ActiveCampaign.com. Password. There we go. I’m going to place the Incredible Nothing. I really want to make sure I get this right. I’m going to highlight the text. All right. That would be the safest way is just to highlight and paste it. All right. Just so there’s, you know, characters, [00:20:30] maybe a misspelling that you don’t have. Copy and paste is your friend. Especially with tags in custom fields. There we go. 01/19. 1, 2, 3. All right. Let’s place the order. Thank you, Katrina, it’s Friday. It’s Friday, Katrina, what can I say?

I wish you all could have attended our internal monthly marketing meeting yesterday. [00:21:00] I’ve been told it was quite entertaining. So, look at that. The payment has processed again. There we have all the information. Let’s go back. Please, everybody, drum roll. When I hit refresh, this number will go to two. Refresh. Oh! No! [00:21:30] You know what I did is I didn’t do contains. All right. At this point, everybody, learn from my mistakes, okay? This is the extensive testing that I would recommend you all do on your own automations and whatnot just to make sure everything works, right? I can easily go and delete all of these emails, right? I’m [00:22:00] not worried about that. What I’m worried about is making sure stuff works correctly.

If we don’t test it, everybody, and you see how I don’t have it right yet. It’s easy to think that it’s something wrong with the platform or whatnot. Since I’m dedicated to this … I am so determined, I’m not taking ‘no’ for an answer, just so you all know. I am not. Again, I am wide open for questions, everybody. Just because I’m working [00:22:30] through this does not mean I’m ignoring your questions. If you have a question, please let me know. I want to update. As I’m doing this, let me say this too. If there’s any consultant from yesterday, we talked about virtual pages. Reach out to me individually via email for some instruction on that. I was notified that’s out of the breadth of what we would like to cover. It really goes into service-side files, which of course are not related [00:23:00] to ActiveCampaign.

If you are from yesterday’s consultation certification, our certified consultants, if you’re from that call, reach out to me individually on email and I will follow up with what I was showing you about virtual pages and link tracking, all right? I don’t want to do that. Let me grab the URL. I promise you, this is going … Three times a charm, right? It’s gotta work. [00:23:30] All right. We’re going to add this. Maybe the name is what’s jinxing me. The fact that this product is nothing is what’s throwing it off. Maybe I’ll just use a Tracey Newmanson. How about that? CDavisWoo6@ActiveCampaign.com. The good thing about all of this is that you all are learning from my mistakes.

You’re [00:24:00] learning first hand how to set this up. All of the time that I’ve taken and the time that you’ve spent now is going to be time well spent. You’re going to be able to get this up and running in a moment, right? It’ll be a breeze for you to set this up. Place order. Your password is too short now. Okay, but you said it was strong. All right. Oh, okay, now it’s still too short. I [00:24:30] promise you, that’s more than eight characters. Let’s see, who’s being fussy with me. You can turn this off too. The password creation. Again, out of the breadth of this Office Hours but just know.

It’s good to see this process, right? What if someone’s trying to purchase and what’s holding them up is creating a password that’s too short or too long. You talk about shopping cart abandonment. I would never put that on my checkout page. I would just [00:25:00] automatically create it for them. That’s ridiculous. You would literally lose sales from a password. That would be one of the most unfortunate instances of not making money is because your shopping cart asked for a password that was too complicated. Look at this. Where are they at? [inaudible 00:25:29]

I am not [00:25:30] going to chalk it up to me. I’m going to chalk it up to the application because I did everything right. Isn’t that what the proud man says before his fall? WooCommerce. WooCommerce purchase. Look at that. The Incredible Nothing. Let’s do this. I could have done this to start but I figured I’d give it a go on my own. Here’s what we can do. Wait [00:26:00] a minute. What account is this? Where are all of my contacts? Oh. Whew. I was logged into the wrong account. All right. Search advanced. I could have done this. This would have been a lot quicker, everybody, if I would have just … It’s the same segment builder, right? I could have tested my logic here before I made it official. So product name contains … I’m just going to say [00:26:30] Nothing. Let’s see.

Okay. Well, look, it does pull up here. If I go … Let me see. Incredible Nothing. Product name. Let’s see. All right. It does pull up four. So it is not me. I’m glad we tested this. I can confidently say that [00:27:00] I should have gone down this path because if the conditions that I’m asking … Product name contains, right? If I go back here … Look at this. Okay. Let me do it. E-commerce. [00:27:30] Product name contains Incredible Nothing. Search. All right. That gives four people. That’s product name contains the Incredible Nothing. Then I go here, product name contains Incredible Nothing. It should have triggered the yes and it didn’t. This is why I tell you all to test your stuff as much as [00:28:00] possible. Get in the application as much as possible so that you can provide us with these hiccups when we come across them.

Good thing is, I have it recorded. I’ll just send this to the product team. This will more than likely be updated within a day. Who knows, it may be today, on Friday. Yeah. I wanted to show you all that. That’s WooCommerce. One other … We did launch another. [00:28:30] This is what the blog is for. We launched this. Calendar Feeds Sync. What this means … Let me go here and show you. Go to My Deals. I should be able to go to [inaudible 00:28:49]. Yes. Katrina says she was excited to see that announcement. Let me explain it to you all. What this does is any task that you have [00:29:00] related to a deal in ActiveCampaign, it will be added to your calendar of choice. So Google Calendar or Outlook amongst others, all right?

This is a very good way. You can automatically assign tasks when deals are created. Now, you can keep your calendar in sync with your to-dos. You know, automated task creation. The first thing that you’ll want to do … You can follow this [00:29:30] guide, right? The first thing you’ll want to do is go into your settings. You see right under integrations? Let me just walk you through it. Why not? We’re all here together. Thank you all for joining today on Friday, too. I know it’s the end of the week. I’m glad you chose to spend today, an hour, with me. So you see that under Integrations? I clicked on Calendars. It’s going to want me to add a calendar. The name of it, if I want to sync all my tasks [00:30:00] or just tasks related to deals or tasks related to contacts or all of them.

I select which pipeline. Then, of course, include … Well, you know, let’s do this. Personal. All contacts. The internal podcast and the education team. Include alerts. Click add. All right. So now I have my [00:30:30] URL. The point of having this URL is because this is the connection. This is how tasks get added to your calendar. Now, you go through, okay? What you’ll see is … Don’t worry about … After you customize the feedbacks [inaudible 00:30:52] Wait a minute. I didn’t get this, everybody. Hey. [00:31:00] I didn’t get that. Geez. Geez, Chris, you’re fighting everything. I really didn’t intend to do it to cause any confusion today, everybody, I promise you I didn’t. I’m innocent.

Include alerts. Yes. All right. There we go. Copy the feed URL from the calendar page. You’re going to take this and then you’re going to add it. [00:31:30] This is Google Calendar. This is what happened when we don’t have questions. Yes, this is what happens. I don’t … Okay. I’ll connect my calendar. I will. I’ll connect my calendar. I’ll be the sacrificial hamster here. If I go into my Gmail, [00:32:00] just waiting for it to load. Look at that, I’ve got purchase emails because of the WooCommerce. I’ll go to my calendar. This is safe. All right.

Then you’ll go here. Add a calendar, I believe. Add by URL. See that? I’ll paste it in there. Add calendar. [00:32:30] There it is. Now you have this calendar. What I would do is go into the calendar settings and change this ugly URL to ActiveCampaignTasks, all right? Hit save. You can change the color. Maybe you want to make them red. I’ve got something close to red so I could do brown. All right. Now, [00:33:00] I’ll turn off all of these. Now, whenever I get a task in that pipeline, it’s going to appear right on my calendar. Let me check. Do we have questions? If you guys don’t have questions, I can go ahead and set up a task and we could see this. We could see this live and in action.

The question is, what did I do? Internal podcast. All right. You know what, I shouldn’t have done that. I should have done [00:33:30] sales process. Let me do the sales process one. Oh. My bad. I didn’t click down low enough. I didn’t scroll down. I’m blaming the application and it’s really me. It’s all me. I didn’t scroll down. As you see, if you select which one, the feed URL is not going to change. It’s just going to give you different instructions. What I’ll do is I’ll just copy [00:34:00] that. Save it. Let me go back into my calendar. Where did my calendar go? That’s not it. All right. Calendar. All right. What I’ll do is I’m going to update this URL.

I wonder if it’s the same. It’s probably not the same since I added another [00:34:30] calendar. What I’ll do is … I thought I could delete it. How do you delete a calendar in Google, everybody? I guess you don’t. Anyways, that’s beyond us. I’m going to assume this is the same. That’s beyond ActiveCampaign. Let’s go into deal. Let me go into the sales process. Fill. Let’s add a task to fill. [00:35:00] Task. I am going to add one. Stalk him tonight. Please, nobody ever do this. So I’m going to call tomorrow. Yep, yep, yep. All right. This should look like no other task in my calendar. All right. Let’s see.

Where [00:35:30] is it? Do I keep closing out of my calendar? There we go. We shall see. Whoa, whoa, whoa. Give us some time. I bet you it’s because I added that data. I actually don’t know how long it’s supposed to take. We will see. [00:36:00] Follow up call. Let’s do something a little more realistic here. What do I want to do? Yeah. I’ll do that for the 28th. Oh, oh, oh, what I wanted to do was actually go to that other pipeline that I had. Kelly, she’ll let me add a task. Follow up call. All right. So now I’ve added one to both. We’ll [00:36:30] just see how the calendar feed updates. I don’t need this checkout window anymore. All right. I’ll give it some time here. While it’s doing its thing, let me see here. Yep, yep, yep, yep. Include alerts. I should be getting an alert.

Save your changes. Yep. Re- [00:37:00] add the calendar URL. Oh okay. Yeah. I don’t need to re-add the calendar URL. All right. That’s how you walk through and set up your tasks. What’s curious is when they poll, I’m not sure the timing of how long it takes. It most definitely will show. I don’t know if I can set that here. I’m sorry. I’m not well-versed [00:37:30] in Google Calendar to this level. I just look at it and do what it says. I’ve not gone into this depth to set up custom calendars and everything. You may be able to do this a lot easier than me. I am sure that those tasks are synced. They’re created. They’ll be sent over. Yeah. Those are the two features that we launched this week that I’m excited about. I hope you [00:38:00] all are excited about.

For WooCommerce owners, if you’re not one and you know one, spread the word, please. Let them know. Let them know what we have in store for them. The powerful part of it is really this. You can have … I mean, I’ll be honest. There’s plug-ins out there that add tags when you purchase in WooCommerce. That’s not what makes this so unique. That’s a good benefit. But what makes it unique is this, [00:38:30] right? You can see everything that they’ve ordered and start looking at the total revenue. If you had a VIP club, what prevents you from doing something like this? Automation? Seriously, let’s think about this. Whether you’re a hair salon or you know, whatever the case may be, what prevents you from doing this? What do I want to do? I don’t want to do that.

I’ll [00:39:00] say every time … WooCommerce. Every time a WooCommerce purchase is made, I’m going to start this, right? This tag is going to always be added. The first thing I’m going to do is I want to look and see how much they’ve spent, right? I should have like a total revenue is greater than $1,000. Okay? If the total revenue is greater than $1, [00:39:30] 000, I’m going to make this large. I’m going to say VIP. I’m going to say Woo, VIP. If it’s over $1,000, what I’m going to do is tag them. VIP member. I’m not going to do anything if it’s not. What stops this from happening? [00:40:00] Now, purchases are being made on your site. How many ever products they’re making. Whatever.

When the revenue exceeds $1,000, they’re going to automatically get the VIP member tag. Once they get this VIP member tag, that can do something entirely different, right? It can trigger some other automation. It can send them an email. Say, “Hey, welcome to VIP, we’re so thankful. Here’s a 20% coupon.” Right? You can do all kind of stuff [00:40:30] based on how much they’ve spent. If you have … Maybe it’s a product. Maybe you sell … Oh my gosh! What if you sell one product? I know a gentleman, everybody, that just made playing cards. These are educational flashcards. He was selling them. What he didn’t … Oh my gosh! This is a great example! What he didn’t have in mind was that people would buy multiples of the same product, right?

He was looking at [00:41:00] his list and he saw that a particular customer bought 10. 10 decks of educational flashcards. At that point, he was like, “Whoa, wait a minute. Who’s buying 10 decks?” I have a hypothesis. This is probably like an educator, right? Maybe somebody who has a non-profit or somebody who works in the schools. They were buying them for sets for other teachers or maybe just for their entire classroom, right? That’s what I’m thinking. Maybe it’s a small meetup group that does it. [00:41:30] I don’t know. The key is this. If you’re selling a single product like that and somebody buys that product five times, why would you not want that to trigger? Right? Maybe you just want to send an internal notification that says, “Hey, this person just bought over five card decks.” Right?

Then you can go and say, “Hey, wait a minute.” And maybe reach out to them personally and [00:42:00] see and they say, “Oh yeah, I’m an educator in the so and so space. We’ve been looking for something like this.” “Hey, so do you know anymore educators that would be interested in this?” “Oh yeah, I could make an introduction to hundreds of them. We’re part of a group and a network. Hey, are you available? I can make the call now.” Right? Just from an automation that is watching how many purchases have been made total of a product and notifying you. Right? These are not extremely advanced automations. [00:42:30] They are very powerful. Right? Would you not agree these are very powerful automations that are simple two to three step automations. In fact, the more and more you all attend these or see some of my teaching, you’ll see my automations get smaller and smaller. They do.

I like to keep them short, sweet, clear, and just kind of have multiple automations [00:43:00] that are very short and quick, easy to get in, get out, see what’s happening instead of a full novel, right? Instead of writing a novel, a couple pages, for me, will do. I don’t want my automations to be big, drawn out things that I have to have a master’s in to understand what I was thinking two-three months ago, right? Those are some very real use cases. I did not pull those out of the air. That one specific is a gentleman I saw on Facebook the other day. [00:43:30] The VIP is a very basic one. If you’ve got a storefront now, now your question to, “All my sales take place online.” Shopify has its point of sale system too. You could be out … I don’t know. Out at a trade show or something and taking purchases with Shopify.

WooCommerce integrates with Stripe. You guys are square. Do you guys have that [00:44:00] square reader that goes into the audio jack of your phone and you can take credit card payments literally on the spot as long as you have an internet connection? That integrates with WooCommerce. You can now sell products from your WooCommerce store, right from your phone, right? They’re swiping the card and you know on the backend, you don’t have to keep track of people’s faces like, “Hey, I remember you, you bought yesterday. Hey, I remember you, you bought three yesterday, one the other day, and five last week.” Right? Your automation is doing all of that. [00:44:30] Right? It’s looking and saying … Let’s look and see all the conditions. Total orders, right? Total products. The total products are either the amount of different products or the amount of the same product, right?

Last order price. You see it all, right? Currency, product ID, product name, order date, all of those things, right? If we look at the order date, we can have [00:45:00] a start … Look at this. Look at this. Watch this. Watch this. We can have a frequency automation that checks to see how long it’s been since you’ve purchased. Right? What I call this is … I’m going to call this business … Let me name it first. Woo Been So Long, right? Now if I go here [00:45:30] and what was I doing? Database. Let’s do a database. Let’s see. Was this the one I wanted to do? I can’t remember. Oh yeah, yeah, yeah, yeah, yeah. So events and dates. Oh this is … I created this. What I would do … I’m sorry. I got ahead of myself. This is what I wanted to do.

Watch this, everybody. This is what I wanted to do. [00:46:00] VIP. One sum, one purchases. This is what I wanted to do. What did I just say? Oh, there we go. Update contact. For now, I’ll use event date unless I have one that says product. Nope. I’ll use event date. I need to populate this with the current time. This is going to essentially be the date of the last purchase, all right? Every time they purchase, [00:46:30] this is going to get time stamped with that date, okay? Purchase gets made. This date field gets updated to that date. Now I can go … Now I can do what I set out to do originally. Conquer the automation world. Watch this. Now I’m ready. No, not for that though. Date based.

I’ll say on the even date. I’m going to check daily at 12. [00:47:00] Crack of dawn here. Forget there. In my time zone. When the year, month, and day matches. Well, no, I didn’t want to do this. I wanted to do where it triggers a couple days before. I can’t remember how I do that. Sorry, everybody, I’m drawing a blank. [00:47:30] Can’t remember. I know this will do ‘on that date’. I could have swore I could have done it to where it triggers a day or two before. Well, anyways, how about this, who cares? On the event date, I’m going to check it every day around 12 in my timezone. I want it to happen often. Not yearly. All right?

I’ll add this start. [00:48:00] Watch this. I will wait for … I give them two weeks. 14 days or maybe two weeks is easier to read. Two weeks. So I’ll wait for two weeks. Then maybe I’ll send them a message. It’s been a while, okay? Watch this. Just follow me, everybody. Follow my logic [00:48:30] here. This is very dangerous. Building a brand new automation live. This is Office Hours. This is what we’re here for. To see use cases, right? Made another purchase. Okay. We’ll say that is when … What did I want to do? I forgot, everybody. What [00:49:00] did I want to do? Oh, I’ll keep it simple. Sorry. It’s Friday. I told you. Tag this customer, all right?

So they’ll come in here below contacts. Wait until conditions are met. What will happen is … Make this active. They’ll come in here and they’ll wait for two weeks. If they purchase before two weeks are up, [00:49:30] they’ll go here and skip the email and die off. Then it’s going to check back to the event date the next week. Throw them back in here. Remember, the event date is moving because if they made a purchase, not only did they skip and achieve this goal, but this date has now been updated. All right? The only thing that I’m missing that I didn’t show you all, because I’m doing this on the fly, is this. If we’re going to use that WooCommerce [00:50:00] tag … What we’re going to have to do right here is remove it. Okay?

Remove it so it can be added again. Remove it so by the time they get into this automation, they don’t have it, all right? Because that’s what we’re triggering on. They’re going to come in here. Everyday, it’s going to check. Essentially, they’ll be here. What you want to do, just [00:50:30] to make sure that they’re not adding themselves multiple times, we could say is not in … Currently in automation. Not currently in. We can say this one. Okay? They’ll only enter it if they’re not in it, okay? There’s a lot of gems in this Office [00:51:00] Hours, actually. Now, if I’m already in here waiting and by some happenstance or whatnot, the event date changes, if I’m already in here, I won’t be added again. This is going to give me at least a day buffer, right?

This is going to check … When did I say it was going to check? It’s going to check at 12 a.m.. At 12 a.m. I’m still in here. They’re not going to add me but maybe at eight a.m. I purchase. Now, I’ve skipped here, made the purchase, [00:51:30] I’m no longer in here. The next day at 12, this thing is going to look for the event date and say, “Okay, add them.” Add me in here since I’m not already in here. This is a very powerful automation. It’s essentially a loop actually. We’re using the event date checker to loop people back in because the event date is a moving target because it’s automatically being updated every time a purchase is made. What this is doing everybody, in summary, [00:52:00] is it’s giving you two weeks before I send a notification. Maybe for you, it’s three days. Maybe for you, it’s a month. Maybe it’s six months. Whatever that is, the duration is what you want to put in there, right?

When they make their initial purchase, the event date is going to be that date of purchase, okay? That’s what’s going to trigger them in here. Now you’re going to wait 60 days. Let’s just say. Let’s change it. 60 days. Okay? [00:52:30] Or two months. I already had two. 60 days. They have 60 days to purchase before you send them an email or maybe you give them a tag or maybe you do something else, right? If they purchase before 60 days, they will achieve this goal and not receive this email, okay? The event date will update now to that day and they will be given an additional 60 days to make another purchase. [00:53:00] If they keep buying within 60 days, they’ll never get this email. This thing, just in the background, it’s like your fail safe. If you ever fall out of the 60 day window, what’s going to happen? Boom. You’re going to get this email or whatever other actions you want to add to it. Whatever other actions you want to add.

We could call this a Keep ‘Em Coming Back automation because it will. Depending on the time frame that you have in there, [00:53:30] it will always notify somebody when they fall outside of that timeframe. Katrina, let me … Oh, you could use … Let me put this up. I have a feeling this is going to be a good one. “You could use the same method for re-engagement if you’re tracking the last date and email was read.” I will admit, Katrina, I did not think of that. You absolutely could. You know what, everybody? Did we not just come up with [00:54:00] another utility automation? Right? We should come up with a name like a … I don’t want to call it an engager. It’s not that. It’s an engager saver. Engager saver? That’s too many words. I like one words.

Anyways, whatever this is, you set the criteria of what you want people to … The continuum. [00:54:30] No, no, that’s too big. All right. Anyways. You select what action you want to happen repeatedly. Oh, the repeater. Anyways, you select the action that you want to happen repeatedly, right? You say, “Hey listen, I want to flag people who are not taking this certain action on my list within this certain time. For this, it’s people who are not buying 60 [00:55:00] days after. They haven’t bought from me in two months. I want to flag those people.” Like Katrina said, maybe you want to flag people who have not opened or read an email in 30 days. Right? Remember, that’s going to be specific to your sending frequency. If you’re sending an email a week, what you’re saying is, “If I say 30 days, you haven’t opened an email, I want to send a reminder like hey, are we still good?” [00:55:30] Right? “I want to do that.” That means I’ve sent them four emails, right?

I’m sending weekly and I’m waiting 30 days. If I do 60 days, I’m waiting eight emails, essentially. Eight emails before I say, “Hey, are you still interested in this?” Katrina, that’s a great example. Right? It’s automated, everybody. It’s automated. If somebody is [00:56:00] always … The always engager? Maybe? I like the word always for this one. But yeah. If somebody is always engaging, always making a purchase, maybe they’re visiting your site always. The criteria is infinite. Literally, right? It could be anything. Anything that you could think of that’s important to your business. You determine, “Hey, I want this to happen frequently.” I have an email here … It doesn’t [00:56:30] have to be an email, everybody. You could just tag them internally. Right? It doesn’t have to be customer facing. You could add them to another automation.

You could pause them from receiving on-going communication until they do something. You can do a lot of things with an automation like this. You need one that’s updating the date that’s starting this automation to the most current date when the action happens. Then this automation just [00:57:00] runs. Oh man, I really love it. Of course, needless to say, you always need a goal, right? The action you want someone to take. At this point, in Katrina’s example, it would be opened an email. Right? If they’ve opened an email, they will then execute this goal in the automation and then wait until the next day. They’ll be put in this automation again and given 60 days. [00:57:30] Wow. This one is worth testing, everybody. I am … Yes, I will share this link.

I will be grateful if you all could test this. I’ll be testing it too. This would be a good one to break or try to break. Very powerful stuff here. I did not intend on such power being prevalent today. I call this the Always Engager. I like that name. [00:58:00] The link is in the chat, everybody. So play around with that one. I’m going to make a fake purchase and watch somebody get added to it. Then I’m going to make another fake purchase and make sure they achieve the goal and then get added right back to it the next day. It’ll be fun. All right. That puts me right at my hour mark. Wow. What an Office Hours, today. You are very welcome. [00:58:30] Katrina, you’re very welcome. That sounded like I was self-serving like, “You attended. You’re welcome.” I was responding to Katrina saying thank you.

Yeah. I really appreciate you all sticking with me. This was a good one, right? We went over WooCommerce. We went over the calendar feed. And then this Always Engager automation just kind of jumped out at us. Now I’m excited to see what we can do with it. The sorting automation [00:59:00] had a very similar, organic creation, right? When we mapped that one out and then 15 use cases came out afterwards like, oh, we can use it for this. We can use it for that. I have a feeling this is the same one. This really speaks to the power of ActiveCampaign. It speaks to how you don’t … Our platform is so flexible that you don’t have to have big complex, you know, 50 condition type automations [00:59:30] to pull off extremely powerful functions. Right? You can do it. You saw. You all witnessed it with your own two eyes. I did this with three actions max. You know? In an automation.

Those who build this way will be the most powerful builders of the automation future. I bestow upon you all such power to use it responsibly [01:00:00] and report amazing results. All right, everybody. Make sure you grab that link in the chat. Try it out. Test it. Try to break it. Report back. Let me know. I will see you all next week like the Justice League. Katrina calls us the Justice League of Automators. I will take that. I wish we had somebody to Photo Shop super hero costumers on us and everything. But yes, have a great [01:00:30] weekend. Be safe, everybody. Enjoy some time away from business. Even if you love your business, just some time to unplug, walk, get some fresh air. Do something organic. I’ll see you all next week. I’m here Tuesday at 10a.m. central and Friday at 1p.m. central. Join me again if you will. I will have an update on this automation. Like I said, I’m going to try it out today and be testing it all weekend to figure out [01:01:00] if there’s any holes. I feel pretty confident in it. All right, everybody. Have a great weekend. Thank you all again for attending. Be safe. I’ll see you next week.