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Office Hours – May 5, 2017

Recording of Office Hours hosted by Chris Davis on May 5, 2017.

Transcript

Chris Davis: All right so here we are, this is the part where we’re going to go into some of the submitted questions. If you want to submit a question to me beforehand, this is my email … Oh did I, am I sharing my screen still? Yeah, I am sharing my screen. If you want to submit questions to me beforehand, this is the email address that you would use and I can make sure that I, it just gives me a little time to prep before the call [00:00:30] to make sure I answer it the best. But a lot of times we don’t necessarily need it because I’m very well versed in the app, not bragging, but you know, I just understand what’s going on.

So let me start with you JoAnna, you had a good question. Here, let me put it on the screen here. Let’s say you have an automation that’s set up for the first email but it isn’t sent until a certain time, [00:01:00] which is based on the recipient’s time zone, okay. Let me, I’ll read it, then I’ll build it, then I’ll answer it okay? If the next email is set to go out in one day, is it still based on the recipient’s time zone? If so, is there a way to remove that condition for future emails within an automation?

This is why I like this question, because it really talks about what I will call like time domain control, I don’t know that seems so [00:01:30] technical, but if we go into an automation here, and I’m not going to use a start trigger just for the sake of, and I am going to call this JoAnna. That is one of the perks of asking questions, I name things after you within my application. And let’s say I wait until, let me just do this, what JoAnna’s talking about is … Wait until let’s say, the date, the current time [00:02:00] is 12:00 pm. And we’ll say, let me do it in their time zone, that’s what she said. In the contact’s time zone, okay?

So now, I don’t want to use that, 8:00 am, all right. So now, no matter what time it is here, the next action isn’t going to trigger until, well let’s just do an email. Okay, the next email, this email is not going to go [00:02:30] out until it’s 8:00 am wherever you are at. And how do we know where you are at? Well, when you opted in, we logged your IP address and said okay, since you logged in from this IP address, that means you’re in this city, this country, XYZ. Okay, that’s how we get that data. So now, JoAnna says, if we wait until the contact’s time zone at 8:00 am, and then we go in here and wait a day, [00:03:00] all right? And then send another email, oh I don’t want to do that. Okay. And, okay.

What time will this email go out? Okay? What time will it go out? And the answer to this question is this email will go out approximately 24 hours after this wait state. Okay? So every [00:03:30] wait state looks at the previous wait state for information on when it should send. All right? If there are no wait states and the first thing you had here was like wait one day? I believe the default is 12:00 am. Okay. Which is one of the reasons why I always determine the time, okay?

When you have wait until 8:00 am, and then it sends an email, then you wait one day, if this was Monday, this email would send Tuesday [00:04:00] at 8:00 am. All right? And to finish off your question, is there a way to remove that condition for future emails? To remove the condition you’ll need to re-sync the time at which you want it to send. So remember, every wait state looks back and says, hey, previous wait state, what time did you send? And it will send respective to that. Okay? So in order to break this time zone, what I would do here is I would [00:04:30] wait for one day and then I would tell it a new time. Okay? I would go in here, and maybe I want to send it a little later. People are sleeping in. Okay? Now it will send it at 10:00 am. And all subsequent emails in this sequence will be sent at 10:00 am. That becomes the new time that this contact is going to receive emails. [00:05:00] All right? JoAnna, let me know if that helps, that answers your question. And then, okay.

We’ve got, oh Scott, let me get your question up. Scott has a question everybody, which I haven’t even read it all the way and I think I like it. I like it already. Those of you who are new, I’m easily excited when it comes to marketing automation, so, okay. He currently sells physical products. And include an insert [00:05:30] in each product directing them to a specific link. Great, great, great. I would prefer to have the same link for each product insert, but when they get to the capture page, they need to answer questions or make choices that will direct their subscription into the right list. Can you provide a basic walk through of how to do this?

Okay, great, JoAnna said it helps. You’re very welcome JoAnna.

Okay, so you’re inserting [00:06:00] something in each product that you ship. When someone gets that something, there’s a link. They fill out the form and they go to a page which I’m assuming has an ActiveCampaign form on it. Okay. And when they get to that page, they need to answer or make choices which would direct their subscription into the right list. Can you provide a basic walk through? Scott, let me know if I got … Ah yes, Scott. So [00:06:30] here’s what I would recommend.

Excuse me, one second. Let me drink some water everybody, this, I mean … All right, my apologies, I don’t know what’s going on today. It’s the weather, I blame it on the weather.

Okay, here’s how you would do it. This will be very similar in one of the previous Office Hours we talked about how to manage unsubscribes. This functionality is going [00:07:00] to be very similar. So the first thing you would want to do, Scott, since you’re … Ah well there’s a couple ways we can do this. Let me do the most basic way first. Okay? I’m tempted to go custom fields versus list way, but I don’t want to over complicate it.

So the first thing is to name your lists customer facing friendly. Okay? So, if this was … and [00:07:30] I’ll keep the name for this. So maybe you have a list for customer only communication, general communication and product updates and live event updates and notifications. Of course, in your example Scott, these names will be more applicable to the list that they’ll be added to, all right?

So no that you have these lists, check this out. Check this out. What you can do, is you can create a new form and say, “Scott’s Insert Form.” ” [00:08:00] Scott’s Insert Sheet Form.” There we go, my goodness, there we go. And what I’ll do is, by default they have to go on one list, so we’ll have a default list right? Like master list, that they can be added. Or what, here, general communications and product updates. All right? So that’s the default list that they will be assigned to, however, we’re going to ask, here let me do something like this. [00:08:30] I don’t, what was this for again? Tell us a bit about yourself. All right? Let’s do, those always, those two always get me. Let us know what you, terrible copy everybody, what you’re interested in so we can send [00:09:00] you the good stuff. All right. I am not a self proclaimed copywriter. And what you want to do Scott … Can they choose what product they purchased? Yes. Yes. Scott, they can. All right. So still follow these steps, and then when you go over, you’ll want to drag the list selector.

The list selector, by default you’ll see it’s my fields. And the list selector is under standard. [00:09:30] You’ll drag it over. And let’s just pretend for now that this is a product. Okay? So this is product A. In fact, you know what, let’s not pretend. Let’s just do it. Okay. Product A, okay? More opportunity. [00:10:00] Product A. Product B. And I’ll do Product C and we’ll be good. Product C. All right. So now let’s go back here, let me refresh [00:10:30] this. And what we’ll do is, we’ll go over to standard and drag over the list selector, all right?

The list selector is going to look at every list that’s an option on your form. The way to add these lists would have been from that initial pop-up. Or you can go right into options and start adding actions here. So, [00:11:00] add subscribers to list, and then I would say Product A. And if you turned opt-in confirmation off for one, it’ll turn it off for all lists on this, so let me delete that. All lists on this form. And then I’ll go to subscribes, and then I’ll select list Product B. Add. And then I’ll go to subscribers to list and select Product C. Did I spell that right? Yup. [00:11:30] Product C. So now, when they click the link, which would be this link, if this is the link that you’re using, or maybe you have it embedded on your website. They click that link from the insert and they can enter their name, email and select their product this way. All right? And then you can hit submit.

If you shipped them the product, [00:12:00] my only question is, why are they selecting which product? Because don’t you already know this maybe, Scott? Or maybe I’m misunderstanding the use case. Yes. So you know this information, are you using this form as like confirming this information, or? [00:12:30] VIP club. So, oh a VIP club for the product. So you know what product they have, and this is asking them to join the VIP club for that product? Okay. Let me think about it. For other future products, yeah. So, Scott, at the point [00:13:00] of sale, here’s my question. At the point of sale, what information don’t you have, that this form is collecting? Because it seems like you already have all of this information at the point of sale.

Right, and while you’re typing I’ll just keep talking here. Because like, when they check out I know they have Product A because I shipped it to them. And if I have [00:13:30] Product A as kind of like an option, like a customer field, or they’re a list, when they bought, I put them on Product A list at that point, then I could send them an email about, okay. Having them on a separate list will allow me to market my other products to them. Right, right, right. Yeah, definitely. I guess the biggest question is, how are you taking payments? I’ll put it like that. If you’re taking payments in a way [00:14:00] that Amazon, all right. So when you take the payment from Amazon, at that point you can add, are you saying you don’t want to manually add them?

Oh, Amazon does all the fulfillment. Oh. Scott. This makes perfect sense. Perfect sense. That is a very, I like your thinking here Scott. Right? Because Amazon holds all of that information. [00:14:30] The contact information. If anybody’s ever sold on Amazon, you’ll get the sales and you’ll get some stats. I actually know somebody who built apps for Amazon to provide you more metrics. But none of those metrics are the contacts information. So what Scott, what you want to do is, that’s a good one Scott. So he’s got a slip in there, and the slip is an offer for maybe 10% off product discounts, or something, [00:15:00] right? Something to get them to go fill out this form, right? Something enticing. And when they go fill out this form, and select the product or products, right? Because they could have purchased multiple products. Now Scott can capture that information and market to them directly. Okay.

So they joined the VIP, let me put this out. I’m just reading and everybody who’s watching [00:15:30] this replay does not have a clue what I’m talking about. They join the VIP club, but instead of going in one list, I have them in specific lists so that I can directly offer discounts to the products they haven’t purchased yet. Great thinking. Great approach. And yes, so this is exactly how you would do it. So maybe this is on your website, but now they can come to this form, and select which product they bought. And we [00:16:00] can change this. We’re not stuck with this. All right? Let me change all of it.

You know, it would be something like this, please select your product below. Something like this, and then we could do, welcome to the VIP club, right? Put a little extra exclamation mark. Now I can get a little better and [00:16:30] say provide your name, email and product purchased so we can give you immediate access to our exclusive VIP club. Yeah, [00:17:00] anyways, I do that. I wanted to say something about get updates and discounts, but we get it, all right? And then, yeah. Then they would do this and perhaps you want to turn some branding off. Go to integrate and let’s do a nice little refresh, yeah. And now, yes, so Scott’s thinking was this: Instead of having a card for every list, he can just have this one list, [00:17:30] allow people to self-select, which is very smart, one card insert, instead of six different cards he has one card. So this is exactly how you do it.

Now, Scott, when I, let me do this. Watch this. I’ll do Scott Chris. And do C. Davis and I will say plus Scott. And I purchased product A [00:18:00] and C, those are the products I purchased, hit submit, you’ll want to change this message or redirect them and then I should be in here. Contacts, no, here, all right, there we go. And [00:18:30] here we go. Then I’m subscribed to each list. Scott said, can you make it to choose, so they can only choose one? I’d imagine there’s no point, or no opportunity for them to purchase more than one product. If you make it to where they can only choose one, you would have to use radio buttons. And if you use radio buttons that then [00:19:00] brings us to our fancy smancy sorting automation.

So let me show you how to do the radio buttons and then I’m just going, I already have the sorting automation built. I’ll show you it and put the link in here instead of rebuilding it. But here’s how you would do it Scott. Yup. Lorraine beat me to the punch. As always. And you would do something like, do I have one? Look, I have a products, no that’s a check box. Do I have a product’s [00:19:30] radio? All right Scott, you get another new field. Radio buttons. Your product. Let’s say product purchased. Amazing Something. Unbelievable Thing. And [00:20:00] can’t, Elated, I don’t know. I ran out of words everybody. I just hit a mental block. Elated Desk. How about that. That’s very strange. Very, very strange. And then we go back to your form, now watch this. [00:20:30] Instead of using the list selector I’m not going to go to my fields and type in a product purchased and now it’s a radio button. So I go to integrate and now we’ll see on this page I can only select one. Okay?

Now, that’s fine and dandy. That means on [00:21:00] the contact, let me fill this out so I can show you. What did I do? Scott Chris? Who cares about the full name. C. Davis. So now I’ll say Elated Desk, right? And submit. If we go to see Elated Desk, if I refresh that, now what you’ll see is that, all I have that as the product purchased. Okay? [00:21:30] But I’m not on a list. Okay? So, that’s what Scott said, how do I connect to a list? So, now what you’ll need to do is have a sorting automation, Scott. And in that, what a sorting automation looks like, you know what? I am going to build this. It’ll take me a second.

This is what your sorting automation looks like. When someone submits your form, I don’t remember what it was, [00:22:00] it had to have been called Scott. Yup. So when they submit your form, and you can do it once or multiple times, if they’re buying multiple products I’ll have multiple times. Buying multiple products but not at the same time, right? They’re coming back. So now we have this sorting automation. And we can look for that custom field and see what the value is. Products purchased is [00:22:30] Something Amazing. And what you want to do is use contains, we actually have an error with our IS statement. The IS statement does not work as anticipated so my recommendation is always use contains until I tell you otherwise. Always use contains and hit okay.

So now it’s going to search, right? If it doesn’t have that we’re going to look for, if it’s not Amazing Something, it’s Unbelievable Thing. [00:23:00] And if it’s not Unbelievable Thing, it is, what’s my other option? Elated Desk. So now we have our three options that we’re going to check for. Okay? And in order to check for each one, if it goes down the yes branch, we need it to go to the next option. And we need it to go to the next option. [00:23:30] Okay? So now we officially, right at this point, when your form is submitted we have a means of checking for each condition. All right? And actually, I’m sorry, we’re doing a radio button so we don’t need this. I’m stuck in my checkbox mode. So we don’t need this. Because at the point where a yes is true? Then we need to end the automation. So if the [00:24:00] product purchased is Amazing Something. Then what we’re going to do is go to contacts, subscribe them to a list, and that’s going to be product A. And right after that we’re going to end this automation. All right? So I do the same thing here, copy, all right. And if they do this, it’s going to be product B. And we’ll do the same thing here. Copy all actions, [00:24:30] and then this will be product C. All right?

So now what we’re doing, when that form is submitting, it’s looking for each option. Say hey, did you purchase this product? If so, subscribe you to the list and end the automation. If you didn’t purchase this product, I’m looking for the next product. Hey, did you purchase this product? If it’s yes, then I add you to that list and end the automation. And then if you didn’t purchase this product, the last thing I’m going to do [00:25:00] is look for hey, did you purchase this product? If you say yes, I’m adding you to this automation. If you didn’t purchase anything, the automation ends.

So that’s how you would get them on a list if you wanted to use radio buttons. Scott, I’m going to share this with you. I’m going to share this automation so you don’t have to rebuild it. You can just import it right into your account and rename your custom fields essentially. [00:25:30] All right. Sorting automation. There you go. And you’re very welcome Scott. You’re very welcome. Yes.

Lorraine, you had a few comments here that I missed. Custom fields, all right. Yup. So, yeah, import that Scott, let me know how it goes. I am highly interested to see how that [00:26:00] works with your Amazon. Because that is a really good idea. Really good idea. And the effectiveness of that is essentially going to be determined by your sheet, right? How easy it is for people to comprehend the bonus or the extra incentive from the VIP club. And their potential going to that page [00:26:30] and filling it out. But I would love to be updated. I’d love to be updated on this one Scott, so don’t be a stranger. And email me too. But I would love to talk through it on Office Hours as well.

Alright, Lorraine, let me see. I’m going to start from the top with you Lorraine. There’s a few I missed here. So I question to create welcome email automation after they’ve completed [00:27:00] the signup process. Is it better to use the trigger subscribed or submits form. That is an interesting question because both worth, right? Like both work effectively. And here’s what Lorraine is talking about everybody. If we have, if we’re in an automation and we want to send an email out, oh my gosh, what is this? Geeze, there’s just no telling [00:27:30] in my application. Do we want to use subscribes to a list or do we want to use fill out a form? And my inclination for this, is it entirely depends on how you’re collecting their information.

If they’re submitting a form, then you know, you get two for one with a contact fills out [00:28:00] a form because you can add them to the list right at the form, right? But however, if they’re subscribing to a list like from within an automation, like we just walked through with Scott. Or, if it’s a third party integration that adds them to a list, then you would use subscribes to list. What is this data 30 days after? Oh my gosh, I feel like I didn’t do that. I feel like I selected another list. [00:28:30] I promise I did, maybe I didn’t. So anyways, yeah, so that will be the main difference in whether choosing a list or a form. At the end of the day they’re going to reside on a list. It’s just how did they get there? Right?

All right, and then, oh wait a minute, I’ve got a couple new questions. I will continue on this Lorraine, I see you have a follow up question. [00:29:00] Scott asks, last question, what is the difference between one and two besides that only one product selection, number two is definitely more complicated. The only, the main difference Scott is that you can’t do radio buttons as a list selector, right? So if you want single product, if you want one product only, you’ve got to go with the quote, unquote, advanced method. If they can [00:29:30] select multiple products on that form page, then you can go with the more simple list approach. Yup, that’s the only difference. The only difference. With the radio button we’re using the radio button to select what list their added to. In the list selector they’re selecting what list. Okay? But yeah, the other one is more complicated, granted, so but that’s why I built it out. And if you run into issues [00:30:00] let me know too. You can come back and share that link to your, you can give me your automation link and we can work through it here. You’re not stuck going at it all alone. I gave you enough to get started, but if you get stuck, that’s what Office Hours’ is definitely for, all right?

If they click a link to be added, would you use subscribe to a list? Oh, if we were using that welcome email- Yup you’re welcome Scott. Lorraine [00:30:30] you mean if we’re using that welcome email and waiting for them to click a link, right? And when they click the link we subscribe them to a list? Okay, not quite, I’ll wait for you to clarify. But yes, Scott you’re very welcome and like I said, don’t hesitate, if you get stuck, don’t hit your head too long man, I’m here Tuesday and Friday. We’ve got amazing support in the meantime. And yeah, you’ve got a helping hand. [00:31:00] I’m just, Lorraine I’m just waiting on you. You to explain yours.

Then I’m going to go through an example that Lorraine, her sleuthing, has really helped me fine tune this sorting example you all just saw me give Scott. [00:31:30] It’s actually the, if this is the brother, this one, this sorting one, if that’s the big brother, this is the little sister version of it. Or the cousin. Yeah, maybe I want to say, let me just say the sibling. How about that? The automation, because this automation that we worked on for Scott, is for radio buttons. Where it can only be one option. But I also have a sorting for check boxes. Where it can be multiple options. [00:32:00] And this one is actually pretty cool because it helped me understand that our checkboxes act a certain that I was assuming that I was assuming they acted another way. So, hopefully this will help you all. All right.

We’ve got a response from Lorraine. And here we go. I send an email for signing up to a course. To Course A. But I can’t add [00:32:30] them to the newsletter without permission, yup. I want to include a link in Course A email asking them to sign up for a newsletter. Assuming my Course A and newsletter are on separate lists. Yes. Wait a minute, what was your initial question? After they completed the signup process for Course A. [00:33:00] Okay. Right, right. They filled out, oh I see what you’re saying. Do I say subscribes to a list? For you I would use form. I would use a form because they’re filling out a form for Course A, but you know what? So if you did the form with a double opt-in, or the opt-in confirmation, when they filled out the form for Course A, they wouldn’t be added [00:33:30] to the list for that Course until they clicked the link in the welcome email. That’s what I would use. And then I would use, and at that point, honestly? You can use subscribe to list or fills out a form, I just like to use fills out a form because sometimes when using subscribes to list, as your application grows out, you may start assigning people …

She [00:34:00] says they aren’t using a form for the newsletter. So you’re just sending them … I got confused when you said welcome email. That’s normally sent after a form. All right. You’re just sending people existing on your list an email for them to sign up for the course? And for that, and when they click the link asking … So when they click the link do you want [00:34:30] them to be added? Or when they click the link are they going to a form to be added? Want them to be added when they click the link. Okay, yeah. So if that’s the case there’s no form involved in this entire process. I think I got two of your questions probably blended in one. Because this one was submits a form or subscribes. But this case, we don’t have a form. We literally just have a link click. So, yeah, there’s [00:35:00] nothing to worry about with this one, I would have an action, I would add an action to the link click to add them to your list. And you can do that, I mean, Lorraine, you know how to do this. But I want to show everybody how this is done. And it’s called a link click action.

So, look at all of these automations. [00:35:30] Add to list. Email, and what we’ll do is we’ll just select one really quick. A beautifully designed one. Want this course? Well, do you? And then, what we’ll do is, I’ll act like this button is sign up for the course. And I’ll [00:36:00] say, I’ll do this. Lorraine W. Oops, W.com. And this is what I would do. Subscribe to list. That’s exactly what I would do. So when they click this link, from the email that you sent your list, or your existing contacts. When they click this link they’ll be subscribed to your list. Now, for that automation. [00:36:30] Yeah, that start trigger would be subscribes to list. Or, if you just knew what automation you wanted to put them in, you could add them to an automation. And perhaps the first step in that automation is subscribe to a list. Subscribes them to a list and does all other functions.

Which is a good point. What I’m starting to do everybody, in my automations are, I try to put as much in them as possible and here’s what I mean. I [00:37:00] use a platform that processes payments for an ActiveCampaign. And when you sell a product it can add people directly to automations for you. So that seems powerful, right? But what happens is, when I log into my ActiveCampaign account? I can’t see that action, right? I can have, you know like I can see all of these automations? But I have to remember that people are being added to these automations [00:37:30] from my third party integration. So instead of doing that, here’s what I’ve started to do is … Like Lorraine what I’m saying with you is within the automation, excuse me, do the task so that I can remember. So like if you were adding them to this automation with a link click, I would have here, subscribes. And then instead of using the third party or some other tool to add people directly to automations, I would do it here, [00:38:00] right? Start an automation. And the reason being is now when I come back to this automation I can easily remember what I’m doing. I’m subscribing them to the list and then I’m adding them to this automation.

It’s neither here nor there. I just wanted to point that out. When you’re building it’s not always, I find myself a delicate balance between building the most streamline automation, like most simple automation versus [00:38:30] an automation that reads to me. And reminds me easily what was going on in my automation. Outside the usage of notes. Right? Notes are great, but sometimes I just want to kind of look and see. Yes, Lorraine you are correct. So many ways, so many ways. This is what Lorraine is saying everybody. So many ways, so many ways. I like the most, yeah, well self-documenting. Yeah.

And it takes a little extra everybody, [00:39:00] but you know what? As you use this application this will happen to you. It’s going to make total sense. Right when you’re building it out. You’re going to be thinking like, I’ll never forget this, right? It’s the same thing people told me when my children were younger and they were so cute and saying all of the cutest things. It’s like how could you ever forget that? Until you get a little older and you do forget everything. And it’s good to have like video, where you watch home videos and like oh, I remember how cute you were. That’s what this is. The more [00:39:30] you can put, the more you can self-document in the automation the quicker you’ll be able to remember because you’re business is going to grow. And you’re going to start thinking about a whole lot of other stuff. And the last thing you need to be doing is spending ten minutes in this automation trying to figure out what you were initially trying to do. So that’s just a tip, when we go to building out automations, okay?

What Lorraine has here. [00:40:00] We should have videos of our early AC days so we can see how … I agree, I agree. I wish I would have taken a picture of the first automation I built in ActiveCampaign. I really do because you would all get a heavy chuckle right now if I showed it to you. I guarantee you.

Alright, our time is winding down. I wanted to show you all this. It’s a … I’m sure it was beautiful, I wish Katrina, I wish. [00:40:30] So this is what I wanted to show you all, all right? This is like a riddle and a quiz. All right? If somebody fills out a form and they select small first, right? Then they fill out the form again, and select medium, right? Then they fill out the same form again, and select large. This are check boxes, okay?

All right, before I finish I want to answer Scott’s question. Can I make it so if they choose [00:41:00] two products, that they won’t be in more than one list? You can Scott, but that would be even more complicated than the radio button. That would add some additional If Else. Well, maybe not, maybe not. Watch this example Scott and tell me if this would suffice for you. Because it’s made, this may actually may do exactly what you’re trying to do, all right? Because this uses check boxes. It can be multiple [00:41:30] items, and it will show you how to dynamically remove stuff that shouldn’t be there, all right?

So by default, if I took these three steps, at three different times. Fill out the form once, did small. Once again, did medium. One again, did large. What you would think is this, right? Is that at the end of the day, on the contact record you would see all three of those boxes checked. Lorraine, you’re too smart. [00:42:00] But of course Lorraine knows, Lorraine knows, this will not happen. And here’s why it won’t happen everybody. Because although these are check boxes, here’s one of the mistakes I was making. I have to raise my hand here. Even though they’re checkboxes, they don’t function like your traditional task check boxes, right? In a task application you select small, and just because you selected medium, [00:42:30] that does not erase small. Right? It’s additive.

So every time you check a box, it should add to. Well that’s the case in a task based application. Remember these are custom fields. So custom fields retain the value that was last submitted. Okay? There is not additive nature to custom fields. And that is true for this [00:43:00] scenario where they’re filling out the form multiple times. And it’s also true if I go into my contact record and say update contact, and go to dog, it’s going to take this action as if I’m submitting this contact field. So if I have medium and large selected, that is now going to be on my contact record. And if I had small selected, since it’s not checked here, it’s not going to show on my contact [00:43:30] record.

So remember, a custom field, every time you fill it out, the value that you place in it is going to be the value. Okay? I got, this was all me everybody. This was not like anybody told me wrong. I just thought that, you know, just check boxes right? Just the nature of them that I can continue to check them along the way and they would just add up. They don’t. It’s whatever value is submitted, that’s the latest [00:44:00] value that they will get. Okay? If I like the check … Okay. Let me put this up Scott, so people can see. All right? So, oops, let me get you here Scott. I like the check boxes but I don’t want them to get three welcome emails if they’ve selected three products. Well that’s interesting. You could send a dynamic email. What [00:44:30] you could do, all right Scott you got me going. All right, but I just wanted to show you all this because I’m going to then show you the automation Lorraine and I worked on that I think is,  I like it. I’ll put it like that. I like it a lot.

So Scott, watch this. So let’s just, I’m going to do some poor man’s thinking here. Scott sorting.

[00:45:00] Lorraine said it’s a beautiful automation. I agree, I really liked it Lorraine and I have you to thank for it.

So let’s take this instance, oh no, no, no, no, no. Okay, for the sake of you saying maybe you want it to be multiple, right? So what we could do is this. Watch this Scott. I can’t promise you this is going to be pretty. I [00:45:30] feel like it is, but since I’m building on the fly, brace yourself. So now, at this point, they’ve subscribed to the list that they’re on. I’m not going to send an email, all right? I’m not going to send an email, yet. All right? I don’t have an automation that sends a welcome email for Product A. I don’t have an automation that sends a welcome email for Product B. And I don’t have a welcome email for Product C. An automation that does this. This [00:46:00] is what I want to do Scott. This is what I’m going to do. For Scott’s situation you usually have a different email sent based on where you are in the sorting automation, yes. Something, yes Lorraine. Watch this. So I’m going to do this. Watch this. Scott’s welcome email. [00:46:30] I’m going to have an automation here. Okay? And what I’m going to do Scott, is this. I’m going to have, I’ll use this one, thanks for purchasing. Well, they can purchase multiple products so I won’t say anything. Thanks for, and I don’t know yet your purchase so I was going to use a merge field, but we’re [00:47:00] not going to do that yet.

And essentially in here, what I can do is you can have conditional content. Right? This was a bad thing, I thought this was the other one. But essentially, you could say … I don’t know how you prioritize your products, but you … Well, actually you would need some logic to prioritize your products. If they bought Product A and C, [00:47:30] which welcome email, what do you want to tell them about? You probably just want to say, since you’ve purchased products, since I see you’ve purchased something … I wanted to use a dynamic email based on what they purchased, but I guess I need to know if they purchased A and C, what information do you want to send? Do you want to send only Product A information? Or do you want to send information on Product A and C?

Okay, [00:48:00] so while you’re doing that, I do have a way that’s going to work either way. I’ll work on it while you do that. Delete this, all right, great. And I want to delete this. [00:48:30] Okay, here we go. Scott says the problem is I’m working with a current list that have a responder email and need to keep it due to the individual cards that are out in the … okay. So, you’re saying the current list that you use already have auto- [00:49:00] responder emails attached to them and you want to allow people to be added to multiple lists, but you don’t want them to get each auto-responder? So, the work around for that would be to put your logic before they’re added to the list. Essentially you’re only going to add them to a list that you want them to get the welcome email from. So you’re [00:49:30] sorting automation, it has to be prioritized. Okay? So it’s back to what we had initially with the end automation actions. And what you’ll want to do is you’ll want to prioritize it. So if they bought Elated Desk and Amazing Something? Since Amazing Something is the first option, then it’s going to execute they’re only added to Product A and then [00:50:00] they get that email. Okay?

Now, since you have lists set up you can also do it this way. Watch this Scott. You can also use this. I would, this is kind of getting kind of loose, but I just want to show you some … Product A [00:50:30] and not in list, B, or not in list, C. Okay? So now, to get Product A, for Product A, when someone subscribes to list Product A, they can’t be in any other list. To get this email. All right? To get the welcome email. [00:51:00] And you would do this for Product C and B. B and C. All right? And what that will do is, it will allow them to receive the email. Because they can only be subscribed to one list. You’ve got erase condition here. Because they can be subscribed to two lists but you only want them to get one email. Yeah, [00:51:30] for now you’ll have to use radio buttons Scott. And as we get more details and everything and flesh it out, we can maybe move to check boxes. But radio buttons is the way to go. Yeah. It keeps it easier, the radio buttons. I’ll continue to think on it though. And if something comes up I’ll let you know. Kind of like how we worked on this one.

So [00:52:00] now I’m finishing this off, just like what I was telling you with the check boxes. Look at this automation. Like I said, this is the sibling automation to yours Scott. I think I called it Dog. Maybe I called it Dog. Ah, there it is. I maybe be biased because my high school colors were orange and blue. But, this automation is a very powerful automation. [00:52:30] And here’s why. Here’s why. Because look at this. Dog types, preview.

You’re very welcome Scott, no problem at all man. You are very welcome.

So let’s say I have these Dog sizes. All right? And there’s three, or just three options, all right? Let me go to [00:53:00] my twin brother. Contact record. Fictitious Phil is what we’ll call him. And what we’ll see is, I will go to Dog sizes, and you see how I have medium and large? What happens if I just select small? Okay? Now remember, the custom field is going to maintain the value small. Right? [00:53:30] So we’ll see Dog sizes small here, but look down here. I have large and medium tags. So I will need to remove those tags. That automation I just showed you does it so pleasantly. So I’m going to submit this. And now, if I refresh my page, you’ll see medium, large, go away to small. It didn’t add and say medium, large and small. I now am a small. Okay? Now, if I go into all Dogs, [00:54:00] and view it, look what happened everybody. This is what happened. It said, hey, do you have a small size? It says yes, so it adds the tag. Okay? Then it goes and looks and says hey, do you have a medium size? It says no, so it removes the medium tag. And then it goes and asks, hey, do you have a large size? I say no, so it removes the large tag as well. Okay?

And this automation [00:54:30] will update the tags. It mirrors the custom field. This is a mirroring, I guess if we had different types of sorting automations, this is a mirroring automation. Because it’s going to mirror whatever value is in the custom field. No matter what you put in there. I can go back to this thing everybody, and fill it out again. And instead of, I can do, what did I want to do? [00:55:00] I can do none. I can do none. And submit it. And what will happen is now, when I got to my custom field. Dog sizes. I don’t have a size. And look at here. I don’t have any tags here either, because the tags were removed. And the reason being was because I went and checked, it said small nope, so I took it off. Medium, nope, so [00:55:30] I took off the tag. Large, nope, so I took off the tag. So this automation mirrors the custom field. And it doesn’t matter what combination you have that you put in, when you submit it, the tags will reflect what you have. All right? I had to share that with you all today.

Scott, yes. You have another question. Scott thanks for being so active man. Wow. This is the first time I’ve seen you [00:56:00] on and you are racking up the questions man, good job. I love it. All right, off topic. Do more people subscribe if you don’t ask for their last name? What is the benefit of having last name if you don’t care to address them by it? There is no benefit at all to ask for information that you don’t plan on using. And I’m so glad you asked that. Because now you can have a reason to say I don’t need last name. If you’re, some people don’t even need first name. Some people never use first name in any of their emails, [00:56:30] so you shouldn’t ask for first name. I would say, the most that I would ask for starting out, is first and email. The least I would ask for is email. I very rarely, in fact, I kind of get frustrated when I have to put my last name in. But, it all depends on what people are opting in for. If I’m doing like a car insurance quote. Then I’m already in the mindset [00:57:00] of putting in all of my information. I already know I’m going to have to put in my email, you know, like all kind of stuff.

But, it really is about the value of what that person is getting and the nature of your business. If it’s an E-book, there’s no reason why you need a last name for an E-book. I can’t think of a reason why you need to address somebody by their last name, buying an E-book. Now, I’ve seen some B to B companies do it, because they need your first and last name so that they can look you up. And they have software on the backend that would [00:57:30] help identify what company you work for. Right?

Okay, what do people commonly use the last name for? So, let me put this up there. So Paul asked what do people commonly use the last name for? I honestly don’t know. I’ve never received an email, you know what, where I get a last name? Is like when I pay my bills online. It’s like Chris Davis, you’re payment has been processed, right? But I have very rarely [00:58:00] seen it be used effectively, or if at all. So I wouldn’t, well, okay, Lorraine good one.

Scott says maybe a look alike list? Well, I don’t need their last name. Lookalike audiences are all based on email addresses. That’s what Facebook is going to use, is their email address. And Lorraine has two things here. And [00:58:30] Lorraine says, asking them for more information with reason does act as a bit of a filter for people who are more interested. Yes. That’s what I was getting to. Eventually you are going to want to filter out. Like I said, the more valuable the offer is after their email, after their information submission, the more you may want up front. But like I said, if you’re not going to use the information, don’t ask for it because there may be other information that’s more pertinent to you. [00:59:00] Pertinent to you than the last name. You may want their first name, email and phone number. Okay? Maybe if you’re doing like marriage counseling and two people are filling out their information, maybe you want to ask their last name just to see if they have the same last name? Maybe that’s your first sign of uh oh, we’ve got an issue here. You’re married and don’t share the last name. I don’t know, right?

But, it depends on the business. And here’s, yeah, yeah you guys already see it. [00:59:30] Lorraine probably has the strongest example. This is hands down the strongest example. And that’s snail mail. Absolutely. Sending snail mail is a great, a great example of a time where you may use the last name. Using direct mail. Yup. And Lorraine says if I’m asking for a phone number, I’m asking for a last name. I don’t disagree with that. If you’re asking for a [01:00:00] phone number, you very well probably do need a last name because maybe you want to say Mr. Smith or Mrs. Johnson, right? Or maybe you just want to say, hello, can I speak to Scott Anderson. Because it sounds more professional. So absolutely. Absolutely. Really good answers. Really good answers.

But yeah, the end of the day, the core answer is if you need it in your marketing, don’t feel bad to ask for it. And if you don’t [01:00:30] need it, don’t feel bad for not asking for it. But whatever you ask for, please use. Nobody likes to provide information that they don’t have to. And you will have a lower fill out rate the more you ask.

So, yes, all right. Great everybody. We’re at our stopping point. I want thank you all for hanging in there with me. Scott, thank you for your questions. Lorraine, you’re questions. Katrina, thank you for the podcast. Again I will never stop thanking you for that one. And I hope [01:01:00] that you all have amazing plans for the weekend. Yes, yes Scott, you are very welcome in all caps. You’re welcome. Hope you have amazing plans for the weekend.

Let me say this, escape room … I love you Lorraine.

Yes, take some time out this weekend and walk, get some fresh air. It’s therapeutic. It [01:01:30] is therapeutic just to get some fresh air. Unplug for a little bit. Talk to somebody else about something not related to your business. And I did something this morning, I want to share with you. You know, this is going to be a bit motivational but I want to share it with you. And a bit personal. I take the train in everyday, okay? ActiveCampaign gives me a ticket, they pay for my transportation for the entire month. So on the train here in Chicago you just show them your ticket and you don’t have to pay. [01:02:00] It cost about $8 to ride the train in and $8 to ride the train back. So that’s about $16 a day, times 30 days in a month, you’re above $300 a month that I’m saving. So a value of a ticket is around $300. Okay? I say that so you can understand the value of a ticket.

Well, I was riding the train today, and somebody left their ticket on the seat. There is no way that I would have any clue who this person was. [01:02:30] Because you know, it’s like a bus right? That person has already got off. And they’re gone about their business. And now I’m in their seat, going in the opposite direction. So here I am looking at this ticket and I know the value of it. Now, I’m going to be transparent. The business Chris is always kicking in, all right? And business Chris was like oh, I could probably sell this ticket. It’s the beginning of May still, I can probably get some money for this ticket.

But, [01:03:00] the compassionate Chris was like, what are you talking about? Somebody just lost their ticket and if you lost your ticket wouldn’t you want to be able to call the transit station and say, hey, I left my ticket on this train, did somebody return it? So what I did, what I did was, I ended up going out of my way to find the conductor when I left. And I gave him the ticket and said hey, [01:03:30] somebody left this ticket on that train. The conductor looked at it, thanked me, and he looked kind of confused, well what do you want me to do with it? You know, why didn’t you just keep it? But it made me feel really good. It made me feel really good because maybe there’s a small chance, like a one percent chance this person would ever call, but what if they did? And they had their ticket? What kind of day would that have made for that person? So I say all that to say do a good deed this weekend [01:04:00] for someone.

All right, we’ve got a couple more, Charlie Brown. Yes, yes Katrina. Pay it forward. Lorraine, thank you. Yes, that’s the right thing to do. Even more so because nobody would have known, right. Right? Like we don’t just do … And this applies to business everybody, right? We don’t just do good because our customers are going to talk about us, or because our customers are watching. We want to always do good. Because it will come back. And if it doesn’t’ come back, it doesn’t [01:04:30] matter because it keeps us feeling good. And that, I don’t know if you could put a price on that, right?

All right, so Scott has a question. Scott I will answer your question. Oh one more quick one, building my form now, what is the best style of form to use statistically for a capture page. Inline simple embed, Scott. That is the combo. That’s the killer combo. Inline, simple embed. Inline form, simple [01:05:00] embed option. Yes. And take that javascript, you can paste it anywhere that receives HTML and it will go right into ActiveCampaign. You’re very welcome Scott.

Yes, so in my, harnessing my inner Charlie Brown that you all have said, thank you for attending. And thank you in advance, yes you’re welcome Scott. Oh, thank you for that feedback. [01:05:30] Lorraine. I can’t get off, you guys are making me laugh. And yes, pay it forward if you can this weekend and just do some random kind act to someone. Yes. So alright, stay safe too. Please stay safe. I’m here next week Tuesday, at 10:00 am central. Would love to see you all back on. If you would like to join me, and then again of course on Friday at 1:00 pm. [01:06:00] So, all right, signing off, have a super-duper weekend everybody.