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Office Hours – November 17, 2017

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

Topics covered in this session:

  • How to configure the Goal action to “jump” contacts in an automation, to prevent them from receiving outdated emails
  • Using lists vs. tags to deliver multiple lead magnets
  • Best practices for building automations
  • How to automate billing with WooCommerce

Transcript

Chris Davis: Okay. So, let’s start with Jillian here. Let me see what you got, Jillian. Welcome! I don’t know … Riker says, “Can I sign up to receive blog updates via email?” Yes! Yes, Riker you can. Where’s the blog? Here. If you go … wait a minute. Where did it go? That is a good question, Riker. It used to be a pop-up.

[00:00:30] Thank you for asking that, Riker. I need to get with marketing and see what happened there. Yeah. We’ve updated the blog and they may have got lost in the mix. Alright. Great. Thank you so much for bringing that to my attention.

Let me get, Jillian. Damian … hopefully I said that right. I see your hand, I’m coming to you next. Oh, great. You found the podcast in the iTunes. Perfect. [00:01:00] Paste to match style.

So Jillian says, “I’m having issues with an automation. It’s a rolling subscription where folks come in at various times, and I want to skip emails and put them in the right area in the automation. I can do this verbally if it’s more helpful. I think my skip goal and jump goals are wrong.”

Perfect. Jillian, do me a favor. So, this is gonna help us and you may need to jump on audio … but do me a favor, go onto your account … [00:01:30] everybody we learned this, I don’t know, I think it was last week we figured out that it’s easier to do it this way … but, go onto your account, whichever automation it is that you’re using, select the share and put that link, this link right here, put it in the chat so I can import it into my account and I can work off that exact automation for you. If you could do that for me, Jillian. Yep! Great, great, great!

Let [00:02:00] me just make sure … yeah, Riker, speaking of which, just let me address that real quick. You know what? We actually had our blog, before you could sign up and get an update, it was done through RSS and … Jillian, while you get that link I’m just … there it is. Alright, never mind.

Damian, I see your hand. Don’t go anywhere. [00:02:30] I’m coming to you and I will put you on audio access in a minute and I hope I’m saying your name right.

“Everybody, don’t judge me,” Jillian said. She’s new trying to learn fast. This is a judgment free zone, Jillian. At the end of the day, we all will have learned because of your transparency, so yes.

Katrina [00:03:00] says, “We’ve all been there.” We all have to start somewhere and I bet you it’s a lot better than you’re alluding to … so, I’m giving you credit already because I know this is going to be good. So, once the emails … yep. So, I’ll change the name of all my emails … uh-huh (affirmative). This is the wizard everybody. When you import and automation, since it’s from someone else’s account, you don’t want to send the emails from their account name, so it’s just saying, hey how do you want to send these emails?

Then, lastly, [00:03:30] I think it should ask me for a custom field date for your goals. We’ll see, we’ll see. Jillian says, “I was playing with it earlier, so all my jump and skips are all different.” Okay, that’s fine. We’ll make sure it’s configured the right way for you. There we go. Alright. Last one. Oh, okay. I’m not using the custom fit.

Alright, so … [00:04:00] you’ve gotta go to … what is this Jillian? What are you doing here? You’re looping ’em back? Oh, this is like a yearly? A yearly automation. One happy hour reminder … have a good day … and then they go back to the beginning … it goes over and over every month. Okay. And maybe you’re changing the content in the emails.

Mark, you do something similar like this, right? You loop through and then change [00:04:30] the email content. Alright, so let’s look at your skip goal. Okay. So, what you’re saying is, what until the current month is November … essentially wait until it’s … oh! It’s greater than, or equal to the first. Well that would be any day? This is a tough one here, ’cause essentially this goal would fire on every day. ‘Cause [00:05:00] it’s tricky, right? ‘Cause you can argue that October 31 is greater than November 1, right? It’s just in the next year. So, yeah, that’s tricky. That’s what I’m saying. I don’t know how that would be calculated. So, are you trying …

Okay, so I need to change the date? Uh-huh (affirmative).Right, I have … so, what are you trying to do? What day do you want this … do you want it to go [00:05:30] out the first of November? Or, the first of the month? Is that the goal, Jillian? Or, are you saying, go out any day, except the first of the month? What’s the …

You know what? Here. I’m gonna give you audio control. Is that okay, Jillian? If I give you audio control and we can just talk through it real quick? Okay, alright. Let me give you audio control here. Great, great, great. What [00:06:00] do I need to do? Switch over here, and Damian, I see you as well. I’ll come to you.

Alright, Jillian, can you hear me?

Jillian: Yes.

Chris Davis: Alright. Great, I can hear you. Let’s talk through it.

Jillian: Okay. So, this is a monthly group of folks who belong to our membership and they get reminders for events that we have throughout the month.

Chris Davis: Okay.

Jillian: So, I send out one email at the beginning of the month that tells [00:06:30] them of everything that’s coming up and then on the morning of at 7 a.m., of that event they get the emails with the links to the Zoom and all that stuff.

Chris Davis: Okay. That’s this one?

Jillian: Yeah, and it goes forever and ever. Like, it’s every month. So, I go in it the last week of the month and I change the dates. So, I’ll change it to be December, and then I’ll change it … but the emails pretty much stay the same except for one.

Chris Davis: I got you. I got you. Alright, alright. Makes sense. So, at the end [00:07:00] of the month here, right? The 24th, they get this one and then they go back and wait until … well …

Jillian: The first Friday of December, yeah, ideally.

Chris Davis: You’re probably in a wait state here [crosstalk 00:07:14]

Jillian: Right.

Chris Davis: You give yourself time to come in and update it. I got it though. I got it.

Jillian: Okay.

Chris Davis: So, the first email you always want to go out on the first?

Jillian: It’s the first Friday of the month.

Chris Davis: Okay!

Jillian: I was [00:07:30] just changing the dates because the first Friday is always a different date and it didn’t seem like there was a good …

Chris Davis: Sure. And this last one is … it could be any day, right?

Jillian: It could be any day.

Chris Davis: [crosstalk 00:07:42]

Jillian: It’s either … yeah. We have events Monday, Wednesday, Friday.

Chris Davis: So, you know what you could do?

Jillian: And sometimes Tuesdays. So, yeah. I thought the date … having specific dates would be less complicated.

Chris Davis: Yeah. You could do it like this … okay … [00:08:00] I do want to do it like this. Alright, here’s what I would recommend.

Jillian: Okay.

Chris Davis: We’ll go to this goal and we’re gonna essentially say wait until the first of the month. Okay? That’s how I’m going to configure this one.

Jillian: Okay.

Chris Davis: We’re essentially going to say, it doesn’t matter what month it is … well, we’ll keep the month. That doesn’t hurt. That doesn’t hurt. Then we’ll say, is one. Okay?

Jillian: [00:08:30] Okay.

Chris Davis: So, I’m just gonna envision that they’re coming in before November at this point. They finished October and now they’re coming in, or they’re starting this automation and they’re gonna wait at this goal until it’s the first of the month.

Jillian: Right.

Chris Davis: Okay. Let me make sure I have this right. And then when the goal is below, and we will have wait until conditions are met.

Jillian: Okay.

Chris Davis: Okay? So, now they’re here [00:09:00] until the first of the month. That just helps us know it’s the next month.

Jillian: Right.

Chris Davis: Now the next thing we want to do is this. Watch this. Mark, check me on this one … and Katrina. Watch this … if I delete these and I go wait until the day current … current day of the week.

Jillian: Okay.

Chris Davis: Is Friday. Right?

Jillian: Okay.

Chris Davis: [00:09:30] Is Friday. I’m just slow walking through this. We’ll be able to optimize it later.

Jillian: I got you.

Chris Davis: So, the goal is wait until the next month has started. When the next month has started, wait until Friday.

Jillian: Right.

Chris Davis: ‘Cause it has to be the first Friday. The only thing is … well, no! This will work even if the Friday was the first of the month. Yep.

Jillian: Yeah.

Chris Davis: It would just go right through. Now they get the first Friday email, and what we could do is after the first Friday, [00:10:00] I could have another wait here that says wait until 7 a.m.

Jillian: Okay.

Chris Davis: And here’s the reason why I’m not combining them all in one, ’cause since this is a new automation … and this is just something that I kinda have found to work really well for me … in a new automation, I don’t mind having multiple steps because they give me multiple points to adjust if something’s not right.

Jillian: Gotcha. I like that.

Chris Davis: So, you can at least see the flow and say, okay, yeah, this should be going. [00:10:30] Now the question is, if they can come in at … what happens if they come in … oh yeah. That’s fine. Alright. Never mind.

Jillian: Riker thinks that the 7 a.m. condition is still in the first goal.

Chris Davis: Okay. I’ll get that.

Jillian: Yeah, and Mark, one is a weekday. So, one is Friday … only for December, but …

Chris Davis: Alright. So, let me make sure everybody’s keeping me up. This is the power of office hours every body, today. Let [00:11:00] me see. Okay, I got it. So let’s just …

Jillian: And Mark asked if they need a tag. They all get a tag when they purchase and they come in at any time. So, that’s my other issue is that they’re not moving through without getting every single email.

Chris Davis: Yes, yes, yes.

Jillian: We’ll get there though.

Chris Davis: Right. Yep.

Jillian: I’m watching.

Chris Davis: Yep. We’re getting close. So, this is just gonna handle people that come in the prior month. That’s what this …

Jillian: Or, have the continuous. [00:11:30] Right?

Chris Davis: Exactly.

Jillian: Where they’ve … okay, great.

Chris Davis: We’ll say, prior month or continuous contacts. Okay?

Jillian: Yep.

Chris Davis: So those are the only people that essentially can achieve this goal. Right?

Jillian: Okay.

Chris Davis: Next is we want this to go out … the next one is … when do you want the next one to go out. Is that the following week?

Jillian: So, they’re specific dates. So, this one was specific to November. [00:12:00] It was on November 7.

Chris Davis: I got you. Alright. So we’ll do something similar to here. We’ll just copy this one.

Jillian: How’d you do that?

Chris Davis: Yes.

Jillian: I feel like such a newb!

Chris Davis: Save you some time, right? You can grab this little arrow-icon-cursor thing and just drag it.

Jillian: I see it.

Chris Davis: You see that?

Jillian: I’ve been wondering that. Okay.

Chris Davis: Yes. Drag and drop. And then I’m gonna delete the one you have here because …

Jillian: Yes.

Chris Davis: … [00:12:30] now, we’re gonna build off this one, right?

Jillian: Okay, yeah.

Chris Davis: Now, we wait until the 7th of the month, right?

Jillian: Yep.

Chris Davis: And we’re gonna keep the condition the same, we’re just gonna change this to seven. Okay?

Jillian: Right.

Chris Davis: So, now just let me walk you through what happens at this point.

Jillian: And to complicate this, if it was the first Tuesday of the month … I could put that in there also. Is that correct?

Chris Davis: You could. You could if you wanted to.

Jillian: Okay.

Chris Davis: [00:13:00] It may get a little fuzzy …

Jillian: Gotcha. We’re good.

Chris Davis: At this point, let’s say somebody registered on the second, or came in on the second, right? What’s gonna happen? They’re gonna wait here. This is where they’re gonna be stuck. They missed the first. Right?

Jillian: Okay.

Chris Davis: So, they’re gonna wait here and guess what’s gonna happen. When the seventh comes around, they’re gonna jump down here.

Jillian: They will. Okay.

Chris Davis: You see what I’m saying? So, they’ll skip this email and that’s [00:13:30] exactly what you want to happen.

Jillian: That is what I want to happen. But, when I look at them then, they’ll be staying in that top one?

Chris Davis: There you go. Now, that could be a little confusing. It may appear as if they’re stuck and something’s broke.

Jillian: Okay.

Chris Davis: So, just be aware when you see them it could be like 800 people there and you’re like, “Oh my gosh! They’re stuck!” But …

Jillian: That’s happened.

Chris Davis: … Yeah, that number is gonna go down when one of the dates below it is true.

Jillian: Changes? When it’s true. Okay.

Chris Davis: [00:14:00] Exactly. Exactly, right? And then, just for the sake of completion here … now, on the seventh, we just want it to go out at 7 a.m., right?

Jillian: Yes.

Chris Davis: Alright. So, everybody remember this too … once you sync a contact to a time within and automation, all future communication will go out at that same time. So, you see how you have it set to wait until 7 a.m.?

Jillian: Yes.

Chris Davis: Now, every email following this wait state is [00:14:30] gonna go out at 7 a.m.

Jillian: What? Okay, that’s awesome.

Chris Davis: And if you wanted to change it, then we would just add another change and say, [crosstalk 00:14:36]

Jillian: Exactly ’cause you did that by itself up there?

Chris Davis: Well, I could have done it in here. It’s just within an automation, anytime you dictate a time, that becomes the context time for that automation.

Jillian: Okay.

Chris Davis: Whether it’s a single action, or it’s combined. Yep. And Riker, I know for a fact it’s in that automation. I don’t think it [00:15:00] goes in all automations, but I will triple check for you. I promise I’ll triple check. I haven’t … I should test it. I should test it. It’s something I should test.

You know what I do, Riker? In my scenarios … in every automation I have at least one time sync. But, I will check that for you. Yep, absolutely.

Mark, oh I missed some stuff. Mark, I think you and Jillian were talking on this one. Okay. Alright. Mark says, “If knowing where they are is important, you could tag [00:15:30] them in the [crosstalk 00:15:31]

Jillian: Just knowing that they’re going to move down is the most important.

Chris Davis: I got you. I got you.

Jillian: ‘Cause I’ve been manually moving them from the view in our … from the …

Chris Davis: Yes.

Jillian: … from the automation view in their contact, yeah.

Chris Davis: Yep. Yep. So, now we’ve got the seventh and at this point, I don’t even need … I don’t need this. I hope y’all’s application has this new update. It should by now have rolled out where this nice little animation comes [00:16:00] up at the top and everything. Hopefully, it’s live in all accounts.

So, now on the seventh, they’ll get this one, right?

Jillian: Yes.

Chris Davis: And we can keep doing this. Just drag it, right copy it …

Jillian: Right there.

Chris Davis: … and do it for everyday of the week.

Jillian: That’s what I need to do.

Chris Davis: Right? And now so, the two things here is that yes, there will be a number here. When you go in, don’t be afraid.

Jillian: Right.

Chris Davis: When one of these goals are achieved, they’ll go on. And [00:16:30] one other thing I’d recommend, Jillian … is, I think it may be better for you to have 12 of these.

Jillian: Twelve?

Chris Davis: One for each month.

Jillian: I knew you were gonna say that.

Chris Davis: Instead of looping around. Because ideally, it’s the same amount of work, right? It’s just, you can do it all at once and not have to go in every month and do it.

Jillian: Well, I’m gonna … because [00:17:00] sometimes the dates change depending on when the gals have Spring Break and stuff, so …

Chris Davis: Okay.

Jillian: I do it at the end of the month for them, but I can just duplicate this and redo it, right?

Chris Davis: Absolutely. Absolutely.

Jillian: ‘Cause I already duplicated it for December and I just need to trash that one.

Chris Davis: There you go.

Jillian: Okay.

Chris Davis: There you go.

Jillian: And now I know how to copy it, Mark, you’re right. It’s so much easier.

Chris Davis: Yes.

Jillian: Can you … can you scroll back up for me …

Chris Davis: Yes.

Jillian: … and tell me one more thing, though?

Chris Davis: Yes.

Jillian: Go down a little bit. We put this goal, this skip [00:17:30] goal, does that still stay in there underneath?

Chris Davis: No, these would all change.

Jillian: I remove all those, right?

Chris Davis: Yeah. You know what I would do? I would remove … let me … I’m gonna share this with you.

Jillian: Okay, cool.

Chris Davis: And what I would recommend, just remove all your skip goals and then just build off the previous goal that I have.

Jillian: Build off those wait goals?

Chris Davis: Yep. Copy it, hit okay [crosstalk 00:17:54]

Jillian: Okay. And then change the date.

Chris Davis: There you go. And change the date. For the sake of [00:18:00] this, I’m just gonna say the 14th,

Jillian: Right.

Chris Davis: Go in here. Change it to the 14th and then hit save. And then at that point, it’s already configured correctly, and you can go down here delete the skip goal …

Jillian: Yeah.

Chris Davis: … and delete the wait.

Jillian: Okay, great.

Chris Davis: And it will just be the email.

Jillian: This is so much easier.

Chris Davis: Yep. There it is. So, yeah … and the one thing to look out for, the one race condition [00:18:30] you have here, is just make sure after this last email goes out, you give yourself some time. Alright?
Just for now, I’m gonna put three days in there.

Jillian: Okay.

Chris Davis: And here’s what I would say …

Jillian: So, if I don’t get to it, it gives me a couple days?

Chris Davis: Yeah.

Jillian: Okay.

Chris Davis: It gives you a little buffer. And you can do something like this too. Send yourself a notification that says, “Hey, you have three days to update the automation …”

Jillian: That’s what [00:19:00] Mark just said in the chat.

Chris Davis: See? There it is. I should’ve known Mark … that’s why I like having Mark on. So, yeah. So, that way it’s fool proof, and guess what, Jillian. Speaking of virtual assistants in the podcast, at any point it may not be you doing it.

Jillian: Right.

Chris Davis: Right?

Jillian: Well, I’m the, I’m the …

Chris Davis: You are the BA?

Jillian: I’m not, I don’t call myself a BA. I won’t.

Chris Davis: Okay. You’re the OBM?

Jillian: Yeah. I’m [00:19:30] the strategic planner and the … yeah.

Chris Davis: Okay. Fair enough.

Jillian: This falls in my neighborhood.

Chris Davis: Yeah. So you may have somebody on your team that’s doing it, that you walk through and then they can get [crosstalk 00:19:42]

Jillian: Exactly. Exactly. So, in the conditions and work flow here at the go to another action, so what I’m actually going to do is go to next automation and do December, January, February, right?

Chris Davis: There you go.

Jillian: Okay.

Chris Davis: There you go. Yep.

Jillian: Alright.

Chris Davis: You’ll just slow walk ’em through the entire year.

Jillian: [00:20:00] Okay.

Chris Davis: Yep.

Jillian: Awesome.

Chris Davis: [crosstalk 00:20:04] Update for the next month. Okay. Just received the last email for the month. Make sure you go and update the automation. What’s this called? I’ll say, month …

Jillian: BBCAR series.

Chris Davis: BBCAR [00:20:30] series. Oops.

Jillian: Awesome.

Chris Davis: You have three days …

Jillian: [crosstalk 00:20:40]

Chris Davis: How about that? Alright! Great! So, let me share this out and let me put your name on it, so I can remember whose it was. Great. Jillian, thank you so much. This was a great exercise to walk through.

Glad I could help. Share [00:21:00] it. Gonna copy this and paste it. I’m putting it in the chat now, Jillian.

Jillian: Thank you! Awesome! And then I just import it to mine?

Chris Davis: Yes. Exactly.

Jillian: Okay.

Chris Davis: Did I spell that right? There you go.

Jillian: Thank you so much.

Chris Davis: Yes. No problem at all. I appreciate the question, Jillian. I’m glad I could help.

Jillian: Me too!

Chris Davis: [00:21:30] Alright, I’m gonna move you back to an attendee and I’m going to go to Damian. He’s got his hand up.

Jillian: Okay.

Chris Davis: Okay.

Jillian: Thank you, Chris!

Chris Davis: Yes! No problem at all. Great, great, great. Starting off Friday nice and strong. Damian, Damian. Wish I could say it right.

Alright. Coming your way, D. How about that? Can’t mess that up. Alright, you’re unmuted. Say it again!

Damian: Can you hear me?

Chris Davis: [00:22:00] I can hear you.

Damian: Alright. So … please forgive my bad English, my second language, my third language. So …

Chris Davis: Oh, wow.

Damian: … I will try my best. So, what I want is to get a more clear understanding what best practices are in regard to handling lists versus tags …

Chris Davis: [00:22:30] Yes.

Damian: … and how they relate. And I could tell you my background for that.

Chris Davis: Okay.

Damian: I have many lead magnets because I’m an author and almost every book that I put out has like, an automation and an opt-in related to it. So, people come in through various points on my website …

Chris Davis: Yep.

Damian: … opt-in forms. Now they are [00:23:00] five, four, but they will get much more because I also want to do a membership and courses and stuff.

Chris Davis: Nice.

Damian: So, I thought by myself that the best thing to do is to have one list and have the different lead magnets be starting points for automations and tags.

Chris Davis: Yes.

Damian: So, I built four automations and [00:23:30] had starting points with submit form, but then I ran into the problem that when somebody had opted in by double opt-in …

Chris Davis: Yes.

Damian: … and the API called from Stripe [inaudible 00:23:50], a third part plug-in, then when they read the second book and tried to sign up for the second [00:24:00] automation, then the system didn’t take them in, and they didn’t get automation, they didn’t get tagged because the system said they are already subscribed.

So, I wrote to support and the end of story is that now the double opt-in is tweaking the API call, so that it actually will be possible, what my set-up is. So [00:24:30] that I have one list …

Chris Davis: That it will resubmit the form, even though they’re already on the list instead of saying you are already subscribed.

Damian: Yes. They will tweak the API call, and it will take a few weeks they say …

Chris Davis: Yes.

Damian: … because of holidays and so on. And in the meanwhile, I got doubtful whether my set-up is actually the best, or my thinking is actually good. My thinking was [00:25:00] when I have them on one list and they unsubscribe, then I don’t have to check out whether … don’t have to set up an automation and unsubscribe them from everything … so I will have a link that says “unsubscribe from everything,” and they click unsubscribe and they unsubscribe from the list and it’s most easy thing. That’s what I thought was one advantage [00:25:30] of having them on one list.

Also, I thought it’s maybe better for me to have an overview. But, I come from [inaudible 00:25:38] I just recently import my stuff, so I’m not accustomed yet, I don’t have the ActiveCampaign thinking in my head … or, [crosstalk 00:25:49]

Chris Davis: Yeah. Yeah.

Damian: So …

Chris Davis: Let me help you out.

Damian: Yeah.

Chris Davis: First off, the transition that every user has to make from MailChimp [00:26:00] to ActiveCampaign is going from thinking of mailing lists, to mailing contacts. Right? That’s the first big one. That’s where the question comes, do I use lists versus tags. Because the MailChimp, and any email marketing platform, it’s all about the lists. If a contact is on three lists and you email all three of those lists, it’s not like MailChimp is smart enough to say, “Hey! Wait a minute! This contact may receive the same email three times!”

Damian: Exactly.

Chris Davis: They’re just saying, “You’re emailing a list, therefore the list is just going to blindly [00:26:30] send it to everybody that’s on there, right?

Damian: Exactly. That was one of the reason why I changed to ActiveCampaign.

Chris Davis: Yes, very common reason. Now in ActiveCampaign you can have multiple lists, but ActiveCampaign focuses on the contacts. It says, “Hey, wait a minute! I see you’re on three lists, but you’re one contact. One email for you.” Right?

So, in that, it also changes how we manage the contacts now because we can be more individual and give them the attention that they need. Lists are really [00:27:00] good for broad messaging of the same type. We call them message types in ActiveCampaign. So, for you since all of your messaging is around your books, that’s one type of message.

Damian: Mm-hmm (affirmative).

Chris Davis: You see what I’m saying? It’d be different if you had books, and then you had a clothing line that went along with your books. Those are two different types of messages. That would necessitate a second list, right?

Damian: Mm-hmm (affirmative)

Chris Davis: So, now since our messaging is the same for all of our offerings, [00:27:30] you as an author and all that you write about, you have one list. Now, we can start using tags to further define the type of messaging they receive on that list.

Damian: So, it’s actually good that I put everybody on one list.

Chris Davis: It is very good, and what you can do in the meantime, why the developers are working on the form, I believe in Thrive, you can set it to where a tag starts on automation.

Damian: I know, but it [00:28:00] seems that it doesn’t go through. So, even if I put the tag on the Stripe [inaudible 00:28:09] form, ActiveCampaign says, before they actually get the tag in, it says “No. You are already subscribed,” and we don’t do the double opt-in and stuff, so no … they don’t manage it … they don’t …

Chris Davis: [crosstalk 00:28:27] It shouldn’t happen that way because the double opt- [00:28:30] in in ActiveCampaign is only at the form level. It’s not actually at the list level. So, like here, if you go to a form, this is the only place where you can enable double opt-in. If I go … it doesn’t matter … any form, any type, and you see right here? Under the form action subscribe? That’s where double opt-in is. So, somebody can be added directly to a list, even with this on, if they don’t fill out the form they won’t get the double opt-in.

So, [00:29:00] you may have to just try a different tag … like, create a new tag. And then reset the API and Thrive card in your Word Press an then use that tag and see if they’re added. ‘Cause it shouldn’t matter that they’re already on the list. Yeah. That should work for you. I mean you’re on the right track.

Am I saying your name right?

Damian: Yes, totally.

Chris Davis: Okay. Alright. Just making sure. It sounds like you’re definitely doing things right. But I would just say, [00:29:30] in that, right now, use tags as the start trigger of all of your automations now.

Damian: Mm-hmm (affirmative)

Chris Davis: In a perfect world, if the submit a form did work without the developer’s help, you’d be fine doing that too. You would just want to make sure that if you wanted them to be able to go in multiple times, right? Like if you wanted them to be able to get the lead magnet emails [00:30:00] every time they fill out a form, it would be submits a form and you’d just have to make sure that this is set to multiple times.

Damian: Mm-hmm (affirmative)

Chris Davis: Instead of once. ‘Cause if it’s set to once, that will prevent them from coming through again as well. Yep. So there’s a few check points there. But, yeah, definitely use tags. I think you’re spot on with the one list with all your books and then use your tags per book offering.

Damian: Yeah, okay. I think I got this right now. [00:30:30] Well, okay. Can I have one more question?

Chris Davis: Sure. Go ahead.

Damian: Not related. I’m playing with … no, not I’m playing. I’m planning to build a membership and I’m looking at this ActiveMember 360 I think [00:31:00] it’s called.

Chris Davis: Yep.

Damian: Is there any recommendation for that, or against that … or … you keep quiet about that?

Chris Davis: No, no. I have recommendations. So, here’s what I would say. Which membership plug-in you choose is going to rely on how much development expertise you have, or have access to.

Damian: Mm-hmm (affirmative)

Chris Davis: [00:31:30] Okay? So a platform like ActiveMember 360, or Memberium, or even WP Fusion, you’re going to have to have some development skills. And I don’t mean like coding. You don’t need to code anything, but there’s some configuration on your Word Press site that you need to be able to do.

So, it’s a lot more hands-on. Okay? Now, if you want it to be a little more hands-off, you have platforms like Thinkific and Teachable.

Damian: Mm-hmm (affirmative)

Chris Davis: Right? Those are platforms [00:32:00] that you can go in, plug all you content in, and then hook up Zapier to send the information back and forth.

My preference … I’m just gonna say this, Damian … we have, Mark and Katrina, correct me if I’m wrong … I’m not sure if … yes! Katrina said Member Vault too. I’m not sure if you two do implementation, but I would highly recommend going the ActiveMember 360 [00:32:30] route, or the Memberium route. If you can get a sound implementer because that’s going to give you the most flexibility. I’m thinking [crosstalk 00:32:38]

Damian: I have the impression there’s more integrated, this Active Companion.

Chris Davis: Yeah. ‘Cause I’m thinking about you. You have multiple books, so they could have access to this membership course, right? Or this membership site and then based on the product tags that are on their product record, they could see what other [00:33:00] books they don’t have.

Damian: Mm-hmm (affirmative)

Chris Davis: Right? So, it can serve as a self up-selling entity, is what I like to call them. Where somebody can log in one place and see, “Oh! I want to try that out.” And now you don’t have to rely so heavily on emails, right? “Hey! This is new!” And, you know.

Damian: Mostly I want to have courses that are very interactive, like only giving them content if they have actually responded [00:33:30] to the content before …

Chris Davis: Yes.

Damian: … tracking what they are actually doing, responding to that. So, I wanted very experiential for the people.

Chris Davis: Yeah.

Damian: And very interactive.

Chris Davis: Yeah. Yep. You’re thinking the right way, Damian. The only thing that you’re just gonna need a sound implementer. If you have somebody that can implement that for you …

Damian: The thing is, I don’t have a big budget. I will have to learn how to configure it myself.

Chris Davis: Alright. [00:34:00] Okay.

Damian: It’s not coding, but like …

Chris Davis: Yeah. It’s not coding.

Damian: Okay. I think I can learn [crosstalk 00:34:08]

Chris Davis: Yeah. So here’s where I would start Damian. Both ActiveMember 360 and Memberium have Facebook groups. I would join those. Yep. And, like I said, as far as which one is better than the other, it’s … you know. It’s a toss of the coin. You know?

Damian: Yeah.

Chris Davis: They do the same thing. So …

Damian: Okay.

Chris Davis: Yep.

Damian: You helped [00:34:30] me a lot. Thank you.

Chris Davis: Yes, no problem and don’t forget Member Vault again … thank you for reminding me Katrina.

Here’s what I would say, Damian. Look into Member Vault, ActiveMember 360, and Memberium and engage with them and see which one offers the most help. That’s the one I would go with for you.

Damian: Yeah.

Chris Davis: Yep.

Damian: Okay.

Chris Davis: Alright.

Damian: Thanks a lot!

Chris Davis: Yes, no problem. [00:35:00] Good to see you again!

Damian: Thank you. Bye-bye.

Chris Davis: Yep. Have a good one.

Damian: You too. Bye.

Chris Davis: Alright. Great questions on a Friday. Hi! Jillian, I see you. Alright. Yep. I have … we have an open session right now. I don’t have many, oh, I don’t have any questions via email. So, you all can fire off whatever’s on your mind.
Alright. [00:35:30] My question is that, is the dashboard the only view the widgets are available. My folks are coming from … yep! Infusion software we could add tags to the dash and show the membership and sales.

Yeah. I know exactly what you mean Jillian. I know 100% what you mean. Yes. As of right now … I’ll just preface that, as of right now … yes. That is the … [00:36:00] yeah, that is. This is where all the widgets are for now. That’s all I can say. Yep, for now it’s right here.

Jillian, what a lot of our users in the community … community.activecampaign.com, what a lot of them have done is they have it set up to where data is exporting out. You know like, they’re using web hooks and just sending it out to like a Google Drive. [00:36:30] And then they’ve got a dashboard set up there where it just kinda auto-populates based on formulas. And in fact, marketing is working on getting some pre-made dashboards just for that case. So, nobody has to start from scratch, so … but, yeah. For now, yeah … I know exactly what you’re saying, Jillian, and our dashboard will be updating. I’ll say that. I don’t know when. Let me get myself [00:37:00] out of trouble and say, I don’t know when! But, there are updates to the app, and just in general coming.

All right. Yep, yep. No problem, Jillian. Let me see. Mark, I think I saw you have … alright. There we go. Let me get here. Mark, good old Mark. Mark B.

All right, let’s talk about some best [00:37:30] tips, short cuts, and approach to creating automations. Yes! Well you know what? Mark, get out of my head man! Listen, I don’t always give you permission to be in my thoughts. We’re actually publishing today a guide. The guide is called, “How to Build Modular Automations.” So, when we talk about the best tips and short cuts, I’ll give you all the quick bird’s eye view of [00:38:00] this guide and please make sure that you take a peek at it later on today when it publishes. But, ideally I am of internally as a company, we want you all to build automations as functions. That’s the best way to describe them. Other words have been used, like “modular.” Instead of having one big master automation, it’s better to look at that automation and say, okay what functions [00:38:30] is this master automation performing. If there’s three functions that that major automation is performing, let’s break that up and build three separate automations.

I know it may seem like, “Oh my gosh! I’ll have to many automations!” I mean look at this, I have 266 automations in my account. One, you have unlimited automations. Two is you can make use of labels. Okay? So, use your labels. These are tips and best practices about creating automations. Use your labels [00:39:00] to organize automations, or to group automations. Jillian says she loves labels. I don’t know if I would be able to say I would be able to operate this application without labels honestly.

Some people use labels for their funnel. Right? So, if they have a … let’s take Damian. If he has a funnel for getting star- yep, no problem, Riker. I’ll still answer your question Riker and you can just watch it on the replay, alright? But have a good one.

[00:39:30] Like, Damian is serving authors. Appreciate it, man. Damian is marketing to authors … no he’s serving his audience that enjoys his writing. In that sense, he could have labels for every book, right? ‘Cause every book is gonna have its own follow-up sequence. And then, as you see here, you can combine labels. So, [00:40:00] this one is both part of my internal podcast interview and external podcast interview sequence. Right? So, labels are really going to be what helps your organize as you start building more and more modular.

But, another too is, and this is similar to what Jillian was doing. I think all of Jillian’s goals fit in her automation. But, there are gonna be times when you have multiple goals. When you start putting multiple goals and they’re not [00:40:30] skipping like Jillian’s are. Like if you’re saying, “Hey, they can achieve this or this.” That’s another telltale sign like, “Maybe I’m performing two functions here.” Right? A lot of times I hear people ask, how do I insert somebody at a specific place in an automation. Well, it’s a lot easier to do if the automations are broken up by function. Because, a lot of times when we say that, “How can I enter somebody at a certain spot?” It’s really saying, “I want them to start [00:41:00] at this function.” That’s the technical way. People don’t talk like that, but that’s what they’re saying. Alright? If they’ve got ten things going on, they’re like, “How do I get them to start at number 7? I don’t need them to do one through six.” If those were broken up into steps, into functions and separate automations, all they would have to do is go to the contact record and add them to that automation.

So, one last thing, the reason why you want to do this as well … we’re making it easier and easier for you to link your automations. [00:41:30] So here, if I go to start an automation and maybe it’s this one … now, I can go to the first automation, hover over it, and look. You see that shortcut. This will take me to the next, this automation that I’m linking to. Right here. And I’m in it. If I want to go back, I just hit “back.” But, we’re making it easier and easier to get through the entire … so if there’s ten of them, you can just say, “Okay, this is one, let me go to two.” Just click there. [00:42:00] Right? Then in two, it will link to another one. And that way you’re not going back to the automation searching and finding, so it really make sense to build them more modular and functional. Yeah.

Mark says, “The natural tendency when you start is to put everything into one big automation.” Absolutely. Especially … Jillian I was gonna say that. Especially if you’ve come from certain platforms. Yep. [00:42:30] You will put them all in one. Jillian, I will tell you I had to do that same transition and do the same type of deprogramming. But, now, this way is superior, I felt, because I could go into any marketing automation platform and build functional like this, whereas the other way would only work in certain automations. Building one grand automation only really worked in certain platforms that were built like that.

So, this [00:43:00] is most definitely the best way to approach it in any case. Any time I’ve had to … they shall remain nameless, jump into another platform … just by nature I find myself breaking things up into functions. Yep. For that very reason. Yep. Great, great, great.

Let me, get Riker’s question. Where was it? Here we go. [00:43:30] Riker had a question here. I love unique names. There we go. He says, “Can you automate removing tags via the Woocommerce deep data integration?” And he’s got like year goals. Let me get this over here. This was the follow-up portion to that. [00:44:00] You know, for instance, “If a customer cancels their subscription, remove tag X.”

So, this is essentially billing automation, right? This is billing automation that allows you to add and remove tags based on the status of their billing. Alright? Now, as far as the deep data integration, the deep data integration is one way. That’s gonna pass information from Woocommerce to [00:44:30] Active Campaign. That’s purchase data at that. So, it’s good to clarify that. Purchase data comes from … and all of our deep data integrations come from the platform into Active Campaign. Alright? If you would like to get billing information in there, there’s two ways. Specific to Woocommerce, you have Woocommerce … I think this is it, subscriptions. [00:45:00] I think this is what it’s called. This is it.

Wait a minute. Is this the one? No, no, no, no, no. I’m sorry. This is not the one. I think it’s Woo … Woo something. What is it? Woo Curve, or Woo something. Does anybody know? It was Woo something, it’s a plugin that removes tags. It’s exactly what Riker is asking. It’s Woo something. What if I [00:45:30] do Woo Active Campaign? Active Woo. There it is! Alright, good job with your [inaudible 00:45:37]. You will want to do a plugin like this, Riker. $79.00 a year and what this will allow you to do, you can see in here, is when someone … when their credit card fails or they don’t make payment, you can have a tag removed, or you can add them to an automation. ‘Cause maybe you don’t want to [00:46:00] remove the tag yet. Maybe you just want to send them an email and say, “Hey! Your credit card didn’t go through. In a couple days you’ll lose access. Click here to update your card, or click here to make a payment.” Right? You’ll want to attempt to save the sale, in a sense. So Active Woo, try that out for removing the tags when someone cancels their subscription, or does any action relative to their [00:46:30] billing. Yep.

All right! Great, great, great! And here, let me put this in the chat just in case you all want to easily link to it. Mark says, “Is there a way to get the new Live updates sooner?” Yes. If you all … well, I don’t know if you can be added. Mark, you should be added honestly, you should be on the beta list. We have a beta list of accounts that get the updates maybe a [00:47:00] week or so beforehand, but other than that some updates don’t go live early to any accounts. So, it really depends. But, Mark, your account since you sent me your email, you should be getting the updates. You should be on the beta team for that. Yep. You’re not? Okay. I’ll double-check. I’ll double-check for you, Mark. I thought that happened.

Alright. Let me see. Let me make sure I didn’t miss anything. [00:47:30] Listen everybody. We got five minutes here. If you have any questions … I see some new folks. I will not call you out. I will not call your name. I don’t want to embarrass you, but I do see some new folks. I would love to … if you have a question of any sort, feel free to ask. We have a full house today on Friday. I think you all for hanging in there with me.

Hey, last … you know what? In these last five minutes … I can’t remember who it was [00:48:00] who had the … remember that automation we were working through where it was like a yearly automation? I can’t remember who had that. Are they on? Susan, was that you? I can’t remember.

Oh! Susan, it was you! Great! I saved this. I made some notes when we … I didn’t get a chance to play around, but look I saved some notes for you. [inaudible 00:48:27] And … [00:48:30] oh my goodness. I figured this out. So let me share this with you real quick, Susan. ‘Cause this may help. I was thinking, “How did I do it?” ‘Cause I have it done to where I can send out that last message and they click a link and they can go back. Well, guess what! The reason why mine worked in a more clean fashion is because my entry [00:49:00] point was singular. So, imagine this, Susan. I didn’t necessary treat them … here’s my notes, “The entry point must be the same for all contacts for the reset to work efficiently. Remove the name of the month and treat it as month one, month two, month three.”

So, here’s what I did. I started out and launched. Right, Susan? I started out, launched, and let’s just say, I had June. I launched in June. [00:49:30] I treated June as month one, every single contact came in at month one. And then, even if I’m in July, right? The people who are in June are in July with me, but guess what. All the new contacts are being added to month one. Okay? That’s why I said kinda remove June, July, August and just treat them as month one, two, and three. So, everybody started at month one.

So, what did that allow me to do, Susan? That allowed me to control when [00:50:00] everybody ends, because it started getting complicated. I was thinking like, “Aw, man. We gotta have a counter to count up for twelve months and then …” you know, it was just so dynamic. It would be possible to do, but it would be a beast to just have maintenance of. Right? But, if you make the entry point singular to month one, and the good thing is you don’t have dates in there anyway, so it’s not like, “Hey! Welcome to [00:50:30] the first month in June,” and here we’re in July. You don’t have any of that, so this should work for you. Just starting everybody out at month one. I think that month one for you is May.

So, you’ve got May until now going … yeah, yeah. And let me know, Susan. Let me know. Because, like I said, if everyone starts at month one, then you can confidently at the end of month twelve send that email out and say, “Hey would you like to keep getting these? [00:51:00] Click here.” What will happen is, when they click there they will just go back and start at month one. Then they’ll automatically be able to go through that thing as many years as they want to, ’cause I would imagine they most definitely want to. Especially if it’s motivational uplifting videos that you’re sending daily.

So, yeah, I did put some thought into it. When I looked at what I was doing, that was the main difference. The complication was when we allows them to come in at any point, [00:51:30] which is fine if that’s how you were doing it live, but when you turn it evergreen, if you make that entry point singular you’ll be able to control month twelve, and easily send out that email to get them to restart. Yep.

Great! Hey listen, Susan, you’re very welcome. Thank you for bringing it up. It was one of those that just had me scratching my head and those are always good when we figure these things out together. Together. We did this together.

So, I appreciate you all. Mark, I see both of your accounts. Let me … [00:52:00] hold on. Let me copy and paste these. Bear with me one second. Paste this. Alright, I got it pasted in my … yep! No problem, Mark. With that, we are at our end time. Everybody, I want to give a huge thank you for all of you for attending, participating, whether silent, in chat, audio, any way. Thank you for attending. You all make Office [00:52:30] Hours great. I promise you, I’m just speaking to a microphone without you all. It is you all that make the magic happen, so I’m very appreciative of each and every one of you.

Remember, yes, yes. Oh! You’re very welcome. Thank you, thank you, Jillian. I look forward to seeing you come back. And that’s what I was saying, too. You can attend as many of these as you like. We do this Tuesday at 10:00. 10 a.m. and Friday at 1 p.m. every week. Except next week everyone! Next week, remember, it’s Thanksgiving in [00:53:00] the U.S. So, that Friday we will not be here. You can’t register for that Friday anyway, but it’s just worth saying.

But, yes attend these as many times as you all need to get the clarity that you need to move at the speed that you desire in Active Campaign. So, with that, you all have a great weekend. A great safe weekend. Mark said … A great safe weekend. Do something [00:53:30] amazing outside of your business, so that you can kind of unplug. I just learned that when you unplug, you come back and you’re just that much better for your business. Everybody, let’s just keep growing. Let’s keep challenging ourselves to think bigger, do bigger, and just really make the biggest impact that we can with our businesses.

So, with that being said … everybody, Tuesday! Tuesday I will see you, have a great weekend and thank you again.