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Office Hours – November 7, 2017

Recording of Office Hours hosted by Chris Davis on November 7, 2017.

Transcript

Chris Davis: … Katrina in Andrew’s Podcast … So that being said, let me put up the questions. Hey everybody, if I missed your question if you have asked or emailed me a question and I haven’t answered it just let me know in the chat. I try to stay fairly organized but sometimes it kind of gets away from me with all of the emails that I receive and I’m looking now … All right, it looks like I’m good, office [00:00:30] hours. I’ve got one. “I’ve got a question,” Rachel. Oh, oh, oh, Rachel was looking for the office hours for the last week, yep. “I could really use the information now if that’s possible?” Okay, I have to send that to her.

All right, so, I don’t have any email questions so the floor is open. The floor is open to all of you who are in attendance. If you have any questions please let me know in the chat below [00:01:00] and we will answer them first come first serve. I’m trying to think. “I’ve been doing a lot in the applications lately. Is there anything that stands out to me that I want to highlight?”

Not much, I’ve just been doing the regular … Oh, hey everybody, check this out. Whoops, ActiveCampaign, [00:01:30] the tip of the week is something that is worth mentioning and this one is this: Backing up Automations. Now I have this as a tip because these tips can somewhat be synonymous with hacks, but I saw on the Facebook group a while back and maybe that’s when we’ll jump into the Facebook group. I put the tip of the week … Let me put this in the chat here everybody.

[00:02:00] A lot of people, there was one individual that had their account “disappear” is how they explained it. At the end of the day, they forgot to make their payment, so the accounting did not disappear, but your account is not held if you fail to make payment. They made payment and we were able to restore it and everybody was panicking like, “Oh my gosh, how would you backup your automations? Oh, if this happens again … This is catastrophic.”

[00:02:30] Right, Katrina said amazing that’s AC’s fault. Yeah, it was a big post in the group and there was just “ActiveCampaign did this, did that,” and like I said when it all was said and done that person had forgotten to update their credit card information. But out of it came a really good question is how you backup your automations?

I created this tip and it’s from a previous blog post, but just in case you all don’t know how [00:03:00] sharing automation links work. Essentially, how to backup your automations is creating a shared link. Here’s what I mean. Look at this. If I go into any automation, let’s say this one “Day 1 no opens.” if I do this and hit “share” this link … If you could think of taking a Polaroid of your automation that’s what this link is. [00:03:30] It saves it at its current condition.

If you update this automation in the future this link will not pull in the updates nor will you be able to make any adjustments to this link. It’s frozen in time and stored. A good recommendation that I would say and look at this. It’s tplshare.com, so that means we’re storing it on our server [00:04:00] for you.

What I would highly recommend if you’re one of those people that after that post you’re just thinking, “I’m always paranoid, stuff can always go wrong. I backup everything. How can I backup my automations?” If you create a shared link it essentially works as backing up the automation. Yes, look at that, you beat me to to the punch, Katrina. Katrina says, “She creates a Google sheet for all of her clients that list out all of their automations [00:04:30] and made templates with purpose and shared link.”

Now this is huge. If you’re looking for a consultant, these are some very strong criteria that … Here, let me put this up there … That Katrina, is outlining that you should judge all consultants by because this is the type of forward thinking that’s going to help you in the long run. As [00:05:00] the business owner, you don’t need to be thinking about all of this stuff and trying to figure it out. You need to have a consultant that essentially has your back.

Yeah, now you can. Every time you build an automation, you can have that link and store it away. It’s going to store that version of that automation forever and remember it’s not tied to one account. You can import it into any other account. That tip of the week is talking about using [00:05:30] the shared link as getting multi-purpose out of that shared link and using it for a backup link as well.

It also works if you want to make an edit to your automation and you just want to store the previous version. Now we created this before we had revisions, so that’s not really the case now because when you’re editing, if you’re let’s say I want to [00:06:00] add a tag. I can always now go in here and see my history, see that? It looks like February was the last time I updated this one, but I can always restore from a previous version as well.

It’s not necessarily required if you’re changing your automation and you want to be able to get back to its original, [00:06:30] you can do that through the “revision history” of the automation. It’s more so for just like I said, backing it up in case something happens or you want to import it into another account, things of that nature.

The share link is a.k.a. “backup link” is a great tip. I was under the impression, everybody, until I did the research that if I create this share link, if I go here and hit “share” and I create this link that whenever [00:07:00] I edit this automation that shared link will pull in those edits and now I’m relieved to know that it does not. It does not. I can rest assured that I don’t have to keep some of these automations that I share because sometimes I share automations with individuals on my personal account. Now I can rest assured that I don’t necessarily have to keep those automations in my account because as long as you have the link you’re good.

All right, [00:07:30] Sherri, hey welcome back and listen no worries if you have asked a question before. If you’re still having problems, you’re in the right place, Sherri. No judgment just help here, all right? All we’re going to do is help you. Sherri has a question, so glad you asked Sherri. I’m going to split this up as I read it just so I can follow it.

“I’m trying to set up an automation using goals for call reminders and I want to be able to add new clients to the automation after the first date [00:08:00] has occurred and have them ‘flow-through’ to the next call reminder. Everything works perfectly if everyone starts the automation before the first goal date.

“However, when I add someone to the automation after it has started, they get ‘stuck’ in the first goal because the date has passed and the automation says ‘below contact’s position’ and ‘wait until conditions are met.’ That’s good. “If I sent it to “continue anyway,” oh, don’t do that. Yeah, “They’ll flow-through and they get all the emails that have already been sent prior to [00:08:30] the date reminders. What am I missing?

Actually Sherri, it sounds like you have it set up just right. The only thing that I would say … and Sherri, if you want to, if you want to go to your automation and click this button and hit “share” and grab that link and put it in the chat, I can import it into my account and we can go through it if that’s something you want to do? [00:09:00] If they’re being cued at the very first one, then there’s a good chance that the bottom goals aren’t configured or the bottom goal criteria hasn’t any goal below it. That criteria has not come to pass yet.

Remember, if it’s “Wait one day” and it’s four days beforehand, they’ll stay at that first goal until any goal below it comes true. You will see some people [00:09:30] cue there for a day or two, depending on when they come in and depending on how your goals are set up. I think I have … All right great, Devin, I see yours. I’m going to help you out as well. I think I have one in here. I think it’s this one and here’s what I mean.

This one, “30 days into the webinar,” “two weeks into the webinar.” If they come in here at “29 days [00:10:00] until the webinar,” they’re going to be cued here until two weeks. They will be cued here for two weeks because that’s how long it takes for this goal to be true. Now if they’re coming in “15 days” they will be cued here for one day because two weeks is 14 days and on the 14th day they will move down.

I’m not saying that’s the issue Sherri. You may have that going on, where you were thinking that they should just automatically go to where they’re [00:10:30] and wait. They’re going to wait here. They’re going to wait at that first goal until any goal below them, until that condition is satisfied and then they’re going to jump accordingly to that specific goal.

Do me a favor and put the share link in the chat. There it is, perfect, Sherri. We’re going to check it right now. This may be a new standard for us, right? If you have an automation that’s really racking your brain don’t spend [00:11:00] too much time on it. Come on here and let’s import it and work off of it.

All right, so let’s see what you got here Sherri and we’ll get this figured out. Devin, we’re going to get on your pipeline. I love pipelines by the way. We should get you both squared away and let’s just let this … I should probably plug in. I should hard-line in because my Wi-Fi acts a little funky. [00:11:30] Let me plug in my USB. All right, so the new my connection should kick in at any moment. There we go, good old Wi-Fi.

All right, so I’ll select my “Event Date” because you have your, of course, you have your date field. That’s fine. You could be Chris. Good job, Sherri, [00:12:00] good job. I’m already liking what you have here already did see Sherri, you took it to the next level. I see exactly what you did. You added additional messaging, so you’re not relying on just emails. You’re using text messages as well, which is a great thought on your behalf.

This is the import wizard everybody. It’s making sure that I have a custom date, since all of Sherri’s goals are dependent on a date field, it needs to know what date field to look at and it’s [00:12:30] asking for the “from name and address of the emails.” When you import in automation when it relies on specific data you need to make sure that that data is created.

If I didn’t have a custom field called “Event Date,” I would exit out the wizard, go create it then, then start it all over again. We should be done. There we go. What’s going to happen here is [00:13:00] I’m going to read to you Sherri your automation. They’re going to get this tag that says “Client, November 8th, 2017, virtual implementation date invite.” Now, they’re either getting this by registration from Event Bride or a landing page or something.

Whenever they get this tag this is started. What Sherri wants to do is saying since they can [00:13:30] register any day up until the 17th, she wants to ensure that they get the correct reminder. What’s going to happen is they’ll come in here and actually just so you know, they’ll wait for 10 minutes only if one of these goals are not true. If it’s “Day 11 and greater.” “Day 11 …”

How about we write. All right, let’s write on the screen everybody [00:14:00] because this is a really good example of understanding how the goals are. I’m going to have to pull up my hard-line, but I think Wi-Fi can bring us home. I hope Wi-Fi can do it. All right, plugging in these. The new Macbooks, they just murdered all your USB ports, so you only have two, which I don’t know. Not complaining but I’m not excited about it either. How about that? All right, let me figure out my [00:14:30] orientation, everybody. All right, there we go.

Let me get my annotation ready. Let’s use blue because it’s better than red. Red always makes it seem like we’re doing something wrong, all right, perfect. Okay, so, what will happen is this, they will wait here only if it’s 11 days or greater. That’s [00:15:00] when they will wait here. If it’s 10 days, this goal since it’s “Day 10” is going to fire and it’s going to skip the wait state. This is true.

In fact, I shouldn’t say this. I’m glad I’m writing this. I don’t want to say “11 days.” They’ll wait here if any goal condition [00:15:30] isn’t met. That’s the only time they’ll get this. They’ll get this if it’s not Day 10, if it’s not Day 5, whatever your goals are that’s the time that they will wait for 10 minutes just so you know. Now with that being said … Whoops … Now with that being said, we just check … Oh geez, let me go back to my mouse. Let me just check your configuration ” [00:16:00] Event date plus is before +10 and current.” There it is. All right, so you’re waiting until it was 6:00 a.m. 10 days before hand.

If you … Let me say, yeah that’s fine, that’s perfectly fine. Yep, that’s good, “below contact wait.” this is right. This is correct and this is … They have to wait until five days, one [00:16:30] day before and … All right, so Sherri, here’s what I’m going to do. I’m going to send field through this. I actually think this is working just fine for you, Sherri. It just may have been, you may have anticipated seeing them go further or progress sooner when they were just at the top waiting for a goal condition to be met below.

[00:17:00] I’m going to change my event date. Well here, let’s use, I’ll use your event date. Oh my gosh, 1989, what the heck is going on there? 17, what do we say? 11 and whoa, what is going on? 2017, 11/07. [00:17:30] Why is it doing this? This is so weird everybody. I’ve never seen this before. This is definitely something we’ll have to report. It says “12/31 19 … So I’ll do 11/07/2017 and that puts me in 2000 … This is so weird. I wonder why this is happening? There [00:18:00] we go, all right, I’m at least in the year of 2017.

All right, so at this point I do have the date set to that 17th of this month so let’s see what happens? Okay, Sherri said, “I have one person who is in automation at the 10 day goal and they should have gotten [00:18:30] the day before reminder this morning at 8 a.m. but didn’t go out.” Let me just add … Oh, I forgot to name this. There we go. It may be the additional time condition, Sherri, but I don’t know yet. We’re going [00:19:00] to see. Sherri, virtual … All right, so now I’m in there. Why am I in there twice? What did I do? Some strange happenings in my account.

My account is the worst one to really play with because I’ve got so many … All right, so at this point it’s 10 days. Yeah, today would be the 10th day, right? It’s 10 days before … [00:19:30] Oh, but I’m after. I think I’m after your 6 a.m. though, right? Yes, 6 a.m. LA time, which is 8 a.m. I’ll stay here until Day five at 6 a.m.

Like I said, I’ll wait here because I didn’t meet any of these goal conditions. [00:20:00] What we can do is just to make sure Sherri, I think just for testing purposes you may want to split this up and have the wait state right here. It may be easier if you were to remove this, [00:20:30] hit “save” and then right after Day 10, they would wait until … Date and time and it’s 8 a.m. because it’s 6 a.m. your time, try that. Let me make sure I did that right, [00:21:00] yeah. On Day 10, they will achieve this goal and then they will wait until 8 a.m. and they get the email.

Try doing it like that and if that doesn’t work … because you do have this set up right, Sherri. This is 100% correct. If that doesn’t work, then I would definitely open up his support ticket, but you did a great job with building this out and it should work. Be confident [00:21:30] in the work that you’ve put into this because it very much should do that but yeah, give this a try. Just spit up the goal in the time, split it into two different ones and see if that helps, which it should and let me know, Sherri, yep let me know how that works.

All right, Devin, coming to you. Devin, good to see you back. I believe [00:22:00] you were on last week? I’m trying to remember names. I think I remember seeing you. All right, “I am still stuck on moving a lead through a pipeline,” yep. “I added the automation to add a score based on email opens and the automation for link clicks,” great. “I am stuck in don’t have the recording from last week to move them through the pipeline as the lead score increases. Loved the framework for lead scores document,” [00:22:30] oh great, thank you, good, I’m glad you check that one out Devin. “Can you go over this again and adding goals to an automation?” Yes absolutely.

All right, so Devin, you have it to where add in automation to add a score based on the email opens. Devin has a lead score set up and it’s something like this. Let me make sure … Are you even here, Devin? “Devin’s Deals,” yeah. [00:23:00] Let’s see? All right, there we go. Ah, I remember, I remember. Now, whoa, that me close this out. Let’s go to the main …

All right, so what we’ll do is we’ve got a score when it says the changes, the score changes to anything above 49 and I remember this now Devin. In our previous office hours what we [00:23:30] did was we had it to where you got 50 points for your location lead score if you were in a particular geographical location, I’m pretty sure. Location, right here, see? “Geographical location of the contact,” if you were in Illinois, [00:24:00] Indiana or Wisconsin, this was an example, if you were in any of those states you got 50 points.

That means now anytime the score is above 49, which means you’re in a state of our preference this is going to fire off. Devin, just to make sure it’s clear on how to automate deals, the first step is you have to treat the deal. That’s one thing that’s not clear on here and that [00:24:30] may be what tripped you up, Devin. That may be what tripped you up and if that was confusing on my part I apologize for that. But there’s two steps to automating deals. One step is you have to create the deal and then you could use this automation to move it. Essentially, if you were using this automation and saying move from one stage to the next and you didn’t see that deal moving, it’s because we haven’t created it yet.

Now we [00:25:00] need to think of what is the criteria in which a deal is created? We could very much instead of saying “move …” Devin, do me a favor. I want to create your pipeline in my account. What are the stages that you have? Just let me know what you’re stages are because I want to … Devin’s Deals … I’m going to create a specific pipeline for you [00:25:30] so this is a … Okay, yep, no problem, I’m going to map them specifically to yours so this is a one to one and you get a great understanding of exactly how to do this.

Everybody, this is specific to ActiveCampaign. It’s very hard in other platforms to automate deals across stages. Normally in a traditional CRM or any platform you have to go into the contact record and manually [00:26:00] say “move, move, move.” You can if you prefer to do it that way, you can still do it in ActiveCampaign, but we also provide you the freedom to be able to use an automation to do that, very, very good stuff. Just so you understand the flexibility of the platform.

Remember, too, remember don’t limit stages and deals to [00:26:30] sales processes. You can use these for anything. As you see here, this is my podcast setup. That’s why I use deals and stages when I’m doing an internal podcast. Somebody who’s interested. They fill out a form, it creates a deal and then I move it over. When I move it over it says “Schedule Time Request.” It sends them an email. Once they schedule time, the deal is moved over here. Once it’s recorded, I move [00:27:00] it over here and then once it’s published, I move it over here. I manage that entire podcast.

The external podcast are handled in a different pipeline in our main account. This is my personal account. All right great, thanks Devin. We have got Devin’s stages, so let me make these. The first one is “contact made, ” [00:27:30] perfect and then the next one is if you didn’t know, this is how you change the names of your stages here “Engaged” and I’m going to add this because this is a good reminder. “Points 10 to 49” that’s a good reminder just to be able to look and see.

All right and then this is “hot lead.” [00:28:00] In fact, I’m even going to change the color to read, “Hot Lead over 49” great. Then I want to add a stage. What do we want to call this one? For “Cold,” and all right, I’m going to turn you blue for easy. [00:28:30] All right, for, great. These are the stages, all right? All, let’s change this. “Engaged” say you’re warm, yeah. You’re going away.

Now we have our stages. Now we need to determine when we want to create the deal and based on this stage set up Devin is when contact is made. When either [00:29:00] you have reached out to that individual or they have filled out a form in response to you reaching out to them that’s the point in which you want to create a deal.

This could be manual. This could be manual-like. Let’s say I’m going into my CRM and I’m judging the scores and I was saying, “Hey field …” What was Phil’s location score? [00:29:30] Zero and I say, “Hey, let me reach out to Phil,” so I go and send an email, “reach out to Phil” or maybe I call him. Not limit it just to email and I call him and I make contact and said, “Okay, I have made contact with Phil,” so I can now go here and I can select “New Deal.” I can say, “This guy is worth 3K,” and [00:30:00] I’m going to put him on the appropriate pipeline and say, “Contact is Made,” and add the deal.

Now at that point, you go to deals you see that the deal is on “Contact Made.” Now once the deal exists you can then use an automation to move them through. Now at any point when Phil’s score … Let’s go back to my automation because we [00:30:30] should see this. I keep hitting “new window” on accident, but it’s actually working out better to do it that way. Let me just do this. When the contact score changes “location.”

Here’s what we’re going to do. We’re going to go from “Devin’s Deals” and move it from “Contact Made.” It’s the new stage. We’re going to move [00:31:00] it to “Engaged when the score is above 49,” right, see? Anytime the points are in between 10 and 49 and, of course, Devin’s Deal, hit “save.” All right, so now I just need a means of getting the score above 49.

Well, that’s easy. I’m just going to create a quick one and I just want to show you this, Devin. That’s [00:31:30] all. No trigger and I’m going to “Adjust score.” Add 49 points … Oh, I’ve got “Deal Link Clicking” as the only one. How do I have … I’m [00:32:00] drawing a blank here … 49 points. Why Is “Deal Link Clicking” the only one showing? That’s how it’s set up. Oh, I think I was looking at the deals, sorry. I do CRM. Contact, there you go, I just score on the “Contact” not the CRM. “Location” I’m going to add 49 points, then never expire more right?

[00:32:30] All right, activate that, you’ll see what I’m doing to test this out. I recommend you all do something very similar when it comes to testing out your automations. Now I can go back to the personal information and what I can do, I’m going to add Phil. One thing I need to do is make sure your automation is active, Devin because I [00:33:00] don’t know if … There, see, it wasn’t active.

As soon as that automation changes the score 249, the deal should move over and it’s active. Let me just hit “Refresh” just to make sure. Oh Devin, you have given me your automation, great. I’m going to import that right after I add them here. “Devin, auto- [00:33:30] assign 49 points,” so I go through here. Now this location should “Completed.” There we go, should have 49 points here in “Location.” All right, I think I saw it, everybody. There it goes. I have 49 points and we’re just going to wait here and see …

Oh, that automation only starts [00:34:00] if it’s above the 49 points, yeah. That was my mistake. I put it right at 49. I should have added 50 points instead, which is fine. I’ll just go here. Oh, no, lead scores you can’t update. That’s a good one, that’s a good one to remember you can’t manually update a lead score, which you shouldn’t be able to because that will mess everything up. Let’s see? “Changes to Above 49 …” [00:34:30] I’m just going to add me back to this automation and that will put be at? What is that? 49+49, 98. That will have me, give me a 98. That should satisfy. This is a rough and dirty test.

All right, there we go and it happened immediately. Did you see that, right? Look, “Deal moved to the next stage” the minute those points went over 49 because if I “refresh” [00:35:00] you’ll see I should have 98 if my math is right? 98 and that’s what happened. The deal stage was updated, so if I go to “Deals” it should have automatically over as it showed on the “Contact Record.” See, it automatically moved over here.

Now, of course, I don’t have an automated … Ideally, it should have moved over to this one, but I don’t have that automation [00:35:30] set up. All right, Devin let me import yours and see what you have though. Let me know if that made sense though, Devin. You definitely want to make sure that the deal is created before you use any automation to move it. Let me see what you got?

While I’m doing that, Sherri … Okay, is it a different automation [00:36:00] for each stage in the pipeline then? Yes, yes, Devin, oh, you got it. Devin, see? The wheels are turning. It’s all making sense, yes. I recommend everybody for starting out, especially starting out, is to accompany every stage with its own automation, so every stage would have if the deal points changed from 10 to 49 put the deal on this stage. Then it says if the score changes to above 49 [00:36:30] or 50 and above or what not, add them to this stage.

Excuse me, every stage would have its own automation so yes, you’re correct, Devin, yes, absolutely. I’m going to select Devin’s pipeline now that I have it. I’m glad I made this. There we go “Next” and then “Next” and ” [00:37:00] Done.” Let me put your questions up there and Sherri, I see your question as well. I’m going to address yours, too, love the questions everybody, great questions. “How do you create at automation for expired points?”

If you want to create an automation for expired points you’re always going to use points … Where is points … [00:37:30] Scores, scores … Slow down, score changes because remember we can change it to above and below so depending on what they expire to, right? You’re giving them 49 points and the expired in 30 days, what you would do is when the location changes to be, we’ll say “below 1 point” [00:38:00] that means they’re at zero. That means they have decayed, right? The 49 points you have given them after 30 days or what not they expire so they’re back down to zero unless they took another action that bumps that location score back up.

At that point this becomes whenever that “location” score goes to zero, which is below one, whenever it goes to zero this is essentially a decay. [00:38:30] They have decayed and you want to do something. If it changes to be below 1, that does not mean they started … Everybody starts at zero so that’s no change. They would have had to have a score 1st and it changed to below zero.

The only way that it could do that is for it to decay. Does that make sense? That’s what you would do here. That means they were once hot. Maybe they were in a location [00:39:00] and they moved out or whatever the case may be. Whatever criteria that gave them 49 points has expired and those 49 points have now dissolved 20. This star trigger would catch that and say, “Hey, the score has changed. Let me see if it changed to my criteria. Did it change to be below 1? Oh, sure did. This is a decay,” fire off this automation. That’s how you wouldst set up the start [00:39:30] trigger for expiring points, Devin, yep. Let me know if you have any questions?

All right, I’m just going to add that and keep it and let me do Devin. All right, so essentially here when a “Contact enters the pipeline Devin’s Deals …” Well, let me see here? “Select pipeline …” [00:40:00] This will be a tough one, Devin. Instead of … Oh, oh, instead of using “Contact enters a pipeline,” you know what I would do? I would be a little more specific with your start trigger. I’d go back and use this one, “Deals stage changes.”

What I would do is I would select your pipeline and say when a contact moves from “Any Stage” to the “Contact [00:40:30] Made” stage. That’s how I would start this automation. When essentially they exist on “Contact Made” which is your first stage, start this automation. That’s what I would do because if you do it when they enter the pipeline “Contact …” What is this rogue line? When you have “Contact enters the pipeline that … [00:41:00] There’s four stages so any stage can trigger this automation and that’s not what we want. We don’t want any stage to be able to trigger the automation, unless that’s what you want. If you want them, it doesn’t matter what stage they start on, I’m the automation start but that just seems like it would open it up to lose control.

Instead we want to say “Hey, when we’ve made contact” or when they’re on a specific stage, start this automation [00:41:30] so that we can control what the conditions. I would imagine “Brand, Prospecting Email” is for people on the “Made Contact” stage. Correct me if I’m wrong. If we’ve made contact … Okay, great, Devin got it. If we made contact that’s the only time we want this to go out, but if we use the “Is added to the pipeline” even [00:42:00] if their first stage was on “Cold and Decaying” they would start this automation and they’d get this “Brand Prospecting Email,” which we don’t want.

I’m glad you shared this because like I said, a lot of these things I just do just from practice, so unless you all ask me, I don’t realize like, “Oh, let’s clarify that.” Yeah definitely, when you want to use a stage for a start trigger always [00:42:30] or a pipeline, you always go and do “Deal stage changes,” yep. Great, I’m glad that makes sense.

Then they’re going to get an email. You’re going to wait for a couple day.” Are they pending?” That means they have taken action on your email. If they’re, stop. If they’re not, send them another email. It’s like a reminder or what not. If they’re pending, stop. If not, send the last [00:43:00] attempt, yep it I’m assuming they get the pending tag by either moving to a new stage or you apply it saying, “Okay, they have accepted the proposal or what not.” “Pending means treating an account so that it different,” okay, oh perfect, perfect.

Look at this, Devin has a different pipeline once they have created their accounts. Once these effective, this means that he’s made contact and he was able to get the account [00:43:30] set up. Once that account has been set up we can now go and start automating the onboarding process because at that point they’re a customer and not a lead. They’re a lead in this one. That’s why he’s got “Brand Lead Automation” and then Devin probably has a customer like a brand customer automation that handles them on another pipeline, yep, perfect. Good stuff, Devin. Man, [00:44:00] wow, this is beautiful, beautiful. I love seeing pipeline use cases, really good stuff.

All right, Sherri, let me make sure I get to your question. Do you all see the level of consideration that goes into building automation? Can you imagine doing this by yourself? By saying that, I just want you to know I [00:44:30] don’t even do it by myself. I ask people, I’m always talking to people just to make sure. There are just so many considerations to take into account, even with the simple action like “Apply a Tag.” It seems so basic, right? “Apply a Tag,” but then it’s like, “Wait a minute, when you apply that tag what automation starts? Who gets this tag and who doesn’t? Do we want to remove this tag at any point?” All of these invisible considerations [00:45:00] go into what seems to be simple actions.

All right, “On the reminder automation, do I need to set a time limit on the ‘wait condition’ in order for them not to stay there for up to a day for that time to pass? If the reminders are close to the date of the event and less than a day apart, won’t that cause a problem?” I don’t think so Sherri, but we’ll see.

What? I didn’t make any [00:45:30] changes. All right, which one were be doing? This one. Look at that? I must have achieved a goal. Well yeah, it was 10 Day. Ah, this is a good example, right? It’s 10 days, so I’m here and I’m waiting until 8 a.m. You know what? This may … I’m so glad we did this. This won’t work, Sherri. [00:46:00] You know why this won’t work? Because this is actually 8 a.m. tomorrow I’m going to proceed. I’m going to proceed at 8 a.m. tomorrow. What would I say do?

Are you sending all of your emails at the same time in the morning? Are all of these goals … Nope, the time changes … So let’s think about this, let’s [00:46:30] think this through. I’m glad we did this. Did everybody, just virtual raise of hands, do you see what happened? The event date is set for the 17th. Today is the 7th, so this goal is true and it says “The 10 day reminder goal is achieved proceed,” and then I proceeded and it tells me that I need to wait until 8 a.m., but really this was anticipated to be 8 a.m. on Day 10.

[00:47:00] By removing this criteria out, actually broke it. Sherri, I go back. I backpedal and I say, “Leave it here.” We’re just going to have to work through it and figure out what it’s doing differently. All right, that’s what I thought would happen, great. “If I put a time limit on the 8 a.m. will they pass through?” All right, so let me see? [00:47:30] If we do … Sherri, good thinking. Five days, so what we could do is wait here up until 6 days, which is our next goal day plus one.

Now, all right, great thinking, listen, this is Sherri everybody. I’m literally just responding to what Sherri’s idea is at this point. [00:48:00] I have broken hers and she’s fixing it. I’m not fixing it. I’m the culprit here. Watch this, Sherri. Today, it was Day 10 for me. I’m going to wait until 8 a.m. for up to six days. If it’s before 8 a.m. at 8 a.m. I will go through and complete this. If it’s after 8 a.m. I won’t pass through. I’ll be here for six days, but guess what happens? In five days this goal is met and it pulls me out.

[00:48:30] That would be the way. We didn’t all the way break it. I just didn’t fix it. I didn’t complete it when I said “Remove it.” You’ll want to make sure that when you bring it out it waits more than the next goal, yep. Yes, so Sherri says, “I have to set it for the time longer than the next goal?” Absolutely, so let’s practice. Let’s go to this one and copy the action. [00:49:00] You guys stay there and will go into here and say … Okay, so you’ve got this one for 6 a.m. We’ll take it out and then instead, we’ll go here. This is 6 a.m., essentially PST because a.m., CST.

Then what is this? “One day before” so this is five days, so this is for days, [00:49:30] so I would wait. In fact, I could just wait up until six days, as long as it’s greater, right? Essentially, if I put this to five days it would work as well but six days is greater. If you want to be safe, you could just throw 10 days in there for every day afterwards, yep.

Okay, yep, no problem Katrina, glad to have you on, good to see you. Katrina’s taking off. If you want to just be safe instead of having it calculated, [00:50:00] by default you could just throw 30 days on there and we’ll see. We will see. I’m going to keep this up because by Friday, will it? That will be five days, yep. By Friday, we should see the five day reminder, so we will see? Sherri said, “Crossing my fingers”

Yep, it should work, Sherri, should work. Maybe it’s not the most clean, but you’ve got something coming up this week. This is [00:50:30] the safe way and what we can do is we can backtrack once the event is done, we can backtrack and figure out how to optimize it and see if there was something wrong with the platform as far as triggering the goal conditions.

I just want to say, just point out one more time Sherri, thank you for mixing your messaging. Mixed messaging is a good thing. It’s called multi-messaging marketing and [00:51:00] this is great. To start out with email and then send a text reminder. Text reminders are very effective when it comes to events, everybody. I can’t tell you how many times I’ve been out and just happened to check my email and it says, “Starting soon,” and I’m like, “Oh yeah, I forgot.” It’s a lot easier for me if I got the text.

You’d increase your chances because I’m going to pick up my phone. The open rate for a text message is 99.7%, so they will [00:51:30] mainly always see that text message and maybe they’re sitting and watching TV and they’re like, “Oh, oh yeah, I forgot I’ve registered for that,” or “Oh, I forgot the event is coming up. Let me jump on.”

With that being said, thank you everybody for your questions. Please implement everything that you learned here and come back and report. Email me, let me know. Devin, you’re very welcome. Everybody, you’re welcome, thank you more than anything for attending. Remember, this is office [00:52:00] hours every Tuesday at 10 a.m. central and every Friday at 1 p.m. central. You can come to as many as you like. I look forward to to hearing from you all with updates on how everything is working and again, yes, Sherri, you’re very welcome. I hope you have a great start of the week and hopefully, I will see you on Friday.