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Office Hours – October 10, 2017

Recording of Office Hours hosted by Chris Davis on October 10, 2017.

Transcript

Chris Davis: Alright, I’m gonna promote you to panelist. And you should get a notification, and you should be able to speak your question to me. Let me unmute you. Alright, how about now?

Jun: Cool. Awesome. Hi, how you doing Chris?

Chris Davis: I’m great. I can hear you, so all is well. How do you pronounce your name?

Jun: June, just like the month.

Chris Davis: Jun. Okay, great. How you doing?

Jun: I’m [00:00:30] good, man. I’m good. Thanks for having us. This is awesome.

Chris Davis: Yeah, no problem at all.

Jun: Alright, so I have a few questions, but I’ll start with the easiest one. You know how you could create a float bar with ActiveCampaign?

Chris Davis: Yes.

Jun: Can you … you know, it’s too thick for my website. Is there any possible way where we could narrow it a little further? If that makes sense.

Chris Davis: Yeah. [00:01:00] Lemme show you. Everybody, what Jun is talking about is, if you have a plan above the light plan, you’ll be able to create a form.

Jun: Yes, there you go.

Chris Davis: Jun…Floating. And you can do this. Ahh, the website URL. I need a URL that I have access to. For now, I think I have mastering … [00:01:30] marketing automation dot com. I believe I have that.

Jun: Even if … okay, never mind.

Chris Davis: Yup, so the most important part is this, Jun. After you’ve created it and you all see that we’ve selected our floating bar … come on internet, you can do it. You can do it. I promise you can do it.

Jun: Should I, is it slow? Should I just turn down my video? Here.

Chris Davis: No, it’s my wifi. [00:02:00] Alright, so here’s what you can do. You said you wanna make it thicker or thinner?

Jun: Thinner.

Chris Davis: Thinner. So I would go to style. Have you tried the CSS?

Jun: Oh, okay.

Chris Davis: Yup. Do that. And then select, can I select, it’s gonna give me … I can’t select the whole bar.

Jun: Yeah, the bar.

Chris Davis: Interesting. Hmm. So what we can do, do you have it up on [00:02:30] one of your websites right now?

Jun: I do not.

Chris Davis: Okay. Here, let me do this. Go ahead.

Jun: No, I don’t right now.

Chris Davis: Alright, that’s fine. Here. I think I can get this up on my website fairly efficiently. This is the one we’ve been using for Office Hours.

Jun: So much for starting with the easiest one, huh?

Chris Davis: That’s what I warned everybody. [00:03:00] All questions are equally … because you just never know, right? You never know.

Jun: You know, as I think of this, because I think this has more doing, I think the other question I have would probably be easier, like, okay, this is how you do it.

Chris Davis: Okay. We’ll try. Let me see. I don’t, what is this? I don’t even know what theme this is. I’ve been, oh my gosh. Where am I? I don’t know where I’m [00:03:30] at. Alright, let’s change this theme. It looks really weird. How about good old Beaver? Beaver works.

Everybody, we’re here. And in fact, this is a good tutorial on how to get that floating bar installed. You need a website where you can access the header and footer of your website, so here I can do … I’m a put it in the footer. [00:04:00] Oh, I do have ActiveCampaign tracking, so let me put it right next to it. Alright, save and publish.

Now I should see it. So this is what … I’ve not tested this, Jun, so we’ll see.

Jun: Ooh, okay.

Chris Davis: But I’m pretty sure … let me go into it incognito. Alright. I may have done this right. Not yet. This is a good test for me. [00:04:30] Where do I wanna put this? Oh, of course.

Jun: Yeah, [inaudible 00:04:37] front page.

Chris Davis: Yeah. I did it all wrong. That’s funny.

Jun: I actually tested it, I put it in on my website, but I just didn’t know how to adjust it.

Chris Davis: Yeah. This is, I’m thinking we can do it this way.

Jun: I hope so.

Chris Davis: We’ll see. Where’s my homepage? Draft, draft, draft. Oh, [00:05:00] I don’t have one. Okay, cool.
So we’ll create one.

Jun: Classic.

Chris Davis: Hello.

Jun: Or the front page, or whatever you wanna call it.

Chris Davis: Yeah, there we go. Alright.

So now, I think I go to reading, and set that as my homepage. Little lesson in WordPress [00:05:30] here, everybody. And now, now the magic should be there.

Jun: It should be there.

Chris Davis: There it is. Alright.

Jun: There we go. [crosstalk 00:05:38] that down.

Chris Davis: Alright, so here’s what I would think we could do. If I go to Inspect …

Jun: Oh, so you’re gonna do that.

Chris Davis: Yeah. And find, here it is. What is this called? Is this my form? And I probably want this class right here. Let’s see. Is [00:06:00] that all one? Let’s do this. I think this is all one class, because they’re all underscores. If I take this, copy it, and we’ll just see for now. Class … we’ll say adding 100 pixels. So I must not be targeting the right element. Let me see [00:06:30] here. What are they saying? Maybe I need to use this. Oh, there’s an ID. That’s a lot safer. You are correct. Chrome Inspector, using the ID is the safest way.

So I’m gonna take the ID and jump back into ActiveCampaign.

Jun: Oh, okay.

Chris Davis: And I’m a try it. This is new. This is brand new.

Jun: [inaudible 00:06:57]

Chris Davis: Oops. I hit back one too many times. [00:07:00] Oh, look at that, I actually typed the word “June.” Sorry about that.

Jun: It’s all good.

Chris Davis: There we go.

Jun: Trust me, I’ve had different nicknames.

Chris Davis: I’ll put it there. And then we’re gonna go big. Padding is 30 pixels. See what happens. Doesn’t look like anything yet. Let us see. Let’s [00:07:30] go here. And see. No, it doesn’t look like it. Alright. So let me see, did my CSS even make it?

Jun: [inaudible 00:07:41] those paddings, huh?

Chris Davis: Look at that. This is what we want, right? But this is what I typed. This is exactly the element that I typed. So it looks like, it doesn’t look like we can. [00:08:00] Let me see here.

Jun: That’d be awesome if ActiveCampaign, you know how they put the padding for the button, sort of bar style? If they could have a padding where the bar style is, so that we could adjust it there. That’d be dope.

Chris Davis: Yes. I agree. Nope. Alright, yup. Great idea. What we do, Jun, if you could do this. Throw it into Ideas. [00:08:30] Let me do this. I put the link in the chat. If you throw it into Ideas, then email me the link so I can up vote it internally. And then we can make sure that it’s on Products Roadmap here and we can get it added.

We are, everybody, we are looking at adding more styling options to the forms, which this would be one of them. This would be good to get it in queue before [00:09:00] they actually start writing the code.

Jun: Okay. So I’m gonna have to do that. And then you know, so the same thing, since I’ll just add that in. You know how we could … hold there.

Chris Davis: Oh, just stay here? Okay.

Jun: Yeah, go back. You know how, just another feature would be timing too, because sometimes when you have it, you know how you could say, you go to option, and then you could have initial slide-in effect, show delay. But if we could time that delay, that would be even [00:09:30] better.

Chris Davis: Oh. Here. Instead of …

Jun: Yeah, it just pops up so fast still. Like, there’s … you could see the sliding in effect, but it’s really fast. So we could delay it?

Chris Davis: Yeah. So just so everybody understands, this is a really good recommendation. Because our delay, as you see, is either scroll or none. So what

Jun is saying, if we could have a timed [00:10:00] delay, and say maybe after three seconds. Give it time to load, and then slowly drop that down. Yup. That’s a good one.

Jun: Yeah, you know how there’s that floating sidebar one, on the bottom right or bottom left? When it’s locked in, it literally just slides in really fast. I would like it to be slowly animated.

Chris Davis: Yup. Absolutely. I’d definitely add that. Add that as well.

Jun: [crosstalk 00:10:27] I’ve never sign up for [00:10:30] the Ideas, so we’ll see. Hopefully …

Chris Davis: Yeah, and you’ll just, if you’re signed into your ActiveCampaign account, and you go to that URL, it’ll take you right to the portal.

Jun: Okay.

Chris Davis: It should. Lemme make sure, ’cause I’m signed in. But I think I have a different login. Yeah, lemme see.

Jun: And if there’s no other questions from other people, then I’ll add the more, what I thought would be more complicated question.

Chris Davis: Yeah, [00:11:00] there we go. Let me see. You’re good for now, Jun. Keep going. Hey, Katrina. Nice to see you again, Katrina.

Yeah, go ahead. Keep firing off. Hey, everybody. As Jun is asking his questions, don’t hesitate. Type yours in. And when you’re done with yours, Jun, and if there’s no more in the chat, I have a couple from last week that I’m gonna address as well.

Jun: Oh, snap. Alright, cool.

Chris Davis: So go ahead.

Jun: Alright. So then you know, getting the most recent email, you know how they use the samples with another photographer? [00:11:30] So since that’s what I do, I photograph architecture and real estate. The clientele is different. How would I question this … so the sample was Heather Read Photography, you know how [inaudible 00:11:51] sample and a great client testimonial. Now, if you go to her website, it’s like one of the most [00:12:00] recent one. Yeah, there we go.

Yeah, so then if you go to her website, she uses a certain website plugin that when you do the download pricing packet, a popup comes up, right?

Chris Davis: Okay, lemme see. How do I, is the link in here? What’s the website?

Jun: Here, I’ll put it in the chat. So, here we go.

Chris Davis: This was a really good one. I liked this one.

Jun: [00:12:30] And it spoke to me because I’m a photographer. I hope that’s it.

Chris Davis: Alright. Yup, that should … probably have this one bookmarked. Let’s see.
So when you go here, you’re saying what now?

Jun: Okay, the top right it says Download Pricing Packet. And you click that and it’s awesome, because the popup comes up, so [00:13:00] enter the full name. So now I have two segments, I have an architect and realtor. So their price is gonna be different. What’s a great practice to segment that?

Chris Davis: Yeah, so how are you gonna deliver the pricing? Are you delivering the pricing via email?

Jun: Yeah. I actually just follow what she did, and I was like, that’s genius. Send an email, and it just clicks and download. But of course, it’s gonna hit [00:13:30] download [inaudible 00:13:32] tell her that.

Chris Davis: Yes. So there’s two ways you can do this, Jun. I’m gonna give you two, and you can choose which one.

Jun: Alright, awesome.

Chris Davis: The first one would be here. If we add it up front, right? Jun Selector, we’ll call it that. Doesn’t matter what list. And then if we do name, email, and I’m gonna mimic this. I’m just gonna keep it kind [00:14:00] of naked and act like you have a picture or whatnot that goes along with it. Don’t need this. Don’t need this. Don’t need this. So I would create a field. This is the first way to do it. Use a field, or, you’re gonna do this either way. Create this radio button, [00:14:30] and refer audience. And you said architects? And … are you still there, Jun? Uh-oh, looks like I lost him. I think he said architects and photographers? I can’t remember the second option. Hopefully it comes back. Looks like his internet dropped off.

[00:15:00] Alright, so then, I would go and add this to my … this describes you, I don’t know. We got architects and photographers, so right at the point of … ah, Jun, you’re back!

Jun: Yes!

Chris Davis: Alright, great. What was the second one, it was architects and what?

Jun: Realtors.

Chris Davis: Realtors, okay. So [00:15:30] what I did …

Jun: I know, I totally missed that. I was like, no!

Chris Davis: So I’m gonna delete it. What I did is I went to add a custom field, and I selected a radio button. And then I called it photographer type, I think, or something like that. Create this field, and I called it architects. And then real estate agents, right?

Jun: [00:16:00] Yeah, realtors.

Chris Davis: Realtors. I’ll say audience. I’ll call it primary audience. There we go. And then I hit Add, so now I’ve created a custom field, and when I go search for a primary audience and drag it over, now … of course I’ve got option three, I didn’t delete option three. But let me do it. [00:16:30] So I have these two radio buttons. Now, when they select here, they can just hit one of those radio buttons and that would do our segmentation up front. That’ll let us know what bucket they’re in. And at that point we still need to deliver the link specific to the option that they’ve placed.

So now, what we’ll wanna do, save and exit, and lemme clean this up real quick because it’s gonna drive me crazy. Go to your primary [00:17:00] audience, let me delete this. There we go. Fair enough.

So now, watch this. It doesn’t matter if it’s a campaign, an automation, it’s an email that you can send out. And we’re gonna use conditional content. Photography. We’re gonna go here, doesn’t matter what list. And in building it, lemme see which one [00:17:30] I wanna do. Maybe I can use one that has a picture. I don’t wanna spend too much time on this … hey, did they change the color of this welcome? Look at that. Oh, I did that. Sorry. Of course you did, Chris.

Jun: You made it. Give yourself props.

Chris Davis: I forget, Jun. I do so much in this app.

Jun: That’s awesome. Oh, that’s mine!

Chris Davis: Right. Here’s your quote, [00:18:00] right?

Jun: Price packet.

Chris Davis: Oh, yeah. We’re gonna change that. Let it load up. You know what, maybe I’m a hardwire in, the only reason I’m not hardwired is ’cause my USB is for using this tablet. But, alright, we’re fine. So let me go and say, you said here’s your price packet?

Jun: Yeah.

Chris Davis: Price packet.

Jun: So one price for architects, one price for realtors.

Chris Davis: Alright. [00:18:30] So we could have some global text, like …

Jun: Just say architects. Thank you architects, and thank you realtors. Just make it easy.

Chris Davis: So what I’ll do, alright. I’ve got an idea. Follow me here, everybody. Watch this, just bear with me as I delete all of this stuff. This is actually gonna be, I hope this is cool. I have a feeling it has the [00:19:00] potential.

Jun: Oh, look at this. Neat.

Chris Davis: Almost there. And so, what I’m gonna do is I’m gonna use conditional content, essentially. That’s what I’m gonna do. We’re gonna determine what we want to be global, and then what we want to be specific to … there we go. [00:19:30] Specific to … no, do I wanna do that, no I don’t. Specific to the audience.

Jun: So you’re making one template and then you’re gonna project what’s on this template depending on a condition?

Chris Davis: There you go. Jun, spoiler alert. You’re right. So I’m gonna do something like this. Thank you, I’ll just say realtor for now, and [00:20:00] then I’ll go thank you photographer. Thank you, architect! Architect.

So now I have both, and let’s say that this one image, they have an image field too. They get an image. And they’ll get 20% off as well, or whatever the offer is. Here we go. Duplicate [00:20:30] this. And then bring this right below it. I know it looks like it’s invisible, but what it is, is I have to set the column background. So I’ll change that. There we go. And now, the architect will … let’s make this dark. There we go. The architect will see this black and red, the realtor will see this teal and some other color, [00:21:00] that is. And then this is like the global text. Everybody will see this text down here.

So what we’ll do is we’ll go in, and we’re gonna set a condition for this entire area. All of this text. And I’ll do it once, and you would essentially duplicate it. So I’ll go down and find that custom field, and I think it was primary audience equals, and then I think it was architect. [00:21:30] And if the primary, if that custom field equals architect, then this is gonna show. Otherwise, it’d be invisible. And I did that backwards, of course I would do it backwards.

Jun: So, just quick question, you know how sometimes you can … how about if you misspelled architects right here?

Chris Davis: This is a really good point you make, because I was actually anticipating [00:22:00] it autocompleting, because it does autocomplete elsewhere.

Jun: You know what I mean? Yeah, usually because the other stuff, they’ll have the stuff that when you open the fields, you clicked on it and you had to retype it as opposed to selecting.

Chris Davis: Exactly.

Jun: There’s a [inaudible 00:22:16] there.

Chris Davis: So there is room for human error here. I would just copy it from here for now. That’s another great idea to add, and send it to me.

Jun: Good ideas are created [00:22:30] from being lazy.

Chris Davis: Yup, that’s it. And look at that! When I pasted it I forgot the S. So that would’ve happened, that most definitely would’ve happened. So if I did it here and then if I go here and do make conditional …

Jun: So just keep the other page open?

Chris Davis: Yeah. I’ll copy and paste it. It’s just for these conditional content, for whatever reason. Equal to our architect, and hit okay. So now, and we could do it for each of these blocks too. Now all the realtors receive [00:23:00] that top half, all the architects will see this bottom half, everybody sees this.

Jun: Quick question, though. So go back up to where you put the conditional for, say, the realtors.

Chris Davis: Okay.

Jun: But then they’re gonna still see … could you do it, actually, can you get out of that one? Cancel. For the whole “thank you realtor” blue box, 20% off in picture, you have to do additions to all of them as opposed to …

Chris Davis: [00:23:30] Yes. And that’s just because of how this template is set up. I could easily, if I didn’t want to make it, like this is a quote-unquote pretty template. But look at this. I could have this entire block.

Jun: That’s what I’m saying.

Chris Davis: Like, I could insert an image right here. What images do I have? This is …

Jun: That would’ve been better.

Chris Davis: Yeah. If I’d have done it like this. I was trying to let the template do the work for me. [00:24:00] But at this point now, you see I have the image, I can have all of the text over here, and then I could just make this entire block conditional.

Jun: That’s what, that’d be the better way.

Chris Davis: That’d most definitely be the better way. In an effort to go the short way, I went the long way. A little bit overcomplicated it for me. But absolutely, you can have one block and just have your images in there.

Jun: Because I’m not sure, say for instance, how about if you [00:24:30] forgot one block?

Chris Davis: Right.

Jun: [inaudible 00:24:32] it would look all, like …

Chris Davis: It would look weird, right? It’d be like 20% off, and then have two entire online purchases, text, like what is this? So yeah. In fact, when I use conditional content, I always do it in one block.

Jun: Ah, cool.

Chris Davis: That’s exactly how I would do it, Jun. Great question. And great find on the conditional content not auto completing.

Jun: [00:25:00] Yeah. Another suggestion for the ideas.

Chris Davis: Yes.

Jun: [inaudible 00:25:04] they’re gonna be like, who is this guy? He knows just what to do.

Chris Davis: We need it, though. We need it. That’s why these calls are good, and you all using the app is even better, because you’re our eyes and ears, because you’re actually doing it for your business. Did you have something?

Jun: You know, it kind of broke off, so I’m just gonna recap really quick if that’s okay. So then one is [00:25:30] to have the radio button at the popup.

Chris Davis: Yes. So the radio button would, instead of like “I’m not a robot,” it would have the radio buttons.

Jun: And that’s where I kind of got kicked off, so when you open … that was in the forms, right? And then you put the forms …

Chris Davis: Yes. You’re correct. So if I go to forms …

Jun: … really quickly …

Chris Davis: This one. And what you can do is right here, add a custom field.

Jun: Add a custom field.

Chris Davis: And [00:26:00] that will bring it up.

Jun: Oh, then put the radio button.

Chris Davis: Exactly.

Jun: Gotcha. Okay. So that’s the one, and then the second one is, when you create … oh, so that’s the segment into this. So when they [inaudible 00:26:16] this is the email that they get.

Chris Davis: There you go. So our automation would look really simple, it would be … and one more thing, lemme show you real quick, Jun. I know I’m calling this [00:26:30] primary audience, but I don’t wanna display that externally. So I can change that and say, what type of business do you have? Or something like that, right? Now that’s a bit more friendly. That’s a lot more friendly to the end user than …

Jun: I know!

Chris Davis: Now internally, this doesn’t change. It’s still gonna say primary audience, internally. But externally it will say, what type of business do you have?

Jun: Whoa, so then how did that primary audience still stay there? [00:27:00] Because that’s the first thing you put down, is that why?

Chris Davis: Yeah, that’s gonna be your internal field value.

Jun: How do I change that if I wanted to?

Chris Davis: So if you wanted to change that, you could. Let’s go to integrate, save and exit. And you can go right under forms, you can select manage fields. And if you scroll down, you see that primary audience? You can hit edit, and change the name right [00:27:30] there.

Jun: Ah. And then you would have to, or do they just change the personalization tag automatically when you change that?

Chris Davis: No. You have to change the personalization tag as well.

Jun: Okay.

Chris Davis: So by default it’s gonna be the name of the field, but when you change the name … because a lot of the times, the name of the field is long, so a lot of people go in and make the personalization tag shorter.

Jun: Cool, thank you man.

Chris Davis: Yeah, no problem. [00:28:00] And just real quick, just so we can put a bow on this one. It would look like this. I know you probably already have this figured out, but just to make sure. Submits a form would be our start trigger, and it would be that form, and it could run once or multiple times, it doesn’t matter. Pricing. And then it would send off that email that we just created. [00:28:30] And that email, of course, would have conditional per audience welcome email. And if I had saved that template, it would show here in the library, and I would go and say use this template, and/or start from scratch. And then I can select, show this block for realtors, show this block for architects.

Jun: That’s cool.

Chris Davis: And then at [00:29:00] that point, you know, one email would suffice to both audiences. Now if you wanted to say, I wanna see how each email performs per audience, then you could use the same template, but you would need the conditional content there. Instead, I would have an if else up here. Go to custom fields, I should just type in primary, primary [00:29:30] audience.

Jun: See there, that’s what I’m saying. You know how you [inaudible 00:29:33] it. Yeah.

Chris Davis: Exactly. And then it shows us. So this is how I would build it if I weren’t using conditional content. And the reason why you would do it like this is because you wanna see the performance per architects of the email, as far as open and click throughs, and the performance per realtors per opens and click throughs.

Jun: And you would add another condition too, right?

Chris Davis: Absolutely. You would nest them. So if the audience is an [00:30:00] architect, they will get this email, and then if not, we need to check and see if there’s something else. I don’t ever use is not, it’s actually a principle, like a best practice is to never use is not, on here. And it’s because it creates negative … you know what I’m saying? It’s like, is not, no equals yes. So if you’re not no architect, [00:30:30] if you’re not no architect, that means you are an architect.

Jun: Yeah, it could happen if you have three segments, then it just gets complicated.

Chris Davis: Right. Exactly. We’ve got two, and we could just keep branching out for each case, but at this point, we would just need these two emails.

Jun: Right. And then you know the emails, I tested out the other one, it was pretty cool where they had a download link. How do you guys create an email template with a download link?

Chris Davis: Sure. I’m [00:31:00] gonna use this one …

Jun: That’s, of course, if no one else has questions still. I don’t wanna hijack this.

Chris Davis: Nah, you’re fine. Here’s your pricing. So in here, you could select a button or a link, just depends on which one is your preference.

Jun: A button.

Chris Davis: Okay. Good. So this button? I’m gonna change [00:31:30] the text of it now.

Jun: Download price.

Chris Davis: Download your pricing here.

Jun: Cool.

Chris Davis: And while the button is highlighted, if you go over here, this is where you could put the link in.

Jun: [inaudible 00:31:42]

Chris Davis: And I recommend hitting this gear button, because then you could put the link in, right … mastering, marketing, automation. And then you can add an action in. You could tag them, start an automation, you could do …

Jun: [00:32:00] Okay, like track their clicks.

Chris Davis: There you go. So this could start an automation that sends out an internal notification for you to reach out to them, you know, it could send you an internal notification that says “So-and-so just downloaded their pricing.” And you could just get those at anytime, and you can act accordingly. Oh, they just downloaded … maybe I wanna follow up with them manually, maybe I’ll give them [00:32:30] a call, whatever. Or you could add them to an automation that just goes through an entire follow up sequence and maybe adds them to deals, in stages and everything.

Jun: Of course, I’m still learning that. There’s so many different things to do.

Chris Davis: Yes. There are. And take your time, I feel like the biggest part with you is you already have a process down. So you’re gonna be miles ahead of most other people, because they may have [00:33:00] not as much clarity in what they’re trying to do, and then they jump into the app and they’re kind of all over the place. But at least you understand the process, it’s who you’re trying to market too, all of those things. It’s just a matter of putting block by block.

Jun: Yeah, I’m still actually learning that, because I didn’t realize until I was like, oh, there’s a popup. Now there’s two different pricing. So I didn’t realize that until literally after that blog with the Heather Read thing. I’m like, okay. Holy shit.

Chris Davis: Yeah. Nice.

Jun: I didn’t know [00:33:30] it either, I feel like I’m still in that boat, where I’m still figuring what is it I wanna do.

Chris Davis: Sure. And we all, that’s marketing. That’s what’s overwhelming to a lot of people, is they’re looking at marketing as a destination. Like, I have achieved marketing! I’m done! And it’s like, no. This thing is a living beast. It’s always evolving and moving.

Jun: Yeah. Thank you, I agree. Yeah. [00:34:00] I wanna get to where it’s like, yes, I got it!

Chris Davis: Yeah. And you will. I’ll tell you, Jun, and everybody else on the call, there’s no greater … of course I’m biased. Of course. But there’s no greater feeling than having …

Jun: [inaudible 00:34:14]

Chris Davis: Right? Having a system set up specifically for your business. It is the greatest feeling in business because, what it does is it frees you. It frees you from having to feel like you have to follow what somebody else is doing. It frees you [00:34:30] from being lost and confused and just blindly doing stuff. When you have a system that you know works, it just gives you a different level of confidence.

Jun: Yeah.

Chris Davis: You want people to experience your stuff, whereas sometimes people who don’t know it, they’re out there but they’re uncomfortable that they’re out there. Because they don’t even believe in their stuff. But they gotta be out there.

Jun: Oh yeah, [inaudible 00:34:53] stuff. Yeah.

Chris Davis: Right. So yeah, a system in place, and this is the start. You’ve got [00:35:00] a great start, Jun, because what you’re doing is your segmenting early. And I’ve talked about this in a couple Office Hours prior, is the one who segments the earliest wins the fastest. So if you can segment right out the gate and then personalize that communication, and continue to segment down the line, like maybe you’ll find realtors, you can segment even more. Like starters and experienced folks, and start catering the offers. Not [00:35:30] like we’re changing our offering, we’re just changing the framing, the messaging around the offering specific to the audience, as we collect more and more data on them. And that’s what puts you ahead of the competition and makes you stand out, because your messaging is gonna be a lot more personalized and a lot more targeted.

Jun: Correct. Right now it’s just a necessity. I wasn’t even thinking of that. I wish I could take credit there, but … I was just like, oh, they have two different pricing. I gotta send them two different [00:36:00] pricing. That’s it.

Chris Davis: Great. Well, I’m glad you went and thought through that from the blog post, that’s what the blog posts are for. I’m gonna share that with the marketing team, everybody be excited. Yes.
Alright, Jun. I appreciate it.

Jun: Appreciate you too.

Chris Davis: And remember, you can come back to all of the Office Hours. You’re not limited to one. It’s every Tuesday and Friday, so feel free to come back, update us, ask some more questions, everything.

Jun: Thank you so much, man.

Chris Davis: Yup, no problem.

Jun: [00:36:30] You have a good day.

Chris Davis: Yes, you do the same, Jun.

Alright. Great. I feel like these Office Hours, especially on Tuesday earlier in the week, they’re almost like a … I feel like they’re a necessity. I don’t know if any of you feel like that. It kind of helps you jumpstart the week, whether it’s you asking the questions or just kind of watching the questions get answered, it’s great exercise. Great marketing muscle exercise.

[00:37:00] Katrina, hey! It has been a while, Katrina, but you’ve got a business. You’re running your business, you’re busy. It’s good to see you, and share laughs with you.

Here’s a couple questions I wanted to, I promised Diane and Sherri. If you all don’t have any, feel free to in the comments ask your question. But I wanted to address these two questions, because I promised them that I would.

So Diane said, this was piggybacking off [00:37:30] of our previous Office Hours. And she was, remember, she had a prospect list, a free member list, and a paid member list. Okay, yeah. There we go.

Aww, Katrina says she’s got a new puppy. Doesn’t like this, ahh. Yeah. Yup. I don’t know the feeling, but I can imagine. I’ll put it like that.

So Diane had a prospect list, a free list, and a paid member list. And what she’s asking here is if someone [00:38:00] was to be removed from the free member list, would they move to the paid member list and remove their free member tag and add the paid member tag, do I create an automation for that? I do have a member mouse setup to add them to the relative member list, but member mouse cannot remove them. I added this automation, I had this automation in AWebber.

There’s two ways that I would address this. One way is [00:38:30] just using lists. I think, I’m pretty sure in the example we built out for Diane, I can’t remember, I think we had a list for prospects, free and paid members. So that’s one way, just have three separate lists. And then you would have an automation, absolutely. Let me just do this. You would have an automation that does this. When someone subscribes to the [00:39:00] paid list, so we’ll say product B, we’ll run it once. The first thing, Diane, list unsub. The first action could be unsubscribe them from the previous list. This is, when she says I had this automated in AWebber, it was this. When someone is added to this list, remove them from this list.

[00:39:30] Ob says we have web visitors, free members, and two levels of paid members. Great. Got it. So this is what she had in AWebber, which is fine, this works. When someone is added to one list, remove them from another list. Now if you wanted to use tags, then essentially, it would change a bit. So I’m gonna take the same one, and I’m gonna shift it a bit, and go when a tag is added, membership [00:40:00] paid, then what I’m gonna do is change this action to say when this tag is added, always remove this one. Membership free. That’s the other way to do it.

Now, when doing it this way, you have to always remember if you’re using tags to manage membership levels, you have to always [00:40:30] remember that this tag swapping has to happen. Because if you don’t add this action, what happens? They can have the paid tag and the free tag. And you probably don’t want that. You probably don’t want them to exist at two member levels. You wanna switch them. So, if we take it one step further, everybody, this is something that I enjoy doing. Those of you who’ve been following Office Hours know that I love to use tags, [00:41:00] custom fields, and lists as much as possible, and I’m gravitating more and more towards custom fields.

And when you think about tag swapping, what is that? That’s really the functionality of a radio button. A radio button just makes it easier. So I can say, membership level free, paid, I don’t know. And maybe I just wanna do … paid two. [00:41:30] How about this. Bronze, right, platinum. Doesn’t look right. Alright, I’m keeping it.

So I’ve got the membership levels. Now I can go back and do something like this. Go back. So if … oh my gosh, this! Alright. So this is getting exciting. I could still use [00:42:00] tags, right? No, let’s not mix them. I can mix them, I’ve done this in the past. I’ve used tags as a trigger to update a custom field, but I don’t wanna overcomplicate it. That’s more of an advanced strategy, so I don’t wanna … later. We’ll go down that path, everybody. But what we can do here is field changes. And the field that we’re looking for is … what did I call it? Oh my gosh, what did I call it? Membership. [00:42:30] Where is it. I wish I had the type where you could search. Do the type here. ‘Cause these don’t even look like they’re in alphabetical order. Which can be very confusing, because I don’t see my … oh, of course I don’t see it. I have to refresh. That should be in alphabetical order. This is the power of Jun. We’re finding all kind of things we can improve. [00:43:00] Jun started it, everybody. Field changes.

And what I wanna do, there it is. Membership level. When the field changes too, we’ll say, bronze. Well, you know what? I don’t even need an automation. I just realized that. I don’t even need an automation for this one, because … oh, I do need an automation. I got it. I remember what I have to do. [00:43:30] So we are gonna use a tag to update a custom field. When the tag membership paid is added, what we’re gonna do is update that field. Membership level to paid. Now we don’t have to worry about tag swapping. At this point, at anytime I can see right on the contact record what level they’re at from the custom field. So those are the three ways to do it.

Actually, using this custom field, it really [00:44:00] didn’t save me anything in this sense, because it was the same effort as removing a tag. Thought I was doing something, but it ended up being straightforward. But Diane, yes. Have an automation set up for every membership level. And since we talked about tags, if the membership paid is added, to be safe, what you wanna do is remove membership paid two, [00:44:30] just in case. Now this is where the radio button wins. Ha, knew it. Radio button wins this way. Membership free. Because what does removing the paid two do? That takes into account if they downgraded. And then this one takes into account if they’ve upgraded. So I would add a note there, if they’ve downgraded. If they’ve downgraded, [00:45:00] I definitely don’t want them to have the paid two tag. That means they’re gonna have access to essentially what they returned, so you don’t want that. Has upgraded.

So you have to take into account both, upgraded and downgraded. Now, okay, I’m back on custom field team, because when I had this, when I updated the custom field, guess what? I didn’t have to do that, I just had to set it [00:45:30] to bronze. And since a custom field cannot be more than one level, it automatically does that. It automatically removes the other ones, because only one can exist. So you see, custom fields are a lot cleaner. But if you set these up, you’d need three of them, however many membership levels you have, that’s how many … just do Diane paid memberships. [00:46:00] So if you had three memberships, you would have three automations. So every time the paid tag is added, you remove the other two. Every time the paid two membership is added, you remove the other two; and every time the free membership is added, you remove the other two.

Just to make sure, it doesn’t hurt if they don’t have the tags and they go through this remove tag action. It’s not gonna break, it’s not gonna hurt the contact in any way. No contacts will be hurt in that sense, in that mode. [00:46:30] So you’d be just fine. But this is what you would need. You would need these for every membership level. And you could do some more stuff, right? You can send off the email here. Welcome to your membership. You can do a lot of things, so this is just the beginning.

So that’s how we do that one. Now Sherri asked, how do you not use a list to kick off the automation when you’re using LeadPages or ClickFunnels? And they always integrate with the lists, or do you create a form in AC and embed it in ClickFunnels? I’m not sure I [00:47:00] can do that from my resource center, that is ClickFunnels, because ClickFunnels uses the form to open up the resource center.

Oh, so Jun, the copy of this will be in this album. Let me send it to you. We’re in the process of updating our website right now. So the replay … [00:47:30] right there. It’ll be in this collection. And if you hit right here, if you subscribe here, or if you just wanna check later on here today, it’ll be up later today. You’ll be able to see it. It looks like my most recent ones haven’t updated, they’re probably outside of the collection. I’ll update that. They’ll be in here. Going forward, we’ll have a page on the learn site where you can subscribe and get notifications. It’s gonna be amazing. I’m really excited. But for now, that’s the [00:48:00] way to do it.

Essentially, what Sherri is saying, all of these things work. All of these ways work. LeadPages, yup, you’re very welcome Jun. LeadPages does allow you to pull in an ActiveCampaign form, by the way. So for whatever reason, a lot of people overlook that, or they don’t see it, or perhaps LeadPages doesn’t do a good job with explaining that that’s possible. But what LeadPages would do is, once you integrate LeadPages with ActiveCampaign, it will see all of these forms. [00:48:30] And when you select it, it’s gonna pull in every field that’s on the form in ActiveCampaign, and display them in LeadPages for you. So when somebody fills out the form on a lead page, it’s identical to them filling out the form on LeadPages. And in fact, I remember, we have a help doc on this. I remember logging in to LeadPages [00:49:00] and walking through this for … there it is. This is the best link. Is Sherri on? Sherri’s not on.

Okay, so this link right here, the two different ways to integrate. This is exactly what she was asking. Senior leads ActiveCampaign when they submit their information on a lead box or a lead page, or paste in your ActiveCampaign form. [00:49:30] The pros and cons are, if you’re using LeadPages or a lead box, you can use the LeadPages analytics and you can use the ActiveCampaign submits form automation to trigger the automation. The cons are, you will not have site tracking enabled immediately. We walked through how to do that.

And then the next one is, if you embed an ActiveCampaign form on a lead page, as she’s mentioned here, and [00:50:00] it works for ClickFunnels the same way. You can use the ActiveCampaign submits a form trigger, and you’ll have the site tracking. But what’s the trade off? Now you can’t use the analytics, because that page is not submitting the form ActiveCampaign is automatically for you. So that is the resource, lemme see.

Roslyn. And real quick, before I get to yours, Roslyn. Sherri, to complete this thought, you’ll wanna create a list [00:50:30] that is called ClickFunnels. Because ClickFunnels only integrates with lists, although ClickFunnels added tags. So you don’t have to use a list to kick off an automation, you can use a tag now. ClickFunnels has that functionality where you can tag somebody when they submit a ClickFunnels form in ActiveCampaign, and then use the tag to start. So that’s your second way.

The third way is to have a ClickFunnels list that everybody is added to, and then based on the links that they download or the actions that they take, you can then move them to the [00:51:00] appropriate list after that. So those are the three ways you can do it.
Roslyn, let me grab your question. Pull that in there. One day I’m gonna remember that shortcut.

Just getting started sending out campaigns, she’s created a segment that I sent to my campaign. [00:51:30] When I create a new campaign, will that same segment be saved or will I have to recreate it?

So for this one, will it be saved? Yes. Yes. It will be saved, and it will auto update. So any contacts after you sent that campaign that matches that segment, the next time you send a campaign, they’ll be in there. [00:52:00] Segments are auto populating. You have a criteria that says, I have a segment of all customers. And you send a campaign to all customers, it was 11 people, and then two weeks later you got five more people with the tag customers. Well, you go send a campaign to all customers segment, guess what. It’s not 11 in there anymore. It’s 16. So it automatically does update and it’s saved for you. You won’t have to recreate it. You create a segment once, and you’re good to go.

Also, can I incorporate [00:52:30] the email that I have created in a campaign in an automation later? Oh, Roslyn. Great questions. Yes. Let me just … how about that. Yes. Here’s how you do it. If you go to campaigns, and let me go to one that I’ve actually sent that’s not a draft. I have never sent one. Okay. That makes sense, because I don’t send [00:53:00] anything out of here. So let’s just act as if, hey Katrina, we’ve got one for you that’s scheduled. Sends instantly. Alright. So we send this one, Katrina helped us set this one up. If I go to the campaign in question that you would like to turn into an automated email, or use in an automation, you simply select this drop down here, you see that? You can save it as a template. [00:53:30] If I do save as a template, what it just did is in my templates now, there it is, I have an email named Katrina Auto Responder. I can go in here and edit it. Maybe I wanna adjust it a bit, maybe I wanna make it a little more evergreen since I’ll be sending it from an automation. I can do that here, and hit save and exit.

And remember, anything that’s in the template library is available throughout the application. So now [00:54:00] if I go into an automation, Roslyn I feel like you have one. Roslyn, there we go. I’m gonna use your hooks one. Let’s just say I want it to send one to people who are not a female, I wanna send that email to, for whatever reason. [00:54:30] And then what I could do is, you will see, look at that. Katrina auto responder. And we can use that design, change the subject line. Sorry you didn’t make it. It’s kinda depressing. Maybe I should be a little more enlightening here.

So anyways, and I hit save and exit. Now what’s gonna happen? That email that was once a campaign [00:55:00] has now been saved, and look at that. It’s going out in an automation. That’s how you do it.

And vice versa, if you wanted to use an email in an automation and send it as a campaign, you could do the same thing. If you go to view emails, you see this one I just created? I can go here, and look at that. I can save as a template. So I can go both ways.

Yes, you are very welcome Roslyn. Katrina, yeah that’s [00:55:30] an oldie but goodie, isn’t it? Just to let you all know, you all live forever in my application. It’s like the wall, where you put your signature. Or maybe it’s like in Hollywood where you put your hand prints in the concrete. Whatever.

Thank you all for your questions, thank you for attending today. This was a lot of fun. I enjoyed everything that we covered today, like I always do. [00:56:00] Like I mentioned to Jun, remember, I am here twice a week. Tuesday and Friday. Tuesday at 10 AM, Friday at 1 PM. And it’s really good to check in. It’s really good to come back here. Let us know what you’re doing, what’s working, questions. As we discovered today, something that was apparently a simple question opened up another door, like I mentioned, to a great room of understanding. So thank you all for journeying into this room [00:56:30] with me.
Laurie says … oh, look at Jun, you’re all over the place, man. You got it all. Excuse me, I’ve never used the RSS on Vimeo. Thank you for letting me know that. I’ll go in the back and check.

If you want to, here’s another alternative, Jun, for all of the Office Hours. It’s kinda buried, I’m really embarrassed, actually, how buried this is. But, if you … there’s not even a … [00:57:00] there you go. Serious? I’ll give you this one. If you go to this link, like I said, later today if you go to that link and just scroll down to Office Hours here, right at the bottom, you’ll be able to see the most recent one. That’s your other way in there.

And thank you all for being patient as we build out a better experience for you all. I’m trying, [00:57:30] it’s tough because I wanna rush it, but I want it to be right. They say haste makes waste, and I don’t wanna … we’ve got a lot of effort into it so far, so it’s just like, okay, let’s just take the extra time and make sure it’s all the way right. You all are very welcome. [inaudible 00:57:49] the week. Yes.

Alright Ob, I’ll see you on Friday. And everybody, thank you for logging in. I’ll see you all Friday, hopefully if you come back. Looking forward to answering your questions and hearing [00:58:00] your success stories. See you Friday.