Office Hours – October 13, 2017

Recording of Office Hours hosted by Chris Davis on October 13, 2017.


Chris Davis: Okay, so these links … Oh, this is the problem, every time I go to and attendees …
Goranka, if you don’t see the links in the chat let me know. Otherwise you should be able to just click on them and it should take you right there, okay?

Mark, do you know if the font size in message variables now matches the same? No you have to match those yourselves. [00:00:30] You have to match those. I talked to the devs. There’s actually a rhyme and a reason behind it. You should be using the same font size throughout all of your messaging. That’s the safest way. But yes, match up the message variable size with your email font size instead of using the font size. Mark, you understand this, instead of setting the font size of the percentage variable [00:01:00] in the email, in the email builder, it is going to leverage the font size from the message variable builder.

And if you want to, I personally, I always go into the HTML in the message variables, and set the font size to, I think, 15 I think is the standard. 15 or 16, I can’t remember, but that’s how I do it, Mark. It is something that they’re [00:01:30] aware of. When they walked me through the technical explanation of it, I was like okay, I’ll just use the HTML for now. But yeah, no problem, Mark, you’re very welcome.

Goranka, let me know if you could access the links. If not, I can send them to you personally right here. But you should be able to just click right in chat and if you can see chat, Goranka, there should be an orange highlight, something pulsating somewhere, that’s chat. All [00:02:00] of the links are in the chat so let me know if you’re having troubles finding that. They are there.

All right, let’s get to the first question, everybody. I didn’t want to do that, I don’t want to scare you all.

The first question is this. Check this out. I’m going to give some background to this, because we’ve talked about this before. [00:02:30] Tyler asked, “Is it possible to build an engagement automation based only on a subscriber’s opportunities to interact and not on any time-based variable?”

So what Tyler wants to do is asynchronously, he wants to operate outside of time, and his metric or his baseline is going to be opportunities. So he says I don’t care about time, right? [00:03:00] I don’t care if it’s three hours, three years. If I’ve had four opportunities to talk to them, that’s what I want to go off of.

All right, fair assessment. Here’s what I wanted to show, because I really … This is actually in the community. If you all are not a part of this, it’s our community where you can ask questions about topics, share ideas with other users and whatnot. [00:03:30] I’m not sure if this is you, Tyler, I don’t see you on, but Riskology, here is some things that I wanted to highlight and what he’s trying to achieve. Some of them are red flags. And some of them are just are like dang it, we’ve got to get more creative. So I’m just going to walk through this really quick, okay?

He’s saying if no activity in X days, do Y. He’s trying to create a system where engagement is measured based on the number of opportunities. We know this. [00:04:00] How this will work in real life is he’s saying he may send three emails and then some time may go on and then over a month, and then there’s something to talk about again. But it’s never known ahead of time what the next interaction will come. Everybody, this is a red flag.

Hold on, let me say this, Tyler, if you’re watching the replay, if you’re on live, just on another… I by no means am trying to embarrass you [00:04:30] or call you out and say you’re wrong, you silly person. That is not my intent. I just want to walk through this. I’m just using you as an example You’re the sacrificial lamb, I’m sorry about that.

Demian, you can ask, if you just raise your hand, you’ll be able to ask via audio. And right when I’m done with this question I’ll come straight to you, so there should be somewhere close to your name where you can click “Raise Hand.” Yep, there you go, I got it. I got you in [00:05:00] there. So, yep, go ahead, Goranka, feel free, ask your questions.

So right here, this is the first red flag is it’s never known ahead of time when the next interaction will come. This is the alley-oop for a slam spam dunk, okay? When we say it’s never known ahead of time when the next interaction will come, this is really against marketing best [00:05:30] practices, right? Everybody should know exactly what you have in store for them, right?

The reason why I say this is not to embarrass you, Tyler, or say anything like that, but if you want the biggest results in your marketing, you have to set an expectation and consistently meet it. You have to set the expectation and consistently meet it. And if not, what’s going to happen is, look at this, my friend might open, click, reply to three of those messages that week, but then there [00:06:00] aren’t any opportunities to engage until a month or later. They may still be totally engaged when that time comes, or not. We don’t know yet. We should send another email and when we’re ready, see what happens.

There’s a big assumption here saying that I can take time off mailing and then just start mailing again, and they’ll start engaging. Do not make that assumption. Most of the time when people disengage, I’ll put it like this: Whatever [00:06:30] medium a person disengages on is less likely to be the medium they re-engage on. Okay? So, if I’m receiving your email sporadically, and I stop engaging on email, the chances that you’ll be able to re-engage me on email are slim or less than. A lot of people will re-engage through retargeting, remarketing. They’ll use a different forum to get you back [00:07:00] exciting and then they’ll send the messaging.

Goranka, I have that. I don’t know. I’m sorry, it’s a foreign name so forgive me if you’re a he or she, let me know if you’re a he or she. And I see your hand raised. How do I send my first email? We’re going to address that too. I love it, we’ve got two audio questions coming up, everybody, and I’m almost done with this one, I promise.

So here we don’t have a consistent sending [00:07:30] schedule, and then we’re not setting the expectation. We just kind of want to operate how we want to operate. That’s what Tyler is saying. And that’s fine, that’s perfectly fine. I’m not here to tell you one way or the other. But look at this. All the time-based systems, unless you commit to a sending frequency, and never violate it, then the whole thing breaks. I couldn’t agree more. And instead of the system, I would say marketing. Marketing breaks.

Let me see. [00:08:00] It is she. Oh great, thank you, Goranka. Okay, perfect, she, welcome.

Marketing, it’s not the system, marketing breaks down when you’re not consistent, when you don’t commit to a consistent sending frequency. That is not platform specific, I don’t care what tool you’re using, it will break down, okay? So what he’s trying to do is build an automation that can measure engagement and make decisions about what to do with the disengaged folks without worrying about how many days [00:08:30] it’s been since I sent them an email. Not to mention different parts of my list get different emails on different schedules based on that criteria. It seems lead scoring is absolutely a necessity to make this happen, though I can’t be sure that even lead scoring would get me there. Thanks for entertaining my manifesto.

Thank you so much for asking this, Tyler. I would say the solution to this is most definitely lead scoring. The runner-up is using our CRM. I’ll show you how to do both [00:09:00] on this call.

So beforehand, MailChimp actually does this automatically [inaudible 00:09:06]. Yeah, I get this. He’s saying MailChimp has a five-star system. Each member gets a star rating when they join your list. Then as they ascend and descend based on their interaction with the messages you send them, it doesn’t matter how often you send it to them, it just looks at what they’ve done.

This is what I call a vanity metric. Those stars look good but they don’t tell the real story, your open rate. Tell me if [00:09:30] all of your contacts have five stars, I would love to know what their open rate is. Because if they have five stars and the open rate is 5 percent, that’s garbage. And I’m not badmouthing MailChimp, I’m just saying these systems that do all of the thinking for you, they can only do so much thinking for you. This is a very specific use case.

Not bad mouthing MailChimp, I’m just saying using those stars, because it’s very much time-based as well and you’re trying to get away from time-based. MailChimp is using not just the events, [00:10:00] they’re using time and events and saying, okay, based on the time in which you sent this and what they’ve done, they get a star or they get a star taken away. They get stars taken away after time has gone on and they haven’t interacted with your messaging because all MailChimp can do is send emails. That’s all they do.

You’re saying you want to move outside of time. So now, although you say MailChimp does it, they don’t really do what you’re trying to do. That’s not true. They’re just going to [00:10:30] go off time automatically and not give you the flexibility.

But anyway, Riskology or Tyler, either way I have an answer for you. I just want to address these questions really quick because you all are waiting so patiently. I don’t think you’re on, Tyler. I don’t see you on.

So, Demian. I’m going to promote you and you have audio and you can tell exactly how to say your name, then Goranka, we’ll come to you next. You [00:11:00] should, there you go. And you’re unmuted.

Demian: Hello.

Chris Davis: How do you say your name?

Demian: Demian.

Chris Davis: Demian, welcome. I’m so glad to hear you.

Demian: I’m super glad to be connected to you. I’m a fan of you. I hear your podcast.

Chris Davis: Thank you.

Demian: I like your intelligence, the content you put out, and I like your life, your [00:11:30] style, your personal style how you do it. You give juice to this very dry matter, marketing, I love it.

First of all I want your forgiveness. English is my third language, I will not be expressing myself. But I will try. My scenario, [00:12:00] the field I’m working in is that I’m an author and I have four books published. I give the readers the possibility to get some more content related to the book. When they sign up they get a series of between five and seven emails of videos related to the content. So [00:12:30] now, my problem is this. I want to start re-engage, as it connects to the other issue, of course I promise them you will get a series of content every second day and then this will stop.

Of course, I want more things happening. So I have two questions. One is, [00:13:00] for example, I want to do little webinars and broadcast it to all these four automation segments. I want to be respectful with people who have signed up just for the series and I want to avoid that they get the first email and [00:13:30] say okay, in two days you get the next part, then in the afternoon they get another email calling them for a webinar or telling them that I have another book. I want to give them the possibility to click on a link or say something very easily to say, Yes, I’m okay, you can send me anything anytime, or to say no, please wait [00:14:00] until I have seen all the series and then you can maybe send me some other things and I will decide if I unsubscribe or not. Something like that.

My intention is that I don’t want to, because I work in Germany, and here people are very serious and strict business. They don’t like to get marketed much. [00:14:30] So they want to decide, okay, I decide for a series of videos, and I don’t want to get more. They feel that is spam.

Chris Davis: Yep. Okay. I’m going to go over how it’s done, how I would do this. So let me explain it really quick. Demian, [00:15:00] you’re thinking perfectly. This is right along how you need to be thinking. They opt in and then they get a series of emails. And after that series of emails is essentially when you want to let them know, hey, we’re finished. Going forward, I’ll be sending you no more than an email a month keeping you in the loop of some of the latest things that are upcoming, and in [00:15:30] training in books and whatnot.

To do that, what we’re going to say is… is my audio okay?

Demian: Yes, very good.

Chris Davis: I want it to be a little thicker than that. Makes me look better.

Demian: This is Zoom, right?

Chris Davis: Yes, this is Zoom. So [00:16:00] they’re going to opt in and then they’re going to get their series of emails. This is your follow-up. And then here, if they’re finished… No. Yes. [00:16:30] If they’re not finished, they’re essentially just in there. If they are finished, now we’ll send them email that says next up. Or, you know, things to come. Along with that email, we can also, perhaps, tag them as campaign, [00:17:00] oh, did I do that wrong? I did that backwards.

Demian: That’s right.

Chris Davis: There we go. Campaign enabled. So now everybody with this tag here, on the campaign enabled tag, are the ones that are safe to send to.

Demian: Yeah.

Chris Davis: So essentially what we’ve done here is we’ve isolated them. [00:17:30] Remember, right in here, they should not receive any communication, any additional communication than the follow-up.

Demian: Yes. Can I jump in? So this would be the normal scenario, but do you think it’s a good idea to give them the option to say no, wait, if you have a webinar [00:18:00] coming up that is related to this burning question I have, I want to receive it. I don’t want to know after I went through the automation sequence that there was a webinar and I couldn’t attend. Or is it too much trouble to give them these options?

Chris Davis: No, Demian, you know how you can do it? In these emails, in the follow-up emails, you could just do it in the PS.

Demian: [00:18:30] Yes, that’s what I was thinking.

Chris Davis: Right, just a simple text like “Hey, don’t want to bother you and I won’t send this to you, don’t worry.” Something like that. “But if you’d like to be notified on upcoming trainings that I hold, just click here and let me know.” Otherwise, you won’t do anything. And when they click those links, you add this activity, right?

Demian: Yeah. And that’s my second question. I would love to have the ability to track their decisions without there having to [00:19:00] be a link clicked and a window open. Is that possible?

Chris Davis: It’s not reliably. We could try to go off opens, but at the end of the day, they’re going to have to show some consent. They’re going to have to do something.

Demian: Yes, but can they click on the link but this gets tracked… [00:19:30] normally they click on the link and the browser opens and the window opens and the thank you page opens and it says thank you for your feedback. Can this be shortened so that they click on the link and they get in the same thing within the email [00:20:00] or even when they are on the web page. The idea would be in the email itself.

Chris Davis: Yeah, you want to keep them in the email. You don’t want to disrupt their flow.

Demian: Exactly.

Chris Davis: You just want it to say “Thanks, got it” and then they can keep reading the email, right?

Demian: Yes. That’s not possible, is it.

Chris Davis: Not that I know of. I have seen people embedding, and [00:20:30] these are like e-commerce stores, I’ll get an email and they’ll send me a survey. And I can fill the survey out in the email. So I know the technology exists out there. I think what the problem is, Demian, is I don’t think it’s affordable yet.

Demian: The second option, if they are on a webpage and they click a link there, can this be tracked without [00:21:00] another window opening?

Chris Davis: If they’re on your website?

Demian: Yes.

Chris Davis: And they click a link, you’re saying can you track that link click without them having to go through the destination page?

Demian: Yes.

Chris Davis: You can. You can do link click tracking. That’s outside of ActiveCampaign. That would be on platforms like Google Analytics. Every time a link is clicked, regardless of where they go afterwards, it fires off an event. So it [00:21:30] would be a bit more technical to do some event tracking on your website, but you could. That’s why most people do use the destination page.

Demian: Okay.

Chris Davis: They use this page, click that link.

Demian: Last question. In the case that they are in the membership side and have logged in, can I then track something like they put a check mark on something.

Chris Davis: Absolutely. Now, if you have a membership site where they log in, [00:22:00] you’ve got a lot more flexibility. Yes. Demian, did you listen to the membership series that I did?

Demian: Yes.

Chris Davis: If we think of Active Member 360 [inaudible 00:22:14], they have the ability to run automations. If somebody visits a page or if they take a specific action, if it’s their first time logging in, it opens up… and it [00:22:30] may make sense actually for you for the people who buy your books, maybe it’s just they get access to a free academy where you can more easily engage with them there and not rely 100 percent on email. They log in and they haven’t registered, you could display the registration ad. If they had registered, you could hide it. That way it’s a lot less friction in it and it’s really more personalized. [00:23:00] If they already registered, they don’t know. It’s happening and they don’t know anything about it.

Demian: But they have to log in every time.

Chris Davis: There you go. They have to be logged in. So you could use your website or a membership site as your second engagement opportunities. Email for one, but then they also have the action that they take in the membership site as another way of displaying.

Demian: [00:23:30] Thank you. My next question will be about what you put. I do this on another office hour, but I would really like to ask you about the different membership options.

Chris Davis: Listen, Demian, how about this. I’m going to get Goranka’s call, get her question answered, and then walk through these other ones, and if we have time left over, we can jump back on.

Demian: I’ll call [00:24:00] another day.

Chris Davis: Either way. Thanks for joining in.

Demian: Thank you so much.

Chris Davis: No problem at all.

Demian: How do I get off from…

Chris Davis: I’m going to change you back to an attendee here.

Demian: All right. Thank you.

Chris Davis: Great questions. Demian brings up a good point that I want you all to be thinking of as well, and that’s how else can I engage with my audience? [00:24:30] A lot of people are really one-dimensional, like, if I can’t send them an email, I can’t talk to them. Those are the people that are like borderline spam, because that’s the only tool. One-trick pony I think is the term for it. But that’s all they know to do. So now, I’m so glad Demian asked his question because he brought to us, just to remind us that hey, look. There’s more than one way to engage. You should have more than one way to engage with your leads.

[00:25:00] You may not want to interrupt the flow that they’re going through. Your follow-up may be really valuable and you don’t want to disrupt that. You can do it more strategically in other areas.

Goranka, if you want to raise your hand, I will give you access and you can ask your question. All right, there we go. Great questions today. Unmute. All right, Goranka, great to meet you.

Goranka: Same here, how are you?

Chris Davis: I am doing [00:25:30] well, and you?

Goranka: Doing well, thank you. I just want to say I’m completely new to all of this, so I just signed up this week, I worked with my one-on-one coach this morning and then I learned about this and so far I really appreciate the content. Especially I’m going to do the podcast on SEO. What I get to do by Monday morning is figure out how to send… I blog, and I sent once a week, which is on Monday mornings emails to my list. How [00:26:00] do I send automated blog on Monday morning? So that’s what I need to know for Monday. And then I’m going to learn other things as I go along.

Chris Davis: All right. So I’ll give you the standard option. Do you have a WordPress site?

Goranka: No, it’s actually a Shopify website blog platform.

Chris Davis: Okay. I’m not sure what Shopify’s RSS feed is, but I know that they have one for their blog. What you want to do is go into [00:26:30] your automation. You all can still see my screen, right? Just want to make sure. Let me know, everybody, if you can still see my screen. Sometimes it goes away when I promote. Goranka, can you see my screen, still?

Goranka: Yes, I can.

Chris Davis: All right, great. What you want to do, I’m going to use an example, I think mastering marketing automation is [00:27:00] the example one for this … yes, it is. All right. So in here, let me get you here so I can keep track. Goranka, sending blog email through RSS. All right. You get an automation with your name on it.

Goranka: Thank you.

Chris Davis: Welcome to my ActiveCampaign account. Okay, so here’s what we’re going to do. We’re going to go on RSS-based [00:27:30] star trigger. For WordPress it’s normally the name of the website URL and then /feed, I believe. We’ll test it. So /feed and when do you want it to check? I always have it check at 12 a.m. This is not when it [00:28:00] sends, this is just kind of like a polling. I’m going to look at this URL every day at 3 p.m. But for you, since you’re only doing it weekly, you could do it every Monday at 12 a.m. So we’ll do it weekly, weekdays, Monday. And then do 12 [00:28:30] a.m. in your time zone. Require one or more new items. What we’re going to do is whatever segment that we’re choosing that the people get added to, in fact, honestly, when this goes, when this triggers, everybody on your list will receive it.

So ideally you have somewhere where you’re saying this [00:29:00] is a newsletter person and this is not. So I’ll just say under custom fields, it could be tags too. It could be any criteria. How are you marking the people who want to receive the weekly newsletter?

Goranka: I include in the newsletters. So I have Mindful Monday Inspiration, which is usually a powerful message to start your week, as part of the email. There are product photos and links to the website.

Chris Davis: And they [00:29:30] all fill out a form, right?

Goranka: Yeah, they click on it and the website has a form.

Chris Davis: All right, so I’m going to keep it simple. I’m going to go to actions and then “has submitted form.” Do I have a newsletter? I don’t have a newsletter form. Wow. Out of all of these forms. So we’re going to act like PDF download is our newsletter form. So now, only the people that [00:30:00] have submitted that form are going to be eligible to enter in this automation every weekday at 12 a.m. at the right time.

That’s our start trigger. Now it’s monitoring this every day. Once something happens, what we’re going to do is we’re going to wait. [00:30:30] We’re going to wait until date and time, current day of the week, in your time zone is Monday. We’re going to say… and the current time of the day, where’s time, current time is 8 a.m.

[00:31:00] How can they enter in? They can enter when there’s at least one new item added to the trigger. This is saying it’s going to check at 12 a.m. so if you’re going to update it after 12 a.m., this won’t trigger. What time do you normally upload your blog?

Goranka: Usually on Sundays, the day before. By Sunday night I have it done.

Chris Davis: All right. So as long as you do it on Sunday, you’re fine. [00:31:30] Because 12 a.m., midnight Sunday it’s going to look and say, hey, we’ve got a post. And it’s going to fire it off for everybody who’s filled out the form. Then it’s going to say, look, I know you’re in here, but wait. Wait until later on, either tomorrow or later on today at 8 a.m. Then send the email.

The next step to the email is going to be RSS. [00:32:00] I’m glad you asked this question. I realized I don’t know if I’ve ever walked through through this process before. Let’s get a basic template. Last time I got fancy. Let’s just do this. New inspiration for the week, we’ll do something like that.

What you’ll do, Goranka, is this. Now this is optional, this is where it gets optional. When you publish your inspiration [00:32:30] to Shopify on Sunday, you could just copy and paste a snippet in here and just have it set up. Or you could do it this way, where you could enter in an RSS feed block. I’ll see if I can pull this off. This will tell me if my URL is right. Yes, it was. There it is.

So as of right now, it’s a test site so this is the only thing that shows. And I’ll say shows one [00:33:00] item. So now, you can see it’s going to have the title, the date, a brief description, and then a link. But we can customize it. What I would say is have a title with the link, the date, we don’t really need that. A short description, and then maybe the link to the inspiration.

Goranka: Okay. Can you add more segments to this email? Can you add more to the email that gets sent out? Can you attach a photo [00:33:30] of something or…?

Chris Davis: That’s a good question. You can. It’s going to rely on the RSS feed. This one is just like the…

Goranka: Barebones.

Chris Davis: Like WordPress. Or you know what you could do is let’s say you have, this is what it would look like except this would be hyperlinked. [00:34:00] So let’s say you have a logo or an image for the inspiration. You can always have that image here.

Goranka: Perfect.

Chris Davis: With the nice design that says weekly inspiration. So every time…

Goranka: Even a text block, I see that right now on the template.

Chris Davis: Now all of these, any time you add the image or the text block, that’s going to be static, where this, this RSS right here, is going to update automatically [00:34:30] with the latest one.

Goranka: Can you embed a link into the image?

Chris Davis: Yes you can. So if I go here, I don’t have any good images. Oh, look at this. We’ll do this top nav. So now, we’re getting somewhere here. Now whenever I update this feed, this RSS feed, whether it be Shopify or WordPress, it’ll always have this link. But [00:35:00] this text is going to be dynamic to my post, my latest post.

From here, when I highlight the image, right here is where I can link. So I can put the link right here and take them anywhere I want to take them. And if you hit this gear button you can also add actions, when they click that link you can tag them, add them to automations [00:35:30] and whatnot.

So that’s how you would set it up. Now, this is kind of like a one-time setup, and it’s not much maintenance required to it. The people themselves, they’re the ones opting in to your newsletter by filling out the form. Every time they fill out the form, they’re now going to be qualified by this automation to enter in. Your automation is going to wait until Monday. When it’s Monday it’s going to send it out at 8 a.m. [00:36:00] All you’re doing is going into your Shopify, and you know that by midnight on Sunday I have to have my inspiration uploaded.

Goranka: So this RSS feed will automatically pull the latest and greatest from Shopify?

Chris Davis: There you go. It’ll automatically do it because in this email, what we said was instead of requiring me to update this every time, we grab this [00:36:30] RSS feed, move it over, and then when you go and you edit it, you’ll see this is the URL. So if anything, I would ask Shopify what’s my RSS feed URL for the blog portion of my site. And they should be able to give it to you. It may be feed, it may be exactly what this is, or maybe something else.

And then you can say one item, three, four. Some people use this to send weekly digests, but for you it would just be one [00:37:00] item. And then it’s always going to look at Shopify every day, every day at 12 a.m., it’s going to look and say hey, do you have something new, do you have something new, do you have something new? Then on Monday at 12 a.m. it’s going to look and say oh, there’s something new. That’s what it’s going to populate this email.

Goranka: Okay. Fantastic, thank you.

Chris Davis: Yes, no problem. Thank you for asking and using the audio. It’s always nice to talk and [00:37:30] meet you on. I’ll put you as an attendee now.

Goranka: Perfect, thank you.

Chris Davis: Yep, no problem. All right. Great question. Goranka brings up another good thing, which I see Susan, Susan, I thought I saw you — yes, here it is. Susan says welcome, Goranka. She says I’m happy I’m not the only newbie to AC. You know what? [00:38:00] We’re all newbies in a sense, right? We’re all trying to figure out something new that we didn’t know how to do. Even me. Earlier today I had to go to my notepad and write it out.

Goranka brings up a great point as well. She just signed up, she had her one-on-one and now she’s on office hours. I can’t commend that enough. The learning curve to any new platform is the biggest hurdle that you’ll ever face, especially in [00:38:30] marketing when everything is time sensitive. So the fact that Goranka has really come in and hit the ground running, that momentum, she’s going to be able to ride that. In the next few months or so, she’ll probably be able to make huge leaps in the platform and getting going. So, Goranka, feel free to come back to any and all office hours. You’re not limited to one. This is open. You can come as many times as you would like.

Susan, let me get to your question, [00:39:00] and then Tyler, I’m going to come back to yours. I’m doing this because I see the names. Susan, I see you’re here. So I want to honor the people who are actually here and make sure I get yours answered.

Susan, I’m glad you asked this question. I am so glad you asked this question because I’ve run into this not just in ActiveCampaign, I’ve actually run into this in WordPress. WordPress is probably the biggest culprit for me. Let me walk through this. She’s trying to receive [00:39:30] an email notification when someone signs up for a form. So let me just show you all which screen Susan is talking about. And, Susan, I believe you’re in my account. You’re probably in here for automations. So now you’ll be in here as a form.

Here’s what she wants to do. Add an action and email results. See that? [00:40:00] So they’re going to subscribe to a list and they’re going to email results. Now, right here… let me see here, send to my emails… wait a minute. What I filled out was… how did you determine the send to email and from? The name? I think [00:40:30] it’s over here, right?

What Susan was saying is that … these screens, they tend to blend together sometimes. All right. She said her send to email, to her Gmail account, send to, so I’ll say that. And then she used her from email as her Yahoo account. So, Susan, great job on this, because many times people use the same email and what happens is sometimes [00:41:00] it can get tricky. This wasn’t in your spam, either, right? You checked your spam? Let me know if you checked your spam. Okay, good. She said it wasn’t in her spam either.

Most of the time the check that you have to do is make sure the from email is never you. The reason being is because Gmail, Yahoo, AOL or whatnot, Outlook, all of those platforms, they’re going to look [00:41:30] at the server in which the email is coming from. So since the server is coming from ActiveCampaign, they’re going to look at it and say hey, wait a minute, this isn’t you. This is ActiveCampaign. Why are you trying to fool me, is essentially what they’re going to think. Sometimes they could block them, which is what it sounds like is happening to you.

So try this, Susan. For the from email, try this: no reply at your domain dot com, whatever your [00:42:00] email is. You can use your website. So I’ll just say But if you use no reply, that tells the email client that hey look. This is an automated one-time thing. I’m not using it for marketing, essentially. Because if they try to reply to this, it’s going nowhere. It’s literally going nowhere.

And then instead of your name, like Susan, [00:42:30] I’ll put your business name. I’m just saying Bemis Enterprises. The subject line doesn’t really matter. Try those two things and let me know if that does not help fix the problem. Let me know.

Susan, tell me this. What’s your [00:43:00] website URL? All right. Dot-com, dot-net. So that’s what I would put in there for the from email. From here you can put Bemiva right here. [00:43:30] That way, what you’re doing is you’re telling the ESP, hey look, I’m not trying to act as if this is me. It’s a system email, essentially.

Mark said test email sends from inside AC, also require an email different than the one you used to create the AC. Yep. Okay, yes! Susan, we [00:44:00] win today. You and I together, we win. You asked the question. I just set it up and you took it home. Great, yes, we have victory. It’s always great to end the week up with a victory.

I’m so glad you asked the question. Do you all see why every question is important? Because there’s so many details. So many details. So now, you know when you use the form action, if you want to be notified every time someone fills out this form, this is how you [00:44:30] do it.

That also brings me to one bonus question. Goranka, yes, we will have a replay of this session and it will be up on the site. You can check here. Goranka, this is your first time, so what we’re doing is we’re actually in the process of redesigning this site for that very reason, so that we can more easily find this stuff because it’s kind [00:45:00] of buried right now. This is the link for all of the office hours, so it will be right at the bottom of this one, all right?

And then Demian says is this only for notification or for automations and broadcasts? This is only for notifications, Demian, under the form settings. So every time someone fills out a form, Susan wants to be notified.

There’s another way, [00:45:30] too. This is a little different. Let’s say every time someone subscribed to this list, and I say that because most of the time your form action is going to subscribe somebody to a list. So if I go back to Susan, and I go to edit, you’ll see that I have the action that subscribes them to the master list, right? So I could go here and go to my master list [00:46:00] right here, and say advance settings. Then what I could do here is send subscription notifications to and I could put my email right there. That one’s going to come from ActiveCampaign. It’s going to be the name of your ActiveCampaign account, actually. Then it’s going to have all the custom fields, it’s going to say, hey, you just got a new lead.

So here’s another way. Let’s think about this. In this sense what Susan’s doing makes sense [00:46:30] is because, watch this. What’s good is this. Let’s say this is your list and you have two forms. [00:47:00] Maybe you want notifications for this form but you don’t want notifications for that form. Instead of using subscribes to list, now you can differentiate which form exactly it is that you want to receive notifications for, instead of always doing the list. If we did the list, that means either one of these forms every time. But maybe you don’t care [00:47:30] about the people coming from one particular form. Just so you understand the use case there. I am so glad we figured that out, Susan. I am so glad it worked.

We’re going to finish off with Tyler’s example. Here’s the thing. The two ways to do this is one with lead scoring and going into your account and what I could do is under contacts, [00:48:00] and then I go to manage scoring. Remember, Tyler wants to count the events that have happened, the opportunities non-relative to time. Everything’s relative to time but you know what I’m saying. If we go here and say contact score, what we can do is say opportunity score. Actually, I don’t want to do it here. So if I set [00:48:30] it here in the lead scoring settings, that means it’s going to only run once. Rules run once. Once they’re true, they add the points and then you’re done. It’s not like these rules run every time.

In order to do that, you need to come into automations. Instead, in automations, you’re going to need to know what opportunities you want to track. Those opportunities become your start triggers. [00:49:00] Maybe I want to say they visited my website. They visited my contact page. That’s something that I want to count. Tyler opportunity count. That’s something that I want to count, so when that happens, I’m going to go here and I’m going to adjust the score and [00:49:30] did I save it? I left. I just left. I aborted my own process. Let me go here.

What you’ll do is you’ll set up this score, where was it? Okay. We’re going to do opportunity count is what we’ll call it. [00:50:00] Make it active. We’ll give it one, right? It’s got to have one. So we’ll start out if they fill out a form. Submits a form, save that, and then we’ll give them 10 points that expire in 30 days. So you’re going to start out with 10 points. Everybody’s going to start out from 10 points. They will have zero points if they do nothing in 30 days. [00:50:30] So that’s your first thing.

The second thing is being able to add to the score. Now that I have a score, I have my baseline score set up in there, my baseline points. Let me refresh, and now I want to say, okay, let’s do more engagement. Honestly, Tyler, what you’re asking is really a lead-scoring example.
Mark, man, get out of my brain. I did not give you permission, Mark. Mark posted a, [00:51:00] oh, Mark, make sure you do it to all attendees, because I can see it but they can’t.

There are three big resources on lead scoring. What you’re trying to do, Tyler, is best done with lead scoring. If lead scoring is overwhelming for any of you, this is what I recommend. This is what I recommend doing. Going right to this one. This framework, I’m telling you, is easy to get in place, [00:51:30] it has all the links that Mark is sharing actually in here as well. All great resources. If we look at it, we can now score people based on not just opportunities but their actions. The score is going to determine their engagement.

Essentially, we took the long way. Everything that we’re talking about here is lead scoring. [00:52:00] Everything here is done with lead scoring. To get started, I would recommend doing this. In fact, that’s what I did. I started out with 10 points for a prospect, because I wrote this, it just has become my framework. But 10 points for a prospect to start out, and then depending on the activity that you do, you can keep earning more and more points. As a business owner, you’re going to set your threshold and say hey, look, when somebody’s above [00:52:30] 50, they’re engaged. If they drop below 10, uh-oh, they’re falling away. Everything you’ve described here is done with lead scoring. Everything, Tyler.

But I know why you asked a workaround, because he was saying, do you have any thoughts on how to achieve this without lead scoring? As it is, that’s the only feature in the plus plan that I would use, so I have to double my monthly cost to get a single feature. In closing, everybody, this is what I would [00:53:00] say. This will be my response to this one. Though you may double your monthly cost, how much will your business double? That’s really the question that we’re asking. If I am paying $10 a month and I have to upgrade my account to $49 a month, at that point it’s a 4x increase. If that could bring me a 10x return, who wins?

So [00:53:30] sometimes, I get it, but let me be the first to say, Tyler or Riskology, I get it because it feels like all these platforms, it’s like they give you enough to make you want more. So as a user of ActiveCampaign I understand, and I’ll tell you this. When I upgraded my account personally, because I use ActiveCampaign personally, the only reason was lead scoring. I didn’t use the SMS. I didn’t use anything else. Lead scoring. That was why I upgraded. And when I upgraded [00:54:00] to lead scoring, then I started to use the CRM more and more. Now I use the CRM and lead scoring and I feel like it’s a steal, like oh my gosh, I’ve got so much power with these two.

The only way you can make sure that you are not held hostage by the price of any and everything is to understand the ROI. So Tyler, whatever the increase [00:54:30] of what you will pay for the next value, if you can’t make that back and more in your business by adding that feature, then you’re right. Find out another way around it, find out another way to do lead scoring. But from your example, you seem really sharp, you seem pretty business-savvy. So it’s a matter of numbers now, right? Do you want to double your monthly cost to 4x, 5x your business? In that event, basic [00:55:00] ROI, mathematics in business minds will say absolutely. I can put $50 in a month more and get $100 more out, I’m doing it.

So I don’t want you to take too much time trying to figure out a way to do it without paying that you waste time and money trying to figure out how to save money. We’ve defeated the purpose at that point and I definitely do not want you to do that.

[00:55:30] Tyler, I hope that was helpful watching this replay. If you click those links, I don’t know how to get you those links, but you see them. This is the biggest one. If you go to the learn center, Scroll down to lead scoring best practices. That’s a great start. That one alone is going to get you where you need to be. Get lead scoring set up and then jump on a call with me, and we can go over what you have set up with lead [00:56:00] scoring and how to not rely on time more than you’re relying on opportunities and actions that they’ve taken.

The reason being is that everybody, we saw this, you’ve got to have a consistent frequency. If not, it’s going to affect you negatively. You’ve got to be able to set expectations and consistently meet them. If not, it’s going to affect you a certain way. If you don’t want your marketing or your engagement [00:56:30] to be measured by that, then lead scoring is the way to go. I don’t know of any other way to do it without lead scoring, in any platform, like you said.

Here are these five stars, that’s MailChimp’s … I don’t want to say the poor man’s lead scoring, but it’s their way of qualifying your contacts for you. You don’t know that criteria at all. You have no clue, so you’re trusting them blindly that their algorithm is making the best decision for you, which I would never do. I want to go in there and set the rules to my lead [00:57:00] score, I want to see leads go through, I want to adjust it, tweak it. MailChimp is a good start, to see stars, but once you want to start getting a lot more granular and more personalized with your marketing, then absolutely take control over it with lead scoring, especially with ActiveCampaign.

All right, with that being said, I’m signing off. I want to thank you all for your attendance as well as your questions, as well as your willingness to help each other. A lot of collaboration here. [00:57:30] Yes, you’re very welcome, Susan, you have an awesome weekend as well. Mark, always good to see you. Have a safe weekend, everybody. We do it again Tuesday at 10 a.m. Central. I’m back, office hours live, answering questions just like we did today, and then next week on Friday at 1 p.m. I would love for you all to be back on. Update me, let me know what you’re doing, what’s working, what’s not, and how I can help, how we can help as a company to continue to move you forward [00:58:00] in your business using our platform and other technologies that integrate with us.

That being said, have a great weekend, be safe, enjoy your time off, unplug just for a little bit. It is the weekend, so some people go up. If you’re going to turn all the way up this weekend and just go full force, just unplug for a minute before you do that just to get recharged and be able to have that break. Hopefully, like I said, I will see you all next week. [00:58:30] Tuesday at 10 a.m. Central.