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Office Hours – October 17, 2017

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

Topics covered in this session:

  • The difference between Go To and Goal actions
  • How to use automations to send out conditional content in emails
  • How to sync your contact database with Google Sheets

 

Transcript

Chris Davis: All right, if you have any questions for today’s office hours, don’t have a cue in my email so we’re good. We’re good to just go live shoot from the hip everyone. And if you have a question that you like to, you’d rather email to me, cdavis@activecampaign.com. I ask that if you email me, just make sure somewhere in the subject line you place the text office hours. So I know the nature of the [00:00:30] email so it doesn’t get lost and it could be answered live.

So with that being said, if you all have any questions, let me know. Feel free to type into the chat right now, let me lower my account. All right, great. And I’m thinking last week I can’t remember what we went over last week [00:01:00] but all right. Megan great question, all right. Let me put it up here. Let me make sure I spell it right Megan. Here we go. When is GoTo useful? I’m just now comfortable with Goals but not yet seeing how I might want to use GoTo?”

Well Megan [00:01:30] I will say wow, you’ve actually gone in reverse. Most people struggle with Goals. So hats off to you for understanding Goals. Listen everybody, before I answer this one, Goals it’s a feature that is worth your time and your investment because understanding Goals opens a world of opportunity and potential and just ease when you [00:02:00] know how to use them. Katrina says she love GoTos. Great ways to keep automations clean. So you use both of them everybody, you’re going to use Goals, you’re going to use GoTos, you’re going to use WaitUntils and in fact, let me show you Megan a really good case for the GoTo. The GoTo is great for sorting example, please let this first example be the one that I’m looking for. And it is not, [00:02:30] all right, let me see. I think this is the one.

There we go, all right, we’ll use this one but that’s not what I’m looking for. I’m looking for a specific example because it’ll make more sense to you. Maybe adjust that one. I’m going to adjust one of these. All right, so here’s one way. [00:03:00] One way is when the contact like here, they’re subscribing to the list, we’ve got some criteria and if they meet this criteria, we want them to get this tag and then enter these automations. So essentially, the GoTo action is … a great use for the GoTo is when you have two branches that you want to … you want people to go through both branches but you want [00:03:30] to prioritize.

So if they’ve already gone through this and they meet the criteria, we just want to go down the no branch. But this is like their first time through it, if they go down and they don’t have the particular information, they go down the yes branch and then we can have a GoTo and send them down the no branch as well. And another thing I can do is in combining branches, I can actually skip a step as well. Right, so if they go down the yes path, I want [00:04:00] them to get this one and just go into this automation instead of if they go down the no path I gave both of them.

So that’s one … excuse me everybody, it’s colder this morning. So I’m sniffing a little more but that’s one way of using the GoTo is combining paths so a person is not … they’re not limited to only the yes path. They can also get some of the no path or if you’ve got multiple yes or no paths, you can send them to another one. [00:04:30] And essentially this is it right here. So look at this one. When the score changes, what we’re doing is we’re checking to see what they should be changed to. Do that do they need towards prospect lead or SQL. Now this is a sorting automation. Yeah, so this is a sorting automation that only has one outcome.

So [00:05:00] this is more like a radio button sorting. A GoTo action essentially turns a radio button sorted automation into a checkbox sorted automation. So if it was possible in this automation for someone to be a prospect, a lead and SQL, if they could have all of those criteria checked, then we could do this [00:05:30] and use the GoTo to do just that. Which again is building on the foundation that I just laid. Merging allowing the combination or the traveling down of both branches. So they travel down yes first, then they travel down no. So it’s using that same functionality and if I do it here … let me just copy it. [00:06:00] All right copy that and then go up there. Now you see another use case, there we go.

Now you see it, I shouldn’t say another use case, but now you see it in its totality. I’m going down the yes branch first, then GoTo the no. And if I go down the yes branch three times, I’m essentially checking three boxes. Whereas when I didn’t have the GoTo, [00:06:30] it was essentially just like a radio button. You can only go down one of these paths and whichever path was true after that the automation ends.

So those are two really good use cases for using the GoTo action. Most of the time that you’re going to use the GoTo action is to combine branches. However, well let me do one more, let me show you one more. I’ve seen, this I don’t recommend it at all. [00:07:00] I don’t recommend it only because if anybody knows me, I am so nervous of an infinity automation. And that means it’s an automation that someone goes into that they can never get out of. In fact I’m going to show you exactly what I mean.

This is my Infinity automation, I’ve seen people do this. And those who do it, I’m not judging you at all. I’m absolutely not judging you, [00:07:30] I just prefer to set up two automations. Anyways, I don’t like contacts forever in an automation. Infinity loop is what I call this. And they start and maybe we’re sending this monthly update. And then we have … [00:08:00] So right when we come in here, we’re going to go, we’re going to wait until the date and time, current day of the week. I want to do current day of the month. Current day of the month is the first. So every first of the month, [00:08:30] every first day of the month, we’re going to send this monthly update and I need to wait a day after that and then say GoTo and then I go back up.

So you see this? This is just going to keep looping right. If somebody is going to be added into here somehow and they’re going to wait until it’s the first of the month, at that point where it’s the first, they’re going to get the monthly update. [00:09:00] Then they’re going to wait for a day and go back and wait for the first of the next month. So if I have text in here, let’s say a message variable. Maybe I do have this email is like a static … well, hey, why not go through all of this, just to time the message variable. So let’s say I have this email and maybe [00:09:30] I should check and see if message variables are … no. Don’t worry about that everybody. Come on, you can do it.

So let’s say I have something like … welcome to this month’s update. Date report. Below [00:10:00] you will find all the important updates. And then here, I have a personalization tag that says updates. And this personalization tag of course if we go to message variables, message variables are found in campaigns, this dropdown added message variables. And now, I can go [00:10:30] over her, add one, monthly updates and we want to call it updates. And then the visual editor will go here and say released a new version of the product. Updated our policy and then we signed a lot of partner relationships. [00:11:00] Then we moved to a new location in the sky, how about that? That’s cool and we announced our local workshop. All right, so these are all of the releases. Font size, good font size and then I’m going to edit [00:11:30] and now I’ll just go back and copy this just to make sure and I’m just going to paste it right here.

All right, so now when I get this email, they’re actually going to get this text. So I know that after the 1st of the month, I just need to go in here, update you know, put out what has been updated right here, update these bullets. And then the email is going to be handled by the automation. [00:12:00] Watch this. So I know I have 29 days essentially. So I’m just going to set on my calendar the 27th of every month I go in and put my updates and though it’s the same email, this email will always send the most updated information because we’re using this message variable as text in the body.

And we got here by me saying although now, [00:12:30] this is actually not a bad idea. Me saying that people this infinity loop, that means this goes on forever and ever. There’s really no way for the contact to stop this unless they unsubscribe. If they unsubscribe and they won’t receive this email, but this is a very common case that a lot of people will use the GoTo to do a loop. You got to do a loop and send out an email, whatever criteria you like. So those are a couple of cases for you Megan. Oh very helpful. [00:13:00] Okay, great, great, glad that helped.

So that was a really good question. I guess I never really communicated GoTo. I just kind of use them as needed but for combining branches and looping. Combining branches, looping and skipping steps is what would GoTos are good for. Good for [00:13:30] combining branched paths. Looping and I forgot what I said, of combining branch paths and looping. Oh skipping steps/actions. All right. GoTos are good for … there we go. All right, [00:14:00] so yeah that’s a good follow up question, so what Maggie’s asking, Megan, sorry. I don’t know if you go by … it’s a habit, there’s like four Megan’s here and they all go by Meg … So it’s just a habit, Megan sorry.

“What steps would you skip that wouldn’t be done with Goals?” Oh, okay, great. Maggie’s fine. So here’s the thing, when we talk about Goals, remember the [00:14:30] criteria. Like think of the criteria in a Goal as always listening in the automation. So Goals are nosy. You enter an automation and a Goal is just … they’re just listening. “Hey did you do this? Did you meet this condition?” Because the second you meet the condition, they’re ready to just pull you where they’re at. Where GoTo requires, just follow me here. A GoTo requires that you complete the previous step [00:15:00] before you can skip. So Goals are more dynamic, GoTos are more linear.

A Goal is like, “Hey look, I don’t care how many steps are before me. When I am satisfied, when my criteria is satisfied, I’m going to execute and there’s nothing you can do about it.” That’s that dynamic flow of a Goal. They don’t care that you enter an automation, they’re just kind of like, they’re stalking you. [00:15:30] They’re watching. “Hey, did meet the condition? Did you meet the condition?” And the second you meet the condition, they grab you and pull you down to where they’re at. A GoTo is a little more reserved. A GoTo is like, “Hey look, I’m not really concerned with anything except the step before me, that’s it. Once the step before me is executed, then I do something but until then, don’t bother me, don’t wake me up until somebody has completed the step prior to my step. [00:16:00] So in this case it’s until somebody has waited for one day, I don’t care what’s going on. I’m going to sleep, I’m out of here.

But after they wait for a day, “Hey, I’m ready, where do I need to send them?” And then they’re going to send them to whatever step or action that needs to be taken. So that will be the main difference between using a Goal, skipping actions with a Goal and skipping actions with a GoTo. [00:16:30] A GoTo is going to require that at a bare minimum, the previous step at least one step before it has to be executed, where a Goal doesn’t matter. A Goal has no requirements at all. A goal can just allow you to skip at any moment, any time once the criteria is true.

So that will be the difference between the two when it comes to skipping. So Megan, thank you so much for asking that question. Like I said, [00:17:00] this stuff is in my head. I carried around but I never really realized that’s kind of like the decision making process. I GoTo, go through as well when I’m looking at an automation and I’m trying to think, “Should I use a GoTo, should I use a [inaudible 00:17:14], should I use this, should I do that. So it’s good to have all of them and have an equal understanding of all of them when one is good and another action is better. So, all right thank you for that. Yes, you’re very welcome. You are very welcome, [00:17:30] all right.

Let me see here. Hi Teddy, I appreciate you man. Ob’s got to a … he’s looking out, this is what community is about everybody. Ob he’s grabbed a couple questions from the Facebook group. Great thinking Ob, great thinking Nichols via [00:18:00] Facebook Group. And here is question. Let me grab the question, again thank you Ob. I typed all of that in, it was already in, see Ob you made my job easier and I’m the one that complicated it.

All right, “I’m starting to experiment more with campaign conditional content blocks. However, I’m disappointed to see that there’s only [00:18:30] all/any as an option for showing and hiding content.” I thought it was multiple course. Let me see, there we go. There it goes, I’m sorry.

“I would like to show and hide by any one of several tags existing and multiple [00:19:00] tags not existing simultaneously but that’s not possible. The problem would be solved if we could say show only to people with a specific list segment. But that doesn’t seem to be an option (unless I’m missing something?) Anyone from ActiveCampaign tell us if there’s a plan to improve conditional content blocks.”

This is a dangerous virtual Kimberly. This is dangerous because remember what the content … with conditional content, [00:19:30] it should be an on-off type. Let me pull it out. Conditional content is tricky and this I get some of what she’s saying but another part of what she’s saying concerns me. The logic behind it concerns me is what I’m saying. The complexity of the logic concerns me, there we go. Here’s what I mean everybody. [00:20:00] For conditional content to work, for conditional content to work, whatever you display … it’s so much easier to show you all this.

So let’s say I had conditional content, all right and of sensually saying [00:20:30] that anybody with a specific criteria, so let me say here, make this conditional, and I say, “Anyone with a tag that equals, I don’t know, customer, anyone with my customer tag can see this. Now here, where you say, she says, “There’s only all and any as an option for showing hiding content.” [00:21:00] And what is she saying? “I would like to show hide by any one of several existing tax. Not existing simultaneous …” Oh well that is, actually I don’t understand she said because several tags existing and multiple tags not existing.

So that would be that any function, right? If you have the customer tag, [00:21:30] and then if you do not have the … do I have … if you don’t have the free book, that’s … The problem we saw the show only to people in the … Yeah, this actually is not … unless I’m missing something. Everybody in the chat, let me know. But you see this, I would like to show and hide by any one [00:22:00] of several tags existing and multiple tags not existing, so I can select this to any, that means if any of these conditions are true. Or she’s saying she’d like to be more complex like if they have this tag and this tag and don’t have this tag and well, that would be all, then I’ll switch it to all.

[00:22:30] I’m not sure I understand the question, fully as far as what she’s trying to accomplish, but I will go on with my example. Okay, here we go Ob says… So if they have tag one or tag … yeah, thank you, okay. This is what Ob has helped me with. So if they have [00:23:00] tag one, or tag two or tag three and don’t have tag four, five and six, all right, I got you. So is more so like we can do in the segment builder. And all right, so that is one thing. Here’s why this is tricky. Because you have to have … so if this is condition, this is condition [00:23:30] A, you also need to find, define a condition not A. And that’s where it gets tricky.

So now, for this one, I would have to do … if they do not [00:24:00] have tag one, tag two or three. And then I also have to do and has … See, this is even tricky for me typing it out everybody. Tag four, tag five, tag six. This is why I don’t recommend it, I don’t recommend [00:24:30] it because remember for, if this is my condition A block and let me duplicate this. So this will be better for me to understand what her use case is because there’s probably a better way to do this. You can use an automation to handle all of the tight logic and then just apply one tag.

If I had an automation with an FL statement that handle this logic, then I can apply a tag and say, “Show content AA.” [00:25:00] Excuse me, so now when I’m in here, I can do, if they have tag show content A, show this block, if not, then show the other block. That makes my note condition very simple. You see what I’m saying? But when you put, when you put this kind of blended logic into an email … so let’s say this is content A, they receive this content and then this is … if they don’t meet that content. It’s not like you can just put [00:25:30] the condition on this field, on this content block, because if they don’t match this block, and this is the only block that’s there, they’re going to get an empty email.

So now, we can have some static email like you could have this to say, you know, the best way to do this would be if this is text that is applied regardless of the condition. They’re are always going to see this box. Let me make this background different. [00:26:00] So they’re always going to get this gray block, always, no matter what … Sorry, it would drive me crazy, all right. Look at the margin, so they’re all … I wish I didn’t have to do this, but it’s going to drive me crazy if I don’t, all right. There, huh. So [00:26:30] this gray block is always going to display, so you’ve got your default text. And then, to pull this off effectively, so I will, now I’m thinking through it a little bit. I can see where this will work. All right, so this is the default text, every email you send has this, and then if they have this condition, if they have condition a met it will display this.

So you know what? You don’t have to have this, this is wrong. You don’t have to have [00:27:00] opposite, how do I do the strength? Hey this is office hours, everybody I don’t promise … [inaudible 00:27:12] please, nothing. Okay, whatever. I don’t promise to have all the answers at the beginning, but look, as we work it through, it makes sense. So I’m going to delete this. So this is how I recommend do it. If you did do this, it would be [00:27:30] here. It would show, I’m sorry, it will show this content block here if the conditions are met, otherwise this block is invisible and this gray box would display all the time. And I think that’s the use case.

Let me see, I wonder if she’s running into issue with having too many conditions similar to how you build all the segment, because this is so complex. That’s it, that’s a good. Wow, [00:28:00] geez, let me put all … You all are on it today Katrina. This is what Katrina mentioned. I wonder if she’s running into issues with having too many conditions, similar to how when you have to … When you build a segment, you can only have five of each condition. Yes Katrina, I will agree with that and then Ob had something to say here. Check this out everybody. This is why I love office hours. [00:28:30] Ob says, “Yeah, I would definitely challenge and revisit the logic needed behind the request whenever the solution is so complex, convoluted in AC, I have found that my logic was the issue, not the platform and there usually is a very elegant way to achieve what I initially wanted to do. Ab, you’re spot on.

This is what I will recommend do everybody. I don’t anticipate this feature making it into … because it would …  I don’t anticipate this making it into the conditional content [00:29:00] block because it really confuses things. I mean it will make it, I don’t want to say confused, let me not say that. Product could have a different rewind, erase, everything as you said. So what I would caution you with doing very, very advanced logic as far as conditions, I would recommend handling this in an automation. I mean if there’s an automation, because you’re setting the logic [00:29:30] somewhere, like they’re getting those tax somewhere, they’re in an automation somewhere.

So for this one, we could do Kimberly Logic, this one was a little rough, but we’re working through it and the solution will be beautiful. I promise you that, if else. So now I can do, if they have tag one [00:30:00] or, watch this, tag two, what happened. That’s certainly tag two or tag three and a new segment group, and [00:30:30] does not have, tag four does not have, no, no. So, I’ll just put it, I’ll just use or for now, but I have a question, if they have all [00:31:00] of these texts or just one of them is what she’s looking for or probably just one. Tag five, the logic, even using an automation this logic is very, very … I would test this, oh my goodness I would test this so, so much one year. And I’m not talking about this specific one that Ob is showing, I’m saying if we wanted to have but show hide by any one [00:31:30] of several tags and multiple tags not existing. So we’re mixing existing and nonexisting.

We’ve got ors ended with or. This is either way, this is very, very, very complicated. Listen every, this is has beautiful as it’s going to get. So just bearing in mind that we’ve tested this logic and it works, this is how we do it. This is exactly how we do it. Now Meghan watch this, [00:32:00] Meghan, we’re going to bring this full circle, because we’re going to go use the go to action, and the go to action is going to combine to pass, oh my gosh, I’m getting excited now. I told you we started off rough, but watch this. All right, so we go in there and we see our conditions right? I’m using Abs examples, they have any of these tags or, or and none of these tags.

If this is a true, this is going [00:32:30] to be a very difficult true, but if it is true what do I want to do, watch this. This is how I would do it. Content A. Show content A. All right, now Meghan follow me, because you are playing a part in this. Here’s what’s in store and [00:33:00] now watch this everybody, now we can go back to you. Now we’ve made, we’ve made this beautiful, this is going to be beautiful. I mean, laughing at you guys’ comments down here. All right, watch this everybody. Where did my text go? There we go, [00:33:30] just for you. I have an exclusive offer, please don’t share with anybody. Crafted just for you, it involves everything I’ve ever wanted to give away [00:34:00] for free so I’m doing it now. Click the button below to … I’ll just say click here, click here to get.

None of this matters, but it just looks good in the email. Campaign.com/getit. All right, [00:34:30] so now, we’re going to make this into something that would actually, like we would actually use because I believe in giving full examples, so that there is no question. Like, “Well I wonder about this. Or you know I want to change this to 40, give it from space is my padding in margin, you all know who how I am, with my padding and margins and actually I don’t want to do it like this, I just want to the top and bottom. [00:35:00] This doesn’t increases, hurry up, hurry up. I’ll do 15 this time. All right background is going to be, let me make it a little darker. All right there it is. I don’t like it, the heading, sorry, sorry, sorry. 25. That’s a little bit …

Okay, now what am I going to do? Conditional content, if they have [00:35:30] tag, so content A. Now, there we go. So let’s jump back, let me save an exit. Let’s jump back into the automation real quick and this example, this example should be complete with Meg’s help, what do we do? So we come in here, if you don’t match that criteria, [00:36:00] you’re going to come down this no branch. And, let me see, I want to edit this in another window. I need to open this animation in another window, because I want to have both up so you all can see this. That’s the only way to really bring this home. So let me, just bear with me, we’re getting here, we are getting here.

No. I’m trying not to be the perfection … [00:36:30] you all are seeing more raw process, can you imagine me building in automation, sometimes it just takes a little longer because there are little things that just drive me crazy. And if I look at them for too long, literally I get depressed, I do. When it comes to automation and all, I want everything to be clean. All right, so now, this is … well okay, here we go, let’s bring it home. [00:37:00] They come into this automation. Now we’re looking at the conditions, this is from Kimberly’s question, she was saying, “Hey, in conditional content I can’t do this.” She can’t do this in the conditional content, which fair enough, but since we can do it in automation, and the contact is going to be in an automation, why not do it here? Because it’s going to simplify our conditional content.

So if any of this is true, this [00:37:30] logic which tags always test your logic, if this is true, then we are going to show them content A, which is this see? We’ll show if tags show content A exist, that’s the only way they get this content, the only way. Otherwise everybody gets this email, so the yes branch gets both content blocks; the no branch only gets this. [00:38:00] So what do we want to do? To send this email effectively, we’ve got to do what Meg say; go to action. And what do we just do Meg? We branched, we combined the yes and no but what did the go to action say? “Hey, look, I’m only sending you to the no branch after you have this tag. If you don’t have this tag, don’t bother me.”

I guess go-tos [00:38:30] can be kind of rude in that sense, because they like seem like they don’t care. I’m thinking of them as like characters, characters I’m sorry, this is what you get on Tuesday, but I’m thinking of a go-to is like a character like, “Look, do you have content A? Stop bothering me, don’t call me, don’t do anything, shut my door, close my door, lock it.” But the minute that previous step is executed, then it’s like, “Hey, thank you, you’ve got it, is it all good? All right, good and then they send them over here. So this is exactly how [00:39:00] I would propose Kimberley you doing exactly what you said. When they’re in the automation, before you send the email, put the logical case in there.

This … you know what, I’ve never built this automation, but now that I’m looking at it, this is a conditional content automation. This is it right here, if you want to send conditional content, send somebody to do this automation, let the automation check the content, [00:39:30] set the tag that shows the content block in the email. And if they don’t meet these criteria, they’re just going to get the regular email. But I love the idea, I personally love conditional content, because just imagine that.

Look at the experience we just afforded our visitor, our contact. They have no clue, they have no clue this is a conditional block. And this is very personalized, is it not? I’m [00:40:00] not sending this to everybody, this will be amazing, this is why I like additional content because people often … if you meet somebody that’s on the same list or when your company gets big enough, you got a lot of people on your list. People are often, you know, look at, “Hey did you get this email?” and they pull it up and they’re like, “No, I don’t have that just for you on my … what did you do?” I love giving that experience because it makes you look like the expert [00:40:30] that you are in your business.

When people see they’re like, “Oh my gosh, he send me a different email, then he sent you. How did he do that?” Then the question comes, right. But that’s why I love conditional content. That’s more of a self-serving … I’ll admit yes, sometimes I feed off of that. Knowing that people are reading my stuff or going through my automation and like, “Wow, I do … Okay, a little self-serving.” But, when we focus back on the user, this is personalized. That’s the entire goal. [00:41:00] Is to personalize the journey. I don’t have to stop here. I could do some other stuff, and then send the conditional content.

But what I like about this is its very clean. Instead of going into here and … let me see if I can get it over here. I feel like this would make my head hurt. Man these conditions, if all of these, if all of these was right here. Just me if I’m going to [00:41:30] email and then I feel like when I’m building an automation, I’m focused on the logic. When I’m in the email I’m focused on the messaging. If you mix the two, I just feel like there’s going to be a mistake made. So instead, let’s simplify it and let’s leverage the moment and let’s leverage the direction, we’re already moving.

When we’re in the automation, we’re already thinking about logic. So put the conditions in here. When we’re in the messaging, that’s [00:42:00] what we want to think about. Let’s do the messaging. So now if I want this to display, I’m just going to say one tag. One tag shows this content and that’s it. Now we’ve got a nice clean solution to what appear to be maybe something that was lacking in the platform or something very complicated. It’s back to what Ob said. I want to highlight that again actually. It’s back to what Ob said [00:42:30] and he says this … I agree, this has happened to me many times whenever the solution is so complex and convoluted in AC, I have found that my logic was the issue not the platform and there is usually a very elegant way to achieve what I initially wanted to do. That’s it.

This is why we need things like Office Hours, because our collective brain did this. I didn’t do this. It took Ob to give me these examples, it [00:43:00] took Meg to ask the question, it took Katrina to ask a … or make a clarifying statement. We collectively put our brains together and we figure this out. So a lot of times, that’s why I say there is no damn question. Because every single question, specifically to marketing automation has so much into it. It’s not only logic, it’s also like how do I approach it. [00:43:30] Okay, I got the logic down, where do I put the logic? Do I put the logic in the email? Do I put the logic in the automation? Or do I go to context and create a segment based on that on it?

So that’s what I’m saying there is so many ways to do things and so much involved. We have to ask these questions and we can’t be shy about it. So Kimberly if you’re watching this replay, thank you for watching or thank you for posting that question. And as always, whenever I use someone as an example, [00:44:00] it’s never to like expose them from saying, ”Hey, that was damn. That wasn’t the smartest.” I’m literary talking to the question, not the person. Like I see the question as its own entity and I’m like attacking it and putting it under scrutiny, so I can understand like what is this question trying to do and then we can build out something like this. So it’s never personal, everybody. It’s never ever personal, so just so you all know that. What did I just do?

All right, I love this though. I really like to this example. I really like [00:44:30] this one. Ob says, “I love this Office Hours. It’s exactly for that reason.” Thank you Ob. I enjoy doing this, but thank you all for going along this ride. It’s a little … today was a little rocky. We really had to kind of tough this one out and figure it out but we did. But we did. And yeah so we still have 10 minutes everybody. If you have any questions let me know. Let me scroll back up and see to make sure that we’re not missing anything. [00:45:00] Brett, go ahead, yeah sure. Good to see you back Brett.

I’m going to say this, conditional, conditional logic, I’ll say email. There we go. That way I won’t lose it. I actually want to test this one out on my own. Men this is good. This is good. Because whenever … I would never just send [00:45:30] this email alone. When I want to send the email, I’ll add them to this automation. Like if I had another automation and instead of adding this email to that automation, I would use this. Start an automation. Add them to here, this is going to set the condition, send it off and then they’ll continue down the other automation. Anyway, my mind is going … sorry, let me go back.

All right, Brett has a question. Thank you for asking Brent. [00:46:00] I like this. This is going to be a good one too. All right Brett, let me see what you got. “I want to add to contacts manually and want to use it for the CRM system. I have no idea that I’m doing that.” Let me go here and [00:46:30] let me see here. Paste it in here Brett. All right, “I’m trying to just use that list for the CRM and deals but they don’t opt in. Most are from a conference we presented at or people from LinkedIn, yap. I want to make sure that they have no idea that I’m doing that.” I see. What did you say? “I want to make sure they have no idea that I’m doing that.” [00:47:00] Got you Brett. There we go. All right, we’re good Brett.

So Brent you’re … that’s fine. That’s absolutely fine. The good thing is that they’ll … if you add somebody to a list, they won’t get any notification that they’ve been added to the list. They will get a notification if they fill out a form and you [00:47:30] add them to the list and honestly … Oh Brett, see. I’m going to just say it now, we’re probably going to go a couple minutes over because Brett just … Oh man. Brett this is such a good question, you don’t even understand. Here is one of the things I want to show you all. Kudos to Brett here. See, I forgot how to do this. What did I want to do? It’s a [00:48:00] cool feature, I found it when I was looking over some help docks. What was it? Please work. Yes.

Yes, this is it. This is it everybody. Did you all know … and let me get this to you as well, campaign. Brett your life is going to be much easier for now especially since you’re getting these contacts from conferences or what not and you’re probably like manually entering them somewhere. [00:48:30] The website updated. Let me see here. Let me see, I think I can do this, just bare with me. I promise the buildup will be worth it. There’s something that I found. Let me see, I can close all of this out. Where is it? I’m looking for Google, Google spreadsheets. [00:49:00] Next, watch this, watch this. I’m going to sign in. So you see I’m using Google spreadsheets. I think you see where I’m going in here. Now I can select the list. I’m putting them one by … yes. Brett I’m telling you this is going to be great. Then I’ll say another list. You see how I selected the Google spreadsheet from the import. Let me back track because I don’t want you to miss this. [00:49:30] So from context Brett, check this out.

From context, I hit import. That takes me to this one where I can import, copy and paste them. That’s fine if you want to do it that way. But I think this may help you a bit more is if you scroll down and do Google spreadsheets, then this pop up comes up. If you go to next, what will happen and this is why I like doing it this way. You’ll see exactly why because it does more than just a one-time thing. [00:50:00] So you’re going to connect your Google account and then hit allow, watch this. So now I can select the list. I’m going to say this one that says another list.

So this list will be connected to your Google Sheets. This will be the list that people in your Google Sheets will be added to. If you do next, look at this Bret, import contacts and auto import new contacts [00:50:30] in the future. That’s one option and then import contacts and do not auto import contacts in the future. What we want to say is LinkedIn contacts, that’s what the name of this. What we’re doing is, I want to import contacts and auto import new contacts in the future. That means any time …let me just go here, I don’t know; testing data base, [00:51:00] how about that, that looks like a safe spreadsheet.

You need the spreadsheets created in Google Sheets first. Bret, how did I get here? If you go to contacts, because I don’t want you to miss this one. If you go to contacts and then select import, that’s going to take you to this page you scroll down and just go to Google spreadsheets. That’s how I got there. [00:51:30] Now I can do this and I can say testing data base, and what is this happening? This is processing my imports. Now, look at this, it’s found my spreadsheet and it’s asking for which, which sheet? Field value, filter, an optional. I should go in and look at this sheet, because … what is it called, I think I [00:52:00] called it database, testing database. Alright let me see what does it look like. Perfect. This is perfect. This is what testing database looks like, sheet one. I had to have done this before, why else would I have the sheet up?

So, worksheet one, we’re going to hit next and it’s preparing my first import. [00:52:30] Let me see, I didn’t see where, allow me to mark my fields though. Let me do this again. The last run it’s already run so let me see what happened. Another list; this shouldn’t be on here yet. Good, wait, all right good. So import, go [00:53:00] to Google Sheets, I don’t want you to do that, add new, so here we go. I should be able to do this now, I didn’t map these fields. Here we go, allow, another list, next. [00:53:30] All right there we go. Filter, supply filters to narrow down the data imported. Leave empty blanks to request all data. No I do want to testing database. I’ll say LinkedIn, that one all right. Well it should allow me to pick my fields there. [00:54:00] It’s not letting me to pick my fields. I’m not sure what I’m doing here, so anyways, Google Sheets, there’s a help doc for that.

See I’m trying to do things on the fly live and this is what happens. Here we go, Google Sheets integration. How do I use web, no that’s not what I want. This is the one. Google Sheets integration, [00:54:30] there we go. Prepare your … this is what, here we go. This is exactly, oh okay, okay. You’ve got to; yeah, follow this, follow this, I did not follow the rules hence what’s going on here. Let me put this in the chat for you Bret. Follow that guide, Sarah to the rescue. But it’ll show [00:55:00] you the order. It’ll show you the order that those fields need to be in, that was my mistake. They have to be ordered and named correctly. Now Bret check this out, you can just go into this Google Sheet and update it. Every time you update it even existing contacts, those custom fields are going to be updated.

That should make your life tons easier, and then the last thing I’ll say is when you’re looking at those [00:55:30] contacts, now you can do everything. I’ll take, that’s not what I want, let me take Phil, Phil’s a good guy. You can go in here, and you can add no tags, tasks; you can tag them, you can email them from here. You can really manage the contact. You can manage the contact from here. Remember if you’re sending an email from [00:56:00] here, it’s a personal email. It’s not a marketing email, it’s not going to have your address and the unsubscribe link at the bottom. This is going to be like a personal email. The good thing about it is you’ll be able to see over here, when they’ve opened the email too. Great, great Bret. Thank you for that question Bret. Bret took us home. He took us home strong. Look at that, look at that strong finish. Thank you for asking that question because [00:56:30] I came across this help document which Sarah was writing, and I was like, “Hey, I didn’t know we did that.” You know that, like that’s really cool. You set it up once and it will always sync to the data that you put on that spreadsheet.

All right, okay, Ob, how long were you saying till the replay is available? Ob, it should be available like right around after lunch time. It normally gets upload, it [00:57:00] takes about a hour for it to download on our infirm zoom and then we upload it immediately. So I’ll say 2:00 PM, just to give us some time there. But yeah, it should be there. Thank you so much man for helping out in the group and being the liaison between office hours in the group. That’s a great idea to grab some of those questions. Katrina I know you said something too about engagement, a lot of questions on engagement. Perhaps if I don’t [00:57:30] have any questions on Friday we’ll tackle some engagement. I love engagement. Engagement is not a, engagement is a journey everybody. Engagement is not a onetime thing that you say, “Hey I have engagement set up.” No you better not.

It’s just like any other system; you have an engagement system which combines a couple automations running. You better be looking at it, better be watching it. Listen, I treat all of my automations like children. [00:58:00] You tell them to do something, but you always want to make sure you follow up and make sure it’s done. Once they’ve proven consistently like, “Okay I got it Dad, I got it”. Then I’ll fall back a little bit. In the beginning, it’s just like, “Hey automation, I did build you. I brought you in this world, and I will hit delete, take you out if you’re not working.” Sorry everybody, it’s Tuesday, I don’t know why, it’s cold maybe that’s what [00:58:30] it is. Anyways if, what you put in place you have to absolutely watch it. Look over it; make sure it’s working correctly. Last thing I’ll give all these, I call this the mirror test everybody.

When I’m onboarding new employees what I tell them when we’re walking through the platform is; you should always be the first person to experience your marketing before [00:59:00] you put it to the world. No user, no in user prospect contact should ever see an email that you haven’t seen yourself. It’s like the mirror test, you get dressed and … I haven’t met one person on planet Earth that gets dressed and walks right out the house and doesn’t look at a mirror. By mirror, it doesn’t even have to be official mirror, it could be your reflection in the window. But you’re always checking to make sure things are in order. It’s [00:59:30] the same thing with your automations and everything that you put in place.

You set it up and you need to check it and test it and make sure it’s in order. Once it’s in order, you just now you can, like I said fall back a bit and just monitor it from afar. In the beginning, oh no, no definitely treat these automations, everything that you’re doing treat them like children, so like in this, when we’re talking about engagement in the automations and in everything that’s involved, you most definitely have [01:00:00] to treat it with very delicate care, and just because you set it up or just because you imported a recipe from ors, that doesn’t mean you’re done. You look over it and make sure it’s doing what you’re telling it to do. If that’s the case, then you can back up a bit and feel confident that it’s all working on your behalf.

With that said, Katrina, oh Bret yes I’m going … the kids man, this is real, is it not? Maybe Friday we could [01:00:30] follow up, yeah I have a question about with automation that go over a bit of time testing. Yes, yes, Bret please bring the questions on Friday if you want to email me before hand. Give me some time to like kind off wrap my head around it, but otherwise; yes, come back Friday, I’d love to answer those questions for you.

Thank you everybody, thank you. It is a tweetable, it may be one of those you had to be there [01:01:00] to make it more valuable and funny, but I think it stands alone, thank you. I hope is great. Everybody’s been great on this call, thank you all. Thank you all for real. Thank you for attending, thank you for spending some time and allowing me to go seven minutes over. I value your time so I appreciate the extra seven minutes you’ve given me. The next office hours is Friday at 1 PM Central.

If you want to join, please join, bring your questions we’ll do it all over again and this replay well be up very shortly and we’ll [01:01:30] get in the group. So Katrina automate response … Yes and have a great start to your week and automate responsibly. Automate responsibly my friends; I need to remember that one. That’s a good hash tag Katrina. Thank you all and I will see you on Friday.