circle-check-hollow4608FFE1-4420-41C5-B602-FE264E2D6F8D3E3E365B-80E8-4F6E-9288-3AF21C84374F086DDED4-C570-4A30-B5C2-0ACC4288D0B5restoresplit7B3B240D-B907-4145-8670-B2C9BE1E23A21194A048-5BA5-49C7-B176-32DBA6A5315A5990E9EA-4599-4220-A42D-68262CBA3687

Office Hours – October 24, 2017

Recording of Office Hours hosted by Chris Davis on October 24, 2017.

Transcript

Chris Davis: All right. Tara, I am coming right to you. Okay. You should be having audio control shortly. All right. I have unmuted you. [Tara 00:00:18], how are you doing?

Tara: Good. How are you?

Chris Davis: I’m great. Am I saying your name right?

Tara: Yeah. It’s perfect. And I just have the webcam covered if you don’t mind.

Chris Davis: No, no. That’s perfectly [00:00:30] fine.

Tara: Then I don’t have to do my hair or anything. Question three. So the last episode we went over the event, right? Zapier ActiveCampaign automation?

Chris Davis: Yes.

Tara: And that was really helpful. Just the idea that I could do that. But the actual automation part just went a little bit fast, and-

Chris Davis: Oh, okay.

Tara: So I understand the concept of it, I just … And I’m hoping this is the right place to ask the question. But if you could [00:01:00] actually just a little bit slower, just walk me through setting up that automation, because I wasn’t sure if I was trying to get, include a goal or … It was a bit confusing when I got to the actual automation setup.

Chris Davis: Okay. That’s fine. You know what, I didn’t name it after you, which is strange. I normally name them after-

Tara: No, sort of the last thing. Kind of the last five minutes of the call. So maybe [inaudible 00:01:26].

Chris Davis: Okay.

Tara: Yeah.

Chris Davis: I think I remember [00:01:30] now. Let me see. Did I save it? I may not have saved it. I didn’t save it. No, I should save these now. I remember. It was, they went from Eventbrite, and then we added them to a list in ActiveCampaign, right? And added a tag. And then the automation starts from there.

Tara: We just actually went more high level, which is just Eventbrite, plus Zapier, plus ActiveCampaign, [00:02:00] Happens.

Chris Davis: Okay.

Tara: But when I went into the actual automation, I was a little bit confused whether I start from scratch, whether there’s a template for something similar.

Chris Davis: Sure.

Tara: Yeah, which whether it’s … Okay. So the first thing is a tag is added?

Chris Davis: Yeah. So this what I would do. Let me see. There it is. “Eventbrite Registrant.” I would use a tag to start the automation. The reason [00:02:30] why I would say use a tag instead of subscribes to a list, is because there may be more than one way that someone subscribes to a list.

Tara: Right.

Chris Davis: So the tag allows us to be very specific to the event in which they took action on. So that’s the first thing, right? Now let’s just talk … And we can map this entire thing out, Tara. Let’s talk after they register, what kind of follow up was it that you wanted to send them again?

Tara: [00:03:00] So an initial follow up. Probably a follow up that says, “Congratulations.” I mean, they get a little basic thing from Eventbrite, but just a-

Chris Davis: Sure.

Tara: … “Congratulations for joining.” Or, “Registering for the seminar.”

Chris Davis: Mm-hmm (affirmative).

Tara: Then I wanted to set something up, specifically a day before it occurs to remind them to maybe bring their printout, or have their-

Chris Davis: Got you.

Tara: … You know, just so I can scan it. And then it’ll go into … [00:03:30] You mentioned that I could download the Event Manager from Eventbrite? And then I-

Chris Davis: Yeah.

Tara: [crosstalk 00:03:37] the actual tickets.

Chris Davis: Yep.

Tara: Yeah. [inaudible 00:03:39]. And then they’ll get a follow up [inaudible 00:03:42]. And then [inaudible 00:03:46]. If they didn’t show, or they were a no-show, then I want to actually send them something as well.

Chris Davis: Great.

Tara: Sort of, “Missed you.”

Chris Davis: All right. So what we’ll need to do is, [00:04:00] we need to have the date known, right? Now again, I can do that in the Zap and do a custom field. Hey, Goranka, I see your question as well. We could do that in a Zap, and populate the custom field there. But I think it’s easier just to do it here, right?

Tara: Okay.

Chris Davis: So the next thing you wanna do is, for every event you’ll want to store the date of the event in a custom field.

Tara: [00:04:30] Right. Okay.

Chris Davis: So if you went to Forms. And under Forms you can go to Manage Fields. And just click, New Custom Field. And select it as a Date Field. I’m gonna call this, Eventbrite Event Date. And you can call it whatever you like. If you’ve got multiple [00:05:00] events I would recommend having a custom field per event, so you don’t have to share one field for multiple events in the case that somebody can register for-

Tara: Oh, yeah. I have six events. Three seminars and each one has about three dates.

Chris Davis: There we go. Okay. So I would just have a Date field for each one.

Tara: Okay.

Chris Davis: Yip. So I’m gonna add that. And now I can jump back into the automation. I’m gonna hit Refresh. So for this [00:05:30] one, Tara, let’s just say that the 26th. Let’s [crosstalk 00:05:34] 27th. We’re gonna say this is event is gonna take place on the 27th. So what I’m gonna do is, under Contacts, I’m gonna select, Update contact. And then I’m gonna select that field. All right. Eventbrite Event Date. And then I’m gonna select it to that specific day, which we’re saying is the 27th. We’ll set the time and everything later. We just need to set the day the [00:06:00] event happens here.

Tara: All right.

Chris Davis: All right? And we’ve got that set. So now on that contact record, we will now not only have the tag that they registered, but they’ll also have the date that the event takes place.

Tara: Okay.

Chris Davis: Okay? So now we’re gonna do the goal, all right? We’re gonna go down here and right below the email, we’re gonna do a goal. And say, “One day before [00:06:30] event.” All right, because we [inaudible 00:06:33] for everybody who subscribes, we want to send them that day before reminder. And they’re gonna jump to this action when, now we’re gonna go to that custom field that we set up. Eventbrite Event Date. What do I wanna do? Is current date. And then I wanna do Plus. This gets a little … [00:07:00] A lot of people mix these up. But Plus means before, and Minus means after. So we’re gonna say, Plus one day. Okay? So essentially what this is saying is, “Is it the date of the event?” That’s what this is, “Eventbrite Date is current date.” That translate to, “Is it the day the event is?”

Tara: Okay.

Chris Davis: We say, “Yes.” They say, “Add one to it.” So it’s really asking, “Is this the day before the event?”

Tara: [00:07:30] Right.

Chris Davis: That’s the translation to that one. And if so, then this goal is gonna be met. And we’re gonna have them wait until that’s the case. Okay? So now what’s gonna happen to every single person who comes in here is, they’re gonna come in, get the update contact field. Well, actually you know what? They won’t. They’ll … Let’s do this. I learned this trick. [00:08:00] I’m gonna show you why I did this. Then I’m gonna wait 15 minutes.

Oh, I’m glad you asked this question, ’cause this was a trick that I hadn’t shown anyone yet. But it’s something I stumbled across. Someone brought it to my attention. And the reason why I updated the Contact field date to after the email, is because that date is gonna trigger the goal, right? [00:08:30] So if I had it … If I set the date before that email goes, then that goal will be true if they’re registering on the day before the event. And they’ll never get the congrats, ’cause it’ll just jump down. Does that make sense?

Tara: Yeah.

Chris Davis: Yep. So instead I’m gonna update the goal condition, or the goal criteria. I’m gonna set the goal criteria, in this case it’s the date after the action that I always want to happen. [00:09:00] So if there’s an action in your email or in your automation that you always want to happen, that you always want to happen and there’s a goal, make sure you update that criteria after that action, is essentially what we’re saying. Right?

Tara: Right.

Chris Davis: So now everybody’s gonna get the email. Every single person who register’s gonna get the email. Now, for after 15 minutes for those who register, before or on the date of, they’re gonna achieve this goal.

Tara: Right.

Chris Davis: And if they register [00:09:30] after the day of the event, we could add another goal here. In fact, let’s do that. So now say … We’re gonna send this email. And this is gonna be the, “1 Day Reminder.” And I’ll send you this link for this automation.

Tara: Okay.

Chris Davis: This is the 1 Day Reminder, right? So we’ll have that, “Hey. Can’t wait to see you tomorrow. X, Y, Z.” And then we [00:10:00] could do this. And say, Copy. We’ll say, “Day of Event.” And then what we’re gonna do is, we’re just gonna change that to Exactly, right? ‘Cause we don’t need Plus or Minus at this point. All right.

So now it’s the day of the event. And [00:10:30] we could have some action take place, right? “Hey. Can’t wait to see you today.” Or, I don’t know. Whatever we want to do. In fact, for the day of the event, you may even wanna couple it with a time, right? The day of the event and the date and time. Let’s say our event is at 06:00 P.M. I want to send it at noon. At lunchtime and say, “Hey. See you this [00:11:00] evening.” All right. Okay?

Now, anybody who is here, who we see here queued. That means they probably registered after the email. All right, or it’s a good chance that they missed the event. But that’s fine. Let me just say this. Let me put this right there. I’m gonna build this up. And you have options, Tara. You have options. “Day of Event Notification.” [00:11:30] Now this is where we’ll tie it together with the app, where we can mark people who have attended or not. Okay?

Tara: Okay.

Chris Davis: So now what we’re gonna do is, this is the day of the event. We’re gonna say this … You know what, a lot of people miss this one in Events. But what I wanna do is the day … [00:12:00] Oops. Let me just do this. “1 Day After the Event.” Okay. So what I wanna do is Minus one. Oops. Minus one. So now this is one day after the event. So this is the catchall, right? This is for anybody who registers after the event has happened. And what I can do here is, now this is where I [00:12:30] can have … Let me create this first. I’m gonna create, No Trigger. “Tara Post-Event Follow Up.” Okay. So in here what I’m gonna do is the first thing, is [00:13:00] gonna add an If, Else to see if you, “Attended Eventbrite Event,” right?

Tara: Yep.

Chris Davis: Okay. And if you did, I’m gonna follow up accordingly. If you didn’t, I’m gonna follow up accordingly. Okay? So we could have emails down both of those branches. But the most important part [inaudible 00:13:25]. A day after the event, or some time after the event, [00:13:30] what I wanna do is go under Conditions and Workflow, and start an automation. And I wanna start the one that we just created. Post-event Follow Up. Okay? Does that make sense?

Tara: Yes.

Chris Davis: Yep. And now you’ve got one automation that’s handling the event reminders. And then right after the event is over, it’s sending everybody over to the [00:14:00] post-event follow up. And it doesn’t matter when they register, because the goals are gonna take care and make sure that they go to the right spot. So they won’t get a notification that doesn’t apply to them. When we’re done, we go over here. You just make sure you have your follow up, whether it’s a tag or a task to call on, or an email, whatever it is.

Tara: An [00:14:30] email.

Chris Davis: Yeah. Yeah. So-

Tara: And so when-

Chris Davis: Yes, go ahead.

Tara: Yeah. When I connect Eventbrite and use the event manager.

Chris Davis: Mm-hmm (affirmative).

Tara: Doe that connect to the trigger? Like on the Eventbrite site, I’m just thinking visually. But is there a trigger that I add?

Chris Davis: Yeah. On the … Yeah, yeah, yeah. I think … Let me see.

Tara: Or [00:15:00] I add it on Zapier?

Chris Davis: Let me see.

Tara: Is that how I do that?

Chris Davis: I think it’s Entry manager. Entry … Yeah, there it is. Manager. I think so. Maybe. It’s not there.

Tara: Yeah. There is an Entry Manager. I’m just curious if-

Chris Davis: You know what, I don’t think it’s integrated with Zapier. I think this is what happens [00:15:30] is, let me see. I remember now. Okay. What happens is, you’ll get a CSV from Eventbrite. Okay? You can go into Eventbrite and … I wonder if there’s something in my headphones. Okay. There we go. You can go into Eventbrite, and after your event, you can download the CSV. That’s what you’re gonna import. See this, “CSV Export.” [00:16:00] And what it’s gonna do is, it’s gonna tell you who attended, and not based on who’s barcode you scanned.

Tara: Okay.

Chris Davis: Yeah. And then what you’ll wanna do is go into your contacts here.

Tara: Yeah.

Chris Davis: And it’s no problem importing them if they already exist, because you’re just gonna update them. But if I do, “Import from a file.” There we go. Just use this [00:16:30] dummy file here. The biggest thing that you wanna do is make sure of course you’ve got your columns set up. And right down here is where you’re gonna say … Apply that tag. There it is. That’s what you’ll wanna do. And you only have to do that to attendees.

Tara: Right.

Chris Davis: Right? We don’t have to do it to non-attendees in fact, because everybody’s gonna be added here. And only the attendees are gonna [00:17:00] be tagged through that import. So they’ll go down this branch. And if you wanted to, if you wanted to tag them, you could do so here. Instead of importing two different files, right?

Tara: Right.

Chris Davis: “Did Not Attend Event.” And we’ll just, “Eventbrite Event.” There. And now at the end of our event, we’ll have a record of who attended, who did not. [00:17:30] They’ll each get their own follow up. And we could use the tags or whatnot for-

Tara: So I don’t have to upload two different lists? One attended, on that didn’t attend?

Chris Davis: Exactly. Exactly, right? Because everybody who registered is gonna be in this automation, everybody. So that’s the entire list. That’s this entire CVS. They’re all written to be in that automation, right? [00:18:00] So when you go, all you wanna do is mark the attendees, because I guess you’re not marked as an attendee, by default you didn’t attend.

Tara: Right.

Chris Davis: Right. So we’ll just need to go in here, do our export. Maybe we’re gonna sort on a column attendees, and then delete everyone else, right? ‘Cause they’re already in our system. They’re all in ActiveCampaign. So we just need upload those attendees [00:18:30] to ActiveCampaign. Is it here? Yep. Here so that we can tag them.

Tara: And essentially I just have to do that in a timely manner so the rest of the trigger and the automation doesn’t continue as is?

Chris Davis: Getting-

Tara: [crosstalk 00:18:44] it will just … So should I add to that second, that trigger, wait one day?

Chris Davis: You can. But remember, this is gonna wait one day for you.

Tara: Oh, sorry.

Chris Davis: Yeah.

Tara: Okay. Yeah, you’re right. You’re right. Okay.

Chris Davis: So you could increase that if you wanted to.

Tara: Oh, [00:19:00] no, no. That makes sense.

Chris Davis: Okay. Yeah. So this will do the waiting for you. And then after a day, it’s gonna say, “All right. Add them to the post-event.” And they’re gonna go in here. And by that time like you said, you’ve got someone on your team that knows, “Hey look, right after this event. I need you to go in there, update ActiveCampaign,” or whatnot. They do that. They’re added to here the next day. And they say, “Oh, attendees go down this path. Non-attendees, if you don’t have the Attendee tag, go down this no-path. And let [00:19:30] me tag you as a non-attendee.”

Tara: Great.

Chris Davis: Yeah.

Tara: Wonderful. Thank you.

Chris Davis: Yes. No problem at all. Thank you.

Tara: I wouldn’t have figured that out by myself.

Chris Davis: Tara, it’s a lot, right? In our mind, when it comes to the event, we know exactly what we wanna do. Right? But telling ActiveCampaign that and actually programming in there for the business, there’s just a lot of considerations to take place. Now once you’ve done it a few times, [00:20:00] you’ll be doing this with, you know like, “Okay. Then we go here and do this.” You know what I mean? But the first time, yes. It’s a lot. So I’m glad you asked. And I’m gonna share these automations with you here.

Tara: Excellent. Thanks, Chris.

Chris Davis: Yep. No problem. Good to hear you.

Tara: Take care.

Chris Davis: Yep. You too. Okay, great. Great. Let me move you to attendee. All right. Let me grab Goranka. I see your questions. I’m gonna come to them now. But let me grab this for Tara. [00:20:30] This is the registration one. Gonna share this. All right, I’m putting it in the chat now. “Eventbrite Registration.” And everybody who’s watching the replay, just copy it on the screen, this [00:21:00] URL, “tplshare.com/1Ozbr10. I’ll leave that up for a while. And here’s the followup. I’ll leave this link up for you. Ought to see it on the replay as well. And here is the followup. All right. There we go. They’re both in there for you, Tara. Thank you again for asking.

All [00:21:30] right. Goranka. Let me see what you got here. Ah, here it goes. Copy this. I’ll copy your first one, Goranka. Then I’ll grab your second one. Let me just move this over some. Did I spell that right? There we [00:22:00] go. That looks right. And, “Paste and Match style.” All right. “I’m curious, each campaign I update with my social media contact info. Is there a way to keep saved copy, or do I have to enter all the information for each campaign? Also, I’m struggling to create one automation, have never done this.”

All right, great. Let me … I’m gonna show you a couple options here, Goranka. One of the things that I recommend [00:22:30] doing when you get started … Let me … Pretty sure I’ve got a guide on this too. Just for when we’re done here. Oh, I can’t wait till we get our search function. Where is it? “Using the campaign template library.” There it is.

This is one. This is one that I recommend you taking a peek at, Goranka. Let me put it in here. [00:23:00] And essentially what this does, is it goes through kind of like the basic templates that you should set up as a business, right? You should have … You know, one with perhaps your business logo on it. One that looks like it’s a personal … Here’s a nice branded one. And here’s one that’s personal. So these two are kind of like the top default [00:23:30] templates you should have, every business can start out with.

So again, it’s one that’s branded. You know, it’s got your logo, some color, some branded colors or whatnot. And then the other one is just a personal one that looks like it’s from somebody personally on your team. With that being said, that’s one way to save your copy, okay? So like if I go into Campaigns, and then go onto Templates. And let’s do this [inaudible 00:23:58]. [00:24:00] If there’s some text that’s gonna be the same, like let’s say this is gonna be like a newsletter or something. If I go into here, and let’s say this right here. Like this stayed the same for everything, and like you said, you got some social links down there.

[00:24:30] I don’t wanna … There we go. Let’s just say there’s some social links. So this never changes. I don’t care about this … There we go. So this is always the same. But only wanna change this. Well, if you save it as a template. Now you don’t have to worry about that. You can always start. And this would be your new scratch. Excuse me, I’m sorry. If I hit, “Save and Exit.” And by saving it as a template, I mean, [00:25:00] now when I’m in an automation and if I want to leverage that, but I don’t wanna start from scratch. “Send an email.”

So now that email is gonna show. You see this? “Use this design.” Okay. And then when I hit, “Continue,” look what it’s gonna do. It’s [00:25:30] gonna pull that text, all that text for me. So I can just update where I wanna update. And the template itself remains untouched, okay? So that’s one way to have this. That’s one way to achieve that, to keep saved copy and not having to reenter it. You could save it on the template, all right?

That’s one way. Now another way … Guess I shoulda stayed in there. Another way is this. ” [00:26:00] Goranka.” Another is if I go back into that same email. I could also do this. Click the gear, and do, “Save to content library.” Call this my, “Social Footer.” Okay. I’m gonna save that. Now when you see Insert, it says, “Blocks.” [00:26:30] And if you go to … By default it will say, “Blocks.” If you click, “Saved,” Social Footer will now be there. You could change the name of it and delete it. Now watch what happens, okay?

By me saving that text I can now … Let me send another email. [00:27:00] And I can pick an entirely different email now. So let’s use this design, Katrina’s. Okay. And what I can do in this event is say, if I wanted to write after this, “Thank You For The Purchase,” and I go to, “Saved.” And the Social Footer I can drag and drop it right there. [00:27:30] And whoa, what is that? I’ve not seeing that before. That was very strange. Look at that, it didn’t show. That may be a bug.

I’ll have to report this to the product team. This is very [00:28:00] weird. So anyways, let me see if another one will come on. None of my saved objects are working, everybody. Hopefully this is just my account. All right. Well, it’s live on the fly. We figured it out. Let me just make a note of this really quick, everybody. [inaudible 00:28:22]. All right. But in any other day of the year, this would work. [00:28:30] And right here instead of saying, “Object,” you would see your actual text in those social media. Okay?

But yeah, this is … So those are your two ways. You can do it with a template. Or you can do it with Saved Content Block. Katrina’s saved library … The content library is a massive time saver. But yeah, absolutely. Especially like you said, Goranka, there’s gonna be times where you’re creating an email that you’re just like, “You know what? [00:29:00] I really need to adjust a couple sentences.” Right? Or, “Maybe I just need to change a color and put my logo on this email.” Instead of having to start from scratch and try to worry about copy and pasting. Yeah. You can definitely just hover over it, click that great and hit, “Save to Content Library,” if you don’t have it created as a … Oh my goodness. Look at that. I’m so sorry. [00:29:30] Just realized I had your name terrible. There we go.

So that’s that. All right? And then you have another question my apologies for keeping your name misspelled for so long. That’s horrible. All right. [inaudible 00:29:43]. All right. Here we go. Let me grab this one. And, “I’m new to Ac so far. I was able to figure [00:30:00] out how to create two campaigns.” Congratulations with Newsletter. Perfect. “However not sure how to maximize anything else.” Yep. “For the purpose of sanity, what would be the next step for me to learn?” All right. Goranka, great question.

Let me make sure [inaudible 00:30:14].All right. Katrina says, “I did more than 30 emails for clients yesterday. Would have taken me ages if I hadn’t used the Content Library for each of them.” Yeah. That’s a good one. I can’t [00:30:30] cosign that strong enough. All of those little time savers are huge helps. Thanks for sharing that, Katrina.

Here’s what I will say, Goranka, you’ve got your first campaign, or two campaigns that you sent out as a newsletter. The next thing is to start thinking about how else can you add value? Right? How else can you add value to your audience? [00:31:00] I know you mentioned that you haven’t created your first automation yet. So now it’s time to think, “What is the ideal outcome of your newsletter?” Right? Is it for them to click something? Is it for them to go sign up for something? Is it for them to show interest in something? Whatever that action is, that anticipated action from your newsletter, that’s what I would set up in automation around. Right, [00:31:30] so if it is … If I send out a newsletter with four sections, and each section had information on something that could tell me what they’re interested in, when they click that link, I would want to add a tag.

Now there’s two ways you could do that. You can do that right inside of the email itself. And say, “Hey, if they’ve clicked this link.” Let’s make that a link. I can add a tag here. [00:32:00] Right? Say, “Interested In Something.” You’re gonna be interested in something, right? And watch this. Okay. So if they click that link, or they click a specific link in your newsletter, it’s expressing interest. So then what you could do is say, everybody who expressed interest in this particular thing, you can [00:32:30] create a follow up for them. So this is an interest-based follow up from your newsletter. And tag as Added. “Something,” okay. And when they are interested, now what we’re saying is they can be … Hold on.

Now they could [00:33:00] maybe even get this tag from another automation or maybe visiting a page. “Goranka Interest Followup”. Now it doesn’t matter how they get the tag in this example. I was trying to say, “Exact.” Just got stuck on the, “Ex.” In this example, we are going to see that when [00:33:30] they express interest, and for here we’re talking about they click a link in your newsletter. They’re gonna be added to this followup, right? It’s gonna say, “Hey, you’re interested in this. Here’s some more information on that.” Or you can do a number of things.

But that’s what I would say when we’re talking about what’s next. I think you’ve done a great job with learning how to create a campaign and sending it out. Now the next step is always, “How do I personalize [00:34:00] the experience based on my previous action?” So what is your previous action? I send a newsletter. So the next question is, “How can I personalize that experience?” Well, the main way to personalize that experience is to see what behavior they’re expressing, right? And based on that behavior, now you have your marching orders, your specifications of what to build out in an automation.

Because remember everybody, the [00:34:30] whole purpose of automation is to scale personalization. Through what? Segmentation. Right? Segmentation by speech. Segmentation by actions. Or segmentation by observations. By observations, I mean analytics. Okay? So if we can segments our lists, our database effectively with those things, now we can personalize the follow up based [00:35:00] on the previous marketing action you’ve taken. Okay. So let me know if any of that is confusing to you, Goranka, ’cause I will take my time with it.

But yeah, and it’s not limited to just newsletters. In Tara’s case, we could say, “What’s the previous actions I’ve is, I held an event, right? So now I wanna personalize the follow up from my previous action.” So what did Tara do is, she said, “Okay. [00:35:30] I want to speak to people who are attendees differently than people who did not attend.” And there you go. So that’s what we built out.

All right, Goranka. “What would be the best link for a starter to learn about this?” When you say this, are you meaning like a specific automation? I feel like you’re looking for … Here’s what … Here. Let me show you this. This is what I recommend. [00:36:00] This right here. This is exactly what I would recommend, Goranka. Schedule one of these and you’ll be able to talk to somebody on the team personally about exactly your situation. And you can get ideas on automations. And you can speak to them and tell them, “Hey look, this is what I’m doing.” ‘Cause that’s really the big piece, is understanding what you’re currently [00:36:30] doing in your business, or what you’re trying to do. And say, “Hey, listen. I have a newsletter that I send out. And it’s for this. And I’m trying to get this many people to do this.” Right? And, “I’m new to ActiveCampaign, so I was wondering what type of automation should I be looking at, and how do I learn about this?” This is the best place for it, is to sign up for a one-on-one.

Then what’s gonna happen after you sign up for your one-on-one, you get your one-on-one, they’ll walk through some examples, some automations, they’ll give [00:37:00] you some examples. And then you say, “Okay. Got it. Okay. I’m gonna learn this followup automation.” Right? And then you’re gonna try it. And then perhaps you’ll get stuck. This is a good thing, because now you have office hours to come back to. And then we can go from there. And then one last I would mention is, you can also … Based on your business, you don’t have to start from scratch. You can browse these as well. Okay?

[00:37:30] So these are here to kinda make that learning curve easier for you to … So you don’t have to think from scratch. Like, “Hey. Oh, look. Customer service follow up. I can use that one,” right? And then you can import it, take a look at it. And adjust it as needed. Pretty much none of these are out the box good for every business. They may fit one business. But more than likely won’t fit another. So they’re great starting points. So those would be the two things. [00:38:00] I would access the one-on-one training. And then browse through our automation recipes.

And Goranka says, “Does AC offer landing pages?” We do not. But we integrate with pretty much every landing page platform there is. From Unbounce, to Instapage, to ClickFunnels, Leadpages. You name it. For WordPress pages builders like [Bivvy 00:38:24], Beaver Builder. The list goes on. The list goes on, so yeah. We don’t [00:38:30] offer landing pages. I have seen people use our forms. They’ll go to Forms, and really do some custom work here, right? Like they’ll add a background. Let me see, do I have one? Maybe with this one.

This is a good form that I have internally for if anybody ever wants to be on the podcast that works here. I mean, this essentially could be viewed as a [00:39:00] landing page. And since every form gives you a link, if I post a link up there, there it is. And it’s mobile responsive and everything. So we don’t offer landing pages, but you can use a direct link to our forms to capture leads. Absolutely.

Yeah. All right. Where we at? Hey, we’ve got 15 minutes left. It feels like … [00:39:30] I thought I had less time. So this is a good thing. If you have any questions, keep them coming. If anything has come up in my explanation that you’re like, “Well, I get it, but I don’t get it.” Feel free to ask. This is your time. I can’t stress that enough. You’d be searching long and hard for another company that offers this type of personal attention and touch. So use it. Use it to your advantage while you can.

[00:40:00] The new Learn site redesign is coming. So what that means is more exposure, more than likely to things like this. So we may have more people on. So I like when things are nice and intimate. And you have the ability to get some one-on-one help. The people who do … I can’t count how many email I get from people that are like, “Hey, listen. That one office hours was just what I needed to get to where I was trying to go.” Or [00:40:30] whether they attended live or on the replay.

All right. Let me see. Tara, let me put this up, just cause I want to. Thank you for asking a clarifying question here. I do not want to leave anybody questioning anything. All right. “Just to clarify. I can add all six events under that one automation, or do I need an automation copy for each specific event, but you [00:41:00] can customize for dates?” Oh my goodness. Tara, great question. Great question.

Here’s the rule of thumb, okay? If you have one event and multiple dates for that event, then you could use one automation. But here’s the thing. But let me show you. Normally the rule of thumb is, a different event per … [00:41:30] A different automation per event. So if you got six different events, then I would say six different automations, because we’re gonna need to do this. Update the field date … The event date. And since you’ve got six different fields for six different events, you’ll wanna have separate automations for each. And even then, you could … What’s nice about [00:42:00] it, Tara, when I like to think about these things as they grow. You could then have somebody responsible for each event. Like maybe, you have someone else in ActiveCampaign saying, “You’re responsible for these events.” Now as an owner of the event, they also own those automations that got to the event. Yeah.

Okay. She said, “Okay. I got it. I have three events, two date in each. So I can copy the automation and customize it?” Yes, absolutely. Absolutely. And Tara, you bring up [00:42:30] a good point. I would highly recommend everybody erring on the side of creating more automations than needed and scaling back later, than creating less automations and potentially riding it to some logic, or some issue. Right? And I didn’t realize that until you said what you just said, Tara.

I could see you having six or more automations. And then after you’ve run through it a few times, you’re [00:43:00] like, “Oh, well you know what? Based on the flow of how these events have been going, I could really achieve this in four automations instead of six.” Right? Because that’s … Our first time is literally just to get it out. We gotta get our information out. One, we don’t know how our audiences are gonna react to it. Two, you just can’t see holes in your marketing until it’s live. Sometimes you know what I found is that, [00:43:30] I don’t even need somebody to opt in for me to see something growing.

There’s something about pushing active, or pushing live that all of a sudden all of these questions that you missed, somehow they just come to your mind like, “Oh, wait a minute. Let me check this.” So yeah, the same goes for your automations. The automations that you build today, they may stand the test of time. Right? And be the same automation in a month or two from that. That’s fine. But a lot of times, especially when you’re just getting [00:44:00] started, the automations of today change. They change, ’cause you’ve realized, “Oh, this really didn’t work well. Oh, I found a better way to do this. Oh, instead of waiting for 15 minutes, we’re gonna have to wait for an hour.” You know, things of that nature. So thank you for asking that questions, Tara, ’cause I didn’t realize.

Yeah. You helped me understand something that was kinda floating in my mind. But yeah, I would err on the side of making more automations than less, just [00:44:30] to be safe. Just to be safe. Yep. And yeah, so we still have some time. But I won’t hold you all hostage either. Don’t worry, you’re don’t have to stay on. But if we don’t have any questions, then that’s fine. We can end. And I just want to tell you all, you can always … Like Brett did last week, he wasn’t able to make it. But he emailed [00:45:00] his questions. So he was able to watch the replay. And see his question. If there’s ever a time where you’re not able to make it on the call, feel free to email. Tara did a great thing after her last call. She sent me an email just kind of clarifying and asking some other questions, so it helped me able to position to answer her questions as well.

With that being said, we’re gonna go ahead and end it out. I wanna thank you all for [00:45:30] attending. Thank you the ones who asked, the ones who watched, the ones who watched live, the one who are watching the replay. I wanna thank you all. And remember, we do these twice a week every Tuesday and Friday. Tuesday at 10:00 A.M. Central. Friday at 01:00 P.M. Central. Would love to have you on and help you out in your business with ActiveCampaign. Katrina, thank you. Thank you. You’re very welcome as well. Thank you all. Signing off, and I’ll see you Friday.