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Office Hours – October 27, 2017

Recording of Office Hours hosted by Chris Davis on October 27, 2017.

Transcript

Chris Davis: This computer. All right. David, you should be receiving access any moment now, and you are unmuted. David, how are you doing?

David: I’m doing all right, how are you doing? I’m enjoying your videos.

Chris Davis: Great.

David: You’re a slick dude.

Chris Davis: I try. I try, David.

David: What I’m trying to do, so the name of my firm is The Financial Chef. I am a Chef [00:00:30] and a Financial Advisor in one package, and you can find me at financialchef.com. I have a mobile office that I pick up my clients and we have a meal and we discuss their finances, and what I’m trying to do is automate the process of kind of setting up appointments and things like that. [00:01:00] I’m in Miami, Florida.

Chris Davis: Sure.

David: I use a product called BombBomb.

Chris Davis: BombBomb.

David: Are you familiar with BombBomb?

Chris Davis: I’m not familiar with that one.

David: Maybe you can open a tab, bombbomb.com. What that is, is a very, very cool video. [inaudible 00:01:26] but B’s are both, like a bomb.

Chris Davis: [00:01:30] Oh like a bomb, okay. Got you.

David: Like two bombs, so you need two more B’s there.

Chris Davis: All right.

David: These are sending videos out through their servers, through your email that goes through their servers. What I’m trying to figure out how to do now, they work with Zapier as well, is how can I use [00:02:00] their system to send my videos out and have them tell ActiveCampaign that something has happened, and maybe move a person down the pipeline or something.

I’d also like you to address maybe helping me a little bit with setting up pipelines [00:02:30] and for the process for doing so, and really understanding so I’ve used almost every CRM known to man.

Chris Davis: Oh great.

David: A couple of them twice. What I’m trying to understand is let me just ask that question first. Do I add each person individually to a deal? Let’s say I’ve identified a list and I have a list of folks [00:03:00] that in my case have a list of CPAs that I’m trying to get meetings with, and am I able to take everybody from that CPA and throw them into let’s say a deal of trying to secure an appointment, and then have the steps and everything from that instead of asking to go to every CPAs contact record and then adding that. [00:03:30] I get a list into a deal.

Chris Davis: Okay, all right. How to add a list. Great questions. All right, perfect. For this BombBomb, what exactly is it that they’re doing? They’re sending out videos?

David: Yeah, they send videos through, so in your e-mail it gets a really nice embedded video that has [00:04:00] a preview of it. The person opens up your e-mail and they see you, and they do all the tracking, they do their own tracking and so forth. It’s just that this is a way to get, they have lots of integrations. It’s a way to send a personalized message to a contact of the personalized video message.

Chris Davis: I’d [00:04:30] imagine since it has the ability to play in the e-mail it also helps with them not having to go outside the email to watch it?

David: Correct.

Chris Davis: Okay.

David: The spam filters don’t or stop it because you’ve got an attachment, so it’s all embedded as part of that. It’s really very effective.

Chris Davis: Oh, I get it. This is like video e-mail marketing.

David: [00:05:00] This is video e-mail marketing, yes.

Chris Davis: Ah, there it is.

David: You see right there, so that’s the preview you would get and it would actually tell you play 15 second video, so that your person knows that, “Oh, it’s only a very short video and it’s personalized to me,” they advocate by putting up a little white board with a person’s name, “Hi, Chris!” When you open on e-mail you see my face and you see “Hi, Chris!” and you see the play 30 second video [00:05:30] and you’re going to click on it.

Chris Davis: Yeah, and you don’t have to leave your browser. All right, great. What information do you want to send back to ActiveCampaign like opens and everything?

David: Well, so tell me what does … Yeah, so yeah, what does ActiveCampaign able to work off?

Chris Davis: Okay, all right. In this case, when they’ve completed a new completed form, new contact suppress, new contact added, new e- [00:06:00] mail sent, and new contact unsuppressed.

David: There are some other options there, so maybe there should be something open and maybe not.

Chris Davis: New Drip Started and New Drip Canceled Event, these are all of them. You know what, normally email platforms will not make it easy to extract opens and clicks and the reason being is just because nobody wants to make it easy though to migrate from one to the other. [00:06:30] For this one, I think that let me think.

David: Your audio is thinning out.

Chris Davis: Okay, sorry about that. Let me hook up, hold on, let me hook up my wired connection. There we go. All right. It should be better now. This is what it looks like, it [00:07:00] looks like all of your tracking as far as opens and clicks will be in the BombBomb platform. However, it will be, this doesn’t give you a lot though to Zapier. What’s the use? Are you wanting to see if someone opened and then do something else in ActiveCampaign?

David: Yes.

Chris Davis: Yup. Contact added in contact. I mean look at this. They allow you to trigger someone’s [00:07:30] marked your email as spam, they should have more triggers. Again, this is a third party so they’re going to do. I would say that this is … Well, okay. No, nope, because they’re never going to a website either so you get do web tracking I would say that …

David: BombBomb does tell me that they open it, and they does tell me, tells me if they open [00:08:00] it and it tells me if they watch the video. I do know that from them. I was just hoping there was a way to pass that, but evidently there’s not. If I’m going to set up something of somebody showing interest. You know I would I guess I would have to move them along my own funnel inside of ActiveCampaign.

Chris Davis: Yeah, and if you have like a developer could do it, they could create a custom event that [00:08:30] sends that data over to ActiveCampaign using the event tracking, but that’s a technical thing. There are ways to get that data like from BombBomb to ActiveCampaign, it’s going to be very technical though. Yup, if you want to automate it.

Then the next one, how do you add a list of folks? How do you add them to a stage or assign them a deal? What I would do there [00:09:00] is let’s take this list, so any list, well first things first is I would build an automation to do it. If you go in here, start from scratch. The reason why I like building automation because right now we won’t have a start trigger but later maybe you identify a start trigger to auto create this.

We could just call them you know the first name of the person, oops, [00:09:30] I thought I could take. First, first name, a value I don’t know I’ll give you $2000. Let me create a pipeline first.

David: Yeah, so maybe some help, so the pipeline that I’m trying to do is … What I’m offering to them is continuing education credits. My offer is, I will come to your office and I will cook a gourmet [00:10:00] meal and I will give continuing education credits to your staff, your suitcase.

Chris Davis: Okay, now what are continuing …?

David: Every professional, it needs to have so many hours of education per year.

Chris Davis: Oh.

David: With topics to keep their licenses and current.

Chris Davis: Okay.

David: Talking about social security planning [00:10:30] or investment planning, all these different topics. CPAs are always looking where are they going to get these types of hours, of these types of credits. I’m set up to be able to provide it for them for free, and my rationale for providing it for free is that they are seeing, so I’m a certified financial planner, they’re seeing that I know what I’m doing.

For financial advisers we’re looking for referrals from CPAs [00:11:00] that they’re going to say, client ask a question, “Oh, do you know somebody who can help me with my investments, my retirement, my life insurance, whatever,” and I want to stay front of mind. The whole idea is by I’ve got a list of 50 CPAs that I actually know from years in the community, instead of me wanting to call all 50 of them, and do the whole process [00:11:30] until we get from the stage of them because they’re going to say, “Well, what are the courses that you could offer?” Understanding the course, of course.

Then they’re going to talk to their partners and then they’re going to get back to me, and then we’re going to schedule something. The whole idea of I guess a pipeline is what would make sense there, because I would do something like this in Trello.

Chris Davis: There you go.

David: This is that type of methodology, Kanban.

Chris Davis: Absolutely, so for you the [00:12:00] meal you use your ability to cook as that intro nurturing event right?

David: Yes.

Chris Davis: … you sit down, break some bread with them, build a relationship, and then let them know like, “Hey look. I know you’re looking for …”

David: No, no, no, sorry.

Chris Davis: Okay, almost got it.

David: You almost got it. This is for example I will go to their office, so CPAs their time is [00:12:30] tight, they’re always busy, and they have a staff. Let’s say there’s 10 CPAs in an office, all 10 of them need credit. I contact the main partner and say, “Hey main partner, I will come to your office so your people don’t have to leave. I will bring a gourmet meal that I have cooked, and I will provide you with two hours of credits on topics that would be interesting that you’ll be able to use for that.”

I’m [00:13:00] trying to get them to say yes to me coming, my close on this deal is them saying, “Yes Ortiz, let’s book this,” and then I put it in the calendar that I go to their office on December 1st for lunch, and I do two hours’ worth of credits for them.

Chris Davis: [00:13:30] Let me just add a couple of these real quick, office visit scheduled. To do something little dynamic like that, we’ll do something a little dynamic like that. All right, so you know when you were talking I was like, “Well, you know traditionally that’s how people would use e-mail, like they would cold mail somebody,” but you’re like cold [00:14:00] mailing, cold mailing, a CPA. What would you call that when there’s multiple CPAs in the office?

David: A firm.

Chris Davis: Yeah, your cold mailing a firm, so I like that, very creative. Oh man, I love hearing all of these different examples. What I would say is what I’m looking at your proposed pipeline I would say, is you’ve got people that are our [00:14:30] prospects right that you would like to contact. You’ve got firms that have come up.

David: I got a list of 25 that’s CPA list.

Chris Davis: They’re on your CPA list so they essentially would start off here, that’s where we’ll show how to add them there. Then once you’ve reached out to them, you would then move it over to in contact. Once you’ve made that contact and said, “Okay, can we schedule a time?” Or into the contact, maybe you found out that they’re [00:15:00] a good fit. Let me do this. In there, maybe you found out. Oh, I thought this was a good a good firm, but it doesn’t turn out to be.

Now, after you’ve contacted them, you can move them over say, “Hey, they’re a good fit.” At this point, we’re now waiting on the office visit to be scheduled.

David: For the scheduling of the visit, right?

Chris Davis: Yup, and then if it’s not a good fit for now, I’ll say for now because maybe you know they need a little more [00:15:30] growth or maybe scheduling or whatever. Then we could set it up to follow up maybe in three months or so like quarterly follow ups, right?

David: Right, or add them to the drip of the information like I have all kinds of really pertinent things that I could just keep sending so they just seize on name.

Chris Davis: Great, great. Good job, David. All right so we’ll have this set up. The next thing we need to do then is go into that automation, did I name it? I [00:16:00] don’t think I named it. Okay, starting over. What we’re going to do, I’m not going to use a start trigger for now. The first step would do is add a deal, and this deal have their first name, first name and then we’ll say organization. Where I’m just assuming [00:16:30] we’re capturing their organization.

David: Yes.

Chris Davis: First name an organization, evaluate it, I will keep the 2000. Pipeline. Let’s bring it back to continuing education and to contact. All right. Let’s save and then I call this David Continuing EDU. That’s not right and of course.

David: [00:17:00] C-O-N-T …

Chris Davis: Continuing. Continuing. All right, there we go. All right, so now the first thing that happens when they come in here they’re going to get a deal added for it in the two contact stage. Essentially, that’s all we need to do here. If we want to tag or do something else we can, but this automation has served its purpose.

Maybe later we want them to be able to self-select and we have a form that they can fill out. They can send [00:17:30] referrals our way, and they can fill out a form and maybe we add that as a start trigger. It creates the deal and this deal will appear on your system, yes. There it is. This deal will appear to contact. That’s just answering this one.

David: That’s the new trigger the automation so that everybody on the list gets put onto that automation, or is that …?

Chris Davis: Absolutely. [00:18:00] Absolutely. Let’s do that, let’s do that. We’ll do a trigger subscribes to list, and for this one we’ll just say cycle.

David: What if I put them on the list?

Chris Davis: Yep, yep, that’s fine too. If you were to manually put them in, and like using the import function or just add them to your account, and you select that list it’s going to trigger this automation as well.

David: Okay.

Chris Davis: Yup. Now, if they’re already on your list, this won’t retroactively trigger.

David: [00:18:30] They’re already on the list. You know how to get everybody who I’ve already got on the list.

Chris Davis: Yes, so here, we’ll go to contacts and then we’ll go to list, where it says all, and we’ll just find our list say another list. Great. This is a good amount of people. I want to add all these people there, so I’ll just click edit all, and then I’ll hit add-

David: To an automation.

Chris Davis: … to automation. There you go. There you go.

David: Okay.

Chris Davis: We might as well do this, David. [00:19:00] Right there. Select add. Now, they’re there and then I’ll hit apply changes. It’s going to tell me how many contacts are going to be added, I’m good with that. They’re now being processed. Now, when I come over here, they should just be popping up, should start like a little video, and we should just start popping up. I don’t know, I don’t even think I need to refresh.

Oh they’re there. Now, they’re all here.

David: Okay, and so now [00:19:30] you just put them along the different stages.

Chris Davis: There you go. There you go. One thing now this is a way that I recommend automating your pipelines in stages. I recommend having a counter automation or automation that executes in sequence with each stage.

We essentially would have one, two, three, four, five, for five stages [00:20:00] we would potentially have five automations. The automations David would start like this. You will use this start trigger. Let’s just look at this. If we say they’re in the two contact stage, let me start with this one and then I’ll move onto the in contact and then you’ll probably get it from here.

What I want to do is in my automation, I want to go right here, where it says deal stage changes. [00:20:30] From there, I’m going to select that. Since it’s the first stage, I’m going to say changes from any stage to the to contact stage. Anytime, a deal appears in that stage I want this automation to start.

All I’m going to do is send myself at this point a notification. New CPA firm [00:21:00] and then I can use like message variables and everything in the message. I always recommend making this message as descriptive as possible.

David: What is the purpose of this?

Chris Davis: Yep, hold on. There was a new CA firm that just schedule, I don’t know. To follow up with. The purpose of this is, A) I’m thinking of when you’re not the one adding them to the list. [00:21:30] Now, you at least get the e-mail notification that this firm has been added.

Just to keep you in the loop you can get the message on your phone, see it, swipe it, archive it, and you’re on with your day. That’s just an example of the to contact stage. Let me say stage to contact. That’s how we would name the automations so that they’re in line [00:22:00] with each stage so you don’t forget.
We’ll have that one that’s fine. Now, where it gets interesting is on this stage, in contact. What we can do is when a deal reaches the in contact stage, we can wait a certain amount of time and then check to see if it moved into the good lead or not good for now lead stage.

If it hasn’t moved [00:22:30] what do you want to say like maybe two weeks. If it’s been two weeks and it hasn’t moved, then we can do some automated follow, maybe we can send an e-mail to them, maybe we can send us another internal reminder that says, “Hey, it’s been a couple of weeks and you haven’t identified this firm as a good lead or not,” maybe gets into the follow up call.

That would look like this. You see here. Go on to new automation. [00:23:00] Now, this one is going to be the deal stage changes and it changes from to contact to in contact. That means, I’d move them from that stage. The reason why I point that out because we could say any stage. If I said any stage and I’m essentially saying, I don’t care how you get in the in contact stage.

As soon as you’re in there fire off this automation, [00:23:30] but by doing this it’s mandating a linear approach. You have to complete step one to step two in order for this to trigger. We’ll do that. Here’s what we can do this is one of my favorite functions, is we’ll use the wait until specific conditions are met.
The conditions we’re looking for are those two stages. In fact, we’re going to look for all three. All right? We’re going to say if it’s essentially in any [00:24:00] deal to any stage to the right of us, all right, so has deal in stage, continue at EDU, good fit. Or has a deal in stage, not good fit for now.

Or so any of these, as long as it, as long as the deal has progressed it’s essentially what we’re saying. Has [00:24:30] deal in stage, schedule training, office visits schedule. If any of those things happen and what time limit, we’re going to say is two weeks, and we’re going to save it. Here’s what this means David, they’re going to come into here, as soon as I move one of these over, [00:25:00] they’re going to come into here, and then it’s essentially just going to wait for right now. It’s going to wait and see, “Hey, has this moved.”

If it has moved this wait state is completed and it’s going to continue. If they have not moved it’s going to wait here for two weeks. How this wait until works is, it’s waiting for either one of these conditions to be true. If none of these are true [00:25:30] after two weeks they’re still going to proceed.
What we want to do is essentially mirror this with an if else. For every one of these maybe for these three stages like the first, the first step we have, is a tag that says ‘has contacted’. I have three automations one for good lead, [00:26:00] one for not good lead, an office visit schedule, and the first action in those is going to be has contacted. Because we’re going to use that single tag to determine what to do.

If I go here and do it if else and do tag exists, and say have contacted. Just say that for now. Because that means they’ve gone to [00:26:30] one of the three stages to the right, so we have contacted them. If yes, then we’re good, we’ve done all that we needed to do, right?

David: Okay.

Chris Davis: If we have not, now we can set up a follow up, where this could be an internal notification to yourself. Like I said this says, “Hey, it’s been a couple of weeks and you’ve contacted them, and you’ve got no word on whether they’re a good fit or not, or if they’ve scheduled an appointment.” [00:27:00] Act accordingly, here’s their phone number to give them a call again.

You can do that or you can send an e-mail. You can send an e-mail to say, “Hey, just checking in. Did you have any questions? My calendar is still open. We’d love to jump on a call, answer any questions that you have so we can set up, and we’d love to come into the office and meet. You have options. However you choose to follow up you can do so right there.

David: All right, so [00:27:30] one of the things that BombBomb told me is that they possibly, we could take, they have a plug in that we could take HTML code and we dump it into an email inside in the e-mail builder of ActiveCampaign.

If we did that and I put in an e-mail that I want to send a video of maybe even showing a meal or me cooking or whatever, and the person interacts with the [00:28:00] email to ActiveCampaign, can that move a deal along or can that do something, since it’s got to be based on an action inside of an e-mail sent from ActiveCampaign?

Chris Davis: Absolutely. Absolutely. What you could do, let me think here.

David: I’m going to drop in an HTML embed code of video that I’ve already recorded.

Chris Davis: Let’s do it here, just [00:28:30] so …

David: I’m sorry I’m thinking of everybody else.

Chris Davis: No, no, you’re fine. Oh, let me see. Okay, yes, see Paul and Katrina are sharing B2B tactics. Yeah, keep going everybody. We’ll say this is the HTML bomb template with video, and we’ll create it, and then we’ll just say you’ve done it from here, bill from scratch, and you went and [00:29:00] did custom HTML, paste it the HTML right in there, and everything is fine.

Save and exit it. Now, you’ve got your BombBomb e-mail in here, the custom HTML is there, and what you could do now is say, all right, it’s been a couple of weeks. Let me send them a video like maybe this will be better if they can actually see in 15 or 30 seconds me in action or whatnot.

After that, you can say, after I’ve sent [00:29:30] them this video out they’re busy so I’ll give them a few days. I’ll wait. I’m going to do another wait until. I’ll say, “I’ll wait until they have opened that email. I’ll wait until they’ve opened that e-mail,” and like I said I’m going to give them a few days up to three days, so whichever one happens first, and then in that event or I’ll wait until it’s always [00:30:00] followed with if else, just copy that and say, if they’ve opened this one.

Yes, we can follow up accordingly and if not, we can follow up another way.

David: Okay.

Chris Davis: Yup, but that’s exactly how you would do it.

David: If it’s like if no, you can schedule a task [00:30:30] for yourself like call?

Chris Davis: Yes, David. Yes to all of it. I can go here and-

David: Add it.

Chris Davis: … add a task, right there, yup, call.

David: Wow.

Chris Davis: You can say it’s been a couple weeks and they haven’t moved forward or opened the video e-mail you sent them three days ago. [00:31:00] I love your use case because where’s the continuing? There it is.

I love the use case here because this is a very, very interesting process right and very unique. It shows the flexibility of exactly how to use the application specifically for that, but I think this is a really good flow now that I’m looking at it like.

David: How do I get [00:31:30] that flow so I don’t have to read?

Chris Davis: Of course. Of course. Put your name on it too, so I don’t lose it. Let me send it to you right now. With all things yeah, test this out, let’s break it, let’s improve on it, let’s continue to flesh it out because I really like your idea here and how you’re approaching [00:32:00] marketing. Really good.

David: Now, once I got this set up I can go out and meet CPAs and go to different meetings and so forth and just add them in as a contact-

Chris Davis: That’s it.

David: … put them on the list and now I can have that whole thing just go boom, boom, boom, boom.

Chris Davis: There you go. Then you know in your schedule, maybe every Monday morning, or whatever [00:32:30] morning, You go look at your to contact and you reach out with someone on your team reaches out, and you can always have a bird’s eye view of how everything is going.

David: Great, okay.

Chris Davis: You can even have this one actually. The in contact one or the to contact, that’s the one I wanted to look at. You can even time it. Let me say to contact, and say if a stage right here [00:33:00] to contact, and we can wait we can say, if it’s been seven days, seven days and nobody has contacted them, so essentially or that no progress has been made, has deal in stage and it’s just the next stage is in contact.

If it’s no, we can trigger some action, because it’s like, “Hey look, I just [00:33:30] added these people. It’s been seven days and they haven’t been contacted. We haven’t been successful in contacting them.” Now, let’s do something about that. Yes, this is-

David: Can you send me that one as well please?

Chris Davis: Yes, let me send you this one too, David. Thank you for asking this. I love pipeline examples because they’re the best way [00:34:00] to like show automating a process, so thank you so much for bringing this one up.

David: I’ve got a bunch of process, so I’m going to [inaudible 00:34:11] now.

Chris Davis: This is going to be very valuable. I mean, this one the to contact stage automation, and that is in the chat as well. A lot of people who watch the replays if you’re watching the replay [00:34:30] thank David, but they all love CRM examples using the pipeline stage, so appreciated, David.
All right, did you have any other questions?

David: I have others but I’ll wait until Paul or Katrina can get there seen.

Chris Davis: Katrina says, “It’s good learning and are refreshing for all of us.” Concerning your question and then Paul. Oh okay. You’ve got, all right great. [00:35:00] Well, I’ll say this everybody who’s on if you have a question ask away in the chat you don’t have to wait for David and I to finish. Okay, Katrina says she’s just absorbing it all.

If you have a question don’t hesitate raise your hand ask, I’m going to continue to work with David. I feel like we’re getting a good flow here, but at any point ask your question, definitely ask your question and I’ll get questions [00:35:30] here.

David: I’m trying to import that automation so I followed it, and said I went to the automations page and how do I grab that automation? Do I just take the hyperlink from the jack and dump it there?

Chris Davis: Yeah, copy the hyperlink and then when you go to new automation right here at the top, you see that where it says import automation. That’s what you’ll want to click. When you click that, that’s where it’s going to [crosstalk 00:35:57] URL. Yeah.

David: [00:36:00] You guys are really slick.

Chris Davis: Try to make it easy, and then it’ll probably walk you through like updating the tag and the e-mail name and things of that nature. If you haven’t created the pipeline I would say create the pipeline first because it’s going to look for pipeline stages.

David: Oh I see.

Chris Davis: Let me give you a snapshot of the pipeline just so you have it. Let me do this. [00:36:30] Just so you have it for good. All right, I’m going to pipeline screenshot putting that in the chat as well. There you go. If you need to recreate it.

David: The other thing I’m interested in is building nice email templates and so forth as part of that.

Chris Davis: Okay, so two ways to do it, one is going [00:37:00] to be of course, and I want to point this out, David brought up a really good point everybody using an email e-mail template from another source will say. Which was great thinking David, I actually didn’t think of that. That’s all credit goes to you. David is sending out the special video e-mails from another platform but they allow [00:37:30] the HTML to be copy and paste it.

You can of course with templates we give you the ability to start with our pre-designed, but if you go here and you do custom HTML, let’s say, David, let’s call it David. Now you’ll see, for some of you this may be terrifying but you will see an HMTL editor and [00:38:00] you just paste it. If you paste the e-mail here when you view it, let me see if I can grab the email from my … let see if I can grab one of my e-mails.

Where is a marketing e-mail when you need one? Oh well, all right, but anyways you will paste it here and let’s just say P style equals font size 48, [00:38:30] and color is, all right. All right. If I do that, this is really big text. You’ll see it up here to the right, so you’ll be able to see exactly what that exported e-mail is going to look like and it should be a one-to-one. It should look exactly like it looks in ActiveCampaign.

David: Now, do you have something [00:39:00] that you can design it there and then like maybe I don’t know all the HTML code. What I’m trying to do is, I know I’ll take their snippet, so I’ll build it with the whizziwig on that side and then just dump the snippet in. Is that?

Chris Davis: You’re saying they provide you like HTML snippet for the video portion?

David: Correct.

Chris Davis: Oh, okay, I misunderstood. [00:39:30] I was thinking it was to the entire e-mail template. From there, you know what I would do honestly

David, I would start with the template and do the newsletter one, video. I would start with the newsletter, and the reason being is because it’s just simple. It’s got an image in some text. For here, you can change this image to be a logo. I don’t know if I have a logo, I [00:40:00] always do that. I don’t know if I have a logo. Please be a logo. How about that? Let’s see.

All right. That works. So you can have a logo and then what you want to use is this right here, David.

David: Okay.

Chris Davis: Yup, this HTML black.

David: I can create everything inside there and then just dump that, oh that’s it.

Chris Davis: Yeah, there you go. Yep, perfect. Oh wow. [00:40:30] Please let me know how this works because I am so interested in your use case.

David: Okay, so I have another use case.

Chris Davis: All right.

David: Letting me going on, so another part of my business is I manage the individual accounts for somebody who has a 401k, so that ActiveCampaign provides a 401k for their employees, and in [00:41:00] the way 401k’s work is that a company sets it up and you don’t get to choose, you can only pick from the investment options that the company gives you.

Generally speaking you don’t know what to choose, so I have a business where we know what to choose and we’ve created some algorithms that have been very successful on any 401k. We have targeted a couple of companies [00:41:30] and one of them is IBM. What we’ve done is I’ve created a Facebook app, and from that Facebook ad, we have a webinar platform that works with your system called Easy Webinar, are familiar with Easy Webinar?

I’m working with the owner of Easy Webinar, so the Facebook ad takes them to a registration page of Easy Webinar, and then from Easy Webinar they watch the webinar [00:42:00] and at the end there’s an offer for a private consultation with me. We’re doing prior e-mails getting them to the webinar and then showing them that the replay is up. What would be the type of use case afterwards or let’s say they don’t sign up for a consultation call.

How can I take that from Easy Webinar and put that person into a [00:42:30] campaign an ActiveCampaign and now say, “Hey, when you’re ready I’m here,” and in the meantime I’ll send you pertinent information.

Chris Davis: Yes, yes absolutely. All right. Just real quick, Paul I try to further customize canned e-mails today real quick and then include there. Paul, can you clarify real quick with your canned e-mails, are those the saved response e-mails? Just let me know. [00:43:00] Saved response, yes.

David: Yeah, I’m interested in that. What is that?

Chris Davis: Paul, saved responses. All right, so Paul, what Paul wants to do is change the subject line of saved response email like on the contact record, right before you send it, Paul. Let me go here. At least [00:43:30] show you all saved responses. Yes, the first name, great. So under … Oh you use this you definitely use this David too. Under my settings, if you go to saved responses these are pre-built e-mails that you can send to your contacts personally. In your case actually, David, when you got the notification that says, have it reached out to him in a while or whatnot, [00:44:00] or if it’s to contact you can go to that contacts record and send a personal e-mail.

The personal e-mails don’t have the unsubscribe link or anything like that. It’s truly a personal e-mail but you can at least track when it’s open. If someone opens it and hasn’t responded to you at least they can’t say, “Hey, I never got it,” but that’s how you set this up, so you add it like if we look at …

David: You call that a personal, how do you differentiate as a personal email?

Chris Davis: Yes, so you differentiate [00:44:30] by have their sent. Here’s two, here’s two here, why can’t I see? Oh, I’ve got to go to next. This one is look, “Sorry, I missed you. Sorry, I missed your call first name. Next week I’ll give you a call back at the following number. Talk soon. Sincerely.” All right?

David: Mm-hmm (affirmative).

Chris Davis: Instead of saying, I have sign off and hit save. Now, I’m going to send this e-mail to everybody that I call and couldn’t get a hold of. [00:45:00] To do that, I’m going to go to the contacts record, let me just find [inaudible 00:45:07] Phil.

I’m going to go to the contact record. Now, any time you hit this button here that says send the e-mail, that’s a personal e-mail. If you go to the firm to details you’ll see that it’s going to pull your name, the name that you have listed for the ActiveCampaign account as well as your administration e-mail, you can’t change those because [00:45:30] this is going to be a personal e-mail. It cannot be automated in any way.

You’re going to go in here and right down here where you see that little document.

David: Very cool.

Chris Davis: You’re going to say will call back, and it’s going to automatically populate everything for you. You see how it pulled in fields name, it pulled in fields number and all I have to do here is hit send. Now, to your question Paul, personalize as in their first name with the subject line. Yes, [00:46:00] Paul that’s a really good question. I think if I do …

David: I’m sorry, is sign off a short code?

Chris Davis: No, this is just from me, saying when I see that to go in here and say …

David: Oh I got you.

Chris Davis: Yeah. This is what you’re talking about right? Paul, like first name, “Sorry I missed you.” All [00:46:30] right. I don’t know if this is going to work so let’s try it out. Let’s try it out. I’m going to send this e-mail to me, and there it is. Your e-mail sent and check this out, you’re going to see it right down here. You see that? You see that, David? No, not this one. Sorry I missed you 24 days ago.

Oh no, you’re going to see it over here. These are the automated e-mails. You see that? Now, you see that you sent this personal e-mail [00:47:00] a few seconds ago at 10:27 at 1:49. When I open that e-mail it’s also going to give me a notification.

So drum roll, drum roll. Paul. Get this Paul, look at this. There it is. It did. You can personalize the subject line with personalization tags.

David: [00:47:30] You put a short code in there?

Chris Davis: Exactly and it added that to it. If we wanted to, all right you guys got me going now. Check this out, if we wanted to what we … the best use case for this would be to go back here, Paul said, beautiful I read yesterday somewhere it drastically boost open rate. Yeah, this should help depending on the state of your communication [00:48:00] with that lead, absolutely.

We’ll call back. Now, we can just add it here. First name. There we go and hit save. Let’s just see, let’s just test it all out. It has cost us nothing to test but saves us everything. Let’s just see if I go down now. Go to e-mail, [00:48:30] save response, will call back.

It’s there right there right. Now, it’s a little different because since it’s not in the body, it’s not pre-populated. In fact, that’s a really good, let me jot that down to a note to send to the product team. Merged product and merged personalization, tag. Oh, okay, well I said [00:49:00] that earlier.

Yeah, so now, if I include it there, it should work the same. Now, I’ve included it in the saved response though so I don’t have to type it every time, and then we just send it to me. Here it is too. You see that David, it tracks when it’s been opened to. Right there.

If you send it from the contact [00:49:30] record it says, it’s sent three minutes ago. Open two minutes ago. Yeah.

David: Now, can you take a template and send it as a personal e-mail?

Chris Davis: No, no you can’t take a template, like a campaign template with the video and everything?

David: Yeah.

Chris Davis: Yeah, we can’t do that one. This one is going to be limited to all text.

David: It’s just text.

Chris Davis: Yeah, text and saved responses, yeah. Let me just finish this last test, [00:50:00] did it work? Yeah, it worked so that merge my name too. Yeah, Phil mentioned you can’t add attachments either. You would have to put the link to the attachment in the e-mail.

All right, great. Great questions. Let me answer yours, David. All right. By the way, this is a really good scenario. In fact David, I think you make a really good podcast episode [00:50:30] to go through these processes that you’re using in your business and using an in ActiveCampaign, because you don’t hear these often but they’re so extremely important.

For someone like yourself, you manage 401k accounts, I can raise my hand right now and say I get that slip and I see all those funds and it’s just kind of like fingers crossed, that one looks good, that one says aggressive I’m young, too aggressive. Then it’s just like it’s off somewhere and you’re just hoping all is well.
[00:51:00] For someone like yourself to say, “Hey look, provide this training and then give an opportunity to talk with you about my specific case and 401k options.” That would be great so if I’m on Facebook, I’m just scrolling doing nothing with my-

David: We’re going a little further because in our particular case we’re taking a company like General Motors, and General Motors has 80,000 people in their 401k. One [00:51:30] of the things that Facebook allows you to do is targeted at to people who have identified themselves as working for General Motors.
Now, we’re building very targeted-

Chris Davis: It’s beautiful.

David: … video that is that talks very specifically about a General Motors 401k.

Chris Davis: Wow.

David: And we complete and target their age because we want people that are neither one 21 year olds [00:52:00] that just started. What I’m trying to do is get all of these kind of automations running in the background because then I go on to American Airlines, Delta Airlines. I can have all of these running and have all this working without me being the one pulling the ladder. Don’t pay attention to the man behind the curtain.

Chris Davis: Yeah, this is great and I want to insert here this is a nugget [00:52:30] on a Friday afternoon that is on behalf of David. Did you hear what he just said? He said he’s customized his Facebook ads and the training to a specific audience, so he can cater his webinar training to General Motors and target that exact audience. Now, listen everybody, that’s so different than David going out here and running an ad for everyone [00:53:00] who makes a median of 50 to 100k and assuming, “Hey, based on my research people who make around that type that amount of money normally have a 401k.”

It’s probably a safe assumption but it’s nowhere near as targeted as going to the company, and then having a training specific to that company as well.

David: Well we also went one step further, so behind me is what is called a jam board, are you familiar with that?

Chris Davis: [00:53:30] I am, we have one. We have one in office. I thought that looked familiar.

David: I have a personal jam board. Yes, and what I did is I created the ad for the corporation that says, the name of the company right on it and they added me in front of it actually in my chef’s jacket. Now, because you’re scrolling in your Facebook feed, I’ve got to have something that catches your eye.
If you’re working for General Motors and you see [00:54:00] is your General Motors 401k plan safe, “Whoa! Wait a minute. That’s me.”

Chris Davis: Oh I love it.

David: I mean look at this guy and so now you click into the ad and then hopefully we’re kicking off that whole process.

Chris Davis: Beautiful. This is marketing mastery here. David, I could sit and talk to you all day about marketing actually. I enjoy hearing that. [00:54:30] Thank you for a job well done. I mean you are absolutely right, it’s what you’re saying to Paul right, why you’re putting the first name in the subject line.

David: Exactly.

Chris Davis: We’re all in the business of personalizing the marketing experience, and I appreciate you all on this call specific because you all are thinking in that direction. Yeah, absolutely David, I’m scrolling through. I work for ActiveCampaign and I say, “Hey, is your [00:55:00] ActiveCampaign role in shape or form.” I would probably 100% click on the ad like that. I mean is that not the question that’s going behind.

Everybody said that everybody’s scared to answer though. You know, I have it. I just hope it’s growing. I just hope it’s not failing me. Yeah, great. That’s really great. Then for easy webinar, are these I can’t remember, is Easy Webinar a live webinar platform or is it not?

David: It’s like an Evergreen so we’re actually doing, I’m setting it up so [00:55:30] it’s all going to run Evergreen in their time zone. My whole idea is that I do all this work up front, I planned it all out, I get everything done, and then I let the Facebook and run. Then of course I use schedule once as my scheduling system.

My whole idea is, I don’t really hear from this person until they’ve appeared in my calendar with a consultation call, [00:56:00] where I sit down, where I’ll do a webinar through Zoom with these stages and say, “Okay, let’s look at your 401k. Let’s know you what it is.”

I’m getting people to self-select themselves and to qualify themselves using and doing all this work upfront. The webinar that we’ve created is very specific to that companies 401k plan, because we know we didn’t have to do a generic one. We know that the only people that are going to see that particular one either [00:56:30] work for, the General Motors one that will look at, the IBM one only IBM people will work at.

I can have all these plates kind of split spinning and hopefully they’re going to pop up on my calendar and say, “Oh yeah, that was awesome, yes. I want to have an appointment.”

Chris Davis: Beautiful. I love it. I love it. That’s exactly it.

David: I don’t know that it’s going to work because we’re just getting it started. Actually, as we were testing it we tested that we were putting up the Facebook [00:57:00] ad and it actually went to somebody at IBM. We did an IBM one and they signed up and they went through the webinar and we run, well where did that come from? It was literally in a matter of less than two minutes as we would testing the ad, that it went to somebody’s feed and somebody said yes.

Chris Davis: Great. I mean it’s so targeted. I would imagine you would see more immediate results then, than most who aren’t as targeted. [00:57:30]

Here’s what I’ll say, we’re at 2:00, but I want to answer your question, and we could pick this up next week on Tuesday if we need to. Here are the critical things that you need to identify for Evergreen.

Well, let me answer your live question. For live, does Easy Webinar integrate directly with ActiveCampaign to mark the people who have attended a live webinar?

David: I’m not sure.

Chris Davis: Okay, so normally what you want to do is just download the CSV file, [00:58:00] and when you download the CSV file, it should. Most webinar platforms have a column that lets you know if they attended or not. Here’s what you’ll do, David. Let’s say you have a list, let’s say you have a list of people for that webinar. Now, whenever somebody registers for the webinar they’re added to that list, I’m pretty sure Easy Webinar integrates with ActiveCampaign at that level, so let’s just say they’re added to the master list.

[00:58:30] What I’ll do is I’ll go to contacts afterwards, and all I really want to do, well actually I don’t even need a list. I’m sorry David. If they can just add context to an automation, that will be great by like a tag or something that will be even better. I’ll stay with my original font.

Anyway, so they’re on the list, so everybody on the list we know has registered for webinar, that’s how they get to the list. [00:59:00] What we can do is later we can download our CSV and all we’ll need to do is import the attendees. That’s all we need to do is import the attendees. To do that, we go to import and then right here, import from a file, and you’ll want to select your CSV.

Then it’s going to ask you to map the fields and everything, email is the most important first name and last [00:59:30] name if you collected that. Then you can scroll down here and say attended. Now, everybody on your list that has the attended tag is now is an attendee, and we now know if you don’t have that tag you’re non-attendee.

Now, that’s how you can split the two up, and now you can have I think we worked through this last office [01:00:00] hours, I think Tara. Tara was the one. I think it was this one and what you can do is … Yeah, look at this one. I had a simple automation that says, “Does the contact have the attended tag? If they do, don’t do anything.” If not, add the non-attendee tag.

Now, I’m using the automation [01:00:30] to tag the other ones instead of running two imports, one imports to tag, all of the attendees then another import to tag all the non-attendees. This is like a utility, a utility automation, and then from here, we can add more.

We can send out the attendee e-mail that says, so if they attended it live, and they did not sign up for consultation. The messaging there is like still [01:01:00] have spots available like, “Hey, I still have time,” essentially as the positioning of that e-mail. Then if they did not attend, you can respond because I’m sure you’re sending the replay so at that point they registered, they didn’t attend the live and they didn’t attend the replay.

David: The replay.

Chris Davis: Right, so now these are, this is a good one for like to ask a question like. Is something wrong, or did I do something wrong? What did I do? Or is it, how [01:01:30] can I help? That positioning it as an e-mail to kind of because what we want to do is we want some engagement from these people, they haven’t given us any engagement. We want to ask a question to see if we can start a conversation.

That’s how I would follow up with the two on a live one. Now, I will say this, and you probably have to test this when you turn it Evergreen here is your critical, of the critical information you need to know. [01:02:00] When does Easy Webinar apply to tags?

The first one you’re interested in is the registration tag, because they’re going to apply a tag to every contact that has registered. You want to know if that’s immediate or if it’s at the end of the webinar. Then secondly, you want to know when do they apply the attended or did not attend tag. Is it when the webinar completes or is it [01:02:30] a certain amount of time after the webinar? Because that’s going to determine how we build the automation to take into account the delay.

Because if we don’t take into account that delay, what I’ve done personally and what I’ve seen done is people can just start going down the wrong branch because you see there’s no wait here. I’m just going to add them here and say, “Hey, have you attended?” If the easy webinar hasn’t updated their system yet, everybody is going down the no path.

We [01:03:00] want to make sure a rule of thumb that I heard from most marketers online is eight hours, they say eight hours after the webinars over, it’s safe to start adding them to this automation to see if they’ve attended or not but Easy Webinar, it may be 12 hours. Those are the two things that you’ll want to check before you turn it Evergreen and start marketing.

All right. Everybody, thank [01:03:30] you. Oh this was a great office hours. I learned a lot truth be told. David this is why I tell people to bring your business and your processes. I love walking through processes more than anything because that is what all automations are built off of. They’re built off processes that we’re doing. That’s why I cringe when people aren’t doing anything and they try to automate stuff. Just like, “Wait a minute, you can’t skip that step.”

Thank you so much for that David, Paul, Katrina, everybody [01:04:00] who’s been on even if you didn’t ask the question. Thank you for hanging with us all the way to the end if you’re watching the replay. I hope you enjoyed it as well as we walked through the CRM, some webinars, and some saved response examples. We do this every week, twice a week, Tuesday at 10:00 a.m. Central, Friday at 1:00 p.m. Central. You can attend as many as you like.

David, I would definitely like to extend an invitation two-fold, one for you to come back let me know how this is working. [01:04:30] Then another one to get you on the podcast once we …

David: Sure, I go to Chicago quite often so …

Chris Davis: Oh, that’d be great we’ll have to have you at one of these user groups or just stop by the office. All right, we love meeting our users and I would love to sit and talk more about your processes in business.

David: Thank you very much.

Chris Davis: All right, so everybody else signing off have a great weekend, relax, enjoy yourself, unplug, take some time out. If Saturday is [01:05:00] your day of going heads down and going all in, make sure you unplug tonight and get ready.

Check Netflix, check a movie. I don’t know, do something that just kind of gets your mind off so you’ll be refreshed in the morning. Stay safe everybody so I can see you all next week and signing off. Have a great weekend.