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Office Hours – October 6, 2017

Recording of Office Hours hosted by Chris Davis on October 6, 2017.

Transcript

Chris Davis: Real quick, I just want to recap where we’re at for the recording. Diane’s question is should be she be using subscribes to a list or submit a form to start her automations. I like to use subscribes to lists sparingly, because on one list you can have multiple offers, and I don’t  want all of my offers to get the same follow up from the main list. What I want to do is customize the follow up based on their form submitted. What Diane is doing is she’s got [00:00:30] this registration page, which is really nice. Look at this, really good job done here.

Here as I was saying, just a pointer is, let’s get something right here, because the rule of thumb for all landing pages is, no matter where somebody scrolls they should have an opportunity to take action. Here I could still take action. No action, put something right here and you’ll be fine. Then the last thing is, if you can in your WordPress editor, I think you [00:01:00] can actually remove this entire footer. Because you don’t need the outbound links, plus you already have the footer up here. So if I were to just do, just a quick, this is extra credit because … Look at that.

If I just take it I think that would be a strong … a form or a bound at the bottom and then that would be strong additions or strong modifications to your landing page. I’d be interested to see if that helps [00:01:30] registration rate. But that was not the question, I just wanted to throw that in there. She has three lists, and one list is for paid members, one list is for free. She’s got free, paid, and events. Free, paid, and events. She hasn’t imported this yet, but the free and paid have been imported from Mailchimp. Or Awebber I’m sorry.

Then [00:02:00] what she says is, the automations we have the registration form ready to take subscribers, this form. It’s ready and it fires on subscribe, tags them for the workshop, which is the workshop they sign up for and then sends in the email for their workshop detail. This is fine for one workshop, however, I’m not seeing the logic in using the same list for other workshops. We do various live online workshops throughout the month. I don’t want everyone to get the same email. [00:02:30] So help make sense of this, and we are … let me get my tablet out, just in case I need to illustrate something. We haven’t illustrated in a while, so I’m excited about that. Right on this.

Alright, so the answer, I guess spoiler alert. Okay, what does this say? Free members actually have access to content that site visitors do not have. Okay. So Diane, how I understand it now, [00:03:00] if I go to your homepage, you have, okay, login. There it is. And members. If I go to join, I probably get there that’s basic … okay, here it is. So, free. Great.

Oh, by the way, I forgot. Oh, I forgot. Look at this, everybody. I like to highlight our users whenever we can. Home Education Council of America, the most powerful online resource for homeschoolers. If you are homeschooling your children or are thinking about it, I would highly [00:03:30] recommend checking out this resource. I have children that we’ve thought about it, and I can say there is not a whole lot of information out there on homeschooling. So I appreciate this, but it’s very well done. I was able to come to your site, Diane, and within a minute I understood exactly what you had to offer. So again, great job there.

So what Diane is saying is that you can join this platform for free. So now you have access as a free member that website [00:04:00] visitors don’t have, which is great because now they’re in the ecosystem and I can upsell them to plus silver and plus gold. So that’s good, and if we go back to the initial question is, how do I handle this process? What I would do is, I think that you’re fine. I actually think your lists are fine. So you have lists that say, maybe [00:04:30] I will draw. Let’s draw everybody. And feel free, if any of this doesn’t make sense to you all who are watching, ask away as well. [inaudible 00:04:43]

They changed it. Okay. Whoa, everything looks different. Y’all see this? I’m kinda lost now. Oh, okay. Let me just … alright. Anyways, sorry. I get distracted easily with new toys.

[00:05:00] Essentially, you’ve got this list, and that’s for your free. And then you have this list, which is for paid. And then we have this list, which is for events. Whenever the action of registration happens, they’re added to [00:05:30] this list. So let’s say that this list has an email tied to it. So every time somebody registers, they’re attached here, which means they always get that email. That’s what we don’t want to happen, because this is maybe … registration one … and actually, this should be towards the events, to be more accurate. Let me not confuse everybody. [00:06:00] Yeah, there we go.

If I do reg1, or I’ll say reg2, they both go here. And they both get this email. This is not the anticipated, we don’t want that to happen. Instead, what we wanna do is use the automation, use a web form as the start [00:06:30] trigger. Use a form. There we go, slick it in there. Reg2, reg1, both forms, add them to the list. And then each form starts its own automation, with its own email. So at the end, we achieved the same thing. [00:07:00] We made sure that everybody who registers for an event is added to the events list. But what we did is we removed the events list … so it’s no trigger. Mark would be proud. Is Mark over here? My handwriting has increased. So there’s no trigger on the events. [00:07:30] Instead, we’ve changed the trigger for the automation to the forms. And by doing that, now I can customize my followup for each event, and have everybody who’s registered for an event on the events list.

So let’s talk about why this would be good. This is good because at any time, Diane, maybe you wanna send [00:08:00] communication to anybody who’s ever registered for an event, across the board. Well, that’s easy. You have an entire list for that. But if you wanted to get more granular and say, excuse me, I want to access, or I want to send an email to everybody who’s registered for event number 1. You can do that, because if I go into here, if I go into “ActiveCampaign,” [00:08:30] and I create a segment … and I can say “actions,” and then I’ll say “submit a form.” You see that? And if I go here, event registration, do search, it should pull up, no, maybe fill. Oh, well look at that. Maybe fill is there. More than I thought. And I go back and I say, save as segment. Save this and say … Diane Event [00:09:00] Registration. Okay.

So I have this saved. I have this segment saved, and now it will automatically update. Remember everybody, saved segments auto update. So it’s gonna automatically update whenever someone meets this criteria. I can have more than one criteria, I can just add here. But whenever somebody submits the form “Event Registration,” they’re gonna be automatically added to the segment. So at any point, if you say I need to get more granular, I don’t [00:09:30] wanna just email everybody who’s attended an event. I need to email everybody who’s attended this specific event. Now, if I go to campaigns, and I wanna send a campaign, then you get a new campaign named after you, if I wanna do that, now look what I can do. Let’s say I have an events list here. I don’t, but let’s just say Events right here. And then I can go and save all of my event registrants. You see that? You see how the [00:10:00] list and then the segment work together to be more targeted with our communication, going forward? Or, if I didn’t wanna do this, oops. I could just do the list, like lemme email everybody who’s registered for an event. So those are your two options, and that’s how you access them that way.

So can this be changed after people subscribe? I already have two registrants. It can be changed after they subscribe, and [00:10:30] it would be working for all contacts who come in after the point of change, Diane. So right now if you go in there and you change the start trigger from … let me not assume that you all are following everything, because in my brain it’s like a movie theater. I can see this stuff. But I don’t wanna make that assumption and get you all confused. So let’s just say this. Select subscribers list, [00:11:00] whatever. Whatever that is. So now … Diane … list versus form. Okay. So now when they subscribe to this list, they’re gonna get some follow up. The other thing we could do is tag them. Event registered for new one. Whatever the name is. [00:11:30] So we have a tag and xyz. So now, up until this point it was anybody who’s added to this list gets tagged as registered, and then they get the follow up. But what we’re gonna do is saying anyone who submits the form, and instead, event registration. We’re gonna add that as a start. And when you do that, what you wanna do is remove your master list, so now that exact process that I just showed you is what you would do.

The [00:12:00] last step would be going to your forms now, because they have to get on the list. ‘Cause we’re saying when they fill out this form, they’re added to the list. So if we wanna pull that off, we’ve gotta go to the form and edit and make sure under “Options,” that “Subscribes to list” is selected. As the events list. You do those two steps and you’re good to go, for handling going forward, [00:12:30] because you’re doing various live online workshops throughout the month. And you said you don’t want everybody getting the same email from the master workshop. Now, this email is specific to that one event. And you can add another form and use that email to add them to the list, and then start this automation, so that you can customize it. You can have workshops from A to Z, and they’ll all have their own. So I’ll say [00:13:00] Diane Event A, follow up. No, Event A Registration.

So now when they register for event A, they’ll go down here and they’re still achieved by being added to the list, and we can tag them and do everything we need accordingly. Alright, great. Got it. That was good. Let’s go to the second scenario.

Should I be using multiple … oh, let me highlight. [00:13:30] Great question, and thank you so much Diane for asking. I feel like I may have seen you somewhere. I’ve been kind of all over the place this weekend. Maybe online, maybe in the Facebook group. I’m thinking Diane, but so many names come across.

So we use a different form for each event. Diane asks, so we use a different form for each event? The answer is, absolutely. Yes. [00:14:00] Yes, thank you. I think I remember earlier this morning, actually. Yes. So Diane, a new registration form for every event is the easiest way. Another reason why that’s good, easy metrics. Easy metrics is what I call easy metrics. Look. You can just see. If I did this, if I use, everybody remember when I talk about naming conventions? Naming conventions [00:14:30] are important because they aid easy metrics. So if everyone of my forms was called Event- and then the name of the event, when I go to my forms all I have to do is this. Event, and all of my event forms will show. And then right here without a click of a button, I could see how many entries each event had, which is gonna tell me which event is doing the best. Like, oh my gosh, I can’t believe our June event had 150 registrants, when on average we’re getting 20 or 30. [00:15:00] Hey, marketing team person or analytics team person or spouse! Whoever. What did we do different in June? And let’s replicate that going forward and see if this is a strong indicator of performance that can be ongoing in our business.

But they go to the same event list, correct, yes. They will go to your main event list, and that’s just the home that you wanna put them on. [00:15:30] And using tags, we are able to differentiate which event they are. Diane, I feel like you have perfected this already. I really do. I feel like you have captured the essence of this all really quickly. So yes, good job, and you are correct.

So now she has six completely different Evergreen lead magnets. A page with the registration form which takes them to a page to watch a video or download a freemium. Sometimes [00:16:00] members land on those lead magnet pages, which is fine, and she understands tagging for automations. But again, if she fires for unsubscribe and everyone is being funneled into one master event list, is everyone gonna get the same welcome email for the master workshop, of which they are not subscribing to? Or should we be using multiple lists for six lead magnets?

So, what I would do here is I would, I don’t think how you have yours set up, Diane, [00:16:30] I think free is for your free members. Paid is for paid members. So if I were to … let me see here. So I think this is accurate. Oh, I can add a color? Ohhh! I’m sorry, I really shouldn’t be playing with this live, but this is really nice. I’m sorry, everybody. I’m back. Okay. Stop playing. Lost my train of thought. New features threw me off. She’s purple. [00:17:00] This, these right here, are for membership, right? Okay.

So these are for membership, and then these are events, so I think what would really help you is having what I will call an All Contacts List. I think this is what you should have. [00:17:30] Instead of having a list for every lead magnet, because that could be, that could grow, and just maintaining that could be a bit worrisome. Have an all contacts list. Let me preface it by saying this. In old email, in traditional email marketing platforms, if a contact is on multiple lists, they count as a different contact. So for instance, if I was the same contact, if me, [00:18:00] let me draw me. If me, if I were on this list. And then the same email address, I was on this list and the same email address, I’m on this list. That counts as three total. That’s three different contacts, which if you emailed all three of those lists the same things, they will receive three emails. Which nobody wants. [00:18:30] But in ActiveCampaign, that is not the case. In ActiveCampaign … oops. In ActiveCampaign, this is not the case. It is actually one contact.

It doesn’t matter how many lists a contact is on. What matters is the email address. So if the email is the same and they’re on three different lists, we’re only gonna count them as one contact. [00:19:00] And since they’re only counted as one contact, what does that mean, everybody? If you email the multiple lists, and somebody is on multiple lists, they’re only gonna receive one email. Because they’re only counted as one contact.

So that’s a key differentiator between understanding email marketing and marketing automation platforms, because email marketing, their only way of dividing or grouping contacts is by using lists. Where in marketing automation, especially in ActiveCampaign, it’s a contact database [00:19:30] and lists are just a way of helping you understand where your contacts are. But we treat all contacts singular. Doesn’t matter how many lists they’re on, or how many tags they have. They’re a single contact.

So I say that to say, if you have an all contacts list, which is, everybody, this is a safe list to set up if you’re wondering like, “I’m just getting started, what should my first list be?” All contacts. It’s self explanatory. This is where all of your contacts go. [00:20:00] Because remember, they can exist on all contacts and on the free list, and still be one contact. So if you set up your all contacts list, Diane, this is where I would have all of your lead magnet, should add your contacts to this list. And then we’re gonna emulate what we’re doing with events, and you’re gonna have a form for every lead magnet. And that form is gonna serve as a start trigger for the automation to follow up specific to that [00:20:30] lead magnet. Got it? Great. Perfect.

And then the third one is, we have a list size of some people we have signed up for various online events, yup. These people may or may not be duplicates on our members list. So what Diane is saying here is they could be on one list, they could be on a lot of lists. When I import the miscellaneous subscribers to a master list, if I check the box to check for duplicates, [00:21:00] which list will they be eliminated from? The existing member list in AC, or the new master list, or will they just be … oh, look at that. Will they be on two lists if I don’t check for duplicates, my members lists are mapped through API member models, oh. I like member models. Member models automatically put members in the correct list when they see [inaudible 00:21:20] to the paid list when they upgrade. Good job, Diane! Good job. Jeez, you’ve done a lot here.

When they upgrade or move them to a free list, [00:21:30] yes. Uploading [inaudible 00:21:32] because I don’t want people moved off the member list in favor of the … huh? What is the best way to handle duplicates?

Alright. So, here’s what I would say. You can successfully import without worry. And here’s what I mean. As I mentioned, contacts can exist on multiple lists, so just because you imported them to one list does not mean that you’re gonna remove them from another. So that’s fine, you don’t lose any data there. Oops, I didn’t want to do explorer. [00:22:00] But when I go to import, watch this. I hope I still have a CSV file. Downloads. CSV, there it is. When you do your CSV and you’re doing your mapping and everything, what you’re gonna do is you’re gonna come down here, select the list that you wanna pop them into, and then look at this. Import as active, and then click update existing contacts while [00:22:30] importing. So what this will do is while they’re importing, if they already exist, it’s just gonna update the data that’s existing with new data that’s on the CSV. The only new data is adding them to a master list; that’s all that’s gonna happen.

So in the contact record, check this out. What’s gonna happen after this import … I’ll use Alex here. It will … [00:23:00] what you’ll see is, right here, everything will stay the same but now you’ll see that they’re on the master list. But nothing will be removed. Nothing will be overwritten. Diane says, will it replace their existing tags on the member? Nope. Nothing will be taken away on an import. Import is addition only. Import is addition only. The only way to remove them is, Diane, just make sure you don’t have an automation, [00:23:30] a rogue automation running somewhere that’s like, when they subscribe to this, [inaudible 00:23:35]. That very much can take away. But the import process itself is additive. So it’s just gonna add to what’s already there. You will not lose any information at all. Got it.

Diane, we handled it. We did it. I know to you it’s like “Oh my gosh, I hope this isn’t too much!” But [00:24:00] team effort on this one. Team effort. Thank you, Diane. Thank you for your questions, and keep me updated with how it’s all working. You are very welcome. Very welcome. My pleasure.

Sherri, I am coming to you. Thank you for your patience, Sherri. Everybody, you can feel free to ask your questions as well. Well, Sherri, where were you, there we go. Let’s talk through Sherri’s, everybody. And you [00:24:30] know what’s really good, especially for those of you who have been on a few of these Office Hours, is if as I’m reading them, you work through it as well mentally. Like, okay, I would do this, or you know, maybe we could do that, and you could share that.

Paul, lemme answer this real quick, because this has something to do with Diane’s question. If they don’t exist already and we import, how do we automate them moving into certain pipelines? [00:25:00] Ooh, that’s a good one. Paul, I’m gonna build a pipeline for you, and I’m gonna show you this question, so I’m gonna answer that right after Sherri’s. Good one Paul, thank you for asking that.

Alright, Sherri. Sherri says, uh oh, lemme make sure I spelled your name right, Sherri. I don’t want to … Got it. Alright. I created an automation for call reminders for a virtual retreat and used goals with a custom feel for the date of the event plus X days for each reminder. It’s working fine [00:25:30] if everyone starts before the first goal. But if someone gets tagged and goes to the campaign after the first goal, they sit there because the first trigger date for the goal has already passed. How do I get them to pass through to the point in the automation where the date hasn’t yet happened?

So the quick answer to that is, they will not pass through. They will stay there until the next [00:26:00] goal condition under it is met. Let me put it like this. Aww, shoot. I don’t remember which one this was. Registration. We worked this out. Diane, maybe it’s this one? I wanna show this to you. Sherri. That’s not it. Please be it, please be it, please … no. Okay, pre event follow up. Oh, look. It looks like I have one. [00:26:30] Our handy-dandy go to … yes! Got it. Alright.

So Sherri, here’s what’s gonna happen. For this one, I’m gonna need to draw on the screen. So let me switch my tool. Really quick, bear with me, just one second … just switching for my tool here. Alright, I should be able to do this now.

Here’s what’s gonna happen, Sherri. They’re gonna, [00:27:00] for whatever reason, whether you add them from another automation, or they fill out a form or whatnot, they’ll enter in here … ahh, that’s too small. How do I make it bigger? Anyways. That’s fine. They’ll enter in here – no, that needs to be bigger. Alright. And immediately, they’ll go right here. Now, [00:27:30] if it’s greater than … so this is one week before the webinar, so that’s seven days. If they’ve done this eight days out, if they’ve done this, I’ll say, seven days or greater. If they’ve taken this action greater than seven days, they’re gonna wait here, Sherri. And what they’re gonna do, they’re gonna wait here for seven days, greater than seven days, and actually, less than [00:28:00] seven days. The only time that they’ll go through is when it’s equal to seven days.

So before or after, they’re gonna wait at this goal. If it’s before, they’re gonna wait at this goal until it’s satisfied, then they’re gonna move. If it’s after, they’re gonna wait here as well until the next goal below them is achieved. So [00:28:30] they will essentially wait here in this condition where it’s less than, they’re gonna wait here until … so this one is gonna wait until this is true. This one is gonna wait until this is true. You see what I’m saying?

So everybody that comes in here is gonna wait. They’re gonna be queued here until [00:29:00] one condition is true, and that’s equals seven days. If it’s beforehand, they’re just gonna be waiting here, and when seven days passes, they’ll go through. If seven days has already passed, they’re gonna wait here. And if you don’t have a goal below them, they’ll be here indefinitely. Because that time has elapsed, it can never be true again, so they’ll be queued here forever. But, at the point where it’s three days before, now [00:29:30] they’re gonna jump, in this case I don’t know how to illustrate it, but they’re gonna jump from here to here. They won’t get this email. They won’t get that, they’ll go right down to this goal, it achieves, and they’ll get this email.

To get them to not sit there when the date has passed, you’ll need [00:30:00] another goal under them with a condition that has not been met. And when they meet that condition, they’ll then jump from the goal that they were sitting at all the way down to the new goal. Lemme see, so you’ve got a … [inaudible 00:30:20] know if that makes sense. Alright.

What should the action be if they don’t meet the conditions, continue anyway? If they don’t meet the conditions, the action should [00:30:30] be … if I go, oops … for here, the action should be … the action should be wait until conditions are met. Yeah. Wait until conditions are met. If it’s continue anyway, what will happen is, they’ll get this reminder. They’ll get the seven day reminder. They’ll come here and if it’s not equal, if it’s more than seven days or less than seven days, they’ll go [00:31:00] through because it says continue anyway, they’ll get this email and then they’ll wait here. And if this was set to continue anyway, they will go through here and get that email. They have the potential of getting all the email reminders at once, which is catastrophic, and what you’re trying to prevent by having goals. So you’ll wanna configure them to wait until conditions are met.

Paul says also, what if they miss that second goal and get held up again? Oh, Paul. Great question. [00:31:30] Let me clear this out. Let me clear it out. So here’s what I will recommend everybody. What in the world … clear. This is what I would recommend. So this is one day before the goal. Just to be safe and make sure … well, there’s two ways. Two ways we can do this. Lemme show you two ways, and you all can pick [00:32:00] what’s easiest for you.

One way is to have a goal at the very bottom for the day after. Like, you see this? It says wait until the event date is current, then minus one. That means I’m waiting until the day after, and then I’m running my pre-follow up. So what I could do is, I could go in and what I could do is add a goal. [00:32:30] You know what, lemme duplicate this, because I don’t, I wanna keep this. I’m gonna name this for you, Sherri. Watch this, everybody. Just follow me. Stick with me. Alright. I’ll let it copy. Let me do this. Sherri. [00:33:00] Alright. So what I could do, Sherri, because like Paul mentioned, what if they get stuck at the bottommost goal? Are we gonna keep playing this goal train for ever and ever? Do I have to keep adding these? Wait until your last reminder, then instead of having this wait condition that waits for after the date, we could have a goal set up. We could have a goal that says one day after event. [00:33:30] And what we’re gonna say is exactly that. Custom fields, don’t have any event date yet. Event date is current date minus one.

Alright. Wait until these conditions are met. Now, and again, I say this to say, [00:34:00] it’s really going to depend on how they’re registering. So if you’re gonna have your registration form still live after the event, that could potentially have them stuck here. The goal would be, I have an event, and right when the event is over, I take that registration page down. That’s the caveat here. You can’t leave the event open. I mean, normally people do that, right? If the event expires, [00:34:30] then they take down the form, it says “Sorry, you’ve missed this event.” But, if you do it this way, what’s gonna happen is, like I said, like Paul said, what if they register not one day before? What if they register three hours before? So they’ll be stuck here forever. Because this goal is the last goal, and it only looks for one day before.

So this goal comes to the rescue. Now it doesn’t matter when you’ve entered this automation, one day after the event it’s gonna flush it, everybody’s [00:35:00] gonna advance here. So nobody can be queued at these uppermost goals one day afterwards, because this goal is gonna achieve them pulling them down to the bottom. And from there, we could do something like this. Instead of having, like this logic here? Just delete this. [00:35:30] And you see that? They can enter the automation, the followup automation, and then it’s over. It’s over for them. So at one day later, they’ll be pulled out, so nobody’ll be queued here, and then they’ll be added to the post-followup automation. And in that automation you can have, “did you attend or not?” Branching and whatnot.

So [00:36:00] that’s one way. Here’s the second way. Lemme show you all the second way. We’ll make this active, because I need it. Here’s the second way, everybody. How am I doing on time, right, I’m good. Gotta get to everybody’s questions today. Sherri event post followup, oops. There [00:36:30] we go. And I’ll take that and put it there. That makes more sense. Now I’ve got this post event follow up, lemme refresh. So I’m gonna change this. I’m gonna change this to Sherri, got bunches of automations in here. Isn’t that crazy. Sherri, where are you, did I pass you? [00:37:00] There it is. Post event follow up. Set.

And then I’m gonna delete this goal. Don’t need it. I don’t need it. Look at this. I’m gonna say … or, maybe I’ll keep that goal. Nope, I don’t wanna keep it, ’cause I wanna show this. Let’s do this, though. Well, then people could get stuck. I don’t wanna do that.

Anyways, here is all of [00:37:30] the registration processes. And if somebody … you know what, either way … here’s what I was gonna show you, but I don’t think it makes sense. I was gonna use this one, I was gonna use this automation to end the previous one. I wanna get this automation. To end the other one, so that you could definitely make sure that everybody’s out of it. But it doesn’t make sense. I was hoping [00:38:00] to show you all something, but it doesn’t make sense because they have to be added to this automation in some way, and the same effort it takes to add them to this automation, we could just keep … let me just … actually, delete it. Let me go here. Let me reuse that. Restore. There it is.

So this still makes sense, to have the goal. Either way, you’re gonna need [00:38:30] to put the goal in. You’re gonna have to put this one day after goal in, and then what it does is that day after, it’s gonna pull everybody down from being queued. No matter where they’re at, they’re all gonna go here and then go into this follow up. And then in that followup is where we’re gonna potentially, you don’t have to, but it’s always good to kind of segment based on [00:39:00] attended and not. So they’ll be added here one day after, and then they’ll ask the question, did you attend or not. If yes, they go down this branch; if no, they go down that branch. That’d be the best way to do it.

Oh, Paul. The recordings will be uploaded shortly after. The website is not, I’m still working on the website. [00:39:30] Here it is. This is, there it is. Okay. So if you follow this, you see this little button here? Subscribe to Office Hours, RSS feed. If you subscribe here you’ll get a notification whenever there’s a new one uploaded. So let me put that link in there. That’s how you do it.

So Sherri, put this goal in there, and [00:40:00] let me know how that helps. And to answer your questions, who am I answering … Sherri, how I did the undo, I did go through that kind of fast. I’m sorry. Like I said, at any point, tell me to slow down, everybody.

So let’s say I made a change. Let’s say, you know what, Sherri? I don’t wanna do this FLs. And I hit okay, and I deleted it. What you should know is, you see this? Saved at 1:52. If I click on [00:40:30] this little clock, it has all of the history for this automation. So what I can do is go here and say preview, like hey, I need my FLs. This is the version with the FLs, I can go use this. And it’d take me back. So no work is ever lost. Yeah, right, Sherri? It’s a well needed feature. No work is ever lost in the automation builder. You’re like, oh shoot, I hit the wrong [00:41:00] button, right? Dang it, I hit X when I wanted to hit plus! You can always go back by selecting that icon here, the timed icon next to the save history.

Paul, lemme answer your question. Paul had a good one too. All these questions are so good. Thank you all for asking these questions, for the collective [00:41:30] insight to increase. If they don’t exist already and we import, how do we automate them moving into a certain pipeline, or certain pipelines? So here’s what I would recommend, Paul. This is exactly how I would recommend doing it. We’re gonna have an automation, start from scratch, and for this automation we’re gonna use a trigger, and the trigger’s gonna be a tag. And I’m just gonna [00:42:00] say start, oh my goodness. There we go. Start pipeline, why not. Start pipeline. I think my naming convention is always uppercase. But we’ll see. Make it run multiple times. Add a start. And pipeline, activation for imported [00:42:30] contacts. There we go. And Paul, what’s your last name? R, Paul R, because I had another Paul R here. Okay.

So we’re gonna have this. In order to do this, lemme do this really quick. ‘Cause I wanna give you the full setup. I wanna give you the full setup, Paul. Add pipeline, Paul. Pipes. [00:43:00] Paul reads pipes. Reets or writes? Let me know. ’cause if it’s reets, then it doesn’t rhyme. But if it’s writes, Paul writes pipes. Anyways, I’ll keep it there. So we have this pipeline, and what I would do is, watch this. The first thing I would do is add a deal. Paul writes … [00:43:30] Paul said “I’m Paul Writes.” I’m never wrong! I’ll give you that, Paul. Paul Writes. So good, it’s writes pipes. I’ll just say, new deal, and we’ll give it a value of 2500, why not. And we’re gonna add it to writes pipes … [inaudible 00:43:54] yeah, doesn’t matter.

So now we’ve got this automation, [00:44:00] and so now, Paul, what we can do is based on this start trigger of a tag, we can add this deal to any pipeline in our app that we would like. So the only thing that we need to do now is connect this automation that connects the pipeline to our import process. And we’re gonna do that, if you go to contacts, [00:44:30] and go to imports, import from file … what we’re gonna do is we’ll go down here and you see where we can select the list, look at that. We’re also gonna add a tag. Forget the name of it. Lost it. Oops. So anyways, [00:45:00] we’ll add this tag.

So that’s one way. We hit import, it’s gonna tag them, then it’s gonna fire off that automation. The second way is to do absolutely nothing here, just import them into the account, maybe to a list or whatnot, and then later maybe go to contacts and do your criteria, say advanced search. Or, I don’t even need an advanced search for lists, I don’t believe. Cancel. [00:45:30] Tag list, yeah. I can say, everybody on my master list, here to pull them up, 33 people, I can do edit all, then I can add a tag and do the start pipeline.

So if I add the tag on import, or if I do it afterwards, import on a custom grouping of people or a custom segment of people, either way that automation, that tag being added, [00:46:00] is going to start this automation, and then it’s gonna create the deal on the pipeline for them. And it doesn’t matter, you can add them to any stage of any pipeline that you want this way. Yup, that was that. And then, alright, Sherri’s got a follow up. Thanks for asking that one, Paul. Great to meet you, love your name, man. Love the name.

Sherri. [00:46:30] Got this one. If a contact unsubscribes from one list and they are already in more than one list, does AC unsubscribe them from all lists they are on or not? The answer to this question is, it depends on where, what they were sent. That is the barometer for all of this, everybody. If you send them a campaign, [00:47:00] if I go here and I send a campaign, Sherri, if I go here and send a campaign … let me see here … and all of the list here, if they select unsubscribe from this email, these are the lists they will be unsubscribed to. Only the ones checked.

Now, like I said, so if they’re on Jessica’s subscription, lifecycle [00:47:30] lead, and they unsubscribe, they’re only gonna be removed from these checklists. And if you think about it, it has to work that way because we need to ensure that when someone says stop, we stop. In this event, and this is gonna rely more heavily on you and your organization skills. This is why I always stress naming conventions, mapping stuff out clearly, so you know exactly who’s who, where they are, [00:48:00] what type of communication you’re sending them. So when they say no, they’re no is a true no. Whereas if your messaging is mixed up, their no could be maybe, or their no could be don’t send me this email, but I still want other email.

So anyways, you’ve done your work, you’ve done the good work, and done this. So now they’ll be removed from all of these lists. But if they want to keep getting some emails, they can still get them from a different list. Yes. Absolutely, and that’s where you want to be clear, right? [00:48:30] Whenever someone is opting in, you wanna make sure that it’s clear exactly what list you’re adding them to, and this is why we promote using lists as message types. So any time your messaging changes, like heavily, your messaging is heavily different, then put it on a separate list because let’s say, let me just choose something that’s totally different. Let’s say I sell software, and I sell shoes. [00:49:00] Those are two totally different messages. So if I’m sending somebody, they bought shoes from me and software, they just so happen, right? And they say “I don’t wanna hear about software anymore.” They hit unsubscribe, that’s fine. If they get any other messaging from me, it’s gonna be about shoes, which is totally different, and that is not what they opted out for.

Louise has to run, thank you Louise. You have a good one yourself. So here’s the thing to keep in mind. [00:49:30] This is not true for automations, because automations are not tied to a list. So if someone opts in through an automation, guess what? They’re removed from all lists. Because automations are not specific to lists. You can be on any list, in fact you can even be on no list. And an automation can still fire off an email. [00:50:00] So when someone’s in an automation and they hit unsubscribe, so be very careful with the type of messaging, and mixing your messaging types, and automations. Because when they hit unsubscribe, they’ll be automatically removed from all of them.

Here’s one caveat to that. If I have an automation and the way that they entered that automation was from submitting a form … [00:50:30] who cares. No. I’m gonna call this Sherri. Oh, hold on, did you ask this, Sherri? Yes. Sherri. We’re in overtime here, everybody, so bear with me. I apologize for going a little over, but I wanna make sure I bring this home.

So if they … do this. Alright. So remember, when they submit [00:51:00] this form, for the sake of this argument, we’re gonna act like that form subscribes them to this list, or if they subscribe to this … so these two cases are the only cases. And of course I would never use these two start triggers in one automation. Just imagine these are two different automations with one start trigger each. But if they’re added from a form that adds somebody to a list, or a form action and that form adds someone to a list, or the automation [00:51:30] is started by them subscribing to the list and they unsubscribe from an email within this automation alone, the list that they will be removed from is only singular, and that’s the list that started them in automation. That’s the only caveat. But the minute you start adding them to other automations and they start taking other actions, and they unsubscribed, they’ll be removed from all lists. Hope that was helpful.

Alright. [00:52:00] I forgot two more questions, but I’m out of time. How about this, I’m gonna save these. I’ll save these for next time, if you all can make it next time. I’ve got Diane. I’m gonna save these for next time, ’cause I don’t wanna rush through them. And I definitely don’t want to lose them. [00:52:30] Yes, you’re very welcome Diane. I’m posting these up just so people can see the questions that we’ll start off with next time. They are so tempting to just answer, but we may be on here for another fifteen minutes, and I wanna respect you all’s time and stay true to an hour. I promised you an hour, so we’ll keep it at an hour.

So thank you all so much for attending. Thank you for your questions. Thank you for participating, silently typing, however you participated. [00:53:00] Thank you Sherri, thank you everybody. Sherri, Diane, the list goes on and on. Rosalyn. Tia. Tim. Diane. Paul. Who else. Should I just keep name calling it? Had a few people today. Billy. Hey, Billy. Thank you as well. Louise, thank you.

So, this is Office Hours. I do it every week, twice a week, Tuesday at 10 AM, Friday at 1 PM. Both Central times. You can come at anytime and as many times as you would like. Diane is [00:53:30] a perfect use case for using both the Facebook group and Office Hours and one-on-ones. They’re all services for you all to leverage and use for your advancement in not only your business, not only the platform, but your business. With that being said, everybody have a great weekend, a nice relaxing safe weekend. Unplug for a little bit. Get some fresh air. Take your [00:54:00] mind off your business, just for a little bit. Some of you turn it up on the weekends for your business. So before you turn up, just unplug for a little bit to get a refresher, if you’ve had a long week or whatnot.

I’ll see you all next week. Stay safe, so I can see you next week. And thank you again, and remember. Next one is Tuesday at 10 AM central standard time. Feel free to register and send me your questions in advance if you need to. Alright. Signing off, everybody.