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Office Hours – September 15, 2017

Recording of Office Hours hosted by Chris Davis on September 15, 2017.

Transcript

Chris Davis: All right, so let’s get started. We have a full line up of questions today. I want to welcome new … We’ve got a lot of new names, so I’m always excited when I see new names. Even a lot of the new names or, the new people, you’re not just a name. I’m sorry. A lot of the new people asked questions. I’m just going to go down the line, like we normally do. There’s one in particular that we’re going to piggyback [00:00:30] off of last office hours. I believe that was [Jasmine 00:00:36] [inaudible 00:00:38], did I say it right, Jasmine? I hope I did. Is Jasmine on … Yes, Jasmine, you’re here, hey, great. Great, I got it right. Yours is really going to be the highlight, the highlight of today’s office hours. Let me get to a couple, what I’m calling smaller ones, because Jasmine, [00:01:00] which I will call you Jazzy, because that’s what your email said, Jasmine, and I like the name Jazzy, but she asked a really good question that, like I said, it picks up right where we left off the previous office hours. I’m thinking it’s really valuable for us to really spend some time on this one.

All right, so, first, we’re going to go with Susan and I could have answered this in email, but why do that and rob you all of [00:01:30] the answer? Susan says, she has a client looking to add ActiveCampaign to subscribe his videos on his website. He would like to charge a fee for a subscription, how would ActiveCampaign know when someone subscribes or unsubscribes given there would be a fee charge, or not charge, in the case of unsubscribe. I’m trying to understand the role if any ActiveCampaign would have in this scenario. Does it make sense? Absolutely, Susan. Is Susan on? I didn’t check before, all right, so Susan, you’ll be watching [00:02:00] this in the replay, and what I want to say is this, and for the consultants on the call, I’m going to be pointing things out for you so that you’re better consultants for ActiveCampaign. Here’s the key thing, he would charge a fee. Whenever we see this, he would charge a fee, that means as a payment processor. That’s the only way to charge somebody, is to charge [00:02:30] a fee. If there’s a payment processor involved, everybody, you know ActiveCampaign does not take payments. Therefore, that payment processor must be integrated with ActiveCampaign, because look at this, how would ActiveCampaign know when someone subscribes or unsubscribes, right?

The only way they would know is if the payment processor sent that information to ActiveCampaign. To answer [00:03:00] this, what role would ActiveCampaign play? ActiveCampaign plays the recipient of whatever the result is on the transaction side. Platforms like ThriveCart, WooCommerce, Shopify, BigCommerce, Activerelay, SamCart, there’s actually an office hours where we went through them. I’ll grab that office hour’s link and make sure that I send it to you, Susan. [00:03:30] What you’re looking for is you want a payment processor that can send the information. Upon purchase, that information should be sent back to ActiveCampaign, in the form of a tag, or adding somebody to an automation. When a payment has failed, this is called billing, billing automation, being able to apply a tag or remove a tag on purchase, and being able to do the same on a failed payment. [00:04:00] All of that functionality takes place in the payment processor. ActiveCampaign can do whatever the payment processor allows it to. If you want ActiveCampaign to do something when a payment is failed, or somebody’s subscription is over, make sure that that payment processor can send that information to ActiveCampaign. If you want them to start a specific process when a specific product is ordered, with respect to sending information when any product [00:04:30] is purchased, make sure that your payment processor can tag specific products.

Yes, that is the answer to this one. The role that ActiveCampaign plays is we are the recipient of the power of your processing platform. Susan, thank you so much for that question. Moving right along, I don’t see … I’ve got Graeme, but I don’t see him on [00:05:00] the call, so I’ll save that one. I’m just doing priority for the people who emailed and are on the call, that’s it, because I feel like I should … I owe you all a swifter response. Oh, wait, hey, Graeme. Is it Graeme, am I saying it right? Graeme Carson, am I saying your name right? I don’t want to mess it up. Just let me know on the chat if I’m saying it right, I hope I am. I [00:05:30] don’t want to butcher anybody’s name. I’m going to put your question up, you jumped on just in time. There we go. In case I just totally butchered your name, that’s what I was trying to say. Graeme. Graeme, oh, okay. I’m sorry, Graeme. Graeme, I got you. All right, I got [00:06:00] it forever, Graeme. Welcome to office hours.

To answer your question, forms, rewind … come on. We run education events, set up two forms to collect information, students and teachers, so they run an education event, and they’re collecting information from both students and teachers. Yeah, however, when I look at the contact info emailed to me, it’s showing all field from both forms. I’m getting a lot of irrelevant field showing [00:06:30] for contacts. Is there a way to only show fields from the form they submitted? Great ques … see? I told you, I’ll bet every question is great. Here’s what Graeme is talking about. When you get an email from us, here in manage fields, what it does is in that results, that summary, it shows all of these fields. Instead of what Graeme is, and correct [00:07:00] me if I’m wrong, Graeme, what he’s saying is, if I have this form, if I have this form … Well, I don’t have a … actually, field on there. If I have this form, come on, come on, have an extra field. Nope, no extra field. Come on, Chris. There we go.

If somebody fills out this form, why do I not just see phone, your mood, and decision? Those are the fields that they filled [00:07:30] out, so I just want to see those, because the rest of the fields, the rest of these fields don’t have values in them. I believe that’s what you’re asking. Yup, okay, great. The short answer is, this is definitely something that should be available. Absolutely, absolutely. I believe there’s a request in, it’s in the queue of something that we have on the dock to work with, [00:08:00] but until then … The answer is, you will always, as of right now, Graeme, it will display all of the contact fields. What you can do in the meantime, until it only displays the fields that were submitted, which is great, right? What we can do in the meantime is this, go to fields, and how you get to fields is you go to forms, and then select manage fields. Then, this will display all of your fields, right? Do this, reorder fields. [00:08:30] This order is the same order that they’re displayed in your email that you receive.

If there’s particular fields that you want to see with higher priority, then, just use this right here and move them, move them up or down. That way, when you do open the email, although it’s going to be the empty fields, the fields that are most used and most probable to be filled will be to the top, because you’ve manually went and readjusted them, and reordered them. [00:09:00] Remember, too, how they’re displayed here, so like you see last open date is first. I’m going to move website up to the first place and hit done. Now, when I go to a contact record, it should reflect that same order. When I click this, you see that website is now above last open date and everything. How it displays here is how it will display an email, and how it displays here on the contact record is controlled by how [00:09:30] they’re ordered in the fields view. Okay, great. You got it. Made sense. Graeme, thank you so much for your question. I really appreciate it. Going down the line. Karen, is Karen on? Hey, Karen, we were emailing. Karen and I were emailing today.

Let me put your question up, because I want everybody to know, going right down the line, we’re making good pace, because [00:10:00] like I said, I want to spend some quality time on Jazzy’s question. One second. All right, there we go. All right, my old buddies, LeadPages. “How do you use the form on ActiveCampaign on LeadPages? I have it integrated, but the form is not populated into the LeadPage form. I am using the standard builder, can you explain how to do this integration [00:10:30] using both a drag and drop as well as the standard builder in LeadPages?” Absolutely, Karen. I don’t have my LeadPages account pulled up here, but this was the article I was trying to show you for access. I’m going to walk through this, essentially, there’s two ways, you see this, there’s two different ways that you can integrated with LeadPages. One is, you can send your leads to an ActiveCampaign. [00:11:00] Well, let me just read it. Send your leads to ActiveCampaign when they submit their information on a LeadPage or a Leadbox. In order to do that, Karen, you have to have the API settings in LeadPages set up.

What you would need to do is, do we show it on this one? We don’t show you on this one how to go create a form, there we go. It’s right here. Sarah is the amazing person behind [00:11:30] all of these docs. This right here, your API access, under the developer setting. You will need to go into LeadPages and add that under you … Okay, you did it. We can save that. Now, when you’re in LeadPages, for the old builder, Karen, what you’re going to do is you’re going to click on the call to action button, and then on the left side, you’re going to see the integration option. From there, you should be able to select ActiveCampaign and what [00:12:00] LeadPages is going to do, it’s going to pull any form, it’s going to pull all of these forms, you’re going to see all of these forms. Then, you select which form. Right when you select that form, LeadPages is also going to import any fields that are on that form. They’re going to import email and then gender. There, you select … Okay, so the call to action button, this is in the first builder, is [00:12:30] the call to action is whatever button is on the page.

Leadpages.net. Let me show you, if I go to templates, all of these templates by default are going to have some buttons, so in this template preview, this is actually a confirmation, but this is the call to action button, right? When you click on this button to the left, there should be a panel [00:13:00] that asks you how you would like to integrate. Wherever the button is at in the old builder, in the new builder, it’s a little different, because you can set whatever call to action you want it to be. It’s a little more complicated. Essentially, not to go too deep into the LeadPages side, if you need help with the LeadPages landing page itself, they could definitely help you out. For ActiveCampaign, what you want to do is once it’s integrated [00:13:30] to the left, you should see your forms populate. Now, the most important part is, once you select one of these forms, it’s going to input the fields, and ActiveCampaign is going to treat that as if they filled out the ActiveCampaign form. Do I need access to LeadBoxes?

No, you don’t need LeadBoxes. Not just the button to … You don’t need LeadBox at all, actually. This will work if … I can’t remember if LeadPages [00:14:00] is … Okay, so you are doing a LeadBox, so this way will work, all right? You don’t need a LeadBox to do this, but if you’re using a LeadBox, it’s the same way. In the LeadBox, in the old builder, in the old builder, Karen, in the LeadBox, when you go into it, there is no call to action button, because the box is just up. You can go right to the left side, and I think it says, integration settings or something like that. When you click on integrations, or … I can’t remember the exact [00:14:30] terminology, then, it will give you two drop downs. One drop down to select your partner, which is ActiveCampaign, and right when you do that, there’s a drop down below it, where you can select the list. I’m sorry, select the form. The most important part about that is when you integrate it at the form level, it’s going to poll in all the forms from ActiveCampaign and it’s going to tell ActiveCampaign that that form was submitted, which is really nice, because sometimes platforms just pass the data.

Yeah, [00:15:00] I thought it would just populate. Yeah, I did that. I thought it should … Yeah, it should do it just like that. If you’re having issues, then there’s probably something on the LeadPages side that I’m not aware of. Make sure you check with their support. That’s one way. Now, the new builder, the new builder, Karen, and this goes for LeadBoxes and LeadPages, if you want to bypass this, you see how you have to select ActiveCampaign and everything? The good part about this is you can use LeadPages analytics. You see that? You can use [00:15:30] LeadPages analytics, and they can submit the form. You can use Submits a Form as an automation start trigger. The cons of using it this way is you cannot add the tracking call. Even though they submitted their email, we’re not tracking them on the web. We’re not website tracking them, but if you do it the other way, which is pasting your … If we go … All right, let me see it here. Graeme thinks … Okay. All right, great. I got your question, Graeme. If [00:16:00] we went to the form here, and I go to integrate, and I grab this simple embed, I copy it, and then when I go into LeadPages, as you see Sarah did here, she copied the simple embed.

Then, in the new drag and drop builder, you take an HTML module and drag it over anywhere on the page, it could be a landing page, or it could be a LeadBox. If you drag this HTML module over and paste the ActiveCampaign form, [00:16:30] see that? It will display the ActiveCampaign form on the LeadPage. Now, what happens in this respect is you don’t have to worry about the drop down. It submits it, and not only does it submit it directly to ActiveCampaign, it activates the cookie as well. The one thing that you will lose on this one is you won’t be able to use LeadPages analytics as far as tracking your opt-ins, because you’ve bypassed their opt-in mechanism and just put the form directly [00:17:00] on the web page. Great. Oh, Karen, you are so smart. It make sense. I’m glad that it makes sense for you, Karen. Perfect. You know what? Rosalyn, I don’t see it in my email, can you resend it, Rosalyn? Because I don’t want to miss it. I don’t want to miss the question that you emailed me. For whatever reason, I don’t see it. [00:17:30] Ronald, “Is PayPal a payment processor?”

Yes, PayPal is a payment processor, but guess what? PayPal has no form of billing automation at all, at all. For payment, I guess you … I’m glad you said that, Ronald, because it’s not actually the payment processor, it’s more of your checkout software, right? Your checkout software [00:18:00] is going to integrate with the payment processor, and the checkout software is what’s going to determine how to add, apply tags, and remove them, okay? Like I said, let me bring a couple, like ThriveCart, WooCommerce in no particular order here. It doesn’t matter. I’m not saying one is greater than the other, but like this cart, would then be able to integrate with PayPal [00:18:30] and Stripe, right, but this cart itself is what handles the application of tags and removal of tags. Right here, you see, subscription management, and everything like that. It’s going to pass the information to PayPal, and that’s how all of them work. WooCommerce does the same thing, when someone purchases, it passes the information to Stripe or PayPal, and then WooCommerce handles everything else. It tags people when they [00:19:00] buy a particular product, right? Yes, and you know what? I’ll check, Ronald. Ronald is saying, “Do you have a link to easy pays that list all the payment processors that work with ActiveCampaign?”

I’ll double check. I feel like I’ve come across this page, but I can’t think of it off the top of my head. If there’s not one, I’ll get [00:19:30] it for you. Let me see, if I go to apps, ecommerce … Oh, here, let me do sales, maybe it’s under sales. Let me see. No, we should do payments. We should have a payment. More than likely, it’s going to be ActiveCampaign.com/apps, and we’ll add a new, what is this called? A new section called payments, but you can see like Activerelay is one, ActiveWoo is another one. [00:20:00] They’re not really, they’re not separated though. Yeah, I’m glad you brought that up. All right, great. All right, let me see here. One more, Rosalyn. All right, great. All right, question. Let me put this up, Rosalyn, and then, Jazzy, please you’re … Okay, you’re still here. Hang in there with me, Jazzy. We’re coming to you right after this, [00:20:30] okay? Rosalyn. Did I spell that right? Rosalyn, yeah. All right. Paste the match style. Jazzy, it may not take me a while to explain that. I just want to make sure that we have enough time if it does take. It may be a quick five-minute explanation.

She’s trying to create a deal so she can track quotes and orders, and she wants to … she said, “I want to know how I can track them, quotes and orders, by their quote number [00:21:00] and order number, not the amount for each client. Please see my spreadsheet for the deal. The problem is the quote number and the order number are not assigned until about stage three.” All right. Stage one, here, let me just put this up real quick. Stage one is the quote process, order process. Page one is customer consultation [00:21:30] to discuss any specs, stage two request a quote, stage three, quote issued with unique quote number. Okay, “I want to track by quote number, but it isn’t issued until this stage.” Well, that shouldn’t be an issue. “I can name the item description here, but need to track by the quote number due to the quantity of open quotes.” Yeah, okay. What you’re saying is, right [00:22:00] when the deal is created, you’re selecting the name and at the point, the quote number would be blank, because it’s not assigned until later on in the process, number three. Okay, I got it. Essentially, you need a way. You’re tracking … Well, let me see,”How can I track.”

Yeah, so by tracking, what do you mean? Do you mean [00:22:30] that you just need to be able to see how many are quotes and how many are orders? Is that the tracking that you need to be able to easily do? “I want to know what stage they are in the process.” Yes, so there’s two ways I’d imagine we could do this, all right? You let me know, Rosalyn, which way, because I think [00:23:00] I remember this now. I think I remember you asking if we should have multiple pipelines for this. The answer is, we could do it that way, right? One easy way would be to have a pipeline for quotes, and then a pipeline for orders, that way, you’ve got them both split up from the jump, and you could easily say, “Hey, how many quotes do I have?” Going to quote pipeline. [00:23:30] For everybody, if you have not set up a pipeline, this is available in the plus accounts and higher. “Where do I set up a pipeline?” Right here. If I say, quotes … nope, nope, nope. Rosalyn quotes. Then, set up … I’m just doing this, so I want to go through it. Rosalyn orders, that if I get something that may not work, I can see it from [00:24:00] experience.

All right, so if I go to quotes and let’s say, “Hey, can I model your sheet?” Oh, you don’t have a name for the stages. Okay, I was going to put the name for the stages, but I’ll do it a little bit here, because I can clean them, customer consultation. Request quote is the second stage, request quote. Then, the third [00:24:30] stage is, quote, let’s say, issue quote, assign a number. This would essentially be the flow. At this point, you know what you could do, you know what you could do, Rosalyn. Now, the deals are created, and they’re assigned to the appropriate pipeline. Your orders, your quotes go here, and your [00:25:00] orders go to the other pipelines, so that’s your first means of sorting. Then, right here, when a quote gets to stage number three, you could set up an automation that sends an internal notification to somebody on your team, or yourself, with the quote number telling them to update the name of the deal. If I do Chris Davis, I’ve [00:25:30] got to do all of these. Okay, contact, there we go. Great. How about that? Good job, ActiveCampaign. Rosalyn, I’m going to give you some money.

Let’s do $10,000, how about that? All right, when the … Let me do this. Let’s say I requested a quote, what you can do now is in your automations, you could have it to where start [00:26:00] from scratch, scratch. We’ll call this one, look at this, when deal stage changes, I don’t know if you … have any of you ever used this? [inaudible 00:26:09] is one of my favorite ones, actually. Let me go to Rosalyn, Rosalyn quotes. In the pipeline Rosalyn quotes, when the contact moves from request the quote to issue quote number, once, start this automation. You can do that with [00:26:30] any stage within any pipeline. When it makes that linear move … I want to do this. Okay, Rosalyn, assign quote number. When that happens, we know, Rosalyn, that now a quote number has been assigned, and we’re capturing it in a custom field. We can now go here, notify someone, and in the message, say, “This deal needs to be updated [00:27:00] with the following quote number as part of the title.” Then, here, maybe you have a custom field that has that value, right?

Then, you can send it to anybody. You can send it to yourself, you can send it to somebody on your team. When they get it, all they would have to do [00:27:30] is go here and copy it, because it will merge the real amount. Then, hit view contact, so they would be able to go here. Say, copy, view contact, and viewing contact … Yeah, I know, I know. Viewing contact is going to take them to this screen, right? Now, that they’re on this screen, all they have to do is go to deals, and go to whichever [00:28:00] one, Rosalyn quotes. Then, ops, I’m sorry, go here, and just update the quote number. That would happen when, of course, this one has moved over there. Then, you have all of your quotes and all of your orders separated by pipeline, as well as the order number as part of the deal, the quote and order numbers as part of the deal. [00:28:30] That is how I would recommend doing it. Give that a shot, Rosalyn, and then let me know if there’s anywhere in the process that’s unclear or you get stuck. Yes, that is exactly a way, I would say, based on my understanding of what you want. Yup.

“How can I have the automation move from the quote pipeline to the order’s pipeline?” Oh, Graeme, great. I’m glad you liked that. Yeah, the CRM [00:29:00] is powerful, Graeme. These stages and pipelines can be used for anything. Yeah, absolutely. In the automations as well, everybody, while we’re talking about it, Rosalyn, good question. Oh, I’ve got some hooks in here for you, Rosalyn. Did we do web hooks? We must have got webhooks for you before. You can also, like at any point in an automation, you can go to update stage, right? Now, look at this, update stage, [00:29:30] you can select any pipeline. I can put it in Heather’s, in Heather’s pipeline, and I could determine what stage it is. This is how you can use an automation to move from the quote pipeline. Oh, let’s say we’re in the quote pipeline. Let’s just make this applicable to you, Rosalyn, what am I doing? I want it to move it to orders, so Rosalyn orders, and then move it to the first stage. It only affects [00:30:00] deals in Rosalyn quotes, okay? The pipeline … we’re looking at Rosalyn quotes, this deal, this contact has hit this point in the automation. It’s looking for Rosalyn quotes.

Any deal, the most recent deal in that pipeline, and it’s going to move it to Rosalyn orders, hit save, and that’s what it looks like. That’s how you can move it from a new pipeline, a new stage and a [00:30:30] new pipeline. It’s important to note, everybody, that traditionally, if your platform even allows you multiple pipelines, most platforms do not, if they did, you can only move deals between stages in a singular pipeline. That’s not the case in ActiveCampaign. As you just saw, we’re able to jump from one pipeline, one quote pipeline, all the way to the order’s pipeline. That’s what I’m saying, it really opens up a lot. Oh, great, Rosalyn. No, thank you. Thank [00:31:00] you for asking, and you’re very welcome. You are very welcome. I enjoyed these types of scenarios, because let’s be honest, everybody, these are the scenarios that are very … they’re not widely talked about. When we solve the issue of traffic and getting leads, the first figure point is what? What’s the first figure point, everybody? It’s your back-end system. It happens every time.

If you don’t have … you see, what Rosalyn’s doing, she wants to be able [00:31:30] to manage that, the quote and the order’s flow. That’s going to be important to her business, just as important as getting new clients. You have to do them both equally. We have to be balanced, everybody. Let’s remember it, balance, the balanced approach to automation is the same as this hybrid approach that we’ve talked about before, successfully synchronizing manual and automated efforts. That’s what we’re shooting for. That synchronous activity [00:32:00] or engagement looks different per business. Let’s get to you, Jazzy. All right, Jazzy, do you want me to … Is it okay if I put the whole email up? If not, I can just read off certain point. All right, Jazzy. Jazzy’s being … she’s being a team player here. This is extremely great, and I’m going to put Jazzy. [00:32:30] I like the name. Did I say that I like Jazzy as a name? All right. This is going to be some great … She says, “I’m a great case study for [inaudible 00:32:44].” You’d be surprised. No, maybe you wouldn’t be surprised at how many people make this transition the same way that you’ve done.

All right, this is the big question, everybody. This is what I wanted to give you all today. What strategies, [00:33:00] rules, tips, et cetera, can you provide for improving deliverability moving forward? I’m going to answer that. She listened the Tuesday call and learned a lot, and she mentioned … she said, I mentioned having a six-month email, so let me highlight that, so we can answer that. “As a new member, I did just about everything the opposite, just carried all from where I left of with Monkey Mail. For example, I used both my servers because my emails weren’t being delivered, [00:33:30] didn’t sort my engage contacts, et cetera.” Yeah, she did it all. “Since I’ve done the migration steps and ensured deliverability incorrectly, I like to learn how can I improve them. I’d assume that not all hope is gone, and at some point, my deliverability will increase.” Jazzy, I am here to tell you, hope is not lost at all. More accurately, work is required. If we do the right work, we can shorten the time and [00:34:00] we can ensure that your deliverability will not suffer at all.

Now, picking up where we left off, we talked about all of the factors, everybody, this is the last … Was it Tuesday? If it wasn’t Tuesday, it was a week before, they’re all running together, but it was a previous office hours where we talked about deliverability, and some of the main nuggets there was, I was telling people was that, although you built a list on a previous [00:34:30] platform, and when you migrate those contacts over, the relationship doesn’t come over with them. Not even at the email service provider level, because the servers from which the email is being sent changes. What I mean is, on Monkey Mail, I’ve been sending for two years, and Gmail knows my name and my server as reputable. It’s going to say, “Hey, I’m delivering these emails. We’ve had a good relationship. For a year, I know [00:35:00] what server they’re coming from, and I know what name they’re coming from.” The second you migrate to a new platform, even though your name is the same, and the contacts remain the same, you’re starting from scratch two-fold. You’re starting from scratch with your new platform, which is ActiveCampaign. You’re starting from scratch with your existing email client Gmail.

Gmail is not going to say, “Hey, you did so good with Monkey Mail, I’m just going to keep delivering.” Nope, they’re going to look at the server. Remember, this is technology, technology is making no exceptions. It’s just an algorithm, and it’s looking at the new [00:35:30] server and saying, “Oh, new server. Well, I got to see who you are.” You’re like, “No, look at my from name, it’s me. It’s me, Jazzy, remember? Remember me?” It’s like, “Who cares, look at the server, and now let me slowly see if people are opening.” Now, if we … Then, we have ActiveCampaign’s side that’s like, “Okay, new account. Let’s see what these contacts do with these emails that you’re sending out.” Here’s how I recommend. It’s something that, until you ask this question, Jazzy, [00:36:00] I didn’t even realized I was doing it, which is often the case when you know something. You just execute and don’t think about it. Here’s what I would say. First things first, I’m going to start with your second question.

Having the six-month email plan, what would it look like? The easiest six-month email plan any of you can put in the place right now, let me do this, I’ll give you a six-month email plan. By no means, I feel like [00:36:30] you have to follow this, but the plan would start as some follow-up from a free offer, and we want that to be three to five emails. Approximately, one to three weeks long, depending on your sending strategy, or preference, okay? What I mean is that, a follow-up from a free offer, so [00:37:00] now, we’re getting it … Now, I’m mixing the two, Jazzy. I’m answering both of these questions together, because they’re intertwined. When you’re ready to migrate to a new platform, this is why I cringe at people, and please, everybody on this call, do not be, and watching the replay, don’t be that person that looks at somebody’s Facebook post, about, “Oh, I’m leaving ActiveCampaign, or I’m leaving said platform because of these reasons.” Then, because maybe one of the reasons you agree with, and you’re like, “I’m leaving, too.” [00:37:30] Because there’s a lot that goes into when you leave. If that’s the case, we have other cases, which are more applicable.

Like, “I’m trying to use Monkey Mail, and it’s just not giving me the features and the power that I need. I need to get on a more powerful platform.” Absolutely. The first thing that you have to do is look at what you already have. I’m a huge, huge believer in leverage and efforts. Look at what you already have to offer for free. Whether [00:38:00] it’s a demo, a white paper, a e-book, whatever it is for free, and before you migrate, you have to make the conscious decision to say, “I’m going to update this.” I did not say revise it. I did not say redo it. I said, update it. For instance, we have ActiveCampaign, we have escaping the [00:38:30] clouds, as a resource you can download, right here, I believe. Here, so learn, matchup, download the free white paper, so you can download this. If I were to move platforms, do you know what I would do? I would go revisit this white paper and update it. Now, maybe updating is, learn how customs stacks are revolutionizing martech. Maybe I added a stack, maybe I add an additional tool. All I’m saying is, you’re making some update that [00:39:00] is applicable from the time you created this free offer to now.

If it’s an e-book, you’re going in there, and maybe you’re adding an extra paragraph. Maybe you’re just hiding in some stuff up. You’ve got a video series, and maybe you’re like, “You know what? I need to add one more video to this.” You just add in a closing video. Either way, you updated it, so what does that put you in the position to do? It allows you to market [00:39:30] it as the newly revised version of that platform, of that offering. We see it all the time on Amazon. You see a book that was published five years ago, and now, you go and look for it, it’s like, the new updated and revised edition, or something like that. What would a person rather have? The outdated or the updated? Well, the updated, even the people who have the outdated [00:40:00] want the updated. What did you just do? You just made something enticing to both new users and existing users. The whole reason, so let me type that here, okay, so then, we’re going to update an existing offer. Now that it’s updated, it gives us a reason to market. Remember, as marketers and business owners, we can’t wait for another reason [00:40:30] to market.

Everything, we’re trying to turn into a reason to market, and the best marketing is new information to help your current contacts to move forward, to progress. We’re not just sending stuff to send it. Now, you have new information, Jazzy, you have new information, because you now have an updated version, and what are you are saying? You don’t want them to miss out. You do not want them to miss out. Now, this updated version is going to be handled by ActiveCampaign. [00:41:00] You’re going to select, you set up your landing page with the new ActiveCampaign form. There’s no contacts in ActiveCampaign yet. At this point, we’re just like planning it out. If there are contacts in ActiveCampaign, all they’re doing is being tagged as source, so tag existing contacts in AC with a source tag. This source tag would look something like this. [00:41:30] Source, oh my goodness, Monkey Mail. Now, all of these is, we have an email done. They’re just in the account. We have an email to meet all. They’re from Monkey Mail, and they’re imported, okay? They have this tag, this tag is going to be important, because now, we have this new landing page saying, “Hey, the new and … ” What did I say, the updated version, or whatever.

New and improved, is what [00:42:00] we’ll say for now. Now, you’re sending an email, you’re leveraging Monkey Mail’s deliverability to help improve your new platform’s deliverability. You’re going to use Monkey Mail, because they’re like, “Hey, look, we’re good, a year plus. Tell me what to send? What do you want me to send?” You’re like, “Hey, I need you to send this email about this updated, this new thing that I updated.” [00:42:30] You send it, and two things happen, Jazzy, two things happen. One is, you direct traffic to your page, you direct traffic to a page that can capture people in ActiveCampaign, but two is it helps you, if you weren’t tracking your most engaged leads, now it gives you, it allows you to see who those engaged leads are. Who are the engaged leads. The engaged leads are people who click the link, who opt-in. Well, I should say, the engaged leads [00:43:00] are people who open, people who clicked, and people who opt-in. Those are three different segments, hopefully they’re all one, but that’s going to show you your engaged number. If you’ve got 800 people on your Monkey Mail list, and you send out this email, you’ll be able to tell, out of that 800, who’s really engaging with my mail.

These are just good numbers to have. If it’s 420, you’re now going in ActiveCampaign, you’ve got about 420 [00:43:30] contacts that you can use to prove your … to build a relationship with ActiveCampaign. All right, so Jazzy says, “These are the steps I skipped over. I’ve already imported tags.” Yeah, good that you’ve imported in tag, I just wouldn’t have sent the campaign yet. Here’s why. Now that you have … because, it’s common, most people’s previous platform doesn’t allow them an easy way to manage engagement. We get two for one. We get like three for one by updating an existing [00:44:00] offer, the inexperienced marketer will go create something new. That’s foolish, why would you that? That’s just going to take more time. What we have is already great enough. We don’t need more stuff, we just need more eyes on our existing stuff, right? That’s the thought, if you’re creating value. Now, what we do … Okay, “I did pull the disengaged [inaudible 00:44:21] from Monkey Mail” great, “after all of these and deleted thousands from AC.” All right, great, so you’re on the right track, Jazzy, you’re on the right track.

What Jazzy said is did [00:44:30] look at her unengaged list in Monkey Mail and based on those context, she removed them from ActiveCampaign. Great job, great job there, Jazzy. You can still leverage the strategy, update an existing offer, and send it to them, right? Because this is your most recent form of communication. If somebody opts-into this, now, what are they going to do? We’ve got a three to five email follow- [00:45:00] up in place, so the chances that they open and click links in those emails are much higher. When this is over, what you’re going to switch to, upon completion, what you’re going to do is switch to an ongoing, an ongoing sending strategy. Now, these strategies could be weekly, [00:45:30] monthly, or every time something is updated. Key is consistency. Now, this is through our six-month plan, because we just imported these leads. We’re not waiting six months, that would be crazy, right? Part of these six months, we have engaged leads [00:46:00] building our reputation, because this is automated.

This three to five email series is automated. These engaged leads are coming in, plus we have new leads coming into our website, that are going into ActiveCampaign. It doesn’t take much, that’s the thing, it doesn’t take much to start showing like, “Look, look who I am. Look at these people opening my email. Recognize me, acknowledge me.” ActiveCampaign will, because it’s an algorithm, it’s just looking [00:46:30] and say, “Oh, wow, look at this, all of these emails are being opened. You’ve got an average open rate of 40%. You’ve got an average click through rate of 15%, X, Y, Z.” All from these automated emails. Now, of course, this assumes, everybody remember, this assumes that your messaging is aligned with your audience, and that your offer is aligned. You have to have those two. Great, great, Jazzy, I’m glad this is helping. This is how we’re … We’re actually leveraging all of our assets to make [00:47:00] us win in the end. That’s what they’re there for. Now, I’ve got Monkey Mail, I’m leveraging Monkey Mail to migrate people over.

Just know, the reason why we do this is because when a contact fills out a form, it’s stronger than when they’re imported, because just think about it, when they’re imported, we don’t know where they came from. When they fill out a form, we know exactly where they came from. You get some credit [00:47:30] in a sense, all right, for them filling out a form. Hold on, I’ve got a question. Okay, Rosalyn says, “Are you saying to send the email to the list in the other platform with an embedded form from AC to verify engagement to my list?” Here’s what I’m saying, you’ve got … I’m just using Monkey Mail as a fictitious example, and you’ve got 800 people there. You’re going to create an email in there, but link to that email is going to go to a landing page on your website. [00:48:00] Rosalynstewart.com/offer, and on that URL is a landing page, and it has a picture of your offer, some copy, and then a box that people fill out to get access to it. That form is an ActiveCampaign form, okay? When they go there, though they were sent the email on another platform, when they reach this page, and we can even put their email address in the URL, so [00:48:30] it’s already populated for them, when they get to that landing page, and they select, I want it, they’re really submitting in ActiveCampaign form, thus migrating themselves over.

Like I said, when you do that, it would be … You’re getting credit for them filling out a form, which is getting you started off ahead of the deliverability game, than just importing. Rosalyn says, ” [00:49:00] If their name is already imported on AC’s side, it will still populate and get … ?” Yes, yes, because we’re not … Remember, the email is the unique identifier, so the second that email … Now, remember, we didn’t send anything yet, Rosalyn. ActiveCampaign is like, “I see these contacts, I’m just waiting to see what I should do with them.” Then, that same contact fills out a form, now, there’s some history. You just established history with your new provider. Now, [00:49:30] ActiveCampaign says, “Hey, this lead that existed, they just filled out a form. Oh, look, they just opened this email from an automation.” Then, that contact starts building its reputation, which all contacts start benefiting from. “Would that be including integrated forms? I’m integrated with Kajabi.” You know what? [00:50:00] Jazzy, just for the sake of migration, later on, this is fine, absolutely fine, later on.

I’m saying, for the sake of migration, I would do how we’re showing Karen, where you can use the HTML module, and put an embedded ActiveCampaign form on it, I would do it that way for migration, just for this migration purpose. Once we’ve built up the relationship with ActiveCampaign, like I said, it doesn’t take long, like a good month of solid sending, you’ll [00:50:30] be fine, you’ll be good. Then, yeah, you could definitely use the integrated landing page with Kajabi. Specific to this, with people, just making sure that you get started as fast as possible is the key. “When we say migration, I can still follow these steps even though I’ve already migrate … ” Yes, in fact, this is the best way to circumvent whatever you’ve done. This is really the main way to let your good [00:51:00] outshine the “bad”, because active … Listen, we’re still looking, ActiveCampaign is just an algorithm remember that. It’s just looking for any information they can gather to tell how good these leads are. Even if you sent these email to your entire Monkey Mail database, Jazzy, and some of those leads that you deleted opted in, guess what, ActiveCampaign is now going to treat them as a good lead.

The deliverability from [00:51:30] automation emails and all of that is going to be hired then from when you imported them, try to engage them by sending a campaign. That’s why we have to have a three to five email sequence set up and a consistent sending strategy. Whether that’s weekly, whether that’s monthly, or whether it’s like every time you update a blog, like I said, the key has to be consistency. If you update your blog every Tuesday [00:52:00] and Thursday, that’s your sending frequency, if you want to send every blog. Or, you could just wait till the end of the week and send like a digest of all the post of that week, okay? Because remember, after three to five emails, you need to keep them warm, because we’re leveraging the relationship that you’re building with your most engaged leads to increase our potential with the [00:52:30] deliverability with our least engaged leads. That’s the whole trick that we’re using. The key to all of these is leverage. We’re leveraging the previous platform to identify or engaged leads, and send those engaged leads to our new platform. Then, we’re using our new platform, with these newly engaged leads and saying, “Hey, I need to build a reputation so that some of the people who are a little slower, not as engaged, can be treated the same.”

[00:53:00] It’s this leveraging play that we’re going through it all, and the underlying theme, everybody is what, what I’ve been saying from day one, is engagement. This is why engagement and tracking engagement is critical, okay? Critical. With a three to five email sequence in place, ongoing consistent sending strategy, now, you can start adding … [00:53:30] you can start sending those campaigns in those broadcast, because your deliverability is not going to take a big hit like it had been, because you’ve got a rapport established. It’s just hard when you don’t have a rapport, and then you send a campaign. We have, literally, no information to go on, whether we should deliver this or not. It’s not just ActiveCampaign, it’s any platform, right? Ronald, next day, “Chris, [00:54:00] could you offer a comment or two about how to decide this in?” Yeah, we can talk about frequency of emails and how to determine that. Rosa says, “What would be on my opt-in form since I already have their email? Why would I request it again for the e-book?” Yeah, Rosalyn, you have to have their email to get them into ActiveCampaign.

The whole goal … all right, Graeme, “Thanks for getting this.” Yes, great, great, it was relevant, Graeme, thank you. You’re welcome. You’re very welcome. Rosalyn, they have to fill out a form to get into [00:54:30] ActiveCampaign. Remember, this is all in the context of migration. The only way to get a lead, for a lead to migrate themselves is for them to fill out a form. That’s why we’re going to pre-populate the form with their email address, since we already have it. By the time they get to this landing page, in the email field, it should already have their email address, already there, so all they have to do is say, “Claim the e-book.” Then, the e-book is going to be delivered from ActiveCampaign. [00:55:00] That’s what will be on the form, is email address, because that’s all you need. We don’t need their name, because we migrated all the information … we already imported that information, right? We don’t need their name. We just need their email to be tied to a form from ActiveCampaign. It may sound like I’m “hacking the system” but I’m not. I’m treating the algorithm how it needs to be treated for my benefit. No different than SCL with Google.

[00:55:30] Once you understand how Google’s index and content, it changes how you create blog posts. It changes how you write them, it changes how you publish them and share them. We can never just ignore the algorithm. Yeah, at the end of the day, I know that was a lot. Listen, Jazzy, I know it was a lot. It’s recorded and we can go back through it. This is the first time I’ve actually put it down, so this is as the sloppiest it [00:56:00] will ever be, but if you have any questions, any questions about this, in practice or whatnot, just come back and keep asking. There are so many people that benefit from your questions, everybody, every single person on here. Rosalyn, “How do I pre-populate the email so I don’t annoy the subscriber?” Yeah, it depends on the platform. Like every platform, you know how you can have the URL in a link, in an email, and then you can add their email to the end, like do a merge [00:56:30] tag? It really depends on the platform. Yeah, it’s platform specific. Whatever platform you’re using, ask them, I want to, when someone clicks the link, I want to merge their email in the URL.

If you can get that far with your previous platform, I can show you how to grab it with ActiveCampaign, so it’s nice and seamless. Yes, Jazzy, you’re very welcome. Rosalyn thanks you for your question, too, Jazzy. [00:57:00] Thank you, everybody for this, because like I said, this may seem like a simple question, what Jazzy asked, but look at all of these invisible considerations we have to make. These are all the decision we’re either bypassing, or knowledgeable enough to make so. This is the importance, this is the importance of consistency in your marketing. This is the importance of planning things out. This is the importance of having engagement. You can’t have engagement without content that is engaging. [00:57:30] Engaging content is content that your audience wants. None of this will work, I’m telling you, none of this is a super hero trick. If you don’t have engagement, and good product market fit with your messaging, none of this is going to work. You’re going to have low performance. Some people, maybe you’re listening to this in the replay, or telling it to a friend as a consultant, some people need to go take a step back and do the homework, and say, “Wait a minute, is my messaging [00:58:00] really aligned with my audience? Maybe my low performance is, because my product market fit is not there, it’s not the platform, because I’ve used four different platforms now and they’ve all treated me terribly.”

That’s never taken off the table. I’m just assuming … Oh, thank you. I’m just assuming all of you are so sharp, just based on the questions, and you care. It’d be different if you didn’t care. Now, with this information, you’ll be able to do better with it, and that’s the [00:58:30] key, that is the key. Yes, thank you all. This was a great one. Jazzy, I’m so glad you came on from … We connected on Facebook, everybody, in the ActiveCampaign Facebook group. If you’re not a member, make sure you join the ActiveCampaign community. All you have to do is type in ActiveCampaign on Facebook. Maybe I need to put that link. I’ll add that to the links as well. Thank you for coming over. Everybody watching the replay, thank you for sticking with us to this replay. [00:59:00] This was a meaty one, jampacked, Rosalyn gave us an opportunity to walk through the CRM. Karen allowed us to understand how to integrate with multiple landing page platforms, although we used LeadPages. The same strategy is used across the board. Ronald helped us understand that it’s the payment processor and your cart software that are working together, that need to be able to send to ActiveCampaign that information.

Like I said, Jazzy gave us this entire framework exposure [00:59:30] to migrating leads effectively by leveraging engagement and our efforts. I’m telling you all, the goal in marketing, not to sound cocky, but I just want to tell you all, the goal in marketing, when you’re using software, is not to rely all on the software for everything. You’re goal in the marketing is really to never start from scratch in any effort. Every strategy that you execute should be leveraging something [01:00:00] you did prior. Everyone, if you’re always starting from scratch, you’re always doing it wrong. I can tell you that. It maybe a tweetable [inaudible 01:00:10], but if you are, if you’re always starting from scratch, that means you’re always doing it wrong, because you’re not trusting your own process. You’re not trusting your own efforts. The problem is, most people, they just don’t know how to leverage it. Without me showing you how to leverage your previous deliverability in your other [01:00:30] platform, you can’t be held accountable for that, because you didn’t know, but now, you know.

Now, you can go and say, “Okay, I’m going to update this, update it a couple of sentences. Now, I can put the updated tag on there, send it, and see who’s engaging.” You can continue to do that, if you want to give people in your previous platform more opportunities to move over. You can continue to do that. I wouldn’t do it too long, because again, remember, you’re going to have the multiple server thing going on. [01:01:00] If you’re doing it within the span of 30 days, no harm there. There’s no harm there. The problem is, people start out, say, in 30 days, and then, nine months have passed, and they’re still dual-platformed. Yes, Ronald, “Thank you.” You’re very welcome. You’re very welcome. Yes, everybody, another amazing office hours. Listen, we do it every week. We do it every week. I’ll be back next week, Tuesday, 10 a.m., that gives you the weekend to execute some stuff, [01:01:30] break some stuff, fix some stuff, come back and report on it all. Yeah, 10 a.m., Tuesday, and then next Friday at 1 p.m., I would love to see you all back on.

Don’t hesitate to engage in the Facebook community in the meantime, and I will see you all online. Thank you, again. Oh, have a safe weekend, safe, relaxing, and … Yeah, relaxing weekend, on this weekend. Do something for you, everybody. We work so hard in our [01:02:00] businesses sometimes we suffer. Do something for you. Do something for your loved ones. Unplug, spend some time with them, recharge, so that next week we come to this office hours, when you’re doing stuff in your business, you’re ready to go and take the challenges by the horn. All right? With that being said, I’m going to sign off here. I will see you all next week. Yes, I’ll see you all next week. All right.