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Office Hours – September 26, 2017

Recording of Office Hours hosted by Chris Davis on September 26, 2017.

Transcript

Chris Davis: With that being said let me double check. I don’t think I have any office hours that need to be answered via email. All right, that’s good. Looks like I’ve got those, but Ob has a question regarding attribution. Let me put it up here. All right.

I want [00:00:30] to say welcome. I see some new faces here. Don’t be afraid to jump in at any time and ask your question as well. There is Mark. I sent you an email. Oh, Mark, I responded to your email. Check out my response to that one because it’s more heavily on the Acuity side. Most of it is going to happen between Acuity [00:01:00] and Zapier. I did. I did reply to yours directly since it wasn’t 100% AC focused.

All right, could you please describe what the attribution feature is, how it works, and what can be achieved with it that cannot be done with tags, custom fields, and/or lists.

All right, great. Hey, hey, Penelope. I’m online marketing newbie in the adoption needs. Oh, great, well, Penelope, [00:01:30] I would love to work through some use cases for you as far as adoption I would imagine you are probably doing some matching of parents and the type of child they would like to adopt, maybe? Or maybe you’re providing educational resources, yeah. That’s great. Okay, great.

Maybe like the membership site approach [00:02:00] or weekly newsletter. Let me know. Let me answer this question, and I’ll check back in with you, Penelope, but if you have a specific process that you’re doing right now manually and you’d like to say, “Hey, how could this be done in ActiveCampaign?” Those are perfect questions. You don’t have to have anything figured out at this point besides there’s something that you’re currently doing that you would like to know how to do better with ActiveCampaign or something. Just [00:02:30] keep that in mind as we continue on in the call.

All right, so attribution, everybody, is one of our newest features. Let me show you all what I mean by newest. It’s in the professional plan. You see in the professional plan we have site messaging and attribution. What it does is at this stage [00:03:00] it’s for tracking the effectiveness of your paid media. Attribution works off of UTM parameters. If you all have not been familiar this is a good rafflecopter. These are UTM parameters. Anything you essentially click a social media link, bitly, or any shorter [00:03:30] link, or a lot of times emails from ActiveCampaign. There’s an option to turn on Google analytics.

What that does is it adds UTM source, medium, content, and campaign. There another one. Source, medium, content, campaign and … There’s a fifth one, but these are the primary ones that you use, and what attribution will do is it will look for these URL variables [00:04:00] and automatically look at the source and add it as a source on your contact record.

Let me see. I think I have in addition to attribution source tracking you also have conversions. Conversions are what you would use for … A conversion could be anything really. It could have a monetary [00:04:30] value or not. If I look at enrolled in imaginary post. If I look at this conversion it has a value of … Did I really say 15 cents? I think I meant $15, but anyways, you put a value on it. It could be zero, and then the triggers are URLs. A conversion is when someone makes it to a particular [00:05:00] URL, all right? For this, you can see that I have … Let’s say I had a check out page, and on the thank you page I could pass the revenue.

It would be like ActiveCampaign.com/thankyou?rev=1500, and the 1500 is essentially the value passed from my cart as far as how much the check out was. [00:05:30] Any time any of these URLs have been visited, it’s going to act as a conversion. This is the second part of attribution that I’m talking about.

Now we can determine, and it may be easier for me to just show you how to do one. Add conversion, right, purchase a new product. Now I can give it a conversion value. This is [00:06:00] new. This conversion value wasn’t there before. I have to ask the product what this conversion value means because I don’t remember ever setting that up. We’ll just keep it at 100 for now, and then I can apply this conversion to any contacts who triggered the conversion before it was created.

Now I’ve got some retroactive ability in here to say, “Hey, anybody who has purchased this in the past apply to them as well.” I [00:06:30] only want it to run one time. I don’t want it to go every time they purchase. You have to use a URL or an event. See that? URL or tracked event manual. This is very technical. You need javascript, but if you have a URL, and I always like to use contains because matches can be very, very picky. You can use any URL at this point. It’s whatever a conversion is to you. You can count email options as conversions. If that’s what you [00:07:00] want to do, that’s fine. You can say any time someone lands on my thank you page for my ebook that’s a conversion.

Now you can track conversions, and what tracking conversions means and why it’s so important is because when you jump into automations you will see … I don’t have one. That’s very interesting. I don’t think I’ve done this before. You know what? [00:07:30] I want to stop doing that. Because a lot of times when I start from scratch, I don’t want to. Onboarding sequence. We’ll use good old berry. We use the software sequence. Just so I don’t have start from scratch everybody, and I’ll show you exactly what I mean. It’s just asking me the name of all the emails that are in here. All right. [00:08:00] One more email, and there we go.

Let’s say at some point I wanted to say if they converted, progress them here, okay? Maybe I want to progress them to this email, after this email. What you’ll see is in a goal, I can say as purchased, and then look. Trigger this conversion when this [00:08:30] goal is achieved. Now within an automation I can trigger that conversion. What did I name that? I said something like purchased a product, and I can say the criteria now.

Now I’m adding an additional criteria for that goal, I mean for the conversion. In the settings, I have conversions based on URL parameters. That’s the main way I can set up [00:09:00] conversions in the setting. Then, once the goal is created, I can go into the automation builder, and provide even more granularity, or more options, or more flexibility on exactly how that goal is triggered.

Now I’m saying if somebody is in this automation and has the customer tag. If they have the customer tag, then they’re going to jump down here and convert. [00:09:30] Not only are they going to jump down here and achieve this goal, they’re also going to convert as they purchase something. You see that? Many people have never even seen this yellow and blue because it’s with attribution.

Now you can achieve a conversion by visiting a URL of our choice, of your choice, or by meeting a specific goal criteria within an [00:10:00] automation. Those are the two ways for conversion to be triggered. The whole purpose is in the long run is to do this. Is to be able to tie sources. This is why I’m explaining it like this. The ability to tie sources with conversions.

I had some that had converted. [00:10:30] There we go. Converted on, Mike Dyson. How about that? There we go. This is what it looks like when it’s on your contact record. Now you’ll be able to see all of your conversions. Once your conversions are set up, that’s one thing, but the second one is just [00:11:00] by having site tracking on your website, attribution is activated. There’s no set-up you need to do for that one. You’ll see it right here.

You’ll see attribution, and then the conversions and unconverted sources. What’s the difference? Look at this. Somebody visited Mastering Marketing Automation/purchase, and the UTM [00:11:30] source was Facebook. You see how they have the source in there as Facebook? So, now I’m tracking Facebook as a source, but there’s no conversion tied to it. I visited this URL, but there was no conversion tied to it. I don’t have when I go into my conversions there’s nothing that says MasteringMarketingAutomation.com/purchaseUTM= [00:12:00] Facebook. That’s not a conversion URL.

What attribution does it say? Hey, this person was created by Facebook. That was the source that generated this lead from existing. Then if we go back here, I can see my conversions. If I had it all mapped out, what you would see in touchpoints, you would see every web asset that they touched on their way to converting. [00:12:30] This one is one conversion, and the reason why I have a conversion in an unconverted source is because I tested this. I manually typed in this URL, which essentially bypassed me converting. Ideally you would have on conversion, and you would see all of your source data here. It wouldn’t show as an unconverted source, but because of how I did it.

Attribution, [00:13:00] what it does is it allows you to track, like I said, so if you’re doing Google ad words, and you want to track all of my leads from Google, how valuable are they? You could do that here, right? You would see the conversion. You would see Google as the source, the value, the total USD value, so this would be … You would have to set this of course in the [00:13:30] conversions. It will tell you how much money that lead. Maybe they spent $550 with you, and it would give you the value of that conversion.

If they converted four times and spent $450, then the conversion value would be 550 divided by 4. You could start seeing every time this person converts, they’re essentially worth $110 or something like that, right? It’ll let you [00:14:00] know the total time. The total time is going to be the time between the first touch point and the last touch point. You will be able to see how long it took for that person to convert. You see all of the sources. Every asset that you have web tracking on, you’ll be able to see, as well as everything that has a UTM variable that that contact visits, you’ll be able to see as a touch point. [00:14:30] You could see, oh, they clicked on a link from Facebook then Twitter, then they went to Google, and then they converted. You’ll be able to see all of that.

That’s attribution in it’s very early stages, and I say early because the idea is to open it up more to where you can define your sources more manually instead of using UTMs. You could set what you want the source to be, right? Maybe you have your own naming convention in the URLs, [00:15:00] but attribution is the first step in us helping you manage or identify the effectiveness of your marketing. Like I said, it’s a feature that a lot of people are just now starting to use, and we’re getting feedback and we’re tweaking. We’ve got a lot of good feedback actually on just how to set it up. Some people are confused with conversions here and conversions in settings, and how the two tie together.

[00:15:30] We’re working on making it a lot more clear and easy to use. Attribution, why it differs from tags, custom fields and lists is it’s not necessarily used for segmentation. It’s more so used for metrics, right? Identifying the effectiveness of your paid media at this point in time. A lot of our users [00:16:00] who are running Google Ad Words are doing so with attribution because they want to know.

It’s not even limited to Google Ad Words. If you’re running Facebook ads and Google ads, and you want to know where your leads are coming from, now you’ll be able to see, oh, they clicked on a Google ad and converted. Oh, they clicked on a Facebook ad and converted because when we go to advanced [00:16:30] search. I should be able to. There you go. Attribution, see that has source, and I could say Facebook, and it should pull up, there it is, Mike.

He’s one contact that had Facebook as a source, but as more and more people convert and get added to my database, I’ll be able to see all of that data. Then not [00:17:00] just that, but if I go back to conversions I can see who achieved which conversion. Purchase coaching has occurred. I can see who has or who has not, so nobody’s done that. Nobody’s achieved that goal.
You see, we’re starting to open it up to where every piece of data you get from attribution, it’s not [00:17:30] limited to source. It could be medium. Perhaps medium is email. You can see how many people are converting from your email. Term, I think term was a fourth. Let me see. Source, medium, campaign, content, term. There it is term. That was the fifth one.

Anyways, all of the UTM parameters remember here, all of these UTM parameters you are now able to segment. That would be the main similarity [00:18:00] of any is using the segment builder, you can use that data to create segments just like you can with tags, custom fields, and lists. That’s attribution in a nutshell.

All right, so is the source otherwise not available in AC? That’s the thing. So, Ob, if you want to do source tracking, what we really need is a one time writable field [00:18:30] for sources because you don’t want that field to be overwritten once somebody takes the action. You can manage it with tags. You could have it to where whenever somebody opts into your list, you would need some way though of identifying where they came from.

With attribution, attribution, just looks in the URL and does it for you. If you had a way of identifying, maybe [00:19:00] you had a landing page for Facebook, a different one for Twitter, and a different one from LinkedIn, and they all had different forms. Based on the form they submit, you could have an automation that runs just one time and tags them as source LinkedIn and it never runs again.

Attribution was created so that you didn’t need to have three different forms. You could have three different landing pages in one form, and now depending on the source in the URL [00:19:30] by using the same form tag them as the appropriate source. Yeah, you could pull it off. You would just need a way, like I said, to manage where or to identify what source generated the lead. The easiest way is to use a different form per source, and then say, “Hey, if they filled out this form, run this automation one time and tag the source as LinkedIn and never run it again.”

[00:20:00] That’s one way that you could. It’s not as clean, and it’s not as integrated as attribution, and that’s why we’re building out more and more of attribution. Again, an easier or more elegant way to track the source versus tag … Yeah, yeah, yes, yes. That’s not uncommon, everybody. There’s a lot of users that use forms, [00:20:30] multiple forms, for multiple landing pages to determine where people are coming from. A good example would be you have a form for your sidebar, a form for your end of blog post, and a form for your banner area on your website.

Now you can start determining. They could all give away the same thing, but you’ve got three forms for one website so that you can see, oh, this person came from the sidebar. This person came from the footer, [00:21:00] and this person came from the header. That’s very common in the accounts that we’ve when, but paid advertising using digital marketing. There it is. Paid advertising digital marketers wanted something more closely related to how Google and Facebook themselves [00:21:30] do ads, and that’s by the UTM variables.

If you want to track your traffic through, you’re using UTMs and Google analytics for Facebook, Twitter, everything. This goes way, way back. UTMs have been around forever. Now, ActiveCampaign is leveraging that data just like Google analytics is doing, and tying it to your contacts. That’s one thing that Google [00:22:00] analytics doesn’t do. It doesn’t tell you the specific contact.

Yes, yes, Ob said, “Or single form with a hidden field.” You absolutely could do that. The hidden fields are a little tricky, and here’s what I mean. Let me show you the hidden fields. Mark, let me see. Okay, Chris how would you use this to track lead source enhancement from media ARA. Mark, you would need [00:22:30] to take this data.

One thing is, I always recommend when you’re doing paid media to never rely on one source. Your CRM is your best bet to get an idea of how many contacts were generated. Contacts and customers, CRM, but anybody that’s ran Facebook ads, Google ads, Pinterest ads, any ads knows that landing pages [00:23:00] lie, and so do these social media platforms. Facebook will say, hey, I sent 500 people. 500 people converted last month. You go into your CRM and you see 485. That’s a person discrepancy. Those 15 people can majorly skew your numbers.

I always, and I was taught this from a paid media professional when I was at LeadPages. [00:23:30] Says, “Listen. We never trust social media. We always go into the CRM and see how many contacts were generated.” If your contacts are going to come from ActiveCampaign, your clicks are going to come from let’s say Facebook. Your impressions or visits are going to come from your landing page or website. Those are three different sources, so you need a way to centralize all those sources into one place, so when we’re doing, Mark, when you say track the lead source in ads spent, [00:24:00] it will be a combination of the advanced search like I showed you where you can search by source, and exporting that data to an Excel sheet or spreadsheet where you can start adding the other data, and say, okay, out of these customers, they said they came from Facebook. I paid this much. Got this many clicks and here are my conversions.

Then you do the math from there to get the full story of exactly how your paid media is running. [00:24:30] We are progressing our data analytics team. I’m not 100% sure where they’re taking it, but there are some things of like predictive analytics and more robust reporting that I know is something that they’re working on. I have no idea what it would look like for a time frame to it.

Yeah, that’s how I would recommend tracking your ROI, but just for everybody listening, [00:25:00] I never depend on one platform ever. There are some people that log into Facebook and that’s it. They run Facebook ads, log into Facebook, and they believe every number Facebook tells them, which is just terrible. Sometimes a pixel doesn’t fire. Sometimes their configuration on their website confuses Facebook, so when you get experienced with running ads and marketing for paid media, you start to learn that each piece of your funnel holds a different [00:25:30] data.

Like I said, visits, I would most definitely look at my landing page and or Google analytics to see, okay, how many people actually made it to this page? Facebook said 1,000. Well, Google analytics is saying 867. Who are you going to believe? I’m going to believe Google analytics over Facebook. I think their tracking is more advanced, more stable than Facebook’s pixel, so that’s what I’m going for. That’s what I’ve seen in the past that’s worked.

[00:26:00] Looking to my CRM Facebook said I have 500, but my CRM there’s 475. I’m going with my CRM. Now, Facebook says I have this many clicks, I got to take it. I got to take it because Facebook owns those clicks. Facebook, when someone clicks, Facebook knows. Facebook doesn’t know if they’ve landed on your website. They can make a good guess, and then they definitely don’t know if they made it into the CRM. That’s all based on their pixels on the proceeding pages. [00:26:30] Very common. Very common for paid media individuals to collect all of their information in a spreadsheet from various sources. But, that’s how you would use attribution as a piece of that for tracking.

Oh, I wanted to show you hidden field. This is the tricky thing about hidden fields. Do I have a form here for you? Ob, we don’t have a form, all right. [00:27:00] Call this Ob’s hidden fields. Here’s one thing to keep in mind for hidden fields. Do I have a hidden field is the question? Let me just create on. Hidden field, and call it website source, all right? If I do website, [00:27:30] should be there. Website source. All right, now this is a hidden field. Now the challenge is populating this hidden field because if I go here you’ll see there’s now way for me to put a default value in there. Hidden fields traditionally in ActiveCampaign can be populated on the contact record or within an automation.

[00:28:00] To populate a hidden field on the web page, you’ll need the personalization tag. This one, I believe this hidden field is going to be website source. Let me show you what I mean. To dynamically populate it, is going to be pretty tough, or even just manually populate it per form is going to be [00:28:30] really tough because … Let me see. Where are you at? That’s email. That’s the button. There it is. This is the hidden field. The data name is website source, so you would have to have this in the URL. What was I going to do?

[00:29:00] I think this is the way. Equals. Let me see. If it adds that data there, value name, website source. Oh, oops, I spelled it wrong. There we go. See that? Now it’ll populate the hidden field using the personalization [00:29:30] tag, but you would need to make sure that the URL parameter was in the URL. So, if somebody comes to your site, and they click on the sidebar, there’s no way for you to populate that hidden field, and say sidebar. That’s by using the javascript version.

If we do this, if we go to embed and take [00:30:00] the actual code, then yes, we can do that because we can go down here, and for the same form right where you see this hidden field, we can put the value right there. We can just put the value in here, and then change the value for every place on our website, and it’s the same form. I have this form. Copy this full embed. Paste it in there. The thing about it is you loose your styling the second you jump in ActiveCampaign to [00:30:30] change something, but I could put this same form on my footer, sidebar, and header, and for the header I can change this value to say header. For the footer, I can change this value to say footer. For the side bar, I could change this value to say sidebar. When they opt in, it’s going to be the same form, but that hidden field will be populated. Those are the two ways to use the hidden field.

[00:31:00] Now, I’ve used landing pages, or form integrations that will pull in fields and allow you to populate them and hid them in the platform, so LeadPages is like that. When you use a LeadPage, let me see if I can … I don’t think I have my LeadPages account ready. No, I don’t, and it’s not hooked up to this ActiveCampaign account, so it doesn’t matter. What LeadPages would do [00:31:30] on their form, they will pull in all three of these fields, and then they have a check box next to them saying whether you want to hide it or not. Even though this is already a hidden field, LeadPages will pull that in, and you could put a value in right there on the LeadPage. Say, hey this hidden field value should be this.

Some landing page builders and form builders will [00:32:00] allow you to populate that hidden field, but if you’re running just off of ActiveCampaign, you’re putting it straight to your website, you’re either going to need to use the simple embed and use the URL parameter like I showed you using the personalization tag, or using the full embed code, and going and finding the specific hidden field and manually putting that in.

A bit technical, I will admit, a bit technical, but great. I’m [00:32:30] glad that made sense. I would like to come back to you, Penelope. If you have any questions, I really would like to hear if there’s something particular you’re working on. There we go. Perfect. Let me add this up here. Penelope, you’re the first Penelope I’ve met. I like that name a lot. Did I spell it right? [00:33:00] Great. Yes, great. All right, I need some help in sorting my lists into foster parenting, adoption topics, and parenting tips. How would I do this in an engagement email?

Yes, yes, yes. I’m just thinking of the … I don’t want to get to vague with this. I love this question because you can go so far [00:33:30] with it. The first thing is one of the things we talked about, or maybe this was on a webinar I mentioned it. I have 45 … Okay, great. Penelope has 4,500 people on her list that she imported, and she wants to segment them.

I take it as of right now Penelope, these contacts are not sorted by the [00:34:00] three topics, right? As of right now, they’re just existing, and you’d like to start segmenting them, right? Just let me know in the chat if that’s accurate because that’s going to … Only a few tagged since December. All right, great. So there’s only a few out of her 4,500 contact database, a few of them have been segmented. There’s two ways I would recommend doing this, and I’m going to get to your email, but [00:34:30] first just let me recommend this to you. Just going to call it Penelope. I would definitely try to get that information up front as they’re opting in, or as you’re capturing their information by any means. I would use a radio button on the opt in form, and say what best … [00:35:00] I don’t know. Best describes your interest, or what are you interested in, something. You could say foster parenting, and then this would be adoption topic, wow my typing is all … Then parenting tips, okay?

Do that. [00:35:30] Go down here, and then I’ll take this off for now because I want to focus on this. Right? Now you have a form that right when they opt in you can get exactly where they at. Okay, I have two opt ins. One for foster parents group and another that tags for a discipline [00:36:00] freebie.

All right, I would use this as kind of like the catch all. This is an easy one to just put on the side bar if you have a newsletter. We’re not going to rely on this for our main generation of leads, but it’s good to have there, and then people can sort themselves. They can self-select their path. That’s one way I wanted to show you. The next way, in the email, like you mentioned. Penelope, what I [00:36:30] recommend everybody doing, what’s good to have is … It’s not going to be on ActiveCampaign. Oh, maybe I did it on this website. The one where I have control. I don’t know if I set it up. Okay, doesn’t exist. All right.

Something like a general, [00:37:00] thank you. A general thank you page that would say something along the lines of, “Thank you so much for your information. We have it on file. We’ll reach out to you. We’re updating our database with the new information. Something like that.” It’s a general thank you page that any time someone takes action, they can go too. The reason why is now in our email. [00:37:30] I’m going to create a new one for you so I’ll never lose it, Penelope. What we’ll see is in the email now … Which one will get me started the quickest? You could [00:38:00] say something like, “Hey, first name, please let us know what best describes your interest. Click one of the links below, and you will … ” Whatever. I’ll just say click one of the links below.

Now you can say, “I’m [00:38:30] interested in learning about becoming a foster parent.” Follow with me. “I’m interested in learning about adoption topics.” Watch this, one more. “I’m interested in learning about parenting.” Okay? What you would do [00:39:00] is, I would say like general thank you, and then I would add a question mark and say interest = foster. Okay? I would take that, and go into where they say I’m interested in learning about foster parenting, and [00:39:30] I put that there. Right?

What’s happening is they’re going to the same, all three of these options are going to go to the same URL, but you’re putting some information in the URL that let’s you know. Interest, adoption, okay, and then I could even do this one and say interest [00:40:00] parenting. Okay, so now they can click either one of these and say, “Hey, I’m interested in adoption topics,” and right when they click, they’re going to go to your general thank you page that says, “Thank you so much for submitting your information. We’re updating our database now. We’ll be sure to send you information around this topic,” or something like that.

In the back, what’s happening? I think you can see it already. [00:40:30] You can either have … I guess I went overboard. I did that for the sake of track. You don’t really need this. You really don’t need this. I’m sorry, Penelope. I don’t want the over complicate this. I just did that because we were in this grove of putting your parameters up there, and we really don’t need these URL parameters for this simple example. My apologies [00:41:00] there if I confused you at all. What we want to do is when they click this link add an action, and add a tag. Interest, and then we could say, “Foster parenting.” When they click that link, when they click that link it will be adoption. When they click that link it’ll be parenting, [00:41:30] and each link takes them to the same thank you page.

Couldn’t each clicking each link add it to? Oh, look, Penelope, there you go. Right? Yes, very intelligent. Now you can at least tag them based on the email. Now you’ve got twofold, right? You’ve got your form for when they submit, when they submit their information, and then you have the welcome email that goes out [00:42:00] to people who do not come in through that form. Now you have a means of segmenting nice and early. If you want to, you could even maybe you just want to ask for their email at first, then then right there on the thank you page you could ask them to, hey, what kind of topics would you be interested in?

Okay, so we have. Here’s what I mean, Penelope. We have this form. Let’s [00:42:30] just say this form is, Penelope, I’ll call this … Watch this, Penelope. This is going to be very interesting. All right, I walked through this in another office hours, but I want to do it now because this makes sense. This makes sense to do it.

Let’s call this [00:43:00] Penelope interests, and then I’m going to call this step two. All right? What I mean is this is going to be the second step to a two step process. I don’t want to say it like that. Penelope interests. I’ll just call this the interest form, okay? So just follow me. Just let me set this up really [00:43:30] quick, and it will make sense. I promise you this will make sense. All right, and then I go into this on. I don’t ask for that. I just say Penelope general.

What I wanted to do … I didn’t do that right. There we go. Penelope interests. Integrate. I want [00:44:00] to grab the link. You don’t have to do this. I’m doing this just so you can see what I’m trying to say. The thank you URL is going to be your second form.

Then I’m going to pass the email variable in there. Email and I think I want to do first name too. [00:44:30] I can’t remember if it was first_name. I think it’s just first name. We’ll see. Okay, so when they fill out this form, all I’m saying is I’m taking them to a thank you page, and that thank you page has another form that asks for their interests in the event you didn’t want to ask for that information up front. A lot of people do it. [00:45:00] Let’s just see how that would look.

Now, check this out, Penelope. You have your sidebar one with the three radio buttons. You have that. When they fill out that form, it’s just going to take them to a thank you page, and say, “Hey, thank you.” Wait a minute. Mark, [inaudible 00:45:21] create a separate page … Yes, yes, yes, Mark, absolutely. We’re trying to be as [00:45:30] streamlined as possible and not create extra stuff if we don’t have to, right?

So, Penelope, you have on your sidebar you have the form that has the three radio buttons, right? If they fill out that form, it just takes them to a thank you page that says, “Thank you so much. Check your email. We just sent you some very important information.” However, maybe in a blog post or somewhere else you’re just asking for name and email, but you still would like an opportunity to capture their interests.

[00:46:00] Now, we’re going to give you two options. You already saw the email we set up. Once they set up this form, they’re going to get that email where they can self-select where they’re at, or what they would like to learn about, or they can do … I’m going to put you in here Penelope. Penelope plus ActiveCampaign.com. Now watch this when I hit submit, it’s going to take me to the thank you page, [00:46:30] and there it is. You see it’s already populating my email address. I didn’t have the first name. Maybe it was full name.

There, it’s taking all the information from the previous form, and populating it here, so all they have to do is select adoption and then hit submit. I like them to submit their name and email all over again, they just need to select one of these, [00:47:00] and now you’ve captured them. This is on the thank you page. Did you see how that first link went right to the next page that had another ActiveCampaign form on it, and we pre-populated that email and the name? We did that of course when I was in here. I went to the thank you page, oops. That was another [00:47:30] one. I went here, general. Okay? The general thank you page is going to be a page that has an ActiveCampaign form on it. What we did is we merged in the email and the full name.

Let me copy this. This is [00:48:00] essentially the string that you want to put on the end of your URL Penelope. Putting it in the chat now. If you put that string on the end of your URL, like you see how mine is. Thank you. If I do this, right there, just put that string on the end of it, and I had an ActiveCampaign form on this website with the simple embed. It would grab the [00:48:30] email, and grab the full name and pre-populate those fields. Then all they had to do is select the radio button.

Where can I see this in writing. I have, I believe the good old learn center. Did I create a document on this one? Did I do it? Auto populate. Here’s one [00:49:00] resource. I haven’t made it yet. A guide to forms is not the one. I feel like I had one in here. Think this is it. Yeah, here we go. This is the one. I knew I did it. Yeah, see, here we go. Full name and email. Aha. I knew I had a guide on this. I’m sending you this link right now. [00:49:30] Penelope, there’s the link where you can see it in writing.

Essentially, as you see, we’re doing the same thing here. We’re adding full name and email at the end of whatever thank you page that is, and it’s now pre-populating that field, which is a great way to get the information.

Sometimes it may be a little overwhelming. Somebody may not want to fill out a radio button and all that up front, but if you just keep the ask simple upfront, and say, “Hey, email. [00:50:00] Name and email.” Then when they do go, they’ll be more prone to just click the radio button because that’s the easy step, right? If I just have to select a radio button. You’ve already filled out my information. Let’s say … Then Davis plus Reno ActiveCampaign.com. I want to do a different [00:50:30] person. Now when I hit submit, it should take me to the next one. You see that? There it is. It’s still there, and it’s just like, hey.

That happens so quick because I’m using just two ActiveCampaign forms. It almost gave you the feel that what best describes your interests was hidden, and when you hit submit it appeared. That’s the feel that it just gave me.

Then if I hit adoption topics, and hit submit, [00:51:00] it says, “Thanks for signing up,” or whatever that thank you page is. If I go into the platform we’ll see that Reno, here it goes, should have that … There it is. Adoption topics, it’s in there. We were able to successfully capture the interests up front. Penelope, one thing that I would recommend [00:51:30] if you’ve imported 4,500 leads, please watch these two office hours because it goes over in detail how to make sure your deliverability does not take a hit. I think it was these two, 15 and 19. I go over how to migrate the right way. How to create a sending strategy, [00:52:00] so that, I believe it’s this one, a sending strategy so that you’re … Maybe it wasn’t this one. I actually don’t remember which one it was. This is why we need the transcription.

Yeah, this one. [00:52:30] Start with this one. There we go. There we go. Penelope, watch that office hours for me, and it will give you some pointers in how to make sure that with your newly imported folks that you optimize. You can get some good deliverability out of them. There’s just some steps that a lot of people don’t know to take when they’re [00:53:00] migrating or importing contacts to a new provider. It’s not ActiveCampaign specific everything that I go through. It’s just email marketing specific.

Yeah, Mark, yeah. They’re actually working on … I can say they’re working on custom fields. That’s what I can say. Yeah, they’re working on custom fields and shit. [00:53:30] Everything should be improved. They’re working on the display of custom fields. There, I give you even more. There.

All right, yeah, so let me know. We’re right at 11:00, so Penelope I hope those resources find you well. You can read through them. Listen to the other one, and watch that. It’ll give you everything that you need. That’s what office hours is for, everybody. It’s to provide you with all of the resources. Great questions today covering [00:54:00] attribution as well as segmentation options. Segmentation is huge. I am probably one of the strongest proponents of segmentation in the office, truth be told. I’m always trying to think of ways, how can we segment, how can we segment, how can we segment?

Because what is segmenting, everybody? Segmenting is the front door to personalizing your marketing. If you segment up front, your personalization [00:54:30] of your marketing will be that much more easier. The effectiveness of your marketing will be that much higher, and the difficulty of your marketing will be that much less. It all happens when you start segmenting early as possible so you know how to talk to people.

Yes, Mark says, “Penelope could leverage ask campaign strategies and get segments within her main segments.” Yeah, I think your, [00:55:00] like the ask method, I Ryan Levesk, Mark. I haven’t read it, but this is what I hear is that’s what he mentions, the ask method. I can’t vouch for this. I’ve just heard, and I’ve seen it a lot. I don’t know first hand his method or anything, or how it actually works, but I’d imagine [00:55:30] it was very close to what I just showed you was just that process of asking up front. Asking for the information up front so you can cater the experience afterwards.

Already, great session everybody. Happy beginning to the week to you all, and we will do it all over again on Friday at 1:00 pm. You can register for as many of these as you want to. You’re not limited to just one. Just because you came today doesn’t mean you can’t come back, and just because [00:56:00] you didn’t ask questions does not mean that you can’t come back, and I don’t want you to feel weird because, “Oh, I didn’t ask a question.” That’s fine. That means you were just in learning mode. I would love to see you all Friday at 1:00 pm central.

Yes, you’re very welcome. See you Friday, and everybody enjoy your week. Hopefully this helps you get started on a faster path, and maybe we can build some momentum. We can leverage the momentum we built today later on in the week to keep you going. [00:56:30] Thank you again for sending your questions and attending, and I will see you on the next office hours on Friday.