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Preparing for the GDPR, sending transactional emails from ActiveCampaign

Recording of Office Hours hosted by Chris Davis on April 13, 2018.

In this session we provided an explanation of GDPR and its impact, and discussed whether you should use ActiveCampaign to send transactional emails.

Transcript

Chris Davis: …a list of people. There we go. Alright. So we’re all good. Let me pull up my account just in case I need it. And Ruth let me … alright Ruth let me unmute you. Alright.

Ruth: Hello.

Chris Davis: Hey Ruth. How you doing?

Ruth: I’m doing good but I have two questions.

Chris Davis: Great.

Ruth: And I did send them to you so I guess you didn’t get ’em.

Chris Davis: I didn’t. I’m sorry.

Ruth: [00:00:30] That’s okay. Things like that happen to these computer things. On my webinar registration, my file that you sent me, I got it all set up. On the second part where it says send email. Join the webinar. View report. There’s been a little number to the side with a little picture and I can’t get rid of it.

Chris Davis: Oh. Okay. So let me-

Ruth: What is it all about?

Chris Davis: Let me get [00:01:00] this straight. Do you have this version of the dashboard where your navigation is to the left now? In your account?

Ruth: Yes.

Chris Davis: Okay.

Ruth: Yes.

Chris Davis: When you’re saying-

Ruth: I clicked on automations.

Chris Davis: And then what did you click on here?

Ruth: I clicked on register-

Chris Davis: You go inside the automations.

Ruth: Yeah I see that.

Chris Davis: Right?

Ruth: Ruth. Yeah. Yes.

Chris Davis: Okay. [00:01:30] Ruth let me see if I still have yours in here anyway.

Ruth: And it’s-

Chris Davis: You should be in here. There we go. Ruth. Okay. And then when you’re in here, you’re saying there’s an icon somewhere?

Ruth: Down where there were send email. Then welcome, join my webinar. There’s a little to the right of, is a little circle and then in the circle there’s a number three.

Chris Davis: Oh yes. Right here. And it’s blue right? It’s a blue [00:02:00] number three here? In the wait until-

Ruth: No. Red. Right up above that. No. Up above that. The one right above that. There.

Chris Davis: Oh you have a three at the email.

Ruth: It’s not showing up on your-

Chris Davis: Oh. That’s interesting.

Ruth: Yes.

Chris Davis: I was going to say if it wasn’t at the email that means that’s how many people are waiting for that action. So yours doesn’t say view reports. Yours says three.

Ruth: [00:02:30] Well it says view reports and then it says three above it. It’s like a little circle, right, the top of the corner there, with a three in it and that little picture in there.

Chris Davis: Does it look like this? Let me see. Is it like that?

Ruth: That. Yes.

Chris Davis: Okay. Those are notes.

Ruth: It’s been there since the day I downloaded it.

Chris Davis: Yeah. I’m not sure if … Did I write those notes? I’m not sure but-

Ruth: Yes.

Chris Davis: [00:03:00] This is a note. So if I do that-

Ruth: Yes. You sent it to me and I just popped it into there.

Chris Davis: Okay. That’s what it is. So you see that, The number two? So I must have had three notes specifically for you.

Ruth: Okay.

Chris Davis: So if you want to get rid of em, you can just click on it. Okay. Well, that’s kinda funky, right? And look at it. It’s kinda like playing [00:03:30] tag. It’s running away from me.

Ruth: Right it is.

Chris Davis: But yeah, you can just hit delete on that if you want to.

Ruth: Okay. Alright and then went it got down to the … I got it cleared up but it was really funny when I got down to if they don’t open up a thing in my email. And when I went to send my email they told me it was spam.

Chris Davis: On this one. The one [00:04:00] with the note-

Ruth: On the bottom right side there. Yes.

Chris Davis: Yep. When you went into this one. Let me see here. Edit email. When you went into this one and then … Oh I don’t have one set up. Let me just use this one for right now.

Ruth: Yeah.

Chris Davis: And then when you went here [00:04:30] it didn’t pass the spam check. Is that what it was?

Ruth: Right. But I changed it and I got it past there.

Chris Davis: Oh. Okay. Great. Great. So it was probably just a matter of some of the words that were being used.

Ruth: Yeah.

Chris Davis: Okay. Now give me one second.

Ruth: I mean I’ve had it up. I’m getting about 11 [00:05:00] opt-ins off of the landing page but I’m not, according to this, no one’s going through this. Do I need to change something?

Chris Davis: Can you still hear me Ruth?

Ruth: Yes I can.

Chris Davis: Great. I had to change my audio. Here’s what I would recommend. Essentially what’s happening is you’ve got … This is working. So they’re going through the yes branch and the no branch but [00:05:30] you’re not seeing a lot of people go through it, right?

Ruth: Right. Matter of fact when I go back to-

Chris Davis: Go ahead.

Ruth: … when I check the status it says no one has went through it. But if they opted in, aren’t they going through that?

Chris Davis: Yes. That is true. They are going through it. And to see who has gone through it, you’ll click here [00:06:00] where it says view contacts.

Ruth: Okay.

Chris Davis: This will show you everybody that’s gone through it. And so you’re saying as of right now nobody has gone through it yet.

Ruth: Well, according to, mine says and click on view contacts, I know that as of today there was like 13 people that’s opted in.

Chris Davis: Okay.

Ruth: Since you set it up. So like 250 people viewed it but only [00:06:30] a few … It says, “You have no contacts that match your search.” View all kin … They’re saying nothing.

Chris Davis: I see what you’re saying Okay. What was happening is you’re going to the form and when you view the form statistics, you’re seeing that it’s been filled out x amount of times, right?

Ruth: Mm-hmm.

Chris Davis: But then when you go-

Ruth: Well I actually did a … [00:07:00] I get a notice from lead … lead from opt-in. I lost my train of thought. From leads saying that I’ve had 13 people opt in. Every day, they’ll send me a lead, send me that when they opt-in with their email address.

Chris Davis: So you’re getting a notification from your landing page platform?

Ruth: Uh-huh.

Chris Davis: Okay. It is saying there’s 13 people that opted-in today. So [00:07:30] when you go into-

Ruth: As of today.

Chris Davis: … When you go into the actual form and ActiveCampaign do you see those 13 connections like here where it says total entries?

Ruth: Where is that one that you’re looking at?

Chris Davis: You’ll go to forms-

Ruth: Forms statistics?

Chris Davis: Yeah. Yeah. Select the dropdown and hit form statistics.

Ruth: Okay. That’s all then. Cause I was wondering is that not working or what?

Chris Davis: Right.

Ruth: [00:08:00] Okay. I’m still not where you’re at. We’re at statistics?

Chris Davis: As long as you locate the form you’ll hit the drop-down next to it. And hit statistics.

Ruth: Your contacts will go. It just changed everything over here. Automation reports?

Chris Davis: No.

Ruth: [00:08:30] Daily report?

Chris Davis: No. You don’t want those. You want to go back to the regular forms view. And find that webinar registration form. And just select the drop-down and then hit statistics.

Ruth: Okay. Off the subject just a minute, but also it tells me that I’m 89% finished on my thing. What else do I need to do?

Chris Davis: [00:09:00] You’re 89 finished on what?

Ruth: Eight of nine complete of getting started.

Chris Davis: It may be something like … don’t worry. That doesn’t mean you’re not finished. Those are kind of like steps to do. Like a step like import and maybe you didn’t need to import contacts. You just put them into a form or something like that.

Ruth: Yeah I just been typing them in. The first ones I had before. And these now when I get one I type it in there.

Chris Davis: [00:09:30] So you’re entering them manually as well as when they fill out the form.

Ruth: Right.

Chris Davis: I would say if they’re showing on the form, under statistics, then make sure that that automation is active. Turned on.

Ruth: It is. It says active.

Chris Davis: If you’re not seeing the contacts in this form, when you go to statistics, then that means the integration between your landing page platform and ActiveCampaign, something’s [00:10:00] wrong there.

Ruth: Where would I go to check that?

Chris Davis: It depends. What landing page platform are you using?

Ruth: Facebook. Facebook.

Chris Davis: Okay.

Ruth: Yeah, just off of the add manager’s leads then the pixels. Lead pages and then pixels.

Chris Davis: There you go. There you are. Alright so you’re retargeting under the [00:10:30] Facebook pixels once they visit a page and then you’re sending them to a lead page, a landing page where they fill out the form and they get added to ActiveCampaign, right?

Ruth: Right.

Chris Davis: So the lead page’s integration is what you’ll have to make sure that it’s set up with the right form in your ActiveCampaign account.

Ruth: Okay. So a guy needs to check that in ActiveCampaign and the lead pages in.

Chris Davis: You’ll want to do it in both. So, like from here, let’s say this was your [00:11:00] form, right here, event registration. I would go into lead pages, put your API credentials in there from ActiveCampaign and then when they ask you what form would you like to, what service, select ActiveCampaign and then which form. Make sure it’s the same form that’s named.

Ruth: Okay.

Chris Davis: Here, let me send this to you too. I’ve got some documentation to help you through. [00:11:30] This lead pages integration, this one is gonna show you exactly … We’ve updated it with their new builder and everything. So, you’ll know exactly what to look out for when you go there and look at it.

I’m putting this in the chat now.

Ruth: Okay. I see it.

Chris Davis: Great. Perfect.

Ruth: I will check that. And one more question and I’ll instruct everyone else. What hotels are around where this meeting’s gonna be?

Chris Davis: [00:12:00] Which hotels?

Ruth: Yes.

Chris Davis: Oh, Ruth that is a great question. I don’t know. That is a really great question. We should know this, right? I’m sure they know. We should put that.

Ruth: And what address is this Morgan’s financing company at? I know Chicago pretty good but I just need an address. Cause I lived in Zion for years.

Chris Davis: You know what? [00:12:30] Sometimes it’s the simple things. Us marketers, we … So it’s on the intersection of Morgan and Hubbard but we need an address.

Ruth: So I can put into my phone.

Chris Davis: Let me make a note of this. I’m gonna get this updated for you.

Ruth: Okay.

Chris Davis: Physical address for hotels and … Riker [00:13:00] for the win. Riker’s got 401 North Morgan Street. Thank you Riker. Here we go. I put it in the chat for you.

Ruth: I wrote it down.

Chris Davis: Great. Oh. I guess it is right here. I don’t look at that. I didn’t even see it. It’s 401 Morgan Street.

Ruth: You didn’t see it. I didn’t either.

Chris Davis: [00:13:30] It’s easy to just have it written out. I think that’s what most people look for so they can just highlight it. Or just have a link that you could click and it just loads on Google Maps. That’s actually what I’m most used to.

So Ruth does this mean you’re gonna plan to come on out?

Ruth: I think that with Facebook changing so much I have to learn as much as I can learn about email marketing.

Chris Davis: That is a powerful statement, Ruth. Very powerful. [00:14:00] A lot of people who are too dependent on Facebook and just social media in general, they’re starting to realize that social media is always a supplement to your marketing. It is not your marketing, right?

Ruth: Right.

Chris Davis: Gotta have your basics and then use social media to expand and extend your marketing, rather than rely on it to be all of your marketing.

Ruth: I keep getting this thing about Drips. Do I need to add Drip to all? There’s a message I get then needs added to this?

Chris Davis: You keep getting [00:14:30] a message from Drip?

Ruth: Yeah.

Chris Davis: I don’t-

Ruth: You don’t know anything about that?

Chris Davis: Sound like they’re trying to get your business.

Ruth: Yes. A list from Drip is all it says.

Chris Davis: Who knows what they’re doing over there with their marketing.

Ruth: It’s just another whole marketing thing then?

Chris Davis: Yeah. It’s another platform that wants to take your money.

Ruth: Okay I don’t need that.

Chris Davis: Or I [00:15:00] should say they would like in exchange, a monetary exchange, for their services rendered to you, in the form of cloud software. There we go. That’s the politically correct answer.

Ruth: Oh now I see it says location on there.

Chris Davis: Right here?

Ruth: No, in your top. In the blue active ad that’s going across it says location.

Chris Davis: Yeah right here?

Ruth: Still, I need [00:15:30] to know the motel rooms that are cut off.

Chris Davis: We’ll get that updated. We’ll get some-

Ruth: Medium price but safe.

Chris Davis: That’s good cause everybody will want to book their rooms. Okay great. Well I appreciate that Ruth.

Ruth: Okay. Thank you. I’ll listen to the rest.

Chris Davis: Okay.

Ruth: Okay.

Ruth: Alright. Great. Great. Great. I would like to just highlight [00:16:00] again, just reiterate one of the things that Ruth said is she is being very responsible in her approach to marketing. And remember the phone lines are open. You can ask any question that you want at any time. But what Ruth said about understanding marketing with all of the changes that are going on. Listen. One thing that is for certain is change. So these platforms are gonna always be changing. People’s preferences are going to [00:16:30] be changing. How they consume information is going to be changing. How they prefer to be marketed to. Everything is gonna change.

So it’s up to you as a responsible marketer to ensure that you’re understanding how your business reaches its prospects. Right? What channels you’re going to use. And doing it in the right way. Right? Far too many people rely on social media as everything. And social media [00:17:00] is looking at them like, “Look. I never told you I could do everything. That was somebody else, somewhere else. But I’ve been what I’ve always been.” Social media is an easy way to socially engage. That’s literally the term social media. You share media socially to engage with people who share like interests.

It’s a great place to connect. But to convert and take that conversation to the next level, you will [00:17:30] most definitely need a marketing system. Alright? So any of you, if any else, if there’s anybody else who has questions that emailed them, and I didn’t get ’em please put them in a chat. If you got new questions put ’em in a chat. I’ll fire off a few questions for you all.

Can you send email to multiple segments at a time? Right? If somebody’s on multiple email lists and you send an email to both, do they receive [00:18:00] double emails? Can a tag be added along with another tag? So can multiple tags be added? Can I have a tag-triggering automation and can I have the removal of a tag stop in automation?

Every single question that I asked if you can’t answer all of them, let’s talk about them. Just let me know which one doesn’t make sense. But I say those to say at a basic level those [00:18:30] seem like pretty straightforward, pretty straightforward questions. And those will be the type of questions that people hesitate to ask but honestly behind those questions comes some of the biggest understanding. I want you all to know that this is a safe place to ask your questions and learn. And I feel like I had something to show you all.

I think last time on Office Hours I showed you this in the automation [00:19:00] builder.

Katrina good to see you.

I showed you this new feature that we have called filter by actions which has really … Listen everybody this has really opened up how I’m able to find stuff in my automations because you can now start, of course filtering them by action and triggers right? So off the top, is there a no trigger on [00:19:30] here? Because, that is a trigger. It does not have a trigger. A lot of my automations do not have a trigger. Need to make a note of that. There is no trigger as a trigger.

We always find ’em at Office Hours, don’t we? Oh! Riker. Let me grab yours. I didn’t see that Riker. Sorry. [00:20:00] There have been a few questions in the Facebook group about whether it’s efficient to use ActiveCampaign for transactional emails. Mind sharing your thoughts on that?

Woo! Great question. Riker, you know what, if you’re coming to, if you’re gonna be able to make it to Activate, there’s a few of my thoughts that are safer in person to communicate. But this is [00:20:30] a hot topic and I mean hot for a reason. Let’s talk this through.

Listen everybody. Send your questions in still. But I really want to talk … I feel like I’ve been waiting to talk about this. I want to put some stuff out there. Give me some feedback. Alright? We’ll talk through this and answer other questions and all of that.

So when it comes to, just so you all know, transactional emails are emails that are sent in response [00:21:00] to a transaction, a monetary transaction that takes place online. That’s what a transactional email is. So it’s very similar to when you go to the department store and buy something whether it’s clothing or food and they say, “Would you like to receive a print-out of the receipt or would like us to email it to you?” Nine times out of ten, if they email it to you, the receipt, they’re going to send you some … that receipt is [00:21:30] a transactional email so I’ll just stop there. That is a confirmation of what you purchased.

Then going forward, if they wanted to send any types of reminders of like, “Hey your credit card is about to expire. This is an ad.” Those would be transactional emails. Now a department store can’t send that type of stuff because they don’t hold your credit card data. That becomes the difference between eCommerce and regular commerce.

[00:22:00] Now when we have eCommerce we’re inputting our credit card information and it’s being stored safely. The encrypted version of our data is being stored on the server of who owns that eCommerce store. Alright? So now that they have that information, when they go and let’s say you signed up for a recurring product, when they go to charge that card and it comes back as [00:22:30] rejected or insufficient funds, they now need to send off an email to you and say, “Hey. Please update your card information. We were not able to process your last payment.” Right?

So any email that has to do with the transaction of money online is a transactional email. Not just confirming that you bought something. But if your card is expiring, “Hey, your card’s expiring in a month. Might want to update so you can experience interrupted service.” These are all transactional emails. [00:23:00] Now, transactional emails in nature are sales emails. Right? I’m just trying to piece it together fundamentally so it makes sense to you, what I really … the bomb that I really want to drop.

So a transactional email describes the monetary exchange of services or of goods online. When an exchange of service and goods takes [00:23:30] place in the form of money online an email is sent as confirmation. That’s a form of a transactional email. And in any event where there is trouble transacting, an email will be sent. So they all have to do with sales processes. So that’s why transactional emails fall under sales processes.

Now let’s look at ActiveCampaign or we could … No. Let’s do the ActiveCampaign. ActiveCampaign is [00:24:00] a marketing automation platform. The goal for a marketing automation platform is to send marketing emails. Right? The purpose of the emails that you’re sending in ActiveCampaign is to push that new lead to become a customer. And keep them as a customer. So marketing does not end when someone becomes a customer. Your marketing continues throughout the entire lifetime of that customer.

That’s [00:24:30] the purpose of marketing. So as a marketing automation platform, that’s our focus. To equip you with all of the marketing ability in the form of emails, to ensure that you can do that. So now, with those two in mind you’re saying, “Well, okay. So, there’s marketing emails and then there’s sales emails. Chris, are you say that you can’t send sales emails from ActiveCampaign?”. And then I’m saying, “No. Absolutely you can send sale emails from ActiveCampaign [00:25:00] because we can not only automate your sales processes but through our deep data integrations you can send a notification back to us when there is a purchase that has been made and you can send that confirmation.” Right?

So now it becomes this talk of preference. I’m gonna tell you my personal belief. This is my personal belief. I believe I will not scare you off. [00:25:30] I have always gone by the belief and under the premise of wherever the transaction takes place is where the transactional emails should be sent from. For instance, when I was using WooCommerce, I was using WooCommerce on a website, guess where my transactional emails were coming from? WooCommerce. I was using ThriveCart at some point. [00:26:00] Guess where those transactional emails came from? ThriveCart. I remember using SamCart. Where should those transactional emails come from? SamCart. https://www.rev.com/tceditor/t/oyY2l_8yvQzewB2ZWdlw61fLeUVO0aWUZAUsP9Ff183svS6E7Rphncd-tgBBw1NlWVGL3A

SO whatever tool you’re using to process your payments, that is where the transactional emails should come from. Why is that? Here’s the technical reason behind it which ties right into the logical, more top surface reason. Transactional emails are emails that should not be [00:26:30] able to be unsubscribed from. That is probably the most important piece ever. When you receive a transactional email and you could go look into your email account right now, scroll to the bottom of the email, there is going to be no unsubscribe link. And the reason being is that most transactional emails, most platforms that send transactional emails send them from an entirely different server than a marketing email, [00:27:00] a server that they would send marketing emails from. Because the communication is totally different. I don’t need your permission to send you a transactional email. I don’t. I don’t have to have your consent. When you look at the CAN-SPAM Act, it does not … it is specific to … what’s the term? Commercial communications. Communication for commercial products.

Not to get legal. Listen you can read the CAN-SPAM act [00:27:30] yourself. I’m not trying to play lawyer here, but what I’m saying is it has always been geared to protect people from receiving spam emails. Because you need permission to send email. Inherently you buy, especially online, you are providing permission to be sent an email about that transaction. And raise of hands virtually if you didn’t receive that email, it’s going [00:28:00] to make you feel like either the transaction did not go through or it’s going to make you feel like the website was a little sketchy.

So that’s the difference between transactional emails and marketing emails. From a technical standpoint, they are very often sent from different servers than marketing emails. Those emails, that server, is acknowledged totally different than the server. Look, I should say marketing servers and sales … [00:28:30] transactional emails and marketing emails, those servers are acknowledged differently on the front of Gmail, Outlook, Yahoo, all of those. Very rarely will you see a transactional email go to spam. Very rarely. If a platform’s sending transactional email like we thank you for your purchase and it goes to spam, woo, they’ve got some other issues to worry about. Cause most of the time that transactional email is not going to go to spam.

So back to Riker’s [00:29:00] question, with that understanding. This was the longest way to answer that question, but I wanted to … I’ve been hearing this in my mind and I just needed to communicate out and you gave me a reason. You gave me a reason. But I want you all to understand how these things work, too. So, is it efficient for ActiveCampaign to send transactional emails? The reason why I say no, is because people can unsubscribe from ’em. If somebody unsubscribes, you know like, let’s [00:29:30] say you sent the email. You sent an email and they say, “You know what, I don’t wanna hear from you.” In ActiveCampaign it’s not like we have a transactional email server. It’s one server, a marketing server. I honestly don’t know of one platform right now that sends marketing emails and transactional emails from the same server. If it’s the same company, they have an entirely different server for their transactional emails. And in there they will tell you [00:30:00] you cannot unsubscribe from these emails.

Cause you don’t want them to. Never do you want somebody to unsubscribe from receiving transactional emails unless the person is being irresponsible and mixing messaging, putting marketing messaging in a transactional email. Which some people try to get around the system and do because they know transactional emails have high deliverability. They try to send marketing material in transactional emails to quote, unquote, game the system. It’s the same gaming of the system that [00:30:30] got them in the position they are with terrible deliverability. Anyways, I digress.

What you need to know is that the reason I would say not to rely solely on ActiveCampaign to send your transactional emails, is just that. People can unsubscribe. And understanding how people unsubscribe to emails in ActiveCampaign is important because if someone unsubscribes from an email sent from an automation and that automation is not started [00:31:00] with fills out a form or subscribes to a list, if they unsubscribe from that automation they’re removed from every list that they’re on. So even if you’re like, “Chris, I have a transactional email list,” it doesn’t matter. If they unsubscribe from an email within an automation, because remember automations are not tied to lists. Automation are free, free-flowing. They’re autonomous to lists.

So when they unsubscribe from an email that was sent from an automation we have to be safe, and since we don’t [00:31:30] know which list, that person really is saying, “I don’t want communication from,” We unsubscribe him from all lists which would include your transactional email list. So I would recommend that you take the steps and have your payment processor send out your transactional emails.

And we’ve got a few really good ones that integrate with us very easy and they do everything that you need ’em to do. They [00:32:00] can send an email when the credit card is about to expire, when a payment fails. They can send an email saying we tried to charge. We’re going to try again in a few days. It’s so tempting to do it because it’s automated. You’re just thinking, “ActiveCampaign I can automate anything. I’ll just automate that in ActiveCampaign.”

But like I said, if we had the ability to say people on this list, which would be practically impossible [00:32:30] because people will abuse it. They can’t unsubscribe from emails sent from this list. Then I would change my stance. But we’re a marketing platform based on marketing emails that people can unsubscribe from. So in that case, I don’t recommend using ActiveCampaign solely for your transactional emails. Keep it going for marketing emails throughout the customer lifetime and then let your payment processor send the transactional emails.

Ooh [00:33:00] good one. Good one. Good one. Good one. Nope. I’m answering this one Riker. And I’m answering this to give you all a spoiler alert. So you can all thank Riker for this one. What steps is ActiveCampaign taking to continue to prepare for GDPR? If you don’t want, no worries. I realize it’s another … No. I’m glad you asked this Riker.

Alright since you’re on live and I guess the people [00:33:30] who watch the replay, they’ll get this before this launches, but I will say within the next week or two, you’ll see a podcast. I just recorded a podcast in a firm, a law firm and I had them talk about GDPR. And what I did for this podcast everybody is I had not read one GDPR documentation. Not one. [00:34:00] Because I wanted to come on to this podcast in the mindset that most people have. What is GDPR? How does it affect me? Should I be worrying and what do I need to change?

I recorded this podcast. It was probably the most nervous podcast I’ve ever recorded because when lawyers are online, I felt like every single word could be held against me in a court of law. Although I was doing no wrong. I was doing nothing wrong. [00:34:30] But I just wanted to make sure I was asking questions that weren’t like biased or trying to lead them into saying certain things. Riker says, “You’re going to give us a link to access this.”

Yeah, yeah, yeah. As soon as it’s live Riker I’ll give you the link to it.

And what was great about this is that we went through it and talked through it. Listen everybody. Please, please, please I am so serious. I didn’t know what GDPR [00:35:00] was in the beginning and honestly I was kind of scared of it. I’m not going to lie. I was like, “Uh-oh. This is gonna be something that’s going to be crippling to marketers, just limiting our capabilities more and more.”

I felt like that and then after talking to these lawyers … So remember, this is a podcast, so you all will get to hear this entire conversation. After talking to the lawyers, I was realizing like oh my goodness, like this is actually a move to protect me. [00:35:30] Like protect me and my information. I don’t want … And one of the things I’ll let you all take from it, is it brings the question on which countries really are serious about protecting our data.

Yes. Yes. Riker said, “To protect you as a consumer.”

You know like if you give somebody your information, you do not want that thing sold or solicited anywhere else. [00:36:00] So there are things that need to be done on your part as a marketer, because you’re collecting data. And those things are outlined in the podcast. And the good thing is that same law firm that outlined everything is working with us internally to make sure we have everything in place. Because the goal is this, and especially now that I have a better understanding, I can work internally to make sure there is going … Every single person. Listen. Every single person who [00:36:30] sends email from ActiveCampaign has work to do. At a bare minimum, there are some policies on your website. There is something you need to update, make clear, or change.

That’s a given. There is, nobody is exempt unless you foresaw this coming years ago and you were like, “Hey. I knew it was gonna come. I was just waiting on the day.” Kinda like that person that’s got the shed then all the canned goods in the shed waiting for Y2K to really happen. And then it finally happened, it’s like, “I [00:37:00] told you,” but nobody’s around.

Anyways, there is gonna be work to be done. The good this is platforms like ActiveCampaign that are helping you collect data, you want to ensure that they’re doing they’re best to make your work easy by explaining how they’re handling your data and how to explain that to the people whose data you’re collecting. For that I can give you an affirmative yes, we [00:37:30] are compiling documentation and information that you could easily share. So at any point if somebody requests you know, “Hey. Where are you sending my data? Where is my data being processed? What is this?” And the lawyers have all the terms for this. It’s like right to be forgotten or something like that.

It was crazy. It was just like, “Yeah. I want you to forget me forever if I don’t want to do business with you.” Like yes, give me that ability. So that’s all in GDPR [00:38:00] and yes, ActiveCampaign is aware of all of it, and we’re ensuring that May 25th is the day everybody, May 25th. We’re ensuring that when that day comes, well before the day actually, we want to make sure that you can stay in compliance on our part. We can’t speak for any other platforms on our part. You will have all of the resources that we can provide as well as the functionality.

Because think about it, [00:38:30] if somebody wants to be forgotten, it’s one thing to unsubscribe from an email. But it’s another thing to give that person the ability to say, “And delete all of my information.” So things like that, as a platform, we have to decide how do we want to do that? Do we want to do it automated? Somebody checks a box. It’s okay and then they’re deleted forever. Or do we want to give that type of power to the end user and trust that they’re doing it.

Those are just, [00:39:00] excuse me. Those are some of the details that are being worked out. But in the end, just know that yes, we will ensure that you are 100% compliant with GDPR. Yep.

So Katrina said, “Yep. It’s protective legislation. Most people are looking at it as punishment.” Yeah and I’ll tell you what. I’m kind of spoiling the podcast but it’s so much more in it. But one of the things that came out of it is, listen if you’ve been responsible in your marketing, you’re the one who has [00:39:30] the least to worry about.

You’ve been responsible. You’ve been setting expectations. You’ve been clear with what people are getting. You’re handling their data securely. You’re not exporting it into shady applications or selling it to people. You know like as crazy as it sounds, there’s people that do that stuff. So if you were already doing the right thing, GDPR [00:40:00] is almost transparent to you. Like there’s some things that you need to be aware of to keep the tools that you use accountable.

So that’s going to be the biggest thing. If you’re using a tool and they can’t provide you with clear definition to keep you compliant, no matter how much you love that tool, you’re gonna have to realize, “Do I want to take the risk?”And keep using it, knowing I don’t know they’re doing with this [00:40:30] data.” Or, “Do I want to protect myself and my business,” and just say, “You know what? Sorry. Goodbye. I’m gonna have to find another tool.”

I can guarantee you ActiveCampaign is not that tool to be forgotten. We will be GDPR compliant 100% out the box by the 25th. So no need to worry about that. But I would say you’re going to have to look at other platforms. I’m not excluded. [00:41:00] I’ve got a list of platforms now. After this podcast, I had a list of platforms. I’m looking at their policies. I’m waiting. Look, now I know what you need to tell me now. The lawyers have spoken. I know the information that I need to look for and see when it comes to GDPR to feel confident, using your platform going forward.

So thank you for that question Riker. That was a great question man. And listen everybody, GDPR is not the enemy. It’s not even your frenemy. It [00:41:30] is your friend. Okay. GDPR is your friend and it is going to protect you. And honestly I feel like America is letting other countries lead in information privacy where you could argue these are some of the steps that should have originated here. We probably process more data online or I should say we have a society [00:42:00] that relies on more online data than anyone else. So it’s kind of strange that we weren’t taking the lead on such a regulation to protect data. But it’s refreshing to see the EU do it and hopefully it just continues to expand and develop more and more. Cause people want to be safe. You gotta keep people safe online.

Great question. Great question. Thank [00:42:30] you. Thank you for asking that one.

We’ve got seven minutes. If you guys have any other questions, I’ve got a little bit of time here. If not, listen I know it’s Friday. And I know how it is on a Friday. So I’m always thankful for you all attending. But I never hold you hostage. Nothing like getting an early jump on the weekend, especially if it’s sunny and you’ve got some plans, even if you ain’t, you don’t have any plans. You just want to relax, take your clothes [00:43:00] off and be in your pajamas. It’s all good on the weekend. It is your time. So if that’s the case, don’t worry. I won’t hold you hostage. I just want to ensure that you all have the ability to ask your questions. The opportunity I should say, to ask your questions. Because you may have a weekend project. Don’t go into the weekend confused with what to do with your project. Ask your question now so that you can get some momentum going into the weekend.

[00:43:30] Katrina says she’s waiting on the ice storm up north in Canada. She says she would much rather be golfing. Yeah. I feel those sentiments. Ice storm messages. That’s just wrong. Isn’t it April there? Does anyone … No, it’s April. That’s wrong. Ice storm during April. It’s supposed to be April showers not April ice storms. You want the may flowers not the broken glass and damaged [00:44:00] vehicles. Wow. Even could see 10 inches of snow. Oh my goodness. Hang in there Katrina. Hang in there.

Oh. I will say this. If you all have any resource for me specific to the podcast, you know what requests I’ve been getting lately, is examples of anybody who is using gamification [00:44:30] in, T gamification in ActiveCampaign. So I would love if any of you are doing it or know somebody, you have a client, know a company that’s doing it, I would love to have them onto the podcast and talk about it. I honestly think it is something that is, that we cannot ignore as marketers. When you play these apps on your phone, the gamification is just so creative and [00:45:00] strategic, to keep you playing and when we as marketers now, when you think of that as far as a membership site, or community, or online academy, it becomes critical in order to keep people engaged. Because we know engaged people are the ones that stay people. Right? They stay. They keep paying. They keep giving money.

Plus, learning should be fun. You got an online academy [00:45:30] or membership site where you’re selling information and you got the community people, give the people a badge, right? Add some points to their account. But there’s a way of doing it, so I would love if you have any recommendation to send them my way. It’s very close to lead scoring. The two are almost hand in hand. The same strategic approach where you come to defining fresh holds and lead scoring. You do the same thing with gamification and ActiveCampaign.

[00:46:00] I have a creative approach to gamification myself. But I would love to talk through it with somebody to make it more powerful for you all.

Desiree, I have yours. Hello to you too Desiree. [inaudible 00:46:19] Alright. Hello. Do you know of any partners that integrate [00:46:30] with ActiveCampaign for email compliant solutions archiving of email to satisfy SEC FNR standards? I’m assuming this is like financial stuff? Let me know if I’m totally off. Or is this … Yes, it sure is.

Great question. There’s like a deeper layer of security that you need. Right Desiree and just correct me if I’m wrong in any of this [00:47:00] because the type of information that you’re gathering cannot be disseminated over even a standard http protocol, even if it’s https. You know, very critical information like Social Security numbers, dependents. So like if you go to TurboTax, it may look like it’s just a regular https, but they have an entire another layer of security because they know they’re handling very sensitive data.

As [00:47:30] of right now, I don’t. I don’t know of anybody we integrate with for those verticals, but I can most definitely check. What happens, so just so you all know Desiree says, “That’s correct. By law we have to track all email for years.” So we’re talking about being audited, having a nice clean paper trail showing like, “Hey look. This is what we’ve been doing.” [00:48:00] The reason why I don’t know Desiree is because most of the time, platforms like that for high-security verticals like education or finance, they normally have their own proprietary software and those softwares aren’t usually built to integrate with other tools. That’s the tricky part. So I don’t know of any as of right now but I will ask internally for you. And if [00:48:30] I find something, I’ll let you know. I’ll definitely let you know.

Yeah, I know. Desiree says, “It’s terrible. It’s terrible software compared to AC.” I know. It’s so outdated. It’s so clunky. You go in there and it’s almost like you cringe before you start using it. I know. I know. I know. I feel your pain. Trust me. I do. You would think, you guys, it’s just a huge opportunity for someone to [00:49:00] even make those applications more user-friendly. But yeah, I will most definitely ask internally and let you know. Cause that is huge. That is huge. I don’t want you to think that this is not, this is not something that deserves some attention. It is.

Alright everybody. We’re at two o’clock. I want to thank you all for attending, hanging in there with me on a Friday. I appreciate it. I appreciate the time. Hopefully I’ve said something in [00:49:30] this hour that helped you. That turned a lightbulb on or kept a lightbulb on. Or prevented one from going out. I’ll take any of those cases and I just want you to know that we here at ActiveCampaign are thankful for all of you as users no matter if you’re just getting started or you’ve been with us for a while. It really is. It is a privilege for me to be able to serve you in the capacity that I am.

Make sure you have a [00:50:00] great weekend everybody. Great, great weekend. Don’t let anybody steal your joy and excitement. I’ll end it at that. Those are my parting words for today. And make sure that you mark this on your calendar, every Friday 1:00 p.m. I am here for you. Send your questions in. Whatever it takes in between time if you can’t wait, activecampaign.com/training. Sign [00:50:30] up for a one-on-one. Talk to somebody on the Success Team. Get your questions answered. Let’s keep moving forward. And remember, Office Hours is not just for questions. You can also come back and report victories. Big wins as well.

So with that being said, have a great weekend. I will let you all … Yes. I’m excited for the GDPR podcast as well Katrina. I thought I’d never say those words. It sounds so strange.

You have a great weekend everybody. I appreciate you [00:51:00] and automate responsibly my friends.