Segmenting contacts by Date Added, getting started with ActiveCampaign for radio broadcasters!

Recording of Office Hours hosted by Chris Davis on June 22, 2018.
Topics covered in this session:

  • How to create a segment of contacts based on the date they were added
  • How a radio station can leverage ActiveCampaign


Chris Davis: 00:01 And Riker, I’m coming to you. Oops. Hold on, Riker … All right. Riker, how you doing?
Riker: 00:12 Good. How are you?
Chris Davis: 00:12 I’m pretty good, man. It’s a little rainy here today, but it’s fine.
Riker: 00:17 It’s good to know down in Denver what weather is coming our way.
Chris Davis: 00:22 Yeah. It’s been a dreary couple days, man.
Riker: 00:26 The latest puzzle that I’m working on is I’m looking for a way for users, for an ActiveCampaign user to be able to edit the email address for contacts in the data bait in mass. So, they want to basically be able to bulk edit email addresses. I have Zapier at my disposal, so we can do that, but I know that email addresses are the primary identifier for imports into the contact database, so I’m trying to figure out sort of rather than changing emails one by one, contact by contact, is there a way to do that in bulk?
Chris Davis: 01:11 Okay. What are the types of emails are you talking? Are you looking at modifying all emails? What’s the logic you’re using as far as what you’re choosing to edit, and what you’re editing.
Riker: 01:24 Unfortunately, it’s going to wind up being somewhat one by one. There aren’t really too many bulk rules.
Chris Davis: 01:33 Okay.
Riker: 01:34 They just want to be able to do it for three, or four, or five contacts at once instead of one by one, by clicking into the contact.
Chris Davis: 01:43 Yeah. Let me show you something, Riker. I think this is it. Watch this. I can’t remember exactly how this works. I need to push and pull information from Google Sheets into dynamically populated aspects of ActiveCampaign. Yeah, I believe this is the one that I wanted. There’s a help doc with it. The answer to the question, right now, is going to be using Google Sheets as your data processor. Okay? If all of these contacts exist in Google Sheets, and you go and update one of their email addresses it will automatically sync to that contact in ActiveCampaign.
Riker: 02:41 I didn’t realize you guys had a direct integration with Google Sheets. I thought it had to be done through Zapier. That’s cool.
Chris Davis: 02:45 Yeah. What I would say … Here, let me get you the help doc, too, because Riker I will be honest, I didn’t know either. Let me go sheet integration, is it this one? Yeah. Here it is. This is the help doc. I’m going to send this to you, and I’m putting it in there for everybody to see, if you need it. That’s going to walk you through how to do it. Your systems fields, and custom fields. The thing is, once they’re in the system, you can change that email address without it duplicating to another contact.
Riker: 03:22 Okay.
Chris Davis: 03:22 And I think that’s your biggest issue is like, hold on, this is the unique identifier. If I change this is it just going to create a new contact? It won’t do that, if they’re already in the system.
Riker: 03:36 Cool. Thank you.
Chris Davis: 03:37 Yes. Try that out, report back, let me know, and we can go from there. Good to hear from you, Riker.
Riker: 03:43 Yeah. You, as well. I have one other question, but if you want to go to someone else, and come back if we have time, that’s totally cool.
Chris Davis: 03:49 Oh, no. Go ahead. Shoot. Hey, everybody, feel free to ask your question, at any point. Remember, any level question, anything, don’t be intimidated. Please ask. I’m just going to keep working with Riker, if you guys have a question, we’ll switch right over to your questions. Go ahead, Riker.
Riker: 04:05 I’m a little confused as to when blank fields override existing data. I recently, uploaded a CSV. There was a tag’s column in the CSV and I wanted it to update existing contacts with the tags that were listed in that column. When I checked update existing contacts on import, it added those tags and did not remove the tags that were already there for those contacts, which is what I wanted it to do. So, that was awesome. I have seen, I think it’s in the form section of ActiveCampaign, that blank field values can override existing ones. So, I just wanted to get one comprehensive view as to when we’re overriding with blank fields and when we’re updating existing ones?
Chris Davis: 05:02 Yes. So, everybody, this Is what you’re talking about right? This option right here. Correct?
Riker: 05:08 Yes.
Chris Davis: 05:09 Yep. How you get here everybody is, when you have a form and if you click on options, you’ll see that this says allow blank fields to override existing data and what that means is, let’s say you already have somebody’s phone number and the phone number field was not required, okay. So, I guess the first thing to this, is this is only applicable to non required fields. If the field is not required, that means somebody could submit this form and leave this field blank. If this is checked, once they submit this form, it’s going to take this blank value and if that person has already existing in your database and has a phone number, guess what, it’s going to be overridden by this blank value.
So, essentially, it’s saying, every time this form is created or submitted, whatever data is on the form, is data that will exist on the contact record, even if it’s blank and that happens here. On the import, I believe it won’t take place if you say, “Update existing.” It will not overwrite in the import, like you did Riker. If you say, “Update existing contacts,” it will do a comparison and say, “Okay, what of this data is new and if it’s a blank field, it’s gonna ignore it.
Now, right when I say that, you’ll want to double check but that’s how it’s supposed to operate. So, when you do the import, a contact import, you can’t clear any values.
Riker: 06:55 Okay.
Chris Davis: 06:56 Yeah.
Riker: 06:56 Cool. Thank you.
Chris Davis: 06:58 Yep, no problem. No problem at all. Always good to hear from you man. Always good. All right. Let me see here. Yep. No problem, Riker, and everybody, like I said, feel free to ask your question at any time. Liz, I don’t know if I’ve seen you here before either. Listen, welcome everybody new. I’ve got a lot of new names. I just want to do something really quick. Here’s something that I need to get better at. Let me show you all this. We now have a Getting Started with ActiveCampaign manual. Okay. This is your one-stop shop for getting started with ActiveCampaign. This is going to ensure that you’ve got all your bases covered from the quick video, Getting Started in Six Minutes to give you an overview, to signing up for our webinars or office hours, scheduling a one on one, and look at this everybody. We created a getting started checklist for you. Check this out. Check this out. Look at that. You can share this and if they’re not a user, they can sign up, but we’ve broken it down into eight steps.
Some people, we’re getting feedback that they take a step a day. They’re like, “Okay, this could be a bit overwhelming. I’m just going to do one of these steps every day.” Some people are like, “Look. I’m ready to go right now,” and how this PDF is set up, is you can click right on the links within the PDF and go the appropriate piece of content and when you’re done, you can hit, check here. In some browsers I can check this box. It doesn’t look like I can check it in my browser but it actually wasn’t meant for you to be able to check the boxes electronically. The goal is, maybe you print this out and then you work off of it and the digital version will let you go exactly to where you need to go.
What I would love for you all to do is download this and give me some feedback on how it’s working for you. If you’re a consultant, please use this. Give this to your clients, the people that you’re signing up, give it to them and see if that helps them. We also have all of these links below, where you can connect on Facebook, our select channel, our ActiveCampaign forum, follow us on social media, and come to office hours.
This is on in the checklist and the checklist … Let me get this out of here. Is part of the manual here and down here, we’ve got migrating information, if you’re new to marketing, automation, how to get started creating your first form, how to manage your contacts, how contact management works, I should say, setting your first campaign, email deliverability, creating your first pipeline and creating your first automation, all in one spot. This has been something I’ve been working on because I’ve had you all in my … And in the footer, of course, you’ve got more resources and help. Okay. So, let me give you all this link, copy it, putting it in the chat right now. There it is.
Yes, Miranda. This is exactly … In our Facebook group, we get one question practically every week and it’s like, “Hey, new to ActiveCampaign. What are you guys doing to get started?” So, this is just the beginning in the spirit of ActiveCampaign iteration. Based on how this performs, we may change some stuff, add some stuff, pull some stuff away but the ideal is to give you something, a simple one stop shop for you to be able to work off of getting started because getting started shouldn’t be complicated at all. At all. So, this is our way of making that easier for you, easy as possible. That’s one thing and then if you all haven’t seen some of these features … Let me see if I can demo some of them. One of the things I just want to highlight too, you may be new to ActiveCampaign, you see how you have all of your automations once you start building automations, don’t forget about our automations map. This is going to show you how all of your automations interact or connect with one another. So, if I click on event registration, you see that event registration starts an automation called pre-event follow up. If I click on pre-event follow up, look, you’ll see that it also has a couple automations and right now, we can see a flow. We can see a marketing flow. People register for the event, right. Before the event there’s some follow up and then we determine if they attended or not. Right, all from our automations map.
What happens if I go to attend? It shows you. Yep, look a that. It shows you what sends it into that one. What happens if I go to no follow-up? It lets you know the pre-event follow up is the one before that. So from here, I can quickly get …Look at this. I can quickly get my performance data. I can see the campaigns that are in there and then I can also go into the automation itself and edit it, right here.
So, the automations map is an amazing tool for you all. All right. Great. Look at Greg. Greg, you know what, Greg, I’m gonna say welcome because I haven’t seen you on before. If you’ve been on my apologies but I just didn’t recognize the name. So, thank you for asking your question Greg and I’m gonna answer it right now. All right, So, Greg, says, “I’d like to do an advance search of contacts using date added. I see date subscribed as a search option but not the date added to ActiveCampaign. Do you know if there is a way? Thanks.” Greg, Oh my goodness. You’re growing on me man, already. It didn’t take long. I really like this question and I will say it highlights something. Perhaps, this is a feature request.
Oh, you know what? By the way, I didn’t tell you all how to submit your ideas. Let me put that in here. This is where you can make all your feature requests and we made it public, so that people can vote on it. So, now, look at this. Get a simple undo feature. Look at that, 156 votes. Okay, we’re in feature consideration. That one will probably move to planned or something like that, the ones with the highest votes, right. So, if there’s an idea of yours, feel free to put it in there and let people vote. Let the people guide the development but let me answer your question.
So, here’s what Greg is saying. To get to an advanced search, it’s a little bit hidden right now. When you go to contacts and you select, search contacts, you can select advanced search, all right. In doing so … And you know what, before we even get there, let’s just look at our defaults here. So, we have name, email, phone, organization, tags, date added, social, and some other ones we can add. We can add all of these. All right. So, let me see. Oh, okay. So, we have date added and what Greg wants to know is can we filter? Can we do an advanced search, which we should be able to do since it’s there, right? Let’s see. Contacts. Contact details.
So, this I what Greg is saying. Do you see that? It says, date subscribed but there’s no option for date added, which is kind of weird because we have date added as a column. Let me see, custom feeds. Let me see, dates. Yeah, yeah. So, here’s the work, Greg. How do you see those. So, Greg, here’s what I recommend doing and this actually has many applications, many reasons why you do this. Watch this. If you wanted to, I’m going to have … I’m going to say subscribes to any list, just once. I want this to run one time, Greg. Here we go. Watch this. If it does that, what I want to do is update the contact. Let me get out of here real quick. I forgot I needed to do that. I need to add a custom field first. So, just follow. Hang on. Hang on, Greg. I’m going.
So, what I want to do is go to my custom fields and select manage fields from forms, custom fields, I’m gonna do a date and I’m literally going to name it, date added, since that’s what you’re looking for. All right, now that I have that, we can go back into our automations. The one that I have here and let me name this so I know that, Greg, you asked. Okay. Greg, Riker is saying, he would like to know your business use case and the difference between date added and date subscribed.
So, when somebody is added to any list, this means they could fill out a form via API, whatever. Whenever they subscribe to any list, that essentially means that, that is the time that they were added. So, at that point, what I want to do is go to contacts and say … Where am I at? Update contact. I’m gonna go to date added and I’m going to say current time and hit save. Now, guess what? Since this is only gonna run once, whatever date is in this field, is the date that they were added, Greg and from this point going forward, as long as you have this automation up, that date added field is going to tell you … that’s gonna be what you’re going to run your advanced search off of. Okay.
So, now I can go to contact’s now and in my advanced search. I can go to custom fields, click on date added and then I can say is before, after a particular date and then create, find my segment that way. All right. For all of you who may not be that familiar with ActiveCampaign, what I just walked Greg through, is how you build segments. How you get segments and how do you find specific contacts and that’s done by going to the contact page and then selecting search contacts and hitting advance search, advanced search. Okay.
All right. So, Greg says, ” I want to export a list of contacts that have been added to ActiveCampaign since a particular day. They may or may not have subscribed to a particular list.” All right. So what I would say there, Greg, is your just gonna need to educate this automation whenever contacts are added. So, maybe it’s contacts subscribes to any list or maybe there’s a tag. Maybe you’re not subscribing them to a list, maybe there’s tag that every contact gets. Every contact that isn’t subscribed to a list, maybe they’re added through your API and however they’re added, just make sure that you run this action.
I like to have one automation that is central but yeah, Greg, is you’ve got another automation that just pulls in the API, just add the same action right there, and it will make sure that, that custom field is updated. Yeah, you’re very welcome, Greg. You’re very welcome. No problem. No problem at all. All right. So, let me see. Yeah, Riker. I know. I know. I got you. I agree Riker. All right and like I was saying everybody, to do that, this is contact management. So, as you collect data on your contacts, you’re gonna want to find contacts who have that data and do to so, you just hit, search contacts, and hit advanced search, and this is our segment builder. This is how you build segments and you can do it by a plethora of options.
So, for instance, if we wanted to know everybody who has been sent a particular email, I can do a search and what ActiveCampaign will do, is it will come back and say how many … This is a test to council. Of course, I don’t have any people. Let me use something that I know is real. I can do something like maybe somebody has not entered a specific automation and this should be practically everybody in my list. You see that. 173 people have not met that condition. What’s the condition? Well, the condition is they have not entered the no-show follow up and if I want to save this as a segment, I do that right here. I click, save as a segment, I’ll just say, not entered, just for the sake of this and at this point, you may be wondering, “Okay, where do I access the segment? I just saved it. Where did it go?” It did kind of disappear right.
Well, if you click on, lists, by default, every segment that you save is accessible through every list and look at that. Right on this dropdown, where it says, list, if you select segments, there it is. You see that, now enter and from there I can select it. It’s gonna tell me my criteria. See that. It has my criteria. I can edit my criteria and then I can also say, “Hey, wait a minute. Don’t apply to these lists,” and he’ll say … There we go. If I go back in my segments, that segment is still here but I forgot which ones I unchecked. Which ones did I uncheck everybody? You see how I unchecked Jessica’s subscription? So, now when I go down to Jessica’s subscription right here and I say, segments, you’ll see that not entered segment is not available. Okay?
All right. Riker says … Here, let me put this up Riker. While I’m doing this, just for me to get a pulse of who’s in the room, if you guys could, I really would appreciate it if you could just drop a note in the chat. Just let me know what area of the application you’re working in this week. Are you in automations? Are you in contacts mainly? Are you in the deal CRM? I’m just curious. You could just … It doesn’t have to be long. If you could just type in automations. I just want to kind of get feel for where you all are at.
All right. So, Riker, says, “So, if you go to Campaigns, click lists, and then send to a segment, does it only send to the people who are on the list and in that segment?” Yes, Riker, yes. Here’s what’s gonna happen. Good question. Watch this. Well, let me not say yes until I actually emulate this. Campaign. Okay, Miranda, just getting started integrating last week. Okay, great, great. Ed, on a free trial and [inaudible 00:24:26]. Oh, great Ed. Listen, you all are making my day. If you can’t tell, I’m smiling very large right now. Let me say, Riker, email.
Let me address those two and keep them coming everybody. I want to see where everybody’s at. So, Riker, look at this. So, let’s say I did, add espresso and then Jessica subscription list and then I go select a segment and then the one that I just created, not enter. So, we know that I just removed the Jessica’s subscription list from being included in this segment, right because I unchecked the box. So, now, what this is going to do is this segment is going to send to contacts who are only in the lists whose boxes are checked under the segment and whose boxes are checked here. There’s multiple levels and this is why, honestly everybody, especially for you two getting started or more of you who are getting started, this is why I recommend handling multiple lists very carefully because things can get very confusing, very quickly when you have multiple lists and sometimes it’s just hard to keep track.
So, try to keep it at a minimum as far as the list being used per functionality or per integration is kind of how I like to break them up. Yes, So, Riker, what would have to happen is, in order for me to send to this not entered segment across Jessica’s subscription and add espresso, these boxes would have to also be checked under the segments and list too. It’s a two sided check when you’re dealing with multiple lists like this. If you’ve just got one main list, then it makes sending to segments extremely easy. All right. So, Miranda, welcome to ActiveCampaign. No problem Riker. Thank you for asking that question. Since you’re just getting started integrating Miranda, one thing I would like to highlight because we do have this too. ActiveCampaign. How do I spell Campaign? There we go. Migrate, we have migration services here. If you need help getting the data in. I do Miranda, I highly recommend … Let me put that link. What just happened? There we go. Let me put that link in the chat just in case, if you didn’t have it but I do highly recommend for those of you just getting started, this video on the manual is a really good one. It will give you a quick overview of the entire app and what you need to be doing to get it started, to get started with ActiveCampaign. So, I highly recommend that one and you new folks, you are goal to me right now. If you want to download this checklist and go thought it and let me know how it was.
Yes. You’re very welcome, Miranda. You are very welcome and then Ed, you’re on a free trial evaluating the product and so far incredibly impressed. Ed, if you want to use this time to talk about a specific thing. If you want to tell me a specific area in your business you’re trying to impact the most right now, I can at least point you in the direction of what area in the app to focus on, just so you don’t waste time, you know. You’re assessing the product, those 14 days, you should be able to push it to the max, right because you want to know Ed. Being honest, I know I’m here at ActiveCampaign but if I take my ActiveCampaign hat off just for a second, you want to know if this tool can do for your business what you need it to do. I think that is very fair. You know what, I’m keeping my ActiveCampaign hat on while I say that. That is very fair. If we can’t, shame on us, and no harm, and you’re going elsewhere but during that trial period it’s important to be able to push it to the limits.
Ed, I’m sure there’s some basic things that you would like to know how to do but at the end of the day, there’s probably two to three things that it’s like, “Look, this tool has to be able to do this for my business.” So, you can use office hours for direction on quickly understanding if it can do those things. Okay. All right. There it is and Riker I see … Let me see … Okay. Got you, Riker. I’m gonna answer that too. Ed, thanks for asking Ed. If you guys can’t see, I just want to encourage everybody to get their feet wt in this marketing automation space. It’s such a great space to be in.
All right. So, Ed says, “We’re a broadcast business looking to use marketing automation to build new leads and also to communicate regularly with clients. Also, drip campaigns for new people and all integrated with the CRM.” Perfect. Perfect. Ed, here’s radio stations. Let me put that in here. Ed, I’m gonna give you a few things man. Oh, this is gonna be good. So, you want to build new leads and also communicate with clients. Okay. Yep, Riker. Have a good one man. Always great to see you on. So, in radio, your platform is your voice. So, just being able to have short URL’s are going to be great, Ed. So, something that you can do, you may need your tech team to do this, but something that you can do to capture information from listeners is if you have a URL, just for the sake of this, I’m gonna say, Ed’s station or
You say, “Hey, listen, we want to give you all something special. All of our listeners go to, and when you do, we’re gonna ask for some basic information. We want to get to know you a little more, send out some communication to keep you in the loop, give you the inside scoop,” whatever your audience wants, your clients and new leads, right Ed. Then, in your website, when they type in … What did I call it? it can redirect. You can set it up to where it redirects to an ActiveCampaign form.
I’ll say Ed’s special. Simple form. We’re gonna subscribe them to our main list and watch this. So, right here I can do something like, “Hey listener, grab your,” and whatever you named it below. We could just say something like, “Fill out the information below to join the exclusive group and get something.” So, we’ll be very descriptive and then now, whatever you want to ask them, check this out. Check this out Ed. When I go to integrate this link, so, look at my URL. I would say and right when I hit enter, what’s gonna happen is it’s gonna take me to this form. It’s an easy way to capture leads on the radio for you, you can give them a nice easy URL. It can go right to an ActiveCampaign form. Right when they fill out this form, it can capture their information. Ed, do you want to take it to the next level? If we wanted to, if we so wanted to Ed, we could have an automation that does this. I’ll say, a star triggers when they submit that form. I forgot what we called it. We called it Ed’s special. There.
When they submit Ed’s form, you could do something as simple as adding the deal right there. Adding a deal. You could name the deal, select which pipeline it would stage, and what that will do, is you can kind of tie the offline radio to online and into your CRM and then based on after they get the deal … Here, let me just give it a name. Radio special claimed. The value of … Value, this is $500.00 and I’m just going to select … I’d didn’t set one up. I’ll do training and then hit save. Ed’s radio to pipeline. All right. So, right there they have a deal created after they’ve submitted the form and that deal is going to go in a pipeline and here we can start dripping out emails right here. We could wait, maybe we want to wait a day or two and then send an email. Oh, let me stop moving so fast. Ed, if I hit this plus and I say, wait, I can go for a specific period of time, wait for one day, hit save, and then after a day …
So, they fill out the form. They get added to our CRM, added to a pipeline in our CRM. We wait for a day, and then we send the email. Create the email. Create email. I can go in here, select one from a template. I’ll just use this design. [inaudible 00:35:39] club. Something basic and of course, we don’t have to use this language, and then in here I can go and start building out my actual email. I’m just gonna hit save and exit for now just so you can see how a drip campaign can look. I try to hit everything that you were trying to do in one automation, so you got a form in automation and then home, you’ve got some drip email coming.
Ed, here’s the thing, based on the input here. Maybe you have a radio button or what not. Based on what they put in, it could even add them to a different pipeline. So, maybe you’re like, “Hey, are you currently broadcasting on the radio?” Or “Hey, which one best describes you?” One says, “I’m currently broadcasting on the radio.” Another one says, ” I’m not currently broadcasting on the radio,” and another one is, “I’m retired from broadcasting on the radio.” Whatever, right. You have three options and based on those three options, you can now add them to your appropriate pipelines. So, you would have one of these emails, one of these automations for each option. So, that’s another way you can leverage this.
Ed says, “We have communication with both B to B advertisers and B to C listeners.” Okay, so he’s communicating with both advertisers and listeners in mind and it looks like we can do both really well with this. Oh, absolutely. The CRM for you Ed, especially for the advertisers is going to be huge man. It’s going to be huge. The CRM because you can keep track and you can have a snippet on the radio, “Hey, if you like to be a sponsor and advertise on Ed’s radio, we’d like to send a special invite.,” and then when they go there it could take them to a separate form. You see what I’m saying? Get that information, add it to a pipeline in ActiveCampaign, that perhaps maybe somebody on your team is dedicated to nurturing those sponsors. So, maybe they reach out to maybe you have it automated, where it sends out a link to get their basic information on what kind of sponsorship packages they would be interested in. Maybe that’s your email here, is to say, “Hey, here’s our sponsorship package,” and it delivers them a PDF and they download it and it shows them all the packages, the next steps on how to get started.
Yes. Yeah, Mark, you bring up a good point. Let’s use that. Mark comes in with the heat. Mark doesn’t even wait He just comes in guns blazing. So, now, and let’s say, in that same vein Ed, that you have that individual on your team, that’s dedicated for your sponsors and that email goes out right. So, the email goes out and it says, “Hey … In fact, I’m gonna do that. I’m gonna just do this. Okay, we’ll create it first and then send the sponsorship package. Just act like there’s a sponsorship package and then what we’ll do, is we can assign a task. We’ll wait a minute. We’ll give them a couple of days to review. No, I can do that in the task. I’ll assign a task. Okay. I forgot which pipeline I used. Oops. Just a training maybe. This task is to call and it’s due after a couple days. [inaudible 00:39:47] task, call sponsor, follow up with sponsor. Yesterday they filled out a form interested in sponsoring Ed’s Radio Show. Follow up to see if they’re ready. It’s a call. Save that one.
How do I assign this one. I haven’t done this yet. Let us see. We’re all on a learning journey together today I see. Let me know Mark if you know. If you know the step I missed. All right. Right here. When the task is assigned, the task assigned is an email. Oh, so do I need to go here. It looks like it’s a personal task and not deal task like if I go to contacts and do … Anyways. Oh, wait a minute. Did I miss a … Oh, wait a minute. Did I miss a [inaudible 00:41:35]. Update the owner of a deal, assign it to this one. Oh, look at that. Complete task too. Completed task [inaudible 00:41:42]. I think this was new too. Can’t remember everybody but it’s here. Here’s our task assignment right here. To many you assign the task. That’s there. Oh, okay. We don’t have it automated yet. That makes sense. I was gonna say, I know I’m not crazy. Yes. It’s all manual at this point.
Ideally, what we’d see is right here where it says assign task. It will probably be right here and then you can assign it automatically. Yes. So, we’re gonna add this task to call and what’s gonna happen … No, Mark, you’re fine. Check this out Ed. This is kind of exciting. You’re on the radio. You say, “Hey. If you want to sponsor,” they go, they fill out the form, right Ed. They fill out the form and they check, I want to be a sponsor or whatever you’re using to identify that they want to sponsor. Then they come in, they get this deal created. It’s on the pipeline and then they get a task to call. Now, you get the notification and at this point Ed, you can say, “Okay, I have time to follow up.” You’ll be able to see the type of sponsor. So, maybe Ed, excuse me, you’re like, “This is a big sponsor. I’m gonna follow up with them,” or you say, “This is a smaller sponsor,” you can then assign this task to someone else. You can assign it to someone else.
Let me show you what it looks like. Let me send my fake twin brother Phil through this because I want you to see exactly what this looks like Ed. And everybody, feel free to ask your questions as well if you have any. I just wanted to really make sure you all can unlock the power that you need to as soon as possible. Let me add. Come on Phil. For those of you that are new, Phil does not exist in real life. He’s purely fictitious. Ed’s Radio to pipeline. Hit okay. So, now, I’m in there. Watch what happens. Let me just make sure. I’m probably moving fast. I’m sorry Ed. I know you’re still getting used to the platform. Let me slow down. I’m just clicking buttons like you know exactly what I’m doing. I’m on the contact record and to add a contact to any automation, right under automations, you can hit this add button, type in the automation as you saw me do. Select it, and then hit okay. That will add them to the automation.
Next, what I want to do is select that automation that they’ve been added too and I can view their progress. Okay. This is good for trouble shooting. So, when I select view, you’ll see that they were added manually. They didn’t do that star trigger. They’ve got the deal. They’ve got the task and now they’ve got the email. So, at this point, I’ve got a task assigned to me that says call this company because they’re a sponsor. Now, depending on the size of that sponsor, I may want to assign that task to someone else or I may want to keep it. Let me go back to my … So, you’ll get an email Ed, and it will show you, “Hey, you’ve been assigned this task.” Look at this, call in two days and it’s got the information right here. Yesterday, They filled out a form, interested in sponsoring Ed’s Radio Show. Follow up to see if they’re ready. Okay. I say yesterday but it’s not really yesterday. I’m just saying, we can be explicit there.
Now, when I go to deals, where is it? This one right here. You see this deal here? Right now this is where I should be able to assign. So, you’re like, “This is a smaller sponsorship. I don’t really want to waste my time on this.” You can go right here to edit the task and look at this, you can now assign it to someone else on your team and hit save. Now, they’ll get a notification. They’ll be able to read this and say, “Oh, Ed wants me to follow up with this sponsor in a couple days,” and then you can even add an alert just to keep them honest. All right. That’s an example Ed, of in your trial, since you’re just getting started, something that you can set up and have running and it would actually show more accurately if ActiveCampaign can do exactly what you need it to do for your business. That way, at least you can say, “Look, I tried it. I did exactly what I need it to do. It couldn’t meet my needs, so hey,” but more than likely what you’re gonna do is, you’re gonna try, and be like, “Oh my gosh, I got something set up, it was fairly quick and it’s working,” and then your appetites gonna grow Ed, and you’re gonna want to do more and you have more ideas and everything.
Thank you all so much for being brave and putting your comments in there everyone. Yes, Ed says, “Love it. This does what we need. Our challenge will be getting people to the form.” Yes. Yes, it will. It will do exactly what you need. Mark’s got some comments in there too for you in there. Ed, this where I would love to hear some follow up from you Ed, if you want to come back on next Friday or the Friday after because right now, you probably have a website and then you do your radio broadcasting. So, radio broadcasting would have their own URL. So, you would give the people one the radio, Ed’s radio, whatever your domain is That’s only given away on the radio so that when you look at how many people have visited that link, you can see how many listeners you’re converting to actual prospects in your business and then more than likely you’ll have a website too. So, your website is probably how people can find out about the radio show as well, or you can push people to the website to get more information and whatever you mention.
So, if you’ve got guests or something, you could push them to the website and say. “Hey, go to the website and download these resources.” Right now, when they get to the website, you can have this Ed, right here in settings and under, if you go down here to tracking, you can have sight tracking on and I’ll say and add that. So, now it’s in there and then you just need to copy and paste this and put it on your website and then when someone is in your database and they go to your website, you can start seeing which pages they visit.
Oh, Ed, I don’t want to over complicate this but you know what you could do Ed. You could say, “Hey, make sure you go to get your new listeners special package.” Oh, this is good. You could give them the new listener package here and have them fill out some information and you can even put in the subscription, “You’ll be emailed the special package. Make sure you check it,” and then right after this, when they hit submit, you can have the thank you page or the success page go right to your radio show website and the reason why I’m saying this may be a good idea for you Ed, this is a little different lead you in strategy by turning your home page into a thank you page. The reason I’m saying that is because right when they fill out this form, they’re tracking that … That tracking code that I just showed you to set up, this will be active so now, you can track what pages they visit and perhaps you want to see your listeners who grab this guide or grab this offer from you, when they hit submit they’re gonna be instantly taken to the website and maybe you’ll see trends on pages they visit.
Maybe they’re always clicking on previous episodes or maybe they’re clicking on a specific thing on your website and that’s gonna give you insight into what they’re interested in. Then it’s this constant process of putting something out there and then measuring it. Putting something out there and measuring it, until you find that formula for generating leads on your broadcast. So, anyways, without knowing a whole lot about your business Ed, I hope this was enough to kind of get the juices flowing and say, “Let me think about that.” So, by any means, do not feel like you have to use this information. If you disregard it, that’s fine. You are the expert in your business. I just wanted to help get the wheels turning regarding ActiveCampaign.
Can we read the tracking cookie on our site? What do you mean, can you read it? Oh, yeah, that tracking cookie, this one that you put on your site, what it will show is on the contact record, it will show what pages that contact is visiting. All of that will be on the contact record. So. Let me see. Phil has everything. I wonder if he has visited some pages. He should have. Let me see. You see, on the contact record I can go to all activities and just do site and event tracking and there we go. So, now I can see all of the pages that Phil visited and went. So, he visited these few pages. So, this will be really good for you too, so you can even see what pages sponsors have visited, so that before that call, you’re educated even more on exactly what they could be interested in so you know how to position the packaging and everything on the call.
This is all at your disposal everybody. This is just one example. This is just one example of what you can do with ActiveCampaign and this is one example of what office hours is and who it’s for. You all who are looking to get started, this is a perfect spot for you. I want to thank you all for attending today. We do this every Friday at 1:00pm and you are always welcome. They are recorded. They will be placed on the website. Here’s where they are Miranda because I know you asked that earlier. and if you go down to, I think it’s videos, yeah, videos, you’ll see all of the office hours are there as well. Yep, No problem at all Miranda.
Thank you all again, for attending office hours. I’m Chris Davis. It was my pleasure. Have an amazing weekend everybody. I hope to hear success stories on the next office hours on things that you tried that worked well for you and as always, I’m here to help you for things that did not work as well. Hopefully, I’ll be able to see you all in person next week, Monday and Tuesday, at Activate. If not, can’t wait to see you all on the next office hours. Have a good one. Stay safe and enjoy your weekend everybody.