Video tracking, using pipelines to manage shipping fulfillment

Recording of Office Hours hosted by Chris Davis on February 20, 2018.
Topics covered in this session:

  • How to use landing pages and site tracking to track videos watched
  • How to add and edit labels in the new navigation UI
  • How to use a pipeline to track shipping fulfillment of customer orders


Chris Davis: All right, here we go. This, what you’re looking at is the new navigation. As you see, it’s no longer at the top. It’s to the left. What I always like to point out is that there used to be, in the old nav, when you went to a page, there used to be a sub-nav button up here that a lot of people missed. Now, all of those sub-nav items are right here, on the left. A lot of people are like, “Oh. There’s new features. There’s new settings.” These have actually always been there, we’re [00:00:30] just making them more visible. That was one of the reasons for the new nav.
One of my favorites is this. I know I’m always talking about this one. Look at this, in the automation builder, I still have access to go any and everywhere. You remember in the old nav, access anywhere else was taken away. You had to click on automations to get to the automation page. Then, you had the old navigation.
There’s something I just realized. You’ll notice, now that [00:01:00] the new nav is over here, our labels are not displayed to the left, but look at this little pencil. Oh, good job. I didn’t see, this pencil didn’t used to be there. This is how you can edit them, and if you want to sort by the label, you do so right over here, and then it will sort by labels this way. This is how you edit the labels, there we go. Select the label. Here’s the status, drafts, active, and [00:01:30] inactive. All of those settings that were to the left are now right here, those two settings are now right there.
Yep. That’s new nav. Let me get into the questions I had. I think I had a couple in email that … Let me just make sure. Oh, I’m getting people to submit to be a [00:02:00] guest on the podcast. Here, I really enjoy when you all come on the podcast. This is the link. I’m going to make this more prominent on the website for you all. It’s podcast guest. Let me copy this. I’m going to put this right in the chat, everybody. If you know somebody or you are that person, please visit this page and fill out this form to be a guest on the podcast. [00:02:30] All right?
Let’s get to the questions. Remember, type your questions in the chat at any time. Steve, are you on? Steve, you are on. Okay, so I’m going to answer your question, Steve. All right. Hold up. Steve, I’m not sure if I’ve seen you on Office Hours before, so welcome to Office Hours. Glad to have you on, man. Glad to have you on. [00:03:00] Let’s get you, I thought I had this open, but see my Mac closed out my applications. Steve‘s question is as follows, he signed up for Tuesdays, Office Hours, he has a new start-up that will launch in March. They’re using automation for Marketing and subscriptions program delivery. Since AC does not embed video in the email, he wants [00:03:30] to send traffic to a video thumbnail based on a click. They click on a video thumbnail in the email, and it sends them to a landing page from Lead Pages.
He sent the question to support. Okay, oh, there is more to this. Essentially, and Steve, correct me if I’m wrong. When I read through the rest of the email, everybody the reason why I didn’t put the rest of the email up, it’s kind of split up into support ticket and everything else. What I gathered [00:04:00] from it, Steve, is you would like to see how much of the video they watched, and based on how much they watched, you would like to send them to the next video, right? I think that was the big thing, because I know you can put the thumbnail in an email and link to a landing page, but I believe you wanted to trigger an email based on them viewing the last video. You needed to be able to get feedback [00:04:30] from the video that they watched it, and then that would then send off the next email or something similar to that.
Steve, let me know in the chat. Make sure that I have that right. I just want to make sure before I answer, because I do have an answer for you on this one. Just let me know, Steve. All right. While Steve is doing that, Mark, I think you had a question [00:05:00] up here. All right, scenario and desired outcome. All right, Mark, I think I missed your comments when I was there. I don’t know what the scenario and desired outcome is. Our contact in AC books a meeting via Acuity, but uses a different email address. Is there a way … Okay, here it is. All right, all right. There we go. I [00:05:30] got it. I got it, Mark.
Steve says, if they watch a series of videos, how will I know where they left off so I can send them the next email. All right, Steve, there’s two ways. There’s two ways that you can do this, okay? Let’s go over them. What am I doing? I’m going to build out an automation. Here is what I mean. [00:06:00] Let’s just say you have a form, right? They’re opting in somewhere. You have a form, doesn’t matter which form at this point. Actually, I don’t want to do any form. Anyways, they opt in and they get video one, right? We’ll call this Steve Video One. Create that. We’ll look at our template. Do I have one that just has a quick video on [00:06:30] it? If not, I mean, this is all extra credit. All right, here we go. Use this design. Here is video one. Okay?
You’ve already done all of this. What Steve is saying is that right here, when they click this link, they are going to go to a landing page that has that video on it. Okay? The first way to do this, Steve, is [00:07:00] difficulty level number one. This is a very small, it’s not a large difficulty. The flexibility is just as limited. All right? Very easy to do, limited flexibility. That would be to highlight your thumbnail in your email. You see this goes to a YouTube link. Add an action, and add a tag that simply [00:07:30] says something like this, “Action: Watched video one.” Okay? Click okay. Sorry about that. Sorry about the sniffling, everybody.
If I go back, you’ll see that that tag is going to be added when they click the video. Now, here is the catch. They could click this link and not watch the video. That’s the area that I can’t really [00:08:00] take account for, but this is safe to say, “Hey, they’ve clicked this link to watch the video, especially if the video auto plays on the receiving end. All right?
Now, at that point you have this email up, and you’re tagging them, and you’re going to do this for every video. Now I can do this. Watch this, Steve. I can do a ‘wait until’ okay? I’m going to wait until Actions, Has Clicked On A Link, [00:08:30] and I’m going to select that link. Wait until they’ve clicked that link, okay? Then they will proceed. Yeah. I’m going to do wait until they click that link, and they’ll proceed. Then, after they’ve clicked that link, I’m going to send them email number two. I’m not saying this is how you would have to set it up, because this is … [00:09:00] Maybe you want a delay in there. Maybe after they click the link, you want to wait a day. That would be fine, but here we go, use this design. You see what I’m doing?
Here is video two. Okay? What we would do here, of course, same thing. You see that? I’m going to go add an action button, this time I’m going to add a tag [00:09:30] for video two. What did I call it? Yeah, I’ll use the action. You can use whatever categories you want. Video two. Okay? You see that? Now when they click this link, they’re going to have that tag added. You’ll be able to look at the contact record and see which videos they’ve watched, okay? That’s to answer your question, “How to know [00:10:00] where they left off so you can send them the next email.” Like I said, you may want to wait a day.
Why would I wait a day? Maybe I don’t want to overload them, or the flip side is, maybe I do want them to be able to consume my videos as fast as possible, kind of set their own pace. Excuse me, I have to sneeze. [00:10:30] All right. Let me see, Steve, video series. All right. You could do it either way.
Now, Steve has a follow up. Okay, “How do I put code on the Lead Pages to communicate back to AC to let me know if they’ve watched Progressive Emails in Lead Pages. They watched two out of five videos in Lead Pages.” You wouldn’t put the code [00:11:00] on Lead Pages at all. What I’m saying is, you’re going to track that in ActiveCampaign. When they click the link in the email, they’re going to have a tag on the contact record. Let me show you. Lead Pages has nothing to do with it at this point. Lead Pages is just hosting the video. If Phil were to click that link, what you will see here on the tags is Action, [00:11:30] Watched Video One. Okay? That’s what it would look like. Action, Watched Video One. You will be able to tell on the contact record which videos, okay?
Now, wherever … you know, like I said, it requires them to click the link in the email, of course. You don’t need them to go a lead page, and then Lead Pages [00:12:00] say, “Hey, this person watched a video.” That would be difficulty, I would say, level eight. I’ll show you how to do that, though. That’ll be difficulty level number eight. I would recommend starting off here, and seeing if this does exactly what you need to do. For most people with video series, this does what you need to do. This is like the broad level of insight. We can get more granular, right? Now, let’s say, you only wanted to give them [00:12:30] the next video link.
Hold on, Steve says, “But if they click the next video in Lead Pages and watched two out of five videos, I would not know they watched the second video in Lead Pages.” All right, how about this? I would recommend in this case, we’re sticking with the same thing here. I would recommend you go here. I’m confused where the settings are now. Under Tracking, turn on site tracking. If you put this tracking [00:13:00] code, for this to work, you’re going to need to put this tracking code in the header of your lead page.
Now, with that being said, I recommend using Lead Pages Domain Mapping Tool. For instance, if I was using ActiveCampaign I would say, and add that, and this domain, LP, [00:13:30] this sub-domain I should say,, I would map it to Lead Pages. You’ll have to reach to Lead Pages to show you how to do it. The reason why I’m saying to do this is because you’ll need to add this, or you could just do, I think it’s, I believe that’s the default. You’ll have to look at what your URL is.
You’ll have to add this to ActiveCampaign for one, and then you’ll need to add this tracking [00:14:00] script in Lead Pages in the header or footer of the page under their analytics. Do you know why I’m having you do that, Steve? I’m having you do that because now you’ll be able to track the pages they visit. Okay? I can go back to our automation and do this, okay? Wait until they’ve clicked the link, or they visited. See this? Actions, [00:14:30] Has Visited … No, no, no, I don’t want Actions, I want Events. Site Event Data. See this? Has Visited, URL Contains, and it’ll just say I think it’s your business though, so Lpages.Steve? Or is it Steve.LPages? I can’t remember how they do it. [00:15:00] If they visit this URL, or click that link, then they’ll go.
Can I paste the actual URL of the LP there? That’s exactly what you would do. Do not do what I did, Steve. Don’t try to type it in, because you’re prone to errors. I would go to your Lead Pages page, grab that URL, and put it right here. All I’m saying is whatever the sub-domain is, whatever this is, has [00:15:30] to be added as a domain here for site tracking to work. In that way, like I said, now if … Because what I just figured out, what I pieced together is that when they go Video One, you have a link for them to go to Video Two. If they click that link to Video Two, they no longer need email for that link. Now, what I would argue and say is I think it’s a … I’m not saying that’s not optimal. That may work for you.
I also [00:16:00] think it’s a missed opportunity to get some email engagement. If you put down at the bottom of that page and say, “Hey, video number two is on its way. I just sent you the link.” And they have to go to their email, open up the email, click the link to video two, and get to it, that would be a way to make this a lot easier to where the only way to get to the page is to click a link in the email, and it will help [00:16:30] your engagement status with your audience. It will show that they’re going and opening your emails and clicking on them. You have two options there, but this is definitely another way if you were like, “Chris, you don’t get it. My business works to where I want them to be able to click the next video right from video one. I want them to be able to sequentially go through it.” That way, you’re going to have to have site tracking to [00:17:00] see which video they’ve gone to.
Now, if they’ve clicked the link or if they’ve visited that page, and I could do the same here, right? I can copy this down, and go back here, and change it. Hopefully, this makes sense. Oops. The URL contains “video two”. [00:17:30] Okay. Now, if I go through this whole set up, they submitted the form, got the link for Video One. They go watch Video One, wait a day. Maybe they’ve watched Video Two, Video Three, Video Four, or whatever. Oh well, do I want to send them? I guess you want a goal now. Now it’s all changed everybody. Now I have to use a goal [00:18:00] because I want them to progress.
But do you? I feel like if they have emails … What I want to do is delete the one day. Here is where I was toying. I was about to say, “Don’t send them an email if they watched the video, but you would be shooting yourself in the foot, because those emails now serve as kind of like their email inbox documentation, right? Of where to find those videos [00:18:30] again, because the chances that they’re going to save the URL are slim to none. They’re not going to remember it. Another aspect of emails that people often forget is how easily and how often they’re shared, forwarded, all of that, right? If somebody says, “Hey, check out this video.” They’re not going to copy the link, go into email, send it out via email, it’s more like they’re going to forward your email to somebody and say, “Check out this link.” Right? I don’t want [00:19:00] to use goals.
In fact, if they come in, they watch Video One, okay? Because they clicked the link. They’re on Video One’s page. As they’re watching the video, they get the email for Video Two. Video Two is in their inbox. However, they don’t go to their inbox. They just click the link to watch Video Two. I catch it right here because they visited Video Two’s URL. Then, I send them email number three.
Now, they could watch the entire series. They could watch all five videos by just clicking next, [00:19:30] next, next, next, next, right? Given that I have tracking set up, guess what. When they go back to their email they’ll see, “Here is Video One, here is Video Two, here is Video Three, here is Video Four, here is Video Five.” That is not, trust me, they are not going to say, “You’re spamming me.” In fact, they’re going to be able to, now, go back and watch whichever video they wanted from their email. It’s a convenience. It really is a convenience. Especially if your video series is catered to exactly what they’re looking [00:20:00] to get from you.
I hope that makes sense, Steve. Let me know if it doesn’t, but that should make sense. This exact type of automation will help you. Okay, Steve said it makes sense. You’re very welcome, Steve. Thank you for asking. Thank you for asking. Steve did send a flow chart that helped me as well. I just didn’t put it up. Thanks for that. Steve, let me give you this. Let me give you this automation [00:20:30] just for your record. That was another Steve. This wasn’t you [inaudible 00:20:40] this was probably a different Steve. I should put Steve P. That’s what I should do. Let me put your name on it so I know who is who. I’m going to put this automation in the chat for you. Video series: Automation. It is in the chat so you can import [00:21:00] it right into your account. All right. I wish I could rename it right from there. Good suggestion, Chris. I’m going to suggest that. Now, Steve [Diller 00:21:14]. All right.
Okay, back to you, Mark. Mark has something to say too. “If the videos are on a unique page, you can use the page tracking.” Yep, yep. Yeah, we were one in the same on that one, as always. Mark, [00:21:30] do I still, nope. I just deleted what I copied, Mark. All right. Mark has questions. Remember everybody, you can ask your questions at any time. Any time during Office Hours. All right. Is there a way to check if the email used to book the Acuity meeting is not already in AC? Meaning a new duplicate … Oh, right, [00:22:00] right, right. If the email is different, send the admin an email notification a different email was used.
That’s a good one. What Mark is talking about, if you all have ever seen … Oops, I’m on the wrong screen. You can’t see me. This is what he’s talking about, Acuity scheduling. Similarly like [inaudible 00:22:23] and all of that, right? They go here, and they register … I mean, they schedule some time [00:22:30] on your calendar. At this point, you can send this information back to ActiveCampaign via [inaudible 00:22:38]. All right? Let’s say I use Okay? Then, I come back, and for whatever reason I’m using It’s still me, but it’s not only going to show as a duplicate client on Acuity’s end, but it’s also [00:23:00] going to show us two different contacts in ActiveCampaign.
The short answer is there is no easy way to prevent that. “Is there a way to check if the email used in Acuity Meeting is not already in AC?’ The only way that I will say is to have this note go off every time someone is scheduled to check for a duplicate. I would imagine on both ends, on Acuity’s end you would want to say, “This is the same person.” Although you can’t have multiple email addresses for one [00:23:30] person in Acuity either. This is the age old challenge of online, right? We see the same thing when someone buys. If somebody buys one of our products with one email address, and then buys another product with different email address, now they’re getting multiple communication, two different places. It’s like, “No, it’s one contact.”
I would love to … I think, now this is the non-developer in me. I’m sure [00:24:00] there is a way for someone to develop some light software or a script that is cookie-based and can do some of this checking across multiple devices using a cookie and then doing the work for you, but I’ve not seen anything like it, and I have no idea if that’s even feasible. Also, Mark brings up a really [00:24:30] good point too. If you do find yourself with duplicates in your account, I mean there are many versions of me in my account, right? Let’s just pick Clifford [inaudible 00:24:43]. If I do this, I can go to … What do I do from here? I think I do edit, no I don’t.
Oh, oh, oh, I know how to do it. I go to Clifford and what I do is Merge. Okay? I don’t [00:25:00] know who the other person was. Let’s see, Lenny. I want to merge Clifford with Lenny, because I saw that they were the same person with two different email addresses. This is going to be my merge wizard. A lot of people haven’t seen this merge wizard. These contacts have some conflicting values for two fields, including event date and due. Who’s [00:25:30] value should we keep. What I’m saying is keep Clifford‘s or keep Lenny‘s. I view all of them. Lenny has event date, but he doesn’t have a new date. Clifford has both, so I’m going to say, “Hey, there. Put all the data in Clifford.”
That means this email is going to be merged with this one. It will not display two emails. Just so you know, it’s not going to display both these email and this email and Clifford‘s name. This is going to go [00:26:00] away. Lenny Richards, the name, and the email, is going to go away. So is this data. All the data for Lenny is gone. It’s going to be merged into here. What you’ll see in the activities stream, and the tags, and all the other custom fields are going to be mapped over to here in an additive fashion. Okay? No custom fields will be overwritten, and tags will be added to [00:26:30] the existing tags. You’re merging the two contacts. When you do get duplicates, this is how to handle them.
Mark says there was talk about having more than one email address for a contact in AC. I have no idea where that’s at, Mark. I haven’t heard it yet. It hasn’t come across my table yet. I don’t know how far the development is on that one. In the new navigation update, where do you add automation labels for new [00:27:00] automations? Oh, I think you said you found it, but I want to answer that anyway, because that’s a great question. Any new navigation questions are great questions. If I wanted to create a new label, what do I do, Mark?
To add a label, you need to click on … To click the box next to an automation. Oh. Look at that. I need to click here, [00:27:30] Mark? Oh, no, no, no, no. You mean here? I don’t know how to add a label, everybody. Don’t tell anybody. Click on the box to the left of the auto. All right, I got this clicked. Then what do I do? Where is my label option? This is, oh, we’re going to have to fix this, because I don’t know. All right. Okay. Mark is teaching me, everybody. I am now the student. [00:28:00] Pick one from the label, oh, pick one with no label. Oops, let me do this. Oh. Look at that. We can’t add … Oh, these are the labels.
Well, that’s not clear. I mean, I saw that when I clicked on it. I didn’t know these were the labels. Let me do this. When I click on that, oh, I don’t know this is a label. [00:28:30] Very interesting. Then, it says ‘create new label’. Okay, but when I go here it doesn’t give me create new label. Oh, that, yeah we’ve got to change that. See, that’s why it was a good question, Mark. That’s why it was a good, yeah. Yeah, because when you click here, how many of you would have known this is the actual label. It should say something like ‘label’. It should have some indicator that it’s a label. Does this delete delete the label, or [00:29:00] does it delete the automation selected? What’s the difference between this delete and this delete?
Anyways, this is why it’s beta everybody, and that it’s not on all accounts so that we can catch things like this. Keep them coming, thank you for that one, Mark. If you find anything else, please raise your hand and ask. This is the reason why we need users like yourselves using the new nav.
Let me just say, ” [00:29:30] If an auto has no label and you click the box, it does say ‘add label’.” Yeah, if it doesn’t have one, this is clear, right? ‘Add label’. But if it already has one, that’s where things get really confusing, right? Because I don’t know, because if I do this, it should add it. See, it just added that. Now, I’ve got ‘add/remove label’. [00:30:00] I could just do it this way, though. I could just move it that way. What does delete do? I am so scared to use delete. I’ll do that off the screen because I’m too nervous to do it while you are looking. All right. If it does, you must click the … Yeah, right. All right.
I wanted to just greet a few people that I haven’t seen on here before. If you have been on here before, my apologies in advance, but one of the things that I wanted to do was [00:30:30] just shout out … Well, I’ll just go down the list of … Well … Katrina is on, everybody. Welcome Katrina and Mark, Katrina, Mark, and Steve. Of course, we know that because they’ve commented. Katrina in a consultant, Mark is a consultant. Steve is a new user, as we saw. Dominic, I don’t think I’ve seen you on, so welcome for the first time. Clay, I want to say I’ve seen you on Office Hours before, but maybe [00:31:00] not. Maybe there is someone with your name as a last name or a first name. Welcome. Karen, good to see you back. Karen was on, was it last week, Karen? I just remembered because I like how you spell your name. Welcome back on. Lynn, good to see you. Greg as well.
I’ve got some more questions, all right. When sending an email via an … Let me type this up. Oh, Dominic, [00:31:30] thank you so much. I’m glad you’re listening. Dominic, he said the podcasts are great. I can’t tell you how much I appreciate that. Great, Lynn, for the win. Lynn says she’s learned so much so far. I’m glad I could be of assistance. Katrina, all right, Katrina asks, “Will sending an email via an automation using date-based goal [00:32:00] triggers set to the context time zone, what data does AC base that off of? Great question. Watch this, everybody. This is such a good question. I hope it’s on my record so it will show. Phil Davis … This is what it’s based off of. If you select, where do I see it? You guys are testing my … There it is. [00:32:30] Travel history. Ah, I’ve only been in Chicago, opted in in Chicago.
Anyways, if it was someone else, it’s based on their IP address is the short answer, Katrina. Based on the IP address of where they opted in. What is their IP address based on? If it’s at home, it’s safe, but sometimes if you’ve opted in at like a Starbucks, or like a McDonald’s, or some shop, some coffee shop or a restaurant, those IPs, depending on how their network [00:33:00] is configured, especially if it’s a branch, it could show even if you were in Illinois and you went to Starbucks down here, it could show that you are in Indiana or something like that. There are cases where the IP does not match your timezone. That is when you would see that they are going to receive it differently than the timezone that they’re in.
Katrina has some fears. She said, “I ask this because I had a client who we had an email sent yesterday [00:33:30] at 11:00 a.m. in the context time zone, but they didn’t receive it until 12:00. The contact in PST received it an hour late too. They received it an hour late. Hopefully that’s not an error on our end. Check the travel history, Katrina, on that contact. Load up the record. Hit this drop down to view their contact history. Just see if you see a different time zone in there. More than likely, it’ll be the most recent one. [00:34:00] Where is my most recent one? This one. If the most recent one is different or in a different time zone, that is more than likely what made the email go out an hour late, if that’s the case. If not, yes I did, yep. The EST was me and is correct in my travel history. That’s why I got stuck. Okay.
If on the contact record, the timezone is accurate, [00:34:30] then I would create a support ticket. Reach out to the support team and make sure something weird didn’t happen. That is the way to check everybody, if you’re like, “Hey, what timezone is Phil in?” Click this. You see how I’m in Chicago. When you select my timezone, it should be Central Standard. That’s when I should be receiving the email. Great sleuthing there, Katrina.
Mark, I have a feeling this is going to be a good question about [00:35:00] new nav, Mark. I have a gut feeling because I know you. All right, “Is there a way to toggle the new left nav to toggle the text portion, so you have more room to work and only see the icons.” I knew it was going to be a great one. The answer is no for now. Okay? There are some other cases that we’re working on. Just so you all know, the screen that I’m working on is like a TV [00:35:30] screen. This thing is maybe 42 inches, probably bigger. I can see everything. If you’re on a smaller screen like a laptop, this space over here, it kind of makes stuff small, right? It crunches it in, and you lost a little space here. What Mark is saying is, “Is there any way to collapse this?” Kind of like when you’re in an automation. Look at how it collapses when you’re in an automation. [00:36:00] When you’re in an automation, see that? It gives you your space back.
I know the design and devs are working on a fix to that. That is something that internally, it was funny, one of the sales people, that was the first thing they came up with. They were like, “How can I get rid of that when I want to get rid of it.” Because every inch on your screen in the application is valuable, right? Every single inch. You do notice. You do notice when it’s taken [00:36:30] from you. Yeah, so that’s … I’ll share that too, Mark. I will share that. Probably, you know what? It wouldn’t even be bad, I’m thinking, you see how we have these call outs? Maybe even having it collapse, and then when you hover over it, all of these settings show as part of it, right? It says contacts, and then you have in a drop-down, or a fly-out, whatever they call it, you have access to all of these links.
All right. [00:37:00] Katrina says, “But I suppose it’s safe to say if you need an email to go out at a specific time, using context timezone may not always be 100% accurate based on opt-in, location, travel history, et cetera.” You’re correct. You’re correct, Katrina. Absolutely. But, your use case, I’m torn. Katrina, you’ve ripped me in … [00:37:30] Whoa, whoa, whoa, whoa, that’s a bit graphic. I’m torn. I’m torn with this, Katrina. On one end, if it’s important … Like in my email, if I’m saying “Good morning.” I want to be able to send that in the morning to everybody in my database. I do want to do that. If I’m limited to just my contact zone and I’ve got an international base, that is a limit.
Katrina, I think, what you raised is equally [00:38:00] important. Both in the context timezone and yours. I think it’s equally important, because like I said, that’s the way to customize it to where it’s like, “Hey, good morning.” And you could be asleep. It could be night time where you’re at, and wherever the person receives the email, it’s in the morning. Now, I will say, that will not work for event-based Marketing at all. Just so you know, everybody, just let me put that out there.
Event-based Marketing, please do not use the context timezone, [00:38:30] please. Because your event only takes place in your timezone, so everything has to be relative to your timezone. Yes, people are going to be inconvenienced. They’re going to say, “Hey, it’s 1:00 a.m. where I live.” But that’s if … If you want to run an event, and if we’re talking about virtual events here, because that’s the only one where you can really have this type of flexibility, do them in 8 to 12 hour differences.
If you’re really concerned, if do have an international base, what [00:39:00] I will say is, this is the easy way to do it so you don’t have to do too much time calculation. If you want to do your webinar or your live training at 8:00 p.m., and I’m talking about American timezones, then if you were up to it, and I wouldn’t say not do it, run the same one at 8:00 a.m., that way it flips it on everybody. Everybody that’s looking at the 8:00 p.m. saying, “Oh, it’s 1:00 a.m. here.” You’ll say, “Oh, well come to the 8:00 a.m.” Because it’s simple math. If [00:39:30] it’s 1:00 a.m. at your 8:00 p.m., then it’s going to be 1:00 p.m. at your 8:00 a.m.
That is a way that I have found, beyond running Evergreen webinars, if you want to run a live webinar, you really should sign up to be willing to do that webinar twice. Here is the kicker. Here is the added, I don’t know why we’re going here, but I’m giving you some juicy tips. Here is an added bonus to it, for everyone who registered for the 8:00p.m. and didn’t [00:40:00] make it, you now have a live “replay” the next day at 8:00 a.m., or if you flip and your 8:00 a.m. is the first one, if they missed it at 8:00 a.m., you could say “Hey, I’m going live again tonight at 8:00 p.m.” Now, granted, it takes some coordination to do it, but I am 100, not 99, not 95, 100% sure and confident. I’ve seen this. I’ve done this. I’m 100% sure, confident that you will see [00:40:30] better results than doing one webinar live at one time. All right. Just some tips for timezone and online training strategies, all right?
Okay. Oh, Lynn. Hey, Lynn. Oh, real quick, Mark, “On a CSV import, can you import notes to contacts?” You can not. You can not import notes. You can have [00:41:00] a custom field that you can call notes, and then you could manually … It depends on where your notes are coming from. If your notes are showing in a column of the CSV, then you can import them to a custom field. If they’re not showing up in a column in a CSV or a comma-separated value in a CSV, then you’re going to have to do it manually. All right.
Let me get your question, Lynn. [00:41:30] Always time for you, Lynn. All right. “I’m hoping to start using button triggers in my emails.” Okay. “Such as, ‘yes, I have received my product in the mail’. Then, if they don’t click that button, I get an alert.” All right. “Would this work? Perhaps, also have the button trigger a thank you email as well.” Yep. ” [00:42:00] I know we are short on time at this point [inaudible 00:42:03] walk me through it?” No, let’s go through it, Lynn.
I’m assuming that you’re sending off your product, physically. They’re going to essentially say, “Yes, I have received my product.” Okay? Immediately, my mind goes to deals. Excuse me, man. [00:42:30] If I, let me just make sure. “Can you [inaudible 00:42:34] email.” Hold on, Mark. I’ll say, “Lynn Fulfillment.” I’m just going to create on, right? I’m going to say, “Order placed.” Okay. “Order fulfilled.” Then I’ll [00:43:00] say, “Order shipped.” This will be cool. “Order shipped.” And then ‘add a stage’, where do I add a stage, everybody? Right here. Then, “Product received.” All right.
I’ve got all of those stages. When they purchase, a deal is created right here. I’m just going to add one, Chris, and then [00:43:30] what I purchased. Shoes. I purchased $135, whoa, whoa, whoa, not 1,000. I do not wear expensive shoes like that. Order placed. Contact info, Chris Davis. CDavis[inaudible 00:43:46].com, All right. Add the deal. I did that all backwards. [00:44:00] Forgive me. I just always assume the name is before the email address, so whenever someone asks for my email address first. Whoa, look at that. It auto filled that, since the email is already in here. That was nice. I’ve never seen that, but that’s nice. I add deal.
Lynn, somebody ordered, placed an order, for shoes. You’ve got your order placed. At the point when the order is fulfilled, you know, [00:44:30] the packaging and all of that. Then, we move it over to order fulfilled. Then, at the point where you have shipped the order, and the tracking number and all of that has been issued, we move it over to order shipped. Here is the thing. This is where I want an automation. You can have an automation, don’t get me wrong, for every one of these steps, but now I’m going to say, let me move this back, that when someone, watch this Lynn. Okay. [00:45:00] No worries, Katrina, thanks for joining. I’ll see you next one. Thank you.
Watch this, Lynn. I can say when they has a deal … When they has … When they has a deal, what’s that? When the deal stage changes, oh my goodness, I am so sorry everybody. Lynn Fulfillment, watch this. When it changes [00:45:30] from Order Fulfilled to Order Shipped, okay? Run it once. Guess what we’re going to do, Lynn. Watch this. We’re going to send and email and say, and maybe we’ll delay it too. “Lynn, have you received it?” We’re going to … Let’s say on average it takes three to five business days. What I’m going to do is, let’s use this design. [00:46:00] Get it, yep. Watch this. This is really cool. I’m so glad you asked this question. “Hey, first name, your package is on the way, and you should have received your tracking information by [00:46:30] now. When the package arrives, please let us know by clicking the button below.”
Then, maybe you want to insert some bonus. Just something to give them a reason to come back and actually click it, because otherwise, once they get the product, they’re not thinking about your email. Something like, “When you do, we’ll send you a coupon.” Or [00:47:00] whatever. ‘Yes, I have received my package.” Okay? There we go. We got a link. Let me just put this in here., received. Save and exit. All right.
Maybe, like I said, since it’s three to five, if you’ve got an average of three to five [00:47:30] business days for someone to receive it, then I would wait … Oops. I would wait for the … At six days, right? Six days out, they should have received it, okay? Then, when they say, “Yes, I have received it.” They’ll click it, and it will go to some webpage that says, “Great, thanks for letting us know, and maybe next steps or something, I don’t know. Lynn [inaudible 00:48:02] [00:48:00] tracking. Okay.
What will happen is, it will then … I forgot our use-case. If they don’t click the button, I get an alert. What we’ll do is next, we’ll wait. How long? How long do we want to wait? We’ll [00:48:30] say, “Wait until they’ve clicked on a link and it’s …” I’ve got a few, the received one is the one I’m looking for. Oh my goodness. So many links. I didn’t realize there were so many links. These are all the social links at the bottom. I don’t see my link. Anyways, so once they’ve clicked on the link, I’m going to wait for them to click on the link [00:49:00] for up to, I’ll give them, it’s already been six days. They haven’t clicked on the link. I’ll give them a day. [inaudible 00:49:11] day. Then, what I’ll say is, don’t do this to me, ActiveCampaign, I’m so close.
Lynn says, “Does the button need to link to a webpage?” Yes. Yes, Lynn. The button has to link to a … I would say if you want [00:49:30] to just create a generic thank you page for it. All right. I wait until the link clicks for up to a day. Watch what I do here. Then, I’m going to do a condition, because I need to see which condition was met. Say actions, I just clicked on a link. I’m just going to use that same link. If they’ve clicked on the link, then end [00:50:00] the automation, and if not, what did we say we wanted to do? Send a reminder? They don’t get an alert, I get an alert. Yeah. This would be your, yeah. Send it to
Then, I could do this, look at this. I could go here and say, where is first name? “First name [00:50:30] may not have received their product!” Let’s put an exclamation to jar you a little bit like, “Oh no!” “This is an alert to let you know that it has been six days since we shipped and sent [00:51:00] them the email to click the link to confirm they’ve received their product. They have not clicked the link. Please log in and ensure the package has been delivered or some other action here.” Right? [00:51:30] This is what it would look like. Okay? That’s your alert. Hit okay. There you go. Now, whenever something has … Actually, I don’t want to say, yeah.
Whenever it has gone from order fulfilled to order shipped, it’ll come in here, wait for the package to be delivered, send an email to say, “Hey, did you get it?” If they click the button all is well, this goes down. Yes, end it. If not, then a day [00:52:00] later, you’ll get a notification. The timing, of course, you can change. You know, if you want to change this from six days, if you want to change this to wait for less time, you can do that. This is exactly how we could do it.
Now, if we’re saying you’re looking for feedback on whether someone got the product or not, is this the best way? Using an email? I’m not sure. It all depends on where your audience is. [00:52:30] If email is the primary means, sure. I know some people who have … In fact, I’ve dealt with a company that had you, if you scanned your receipt and took a picture of your products and sent it to them, they gave you a bonus. They gave you a … Actually, if you bought two of their products, took a picture, and sent them the receipt, they gave you a third product for free. That incentive based approach could work very well.
Okay, [00:53:00] no problem Karen. Great to have you on. That incentive based approach could work very well. Just remember, whenever you’re asking someone to do something, make sure you’re giving them something in return, something of value. All right? That being said, we are at our expiration time. This was a really good office hours. You’re kind of breaking my data, because there was quite a few of you on today. Like I said, for the rest of this month, we will be having [00:53:30] them Tuesday and Friday.
Going forward in March, we’ll be moving to just Friday. All of your questions are welcome as well. I do, I am looking forward to and anticipating, if we have a lot of questions and we run out of time we will expand the time to that one, or like I said if you all are like, “Hey,” oh yes, Lynn, let me send you this link. If you all are, if you seriously do not want Tuesday to go away, email me. [00:54:00] You have to email me and let me know, because your special request will be honored if we get enough of them in there. All right?
Let me share this with you, Lynn. Really strong use-case. I’m so glad you asked this question. Lynn tracking automation. I should shipping automation. Shipping automation. The link is in the chat now, Lynn. I’ll [00:54:30] let you copy that before I sign off. Yeah, this Friday at 1:00 p.m., we’re back at Office Hours. Register for as many of these as you like. Bring your questions. Bring your reports. “Can you replace …” Yes, no problem, Lynn. I’m glad it was helpful. “Can you replace an email address in [inaudible 00:54:58]?” Mark, [00:55:00] I have to look at … that one is not a short answer. I don’t have a yes or no answer for that one. Reach out to support because we’re a little over now, but I’ll look at it on my end as well and see. Yes, you’re very welcome, Lynn. Greg, Jeremy, I think I said that right, Jeremy. Steve, Katrina, Karen, Dominic. If I missed you, I’m sorry. Thank you all for coming, and hope to see you on Friday [00:55:30] on Office Hours.

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