Active Campaign Google Ads lead form.
In this video we're going to talk about how to add leads automatically to Active Campaign from Google ads. They have this extension called lead forms. And there's a link there that takes you to some code that you'll need to install on your hosting. So let's dive right in.
Mike Rhodes from AgencySavvy was kind enough to share this information, and when I went to look at this site, that one thing that caught my eye was this statement right here. Optional web hooks allow lead data to flow directly to your CRM. In other words, as soon as someone signs up, they can be put into your Active Campaign account, automatically. It does require web hooks My first thought was, okay, let's use Zapier. However, Zapier gets a little convoluted, especially if you want to use this multiple times.
So instead of using Zapier created a custom script that will catch the information, put them into Your Active Campaign account and fire off an automation to send them the appropriate emails after you add them to a lead. So let me show you how this works. So inside your Google Ads account, you want to create a new campaign and this works with leads. Now, this is supposed to work with video, but my account, it's not set up yet. It does work with search. So I'm going to go ahead and do that, not going to worry about this. I'm just going to click on continue, not going to worry about any of this right now. Just keep going down, down, down, down, down to here and you want to add an extension, lead form extension, create lead form extension. And again, I'll let you put in everything you want to do here.
Now right now, this is what shows up in my account. So there's four things that I could collect, and you might consider it collecting as little as possible or as much as possible and one reason you might want to collect a lot is simply to filter out people. If you keep it just to like an email field, you might get everybody in their brother, that can be expensive and you might not get the leads that you want if you want to do everything, if somebody does feel that they're probably interested in what you're offering.
So go ahead and fill out all the information here that's asked, you definitely need to link to your site and for the purposes of this demonstration, I am going to choose everything, and then click on lead delivery option. Like I said, you're going to you can change everything in there that you want. So if I click on download, it's going to say that and then you want to put a link in there or visit website, whatever.
But what we're doing here is down here, this is what we need to put in there. So first thing you need to do before that is Go back to this URL right here and you want to copy all this code from start to bottom, and then inside your hosting account, so I would recommend creating a subdirectory called Google on your site, and then a script called web hook.php.
Now, this may not work if you're using WordPress type hosting, a lot of times they don't allow external scripts or different scripts and WordPress to be on your their site. But this is what you need to do. And then go ahead and copy all this code here and there's only a few things you need to do here. I highly recommend doing this. If you recall, there's four fields they send over.
One is I believe, username, user, email, phone, and postal code, those are all that they can send over, there may be more in your account. So the way I've set it up is for those four fields. The reason I recommend creating a custom field called postal code is if you do collect it, but it doesn't exist an Active Campaign stuff brakes, this doesn't work properly.
And then the second thing you need to do JD get your Active Campaign API credentials, and where you find that is inside your Active Campaign account settings, developer, API, access URL and key. And then in Google ads, and this is the magic and there is the reason I recommend doing this versus using Zapier because we're going to trick this into using the key that we set in Google ads as our tag and Active Campaign. Got it?
And the reason why I do that is we can reuse this same script over and over and over again and not have to update anything outside of Google ads. If you did this, and Zapier, it would be a lot more convoluted and you'd probably have to have one zap per Google ad. That could be a lot.
And then optional, but highly recommended, create an automation Active Campaign that is triggered by the tag that you have When you do that automation, add them to a list if you don't add them to a list you can't send to them. And then of course test, you have to come down here and set this to Yes, and then send some test data and we'll go through this and go see that this email address went and received the expected actions if they did, great! Set this to no, so my recommendation This is no in production. Yes, when you want to test.
Let's start with creating a postal code custom field. So inside here on to go to lists, manage fields, and I'm going to create one.
Next step is to get our API key and URL. So to do that, we come into here we go to settings, we go to developer, there's the URL, and there's the key. I've already copied those over and installed it on the script on my site, so I don't need to Do that. But you would need to come in here, paste it in here in between these single quotes, there and there, save this file to your site.
And that's it. Now, we're going to do a test in a minute. So I'm going to have this set to Yes, but let's go back to Google ads and again, this is the key. So I want to give it the appropriate URL. Let's see if I have it. There's where I'm sending it to I told you to do like Google and then webhook.php. Now here's the biggie. I'm going to suggest this is a tag inside your Active Campaign account. However, you name tags, and the great thing is, you don't even have to have created this tag already.
Let's go see how this works. So it's going to send over some data. After I click on Send test and it should say there was sent successfully, you can check to see what What was sent, and most importantly, this email address was used. So now, inside my email account I want to look for that person, does not have a double quote.
So notice there is the postal code, there's the phone number, properly formatted. Trust me that plus one's important. A lot of times people send over information makes it difficult to do SMS messaging. And then there's the tag. And really, I should have a camp automation that fired based on that tag. So let me do something like that real quick.
Okay, I'm going to create a automation called the same as my tag. That's just going to make it easy for me and I may have multiple automations based on the tag, based on the campaign that gets used. So I'm going to go ahead and click on Start trigger when tag is added which I believe is this, continue. You could ever run one or many times, I'm just going to do it once.
And then from here, you can do whatever you want, send an email, tag them to something else, put them in a different automation. But probably most importantly, is you want to put them on a list. Because if you don't do that, or you can't send any emails, so that's kind of important, and then do whatever you want. So going back to here a little bit, just want to show you what's going on underneath the hood, you don't need to know this, but I'll just give it to you so you do.
This function right here that splits the name into first and last and actually middle name. Because Active Campaign doesn't take full name. So we have to split in first last, we make sure you have your API URL, and this should say URL, and this should say key so I will fix that. We get the input that sent over, clean it up, put it into an array, do we want to have allowed test data or not? If we don't, and it is tested, and we say, Sorry, then we grab this tag important, in my opinion is that this Google key, this thing right here matches what you want to have as a tag.
And then there is some more information form ID, campaign ID, API key that could be passed into Active Campaign, you'd want to create a custom field for each of these. But notice, I've got double slashes here. That means this is commented out so I'm not using it, you could if you wanted to.
And then down here, we go through the user information and get the email name, phone and code, if they exist, usually, at the very minimum will be email, but you can also have name, phone and code, and then we get everything ready, and then we pushed into Active Campaign.
So that's how you take Google Ads lead form extension, lead and put them into your Active Campaign account.
Active Campaign automation examples.
In this video, I'm going to show you some examples of Active Campaign automation. And a couple points I want to make in general, use one or no goals per automation. And please keep it simple use multiple automation is to accomplish one thing if necessary. Now with all that said, I'm going to break my own rules. So let's dive right in.
Okay, in this first automation here, this is what I call a drip automation. We're doing something over time, we're tripping that out over time, and this case somebody had signed up for a product. And they're going to get I don't know, weekly, monthly email delivered to them over time and this is how it looks basically put them in and I always like throw a five minute wait in if it's not mission-critical to send out an email. Then we start applying tags. Now this tag here says week one, so we just want to identify that they've been through Week One by adding a tag there. And another tag I like to take advantage one is what I call Do Not Disturb. And the reason I created that tag is because when we send out a regular campaign we want to exclude people that have the Do Not Disturb tag. In other words, they're busy leave them alone.
And after that there was a 12 hour wait couple people's you get the first email sent out wait another 12 hours. And notice what we're doing we're removing the Do Not Disturb tag and then waiting two days before we do the next action, which is send an email. So what we're trying to do is inside this Do Not Disturb window is don't send any other campaign emails that you might so that's the purpose of this Do Not Disturb adding and then removing. Waiting a couple days put it back on, same thing 12 hours and the second email wait 12 hours removed, the Do Not Disturb, etc.
Notice we keep doing that over and over. But then ah here's the goal. And in this automation, we're using multiple goals. So this automation says Do they have the customer Tas month one tag? Well guess what? We actually apply it just prior. So of course they meet that goal and get pulled here. That might seem kind of silly. Why would you do that if you just apply the tag that will pull them down here, they were going there anyways, the way it's set up. The reason is if somebody was to cancel their subscription to this, but then come back at a later date and start again, we don't want them to start at the beginning. We want them to start where they left off, so they get put back into this automation. And if they already had this tag, they would get pulled down to here.
There's multiple tags along the way so they will get pulled down to the appropriate place, and then start receiving the emails from that point. There it is. There's month one part two goal month two, or sorry, a month to month three should be coming up, etc. And then all the way down to the bottom. And I think we're just kind of putting some placeholders in here. This is like year four worth of emails. And then the very bottom lot of times I like to put a tag that's either they become a customer or they're no longer a customer in general, it's become a customer. So if you're sending out emails to a person who's a prospect, and then they become a customer set a goal is if they have a customer tag, remove them, or in this case, if they quit, we pulled them out because they had a customer cancelled tag apply. So that's one automation.
Here's another set of automation and this is where it I think it's good to break up automation into smaller ones that you're going to use collectively. Look at the naming. A lot of them have start with first date, and then some kind of action first date, subscribe first date, open first date, click first date, unsubscribe. And then we've got last dateclick. And these are as boring as they get is they just do one thing. And that's it, they basically update a custom field when a contact does an action. So if I look at first date, subscribe. And if you look, if you just eyeball it here, these almost all look identical with the exception of this, this has that little purple web hook. So I'll get to that one in a minute. But let's take a look at the first date, subscribe. So what this does is it anytime somebody subscribes to a list, we update a custom field called first date subscribe to the current time. And then I just put a weight there just to have an idea of how many people are going through there on a daily basis. And the one thing that's important here is it only runs once because I only want that date to occur just once. Same thing for click, same team for open and then unsubscribed a little bit It's basically the first time they unsubscribe, except what's going on here is when somebody unsubscribe from a list the first time again, we update the first date unsubscribe to the current time. And then we do a web hook to a basically a custom script that we collect. And I'll show you what information we capture there. And again, one day way to get an idea if I want how many people are on subscribing. And then the one other one I will show you is the last date click. So this is anytime someone clicks a link and I'm going to show you it's anytime any link any email multiple times versus run once so anytime somebody clicks a link, we put them here we update their last date click field the current time and then again, the one day wait just to get an eyeball on how many people are going through this automation on a daily basis.
Now I'll tell you why I do that last one especially this is a good one. If I if I know when the last time somebody click I basically know when they were last active, the most active people. And if there's ever a time I kind of want to rejuvenate my sending reputation, what I'll do is, I'll pull in the people that have clicked most recently. So for instance, I might the last 5000 people that have clicked. And to do that, I would go and look for anybody that has a last day click custom field date, that's within certain amount of days, one day, two days, three days, four days, versus somebody that's last click 30 days ago. So I know my most active people are the ones that click most recently, and if I want to send to them to them the most engaged, that's how I can identify him. Okay, here's another set of automation and these three are related to inactivity.
This is email hygiene. And what this is here, this is the active automation. There's an inactive version of this and in this case, the trigger is anytime they read an email or anytime they click a link in an email. Now, if I had, if I could only use one of those, I would use clicks a link in an email, because I trust that more than a trust contact reads any email because sometimes email service providers will open the emails, Gmail is notorious for that they'll trigger an open. So I don't really believe that. However, I know that if somebody clicks a link, they actually did. But for this, we're simply looking for an open or click.
And then what we do is we basically clean up tags, and I haven't shown you these yet, but I will in a second, we basically remove tags that they may have collected as they were inactive, should make sense 30 days of inactivity 60, 90 days, then we take them out of this automation, if they're in there when they should be the inactive or if they're in the re-engagement automation, which occurs after the inactive we want to pull them out. So that's why we actually Exit that exit that and then we put them right back into the Tas inactive automation. So that's how we restart this automation we exit them, we put them back in anytime they read or they click a link.
So let me show you the next automation. So this is the inactive automation. One way they get in here is when they first subscribe that's a one-time deal so if I do this it just once, otherwise they get put back in by that other automation. And then we do a sanity check. I know it sounds silly, but what if for whatever reason they're no longer on the list of interest shouldn't happen but it's just a sanity check if they're not on the list we do to go to another action we basically go to the bottom and then we wait. So the first wait is it 10 day wait. And then right there we check has this person is their first date subscribe, and that's why I collect that custom fields. I want to know when do they subscribe. Is it basically within 10 days, and do they have this tag? The reason they have this tag is because we test everybody through zero bounce. It's a service to validate email addresses. And we want to make sure they have not opened any campaign.
Let's think about that for a minute. Person subscribed within 10 days, 30 emails valid, but they haven't opened any email. What does that tell you? They signed up and they have done nothing, Zippo Zilch. Now, if that's the case, we put them down the yes path, we apply this tag and it's not really necessary wait for a day. Then we go to another action. Look, what we do we go all the way to the bottom, put them into this reengagement automation. Haven't shown you that yet, but will otherwise if they've been in here more than once we send them down this path. So if they met this criteria, we're only giving them 10 days to be active. If they're not we're going to put them in the reengagement and they don't respond to that they get pulled out. However, if somebody's been in here before, and they didn't meet these conditions, they get another 10 day wait another 10 day, wait, that's 30 days, we apply a tag says they've been inactive for 30 days, we do another 30 days in increments of 10. And remember, anytime they open or they click, they automatically get pulled out wherever they're at. And we just apply another tag. And if they make it down to here, congratulations, 90 days of inactivity, yay, not really. And then we put them into another automation.
And this is what I mean by breaking up your automation. So I want to I could have put the reengagement here, but I did it. I like to keep it a little bit separate, so that I know where people are getting added and removed. So let's take a look at the reengagement automation, it's nothing fancy, the way they get in here is from the inactive automation that we just exited. And it's basically a series of three emails, all we want is somebody to open the email. That's it,right because that's what triggers activity. They get pulled out of this and they get put in back into the inactive. Now what I'm doing here is I'm spreading it out over three different times during the day. So if we have the contacts time zone, then wait till 8pm in the evening, send out this email, wait for a day, and then send it at noon in the contacts time zone. And then finally wait for another day and send out the 3rd email but this time at 8am.
So we're covering the whole day, we're giving them plenty of chances to open to read it. Obviously, not everyone does that. And then finally, just wait a few days and again, I just want to I break it up so I get an idea of how many people each day are likely to be unsubscribed and then we unsubscribe them from the list and we add this status tag, not that this ever gets used, but it's a way to identify everybody that's been unsubscribed. So the combination of those three automation are used for list hygiene.
And let me show you one very, very interesting piece of data to remember how we track the unsubscribe date. Well, here's where it gets used. So we send a web hook to this website, and it'll catch the information it tracks when they subscribe, and when they unsubscribe. So far, there's been about 20,000 unsubscribes and of those 3400 do so in the first nine days. So in other words, about 15, 16, 17% of anybody that's going to unsubscribe does it within the first 90 days. That's kind of important. So, you know, you got to get them engaged as soon as possible. And if you Look, notice this, there's this 9% of people that have ever subscribed happened to occur basically on the 10th day.
Remember what that is, we put them into the reengagement automation, almost immediately if they haven't opened within the first 10 days of the first time subscribing. I basically says 9.4% of the people that sign up, don't even open an email after they signed up. And then if I look at this a little bit closer within I broke it up based on, you know, the number of people that have been here for nine days, you know, the majority happened on the first day, you got the lower percent on the second, third, fourth, fifth, six are all in the double digits and then it drops off. And then as a percent of overall 9% occur here, and you got bigger numbers early on, and then it drops off.
But notice what happens down here at 99. So this is when people get put into the reengagement automation for the first time. So in other words, they may have opened an email and did something. So they didn't go through the 10 day version, they made it to 90 days, we reengage or try to, but they didn't do anything. So adding these up is like 25, 27% of people will engage once and then no other time. So important to get people engaged early on. And this is the kind of data that tells us that about 10% of the people don't even do anything. About 27% of the people will engage at least once early and that's it.
Okay, stop with this depressing news and let's go move on to something else. I see this isn't Active Campaign, but we're using a interact. I think it's try interact. It's quiz software. It connects to Active Campaign via API. So it's based on results, we can send over information. In this case, we can send over tag information based on their answer. In this case, I think there's like three different levels that people can be and we tag them appropriately based on the answers they provide. I'm not going to go through it, but I will show you the automation. Three animations correspond to three tags that people can get when they go through that quiz. And if you look, there's this, this and this and you can kind of get an idea of how many people are in each. So majority of people end up going into this automation based on their quiz results. And again, using your eyeballs here, these automation is all kind of the same, the messaging is definitely different based on the results. So if I go ahead and dive into one of these, so based on the tag that gets applied, and it only happens once they get put into here and notice what happens down here. We remove the other tags. That's under the assumption that they've been applied because sometimes people come back, they change their answers. And they get put into a different group, we just want to clean up those tags if somebody started here, but ends up in here, we want to make sure this gets removed, so the other automation would do that. And then we use our good old Do Not Disturb, because we put them in here, they're busy. Please don't disturb them. Exit to other automation. And guess what they're the other two that are associated with this just to make sure they're not getting emails on top of each other.
And then send out email results. And we could have could have made content conditional in the email based on the tag that was applied, however, gets a little convoluted. So we simply broke it up into three different animations and each email is custom to their level. And then down here, there's a conditional check and if then check, are they basically customer or they ever visited this page? If they have, we go over here, wait a couple days and this email otherwise, we go over here send this email. And then in this case, we want to do another check, they just open that email in the last day or not. If they didn't, we want to resend. So we want to give them a chance really want them to open that up, and then basically wait them for a day. But don't worry or wait them for two more days, and then send them back over to here.
But these different paths are conditional on actions that resulted in tags or some kind of history that tells what they did. And again, another check down here. Did they in this case, attend or register for a webinar? If not, I think there's probably a reminder followed by another check, which is did they even open that email otherwise resend so there's actually kind of a lot of repetition you know, if I shrink this down, you might get a better view of it. But everybody eventually ends up on this far right hand side. When you say far right hand side, I mean far left hand side. And are we back to 100% yet. And then one last thing we do is we put them into this automation here.
So they're in this automation, we fire off this end of their automation. And then we sit here and wait for up to three days for them to exit that and if I remember, right, this is a purchase automation. So if they purchase they automatically get pulled out which would in them here, which means we can remove this tag in this automation. So those are some examples of Active Campaign automation.
Active Campaign split automation.
In this video, we're going to cover how to do a split automation in any active campaign plan, an example will be split testing the email subject line and that link there goes to a place where I share some code that you need to install on your web server for this to happen. So let's dive right in.
You know, the reason I bring this up is because not every plan offers the built in Split automation capability that Active Campaign has. So if you notice, the professional and enterprise offer this by default. However, the lite and the plus do not. Now what I'm going to show you is a way to do this that works, but it has some limitations and I'll show you as we go along.
Now to start with, you're going to want to create an automation and eventually you want to put a split in there. So you might send some people down one path, other people down another, and if you do have the split automation capability in your account, no need to watch this video. As an example, I go here, I go to conditions and workflow and then I do split, you have a few choices and even split and then you can stop after a certain amount of contacts of how things split, and you can specify how you determine which path to send everyone down after that, or you can filter based on current date time.
Typically, I do never split indefinitely because I want to watch the results over time. Yes, I'm giving myself a little more work. But the result is I can be more sure that the results I'm getting are correct. So I'm going to go ahead and click on apply and literally that is it. You simply send people down the A path or B the path. From here, you could actually do another split if you want, but typically, you'd want to have two versions of the same email. So I'm going to go ahead and create a couple emails that are identical with the exception of the subject line.
Now obviously, I didn't create the emails, but I just want to show you that I can go down two different paths right here and typically I'd like to split test the subject line to see what the open rate is, and usually what you can do is go in here and click on stats, and let me show you an account that has this setup.
So this would be a typical automation and not every email I'm going to split test, like someone gets put into here, Email 1, 2, 3, 4, 5. It looks like we are testing email number 10. So there's two versions of it and what ends up happening is we do an indefinite split. One goes to email 10, E10, the other one goes to email 10 A but notice they loop right back into the same path once they've completed this split test, and usually what I do is go to view reports and I want to grab these stats right here. So it's been sent to 4970 of 4980 and 2764 have opened this.
So what I usually do is I go to a tool like this survey monkey has A/B split testing calculator and at one time, I may have known how the stats how this works. I just take the defaults. I know I want two sided because that takes into account whether it's a positive or negative change and then I just leave the confidence the more the higher the number, the more confident is but it takes more data, there's definitely a trade offs.
So 4980 open 2764 open, so I'm going to put that into here, which I've already done. So there's only been 589 and 323 that have opened and I'll let the calculator do the math. So right now it's saying no, they're not significant and yeah, those are pretty darn close. So I basically need to run this split test further. If it stays the same over time, I'm probably gonna say, you know what, there's really no difference, stick with the original and make another variation.
So that's why it's pretty darn easy with the split automation capability. But what if that's not available in the account you have. So what we can do is instead of split indefinitely, we're going to use tags. Now, you need to have a script on your web server that will add the appropriate tag. So if you want to go to this URL here, and copy all of this code right down here, and then inside your hosting account, you want to go to File Manager, you want to go to this and then in here you want to create, for instance, a directory or a folder. I'm going to call it split and then Go into that directory, create a file called index.php, edit that file, paste that code in there and then we need to make some changes at the top, we need to get this information from your Active Campaign account, and then you need to come up with tags that you're going to use to identify people depending on which leg of this split they're in.
So I'm going to have one called split A. Okay, and it needs to be comma separated, so the next one is going to be split B. I'm going to go ahead and save that after I get the information I need. So I want to go down to this little gear icon. Open this, I'm going to go into developer, copy the URL. That's your AC underscore URL, paste that in, copy the key, oops, go here, paste that in.
So you added three things, the URL, the key for the API. And then You want to add tags, typically two tags, and it's going to be comma separated and I wouldn't put any white space in there, you could but I recommend not doing that. So this is how we're going to do a split test now or split automation. So instead of having this split here, I'm going to go ahead and delete this and you know, I'm just going to remove it all I'll show you how to do it from start to finish.
So the first thing you want to do is you want to make sure no, the person that comes in here does not have any of those tags. Those are simply to use. So I'm going to say split A, remove that, remove that, save that. Now we want to put them into that wet send them to that web hooks so that a tag gets applied. So I'm going to go ahead and do that right here and I need to know the URL, so I'm going to go ahead and do a web hook here, which is the purple guy down here typically going to be HTTPS, your website and the subdirectory and then that's it.
You don't have to do anything else there, go ahead and click on Save. Now instead of that nice little split feature, we have to check which tag Do they have. So the first thing I'm gonna do is do they have split test split A tag, so I'm gonna go ahead and click on tag exists, split, and I want to do another if condition. So if they have the A tag, they're going down here, and you know what, some people for whatever reason may not have a tag shouldn't be the case. But I just want to be absolutely certain.
So I'm going to go ahead and go to tag again, and this time it's going to be split B, and for whatever reason, if they get into here and they don't have the tag, they're going to go down this path. So I'm going to go ahead and send one of the two emails here, and my recommendation is to have a another variation not the same as this. So if there is the situation for whatever reason those tags don't get applied, then you can at least send them the appropriate email.
Now similar to what I had set up earlier, I want everyone to merge back up and what I'm going to do is actually remove those tags so they can be reused again. So next thing I want to do, and then finally, I want to merge them back up and I am going to remove those same tags. There we go.
Okay, now, this is more proof of concept, typically an automation I would have multiple emails going out, and I could split test them, and I could read I can reassign those tags again down here and repeat this it gets a little busy, but it definitely works. So now what I need to do is put myself in here, make sure I get one of these tags, and then I go down one of the appropriate paths. So let's make sure this actually works.
So I've been done this a number of times if you can't tell already, but let's do it again. And if I refresh, I should have split A or split B tag. So I've got the split B tag and I should be right here at this one day wait for the split B, and there. So that's how I can end up split testing these emails. I'm going to go ahead and put everybody in here. None of these emails are going to get set sent because I'm there in draft mode.
So now, within a few minutes, I should have people here, here, and it's going to be random. It's not going to be a perfect 50-50 split, could be, but it's going to be randomized. 30-28, not too bad.
So that's how you can do split automation in any Active Campaign account.
Active Campaign conditional redirect.
In this video, we're going to cover how to do a conditional redirect based on the drop down selection in your Active Campaign native form. Now, there's two scenarios to be aware of.
One is when your drop down selection has one word selections, or multiple word selections, the one word options pretty darn straightforward, the multiple nuts so, and the multiple is probably the one you're going to run into. Now I've got a link there, that goes to some code that I'm going to share momentarily that'll help that, but we're going to cover both of those scenarios.
However, if you're already using Gravity Forms on your site, they have a built in solution. They can do conditional redirects based on form fields. So I would encourage you to use that. Otherwise, let's dive right in.
Now, this isn't the first time this questions been asked. Here's a response for Active Campaign that shows you exactly how to do it and this is what we're going to do and if you notice the red lines, they point to the redirect page, which is a drop down and then on submit, you want to send them to somewhere, notice there's a custom field inside the URL that you're sending to and then this goes on to give more details about this thing, how to do this and different options but let's go ahead and show you exactly what to do.
So to start with, the biggie is we have a form that has a drop down with multiple options and based on their answer, we want to redirect to a specific page. So I'm going to go ahead and go to form, actually I want to go to list first and create the custom field that we're going to use. And I can do it here, but I want it to be generic for everyone.
So let's go to Manage field, and I am going to add a new field, it's going to be called level and we want to make it a drop down and I'm going to have four different options, I'm going to have first and notice this is a one word option, this one's easy peasy. Second, third, and then finally the best and this is a two word option. I'm gonna go ahead and add that and now I want to use that when I create a form.
Importantly, I want to make sure that I send them to a URL depending on their answer. Now I am going to make sure we don't have to do opt in confirmation and I want to send them to this page here, or this site here and what I've done is I've created there's the first page, there's the second page, etc. So let me just copy that URL, as is go back to here. I'm going to paste that in.
Now I want to replace the second with the appropriate code, so that I can have that replaced. So let's do that and I'm going to cheat and go back here without you seeing anything, right I'm managing the fields and really what I want to do is I want to get this, so it's percent level percent. Now back to the form, where it says second, I'm going to do percent level percent and it's got it perfect.
So it's going to put me on a list, no confirmation, it's going to redirect me, and it's going to populate percent level percent with whatever I've selected. So let's go ahead and integrate that and for testing purposes, let's just do it right here and make sure it goes to the right place. There, so went to the first, let's try that again, we know it's going to work on second and third. So let's be sure and then want to try the last one, which is the best.
So there I went to the right place and for the best. Now that worked properly but let's say I've got a different answer and I want to go to a page that isn't named exactly now this I don't really like it's got that percent 20 in there and yes, it did work. But what if I have it, we want to go to a page that's not represented on my drop down. So a more realistic would be something like this.
So I'm going to modify my drop down menu and instead of First, I'm going to say Gold, Silver, and Bronze, and I'll leave the best there, but I want the gold to go to the first page. Go ahead and save that. Now I'm gonna have a little problem this time, I'm going to refresh this and I'm going to go to Gold. But really, I wanted to go to the first page because this one doesn't exist. Oops.
So now this is where I have to get a little bit tricky. So if what I showed you already works, great, you're done. If you want something a little more advanced, here's what you need to do. So instead of let's go back and edit this, I want to do something like this. Now I need to create a script on my site that will handle this. So as an example, I've created this script right here and I'm going to paste this into my site and make the appropriate modifications.
So I've got the copy that, I've created a file in this directory called redirect on my site, it's index.php, there it is right there. Now this time, somebody goes to Gold, I want them to go to my site and similarly for the other pages, and this doesn't mean I have to redirect them to my site, I can redirect them wherever I want and this will be Silver, and this will be sorry that's going to be Bronze over here and this will be third and I do need to handle the best.
And you know what, we're going to start with the best and change this to the best. This may or may not work because of that. Now one thing I need to do is I need to lower case this string to lower and I will update that other code reflect that and this time, I want to go to its the redirect directory and I want to do Q equals redirect. So this is what it looks like. I'm just going to paste it I'm just going to show you.
I'm going to put it at the end so you can see what it looks whoops, that's not it. Let's copy that and let me just paste it there just to show you. So it's the redirect directory, question mark Q, because that's what I'm sending over and it's going to be this right here. Sorry, we're not gonna let me get rid of that. That's not right. So good thing I did that because what I want to do is this.
There, so that's the appropriate code. Now, this is your where you install the script on your site, then we put the Q equals question mark percent level, in this case, I'm gonna get rid of that, save that and make sure this is right. Go to the front, go to the back looks good. I'm going to go ahead and save this.
Now, from your perspective, it should look the same. But you know what I'm going to do, let's send Gold, just the homepage. Let's change that a little bit so you can see that it's actually working and I'm going to go here, copy that go to here. This time, when I select gold, I'm going to go to the homepage. There it did. So that's how that works. Now the one that might be a little bit tricky is the best because I don't know how that white space is going to get handled.
Alright, it worked. So this code here with a little bit of modification in just a second is what you want to use for the more complex version.
So that's how you do a conditional redirect with Active Campaign.
Active Campaign annual membership.
In this video, we're not going to cover how to set up a membership site. I've already done that, there's a YouTube link there, it goes into depth of setting up a membership site on your own WordPress using thrive cart for the checkout, Active Campaign for email, Active Member 360 is kind of the control membership plugin, and then learn dash and then we also use social learner to set this up. But what I'm going to show you in this video today is how to extend the capability that I showed in there with regards to membership access.
Here's my thinking, somebody signs up for a member of your membership and for whatever reason they decide to cancel, you can do one of two things, you can cut off their access immediately or you can allow them to have access till the end of the billing period. My suggestion is to allow them to have that access so that way, you don't really have to refine so for instance, if they bought an annual membership, and two months in they decided to cancel, they might have a reason for wanting a refund but if you give them access till the end of the year, then take it away, even though they canceled 10 minutes 10 months earlier to me that makes sense.
But it's up to you. But I'm going to show you in this video, how to extend the capability that I showed in the membership site video previously. Now, to do this, I'm going to break one of my own rules. And the rule is, in general, I like to copy and modify, so for instance, if I have a membership site available on a monthly basis, I would recommend duplicating everything, and then modifying and making an annual. Now what I'm suggesting here is you don't have to do all that sure, you might duplicate the product, change it into a manual annual membership but you can reuse the automation that you already set up inside Active Campaign. So let me show you how that works.
So here's the video how to create a membership site and start selling your online courses in an afternoon and there's details on exactly everything you need to do, you can jump to the exact place you want to know what to do but in this case, we're going to be talking about the Active Campaign setup. And there's a few automation I want to show you. So we have this first one, which is when they purchase the course you want to put them through this main automation and in general, the first thing I like to do is clean up. In other words, remove any tags you don't want them to have, it might be interest or prospect in this case, I've got one called customer dash, Product Name dash inactive owner remove that, then I want to add tags that are appropriate. So in this case, customer dash online course dash active in customer dash online course.
Next up, put them on to a list and then we want to put them into an automation that holds them in case they do cancel. No, it says 30 days, we're going to change that a little bit, we're not gonna change the name, but we're gonna change a functionality and then I typically put them into a welcome slash login email automation. Now one thing you might want to do different if you're offering a monthly in an annual membership that's identical except for the timeframe is when they purchase the annual membership also apply a tag that basically says customer dash online course dash annual, that would be the one difference that you would do.
So you're not going to do it here, you might do it directly in thrive cart, but you want a way to identify somebody has an annual number. So this is the main purchase and the thing I want to point out is we immediately put them into this online course subscription and cancel 30 day automation, that automation looks like this. Wait 10 days, wait 10 days, wait 10 days, wait two days and that's important, we want to extend the time frame that we're allowing them to have access. And there's this is really 30 days, I just want to break it up. So if I want to eyeball it and see how many people are in there.
And then what we do is we check Do they have this tag called customer online course and active 30 days? And so far, I haven't shown you that. If they do, then we make the appropriate tag change that changes their access to the membership based on active member 360. So in my case, I typically control access to this via this dash active tag. So if they have this tag, then we upload, remove this tag and apply this otherwise, we skip over. So that's that.
Now here's the cancel, so if somebody cancels their subscription, thrive cart, we want to put them into this automation and all it does is apply this tag, so if you think about it, if they're on day 20, they cancel. Right here, we're going to apply that tag, so when they get down to the bottom here, they're going to go down this path and this will remove access, this tag does not remove access. And then finally, this one's important too, this is the online course subscription pay. This automation fires when somebody makes a subscription payment, notice what it's doing. First thing it does is it takes them out of the online course subscription, cancel 30 days, let's go back and look at this.
So think about this, this should happen every 30 days. So if we look at this, 1010 1010, but we give them a little buffer of two days. So if they make a payment, and they're sitting here right here, day 30 or 31, they're going to get pulled out and they won't even go down this path. And that's what we want, we don't want to change tags if they paid. And then what we do after that is we changedm we clean up tags, we get rid of the inactive 30 days, if they have it and we get rid of the inactive tag if they had it and then we apply the active tag, then we put in right back at the start of this here.
So they're right back here looping through this again, they're just going to keep looping through this until they stop payment, they really cancel and then we remove access. So think about this, even though they've canceled somewhere around here, we're not actually going to take away access till they get down to here and we make some tag change. Now let's take into account Well, what about if they're an annual member? Okay. The one thing we want to do is make a change here, we're going to put a conditional statement, we're going to check to see, do they have the annual tag or not?
So I'm going to put an if statement. So its condition if else and in this account, I may or may not have this tag created. So I want to do it does not exist. So I'm going to look for annual and I don't think I have one, thinking, Nope, could not find it. So let's create one online course. So if they do not have that tag, what they do is they go down this yes path, which is what the normal one was going to be anyways. And now we have to do something over here, which is simply add a weight, we wanted to add up to 365 plus two. So we've already got 30 days. So I'm going to put in a 335 day weight and yes, this really doesn't handle leap years. But we're just going to live with it that two day buffer at the end is going to do what we want, then we're going to loop over to the yes leg.
So this is it. This is the magic to share automation share tags between a monthly and an annual membership, we want to just put a condition here that checks, do they have an annual take or not, if they don't go down the 30 day bath if they do go down the 365 day path. So we've got that weight right there, plus 10 plus 10 plus 10, which is 367 days. And if they cancel, well, they're going to have that tag this dash 30 day and active tag for a number of days before they get to hear.
If you signed up for the guy that provided there's access to this tool right here, which will give you a list of tags and automation that you're going to want to create. So all you have to do is type in the the name of the product and then it will go ahead and create tag names and automation that you're going to want. Now of course it doesn't do the work for you just gives you here's the naming structure. The one thing I'd suggest is under tags is you're going to want to have customer dash online course dash annual in addition to what's already listed here.
So that's how you handle annual membership in Active Campaign.
Active Campaign newsletter.
In this video I want to cover how to send a newsletter from Active Campaign in less than 10 minutes. Now we're going to use the campaign one time feature not the autoresponder capability. Some of the things I'm going to highlight are using the segmenting ability, conditional content and then please please test on both mobile and desktop, and then finally resetting what you can do there. So let's dive right in.
Inside your Active Campaign account, you've got the ability to view previous campaigns or simply go straight to creating a campaign. I'm going to go ahead and click on campaigns and let's start at the end which is resetting. So one option you have or I should say a few option or recent options and you can create a new campaign based on this you can send a new camp contacts have been added since this was sent or this is the one I typically do send to contacts who have not read or open this campaign.
But to get started with the campaign, let's click on Create a campaign. You want to give it a name, I'm going to say newsletter and we're using standard, not anything besides that. It's easy enough to set these up. But for what we're doing here, it's just a newsletter I want to have control on when I send it out, I just want to force it to go when I want. Now you're going to need to select the list or lists I'm going to pick the family list and segmenting.
This is a key feature here. So what does it allows you to do is include or exclude people that may that may be on our on your list or list. A good example would be for instance, somebody signs up to your list initially and you have like a seven, email sequence onboarding. So you don't want to disturb them sending out daily broadcast at the same time during this onboarding sequence. What I usually do is I apply a tag to those people called Do Not Disturb and anytime they send an email, like a daily email, I exclude them and the way to do that is create a new segment I've already done that it's called Do Not Disturb and let's edit it and I'll show you what it looks like.
And it applies to this list here. And it's for anybody that does not have this tag, the Do Not Disturb tag, they're included. So that's a good way to segment out people that you either want to include or not include. I'm not going to click on Save update or anything like that. So then you want to go to next the design stuff. So my recommendation is you pick a theme, or a template or create your own and then use it over and over again.
What I like to do is simply go back to a previous campaign and pick out one of the recent emails that I sent. I tend to follow the same format. So I'm going to go ahead and use this template right here. I'm going to call this or give this subject, continue, and then this is my typical layout 650 pixels wide, I've got an image at the top that I simply replace, maybe a little description and then the content right there and then over here, I've got some nice features I can add in stuff simply by dragging and dropping.
So this here is a image block and this is a text box. That's about the extent of what I use. Sometimes there's the button the video of never use tell you the truth. For RSS feed, you could do that. I'm going to talk about that here. Social Links HTML block. In general, it's text and image that I'm using. So let's talk about some of the important things are kind of a cool things that you can do right here.
I'm going to add another text block right below here. Just going to copy some texting and the reason I'm doing this is because I want to get the font and stuff to match and this font is for Verdana. Verdana 18. So let's make sure this is the same thing. Nope, that's Arial, 18, same style, okay. Now what I can do here, I'm going to do a PS, and say buy my stuff. Now, of course, I would not do that, but that's the idea.
And then I'm gonna put a link here, click on so this would be a link to somewhere, they could go to buy something. Of course, this isn't the right URL, but let me point this out. You can add an action at this point. If somebody does something when they click that link, you could add a tag put them in another automation or any of these other options. That is a powerful feature. That way you can identify who is interested in what you have there so you can add an action.
Second thing is I can make this content be conditional. In other words, it only displays to certain people. And a good example would be, and I'm going to go ahead and click on that gear icon, click on make conditional would be something like if a tag does not exist. So if they're not a usually when I when someone becomes a customer, I add a tag called customer dash product name. So if they don't have that, that implies they haven't bought the product. They're not a customer. I'm being smart about who I make offers to.
I'm not sending an offer to people that have already bought, I'm only sending two people that haven't bought and you can get complicated here. Just be careful this little guy here, this is basically and when it says all or any, which is an or, and again, this is worth testing. So I'm going to say they don't have a particular customer tag in this case, customer online. So this is only going to show to people if I put my mouse over, you can see, it will only show if the tag customer dash online course does not exist.
So that is a powerful feature and then next, we're getting towards the end or basically making sure everything's right. There's a subject, one thing that you can put here is pre header text. And what this does is it shows content, typically, like on a mobile device in the previous section. And this is a great way to kind of encourage people to get into your email, little curiosity content, otherwise, they typically pull from the first few lines of content, but you can force this to show a particular content.
Which is really kind of a nice thing to do and then it summarizes and it's not a bad idea to look here and see how many contacts, does that make sense? And I've got six or five people here, and I want to make sure I'm not sending anyone that has the Do Not Disturb tag, definitely want to my opinion have the open and read tracking on link tracking on if there's a link in there doesn't mean you're necessarily doing anything but you can get reports on that.
That's useful information. I don't know hundred percent trust open, retracting, because sometimes people don't have images enabled and as a result, it doesn't register an open link tracking is much more accurate, and then find that you can schedule it. Currently, it's off, which means I'm going to send it right away. So if I clicked here, it would send now and then importantly, please, please send yourself a test email, and then look at it both on desktop and mobile.
You want to make sure that it renders properly and all the links work. So click on all the links that are in your email just to verify. So in this case, I'm going to set it to schedule and this will change from send now to finish and I'm I change it till I'm going to change this to tomorrow and then finally finished and it will show inside your campaign dashboard as a one time email, and it has not been sent, right?
That's how you send a newsletter using Active Campaign.
ThriveCart Webhook versus Query String.
In this video, I'm going to cover what are the differences between the web hook and the query string data that ThriveCart sends over. Now, the web hooks sends more information and it occurs on all transactions on a purchase, on a refund, subscription failure, those all get sent from ThriveCart to typically your web server or Zapier.
On the other hand, a query string is good for verifying the order in real time, is it valid or not and it only occurs on purchase. The link, there is a spreadsheet that I put together that shows the data that gets sent over and then compares the two. So let's dive right in.
So to start with inside your ThriveCar account, one way to get your data is through the web hooks. So you want to go to ThriveCart settings, API and web hooks, web hooks and notifications, view settings, and I've got a couple setup. So I want to go here, and it's basically just sends information to a web hook that you specified.
In this case, it's on my account, in my web server, it could have been Zapier or something like that. And then you by default, get query string data if you send people to a custom URL, so let's go take a look at a product. And under fulfillment you're going to want to have send them to a URL and then tell them the success URL. And then check out success page needs to be redirect to your own custom page.
So I've gone ahead and I have already made a purchase. But let me just show you what I did here, it's going to be this product here, I'm going to copy that URL and basically, I did apply a coupon. I did take the box and I think I may have taken the upsell. But all that information gets passed over.
Now what it looks like when it gets received something like this, and I've kind of made it pretty. So it's a little bit of readable. But notice this is the web hook data that occurred at 15:35:09 and then about one second later, the query string data showed up on the thank you page and let me go briefly through this but the spreadsheet gives you a little bit more insight.
I'll just say it this, frankly, there's a lot more information in the web book than there is in the query string. So let me just point out a few things that are kind of important. You get timestamps in the web hook makes sense. The query string, the assumption is that time that it occurs is your timestamp. There's more identifiers for customers, products, things like that, I know these are all consistent, I think this might be unique.
Here's a good one to point out something this is TNC, terms and conditions and the one means that I tick the box if it was a zero, that would imply that I did not. But what's interesting is this doesn't necessarily show up for all products, because it may or may not exist. If it doesn't, it doesn't show up. So in other words, you can't count on that being there.
Even address, if you don't ask for it, it's not going to show up. Email, I'm sure is going to be on every single one. Checkbook confirmation, I don't think that shows up in the query string. One thing that's interesting is this is first underscore Name and Last underscore name in the query string, its first name, last name, no underscore.
Under order, it's a little bit more structured and I should point out, this is kind of an array of data. So the first, I don't know what level is this key value pair. So event is a key and order success is the value. Now notice this ID is underneath this customer. So it just kind of embeds itself.
Down here, we've got no tax and again, I don't think that gets passed over in the query string. Total versus total string. My preference is to use total, no decimal places and then if I want to do some math, I do at the very end.
And charges identifier, this is a little bit different here versus query screen, let me go down Oh, and I know this doesn't show up in the query string, payment plan ID and payment plan name, do not.
This product or purchase map flat doesn't show up in the query string, nor does coupon information. So if you need to use those, if you need that information, it only shows up in the webhook, not in the query string. And the purpose of the query string is to verify the transaction, ThriveCart sends over this array called ThriveCart, which with a bunch of information, and they also send over a ThriveCart hash, which you can use to verify if the order is actually valid.
And save information is there not as much and for instance, they've shortened things. So this is Type, this is ID, this is Name, this is Price, this is Quantity, and this is Purchase order. And then let's take a look here, I've got two pages here, ones, the web hook data, one's a query string with my comments. So anything highlighted over here on the right hand side, and yellow is not in the query string.
So event mode, mode_int whatever that is, your secret key, which of course, you really don't want to be sent over the query string. The invoice ID, the order date timestamp are not in there. This ID i thought was interesting. I did not find that. You know what, maybe I did that wrong. But let's go take a look.
Yeah, this is only in the web hook. Email, this information shows up, and what is his Terms and Conditions IP address doesn't get sent over? Name, which is interesting, right? It's first and last that doesn't get sent over. But first name last name does, but in slightly different format I'll show that in two minutes. Checkbook confirmation, did not check box, did not get sent over. Tax, tax type did not get thrown in the query string, total string Nope. Item identifier, I think they send it maybe a little bit differently send for instance 27 product that here they basically concatenate it together, they just done some work for you in the webhook.
Payment Plan ID payment plan name, not there. Timestamp, not there, that's fine. Really no idea what this is, is this the ThriveCart specific or is it like a stripe specific piece of information since I did purchase stripe, this is just a little more details that are in the query string and this information, definitely no coupon code ID. So here's the query string data.
Little bit simplified, if you will, I've highlighted the things that are same, this is Thrive so what I'm showing you over here in column F is what it's called in the web hook. So in the query string, it's called the account name. In the web hook, it's called ThriveCart account. First Name, Last Name is first underscore Name, Last underscore name and so this is orders and then immediately it's the first order, the second order but over in the web hook data, it's orders charges then zero than one.
And I've already spelled this out, you know, this is type, its type underscore ID in the web hook, ID is reference name is name, amount is price quantities quantity, payment plan ID you know, what did I do that right? Let's go check.
Purchase Order payment plan ID Okay, so that is over there. The payment plan ID does get passed, but the payment plan name does not. So this is item name, so this is the same except for instance, they have purchases zero 27. Web hook has purchases zero season. This is purchases, one bump, webhook as purchases one ddd, which is the name that I gave it, and then ThriveCart hash, which doesn't get passed in a webhook.
That's ThriveCart Webhook vs Query String.
Thrive cart one page.
In this video, we're going to cover how to create a video sales letter using a YouTube video that will display a thrive cart checkout after a certain number of seconds have gone by. Now, it's not WordPress, you can find it at integratepro.co/one page. So let's dive right in. There's only a few pieces of information you need to provide. The assumption is your YouTube video is yours. It's a video sales letter, my recommendation is you'd probably want to make it unlisted if you're going to use that. You need to provide the URL for that you also need provide the number of seconds into that video that you want to display your thrive cart checkout. And then finally, what's the embed code for your thrive cart checkout page, and then there's some more information you can provide like your business name and some tracking code.
So first thing is let's go to YouTube and get a URL. Now because this is just a demonstration, I'm not actually going to put a video sales letter in there, I'm just going to find a mountain biking one. And which one do we want to do today? Let's try this one. All right, good enough. Now all I need to do is copy the URL back to the one page, paste that in there. And then decide how many seconds into the video that I want the embed code from thrive cart to display the checkout now might be 5,10 minutes into their you have to do the math. So for instance, five minutes is 300 seconds. In this case, only I want to display pretty quickly 12 seconds so you can see it. Now we need the embed code from thrive cart. So inside your thrive cart count, you can go straight to get URL. But first, let me show you something about the checkout page, you're going to want to use the embeddable checkout for this to work. Once you've done that you've chosen that save and get URL, copy the embed code, come back to here, paste that in. And that's pretty much all you need.
I'm going to give it a business name. And I can put some tracking code in the head section or after the opening body tag or towards the closing body tag. And I do have some code in this case that I am going to add. And then I want to click on Submit.At this point, we've created the appropriate code put on your website into a PHP file. You can download it from here, you can copy the code and paste it into a file on your site. For me, I can see a preview. So let me show you what this looks like. I'm going to click on Preview. So after I believe 12 seconds, this video is going to play and sometimes it's designed to play automatically but sometimes that doesn't work, especially on mobile.
"We are writing once again here today in the Czech Republic. It has been rainy, rainy, rainy, so hopefully the trails aren't too bad, but I heard they're mostly made out of rock. So that's good."
So there is the thrive cart embed checkout that displays right below the video. One thing you'll note whenever you pause this black overlay with the white triangle cover over the video. That way they don't get distracted by related videos or anything like that. Also, at the very end of the video, it'll show a replay button again so that they can't see the related videos or anything like that the focus is on the video and the checkout.
So that's how you build the one page video sales letter with thrive cart.
Active Campaign Teachable.
In is video we're going to cover integrating your Teachable account with Active Campaign so that when somebody purchases of course of yours from Teachable, they get added to Active Campaign and then if somebody cancels a Teachable subscription, we do something for instance, tag them and Active Campaign and to accomplish this, we're going to use Zapier. So let's dive right in.
Your Teachable account, you're going to want to integrate whatever product or subscriptions you have to Active Campaign using Zapier. So inside my account here, I have a couple products, I set the price to free and the reason I did that now is because I want to get some test transactions to go through Zapier. So you might need to do that and then let's just go straight to Zapier and see what we can accomplish here.
So I'm going to go ahead and click on makers app, search for Teachable and you've got a number of different options you can trigger off of. Now to start with, we're going to do new sale but let's look at some of the other option. If a payment is made, that might be one to do, if they complete a course that might be another one, in other words, do something Active Campaign based on course completion.
And then I would definitely want to handle this a subscription cancellation and want to be notified about that. One thing I don't notice here is a refund. I don't see where that's covered here. It may be handled by your subscription cancellation. But to start with, let's simply do new sale, and then click on next or save and continue, choose an account, if you haven't already set up only to connect an account, not a bad idea to test it and then Save and Continue.
And here's where you want to you want to do a test purchase in Teachable so that our transactions shows up versus using the default data that gets sent over and I always like to check that it's a sale that I made and I'm looking for my name in here. Yes, I see myself perfect and I'm going to click on Continue. Now, I don't want to go straight to Active Campaign, I want to add a filter first, because I want to pick off specific Teachable courses unless you don't care.
But my recommendation is for each teach Teachable course you tag them appropriately based on what they purchase. So I'm going to go ahead and add an action step here. So only continue if and then click on Save and Continue. Now we want to pick off what is the field I'm really looking for the course name is what I'm looking at but I'm going to take a peek at any of the other stuff that's available to key off of looks like there's coupon that we can key off of the affiliate or the course URL, if there is an affiliate that made the sale, those would all be good ones.
But I think this is perfect. I want course name and I like to do contains not a exact match but if they have for instance, this one's called seasons, what if I have seasons part two, it would catch both of those and I may not want to do it. So this should catch what was sent over from Teachable and that's why I like to do a test transaction versus using the default data, I'm going to click on continue testing continue and it would pass because that was one of the things that was sent over.
So now I'm going to continue on. Now we're going to get to Active Campaign. So I'm gonna go to Active Campaign and what do we want to do typically, we want to create update, contact, saving continue. And I am going to use this account right here that I've already connected. So now it looks like I need to reconnect. So you may not see this, it's going off screen, it's asking for some information about my account and inside my head Active Campaign account, I want to go to here or notice settings, I want to go to developer.
And then yes and continue and if everything's gone, right, this should now be connected. So I'm gonna click on test to make sure it works, great, Save and Continue. And then I have to, there's a couple things I have to do, I have to put them on a list, I'm going to put them on the main list and I want to get their email address, and it should be from the new sale not from the only.
So there's the email and now if I want to catch that name, I don't have much of a choice because it doesn't break it in first last, I'm use full name here. And again, from the new sale, I'm going to say username and that could be a little scary but that's probably going to be the right thing to do don't have any phone number, I would definitely want to tag that, I basically I'm not searching for any anything that was here, I'm going to put in a tag and I'm not actually using this tag but that's something I would do it would be like customer dash, program name dash active, or something like that.
I've got a bunch of custom fields and you know what, just for this, I'm not actually going to do that, but highly recommended, especially if they do a refund or continue our subscription cancellation. And then I'll go look inside my Active Campaign account. So I'm going to go ahead and go here, search for that, make sure I'm on the main list and then I've been put on the main list and no tags, no animations, but those are other things that you can do and then finally, I want to finish this probably want to give it a name.
Now what I want to do is I want to create the same thing except for if there is a refund. And you can keep doing this over and over. Now you have a lot of courses, you might have a lot of zaps that have to happen. But this is the way to connect them up easily. So Teachable this time, it's going to do one less and I'm going to go to subscription cancel, and unfortunately, I don't have any data that's been sent over for our subscription cancel.
So I'm not really going to be able to test this. Our filter, because I only want to pick off specific courses, you don't have to do this. If it doesn't matter to you, as long as people get into Active Campaign, then that's fine. So I'm going to go ahead and key off, of course name contains and this for the seasons, and it should pass. So I'm going to test and continue. Keep moving on.
Now we're going to do an Active Campaign again, it's a contact, update, create or update, Save and Continue. And I want to make sure I go to the right account and just kind of test it to make sure they're go. And again, I'm gonna put them on the same list that I did earlier, you might have a different list that kind of defeats the purpose from subscription cancel, I'm going to pick off user email, not gonna worry about first name, last name in this case, and I definitely add some kind of tag that indicates they're no longer subscribed.
That's it. I'm going to skip the testing this time. Just going to trust it but normally I wouldn't and go ahead and finish dividend name. That's how you connected Active Campaign and Teachable using Zapier.
Active Campaign thrivecart RFM.
RFM stands for recency, frequency and monetary value. What we want to do is when somebody purchases or refunds a thrivecart order, we want to update their ActiveCampaign profile with that information. Recency represents how recently did the customer purchase, that's a date. Frequency is how often do they purchase, quantity. Monetary value is how much do they spend, value.
Now, good old Wikipedia gives an explanation of exactly what this is. What's highlighted in red in the first box is what I just explained. The bottom box says that recency and frequency are basically in groups, you group them into sections, and you scale it from one to 10. So for instance, one month back to month back, etc. Frequency, recency with the that frequency is how many, but they cap it at a certain value.
I'm doing it a little bit different. My data is simply analog and it's exactly what's happened. Recency is the exact date they purchased and frequency is the exact number of purchases they've made and monetary represents simply the dollar amount. Now one thing to note about the way I'm going to show you how this is done is I keep track only of purchases not have refunds and the reason I do that is because thrive card allows you to refund partially.
So for instance, somebody could buy once, get refund partial, get another refund partial, get another refund partial, so you've got one order and three refunds, that would be negative two orders. That's not right. Instead, we always increment or decrement, the value the amount of money, we only count the number of purchases, and we only date the purchases. So let's dive right in.
We're going to install a script on your website. This is not for WordPress, you basically have to copy this, paste it in, make some changes. Let's go ahead and do that. So I'm going to copy this code starting right here at the top all the way down to this last closing brace, I need to log into my hosting Cpanel account, I've created a subdirectory called thrivecary and in there, I'm going to create a file called index.php, I'm gonna go ahead and create that new file and then what I want to do is edit the file, paste in the contents there.
And I do need to make some edits and I'm going to show you there's three things that need to be done here. When we want this to go live, we want this allow test to be set to NO but because I want to do some testing, I'm going to change that to YES for now. But do remember, you want to put it back to NO so that you don't catch test transactions. We also need our Active Campaign URL and API key.
So inside your Active Campaign account, I'm gonna go down to settings, developer and I want to underneath API access, I want to copy the URL back to the file, paste it in between those single quotes for URL. Now for API key, I go back here, copy the key back to index and I do this, paste that in and now I need to create some custom fields and I would recommend I've already typed in the values I expect you to do.
And I'm going to go ahead and do that in Active Campaign buthese are the values that we're going to use. So let me show you what to do here. We want to go to lists, manage fields and then I'm going to add three fields. The first one is RFM last date and you want to just leave it doesn't matter which group you want it to be a date field. So I'm going to go ahead and do that click add.
Second one is RFM quantity and that's going to be a text input and then the last one is RFM value and again, a text input. So all of these are available for any lists that somebody joins on your in your Active Campaign account. So we've got those, so that means I don't need to make any changes to this right here, if I called it something else and let me go right back there. Notice this is the personalization tag that we need.
So RFM underscore last underscore date, which I've already done here. So really, you shouldn't have to do anything. So now go ahead and save that. Now inside our thrivecart account, we want to send information over to this script. Whenever a purchase refund, basically anything occurs, I want to go into thrivecart, I want to go to settings, API and web hooks, bottom Right.
For web hook notifications, I want to go to View Settings, I want to click on add another web hook and I'm going to call it RFM and I want to give it the URL that it's located at to my thrivecart directory that I created and it's the index dot php. and actually you do not need to specify it but I would just do that for good measure. Click Save this web hook. Now I just want to point out that we've we're allowing test transactions to occur.
So I just want to make sure it works once it works and changes to NO. Now, next thing to do is make a test purchase. So I'm going to go ahead and do here I've got a product in test mode. So I'm gonna simply going to get the URL and I'm going to go ahead and make a test purchase. And just need to click order complete or complete order and one thing to note about thrivecart, they're going to send over information that says 9900.
So that's $99 and zero cents, we could do the math or take another value that gives you 99.00. I'm going to let you do that on your side. But it's going to show up as 9900. So I'm going to go ahead and complete the order. And I've got it wrong. Thank You page. But now what I want to do is I'm going to go search for that user and notice RFM last date is today June 1 2019, I've had one order, the total value is 9900 pennies, $99.
So there now if I went and made another purchase, and guess what, I'm simply going to buy the exact same product again. Now the date is going to stay the same, it would have update, updates, but it happens to be the same date quantity should increase by one and the value should double. So now I'm up to two transactions, total value is 19 hundred ninety eight dollars is what it is.
Now let's go back into thrivecart and refund part of that purchase. So here's something you might not know I want to see my test transactions. So in the URL at the top, I go to the very end and I put a dash test, and then go ahead and hit return and notice this goes into test mode and as you can tell I'm having a bad day over here for refund.
So I'm going to go down here I'm going to click on View and I've got today's date I've done a number already and I got two transactions I'm going to do a partial refund and let's see my feeling generous or not, let's do $40 go ahead and refund that. The dates not going to change the quantity is not going to change the RFM value should go down. So the value did decrease the quantity stayed the same, and the date has not changed.
So that's how you set up Active Campaign thrivecart RFM. And in the next video, I'll show you how to use that information.