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.
Active Campaign welcome series.
In this video, we're going to cover what to include in an Active Campaign welcome series when somebody joins your mailing list. In my opinion, the biggest thing you want to do is deliver what you promised. Now with that said, you don't have to make it super easy for that to happen.
Personally, I don't want somebody to actually just put in a fake email address and expect that thank you page is going to have what they want. Rather, I want to have them go through a few things to get what they asked for not impossible, not difficult but if they're interested, they'll do it.
And I want people to engage, I want them to click, I want them to reply, and then in my opinion, you do not want to disturb them while they're going to a welcome series and I'll show you how to do that. And then finally, decide if you want to keep or remove these people at the end of a welcome series.
If somebody is going to be interested in your list and what you're offering and what you're doing, it's likely that are going to engage early on, if they don't, the likelihood is they're not the right person for you. So let's dive right in.
So by way of an example, here's a opt in page I have 30 simple, there's really only one thing you can do, well two click the button, sign up or leave and I'm making a simple promise when you you can get this guy that has automation, some code snippet and checklists for doing this.
So all I do is ask for an email address, nothing, nothing, nothing too difficult to do so submit that they get put on to a list and get put into a number of automation in Active Campaign. So in this case, I've got four different automation, they go to three of them prior to even getting kind of my welcome series. So let's just share how it starts.
When somebody signs up for that list first thing I do is they put them into an automation called signup and guess what, I immediately put the I'm into another automation called confirm and the reason I do that is I'm not using the double opt in process, I'm not requiring them to click a link in an Active Campaign email.
I don't really want to put in there but I do want to make sure that they're interested. So what my confirmation process looks like is this. We send an email, and we wait a day and then we wait till 8am in my timezone, we could do their time zone, but I'll be honest, oftentimes, the geo location in here isn't perfect.
So I just fixed the time. I know at 8am it's early for me could be early for them. Send the same email again and then I wait another day I wait till 1pm my time zone, send the email one more time. Wait for a day wait till 7pm I could send it again. Now note, it's the same email over and over.
Why would I send that to them three times over the course of a few days? Well, I want them to confirm. So let me just show you what the contents of this email looks like. So this is the first email they get, pretty simple, right? All I'm asking them to do is click here to confirm can't miss that.
And the important thing that happens is one we send them to a thank you page. So probably more important is that I'm tagging them as confirmed, they verified that they're interested in what they signed up for. So that's my method for doing that.
And like I said, it's surely looks like I'm sending it to him three times over a few days. Well, once they click that, guess what happens, they get pulled all the way down to the bottom and notice this goal is profile membership confirmed.
In other words, did they click on the link, if they did, we pulled them all the way down to the bottom here. So in theory, they could get this first email, click on the link, and never see the other emails. But if they don't, I'm giving them a chance to actually confirm their interest.
Now, if they've made it through all of these, and they get down to the bottom, this is the point where I actually unsubscribe them. If I can't get somebody to click on the link in the very first email that I send, they're not really that interested so they get unsubscribe from a list and they also exit the membership signup automation that they were in.
So instead of continuing through here, they immediately exit, they're done. They're on subscribe, they're no longer in my universe. But if they do click, what happens is this. So they've came in here, they've got put into this automation and then they sit here at this goal, which is basically the same as the other goal.
As long once they have this tag, they continue on. But in this case, it's wait until the conditions are met. So they actually have to click the link. If they don't remember, they're going to get pulled out. So this person here, we've sent at least one confirmation email and they still haven't clicked.
As soon as they click, they will move on. Now, here's the next thing. So I send out an email what I promised, I wait a day, and I send it again so your monitor will why would I send effectively the same thing and wait another day?
Well, guess what, I've got a goal down here, which says if they have any of these tags, and I'll explain in a minute how that works, then pull them out. So after this first email gets sent, there's some links in there. If they click on any of those links, they get tagged, let's take a look at that.
So at this point, they've clicked the link that says they're confirmed or interested now I'm ready to deliver it. But guess what I make it a little bit challenging to me that I'm asking for them to tell me something about themselves. So in this case, it's about a membership site, they plan to do it by themselves, or they might want some other options, or they want me my team to do it.
So I want to segment them a little bit by giving them an option to click on the link. Now, this link here goes to the same page, each of these links are slightly different, we put something in the query string that makes them a little bit different.
So here's what it looks like, if I click on this link, if they click on this link, it's got this DIY at the end and then we apply a tag called profile membership DIY and the other tags are very similar. I think this is the DWI and then DFY and that way I apply a tag that specific based on what their interest is.
Now you're thinking Well, great, they could just click on all three, and they get all three tags. Well, guess what? That's not the case so let me show you that automation next. So just to go back, here we are, we came in here, if we made if we confirm we keep continuing and then if we want what we asked for, we click one of these links that are in here or all three, but we you only take into account the results from the first link.
As soon as they're done, this automation is complete. Now, they come into this automation here and they can come in here through multiple options right here and once they've done that, we put them put them down to this if conditional check, and we say do they have the Do Not Disturb thing or not.
Now the first time they come through here, they should not have and then we put them down here, apply a tag and then we wait for five minutes. Now they very well could click on any of the other tags and that's a little bit problematic and at that point, I kind of have to make a judgment call.
I know in this case, most people are clicking on this tag most second most or this third most of this. So then let's just say they clicked on this one within five minutes they're going to come in, they're going to go down this other path, which is basically going to exit them out of the automation.
But if they come in here, and we applied the Do Not Disturb wait five minutes, then we check, do they have the DIY tag, if they do we go clean up the other tags, we remove them. If they don't have it, then we check on the DWI and then we do some cleanup here and then if they don't have that, then we check for this and if if they do have that we get rid of the other tags, we basically want them to have one tag.
And at the very end of that which is the total five minutes, we're going to apply a Do Not Disturb tag and at that point they exit. So we've actually got some information on these people we know if they're a do it yourselfer done with you or a done for you type person.
And then finally, the last automation after all that is said and done that we want to put them into is called just basically the active there, they've gone through, they've confirmed, they click the Download button by and they've also told me some information about themselves then I put him into what I would call the welcome series.
And at this point, first thing I want to do is apply a Do Not Disturb tag and I'll be honest, I think this is the most important part because you may be sending out emails to your list on a daily basis. My opinion, you do not want to include people that are new, you want to give them a chance to consume your content, then put them into the daily rotation when they do not have this tag.
So when we're in here, this automation, we apply it to start. At the very end, we remove it. So now when you send out your daily broadcast weekly broadcast, they're going to receive it but not while they're in here.
And then my other thing they typically do is I set the time zone to be consistent. I always want to send at a time and get them to expect that's going to happen. So in this case, I'm setting up for 7am in my time zone singing email one way today, send email two granted I'm just copying this and notice it's draft mode.
But at this point, I've gotten people that have basically said yes, I'm interested, here's a little bit of information about me and now I'm going to send my welcome series too.
So that's the Active Campaign Welcome series.
ActiveMember360 Auto login.
Now what I'm going to suggest is something slightly different, let's call it a pseudo auto login. When somebody purchases, they get redirected to a thank you page that has the auto login link embedded instead of directly into the members area. And yes, I realized that kind of defeats the purpose of auto login. However, it guarantees a seamless experience and gives you a chance to message the customer appropriately.
So I've got a link right there, that's thrive cart providing some code on how to implement it. Now the reason I bring this up because I've seen four different scenarios occur when auto login is enabled. So a purchase is made, the person is redirected and they get put into the members area seamlessly. No login, no hesitation, it works perfect. The next three are kind of less than ideal. Purchase occurs, and for whatever reason the checkout page, thank you, the checkout thank you page gets displayed, and then it continues to the members area.
So yes, they end up getting auto logged in, but there's this hesitation there. Third one is purchase the display checkout page to get shown, and then redirected to the login page and other words, the auto login timed out before there could be the connection made that would allow the person to log in. And the last one is purchases made the checkout page, the default checkout page for the shopping cart display, and that's it.
It doesn't go anywhere else. So those last three are I think, are there are caused by kind of a slow connection either Active Campaign not responding to the request for the auto login, or your website, taking too long to load and the shopping cart is timed coming out saying, whoops, I tried long enough, I'm just going to stop here. So rather than kind of allow the customer to suffer through that, let's make it so they get pushed to a thank you page but all they have to do is click a button, they don't have to know a password, they don't have to know their email. You'll get that to them later and they're automatically logged in.
So let's dive right in. So inside your thrive card account, you might have something looks like this for the fill up page. The success URL, in this case, I have a bump offer has the MBR auto login equals and then a code, which will auto log the person after they purchased. Now that can work very well and it does often but like they said, there can be issues. So instead, what you're going to want to do is have your own page your own thank you page that people get redirected to, you're gonna have to have some custom code on that.
But instead directing to the MBR, auto login, you're going to simply go to the thank you page. And on that page, you're going to display whatever you want but basically, there's going to be a button or a link that allows them to click on it and auto login. So let me show you an example of that. So here's the thank you page, I've got the video auto plan now, I'm just going to pause it right there for a second and the way I've got this setup is after a certain amount of time buttons going to pop up.
So notice this is says login, it's not going to auto log them in because they we haven't, we don't have any information from the shopping cart to say this person is allowed in. So if I click on this, all it's going to do is send me to the login page because I haven't been verified. So notice there's a login button there, I do not have access to this content. So that's in case somebody shows up on your thank you page effectively uninvited.
Now let's go ahead and make it test purchase. Now I'm going to do this incognito just to make sure there's no issues. So I'm going to go here. Now I'm going to the same page, and the auto This is starting to play and in 10 seconds, there's going to be a button that shows up down here. And it also include a message, now notice this is a little bit different. And if you look down at the bottom left hand corner, you're going to see the link that it has and notice it does not have your MBR auto login code in there, it's hidden behind the scenes, we don't want to expose that.
And notice there's a lot of information up here this query string information gets parsed and if it's valid, then this link this information is appropriate. So now when I click, I'm logged in, I have access to my profile and I now have access to the course. That's how you can use the auto login capability of ActiveMember360 for people to click on an access their purchase.
Active Campaign predictive sending. If you have a professional enterprise Active Campaign account, you now have the ability to send emails in an automation based on a contact open history. And what this will hopefully do with result in higher engagement, higher opens, higher click rate, and hopefully higher sales if that's what you want to accomplish.
Now, a few things to take into account, In my opinion, open history isn't the best. It's better to use click history, but that's what they've implemented and just kind of be aware of what the options are. So for instance, my observation is some email service providers like Gmail will open emails as they come in. They don't always do that and the result is they get marked as open and Active Campaign, so that can skew the results a little bit.
On the other hand, some contacts don't have images enabled, meaning they won't have any open history. If that's the case what Active Campaign is done is they fall back to 10am in the context time zone. So if they get sent in an automation to an email that's using predictive sending, but they don't have any open history, then the email goes out at 10am in the context time zone, otherwise, if they don't have a time zone for that contact, and it falls back to 10am in the accounts time zone, and this can be up to 24 hours.
Now with that said, you're going to want to use a wait until after sending using predictive sending so that it doesn't automatically go to the next step without first sending the email. And then also don't use this for time sensitive emails. So let's dive right in.
Inside your Active Campaign account, you might have an automation and if you're going to send out an email, for instance, like right here, this, good enough for me for what we're trying to accomplish. I just want to have something in there.
Now I want to use predictive sending. Now keep in mind if I don't have any open history, if a contact doesn't have any open history, they're going to fall back to 10am their time or 10am the account time so that's it that's all you have to do to enable it, now you want to In my opinion, put a wait step in here so when I put a wait until specific conditions are met, and I think it's going to be actions has been sent any campaign, nope, the one we just created and then continue on.
So I would, you should have not have to set this but I would just set it to one day. It should happen within 24 hours but let's just force it. So that's it. That's how you set up predictive sending you basically choose that option and then in my opinion, you want to have a wait until that campaign is actually been sent before they move on to the next step.
So that's Active Campaign predictive sending.