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.
Active Campaign spam bots. In this video, we're going to talk about how to prevent those nasty things from occurring to your Active Campaign account. And what I'm going to show you applies to pretty much all email providers. However, we're going to do this for Active Campaign.
Now the challenges you don't want to alienate people, legitimate people that are signing up and active campaigns got three recommendations here, kind of in terms of which is the most efficient to the least efficient. So the first recommendation is add a caption to all forms. Yes, great, that will do the job. The downside, you're likely to have much lower conversions as a result.
Have you ever done a capture that you've enjoyed, or have got stuck in? Well, that's problematic. The next option is add confirm, double optin to your forms. Now again, this can hurt conversions, but honestly, not necessarily a bad thing if you're looking to get legitimate real people in there.
However, this isn't perfect. The downside on this one is that bots can submit email addresses of legitimate people. Now Guess what? If those people get your emails, what are they going to think, oh, great spam, they're going to hit the spam button. That does not help your deliver ability, you don't want that to happen.
The third one, and in theory, the least reliable is add a hidden form to your form, hidden fields to your form. And the theory is if the bot fills that out, then fills out that form that field you know it's a bot. Then you have an automation that automatically unsubscribe them then for anyone that's filled out that hidden field.
Now the downside is bots are getting smarter, and a lot of times they will not fill out a hidden field if it's empty. So what do you do? Instead of using the hidden field, use a text field and then hide it using CSS. So let's dive right in. Now what we want to do here is a couple things.
And let me back up and tell you there's some assumptions here. One, you know how to edit some HTML or the service that's serving up your web form has the capability of being edited and you know how to go in there and change the code so that you can hide something, now I'm going to do it kind of old fashioned way, but it has to be done eventually.
Now inside your Active Campaign account, you want to create a custom field and I've already done this one. So under let's go to lists are there it is managed field, you want to create a custom field that's the whole purpose is simply for the bot. I've created one called favorite color and it's a text input, text input output is important here because we want to be visible but we are going to it does we do not want a hidden field.
And then inside your form, you're going to want to add that field. So I'm going to go and I'm going to use this one right here. And I'm going to add that view, right, wherever I want, but I'm going to hide it eventually. Now for this one, I don't want double opt in, that's I kind of want to skip that idea. So I'm going to make sure this is off. I'm going to go ahead and save that.
And then I'm going to take this code and embed it on my site. Now let's be honest, it's not going to be super pretty and that's why you might be using something else to present your OPT in forms, but I want to show you how. So I'm going to just paste that in. I'm gonna save it and there it is.
And again, what I'm going to show you kind of in test mode, if you will, and you're going to need to figure out how to implement this on whatever service you're using to display your form. So I am simply going to inspect this, and I need to add a little inline CSS. Again, there's multiple ways to accomplish this. So I want to add some inline CSS.
I'm gonna go ahead and put that in there. And I hit return, notice how it disappeared, I want to get rid of this favorite colored label too. So I'm also going to had some code, come on. So there the only two fields showing up for me anyways, our full name and email, but not favorite color a bottom in their hand, or is going to see three text fields that he's going to want to fill out.
So that's one thing. Second thing is inside my Active Campaign account, I want to create an automation and I've already started and actually did this, but I do need to make some changes to it, and I want to trigger it, we can trigger when the context field favorite color changes and then we actually have to do a test.
So I'm going to actually go in here and I put this five minute wait, just kind of so we can watch how things work. So what I'm going to do is I'm going to do an conditional check, and I'm wanting to go to custom contact fields favorite color, and I want to say greater than empty. So in other words, if it has something in it, then go down the yes path.
If it doesn't, well, just in the automation. So the way I've got this setup, it's just a one time deal. Whenever the field that's called favorite color changes ever run it the first time, the contact is added or updated. And then I've gotta wait for five minutes, just so we can watch and see what happens here.
And then we check is the favorite field greater than empty? If it is, let's unsubscribe. The assumption is that that's a bot. So let's go fill this out. And again, I'm not feeling in my favorite color and I'm going to submit that. Alright, so now let's go find that contact and see where they are in this automation, assuming they've had it.
So notice no favorite color because I didn't do it specify. I'm on a list and I'm in an automation so let's go view that automation out. If everything works properly I should go down the no path. So instead of waiting for five minutes, let's just skip this and see what happens. Great, I did not get unsubscribe because I don't have a favorite color.
That's how you can help block spam bots for Active Campaign.
Active Campaign goals.
In this video, we're gonna to cover the portion of goals that begins with and when this goal is, that's one of the one of the two conditions that needs to be met for a goal to be accomplished and it has to do with where is the contact in the automation?
Are they, is the goal below the contacts position? Or is it anywhere in the automation? And we've set up an automation that we're going to use for testing purposes that basically has a number of five minute wait, and we're going to put a contact in there, apply a tag and see what happens.
And I've got two tags, one's a TEMP-A, one is TEMP-B, and then a couple conditional, I want to show you what happens when people in automation and you apply a tag that meets the goal, but you also have the condition where they are. So let's dive right in.
Inside Active Campaign I've got this automation, I should probably make active so it'll work. I'm going to put myself in here. Notice I have no tags right now I've been through other automation but that's not the important thing is we're going to use some tags to trigger some goals.
So what I've done is, someone gets put in here, there's a five minute wait, then we have a conditional check, do they have the tag TEMP-A? Nothing fancy just looking for a tag. If they do have that tag, we go down this path and we wait for five minutes.
And then we also have this goal and notice it's Do they have this tag, so they're going to skip over that five minute wait, but notice we have and when the goal is below the contacts position, and then we want to continue anyway, so we're focusing on and when the goal is.
Now let me show you what happens if the answer is no, there's a five minute wait, do they have TEMP-B tag and if you look at the goal down here and if you look at the goal down here, and when this goal is anywhere.
We're not using the below contacts position, we're using anywhere. So a little bit different, these two goals are set up slightly different and I've named them so it's pretty obvious what they are.
So first thing we'll do is we'll put the contact in here and I'm just going to manually step them through. And ideally, they're going to end up here, right? That's what makes sense.
So let's actually time stamp this, we kind of have an idea what's going on, 9:12 Okay, and let me put me into this automation. I think I called a goal. And actually looks like I did this a while ago. But it was a different automation.
So right now I'm sitting at the five minute wait, I have no tags, right? So I should be going down the no path. I'm going to just step through right now and skip every step. I'm not gonna wait to see what it comes down to. Okay, right.
I want it over here, I should go down the no path and exit the automation. And the little x indicates that I did not meet this condition. And actually that x here means that I skipped, so here I am waiting for five minutes guess what, I'm skipping that too.
Alright, pretty boring. We did as expected, we never had this tag so as a result, we never, we never met any of the goals. So let's do the next case. Now this time, I'm going to make me stop here. I'm going to apply the TEMP-A tag and see what happens.
So I'm going to go back to here. Let's apply not that let's apply the temp tag. TEMP-A no, no sorry, wrong. I don't want to do that yet. I want to go back into the automation. There it is right there. So I'm back in the first five minute wait, let's go take a look and I am going to view that.
And let's look at the time 9:14 nothing exciting and let me go back and find me again. Okay, so no tags applied to me right now, I'm sitting here waiting for five minutes. Now I'm going to apply the TEMP-A tag right now and it's 9:14 so here we go.
So let's add that thing, TEMP-A tag. Now, it's coming up on 9:14, 9:15 and 9:15 we're going to refresh the automation and see what my status is, so around 9:15 I might pause this video and check again at a different time to see when I move if I move. So I'm gonna go ahead and refresh that.
Oh, look at that 9:15 26 seconds and I have move down here. I met this goal into this automation. So this wait as soon as I met the goal, I get move sure it was about 30 seconds, but it certainly wasn't the five minute wait. So as soon as I met that goal, I was pulled down here, and I'm out of it.
So let's go back and I'm going to go back to this contact, I'm going to remove the tag because I want to start clean. So I'm going to go ahead and remove that.
And guess what I'm going to do going back into the goal, automation so here we go. It should be at the top again, right? This is a new path, I've not, I don't have this tag anymore, so I no longer meet the goal.
Now what I'm going to do is I'm going to skip this. So I'm down this five minute wait. Then I'm going to apply this tag and let's see what happens. So I'm going to skip this step. So right now it is 9:16 30. And you know what I'm adding the tag that A tag in this case, let's just see this and see what happened.
So nine, let me wait till 9:17 and I'm going to refresh the screen for the automation to see if I've moved at all. So let's do a refresh here. And my guess is I'm not going to meet this goal because I'm already down the no leg.
So that's the case at 9:22ish I'm going to move down this path and go down the no. So I'm going to refresh one more time and then I'm going to pause the video and come back in a few minutes. So I still haven't moved. It's been more than 30 seconds spent about a minute I guess. So I'm going to pause and come back at 9:21ish.
OK! It's 9:21, let's hit refresh on this to see if there's been any movement. So no. So I think we can safely conclude that we've gone past the leg that we could go to meet this goal. So we're not able to backtrack here with these conditions.
And in when the five minutes is up shortly, I should move through here. And I will go down the no path because I don't meet the conditions for this, which is having the B tag. I have the A tag, remember right? There it is right there. And hopefully, I moved quickly, six minutes ago, so hopefully this will be soon.
Okay, let's see if we hit 9:25 and move along here. All right, so it looks like it's actually on the five minute mark. So five minutes really isn't five minutes. Okay, so yeah, I didn't have the B tag, I'm here. And we know that all I'm going to do is go here, so I'm going to skip this action.
And that happened at 9:25. Alright, so let's go back to this guy, remove the B A tag, and this time, we're going to test the B tag. So I'm going to go back into the goal automation. And let's go take a look at it.
Here we are at the five minute wait, I'm going to apply the B tag and you know what's going to happen is I'm going to go directly down here and I'm going to finish so I'm going to do that right now. Let's add B and 9:26:04.
Okay, let's double check. I'm just gonna hit refresh on this. Make sure I do have that TEMP-B tag.
OK! 9:29 Let's hit refresh. Okay, a little concerning because I've already met the goal but I'm still here in this five minute wait, which I was added three minutes ago. So let's hit refresh on this. So there we go. So it took me four minutes.
Which is less than five minute wait time, but I did meet the goal and I'm out of the automation. So in both cases, so far the wait did not wait from hitting the goals. Yes, the second one took it out looks like four minutes, the other one took less than a minute or about a minute.
So now let's go back in and make some changes again. So I'm going to go ahead and of course, remove the TEMP-B tag. So I don't want to hit the goal right off the bat. And that's right, so I'm going to put myself back into the goal automation.
So I'm going to skip this step, which will put me down here, put me into this, this side right here and I'm also going to skip this step. So I'm down here at this wait step. Then I'm going to apply the TEMP-B tag and see what happens. So let's go ahead and move along.
So I'm waiting for five minutes. It is 9:31, 9:31:30ish. I'm going to go ahead and apply the tag now, the TEMP-B tag and let's see what happens. So 9:31:44 and then apply the TEMP-B. So let's see what happens within the next five minutes.
All right, we're at 9:33 right now and I'm going to refresh this. So nothing's happened so far I've been here it looks like it says a minute, which we know is a little bit more than that. All right, it's 9:34. Let's see what happens now if we've moved at all.
So it says we've been here for two minutes now. Okay, it's 9:35 let's check to see if anything's happened. Okay, 9:35:31 seconds. We were there for four minutes, but we definitely jump over to this goal. So in other words, we backtracked and that's what happens when you have the anywhere condition.
So that's Active Campaign goals, we learned that the time limit really doesn't have an impact. In other words, they don't wait for the time to pass before they meet the goal. As soon as they meet the goal they get pulled through. But we also noted that they don't move through instantly, within five minutes they will move to the goal.
So that's Active Campaign goal.
In this video we're going to cover what ActiveMember360 can provide for excerpts, especially as it relates to memberships. So let's dive right in.
Before we continue, I want to mention that we have a free masterclass that goes into the details of how to create a membership site so you can start selling your online courses in an afternoon, just go to integratepro.co/ytvideo.
Inside your WordPress account, you want to go to ActiveMember360 plugin options, scroll down to excerpts and you've got a few options here. Do you want to force them at all times Yes or no? And then this is probably the most underrated or unobserved feature is the blur effects for excerpts.
If you say yes, what you can do is change. You can have a gradient of color where it starts to finish and I'll be honest, I have not used it but the idea is you start at one color and you fade to the other. So you might look like start from black, all the white or all the white to black.
And as an example, usually most newspaper sites that are charging for accessing their site after a certain number of views will have like a blur occur. And I'm just going to start clicking example feeling the Wall Street Journal is going to do something like that.
They might let you read one or two, but there it is right there. Notice how that fade. So it's kind of an excerpt right here, but it fades from black font to grey. And if I want to read the whole thing, they want me to subscribe.
So on your WordPress site, you can effectively accomplish that using the excerpt blur capability that ActiveMember360 has provided. That's it, I mean, that's that's kind of a cool feature, especially if you're setting up a membership site that's standalone, not using Learning Management set system and you kind of want to tease people on what's available.
That's the ActiveMember360 Excerpts go to integratepro.co/ytvideo to get the details on how to create a membership site and start selling your online courses in an afternoon.
ActiveMember360 Cache Options.
In this video we'll talk about the cache options available for ActiveMember360 and they're actually very limited and usually we take this into account when we're building a membership site.
So let's dive right in.
Before we continue, I want to mention that we have a free master class that goes into the details of how to create a membership site. So you can start selling your online courses in an afternoon, just go to integratepro.co/ytvideo.
Inside WordPress, you want to go to ActiveMember360, plugin options. And you want to scroll down to cache options. And really, you don't have much choice, the default is six hours, you can go as low as one hour as much as 24 hours.
And this is the amount of time between when ActiveMember360 capture some information about the contact vert and then we'll have to actively search out for more information. So in other words, if it said to six hours and they come back to visit the page, ActiveMember360 is going to make a call back to Active Campaign to look for information.
Now this can be caused strain on your web server or your account with campaign. And the argument for keeping it as short as possible is if you have updated information that's occurring frequently, versus things that don't change very often you can push it out to 24 hours.
And the reason you want to keep it at least an hour obviously and more is so that if for whatever reason you send a number of people to your membership site at the same time, you don't want to have ActiveMember360 calling back to Active Campaign like 1000, 10,000 hundred thousand times all at once.
If people have already been logged in recently, it won't need to make a call back to check their permission levels. So really all I'm saying is just leave it at six hours is my best recommendation.
That's ActiveMember360 Cache Options.
Go to integratepro.co/ytvideo to get the details on how to create a membership site and start selling your online courses in an afternoon.
ActiveMember360 content access options is what we're going to cover in this video so let's dive right in.
Before we continue, I want to mention that we have a free masterclass that goes into the details of how to create a membership site so you can start selling your online courses in an afternoon. Just go to integratepro.co/ytvideo.
Inside your WordPress account, you want to go to ActiveMember360 plugin options, content access options, and I'll be honest, there isn't much here. So for people that have access they have I'm not gonna say admin exactly, but depending on their role, what do you want to have them able to do?
Now use this super administrator basically can do anything but what do you want like the next level down to be able to do and then I'll be honest, the only one I really think is important here is you probably do want to suppress the WordPress toolbar and the reason would be because you might have somebody who is an admin but also a customer but why show them that navigation at the top so i would suggest having this set to yes and then go ahead and save changes.
That's the ActiveMember360 content access options go to integratepro.co/ytvideo to get the details on how to create a membership site and start selling your online courses in an afternoon.
ActiveMember360 comments options.
In this video, we're going to cover the options for comments using active member 360. So let's dive right in.
Before we continue, I want to mention that we have a free masterclass that goes into the details of how to create a membership site. So you can start selling your online courses in an afternoon, just go to integratepro.co/ytvideo.
So inside your WordPress site, we want to go to active member 360, you want to go to plug in options. You want to go to comment options, and you can activate the advanced comment options or not. And then you've got the option to display comments from or not. And then what do you want to do? Do you want to suppress them all together, display them or display them with excerpts?
Now I'll be honest, I don't use this at all. And I think because of the combination when I'm building a membership site that's using something like learn dash, where it's not all together obvious where comments would show up.Plus, if somebody is going to use for instance, the BB press forum software, it doesn't make nearly as much sense is it at unless you are going to build a membership site based on the pages or post inside active member 360.
In other words, if you're not using an LMS, this might very well come in handy because in that case, you can allow somebody to comment on a lesson, the course of page, wherever and you effectively use that as notes to self. So in other words, they can keep their own notes, you can set it up so nobody else can see that. And in my opinion, that's kind of the best way to use the comments options in ActiveMember360.
That's how you can use the active member 360 comments options go to integratepro.co/ytvideo to get the details on how to create a membership site and start selling your online courses in an afternoon.
ActiveMember360 logging. In this video, we're going to cover what ActiveMember360 can do for logging and why you might want to use it. So let's dive right in.
Before we continue, I want to mention that we have a free master class that goes into the details of how to create a membership site so you can start selling your online courses in an afternoon, just go to integratepro.co/ytvideo.
Inside WordPress from your dashboard, you want to go to ActiveMember360, Click on plugin options, and then click on logging. And there really isn't much choice here, you can enable or not enable API logging, and web hook logging. And you can keep track of how many calls you want to record or not.
If you put zero in there, it's going to just keep logging in many as come in. If you put any other number greater than zero, it'll only record or keep those most recent ones. And if you do use it, again, I would recommend using the note section to date it, sign it effectively, in your reason.
Now in general, hopefully you don't want or even need to have this running. And what it's good for is if you're having any kind of issues, if something's not working, you're setting something up, you're trying to get it to work with Active Campaign, which it does. And for whatever reason, let's say a customer's not getting access, they've tried to log in, but they're not getting the access you expect.
This is where this comes in useful for figuring things out. So if you end up contacting supportive ActiveMember360, they'll typically ask you to turn this on, so that you can record what's going on. And then that information gets taken look at and hopefully evaluate or you can help you evaluate what's going on.
So when I do use this, I take quickly turn it on. When I think there's a problem, I put it Yes, yes, I'd leave it at zero. Because I want to capture everything. And then when I'm done with it, everything's working, I basically come back and say no, no, and then save changes.
Now this, where are the results? Well, give me to go into utilities, Yeah!, and right here, this is the API log Do you want to click on that. And all the responses or the information that's been come in will be in here. You can tell it how many results you want to display.
And then you can simply search for anything in particular, now because I haven't had this on, at least for a while. There's no logs in there. So there's no data to work with at this time. But this is really useful for debugging. If you have any kind of problems with Active Campaign and ActiveMember360 talking to each other.
So that's ActiveMember360 logging, go to integratepro.co/ytvideo to get the details on how to create a membership site and start selling your online courses in an afternoon.