ActiveMember360 Security Options

ActiveMember360 Security Options

ActiveMember360 security options.

In this video we'll cover the different options you have for securing your WordPress site 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

To get started, you want to go from the dashboard to active member 360, plugin options, you want to go down to security options, click there, I think there's about 10 different options you can choose. And we'll just start at the top and work our way down. So prevent concurrent logins.

In other words, you know, don't allow the same person to login twice. And the use case might be somebody sharing their login details and you just don't want to allow that to happen. And if you do that, you do have an option. What happens, do you want to send an email when that's detected or not?

I'm going to say no to that, limit the failed login attempts. So in other words, if somebody is trying to brute force attack your site, you can set it down, you set the number of Max attempts they can try, thing if it zero just means they can try as many times as they want.

And then you have a lockdown period and the number of seconds probably at least 60, I would say before somebody can retry or 10 or 15, just to make sure that you're stopping people from brute force attempting to login.

There's an auto logout after after an inactivity and then words another security feature, if somebody hasn't been active, you simply log them out after a certain amount of time. And then you pick the number of seconds. It's up to you, I typically leave these as is.

And then there's a whitelist IP address and typically, that's going to be your IP address, you want to prevent any kind of login issues for yourself. So you want to go to like Google type, what's my IP address, copy it, put it in here, click on add my IP address.

Security codes, these are things that you make up, and you're going to use them for something like the mbr_autologin, or the mbr_genpass functionality. And honestly, this is kind of the gold of active member 360.

If I want somebody to purchase my product and get access immediately, using the security code with mbr_autologin is going to work seamlessly. So you just create random characters, numbers, whatever, put it in there, and you can add more, you can delete more.

I've got one called 12345. Please don't ever use 12345. That would be the first thing somebody would likely check. But you can use these you can disable them definitely highly recommended. That combined with the enable auto login module is very powerful.

So what this means is that somebody can automatically log in, for instance, with the security code attach the mbr_autologin makes for a much, much better experience than having to wait for an email says hey, here's your login details.

So somebody for instance, makes a purchase you can redirect them to your WordPress site and have them automatically logged in using the combination of the security codes and the auto login module. And then maybe depending on if you're using one of the following shopping carts, you can combine that so that the auto login module happens easily, easily.

And for instance, ThriveCart has a secret key provide same with JVzoo, Clickbank and Digistore. And as always, I recommend that you date it and put your name there and if you made some changes put that in there too.

So that's the active member 360 security options. Go to to get the details on how to create a membership site and start selling your online courses in an afternoon.

ActiveMember360 Passwords

ActiveMember360 Passwords

Active member 360 passwords.

In this video, we're going to cover the options you have available inside ActiveMember360 with regards to passwords, 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

So inside your WordPress account, you're going to want to go to ActiveMember360, plugin options and passwords. You know, there's a few things you can change. One is to store encrypted passwords and Active Campaign or not. Now, I don't know the full ramifications of this. But I suspect once you've done that it makes it a little more difficult or maybe even impossible to actually send out passwords from Active Campaign to the user.

Not 100% sure on that. But I think there's some definite downsides to that. Now, in general, I typically leave it as is in other words, they're playing text. And yes, I know that's not great for security. So if you have concerns, consider using the encrypted password option. Otherwise leave it as is.

And you can set a minimum password or and or a maximum password length required by default the means 8 the max is 16. The allowed character set you can put in whatever you want here and they don't do a lot here. They do have some special characters at the end, but mostly it's letters, numbers, I should say letters capital and lowercase numbers in some special characters.

You might consider pulling out like the letter L or one because a lot of times those get confused but honestly somebody really should just copy paste in the password. And as usual, if you do make some changes here I'd make a note in the Settings panel that says the date your name and what you did.

So that's ActiveMember360 passwords. Go to to get the details on how to create a membership site and start selling your online courses in an afternoon.


ActiveMember360 Special Pages

Activemember360 special pages.

In this video we're going to cover the different special pages that you can define inside activemember360. 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

So inside your WordPress site activemember360 you want to go to plugin options and special pages. Now there's a few here if you don't do anything, no big deal. It basically falls back to whatever WordPress provides as a default. So if you don't have a login page or let me rephrase that.

If you want a custom login page, you're going to want to define a page that's called login typically and you're also going to need to do something like add the NPR login form short code. This will allow you to place in a login form on a particular page.

And some things you can do. You can have labels, you can put in username email address, you can do a redirect which is kind of an important one. So for instance to a specific URL after they login and here's some examples down here. Just straight up in br login form force display and this will redirect to a specific page and if anything that's probably the most valuable option right there.

So I could choose a page I already have created or I can create a new one and do that, you can ever registration page, now the thing is you can have an internal registration page inside WordPress or you can point to somewhere else. So if somebody needs to register you can send them to for instance, like a sales page.

The default those if you define both of those, the external page will have priority. There's the option for an excerpt upsell page and also a 404 page not found. And then finally, as always in the notes section I'd recommend if you do make changes to date it, put your name in there and then say what it's all about.

So that's active member 360 special pages, go to to get the details on how to create a membership site and start selling your online courses in an afternoon.

ActiveMember360 Login Settings

Active member 360 login settings.

We're going to talk about what you can do for logging in members. So let's go ahead and 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

Inside your WordPress membership site with active number 360 installed you want to go to active member360 plugin options and the first one is login settings. So there's a number of different things you can do in here. For instance you can always require a login I do not recommend that basically your site is unseeable to the outside world. You might want to have that so that you can show at least what's inside there so you can toggle that on and off if you want.

You can or cannot have a tag that band somebody from the site completely. It's kind of an easy way to override all your other permissions by just having a tag that basically blackail someone, Yeah, that's probably the right word so that no matter what, they can't get in there, if you've got a bad customer, you get person that's trolling you. That's something you might want to consider.

The next option is do you want to allow login without a membership? So in other words, can they get in with or without that now depends on what you're offering. In my opinion, if you have a free course you've might not even require purchase obviously, but a tag but if you can allow them to log in without a membership tag, they can get in there without having access. The only thing about that is, that contact may or may not be in your active member or Active Campaign account. Maybe you want to have that there so that's something to think about. I you should just leave the default.

And here's a last login custom field. Now this is useful if you have if you want to track when your client was last in there. Now what you can do with something like this is set up an automation in Active Campaign that looks at the person's last login. And if after a certain number of days, they haven't logged in, you can send them a reminder email. This is especially useful if you've got content that's dripped out over time. And you want to make sure somebody is consuming it. You can easily set up a reminder automation based on that date custom field, the last login inside Active Campaign. Then down below there's the next to our automation to run on login automation to run on log out. So every time somebody logs in or logs out, you can run an automation and that again, that's one of those things that might be useful. You can update a score of some sort, you could send a zap to a Google Sheet do whatever. It's basically a way of keeping track of usage in your membership site.

Last one, we typically do use this. For instance, if somebody has signed up for the very first time they're logging in, you might send them to a page a welcome page or page that explains exactly what they're getting, what to do next steps that type of stuff. The great thing is you can override that with some content in your links that prevent that but that's that's the login settings for active member360 and not a bad idea to also leave notes behind like the date your name and what you did if you made a change but as you can tell this is the default settings for active member360 login settings and I'm not going to make any changes from there.

So that's the active number 360 login settings go to to get the details on How to create a membership site and start selling your online courses in an afternoon.

ConvertBox Review - A Data-Driven Analysis You Can Trust

Convert box review

In this video we're going to cover how convert boxes easy to use, who some of their competitors are and actually how to use it. So let's dive right in.

Yeah, if you go to the Convert box website, you're going to see this. And right now, they're kind of in a beta version. So you have to request an invite, or if you can get a direct link from somebody that will get you in. But as an example over here on the right, this is an example of a convert box. In this case, it has a picture of the person the top there, it's got a message, a header, a subheading, there's actually a video embedded looks like they're collecting the email address where you can click claim your discount now and they've got a countdown timer.


So that's pretty much all the features that get put into convert box, scroll down a little bit and it just kind of lead you to know what's going on. You can target visitors specifically for instance, that have been on your site who've already signed up and have been added to your mailing list. And of course you can help with boosting sales, reducing cart abandonment, that type of stuff. They do have to step call to actions, a very simple, you know, ask a question type thing, you click here to submit and takes them to the next step. So if you go through here, you'll get an idea of what's possible countdown timers you can segment people and you can actually speak directly to them with their information. And actually that's not quite out there yet but it will be soon.


And right now there's a few different styles you can slide in from the side that can have a notification bar on top, a modal window that pops up in the middle and a full page display and you can trigger that based on either people trying to leave the page or clicking a pop up or certain amount of time has passed and just about everything is customizable and they will have a different editor coming out relatively soon.


And here's some examples of what you can do you know if somebody already has a tag or not or has visited particular page you can display different convert boxes and you know what instead of keep scrolling down let's just dive right into the account here so as an example here's an account I have you can have multiple websites and it gives you a dashboard right here that tells you how many people clicks leads etc over different timeframes and you can look at views clicks or leads down below this is kind of where you do the work.


Now first off, you're going to want to have at least one campaign and within that you will have at least one convert box and what I've done is typically have a campaign per site type thing and then whatever convert boxes are appropriate for that site I put inside that campaign. So for instance, for this site, I've got four different convert boxes that could run I'm just going to close that and before we go too far I guess their stats you can just be a little more specific on what you want to see and there's some account settings for instance you can update your profile, the embed code, which is nice, it's generic, you can use a WordPress plugin, of course, if you have WordPress, they give you the exact code to embed. And the nice thing is even if you update your convert box, you do not need to update the code that's involved or you can simply send the instructions to a developer and have them installed which is basically take this code and go ahead and emebbed that.
What about email?

Email Systems

What else is there settings let me see what that Okay, oh right. You can connect to a number of different email systems in general and some other ones. I'm using Active Campaign. But it looks like AWeber, Infusionsoft, Ontraport number of different emails. You can have a custom HTML form. And what else was there? billing, I don't think we need to really go through there. But let's go back to the dashboard and show you an example. So let's go into this campaign.


And we're going to edit this convert box and I'll show you what you can do. But there are some nice things you can look at specific stats, you could reset if you want, clone it, which is a great feature makes it easy just to make some slight modifications. And then you can move to a site or delete but I'm going to go ahead and edit this. But let me just show you first the preview. So in this case, I know this is the full window takeover and that's all it is. It's got a picture of me the name and then it's got a call to action and then the email address which is connected to ActiveCampaign. I'll show you that specifically.


So there's the name. And what's nice is you just click along the top next will take you to the next step. But I think there's a back once you get going, and you can save it exit it. But we basically go to set up a customized display and targeting. So I gave it a name and associated with a particular campaign and then you choose the type of convert box you want to use. So you can use the bar on the top, you could have a slide in our center modal and full page. So I'm using a full page. But let me just show you. For instance, if I do this center modal, and I'm going to go to the next step. And this is where you get a change the look and feel. And this is what it looks like. So let me actually go back change to a bar and then show you what it looks like.

Full Page

And then one more time actually two more because I'm going to show you a few different ones. And I go back and actually I am doing a full page on this one. And this is where you get a customized if you notice if you run your mouse over it you can see that it highlights different sections. So for instance, if I click on this, I can now click and edit the text. And I have some limited capabilities on formatting so I can make it bold, underline italics or I could strike through.


Now if I go back here and I click on layout options, you can see the different things I've enabled the profile which is this picture up here. So the toggle that on and off there's the headline on and off. I could have a sub headline I didn't I could have an image I didn't I could embed a video but I didn't. I definitely have the button. No I don't. Yes, I do, no I don't opt in form. Now one thing is known as watch what happens when I toggle button and watch what happens to the opt in form it turns one off or turns the other on. I'm going to go back down here and do opt in and I can have a countdown timer.

Countdown Timer

So I'm going to double click on that. And the length of the countdown timer. It depends on whether it starts at the visitor views convert box, or do you just want to hard code in a date? So if I wanted to hard code in a date, I could do something like that. And what time of day do you want to expire, which is nice change. The color of labels can be changed days, minutes, hours, seconds, I'm not gonna do anything like that. Matter of fact, I'm not even going to use this. So I'm going to go back here and turn this off. Here's probably the feature, you know, like the most. So I clicked on this, I can edit this, I could start typing and change that. But really, I want to go to set up form actions. And I've set for instance, when somebody subscribes a URL that they can redirect to, I could simply show them the thank you message, but I want them to go to a specific page because I'm actually tracking I could pass the form values in the URL parameters and maybe pick those up on the thank you page if I want to. But from here I'm going to click on setup form actions.

... then magic

And this is kind of where the magic happens. So when a form is submitted, what do you want to have happen. So I'm doing two things, I'm putting them onto a list and then adding them to an automation. So let's just say I want to do a third thing.


So you want to select the integration and I've got IntegratePro and another Active Campaign account. I've also got the webhook capability and not going to use that but I'm just showing you let's go back to IntegratePro and then decide what I want to do. I want to add them to a list, move them add them to an automation or remove them add them a tag, remove a tag, add a new tag or add them to a form so I definitely have a lot of options there so for instance I might do that and then it's nicely will show me all the lists that I have same with for instance, automations, right now I've got a lot here you can't see them all. There's definitely a lot of them. Anyways, that is probably one of the most powerful features of convert box.

Next step

And then going on to the next step, once you got the way way you like it, just simply go to next and long way if you want, you can click on save. Now show this convert box on pages on my website. So I want them to click on a link and I have to have this code to the link that they click on.


Alternatively I could have it if they want to leave the page if they've been active/inactive for a period of time they scroll to a certain percentage of the page or just show after a specific amount of time. And that is that one is very appropriate for mobile versus if they try to leave so as far as I know you can't tell if somebody's trying to leave until they've left whereas on it desktop, you can indicate somebody leading by their mouse going up to the top.


You can also show it immediately or showed a mill immediately is a welcome mat above your page, which basically pushes the content down.

And this one, I believe, if I remember, right, yeah, you can basically wrap convert box around an external web page. Now I'd be careful on this know some people don't like having their content wrapped on iframe owned by somebody else. But it can certainly be done. So if I go back here, I'm showing this immediately if I wanted to, actually I don't remember I think I added as when they click a link Yeah, there it is.


But if I wanted to show it immediately, I could say for how many for each visitor for a maximum number of 10 views and how many per day type things you can really set the rules and do you want to display on all pages or specific pages and this case. You can say I want to include these pages, I want to exclude these pages. But notice, there are a lot of options. I'm going to go back to the way it was, which is if a visitor clicks a link on my page, I want somebody to proactively do that.


Moving on next to targeting, you can set a goal and you stop showing this if they visit a specific page, in my case, what I'm trying to accomplish, get somebody to sign up. And if they actually sign up, they get to a specific page. And once they've seen that page, I don't want them to see a convert box again. So very easy to do that. And then you want to click on Finish. And you can either go to dashboard or go to editor and that's it. It's relatively simple to set up, you know, you choose what you're going to display and what kind of format what actions you want to have happen.


How often do you want people to see it, you need to install the embed code on your website either through a WordPress plugin or hard coded in but one way or the other you need to have that on the site now you probably wonder what why would I need this if I have something like Thrive Leads well you don't need it you certainly get a lot more capability with something like this versus what's built into a number of different for instance a WordPress page builders it's got a lot more flexibility gives you a lot more options and gives you a lot of control over what can happen when somebody visits your site.

Frequently Asked Questions

What is ConvertBox?

ConvertBox is a way to offer personalized lead capture forms and segmentation funnels to the right visitors at the right time to help you convert visitors into customers.

Does ConvertBox work with MailChimp?

ConvertBox works with a number of different email service providers including ActiveCampaign, AWeber, ConvertKit, Drip, GetResponse, Infusionsoft, MailChimp, Ontraport and more.

How much does ConvertBox cost?

Currently, ConvertBox is priced at $295 USD for one time purchase.  It is likely that sometime in the future it will be priced as a monthly and annual subscription.

Is ConvertBox better than OptinMonster?

OptinMonster is a lead generation plugin specifically for WordPress that charges a subscription price.  ConvertBox is a lead capture form that works across multiple platforms and is priced as a one time purchase.  For those reasons, ConvertBox is better than OptinMonster

That's my convert box review.

... and all the details

... that you might want

Thrivecart Foreign Language

Thrivecart Foreign Language.

Any this video we're going to cover how to handle accented characters. Now, this is kind of a unique use case. So for instance, the word Stephanie, I think in French has a little tick mark above the letter E.

And unfortunately, when that gets sent over for instance from Thrivecart Zapier, it gets changed a little bit. Now while the web understands that it doesn't look right, so we want to fix that up and to do so we need to have a Zapier account of course, and we're going to put in a script in between Thrivecart and Zapier, that will clean it up and then send it on to Zapier. So let's dive right in.

Now, to start with, um, we're going to have to create Zapp and I've already done so and we're going to use it inside Thrivecart, you want to set up a webhook, type, zap, you're going to want to Well, let's just look at it. So it's a webhook we want to catch a hook and the setup and they give you the URL. So you want to copy that and save that.

And then we're going to go to Edit options do nothing, just want to continue and then we want to get to test this step and I've already done a few times so I know what's going to happen. But the next step, once we have the webhook right here, is we want to go into thrivecart go to settings and we're not going to use the built-in capability that thrivecart provides. So I think down here this big you can get connected to Zapier.

We're not using that we want to go back here, go to API and webhooks, webhook and notifications, View Settings and we're just going to create once so I'm going to give it a I'm going to call it Zapier paste in that link, right so we're done on this side. And on Zapier side there waiting for us to send it over information. We go back to test this step and I've already done this I want to do it again and I need to basically make a test purchase.

So I've got a product in test mode. I've got it right here I've got the name. Notice the little character above the letter E and I'm going to go ahead and make a test purchase.The purchase has been completed.

Now I want to go back to Zapier and I want to go down here sometimes this takes a little bit of time. So I'm going to click on get more samples. I'm looking for something there it is pulled one second ago and I want to go look at it.

If I scroll down, and I'm looking for the name notice right there. The customer name is a little messed up. It's got this ampersand all the way to the semicolon we do not want that that's just not right if I'm going to push this into my email system from on the add a step that's not going to look right. So what we're going to do different is this so next step is we need to copy a script and modify so this location, you're going to want to copy this script here that's right here.

And you're going to want want to log into your hosting account. Typically your Cpanel account and create a file called webhook(dot)php. You can put it in a subdirectory, for instance, a subdirectory called thrivecart and then have a script. And there are a file called webhook(dot)php.

Now I've already set this up. And I'm going to go ahead and I've got a temp directory and I've got a script called webhook(dot)php. I'm going to paste that in there.

And if I go back up to the top, there are a few things I need to put in here. This one is required. These other two are optional. So the first thing is I want to get the webhook URL again.

So back to Zapier, go to set up a webhook copy that go back to your webhook(dot)php script in between the double quotes. I want to paste that in there. So that's all you have to do if you want to be a little more specific.

What I'd recommend is right here list of product IDs, what is the product ID you want to have this occur on. If you leave it empty, it will work for all products in your account. You may or may not want to do that.

So let's go find the product ID inside your thrive card account. When you're editing the product, if you come up here, you'll notice that the number at the end that is your product ID. I'm going to copy that this will be the only product idea once I'm going to do double quotes and then put the number in there.

If I wanted to do another one, I might do this and say 23, something like that. So those would be the only two but if I do this, only product ID 27 can occur. And then finally, what events do you want to have happen?

In my opinion, you probably only want to have it happen when there's an order success. You probably don't want to have it happen when somebody payment fails or somebody makes a payment or somebody cancels. So I am going to recommend the pudding. Yes, here. That's it. So this script is set up.

Now we need to know the location of it because we're going to go back into thrive cart and make a modification and back in thrivecart we want to edit this webhook and I'm actually just going to go ahead and delete it and I'm going to create a new one I'm going to call it test and I need to know the URL of where I put it. Click on Save this webhook. Okay, so I gave it the wrong URL.

Save this workbook. There we go. Now this time when I make a purchase a test purchase info information will be sent directly to my webhook on my web server and it will then take that information, clean it up, send it on to Zapier, so what we can do is go back here go to test the step in just a minute after we make a purchase will pull in the new one to double check.

So I'm going to go back I'm going to put in a different email address. Click on complete order. Okay, the orders completed. Now I can go back into Zapier to check so I'm going to click on get more samples.

There's one that was pulled just one second ago and there's the name. Notice it's correct it's formatted properly I think there's another account another version down there. Let's look for the name again there's the first name this comes in useful when you want to display a customer's name on a membership site for instance so you want to make sure displays right and this is how we cover Thrivecart Foreign Language Characters.


How to configure your ActiveCampaign opt in form

Active Campaign opt in form, there's two things I want to mention about your opt in form, make sure it loads fast and you deliver on what you promised.

Start on the fast part, there's a site called Think with Google obviously owned by Google that will test your page load speed, time for 3g Mobile, to give you an idea of how it performs for the majority of the population. They say that more than half the people in the world you are using 3g so why not test again, in this case, I've got an opt in page and it's good not excellent but it's good enough and not a theory losing too many people.

Now once I'd like a little bit better because it gives you more details called gt metric and I don't really care about the scores the the fully loaded times good to know how many what's the page size and number of requests, and if you were to follow down lower they do give you recommendations on how to improve stuff.

Probably the better view is the waterfall which is showing how long it takes.Each piece or part of your website to load. So the very first line is typically the site coming to life. In this case, it's about three tenths of a second. And then there's a number of CSS files, there's a number of images. And there's some Google Analytics, Facebook tracking, Active Campaign tracking, and then also convert box, which is what I'm using for email capture.

If you notice, this one right here definitely takes longer than most and it's also by far the biggest image on there. So if I reduce that, that might help or for all these aren't big file sizes, by any stretch of the imagination compared to other sites, but this one is the biggest on this site.

So you get some insight into what are the things you can improve upon and I'll be honest, you know, if you're using some of these page builder type services, you're probably not going to get the fastest page possible page load speed possible mainly because they add an extra code and things that oftentimes slow your site down. So in this case, I've got a straight up HTML site that just loads pretty darn quick.

On the mobile, it looks like this on the left is, you know the view you see if you go to that page, and you don't even have to scroll down, that is what you see and hopefully, it's pretty darn obvious. What I'd like you to do, which is click care if you do do that, on the right hand side is what shows up which is convert box taking over the page display in a form we put in only or email and send me the integrate pro guide.

And if you look at on the desktop, it's pretty darn straightforward. I'm not trying to get them to do anything but sign up or click here and get the guide now there's really nothing else you can click all these other things that you can click like up there, this and this logo down at the bottom. They all do the same thing. It opens up the form to get your email and that's it. Now here's what happens behind the scenes.

So inside my active campaign account have three web for our three automation is associated with this web one web form and I've also got a number of tags and to be honest I'm actually trying to filter people out I do not want anybody on this list that isn't interested in what I'm offering so I do make them go through a little bit of hoops just to show you just to get them to basically raise your hand and say yes I truly am interested.

So the first thing is this IP membership signup automation, which looks like this and convert box puts them into their here in addition to putting them on a list. And then the very first thing I do is I put them in this IP membership confirm automation. And then at the same time they sit here at this goal and tell they've met it. And that's actually the important part wait until conditions are met, which is make sure they have this tag.

So let me show you what this confirm automation does. So they get put in here. Basically right away. We send an email we're asking for confirmation. And hopefully you can see it, but I'll show it to you in a minute. It's pretty obvious what I want you to do there, click here to confirm that big red button. And then they wait a day, make sure wait till 8am, send the exact same email again, wait another day, wait till 1pm, send the same email again, wait for a day, wait till 7pm, and then unsubscribe them.

And then once they've done that, remove them from the other automation. So if they've gotten to this point, and they're sitting here, they're going to get removed, they make it down here. What I haven't shown you yet is the goal. So in other words, if they end up having this tag applied, which happens when they click the link in the confirmation email, they skip over all this stuff, get down here and finish if that happens, they've also met this goal and they continue on.

Let me finish up by showing you what's going on in here. So these emails are all the same. All I want them to do is click to confirm. This sends them to a particular link. And what that does is it sends them to a conference thank you page. More importantly, what it does is it applies a tag. So anytime they click that link, they're going to meet this goal, they're going to finish the automation.

Otherwise, if they never click, I'm going to unsubscribe them. I'm in this other automation. Now, assuming they've clicked the goal, click that link, the confirmation link, they're going to get that tag applied, which means they met these conditions they can go since they were waiting until that happened. And then we send out this email, you know, the access guide that I'm providing them way today, basically send the exact same email again, and again, the reason we're doing that is we want to make sure that they actually click the link.

Now in this case, they've already confirmed one so I'm not going to force them to not get their download. At this point. I definitely want them to get it because they basically said yes, I'm confirmed, I'm interested. But the reason I do this here is because I want to survey them. So within this email, what I'm doing is basically this link this is a link to a piece file and anytime they click one of these it goes to the same PDF however they're tagged differently.

In other words, is this person to do it yourself or does this person want to have it done with them or is this a done for me type person so I want to get a little bit of information about power of them. Now they may never click it that's okay it's not great but if they don't click this first time I send another email however if they click the link in here or here for that matter, they get pulled down here and this is not a anything that they wait for.

If they get to this point they continue on now those three links in there apply separate tags and what they have is like I said basically a done Do It Yourself done with you are done for you. And the way I've got this setup is they can come in multiple times as many times as they want. You know, if they click those links as many times they want they'll get put in here got a little logic in there to prevent and getting all of those tags.

So first thing is no matter which way they come in, we check Do they have a Do Not Disturb tag and the point of that is to only send them down this path once at a time for a certain amount of time. So if they already have the Do Not Disturb In other words, they click this little one of these links and then tag they automatically just get wrapped around down to the bottom and then what we do is we don't have it we apply it to basically hold them for five minutes and we start checking.

Do they have a particular tag so if they have the DIY tag we remove the other two if they don't we check the next one Do they have the DWI if they do we get rid of the DIY the DF why now they may not have these anyways but we're still going to try and remove them just to be sure and then finally the done for you tag would get rid of the do it do it yourself and done with you. And this should never happen if they've made it to that point, but it's not a bad idea.

And then finally, we remove the do Not Disturb tag in the automation. Now the reason we're doing this is I only want them to have one of those three tags. And if they decided to get click happy inside their email, I'm going to only take the first one at a time. So they might click one link and then immediately Click the Next. And when you click the third really that first one's probably the one they want. And that's the reason I put in a Do Not Disturb and wait five minutes.

And then at this point, you know, they've told me that they're interested, they've gotten access to the PDF that I'm offering and they've told me a little bit about themselves so that in the future I can use that information to give them the right messaging.

That's the Active Campaign opt in form.

Andres Chaperon's AutoresponderMadness ActiveCampaign

Active Campaign AutoresponderMadness.

In this video, we're going to talk about my implementation of Andre Chaperone's autoresponder madness in Active Campaign. Now Andre covers a lot of content and we're not going to actually dive into how he does or what he does, but we're going to talk about the implementation of his method inside Active Campaign. He uses something called soap opera sequences and he definitely use a segmentation and there's also a product launch sequences that he goes into.

So I plucked off this little screenshot and it kind of captures what's going on. So it starts on the left hand side, somebody signs up gets put into what he calls the main soap opera sequence. And then over time, you're sending out emails on a regular basis.

You're building up preeminence as your authority you're giving so email one email to email three now where it gets interesting is along the way. People can do something highly click a link that sends them off to somewhere else and delivers content based on that quick. In other words, if I've clicked a link in an email about a particular subject I'm going to follow up with another set of emails about that subject because effectively they said they're interested so let's give them what they want.

Now, one thing he doesn't talk about but I have a feeling he would like this is pulling people out of the main soap opera sequence and not disturbing them while they're in a sub-soap opera sequence. And I suspect with his newer version of autoresponder madness coming out shortly that might be included. But I'd like to show you my implementation if you have a chance I'd suggest checking out autoresponder madness.

If you sign up you're going to get into something it looks like this and it's a full blown course it takes you to step by step through all the things that are important part of this. You know what to expect the big picture understand your audience loops open a nested the closed loop open in nested loops. And if you ever if you're on Andres email list and you get one of these soap opera sequences it can be painfully frustrating because he is so good at telling a story and what I'll do is a lead you adjust to the edge before you reveal something as Oh I'll tell you about it tomorrow but it's incredible the storytelling capability. And then there's more soap opera sequences segmenting your list and product launch sequences so let's dive right in.

Inside your Active Campaign account, you're going to want to set up you know let's call it the main soap opera sequence I've called it autoresponder madness. So, it's pretty obvious doesn't know how people get in there. You know, you just want to make sure it's appropriate they're there in automation and all I want to do is I'm sending that email after email after email that are story based it's serialized and again autoresponder madness covers of details.

Great! So I'm just going to build let's call it a simple. Both automation that goes out once per day, and it can go forever. So here's what I'm going to do, then create an email, wait a day, send the next email, etc.

Now you've noticed all I've done is duplicated the same email over and over. So obviously that is not what I would want to do. Now along the way, I'm going to have a link that goes somewhere and when somebody clicks that I want to spin them off. I don't want to disturb them. I want them to savor, enjoy whatever other content comes from there.

So in this implementation, what I would do is each email if there is a link and it sure as heck doesn't look like there is but I'm going to go ahead and ask Wanting Francis this email. So let's just say thank you for whatever this would be a little bit fancier click here. Now, if somebody clicks here, let's give it a link for, and this would send them off to like an SOS seeker soap opera sequence, you would want to add an action.

And in this case, I'm doing doing it, I can do a couple things. I could add them to an automation, but really what I want to do is add a tag and there's a good reason for doing that. Now this let's send them over to soap opera sequence one and I think it's called I called it profile SOS.

Maybe I don't. Anyways, what I've done there is if somebody clicks there, I'm tagging them and the reason I'm going to do that is because of what I'm going to show you next. Like I said, these would all be different emails, they would have different links and on. But if in case somebody actually clicks that link right there, I want to tag them.

And then I'm going to go into another automation. Here I am in soap opera sequence one, somebody gets added when these, this profile tag is added. And I typically want to do it once. I don't want to put them back in there. So if they were to click on that link again, and they had the tag removed, for whatever reason, there's no reason for them to come back in here once.

So again, this would be a sequence of emails spread out over time with a potential link click that would send them to a sales page. Now, what I also want to do in here is kind of important for keeping people separate from the main automation. So I'm at right here soon as they enter I'm going to apply another tag and it's the infamous do this or tag in other words, they're busy now they're going to go through the sequence in the very end.

Guess what I'm going to remove that day and click on Do Not Disturb. So while they're in this soap opera sequence, we're not going to disturb them with anything else. So if we send out a broadcast we want to exclude anybody that has this tag.

Now let's go back into here and do this. So I want to put in a little bit another option right here. So we're going to do a condition or a wait state I should say wait for specific conditions to be met and I'm going to say tag does not exist - Do Not Disturb.

So this is the magic that we're adding to autoresponder madness. And I'm going to leave it as Do Not Disturb and think about this. Somebody comes in, they go to this email, they click a link they get put into another office automation, and I don't want them to receive an email after email after email, just hammering. I want to keep them focused on what they've expressed. Interesting.

So soon as they've done that, they come here and they wait. If they have this tag, if they don't have the tag, they go to this wait state. And then I repeat that every, every time I send an email, I do a conditional or wait until they do not have the Do Not Disturb tag. So again, just here it is, does not exist Do Not Disturb.

So what you're doing is you're respecting your audience's interest. So if they start on one subject, which is your main soap opera sequence, but then they self select and put themselves into another one. You do not want to disturb them while they're in that one. So as soon as they're done here, they will continue with the main automation so this is the one for people to kind of self-select and what I like to call choose your own adventure and receive emails that they're interested in.

That's my implementation of Andre Chaperone and AutoresponderMadness in ActiveCampaign.

Infusionsoft Keap EmailHippo Email Validation To Improve Your Lead Quality Using Email Verification

Infusionsoft EmailHippo.

In this video we're going to talk about using EmailHippo with your Infusionsoft account to help. Hopefully increase the lead quality and the deliver ability fear Infusionsoft account. Now email hippos a service that checks the I guess the validity of the email addresses and can send back a few pieces of information and they send back the status either none safe to send do not send and risky to send And there are some more information and I'm going to show you how we collect that and use that. So let's dive right in.

You're going to log in the assumption is you've already got email verification installed on your site and you're ready to go. There should be a link somewhere that shows you where to get this but go ahead and log in. And the first thing you want to do is click on account, we're going to find our Infusionsoft app name, Infusionsoft API key and then the email API.

Email Hippo API key. So let's start with Infusionsoft. So I'm going to go in here. And I'm just going to copy this link right from the top. And actually, I don't want all of it. Take it back here. Drop it in there.

Remove the extra at the end the infusion, soft API key you can find by going to the drop down arrow, go to admin settings, and then click on application until you see the encrypted key. Go ahead and copy that back to integrate pro email verification, paste in the infusion. Soft API key.

Now you want to get your email Hippo API key, go into your email, Hippo account, the portal that email and from dashboard you want to click on real time and real time API. In here you want to copy your API license Connect, integrate pro email verification and go ahead and paste in the email Hippo API key. Click on Submit and that's taken care of.

So the next thing we want to do is we want to go to the EmailHippo. And before that we do that we want to make sure we have tags in Infusionsoft that are appropriate for the different statuses. So we've already talked about none safe to send do not send risky to send it now there's a few more pieces called his role. In other words, is it role like info postmaster? no reply.

Is it from a free email account service? Is it a disposable email address? Is it a dark web email address? Is it a gibberish domain? I think that's actually kind of a good one to filter out when people just kind of randomly hit the keyboard is gibberish user. And then is it a spam trap? And I have a question about that.

I don't know how they figure that one out. But they report it. So you want to make sure in your Infusionsoft account you have appropriate tags create I've already done that but you want to go into here contacts Go to Settings tags. And I've already created the ones called email, Hippo dash and whatever is the appropriate name based on the status that email Hippo sends back.

So now I want to assign those tags based on the status of emailHippo, so I'm going to search for and then click on Submit. We have one more thing we need to do which is set up a campaign in Infusionsoft that now uses this so you want to click on email Hippo again and copy this web hook URL.

Go back into Infusionsoft and create a campaign so I'm gonna go to marketing campaign builder create my campaign and no surprise here. I'm going to call it email hippo.
And however you want to get somebody in there, for instance, basically a web form if you apply a tag, and this is a good practice to do, typically when people join, and also after a certain number of days of inactivity, or not clicking the emails, are they still valid so I'm gonna go ahead and I'm going to use it tag and I've got one I just use for emergency purposes called panic.

Not that this is a panic situation, I want to go ahead and add an E sequence. This is going to be an email Hippo HTTP POST. Go ahead and connect the two I'm going to go ahead and drop in HTTP POST, double click that post in the URL and that's it.

We do not need to have any more name value pairs. The script is smart enough to go find the email address if you were to include it. That would be fine. But you don't need to.

So I'm going to go ahead and just change that out of draft mode changes out of draft mode and go back and publish this. So now let's find a contact to put in and to make sure this works properly. Okay, here's a contact in this case has no tags whatsoever.

So we're going to apply the panic tag and see if we get a tag applied based on the email Hippo status. So I'm going to go ahead and apply the panic tag which I believe is right here.
And it can take a minute or less than a minute and I'm just going to sit here and refreshes, hoping that I get a result back shortly. There it is the email Hippo safe to send tag has been applied.

So that's how you used Infusionsoft emailHippo.

ActiveCampaign BriteVerify Improve Your Lead Quality Using Email Verification Via API

Active Campaign bright verify.

In this video we're going to cover talking about using bright verify with your Active Campaign list to check the status of your contacts now bright verify will return back information either valid or invalid except all or unknown will define those as we go along and show you some more information that they provide to be a little more insightful on the contacts you have. So let's go ahead and dive right in. Now to start with the assumption is you have the integrate pro email verification script installed on your site.

If not, there should be a link that explains how to get it and how to add it to your site. So we're going to want to go ahead and log in and the first thing we want to do is click on accounts.
We're going to need to find our Active Campaign information and our bright verify API key. So let's start with Active Campaign inside your Active Campaign account you want to go to setting developer, click on the URL and copy that the API URL come back here.

Now we want to get our bright verify API key. So you want to log into your bright verify account. And they do charge a small fee for this typically a penny or less. If you do a lot of transactions, and you're going to want to go to API keys.

Now here's the statuses explained valid invalid, pretty easy, right? Unknown. And the reason it might be unknown is because the domain that they're testing didn't respond back quickly enough and then accept all indicates that those domains will say yep, everything's good on this side, but they can't fully verify that so they do have more information that they collect down below and let me show you what you can actually capture there's additional response attributes in particular the error error_code.

And they'll tell you if the email addresses invalid email domain is invalid email account is invalid. Furthermore, the light, you know, if there's a disposable email address being used, you definitely don't want those on your site there certain web server or websites that provide that service. And then are they roll addresses. Now this is something you want to be careful with.

A lot of these don't necessarily want to be on your list or shouldn't be on your last. And they point out that the postmaster at email addresses really when you don't want to put in there. And their analogy is probably pretty close. So from here, we want to copy the API key and we want to use the backend API key so I'm going to go ahead and copy this back to integrate pro email verification paste the verify the bright, verify API key in Click Submit.

Now that's setup. So next step is to go to bright verify. And before we use this we actually need to add some tags or at least have some tags already in our Active Campaign account that are appropriate. So I've already set mine up and I've given tags that are basically include this valid state invalid with a little more information so let me show you that in my Active Campaign account. These are my tags I've named category and it makes it easy to search when I do that.

So they're all the same profile and then I give it bright verified because there's other emails or email checkers that I can use and then the statuses that they may reply respond with. So I've got those available now I want to go back into here and I want to find those so I'm gonna go ahead and search for bright I could have multiple tags. I really don't need that nor do I want that.

And typically that's a one time deal. Once it's set up, you really don't need to do anything else. With regards to setting up tags, you are going to want to copy this Active Campaign bright, verify web hook URL, and then go into your Active Campaign account in treating automation that will call that web hook. I'm going to go into here automation. And I've already created one called bright verify.

And this is it doesn't matter how you get them in there, all you want to do is send them to that web hook. So I want to go ahead here just paste that in, save it. And then in the automation, you can do something else. Now you might do this. For instance, when somebody signs up shortly after just as soon as they sign up on a list.

If they haven't already been through this, send them through there just to verify that they're not giving you a role based addressed or a temporary email address. And then if they are, maybe do something appropriately ask them to click a link to verify type thing, just to be sure. Otherwise you might get room. On the other extreme, you can wait till 90 days, let's say you've got an automation that checks for activity over a two, three month period.

And if they don't do anything within that time, put them through there. And instead of following up, if they're inactive, maybe you're going to just simply remove them because emails invalid. So anyways, that's how you can use it. Now let's go ahead and test it and find a user that we can put this through.

I'm just going to test it out. Instead of putting them in the automation. I'm going to add them simply manually here and go ahead and click on bright. Verify. Okay, and momentarily it should come back and if it's worked properly, there should be a tag or tags attached here based on the bright verify information.

It does break verify is saying that it's a valid email address. That's how you can use Active Campaign and bright verify.