Create a survey using ActiveCampaign

Active Campaign Survey

Active Campaign survey is what we're going to create. And we're only going to use what's built into Active Campaign, nothing outside or external. You can get it all fancied up by using other services. But let's start simple and decide if you want to go forward with that.

In this video, we're going to sign up without adding any friction. In other words, we weren't asked them bare minimum information just to get them on our list. Then we'll follow up with additional requests. There'll be some custom fields we build and we're going to start some automation based on the replies provided.

Inside your Active Campaign account, you've got to create two forms and create custom field or fields and you're going to probably want to create some tags that are associated with those custom fields. And then you can do whatever you want based on that. So to start with ready to create two forms I'm going to start with the second one it's kind of important that you go in that order because that that form will be what gets fed from the first form you create.

Let's start with another second for for me to put them on a list.

And I do not want to ask for much information that's especially if it's already been asked for. So on this page I don't want to do I want to actually get their first last name. So let's make it a little more just to be sure first name last name. And then here's the important part. Let's create a custom field and this case I'm going to do a radio boxes, radio box check box multiple are actually dropped down. Many are probably the best ones to use for a survey. If you have text text, a bird text area that's a little more open ended. You can't necessarily do anything with that in automation is easily you can still collect it so I'm going to do a radio button a mistake.

Are you woman or man, and we give him two options, click on Add.

And then I need to actually put that in there. So that would be under my field I'm going to put at the top. And again, when somebody arrives on this form, they will already provided their email. So this is a bonus little more information. I could add a number of different questions at this point. For this example, I'm just going to do one Are you a man or woman plus I want to get their first name last name, which I didn't before.

Okay, so options. Okay, we're going to just use this show. Thank you.

And that's it. Why do you need to get this link I'm going to copy this link over because I need that for the firstborn. So let's go and finish this off create a new form this will be formed.

One and all I'm going to do after I put them on the same list is to get rid of this.

And all I want to do is collect email. Now here's the thing I need to do under options. I need to open URL and I want to make their life easier better. So I'm going to do that and put a question mark email equals percent email. And this is where we pass information from this form to the second for a copy that put that in there, click on integrate, get the link so there it is right there. And in just a minute we'll go there but there's a few more things I want to do. So there it is. Now let's go back and we are going to create an automation based on information from there from the form that gets filled out.

One thing I want to do though, is I want to actually had some tags one's called man, one's called woman.

And it looks like they've already got one man and I've already got one called woman. Perfect. Okay, automation.

Let's create new automation starting from scratch will continue.

And we want to trigger when a field changes and we want that to be Are you a man or woman? Does it ever change? Yes, probably just want me This is first time my assumption is nobody's going to change us once they fill that out. Once we want to do added or updated Click on Start. So that's how we're going to get somebody into this automation. I'm just going to put in my standard five minute wait to make everything's perfect.

And then let's do this. Let's check. Are you a man or woman? So we'll go to custom fields Are you a man or woman, if you're a woman, we want to go down this path over here.

If you're a man run, do this. So at this point, I would actually add a tag.

Let's do a woman take over here.

And we're gonna do the man take over here.

And, you know, for the purpose of this demonstration, I'm actually going to remove this weight.

And then what we can do is send an email appropriate for each of these people. But for now, I'm just going to end this automation.

I want to make this an active and let's name it appropriately go ahead and save that. So to review when somebody custom field man or woman changes they get put into this automation we check Are they a man or a woman if it's a woman, they get the woman tag. If their man they get the man tag I could send out emails I could put them on different automation.

Let's check how this works. So I'm going to go ahead and add myself

notice that when I submit this, this is already pre populated. That was the point of putting this at the end of the Thank you You are now I can say okay, I'm a man. Here's my first name. So that very first form was easy. no friction.

Click on Submit.

And I'm signed up. So let's go find me.

So right there.

So what happened? So I said I was a man I've been tagged as a man and I went to the automation called woman or man and I'm put onto the family lists and there it is. I signed up I was put into the automation and finished so that's a very easy way of creating an automation or I should say a survey using Active Campaign with the default tools available.

How to redeem coupons with ActiveCampaign

ActiveCampaign Redemption

We're going to talk about how you can use ActiveCampaign to allow people to reduce redeemed coupons once and that's kind of typically the big challenge is how do you know if somebody's already or not redeemed a coupon.

Now this is inspired by a podcast of ActiveCampaign someone recently did and also my wife who sells glass art class

She goes to the farmers market in town and she can also offer to her current email subscribers a coupon if they show up on Saturday with their phone that says that they've got this coupon. Now to accomplish this, there's going to be a couple automation we need to collect the email address. Of course, if you collect the phone number even better, we're going to have some follow up emails and we're going to set a time so that this expires just naturally whether you do something or not it expire sometime in the future so you don't have this open ended liability.

We kind of want to make it as friction free as possible.

So for instance any forms that give filled out additionally which will happen will be pre populated with the contacts email address so let's go ahead and dive right in so inside ActiveCampaign we're going to have to create to automation originally I tried to do this all in one but because we need to send out a email that checks to see if the coupons been redeemed or not not possible without breaking it up and I'll tell you why and show you when we get there. Also we want to have a few coupon or a few tags and I call my tags reporting dash redemption dash active dash expired and dash Do Not Disturb secondly we want to have a custom field called redemption expired date because we want to keep track of when their coupon expire so that we have a little bit of the history there.

Then a couple automation is right here. One is basically to send them emails and the other one is to check for their redemption.  To accomplish this, we're going to need to have a I'll show you the secret sauce in a moment. But we're going to go with the start one here is the stop redemption automation. And here is a form that we need to create. So you want to create a third a form that's going to be for confirmation. And you really just need to whittle it down to just the email field. And what you're going to want to do is put them on a list and more importantly had the tag reporting dash redemption dash active that's the important part I would suggest having a message it says confirming. Now please check email because that's what they really need to do is go check their email, they'll get a message that says whether their coupon is valid or it's expired.

So the biggie here is you want to grab this link so you need that link handy. Now going back to this first redemption start doesn't matter how you start it, I left it open ended because I want the ability to add people over and over I could have simply had it like on form submit and either allowed them to enter more than once or not if you don't put him in more than once and there's a lot of things you can actually remove here but I'm playing it kind of paranoid and going to do some checks along the way to make sure people are in the right spot so I'm just going to leave it open ended probably the way you might do it is simply to have a form that puts them in there no tags are added when they get put in here first thing is almost always wait five minutes just just for in case something goes wrong. We need to fix it. Usually it's in the testing phase that I do that then I can remove it. First thing to do is check.

Do they have a tag called reporting redemption Do Not Disturb tags to keep them out if they're already there. So if they do have it and wait a few minutes and then go to another action which is basically go to the very ending exit. So in other words they don't get put into her more than once at a time if they don't have that tag well apply it so that they do for whatever reason come back while they're in here they won't get put down this path next thing to do is check Do they have a phone number and basically I'm you know checking to see phone number is not empty if it's not empty then send them an SMS message it says thanks for signing up please check your email.

Otherwise don't do that. But regardless, both of them get a email so the rest of the automation looks like this. You send a welcome email I set this up to expire in 14 days so I did email immediately wait seven days basically the same email again we six days and then a third email so you basically have one day left and then wait a day wait till 11pm that time and

You could send another email I'm just not doing that this case and then if they get the tag active or the goal of redemption What the heck let's just look at it the reporting dash redemption dash active tag applied or they get the redemption dash expired tags applied that will pull them out now the reason I bring this up is because typically they're going to be waiting in one of these steps when that goal occurs and when you want to check to see if they are active or if they've expired or not. You want to send an email you have to do that basically in a separate automation. I'm going to show that one in a second but that's kind of a an important point I learned to unite. I had somebody waiting here and then they're sent out supposed to send out an email because they met that goal. However, they're sitting here waiting for seven days to expire. So that's not the way that the way it is right here.

This will work properly this way 15 days is actually kind of important especially in the stop version of this because we want to do a little housecleaning want to remove the Do Not Disturb remove the active and apply the expired tag. Now these two tags get used for conditional content in email. So if you change those too early which is reason we have this in here and you might even push this out to a day if you were to remove those two earlier would impact the message it gets it so this is basically a seems that they don't do anything I we're just going to keep sending emails and tell it expires.

However, anytime that they do an action will show you that in a minute. They will get pulled through here automatically.

And the biggie is actually inside this email. I'm going to come back in just a minute to that. Now this automation is basically stopping the redemption process. It's actually checking. So what it does is look Do you have this tag applied and you're here recall this form right here applies that tags let me show you again there's the dash tag so once that takes applied into without forms filled out you want to send out an email and this is what the email looks like nothing fancy but there's some conditional content in here and it depends on tag so this first little block here no conditions doesn't matter this definitely get sent this one gets sent if they have the reporting dash redemption dash active tag applied, but they don't have the reporting dash redemption dash expired tag. This occurs if they don't have the dash active tag and I'll be honest, this this one right here. The conditions are a little overkill. I'm just being paranoid. So they should either have one or the other tag. But what if for some reason they have both tags. I just want to play it safe.

So once that email send, it's going to say either one.

Those two things, whether the offers are expired or not, the next thing we do is we update a custom field called redemption expired date to the current time. And if we go back here, you know, what I could do and I should do is change the message to reflect that. And I'm just going to put it in right here. I'm going to personalize it.

So I'm going to put in the redemption expired day. So if that's filled that way, at least we know when the expiration occurred. So we can know that somebody did this a week, a month a year ago. So that's kind of a nice way to keep track of it. should somebody come back and try and sneak in the first thing is going to say this is expired, but it will also give a date that expired and then and the reason again, we wait 15 minutes because I don't want to change these tags until after this email is probably even better to set it for like a day just to be absolutely certain and then also we pull them out of this automation, the start automation.

We basically clean up the tags. And we also remove them. Now, going back here, I'll show you the secret sauce in this whole thing is the emails, they look pretty plain. And they are. But there's an important part in here. That's kind of key to the whole thing from a usability point of view. So this might be the typical message. Hey, thanks for your interest, please visit us within the next 14 days redoing this offer at giving the location and so you must show this email. Thank you. Now you look here, this is a plain text block. We've got these terms and conditions down here. But if you look closely, this is a custom HTML block. And if I go look inside the code here, this last line is the kicker and I've copied it over here.

And this is what it looks like.

You just want to copy and paste that in there. And then this part right here this HTTPS is actually a link to the form that has just the email because we want somebody to go to their put in their email, basically to update their tags. We want to pre populate the email field with this. In other words, if we put a question mark, email equals percent capital email percent that will get replaced with the customers email.

Now there's one little thing that can go wrong if somebody has an email address that has a plus sign in it. So for instance, Dave plus test at gmail, that plus signs going to get removed, doubtful that's going to happen. doubtful. anybody's going to have that email but that's actually a great way to test emails using the same email over and over but that's just one little thing to keep in mind.

The second part here is designed to make it such that it's very discreet. So the text decoration none removes the underlying in the link so it doesn't look like a link a color sets the color to like a dim gray. You can of course, change that hex color an instance designed to change it so that it doesn't have that mouse like cursor when you open hand when it goes over. Now one thing about that Gmail will actually strip this out so that it does show by hand now that's on the desktop in general, people are going to be using their mobile devices for this to work. So for instance, if you look at a mobile device, this is what it looks like. You know, there's no apparently looks like there's no links but there's actually this little secret link at the bottom so when somebody comes to visit and wants to redeem the coupon, you or they tap on that word at the very bottom that will open up a new browser with a form field with their email address pre populated you click Submit and then their contact will go through the automation that

We'll send them back and email almost immediate says whether they're confirmed or not. But let me just show you that little mouse thing. So I am going to just cancel this and show you what it could do. If I run my mouse over IntegratePro, I don't see that little do that. Notice I don't see the hand that I would expect to see.

Whoops. Let's go ahead and edit this. And I'm going to remove that and I will put it back before we now this time when I run my mouse over. Notice it's got that little hand it's kind of gives it away that it's a link. I'm going to put that back in there because I really don't want anyone to think I've got a link in there. I know a little sneaky.

So let's go ahead and give this a test. I'm going to add myself as a contact into this automation. I would normally use a form together but I'm simply going to apply this myself.

So here I am, I got this contact, which is me I don't have a redemption expired date no tags I want to list I'm going to go ahead and manually add myself to that automation the start automation.

So there's really no reason for me to sit here and wait for five minutes to go by. So I'm going to skip that. So I did not meet this condition I did not have the Do Not Disturb. I do now I don't have a phone number. So I skipped here. Now I'm sitting here and this first email was sent one second ago so I'm going to go check my email to see if I received that. Okay. So I did receive the email obviously want to put in something or appropriate that's just kind of a placeholder. Here's my terms and conditions with my sneaky little link and notice I can run my hand does show up at gmail and Yahoo. I don't think it shows up but that's unfortunate, but however on a on a mobile device it's just going to look like this and you can't mouse over so this is good let's go take a look at where I'm at in here I'm going to go ahead and actually click the link which should been pushed me through this automation fairly quickly and let's just go back to see what I look like here so no redemption expired we've got the Do Not Disturb tag. Perfect now I'm actually going to go ahead and if I was to come show up at like my wife show she would come and say let me see your email and then she would tap on this and it's going to pre populate the email field and all you have to do is click Submit. Now however, notice the plus sign is missing that's a pain so I had to put that in there but again, most people will not have that plus sign in there but once I go ahead and do that confirm me now.

Please check your email. So many momentarily I should receive another email with which tells me whether the coupons valid or is expired now let's go in here and see what's changed at all. So I should be inside looks like the redemption stop. So the redemption expired date was set today I've got the active tag and I've got the Do Not Disturb tag those are going to change in about 15 minutes. So if I go look, I've been through 33% of this and I've been through 28% of this so let's go take a look this one so it went and checked it sent that email updated the expiration date and now I'm going to sit here for 15 minutes I'm going to go ahead and actually skip all this and hopefully the email that may have been a dangerous thing Yeah, I may have screwed things up by doing that.

Take a look and see what happens. Yep. So I did botch it up. So I did get a message. It says the offers expired and it gave me the date and now it's doing exactly what it's supposed to. It was my mistake for finishing that off way too quick. So let's go back and look at my tags. And it will make sense why that happened because I have the expired tech so what the heck Let's do one more time here and see if I could get a ride.

Okay, so I'm going to go check my email Actually, I need to skip this step. So the email does get sent immediately.

Okay, there's the welcome email that I received for the second time zero minutes ago and I'm just going to go straight to here and again I need to put it in a plus sign between the username the test the word test, because Gmail or because it needs it, but normally you wouldn't need to do that I'm going to go ahead and submit.

Now this time I'm going to be a little more careful and I'm going to make sure that I don't Ford myself through I'm just going to let it happen in 15 minutes but I will receive an email almost immediately let's double check to see that I'm in the stop the redemption stop right there about 33% through okay so I did get an email so I'm not going to move here yet but while we're waiting let's make sure that redemption Expiration Date field was there it is and looks like I received an email and this time it does it still valid so that is how you can use ActiveCampaign to redeem coupons.

How to use ConvertBox for a multi step optin

Okay, so we're going to talk about ConvertBox on or no, I called it tweak because I want to make a slight change to what it can do.

ConvertBox has some great capabilities as far as I can tell, um, I think it's got upside potential. In other words, it's not really doing everything that it can and the example here is you can do a two step opt in. So for instance at the top you can like ask a question are you man or what?

And then you can put them on an email list and then down below I show another example ask them a question ask them another question you can send them off to a wink however, you can't really do all that in one fell swoop I think I hope they're going to get there where you can ask as many questions as you want and have as many answers as you want. But right now it's not possible so we're going to glue it together and I'm just going to show you how to do that so I'm going to log in the ConvertBox where are you right here and yes, this account is less than a week old so I'm kind of get my head wrapped around it. If you do sign up. First thing you'll do is create the account you will add a domain and the settings you're going to want to do our get the embed code I'm not going to show that one simply just a snippet of characters and if you have WordPress go into WordPress on your site and download.

They're ConvertBox plugin pasted in. You're done. Otherwise, you have to install some JavaScript on all pages. I guess the great thing is, once you do that, it's a one time deal. So anything you do inside ConvertBox goes live immediate.

So you're going to need to embed code settings. Two things are basically sites just keep adding sites. You don't have to do HTTP or anything like that. Notice I'm using the thrive carts sub domain so you can put this on thrive cart. The other thing is integrations, there they are right there you can do Zapier down here or your own custom HTML. I'm just using Active Campaign. I guess the one thing I really like is I can do multiple accounts, I ended up buying agency version so if I get a wild hair and decide I want to share this or sell this capability to other people, I can easily add them in there. And if you've ever done added accounts, it's pretty darn simple. Come up with a name, find the API URL and key paste it in and you're good to go and that's it setups done at that point nothing really else to do as far as I can tell, um. Then you're going to want to create a campaign first then it convert bar box that goes inside that campaign. So I got really creative created one called go ww go that's a campaign and then I've got three ConvertBoxes inside of there. So I'm just going to instead of creating a new one, I'll just show you what it looks like. Gosh, it's super easy. There it is. There's a name you can set goals for what I'm showing I'm not worried about that so much. I'm not even going to show you that so that's a campaign and then inside I've got a number of ConvertBoxes.

So let me show you the first one and this one has the Are you a man or woman question followed by the autoresponder and if I look at the preview it's only going to show me the first step it's not going to show the two step, which is a little unfortunate, no big deal. But basically after that, depending on their answer, they're going to get sent to a page that will display either the man or the woman ConvertBox. And this is a full page takeover. And then I want to know for instance, age in weight, but let's go in here. And let me show you if I was to create one, this is what I would do come in name, sign a campaign to it, check or select one of these options. The bar can be top or bottom sliding can be one of four corners, the center modal or the full page here's where probably you do the most work is on the customer customization page. And one thing you notice is you can basically turn on and off options you don't have a lot nor do you have a lot of control over font or anything like that. I suspect that's forthcoming but not out for what I'm doing and this one I'm simply going to have a headline which right here and notice as soon as I click on it, I can now edit it. But also I toggle over to the element options and I can change in this case text color. And that's it. I go back here I'm back to the front. The only other thing I've done is buttons and one thing to comment if I do a button I can't do an opt in form and also if I do an image can't do a video so just You'll figure that out if you haven't already so I've done the button and if I click on it notice the plus sign that's how I can add another box and I can only add three unfortunately in my opinion, I'd love to have more what you also noticed is over here What am I going to do next I can go to a web page I can open a second step working simply close it I'm going to the second step that I've got I'm interested in so if I do that I'm going to click here and came up with a killer headline took me forever to figure this one out.

I think it's going to winner Thank you then the autoresponder and here's what at first I took me forever to figure out is set this up ran it's like why isn't it working well not you don't just click on the actually have to come over here and click on autoresponder actions and again I've already hooked up after campaign picking one of my accounts What do you want to do add remove to a list automation tag or even create a new tag and normally I would put somebody in automation and being lazy for demonstration purposes and simply putting them on a list and you can do multiple things my opinion is you really just want to do one thing and then let your email provider do the heavy lifting to do the all the other stuff but that's my personal preference so I can go back to step one and if you're curious and not surprised the exact same thing happens for if somebody selects a woman and I actually forgot to show you one tiny thing with the auto response.

I'm after they subscribe and this is kind of important to accomplish what I was looking to do I want to redirect to URL I don't want to do a thank you message. And if you look at this link and you're going to you'll see it coming up in a little bit there's a question mark gender equals woman at the end. And of course for the man there's gender equals man so this is the thank you page I'm sending them to and I've got a question mark gender equals woman tagged at the end. So keep that one in the back of your mind. It's kind of an important thing for this to work the way I wanted to I'm going to go to display I could just click Next to get there.

In this is a demonstration so you know, this is going to keep popping up over and over if I visit that page. And I'm doing that because if I don't, you know, cookies are going to block me it's going to confuse the heck out of me. So for this demonstration, I'm just leaving it to show as much as I can. The one thing I think it's important now.

Is to spell out a URL that you want it to go to. And notice, I don't have the question mark at the end gender equals woman or anything like that. It's just a straight URL. When I first tried this, I said, Oh, you know, if it has a certain word in it, I'm going to do that. Um,

actually, I was doing like, sorry, gender equals woman that doesn't work. That's part of the query string, not exactly part of the URL. That was kind of a subtlety I figured out so I just simply put in Where do I wanted to show regardless of what's on the query string.

And then last is targeting normally I'd be a little more selective and pick targeting but again, I'm just I want to make sure this works. So when I do a demonstration doesn't screw up for me, and you'll see that on the next one. So that's the initial question one, Are you a man or woman and then the second thing is, it puts you on an autoresponder.

And let's go back.  Yeah, okay so I've said so we saw the first one of three.  Now depending on if the answer man or woman they're going to go into one of these two so I'll just show you one because the other ones identical except for the gender.

Um, so the setup nothing fancy, this one's going to be a full page takeover. We're going to go to customization it kind of looks the same right? Other than I'm using I'm using a headline and using the sub headline to ask question I've also got buttons in here now I'm going to click on this button and like the last one he goes to a second step and guess what? There's another question. It's another buttons However, this is a little bit different.

So if I click on this button and instead of going to another step, the second step which is no longer an option here it's only a two step I would love to have multi step I am going to URL Now watch this guy. This one gets super ugly and messy because there's the thank you page but look at this I got gender equals man I've got a whole bunch of other stuff at the end. Now I want this not to be a headache for you. So I've got something that will help this so that you don't have to come up with all this stuff right here. The beat the Big E is I've got this little all equals a one B one see if I go here slightly different I go to the end it's a one be one seat to even want to guess the last one.

Don't even waste your breath. I will show it to you. Oops. I can do that one wrong oh I did a thing I checked but anyways so I'm there it is. And let's just gosh I'm I'm feeling kind of nervous. I'm going to go back to there's 50. I'm going to go and just check out that Second Step. Make sure it looks right. So let's, let's do more than 30 pounds. Let's look at the name a one. So a one's a man be three, C three. Okay, so I did something right there.

Okay, so next is display. Again, I'm doing exact URL. This is a different page note it's on there. I could have, you know, whatever. But I definitely don't want to have the query string there. And because I'm allowing this to show an unlimited number of times when I show you a demo, it's going to just keep popping up and annoy you. However, I would normally set this to like once a day type thing or really it should just be once because they're just signing up but I'm going to leave it on unlimited for now and then targeting little bit more specific. So I did say targeting and I did set up a rule that says if you have gender equals man and for the URL string contains that's the stuff after the question mark it's not part of the URL per se it's that stuff after and some of the options are basically number of visits visitors location device mobile whatever which page has been visited have they seem to ConvertBox and then I the one we just did where they came from and then good old autoresponder activity which I think is kind of a winner, but I'm not using it in this case.

So I could do something like this. I could say, are they on this list? Are they do they do they or do they not have this tag? So there's definitely some upside potential there, especially if you send your visitors to a page that has a ConvertBox on it. So okay, now probably the big the big thing here is how do I come up with all these URLs?

That's where is it.

And that's where this guy comes into play. And I'll share a link to this, you can side if it's something you'll find worthwhile or not. And it kind of, I'll be honest, kind of looks like a mess, but it does kind of saved my bacon for making mistakes. I'd rather spend the time building this and then have it generate all the proper links don't screw it up. Um, but what it does is you give it the thank you page that someone's going to go to you provide your questions and you actually don't even have to list them. But you definitely have to list all the answers to the question. So here's the first question Are you a man or woman you can have up to three answers. I'm just going with man or woman I know we could throw something else in there. But you know, how old are you three answers again, I would love to have more answers possible and then how much weight to one so you feel that out? You feel this out and then also these variables. So for question one.

Are you a man or woman?

I'm going to call the variable gender doesn't matter really what you call it, but to me, that makes sense. How old are you? That's age, how much weight Do you want to lose, that's going to be weight. And then it goes off and builds all these links.

So for instance, if I change this to, let's just say, kid, notice, it puts the word kid in there. So all these links are being built. I've already thought out, you know, the logic how I want the links to be, and these are going to be all those thank you page URLs, because there's you can have three sets of questions, three answers, that's 27 possibilities. But in this case, because the man or woman only has two questions, I basically have 18 so these 18 links right here, go to all the options that I showed you back here.

So in this case, I think we're at a man over 50 wants to lose 30 pounds and that's a one B three c three,  a one d3. See it's right here this line right here. So yes that's a man over 50 wants to lose more than 30 pounds so that's one part second part is content hopefully I mentioned I don't think I did mention I'm using WordPress plugin URL programs to display content conditionally and I'll show that to you in just a second here but this is all the code that gets generated so I would copy all of this stuff right here in these blocks pasted into WordPress and then where it's got content for man over 50, I would put in the content I want to display so why don't we go into WordPress now and show you what I mean here.

Here's the thank you page that I've specified. I put this in as a way to show that I'm on the right track.

Page, it's basically using URL parameters, for instance, at age is in there than they were, then you want to print this sense which says for a person or whatever gender for a man or woman less than 30 years old who wants to lose 10 to 30 pounds. So it's going to keep changing based on the results. And then here is all that the code that I pasted are copied from here. So let me just copy it to show it to and it goes right there. So these are all the different options so if somebody shows up who's a man under 30, less than 10 wants to lose less than 10 pounds I'm going to put something in here and replace it that's a placeholder to remove and then put in the appropriate content. This is up here just to kind of show me that I'm doing things right now. I actually wanted to be like this without any line breaks and the reason is this this plugin will put in extra white space which I don't want so that's why I use for instance this link right here go to this site maybe and just paste that bad boy in there remove line breaks and then copy back and paste that into your WordPress site so let's do moment of truth and actually test this out so we are going to go to, whoops too many!

ConvertBox and this is one beautiful design. Hopefully there's going to be a pop up man or woman shortly I hope there is let's start with man now it's two women see what happens. Okay, I'm going to say the wedding costs

Female dot com and I'm going to be inside by Active Campaign account I'm not even going to look at that for now so now I'm getting redirected to the thank you page I've got gender equals woman and there's the takeover screen notice it says gender equals woman I'm going to let's say I want to be under 30 Today I only need to lose 10 pounds so it's going to pop up again I think unfortunately but remember earlier I said I just want to work so I'm not going to Okay that's it so I've got man so there we go Dave botched it up good time you know what I need to do this in incognito mode so let me show you that just so I can prove that I know what I'm doing to what was it ConvertBox yeah nothing and wish ConvertBox had a way to clear clear cookies reset it.

So when I'm testing a would work properly let's do maybe I screwed up the logic I hope got the gender equals woman there let's do under 30 less than 10 pounds alright so there it is it says gender equals woman this time so that was kind of a cookie issue if I'm not mistaken so for a woman under 30 years old who wants to lose less than 10 pounds and then I would have content here that would be appropriate so you guys 20 minutes on the dot i think i'm done unless there are some specific questions but um hopefully that gives you some ideas of what ConvertBox can do. I didn't spend a lot of time going through all the gory details. I'm sure you guys know how to click through and figure it out on your own. But there's definitely I think some upside hopefully you will enhance their capabilities but holy crap, this is a godsend to me. So that's it.

How to provide content upgrades using ConvertBox

ConvertBox Content Upgrade

Today we're covering and ConvertBox how to do simple content upgrade.

Be clear, what I'm talking about when I talk about a content upgrade is when somebody signs up to your email list you're providing them in this case a PDF file that's appropriate based on the page that they signed up from. And my opinion the great thing here is it just happens there's not a lot of configuration you have to do there is the fact that we one rule that you need to follow but it is it is pretty darn simple. And just just to be sure we're all on the same page. Let me show you an example.

So on this page right here, if I sign up after convert box pops up and I put a different one on here and there it is, since I sign up I immediately I'm going to get a PDF downloaded to my computer and there it is right there if I go to a different page and I think I've got one more setup.

And if I sign up there, I will get something else appropriate based on this page. I'm going to sign up one more time and they're different PDF file related to the page I just signed up. So how do we do this?

Well, it's pretty simple. That is a basically a one time setup. And then automatically as you saw, it delivers the content to the person that signed up there is one rule that you need to follow. I'm going to show that on the next page. And I'm going to kind of go into details but honestly it's a simple rule to follow.

And it's this for this to work the name of the content upgrade file needs to match the URL of the page. So by way of an example if the content upgrade file name is dog dash care dot PDF

Then the page URL needs to have that dog dash Karen it and it needs to be kind of an exact match, if you will. And I'll give you some examples to make sure it's clear. So and you know, most people, this is just going to happen automatically. It's for the people that might put in strange characters, but what you need to do is whenever you name your pages and files, please use letters, numbers, dashes, underscores, that's it and that's what most people do no white space can't put in a white space in the name so as an example these are pages that would absolutely work again dog dash care peak dot PDF is the name of the content upgrade file for instance the first one there is simply dog dash care at the end that works dog dash care with the slash at the end works and it's kind of a WordPress setup the third one dog dash care dot html that works the number four which is capital case with a dot htm

Know that works. Number five, it's got the query string parameters at the end, that works, that's fine. And number six, I hope you don't do this. But you can actually get away with this. If you put a kind of a strange or weird character in there, that would actually work as long as the name of the file doesn't have that character. Because when the script that delivers the PDF works, it'll strip out that that kind of strange character there. So those are the type of file names that will work or page URLs that will work with, in this case, the dog dash care PDF

over here, here's what doesn't work. And number one, what's different there is it says dog dash cares. That's not an exact match. It's not exactly the way the name of the file is. And the second one has an underscore in the file main are sorry, the page URL, but it has a dash in the file name. So that's not going to

work it's not an exact match number three is well there's no dash and number four is actually my did misspelled the URL it looks like good for me but also has white space between your dog and care and sometimes you'll see that percent 20 so really it just comes down to making sure the name of the file and in the URL for identical at least the last part of the URL

and here's a good example if you're inside WordPress most people have WordPress configured such that whenever they type the name the title in here it automatically generates a URL that uses the title and puts dashes where there's white space so you're pretty much covered if you're using WordPress

um and then inside your convert Box account there's just one thing to do for whatever convert box you're going to be using is after somebody subscribes you want to make sure they get redirected to a year.

URL that's important. And it's important that it's URL that you own. And it's a subdirectory. And I'm going to suggest to use the subdirectory name PDF, because we were delivering PDFs. So that's all you have to do. There's nothing else in that URL that needs to be there just has to have a name that you're going to redirect people to so they can download or get their PDF file immediately.

And then just inside your hosting account, in this case, I've got a subdirectory called PDF. I've got my PDF files and notice the naming structure. We already lived a dog dash care convert box if I have a page called car I have a PDF for that I have one for phone that works also there's a file called index dot php. So you would create that and I'm going to show you the content and give you a link to it at the end here, but you basically have all your PDF files in there and then you have a

file called index dot php

now not trying to confuse or just throw stuff out there. But this is what's in there. We're not going to go over exactly what it does. I will point out that very first arrow up there, the only error I've got points to something called Thank you dollar Thank you URL and between the double quotes you want to put in a page to send somebody to thank them. And that only gets used if there isn't a file to deliver to them. So it's kind of a backup otherwise they would get redirected to a blank page. So recall from the example we did when we went to dog dash care the PDF file immediately downloaded and then I stayed on that page. However, if I did not have a content upgrade file, I would have been redirected somewhere or not, I would have been redirected.

To my PDF directory and it's just a white blank page.  My recommendation is up there you put in a specific URL like http colon slash slash example calm forward slash thank you it's kind of a backup just to make sure that they see something appropriate

and I'll be honest I'm in the Convert box Facebook group and I posted this the other day I haven't seen a reply to it and there's a reason I'm asking this is because uh. I want to make this a little more advanced and I'm showing you so far which is basically you know, I want convert box to send back the email address that was used by the person that signed up. The way it works right now is great, it immediately delivers the content upgrade. I guess the downside to that is somebody could just throw in whatever email address they want and get my content upgrade. I'm okay with that. But I'd also like to have a little more control so hopefully they will address that.

This, I'm going to take a bath that they will add this as a feature. But the reason I point that out as I put a couple boxes around a little bit of the code there, and this is kind of for future development soon as they have made that change and I'm suggesting I'm going to update this script that this works as it is, but in the meantime, I'm ready to catch the email address if they ever do send it over that's near that box in the top the box at the bottom is going to basically add to your email system, their content upgrade URLs, so instead of you set up delivering it right away, you can deliver it via your autoresponder so that way for instance, they might have to confirm their address to actually get the content but that's the idea um, you know, the idea is simply you can create a folder on your site put in a script upload your can apply files and the only thing that really matters is that you make sure the name is the same as the URL of the page that they signed up for. And that's about it.

How to customize the ThriveCart thank you page

ThriveCart custom thank you page.

In this video we're going to talk about how you can customize the thank you page after somebody makes a purchase through your ThriveCart account.

Now this assumes you're using WordPress and you have the URL parameter plugin installed and it's the customized version that I'll share with you and then what follows there are the short codes that you're going to be using to display the first name, last name, and the email.

So let's dive right in.

Inside your thrive card account there's a few things you want to just make sure your about your product that you want to customize the thank you page for. So under fulfillment and you want to make sure you have a success URL. under checkout for success page you want to redirect to your custom page.

In a minute we'll make a purchase but before that there's a few things we need to do inside WordPress. First thing to do is install the URL parameter plugin. You can simply search for it, installed, this one activated. And we do need to customize it. So over here, I'm going to go to editor URL parameter.

And I've modified some code. So you want to come to here and copy all this, go back here, copy it, or edit this whole thing, just override it with that click on Update fields.

Now, go find your thank you page and we're going to edit that and your thank you page might look like this display the first last email and then a message says hey, if it's not correct, please contact us. Now you want to make some modifications so that you can actually display this so here we are. And we actually need to make this would be the default way that URL parameters works but because we've custom

I said we need to put a TC underscore just prior to this. Go ahead and update that and if you were to go view this page you would not see any information there. We need to actually make a purchase for that to show up. But let's go ahead and make a purchase.

There's the information or purchase information right there. That's how you can customize your thank you page after somebody purchases through ThriveCart.

Adjusting ActiveCampaign Delay Time

ActiveCampaign delay time

We're going to figure out what happens if you change the delay time and contacts already at that delay state.

So let's dive right in.

A lot of times people will put up a 1000 day wait, if they don't want to end and automation, just as a way to hold somebody in that automation. But what if you put somebody into their they're waiting for 1000 days and you want to change it to a day, or even five minutes do they immediately move on because they've already been through for five minutes, or what?

So to start, let's go ahead and check the current time which is, so I'm going to add a person to this automation.

And so they go in at 1253. And they're sitting here waiting. So I will come back in about six minutes at and edit this so that they're in a five minute wait, and then we'll check to see if they move immediately because they've already been in for five minutes or if they wait for five minutes from that going forward.

Okay, let's check the current time was 1153. It's now or sorry now it's 1259. So it's been six minutes so they've been there at least five minutes. Now I'm going to go edit this and change it to five minutes.

Five minutes is the smallest amount of time you can allocate for a delay is still and refresh this doesn't look like anything has happened.

So if it's a five minute wait, but world checked in every minute, current time is 1pm still here current times one on one that's refresh this still their current time is one or two still at the five minute wait times 103 still in the delay still in the delay 105 and has moved on to the next step.

That's what happens when you modify the delay time in an Active Campaign automation.

ConvertBox URL Params

This is a ConvertBox Review about using URL params, what is it and what can we do with it.

ConvertBox Release

So ConvertBox release to feature a little subtle featured allows you to send along information that's collected in the ConvertBox and do whatever you want with it. In this case, I'm going to show you how to display information about the person on the thank you page. And then also pre populate a shopping cart page. For your thank you page I'm assuming of a WordPress site, you're going to want to install the URL parameter plugin. So let's dive right in. So inside your convert Box account you're wanting to create or edit it, ConvertBox go to Customize.

Opt-in Form

And I have the opt in form enabled want to just click on that, instead of showing a thank you message, you want to redirect to a URL pasting where you want on your site for them to go to. And then also take this past form values in URL parameters box that's important.

Redirect URL

That means the information collected here will get sent to this URL, whatever information you're collecting will get sent. And you can do whatever you want with it. And we'll show you what you can.

ConvertBox Display Pages

One other thing I recommend is display showing all pages, no show on specific pages. And I would do add a page rule URL contains and then don't give it this specific page, remove that specific part. But basically the domain itself and then exclude, you're going to want to exclude that exact URL. In other words, it doesn't show up on the thank you page. And then after that, go ahead and save.


And that's it. So that's ready to go. Now, inside your WordPress site, you're going to want to add the URL parameter plugin, there's no configuration for usage whatever page in this case cases we're using, convert box dash Thank you, you're going to want to put in this syntax square bracket URL brand equals and then double quotes first name and then closing bracket with the forward slash.


And then same for email. So when somebody signs up through convert box are going to redirect to this convert box, thank you page. And their information is going to be shown up. Let's try it out. So this is the homepage there it is.


So there's my information. Now this is the very basic use case you can get a lot fancier. Next up, let's try something a little bit different. We're going to send somebody once they sign up to a checkout page, a shopping cart page. So I want to make this a little bit different. I'm going to go to Customize, I'm not going to worry about display. The only thing we want to do here is I want to change this.

Middleman Script

So I'm going to send it to a what I call a middleman script, something that will take the information sent over convert it to what's appropriate for my shopping cart. I'm using ThriveCart, and then we'll pass it along. So let me show you the code. It's actually relatively simple. It's this script here, it's got 16 lines, the only thing you would have to do is put in this link. This is a thrive cart checkout page. Let me just show you what it looks like.


There it is. And I want to populate this these fields with the person's information once they sign up. So what it does is it grabs whatever sin puts it into variable and then redirects to that location with the appropriate parameter variable.

Shopping Cart

So I know that these are appropriate for thrive card for other shopping carts, it's going to be something different. So let's test this one out now.

URL Parameters

So there we pre populated the information that was collected on the Convert box. That's how you use URL parameter with ConvertBox.

Also, you can boost your conversion rate by using a two step call to action.  With ConvertBox it is very simple to create the type of two step offers that convert well.  Start by framing the conversation before you actually reveal the main call to action.

ConvertBox Roadmap

Plans are underway to improve ConvertBox.  There should be a new editor in the not to distant future that will add a lot of flexibility to what ConvertBox can do.


Now is the time to get ConvertBox.


The small print ... You can increase your conversions using ConvertBox.


How to update order values in ActiveCampaign

In this video, we're going to talk about how to total the order value of the last five orders, as well as the average value of those last five orders.

Now to do so we're going to need to create some custom fields, we're going to call them current order order, total order average, and then order 123 up to five. And actually, you can have as many or as few as you want. The way this works, it'll work, no matter how many orders you have, we're going to have an automation, that triggers a web hook to your web server, and that web hook is going to do calculations, then update the contact, and the script was listed right there.

So let's go ahead and dive right in.

To start inside your Active Campaign account, you're going to want to create some custom fields. So under list, manage fields, and new custom field, we're going to call one current order order, total order average, and then order one through five. Again, you can have as many years few of these as you want, doesn't matter if they're capitalized or not, no big deal. And then just to show you what the code looks like, and what it does, it's right here.

Here, these two things are these three things that top you're going to want to modifies, you're going to want to have your API key from Active Campaign here, and your API URL right in there. And then how many orders you want to consider. So those are the only things you need to change.

What happens below is the script will catch the person's ID and email address from Active Campaign, it will parse through the results. And then it's going to create a result of orders, it's going to do the math down here, it's basically going to sum up all the orders and give you an order total, it's going to give you an order average. And it's smart enough to realize if you don't have for instance, five values. If you only have two values, it will only do an average on those two values. And then it basically puts that pushes that information back to Active Campaign inside Active Campaign, we're going to have a automation that starts when a field changes.

So for instance, when current order changes, then a web hook is sent to this script on your site. And that will update the contact. So let's do some examples here. So here's an example of a contact, these are the current fields, there's nothing in here right now. So let's say the first order. And my assumption is, you're going to have a way to have this current or value updated. So in other words, your shopping cart might send information and push it into that custom field. Once it does that the automation takes over. So here we go.

So refresh this and show you what the numbers are.

So there it is, current orders 100 totals 100 average orders, and order one is honored. Now I'm going to put in 50, so the order total should go up to 150, they should go to 75, this should go to 50. And this should go to 100. So let's do that.

There it is. So the order totals up 250, 75, 1500.

Now let's make this go up to 300. So I'm going to do 150, the average is going to bump up to 100, and these borders shift down. So let's do 150. Okay, we'll just keep doing a few more examples. Let's do 400. No idea what the order total is going to be. Well, actually, 400 plus 300 should be 700. I don't know what the average will be though.

So now that we got five fields the next time I put something in their order five is going to get pushed off. Like I said, you can have as many or as few as you want. You just need to make sure there's a number of fields and then you've matched that up inside this script on your account.

So let's do 44 inside Active Campaign. That's how we can calculate order values.

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