Active Campaign newsletter.
In this video I want to cover how to send a newsletter from Active Campaign in less than 10 minutes. Now we're going to use the campaign one time feature not the autoresponder capability. Some of the things I'm going to highlight are using the segmenting ability, conditional content and then please please test on both mobile and desktop, and then finally resetting what you can do there. So let's dive right in.
Inside your Active Campaign account, you've got the ability to view previous campaigns or simply go straight to creating a campaign. I'm going to go ahead and click on campaigns and let's start at the end which is resetting. So one option you have or I should say a few option or recent options and you can create a new campaign based on this you can send a new camp contacts have been added since this was sent or this is the one I typically do send to contacts who have not read or open this campaign.
But to get started with the campaign, let's click on Create a campaign. You want to give it a name, I'm going to say newsletter and we're using standard, not anything besides that. It's easy enough to set these up. But for what we're doing here, it's just a newsletter I want to have control on when I send it out, I just want to force it to go when I want. Now you're going to need to select the list or lists I'm going to pick the family list and segmenting.
This is a key feature here. So what does it allows you to do is include or exclude people that may that may be on our on your list or list. A good example would be for instance, somebody signs up to your list initially and you have like a seven, email sequence onboarding. So you don't want to disturb them sending out daily broadcast at the same time during this onboarding sequence. What I usually do is I apply a tag to those people called Do Not Disturb and anytime they send an email, like a daily email, I exclude them and the way to do that is create a new segment I've already done that it's called Do Not Disturb and let's edit it and I'll show you what it looks like.
And it applies to this list here. And it's for anybody that does not have this tag, the Do Not Disturb tag, they're included. So that's a good way to segment out people that you either want to include or not include. I'm not going to click on Save update or anything like that. So then you want to go to next the design stuff. So my recommendation is you pick a theme, or a template or create your own and then use it over and over again.
What I like to do is simply go back to a previous campaign and pick out one of the recent emails that I sent. I tend to follow the same format. So I'm going to go ahead and use this template right here. I'm going to call this or give this subject, continue, and then this is my typical layout 650 pixels wide, I've got an image at the top that I simply replace, maybe a little description and then the content right there and then over here, I've got some nice features I can add in stuff simply by dragging and dropping.
So this here is a image block and this is a text box. That's about the extent of what I use. Sometimes there's the button the video of never use tell you the truth. For RSS feed, you could do that. I'm going to talk about that here. Social Links HTML block. In general, it's text and image that I'm using. So let's talk about some of the important things are kind of a cool things that you can do right here.
I'm going to add another text block right below here. Just going to copy some texting and the reason I'm doing this is because I want to get the font and stuff to match and this font is for Verdana. Verdana 18. So let's make sure this is the same thing. Nope, that's Arial, 18, same style, okay. Now what I can do here, I'm going to do a PS, and say buy my stuff. Now, of course, I would not do that, but that's the idea.
And then I'm gonna put a link here, click on so this would be a link to somewhere, they could go to buy something. Of course, this isn't the right URL, but let me point this out. You can add an action at this point. If somebody does something when they click that link, you could add a tag put them in another automation or any of these other options. That is a powerful feature. That way you can identify who is interested in what you have there so you can add an action.
Second thing is I can make this content be conditional. In other words, it only displays to certain people. And a good example would be, and I'm going to go ahead and click on that gear icon, click on make conditional would be something like if a tag does not exist. So if they're not a usually when I when someone becomes a customer, I add a tag called customer dash product name. So if they don't have that, that implies they haven't bought the product. They're not a customer. I'm being smart about who I make offers to.
I'm not sending an offer to people that have already bought, I'm only sending two people that haven't bought and you can get complicated here. Just be careful this little guy here, this is basically and when it says all or any, which is an or, and again, this is worth testing. So I'm going to say they don't have a particular customer tag in this case, customer online. So this is only going to show to people if I put my mouse over, you can see, it will only show if the tag customer dash online course does not exist.
So that is a powerful feature and then next, we're getting towards the end or basically making sure everything's right. There's a subject, one thing that you can put here is pre header text. And what this does is it shows content, typically, like on a mobile device in the previous section. And this is a great way to kind of encourage people to get into your email, little curiosity content, otherwise, they typically pull from the first few lines of content, but you can force this to show a particular content.
Which is really kind of a nice thing to do and then it summarizes and it's not a bad idea to look here and see how many contacts, does that make sense? And I've got six or five people here, and I want to make sure I'm not sending anyone that has the Do Not Disturb tag, definitely want to my opinion have the open and read tracking on link tracking on if there's a link in there doesn't mean you're necessarily doing anything but you can get reports on that.
That's useful information. I don't know hundred percent trust open, retracting, because sometimes people don't have images enabled and as a result, it doesn't register an open link tracking is much more accurate, and then find that you can schedule it. Currently, it's off, which means I'm going to send it right away. So if I clicked here, it would send now and then importantly, please, please send yourself a test email, and then look at it both on desktop and mobile.
You want to make sure that it renders properly and all the links work. So click on all the links that are in your email just to verify. So in this case, I'm going to set it to schedule and this will change from send now to finish and I'm I change it till I'm going to change this to tomorrow and then finally finished and it will show inside your campaign dashboard as a one time email, and it has not been sent, right?
That's how you send a newsletter using Active Campaign.
Active Campaign Teachable.
In is video we're going to cover integrating your Teachable account with Active Campaign so that when somebody purchases of course of yours from Teachable, they get added to Active Campaign and then if somebody cancels a Teachable subscription, we do something for instance, tag them and Active Campaign and to accomplish this, we're going to use Zapier. So let's dive right in.
Your Teachable account, you're going to want to integrate whatever product or subscriptions you have to Active Campaign using Zapier. So inside my account here, I have a couple products, I set the price to free and the reason I did that now is because I want to get some test transactions to go through Zapier. So you might need to do that and then let's just go straight to Zapier and see what we can accomplish here.
So I'm going to go ahead and click on makers app, search for Teachable and you've got a number of different options you can trigger off of. Now to start with, we're going to do new sale but let's look at some of the other option. If a payment is made, that might be one to do, if they complete a course that might be another one, in other words, do something Active Campaign based on course completion.
And then I would definitely want to handle this a subscription cancellation and want to be notified about that. One thing I don't notice here is a refund. I don't see where that's covered here. It may be handled by your subscription cancellation. But to start with, let's simply do new sale, and then click on next or save and continue, choose an account, if you haven't already set up only to connect an account, not a bad idea to test it and then Save and Continue.
And here's where you want to you want to do a test purchase in Teachable so that our transactions shows up versus using the default data that gets sent over and I always like to check that it's a sale that I made and I'm looking for my name in here. Yes, I see myself perfect and I'm going to click on Continue. Now, I don't want to go straight to Active Campaign, I want to add a filter first, because I want to pick off specific Teachable courses unless you don't care.
But my recommendation is for each teach Teachable course you tag them appropriately based on what they purchase. So I'm going to go ahead and add an action step here. So only continue if and then click on Save and Continue. Now we want to pick off what is the field I'm really looking for the course name is what I'm looking at but I'm going to take a peek at any of the other stuff that's available to key off of looks like there's coupon that we can key off of the affiliate or the course URL, if there is an affiliate that made the sale, those would all be good ones.
But I think this is perfect. I want course name and I like to do contains not a exact match but if they have for instance, this one's called seasons, what if I have seasons part two, it would catch both of those and I may not want to do it. So this should catch what was sent over from Teachable and that's why I like to do a test transaction versus using the default data, I'm going to click on continue testing continue and it would pass because that was one of the things that was sent over.
So now I'm going to continue on. Now we're going to get to Active Campaign. So I'm gonna go to Active Campaign and what do we want to do typically, we want to create update, contact, saving continue. And I am going to use this account right here that I've already connected. So now it looks like I need to reconnect. So you may not see this, it's going off screen, it's asking for some information about my account and inside my head Active Campaign account, I want to go to here or notice settings, I want to go to developer.
And then yes and continue and if everything's gone, right, this should now be connected. So I'm gonna click on test to make sure it works, great, Save and Continue. And then I have to, there's a couple things I have to do, I have to put them on a list, I'm going to put them on the main list and I want to get their email address, and it should be from the new sale not from the only.
So there's the email and now if I want to catch that name, I don't have much of a choice because it doesn't break it in first last, I'm use full name here. And again, from the new sale, I'm going to say username and that could be a little scary but that's probably going to be the right thing to do don't have any phone number, I would definitely want to tag that, I basically I'm not searching for any anything that was here, I'm going to put in a tag and I'm not actually using this tag but that's something I would do it would be like customer dash, program name dash active, or something like that.
I've got a bunch of custom fields and you know what, just for this, I'm not actually going to do that, but highly recommended, especially if they do a refund or continue our subscription cancellation. And then I'll go look inside my Active Campaign account. So I'm going to go ahead and go here, search for that, make sure I'm on the main list and then I've been put on the main list and no tags, no animations, but those are other things that you can do and then finally, I want to finish this probably want to give it a name.
Now what I want to do is I want to create the same thing except for if there is a refund. And you can keep doing this over and over. Now you have a lot of courses, you might have a lot of zaps that have to happen. But this is the way to connect them up easily. So Teachable this time, it's going to do one less and I'm going to go to subscription cancel, and unfortunately, I don't have any data that's been sent over for our subscription cancel.
So I'm not really going to be able to test this. Our filter, because I only want to pick off specific courses, you don't have to do this. If it doesn't matter to you, as long as people get into Active Campaign, then that's fine. So I'm going to go ahead and key off, of course name contains and this for the seasons, and it should pass. So I'm going to test and continue. Keep moving on.
Now we're going to do an Active Campaign again, it's a contact, update, create or update, Save and Continue. And I want to make sure I go to the right account and just kind of test it to make sure they're go. And again, I'm gonna put them on the same list that I did earlier, you might have a different list that kind of defeats the purpose from subscription cancel, I'm going to pick off user email, not gonna worry about first name, last name in this case, and I definitely add some kind of tag that indicates they're no longer subscribed.
That's it. I'm going to skip the testing this time. Just going to trust it but normally I wouldn't and go ahead and finish dividend name. That's how you connected Active Campaign and Teachable using Zapier.
Active Campaign thrivecart RFM.
RFM stands for recency, frequency and monetary value. What we want to do is when somebody purchases or refunds a thrivecart order, we want to update their ActiveCampaign profile with that information. Recency represents how recently did the customer purchase, that's a date. Frequency is how often do they purchase, quantity. Monetary value is how much do they spend, value.
Now, good old Wikipedia gives an explanation of exactly what this is. What's highlighted in red in the first box is what I just explained. The bottom box says that recency and frequency are basically in groups, you group them into sections, and you scale it from one to 10. So for instance, one month back to month back, etc. Frequency, recency with the that frequency is how many, but they cap it at a certain value.
I'm doing it a little bit different. My data is simply analog and it's exactly what's happened. Recency is the exact date they purchased and frequency is the exact number of purchases they've made and monetary represents simply the dollar amount. Now one thing to note about the way I'm going to show you how this is done is I keep track only of purchases not have refunds and the reason I do that is because thrive card allows you to refund partially.
So for instance, somebody could buy once, get refund partial, get another refund partial, get another refund partial, so you've got one order and three refunds, that would be negative two orders. That's not right. Instead, we always increment or decrement, the value the amount of money, we only count the number of purchases, and we only date the purchases. So let's dive right in.
We're going to install a script on your website. This is not for WordPress, you basically have to copy this, paste it in, make some changes. Let's go ahead and do that. So I'm going to copy this code starting right here at the top all the way down to this last closing brace, I need to log into my hosting Cpanel account, I've created a subdirectory called thrivecary and in there, I'm going to create a file called index.php, I'm gonna go ahead and create that new file and then what I want to do is edit the file, paste in the contents there.
And I do need to make some edits and I'm going to show you there's three things that need to be done here. When we want this to go live, we want this allow test to be set to NO but because I want to do some testing, I'm going to change that to YES for now. But do remember, you want to put it back to NO so that you don't catch test transactions. We also need our Active Campaign URL and API key.
So inside your Active Campaign account, I'm gonna go down to settings, developer and I want to underneath API access, I want to copy the URL back to the file, paste it in between those single quotes for URL. Now for API key, I go back here, copy the key back to index and I do this, paste that in and now I need to create some custom fields and I would recommend I've already typed in the values I expect you to do.
And I'm going to go ahead and do that in Active Campaign buthese are the values that we're going to use. So let me show you what to do here. We want to go to lists, manage fields and then I'm going to add three fields. The first one is RFM last date and you want to just leave it doesn't matter which group you want it to be a date field. So I'm going to go ahead and do that click add.
Second one is RFM quantity and that's going to be a text input and then the last one is RFM value and again, a text input. So all of these are available for any lists that somebody joins on your in your Active Campaign account. So we've got those, so that means I don't need to make any changes to this right here, if I called it something else and let me go right back there. Notice this is the personalization tag that we need.
So RFM underscore last underscore date, which I've already done here. So really, you shouldn't have to do anything. So now go ahead and save that. Now inside our thrivecart account, we want to send information over to this script. Whenever a purchase refund, basically anything occurs, I want to go into thrivecart, I want to go to settings, API and web hooks, bottom Right.
For web hook notifications, I want to go to View Settings, I want to click on add another web hook and I'm going to call it RFM and I want to give it the URL that it's located at to my thrivecart directory that I created and it's the index dot php. and actually you do not need to specify it but I would just do that for good measure. Click Save this web hook. Now I just want to point out that we've we're allowing test transactions to occur.
So I just want to make sure it works once it works and changes to NO. Now, next thing to do is make a test purchase. So I'm going to go ahead and do here I've got a product in test mode. So I'm gonna simply going to get the URL and I'm going to go ahead and make a test purchase. And just need to click order complete or complete order and one thing to note about thrivecart, they're going to send over information that says 9900.
So that's $99 and zero cents, we could do the math or take another value that gives you 99.00. I'm going to let you do that on your side. But it's going to show up as 9900. So I'm going to go ahead and complete the order. And I've got it wrong. Thank You page. But now what I want to do is I'm going to go search for that user and notice RFM last date is today June 1 2019, I've had one order, the total value is 9900 pennies, $99.
So there now if I went and made another purchase, and guess what, I'm simply going to buy the exact same product again. Now the date is going to stay the same, it would have update, updates, but it happens to be the same date quantity should increase by one and the value should double. So now I'm up to two transactions, total value is 19 hundred ninety eight dollars is what it is.
Now let's go back into thrivecart and refund part of that purchase. So here's something you might not know I want to see my test transactions. So in the URL at the top, I go to the very end and I put a dash test, and then go ahead and hit return and notice this goes into test mode and as you can tell I'm having a bad day over here for refund.
So I'm going to go down here I'm going to click on View and I've got today's date I've done a number already and I got two transactions I'm going to do a partial refund and let's see my feeling generous or not, let's do $40 go ahead and refund that. The dates not going to change the quantity is not going to change the RFM value should go down. So the value did decrease the quantity stayed the same, and the date has not changed.
So that's how you set up Active Campaign thrivecart RFM. And in the next video, I'll show you how to use that information.
Active Campaign welcome series.
In this video, we're going to cover what to include in an Active Campaign welcome series when somebody joins your mailing list. In my opinion, the biggest thing you want to do is deliver what you promised. Now with that said, you don't have to make it super easy for that to happen.
Personally, I don't want somebody to actually just put in a fake email address and expect that thank you page is going to have what they want. Rather, I want to have them go through a few things to get what they asked for not impossible, not difficult but if they're interested, they'll do it.
And I want people to engage, I want them to click, I want them to reply, and then in my opinion, you do not want to disturb them while they're going to a welcome series and I'll show you how to do that. And then finally, decide if you want to keep or remove these people at the end of a welcome series.
If somebody is going to be interested in your list and what you're offering and what you're doing, it's likely that are going to engage early on, if they don't, the likelihood is they're not the right person for you. So let's dive right in.
So by way of an example, here's a opt in page I have 30 simple, there's really only one thing you can do, well two click the button, sign up or leave and I'm making a simple promise when you you can get this guy that has automation, some code snippet and checklists for doing this.
So all I do is ask for an email address, nothing, nothing, nothing too difficult to do so submit that they get put on to a list and get put into a number of automation in Active Campaign. So in this case, I've got four different automation, they go to three of them prior to even getting kind of my welcome series. So let's just share how it starts.
When somebody signs up for that list first thing I do is they put them into an automation called signup and guess what, I immediately put the I'm into another automation called confirm and the reason I do that is I'm not using the double opt in process, I'm not requiring them to click a link in an Active Campaign email.
I don't really want to put in there but I do want to make sure that they're interested. So what my confirmation process looks like is this. We send an email, and we wait a day and then we wait till 8am in my timezone, we could do their time zone, but I'll be honest, oftentimes, the geo location in here isn't perfect.
So I just fixed the time. I know at 8am it's early for me could be early for them. Send the same email again and then I wait another day I wait till 1pm my time zone, send the email one more time. Wait for a day wait till 7pm I could send it again. Now note, it's the same email over and over.
Why would I send that to them three times over the course of a few days? Well, I want them to confirm. So let me just show you what the contents of this email looks like. So this is the first email they get, pretty simple, right? All I'm asking them to do is click here to confirm can't miss that.
And the important thing that happens is one we send them to a thank you page. So probably more important is that I'm tagging them as confirmed, they verified that they're interested in what they signed up for. So that's my method for doing that.
And like I said, it's surely looks like I'm sending it to him three times over a few days. Well, once they click that, guess what happens, they get pulled all the way down to the bottom and notice this goal is profile membership confirmed.
In other words, did they click on the link, if they did, we pulled them all the way down to the bottom here. So in theory, they could get this first email, click on the link, and never see the other emails. But if they don't, I'm giving them a chance to actually confirm their interest.
Now, if they've made it through all of these, and they get down to the bottom, this is the point where I actually unsubscribe them. If I can't get somebody to click on the link in the very first email that I send, they're not really that interested so they get unsubscribe from a list and they also exit the membership signup automation that they were in.
So instead of continuing through here, they immediately exit, they're done. They're on subscribe, they're no longer in my universe. But if they do click, what happens is this. So they've came in here, they've got put into this automation and then they sit here at this goal, which is basically the same as the other goal.
As long once they have this tag, they continue on. But in this case, it's wait until the conditions are met. So they actually have to click the link. If they don't remember, they're going to get pulled out. So this person here, we've sent at least one confirmation email and they still haven't clicked.
As soon as they click, they will move on. Now, here's the next thing. So I send out an email what I promised, I wait a day, and I send it again so your monitor will why would I send effectively the same thing and wait another day?
Well, guess what, I've got a goal down here, which says if they have any of these tags, and I'll explain in a minute how that works, then pull them out. So after this first email gets sent, there's some links in there. If they click on any of those links, they get tagged, let's take a look at that.
So at this point, they've clicked the link that says they're confirmed or interested now I'm ready to deliver it. But guess what I make it a little bit challenging to me that I'm asking for them to tell me something about themselves. So in this case, it's about a membership site, they plan to do it by themselves, or they might want some other options, or they want me my team to do it.
So I want to segment them a little bit by giving them an option to click on the link. Now, this link here goes to the same page, each of these links are slightly different, we put something in the query string that makes them a little bit different.
So here's what it looks like, if I click on this link, if they click on this link, it's got this DIY at the end and then we apply a tag called profile membership DIY and the other tags are very similar. I think this is the DWI and then DFY and that way I apply a tag that specific based on what their interest is.
Now you're thinking Well, great, they could just click on all three, and they get all three tags. Well, guess what? That's not the case so let me show you that automation next. So just to go back, here we are, we came in here, if we made if we confirm we keep continuing and then if we want what we asked for, we click one of these links that are in here or all three, but we you only take into account the results from the first link.
As soon as they're done, this automation is complete. Now, they come into this automation here and they can come in here through multiple options right here and once they've done that, we put them put them down to this if conditional check, and we say do they have the Do Not Disturb thing or not.
Now the first time they come through here, they should not have and then we put them down here, apply a tag and then we wait for five minutes. Now they very well could click on any of the other tags and that's a little bit problematic and at that point, I kind of have to make a judgment call.
I know in this case, most people are clicking on this tag most second most or this third most of this. So then let's just say they clicked on this one within five minutes they're going to come in, they're going to go down this other path, which is basically going to exit them out of the automation.
But if they come in here, and we applied the Do Not Disturb wait five minutes, then we check, do they have the DIY tag, if they do we go clean up the other tags, we remove them. If they don't have it, then we check on the DWI and then we do some cleanup here and then if they don't have that, then we check for this and if if they do have that we get rid of the other tags, we basically want them to have one tag.
And at the very end of that which is the total five minutes, we're going to apply a Do Not Disturb tag and at that point they exit. So we've actually got some information on these people we know if they're a do it yourselfer done with you or a done for you type person.
And then finally, the last automation after all that is said and done that we want to put them into is called just basically the active there, they've gone through, they've confirmed, they click the Download button by and they've also told me some information about themselves then I put him into what I would call the welcome series.
And at this point, first thing I want to do is apply a Do Not Disturb tag and I'll be honest, I think this is the most important part because you may be sending out emails to your list on a daily basis. My opinion, you do not want to include people that are new, you want to give them a chance to consume your content, then put them into the daily rotation when they do not have this tag.
So when we're in here, this automation, we apply it to start. At the very end, we remove it. So now when you send out your daily broadcast weekly broadcast, they're going to receive it but not while they're in here.
And then my other thing they typically do is I set the time zone to be consistent. I always want to send at a time and get them to expect that's going to happen. So in this case, I'm setting up for 7am in my time zone singing email one way today, send email two granted I'm just copying this and notice it's draft mode.
But at this point, I've gotten people that have basically said yes, I'm interested, here's a little bit of information about me and now I'm going to send my welcome series too.
So that's the Active Campaign Welcome series.
Active Campaign predictive sending. If you have a professional enterprise Active Campaign account, you now have the ability to send emails in an automation based on a contact open history. And what this will hopefully do with result in higher engagement, higher opens, higher click rate, and hopefully higher sales if that's what you want to accomplish.
Now, a few things to take into account, In my opinion, open history isn't the best. It's better to use click history, but that's what they've implemented and just kind of be aware of what the options are. So for instance, my observation is some email service providers like Gmail will open emails as they come in. They don't always do that and the result is they get marked as open and Active Campaign, so that can skew the results a little bit.
On the other hand, some contacts don't have images enabled, meaning they won't have any open history. If that's the case what Active Campaign is done is they fall back to 10am in the context time zone. So if they get sent in an automation to an email that's using predictive sending, but they don't have any open history, then the email goes out at 10am in the context time zone, otherwise, if they don't have a time zone for that contact, and it falls back to 10am in the accounts time zone, and this can be up to 24 hours.
Now with that said, you're going to want to use a wait until after sending using predictive sending so that it doesn't automatically go to the next step without first sending the email. And then also don't use this for time sensitive emails. So let's dive right in.
Inside your Active Campaign account, you might have an automation and if you're going to send out an email, for instance, like right here, this, good enough for me for what we're trying to accomplish. I just want to have something in there.
Now I want to use predictive sending. Now keep in mind if I don't have any open history, if a contact doesn't have any open history, they're going to fall back to 10am their time or 10am the account time so that's it that's all you have to do to enable it, now you want to In my opinion, put a wait step in here so when I put a wait until specific conditions are met, and I think it's going to be actions has been sent any campaign, nope, the one we just created and then continue on.
So I would, you should have not have to set this but I would just set it to one day. It should happen within 24 hours but let's just force it. So that's it. That's how you set up predictive sending you basically choose that option and then in my opinion, you want to have a wait until that campaign is actually been sent before they move on to the next step.
So that's Active Campaign predictive sending.
Active Campaign spam bots. In this video, we're going to talk about how to prevent those nasty things from occurring to your Active Campaign account. And what I'm going to show you applies to pretty much all email providers. However, we're going to do this for Active Campaign.
Now the challenges you don't want to alienate people, legitimate people that are signing up and active campaigns got three recommendations here, kind of in terms of which is the most efficient to the least efficient. So the first recommendation is add a caption to all forms. Yes, great, that will do the job. The downside, you're likely to have much lower conversions as a result.
Have you ever done a capture that you've enjoyed, or have got stuck in? Well, that's problematic. The next option is add confirm, double optin to your forms. Now again, this can hurt conversions, but honestly, not necessarily a bad thing if you're looking to get legitimate real people in there.
However, this isn't perfect. The downside on this one is that bots can submit email addresses of legitimate people. Now Guess what? If those people get your emails, what are they going to think, oh, great spam, they're going to hit the spam button. That does not help your deliver ability, you don't want that to happen.
The third one, and in theory, the least reliable is add a hidden form to your form, hidden fields to your form. And the theory is if the bot fills that out, then fills out that form that field you know it's a bot. Then you have an automation that automatically unsubscribe them then for anyone that's filled out that hidden field.
Now the downside is bots are getting smarter, and a lot of times they will not fill out a hidden field if it's empty. So what do you do? Instead of using the hidden field, use a text field and then hide it using CSS. So let's dive right in. Now what we want to do here is a couple things.
And let me back up and tell you there's some assumptions here. One, you know how to edit some HTML or the service that's serving up your web form has the capability of being edited and you know how to go in there and change the code so that you can hide something, now I'm going to do it kind of old fashioned way, but it has to be done eventually.
Now inside your Active Campaign account, you want to create a custom field and I've already done this one. So under let's go to lists are there it is managed field, you want to create a custom field that's the whole purpose is simply for the bot. I've created one called favorite color and it's a text input, text input output is important here because we want to be visible but we are going to it does we do not want a hidden field.
And then inside your form, you're going to want to add that field. So I'm going to go and I'm going to use this one right here. And I'm going to add that view, right, wherever I want, but I'm going to hide it eventually. Now for this one, I don't want double opt in, that's I kind of want to skip that idea. So I'm going to make sure this is off. I'm going to go ahead and save that.
And then I'm going to take this code and embed it on my site. Now let's be honest, it's not going to be super pretty and that's why you might be using something else to present your OPT in forms, but I want to show you how. So I'm going to just paste that in. I'm gonna save it and there it is.
And again, what I'm going to show you kind of in test mode, if you will, and you're going to need to figure out how to implement this on whatever service you're using to display your form. So I am simply going to inspect this, and I need to add a little inline CSS. Again, there's multiple ways to accomplish this. So I want to add some inline CSS.
I'm gonna go ahead and put that in there. And I hit return, notice how it disappeared, I want to get rid of this favorite colored label too. So I'm also going to had some code, come on. So there the only two fields showing up for me anyways, our full name and email, but not favorite color a bottom in their hand, or is going to see three text fields that he's going to want to fill out.
So that's one thing. Second thing is inside my Active Campaign account, I want to create an automation and I've already started and actually did this, but I do need to make some changes to it, and I want to trigger it, we can trigger when the context field favorite color changes and then we actually have to do a test.
So I'm going to actually go in here and I put this five minute wait, just kind of so we can watch how things work. So what I'm going to do is I'm going to do an conditional check, and I'm wanting to go to custom contact fields favorite color, and I want to say greater than empty. So in other words, if it has something in it, then go down the yes path.
If it doesn't, well, just in the automation. So the way I've got this setup, it's just a one time deal. Whenever the field that's called favorite color changes ever run it the first time, the contact is added or updated. And then I've gotta wait for five minutes, just so we can watch and see what happens here.
And then we check is the favorite field greater than empty? If it is, let's unsubscribe. The assumption is that that's a bot. So let's go fill this out. And again, I'm not feeling in my favorite color and I'm going to submit that. Alright, so now let's go find that contact and see where they are in this automation, assuming they've had it.
So notice no favorite color because I didn't do it specify. I'm on a list and I'm in an automation so let's go view that automation out. If everything works properly I should go down the no path. So instead of waiting for five minutes, let's just skip this and see what happens. Great, I did not get unsubscribe because I don't have a favorite color.
That's how you can help block spam bots for Active Campaign.
Active Campaign goals.
In this video, we're gonna to cover the portion of goals that begins with and when this goal is, that's one of the one of the two conditions that needs to be met for a goal to be accomplished and it has to do with where is the contact in the automation?
Are they, is the goal below the contacts position? Or is it anywhere in the automation? And we've set up an automation that we're going to use for testing purposes that basically has a number of five minute wait, and we're going to put a contact in there, apply a tag and see what happens.
And I've got two tags, one's a TEMP-A, one is TEMP-B, and then a couple conditional, I want to show you what happens when people in automation and you apply a tag that meets the goal, but you also have the condition where they are. So let's dive right in.
Inside Active Campaign I've got this automation, I should probably make active so it'll work. I'm going to put myself in here. Notice I have no tags right now I've been through other automation but that's not the important thing is we're going to use some tags to trigger some goals.
So what I've done is, someone gets put in here, there's a five minute wait, then we have a conditional check, do they have the tag TEMP-A? Nothing fancy just looking for a tag. If they do have that tag, we go down this path and we wait for five minutes.
And then we also have this goal and notice it's Do they have this tag, so they're going to skip over that five minute wait, but notice we have and when the goal is below the contacts position, and then we want to continue anyway, so we're focusing on and when the goal is.
Now let me show you what happens if the answer is no, there's a five minute wait, do they have TEMP-B tag and if you look at the goal down here and if you look at the goal down here, and when this goal is anywhere.
We're not using the below contacts position, we're using anywhere. So a little bit different, these two goals are set up slightly different and I've named them so it's pretty obvious what they are.
So first thing we'll do is we'll put the contact in here and I'm just going to manually step them through. And ideally, they're going to end up here, right? That's what makes sense.
So let's actually time stamp this, we kind of have an idea what's going on, 9:12 Okay, and let me put me into this automation. I think I called a goal. And actually looks like I did this a while ago. But it was a different automation.
So right now I'm sitting at the five minute wait, I have no tags, right? So I should be going down the no path. I'm going to just step through right now and skip every step. I'm not gonna wait to see what it comes down to. Okay, right.
I want it over here, I should go down the no path and exit the automation. And the little x indicates that I did not meet this condition. And actually that x here means that I skipped, so here I am waiting for five minutes guess what, I'm skipping that too.
Alright, pretty boring. We did as expected, we never had this tag so as a result, we never, we never met any of the goals. So let's do the next case. Now this time, I'm going to make me stop here. I'm going to apply the TEMP-A tag and see what happens.
So I'm going to go back to here. Let's apply not that let's apply the temp tag. TEMP-A no, no sorry, wrong. I don't want to do that yet. I want to go back into the automation. There it is right there. So I'm back in the first five minute wait, let's go take a look and I am going to view that.
And let's look at the time 9:14 nothing exciting and let me go back and find me again. Okay, so no tags applied to me right now, I'm sitting here waiting for five minutes. Now I'm going to apply the TEMP-A tag right now and it's 9:14 so here we go.
So let's add that thing, TEMP-A tag. Now, it's coming up on 9:14, 9:15 and 9:15 we're going to refresh the automation and see what my status is, so around 9:15 I might pause this video and check again at a different time to see when I move if I move. So I'm gonna go ahead and refresh that.
Oh, look at that 9:15 26 seconds and I have move down here. I met this goal into this automation. So this wait as soon as I met the goal, I get move sure it was about 30 seconds, but it certainly wasn't the five minute wait. So as soon as I met that goal, I was pulled down here, and I'm out of it.
So let's go back and I'm going to go back to this contact, I'm going to remove the tag because I want to start clean. So I'm going to go ahead and remove that.
And guess what I'm going to do going back into the goal, automation so here we go. It should be at the top again, right? This is a new path, I've not, I don't have this tag anymore, so I no longer meet the goal.
Now what I'm going to do is I'm going to skip this. So I'm down this five minute wait. Then I'm going to apply this tag and let's see what happens. So I'm going to skip this step. So right now it is 9:16 30. And you know what I'm adding the tag that A tag in this case, let's just see this and see what happened.
So nine, let me wait till 9:17 and I'm going to refresh the screen for the automation to see if I've moved at all. So let's do a refresh here. And my guess is I'm not going to meet this goal because I'm already down the no leg.
So that's the case at 9:22ish I'm going to move down this path and go down the no. So I'm going to refresh one more time and then I'm going to pause the video and come back in a few minutes. So I still haven't moved. It's been more than 30 seconds spent about a minute I guess. So I'm going to pause and come back at 9:21ish.
OK! It's 9:21, let's hit refresh on this to see if there's been any movement. So no. So I think we can safely conclude that we've gone past the leg that we could go to meet this goal. So we're not able to backtrack here with these conditions.
And in when the five minutes is up shortly, I should move through here. And I will go down the no path because I don't meet the conditions for this, which is having the B tag. I have the A tag, remember right? There it is right there. And hopefully, I moved quickly, six minutes ago, so hopefully this will be soon.
Okay, let's see if we hit 9:25 and move along here. All right, so it looks like it's actually on the five minute mark. So five minutes really isn't five minutes. Okay, so yeah, I didn't have the B tag, I'm here. And we know that all I'm going to do is go here, so I'm going to skip this action.
And that happened at 9:25. Alright, so let's go back to this guy, remove the B A tag, and this time, we're going to test the B tag. So I'm going to go back into the goal automation. And let's go take a look at it.
Here we are at the five minute wait, I'm going to apply the B tag and you know what's going to happen is I'm going to go directly down here and I'm going to finish so I'm going to do that right now. Let's add B and 9:26:04.
Okay, let's double check. I'm just gonna hit refresh on this. Make sure I do have that TEMP-B tag.
OK! 9:29 Let's hit refresh. Okay, a little concerning because I've already met the goal but I'm still here in this five minute wait, which I was added three minutes ago. So let's hit refresh on this. So there we go. So it took me four minutes.
Which is less than five minute wait time, but I did meet the goal and I'm out of the automation. So in both cases, so far the wait did not wait from hitting the goals. Yes, the second one took it out looks like four minutes, the other one took less than a minute or about a minute.
So now let's go back in and make some changes again. So I'm going to go ahead and of course, remove the TEMP-B tag. So I don't want to hit the goal right off the bat. And that's right, so I'm going to put myself back into the goal automation.
So I'm going to skip this step, which will put me down here, put me into this, this side right here and I'm also going to skip this step. So I'm down here at this wait step. Then I'm going to apply the TEMP-B tag and see what happens. So let's go ahead and move along.
So I'm waiting for five minutes. It is 9:31, 9:31:30ish. I'm going to go ahead and apply the tag now, the TEMP-B tag and let's see what happens. So 9:31:44 and then apply the TEMP-B. So let's see what happens within the next five minutes.
All right, we're at 9:33 right now and I'm going to refresh this. So nothing's happened so far I've been here it looks like it says a minute, which we know is a little bit more than that. All right, it's 9:34. Let's see what happens now if we've moved at all.
So it says we've been here for two minutes now. Okay, it's 9:35 let's check to see if anything's happened. Okay, 9:35:31 seconds. We were there for four minutes, but we definitely jump over to this goal. So in other words, we backtracked and that's what happens when you have the anywhere condition.
So that's Active Campaign goals, we learned that the time limit really doesn't have an impact. In other words, they don't wait for the time to pass before they meet the goal. As soon as they meet the goal they get pulled through. But we also noted that they don't move through instantly, within five minutes they will move to the goal.
So that's Active Campaign goal.
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.
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.
Ontraport versus Infusionsoft.
In this video, I'm going to cover alternatives for the two pricing, I don't want to basically show a couple things, you can do one simple like send an email. And another one would be more advanced like setting up a campaign. Now, this is a review of both Ontraport and a review of infusion soft. And what I want to point out is they're very similar, you're not going to find a lot of differences between the two.
And it kind of comes down to your needs versus what they offer. There can be some subtle differences in the way they do things. But they're both can handle like e commerce.
They're both marketing software tools to have automation emails, great CRM, if you will, all that stuff's built in, kind of comes down to your preferences. And to start with, let's look at alternatives. If there really are any.
Now on both Ontraport and Infusionsoft or what I would call all in one solution effectively do just about everything that you can possibly do. If I remember right Ontraport now has landing pages. I'm not 100%, sure and Infusionsoft does they both do email.
They both do ecommerce, there's a lot of things they do and alternative that I can think of which is definitely older would be one shopping cart, I would not recommend going to that to them. Unless you're already there. It becomes difficult to disconnect from a system once you're in it.
And in my opinion, one shopping cart hasn't really kept up with the times. Now the other approach is using kind of a best of breed. In other words, you find the absolute best solution for all the components and then you connect them together. So you might think that drip is a much better email solution and you might think Sam carts a better shopping cart.
Well, you can get those two to talk to each other a lot of times using a service like that happier to get them to talk to each other. So those are kind of alternatives. But if I had to do if had to say, How close are Ontraport versus Infusionsoft, they say they're very close compared to any other thing out there.
So let's go ahead and take a look at pricing did this not too long ago, really a comparison across the number of email service providers. But in here I've got both Infusionsoft and I've got Ontraport. So let me get those two And then let me get the number of contacts and we're going to insert a chart. Well, let's put it in the x axis.
Let's do a and I'm going to scale it and a little bit differently so that we can read this a little bit easier. So here's what Infusionsoft versus Ontraport look like. Now, compared to just straight up email providers, they're definitely more expensive because they do more.
And if you're anywhere less than say, I think it's 500 contacts. Ontraport $79 and Infusionsoft think is $99. And the CG go over that drunk jumps up to 129 for Infusionsoft up to like 1500.
And then once you get over 1000 Ontraport, it becomes 147. So if you look, they kind of ping pong back and forth one's a little bit higher. So here 147 versus 179 and then right at the 2800 mark 2700 2900. Prior on 2500, Infusionsoft 229 Ontraport 297.
And it looks like Infusionsoft gets up to their that same price above 5000, and then above 10,000 Ontraport 497. Now both of them definitely have higher plans.
But that's all they show you. Once you get to a certain number, you need to call them or work something out. So if you go here, this is Ontraport pricing.
These are the prices they list per month up to $79 1000 contacts $147 up to 2500 contacts $297 up to 10000 contacts $497 up to 20000 contacts. And these guys don't have I think, a starting package if you will, you don't have to pay an upfront fee. I bring that up. Because Infusionsoft does have that now they've changed their pricing and their offer a bit they want to make it pretty darn straightforward.
They're starting in $99 a month and one thing notice there's a new user training for 299 So my understanding is that is included you have to pay that then you pay $99 a month so just keep that in mind but honestly over time that shouldn't be the big thing that's the important part to you if you're making money this can be a very good investment for you but realize that there is some costs associated with getting started.
Now in my opinion Infusionsoft has actually changed quite right quite a bit over time on their pricing in their offering think they're trying to go off a little bit different markets and they previously did. So that's it for Ontraport versus Infusionsoft pricing. Next thing want to do is show you how to send an email. And each of them.
Actually, I'm logged into Infusionsoft account here. Here's the dashboard, nothing fancy. You can add widgets change the layout. Here's Ontraport, you know my opinion these two are kind of philosophically different.
Ontraport likes to look a little bit better. Infusionsoft not so concerned about that. But keep in mind you know, these are well established platform.
So it becomes difficult to make a lot of changes. So I said, the first thing I want to do is basically show you how to send out an email from each of these. And part of the reason I do that is to show you what the information looks like that you would find online when you want to do something.
Now here's a information when you type in Infusionsoft how to send email. This is their knowledge base. And my opinion, Infusionsoft does a great job with their knowledge base.
It's definitely cut and dry. But once you start to see it, you recognize how they explain things, in my opinion, makes it pretty darn straightforward. So here's the instructions for sending an email with Infusionsoft For comparison, here's the instructions how to send it with Ontraport, Ontraport tends not to stay up to date as much With their help content.
And as a result, sometimes it misses a little bit. But honestly, it's pretty much right on when I'm looking for something in my opinion, simple like this. So not even going to read it.
I'm simply going to go in and actually see if I can figure it out. And I've done it before. So I'm pretty comfortable. But let's go ahead and go to email and broadcasts click on Get Started.
And you can use a previous previously sent a draft or template you've created I'm simply going to use this one right here. Now who is this for, you can create a search right here. Or you can type something you already say this is kind of a nice feature.
This definitely works well. Subject line goes here, you can have this preview tax, which is actually a really nice feature to So for instance. If you're on a phone and you open up an email from the came from Infusionsoft, you you as the Infusionsoft owner can control the message that shows up versus. For instance, Gmail sayings pulling the snippet from you this way, you can definitely make it so that you control that look, you also can merge in information, personal information, like first name, last name, type of stuff like that definitely can have an impact on your open rates, your click through rates, all that good stuff.
I'm not going to add anyone here and go down here, you can edit stuff, it's basically a block, I call it a block editor, if you will, but easy enough to customize stuff and my opinion, they look fine.
You know, they definitely work I wouldn't get this fancy with the layout, I might have a picture appear and you know, a block of text right here. And I wouldn't have like an image followed by this. But you can certainly do all that kind of stuff.
What else is going to show you in here, color, the font all that can be changed. And probably one of the more important things do the review and send and when you do that, make sure you're looking at the email both on the desktop top and on mobile. Unfortunately, they can look a lot different if you're not careful. So is this the best email marketing software out there?
I'm just gonna say No, it isn't. They do a great job. But it's kinda have limited in what you can do here as an example, let's say I send it to my whole list.
But I only want people that are tagged certain way to see certain contact content can't really do that other email services, you can do stuff like that based on tags. But in general, it works. And it's robust. They're pretty particular about you keeping a clean email list.
So if you start getting a lot of complaints, they're going to let you know and then require you to do something about it. So now let's take a look at Ontraports email system. And if I go in here, how do I create an email I think a good contacts and I'm going to click this.
Okay, here we go. Now I'm going to click on email. So I can select a message is already been created, which is definitely a nice thing. Or you can create a new one.
So I'm just so there it is definitely a non a lot of customization allowed here in comparison to like Infusionsoft. It's just basically going to show you the text that's there. But that's it. So pretty darn simple to do. Both of them actually.
Maybe the look and feel isn't exactly what you want. But they're both good email systems and they work the way they should. And now I want to create a campaign. And one thing I want to do is I want to send information to a different surface like I want to send it to Zapier, or I want to connect it to something else like a text messaging services, not going to do it.
But I'm going to show you what's involved. And again, I'm going to defer to our friends at Google and type in stuff that's appropriate. For instance, Infusionsoft. I'm typing in Infusionsoft HTTP POST. And I've got this result right here.
So they're telling me exactly what to do. And Matter of fact, they're showing me exactly what do and I'm going to go build a campaign that does that. And I don't think I'm going to follow these instructions.
But they're right there. Now, if you go to Ontraport, this is actually it says it's up to date. But I'll be honest, it looks a little bit out of date. Well, tell you what, let's just dive right in and see what happens.
So inside here, I'm going to go to marketing campaign builder, I'm going to create my own campaign and I want to send information to somewhere else I'm going to call this let's just call it web hook. And somehow I want to get started. So somebody how we can use goals to start this off. So somebody fills out a form they go to a landing page, they purchase product, they click a link all these things can trigger the start if you will.
So I'm just gonna say if there's a tag applied I'll dive right in and I could pick a tag but I want to point something out that's kind of important. I think a big difference between the two notice it says customer tags and Scott this arrow and then temp know review the tagging structures has a category than the tag itself and I gotta tell you having a category is kind of a important thing. So let me just share I'm going to create a new tag and then I can put it into a category now.
Well, you might think well that's kind of a waste Why do you need to do that? Well, guess what he ended up having thousands or 10s of thousands of tags probably given want to categorize.
Now you can accomplish that same thing by name your tags starting from generic to more specific as a way to categorize. Infusionsoft builds a sin in my opinion, rightly so. So I'm gonna go ahead and actually cancel that.
Let me just put in any tag. Whoops! I don't want to name it. I just want to apply a tag.
So if a tag is applied, then I want to put them into a sequence. And I'm going to call this web hook sequence, and I draw from my just pull that arrow over connect the two. I then go in here by double clicking.
And notice these processes are here. Now I want to send an HTTP POST, click on that, you would put the URL in here. And for instance, in Zapier, it might be HTTPS, be or.com, whatever they give you when you're creating these app.
And one thing you can do, and what's nice is you can merge in information. And typically, you would do that here. So the contact ID, it would be sent over with the actual contact ID information, I can click the plus sign and might want to send over email and you can name whatever variables you want here. I'm going to click on see if I can click on merge go to most common, I want to put my email in there. Now I can I put my I could do something like this up here and click on merge again, and put email kind of the same ones that get one's a post.
But what's nice is I can basically send whatever information I want across to a web hook. And a lot of times one of the things with Infusionsoft is they don't do everything. As much as you like to think they're an all in one, they don't do everything.
So sometimes you have to pay to bolt on an additional service. And in my opinion, it's kind of one of the downsides Infusionsoft can get spend the if you have some very specific needs that they don't do, there's typically another service and outside service that you can connect your Infusionsoft account or a monthly fee that will do it. So just be aware of that.
So at this point, I'm kind of setup. I'm going to put everything out of draft mode, put it into ready, take it out of draft mode, go back, take and then publish it. And that's a campaign.
Now, one thing I actually really like about this is I can have basically multiple entry points. So let's just say there's a web form. And unlike some of their services, which I'm not going to cover today, you don't have to immediately go to that same direction.
What I could do something like this? I can send them you know, another let's say these people, you know, I want to make sure they get confirmed before we do anything. And then I'm going to put something over here like send emails and inside there, I would set up sending emails.
So then I would drag this across, and then I can remerge us that is an very nice feature. That way, you don't have to break up this automation or campaign into multiple campaigns. The downside there's Be careful you can confuse yourself if you end up having a lot of moving parts elected, even relatively simple.
But in this case, I want to start this, you know, kind of two different ways if somebody has a tag applied, or if they submit a form. But if they submit a form, I want them to get an email confirmation if they have a tag applied and want to send information to web hook and then start doing stuff.
And I could also split up this automation and do something else. But this in my opinions, probably one of the best campaign builders. It's kind of a drag drop and drag some more and then you just descend into each of the elements to do what it is you want to do.
Now let's go look at Ontraport and we're going to set up a campaign and I'm going to click on campaigns click new campaign and I'm going to try and set up a web hook so you know, they're trying to make it easy for you because they give you some things that are already pre built or you can simply do what I did like an infusionsoft and click to get started. And I'll be honest, I don't know if I really like this down here or not.
You know, just it's a way to zoom in on a certain section if you want and compared to Infusionsoft Ontraport goes top to bottom. So what do you want to do? Contact starts here added manually to the campaign buy something.
So let's add a trigger. What do we want to trigger when the contacts created? I wanted to do a tag. So this is similar to what I showed in our Infusionsoft is when a tags apply. Now I need to select a tag. And you can have some conditions there.
Here are the conditions you know if they're if contact is subscribed to sequence, and then you have to pick So in other words, are they already another sequence, that type of stuff? I'm not going to choose that. Click on done and you know, what can I knew this guy? Yeah, I can't I kind of wanted to have.
Well, let's just see what happens. What do we want to have happen? So earlier, we had a web hook, there's the web.
All right, let's send an email. So in other words, I'm not creating an email on the fly. I'm basically using one that's already created on Infusionsoft.
You can create it on the fly. Let me go back over here. Add the destination URL, add the post send to data in my opinion, not so friendly. Send Email.
Now, even though I don't know exactly what I'm doing here, the best thing you can do is test it out. So now I want to let's say try and merge it right here. Let's see if I can figure out how to merge there you go to I should be able to just drag it over here.
So I kind of I created something similar to what I did in Infusionsoft. This one to me, is not as as intuitive. It's still certainly works. And part of the reason it's not as intuitive. I just don't use Ontraport nearly as much.
So you know, they both do convertible things. The price is very similar the functionality. What they do is right there, they're both marketing automation tools. They both have kind of a CRM built in there. They do e commerce they both have landing pages.
That's Ontraport versus Infusionsoft.