WEBVTT 1 00:00:00.240 --> 00:00:05.540 Alright BD family, let's dive right into it. Welcome to another edition of webinar 2 00:00:05.920 --> 00:00:08.320 Wednesday. I am Jason there on the left. 3 00:00:08.320 --> 00:00:15.780 It's great to be with everyone here today and we are lucky to be joined by David Rockland, the digital strategist here at Brilliant Directories. 4 00:00:16.155 --> 00:00:18.335 Dave, thanks for taking the time to join us today. 5 00:00:18.795 --> 00:00:23.115 Absolutely. Glad to be back with everybody here for webinar Wednesday 01/25. 6 00:00:23.115 --> 00:00:28.075 We've got a great tip of the week coming up, one that a lot of you have, been asking for actually. 7 00:00:28.075 --> 00:00:33.490 So really excited to dive into that later on. Awesome. Yeah. We do have a good tip of the week. 8 00:00:33.490 --> 00:00:36.290 It's actually different than the one we posted in the Facebook group. 9 00:00:36.290 --> 00:00:40.070 We thought this, newer one, would add more value this week. 10 00:00:40.370 --> 00:00:48.835 Speaking of the Facebook group, I do see many of us are already part of the BD Facebook group, but if you're not, it's a great way to keep in touch in between webinar Wednesdays. 11 00:00:49.135 --> 00:00:51.954 You can head on over to brilliantdirectories.com 12 00:00:52.335 --> 00:00:58.035 forward slash facebook it'll direct you right to our Facebook page and you can click on that blue join button. 13 00:00:58.160 --> 00:01:06.500 I'm in there myself there's great discussions and conversations about how to grow your online community and how the software works so we do invite everyone to join us there. 14 00:01:06.960 --> 00:01:11.940 And a bonus here for everyone I'm gonna unmute your mic Ryan if that's okay. 15 00:01:12.245 --> 00:01:16.265 One of our partners from the marketplace and all stars in the Facebook group, Ryan, 16 00:01:16.805 --> 00:01:20.585 has taken it upon himself to just add more value to the BD community. 17 00:01:21.605 --> 00:01:25.310 And you've put together this small after party for after the webinar. 18 00:01:25.310 --> 00:01:29.170 Ryan, can you tell us a little bit about, what this is? And we'll also share a link, 19 00:01:29.630 --> 00:01:31.009 in the chat here for everyone. 20 00:01:31.390 --> 00:01:32.770 Sure. Great. Thanks, Jason. 21 00:01:33.070 --> 00:01:34.049 Yeah. So appreciate 22 00:01:34.350 --> 00:01:38.110 the opportunity. Yeah. So it's just, simple, directoryafterparty.com. 23 00:01:38.110 --> 00:01:40.745 What it's basically just gonna be is just a free, 24 00:01:41.285 --> 00:01:43.865 forum to meet, people from the directory, 25 00:01:44.405 --> 00:01:49.145 group here that they maybe, you know, haven't actually met before or talked to, from the community. 26 00:01:49.765 --> 00:01:51.685 And, it's gonna be audio and video. 27 00:01:51.685 --> 00:01:58.700 You can opt in to whatever, you know, pieces of the the fun party that you want or or opt out if you don't wanna partake of that particular, section. 28 00:01:59.800 --> 00:02:01.880 But there'll be a couple different, things in there. 29 00:02:01.880 --> 00:02:05.420 It'll be some, one on one group networking where you can just go and, 30 00:02:05.800 --> 00:02:18.025 chat one on one with, somebody from the group at random, And then we'll have some breakout tables where you can go join a particular, tech, table subject that you wanna talk about or make a subject that you wanna talk about and have people join you. 31 00:02:18.185 --> 00:02:20.205 And then we'll have a, good old groups, 32 00:02:21.305 --> 00:02:32.319 group fee, I guess, is what it's called, where everybody takes a a nice, fun shot for the evening, and everybody will get a a photo of a little small montage of everybody that was there during the event. 33 00:02:32.319 --> 00:02:39.860 So it'll be a good time just to talk with people, introducing ourselves, and talking about the business or just anything that they wanna talk about with the community. 34 00:02:40.474 --> 00:02:42.894 Awesome. Thanks. Thanks for putting this together, 35 00:02:43.194 --> 00:02:43.694 Ryan. 36 00:02:43.995 --> 00:02:47.935 I would encourage you guys to, to join us. Ryan always has great insights 37 00:02:48.394 --> 00:02:52.415 and it's great to, to yeah mingle I guess is the right word with fellow 38 00:02:52.740 --> 00:02:56.280 BD website owner. So it's directoryafterparty.com 39 00:02:56.500 --> 00:02:59.240 and you can head on over there after the webinar. 40 00:03:00.260 --> 00:03:03.480 And for those of you joining us for the first time, welcome. 41 00:03:03.540 --> 00:03:08.925 Webinar Wednesdays are a great chance not only for us to connect here and, you know, with the community, 42 00:03:09.385 --> 00:03:13.245 but to also showcase some of the newer features that are built into the platform 43 00:03:13.625 --> 00:03:18.745 week after week. Now there are lots of, behind the scenes updates and and things like that. 44 00:03:18.745 --> 00:03:21.245 So in the webinars, we try to focus on the updates 45 00:03:21.580 --> 00:03:26.140 that can help you grow your online community or manage your website a bit easier and a bit better. 46 00:03:26.140 --> 00:03:29.280 So we'll cover topics things like how to increase traffic, 47 00:03:29.819 --> 00:03:33.360 some of the newer tools that can help you convert visitors into members 48 00:03:33.805 --> 00:03:39.585 and one of my favorites I know I always mention this one but improving and simplifying the website's navigation and flow. 49 00:03:39.885 --> 00:03:48.785 So if you have questions on any of these topics or anything related to your membership or directory website, please save them and we'll try to get to as many questions as we can 50 00:03:49.959 --> 00:03:55.260 today. Alright. And we have a good handful of BD Lab updates to share today. 51 00:03:55.800 --> 00:03:57.819 Zapier integrations are finally 52 00:03:58.120 --> 00:04:00.459 released the phased one integrations. 53 00:04:01.165 --> 00:04:05.265 I will cover that actually spoiler alert in today's tip of the week. 54 00:04:05.725 --> 00:04:06.945 But now you can 55 00:04:07.565 --> 00:04:11.425 send your BD data from your default forms, customized forms. 56 00:04:11.805 --> 00:04:15.745 Also one of my personal favorites that we now support this new sign ups. 57 00:04:16.029 --> 00:04:21.810 You can send that data into Zapier and then sync it with third parties like Salesforce, Mailchimp, Constant Contact, 58 00:04:22.350 --> 00:04:26.350 or any other CRM that you're using outside of BD. 59 00:04:26.590 --> 00:04:29.570 So we'll dive a little bit more into that later in the webinar. 60 00:04:30.335 --> 00:04:35.715 We've mentioned this as coming soon in the, in previous webinars the ability to customize 61 00:04:36.095 --> 00:04:40.755 the checkout page URL and now accompanying this is the ability to customize 62 00:04:41.375 --> 00:04:44.640 the plan URL. So we're all familiar with the checkout pages. 63 00:04:44.640 --> 00:04:48.660 Those are the pages where new members sign up and register to your site. 64 00:04:48.880 --> 00:04:52.260 Up until now, it always had to be your domain 65 00:04:52.640 --> 00:04:56.100 forward slash checkout forward slash the ID number 66 00:04:56.615 --> 00:04:58.315 of the membership plan. 67 00:04:58.855 --> 00:05:03.815 You can now first change the forward slash checkout. So there needs to be a slug there. 68 00:05:03.815 --> 00:05:09.435 We can change the checkout and we can change the plan URL. Also, shout out to Ryan. He was the one, 69 00:05:09.880 --> 00:05:12.680 who kind of spearheaded our our updates for this. 70 00:05:12.680 --> 00:05:16.300 Let me show you where these are and what we're referring to. 71 00:05:17.000 --> 00:05:21.740 So we have our webinar demo site here and let's just go to a checkout page, 72 00:05:22.360 --> 00:05:24.060 the regular checkout page here. 73 00:05:24.625 --> 00:05:28.085 So we're all familiar with this. It's, you know, checkout one 74 00:05:28.544 --> 00:05:32.485 or checkout two, checkout three, checkout and whatever the ID numbers. 75 00:05:32.705 --> 00:05:37.925 So the first thing we can do is check change this slug from checkout to maybe sign up or register 76 00:05:38.360 --> 00:05:43.480 Whatever language you want it to be or if you do need to translate it into another language as well. 77 00:05:43.480 --> 00:05:48.540 That's pretty common with BD sites these days. So, this will be in your advanced setting 78 00:05:50.535 --> 00:05:54.235 And the quickest way to get there is just search for checkout 79 00:05:54.615 --> 00:05:55.915 URL in the 80 00:05:56.295 --> 00:06:00.875 filter here and by default it's checkout. Let's change this to register 81 00:06:01.335 --> 00:06:02.635 and save the changes. 82 00:06:04.690 --> 00:06:06.370 And we'll go back to the signup page. 83 00:06:06.370 --> 00:06:09.590 I'm just gonna swap out this word checkout for the word register. 84 00:06:11.170 --> 00:06:15.730 Okay, great. So now the checkout URLs are now going to just be register. 85 00:06:15.730 --> 00:06:17.510 So if you are gonna change this, 86 00:06:17.935 --> 00:06:24.515 you might wanna click around your site anywhere you have sign up links, make sure you update them accordingly just so there's no conflicts, 87 00:06:25.055 --> 00:06:29.555 or data decay for those older URLs. Now the next thing you can do now 88 00:06:29.930 --> 00:06:33.710 is the membership plan ID. It doesn't have to be a number 89 00:06:34.090 --> 00:06:38.889 anymore. It can be a word. It can be, yeah, basically text instead of an ID. 90 00:06:38.889 --> 00:06:42.509 So, we're signing up for membership plan one. 91 00:06:43.289 --> 00:06:46.675 Let's edit this. This will be in your membership plan settings. 92 00:06:46.675 --> 00:06:49.255 You'll do this on a per membership plan level. 93 00:06:49.795 --> 00:06:52.375 Let's actually edit the general user account. 94 00:06:53.235 --> 00:06:56.695 We'll do that one. So this one is currently register five 95 00:06:57.250 --> 00:07:00.630 forward slash five and let's change that to register 96 00:07:01.330 --> 00:07:05.190 forward slash general user. We'll just call it what it is. 97 00:07:05.250 --> 00:07:11.910 So this is going to be in the first tab under the signup page settings signup settings towards the bottom 98 00:07:12.485 --> 00:07:17.385 URL for this sign up page. So we can see by default here it's forward slash five, 99 00:07:17.925 --> 00:07:24.105 but we can make this something like general hyphen user, and I'll go ahead and save the changes. 100 00:07:25.960 --> 00:07:29.419 And what's cool about this is I do believe it creates the redirect 101 00:07:29.800 --> 00:07:34.539 already so if you have links around your site they will be redirected. 102 00:07:35.159 --> 00:07:38.460 So this is register five. I'm just going to refresh the page 103 00:07:40.474 --> 00:07:43.935 and see we it says register forward slash general, 104 00:07:44.794 --> 00:07:45.275 user. 105 00:07:45.275 --> 00:07:52.495 I would still recommend going back to any live links you have on your site to these pages and just making sure it is linking 106 00:07:52.830 --> 00:07:56.290 directly to the correct page without having to rely on the redirect, 107 00:07:56.910 --> 00:07:59.570 but we can see now that you can fully customize 108 00:08:00.030 --> 00:08:02.449 the slug and the custom URL 109 00:08:02.990 --> 00:08:06.930 for a membership plan. So that should give you guys a little bit more granular control 110 00:08:07.365 --> 00:08:12.745 to create checkout links that might match your marketing or persona or voice a bit better for your brand. 111 00:08:13.685 --> 00:08:15.785 Alright. Let's keep things moving here. 112 00:08:16.245 --> 00:08:17.925 We did push another speed updates. 113 00:08:17.925 --> 00:08:21.385 These are trickling in through the rest of the year and and ongoing. 114 00:08:22.060 --> 00:08:27.280 In this case, what we did is the Google security recapture, the thing that asks you the question, 115 00:08:27.820 --> 00:08:29.600 I am a I am not a robot. 116 00:08:30.060 --> 00:08:31.500 That's a JavaScript that loads. 117 00:08:31.500 --> 00:08:38.534 It takes up page resources, but now it only loads when a user clicks into a form because really that's only when it's required, 118 00:08:38.995 --> 00:08:39.495 not, 119 00:08:40.115 --> 00:08:41.634 right away when the page is loaded. 120 00:08:41.634 --> 00:08:50.454 So we can see on the example here, the same page I'm on here is the form, we don't see the I'm a robot check here until I click into the form 121 00:08:50.829 --> 00:08:52.430 and then it loads down here. 122 00:08:52.430 --> 00:09:02.850 So there are a few other areas on the platform where we can utilize the same logic, only load the JavaScript after it's requested and that's going to increase some of the page speed 123 00:09:03.215 --> 00:09:09.075 score points, a little higher as well as improve the overall load times of the pages as well. 124 00:09:09.695 --> 00:09:11.555 That's a good little speed update there. 125 00:09:12.015 --> 00:09:14.515 This one I'm a huge fan of as well. 126 00:09:14.815 --> 00:09:21.490 If you have the easy coupon codes add on, you know that you can have promo codes on your sign up and checkout pages. 127 00:09:22.270 --> 00:09:29.150 However, there are cases when you may have the add on but you don't want to display the promo code input on certain sign up pages. 128 00:09:29.150 --> 00:09:42.635 It kind of leads the map the potential member to think that sometimes there are no promo codes but they think there is a promo code and that can slow down or hinder sign up they're gonna go hunting for a promo code even though there isn't one for that membership plan. 129 00:09:42.635 --> 00:09:43.135 So, 130 00:09:43.595 --> 00:09:47.135 let me show you where this new setting is and how it works. 131 00:09:47.880 --> 00:09:54.300 So first things first, let's actually look at a paid membership plan as the sign up page for a paid membership plan. 132 00:09:55.320 --> 00:09:58.540 We can go to this sample one here. It's a paid account. 133 00:09:59.815 --> 00:10:02.295 Alright. So this is what we're used to seeing here. 134 00:10:02.295 --> 00:10:09.435 The have a promo code and the order summary on a paid membership plan sign up if you have the easy coupon codes, 135 00:10:10.295 --> 00:10:13.915 add on on your site. So what you can do now, there's actually several settings 136 00:10:14.459 --> 00:10:17.279 related to this. So let's edit the membership plan. 137 00:10:18.939 --> 00:10:24.639 And also in the first tab here, if you scroll down when the account type is paid, 138 00:10:26.220 --> 00:10:30.195 and it's going to be right here at the bottom of the sign 139 00:10:31.715 --> 00:10:33.955 sign up page settings, right next to the URL of the sign up page. 140 00:10:33.955 --> 00:10:38.035 So here's here's the setting box here show order summary on sign up form. 141 00:10:38.035 --> 00:10:43.655 So there's two modules being shown here. One is the order summary. We're seeing that on the right. 142 00:10:44.339 --> 00:10:48.500 The second is the promo code input field currently here on the left. 143 00:10:48.500 --> 00:10:54.180 So the first thing we can do is we can choose the position of the promo code input field. 144 00:10:54.180 --> 00:10:58.759 Do we want it on the left, the right, or do we not want to display it altogether? 145 00:10:58.819 --> 00:11:02.095 So left to right usually probably doesn't matter. That's subjective. 146 00:11:02.235 --> 00:11:10.475 But in the cases where you don't want the promo code input field to display at all on a sign up page, you can just click on do not display. 147 00:11:10.475 --> 00:11:12.175 I'll go ahead and save those changes 148 00:11:13.520 --> 00:11:15.220 and we'll refresh this page. 149 00:11:16.640 --> 00:11:20.160 And we can see here now we're just left with the order summary. 150 00:11:20.160 --> 00:11:30.265 And you'll sometimes want to do this when there are no promo codes for a plan and you don't want to lead the prospective member on that they should be hunting or searching the internet for a promo code, 151 00:11:30.725 --> 00:11:35.225 for your site. In addition to this, you can hide the order summary altogether. 152 00:11:35.845 --> 00:11:42.825 If you have simple sign up pricing, if it's flat rates and things like that, there's no tax, there's no subtotals, there's no discounts. 153 00:11:43.269 --> 00:11:45.769 Potentially, you don't need to show the order summary 154 00:11:46.070 --> 00:11:53.690 field as well if nothing is being calculated on top of the plan they're picking right here in these radio selects. 155 00:11:54.550 --> 00:11:59.584 Even better with this, these are for the sign up pages everything I just showed and 156 00:11:59.885 --> 00:12:03.644 shared. You can also have those same settings on the upgrade pages. 157 00:12:03.644 --> 00:12:06.144 So when a member is in their member dashboard, 158 00:12:06.605 --> 00:12:10.385 if you give them the option to upgrade or change their plan 159 00:12:10.779 --> 00:12:11.820 to another plan, 160 00:12:12.140 --> 00:12:14.800 the same settings are here. Show order summary, 161 00:12:15.260 --> 00:12:19.360 yes or no, and then the position of the promo code input field. 162 00:12:19.900 --> 00:12:24.640 So you get really granular control of this for both sign up and upgrade pages. 163 00:12:26.135 --> 00:12:33.575 Overall, in the last two weeks, since the last webinar, we've had just about over 40, updates, fixes, and new features released on the platform. 164 00:12:33.575 --> 00:12:36.875 Big shout out to you guys, the BD community for all your suggestions 165 00:12:37.335 --> 00:12:42.320 and feedback for things we should be adding into the platform. So thank you so much guys for that. 166 00:12:42.620 --> 00:12:47.840 And wait wait we're not done. There are a few more items I wanted to mention that are coming soon. 167 00:12:48.140 --> 00:12:54.400 Additional Zapier hooks, we'll cover the ones that are available today in the phase one but in phase two and three and four, 168 00:12:54.945 --> 00:12:57.445 exporting your member smart list, member data, 169 00:12:57.745 --> 00:12:58.485 your posts. 170 00:12:58.865 --> 00:13:05.585 And then the final frontier for Zapier hooks is pulling data into your BD site from third party sources. 171 00:13:05.585 --> 00:13:07.685 So if you have a third party form somewhere, 172 00:13:08.030 --> 00:13:14.610 you want to send that into your BD site as lead, lead data member leads, you'll soon be able to do that kind of stuff. 173 00:13:15.470 --> 00:13:16.430 More speed updates. 174 00:13:16.430 --> 00:13:21.010 We're gonna be doing more lazy loading of images, specifically on the search results pages. 175 00:13:21.470 --> 00:13:23.835 Google Maps JavaScript, that's pretty heavy JavaScript 176 00:13:24.295 --> 00:13:28.395 that's going to only load when it's required and several other tools as well. 177 00:13:29.015 --> 00:13:33.335 And I always like to mention this one some of our year end goals. By the way guys, wow. 178 00:13:33.335 --> 00:13:35.195 We are just about into December 179 00:13:35.620 --> 00:13:40.840 now. It's been quite a year. So big round of applause for everyone in the BD family. 180 00:13:41.460 --> 00:13:45.460 It's been a great year. We're definitely looking forward to 2022. 181 00:13:45.460 --> 00:13:48.660 So, you know, we always like to say here, shoot for the moon. 182 00:13:48.660 --> 00:13:51.400 Even if you miss, you'll land among the stars. 183 00:13:51.995 --> 00:13:56.475 So here are some year end goals from us. They'll probably spill over into 2022 184 00:13:56.475 --> 00:14:00.815 but these are some things that are top of mind for us here in the BD labs. 185 00:14:01.595 --> 00:14:06.654 And with that, what we'll do is we will move on to the tip of the week. 186 00:14:07.110 --> 00:14:17.529 And so originally we were gonna cover creating your first Google ad campaign for your BD site, but upon the release of the Zapier integrations that are now available we thought, 187 00:14:17.830 --> 00:14:23.385 we'll cover the ads in another webinar and in this one we can cover some of the basic implementation options 188 00:14:23.765 --> 00:14:24.565 for Zapier. 189 00:14:24.565 --> 00:14:33.145 So what we hear a lot is people email our support team and they say, when my members sign up, I wanna send that data to Mailchimp or to Constant Contact. 190 00:14:33.620 --> 00:14:39.560 Or when people fill out my newsletter subscription form, I want that email to be sent to another platform. 191 00:14:39.620 --> 00:14:44.040 So now that kind of stuff is able to be accomplished within the BD platform. 192 00:14:44.579 --> 00:14:56.765 And David, you've put together a few, helpful slides to help everyone wrap their heads around what Zapier is, some use cases, and then also we guys we want to show you an example of how to sync your BD website 193 00:14:57.145 --> 00:14:57.885 to Mailchimp 194 00:14:58.265 --> 00:15:03.290 as well in this tip of the week. So if it's okay with you David, I'll pass it over. Absolutely. 195 00:15:03.290 --> 00:15:05.690 So like Jason mentioned in our, 196 00:15:06.810 --> 00:15:10.110 updates, we recently released our phase one Zapier integration. 197 00:15:10.730 --> 00:15:16.589 And for the most part, the primary request that we've been receiving with regards to Zapier 198 00:15:16.895 --> 00:15:18.515 is a lot of you wanting to utilize 199 00:15:18.975 --> 00:15:19.475 Mailchimp 200 00:15:19.855 --> 00:15:22.115 to manage your newsletter subscriptions 201 00:15:22.495 --> 00:15:29.875 and manage your emails out to your existing members, people, who just visit your website and sign up for your newsletter, things like that. 202 00:15:30.250 --> 00:15:33.630 So we thought because going over the Zapier integration 203 00:15:34.090 --> 00:15:37.790 as an overview at a general level is relatively basic. 204 00:15:38.250 --> 00:15:43.875 We thought in addition, we'd also dive in to Mailchimp and show you how to actually set up an integration 205 00:15:44.575 --> 00:15:51.315 with, Mailchimp and your BD site. So before we get into that, let's go over exactly what Zapier is, 206 00:15:51.615 --> 00:15:55.475 our current integration with it, what will be coming in the future, 207 00:15:55.810 --> 00:15:58.210 some use cases, and then we'll dive into the how to. 208 00:15:58.210 --> 00:16:02.710 So, what we've released now is the phase one Zapier integration. 209 00:16:02.770 --> 00:16:05.350 And, what this allows you to do is send data 210 00:16:05.890 --> 00:16:08.230 from your Brilliant Directories websites 211 00:16:08.610 --> 00:16:09.110 forms 212 00:16:09.785 --> 00:16:11.645 out to third party platforms 213 00:16:12.105 --> 00:16:13.145 by way of Zapier. 214 00:16:13.145 --> 00:16:19.005 So, this includes your member sign up forms, newsletter sign up forms, your contact form, 215 00:16:19.305 --> 00:16:22.045 when website visitors submit leads on your website, 216 00:16:22.389 --> 00:16:26.709 member review submissions, as well as any custom forms that you might have on your website. 217 00:16:26.709 --> 00:16:35.130 So, all of this data that you're bringing in, anytime these forms are submitted on your website, you'll be able to take that data and send it out 218 00:16:35.445 --> 00:16:39.145 to any of Zapier's three thousand plus integrations. 219 00:16:39.685 --> 00:16:41.225 That's what you can do right now. 220 00:16:41.445 --> 00:16:47.785 In the future, phase two, you'll actually be able to bring data in to your Brilliant Directories website 221 00:16:48.120 --> 00:16:50.440 from third party platforms by way of Zapier. 222 00:16:50.440 --> 00:16:54.780 So, right now, you can send data out from your site to third party services. 223 00:16:55.160 --> 00:16:58.620 In the future, you'll be able to actually bring data into your website. 224 00:16:59.160 --> 00:17:03.820 And some use cases for using Zapier with your Brilliant Directories website. 225 00:17:04.095 --> 00:17:10.115 The first one would simply be to integrate your Brilliant Directories website with third party apps and services 226 00:17:10.494 --> 00:17:12.755 that you're already using. For example, Mailchimp. 227 00:17:13.135 --> 00:17:16.355 You can cooperatively use your Brilliant Directories website 228 00:17:16.660 --> 00:17:21.000 with these third party apps that you already have integrated with your daily workflow. 229 00:17:21.140 --> 00:17:23.960 So, for example, Mailchimp. Maybe you're manually 230 00:17:24.500 --> 00:17:29.025 updating your contact list within Mailchimp once a day, once a week. 231 00:17:29.185 --> 00:17:37.925 Anytime you get new newsletter subscribers or new member sign ups, you're manually taking those emails and adding them to your Mailchimp contact list. 232 00:17:38.465 --> 00:17:44.320 Well, with this news app, your integration, that contact list will be able to automatically be updated. 233 00:17:44.320 --> 00:17:45.540 So, you won't need to manually 234 00:17:46.000 --> 00:17:48.500 update it anymore. So, that's one use case. 235 00:17:48.960 --> 00:17:55.755 Another one would be to integrate with third party apps that have more robust features than Brilliant Directories does. 236 00:17:55.755 --> 00:17:58.095 So, BD, it's a great all in one solution, 237 00:17:58.395 --> 00:18:02.495 but it is an all in one solution. There's a lot of other third party platforms, 238 00:18:02.875 --> 00:18:03.375 applications, 239 00:18:03.915 --> 00:18:05.375 services like Mailchimp 240 00:18:05.835 --> 00:18:09.775 that offer specialized features in order to meet specific objectives. 241 00:18:09.835 --> 00:18:12.289 So, Mailchimp is a great platform 242 00:18:12.669 --> 00:18:15.010 specifically designed for sending out newsletters 243 00:18:15.549 --> 00:18:17.730 and managing contact lists. 244 00:18:18.110 --> 00:18:21.650 So, you can use your BD websites data with those services. 245 00:18:22.429 --> 00:18:34.205 Like I mentioned, the contact list within Mailchimp or any other application you might be using, that will now be able to automatically be updated, so you won't need to manually transfer any data over. 246 00:18:34.665 --> 00:18:40.679 A third use case would be to simply store your website's data in more places. For example, 247 00:18:41.299 --> 00:18:47.080 if you have some fields within some forms on your website that you want to easily be accessible, 248 00:18:47.779 --> 00:18:59.315 then you can have that data be sent over to a spreadsheet that you can access within Google Sheets, and that spreadsheet will automatically be updated with data that's been submitted into any of your forms. 249 00:18:59.695 --> 00:19:08.419 And so, you know, sometimes it might be easier to just go into Google sheets real quickly, maybe if you're on your phone, away from the computer, and you can quickly see maybe, 250 00:19:08.720 --> 00:19:13.520 if somebody's subscribed to your newsletter, if somebody submitted a contact form, something like that. 251 00:19:13.520 --> 00:19:17.700 Some other examples might be maybe you want to integrate with QuickBooks or Salesforce, 252 00:19:18.080 --> 00:19:21.059 or again, Zapier has 3,000 plus other integrations. 253 00:19:21.825 --> 00:19:24.245 So there's really a lot of possibilities 254 00:19:24.945 --> 00:19:36.269 when it comes to the Zapier integration here yeah I think I think the key here is no matter what your workflow is this kind of opens up more opportunities to work more efficiently and streamline some of 255 00:19:36.730 --> 00:19:39.470 your internal processes that you use to run 256 00:19:39.850 --> 00:19:41.549 your online membership community. 257 00:19:42.250 --> 00:19:47.389 So definitely we're gonna see how more and more people are using this as time goes by. 258 00:19:47.775 --> 00:19:56.115 So we thought, yes, since the most common request we we've heard and and more recently and in the past was how do I send my BD data to Mailchimp? 259 00:19:56.415 --> 00:20:00.895 People who sign up to my site, I just want that data to be sent automatically to Mailchimp. 260 00:20:00.895 --> 00:20:11.900 So we wanted to run you through the workflow of how to set this up, kind of open the door for you guys who may not even be familiar with Zapier or the need to send data to third party applications. 261 00:20:12.280 --> 00:20:18.894 This will kind of show you a quick tutorial of how this works and so first things first, let's go to 262 00:20:19.274 --> 00:20:20.735 our dashboard here 263 00:20:21.115 --> 00:20:21.615 and 264 00:20:22.554 --> 00:20:27.434 let's open up our tools here. We created a free Mailchimp account today. 265 00:20:27.434 --> 00:20:30.575 You can have up to 2,000 contacts for free 266 00:20:30.960 --> 00:20:38.020 in Mailchimp, and, we have our our Zapier account, which is the tool that lets you sync two different applications 267 00:20:38.480 --> 00:20:42.975 together. Or we can even see here, you can sync multiple applications together. You can sync 268 00:20:43.455 --> 00:20:48.575 a hook from your bd site into excel and also sending a gmail email at the same time. 269 00:20:48.575 --> 00:20:50.835 So pretty powerful stuff here. 270 00:20:51.455 --> 00:20:52.355 In this example, 271 00:20:52.975 --> 00:20:56.355 what we can do is we can create a 272 00:20:56.880 --> 00:20:58.420 webhook or a connection 273 00:20:58.960 --> 00:21:01.140 between our sign up forms, 274 00:21:01.440 --> 00:21:04.900 new member sign ups, and sending that data into Mailchimp. So, 275 00:21:05.760 --> 00:21:08.420 the Zapier settings are under the webhooks 276 00:21:08.975 --> 00:21:12.435 area in developer hub. So it's in the developer hub section 277 00:21:12.815 --> 00:21:13.635 under webhooks 278 00:21:15.135 --> 00:21:20.835 and here if there are no actions here it means that these are all default system defaults. 279 00:21:21.055 --> 00:21:24.435 When there are actions here on the left hand side these are 280 00:21:24.870 --> 00:21:26.150 events for your custom, 281 00:21:26.550 --> 00:21:26.790 form. 282 00:21:26.790 --> 00:21:33.290 So as David mentioned, you can create webhook events, basically integration events for your member reviews, 283 00:21:33.750 --> 00:21:36.490 contact us form, newsletter sign ups, lead submission, 284 00:21:37.335 --> 00:21:40.875 paid and free member sign ups. And you can see here I've created 285 00:21:41.575 --> 00:21:42.075 some, 286 00:21:42.855 --> 00:21:46.475 I've enabled some of those webhooks here. I'm going to go ahead and delete these 287 00:21:47.015 --> 00:21:49.915 and we'll start from scratch here together. 288 00:21:50.570 --> 00:21:53.550 And I'll go ahead and just save this page so everything is empty. 289 00:21:54.090 --> 00:21:56.510 First things first, we can go into 290 00:21:57.050 --> 00:21:57.550 Zapier 291 00:21:58.010 --> 00:22:00.190 and we can go to our zaps. 292 00:22:01.210 --> 00:22:03.630 And actually what we'll do is we'll create a new zap. 293 00:22:05.275 --> 00:22:08.495 And what we're going to be doing in this process is connecting 294 00:22:09.035 --> 00:22:19.159 your brilliant directory's form submission so when someone signs up that's a submit form submitted for like a free or paid sign up and we're going to be telling it to sync to another app in this case Mailchimp. 295 00:22:19.299 --> 00:22:24.120 So what we want to look for for the app event is going to be called webhooks by Zapier 296 00:22:25.539 --> 00:22:26.039 and 297 00:22:26.500 --> 00:22:30.585 the trigger event this one confused me a bit but just remember this 298 00:22:30.985 --> 00:22:34.605 Captain Hook, all we want to do is catch hook, the middle one. 299 00:22:34.985 --> 00:22:38.105 It's easy way. We don't need the raw hook. We don't need to retrieve pull. 300 00:22:38.105 --> 00:22:39.645 We just want to catch hook. 301 00:22:39.784 --> 00:22:44.365 So just remember Peter Pan Captain Hook, catch hook and click on continue. 302 00:22:45.440 --> 00:22:50.340 Now it sounds silly but, so this will be a custom webhook URL. We want to copy this 303 00:22:50.799 --> 00:23:01.335 and what's really cool and I discovered today you don't have to but actually you can use the same webhook URL, the one that I just copied and use it for both the paid and free sign ups. 304 00:23:01.575 --> 00:23:05.895 You could have a different one if you need to but actually you could just use the same one, 305 00:23:06.215 --> 00:23:06.774 for both. 306 00:23:06.774 --> 00:23:13.034 So what I've done is I'm in the webhook section of the developer hook and I'm gonna copy and paste that URL, 307 00:23:13.575 --> 00:23:18.620 here into the webhook link and I clicked on enable and I'm gonna hit save changes here. 308 00:23:18.760 --> 00:23:20.860 So we're gonna continue through the process 309 00:23:21.480 --> 00:23:25.100 and I've copied that you don't need to do anything else just click on continue. 310 00:23:27.640 --> 00:23:36.134 Okay now it wants us to test the trigger Basically do a test form submission and then it's gonna tell us the data that it found, what Zapier found. 311 00:23:36.195 --> 00:23:39.255 So what we're gonna do is we're gonna go to the free sign up form. 312 00:23:39.475 --> 00:23:42.134 I'll sign up as a general user and we'll see 313 00:23:42.520 --> 00:23:48.540 if the connection with Zapier is made now that I've saved, that link in the developer hub. 314 00:23:49.080 --> 00:23:49.480 So, 315 00:23:50.520 --> 00:23:54.220 let's do this here. I'll do, Jason and up the webinar 316 00:23:55.160 --> 00:23:56.220 and we'll do 317 00:23:56.760 --> 00:23:57.260 webinar 318 00:23:58.695 --> 00:24:00.315 at webinar.com 319 00:24:00.695 --> 00:24:02.635 and we'll go ahead and save the changes. 320 00:24:03.575 --> 00:24:05.835 So they want you to do conduct a test. 321 00:24:06.135 --> 00:24:12.330 So I've done a test now the form is submitted and we're going to go back to Zapier and we're going to click test trigger. 322 00:24:12.330 --> 00:24:14.270 It's gonna see if it collected anything 323 00:24:14.970 --> 00:24:18.990 and it did it did collect it. It knows the subscription ID is 5. 324 00:24:19.610 --> 00:24:23.865 It knows the form that was, the filled out it was the sign up free form. 325 00:24:24.505 --> 00:24:28.605 It has my IP, it has my first name and last name, my email, 326 00:24:28.905 --> 00:24:32.125 any other custom fields you add to these these forms 327 00:24:32.425 --> 00:24:36.925 they will be sent into Zapier. So if here you're gonna add phone number field, 328 00:24:37.500 --> 00:24:41.760 who referred you field, all that any custom fields you want on any of the forms 329 00:24:42.300 --> 00:24:48.780 sign up form, contact us form, newsletter form, all that those that field data is going to be sent into Zapier. 330 00:24:48.780 --> 00:24:55.015 So we know that now that Zapier is receiving the data from the form submission we can go ahead and click continue. 331 00:24:57.075 --> 00:24:59.235 Okay, this is the magic part. 332 00:24:59.235 --> 00:25:04.595 So now that Zapier is successfully receiving the form submissions, they're gonna say okay what do you want us to do? 333 00:25:04.595 --> 00:25:09.970 Where do you where else do you want us to send this data and as David mentioned they have 3,000 plus integrations. 334 00:25:10.510 --> 00:25:14.130 We'll keep it simple and we want to send this to our Mailchimp account. 335 00:25:14.510 --> 00:25:18.930 We want to send this user's information and and add them to our Mailchimp account. 336 00:25:19.325 --> 00:25:24.705 They're gonna ask you to connect your mail sync your Mailchimp account, first to to give it access 337 00:25:25.165 --> 00:25:28.945 and we've done that, so we'll go ahead we've we've selected Mailchimp, 338 00:25:29.725 --> 00:25:32.705 choose an event we want to add or update a subscriber 339 00:25:33.580 --> 00:25:35.280 and we'll click on continue. 340 00:25:36.300 --> 00:25:40.140 So this is where they want you to choose your Mailchimp account with Mailchimp Moring. 341 00:25:40.140 --> 00:25:48.235 This is just a test account we created and we're just going to follow through the steps here on how they want us to connect to the Mailchimp account. 342 00:25:48.235 --> 00:25:51.534 So now we're gonna sync data together. So, 343 00:25:52.235 --> 00:25:55.514 more ink as is just a test account that we made in Mailchimp. 344 00:25:55.514 --> 00:25:57.240 That's the name of our Mailchimp account 345 00:25:57.720 --> 00:26:01.080 And the subscribers email, so this is where we're gonna start mapping stuff. 346 00:26:01.080 --> 00:26:04.300 So email is the email field for Mailchimp. 347 00:26:05.800 --> 00:26:08.840 And double opt in, we don't need to do that in this case. 348 00:26:08.840 --> 00:26:13.185 We're gonna put false that means do you require the user to do a double opt in. 349 00:26:13.265 --> 00:26:14.885 Update existing value 350 00:26:15.185 --> 00:26:16.085 that's fine. 351 00:26:17.905 --> 00:26:22.465 And groups, I don't think you need to do anything for groups I think you could just do add only. 352 00:26:22.465 --> 00:26:33.120 It's these are just some Mailchimp settings and what's really cool here is you can if you set up tags in Mailchimp, which we can we'll check out in just a second, based on the form that's submitted, 353 00:26:33.580 --> 00:26:35.660 you can choose a tag to assign. 354 00:26:35.660 --> 00:26:42.445 So I did create a tag called contact form and it would tag them in Mailchimp as someone who filled out the contact form. 355 00:26:43.465 --> 00:26:45.725 Here you can also map their first name 356 00:26:46.825 --> 00:26:56.880 that was filled out Jason webinar I put and last name and any other custom fields you have you're basically saying Mailchimp this is the field for first name this is the field for last name 357 00:26:57.360 --> 00:26:58.340 and so on 358 00:26:58.640 --> 00:27:04.580 and I think there is one for phone number, birthday, so just depending on things that you're collecting plan ID 359 00:27:05.520 --> 00:27:08.260 I created a custom field in Mailchimp called 360 00:27:08.720 --> 00:27:12.580 instead of first name last name in Mailchimp I added something called plan ID 361 00:27:12.934 --> 00:27:14.875 and I want to sync that here. 362 00:27:15.415 --> 00:27:17.275 If I search for subscription ID, 363 00:27:17.815 --> 00:27:20.695 subscription ID is going to be what plan ID is in Mailchimp. 364 00:27:20.695 --> 00:27:24.135 We're gonna see how all this works and I'll just go ahead and save the changes. 365 00:27:24.135 --> 00:27:28.730 So I mapped what your BD data should line up to going into Mailchimp 366 00:27:29.350 --> 00:27:30.650 and I'll click continue 367 00:27:32.070 --> 00:27:40.490 and just kind of showing you a preview of what things would look like not everything is required you could that's why I left all these things empty and we'll do a test and review. 368 00:27:42.605 --> 00:27:47.505 Okay a subscriber was sent to Mailchimp so it did send this data to Mailchimp. 369 00:27:47.804 --> 00:27:51.904 Let's go into our Mailchimp account and see if we can find Jason Webinar 370 00:27:52.445 --> 00:27:54.865 inside of Mailchimp. So we'll click on audience 371 00:27:56.299 --> 00:27:57.520 and all contacts. 372 00:27:58.540 --> 00:27:59.760 Now we're inside Mailchimp 373 00:28:00.540 --> 00:28:03.820 and here we can see webinar at webinar.com, 374 00:28:03.820 --> 00:28:10.240 Jason webinar. It has my plan ID. I know that's the subscription ID. The membership plan ID is five. 375 00:28:12.255 --> 00:28:14.675 And, yep, that person is here 376 00:28:15.215 --> 00:28:18.655 in Mailchimp now. So we've done a few cool things. 377 00:28:18.975 --> 00:28:19.955 You can create 378 00:28:20.335 --> 00:28:24.275 segments in Mailchimp. You could create tags in Mailchimp. So, 379 00:28:24.950 --> 00:28:27.130 let me go to the audience section, 380 00:28:28.150 --> 00:28:28.650 and 381 00:28:28.950 --> 00:28:31.130 what I did do is under 382 00:28:31.670 --> 00:28:35.370 all contacts let me slow down a bit. So under all contacts, 383 00:28:35.990 --> 00:28:36.890 under settings, 384 00:28:37.510 --> 00:28:41.325 you can add custom fields that you wanna add for your members. 385 00:28:41.325 --> 00:28:51.245 So obviously, we know first name, last name, phone number, but what I did do is I did go to settings, audience fields, and I'm sure all platforms allow you to create custom fields. 386 00:28:51.245 --> 00:28:55.290 So there's email, first name, address, phone number. These are all default fields. 387 00:28:55.770 --> 00:28:57.790 I did create a new field 388 00:28:58.490 --> 00:29:00.270 called plan ID number, 389 00:29:00.570 --> 00:29:04.590 and that is why when I was doing the Zap connections, 390 00:29:05.210 --> 00:29:09.174 I synced the subscription ID to the plan ID number field. 391 00:29:09.174 --> 00:29:14.955 So we are saving the sign up plan IDs into Mailchimp because I created 392 00:29:15.654 --> 00:29:17.674 this field. All I did was 393 00:29:17.975 --> 00:29:22.554 I clicked add new field, I created number field, because I want it to be an integer, 394 00:29:23.539 --> 00:29:28.020 and it's gonna ask me to put the details here. So here's my number field. 395 00:29:28.020 --> 00:29:29.460 I can call it whatever I want. 396 00:29:29.460 --> 00:29:34.520 Just I just needed something so I can save the subscription ID during sign up form submissions. 397 00:29:35.059 --> 00:29:42.585 So you can call it whatever you want and just make sure because the subscription ID is sent over when someone signs up to your site. 398 00:29:42.725 --> 00:29:47.625 So you just wanna map that with this custom field that you create in Mailchimp. 399 00:29:47.684 --> 00:29:59.000 So I would just map the subscription ID that's submitted with the form to the subscription ID number field in Mailchimp, and then I can create segments and and things like that now that I've stored this in in Mailchimp. 400 00:29:59.059 --> 00:30:07.695 So we basically created a corresponding field in Mailchimp that I can connect the subscription plan ID that's being sent with the sign ups from from Brilliant Directories. 401 00:30:08.554 --> 00:30:10.014 We did create a segment. 402 00:30:10.315 --> 00:30:13.835 Basically, this is like their version of smart list with BD sites. 403 00:30:13.835 --> 00:30:16.495 So, what we could do is we could create a segment, 404 00:30:17.995 --> 00:30:31.250 and if we go back here to the membership plan settings so the general user account was plan ID five and as you remember we're sending that data into Mailchimp so we know that this new contact is plan ID five so, 405 00:30:31.870 --> 00:30:33.410 what we're gonna do in Mailchimp 406 00:30:34.190 --> 00:30:34.690 is 407 00:30:35.305 --> 00:30:37.565 create a new segment, smart list basically. 408 00:30:38.985 --> 00:30:41.805 Plan if the plan ID number is 5 409 00:30:43.145 --> 00:30:46.025 and let's preview that's all the conditions we're doing. 410 00:30:46.025 --> 00:30:50.605 So there's one person webinar at webinar.com. I'm gonna save this 411 00:30:50.929 --> 00:30:55.110 and we're gonna say these are general users general user accounts 412 00:30:56.770 --> 00:30:58.150 and we'll save the changes. 413 00:30:59.169 --> 00:31:00.309 So now we have 414 00:31:00.610 --> 00:31:05.910 a segment for general user accounts and of course when we create these we could choose to send 415 00:31:06.465 --> 00:31:06.965 newsletters 416 00:31:07.424 --> 00:31:10.245 to these segments specifically from within 417 00:31:10.785 --> 00:31:14.545 Mailchimp. So Mailchimp allows you to basically group people in different ways. 418 00:31:14.545 --> 00:31:19.620 You can create segments, you can assign tags, then they have something called groups as well. 419 00:31:19.700 --> 00:31:21.220 More or less they're all doing the same thing. 420 00:31:21.220 --> 00:31:28.520 You're tagging members to be associated with certain groups within Mailchimp and then you can select them when you're sending your your newsletters. 421 00:31:29.380 --> 00:31:35.434 Now David, I know I went a little quick there. Did I overlook anything in that quick quick overview? 422 00:31:35.575 --> 00:31:37.515 I think that pretty much 423 00:31:37.894 --> 00:31:40.054 covers it. Maybe if we want to, 424 00:31:40.375 --> 00:31:46.955 discuss how you can know not just which membership plan they're within, but if they've, for example, submitted the contact form. 425 00:31:47.539 --> 00:31:51.000 Absolutely let's create a new zap for people submitting 426 00:31:51.380 --> 00:31:56.280 the contact us form on the website this is the contact us form 427 00:31:57.539 --> 00:32:11.405 right here so this is your your general contact us form so name email phone number So when the email matches it should also tag that, but we can create a tag that a person has is also a member and has filled out a contact us form. 428 00:32:11.405 --> 00:32:11.905 So, 429 00:32:12.205 --> 00:32:15.985 what we should do is create a new Zap for that logic. 430 00:32:17.280 --> 00:32:19.540 So what we could do is create a Zap. 431 00:32:19.920 --> 00:32:23.300 Gonna go through this twice just so everyone can get the hang of it. 432 00:32:23.360 --> 00:32:25.780 So what we're gonna search for is webhooks 433 00:32:26.720 --> 00:32:27.460 by Zapier. 434 00:32:30.495 --> 00:32:32.515 And the middle one catch hook 435 00:32:33.535 --> 00:32:34.515 and continue. 436 00:32:36.495 --> 00:32:38.275 We're going to copy this URL, 437 00:32:38.735 --> 00:32:40.915 webhook URL. We're going to copy this 438 00:32:41.295 --> 00:32:45.560 and this one we're going to put this for the webhook event, the contact And 439 00:32:47.062 --> 00:32:47.562 it 440 00:32:49.065 --> 00:32:49.565 wants 441 00:32:51.067 --> 00:32:51.567 us 442 00:32:53.070 --> 00:32:53.570 to 443 00:32:55.072 --> 00:32:55.572 test 444 00:32:57.154 --> 00:33:00.774 and it wants us to test our trigger. So we're gonna submit the form. 445 00:33:00.835 --> 00:33:02.914 And what I'd like to do is submit it with the, 446 00:33:03.554 --> 00:33:04.934 the same email address. 447 00:33:06.835 --> 00:33:09.575 This one webinar at webinars dot com. 448 00:33:11.140 --> 00:33:14.500 Where do I have it here? Here it is. Webinar@webinar.com. 449 00:33:14.500 --> 00:33:16.360 Just to test there. So 450 00:33:16.660 --> 00:33:18.919 I'll put my name here, Jason webinar, 451 00:33:19.780 --> 00:33:21.000 and email address. 452 00:33:21.620 --> 00:33:24.200 Let's put Jason there. And I'll put my phone number. 453 00:33:26.804 --> 00:33:28.905 And this is my message. 454 00:33:29.445 --> 00:33:31.465 And go ahead and submit this. 455 00:33:33.284 --> 00:33:37.625 Great. Your message has been sent. Let's go back to Zapier and see if it got that information. 456 00:33:39.080 --> 00:33:42.380 Perfect it knows the form name submitted was contact form 457 00:33:42.760 --> 00:33:49.260 the email was webinar webinar dot com it even got the phone number and my comment which is this is my message 458 00:33:49.880 --> 00:33:51.900 and we'll go ahead and continue here 459 00:33:54.255 --> 00:33:58.575 And what do we want to do? Do we want to send this to constant contact? 460 00:33:58.575 --> 00:34:01.315 It would follow the same model. In this case, we'll do Mailchimp 461 00:34:02.975 --> 00:34:03.475 and 462 00:34:04.095 --> 00:34:05.795 update or add a subscriber. 463 00:34:08.460 --> 00:34:10.639 And we're going to choose our test account 464 00:34:11.659 --> 00:34:12.480 and continue 465 00:34:14.300 --> 00:34:20.159 and I guess the audience is kind of like the test account so so now we're going to map okay what's the email address 466 00:34:20.460 --> 00:34:24.205 field that should be mapped in in Mailchimp? So if you don't 467 00:34:24.665 --> 00:34:29.165 see the field here, in this case we're not seeing the email field, you can click show all options 468 00:34:29.545 --> 00:34:33.565 and if we scroll down we see inquiry email webinar webinar dot com. 469 00:34:34.105 --> 00:34:35.324 So that's mapped. 470 00:34:35.864 --> 00:34:38.125 I don't think we need to even choose this one. 471 00:34:38.719 --> 00:34:42.020 Update existing, yeah we can update the existing contact 472 00:34:43.119 --> 00:34:48.179 and we can assign a tag here. These are people who filled out the contact form. 473 00:34:48.480 --> 00:34:51.779 You can assign multiple tags if you needed to not just one. 474 00:34:52.914 --> 00:34:55.895 And we can also update the first name field 475 00:34:57.474 --> 00:35:00.454 and more. In this case, we did grab a phone number actually. 476 00:35:00.755 --> 00:35:06.135 That form had a phone number field, so I can add that there. And I'll go ahead and click continue. 477 00:35:08.400 --> 00:35:11.220 Okay. This is what it's going to map to Mailchimp 478 00:35:11.760 --> 00:35:15.440 and these are the fields that it's not going to update in Mailchimp. They're left empty. 479 00:35:15.440 --> 00:35:16.900 We'll do a test and review. 480 00:35:17.280 --> 00:35:21.540 And what we're going to do is we're going to go into Mailchimp and see if the tag was added, 481 00:35:22.105 --> 00:35:22.905 the tag, 482 00:35:23.465 --> 00:35:27.165 contact form for this person. So if we go to all contacts, 483 00:35:28.825 --> 00:35:31.325 so we have webinarwebinar.com 484 00:35:31.385 --> 00:35:31.885 and 485 00:35:32.265 --> 00:35:36.080 name is there. So now we see the phone numbers here. I didn't add the phone 486 00:35:36.620 --> 00:35:40.480 number during the sign up, but I did add my phone number on the contact us form. 487 00:35:40.940 --> 00:35:42.800 And we see that it's associated 488 00:35:43.100 --> 00:35:44.800 the tag contact form, 489 00:35:45.740 --> 00:35:50.000 to this existing person in Mailchimp as well. So 490 00:35:50.445 --> 00:35:55.505 through submitting two forms, the sign up form and also the contact us form, we've been able to successfully 491 00:35:56.205 --> 00:35:59.745 add and update a contacts information that is in Mailchimp. 492 00:36:00.125 --> 00:36:04.945 And as David was mentioning, we can create more specific segments if you're doing email marketing 493 00:36:05.289 --> 00:36:06.109 from Mailchimp. 494 00:36:06.650 --> 00:36:08.109 Let's create a new segment 495 00:36:09.130 --> 00:36:11.309 and in this segment we're gonna want, 496 00:36:11.930 --> 00:36:13.150 people who are 497 00:36:13.690 --> 00:36:15.630 of the plan ID five. 498 00:36:16.009 --> 00:36:18.589 So plan ID number is 5. That's that general 499 00:36:19.305 --> 00:36:20.285 user ID 500 00:36:20.665 --> 00:36:22.045 on their BD site. 501 00:36:23.145 --> 00:36:26.285 And we're gonna add we're gonna do all contacts 502 00:36:26.825 --> 00:36:29.484 must match all of the following conditions and, 503 00:36:30.345 --> 00:36:31.645 they have tags. 504 00:36:32.520 --> 00:36:36.460 Well, we only have one tag, but so they have to tag contact form. 505 00:36:36.760 --> 00:36:41.820 So they have to be a general user and they have to have submitted a contact form. 506 00:36:41.880 --> 00:36:43.480 And we can preview this segment. 507 00:36:43.480 --> 00:36:46.300 Obviously, we know there's only one person here that meets this criteria 508 00:36:46.925 --> 00:36:48.385 and we'll save the segment. 509 00:36:49.005 --> 00:36:51.105 So this will be general users 510 00:36:51.484 --> 00:36:52.465 who also 511 00:36:53.325 --> 00:36:54.705 build out contact 512 00:36:55.244 --> 00:36:57.185 form. Now you might be doing 513 00:36:57.724 --> 00:36:58.224 applications, 514 00:36:58.845 --> 00:37:04.960 contests, online surveys and you wanna know which of your paid members also filled out your contest form. 515 00:37:05.260 --> 00:37:11.980 You could do this in in BD because we know there's filters for forms submitted and forms not submitted that you could create from your members. 516 00:37:11.980 --> 00:37:17.440 But again, this is if you're using a third party solution and you're sending data into things like Mailchimp. 517 00:37:18.165 --> 00:37:20.425 These kind of tools allow you to create 518 00:37:20.725 --> 00:37:22.025 smart lists or segments 519 00:37:22.485 --> 00:37:27.065 based on your goals or needs. So you can create these types of smart lists 520 00:37:27.765 --> 00:37:28.825 and then obviously 521 00:37:29.125 --> 00:37:31.145 schedule newsletters within Mailchimp 522 00:37:31.930 --> 00:37:35.070 to them. So now what we've done is we have 523 00:37:35.770 --> 00:37:36.270 created 524 00:37:36.650 --> 00:37:40.910 two different webhooks one for sign ups and one for the contact us form. 525 00:37:41.210 --> 00:37:49.085 You can of course continue this process and send all the data you need that's included with the form submission to third parties in 526 00:37:49.465 --> 00:37:50.205 this example 527 00:37:50.505 --> 00:37:51.005 Mailchimp. 528 00:37:51.705 --> 00:37:55.465 Now David fill me in did we miss anything here? I think that covers it. 529 00:37:55.465 --> 00:38:02.230 It's a relatively simple process and even for custom forms you would basically follow the same process that we just did for 530 00:38:02.530 --> 00:38:03.670 the contact form. 531 00:38:03.970 --> 00:38:05.970 Right. Yeah. I I think that's it. 532 00:38:05.970 --> 00:38:10.230 I think the best thing to do would be maybe to take some questions. How are you, Colette? 533 00:38:10.849 --> 00:38:14.755 Hi, Jason. I'm well. How are you? Pretty good. Pretty good. How's everything there? 534 00:38:15.055 --> 00:38:16.275 Very good. Thanks. 535 00:38:16.575 --> 00:38:19.955 Jason, two questions for you. The first one is, 536 00:38:20.735 --> 00:38:23.635 will this have any impact on the automated emails, 537 00:38:24.575 --> 00:38:28.515 that get sent when somebody signs up for the newsletter on BD? 538 00:38:29.400 --> 00:38:35.180 Great question. That will continue to be sent when they fill out the newsletter on the BD site. 539 00:38:35.559 --> 00:38:41.819 If you want to disable that you can turn that off in the form settings for your newsletter form on your BD site. 540 00:38:42.285 --> 00:38:45.424 However, this will not interrupt that setting this up. 541 00:38:45.724 --> 00:38:50.625 Perfect. And then the second question is do you have to have a paid Zapier account to do this? 542 00:38:51.325 --> 00:38:55.345 Yes. I believe the Zapier is, $29 543 00:38:55.565 --> 00:38:56.305 per month, 544 00:38:57.369 --> 00:39:03.530 But I think if you're gonna use this to improve your business operations for your members, it's it's well worth it. 545 00:39:03.530 --> 00:39:07.230 You just need the lowest paid plan that they that they have for this. 546 00:39:08.090 --> 00:39:08.590 Perfect. 547 00:39:08.955 --> 00:39:09.695 Thanks very 548 00:39:10.155 --> 00:39:13.535 much. You're very welcome. Alright. Good questions there. 549 00:39:14.155 --> 00:39:18.715 Alright, Stephanie. Looks like you're self muted. Hey, guys. Can you hear me? Yes. 550 00:39:18.715 --> 00:39:19.775 How you doing, Stephanie? 551 00:39:20.155 --> 00:39:21.630 Good. Good. Thank you. 552 00:39:22.109 --> 00:39:22.849 Quick question. 553 00:39:23.309 --> 00:39:28.369 In the future, is there any plans to be able to allow to push over 554 00:39:28.750 --> 00:39:29.410 the resume 555 00:39:29.789 --> 00:39:30.289 fields, 556 00:39:30.670 --> 00:39:32.130 from the resume form? 557 00:39:32.910 --> 00:39:33.410 Yes. 558 00:39:34.670 --> 00:39:35.170 So 559 00:39:36.265 --> 00:39:38.525 the yes. There is actually because 560 00:39:39.385 --> 00:39:41.165 so you're referring to, 561 00:39:42.025 --> 00:39:45.485 the basic information as well as the listing details tab. Correct? 562 00:39:46.025 --> 00:39:48.820 Yes. Yeah. Yeah. Yeah. Yes. Yes. 563 00:39:49.300 --> 00:39:52.359 So coming down the line are these more internal forms. 564 00:39:52.900 --> 00:39:58.740 I know this is going to be high value when a user is filling out all this incredible information to send it out. 565 00:39:58.740 --> 00:40:00.915 So a short answer to your question is yes. 566 00:40:01.475 --> 00:40:05.575 It'll it'll be, probably in in a month or so, before these 567 00:40:05.955 --> 00:40:11.815 the the basic information and the listing details forms will be, have options to be sent out to Zapier. 568 00:40:12.435 --> 00:40:14.375 Excellent. And that includes any, 569 00:40:15.500 --> 00:40:19.040 any fields custom fields that we would have added ourselves. 570 00:40:20.059 --> 00:40:22.079 Yeah. So the cool part is I mean, 571 00:40:22.619 --> 00:40:28.240 yeah, so what we're seeing, like, here on this page, this is all what we can consider one form. 572 00:40:28.395 --> 00:40:29.935 So when you create that webhook 573 00:40:30.235 --> 00:40:31.615 anything in this form 574 00:40:31.995 --> 00:40:33.135 is sent to Zapier 575 00:40:33.435 --> 00:40:38.095 and then you choose which details you want to also be sent to your third party solution. 576 00:40:38.555 --> 00:40:39.055 Excellent. 577 00:40:39.835 --> 00:40:42.895 Excellent. That's great. Thanks guys for all that hard work. 578 00:40:43.230 --> 00:40:44.930 Yeah. Thank you. Thank you, Stephanie. 579 00:40:46.190 --> 00:40:51.170 Alright. Good stuff there. Alright. We got our good friend, Eric, here. How are you today? 580 00:40:51.470 --> 00:40:55.869 Good. How are you? Pretty good. Pretty good. How'd you like the webinar so far today? Oh, good. 581 00:40:55.869 --> 00:40:57.490 You guys are doing a lot. 582 00:40:57.790 --> 00:40:58.695 Always doing a lot. 583 00:40:59.655 --> 00:41:03.835 Alright. Thank you. What's your question for us today? So I had a question about 584 00:41:04.295 --> 00:41:04.795 sidebars. 585 00:41:06.135 --> 00:41:10.235 Part of my problem I'm running into is that I have some articles 586 00:41:10.695 --> 00:41:13.915 or posts that are longer than 587 00:41:14.310 --> 00:41:15.850 the majority of other posts 588 00:41:16.230 --> 00:41:17.130 and the sidebar 589 00:41:17.430 --> 00:41:18.810 runs out rather quickly. 590 00:41:19.510 --> 00:41:23.990 And I have you know just some ad space in there. So the first thing I did was, 591 00:41:25.110 --> 00:41:27.290 I turned I just put in some crude 592 00:41:27.825 --> 00:41:32.005 CSS into the the additional CSS settings to make those 593 00:41:32.465 --> 00:41:33.525 sidebars sticky. 594 00:41:33.984 --> 00:41:38.724 Right. Because because there's yeah. But because there's no specific ID 595 00:41:39.105 --> 00:41:40.645 to call out the sidebars, 596 00:41:41.025 --> 00:41:42.484 you can't target them 597 00:41:43.020 --> 00:41:43.520 individually 598 00:41:44.220 --> 00:41:47.280 and so I don't know if you might have another suggestion 599 00:41:47.660 --> 00:41:48.160 on 600 00:41:49.020 --> 00:41:51.760 I love I love this I love this Eric. 601 00:41:52.060 --> 00:41:57.920 I I got this already. I I know exactly what to do. So I think what the best compromise would be 602 00:41:58.455 --> 00:42:00.635 is when you're in your sidebar manager 603 00:42:01.255 --> 00:42:03.435 is if you can pick one 604 00:42:03.735 --> 00:42:10.235 most mostly it'll be the last one usually because you scroll down and then you want the last element to lock as you're scrolling down. 605 00:42:10.730 --> 00:42:12.829 Is is that kind of what you have in mind? 606 00:42:13.210 --> 00:42:21.150 Well, it's either is either that or I was trying to figure out if you could put some code into the details page 607 00:42:21.450 --> 00:42:30.645 code that would say I don't know again I don't know I'm not good enough with coding to know what to tell it but if one side if the content is running longer than the sidebar 608 00:42:31.025 --> 00:42:33.685 duplicate these pieces of the sidebar 609 00:42:34.465 --> 00:42:38.325 or likely like lazy load some more of them or something like that. 610 00:42:38.785 --> 00:42:43.490 Right. That might be a little harder because there's just so many settings involved in that. 611 00:42:43.490 --> 00:42:44.950 Like here's our b d blog. 612 00:42:45.650 --> 00:42:48.310 We actually did have more things in the in the sidebar. 613 00:42:49.090 --> 00:42:52.310 But what happens is when when the article is longer, 614 00:42:52.625 --> 00:42:55.525 we were always locking the last element. 615 00:42:55.905 --> 00:43:01.204 What I think what I think a good comp and it works well because that's gonna be your strongest call to action. 616 00:43:01.345 --> 00:43:03.924 Right? That you want what you want for the page. 617 00:43:05.000 --> 00:43:08.059 What I think would be a good compromise is a setting 618 00:43:08.359 --> 00:43:12.140 a so when you're in your sidebar and this would be definitely doable. 619 00:43:12.200 --> 00:43:15.740 I'm trying to think what would be low hanging fruit so we could deliver something is 620 00:43:16.119 --> 00:43:20.299 a sidebar setting where you can lock the last module 621 00:43:20.865 --> 00:43:21.605 when scrolling. 622 00:43:21.905 --> 00:43:22.405 So, 623 00:43:22.785 --> 00:43:23.285 okay. 624 00:43:23.745 --> 00:43:24.725 Lock last 625 00:43:25.265 --> 00:43:26.245 widget elements 626 00:43:27.105 --> 00:43:28.005 when scrolling 627 00:43:28.465 --> 00:43:38.370 and that will then lock it into place till till the bottom of the the area or you know whatever the side side of the article is or any page search results page, member profile page, 628 00:43:38.670 --> 00:43:42.770 it'll lock it the last widget element when when scrolling. 629 00:43:43.230 --> 00:43:44.770 That's simple to implement. 630 00:43:45.150 --> 00:43:51.325 We can create a setting for that and I think that's gonna add a lot of lot of value because you can put your strongest call to action 631 00:43:51.785 --> 00:43:53.545 as the last element in your sidebar. 632 00:43:53.545 --> 00:44:00.125 Sometimes you can people put like an ad on the two things in the bottom and top but I think this will be the the best compromise. 633 00:44:00.786 --> 00:44:01.480 To Yeah. Because 634 00:44:02.120 --> 00:44:04.220 quickly. Yeah. Because right now I target 635 00:44:05.480 --> 00:44:08.060 the col dash m d dash four 636 00:44:08.440 --> 00:44:12.945 CSS code you know to try to Yeah. Make those stick there. Mhmm. 637 00:44:12.945 --> 00:44:18.965 So but like I said, then it it starts affecting other elements on the site that are of that same code. 638 00:44:19.345 --> 00:44:19.845 So 639 00:44:20.465 --> 00:44:22.565 Right. Like menu items for example. 640 00:44:23.425 --> 00:44:24.385 Okay. It'll affect those. 641 00:44:24.385 --> 00:44:32.630 So anyways, I was just trying to see how I could match that when the content is out of sync with the the sidebar or vice versa you know. 642 00:44:33.089 --> 00:44:39.670 Now I if you wanna post this in the Facebook group, I can give you the the CSS so at least the last element. 643 00:44:40.255 --> 00:44:45.234 Okay. In in the sidebar is gonna scroll so whatever the last item is it'll it'll scroll. 644 00:44:45.295 --> 00:44:49.935 It'll stay sticky in in your sidebar until we we create such a setting. 645 00:44:49.935 --> 00:44:52.915 I'll I'll notify the team and see what they think about this 646 00:44:53.319 --> 00:44:58.059 but but I think this is this is great because it's gonna allow you to not have empty sidebars. 647 00:44:58.760 --> 00:45:01.500 And can I ask just a I just I'm curious 648 00:45:02.040 --> 00:45:09.684 is there any benefit to if you guys were to put an ID on the sidebar so that we could target them for other things? 649 00:45:10.065 --> 00:45:12.805 It's even better idea. Eric, I'm loving you today, buddy. 650 00:45:13.664 --> 00:45:14.884 Yeah. Wrap, 651 00:45:15.424 --> 00:45:17.845 sidebar elements and an ID 652 00:45:18.530 --> 00:45:19.349 and an element 653 00:45:19.810 --> 00:45:21.270 ID and an ID class. 654 00:45:21.570 --> 00:45:26.869 I like your idea to wrap sidebar elements and and IDs before they they render in the sidebar for targeting. 655 00:45:27.250 --> 00:45:30.525 That's Thank you. That's a that's a valid suggestion there. Thank you, Eric. Alright. 656 00:45:30.605 --> 00:45:34.385 Good stuff there. Great suggestions there. Simple stuff for quality of life improvements. 657 00:45:35.645 --> 00:45:38.704 Alright. And, we got time here for Robert. 658 00:45:39.325 --> 00:45:42.545 Robert, take us away, buddy. How you doing? Hi, Jason. 659 00:45:42.605 --> 00:45:46.224 I wanted to ask, now I did post this in the group as well, 660 00:45:46.740 --> 00:45:55.140 and I wanted to know if there's a way to put certain pages behind a paywall or or they have to be certain level of member, like a search. 661 00:45:55.140 --> 00:45:59.320 Absolutely. Let me show you how to do that. That that's gonna be with with the download, 662 00:45:59.620 --> 00:46:00.680 digital products 663 00:46:00.995 --> 00:46:04.435 add on. Let me just get you the link for this. Pretty sure you have this on your site. 664 00:46:04.435 --> 00:46:06.695 So, you wanna basically protect 665 00:46:07.395 --> 00:46:12.930 a specific standalone web page. So it's for access to only certain people who have paid to access, 666 00:46:13.490 --> 00:46:14.230 that page. 667 00:46:14.530 --> 00:46:22.309 So what you can do is, and it's the the sell digital downloads page, I like it because there's a video on how this works, but in a nutshell what you can do, 668 00:46:23.010 --> 00:46:23.510 is 669 00:46:24.050 --> 00:46:26.150 go to your web page builder 670 00:46:27.585 --> 00:46:35.125 and you can create a new page and when you have this add on you can create a digital product like whatever access these private pages. 671 00:46:35.265 --> 00:46:40.085 So what you'll have is you'll have the option here when you're creating a static page, protect page, 672 00:46:40.690 --> 00:46:41.190 and 673 00:46:41.490 --> 00:46:44.710 you can only allow certain members of certain membership plans 674 00:46:45.090 --> 00:46:47.990 or you can only allow digital product buyers 675 00:46:48.530 --> 00:46:52.470 if you want. So let's say they're not members but they just they purchased 676 00:46:52.850 --> 00:46:55.510 access to this page because you have a paywall there. 677 00:46:56.025 --> 00:46:58.744 Here we had a digital product called how to write an ebook. 678 00:46:58.744 --> 00:47:05.645 So only people who have purchased this digital product would be able to access this this static custom web page. 679 00:47:06.184 --> 00:47:10.840 Yeah. And on the page, I can put anything I want there. Whatever I wanna have them access to. 680 00:47:10.840 --> 00:47:13.740 Anything you want. And let me let me save the changes here, 681 00:47:14.200 --> 00:47:18.300 and and you'll see what people see. Just a second. So this is a protected page now. 682 00:47:18.680 --> 00:47:20.140 Only people who have purchased 683 00:47:20.600 --> 00:47:24.140 the digital product how to write an ebook. So if I go to view the page, 684 00:47:24.755 --> 00:47:28.615 it says that you don't have access to view this page. Click for access, 685 00:47:29.315 --> 00:47:35.735 and it's gonna take me to the ebook where I can purchase access to to the page. So that that's 686 00:47:36.115 --> 00:47:39.975 basically how it works in a nutshell. There's no additional clothing or anything. Right. 687 00:47:40.320 --> 00:47:45.060 Yeah. And and so I can change that text label to, like, upgrade rather than you don't have access. 688 00:47:45.520 --> 00:47:50.900 Precisely. I can do that in the text labels. Yeah. Okay. Good. Good. Because yeah. Alright. Thanks. 689 00:47:51.120 --> 00:47:52.500 Alright. Yeah. No worries. 690 00:47:52.835 --> 00:47:57.315 Yeah. I would recommend watching the video on on this page here that I shared. It's pretty 691 00:47:58.115 --> 00:48:03.414 goes into detail about how to see your transaction history for digital products and things like that. 692 00:48:03.875 --> 00:48:08.599 And guys, with that, I wanna thank everyone for joining this webinar. We do have, 693 00:48:08.980 --> 00:48:09.960 something special. 694 00:48:10.339 --> 00:48:15.299 Ryan Sullivan is having the directory after party. I'm gonna share another link here. 695 00:48:15.299 --> 00:48:17.000 You can just follow that link. 696 00:48:17.220 --> 00:48:21.720 You can continue the, the good energy there with Ryan in the directory after party. 697 00:48:22.025 --> 00:48:30.505 It'll be a great chance to mingle with fellow BD website owners and get to get to know and meet each other outside of the Facebook group. 698 00:48:30.505 --> 00:48:36.770 So, if you have a few extra minutes after the webinar, definitely go to directoryafterparty.com 699 00:48:36.770 --> 00:48:38.390 and join in the fun there. 700 00:48:38.930 --> 00:48:43.030 And, yeah, it was great webinar today. Thank you guys for all your questions. 701 00:48:43.410 --> 00:48:49.890 If you have more questions that we didn't get to, please feel free to join the Facebook group, brilliantdirectories.com 702 00:48:49.890 --> 00:48:52.445 forward slash Facebook and ask your questions there. 703 00:48:52.665 --> 00:48:58.605 So on behalf of myself and David and the entire Brilliant Directories team, thank you guys so much for joining us today. 704 00:48:58.745 --> 00:49:02.685 We'll catch you guys in two weeks in the next webinar. Take care. Bye bye.