WEBVTT 1 00:00:10.719 --> 00:00:12.420 Good morning, folks. How's it going? 2 00:00:13.075 --> 00:00:14.375 Good morning. Good morning. 3 00:00:14.915 --> 00:00:19.735 Good morning. I see a whole bunch of folks coming. I'm just gonna allow them 4 00:00:20.435 --> 00:00:21.974 start admitting them in. 5 00:00:22.515 --> 00:00:26.615 For those of you who have not been on a call of mine before, my name is Justine. 6 00:00:26.675 --> 00:00:28.395 I'm a support specialist with Simplero. 7 00:00:29.550 --> 00:00:30.050 I 8 00:00:30.670 --> 00:00:37.570 am often in, our weekly workshops, but today is obviously a very topic specific workshop. 9 00:00:38.270 --> 00:00:40.210 So we're gonna cover, automations 10 00:00:40.989 --> 00:00:43.010 and go over what dripping, 11 00:00:43.470 --> 00:00:44.450 access is, 12 00:00:45.045 --> 00:00:48.504 because you can do dripping access amongst lots of different things, 13 00:00:49.125 --> 00:00:50.905 inside of Simplero. So, 14 00:00:51.765 --> 00:00:54.024 I'm just gonna get started. And, 15 00:00:54.565 --> 00:00:57.625 towards the end, I will leave time for, like, questions 16 00:00:58.000 --> 00:00:59.620 in case you guys have any. 17 00:01:00.160 --> 00:01:08.020 So make sure you keep them in a note or something, so you don't forget, but I'm gonna pull up my notes real quick to make sure I don't forget anything. 18 00:01:08.560 --> 00:01:08.800 So, 19 00:01:09.935 --> 00:01:13.635 I'm gonna start off with, what an automation is. So 20 00:01:13.935 --> 00:01:18.195 in Simplero, we consider an automation there is either a simple automation 21 00:01:18.815 --> 00:01:20.435 or there is a, 22 00:01:20.975 --> 00:01:21.715 like advanced 23 00:01:22.030 --> 00:01:25.890 automation. So in Simplero terms, a simple automation 24 00:01:26.590 --> 00:01:30.210 would be something like a trigger or an response. 25 00:01:31.070 --> 00:01:37.365 That would be something that is more so it's a one action type of thing, but it happens automatically. 26 00:01:38.545 --> 00:01:41.845 Advanced automations, which we'll go into a little further later, 27 00:01:42.145 --> 00:01:43.285 is more so 28 00:01:44.145 --> 00:01:49.285 a multiple different steps. You can control a lot more of what's in the advanced automations 29 00:01:49.810 --> 00:01:51.350 compared to a simple automation. 30 00:01:53.250 --> 00:01:57.510 So I'm going to share my screen real fast as we go into these. 31 00:02:00.770 --> 00:02:02.550 So when you're on your dashboard, 32 00:02:03.134 --> 00:02:05.715 you're gonna be able to go into your contacts 33 00:02:06.255 --> 00:02:09.875 and you can go down to list. So inside of list, 34 00:02:11.614 --> 00:02:19.120 you're gonna be able to have a whole bunch of different tabs, but off to the three dots right here, there is auto responses. 35 00:02:19.900 --> 00:02:22.400 Auto responses are those simple automations, 36 00:02:23.500 --> 00:02:31.875 in Simplero terms, in terms of, like, these are a series of emails that'll go out based off of when somebody subscribes to your list. 37 00:02:32.515 --> 00:02:34.535 These are also available in products. 38 00:02:35.315 --> 00:02:37.975 And then in the content tab here, 39 00:02:38.355 --> 00:02:40.375 you'll also have the option for triggers. 40 00:02:40.755 --> 00:02:47.560 So triggers are another form of like a simple automation where you're able to set it up that when something happens, 41 00:02:48.180 --> 00:02:49.959 another thing is able to happen. 42 00:02:50.340 --> 00:02:52.040 It's instant. It's right away. 43 00:02:52.660 --> 00:02:56.680 It doesn't like go back or anything like that. It's more so just 44 00:02:57.060 --> 00:03:02.585 when, like, somebody subscribes to your list or maybe someone purchases your product, 45 00:03:02.965 --> 00:03:07.145 it is going to have another thing happen. Like add a tag or, 46 00:03:07.765 --> 00:03:11.065 you know, add them to another list or something like that. 47 00:03:13.410 --> 00:03:18.069 Then we're gonna go into our marketing tab here on that top navigation 48 00:03:18.610 --> 00:03:20.470 and we're gonna go into automations. 49 00:03:20.849 --> 00:03:23.590 So these are those advanced automations. 50 00:03:24.530 --> 00:03:27.190 This is where you're gonna have a lot more control. 51 00:03:27.635 --> 00:03:29.495 So when we create a new automation 52 00:03:29.795 --> 00:03:31.815 we're gonna have lots of different options 53 00:03:32.435 --> 00:03:35.895 in terms of what type of automation is it going to be. 54 00:03:36.915 --> 00:03:41.335 This is more so in terms of how are you going to restrict the way that it works 55 00:03:41.940 --> 00:03:44.280 and how are you going to be able to, 56 00:03:45.060 --> 00:03:46.360 add people into it. 57 00:03:46.660 --> 00:03:47.959 If you have it flexible, 58 00:03:48.420 --> 00:03:49.400 that will cover 59 00:03:49.700 --> 00:03:51.239 any type of entrance, 60 00:03:51.780 --> 00:03:52.920 whether that's manual 61 00:03:53.220 --> 00:03:56.599 or through a product or an event or anything like that. 62 00:03:56.900 --> 00:04:02.295 That you don't really have to worry about like, well, I tried to add them to an automation and it didn't work. 63 00:04:02.835 --> 00:04:05.975 Contact is going to be specific to that contact record. 64 00:04:06.355 --> 00:04:07.495 You can do it manually. 65 00:04:08.115 --> 00:04:11.975 It's really based off of things happening to the contact itself. 66 00:04:12.630 --> 00:04:13.610 A list subscription 67 00:04:13.990 --> 00:04:16.090 is going to be restricted to, 68 00:04:16.709 --> 00:04:19.770 someone being subscribed to a list or not. 69 00:04:20.390 --> 00:04:25.690 The same with the opt in, that would mean that somebody would have to opt into a sign up form, 70 00:04:26.550 --> 00:04:30.445 like a landing page sign up form or an embedded form. 71 00:04:31.065 --> 00:04:32.845 Product participant would mean 72 00:04:33.225 --> 00:04:38.604 that would be if you have, like, the billing contact might be different than your product participant. 73 00:04:39.385 --> 00:04:43.085 Only triggers that would be specific to your product participant 74 00:04:43.680 --> 00:04:45.780 would be able to work for that automation. 75 00:04:46.720 --> 00:04:48.020 And the same with the purchase, 76 00:04:49.040 --> 00:04:52.900 event participant would make sure that it is specific to, like, the event. 77 00:04:53.760 --> 00:04:56.175 So that that one is really great, especially 78 00:04:57.055 --> 00:04:59.634 connecting an automation, like a reminder automation, 79 00:05:00.815 --> 00:05:07.395 for, like, scheduling links or events, and you want people to be able to go in, maybe have multiple different flows, 80 00:05:07.854 --> 00:05:12.979 and then that make sure that it only cancels the flow connected to that specific event. 81 00:05:14.240 --> 00:05:17.379 The the rest of them, you know, it's kind of what I've already explained. 82 00:05:17.440 --> 00:05:22.099 It's just it's attached to whatever it is that you're selecting. So if you wanna restrict, 83 00:05:22.639 --> 00:05:30.535 if you want it connected to a specific thing like a list or event or anything like that, this is gonna be where you're able to select them. 84 00:05:30.754 --> 00:05:33.175 Now once we've created our new automation, 85 00:05:36.194 --> 00:05:38.130 it's gonna pull up like this now. 86 00:05:38.850 --> 00:05:41.250 You're gonna have the option where it's gonna show here. 87 00:05:41.250 --> 00:05:43.750 It's gonna tell you what kind of automation it is. 88 00:05:44.050 --> 00:05:46.790 And if you create it, you're not stuck. 89 00:05:47.010 --> 00:05:51.910 You don't have to worry about, oh, well, I meant to have this be a list subscription or 90 00:05:52.245 --> 00:05:54.345 I meant it to be like an event participant, 91 00:05:54.965 --> 00:06:00.825 you can always go back in and change it. We go here to the settings icon in that top right corner, 92 00:06:02.245 --> 00:06:08.500 and this is where you're gonna be able to have that object type show up so that you can control it, you can change it, 93 00:06:09.280 --> 00:06:13.060 and be able to have it more so, you know, that restricted type. 94 00:06:13.440 --> 00:06:14.900 You can also add conditions 95 00:06:15.280 --> 00:06:17.220 to the automation as a whole. 96 00:06:18.000 --> 00:06:26.745 You can add those conditions on, like, the triggers if you would like, but this would be in terms of the entire automation regardless of what trigger, 97 00:06:27.605 --> 00:06:30.665 or what connection you have for this automation. 98 00:06:31.765 --> 00:06:33.545 We also have those advanced settings. 99 00:06:33.979 --> 00:06:38.880 This could be if you want someone to like only ever be in the automation once. 100 00:06:39.020 --> 00:06:41.120 Like maybe you have a freebie and 101 00:06:41.500 --> 00:06:47.919 you have different lists being added to that freebie flow and you don't want people to take advantage of the freebie more than once. 102 00:06:48.220 --> 00:06:54.485 This could be a great way to kind of restrict that in terms of the only allow a given contact to go in once. 103 00:06:55.585 --> 00:06:59.765 If you have this connected to, like, reminders or something like that, 104 00:07:00.465 --> 00:07:01.365 I would encourage, 105 00:07:02.210 --> 00:07:11.350 leaving this prevent a contact from being active more than once off, so keep that one off if you want them to be able to go in multiple different times. 106 00:07:11.890 --> 00:07:17.134 Again, if you don't want them to have like multiple different flows at the exact same 107 00:07:17.435 --> 00:07:19.375 time, then you can always turn that on. 108 00:07:20.395 --> 00:07:24.895 Forcing flows to allow to always run on the contact, that would be more so like 109 00:07:25.275 --> 00:07:28.175 them having more control in terms of, like, continuing on, 110 00:07:28.555 --> 00:07:30.574 and then also confirming pages. 111 00:07:31.020 --> 00:07:31.680 All of 112 00:07:31.980 --> 00:07:33.920 these, this customization 113 00:07:34.380 --> 00:07:36.720 confirmation page is actually like a newer edition, 114 00:07:37.340 --> 00:07:40.880 so that if you have an action link inside of your emails, 115 00:07:41.900 --> 00:07:42.800 in your automation, 116 00:07:43.340 --> 00:07:48.925 then you're able to have a custom page in terms of, like, thank you so much, you're done, or 117 00:07:50.265 --> 00:07:51.705 you're back in, or what have you. 118 00:07:51.705 --> 00:07:58.125 You could have a custom landing page rather than Calvin confirmed, which would this will look a lot better. 119 00:08:00.105 --> 00:08:01.669 So we're just gonna save those. 120 00:08:02.850 --> 00:08:06.870 Now we have the actual automation setup. So automations 121 00:08:07.490 --> 00:08:11.110 are a very very powerful tool instead of some Plural. 122 00:08:11.490 --> 00:08:14.150 There is so much that you can do with them. 123 00:08:15.075 --> 00:08:17.095 So if you click this little plus icon, 124 00:08:18.035 --> 00:08:20.055 this is going to add a step. 125 00:08:20.275 --> 00:08:26.455 Now as you can see on this little right hand side, this is all of the different things that you can have for a step. 126 00:08:26.675 --> 00:08:28.055 You have your different actions, 127 00:08:28.440 --> 00:08:30.140 which are all of these different, 128 00:08:30.680 --> 00:08:32.940 things that you can do like adding a tag, 129 00:08:33.320 --> 00:08:34.700 sending a text message, 130 00:08:35.480 --> 00:08:39.500 subscribing to a list. And then you also have, like, your control steps here 131 00:08:39.880 --> 00:08:43.455 such as, like, a wait step or go to or stop. 132 00:08:43.934 --> 00:08:46.595 So we're gonna go into the wait step first. 133 00:08:47.695 --> 00:08:53.555 So with the wait steps, now that we've selected a wait step, you have lots of different things that you can pick. 134 00:08:53.775 --> 00:08:57.890 So you can do, like, a while. So maybe you want it to be, like, one hour. 135 00:08:58.030 --> 00:09:00.930 And then in an hour, they're gonna have the next action. 136 00:09:01.230 --> 00:09:05.890 You can, always change this to minutes, days, months, weeks, years. 137 00:09:06.430 --> 00:09:11.535 You can also restrict it in terms of having it be a specific day of the month. 138 00:09:12.254 --> 00:09:16.035 So you can go in and you can pick, like, any day, first day. 139 00:09:16.654 --> 00:09:19.795 Maybe you want it to be the eighteenth day of the month. 140 00:09:20.175 --> 00:09:22.274 You can go in. You can be really specific. 141 00:09:23.375 --> 00:09:26.274 You can also pick a specific day of the week. 142 00:09:26.430 --> 00:09:29.570 So you can do maybe we only want it to go off on Fridays, 143 00:09:30.270 --> 00:09:36.370 and maybe we also want to restrict the time in terms of we only want it to go off at 144 00:09:36.990 --> 00:09:37.730 8AM. 145 00:09:39.155 --> 00:09:42.055 I like to kind of flag this one because 146 00:09:42.355 --> 00:09:45.575 this is a great way for you to be able to send out emails 147 00:09:46.115 --> 00:09:50.535 automatically. Like, maybe you have an email that goes out every single Monday, 148 00:09:50.915 --> 00:09:52.935 and you want it to go out, 149 00:09:54.420 --> 00:09:55.779 you know, at 8AM, 150 00:09:55.779 --> 00:09:59.720 and you only want it to go out on Mondays and you just want it to repeat over and over, 151 00:10:00.339 --> 00:10:04.839 this is a great way to have that wait step so that it is in a very specific time 152 00:10:05.220 --> 00:10:06.600 and a specific day. 153 00:10:07.220 --> 00:10:08.839 So we're gonna create that step. 154 00:10:09.584 --> 00:10:10.324 Once it's, 155 00:10:10.704 --> 00:10:14.564 created and you have something like the wait for an hour, 156 00:10:15.105 --> 00:10:21.444 and you want it to be on a Friday, what it's going to do is it's going to make sure it first meets this first condition 157 00:10:21.985 --> 00:10:24.649 and then it's going to go here. So 158 00:10:24.990 --> 00:10:25.490 hypothetically, 159 00:10:25.829 --> 00:10:30.250 if we added someone to this automation on Friday at, like, 08:30 160 00:10:30.870 --> 00:10:36.649 and I wanted to have them get this email, you know, the same day, like, let's say it's 08:30PM, 161 00:10:36.949 --> 00:10:40.915 it would first wait for an hour and then it would wait until Friday. 162 00:10:40.915 --> 00:10:44.855 So if it's already Friday they would end up waiting till the next Friday. 163 00:10:45.955 --> 00:10:50.055 So just a little fun tip to kind of remember as you get going, 164 00:10:50.515 --> 00:10:55.850 go back into those wait steps. You can also do a specific time. So that would be like 165 00:10:56.310 --> 00:10:58.570 July 18 at 9AM. 166 00:10:58.630 --> 00:11:00.250 You would be able to pick this. 167 00:11:01.110 --> 00:11:07.769 You'll have your little time clock, your calendar to pick your day and time, and it's going to show up in your time zone. 168 00:11:08.165 --> 00:11:10.504 So the first one, the specific time, 169 00:11:10.964 --> 00:11:14.584 will show up in your time zone that you have in your profile. 170 00:11:15.444 --> 00:11:19.305 And that'll give you a little tool tip here of like what is your profile, 171 00:11:20.004 --> 00:11:23.225 time. If you need to change it you can always go do that here 172 00:11:23.550 --> 00:11:24.529 in your profile. 173 00:11:26.029 --> 00:11:36.690 If you do a specific time in the contacts time zone, then you could have it be, like, you know, Friday at 9AM, but it's gonna go based off of whatever your contacts time zone is. 174 00:11:36.945 --> 00:11:44.325 So if they are, you know, in a different part of the world, they're gonna get the email or whatever it is at a different time than what, 175 00:11:44.865 --> 00:11:45.925 you might be in. 176 00:11:46.225 --> 00:11:49.605 You can also kind of restrict it again with those specific days. 177 00:11:50.225 --> 00:11:55.520 And then we also have which I don't feel these are entirely relevant when you're picking a specific, 178 00:11:56.460 --> 00:12:04.240 time, but, you know, again, it's gonna go into those conditions of it's gonna wait until that specific date, and then it's gonna meet those other conditions. 179 00:12:06.504 --> 00:12:08.764 We also have a custom field value. 180 00:12:09.064 --> 00:12:14.285 So maybe you have, you know, a date and time value on their contact record. 181 00:12:14.745 --> 00:12:21.485 I've seen some folks in terms of, like, you know, a birthday or maybe it's like a due date for a pregnancy. 182 00:12:22.860 --> 00:12:28.380 You know, you can do a adjust time, and you can pick your days, months, minutes, hours, all of that. 183 00:12:28.380 --> 00:12:30.000 And you can do not only before, 184 00:12:30.540 --> 00:12:31.680 but also after. 185 00:12:32.140 --> 00:12:34.960 So maybe you want to send, like, a birthday, you know, 186 00:12:35.505 --> 00:12:40.085 email or something like that. You could do that based off of that custom field type, 187 00:12:40.625 --> 00:12:43.205 as long as it is like a date specific one. 188 00:12:43.825 --> 00:12:45.925 You can also do the product start. 189 00:12:46.385 --> 00:12:50.870 This is going to be where it's really important that if you want a product start wait 190 00:12:51.250 --> 00:12:54.870 step that you are making sure that the automation itself is restricted 191 00:12:55.490 --> 00:12:56.790 to either a purchase 192 00:12:57.250 --> 00:12:58.310 or a participant 193 00:12:58.690 --> 00:12:59.670 a product participant 194 00:13:00.050 --> 00:13:02.550 in that settings that we covered just a bit ago. 195 00:13:03.314 --> 00:13:06.295 Otherwise, you know, that product start is really not gonna be relevant 196 00:13:06.834 --> 00:13:09.095 unless those things are what's triggering 197 00:13:09.475 --> 00:13:12.774 the, you know, the event or the, automation. Sorry. 198 00:13:13.475 --> 00:13:15.975 We also have subscription renew or expire. 199 00:13:16.080 --> 00:13:20.660 So maybe you have, like, in your own series of reminders you want to send out, 200 00:13:21.440 --> 00:13:23.940 for, like, a subscription purchase of, like, hey. 201 00:13:24.240 --> 00:13:29.545 You only have x amount of time or something like that. This is gonna be really relevant 202 00:13:29.925 --> 00:13:33.464 as long as the automation is set on a purchase. 203 00:13:34.005 --> 00:13:36.665 So the purchase would have to trigger the automation 204 00:13:37.365 --> 00:13:39.225 for it to make sure that it knows 205 00:13:39.605 --> 00:13:42.265 when that subscription is going to renew or expire. 206 00:13:43.340 --> 00:13:48.720 Then we get into my favorite wait steps which is the event start or event end. 207 00:13:48.940 --> 00:13:54.160 Again, this is going to be really important that you have the automation set to like event participant 208 00:13:55.020 --> 00:13:57.920 or making sure that your triggers are only 209 00:13:58.245 --> 00:13:59.465 specific to an event. 210 00:13:59.925 --> 00:14:06.345 If you have anything to do with like an event start or event end or even event keys in your automation, 211 00:14:07.045 --> 00:14:11.065 none of those are gonna end up populating unless it's triggered from an event. 212 00:14:11.870 --> 00:14:14.750 So you're able to then go again, we have those drop downs. 213 00:14:14.750 --> 00:14:19.970 You can adjust your time to be, you know, the days, hours, minutes, and then before or after, 214 00:14:20.430 --> 00:14:26.370 which again you also have the end. So if you have a time specific event, it's only for an hour 215 00:14:26.765 --> 00:14:30.785 and then you wanna wait and do, you know, maybe one day after the event, 216 00:14:31.085 --> 00:14:32.545 you can do that as well. 217 00:14:33.085 --> 00:14:34.625 So I'm gonna close that out. 218 00:14:36.285 --> 00:14:38.465 Then we're gonna go in and add our actions. 219 00:14:38.605 --> 00:14:44.990 So whenever you add any of these action steps, you can really do, like I said, a million and two different things 220 00:14:45.370 --> 00:14:47.630 in terms of what you want to accomplish. 221 00:14:48.089 --> 00:14:51.550 All of these are just going to be things that you can do, 222 00:14:52.570 --> 00:14:57.255 in terms of just having it go off without you needing to worry about it. 223 00:14:57.795 --> 00:15:00.935 If you send any of these action steps, for example, 224 00:15:01.315 --> 00:15:03.015 so we're gonna do send email. 225 00:15:04.355 --> 00:15:06.375 They all have the option to do 226 00:15:07.329 --> 00:15:07.829 conditions. 227 00:15:08.130 --> 00:15:08.630 So 228 00:15:09.010 --> 00:15:09.990 just like the 229 00:15:10.370 --> 00:15:12.709 the automation as a whole can have conditions, 230 00:15:13.089 --> 00:15:16.149 you can also do the conditions on the steps themselves 231 00:15:16.850 --> 00:15:17.829 in terms of 232 00:15:18.130 --> 00:15:19.029 only if 233 00:15:19.745 --> 00:15:20.404 they're tagged 234 00:15:21.185 --> 00:15:26.084 or, maybe they're not a participant on a specific product or maybe they haven't, 235 00:15:27.024 --> 00:15:27.524 purchased 236 00:15:27.825 --> 00:15:31.045 a different product or they're not on another list. 237 00:15:31.584 --> 00:15:33.845 This is just going to make sure that 238 00:15:34.470 --> 00:15:39.209 maybe you want email a to go to, you know, people on list one, 239 00:15:39.670 --> 00:15:43.130 but email b goes to people on list two. 240 00:15:43.350 --> 00:15:46.649 So this is a great way to kinda have people in the same automation, 241 00:15:47.165 --> 00:15:50.065 but having a little bit of control along the way 242 00:15:50.365 --> 00:15:54.445 in terms of what are they going to get. What emails do you want? 243 00:15:54.605 --> 00:15:59.345 Do you want certain steps that are only going to happen for them and not for the others? 244 00:16:00.045 --> 00:16:05.709 And then those conditions are gonna be able to have anywhere on the steps that you're adding within your automation. 245 00:16:06.570 --> 00:16:08.190 There's also this little toggle, 246 00:16:08.649 --> 00:16:10.970 skip if most recent wait step was exceed 247 00:16:11.610 --> 00:16:12.110 exceeded. 248 00:16:13.930 --> 00:16:16.670 I always try to kind of flag that, 249 00:16:17.415 --> 00:16:20.635 that little toggle is best on the action steps. 250 00:16:21.175 --> 00:16:22.955 So you have, you know, your email. 251 00:16:23.735 --> 00:16:26.555 We're gonna do a new email. It's really interesting email. 252 00:16:27.815 --> 00:16:29.675 And we're gonna create that step. 253 00:16:30.580 --> 00:16:34.680 So now it's gonna have that little arrow here. So that's just telling you, like, skip 254 00:16:35.060 --> 00:16:40.200 this email if the wait step is exceeded. So if you have, like, time specific, 255 00:16:40.820 --> 00:16:41.800 steps like 256 00:16:42.420 --> 00:16:44.040 event start or 257 00:16:44.545 --> 00:16:48.085 product start or subscription renewal or something like that, 258 00:16:48.465 --> 00:16:52.325 and you're adding them into the automation and they get to this step. 259 00:16:52.865 --> 00:16:56.725 Let's say they are getting added, you know, really last minute. 260 00:16:56.810 --> 00:17:01.870 They would skip that email and go to the most recent or the most relevant action step. 261 00:17:03.130 --> 00:17:07.790 And then they wouldn't have to worry about getting bombarded with like a bunch of emails, 262 00:17:08.490 --> 00:17:10.750 if you have like an entire reminder series. 263 00:17:11.609 --> 00:17:13.684 If you do it on like your wait steps, 264 00:17:13.984 --> 00:17:19.505 that's just going to ignore the wait steps and then move them on. You can do it on your wait steps. 265 00:17:19.505 --> 00:17:21.605 You can do it on any of the steps really. 266 00:17:22.065 --> 00:17:23.524 It's kind of up to you. 267 00:17:25.310 --> 00:17:30.370 Let's see. We also have, like, the go to. So go to is really great if this is a 268 00:17:30.830 --> 00:17:35.490 automation that you want to continue to repeat and you want them to repeat and repeat repeat. 269 00:17:35.870 --> 00:17:39.795 You can do, like, a go to step and have them go back to step one 270 00:17:40.355 --> 00:17:42.775 once they get towards the end of your automation. 271 00:17:43.475 --> 00:17:45.075 You can also move these. 272 00:17:45.075 --> 00:17:50.215 So if we see these little, dots here on that, left hand side of each of these steps, 273 00:17:50.595 --> 00:17:52.295 you can rearrange your automations 274 00:17:53.395 --> 00:17:55.335 so that they can be in a different order. 275 00:17:55.880 --> 00:18:01.100 So you can also use this go to step so that maybe you have it conditionally of 276 00:18:01.480 --> 00:18:05.180 they're gonna go to step one or go to whatever step, 277 00:18:05.800 --> 00:18:06.700 only if 278 00:18:07.160 --> 00:18:09.900 they meet a certain condition or something like that. 279 00:18:09.960 --> 00:18:13.645 There's, like I said, there's so much you can do inside of automations. 280 00:18:14.665 --> 00:18:18.045 Automations are also really great in terms of, like, granting access. 281 00:18:18.345 --> 00:18:23.405 So I touched a little bit about it, earlier in terms of, you know, the dripping. 282 00:18:24.310 --> 00:18:28.010 So I do have a and I'm gonna come back to this automation in just a minute, 283 00:18:28.310 --> 00:18:34.490 but I do have this, you know, test site that I have created, and inside it I do have a course. 284 00:18:34.790 --> 00:18:38.170 So when we go into things like our courses, 285 00:18:38.995 --> 00:18:41.575 this is where you're gonna mostly see that drip, 286 00:18:42.434 --> 00:18:45.095 wording. You can also see it on landing pages, 287 00:18:45.475 --> 00:18:49.575 but inside of your course settings in that top right hand corner, 288 00:18:51.554 --> 00:18:53.015 we're gonna scroll down, 289 00:18:54.530 --> 00:18:57.190 and that's going to be where that published state is. 290 00:18:57.410 --> 00:19:01.429 So the published state is in terms of how you want it to function. 291 00:19:01.809 --> 00:19:05.169 Draft means it's still in like, you know, a testing version. 292 00:19:05.169 --> 00:19:09.030 It's only for you, any admins on your account to see it. 293 00:19:09.465 --> 00:19:13.965 Published is like public, so public to anybody who is on your site, 294 00:19:14.505 --> 00:19:16.205 or has access to your site. 295 00:19:16.664 --> 00:19:18.924 Dripped means you're controlling access. 296 00:19:19.385 --> 00:19:23.245 That's the biggest thing is that if you want to control access, 297 00:19:23.659 --> 00:19:25.919 you want to make sure that it is set to drift. 298 00:19:26.620 --> 00:19:31.440 You know, there's different levels to how you can, like, have it set to drift. 299 00:19:31.580 --> 00:19:37.600 And let me I'm gonna pull up our help guide with a really great visual of kind of the different view 300 00:19:37.985 --> 00:19:38.885 of the dripped, 301 00:19:40.785 --> 00:19:44.405 because it's the best way I've ever seen it, kind of explained 302 00:19:46.705 --> 00:19:47.445 real quick. 303 00:19:51.330 --> 00:19:52.070 There we 304 00:19:52.809 --> 00:19:53.309 go. 305 00:19:54.049 --> 00:19:56.070 Just gonna share my screen again. 306 00:20:00.370 --> 00:20:00.870 Alright. 307 00:20:01.970 --> 00:20:02.470 So 308 00:20:02.929 --> 00:20:06.470 this is our help guide. And as you can see, it has, like, a house visual. 309 00:20:07.755 --> 00:20:09.935 So Dripd is like having 310 00:20:10.875 --> 00:20:12.175 a locked door. 311 00:20:12.715 --> 00:20:16.975 It's like having a lock on a door and you have to make sure you're giving somebody a key. 312 00:20:17.515 --> 00:20:19.695 The site would be considered a house. 313 00:20:20.155 --> 00:20:24.040 So, you know, it's the big building that everything is kind of stored into. 314 00:20:24.260 --> 00:20:28.180 You can either have, like, a public house, which means that it's just unlocked in. 315 00:20:28.180 --> 00:20:30.180 There's no key to worry about. 316 00:20:30.180 --> 00:20:34.280 You can just walk right in, or maybe that's kind of more like a store. Right? 317 00:20:34.900 --> 00:20:38.755 And then inside of it would be, like, your course where you have the content. 318 00:20:39.375 --> 00:20:44.335 You know, that's gonna be where you want people to kind of be able to go into a certain, 319 00:20:44.975 --> 00:20:45.475 room 320 00:20:46.095 --> 00:20:47.455 if they have access. 321 00:20:47.455 --> 00:20:53.860 So, like, a bedroom might have a locked door, and they can't enter into that bedroom until you give them the key, 322 00:20:54.240 --> 00:20:56.020 so they can see what's inside of it. 323 00:20:56.160 --> 00:21:03.280 And then maybe a living room would be like a public course where people who are in the house, we're gonna go into the living room. 324 00:21:03.280 --> 00:21:05.700 You're not gonna really lock anybody out of the living room. 325 00:21:05.914 --> 00:21:08.975 If you do, that might be a little strange, but that's okay. 326 00:21:09.674 --> 00:21:13.375 And then inside of your courses, you have your modules and you have your lessons. 327 00:21:13.755 --> 00:21:22.870 So each of those are able to be dripped, and you're able to put a lock on it in terms of making sure people have to get access to it. 328 00:21:23.170 --> 00:21:27.110 When we go into our course again, so if we go back into the content, 329 00:21:28.450 --> 00:21:34.150 as you can see, those modules have dripped that you can set it up as as well as those lessons. 330 00:21:34.395 --> 00:21:36.415 So if we go into the module, 331 00:21:37.115 --> 00:21:40.255 the module has the option of being dripped by day 332 00:21:40.715 --> 00:21:43.055 or by manually triggers and automations. 333 00:21:43.755 --> 00:21:45.215 If you do it by day, 334 00:21:45.515 --> 00:21:51.160 it will give them access to the module based off of when they get access to the course. 335 00:21:51.540 --> 00:21:55.960 So if you want them to see it right away, then you would just have it be published. 336 00:21:56.260 --> 00:21:59.320 If you want them to see it say in one day, 337 00:22:00.900 --> 00:22:09.185 then they would have to wait one day after they get access before they would be able to see the module and anything published inside of it. 338 00:22:09.645 --> 00:22:12.305 So even though the course is stripped, 339 00:22:13.165 --> 00:22:17.345 that means everything inside of it is not visual or visible to anybody 340 00:22:17.850 --> 00:22:22.590 until they get access, and then only the things inside of it that are fully published 341 00:22:23.049 --> 00:22:23.950 would be visible. 342 00:22:24.330 --> 00:22:30.830 So even though these lessons are published, that doesn't mean anybody can see them until they get access 343 00:22:31.210 --> 00:22:32.270 to the module. 344 00:22:33.544 --> 00:22:38.044 Lessons themselves, they can only be set to the draft published or dripped. 345 00:22:38.505 --> 00:22:44.845 If you set it up for dripped, then you would have to use either giving them manual access, using a trigger, 346 00:22:45.145 --> 00:22:46.684 or again using that automation. 347 00:22:48.320 --> 00:22:51.620 So I'm also going to set these up as dripped 348 00:22:52.160 --> 00:22:52.900 this way. 349 00:22:54.240 --> 00:22:54.740 Okay. 350 00:22:55.440 --> 00:22:58.020 So now that these are dripped and the 351 00:22:58.320 --> 00:23:02.885 course is set to dripped, This is now going to allow us to go into that automation 352 00:23:03.424 --> 00:23:04.565 and grant access. 353 00:23:05.025 --> 00:23:11.665 So when we want to grant access to something that is dripped, then this is where you're going to be able to go in and do it. 354 00:23:11.665 --> 00:23:14.405 When you are going in so we're gonna do grant access, 355 00:23:16.760 --> 00:23:17.820 if I could type. 356 00:23:18.279 --> 00:23:24.299 When you go in and you wanna give access to, like, a course or anything like that, you'll first want to give access to a site. 357 00:23:24.760 --> 00:23:29.580 Once you select your site, you have that option of not emailing them, 358 00:23:30.055 --> 00:23:31.195 their login information, 359 00:23:31.655 --> 00:23:33.788 which would be that, you know, automatic Simplero, 360 00:23:34.455 --> 00:23:34.955 login. 361 00:23:35.335 --> 00:23:42.395 Maybe you wanna do, like, your own email with their own, you know, keys for login information and just make it more personal. 362 00:23:42.769 --> 00:23:45.190 You can always turn this off so they don't get bombarded. 363 00:23:45.889 --> 00:23:51.269 I would just make sure you make, give them an email of some sort with their login information so they don't, 364 00:23:51.730 --> 00:23:56.389 like, not know how to get into things. So once you give them access to your site, 365 00:23:57.045 --> 00:23:58.585 you can add another step, 366 00:23:59.205 --> 00:24:01.145 and we'll do the access. 367 00:24:01.925 --> 00:24:03.945 And you'll go down to a course, 368 00:24:05.045 --> 00:24:11.580 and this is only going to list any courses that you have on your on your entire account that is dripped. 369 00:24:11.580 --> 00:24:14.640 And then you can kinda see exactly which site it is on. 370 00:24:15.019 --> 00:24:23.200 If you have multiple different sites, then you would be able to see, like, oh, well, I meant to give it to this, course that is on this site and not a different one. 371 00:24:24.940 --> 00:24:26.240 We'll create that step, 372 00:24:27.785 --> 00:24:32.365 and then we'll do access again. And you can do a you know, the course module. 373 00:24:34.825 --> 00:24:35.325 My 374 00:24:35.785 --> 00:24:37.005 stuff wants to work. 375 00:24:38.665 --> 00:24:40.525 My laptop does not like me today. 376 00:24:42.810 --> 00:24:43.310 Oh, 377 00:24:44.650 --> 00:24:45.470 no. It does. 378 00:24:45.850 --> 00:24:46.350 Okay. 379 00:24:46.490 --> 00:24:51.690 So once we've selected the course module, now you can select which course module you want to do. 380 00:24:51.690 --> 00:24:54.830 We'll go into that course, and then we'll select the module. 381 00:24:55.275 --> 00:24:59.135 So you'll just keep on doing this in terms of adding access. 382 00:24:59.595 --> 00:25:03.055 So we'll do access, and then we'll do to a course lesson. 383 00:25:04.235 --> 00:25:05.855 Again, we'll select the course, 384 00:25:06.235 --> 00:25:09.455 and then we'll select the lesson that is selected as dripped. 385 00:25:11.570 --> 00:25:17.590 Next, we'll do, you can give access to, like, a dripped page. So if we were to go into our site 386 00:25:18.370 --> 00:25:19.910 and we go in here 387 00:25:21.170 --> 00:25:22.390 and go to our pages, 388 00:25:22.850 --> 00:25:26.525 you're able to have some pages set up as dripped, meaning 389 00:25:26.985 --> 00:25:30.765 that, you want to make sure that they don't see it unless they get access. 390 00:25:31.065 --> 00:25:32.605 So if we were to 391 00:25:33.385 --> 00:25:34.125 go here 392 00:25:34.585 --> 00:25:36.285 and make this dripped, 393 00:25:36.985 --> 00:25:38.205 so we'll select that, 394 00:25:39.460 --> 00:25:41.640 and we're going to do give access, 395 00:25:42.900 --> 00:25:46.520 and we're going to do give access to a page. 396 00:25:48.100 --> 00:25:51.320 Now we're selecting our site, and then we're gonna select that page. 397 00:25:51.460 --> 00:25:57.775 So now we have that page that we can give access to, and they'll only see that once you give access to that. 398 00:25:58.555 --> 00:25:59.615 One second. 399 00:26:01.435 --> 00:26:04.335 I have a little one trying to come in. 400 00:26:13.769 --> 00:26:15.630 Beauty of work from home, also 401 00:26:16.330 --> 00:26:18.029 a fault of working from home. 402 00:26:18.809 --> 00:26:21.710 Alright. So I'm gonna go back and share my screen again. 403 00:26:23.425 --> 00:26:26.805 Okay. So now that we have given access to those pages and things, 404 00:26:27.425 --> 00:26:30.865 you know, they're gonna be able to see that once they get into your site. 405 00:26:30.865 --> 00:26:32.405 They're gonna be able to see things. 406 00:26:32.625 --> 00:26:37.685 All of these different things that we're adding to the automation, you can always set up as a trigger 407 00:26:38.040 --> 00:26:39.900 as one of those, like, simple automations. 408 00:26:40.520 --> 00:26:47.660 It's just that this is going to be a series of steps that are gonna be able to go in and have happen for your members. 409 00:26:48.360 --> 00:26:56.355 Once you have your automation built out and you have people getting added to it So I'm going to delete this one, for example, 410 00:26:57.615 --> 00:27:00.274 and I'm just gonna use the three dots up here. 411 00:27:00.575 --> 00:27:03.715 This is where you can, like, manually add somebody into your automation. 412 00:27:04.095 --> 00:27:05.875 So we could click start contact, 413 00:27:07.450 --> 00:27:11.789 and we're gonna look for one of my contact records that apparently is not in here. 414 00:27:13.690 --> 00:27:14.750 We'll just do that. 415 00:27:17.049 --> 00:27:20.190 So now the automation has been started. So now that we refresh, 416 00:27:20.895 --> 00:27:24.115 you can see that I have a contact here in that wait step. 417 00:27:24.495 --> 00:27:32.275 So anytime you have a wait step, you're gonna be able to see on that left hand side that there's someone in it if there is somebody in it. 418 00:27:32.495 --> 00:27:34.115 All of your action steps 419 00:27:34.530 --> 00:27:39.430 will not show, like, that same, you know, contact waiting or contact in that step. 420 00:27:39.730 --> 00:27:41.910 But once you have an email or something, 421 00:27:42.370 --> 00:27:47.910 that has been sent, that will update all of this information here with those email stats. 422 00:27:48.575 --> 00:27:51.155 You also have this little flows tab here. 423 00:27:53.055 --> 00:27:57.635 This is where you're gonna have, a really great view of, like, who is in your automation, 424 00:27:58.175 --> 00:28:00.355 who has finished it, who's paused, 425 00:28:00.975 --> 00:28:02.035 all of the jazz. 426 00:28:02.230 --> 00:28:08.730 So if we go here, we can go into that contact, and we're gonna be able to see all of the activities that have happened 427 00:28:09.110 --> 00:28:13.769 for this contact. So you can see that I was started at 09:28, 428 00:28:14.085 --> 00:28:16.504 and now I'm waiting until July 18, 429 00:28:17.445 --> 00:28:18.585 at 7AM. 430 00:28:18.725 --> 00:28:22.184 And it's gonna tell you here what the next step is as well. 431 00:28:22.725 --> 00:28:30.460 If you're here and say, you know, you wanna, like, double check things on the contact record or something like that, you can click the name here, 432 00:28:31.720 --> 00:28:33.100 and that takes you right 433 00:28:33.800 --> 00:28:37.580 takes you right into the contact record of that contact. 434 00:28:37.880 --> 00:28:42.140 So it's a great way to be able to just really have a high view of, like, what's going on, 435 00:28:42.785 --> 00:28:44.965 how your flow your contacts are doing. 436 00:28:45.105 --> 00:28:51.924 And then, you know, if somebody had stopped, you would be able to see that here, and the same with the completed and the paused. 437 00:28:54.809 --> 00:28:58.269 Another fun thing is is that when you're going in here, 438 00:28:58.889 --> 00:29:01.389 you can also go into, say, your product. 439 00:29:02.250 --> 00:29:04.909 And I'm gonna go into this product, for example. 440 00:29:05.289 --> 00:29:09.675 And earlier, I had touched on those auto responses as I did on the list. 441 00:29:10.155 --> 00:29:12.495 But say we go into, like, our content, 442 00:29:13.115 --> 00:29:16.815 we can either, go down here and add our automation directly. 443 00:29:17.435 --> 00:29:20.815 So that means that once something happens on this product, 444 00:29:21.355 --> 00:29:25.215 you know, once the purchase goes through or the participant pay, is changed, 445 00:29:25.559 --> 00:29:27.179 then they would start that automation. 446 00:29:27.720 --> 00:29:34.279 Again, when you have that automation restricted to a certain type, then the system's automatically going to go off of that. 447 00:29:34.279 --> 00:29:38.139 So if it's based off of participant state, it's gonna go off of the participant. 448 00:29:38.325 --> 00:29:39.865 If it's based off of a purchase, 449 00:29:40.325 --> 00:29:41.705 it'll go off of the purchase. 450 00:29:42.725 --> 00:29:46.105 You can also go in and say we gave access to this site, 451 00:29:46.644 --> 00:29:48.264 and I'm gonna click save changes. 452 00:29:50.005 --> 00:29:55.559 And I'm gonna go out and build my auto response here. So we're gonna have a really great new email, 453 00:29:56.659 --> 00:29:57.799 two point o. 454 00:30:00.580 --> 00:30:02.200 Once this email is created, 455 00:30:02.500 --> 00:30:05.539 you'll have the option down here of things that you can release. 456 00:30:05.539 --> 00:30:08.520 So all of those things that are dripped that we talked about earlier 457 00:30:08.895 --> 00:30:11.235 that we did give access in the automation, 458 00:30:11.775 --> 00:30:14.675 you also have the option to drip it out in the, 459 00:30:15.295 --> 00:30:17.395 auto responses as well. So 460 00:30:17.695 --> 00:30:30.010 once they, you know, purchase this product and they get this email sent to them, you could also be giving them access to the, you know, the page and then to the course, the lesson, and, the module as well. 461 00:30:30.010 --> 00:30:33.230 So you're not necessarily restricted if your plan, 462 00:30:34.010 --> 00:30:36.030 does not allow for those advanced automations. 463 00:30:36.250 --> 00:30:40.725 If you're on, like, the starter plan, This is another way to kinda get a similar, 464 00:30:41.265 --> 00:30:41.765 effect 465 00:30:42.065 --> 00:30:43.285 in a different approach. 466 00:30:43.505 --> 00:30:54.085 But this would be more so on like those products and on those lists, and they go based off of when they go, and purchase the product or sign up to that list. 467 00:30:54.920 --> 00:30:57.980 I'm gonna check my notes real quick to make sure I haven't forgotten 468 00:30:58.360 --> 00:30:58.860 anything. 469 00:31:01.880 --> 00:31:04.460 The next one that I really want to flag on 470 00:31:05.080 --> 00:31:07.580 is risk removing access. So 471 00:31:07.960 --> 00:31:09.735 as we go back into our 472 00:31:10.855 --> 00:31:12.155 automation, for example, 473 00:31:13.335 --> 00:31:15.035 and we go into new automation, 474 00:31:15.735 --> 00:31:17.755 as we've given access to everything, 475 00:31:18.135 --> 00:31:20.554 you'll also want to revoke access. 476 00:31:20.934 --> 00:31:24.554 So even though somebody gets into your automation and they're given access, 477 00:31:25.010 --> 00:31:28.390 it does not mean that they're automatically going to revoke access. 478 00:31:28.850 --> 00:31:30.070 So say we waited 479 00:31:31.170 --> 00:31:33.350 and we're gonna do one month 480 00:31:35.330 --> 00:31:36.690 and we're gonna add a step. 481 00:31:36.690 --> 00:31:40.745 This is where we're going to want to go back in and we're gonna revoke access. 482 00:31:40.805 --> 00:31:42.745 So doing everything in reverse. 483 00:31:43.125 --> 00:31:44.265 So once they, 484 00:31:44.725 --> 00:31:54.265 you know, they have already completed your course or what have you and you don't want them to have access to anything, then you'll just want to go in and we'll revoke access to the site. 485 00:31:55.020 --> 00:31:55.520 Select 486 00:31:56.060 --> 00:31:57.900 the site, and we'll do the same thing. 487 00:31:57.900 --> 00:32:02.640 So everything that says access, you'll go back in and repeat, but with revoke. 488 00:32:03.500 --> 00:32:07.760 If you are dripping out access through the auto response, 489 00:32:08.140 --> 00:32:10.000 this would need to be done through, 490 00:32:10.460 --> 00:32:13.895 like, a trigger or manually in terms of revoking the access. 491 00:32:14.515 --> 00:32:15.015 However, 492 00:32:15.635 --> 00:32:19.335 if your product is like a subscription or something like that, 493 00:32:19.795 --> 00:32:21.975 and you're granting access to the site 494 00:32:22.515 --> 00:32:23.815 in the product, 495 00:32:24.370 --> 00:32:33.730 then they're automatically gonna lose access to everything inside of that site once they can't see the site as long as that site is, you know, a locked site. 496 00:32:33.730 --> 00:32:35.510 So as long as it's not public, 497 00:32:35.890 --> 00:32:39.510 then as soon as they lose access through the product, 498 00:32:40.325 --> 00:32:43.685 to that site, then they would lose access to everything inside of it. 499 00:32:43.685 --> 00:32:48.005 Because Calvin, once you're locked out of a house, you can't really access anything inside of it. 500 00:32:48.005 --> 00:32:48.505 Right? 501 00:32:48.565 --> 00:32:56.310 So that's just kind of one of those things of, like, as long as you are losing access to the site, you're you're good to go, 502 00:32:56.770 --> 00:32:59.030 a good portion of it. It's just as 503 00:32:59.490 --> 00:33:07.725 if they get access to the site in other ways, they would still see all of the things, that they were granted access to unless you revoke the access. 504 00:33:11.645 --> 00:33:14.705 We already kinda covered how to manually add access. 505 00:33:15.804 --> 00:33:20.145 Another thing that we could kind of touch on is everything that we've covered, 506 00:33:20.590 --> 00:33:22.450 you can also do manually yourself. 507 00:33:22.830 --> 00:33:25.490 So you can add those triggers, you can do those automations, 508 00:33:25.950 --> 00:33:30.690 but you can also go into, like, here. So if you're on, like, a the contacts or 509 00:33:31.230 --> 00:33:36.465 anywhere that has this table, whether that's in your contacts, your purchases, your list, 510 00:33:37.404 --> 00:33:38.865 your products, anywhere, 511 00:33:39.565 --> 00:33:43.825 as long as you're on one of those tables, you can use the checkbox to the left, 512 00:33:44.820 --> 00:33:45.799 select action, 513 00:33:46.500 --> 00:33:49.159 and then you'll be able to do all of those same actions. 514 00:33:49.539 --> 00:33:57.799 So we can go in and we can start an automation if we would like, and we could go in and restart me in this automation or go into another one. 515 00:33:58.294 --> 00:33:58.955 And then, 516 00:33:59.895 --> 00:34:02.475 you can also go into the contact records. 517 00:34:03.095 --> 00:34:05.034 So if we're in this contact record, 518 00:34:05.735 --> 00:34:09.275 we can also go down. We can start our automation here. 519 00:34:09.815 --> 00:34:14.569 We can give access to the site. You know, we have lots we can do on the contact record. 520 00:34:15.989 --> 00:34:20.569 In the automation, I know I kinda flagged on this give access to site. 521 00:34:20.869 --> 00:34:24.389 We chose not to send the email with the, 522 00:34:24.710 --> 00:34:25.690 login information. 523 00:34:26.784 --> 00:34:29.284 Whenever you're on, like, a contact record here. 524 00:34:29.344 --> 00:34:32.725 So if we go in and we wanted to give manual access to this site, 525 00:34:33.344 --> 00:34:37.525 I wouldn't have as much control in terms of preventing that login. 526 00:34:37.824 --> 00:34:38.565 So the login 527 00:34:53.635 --> 00:34:56.535 We'll do a group. Alright. No. We wanna do site. Sorry. 528 00:34:57.315 --> 00:35:00.855 Site is what triggers the login information. So we'll give access 529 00:35:01.235 --> 00:35:02.375 to a site, 530 00:35:03.235 --> 00:35:06.435 and we'll do that. And that's where that toggle is gonna show up again. 531 00:35:06.435 --> 00:35:09.850 So on the table view, you can control that, 532 00:35:10.390 --> 00:35:15.270 on the products, on the list, on the automations. You're able to prevent them from getting that, 533 00:35:15.670 --> 00:35:17.610 email with the login information. 534 00:35:18.230 --> 00:35:20.570 But if you're inside that contact record, 535 00:35:20.875 --> 00:35:23.135 you're not able to necessarily prevent it. 536 00:35:23.755 --> 00:35:29.535 You can also go in and mainly revoke things. So as long as it's not tied to, 537 00:35:30.795 --> 00:35:33.295 let's say, like, a product or a list subscription, 538 00:35:33.830 --> 00:35:37.370 you can always revoke the access on the contact record directly, 539 00:35:37.830 --> 00:35:41.210 and you can stop their flows on that automation as well. 540 00:35:43.350 --> 00:35:45.770 Let's see. I believe I covered 541 00:35:49.025 --> 00:35:50.965 everything that I was intending 542 00:35:51.265 --> 00:35:51.765 to. 543 00:35:55.025 --> 00:35:55.925 Let's see. 544 00:35:56.705 --> 00:36:00.725 Do we have questions? I guess I can leave the floor open for you guys. 545 00:36:00.785 --> 00:36:03.690 So giving access to a course is not enough for them to get started. 546 00:36:03.690 --> 00:36:07.070 You have to give access to module and lessons too. Not necessarily. 547 00:36:08.250 --> 00:36:10.829 It really depends how you want it to flow. 548 00:36:11.210 --> 00:36:11.710 So 549 00:36:12.250 --> 00:36:18.109 if you have if your module and if your lesson are all set for published inside of your course, 550 00:36:18.665 --> 00:36:22.525 If you give them access to the site and you give them access to the course, 551 00:36:22.825 --> 00:36:23.885 they're good to go. 552 00:36:24.505 --> 00:36:31.405 You have to give access to a site and you have to give access to the course if this the course is dripped. 553 00:36:33.210 --> 00:36:40.510 Every single time that you're gonna grant access inside of a site, you wanna make sure that you are granting access to the site as well as 554 00:36:40.890 --> 00:36:43.230 anything else that you want to give access to. 555 00:36:45.365 --> 00:36:51.305 One thing I forgot to touch on was groups because you can also give access to groups. 556 00:36:53.204 --> 00:36:56.825 So, like, in your automation, you could go in, we can add a step, 557 00:36:57.700 --> 00:37:00.120 and say we wanna give access to a group. 558 00:37:00.500 --> 00:37:03.640 This would be like a private group or a secret group. 559 00:37:04.180 --> 00:37:09.880 You can also do this in the product as well. So if I also go here into the product 560 00:37:12.285 --> 00:37:13.505 and we go to content, 561 00:37:13.965 --> 00:37:15.905 once you give access to that site, 562 00:37:16.285 --> 00:37:17.665 all the things that are dripped 563 00:37:18.045 --> 00:37:21.905 or, like, locked or on the site in general are gonna show up here. 564 00:37:22.125 --> 00:37:26.145 So you can give access to, like, the groups and the courses on those products. 565 00:37:26.205 --> 00:37:28.240 But, But, again, like, you can do that here 566 00:37:28.700 --> 00:37:30.480 and give access to group, 567 00:37:31.660 --> 00:37:34.240 and it's gonna show us the secret group. 568 00:37:34.700 --> 00:37:37.760 So this way, whenever somebody enters in your automation 569 00:37:38.060 --> 00:37:39.760 or maybe they purchase your product, 570 00:37:40.060 --> 00:37:42.080 then they'll be able to get added into 571 00:37:42.435 --> 00:37:43.095 a group. 572 00:37:43.555 --> 00:37:44.695 A group is 573 00:37:45.075 --> 00:37:51.975 it's more of like a closed forum inside of a site where you can kind of control how they have access to it, 574 00:37:52.595 --> 00:37:56.375 and you don't necessarily have it visible for everybody on the site. 575 00:38:01.450 --> 00:38:04.589 Okay. Does anyone else have any other questions? 576 00:38:04.970 --> 00:38:08.990 The floor is your guys', so, my brain is here for you to pick. 577 00:38:13.965 --> 00:38:15.425 I know I covered a lot. 578 00:38:17.405 --> 00:38:18.305 Can I have Hey? 579 00:38:18.685 --> 00:38:19.345 Hey, Derek. 580 00:38:19.645 --> 00:38:21.905 So, like, if I wanna have a course 581 00:38:22.800 --> 00:38:24.100 that somebody purchases 582 00:38:24.560 --> 00:38:26.500 and they have access to, 583 00:38:27.040 --> 00:38:28.980 that would live in the site, 584 00:38:29.360 --> 00:38:33.220 and I would they would have act it would be dripped, has to be dripped, 585 00:38:33.920 --> 00:38:36.020 and then I have to give them access. 586 00:38:36.895 --> 00:38:40.275 And then I want them to have access to a membership 587 00:38:40.575 --> 00:38:42.035 area, like a community, 588 00:38:42.975 --> 00:38:44.835 then that would be a group. 589 00:38:46.495 --> 00:38:48.595 If you don't want it to be like, 590 00:38:49.359 --> 00:38:54.420 if the site is going to have lots of different courses or lots of different topics 591 00:38:54.960 --> 00:39:00.500 and you don't want that, like, community area to be visible to everybody on that site, 592 00:39:00.960 --> 00:39:03.300 yes, you would want to do a group. 593 00:39:03.825 --> 00:39:08.484 There is, like, the site wide forum, but that cannot be restricted currently. 594 00:39:09.345 --> 00:39:14.885 So the the site wide forum would be for everybody who is on your site. If you want it restricted, 595 00:39:15.185 --> 00:39:17.310 I would encourage, like, a secret group, 596 00:39:18.350 --> 00:39:20.210 that you give them access to. 597 00:39:20.590 --> 00:39:25.330 And then they can that could be for a certain amount of time and then be made paid 598 00:39:25.710 --> 00:39:28.850 after, like let's say, like, you wanted a paid group after 599 00:39:29.230 --> 00:39:31.330 six months of access to the course, 600 00:39:31.715 --> 00:39:35.655 But they keep the course, but if they wanna stay in the group, they have to keep paying. 601 00:39:36.675 --> 00:39:39.235 Yeah. You should do that. Like that? Okay. Yeah. 602 00:39:39.235 --> 00:39:42.855 You would have to, probably do a little bit of, like, fancy work. 603 00:39:42.995 --> 00:39:45.975 Again, this is where those automations are gonna be really, really helpful. 604 00:39:47.520 --> 00:39:50.260 Because what you could do is say that 605 00:39:50.640 --> 00:39:56.820 this was maybe your automation is being triggered by, like, a list subscription or something like that. 606 00:39:57.120 --> 00:39:59.460 You could have them go through your flow. 607 00:40:00.000 --> 00:40:04.595 You could do, like, you know, wait Maybe we change this to wait six months, 608 00:40:07.055 --> 00:40:10.515 click save changes, and then you would revoke access to everything. 609 00:40:11.055 --> 00:40:14.755 And you could use conditions of like revoke access 610 00:40:15.280 --> 00:40:16.740 if they haven't purchased 611 00:40:17.680 --> 00:40:19.300 whatever or if they have. 612 00:40:19.760 --> 00:40:22.900 Yeah. It only if they have not purchased x product. 613 00:40:24.080 --> 00:40:26.660 And then you could also have like a secondary automation 614 00:40:27.360 --> 00:40:28.820 in terms of like, 615 00:40:29.280 --> 00:40:30.420 maybe we go in 616 00:40:32.185 --> 00:40:34.445 and we're going to do paid access. 617 00:40:36.984 --> 00:40:40.045 This could be triggered based off of like a purchase. 618 00:40:40.585 --> 00:40:48.480 So the purchase on the product would be able to trigger it and you would be able to go in and do all of those same things of, like, revoking access. 619 00:40:49.100 --> 00:40:54.540 Mhmm. What could be really helpful and, like, really beneficial though is that you would have, 620 00:40:54.860 --> 00:40:55.680 like, a secondary 621 00:40:56.105 --> 00:40:57.484 or, like, a complimentary, 622 00:40:58.105 --> 00:40:58.605 automation 623 00:40:59.224 --> 00:41:00.204 for giving access 624 00:41:00.664 --> 00:41:03.964 that you could trigger when their product is canceled 625 00:41:04.505 --> 00:41:05.325 or deactivated, 626 00:41:06.025 --> 00:41:10.924 and that could be specific to revoking access. So you could create this and do 627 00:41:11.510 --> 00:41:12.010 revoke 628 00:41:12.390 --> 00:41:12.890 access. 629 00:41:15.670 --> 00:41:18.490 And this could be, you know, you could wait 630 00:41:19.430 --> 00:41:20.250 one hour 631 00:41:20.630 --> 00:41:21.530 if you want. 632 00:41:23.109 --> 00:41:24.089 Add a tag. 633 00:41:26.455 --> 00:41:26.955 Canceled. 634 00:41:28.055 --> 00:41:29.515 I can't spell apparently. 635 00:41:32.535 --> 00:41:36.155 Create that, and then you would go in and you can do revoke access 636 00:41:36.535 --> 00:41:42.450 so that you're revoking all of that access if there was anything you gave access through, like, an automation. 637 00:41:42.589 --> 00:41:43.089 So 638 00:41:43.470 --> 00:41:47.329 if you don't want them to kind of go through your initial, 639 00:41:47.710 --> 00:41:48.849 automation here 640 00:41:49.710 --> 00:41:50.210 where 641 00:41:50.595 --> 00:41:52.055 you have, like, your paid access 642 00:41:52.355 --> 00:41:55.974 and you don't want them to end up losing access inside of that automation, 643 00:41:57.234 --> 00:41:59.175 or maybe you have them wait, like, 644 00:42:00.035 --> 00:42:05.335 a ridiculous amount of time or something or pause them or or some you could really do anything. 645 00:42:07.210 --> 00:42:09.870 Then you would could have the revoke at the end of it. 646 00:42:11.770 --> 00:42:16.350 There's like I said, there's lots of different ways you could approach it, but personally, I would recommend 647 00:42:17.530 --> 00:42:22.635 having one flow that you could have that would be specific to, like, your free time, 648 00:42:23.494 --> 00:42:26.315 and would revoke access if they don't purchase your product. 649 00:42:26.375 --> 00:42:34.155 And then making sure that you have a way that maybe people don't utilize that free time and you still want them to get access to certain things. 650 00:42:34.455 --> 00:42:37.940 You could do like a paid flow and then a revoke flow. 651 00:42:41.200 --> 00:42:48.340 And what is so you could have the group, you could have, like, let's say they don't wanna have you wanna have a paid community, 652 00:42:49.275 --> 00:42:52.734 but they so you could start somebody in the paid membership 653 00:42:53.035 --> 00:42:53.694 right away 654 00:42:54.155 --> 00:42:55.135 with the subscription 655 00:42:56.555 --> 00:42:57.454 and and 656 00:42:57.755 --> 00:43:00.494 give access to the people who buy the course 657 00:43:02.090 --> 00:43:03.950 for that six months or whatever, 658 00:43:04.730 --> 00:43:08.750 and then, you know, force them to become paid if they wanna stay in the group. 659 00:43:09.210 --> 00:43:09.950 Is that right? 660 00:43:10.490 --> 00:43:11.230 You could. 661 00:43:12.970 --> 00:43:14.110 I would yeah. 662 00:43:14.650 --> 00:43:15.870 I think that's where 663 00:43:17.115 --> 00:43:19.375 you could give access to, like, the 664 00:43:20.475 --> 00:43:23.035 course and things like that in, like, the product itself. 665 00:43:23.035 --> 00:43:26.255 It just depends on, like, how your pricing and things are set up. 666 00:43:26.555 --> 00:43:29.855 If you have, like, a purchase price that they get access forever, 667 00:43:31.830 --> 00:43:36.010 then, you know, they would get access to any content that is on 668 00:43:36.390 --> 00:43:37.130 the product. 669 00:43:37.990 --> 00:43:39.610 So like the site and the course. 670 00:43:39.990 --> 00:43:42.810 If you want them to only get access to the group, 671 00:43:43.270 --> 00:43:43.930 you know, 672 00:43:44.435 --> 00:43:45.575 x amount of time. 673 00:43:45.955 --> 00:43:47.895 If you want it time limited at all, 674 00:43:48.195 --> 00:43:49.095 use the automations. 675 00:43:49.795 --> 00:43:50.295 K. 676 00:43:50.755 --> 00:43:52.295 Thank you. Yeah. 677 00:43:52.994 --> 00:43:54.915 There's lots of different ways you can utilize it. 678 00:43:54.915 --> 00:43:58.710 Like I said, like, the the automations are just they're very vast. 679 00:43:58.710 --> 00:44:03.610 There's they're very powerful once you get comfortable with them and you're a little more familiar. 680 00:44:05.110 --> 00:44:10.970 And, like, just playing with them, is really helpful as well to really understand, like, how you want it to work. 681 00:44:11.415 --> 00:44:13.975 You can always reach out to our support team as well. 682 00:44:13.975 --> 00:44:20.475 Like, if you build out your automation and you just wanna verify, like, is this going to work how I want it to? 683 00:44:20.695 --> 00:44:26.890 We're happy to have a look at it and and let you know if we see any red flags of, like, if it's not gonna work how you want, 684 00:44:27.990 --> 00:44:38.490 and always throwing yourself in not genuinely throwing yourself in it, but, like, putting yourself manually into that automation to kind of see what the flow is like for your members can be helpful as well. 685 00:44:39.384 --> 00:44:40.845 Stephie, I saw you had a comment. 686 00:44:42.105 --> 00:44:43.644 I'm sorry. It is a lot. 687 00:44:44.825 --> 00:44:49.964 I try to slow myself down. I tend to talk fast, but I try really hard to slow down. 688 00:44:51.360 --> 00:44:55.460 If I have a product and want to send an email to one person who has to do 689 00:44:56.080 --> 00:45:01.140 something connected to the product, and the email should be sent each time to the same person. 690 00:45:04.240 --> 00:45:06.980 I'm not sure I understand the question. So you want 691 00:45:09.815 --> 00:45:10.315 hi. 692 00:45:10.615 --> 00:45:11.115 Hi. 693 00:45:13.255 --> 00:45:17.415 Yeah. I want to I have I have some products who are connected to different, 694 00:45:17.815 --> 00:45:18.315 persons, 695 00:45:18.775 --> 00:45:22.155 and I want to inform the person each time the product is sold. 696 00:45:25.300 --> 00:45:27.240 Do I have to have them in my contacts? 697 00:45:27.619 --> 00:45:30.680 And do I have to give them some card kind of 698 00:45:31.220 --> 00:45:33.400 how do I do this? Can I do this? 699 00:45:34.100 --> 00:45:35.560 Yeah. You could do a notification 700 00:45:35.860 --> 00:45:36.260 email, 701 00:45:38.405 --> 00:45:42.905 which would go like, a notification email is gonna send to one specific person 702 00:45:43.445 --> 00:45:45.145 each time that something happens. 703 00:45:45.205 --> 00:45:50.505 So you can do that in an automation if you'd like, or you can do the content tab. 704 00:45:51.925 --> 00:45:53.145 Go add trigger, 705 00:45:53.980 --> 00:45:56.720 and we can do like maybe we're going to do, 706 00:45:59.740 --> 00:46:00.800 purchase activated 707 00:46:01.900 --> 00:46:03.440 and we're going to 708 00:46:05.180 --> 00:46:07.200 send notification email. 709 00:46:08.435 --> 00:46:12.115 This is where you're gonna end up selecting what email address you want that to send to. 710 00:46:12.115 --> 00:46:15.175 So you can select any email address, really. 711 00:46:16.035 --> 00:46:20.135 I don't know that they necessarily have to be in your contacts. I think it can be helpful, 712 00:46:20.540 --> 00:46:25.580 but you can send it to anywhere. So if you wanted to do bob@bobthebuilder.com, 713 00:46:25.580 --> 00:46:26.780 and you could, 714 00:46:27.500 --> 00:46:29.599 this is going to be like an internal thing. 715 00:46:29.980 --> 00:46:34.000 And you can personalize it with, like, the full name of 716 00:46:34.405 --> 00:46:35.945 the contact that purchased. 717 00:46:36.645 --> 00:46:37.705 All of this personalization 718 00:46:38.405 --> 00:46:41.625 would be based off of whoever initiated the purchase, 719 00:46:42.165 --> 00:46:43.305 but sent to 720 00:46:43.765 --> 00:46:45.705 whoever you select for that notification. 721 00:46:47.079 --> 00:46:50.059 Okay. So I I can include different kinds 722 00:46:50.599 --> 00:46:51.339 of information 723 00:46:51.800 --> 00:46:55.579 about the purchase or the price, for example, or 724 00:46:55.960 --> 00:46:58.040 the date or as a and, 725 00:46:58.760 --> 00:47:01.215 yeah, phone number or what anything, 726 00:47:02.075 --> 00:47:04.734 from the participants or for the from the 727 00:47:05.115 --> 00:47:05.615 purse 728 00:47:05.915 --> 00:47:06.415 purchase. 729 00:47:06.715 --> 00:47:13.355 What's it called? So I can I can personalize it with all the details there of the yeah? Cool. 730 00:47:13.355 --> 00:47:14.255 That was easy. 731 00:47:14.570 --> 00:47:18.430 You have this key here. And then, like, if you have if we go here to the settings 732 00:47:19.369 --> 00:47:22.590 and go to contacts and then down to custom fields, 733 00:47:23.690 --> 00:47:27.310 if you have any of these, for example, and say we had, 734 00:47:27.850 --> 00:47:29.230 a phone number one. 735 00:47:31.315 --> 00:47:33.415 I don't see it right off. There we go. 736 00:47:34.435 --> 00:47:37.495 If you have this here, you can click add key, 737 00:47:38.115 --> 00:47:41.095 and this is where you're gonna be able to do, like, phone, 738 00:47:41.475 --> 00:47:43.735 and you would be able to just do these brackets 739 00:47:44.355 --> 00:47:45.495 field dot 740 00:47:46.260 --> 00:47:52.280 phone, and then the brackets again, and that will pull in that information, which you can put in everywhere. 741 00:47:53.700 --> 00:47:55.160 Okay. Cool. Thanks. 742 00:47:55.620 --> 00:47:56.120 Yeah. 743 00:48:00.615 --> 00:48:01.835 Any other questions? 744 00:48:07.655 --> 00:48:09.515 Hey. I have a I have a question, 745 00:48:10.375 --> 00:48:10.695 that 746 00:48:12.110 --> 00:48:14.770 and thank you. I'm on the road, and so my 747 00:48:15.070 --> 00:48:19.010 my connection is really spotty, but, and I've missed a bunch of this, unfortunately. 748 00:48:19.230 --> 00:48:23.410 But, I guess two questions come to think of it. Is there gonna be a recording of this? 749 00:48:24.684 --> 00:48:25.744 Is there? Awesome. 750 00:48:26.444 --> 00:48:26.944 Yeah. 751 00:48:27.484 --> 00:48:28.365 And the other 752 00:48:29.244 --> 00:48:29.744 I'm 753 00:48:30.125 --> 00:48:31.885 wanting to set up a, 754 00:48:32.285 --> 00:48:33.585 access to a course, 755 00:48:34.045 --> 00:48:34.545 and, 756 00:48:35.645 --> 00:48:37.905 I'm wondering if I set up an automation 757 00:48:41.060 --> 00:48:46.760 and trigger it for people who are in a particular segment, or I could, you know, set it for, 758 00:48:47.220 --> 00:48:51.080 people who have a particular tag. But will that automation 759 00:48:51.380 --> 00:48:56.155 like, when I turn it on, does it go out and automatically kind of pull 760 00:48:56.455 --> 00:49:00.475 the people who are already tagged, or does it need to see people being 761 00:49:00.935 --> 00:49:01.435 tagged? 762 00:49:02.455 --> 00:49:03.355 So you 763 00:49:03.735 --> 00:49:09.920 it's kind of a good rule of thumb within everything inside of Simplero is that every trigger that you set up, 764 00:49:10.300 --> 00:49:12.720 it is only going to apply from the moment 765 00:49:13.020 --> 00:49:15.360 you turn it on and set it up, 766 00:49:16.940 --> 00:49:17.420 on. 767 00:49:17.420 --> 00:49:23.280 So any like, for example, if you set up the automation to trigger based off of a tag being added, 768 00:49:23.715 --> 00:49:26.535 but the tag is already added on other folks, 769 00:49:26.995 --> 00:49:28.835 it would not automatically pull them. 770 00:49:28.835 --> 00:49:32.615 That's where you would need to manually add them into the automation. 771 00:49:33.875 --> 00:49:38.615 Okay. So is there a way for me to manually add a segment to an automation? 772 00:49:39.890 --> 00:49:41.670 Absolutely. Yeah. I will 773 00:49:42.210 --> 00:49:43.110 show you. 774 00:49:44.770 --> 00:49:46.150 Go back to our dashboard. 775 00:49:46.530 --> 00:49:47.030 So 776 00:49:47.650 --> 00:49:52.870 this could be really anywhere whether you're going to go to your contacts, maybe you're going into tags directly, 777 00:49:53.490 --> 00:49:56.325 maybe you're going into a list, but we'll use segments. 778 00:49:57.105 --> 00:49:58.645 And I'm just gonna create one. 779 00:50:01.505 --> 00:50:02.405 And segment. 780 00:50:04.705 --> 00:50:07.905 And this is where you're gonna be able to pull in all of those different folks. 781 00:50:07.905 --> 00:50:09.445 And so we're just gonna do, 782 00:50:09.825 --> 00:50:10.485 a list, 783 00:50:11.880 --> 00:50:15.900 and we'll click save, and we'll add another one. Maybe we'll do tags. 784 00:50:18.359 --> 00:50:19.900 There we go. Great. 785 00:50:20.440 --> 00:50:24.859 So once you have your segment created, then you have a perform action button. 786 00:50:25.914 --> 00:50:28.974 And this is where you're able to do all of those same different actions 787 00:50:29.595 --> 00:50:33.535 of, like, adding a tag or what have you. And if you want to start an automation 788 00:50:33.835 --> 00:50:37.035 Okay. You can just scroll down to audience. Looks like. So 789 00:50:37.515 --> 00:50:38.015 Yeah. 790 00:50:38.970 --> 00:50:42.110 You don't and not all plans do include this segment. 791 00:50:42.650 --> 00:50:47.950 Right. I think starter does not. So if you wanted to go based off of the tag, for example, 792 00:50:48.490 --> 00:50:49.950 if you had someone in there, 793 00:50:50.330 --> 00:50:53.230 you would just be able to go to, like, your contacts table 794 00:50:53.795 --> 00:50:56.855 and use those check boxes that'll show on the left side, 795 00:50:57.155 --> 00:51:00.055 and then use the drop down kind of like I did here 796 00:51:02.195 --> 00:51:04.295 where you can go in and start an automation. 797 00:51:13.850 --> 00:51:16.110 So hopefully that helped answer your question. 798 00:51:17.930 --> 00:51:18.430 Great. 799 00:51:21.135 --> 00:51:23.955 Yes. It is. And my my my connection is 800 00:51:28.335 --> 00:51:29.875 I totally get how that is. 801 00:51:31.535 --> 00:51:32.595 Wi Fi, Internet, 802 00:51:33.210 --> 00:51:36.410 technology, it's all really wonderful when it wants to work. And, 803 00:51:36.970 --> 00:51:41.150 sometimes it likes to have, like, the worst timing of not working, so 804 00:51:41.609 --> 00:51:42.830 I know how that is. 805 00:51:43.930 --> 00:51:45.070 Any other questions? 806 00:51:50.155 --> 00:51:50.655 No? 807 00:51:52.075 --> 00:51:53.355 I know I covered a lot. 808 00:51:54.234 --> 00:51:55.535 If you guys have questions, 809 00:51:55.835 --> 00:52:00.255 don't hesitate to reach out. I will be sending this recording out to you all, 810 00:52:00.714 --> 00:52:02.175 here after it processes, 811 00:52:02.875 --> 00:52:06.710 and then I'll make sure that I update our recording in our workshops, 812 00:52:07.330 --> 00:52:09.190 that are on our help site as well. 813 00:52:09.810 --> 00:52:13.110 But if we don't have any other questions, I guess we can call it a day. 814 00:52:13.410 --> 00:52:16.710 And I hope you guys all have a wonderful rest of your day. 815 00:52:17.790 --> 00:52:18.290 Thank 816 00:52:18.820 --> 00:52:19.730 you. Thank you.