WEBVTT

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Hello there, wonderful, beautiful people. Happy

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Wednesday.

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Welcome. Welcome, everybody.

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My name is Silas. I work for the customer success team.

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I've seen most of you, but if you've never seen me,

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I help out on the team with customer success, run workshops, do all kinds of

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fun and crazy things. And my goal here today is to run you guys through a workshop

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called mapping out your client journey. Right? So

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where these things go

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is there will be a short q and a at the end.

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And what we're mainly focusing on is one core topic today. And this

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core topic is not a feature, but more of a way for you to think about Simplero as a whole.

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So very beginner friendly.

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This was kind of requested in the community.

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We took some of your feedback and and created this workshop

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for folks that are either been with Sunflora for a long time and still are

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trying to figure this whole monster out or are new and really wanna, you know,

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map a path for,

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success in whatever they're trying to do, whether that's coaching

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or communities

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or PDF downloads, whatever that may be. We're gonna try and

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define some things and then

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draw a picture.

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So you no matter what you're doing in Simplero, you will know what to do and what steps to take first.

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So q and a at the end, I'm gonna get started here.

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There's people that are gonna keep jumping in and out, and I'm just gonna keep letting them in and out.

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But we're gonna get going. So

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like I had mentioned before in the beginning,

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this is about getting your business out of your head and into a clear system. Right?

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A lot of people can feel scattered in Simplero, especially with the new software.

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And what we really wanna do is make it that Simplero is not the problem.

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Just your journey through Simplero hasn't been really mapped yet. So

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we're gonna figure out the path first and then match it to the right Simplero

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objects,

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features,

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assets, whatever you'd like to call them. So we're gonna start.

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I have a little bit of a presentation that I wanna share with, and we're gonna talk about stuff first before we dig into the platform itself.

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So just kind of some big picture stuff

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that hopefully will bring some clarity to what we're doing here.

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So let's see here. Here we go. I'm gonna present this thing.

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Start with number one.

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Alright. Come on, Canva.

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Let's grow.

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Okay. So map your full client journey inside of some player. Go from I am all over the place.

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I have a map of my client journey, and I know what happens at each step.

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Cool. We're gonna get jamming.

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So by the end, what I want you to know

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is how people enter your world,

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what happens after they join, list sign ups, queue,

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what they buy first, That could be tripwires,

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could be your core.

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How they move into your core offer, like your main offer, what happens after that,

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and then where Simplero supports each stage. Right? So

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each of these pieces in the client journey

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will map to something in some Simplero. So the goal is to get you to understand all of that fully.

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So today, just for the sake of this, you can grab a pen and pad if you want.

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You're gonna get this recording so you can just watch along.

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Maybe you have something that you're trying to build in mind. But

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just for this, you know, workshop today, think of one journey. Right? Not your entire business.

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So what it could be just kind of one path. What are you trying to do right now?

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So let's see here. I'm getting a message. Just wanna make sure I get everybody answered. Cool.

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Somebody waiting.

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Alright. Let's get everybody rolling.

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Get these last people in. Okay. So some examples. A freebie that leads into your coaching package.

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Webinars.

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Webinars work work really well to get people to buy your product or offer. So webinar to a course.

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Discovery call to a retainer, lead magnet to a membership, workshop to mastermind.

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There's a million ways that you could, you know, structure your business, and everyone is going to be different.

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Luckily, Simplero does it all. Right? We can handle all of these paths. We can do all of them.

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So we're gonna pick one journey that matters the most right now.

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That means the one that brings in your best clients, your next sale, or the one that currently feels the messiest.

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And then here's the path.

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How do people find you, What they get for free?

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Their first purchase, which could also be the core offer.

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Upsell, maybe there is one, maybe there isn't. Doesn't matter. Don't feel like you need one.

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Or next step, what happens after they buy your core offer, and then renewal or reengagement.

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Right?

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That's gonna be universal to basically everybody that's in this world, just selling courses and content and coaching online.

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So the questions that we have for you are where do for people first discover you?

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What's the first thing that they say yes to? What's the first paid step?

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What do they get access to after buying?

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And then, you know, what's the main transformation offer? Right? Core offer.

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What happens after they finish? Where do they go next? And then where are they dropping off?

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All this is super important information.

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So these are your questions.

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Okay.

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Let's see here.

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So once we are kind of in the deep of it, right, like, we've set we've set the the stage now.

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Right? The next thing we wanna do is

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transition to, like, what objects all of these things occur.

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And this is a lot of text here, and we're gonna go through this. But,

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usually, in Simplero, how people find you are via a landing page, a funnel, a form, could be a survey.

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Right?

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That's you have to understand first how people are getting into your world, and that could be that landing page is because you have a link in your bio on social media.

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Right?

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Or you sent it to an email list that you had had previously before Simplero player or a Facebook group that you're a member of.

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You just dropped a link. Right?

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That's usually gonna be to a landing page, and then that will bring them

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into the beginning of a funnel or it could be a funnel.

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So the next piece is what do they get for free? And, usually, that comes from being on your list.

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Right? The list can deliver in Simplero

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content.

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The landing page itself could be a free thing. Right? Like, people may not know it exists.

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The landing page itself has a ton of free content on it, encouraging them to buy.

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So the landing page itself might be something they get for free.

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Automations can give stuff for free based on

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behavior. It doesn't have to be via a landing page.

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Just know that automations can do lots of different things. And then, you know, maybe site access.

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You give them access to a free course. Right?

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It's a you have a much bigger offering on that same site even possibly in Simplero, and then they're only getting access to the one free course that's also a possibility.

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So that's the next thing you need to think about is what are they getting for free.

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Most people have some sort of freebie.

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It is a way to get people on your mailing list, get them into your world, and also

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to help them get to know who you are. Right?

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We all do it all the time.

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The first purchase usually is via a product. You could just throw them an order form.

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One second. We got people still coming in here.

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Thank you page is a purchase.

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Right?

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So there's a product, a price, order form, and a thank you page that's usually involved with that purchase.

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The core offer

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is a site

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that has a course on it and or pages on that site

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or just a product content connection like a PDF. Right?

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So your core offer is gonna usually involve these objects.

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And then for reengagement or renewal. Right?

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If you have a dead list or people are renewing, it's usually gonna require some sort of automation, maybe a list segment, definitely some tags probably, and then also it could be manual outreach.

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So what we're trying to do is map what you're trying to do

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in Simplero with the objects that exist, landing pages, funnels, forms, products,

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lists,

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segments, all of the jazz, all of the things that we have. Right?

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Cool. And we're gonna you should think about this in in this kind of framework here.

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One it's one stage at a time. Right? Like, what's the stage name?

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What action do you want the customer to take at this stage?

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What Simplero object does it require? What are you creating?

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Is there triggers, and what should they do? What trigger should fire?

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What email or follow-up happens

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with this particular stage? Right? Maybe there's no emails, but what's happening after this stage?

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What's happening that is manual, and then what does success look like?

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An example of this would be like a lead magnet opt in. Right?

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Lead magnet opt in form, it's that has to list.

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So the action is the customer submits the form.

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The simpler object is a landing play page plus a list, and then the trigger, opted in or added to a list.

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The system response is a welcome automation starts,

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usually handing them that freebie.

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And then if you're really good, it's continuing them onto a nurture sequence.

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And then manual touch points here are not there shouldn't be.

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This should be, like, an automated thing.

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And then the success marker is they got the freebie and their first email.

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So that's that's how we want this to work.

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And we're gonna this is what we're gonna kind of demo today. So

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this first part, I just wanted you guys to kinda have, like, a full idea of what Simplero

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can do, what most people are using it for, and then what those, you know, ideas map to inside of Zemplaro.

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And these frame this framework is a really good way to think about it so you don't get overwhelmed

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with the things that you have to do.

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So let's stop for a second there,

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and we're gonna pull this away. And I'm gonna start to go into

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the demo portion of this workshop. Right? So we mapped it all out.

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We've talked about the things that we're gonna do.

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I'm going to build a path, a very common path that can be translated into many different ways

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and something that you all will probably need and use. Right?

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So what we're gonna do first on this path

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is

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hold on one second

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here.

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We got some

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Oh,

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fabulous.

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Okay.

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So we're in our demo

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account, and I'm gonna start of course, the first thing that I would want to do

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is identify

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and create my list structure because that's the way that people are getting in.

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So first thing first is go to the contacts tab,

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and then we're gonna click on lists and see what we got going on here.

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This is a demo account. There's gonna be some stuff in here for sure.

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This is the cleanest one we have.

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It gets reset every few weeks, but there's still gonna be some stuff in here.

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And what you're gonna notice first is

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there is this home. Right?

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This is the default list people will get subscribed to when they say yes to marketing on your order forms.

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That's that's one definition for this. People use this for their newsletter.

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People use this just as their home list, and they can have other newsletters.

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It's up to you how you do it, but most commonly, your home list is also your newsletter list.

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You're going to create other lists, which I'll show you in a second, but other lists are great for organizing people into specific marketing campaigns.

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Right?

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So if you have this new thing that you're doing or this Facebook ads trial that you're doing or this offering that you're, you know, this webinar that you're gonna give next month on in April.

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Like, it's good to create a list specific for that so you can track the data, track those members, keep them separate from your main contacts newsletter list,

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and be able to act upon their behavior.

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If everyone just gets dumped in your newsletter, there's still things you can do.

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You can segment them

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or use tags and stuff, but that may not be the best way to do it. You might wanna create

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another list. So we're gonna do that. We're gonna create a new list. We're gonna call this stylist's

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campaign.

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And boom. We got another list. We're gonna come back to this. Right?

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I'm not gonna go through all the features either.

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I'm not gonna talk about all of these settings because those are things that you guys should definitely

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look at and decide about for yourselves, what's important and what's not.

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But the first thing I'm doing is just making this list.

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I'm actually gonna turn double opt in off because I don't really like to have it.

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Again, it's totally up to you. But if we decide to test this later, like, it's gonna just kinda

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be an, another extra step that I wanna remove. So

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here's my list. So

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I have this list, and then we talked about having the the same house lists list.

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But now here it is. It's created. So everything we're gonna do, we're gonna go on from there.

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So I'm gonna go down here, hit save changes

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just so they're all here,

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and then I am going to go to this content tab because this is something that's super handy that people always forget to do, but it's super important.

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Now this is where you're going to add them to your main list.

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This is our first discussion about a trigger in this workshop. Don't be afraid of them.

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They do lots of cool stuff, and we try to make them as obvious as possible.

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But what I'm gonna do is I'm gonna add a trigger,

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I'm gonna say subscription activated,

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meaning they subscribed.

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We can subscribe them to another list. So I'll just type it in here.

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Subscribe to list,

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and I'm gonna choose my home list, Jenny Bernal's Megafit newsletter.

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And what's good to do here,

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maybe, this is up to you to decide, you can skip the welcome on Jenny Bernal's Megafit

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and even auto responses because

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you may be adding welcome sequences and auto responses

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to this particular list. So I'm gonna skip those here.

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I don't want people to get inundated with a bunch of different emails and things that may feel disconnected depending on how I have the structure.

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So skip, skip,

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and then create that trigger.

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So now when they sign up for my main for this list, this campaign list, they're gonna also get signed up for my Megafit newsletter.

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Quick tip, though, that doesn't create an extra contact in Simplero. We charge based on contacts,

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so people can be members of lots of different lists.

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So that's it with the list. The next piece we're gonna create

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is

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the product. So I'm gonna go to

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sales

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and then products.

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So let's just actually leave this tab open. I'm gonna open a new tab.

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I got hold on. Let me just check the chat real quick.

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Can I zoom in? Sorry. I missed that. That was probably a little while ago.

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I can try and zoom in on this. Maybe this is a little bit small. Let's go zoom here.

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Hopefully, that's helpful. Cool.

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So Sandy says there's lots of schools of thought for this. Definitely true.

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Some people approve like, we'd like to have one master list and then add tags or contest when they join, perfect different programs.

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I have a different thought about that, to be honest, because

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the list itself is very powerful.

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Like, let's say you had a list where you wanted to offer this very particular freebie too.

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It's not the same freebie that your main newsletter sign up is or a very particular campaign that gives out this

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set of information.

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It'll be much harder to

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work around the automation that a list allows if it's all just getting dumped into, like, one main master list.

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So that's my thoughts on that. Like, there's content that you can give

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via lists. There's automations that can be specific to that list.

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That's why I I would recommend, just with some player at least, creating a separate list if it's if it's a definitely a, like, different campaign.

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Like, if you have things that are that are different. Right? Like, if you have one

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main, you know, main funnel,

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main course, main freebie, that's probably fine.

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But as you start to move and create, you may wanna create separate list. But

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like like you said, Sandy, though, there is ways to do it without creating separate lists for sure.

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Cool. So you want all your opt ins received the free first free program regardless.

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That's that's totally fine. Yeah. As people build, you'd be surprised.

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We have, you know, coaches that have been doing this for fifteen, twenty years, and they come out with new free content all the time.

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They don't wanna dump 15 PDFs on somebody, and they may not even like what what they had done in the past.

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But they still wanna have reference, so they'll create a new list for that.

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So but, again, do whatever is comfortable for sure.

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Like, whatever anybody is used to, stick with that. Like, there's

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no dogmatic way for handling your lists, but we definitely recommend, like, creating new ones based on campaigns.

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Cool. Okay. Beatrice,

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struggling with list and tags, cross referencing to the main list of triggers is awesome. Yeah.

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Yep. And then, yeah, we'll we'll get there too. We'll talk about some tagging stuff too.

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So this is my list for this particular campaign. Now I'm gonna go and create a product.

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So this is the next piece. Right? So

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we have our list. We want to sell something. Right? We need to create the product in Simplero.

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So I'll just Calvin this

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just so everything's all named the same.

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Sales campaign product.

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This is gonna be how you build the product in some Plurals.

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There's lots of different ways to kind of put this together, but

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you can add images now. You can do it later.

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You can fill all of this out if you'd like.

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Facets are definitely gonna be helpful if you use a Simplero product catalog, but, again, that's a different workshop.

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I'm not gonna go too deep into the settings on these products.

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I'm just gonna get a subscription.

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Cool. And then,

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again, this whole catalog thing here, some people use it, some people don't.

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It's a, you know, it's a created some plural page that you are welcome to use on your websites.

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So I'm just gonna leave it unlisted because it doesn't matter.

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I can show it to people even though it says unlisted just so you guys are clear about that.

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This is just in your catalog.

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You can send this link or show this order form in tons of different places.

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And then, yeah, I'm not gonna play with any of these settings,

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But I got my product

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here.

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Oh, sorry, Sandy. So a catalog page

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is something that Simplero provides for people that are using

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the main website,

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and you can add that literally to your navigation, and and it's called the catalog page.

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So if you have, let's say, five different

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products, Simplero

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will create this page for you where everything is, you know, in a pretty little card

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that has a description

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and a price and a and the picture associated with that product, and it's literally a catalog page.

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People use it. Some people don't. I'd say it's about fifty fifty.

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Most people, what they'll do is they'll create a sales page on their main website even if they're using Simplero.

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And that sales page itself is gonna give more of an in-depth description of the product

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instead of just having it be like a catalog.

303
00:21:38.370 --> 00:21:40.450
It would be good for products for sale. Yes.

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Like, if you were someone trying to think of a good example.

305
00:21:43.490 --> 00:21:54.465
Like, your if your offerings are very digital content based, like, if you sell, like, ebooks or guides and stuff like that, like, this would be a great place to use a product catalog

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because then you could list them all in, like, a pretty nice way that you don't have to create a page for.

307
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Physical products. Let's touch on that real quick.

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You can definitely sell physical products with some player.

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Especially at the product level, you can define

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how many products

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you have, how many Calvin get sold.

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The one caveat, and we even say this in our help help guides, is that we do not do inventory or fulfillment well.

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Like, inventory

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let me take that back. Right? Like, you can set how many

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of this thing that you have, but you have to manage the the fulfillment and then make sure that your inventory is is correct.

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Affiliate products, people do do that often. Absolutely.

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So

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the physical products, especially if it's an affiliate, we can touch on that real quick too while we're talking about it.

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If If it's an affiliate product,

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more than likely,

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you're creating

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the sales page or the product catalog card page on your site and then linking out

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to their sites. Right?

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So that in itself, you wouldn't actually need to create a product at Calvin Temporal with what I'm particularly saying.

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If they're still if they're gonna go check out on

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the actual affiliate product owner's page, you're just gonna create links.

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More than one product catalog page. There is yes. You can create,

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subsets of catalogs.

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But I'm gonna

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Megan, like, we'll definitely,

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send you some information about, like, setting up products themselves.

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We have a whole workshop on it, and we can touch on product catalog pages and everything. So,

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yes, you can create separate catalog pages.

334
00:23:39.130 --> 00:23:40.995
So here is the product. Right?

335
00:23:41.795 --> 00:23:43.175
Like, I didn't do anything

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00:23:43.795 --> 00:23:48.195
really with that. Right? Like, it just I didn't even create a price yet.

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00:23:48.195 --> 00:23:53.095
So let's do that just for fun. We'll create a single payment price just so you guys can see it.

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This is what's gonna pop up. It defaults to $99.

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You can change that. I'm gonna Calvin it a thousand bucks just because I'm worth that way more.

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So there's my simple price. I'm gonna call this

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main price,

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00:24:09.495 --> 00:24:15.035
and it's published. Right? So not a secret link. It's not a coupon code. We're just saving that.

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So now we have this product. Right? It's here.

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Now the next piece we would need in our

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flow

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we have our list. We got our product.

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We got a way to get people into our world, get them on our list. We have something we can sell.

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Technically, don't have anything yet because the product is just a container.

349
00:24:34.960 --> 00:24:40.385
Right? So the next thing that we need to do is to create the home. Like, what the delivery

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of this product. Now if it

351
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is just a plain old PDF,

352
00:24:45.805 --> 00:24:48.465
right, I can click on the content tab,

353
00:24:49.165 --> 00:24:54.740
and I can add a file right here. Add PDFs, videos, audios, or other media files.

354
00:24:54.740 --> 00:24:57.700
I can just literally add that. People buy your product.

355
00:24:57.700 --> 00:25:02.660
You drop them the order form link, which is right here just for you guys to see.

356
00:25:02.660 --> 00:25:06.495
We can I can show you? It's boom. You can literally share that in a DM.

357
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Not sure if you knew that or not. If you didn't,

358
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hopefully, this is enlightening.

359
00:25:10.735 --> 00:25:13.955
But all you have to do is add your content, and Simplero

360
00:25:14.415 --> 00:25:18.755
will deliver it to people automatically. That is the simplest form of content delivery.

361
00:25:19.295 --> 00:25:24.010
Add the PDF. They buy with the order form. Everyone's done. They get the stuff

362
00:25:24.310 --> 00:25:26.738
automatically delivered to them Simplero.

363
00:25:27.110 --> 00:25:29.370
But there's lots of other things that you can do.

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00:25:29.670 --> 00:25:35.130
You can give access to a site which will hold your course and possibly even your group.

365
00:25:35.255 --> 00:25:36.875
So that's what we're gonna do next.

366
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But you can also do things like sell bots if you have the right, Simplero subscription.

367
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You can sell coaching programs, which are basically

368
00:25:45.255 --> 00:25:49.195
a bundle of scheduling links. You can give access to paid podcasts,

369
00:25:49.575 --> 00:25:52.410
all kinds of stuff. You can even pay for events,

370
00:25:52.710 --> 00:25:55.270
you know, webinar events and things like that as well.

371
00:25:55.270 --> 00:26:00.890
But for this workshop, we are just gonna make this a simple product, and then we're gonna connect some stuff to it.

372
00:26:01.510 --> 00:26:04.955
Not I don't even need to necessarily decide what's gonna go on it

373
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because everyone's

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pieces are gonna be different. I wanna focus on what's probably gonna be the most repeatable stuff.

375
00:26:13.414 --> 00:26:16.440
So the next piece after the product is that delivery home.

376
00:26:16.519 --> 00:26:20.299
So we are gonna go and create a site real quick because

377
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events, calendars can live on sites. Courses can live on sites. PDF Donalds can live on sites.

378
00:26:27.000 --> 00:26:30.394
Communities can live on sites. Basically, anything you want

379
00:26:31.095 --> 00:26:34.075
to deliver post sale can live on a site.

380
00:26:34.375 --> 00:26:36.235
So we'll create one of those real quick.

381
00:26:38.934 --> 00:26:40.075
Post status.

382
00:26:43.280 --> 00:26:43.780
Right.

383
00:26:44.960 --> 00:26:48.900
Now when you're getting set up here, you're gonna get some options, community,

384
00:26:49.440 --> 00:26:52.420
course or content, or just a plain Jane website.

385
00:26:53.040 --> 00:26:53.860
Excuse me.

386
00:26:55.595 --> 00:26:56.895
It doesn't really matter

387
00:26:57.435 --> 00:27:00.175
what you pick. You can't mess it up. Right?

388
00:27:00.635 --> 00:27:05.375
All this is doing for you is deciding what goes inside your navigation

389
00:27:05.755 --> 00:27:06.495
to start.

390
00:27:06.795 --> 00:27:10.920
You can make it a course content site and then add the community later.

391
00:27:11.000 --> 00:27:14.300
You can make it a plain old website, which has, you know, no public

392
00:27:14.760 --> 00:27:18.140
content or community and then turn on the forum later.

393
00:27:18.360 --> 00:27:23.320
So if you're not sure you're gonna or if you feel like you're gonna mess it up, don't worry about it.

394
00:27:23.320 --> 00:27:27.794
You can add or delete, but we're just trying to do some extra legwork for you. Right?

395
00:27:28.255 --> 00:27:30.835
So I'm gonna actually call it a community site.

396
00:27:31.215 --> 00:27:33.875
Here it is. And I wanna create this guy,

397
00:27:35.774 --> 00:27:39.235
and it's literally done. Right? If we wanted to look at it,

398
00:27:39.780 --> 00:27:40.520
here it is.

399
00:27:41.060 --> 00:27:45.480
I clicked I gave it a name, and I hit go, and here's my site.

400
00:27:45.860 --> 00:27:51.400
It's pulling from my style guide. Again, another workshop, but this is pulling from my

401
00:27:51.700 --> 00:27:53.560
my main site's, like, visual

402
00:27:55.115 --> 00:28:00.014
selections for my fonts or, I mean, my typography, my colors, branding, all of that stuff.

403
00:28:00.235 --> 00:28:04.955
So this is my site. It's done. It's got a feed. It's got a forum already prebuilt into it.

404
00:28:04.955 --> 00:28:08.280
It's got something called a leaderboard because I chose a community site.

405
00:28:08.760 --> 00:28:10.540
That's you know, you can gamify

406
00:28:10.920 --> 00:28:13.820
how much people contribute to the community, stuff like that.

407
00:28:14.200 --> 00:28:15.420
It's got a member's directory.

408
00:28:15.800 --> 00:28:19.340
And, again, all this stuff can be deleted or added. So

409
00:28:20.360 --> 00:28:21.740
we created that site,

410
00:28:22.725 --> 00:28:28.805
and I did touch on this. But just so you guys know, a site itself can do all kinds of stuff.

411
00:28:28.805 --> 00:28:31.545
If we were to go and let edit this layout and navigation,

412
00:28:32.245 --> 00:28:37.225
there's lots of things that I could add to this membership site if I click on this here.

413
00:28:37.740 --> 00:28:39.920
I can add pages. I can

414
00:28:40.700 --> 00:28:46.240
give links to a course directory if there were courses inside or attached to the site.

415
00:28:46.300 --> 00:28:48.160
I can link to my coaching programs.

416
00:28:48.460 --> 00:28:52.960
This calendar can link to events that I choose to be listed on the site.

417
00:28:53.794 --> 00:28:57.095
Basically, anything that your business delivers or sells, there are,

418
00:28:57.395 --> 00:29:02.215
you know, navigation items that you can add to the site, and they can be linked to the site itself.

419
00:29:03.075 --> 00:29:05.875
So that's this is gonna be the hard part about this workshop.

420
00:29:05.875 --> 00:29:10.530
My goal is to, like, get the scaffolding built, but you guys are all probably gonna have a different endpoint.

421
00:29:10.750 --> 00:29:12.290
Some of you are gonna just

422
00:29:12.670 --> 00:29:13.410
use events.

423
00:29:13.790 --> 00:29:15.650
So the calendar is probably good.

424
00:29:15.870 --> 00:29:23.275
You're gonna have, you know, events Calvin, like, you know, you do weekly call, and then you also have a form where everybody can talk.

425
00:29:23.275 --> 00:29:28.735
That's one way. Some of you may not have any of that, and you just sell courses. So you can delete

426
00:29:29.115 --> 00:29:33.455
all of the stuff or start it as a course based site and just have courses.

427
00:29:33.515 --> 00:29:37.200
So the goal is to just show you, like, the site is here.

428
00:29:37.660 --> 00:29:43.280
There's gonna be lots of endpoints, and this is just basically gonna be required no matter what you do.

429
00:29:45.580 --> 00:29:47.440
I got another question here.

430
00:29:50.235 --> 00:29:51.055
Okay. So

431
00:29:53.195 --> 00:29:55.995
Heather says, how do you get into the layout of the site?

432
00:29:55.995 --> 00:29:58.735
Like, switch to community settings, add revised defaults.

433
00:29:59.355 --> 00:30:02.015
So there's two things, couple definitions.

434
00:30:02.419 --> 00:30:03.880
If I wanted to talk about

435
00:30:04.260 --> 00:30:07.559
layout and navigation, we're talking about just

436
00:30:07.860 --> 00:30:09.080
kind of this navigation,

437
00:30:09.460 --> 00:30:10.440
like my header

438
00:30:10.900 --> 00:30:15.159
and then what goes inside of it, what my footer says. That's the layout and navigation.

439
00:30:15.465 --> 00:30:23.725
But if I wanted to actually edit what's going on in the background, once I'm in the site, I can go and I can manage or configure the site right here.

440
00:30:23.865 --> 00:30:31.304
So configure site, and this is where I'm gonna have all the settings for, like, my blog, my forum, groups, all the stuff right there.

441
00:30:31.304 --> 00:30:33.460
It's gonna be these tabs and this site.

442
00:30:33.919 --> 00:30:35.039
Now I'm gonna go

443
00:30:35.679 --> 00:30:40.659
just rewind it real quick, though, just so we can always find this. You just built this.

444
00:30:40.720 --> 00:30:44.500
I just built this. I'm always gonna find it under content

445
00:30:45.045 --> 00:30:46.025
and then sites.

446
00:30:46.965 --> 00:30:51.865
So I'm here now. This is the Calvin site I just built. I'll click into it again.

447
00:30:52.485 --> 00:30:58.345
Now I'm inside the back end, the admin dashboard settings for that particular site.

448
00:30:58.885 --> 00:31:03.440
And there's lots of stuff you can do. Cool. Lost the screen share. That's not good.

449
00:31:03.440 --> 00:31:06.220
I didn't do anything. Let me try again. Can still see it.

450
00:31:06.760 --> 00:31:11.659
Nope. Never mind. Cool. I just dumped it. I'll just reset it. Away again, but it was there.

451
00:31:12.200 --> 00:31:12.700
K.

452
00:31:15.415 --> 00:31:21.655
Back. Back. Everybody? Good? I can't see you guys. I'm just, like, so Yeah. So deeply into

453
00:31:22.055 --> 00:31:27.115
okay. Cool. I'll just create a little window so I can see you guys. Anybody's hooting and hollering?

454
00:31:27.415 --> 00:31:27.915
Alright.

455
00:31:29.440 --> 00:31:30.260
Chat open

456
00:31:30.800 --> 00:31:33.460
again. So here's the back end like we were talking about.

457
00:31:34.080 --> 00:31:34.580
Now,

458
00:31:35.040 --> 00:31:35.540
again,

459
00:31:35.920 --> 00:31:41.780
the point of this course isn't to touch on all of these settings or we can make this, like, seven hours long if we wanted to.

460
00:31:41.840 --> 00:31:44.100
But just the big picture ideas are,

461
00:31:44.400 --> 00:31:45.220
got our list,

462
00:31:45.575 --> 00:31:48.475
got our product. We're gonna connect now

463
00:31:48.855 --> 00:31:49.675
this product

464
00:31:50.055 --> 00:31:54.075
to the community site, which will hold all of our stuff on it.

465
00:31:55.095 --> 00:31:58.955
So what we'll do next is we are gonna go back to that.

466
00:31:59.690 --> 00:32:02.270
This is the site tab where we got this is our product.

467
00:32:02.650 --> 00:32:06.830
So now that the site is saved, right, just wanna make sure we're all good here.

468
00:32:07.290 --> 00:32:08.270
Save these changes.

469
00:32:09.130 --> 00:32:11.070
This is the site tab I have open.

470
00:32:11.370 --> 00:32:15.424
I'm gonna go here, and I'm gonna just refresh this because this is new stuff that we've done.

471
00:32:15.424 --> 00:32:17.205
I'm gonna make sure that it can see me.

472
00:32:19.985 --> 00:32:22.325
I'm going to go to the content tab.

473
00:32:23.585 --> 00:32:24.644
I'm already there.

474
00:32:25.024 --> 00:32:27.924
Now I am going to give it access to a site.

475
00:32:28.260 --> 00:32:30.440
So give access to membership sites, courses,

476
00:32:30.900 --> 00:32:31.640
and groups

477
00:32:31.940 --> 00:32:36.120
when someone buys this product. Let me be very clear. Courses and groups

478
00:32:37.140 --> 00:32:43.160
must sit on membership sites, and this is something that sometimes people have trouble understanding in the beginning.

479
00:32:43.975 --> 00:32:48.715
Again, the site is the container that delivers the content. The product is the container

480
00:32:49.254 --> 00:32:51.434
for the actual thing that you're selling.

481
00:32:51.975 --> 00:32:53.195
So sites

482
00:32:53.575 --> 00:32:59.960
host courses and groups, but we're gonna go click on-site, and I'm gonna click on sales campaign site.

483
00:33:01.140 --> 00:33:02.520
And there it is. So

484
00:33:03.060 --> 00:33:04.440
as soon as I hit save,

485
00:33:04.900 --> 00:33:05.800
what this means

486
00:33:06.180 --> 00:33:10.000
is as soon as someone purchases my product, Simplero

487
00:33:10.580 --> 00:33:12.040
is going to automatically

488
00:33:12.795 --> 00:33:13.295
automagically

489
00:33:14.315 --> 00:33:17.455
give them access to this membership site.

490
00:33:17.835 --> 00:33:21.595
We don't have a choice. You said that they're getting it. They're going to get it.

491
00:33:21.595 --> 00:33:22.815
We're gonna give them

492
00:33:23.195 --> 00:33:23.695
authorization,

493
00:33:24.075 --> 00:33:28.335
right, their login credentials, username and password, and a link

494
00:33:28.750 --> 00:33:29.970
to their dashboard

495
00:33:30.270 --> 00:33:32.770
and the site in an automated email.

496
00:33:33.470 --> 00:33:37.090
So now this is all connected, right, the product to the site.

497
00:33:39.470 --> 00:33:40.690
Okay. So

498
00:33:41.585 --> 00:33:43.125
the next piece is,

499
00:33:44.385 --> 00:33:47.765
how do we get people into all of this? Right?

500
00:33:48.385 --> 00:33:52.085
Again, I'm not gonna go make a course. I'm not gonna go make a event.

501
00:33:52.145 --> 00:33:56.760
I'm not gonna make a coaching program. I'm not gonna make the end piece because that's up to you.

502
00:33:57.480 --> 00:33:59.260
They all can be hosted

503
00:33:59.560 --> 00:34:03.260
or links to them can be hosted within your site for the most part.

504
00:34:03.720 --> 00:34:06.460
You can, you know, have links to the podcast on your site.

505
00:34:06.840 --> 00:34:10.620
It's a good idea to to have a site, and then it's required for most things.

506
00:34:11.075 --> 00:34:16.695
So the next piece, though, what we're gonna do is we're gonna create the entry point to all of this.

507
00:34:17.715 --> 00:34:19.795
So there's a few ways we can do this.

508
00:34:19.795 --> 00:34:24.775
If we wanted to be really, really, really simple, it's as simple as going to your list

509
00:34:28.289 --> 00:34:30.869
and creating a landing page.

510
00:34:31.409 --> 00:34:31.730
Right?

511
00:34:31.730 --> 00:34:37.190
If you just wanted to be able to get onto your list, there all you have to do is get to that list

512
00:34:37.889 --> 00:34:38.130
and

513
00:34:39.054 --> 00:34:40.755
come on now. Hurry up. Let's go.

514
00:34:42.094 --> 00:34:43.155
Let's go to status

515
00:34:43.614 --> 00:34:44.114
campaign

516
00:34:45.775 --> 00:34:47.695
and connect it to a landing page.

517
00:34:47.695 --> 00:34:53.460
And you can do that by going to the list itself and then clicking on sign up forms. That's one way.

518
00:34:53.460 --> 00:34:56.839
There's many ways to do these things. Right? You can also go to marketing,

519
00:34:57.139 --> 00:35:01.080
landing pages, build the landing page, qualify it as an opt in.

520
00:35:01.859 --> 00:35:06.680
That's there too. But to to make this as simple as possible, you would go to the list itself,

521
00:35:07.395 --> 00:35:12.455
click on sign up forms, and click on landing page. And that's gonna bring you to our builder

522
00:35:12.995 --> 00:35:14.695
or or the beginning of our builder,

523
00:35:15.715 --> 00:35:16.215
and

524
00:35:16.515 --> 00:35:18.535
that's going to allow people to

525
00:35:18.835 --> 00:35:21.075
allow you guys to build this opt in page.

526
00:35:21.075 --> 00:35:25.200
And I would select opt in because that's the actual task that you're trying to fulfill here.

527
00:35:25.200 --> 00:35:26.980
You want to opt them into your site.

528
00:35:27.760 --> 00:35:32.260
So that's the easiest part. I got a question real quick here. Let's make sure we hit this guy.

529
00:35:36.695 --> 00:35:37.195
Yep.

530
00:35:38.935 --> 00:35:40.715
Awesome. Yes. Cool.

531
00:35:41.095 --> 00:35:44.775
Sandy said, this is why I turned off double opt in. Audience is a little bit older.

532
00:35:44.775 --> 00:35:46.795
They don't necessarily understand all the emails.

533
00:35:47.495 --> 00:35:50.430
That's exactly why I turned off double opt in as well.

534
00:35:50.510 --> 00:35:54.530
So just so you guys understand, there are some Europeans that are probably on this call here too.

535
00:35:54.670 --> 00:35:56.770
That does not mean you're turning off GDPR.

536
00:35:57.309 --> 00:36:00.369
That's something completely different. You're still getting consent,

537
00:36:00.750 --> 00:36:02.930
but the double opt in is a way

538
00:36:04.085 --> 00:36:05.305
that people can

539
00:36:05.845 --> 00:36:09.365
double check, basically, do you really wanna be a part of my list?

540
00:36:09.365 --> 00:36:16.470
And what it does do, to be honest, the benefit of it is sometimes people start to get spam or bot sign ups.

541
00:36:16.710 --> 00:36:21.030
Now Simplero is really good at filtering that stuff out. So for the most part, you won't see those.

542
00:36:21.030 --> 00:36:32.025
But if you ever had a real problem with, like, you know, fake sign ups, those people won't be opted in because they'll never gonna open that second email to actually get onto your list.

543
00:36:32.424 --> 00:36:34.684
Trying to be clear about that since Sandy brought it

544
00:36:36.345 --> 00:36:38.825
up. So this is our opt in page.

545
00:36:38.825 --> 00:36:41.704
We can build one here, but what I'm gonna do is I'm gonna go a step further.

546
00:36:41.704 --> 00:36:46.900
I know I don't want anyone to get scared or worried because this I'm gonna make this as simple as possible.

547
00:36:46.900 --> 00:36:49.000
But what we're gonna do is we're gonna create

548
00:36:49.460 --> 00:36:50.120
a funnel,

549
00:36:50.740 --> 00:36:54.600
a Simplero funnel. Right? A Simplero funnel that does a few things.

550
00:36:54.900 --> 00:36:56.360
It will opt them in,

551
00:36:57.375 --> 00:36:58.835
give them a thank you page,

552
00:36:59.215 --> 00:37:02.595
and then give them an opportunity to buy your core offer

553
00:37:03.135 --> 00:37:04.675
all in one fell swoop.

554
00:37:05.615 --> 00:37:12.060
And so the point of that is, like, they're getting on your list from your link in bio or from the thing that they got in your Facebook group.

555
00:37:12.860 --> 00:37:15.760
They're signing up with their name and email, hitting submit.

556
00:37:16.060 --> 00:37:18.000
They get taken to a thank you page

557
00:37:18.300 --> 00:37:20.400
where you say thanks for signing up.

558
00:37:20.460 --> 00:37:24.080
You have an opportunity to talk more about you and your product.

559
00:37:24.565 --> 00:37:29.145
Right? Building rapport, helping them understand who you are on this second page.

560
00:37:29.605 --> 00:37:33.945
And then why not offer them an opportunity to buy at that same time?

561
00:37:34.005 --> 00:37:36.985
If you did a good enough job or if they like you or if they

562
00:37:37.845 --> 00:37:49.030
found that your you know, price or all of the different metrics that would decide whether someone converts are good, they could technically buy right then and there after signing up for literally just your opt in.

563
00:37:49.890 --> 00:37:52.310
So that's why we're gonna build this because it's super powerful.

564
00:37:52.770 --> 00:37:57.805
If they don't like any piece of it, they'll get to the thank you page and just close the tap.

565
00:37:57.865 --> 00:37:58.905
No harm, no foul.

566
00:37:58.905 --> 00:38:02.444
They're not gonna be frustrated with you for trying to talk more about who you are.

567
00:38:02.505 --> 00:38:03.964
Nobody does that. So

568
00:38:04.265 --> 00:38:09.645
we're gonna create this core type of funnel real quick, and I'm gonna show you guys how that works.

569
00:38:10.140 --> 00:38:12.880
And then we're gonna connect it to all of this.

570
00:38:13.660 --> 00:38:15.740
So first things first, we can

571
00:38:16.619 --> 00:38:19.359
let's see what we got going on here because this is

572
00:38:21.020 --> 00:38:24.460
could be a magnet funnel. I'm gonna start a new one. So let's go to this.

573
00:38:24.460 --> 00:38:25.515
We're gonna go create a new funnel.

574
00:38:26.375 --> 00:38:27.835
I'm gonna Calvin silent campaign.

575
00:38:36.849 --> 00:38:39.910
Just gonna bring this down one bit. Let's see.

576
00:38:40.290 --> 00:38:40.790
So

577
00:38:41.329 --> 00:38:45.109
this is the beginning of our funnel. There's nothing here. Right? But

578
00:38:45.569 --> 00:38:47.990
the most important pieces are how do they get in,

579
00:38:48.290 --> 00:38:50.230
how do you say thank you, and

580
00:38:50.609 --> 00:38:54.135
how do they buy if they wanna buy. And that can go with anything that you're doing.

581
00:38:54.135 --> 00:38:56.395
So the first step we're gonna do is we're gonna add

582
00:38:56.695 --> 00:38:57.355
a page.

583
00:39:03.335 --> 00:39:08.155
I'm not gonna edit these very much. Right? There's not there's not a whole lot

584
00:39:08.559 --> 00:39:13.380
of time because we could spend, again, lots and lots of time. We don't really wanna do that.

585
00:39:13.599 --> 00:39:14.900
So we want to go

586
00:39:15.200 --> 00:39:19.059
to like, we're gonna use bourbon. I think it's probably gonna be the best one.

587
00:39:20.000 --> 00:39:21.140
We'll go opt in.

588
00:39:21.555 --> 00:39:24.775
We're gonna go to bourbon light opt in page. I'm gonna hit select.

589
00:39:25.395 --> 00:39:27.175
It's gonna say silos campaign.

590
00:39:30.835 --> 00:39:33.015
And giving it a name, creating a step.

591
00:39:35.960 --> 00:39:36.940
There's the page.

592
00:39:37.480 --> 00:39:39.339
We'll go back and edit it in one second.

593
00:39:39.799 --> 00:39:42.380
The next thing I'm gonna do, because I'm gonna add another page,

594
00:39:43.079 --> 00:39:47.180
and I like the bourbon sales page because it has a thank you on it.

595
00:39:48.955 --> 00:39:49.455
Right?

596
00:39:50.234 --> 00:39:54.335
I think that's the one. Let's just look at this real quick. Make sure it's got the right context.

597
00:39:57.275 --> 00:39:57.775
Yep.

598
00:39:59.035 --> 00:39:59.535
Cool.

599
00:40:06.970 --> 00:40:10.430
Cool. Yeah. We're gonna use this, and we'll talk a little bit about it. So use this.

600
00:40:15.815 --> 00:40:19.755
And then the last piece we're gonna add, just since we're building the structure,

601
00:40:20.055 --> 00:40:21.434
we're gonna add the order form.

602
00:40:23.734 --> 00:40:25.515
So sales campaign product

603
00:40:27.910 --> 00:40:28.890
and boom.

604
00:40:29.750 --> 00:40:31.530
So what happens first?

605
00:40:31.990 --> 00:40:34.710
So they're gonna opt in to your list.

606
00:40:34.710 --> 00:40:39.750
And if we go and edit this page, we're gonna do just some quick edits so you guys can see the core pieces.

607
00:40:39.750 --> 00:40:42.250
Watch this recording. Do whatever you need to do later.

608
00:40:44.105 --> 00:40:45.325
There's a full

609
00:40:45.625 --> 00:40:47.085
workshop on this builder.

610
00:40:47.145 --> 00:40:51.965
So if if you're not comfortable with this builder or you haven't used it, watch those workshops too.

611
00:40:52.105 --> 00:40:59.970
But the most important piece is we're gonna give them, you know, a little bit of our sauce, talk about the cool things that our, you know, shopping list

612
00:41:00.510 --> 00:41:01.010
ketogenic

613
00:41:01.310 --> 00:41:02.849
shopping list will give them,

614
00:41:03.150 --> 00:41:06.210
and then they're gonna say, yes. I'm in. Now this button

615
00:41:07.230 --> 00:41:08.369
is going to

616
00:41:09.045 --> 00:41:10.165
open a pop up.

617
00:41:10.165 --> 00:41:14.964
I know that because I've seen it a million times, but this action says open page pop up.

618
00:41:14.964 --> 00:41:16.744
We're gonna go ahead and click on that.

619
00:41:17.365 --> 00:41:19.625
And the most important part here

620
00:41:20.165 --> 00:41:21.865
is what this button does.

621
00:41:23.300 --> 00:41:26.200
So we got the button to open the pop up, got the button here.

622
00:41:26.820 --> 00:41:31.080
So after they've opted in or after they've, sorry, clicked on the

623
00:41:31.460 --> 00:41:35.880
the button to open the pop up, we are going to opt them into our list.

624
00:41:37.815 --> 00:41:41.435
We're gonna call it the stylus campaign list because that's the one we created.

625
00:41:42.535 --> 00:41:45.815
We're gonna publish that change. That's all I'm gonna do with this. Right?

626
00:41:45.815 --> 00:41:50.155
It didn't change photos, didn't chain didn't change any of the sales copy. That's it.

627
00:41:50.375 --> 00:41:53.540
What it's doing though is they click on it, That pop up opens.

628
00:41:53.540 --> 00:41:57.400
They give their name, their email, they get opted into my list. So this is done

629
00:41:58.100 --> 00:42:00.600
for now, right, for all intents and purposes.

630
00:42:01.540 --> 00:42:04.420
That's done there. The next page is gonna be the thank you page.

631
00:42:04.420 --> 00:42:08.020
As soon as they complete that steps, Simplero player's gonna say, what happens next?

632
00:42:08.020 --> 00:42:11.135
They're gonna go to this next step in the funnel.

633
00:42:11.595 --> 00:42:14.335
We'll go ahead and edit this, and we'll just talk about this.

634
00:42:15.835 --> 00:42:18.335
So this is where you're gonna say thank you at the top.

635
00:42:19.035 --> 00:42:21.535
And then like the copy says,

636
00:42:22.075 --> 00:42:23.375
if this thing will load,

637
00:42:26.450 --> 00:42:30.849
it's gonna give you a place to talk about here we go. So here's your thank you page headline.

638
00:42:30.849 --> 00:42:33.430
Like, oh, thank you so much for, you know,

639
00:42:34.210 --> 00:42:35.190
joining the list.

640
00:42:36.050 --> 00:42:37.890
And then you're gonna say in here

641
00:42:38.605 --> 00:42:39.345
oh my goodness.

642
00:42:39.725 --> 00:42:41.025
I am not doing that.

643
00:42:41.645 --> 00:42:42.305
Let's go.

644
00:42:43.725 --> 00:42:48.205
Get your freebie. Right? You're gonna tell them, hey. Go check your email.

645
00:42:48.205 --> 00:42:49.985
Freebie's gonna be in the mail.

646
00:42:50.710 --> 00:42:51.750
That's where it is.

647
00:42:51.750 --> 00:42:57.430
Make sure you go ahead and look at that in a second, and then you can also use this page to tease your offer.

648
00:42:57.430 --> 00:43:02.950
This is where you start talking about what you actually offer. I do one on one health coaching.

649
00:43:02.950 --> 00:43:04.250
It's a six week program.

650
00:43:04.885 --> 00:43:06.405
Again, this isn't perfect. Right?

651
00:43:06.405 --> 00:43:12.185
This isn't maybe this isn't how you would want your sales copy to be delivered, but we're giving you options and opportunities.

652
00:43:13.125 --> 00:43:15.305
Now this next button here

653
00:43:16.005 --> 00:43:21.770
is the big one. Right? This is gonna bring them to this the order form for your product itself.

654
00:43:22.310 --> 00:43:24.650
So what we can do there is we can go to

655
00:43:24.950 --> 00:43:28.330
next funnel step because we already added the order form.

656
00:43:29.350 --> 00:43:32.410
Now you'll see we'll go through this. There's multiple

657
00:43:32.710 --> 00:43:34.490
calls to action. Right?

658
00:43:35.645 --> 00:43:39.185
You might think that this is an early space to say buy my thing.

659
00:43:39.565 --> 00:43:45.665
They can ignore it. They can keep going down and learning more about your six week coaching program.

660
00:43:46.285 --> 00:43:49.825
Right? So you're gonna give them more, and then you're gonna give them another opportunity.

661
00:43:50.700 --> 00:43:52.160
Click on this button here,

662
00:43:52.859 --> 00:43:53.359
and

663
00:43:53.740 --> 00:43:54.960
we're gonna go to

664
00:43:56.140 --> 00:43:57.280
next final step.

665
00:43:57.660 --> 00:44:00.720
And then you can even offer some stuff. Right?

666
00:44:01.099 --> 00:44:02.240
Bonus things.

667
00:44:02.300 --> 00:44:07.375
There's a like, there are ways that you can, you know, offer a secret price or some type

668
00:44:07.835 --> 00:44:10.715
of cheaper deal if they make it to the bottom of your page.

669
00:44:10.715 --> 00:44:12.815
And then you're still gonna talk about benefits.

670
00:44:13.355 --> 00:44:14.635
Hopefully, you get the gist here.

671
00:44:14.635 --> 00:44:20.610
There's lots of different calls to action that are bringing them all to go final endpoint, which is to purchase your product.

672
00:44:20.610 --> 00:44:22.710
And we did this all in one funnel.

673
00:44:23.250 --> 00:44:27.990
They signed up for your freebie. They didn't even know that you had a sixteen week

674
00:44:28.674 --> 00:44:31.015
fat loss challenge, whatever. Right?

675
00:44:31.234 --> 00:44:34.595
You're giving them an opportunity to either read it or close the tab.

676
00:44:34.595 --> 00:44:36.694
But that's why we're doing this funnel because

677
00:44:37.154 --> 00:44:40.135
the goal in Simplero is to automate as much stuff as possible

678
00:44:40.515 --> 00:44:43.414
and then leave the manual stuff up for the things that count.

679
00:44:43.940 --> 00:44:45.560
So let's just look here.

680
00:44:47.060 --> 00:44:49.320
Okay. I got some I got some

681
00:44:50.180 --> 00:44:51.000
chat stuff.

682
00:44:52.100 --> 00:44:53.700
Oh, awesome. Cool, guys. Yeah.

683
00:44:53.700 --> 00:44:57.720
I'm glad that this is kind of, you know, creating some light bulb moments. Right?

684
00:44:58.875 --> 00:45:01.615
Exactly. We'll add the free the free Gensu knife.

685
00:45:02.315 --> 00:45:04.415
I am old enough to know that.

686
00:45:05.675 --> 00:45:08.175
Bet you didn't think I was, but I am.

687
00:45:08.475 --> 00:45:13.320
Alright. So that's great. So this is this is our funnel. This is this is done. This is done here.

688
00:45:13.320 --> 00:45:14.780
We'll just publish these changes.

689
00:45:15.560 --> 00:45:21.180
And then we are going to go back to this funnel and just take a look, a high level look at it.

690
00:45:22.840 --> 00:45:23.580
And then

691
00:45:23.880 --> 00:45:26.945
we have here our opt in, our pricing page,

692
00:45:27.245 --> 00:45:31.325
or it's called pricing. You can change the slugs. You can change all of that stuff.

693
00:45:31.325 --> 00:45:33.745
We have not touched on any of the settings, guys.

694
00:45:34.045 --> 00:45:38.605
Just showing you how easy it is to kinda scaffold this stuff out. And then this is the final piece.

695
00:45:38.605 --> 00:45:41.665
So we can view this order form in a new tab.

696
00:45:42.900 --> 00:45:45.160
This is that order form. Thousand bucks.

697
00:45:46.020 --> 00:45:46.520
Right?

698
00:45:47.140 --> 00:45:48.440
Had that going on already.

699
00:45:49.619 --> 00:45:51.480
You can add photos and testimonials

700
00:45:51.780 --> 00:45:53.540
just so you know to all of this stuff.

701
00:45:53.540 --> 00:46:03.905
But that three step funnel gets them from literally just, like, digging your Instagram reel and wanting your free shopping list to possibly purchasing something with you all within, like, fifteen minutes.

702
00:46:05.165 --> 00:46:09.425
The most important part, though, is linking this back to our list.

703
00:46:09.650 --> 00:46:13.350
So the next thing we're gonna do is just check. We should have done that already.

704
00:46:14.210 --> 00:46:16.150
So here is our list.

705
00:46:17.570 --> 00:46:21.030
If I refresh this guy here, I have a sign up form.

706
00:46:23.744 --> 00:46:24.964
Now let's look at that.

707
00:46:25.265 --> 00:46:25.765
Boom.

708
00:46:26.144 --> 00:46:29.365
Sales Calvin opt in. It's a funnel two point o type.

709
00:46:29.744 --> 00:46:32.065
It grabbed it, put it in there for me directly.

710
00:46:32.065 --> 00:46:35.585
I didn't have to add a landing page or add anything from this page.

711
00:46:35.585 --> 00:46:39.045
As soon as you told Simplero that this is where this landing page is going,

712
00:46:39.510 --> 00:46:42.330
we update inside of our lists to

713
00:46:42.630 --> 00:46:44.330
to to show that. Right?

714
00:46:45.990 --> 00:46:51.450
So that's all done. Literally, like, all of your pieces done, you drop that link for your

715
00:46:51.924 --> 00:46:55.865
funnel or the landing page, either one. Right? You can even drop

716
00:46:56.325 --> 00:46:59.944
the subscribe links if you want, but I would go I would grab this guy.

717
00:47:00.005 --> 00:47:01.865
This is the one that you would copy.

718
00:47:02.404 --> 00:47:05.305
Copy this link right here. I'll just open it for you guys.

719
00:47:06.645 --> 00:47:07.145
Tab.

720
00:47:09.980 --> 00:47:17.340
This is what you would set as your LinkedIn bio, send it in a DM, send it in an email to somebody that you already have, and then you're already just going down the path.

721
00:47:17.340 --> 00:47:18.800
I'll just do it for fun.

722
00:47:35.190 --> 00:47:38.410
Can you move an existing landing page and put it in a new funnel?

723
00:47:38.950 --> 00:47:39.450
No.

724
00:47:40.150 --> 00:47:41.450
But no but.

725
00:47:42.150 --> 00:47:43.930
So an existing landing page

726
00:47:44.390 --> 00:47:49.369
is a landing page in itself. Right? It's doing its own thing. It's got its own,

727
00:47:50.115 --> 00:47:51.975
URL. It's got its own slug.

728
00:47:52.595 --> 00:47:53.335
You can't

729
00:47:53.715 --> 00:47:54.455
take it,

730
00:47:54.755 --> 00:47:55.255
and

731
00:47:55.795 --> 00:47:56.835
you can do two things.

732
00:47:56.835 --> 00:48:02.755
You can duplicate it where it becomes its own separate thing, and there's a duplicate. Right?

733
00:48:02.755 --> 00:48:06.770
Like, all of the things that are in that landing page have now been duplicated.

734
00:48:06.770 --> 00:48:10.310
It's given a different slug, though, but it does essentially the same thing.

735
00:48:11.330 --> 00:48:14.370
Or you can move it to a funnel. So

736
00:48:15.444 --> 00:48:20.005
yeah. Actually, that is a yes. Sorry, Megha. Yes. You can move a landing page to an existing funnel.

737
00:48:20.005 --> 00:48:25.045
I just wanted you to know that as soon as you do that, that landing page itself is now a part of that funnel.

738
00:48:25.045 --> 00:48:28.505
You've moved it out of it just being off by itself and into a funnel,

739
00:48:28.880 --> 00:48:31.920
or you can duplicate it where you literally make a copy of it.

740
00:48:31.920 --> 00:48:35.460
They're not technically the same thing, and then that can be a part of the funnel.

741
00:48:36.400 --> 00:48:40.820
So I can actually go look at that there and just show you real quick how you would do that.

742
00:48:41.115 --> 00:48:47.295
So if you have a landing page that you're thinking about I'll just grab one of these other things.

743
00:48:47.355 --> 00:48:51.515
I think I can do that here. You're gonna select the action. So sorry. I did that quickly.

744
00:48:51.515 --> 00:48:52.815
We're gonna go to marketing,

745
00:48:53.195 --> 00:48:55.800
landing pages, and forms. You're gonna get your list.

746
00:48:55.800 --> 00:49:05.180
You can click on it, select the action, and then you can turn into a funnel or move into a funnel or duplicate it, and then turn it into a funnel or move it to a funnel.

747
00:49:05.880 --> 00:49:07.580
So all of those exist.

748
00:49:09.365 --> 00:49:12.424
How do you plug the landing page onto Instagram? Great question.

749
00:49:12.565 --> 00:49:16.105
And I did touch on that briefly, but I was probably kinda quick. So

750
00:49:16.405 --> 00:49:17.385
let's go back.

751
00:49:18.244 --> 00:49:21.305
Getting too many tabs here now. I'm gonna go to the funnel itself.

752
00:49:26.740 --> 00:49:32.100
So, Sandy, you said, can I take my existing master opt in that always has the same offer and create it as a funnel instead?

753
00:49:32.100 --> 00:49:35.240
And the master opt in could have different offers down the road.

754
00:49:36.035 --> 00:49:36.535
Technically,

755
00:49:37.235 --> 00:49:40.455
yes. Good to see you, Megha. Have a good day. Watch the recording.

756
00:49:41.395 --> 00:49:44.595
Yeah. Sandy, that that sounds like, yes, you could do that.

757
00:49:44.595 --> 00:49:51.095
Like, that you're gonna take that opt in, though, and you're gonna turn it into a funnel, and now it's a part of that funnel forever.

758
00:49:51.280 --> 00:49:51.780
So

759
00:49:52.320 --> 00:49:59.600
I would say maybe duplicate it first and then move the duplicate into the funnel so you still have both that exist and then just decide which one to use.

760
00:49:59.600 --> 00:50:04.560
Right? The link, they they live out there, but you have to drive people to them. Right?

761
00:50:04.560 --> 00:50:09.075
So they can both exist at the same time, but you could be just using one, for example.

762
00:50:09.454 --> 00:50:11.555
I think that hopefully, that's helpful.

763
00:50:12.015 --> 00:50:12.755
Yeah. So,

764
00:50:13.535 --> 00:50:15.795
the question was, how do you get that,

765
00:50:16.095 --> 00:50:18.115
you know, landing page into the DM

766
00:50:18.680 --> 00:50:23.820
or into Instagram link in bio. So you'd go on Instagram, click on your profile settings, and then

767
00:50:24.120 --> 00:50:26.280
grab this link right here from the funnel.

768
00:50:26.280 --> 00:50:29.720
I went to marketing, then I went to funnels, and then I chose my funnel.

769
00:50:29.720 --> 00:50:33.585
Just grab this link right here. And it's always just gonna bring them to the first step.

770
00:50:34.385 --> 00:50:40.085
Right? Now you Calvin also technically just, you know, grab this link directly to this step,

771
00:50:40.705 --> 00:50:45.685
which is just a landing page and also provide that. They do the same thing.

772
00:50:45.905 --> 00:50:48.305
You just gotta be careful. You don't wanna go to,

773
00:50:48.920 --> 00:50:50.460
your landing pages and forms

774
00:50:51.320 --> 00:50:56.040
and then get confused about which link it actually is if you're just going from here.

775
00:50:56.040 --> 00:51:00.040
This one says funnel two point o. It's an opt in. Cool. Like, I could do that.

776
00:51:00.040 --> 00:51:01.660
I could grab this link,

777
00:51:02.120 --> 00:51:07.444
right, and send it out. But what you don't wanna do is like, oh, was it the offer page, opt in page?

778
00:51:07.444 --> 00:51:08.404
Go to the funnel.

779
00:51:08.404 --> 00:51:13.305
Make sure you're on the funnel itself and share that link or the first step of the funnel.

780
00:51:15.365 --> 00:51:19.250
So cool. So we are all connected now. Everything is good to go.

781
00:51:19.790 --> 00:51:27.650
Would I still create a product even if we've sold our ten week program separate from Simplero and plan to build out a site that hosts memberships and courses with the Zoom replay?

782
00:51:28.030 --> 00:51:28.530
So

783
00:51:28.990 --> 00:51:30.930
if you've sold that ten week program

784
00:51:31.230 --> 00:51:32.370
separate from Simplaro,

785
00:51:36.175 --> 00:51:42.035
That's a good question. So the product itself is going through some sort of other order form,

786
00:51:42.415 --> 00:51:44.515
not connected to any Simplero sites.

787
00:51:44.975 --> 00:51:52.990
So they're gonna go, you know, from your funnel, you can direct any button in the funnel, just to be clear, to an external page.

788
00:51:53.290 --> 00:51:53.530
Right?

789
00:51:53.530 --> 00:52:05.105
So instead of going to our Simplero order form, you could bring them through that opt in, that thank you, and then that button that I showed that goes to the last step in the funnel, which is our order form, you could send it to their order form.

790
00:52:05.105 --> 00:52:09.585
Correct. Yep. You could do all that. The only problem is we don't know that that happened.

791
00:52:09.585 --> 00:52:11.925
So if you wanted that thing to fulfill,

792
00:52:12.705 --> 00:52:16.725
like, access to a membership site in a community and all that stuff down the road,

793
00:52:17.049 --> 00:52:21.210
we won't know that that occurred at all. Like and I'm gonna show you right now, like, what

794
00:52:22.250 --> 00:52:24.190
you know, how that that all listens.

795
00:52:24.250 --> 00:52:30.190
So I kind of understand your question, but to build up the site that those memberships, of course, and then do a replay.

796
00:52:30.970 --> 00:52:31.609
Yeah. So

797
00:52:32.214 --> 00:52:37.035
yeah, you can and just maybe this is also what you're trying to say is if

798
00:52:37.415 --> 00:52:38.474
they bought something

799
00:52:39.175 --> 00:52:45.750
tomorrow, but the membership site and stuff wasn't ready till next month, you can always manually add people to things as well.

800
00:52:45.750 --> 00:52:47.530
There's lots of different ways to do that.

801
00:52:49.350 --> 00:52:52.010
So we're here. The last thing I wanna touch on,

802
00:52:53.350 --> 00:52:55.210
coolest. Cool. Awesome.

803
00:52:56.630 --> 00:53:01.055
So discovery calls with our initial funnel, taking the transfers, and I plan to do that. Cool.

804
00:53:01.275 --> 00:53:02.655
That should work. Yeah.

805
00:53:03.595 --> 00:53:06.175
Alright. So then, we're kinda running

806
00:53:06.475 --> 00:53:08.175
out of time here, but I'm gonna just

807
00:53:08.555 --> 00:53:11.055
try and touch on a few more things. Right?

808
00:53:11.330 --> 00:53:15.510
The big pieces are what can be automated and what needs to be done manually.

809
00:53:15.890 --> 00:53:16.390
So

810
00:53:16.850 --> 00:53:20.450
what's super important with the list? What happens after a list sign up?

811
00:53:20.450 --> 00:53:23.625
Let's say they got to your funnel. They opted into your list. They didn't.

812
00:53:23.705 --> 00:53:26.765
They've read your thank you page, but they are not ready to buy right now. It's fine.

813
00:53:26.825 --> 00:53:31.225
Like, they're not really into it. It's just maybe not the right time for them. What do you do?

814
00:53:31.225 --> 00:53:33.405
What are you gonna do with that? What,

815
00:53:34.425 --> 00:53:40.580
savvy, you know, online coach business owner would do is make sure that they set up some some sort of automated

816
00:53:41.440 --> 00:53:42.420
nurture sequence

817
00:53:43.120 --> 00:53:46.660
post the list sign up. They got your free shopping list already.

818
00:53:46.880 --> 00:53:49.540
You know, just let them go and never talk to them again.

819
00:53:50.000 --> 00:53:52.260
So what I would do is go to your list,

820
00:53:52.895 --> 00:53:56.035
and then we're in our list and click on the automation tab.

821
00:53:59.775 --> 00:54:01.214
Yeah. Good point, Sandy.

822
00:54:01.214 --> 00:54:04.734
When you say manual, I'd make sure to push the manual sending with some pro ID to start the process.

823
00:54:04.734 --> 00:54:09.720
Yeah. Yep. And then we have we got all kinds of help guides about how to do that correctly too.

824
00:54:10.580 --> 00:54:13.000
So back to this list here, we got the automation.

825
00:54:13.619 --> 00:54:18.075
When someone signs up to the list, what do I wanna do? I can wait. I can wait a day.

826
00:54:18.075 --> 00:54:19.755
I can wait a week, fifteen minutes, other.

827
00:54:19.755 --> 00:54:21.915
I'll just say a day because it's a very common thing to do.

828
00:54:21.915 --> 00:54:24.095
Like, they sign up for your list, give them a day.

829
00:54:24.715 --> 00:54:28.734
And then what I'm doing, I'm waiting, and then I'm gonna send an email.

830
00:54:30.250 --> 00:54:33.390
Now I'm not gonna do anything to this, but you

831
00:54:34.010 --> 00:54:35.710
should tell your story.

832
00:54:36.090 --> 00:54:38.670
Say thanks for joining. Tell a little bit of your story.

833
00:54:38.970 --> 00:54:40.430
Then you're gonna wait a day,

834
00:54:41.450 --> 00:54:43.630
and then you're gonna send an email.

835
00:54:44.495 --> 00:54:47.555
This next email is gonna be maybe a testimonial

836
00:54:48.335 --> 00:54:54.095
and some more stories. Right? So that's the second email you're gonna send after waiting a day.

837
00:54:54.095 --> 00:54:54.595
Oops.

838
00:54:55.775 --> 00:54:56.915
Name is too short.

839
00:54:59.330 --> 00:54:59.830
Sorry.

840
00:55:01.170 --> 00:55:02.470
Trying to get through this quick.

841
00:55:03.250 --> 00:55:05.910
And then we're gonna wait another day.

842
00:55:06.450 --> 00:55:09.350
And then the last thing I would do is I would

843
00:55:10.450 --> 00:55:10.950
offer

844
00:55:11.490 --> 00:55:11.990
them

845
00:55:12.735 --> 00:55:13.475
a discount

846
00:55:14.175 --> 00:55:14.675
of

847
00:55:15.055 --> 00:55:16.275
my core offer.

848
00:55:18.095 --> 00:55:19.475
Or my core offer. Whatever.

849
00:55:20.015 --> 00:55:20.515
So

850
00:55:20.975 --> 00:55:24.415
they've, you know, there's something special. They've opened your emails.

851
00:55:24.415 --> 00:55:28.020
You can see that they're on your list. Like, get them to buy the thing,

852
00:55:28.500 --> 00:55:30.120
and this is how you would do that.

853
00:55:31.860 --> 00:55:35.700
Yeah. So Calvin's got a really good nurture training sequence. You should do that for sure.

854
00:55:35.700 --> 00:55:40.180
Check it out. There's lots of schools of thought, but, basically, you know, you're

855
00:55:41.015 --> 00:55:47.275
soon as they sign up to your list, you're you're adding wait steps and emails basically to entice them to purchase.

856
00:55:47.735 --> 00:55:50.555
And we can make this, you know, very complicated

857
00:55:51.175 --> 00:55:56.075
by adding all kinds of conditionals. Like, did they have a tag? Did they buy? Just know that there's

858
00:55:56.440 --> 00:56:03.180
any question that you have about, like, is this okay, or why does why will this work with this particular situation?

859
00:56:03.480 --> 00:56:07.820
There's a simpler answer for that. Like, for an example, if you, you know,

860
00:56:08.360 --> 00:56:16.435
wanted it to make sure it didn't send day email day two and day three because for some other reason they bought, you could add,

861
00:56:17.375 --> 00:56:18.595
a conditional statement.

862
00:56:18.975 --> 00:56:20.435
Like, only if contact

863
00:56:22.380 --> 00:56:23.440
did not purchase

864
00:56:24.140 --> 00:56:25.519
not purchase product,

865
00:56:26.539 --> 00:56:28.319
and we'll call it the silos campaign

866
00:56:29.660 --> 00:56:32.240
product. So for this particular email,

867
00:56:33.500 --> 00:56:36.164
it's gonna not send. They're gonna get the first one.

868
00:56:36.305 --> 00:56:42.484
We're not gonna annoy them with the second one because they already bought, and you would add that same conditional to these other steps.

869
00:56:43.265 --> 00:56:47.605
So this is super important to do. Right? This is where automations become really important.

870
00:56:48.840 --> 00:56:50.220
The next thing to do

871
00:56:50.680 --> 00:56:53.580
would be to make sure that your product itself

872
00:56:54.440 --> 00:56:57.180
has some sort of onboarding or

873
00:56:57.640 --> 00:57:01.900
welcome email. So we're gonna go back to that product sales and then products,

874
00:57:03.080 --> 00:57:08.015
and we're gonna do the same thing. We're gonna find that product first. So that's campaign product.

875
00:57:09.515 --> 00:57:14.015
Yes. Or when they buy, you can add a trigger to stop the automation. You can totally do that.

876
00:57:14.315 --> 00:57:18.235
Good thinking, Beatrice. Just thinking in the right in the right mode of thought here.

877
00:57:18.235 --> 00:57:22.972
There is, like, seven different ways to do the same thing in Simplero,

878
00:57:23.160 --> 00:57:26.440
and we have a way for you that works with your brain. Right?

879
00:57:26.440 --> 00:57:28.840
Like, everyone thinks about things in a different format.

880
00:57:28.840 --> 00:57:31.160
I'm trying to just make it, like, you know, simple.

881
00:57:31.160 --> 00:57:33.580
It's all in one place here for this workshop, but

882
00:57:34.224 --> 00:57:34.724
definitely.

883
00:57:35.984 --> 00:57:37.925
So this is my product that we created

884
00:57:38.385 --> 00:57:40.484
together. Now I'm gonna add a welcome sequence.

885
00:57:40.865 --> 00:57:44.964
Right? So when someone gets access to this to this product, I don't wanna wait a day.

886
00:57:45.105 --> 00:57:47.825
I wanna give them, you know, information right away.

887
00:57:47.825 --> 00:57:50.990
So I'm gonna send them an email, and I'm gonna just say welcome.

888
00:57:52.410 --> 00:57:52.910
Welcome.

889
00:57:54.410 --> 00:57:54.910
And

890
00:58:00.410 --> 00:58:05.674
cool. And I'm not gonna do anything else. You get my drift. So purchase the product,

891
00:58:06.214 --> 00:58:07.335
welcome them with something.

892
00:58:07.335 --> 00:58:14.315
As I touched on before, Simplero is already gonna send them their username, their password, their access to their content, and their dashboard.

893
00:58:14.694 --> 00:58:15.660
That's gonna happen.

894
00:58:15.900 --> 00:58:20.780
A lot of people will build in a redundancy, and you can I'll just show you this trick on Calvin.

895
00:58:20.780 --> 00:58:26.240
So if you guys didn't know this existed, you can do that. If the people are getting that type of,

896
00:58:27.339 --> 00:58:27.839
authorization,

897
00:58:28.299 --> 00:58:29.200
you can add

898
00:58:29.740 --> 00:58:31.200
their Simplero ID

899
00:58:31.955 --> 00:58:33.415
and their password

900
00:58:34.355 --> 00:58:35.415
to this email

901
00:58:36.995 --> 00:58:42.435
just by using these handlebar brackets here. Right? This is a variable bracket. It's a liquid code.

902
00:58:42.435 --> 00:58:44.535
It pulls from that person's registration,

903
00:58:45.075 --> 00:58:49.039
and it will send them an email as well with their username and password.

904
00:58:49.259 --> 00:58:51.680
And then even you could go link to content.

905
00:58:52.160 --> 00:58:52.660
So

906
00:58:54.119 --> 00:58:54.619
boom.

907
00:58:55.099 --> 00:58:57.359
All that can happen in this email as well.

908
00:58:57.819 --> 00:59:02.235
Very common. So this is a place for you to talk to these people after they've signed up.

909
00:59:02.855 --> 00:59:03.915
Cool. Yes.

910
00:59:04.215 --> 00:59:05.195
Awesome, Danny.

911
00:59:06.135 --> 00:59:07.755
UI for the email you get upgraded?

912
00:59:08.855 --> 00:59:09.355
Yes.

913
00:59:09.735 --> 00:59:13.115
Right. Yes. We are upgrading UI constantly. So

914
00:59:14.300 --> 00:59:15.359
you may see changes

915
00:59:16.140 --> 00:59:19.020
from workshop to workshop even. But, yeah, just keep clicking around.

916
00:59:19.020 --> 00:59:21.599
You're gonna see cool new stuff all the time for sure.

917
00:59:21.900 --> 00:59:27.280
Big upgrades were to, like, this this right here, the way the products are kind of, you know, portrayed.

918
00:59:28.220 --> 00:59:35.465
But yeah. So that's it for the bulk of this workshop. We created a list. We created a product.

919
00:59:35.465 --> 00:59:41.305
We created the content delivery system, whether that's a membership site and then whatever else can fit on it.

920
00:59:41.305 --> 00:59:47.460
And then we created the avenue in by making a funnel that opts them into the list and entices them to buy.

921
00:59:49.360 --> 00:59:55.440
What else do you need? Right? The next piece is just gonna be what you actually do. Is it a course?

922
00:59:55.440 --> 00:59:57.620
Is it a scheduling link? Is it an event?

923
00:59:58.275 --> 01:00:02.295
Any of those things and then plugging that into this flow. Right?

924
01:00:02.355 --> 01:00:05.395
There are certain instances where people don't even need a membership site.

925
01:00:05.395 --> 01:00:09.875
If they're literally just selling coaching programs, for example, there's no site involved.

926
01:00:09.875 --> 01:00:14.240
They're just selling one on ones. So your product would give access to the coaching program

927
01:00:14.540 --> 01:00:16.080
inside the content tab.

928
01:00:16.420 --> 01:00:16.920
So

929
01:00:17.260 --> 01:00:21.760
that's why I didn't touch on that end piece because everyone's gonna be doing something a little bit different.

930
01:00:21.900 --> 01:00:24.785
But this should be the main structure that everyone

931
01:00:25.325 --> 01:00:26.785
basically could and should have.

932
01:00:27.005 --> 01:00:39.840
And then you can go get as wild and convoluted and crazy as you want, adding hundreds more lists that I know Sandy would just totally be upset about, and I I would agree with her or, you know, however you wanna build and structure your stuff.

933
01:00:41.360 --> 01:00:44.100
Real quick before we leave, just a quick thought.

934
01:00:45.120 --> 01:00:47.140
Let's see here. This guy right here.

935
01:00:48.800 --> 01:00:49.620
There's also

936
01:00:49.920 --> 01:00:52.185
arguments for manual touch points as well.

937
01:00:52.265 --> 01:00:58.445
So automate welcome emails, product access, onboarding reminders, class release timing with dripping.

938
01:00:58.505 --> 01:00:59.965
That's a whole another workshop.

939
01:01:00.265 --> 01:01:04.765
Nurture sequence follow ups, renewal reminders, reengagement nudges. Automate that stuff.

940
01:01:05.520 --> 01:01:09.780
Don't try and remember to do any of that. It's built into Simplero.

941
01:01:10.560 --> 01:01:14.560
Manual things that you could do, personal outreach after a one on one call.

942
01:01:14.560 --> 01:01:15.700
Milestone, congratulations.

943
01:01:16.240 --> 01:01:20.955
Customer support, we actually have support tickets for that too. Saw you join messages.

944
01:01:21.095 --> 01:01:22.395
You can go to events

945
01:01:22.775 --> 01:01:26.315
and go, you know, reach out to people that made it into your event.

946
01:01:26.535 --> 01:01:28.395
Renewal conversations for high ticket

947
01:01:28.695 --> 01:01:31.915
and then, you know, exception handling if they have they have issues.

948
01:01:32.215 --> 01:01:33.410
So always think about it like that.

949
01:01:33.410 --> 01:01:36.930
If you have to do it more than once, you should definitely be automating it.

950
01:01:36.930 --> 01:01:39.830
And then if it requires that special touch,

951
01:01:40.290 --> 01:01:41.030
do it manually.

952
01:01:43.170 --> 01:01:44.150
Alright, gang.

953
01:01:44.705 --> 01:01:45.585
We went over.

954
01:01:45.585 --> 01:01:50.565
But if you guys have any questions, we've been kinda hitting them as they go, but please feel free

955
01:01:51.105 --> 01:01:51.605
to

956
01:01:52.225 --> 01:01:56.545
unmute and let me know what your thoughts are. I'm just gonna actually stop sharing real quick.

957
01:01:56.545 --> 01:01:59.605
I have to send a quick message, but please unmute if you got anything,

958
01:02:00.039 --> 01:02:01.740
and I'll let you know. Go ahead.

959
01:02:02.200 --> 01:02:06.299
Yeah. It's not a question. I wanted to add a comment to what you just said about manual touchpoints

960
01:02:07.079 --> 01:02:13.339
because I realized that you could in some cases, I I don't know the use cases, but you can add a trigger somewhere

961
01:02:13.704 --> 01:02:16.924
that sends you a notification email for something you need to do.

962
01:02:17.305 --> 01:02:21.005
So my my use case is that I'm gonna host a retreat soon,

963
01:02:21.305 --> 01:02:28.845
and I need to tag the attendees to make sure they are in the retreat that day so that they receive the email sequence,

964
01:02:29.430 --> 01:02:30.410
after the event.

965
01:02:30.790 --> 01:02:34.170
And I thought that was cool. So I I tagged my automation.

966
01:02:34.230 --> 01:02:38.730
I tagged myself at at noon that day to remember to type it.

967
01:02:39.670 --> 01:02:44.275
That's amazing. I've never actually like, that's, like, duh. That's amazing.

968
01:02:44.275 --> 01:02:48.855
I've never seen someone do that before, and I'm gonna definitely do that. That's so smart.

969
01:02:49.235 --> 01:02:49.835
Yep. Yeah.

970
01:02:49.835 --> 01:03:00.490
So, yeah, what you're saying is, like, any step in that automation or even if it's especially if it's time based, like, that that next step could be fire an email to yourself and be like, tag all these people.

971
01:03:00.790 --> 01:03:01.290
Exactly.

972
01:03:01.910 --> 01:03:02.730
That's awesome.

973
01:03:03.270 --> 01:03:04.890
That's brilliant, Beatrice.

974
01:03:05.830 --> 01:03:06.650
Super smart.

975
01:03:07.030 --> 01:03:08.890
Thank you. Super smart.

976
01:03:09.755 --> 01:03:14.415
So so this thank you. I would love so this took the scaries out of the automation

977
01:03:14.875 --> 01:03:17.695
for me and and funnel, quite frankly,

978
01:03:18.075 --> 01:03:21.195
as far as, like, your back end, how it actually handles.

979
01:03:21.195 --> 01:03:25.135
Like, I know funnels, but how Simplero does funnels Right. That was amazing.

980
01:03:25.730 --> 01:03:28.950
Yep. I would love to have the scary taken out of the word trigger.

981
01:03:29.410 --> 01:03:32.789
It triggers It's a trigger. Oh, look. I have another nodding with Heather.

982
01:03:33.170 --> 01:03:37.270
I and I understand that they're like, somebody described it once. It's like,

983
01:03:38.454 --> 01:03:42.555
one is an action and and another one is just something. But I I

984
01:03:42.855 --> 01:03:46.214
to demystify it and to take the scaries out of it would be awesome. Yeah.

985
01:03:46.214 --> 01:03:51.494
Let's go just do let's go just make a bunch of triggers, like, for real. It's, like, not a problem.

986
01:03:51.494 --> 01:03:52.234
Yeah. Exactly.

987
01:03:53.220 --> 01:03:56.440
Exactly. I would love that. I would go I would come to that.

988
01:03:56.740 --> 01:03:58.260
Sure. No. I mean, I'm gonna do right now.

989
01:03:58.260 --> 01:04:04.820
Like, we're gonna go into my list, and I'm gonna add some triggers to this that mean nothing, and you'll see why that's okay.

990
01:04:04.820 --> 01:04:06.119
Right? So

991
01:04:06.905 --> 01:04:09.805
a trick all the trigger does, and this is what you're probably referencing,

992
01:04:10.105 --> 01:04:14.505
is when this happens, then this happens. That's all triggers mean. Right?

993
01:04:14.505 --> 01:04:20.045
Like, it's listening for a very specific action to take place, and then it does something with that action.

994
01:04:20.720 --> 01:04:25.859
Right? So triggers are for you, and you can put them basically on any object,

995
01:04:26.319 --> 01:04:30.099
like scheduling link. It's gonna literally listen for people to reschedule,

996
01:04:30.720 --> 01:04:37.714
listen for them to schedule, listen for them to, you know, take certain actions upon that object that'll be very specific.

997
01:04:37.775 --> 01:04:41.214
Like, if like, if I wanna add triggers to the list, I only have a few things. Right?

998
01:04:41.214 --> 01:04:44.195
I can't just make a trigger up doing whatever I wanted.

999
01:04:44.415 --> 01:04:47.075
It's literally listening listening for an activation,

1000
01:04:47.615 --> 01:04:48.275
a deactivation,

1001
01:04:48.575 --> 01:04:51.880
or just an an ask whether or not they're already subscribed.

1002
01:04:51.880 --> 01:04:53.880
This is a little bit more convoluted in that kind of thing.

1003
01:04:53.880 --> 01:04:57.660
Cindy, are you are you like a wellness coach? Are you are you triggered by the word trigger?

1004
01:04:59.800 --> 01:05:00.700
She's a VA.

1005
01:05:01.240 --> 01:05:05.180
I sometimes think about it, but, unfortunately, I like, it's like an IT

1006
01:05:05.535 --> 01:05:08.835
term. I I live in The USA. It's a lot more physical than that.

1007
01:05:09.454 --> 01:05:10.515
Yes. I know.

1008
01:05:10.974 --> 01:05:12.434
That's that's I do too.

1009
01:05:12.895 --> 01:05:13.395
Yeah.

1010
01:05:14.095 --> 01:05:17.234
So so for instance, like, subscription is activated.

1011
01:05:17.535 --> 01:05:20.515
This is where people get, like, deer in the headlights.

1012
01:05:20.580 --> 01:05:24.680
There's so many things you can do, but you're not gonna break anything. Right?

1013
01:05:24.980 --> 01:05:27.460
Like all it's doing is what you told it to do.

1014
01:05:27.460 --> 01:05:32.020
Like for example, like Beatrice said, you can send a notification email or send an email.

1015
01:05:32.020 --> 01:05:36.525
You can say who to send it to. You could send text messages to yourself. Like, you can

1016
01:05:36.985 --> 01:05:40.925
start a automation. You just subscribe to people to list. Like,

1017
01:05:41.225 --> 01:05:42.825
just don't be afraid of them.

1018
01:05:42.825 --> 01:05:47.065
Always what you can always do is, like, through scheduling link, I'll show you that.

1019
01:05:47.065 --> 01:05:52.060
Just click on that little trigger icon, and then just click on your screen. Yeah. Sorry.

1020
01:05:52.060 --> 01:05:53.360
Let me do that. Let me

1021
01:05:56.620 --> 01:05:57.120
So

1022
01:05:59.100 --> 01:06:03.875
here's an object that we use all the time. So it's just saying, like, here's a scheduling link.

1023
01:06:03.875 --> 01:06:05.015
Right? One on ones.

1024
01:06:05.555 --> 01:06:07.735
I'm going to add a trigger to it.

1025
01:06:07.875 --> 01:06:12.455
I only get a few options, and these are the options that work for this particular object.

1026
01:06:12.675 --> 01:06:14.535
Is it scheduled? Is it rescheduled?

1027
01:06:14.835 --> 01:06:16.455
Is it canceled? Is it reassigned?

1028
01:06:16.915 --> 01:06:19.950
So you're gonna pick one of those that's helpful. Let's say it's canceled.

1029
01:06:20.650 --> 01:06:22.990
What I wanna do is add a tag.

1030
01:06:23.769 --> 01:06:28.190
Now I can search tags, or I can create one right here. I'm gonna say

1031
01:06:28.569 --> 01:06:29.069
canceled

1032
01:06:30.915 --> 01:06:32.055
one on one.

1033
01:06:33.235 --> 01:06:34.855
Now that contact record

1034
01:06:35.555 --> 01:06:36.855
will always have

1035
01:06:37.395 --> 01:06:42.675
a canceled one on one tag if they canceled it. Now how does that help me?

1036
01:06:42.675 --> 01:06:47.549
It means I can go into my contact record, my big ass list someday, just my contacts,

1037
01:06:47.930 --> 01:06:50.910
and I can literally look for that particular tag.

1038
01:06:51.369 --> 01:06:54.349
So that's just one job a trigger could have done. Right?

1039
01:06:54.410 --> 01:06:59.630
Could have shown me exactly who canceled my one on one calls, and then maybe I could send him an email later.

1040
01:07:00.089 --> 01:07:02.625
Like, the point is to not be afraid of what triggers do.

1041
01:07:02.625 --> 01:07:05.585
You're only limited to what the object allows it to do.

1042
01:07:05.585 --> 01:07:09.365
So you can't, like, make a scheduling link trigger, you know,

1043
01:07:09.985 --> 01:07:14.885
unsubscribe someone from something. Like, it's just not how that action works.

1044
01:07:15.265 --> 01:07:16.485
So But for instance

1045
01:07:16.945 --> 01:07:20.010
Go ahead. If you went back to that funnel that you created

1046
01:07:20.549 --> 01:07:21.930
Mhmm. And then

1047
01:07:22.309 --> 01:07:22.970
the instant

1048
01:07:23.270 --> 01:07:23.770
they

1049
01:07:25.510 --> 01:07:30.329
okay. They were getting a, like, a free product or whatever in it, I think. So the instant they

1050
01:07:31.075 --> 01:07:34.695
actually receive the free product, you could, for instance, put in a trigger

1051
01:07:35.715 --> 01:07:36.375
that says

1052
01:07:36.915 --> 01:07:37.415
add,

1053
01:07:39.475 --> 01:07:40.375
receipt of

1054
01:07:40.995 --> 01:07:41.815
this program

1055
01:07:43.030 --> 01:07:43.850
under their contract.

1056
01:07:44.630 --> 01:07:47.130
Sure. But we don't need a trigger for that because

1057
01:07:47.430 --> 01:07:50.230
this funnel, this connect the meet so we gotta set Right.

1058
01:07:50.230 --> 01:07:54.010
It's already in it, but I'm just saying I'm just giving a for instance because I don't do events.

1059
01:07:54.230 --> 01:07:55.450
So your event trigger

1060
01:07:56.310 --> 01:07:58.810
explanation didn't make any sense to me.

1061
01:07:59.214 --> 01:08:05.075
So, like, for example so we're adding to this funnel step. All I have is opt in and page viewed.

1062
01:08:05.375 --> 01:08:08.435
Mhmm. So if they opt in, yes, I could technically

1063
01:08:08.974 --> 01:08:10.835
start something. I could start,

1064
01:08:11.270 --> 01:08:12.089
you know, an

1065
01:08:12.550 --> 01:08:15.349
automation or send them an email or do something like that.

1066
01:08:15.349 --> 01:08:18.330
But Or send yourself an email saying, hey. Check back in.

1067
01:08:18.870 --> 01:08:21.210
Yep. Exactly. Got it. Okay.

1068
01:08:22.069 --> 01:08:24.810
Okay. Got it. Okay. I'll start experimenting.

1069
01:08:25.545 --> 01:08:29.865
Content delivery, though, always think about that on the list or product level. Right?

1070
01:08:29.865 --> 01:08:34.045
Like, this funnel has nothing to do with them getting my free PDF, basically.

1071
01:08:34.104 --> 01:08:39.805
This is just where these pieces lie. Hey. I understand. Yeah. Yeah. They opt me into the list.

1072
01:08:40.170 --> 01:08:40.990
Okay. Cool.

1073
01:08:41.850 --> 01:08:44.830
Yeah. But funnels have a very specific activity. Yeah.

1074
01:08:45.130 --> 01:08:45.610
Right.

1075
01:08:45.610 --> 01:08:51.290
They're not Funnels are confusing for people too because, like, the big f funnel can be it's a marketing term.

1076
01:08:51.290 --> 01:08:56.195
It's like, anytime they hear about you is up here, like, come come from a newspaper or a radio ad.

1077
01:08:56.195 --> 01:08:59.155
And, like, then they get to the middle where they, like, read a couple emails from you.

1078
01:08:59.155 --> 01:09:01.395
And then the bottom of the funnel, they buy your product. Right.

1079
01:09:01.395 --> 01:09:05.095
In Claro, all we mean is, like, the visual steps behind

1080
01:09:05.635 --> 01:09:11.390
your, you know, online campaign, your opt ins, your scheduling, and stuff like that. Nice.

1081
01:09:11.770 --> 01:09:14.590
Cool. I'm going to start experimenting with triggers. Thank you.

1082
01:09:15.130 --> 01:09:16.030
I have permission.

1083
01:09:17.130 --> 01:09:23.130
Yes. You're welcome to do whatever. And if you mess it up, we'll fix it for you. I know.

1084
01:09:23.130 --> 01:09:24.189
You guys are awesome.

1085
01:09:24.570 --> 01:09:25.470
Oh, well done.

1086
01:09:25.925 --> 01:09:31.465
Thank you so much. That was a cool guys. It was really nice to see you. Great to have you all here.

1087
01:09:32.325 --> 01:09:34.265
Tell your friends. Thank you.

1088
01:09:34.965 --> 01:09:36.025
Have a good night.

1089
01:09:37.205 --> 01:09:37.606
Bye.