WEBVTT 1 00:00:14.015 --> 00:00:14.755 Good morning. 2 00:00:19.615 --> 00:00:20.275 Good afternoon. 3 00:00:21.055 --> 00:00:23.154 Oh, I guess it is afternoon for you. 4 00:00:24.750 --> 00:00:28.770 That time change always gets me. I always say morning, and it's usually your guys' day. 5 00:00:30.670 --> 00:00:33.710 We'll wait a little bit. I had about 22 6 00:00:33.710 --> 00:00:34.210 people 7 00:00:34.590 --> 00:00:35.650 signed up, so, 8 00:00:36.430 --> 00:00:39.275 I just wanna make sure I give folks a chance 9 00:00:40.295 --> 00:00:42.295 to click on the join link and get, 10 00:00:42.775 --> 00:00:43.275 in 11 00:00:43.735 --> 00:00:45.175 before I dive in. 12 00:00:45.655 --> 00:00:48.155 I don't want anyone to miss too much. 13 00:00:50.710 --> 00:00:52.730 I see a couple new names. 14 00:00:55.270 --> 00:00:58.570 Nance, I know we know each other, and we've seen each other plenty of times. 15 00:01:00.870 --> 00:01:05.310 But, for the rest of you, my name is Justine. I'm a support specialist with Simplero. 16 00:01:06.345 --> 00:01:07.625 I do a lot of the workshops, 17 00:01:08.185 --> 00:01:11.405 either the implementation workshops or the special topic ones. 18 00:01:11.945 --> 00:01:14.685 But if you submit support tickets, you may also, 19 00:01:15.625 --> 00:01:17.725 come in touch with me there as well. 20 00:01:19.305 --> 00:01:19.945 But I 21 00:01:21.130 --> 00:01:24.590 you know, these these calls are kind of a chance to dive into things. 22 00:01:24.970 --> 00:01:30.510 Our implementation workshops are usually a lot more broad in terms of just, like, asking whatever questions you want, 23 00:01:31.050 --> 00:01:38.845 where top workshops like today are kind of more, like, in-depth than kinda just diving into very specific aspects, 24 00:01:39.865 --> 00:01:42.125 within the within the system. So, 25 00:01:44.185 --> 00:01:47.564 I will get started here, and I'll give a few more minutes. 26 00:01:48.259 --> 00:01:51.399 But if you guys have any questions or anything before we get started, 27 00:01:51.860 --> 00:01:53.320 don't hesitate to, 28 00:01:53.939 --> 00:01:59.079 come off mute and let me know. I'm more than happy to help answer them. 29 00:02:05.735 --> 00:02:08.935 No questions, Sussan. But but, Justin, I I have to go. 30 00:02:08.935 --> 00:02:12.475 Unfortunately, in in half an hour, I have to drive some kids to to tennis. 31 00:02:12.935 --> 00:02:13.755 So Mhmm. 32 00:02:14.225 --> 00:02:14.725 FYI. 33 00:02:15.180 --> 00:02:16.940 Yeah. Okay. Definitely. Hopefully 34 00:02:17.420 --> 00:02:19.680 I mean, you know, I I talk fast. So, 35 00:02:20.220 --> 00:02:25.100 hopefully, we get lots covered by then, but, you know, toting kids around to activities never stops. 36 00:02:25.100 --> 00:02:25.600 They're 37 00:02:25.900 --> 00:02:26.800 always busy. 38 00:02:27.525 --> 00:02:36.265 I don't know about you guys or if you guys get, like, a break during the summer, but I'm definitely looking forward to summer break and not having as many activities to run to. 39 00:02:36.965 --> 00:02:37.785 Me too. 40 00:02:39.045 --> 00:02:39.545 Yeah. 41 00:02:41.989 --> 00:02:44.170 Alright. I don't know where everybody is today. 42 00:02:44.790 --> 00:02:46.569 Let me just double check real quick. 43 00:02:54.255 --> 00:02:57.315 Maybe everybody's still trying to get coffee first. I would. 44 00:02:58.415 --> 00:03:01.535 But the topic is that's about the opt in Calvin. Right? 45 00:03:01.535 --> 00:03:05.315 But because I'm curious about that that, that topic. That's why I joined today. 46 00:03:05.855 --> 00:03:09.140 Yeah. Yep. It's, about creating, like, a seamless opt in campaign. 47 00:03:09.840 --> 00:03:13.380 So I'll just I'll dive in kind of, like, what we are planning on covering today, 48 00:03:14.000 --> 00:03:19.395 is, you know, like it like the title says, is creating that seamless opt in campaign of being able to allow folks 49 00:03:19.875 --> 00:03:22.455 to submit a sign up form of some capacity 50 00:03:22.995 --> 00:03:24.535 and then, you know, 51 00:03:24.835 --> 00:03:31.535 getting to decide, like, how things work along the way, making sure that all of the pieces are connected how you want inside of Simplero. 52 00:03:32.610 --> 00:03:33.910 A lot of folks will 53 00:03:34.370 --> 00:03:39.910 say, well, I just I want to them to get on my my list or I want them on my newsletter or I want to give them a freebie, 54 00:03:40.450 --> 00:03:41.270 but sometimes 55 00:03:41.810 --> 00:03:44.870 understanding how to do it in the system doesn't quite 56 00:03:45.635 --> 00:03:46.595 connect. Right? 57 00:03:46.595 --> 00:03:53.095 So today's goal is kind of a chance to dive into that and, like, seeing what in the system you kinda need to get set up, 58 00:03:53.555 --> 00:03:54.935 where to look for things, 59 00:03:55.235 --> 00:03:56.855 how to get things kind of connected. 60 00:03:57.715 --> 00:03:59.735 I try to make sure that I'm 61 00:04:00.160 --> 00:04:04.740 structured and go through all of the different, like, pieces that I intend to go through, 62 00:04:05.520 --> 00:04:11.840 but my mind and the way that I I speak and talk sometimes, I end up on a tangent and I end up in a a different direction. 63 00:04:11.840 --> 00:04:12.340 So, 64 00:04:12.880 --> 00:04:18.585 I will do my best, very, very best to try and stay on topic and stay on path. 65 00:04:19.285 --> 00:04:21.305 But just a forewarning that I do 66 00:04:21.605 --> 00:04:22.985 tend to wander. 67 00:04:24.005 --> 00:04:26.585 Wouldn't that cover can I ask a question more? 68 00:04:26.940 --> 00:04:30.940 Yes. Because I'm seeking inspiration to what works and what doesn't. 69 00:04:30.940 --> 00:04:33.200 So so it could be like offering a freebie, 70 00:04:33.580 --> 00:04:35.600 offering a recording to a webinar, 71 00:04:36.540 --> 00:04:39.280 live webinar. It could be, you know, the list goes on. 72 00:04:40.005 --> 00:04:41.865 Mhmm. Yeah. I think it 73 00:04:42.565 --> 00:04:43.865 having something to offer, 74 00:04:45.125 --> 00:04:47.065 when somebody opts in is definitely 75 00:04:47.445 --> 00:04:49.625 a good point. Like, I think that it's actually 76 00:04:50.485 --> 00:05:00.350 something that everybody should do in some capacity, whether it is a downloadable or if it is, like, you know, a free course or it's a free webinar or a recording. 77 00:05:00.350 --> 00:05:03.570 Right? Having something to encourage folks to opt in 78 00:05:03.950 --> 00:05:09.330 is so powerful because it it makes them feel like they're earning something. Right? They're 79 00:05:09.805 --> 00:05:14.205 like, you don't wanna necessarily give your name and email out to someone just to store it. Right? 80 00:05:14.205 --> 00:05:19.504 Like, in today's day and age, everybody's pretty protective of, like, your information and 81 00:05:19.884 --> 00:05:22.065 who you're willing to give it to, but, like, 82 00:05:22.460 --> 00:05:27.920 I know for myself, I am a sucker for a free downloadable. Like, you tell me that I can get a 83 00:05:28.300 --> 00:05:31.120 a free PDF on a cleaning organization 84 00:05:31.660 --> 00:05:35.975 schedule or, like, something to deal with my kids. Right? You you sold me. 85 00:05:35.975 --> 00:05:39.995 Something free that I can download, and then next thing you know, you're stuck on that list. Right? 86 00:05:40.135 --> 00:05:40.635 So 87 00:05:41.014 --> 00:05:48.055 I my husband jokes all the time that I am, like, a marketer's, like, ideal client because I am such a sucker for a lot of things. 88 00:05:48.055 --> 00:05:53.530 And I'm just like, heck yeah. I get something free. Why not? Like, you know, naive. But 89 00:05:54.069 --> 00:05:56.729 that's kinda just the point of, like, you wanna get people 90 00:05:57.270 --> 00:05:59.750 encouraged, and you want them to want to be on your list. 91 00:05:59.750 --> 00:06:04.415 You don't want them to just think like, oh, here's another person I'm gonna get emails from. Right? 92 00:06:04.415 --> 00:06:05.795 We all get lots of emails. 93 00:06:06.655 --> 00:06:11.155 So you wanna have something that makes them feel like they're getting value out of it. 94 00:06:11.375 --> 00:06:13.475 And I do know that, like, the downloadable 95 00:06:13.789 --> 00:06:16.770 aspect is something that I've kinda seen an increase in, 96 00:06:17.310 --> 00:06:25.889 but also, like, a free webinar if that's, like, once a month or once a week or or what have you where maybe it is a live one like this or maybe it is a recording. 97 00:06:26.955 --> 00:06:30.815 We recently just had I don't know if you've seen it, Mads, but, 98 00:06:31.195 --> 00:06:34.095 there's a new countdown timer for the two point o page builder, 99 00:06:34.555 --> 00:06:36.895 which is intended to be more of that 100 00:06:37.595 --> 00:06:44.840 evergreen feel of, like, being you know, they get one hour or one day to download something or view something. 101 00:06:45.720 --> 00:06:47.100 And it's a lot 102 00:06:48.200 --> 00:06:48.700 simpler 103 00:06:49.240 --> 00:06:54.300 and but also more robust than what, like, the legacy page builder had for, 104 00:06:55.215 --> 00:06:58.275 the deadline funnels. I know I used the the timer. 105 00:06:58.335 --> 00:07:03.155 I don't know whether it has an effect or not, but but, I like the concept of concept of it. Yeah. 106 00:07:03.375 --> 00:07:06.035 Yeah. I think that the the concept of the the 107 00:07:06.415 --> 00:07:07.555 the countdown timers, 108 00:07:08.520 --> 00:07:11.640 just helps create urgency of, like, you're gonna miss out. Right? 109 00:07:11.640 --> 00:07:17.800 Like, if you don't get this offer within an hour, right, you're gonna get, like, the regular price. 110 00:07:17.800 --> 00:07:19.640 You're not gonna get, like, $15 111 00:07:19.640 --> 00:07:20.380 off. Right? 112 00:07:21.400 --> 00:07:21.900 So 113 00:07:22.585 --> 00:07:23.485 I think psychologically, 114 00:07:24.425 --> 00:07:26.365 it does have some sort of an impact, 115 00:07:27.384 --> 00:07:28.604 with creating urgency. 116 00:07:29.224 --> 00:07:29.724 But, 117 00:07:30.345 --> 00:07:33.305 I will start diving in now, 118 00:07:33.625 --> 00:07:35.400 that I've kind of rambled a bit. 119 00:07:36.440 --> 00:07:40.699 Giselle, hopefully, I'm saying your name right. There will be a copy of the recording. 120 00:07:41.320 --> 00:07:47.259 It will be imported into our help guides. I will, send you the link for where the current one is. 121 00:07:47.944 --> 00:07:52.604 The ones like these, the create your seamless opt in campaign, these are ones that we do 122 00:07:52.905 --> 00:07:55.565 yearly, and we update based off of what, 123 00:07:57.065 --> 00:08:01.324 like, as a system updates. Because I'm sure you guys have seen, like, we update often, and 124 00:08:01.699 --> 00:08:03.540 things are always evolving for the better. 125 00:08:03.540 --> 00:08:06.600 And so it's we wanna make sure that the workshops are relevant. 126 00:08:07.620 --> 00:08:09.160 But then we also have additional 127 00:08:09.860 --> 00:08:10.760 extra workshops 128 00:08:11.139 --> 00:08:14.520 that are kind of, like, special topic that we've been adding, 129 00:08:14.979 --> 00:08:16.615 that we haven't been doing 130 00:08:16.995 --> 00:08:18.135 in previous years. 131 00:08:18.835 --> 00:08:20.295 For example, one was 132 00:08:21.955 --> 00:08:23.575 the evergreen funnel one, 133 00:08:24.115 --> 00:08:25.335 onboarding that activates, 134 00:08:26.195 --> 00:08:28.915 you know, a DFY one on one coaching bundle. 135 00:08:28.915 --> 00:08:32.590 Those ones are ones that they might not be done in a year, 136 00:08:33.130 --> 00:08:37.993 or, like, redone. But these ones, like, create your seamless opt in Calvin, 137 00:08:38.570 --> 00:08:41.929 I think I have one coming up about another one about events coming, 138 00:08:43.674 --> 00:08:48.095 and other ways, like how to communicate with your audience. Those ones are all gonna be ones that 139 00:08:48.795 --> 00:08:52.575 we do yearly to keep up to date and keep relevant. So, 140 00:08:53.595 --> 00:08:54.555 as I dive in, 141 00:08:55.275 --> 00:08:58.575 one of the things that you want to make sure you start with is, 142 00:08:59.220 --> 00:09:02.980 obviously, like, you wanna make sure that your email settings and things like that are all set up. 143 00:09:03.220 --> 00:09:05.560 It's kind of like one of those, like, housekeeping aspects 144 00:09:06.020 --> 00:09:10.040 inside of your settings icon here and then going down to email settings. 145 00:09:10.420 --> 00:09:14.040 I definitely, definitely encourage making sure that your email domain 146 00:09:14.345 --> 00:09:22.365 and your sender email, before you get any opt ins, are all squared away and all ready to go just so that you can make sure that your emails are getting delivered. 147 00:09:23.305 --> 00:09:29.885 You also wanna go into your account settings, so that's in that little gear icon here and then down to your account settings. 148 00:09:30.310 --> 00:09:31.770 And then if you scroll 149 00:09:32.390 --> 00:09:33.370 towards the bottom, 150 00:09:34.070 --> 00:09:35.130 we have our GDPR, 151 00:09:35.430 --> 00:09:36.170 like, data, 152 00:09:37.030 --> 00:09:42.375 consent. So this is gonna be, like, your account wide setting, but, like, on list, 153 00:09:43.095 --> 00:09:50.795 and on opt in forms, you kind of have especially two point o, opt ins, you have the option to kind of change that for specific, 154 00:09:51.655 --> 00:09:53.115 pages or specific, 155 00:09:54.215 --> 00:09:59.339 list where you can decide you don't want a GDPR consent even if you have it on 156 00:09:59.959 --> 00:10:02.540 account wide. So if you are 157 00:10:03.000 --> 00:10:06.220 in a part of the world where you are gonna have GDPR, 158 00:10:06.920 --> 00:10:10.715 turned on, I would definitely encourage getting that done in that account settings. 159 00:10:11.015 --> 00:10:13.115 Typically, that is a lot of our EU friends, 160 00:10:13.735 --> 00:10:15.995 folks that are on the other side of the world. 161 00:10:16.375 --> 00:10:23.515 And, like, if, you know, the Americans and and North America, we don't necessarily have that same GDPR consent, 162 00:10:24.010 --> 00:10:25.310 for ourselves typically. 163 00:10:25.529 --> 00:10:33.390 Maybe we'll have that in the future, but I would encourage it at minimum being for, you know, the only for contacts that are in The EU and UK, 164 00:10:34.089 --> 00:10:36.430 even if you don't do it account wide, 165 00:10:37.695 --> 00:10:40.595 just because a lot of folks are conscious of how they use 166 00:10:41.055 --> 00:10:41.875 their data. 167 00:10:42.575 --> 00:10:47.235 The other aspect is going to go to your contacts here and then down to list. 168 00:10:47.455 --> 00:10:49.680 Now you can have all kinds of lists. 169 00:10:50.160 --> 00:11:01.779 Whatever is right here with the little house icon is going to be considered your house list, which is often what is gonna be referenced when somebody agrees to marketing on things like an order form or, 170 00:11:02.720 --> 00:11:04.100 if you don't have it 171 00:11:04.795 --> 00:11:06.175 connected to something specific, 172 00:11:06.955 --> 00:11:15.375 like if you didn't overwrite it on that order form then it would automatically go to that default newsletter, but you can always change it especially on the landing page side. 173 00:11:15.595 --> 00:11:19.055 So I'm gonna go and create a new list for today's workshop. 174 00:11:21.870 --> 00:11:31.570 Now inside of your list, we have additional settings that are kind of important to be conscious of when you're getting things set up as well, such as your double opt in. 175 00:11:31.630 --> 00:11:37.524 So the double opt in is going to be whether or not you want an email sent out to somebody and then have them agree, like, yes. 176 00:11:37.524 --> 00:11:40.185 I did actually sign up for this. I do want to be on this list. 177 00:11:40.565 --> 00:11:42.024 If they are not confirmed, 178 00:11:42.485 --> 00:11:44.505 they will just sit on the list as an unconfirmed 179 00:11:45.285 --> 00:11:46.745 non active subscriber. 180 00:11:47.605 --> 00:11:51.065 And then now you can also customize that confirmation email. 181 00:11:51.570 --> 00:11:52.070 And, 182 00:11:52.530 --> 00:11:55.510 a recent update we've had, I think, in the last six months is, 183 00:11:56.050 --> 00:11:59.510 we now have it so that all of the system generated text 184 00:11:59.890 --> 00:12:03.270 should automatically be translated into the user's 185 00:12:04.765 --> 00:12:07.025 profile language. So if 186 00:12:07.725 --> 00:12:18.145 your account, for example, is in English, but then you have a user who's using French or Spanish, this should automatically be populated in their language when they opt in. 187 00:12:18.270 --> 00:12:21.630 And then you can also change, like, what you want your confirm button to be. 188 00:12:21.630 --> 00:12:25.250 So if you don't want this to say confirm, you could say something different. 189 00:12:25.710 --> 00:12:30.850 Now when you see things like this where it says, like, receive emails from the workshop list, 190 00:12:31.404 --> 00:12:34.065 this is going to be whatever this name is here. 191 00:12:34.205 --> 00:12:40.385 So this is going to be, like, the user facing name that they're gonna see even on their subscription list, 192 00:12:40.765 --> 00:12:44.945 and then your internal name, you can always change to something different for your own, 193 00:12:45.519 --> 00:12:47.300 like, reference of how to, 194 00:12:48.959 --> 00:12:51.220 kinda know which which lists are which. 195 00:12:51.279 --> 00:12:54.579 Sometimes folks will have a lot of lists that are very similar name. 196 00:12:54.959 --> 00:13:00.500 So having something internal that helps you kinda decipher which one. Maybe one is like a 197 00:13:00.815 --> 00:13:04.515 a workshop April 2026, and then another could be April 20, 198 00:13:05.615 --> 00:13:08.834 '20 '7. But you wanna make sure that it's only you're facing 199 00:13:09.214 --> 00:13:14.274 towards you. Mads, I saw you have your hand up. Yeah. And while you're at it, so so I always 200 00:13:14.820 --> 00:13:15.320 make 201 00:13:16.500 --> 00:13:19.640 the enable double opt in. I always deactivate it. 202 00:13:20.020 --> 00:13:25.640 Mhmm. So should should I have that active? Is that is that, what you recommend because of GDPR? 203 00:13:26.980 --> 00:13:29.464 I don't know that I have, like, a set recommendation. 204 00:13:29.845 --> 00:13:33.144 I've seen folks kind of just do it all over the place. Like, 205 00:13:33.605 --> 00:13:38.485 I don't know what the regulations are in terms of requiring it. I'll have to double check that. 206 00:13:38.485 --> 00:13:42.959 But I do see a lot of folks turn it off, especially, like, if you're importing, 207 00:13:43.500 --> 00:13:46.480 from, like, another system or an existing list. 208 00:13:46.620 --> 00:13:50.959 Having that turned off can be really beneficial of, like, maybe 209 00:13:51.420 --> 00:13:52.160 you're doing, 210 00:13:52.620 --> 00:13:57.704 you know, a cleanup of your list or things like that, or you wanna move people around Yeah. 211 00:13:57.904 --> 00:14:01.904 Having that so they're not getting a notice that you're doing something on the back end can be helpful. 212 00:14:01.904 --> 00:14:06.065 Yeah. Because it's an additional step for for the for the lead. Right? Yeah. 213 00:14:06.065 --> 00:14:07.105 That they have to do this. 214 00:14:07.105 --> 00:14:13.070 And so that's why I deactivated to make it similar to when when the person has, say, Calvin an email, that's it. 215 00:14:13.530 --> 00:14:14.010 Right. 216 00:14:14.010 --> 00:14:23.824 Because well and because if they don't if they don't agree to the double opt in, they're not gonna get your information in terms of, like, your automations or any additional emails that you might wanna send to them. 217 00:14:23.824 --> 00:14:24.725 So if somebody, 218 00:14:25.185 --> 00:14:32.885 you know, if this was attached to an event, for example, and you wanted to notify folks for future events, they wouldn't be able to get it. 219 00:14:32.945 --> 00:14:34.165 So I personally 220 00:14:34.569 --> 00:14:40.750 like to turn it off. I know some folks very much prefer to have it on. So I think it's a lot of 221 00:14:41.449 --> 00:14:41.949 preference. 222 00:14:43.850 --> 00:14:48.910 But, yeah, I'm not I'm not entirely confident on, like, what the regulations are in terms of requiring it. 223 00:14:49.635 --> 00:14:50.455 Oh, okay. 224 00:14:50.835 --> 00:14:51.335 Yeah. 225 00:14:52.755 --> 00:15:00.615 You also have, like I mentioned earlier, you have the option in your list settings to be able to either skip it for this list for the GDPR consent, 226 00:15:00.915 --> 00:15:04.089 or you can put a custom message only for this list. 227 00:15:04.089 --> 00:15:09.629 So if you don't want it to say, like, I agree to marketing, maybe it could be I agree to additional 228 00:15:10.810 --> 00:15:11.709 emails about, 229 00:15:12.089 --> 00:15:17.389 events or whatever it is you would like here that is not going to be similar to your account 230 00:15:17.930 --> 00:15:18.430 wide, 231 00:15:18.895 --> 00:15:20.035 GDPR message. 232 00:15:20.895 --> 00:15:26.355 This is like a newer addition, I would say, in the last few months, probably six or six to nine months, I would think, 233 00:15:27.214 --> 00:15:33.620 that I think is actually a really great addition to be able to have that that ability to customize it at that list level. 234 00:15:35.120 --> 00:15:36.420 Let's see. And then 235 00:15:36.800 --> 00:15:38.820 the other thing is your emails. 236 00:15:39.040 --> 00:15:42.580 So if you wanted to def if you wanted to override, like, your default, 237 00:15:43.040 --> 00:15:44.260 sender email address 238 00:15:44.574 --> 00:15:49.615 for this list that is not going to be similar to, like, your account level, you can definitely do that as well. 239 00:15:49.615 --> 00:15:53.154 And I've seen that with folks that might have multiple different domains 240 00:15:53.615 --> 00:15:58.115 for different things, and you want a different domain use for this list versus a different list. 241 00:16:00.110 --> 00:16:05.490 When you have your double opt in here turned on, when we go to the content tab, 242 00:16:06.270 --> 00:16:10.610 you also have the option to do a custom page for confirmation required. 243 00:16:11.150 --> 00:16:18.185 So that way, instead of seeing the, you know, your subscription is pending or, you know, check your email, 244 00:16:18.665 --> 00:16:21.485 I think is what it says. It's check your email to confirm your subscription. 245 00:16:21.945 --> 00:16:28.660 You could create a custom landing page for them to see of, like, something you designed, something that you put together, 246 00:16:29.120 --> 00:16:33.379 or you can leave it as the custom one. They would see that upon opting in. 247 00:16:33.920 --> 00:16:36.819 Otherwise, you could have, like, your custom thank you page, 248 00:16:37.279 --> 00:16:40.899 and then there's also the custom thank you page after successful sign up. 249 00:16:41.125 --> 00:16:46.505 This is gonna be where they get redirected after clicking that double opt in email. 250 00:16:47.045 --> 00:16:47.205 So, 251 00:16:48.885 --> 00:16:49.205 the 252 00:16:49.765 --> 00:16:52.825 once they click the email, they're gonna go to a, 253 00:16:53.800 --> 00:16:57.000 landing page that can be, like, your thank you page, what have you. 254 00:16:57.000 --> 00:17:01.899 That way, they're still seeing the content you want after they originally sign it or, opted in. 255 00:17:02.040 --> 00:17:03.740 SJ, I saw you raised your hand. 256 00:17:04.119 --> 00:17:05.755 Yeah. I'm really Sorry. 257 00:17:05.975 --> 00:17:10.555 I really like a double opt in because it allows me to kind of, like, really quickly 258 00:17:11.095 --> 00:17:17.755 get rid of people that have given a fake or incorrect email address that keeps my list nice and short and helps managers manage it. 259 00:17:17.975 --> 00:17:18.635 I'm wondering, 260 00:17:19.369 --> 00:17:20.270 is there a 261 00:17:20.570 --> 00:17:24.570 way with this and if this is beyond the remit of what you're talking about right now, that's totally fine. 262 00:17:24.570 --> 00:17:28.430 I'll ask it later. But is there a way to, like, have an automation on this that'll clear 263 00:17:28.970 --> 00:17:29.470 any, 264 00:17:30.170 --> 00:17:32.510 unconfirmed emails or emails that are incorrect? 265 00:17:34.315 --> 00:17:40.575 We don't have it for, like, the automations per se because, like, when somebody is on your subscribers, if they're not confirmed, 266 00:17:41.195 --> 00:17:44.554 like, they're not gonna be able to be on the list. Like, they don't show as active. 267 00:17:44.554 --> 00:17:46.075 They don't Oh, okay. It's 268 00:17:47.700 --> 00:17:50.039 Sorry. What's that? No. No. I'm listening. Sorry. 269 00:17:50.500 --> 00:17:53.240 It's okay. Sorry. My dog is losing his noodle right now. 270 00:17:53.700 --> 00:17:55.640 So I apologize if you hear him. But, 271 00:17:56.740 --> 00:17:59.240 no. So, like, they Calvin unconfirmed 272 00:18:00.205 --> 00:18:02.945 subscriber is very similar to, like, an unsubscribed 273 00:18:03.565 --> 00:18:04.545 or some who 274 00:18:05.325 --> 00:18:06.225 one second. 275 00:18:13.100 --> 00:18:15.600 People are very scary when they walk across the street. 276 00:18:17.899 --> 00:18:22.860 But, so, like, an unconfirmed is pretty much just someone who's not truly active on your list. 277 00:18:22.860 --> 00:18:26.399 Similar to, like, a GDPR. If somebody doesn't if you your account has 278 00:18:26.775 --> 00:18:27.275 GDP 279 00:18:27.655 --> 00:18:28.155 GDPR 280 00:18:28.615 --> 00:18:29.115 consent 281 00:18:29.655 --> 00:18:33.115 and they don't agree to it, like, you're not gonna be able to send them additional emails. 282 00:18:33.575 --> 00:18:34.075 They 283 00:18:34.455 --> 00:18:38.075 they're not gonna be able to get anything further from you, 284 00:18:38.535 --> 00:18:42.750 similar to, like, if somebody unsubscribes or or they don't confirm that double opt in. 285 00:18:43.370 --> 00:18:47.070 So we don't have something that necessarily cleans them out. 286 00:18:47.530 --> 00:18:48.030 Okay. 287 00:18:48.410 --> 00:18:52.270 Yeah. But you can always like, if I go back to my 288 00:18:52.785 --> 00:18:56.085 contacts here, so in the contact tab and then in here, 289 00:18:56.545 --> 00:18:58.965 there is the filter of subscribed 290 00:18:59.505 --> 00:19:00.645 to any list, 291 00:19:01.265 --> 00:19:02.405 and you could select 292 00:19:02.705 --> 00:19:08.005 not subscribed to any list. So that's gonna pull anyone who's not actively subscribed to your list. 293 00:19:08.040 --> 00:19:09.740 So you can always very easily, 294 00:19:10.040 --> 00:19:12.300 like, clear those folks out. And, like, you can 295 00:19:12.760 --> 00:19:13.900 either delete them 296 00:19:14.200 --> 00:19:17.720 or archive them. Correct. What your preference is. Yeah. Okay. 297 00:19:17.720 --> 00:19:21.260 I'm completely new to Simplero Arrows, so I really appreciate this. When 298 00:19:21.595 --> 00:19:26.975 it says subscribed or not subscribed, in the case of a double opt in, they would have to 299 00:19:27.435 --> 00:19:30.175 confirm in order to be defined as a subscribed 300 00:19:30.475 --> 00:19:30.975 person. 301 00:19:31.755 --> 00:19:33.675 Yes, ma'am. Yep. Okay. Got it. Thank you. 302 00:19:33.675 --> 00:19:37.909 I was wondering that's where I was getting confused because I get they're not just are they there but unconfirmed? 303 00:19:38.289 --> 00:19:41.809 Oh, got it. Yeah. This makes total sense. Thank you, Justine. You're welcome. 304 00:19:41.809 --> 00:19:43.909 So if I go here and I were to add myself 305 00:19:46.529 --> 00:19:52.309 into this list, right, and I'm requiring double opt in, and I'm gonna import into this specific workshop list. 306 00:19:52.665 --> 00:19:54.445 So I'm importing it in. 307 00:19:55.065 --> 00:19:56.605 Now it shows as unconfirmed. 308 00:19:57.465 --> 00:20:04.765 I would be getting an email, and if I don't click the link in my email, I'm going to sit here into this unconfirmed tab. 309 00:20:05.010 --> 00:20:08.710 I'm not actually on my list. Like, as you can see here, there's nobody there. 310 00:20:08.850 --> 00:20:12.070 But at least you can see, like, the folks that are not confirmed. 311 00:20:12.530 --> 00:20:14.870 And if you go here to the left, 312 00:20:15.730 --> 00:20:18.390 and and this is just a a tip for anybody, 313 00:20:18.985 --> 00:20:25.085 anywhere on your account where there's, like, a contact table like this, whether it's a list or contact records or 314 00:20:25.465 --> 00:20:30.605 purchases or participants or anywhere, anywhere that would have a list or a table view of contacts. 315 00:20:31.145 --> 00:20:39.210 If you use the three or the checkbox to the left of those contact records, the top left hand corner will select everyone on that page. 316 00:20:39.510 --> 00:20:45.289 If you have more than 20, it'll say select all in a little parenthesis to allow you to select all if you have more than 20. 317 00:20:45.350 --> 00:20:47.610 And then this drop down box is literally, 318 00:20:48.070 --> 00:20:48.570 like, 319 00:20:48.934 --> 00:20:51.515 the best one of the best things. Probably top 10. 320 00:20:51.575 --> 00:20:56.395 Top 10 best things that we have because you can bulk do actions for those folks. 321 00:20:56.615 --> 00:21:01.995 So, like, in the case of a list, you're able to resend the email asking for confirmation, 322 00:21:02.600 --> 00:21:04.920 or you can suspend them, or you can force activate. 323 00:21:04.920 --> 00:21:11.480 Like, you know, maybe somebody reaches out to you and is like, I, you know, subscribe to this list, but I'm not getting anything. 324 00:21:11.480 --> 00:21:15.160 And you're like, oh, well, you never you never confirmed your double opt in. Right? 325 00:21:15.160 --> 00:21:18.304 And they're like, well, can't can't you just activate me or something? Like, you Calvin. 326 00:21:18.304 --> 00:21:21.924 Like, which I think is so cool is that we can do that. And you can also, 327 00:21:23.024 --> 00:21:26.544 where is it at? There is a give GDPR consent as well. 328 00:21:26.544 --> 00:21:30.870 So, like, if somebody were to tell you, like, yeah. I don't care. Like, I just want your emails. 329 00:21:30.870 --> 00:21:33.770 Right? Like, you can give those things via that table view, 330 00:21:34.230 --> 00:21:37.610 and you can add them to other lists. You can do all kinds of different things. But 331 00:21:38.309 --> 00:21:45.525 the drop down box is a godsend, and it's going to be so helpful whenever you need to do anything bulk inside of your account. 332 00:21:47.905 --> 00:21:51.525 Where was I going? I think it was on content tab after that. So, 333 00:21:52.065 --> 00:21:53.445 back to the content tab. 334 00:21:54.310 --> 00:22:03.270 Content tab, especially for a list, is gonna be also where you can either grant access to things or you can give them, like, a downloadable, kind of how we touched on the beginning. 335 00:22:03.270 --> 00:22:04.410 Like, if you have a PDF, 336 00:22:04.790 --> 00:22:06.010 if you have a, 337 00:22:06.875 --> 00:22:11.054 image or a video or something like that that you just want them to be able to download afterwards, 338 00:22:11.595 --> 00:22:13.294 you can add the file here. 339 00:22:14.075 --> 00:22:15.934 And so we can just go like this, 340 00:22:17.674 --> 00:22:20.495 add it here. And then as long as you use the 341 00:22:20.940 --> 00:22:26.399 system generated, like, thank you page, then it's gonna give them the option to download those. 342 00:22:26.460 --> 00:22:37.235 Now if you override that and you use, like, a custom thank you page, they're not gonna see the option to download these items, And that is where it can be helpful, especially for items you want them to actually download, 343 00:22:37.775 --> 00:22:40.355 to do that in an automation through an email instead. 344 00:22:40.655 --> 00:22:46.435 Now if you want to give them access to, like, a free course or something like that, you can also do that here. 345 00:22:46.669 --> 00:22:50.929 I've seen folks also use it in terms of granting access to a podcast. 346 00:22:51.070 --> 00:22:55.330 Maybe they have, like, a free podcast, but in order to get it, you need to subscribe. Right? 347 00:22:55.789 --> 00:22:58.529 So the list content tab, I think, 348 00:22:58.830 --> 00:23:06.504 is also one of those, like, super great things because their access to to any content in here is also going to be connected to their 349 00:23:06.804 --> 00:23:07.865 subscription status. 350 00:23:08.245 --> 00:23:09.384 So if they're active, 351 00:23:09.684 --> 00:23:11.784 they keep access. If they unsubscribe, 352 00:23:12.565 --> 00:23:14.585 they're gonna lose their access. Right? 353 00:23:16.400 --> 00:23:19.779 And then you can also add, like, your triggers and things like that. 354 00:23:20.559 --> 00:23:22.080 Now the automation tab 355 00:23:23.279 --> 00:23:24.100 yes, Mads? 356 00:23:24.400 --> 00:23:27.860 Quick question, about podcast because I have podcast on Spotify, 357 00:23:29.039 --> 00:23:32.184 Apple podcast. So I'm curious about that. I didn't know about this. 358 00:23:32.184 --> 00:23:34.045 Should I do it via Simplero instead? 359 00:23:34.665 --> 00:23:37.165 You could. I mean yeah. I 360 00:23:37.545 --> 00:23:42.205 I will go in more depth because I could totally go on another tangent and, like, get into, 361 00:23:42.910 --> 00:23:46.770 a different state about the whole podcast side of it. But you can definitely, 362 00:23:47.870 --> 00:23:50.750 do your podcast. They even have, like, a distribution tab and things like that. 363 00:23:50.750 --> 00:23:52.670 But I don't wanna get too off track. 364 00:23:52.670 --> 00:23:57.835 So I will open a ticket with you about the podcast side because, like, our podcast feature is very cool. 365 00:23:57.835 --> 00:24:01.375 And I love that they added that, and they've added, like, the distribution, 366 00:24:03.275 --> 00:24:04.555 side of it and things like that. 367 00:24:04.555 --> 00:24:09.055 So But can I find a guide or something that where I can dive into this? Because I don't wanna take, 368 00:24:09.675 --> 00:24:12.410 you you go and down down attention on on that one. 369 00:24:12.410 --> 00:24:16.810 Like a guide or something where I can learn how to set it up because I guess it's a page of some kind. 370 00:24:16.810 --> 00:24:22.825 Right? Yeah. It would be in the content here and then down to podcast. So you can add a podcast. 371 00:24:22.825 --> 00:24:25.884 You can import a a podcast in from a different, 372 00:24:26.345 --> 00:24:31.304 RSS feed. Okay. Okay. And there's a video. Okay. Great. I'll I'll look into it. Thanks. Yeah. 373 00:24:31.304 --> 00:24:31.804 Absolutely. 374 00:24:32.904 --> 00:24:37.470 So then back to the list. So the automation tab is going to be where you can connect, 375 00:24:37.790 --> 00:24:41.809 like, your your email sequence or you can, you know, do other actions. 376 00:24:42.030 --> 00:24:47.090 If you're not familiar with automations, it's essentially a way to have a series of triggers 377 00:24:47.524 --> 00:24:54.264 because triggers are kind of like a one off, and it happens at a very specific time where, or, like, at the time that they are subscribing. 378 00:24:54.884 --> 00:25:00.825 Whereas an automation is going to be once they're activated, once they're confirmed, they're gonna go through this sequence. 379 00:25:01.170 --> 00:25:05.590 Now they have added recently with the Simplero automations view 380 00:25:06.290 --> 00:25:08.310 the option to do an email sequence. 381 00:25:08.690 --> 00:25:16.065 So you can do, like, oh, a Simplero one off email here, or you can decide to do an email sequence of however many emails that you want. 382 00:25:16.544 --> 00:25:21.605 So it would just be, you know, however, I'm gonna select five, but it's gonna have five emails 383 00:25:22.065 --> 00:25:27.044 that are gonna be each spaced one day apart. So that once they subscribe, they get an email, 384 00:25:27.424 --> 00:25:32.490 they wait a day, they get another email, and so on. And then you can customize each of these emails 385 00:25:33.190 --> 00:25:33.690 individually. 386 00:25:34.549 --> 00:25:39.030 If you want to, you know, just build it out from scratch, you absolutely can. 387 00:25:39.030 --> 00:25:42.490 Or if you have an existing one, you can add it here, 388 00:25:43.475 --> 00:25:44.135 so that 389 00:25:44.515 --> 00:25:49.175 or add it here. Sorry. Click wrong button. Add it here to the list to add another, 390 00:25:49.715 --> 00:25:50.215 automation 391 00:25:50.755 --> 00:25:52.535 whenever they opt in to this list. 392 00:25:52.915 --> 00:26:00.760 Now one thing to be conscious of when you use list and you have an automation connected to it, This is only going to fire when their subscription is activated, 393 00:26:01.220 --> 00:26:06.520 and it's only gonna happen that one time. If you are reusing a list, for example, 394 00:26:07.300 --> 00:26:12.695 if you're using one main workshop list for different event sign ups, so that's one that I see often, 395 00:26:13.155 --> 00:26:17.015 then I would instead use a trigger in that content tab 396 00:26:17.475 --> 00:26:19.575 because then you have the option of 397 00:26:19.955 --> 00:26:24.615 subscription asked to be subscribed. So even if they're already active on your list or, 398 00:26:25.475 --> 00:26:34.130 you know, maybe they're unconfirmed, like, whenever they submit the sign up form to be able to be on your list, as soon as they request to be on that list, then they will be, 399 00:26:34.830 --> 00:26:36.850 going through whatever triggers that you have. 400 00:26:38.385 --> 00:26:40.965 Bye, Naz. I hope you have a great day. I will be in touch. 401 00:26:43.185 --> 00:26:43.685 Bye. 402 00:26:45.265 --> 00:26:54.000 But the automation tab, like I said, is also a really great way for you to be able to grant access to additional content if you want to, like modules, things like that. 403 00:26:54.880 --> 00:27:04.580 We also have where you can see what sign up forms are connected to this list, and then now they've also added this funnels tab to be able to see the funnels that are connected to the list as well. 404 00:27:04.640 --> 00:27:08.405 So that way you're able to see how are folks actually being on this list. 405 00:27:08.405 --> 00:27:11.625 Are they going through a certain sign up form? Are they going through a funnel? 406 00:27:12.405 --> 00:27:13.145 They have 407 00:27:13.445 --> 00:27:15.385 different ways to be able to see that. 408 00:27:15.685 --> 00:27:18.745 Hi, Ryan. I saw you have your hand raised. 409 00:27:19.180 --> 00:27:20.940 Yeah. Just real quick question. 410 00:27:21.180 --> 00:27:24.620 It's probably my learning point for today because I don't didn't understand what you just said. 411 00:27:24.860 --> 00:27:26.860 Automations and content, can you, 412 00:27:27.500 --> 00:27:33.180 can you run through the difference between when you would use either one or what does not happen on automations device that trigger? 413 00:27:33.180 --> 00:27:35.765 Because I I assumed that the automations would 414 00:27:36.419 --> 00:27:40.245 Calvin you explain that one again, the difference or what does not happen, when, or why? 415 00:27:40.245 --> 00:27:41.225 Does that make sense? 416 00:27:41.685 --> 00:27:42.805 Yeah. For sure. So, 417 00:27:43.525 --> 00:27:46.585 the automations is gonna be the first time that their subscription is activated. 418 00:27:47.149 --> 00:27:48.049 So, hypothetically, 419 00:27:48.510 --> 00:27:56.529 if you are reusing a list, like I like, this one is considered workshop, but maybe this is connected to multiple different events or multiple different 420 00:27:56.830 --> 00:27:59.809 sign up forms and people can submit each of those differently. 421 00:28:00.424 --> 00:28:03.565 The automation will only fire on the original 422 00:28:03.865 --> 00:28:07.304 subscription. So if you're using this as a lead magnet, that's fine. Right? 423 00:28:07.304 --> 00:28:11.145 Like, if you don't want them to get your email submitted. Based off from the trigger, though? 424 00:28:11.145 --> 00:28:16.800 I mean, it that subscription activated trigger, but isn't that the same as a content trigger of subscription activated? 425 00:28:16.800 --> 00:28:21.600 Can you just add another trigger to the automation just like you'd add another trigger to the content? 426 00:28:21.600 --> 00:28:22.740 I guess I don't understand, 427 00:28:23.520 --> 00:28:27.975 the difference. Does that make sense? Because it's just a trigger at the top. Right? Yeah. 428 00:28:27.975 --> 00:28:29.895 You can add additional triggers. Absolutely. 429 00:28:29.895 --> 00:28:33.195 It's just a matter of, like, it's not gonna show in your automations tab 430 00:28:33.975 --> 00:28:37.495 if you are adding, like, the through the content tab. 431 00:28:37.495 --> 00:28:40.155 So if you go through the content tab and you do a subscription, 432 00:28:40.615 --> 00:28:41.995 or ask to be subscribed, 433 00:28:42.380 --> 00:28:44.960 it's not going to show in the automations tab. 434 00:28:46.780 --> 00:28:48.400 It only shows on the content. 435 00:28:49.500 --> 00:28:55.035 What do you mean by ask to be subscribed? I guess I'm I'm still missing like, is there a visual rep? 436 00:28:55.035 --> 00:29:04.335 Like Justine, are you saying that, like, for a piece of content, you can set up a trigger that is attached specifically just to that piece of content, whereas the automations are standalone, 437 00:29:04.875 --> 00:29:08.175 and you can attach them to multiple different things? 438 00:29:09.049 --> 00:29:12.429 Yeah. Yeah. You can do that in that case as well. Like, you know, 439 00:29:12.730 --> 00:29:17.230 you could have you could have one automation that's triggered by multiple different lists. Right? 440 00:29:17.290 --> 00:29:20.910 Whereas this trigger is gonna be specific to this list. 441 00:29:21.175 --> 00:29:27.435 And if you are doing something like add a tag or maybe you grant them access to a certain module or 442 00:29:28.615 --> 00:29:30.215 the the list is endless. Right? 443 00:29:30.215 --> 00:29:37.480 Like, this is going to fire only for this list, and subscription activated is only when their subscription actually ends up activated. 444 00:29:37.480 --> 00:29:43.480 When they first, like, get on the list or, like, once they, like, if they were to resubscribe if they had been, 445 00:29:44.360 --> 00:29:46.125 like, deactivated or whatever. If they 446 00:29:46.605 --> 00:29:48.365 ask to be subscribed, that's regardless. 447 00:29:48.365 --> 00:29:52.305 And once they submit a sign up form to try and be on this list, if they are, 448 00:29:53.405 --> 00:29:58.465 like, if they've been But are one of those triggers not unavailable for the the automation? 449 00:29:58.525 --> 00:30:01.745 I I I get what you're saying. You're just saying the automation you can use 450 00:30:02.090 --> 00:30:05.930 for multiple items, but the triggers inside of here are obviously only for this list. 451 00:30:05.930 --> 00:30:07.610 Is that you're saying it it can't Right. 452 00:30:07.610 --> 00:30:11.450 But, I mean, because if you just have one automation and it's only for this list, there's no difference. 453 00:30:11.450 --> 00:30:13.790 Is there I I'm just trying to figure out 454 00:30:14.595 --> 00:30:17.715 in my brain why I would not want to use one versus the other. 455 00:30:17.715 --> 00:30:21.015 What is what triggers not here that's available? 456 00:30:21.635 --> 00:30:24.434 I I figured out Justine, correct me if I'm wrong. Right? 457 00:30:24.434 --> 00:30:30.799 But if autumn if I set up an automation in the automations tab, that's that's sits by itself and I can reuse it. 458 00:30:30.799 --> 00:30:36.559 Whereas if I set up my triggers for one specific list, they'll only ever be attached to that one specific list. 459 00:30:36.559 --> 00:30:38.419 So I might never ever make an automation. 460 00:30:39.039 --> 00:30:43.165 I might only ever just set up triggers on my multiple different lists. Right. 461 00:30:43.165 --> 00:30:44.285 You could, but you don't have to. 462 00:30:44.285 --> 00:30:49.985 I guess I'm just saying there's no fundamental difference between a a triggered automation and a trigger 463 00:30:50.285 --> 00:30:53.025 automation and the tab other than what you just said, 464 00:30:54.045 --> 00:30:57.165 that you could use an automation in multiple places, but you don't have to. 465 00:30:57.165 --> 00:30:58.465 I'm just saying there's no 466 00:30:58.950 --> 00:31:01.529 is there or is there not a semantic difference between 467 00:31:01.830 --> 00:31:04.570 a triggered automation on that tab by, say, triggered 468 00:31:04.950 --> 00:31:06.970 content automation on this tab? 469 00:31:07.190 --> 00:31:12.765 Is there something missing on either side is what I'm say what I'm trying to get to you other than the you can use an automation 470 00:31:13.065 --> 00:31:15.865 in different, you know, multiple places like she was saying. 471 00:31:15.865 --> 00:31:26.510 The the biggest thing, and I've came, came across this, like, this last week, is that if you're triggering it through the a trigger, if you are starting that automation, even if it's the exact same automation. 472 00:31:26.810 --> 00:31:30.670 Right? If I go down here and I decide I'm gonna do ask to be subscribed, 473 00:31:31.210 --> 00:31:32.670 I'm going to start an automation, 474 00:31:33.370 --> 00:31:35.390 and then I'm going to use my 475 00:31:35.690 --> 00:31:38.430 automation here. Right? So I'm creating this trigger. 476 00:31:40.355 --> 00:31:43.575 Is that the same name? I think that's not the same name. But, 477 00:31:44.195 --> 00:31:45.654 if I create this trigger, 478 00:31:46.195 --> 00:31:50.215 like, it's not showing in the automations tab. Right? So Right. 479 00:31:50.514 --> 00:31:53.735 But if I remove this if I remove this trigger, 480 00:31:54.710 --> 00:32:01.190 this, to start the automation in the automations tab, like, it shows zero for automations, but it's still a trigger here. 481 00:32:01.190 --> 00:32:07.450 So it's just a matter of, like, if you're triggering it by here, the trigger's here rather than through the automation picker here, 482 00:32:07.894 --> 00:32:09.835 It's just a matter of where it's showing. 483 00:32:10.054 --> 00:32:12.534 So if you're triggering it But there's no there's no functional difference. 484 00:32:12.534 --> 00:32:15.815 Since I was trying to figure out if there actually is a difference, it's not. 485 00:32:15.815 --> 00:32:18.375 It's just kind of how it's displayed. Okay. Yes. 486 00:32:18.375 --> 00:32:21.195 It's it's primarily how it's displayed and the fact that the 487 00:32:21.520 --> 00:32:25.059 content tab allows you to have the ask to be subscribed option, 488 00:32:25.440 --> 00:32:28.740 whereas the automations tab only has subscription activated. 489 00:32:29.120 --> 00:32:35.700 It doesn't have the option to do, like to change the starting trigger through the automation tab to be, like, asked to be subscribed. 490 00:32:36.544 --> 00:32:41.125 Oh oh, there okay. So that that is not an available trigger? That that is the difference? 491 00:32:41.664 --> 00:32:43.505 For on in the automation tab, yes. 492 00:32:43.505 --> 00:32:51.924 That that's the main So if you if you click the plus, add a new trigger, that, ask to be subscribed was not is not a an option for a trigger, is what you're saying? 493 00:32:52.210 --> 00:32:57.090 Right. Like, I can't if I this is here because of the but I can't change this trigger. 494 00:32:57.090 --> 00:32:59.110 It's always going to be subscription activated. 495 00:33:00.210 --> 00:33:03.250 You can't delete it? It says delete there. But Oh, I can delete it. Yes. 496 00:33:03.250 --> 00:33:10.335 But I meant, like, I can't change it in terms of having it show in the automation tab, but then still be subscription activated. 497 00:33:11.275 --> 00:33:12.255 Oh, okay. 498 00:33:12.635 --> 00:33:13.135 Gotcha. 499 00:33:13.515 --> 00:33:17.215 Alright. Hopefully, that makes sense. I I Yeah. So the subscription 500 00:33:17.515 --> 00:33:18.015 activated 501 00:33:18.715 --> 00:33:19.855 has to be there, 502 00:33:20.620 --> 00:33:25.200 to be in the automations tab, but the has to be the other one that was in there, 503 00:33:26.220 --> 00:33:28.540 can also be in there, but it it it it, 504 00:33:29.500 --> 00:33:34.960 it it has to have that that that not has to be one to show in the automations. I get it. 505 00:33:35.365 --> 00:33:35.865 Yeah. 506 00:33:37.365 --> 00:33:38.184 K. Perfect. 507 00:33:38.804 --> 00:33:39.304 Thanks. 508 00:33:39.684 --> 00:33:40.825 Yeah. You're very welcome. 509 00:33:41.605 --> 00:33:47.365 So then the sign up forms, like, once we connect something to this list, that is where it's gonna end up showing it up in the sign up forms. 510 00:33:47.365 --> 00:33:47.700 Now, 511 00:33:48.580 --> 00:33:59.559 another thing that I wanna highlight before we end up diving into the actual forms is if you go to your settings in the top right hand corner and then in the contact column, we're gonna go to custom fields. 512 00:34:00.335 --> 00:34:06.815 The custom fields are going to be ones that you want to show, like, on the contact record and you want them to be universal. 513 00:34:06.815 --> 00:34:08.675 If it's something that you want to, 514 00:34:09.614 --> 00:34:20.639 capture on different lists and you want it to, you know, update information on the contact record such as, like, a birthday name or maybe a favorite color or favorite drink or, you know, anything that, 515 00:34:21.440 --> 00:34:25.275 you know, you might want to end up getting from them, even phone number. Right? 516 00:34:25.275 --> 00:34:28.094 Phone number is something that you would want on the contact record itself. 517 00:34:28.554 --> 00:34:34.574 So then you would want to add a custom field here. So once we add that, let me just do phone. 518 00:34:37.034 --> 00:34:40.710 Now this is going to be a contact level custom field. 519 00:34:40.770 --> 00:34:45.350 And this is one of those things that I like to highlight just for the fact of you want to be able to 520 00:34:45.810 --> 00:34:49.590 have it show on the contact record and not just wherever they're opting in 521 00:34:49.890 --> 00:34:52.835 or wherever they're purchasing or or anywhere. 522 00:34:53.215 --> 00:34:53.695 Right? 523 00:34:54.094 --> 00:34:56.275 Then you want to have it here on the, 524 00:34:57.375 --> 00:34:58.595 account level contact 525 00:34:58.895 --> 00:34:59.715 custom fields. 526 00:35:00.494 --> 00:35:05.474 This is also when we go to, like, marketing and then down to landing pages and forms. 527 00:35:06.069 --> 00:35:09.289 We'll utilize that as we build out our sign up form. 528 00:35:10.549 --> 00:35:15.450 When you have your sign up forms, we have either your standalone landing page or an embedded form. 529 00:35:15.589 --> 00:35:21.130 The main difference between the two as you go in and you start setting up your sign up forms 530 00:35:21.635 --> 00:35:25.095 is the embedded form is in addition to 531 00:35:25.635 --> 00:35:26.135 a, 532 00:35:27.395 --> 00:35:29.015 full landing page. So 533 00:35:29.795 --> 00:35:32.694 it can't live alone. It can't be by itself, 534 00:35:33.155 --> 00:35:38.420 but it would be able to be put on different landing pages whether in some Plural or outside of some Plural. 535 00:35:39.200 --> 00:35:46.980 You can, you know, have it be a pop up or in line or if you wanna use it in multiple different places, then this embedded form can be super, super useful, 536 00:35:47.635 --> 00:35:51.895 but it can't be by itself. So that's the most important thing. Yes, Ryan? 537 00:35:54.595 --> 00:35:56.995 Sorry. One quick question, on the custom, 538 00:35:57.315 --> 00:36:00.135 fields because I started adding some custom fields to pipelines. 539 00:36:00.690 --> 00:36:04.869 And you I know you mentioned, hey. This is the ones that you can see inside of their contact record. 540 00:36:05.329 --> 00:36:10.790 Is there a is there a view some somewhere in some Plurals that shows all of the custom fields 541 00:36:11.170 --> 00:36:14.690 that I made? Because I made some in the pipeline, but I can't see them in the custom field. 542 00:36:14.690 --> 00:36:20.945 So I kinda have to remember that I added them to a pipeline to see the custom fields that I have in there. 543 00:36:21.085 --> 00:36:24.065 Is there like an Uber custom field view? Does that make sense? 544 00:36:24.925 --> 00:36:26.465 We don't have, like, a full 545 00:36:27.165 --> 00:36:30.625 account wide view of in terms of being able to see custom 546 00:36:31.059 --> 00:36:36.180 fields that are applied on only those objects, like the pipelines or the landing pages or things like that. 547 00:36:36.180 --> 00:36:37.640 Like, you would need to see them 548 00:36:38.260 --> 00:36:39.160 on that object 549 00:36:39.460 --> 00:36:42.440 specifically. So within that pipeline, we don't have it, like, 550 00:36:42.900 --> 00:36:43.619 high level, 551 00:36:43.940 --> 00:36:45.035 view. Okay. Yeah. 552 00:36:45.035 --> 00:36:48.815 I'll I'll probably add that as a feature request thing because I I I'd lose things. 553 00:36:49.035 --> 00:36:50.235 I'm like, where did that go? 554 00:36:50.235 --> 00:36:56.795 I added and I even did some stuff with the API where it's like it added some stuff, and I can't I can't figure out where it added it. 555 00:36:56.795 --> 00:37:04.000 And they're like, ghost custom fields is probably in the system somewhere, but I'm like, I don't know where it added in the custom field, and and so I can't delete it. 556 00:37:04.000 --> 00:37:04.480 So, 557 00:37:04.880 --> 00:37:12.880 I'll I'll probably ask for that because I don't that's I lose where I'm putting some stuff when I'm, you know, fat freaking around adding stuff, and I'm like, where did I what did I do with that? 558 00:37:12.880 --> 00:37:18.695 You know? Yeah. Definitely. I totally get you on that. I think it would be a great idea. And and, 559 00:37:19.095 --> 00:37:23.755 even if we had the option to be able to convert it to a contact field, I think that'd be even cooler. 560 00:37:24.454 --> 00:37:26.315 But we don't have, like, a high level 561 00:37:26.695 --> 00:37:27.755 one per se. 562 00:37:30.380 --> 00:37:34.480 Then what we will do is do we're gonna go ahead and create a new landing page, 563 00:37:34.860 --> 00:37:36.540 and that's gonna be that full landing page. 564 00:37:36.540 --> 00:37:40.480 And as you can see, we do have lots of different templated pages that you can use. 565 00:37:40.780 --> 00:37:44.115 I'm just gonna use an opt in one for Simplero sake, 566 00:37:44.675 --> 00:37:47.335 and then we'll just do this talent opt in one. 567 00:37:48.035 --> 00:37:50.855 Now when you're building out your landing pages, 568 00:37:51.395 --> 00:37:53.255 especially with these two point o forms, 569 00:37:53.635 --> 00:38:00.650 when you go ahead and want to have it be a sign up form, you wanna make sure that you are adding your input fields. 570 00:38:00.650 --> 00:38:03.470 So when you add an element and you add input field, 571 00:38:03.770 --> 00:38:14.425 that is where you can capture the name and then your email and any other custom fields that you might have, whether that is an account level custom field or if it is specific to this object. 572 00:38:15.765 --> 00:38:18.985 Again, like, you are only gonna see it on the, 573 00:38:19.525 --> 00:38:24.505 opt ins for this page or wherever it is that you're putting it. If we go here to input 574 00:38:25.089 --> 00:38:27.829 and then off to the right side when we select a field, 575 00:38:28.210 --> 00:38:38.470 that's where you see your contact level fields first, and then new custom fields would be the ones that are specific to this landing page, to anyone who's opting in that's not necessarily 576 00:38:39.015 --> 00:38:39.835 contact level. 577 00:38:39.974 --> 00:38:45.494 And you can always see that information, like, on the stats and the analytics tab of the landing page. 578 00:38:45.494 --> 00:38:47.994 So it's not like it's lost or anything like that. 579 00:38:48.775 --> 00:38:50.635 It just wouldn't be that contact level, 580 00:38:51.930 --> 00:38:52.410 field. 581 00:38:52.410 --> 00:38:59.950 Like I said, I really try to encourage folks to just, like, create their custom fields on the account level because it'll save you a ton of headache later. 582 00:39:00.490 --> 00:39:01.450 It does update it. 583 00:39:01.450 --> 00:39:11.015 You know, if it's something that people might have a different answer over time with, it will update it and override their answer if they resubmit a form and submit something different. 584 00:39:11.015 --> 00:39:14.155 So if it's something that you don't want them to, 585 00:39:15.095 --> 00:39:17.835 necessarily have different answers showing on their 586 00:39:18.135 --> 00:39:19.515 contact record of 587 00:39:19.900 --> 00:39:21.180 you know one, 588 00:39:21.580 --> 00:39:23.920 example would be, like, scheduling links. 589 00:39:24.300 --> 00:39:26.540 You know, it might be like, what can I help you with today? 590 00:39:26.540 --> 00:39:31.900 Well, what they what you can help somebody with today might be different than what it was a week ago or in two weeks. 591 00:39:31.900 --> 00:39:34.320 Right? So we might not want that changing constantly 592 00:39:34.825 --> 00:39:37.405 on the contact record, and it's helpful to keep it 593 00:39:37.705 --> 00:39:38.845 wherever it is, 594 00:39:39.305 --> 00:39:45.805 that you have it. I saw I think, SGA, I saw your hand go up, I think. Yeah. It was just a quick one. 595 00:39:46.835 --> 00:39:52.210 I set up a survey because I wanted to use it as a almost like an intake form Mhmm. 596 00:39:52.530 --> 00:39:53.910 For potential clients. 597 00:39:56.530 --> 00:39:58.470 I assumed that if they 598 00:40:00.065 --> 00:40:10.884 if they were to sign up somewhere else after becoming say for example a Calvin, I have a client, they are a coaching client but then they sign up for a webinar that's on something completely different that I'm offering, 599 00:40:11.850 --> 00:40:13.770 I didn't set up any custom fields. 600 00:40:13.770 --> 00:40:17.630 So would I end up with two records for them, or would it try and combine them? 601 00:40:18.010 --> 00:40:21.370 It still combines them. Like, the content record itself is the same. 602 00:40:21.370 --> 00:40:24.990 It's just more so, like, the additional information about them. 603 00:40:25.290 --> 00:40:26.110 Right? Like, 604 00:40:26.410 --> 00:40:27.390 your phone number 605 00:40:28.135 --> 00:40:30.535 is very likely not gonna change. Sometimes it does. 606 00:40:30.535 --> 00:40:32.795 Some people times people change their phone number. Right? 607 00:40:33.415 --> 00:40:35.195 So that might be one that 608 00:40:35.495 --> 00:40:41.915 you wanna make sure is a contact level, but isn't, like, only on the event or only on the survey. 609 00:40:42.240 --> 00:40:44.500 Whereas, you know, like, what is your 610 00:40:44.880 --> 00:40:46.900 meal preference? Right? Like, if you're doing 611 00:40:47.360 --> 00:40:48.500 in person workshop, 612 00:40:49.040 --> 00:40:53.220 what they want for one workshop might be different than what they want to eat on the next workshop. 613 00:40:53.680 --> 00:40:54.435 Okay. Got it. 614 00:40:54.435 --> 00:41:01.335 So I would use custom fields where something's reproducible, but I don't need to bother if it's something specific to one event or one survey. 615 00:41:01.875 --> 00:41:05.815 Right. Okay. Got it. That helps me. Thank you. Yeah. You're very welcome. 616 00:41:07.750 --> 00:41:08.550 What was I gonna say? 617 00:41:08.550 --> 00:41:16.970 Oh, and, like, there's ones like, you know, the the drop down box and check boxes and radio buttons, which give them multiple different things that they can select. 618 00:41:17.430 --> 00:41:23.415 So, like, you know, what are you interested in receiving information about if it's, like, workshops or 619 00:41:24.695 --> 00:41:31.275 courses or one on one coaching or something like that, that could be helpful to do, like, a check boxes to allow them to select 620 00:41:31.735 --> 00:41:33.035 multiple different options. 621 00:41:33.495 --> 00:41:36.715 Whereas, like, a drop down or a radio button 622 00:41:37.119 --> 00:41:43.619 could be more relevant in terms of, like, how did you hear about me or, you know, what date would you prefer, 623 00:41:44.720 --> 00:41:45.940 to start your course 624 00:41:46.240 --> 00:41:47.780 or things like that, 625 00:41:48.320 --> 00:41:53.835 that you only want them to have one option that they select, but there's also different things that they could select. 626 00:41:54.615 --> 00:41:57.194 Do you have do you have tags based on those checkboxes? 627 00:41:57.335 --> 00:42:03.210 Like, if they check a a preference on a checkbox, would can that add a tag? Oh, yes. 628 00:42:03.830 --> 00:42:06.250 Yeah. Yeah. Oh, that's a trigger. Okay. Gotcha. Yep. 629 00:42:06.790 --> 00:42:11.510 Anything with multiple options, and I love this, is that you can add a trigger specific to that option. 630 00:42:11.510 --> 00:42:12.970 So, you know, if somebody 631 00:42:14.150 --> 00:42:19.135 if you have your your sign up form is gonna be going to a main list like that house list. Right? 632 00:42:19.195 --> 00:42:23.615 But then you also have them where it's like, what do you want to learn more about? 633 00:42:23.835 --> 00:42:27.375 That's where you can trigger here a tag where you can have them, 634 00:42:28.075 --> 00:42:31.775 you know, get added to additional list. But also on the button now, 635 00:42:32.380 --> 00:42:34.780 inside of the form, you can also perform an action. 636 00:42:34.780 --> 00:42:40.380 So that once they submit that button, once they click, you know, sign up, you can add a tag. 637 00:42:40.380 --> 00:42:43.680 You can subscribe them to a list. You can do all of these different actions, 638 00:42:44.780 --> 00:42:47.200 on top of if you had a specific 639 00:42:47.515 --> 00:42:48.015 trigger 640 00:42:48.555 --> 00:42:50.015 for that custom field. 641 00:42:53.835 --> 00:42:56.494 I'm gonna delete this input field quick. 642 00:42:56.635 --> 00:43:02.335 So in the two point o page builder, so, like, on this button, it's going to open up that pop up 643 00:43:02.850 --> 00:43:03.350 form. 644 00:43:03.490 --> 00:43:10.290 So it's gonna work exactly the same as if that button was set up to sign up to a list, but it's going to just be a pop up. 645 00:43:10.290 --> 00:43:14.870 So it's very similar to how, like, the embedded form can work of it popping up in, 646 00:43:15.250 --> 00:43:19.595 like, the middle of the screen, And then you can add your input fields, like I said. 647 00:43:19.655 --> 00:43:22.955 And then on your button, so this one is set to opt in. 648 00:43:24.215 --> 00:43:28.395 And this is where you can select that list that we created. So you can select your list. 649 00:43:28.455 --> 00:43:37.070 And then if you want to override what your thank you page is, maybe it's overriding whatever you have on your list, you can override it for this landing page. 650 00:43:37.290 --> 00:43:46.285 That can be really relevant if you're using the same list, like I said earlier, across multiple different forms of, like, maybe on this landing page, you want them to see something 651 00:43:46.665 --> 00:43:51.305 completely different than if they were to sign up to the same list on a different landing page. 652 00:43:51.305 --> 00:43:56.765 So you can customize that, and then you can also turn off the option for GDPR consent 653 00:43:57.065 --> 00:43:58.845 at the page level as well. 654 00:43:59.930 --> 00:44:02.029 That way, even if your account level, 655 00:44:02.410 --> 00:44:04.190 settings are set to take GDPR, 656 00:44:04.730 --> 00:44:08.109 and maybe this is more so if people are re opting in, 657 00:44:08.490 --> 00:44:15.515 or they're already on your list and you're only showing this to people who are on your list, then then maybe you don't wanna try and get their GDPR consent again. 658 00:44:15.515 --> 00:44:20.655 So there's there's lots of different scenarios that you may or may not want to do that with. 659 00:44:21.035 --> 00:44:29.180 But at least you have that control both, like, on the list level like I shared and then also on the landing page level of being able to say, like, yes. 660 00:44:29.180 --> 00:44:31.520 I want GDPR or no. I don't want GDPR. 661 00:44:33.980 --> 00:44:35.600 If you are using, 662 00:44:36.300 --> 00:44:40.080 like, an embedded form so an embedded form is that, 663 00:44:40.935 --> 00:44:43.035 add on form. It can't be by itself. 664 00:44:43.735 --> 00:44:49.175 It's going to end up having kind of a a basic template, and then you can add those custom fields again. 665 00:44:49.175 --> 00:44:51.035 So we have our form fields here, 666 00:44:51.335 --> 00:44:52.635 and then you can decide 667 00:44:53.020 --> 00:44:54.460 what additional fields you wanna have. 668 00:44:54.460 --> 00:45:00.880 Again, if it's gonna be a contact level field or if it's gonna be specific to this sign up, that's where you can add it here. 669 00:45:01.180 --> 00:45:04.240 But then they're fairly simple in terms of, 670 00:45:05.135 --> 00:45:07.135 like, your customization. You can change your background. 671 00:45:07.135 --> 00:45:11.075 You can, you know, do different things, but then you can embed it 672 00:45:11.535 --> 00:45:17.795 on different landing pages. So wherever you want to use this embedded form, you just want to copy 673 00:45:18.500 --> 00:45:24.119 the embedded tag and add this into either an HTML element or a script element. 674 00:45:24.339 --> 00:45:25.800 You have to have it added. 675 00:45:26.420 --> 00:45:30.280 This this code at minimum has to be somewhere on your page. 676 00:45:30.420 --> 00:45:36.045 And then if you want to be able to trigger it, then typically, you would either copy this entire code 677 00:45:36.425 --> 00:45:38.761 or just this hashtag, Simplero 678 00:45:39.225 --> 00:45:42.345 dash landing page dash whatever the number is. 679 00:45:42.345 --> 00:45:47.245 And then that will also trigger this form as well if you want it attached to, like, a button, 680 00:45:47.790 --> 00:45:49.010 or something like that. 681 00:45:49.790 --> 00:45:51.730 In the settings for embedded forms, 682 00:45:52.030 --> 00:45:54.510 this is where you can decide what the behavior is. 683 00:45:54.510 --> 00:46:02.745 So you have inline, which is gonna be, like, right on your page, modal that'll, pop up in the middle, and then slide in where it's gonna come in on the bottom right. 684 00:46:03.045 --> 00:46:05.705 And then you can also have additional customizations 685 00:46:06.085 --> 00:46:09.625 of, like, you know, how often do you wanna show it to the same person? 686 00:46:09.685 --> 00:46:12.105 Is this something you want to hide from folks, 687 00:46:12.645 --> 00:46:16.720 that are already known? You can do an opt in for the list. And then, 688 00:46:17.020 --> 00:46:17.680 like, the 689 00:46:18.060 --> 00:46:23.600 the one thing I don't entirely love about the embedded forms, and they're gonna get a facelift here, 690 00:46:24.140 --> 00:46:31.464 down the road, is that in order to have the sign up aspect to it, you have to have it signed up to a list 691 00:46:31.845 --> 00:46:35.704 versus, like, on the two point o page, like, you can have them opt in, 692 00:46:36.244 --> 00:46:37.385 but you don't necessarily 693 00:46:37.765 --> 00:46:38.265 need 694 00:46:38.645 --> 00:46:43.960 it to go to a list. Whereas for an embedded form, they have to be connected to some sort of list. 695 00:46:44.180 --> 00:46:45.960 And then you also have, like, your customizations 696 00:46:46.500 --> 00:46:47.240 of, like, 697 00:46:47.540 --> 00:46:49.320 what are you gonna do after your conversion? 698 00:46:49.460 --> 00:46:52.440 So after they submit your form, like, where are they gonna go? 699 00:46:52.580 --> 00:46:58.425 And then the same with, like, the triggers of, like, manual, you know, after a certain amount of time, scroll percentage, 700 00:46:58.885 --> 00:47:04.585 exit intent, page load. Exit intent is only gonna work on desktop, though. So if you 701 00:47:04.885 --> 00:47:09.545 are wondering why your embedded form is not showing on mobile and it's on exit intent, 702 00:47:10.040 --> 00:47:10.940 chances are, 703 00:47:11.400 --> 00:47:15.339 you know, that's gonna be your answer is is you just need to change the 704 00:47:15.720 --> 00:47:16.780 way that it functions. 705 00:47:18.599 --> 00:47:20.540 And then we have our triggers here. 706 00:47:21.480 --> 00:47:24.940 The one thing I forgot to mention when it comes to the 707 00:47:26.424 --> 00:47:28.605 opt in forms, especially like the pop up. 708 00:47:30.105 --> 00:47:31.805 So on our pop ups here, 709 00:47:32.424 --> 00:47:36.285 in the advanced tab, we have the show conditionally 710 00:47:36.905 --> 00:47:40.360 as well as the visibility period and the toggle visibility, 711 00:47:41.140 --> 00:47:42.100 after page load. 712 00:47:42.100 --> 00:47:47.480 So you can have some of that visibility side of it Simplero what the embedded form has 713 00:47:47.780 --> 00:47:50.520 as well as showing it conditionally, which is a little 714 00:47:51.060 --> 00:48:00.785 more customization than what the embedded form allows of being able to only show it to, you know, folks that have a tag or don't have a tag or or on a list or aren't on a list. 715 00:48:01.325 --> 00:48:09.265 And that can be relevant on literally any section or anything inside of the two point o, builder, which can be super, super helpful. 716 00:48:10.850 --> 00:48:11.830 If, for example, 717 00:48:12.530 --> 00:48:13.670 you are doing a 718 00:48:14.050 --> 00:48:19.670 flow of, you know, they submit your sign up form, you want them to see a thank you page, and maybe you, 719 00:48:20.050 --> 00:48:24.310 hint towards another offer, and then you wanna have them go to something else, 720 00:48:24.785 --> 00:48:28.405 those types of flows, I encourage using a funnel instead. 721 00:48:29.025 --> 00:48:29.525 So 722 00:48:29.985 --> 00:48:35.845 the landing pages in the list, you can always select, like, a thank you page, a page for them to see afterwards. 723 00:48:36.465 --> 00:48:40.550 But inside the marketing tab and then down to funnels, 724 00:48:41.330 --> 00:48:46.230 this is where you can have additional steps, and you can kind of control their flow, 725 00:48:46.930 --> 00:48:50.610 after they opt in. So, you know, you can do a split test. 726 00:48:50.610 --> 00:48:53.830 You can have them go to one page versus another conditionally, 727 00:48:54.795 --> 00:48:57.135 and then you can also see, like, the opt ins. 728 00:48:57.675 --> 00:48:58.875 And then, again, like, on the 729 00:48:59.595 --> 00:49:01.915 with the custom fields, with the opt ins, and, 730 00:49:02.315 --> 00:49:07.615 if they're opting into a list or, like, through your landing page or if they're doing it through the embedded form, 731 00:49:07.980 --> 00:49:13.119 your analytics tab is gonna be able to show you all of the information that you're getting from that opt in. 732 00:49:13.260 --> 00:49:16.400 So when they go to the columns here, so 733 00:49:16.780 --> 00:49:19.440 I click the little square on the right hand side. 734 00:49:20.184 --> 00:49:23.964 This is where you can add those additional fields. Like, if you happen to have 735 00:49:24.424 --> 00:49:36.390 certain custom fields that you added to, you know, this funnel or to a certain landing page, you can add it to your view for your opt ins in that column view and then save it as a new view if you would like. 736 00:49:37.810 --> 00:49:43.270 And one thing to highlight is that when you want to go ahead and test your flow so 737 00:49:43.570 --> 00:49:48.705 say that we wanted to go to this landing page and we wanted to test what the flow is like. 738 00:49:49.325 --> 00:49:51.745 We're gonna click our button. We're gonna see this form. 739 00:49:52.605 --> 00:50:00.865 When you go in and you test this, say that I submit this form under one email and I wanna go back and I wanna retest it after making some updates, 740 00:50:01.325 --> 00:50:05.460 it's super helpful to just do something within a different email. 741 00:50:05.460 --> 00:50:07.640 So you could do, like, you know, Justine 742 00:50:08.100 --> 00:50:08.600 plus 743 00:50:09.140 --> 00:50:13.240 one. Like, that's one of my favorite hacks is that if you're using, like, a Google email, 744 00:50:13.540 --> 00:50:18.275 you can do plus whatever in front of the at, and it creates it as a new email, 745 00:50:18.895 --> 00:50:23.235 but it goes to your root email. So I can join this course. I'm not get opted in. 746 00:50:23.375 --> 00:50:27.235 And since I didn't set up a thank you page, I obviously don't see anything fun. 747 00:50:27.952 --> 00:50:30.630 But but then once I go to my analytics tab, 748 00:50:31.490 --> 00:50:33.270 now I'm gonna see that opt in, 749 00:50:33.570 --> 00:50:36.470 and I'm gonna see how I got added into it. 750 00:50:36.770 --> 00:50:47.115 So the the analytics tab is gonna be great if you want that high level view of, like, how people are getting onto your list or how people are opting into your landing page. 751 00:50:47.815 --> 00:50:50.875 And then as long as I can't remember if I did 752 00:50:51.175 --> 00:50:55.035 set up to go to my list or if I forgot to publish changes. 753 00:50:56.049 --> 00:50:58.710 Always forget to publish. Guys thought of doing a sandbox 754 00:50:59.089 --> 00:51:01.510 capability? Is that talked about that before, 755 00:51:01.970 --> 00:51:03.029 where it just 756 00:51:03.329 --> 00:51:07.990 goes into demo mode and you just it it doesn't really store the emails, so you can just 757 00:51:08.555 --> 00:51:11.515 go around, go through the whole thing, and then just go back into demo mode again. 758 00:51:11.515 --> 00:51:13.195 It, like, refreshes like nothing ever happened. 759 00:51:13.195 --> 00:51:16.575 You can use the same email again and join the same list, and it shows you, 760 00:51:17.275 --> 00:51:25.690 just so you don't have to play that little game or you can kind of do stuff without having to backtrack and delete everything you just did just just just to test or see 761 00:51:25.990 --> 00:51:29.350 the the flow. Does that make sense? I don't know if you guys have ever talked about that. No. 762 00:51:29.350 --> 00:51:34.090 I totally totally get what you're saying. I believe they are in process of doing something 763 00:51:34.470 --> 00:51:36.090 along that lines for 764 00:51:37.215 --> 00:51:37.715 products. 765 00:51:39.375 --> 00:51:50.595 I just had a chat with Angel about it yesterday about surveys because I had the same idea for, like, surveys and funnels that having a sandbox side would be really cool, but I don't know of any definitive plans for that. 766 00:51:51.380 --> 00:51:54.900 It's not something that's necessarily been brought up, a whole lot. Yeah. 767 00:51:54.900 --> 00:51:59.220 I I've got an example of you guy. I I I finally saw one that was amazing. 768 00:51:59.220 --> 00:52:04.545 It was for a review software where you can get, like, reviews for businesses or whatever, but they have, like, a demo account. 769 00:52:04.704 --> 00:52:07.605 It's literally just like a link, and you can give it to clients. 770 00:52:07.984 --> 00:52:12.065 And you get they you can go through and change settings, and it looks exactly like the thing. 771 00:52:12.065 --> 00:52:20.369 And then just refresh the demo page, and it's back back to, like, every client can see the same thing back Calvin, and it's just literally a demo that works exactly. 772 00:52:20.369 --> 00:52:26.609 And so I Calvin, maybe throw that to you guys just to see what a good, like, sandbox demo y thing looks like. 773 00:52:26.609 --> 00:52:33.785 But it's pretty cool that you can go through all the the back end settings like your Calvin, like you have an active account even though they're not really subscribed. 774 00:52:33.785 --> 00:52:36.685 It's just so they can test out the product. So it's kinda cool. 775 00:52:37.065 --> 00:52:40.365 Yeah. That is really cool. I'll definitely share the feedback with the team. But, 776 00:52:40.825 --> 00:52:41.225 yeah. 777 00:52:41.225 --> 00:52:47.725 I think the right now, I just try to encourage folks to use the the little hack of using, like, the different email. 778 00:52:51.089 --> 00:52:54.290 Yes. I see. I I had heard that you had met with Angel yesterday. 779 00:52:54.290 --> 00:52:56.069 It sounded like you had a pretty busy day, 780 00:52:56.609 --> 00:52:57.670 meeting those folks. 781 00:52:59.569 --> 00:53:01.510 But, yeah, I will definitely definitely, 782 00:53:01.890 --> 00:53:03.349 pass that feedback on. 783 00:53:04.075 --> 00:53:09.295 And then one thing I think I forgot to do was turn on my emails on my list. 784 00:53:09.915 --> 00:53:11.935 So I will just go back 785 00:53:12.395 --> 00:53:13.375 to my automation, 786 00:53:14.555 --> 00:53:15.995 and we're just going to 787 00:53:17.035 --> 00:53:18.495 I don't want that one, actually. 788 00:53:20.040 --> 00:53:21.420 I just saw a comment. 789 00:53:24.120 --> 00:53:24.620 Existing, 790 00:53:24.920 --> 00:53:26.780 and then we're gonna do this one. 791 00:53:27.560 --> 00:53:34.620 And we're just gonna toggle that on just so I can kinda show you guys what it would look like after somebody does successfully get onto that landing page. 792 00:53:35.375 --> 00:53:41.635 Like I said so the subscribers here, like, I have my unconfirmed here, so I'm not actually active on that form. 793 00:53:42.335 --> 00:53:43.075 And then 794 00:53:43.535 --> 00:53:45.635 if I go back to my landing page, 795 00:53:46.255 --> 00:53:48.515 I'm just gonna go back to my opt in page. 796 00:53:49.375 --> 00:53:50.355 We'll go here. 797 00:53:52.319 --> 00:53:53.299 Plus two. 798 00:53:56.000 --> 00:53:57.460 And I agree to my marketing. 799 00:53:57.920 --> 00:53:59.839 And then now this is that that's, 800 00:54:01.039 --> 00:54:02.960 the double opt in page that folks would see. 801 00:54:02.960 --> 00:54:06.019 Obviously, it would have your information just saying, like, you know, verify. 802 00:54:06.755 --> 00:54:07.975 One last email, 803 00:54:08.675 --> 00:54:13.315 check your email inbox. Let me just pause real quick, and I'll go pull that email up. 804 00:54:13.315 --> 00:54:16.695 I don't know what's in my inbox yet, so I'm just going to pull it up. 805 00:54:20.430 --> 00:54:22.380 And I'm just going to pop out. 806 00:54:41.435 --> 00:54:42.735 I need to move Zoom, 807 00:54:47.280 --> 00:54:49.700 And we just need to open a new window. 808 00:54:50.480 --> 00:54:52.340 Alright. So if I resume, 809 00:54:52.640 --> 00:54:55.300 this is similar to that double opt in that I shared about. 810 00:54:55.600 --> 00:55:00.900 So now if I want to get emails, then I'm just going to confirm that I wish to receive emails. 811 00:55:01.415 --> 00:55:02.714 Subscription is confirmed. 812 00:55:03.095 --> 00:55:05.515 This is that, custom thank you or that, 813 00:55:06.135 --> 00:55:10.474 system generated thank you page so that if you are doing, like, the downloadables, 814 00:55:10.935 --> 00:55:14.695 this is where they're gonna be able to download that option. And then in 815 00:55:16.400 --> 00:55:17.900 too many tabs. 816 00:55:18.800 --> 00:55:20.820 My list so if I go back to my list, 817 00:55:22.400 --> 00:55:23.620 now I have my automations. 818 00:55:24.160 --> 00:55:27.920 And then now I can see that my contact record is right here inside that automation. 819 00:55:27.920 --> 00:55:34.724 So I was already sent the email, and then now you can see kind of the flow of they're actually in your your automation sequence. 820 00:55:34.724 --> 00:55:39.094 They're able to get your emails. You can send your downloadables through your email as well. 821 00:55:39.367 --> 00:55:45.550 But this can be a really great way to keep people engaged and keep them interested in getting content from you, 822 00:55:45.850 --> 00:55:51.390 especially if you're doing that freebie like I touched on earlier of, like, if you're offering a downloadable, giving them something free 823 00:55:51.690 --> 00:55:52.190 to 824 00:55:52.890 --> 00:55:55.230 access once they get onto your list. 825 00:55:55.290 --> 00:56:00.325 This can be a really great way to keep them interested, keep them warm, give them additional offers of, like, hey. 826 00:56:00.325 --> 00:56:02.345 Let's book a one on one meeting, or 827 00:56:02.724 --> 00:56:04.425 I just launched this new product. 828 00:56:04.885 --> 00:56:08.425 You know, be the first to know. Maybe they're not actually the first to know or whatever. 829 00:56:09.960 --> 00:56:11.900 Whatever you want to add into your 830 00:56:12.200 --> 00:56:13.000 email sequence. 831 00:56:13.000 --> 00:56:19.740 Like, you can add additional information here, but it's a really great way to be able to kind of walk through things, see how things are connected. 832 00:56:20.040 --> 00:56:20.680 And then, 833 00:56:21.080 --> 00:56:28.015 now you can see here in the sign up forms tab, like, this is that landing page that is connected to this list as well. 834 00:56:28.015 --> 00:56:28.515 So 835 00:56:29.295 --> 00:56:34.194 you're able to kinda see all of the information that is connected to this list specifically. 836 00:56:34.335 --> 00:56:36.835 And then if I do the analytics tab again, 837 00:56:37.370 --> 00:56:40.670 this is where I can see all of the current opt ins 838 00:56:40.970 --> 00:56:44.890 and add those extra columns to see, like, your custom fields and things like that. 839 00:56:44.890 --> 00:56:47.150 So I know I've been kind 840 00:56:47.610 --> 00:56:50.350 of all over the place. I've gone through, kind of everything, 841 00:56:50.730 --> 00:56:50.890 but, 842 00:56:52.365 --> 00:56:57.105 you know, your your list can be a really great way to kinda have, like, a root place to 843 00:56:57.405 --> 00:57:04.865 keep things connected and to have, like, your automation and your specific settings to then apply to different landing pages. 844 00:57:05.170 --> 00:57:08.550 But then on the landing pages themselves, you can also customize it further 845 00:57:09.010 --> 00:57:15.190 on your sign up form or in the embedded form, however it is that you plan on capturing that information from them. 846 00:57:16.530 --> 00:57:19.945 With that, I will pause talking for a second. 847 00:57:20.565 --> 00:57:22.345 Does anybody have additional 848 00:57:22.805 --> 00:57:24.105 questions or, 849 00:57:24.885 --> 00:57:26.345 anything that I can 850 00:57:26.645 --> 00:57:31.865 kind of help with at all? Eric, I see you have a question. Can you put a funnel on your home page? 851 00:57:32.330 --> 00:57:33.310 You can't necessarily 852 00:57:33.690 --> 00:57:34.190 have 853 00:57:35.610 --> 00:57:39.950 the funnel, like, on the site itself. However, I have seen where folks do, 854 00:57:41.210 --> 00:57:42.750 their root URL 855 00:57:43.050 --> 00:57:47.230 of their domain is the the funnel. So they don't actually, like, 856 00:57:48.305 --> 00:57:53.744 customize the funnel URL, and they just put it underneath the site and don't change, like, the slug side of it. 857 00:57:53.744 --> 00:57:56.085 And then that would end up making it your, 858 00:57:58.305 --> 00:58:02.325 your home page, but you can also do like I said, you can also still connect everything. 859 00:58:02.589 --> 00:58:08.210 You still have the option in your sign up forms and through your list to still direct them to other landing pages, 860 00:58:08.829 --> 00:58:11.329 to still get that funnel feel. And maybe it is 861 00:58:11.710 --> 00:58:17.329 they sign up on your home site, your home page, and then, you know, they get started into a funnel series. 862 00:58:17.735 --> 00:58:21.115 So, you know, your funnel could also be your thank you page as well. 863 00:58:23.335 --> 00:58:25.355 Hopefully, that helped answer your question. 864 00:58:27.495 --> 00:58:29.035 Any other questions? 865 00:58:31.450 --> 00:58:35.850 I really came just to learn a little bit more about the opt in system because I haven't used it in Simplero Area yet. 866 00:58:35.850 --> 00:58:38.810 So this was a really nice overview of how they work and how they're structured. 867 00:58:38.810 --> 00:58:41.050 I'm really glad we took that moment with, 868 00:58:41.370 --> 00:58:46.010 triggers because I was a little confused about automations and triggers as well, but you explained it really elegantly, Justine. 869 00:58:46.010 --> 00:58:46.965 Thank you so much. 870 00:58:47.525 --> 00:58:49.365 So I'm really looking forward to getting started with it. 871 00:58:50.005 --> 00:58:55.145 And this will be recorded so I can dip back into it at the time when I do come to set my own up. 872 00:58:55.765 --> 00:58:59.385 Yes. Yes. I I did have a very slight half a second 873 00:59:00.980 --> 00:59:03.760 panic thinking that I forgot to start the recording back Calvin. 874 00:59:04.260 --> 00:59:08.099 But luckily, I see the option to pause it and not to resume it, so we are good to go. 875 00:59:08.099 --> 00:59:11.480 It is recorded. Otherwise, if it wasn't, we just have to redo it. Right? 876 00:59:11.859 --> 00:59:12.359 Amazing. 877 00:59:12.980 --> 00:59:17.055 No. Thanks so much for, like, being so clear with that. I appreciate it. Yeah. Absolutely. 878 00:59:17.115 --> 00:59:22.415 I'd like I said, I tend to talk all over the place and, tend to get very tangential. So, 879 00:59:22.715 --> 00:59:25.615 I'm glad that it it came off clear and elegant. 880 00:59:26.555 --> 00:59:32.440 I've also just realized logging in that you're the person on the front page of Simplero who's stressed out with the computer. 881 00:59:32.980 --> 00:59:34.839 Yep. Yep. That's me now. 882 00:59:36.420 --> 00:59:39.119 Oh, wait. I was, like, trying to follow along and I, like, logged in to Simplero. 883 00:59:39.140 --> 00:59:41.640 And I'm like, wait. It's Justine. There she is. 884 00:59:42.260 --> 00:59:45.955 Yeah. Yeah. That was a fun jump scare not a couple days ago. 885 00:59:45.955 --> 00:59:51.175 I I I knew I gave the pictures obviously to the team, but I I wasn't expecting it up there already. 886 00:59:51.635 --> 00:59:52.135 Okay. 887 00:59:52.435 --> 00:59:53.575 But, yeah, you'll, 888 00:59:54.035 --> 00:59:59.069 as you as you guys are here longer, you will likely get used to seeing my face around a lot, 889 00:59:59.710 --> 01:00:03.089 just because I am in tickets, and I do a lot of these workshops. And, 890 01:00:03.470 --> 01:00:07.170 I do help with a lot of different moving parts inside of Simplero. So, 891 01:00:08.430 --> 01:00:09.650 get used to it, I guess. 892 01:00:11.630 --> 01:00:12.130 Yeah. 893 01:00:12.545 --> 01:00:16.565 Is that a perspective thing on the photo, or is the cup of coffee literally that big? 894 01:00:18.065 --> 01:00:20.165 I gotta look. I think it's literally that big. 895 01:00:20.545 --> 01:00:24.305 And I will let you guys know this is totally like a quirk and off the side. 896 01:00:24.305 --> 01:00:31.020 I had to take my desk rack I took my desk raccoon off of, my desk in order to take the photo, so it looked more professional. 897 01:00:31.880 --> 01:00:32.940 So I sacrificed. 898 01:00:33.960 --> 01:00:37.960 I sacrificed. But yeah. No. No. That, that coffee cup is actually that large. 899 01:00:37.960 --> 01:00:42.619 It is it's it's a very large coffee cup. I love coffee. We need big cups. Big cups are important. 900 01:00:42.680 --> 01:00:43.660 I like that. Exactly. 901 01:00:44.065 --> 01:00:45.445 Especially when it comes to coffee. 902 01:00:46.545 --> 01:00:50.785 Awesome. I'm gonna jump, but thank you so much, Justine. I'll catch you later. Yeah. Absolutely. 903 01:00:50.785 --> 01:00:54.325 See. I was lovely to meet you. Great. Any other last minute questions? 904 01:00:57.470 --> 01:00:58.369 No? Okay. 905 01:00:58.990 --> 01:01:01.490 The recording will be available later today. 906 01:01:02.030 --> 01:01:07.569 Once it's been processed and I've got a chance to upload it, I will also make sure to send you guys a copy, 907 01:01:08.030 --> 01:01:09.790 or a link to the new recording, 908 01:01:10.244 --> 01:01:14.825 so that you can easily access it. If you guys have any additional questions or if anything 909 01:01:15.444 --> 01:01:16.265 felt unclear 910 01:01:16.565 --> 01:01:19.224 or you need additional clarification on, 911 01:01:19.845 --> 01:01:24.345 or just general, like, how tos, don't hesitate to reach out to our support team, 912 01:01:24.720 --> 01:01:26.640 through our support tickets. We're happy to help. 913 01:01:26.640 --> 01:01:34.180 And then, also, like I said earlier, our implementation workshops are also a really great place to get support, and those four those are four times a week. 914 01:01:34.880 --> 01:01:38.665 And there are a variety of different times, so definitely definitely encourage those. 915 01:01:38.665 --> 01:01:43.565 But, on that note, I hope you guys have a fantastic rest of your day, and I will see you guys later. 916 01:01:43.625 --> 01:01:44.365 Bye, guys.