GMT20260430-190448_Recording

0:00

S… Speaker 4 (GMT20260430-190448_Recording)

through like some of the campaigns we have going right now or I

0:05

S… Speaker 5 (GMT20260430-190448_Recording)

would say yeah like I'd love to know how you're

0:09

S… Speaker 5 (GMT20260430-190448_Recording)

yeah so like a new project comes up what's kind of your process so I'm assuming you're going

0:13

S… Speaker 5 (GMT20260430-190448_Recording)

in are you cloning a campaign are you starting from scratch like kind of I'd love

0:17

S… Speaker 5 (GMT20260430-190448_Recording)

to know like what does that look like um how are you building them

0:22

S… Speaker 5 (GMT20260430-190448_Recording)

um, logic or,

0:23

S… Speaker 5 (GMT20260430-190448_Recording)

you know, if you're using decision diamonds or what are your kind of triggers,

0:27

S… Speaker 5 (GMT20260430-190448_Recording)

just all of kind of like your current process so that we can,

0:30

S… Speaker 6 (GMT20260430-190448_Recording)

um,

0:31

S… Speaker 6 (GMT20260430-190448_Recording)

yeah,

0:32

S… Speaker 5 (GMT20260430-190448_Recording)

that would be, that would be great.

0:34

S… Speaker 1 (GMT20260430-190448_Recording)

Okay.

0:34

S… Speaker 4 (GMT20260430-190448_Recording)

Yeah,

0:36

S… Speaker 4 (GMT20260430-190448_Recording)

I can speak for myself and Randy,

0:38

S… Speaker 4 (GMT20260430-190448_Recording)

you can chime in and maybe we could show some of both.

0:40

S… Speaker 4 (GMT20260430-190448_Recording)

I think her and I do things fairly similarly.

0:43

S… Speaker 4 (GMT20260430-190448_Recording)

Usually what we're doing right now,

0:46

S… Speaker 4 (GMT20260430-190448_Recording)

a lot of times it is cloning a different campaign.

0:49

S… Speaker 4 (GMT20260430-190448_Recording)

If it's something that's a similar product so that

0:53

S… Speaker 4 (GMT20260430-190448_Recording)

we know that it's going to need.

0:55

S… Speaker 4 (GMT20260430-190448_Recording)

similar types of decision diamonds and that kind of thing.

0:58

S… Speaker 4 (GMT20260430-190448_Recording)

We do use a lot of decision diamonds.

1:00

S… Speaker 4 (GMT20260430-190448_Recording)

Usually those are separating people,

1:02

S… Speaker 4 (GMT20260430-190448_Recording)

member versus non -member,

1:04

S… Speaker 4 (GMT20260430-190448_Recording)

and then within the members by their membership levels.

1:08

S… Speaker 4 (GMT20260430-190448_Recording)

is how we're using those mostly um because then

1:13

S… Speaker 4 (GMT20260430-190448_Recording)

the info that will be shared is based on you

1:17

S… Speaker 4 (GMT20260430-190448_Recording)

know the different coupon codes that they get based on the level that they are and that kind

1:21

S… Speaker 4 (GMT20260430-190448_Recording)

of thing so um so using a lot of those decision

1:25

S… Speaker 4 (GMT20260430-190448_Recording)

diamonds and some of those we've had some issues um I think I

1:29

S… Speaker 4 (GMT20260430-190448_Recording)

figured out some of it with Benjamin um part of it that we're learning

1:33

S… Speaker 4 (GMT20260430-190448_Recording)

is we're

1:35

S… Speaker 4 (GMT20260430-190448_Recording)

we're learning to use a workaround for like our EBAs,

1:38

S… Speaker 4 (GMT20260430-190448_Recording)

for example,

1:39

S… Speaker 4 (GMT20260430-190448_Recording)

because of the way that it's set up.

1:42

S… Speaker 4 (GMT20260430-190448_Recording)

It's like a, Laura,

1:45

S… Speaker 4 (GMT20260430-190448_Recording)

do you remember what they're called?

1:45

S… Speaker 4 (GMT20260430-190448_Recording)

Instead of it being a dropdown,

1:47

S… Speaker 4 (GMT20260430-190448_Recording)

it's a radio button.

1:51

S… Speaker 4 (GMT20260430-190448_Recording)

And so when you're trying to filter people who don't have that,

1:55

S… Speaker 4 (GMT20260430-190448_Recording)

there's not really a good way.

1:58

S… Speaker 4 (GMT20260430-190448_Recording)

Because if you say leave it blank,

1:59

S… Speaker 4 (GMT20260430-190448_Recording)

then it keep kind of has a hard time with that,

2:01

S… Speaker 1 (GMT20260430-190448_Recording)

you know.

2:02

S… Speaker 4 (GMT20260430-190448_Recording)

So we've been having some issues there with

2:06

S… Speaker 4 (GMT20260430-190448_Recording)

decision diamonds.

2:07

S… Speaker 4 (GMT20260430-190448_Recording)

I'm trying to think what our other biggest.

2:14

S… Speaker 2 (GMT20260430-190448_Recording)

things are real quick the the

2:18

S… Speaker 2 (GMT20260430-190448_Recording)

eba it's our elite board of advisors we call them the eba they are our

2:22

S… Speaker 2 (GMT20260430-190448_Recording)

top tier clients it's so they're the ones we should be we

2:26

S… Speaker 2 (GMT20260430-190448_Recording)

should be treating the best giving them the best communication not

2:31

S… Speaker 2 (GMT20260430-190448_Recording)

making mistakes and they seem to hit all the mistakes seem to hit them

2:35

S… Speaker 1 (GMT20260430-190448_Recording)

it's like

2:36

S… Speaker 8 (GMT20260430-190448_Recording)

Of course.

2:36

S… Speaker 1 (GMT20260430-190448_Recording)

Right.

2:36

S… Speaker 6 (GMT20260430-190448_Recording)

Yeah.

2:37

S… Speaker 1 (GMT20260430-190448_Recording)

Yeah.

2:37

S… Speaker 2 (GMT20260430-190448_Recording)

So that's one thing in the back of our mind.

2:40

S… Speaker 2 (GMT20260430-190448_Recording)

Always. We're always watching specifically for that group.

2:42

S… Speaker 2 (GMT20260430-190448_Recording)

It's a small group.

2:43

S… Speaker 2 (GMT20260430-190448_Recording)

And anyway.

2:44

S… Speaker 1 (GMT20260430-190448_Recording)

I was going to say that our other main.

2:49

S… Speaker 1 (GMT20260430-190448_Recording)

frustration this isn't specific to automations but just keep in general is

2:53

S… Speaker 1 (GMT20260430-190448_Recording)

the texting limitations both in um the

2:57

S… Speaker 1 (GMT20260430-190448_Recording)

lack of reporting around texting and then also in that

3:01

S… Speaker 1 (GMT20260430-190448_Recording)

we're limited to 500 especially for that

3:05

S… Speaker 1 (GMT20260430-190448_Recording)

that works okay for the most part for our members but even sometimes if we're doing our whole membership

3:10

S… Speaker 1 (GMT20260430-190448_Recording)

um we

3:12

S… Speaker 1 (GMT20260430-190448_Recording)

have more than that that are trying to receive it and then we don't know who got it

3:16

S… Speaker 1 (GMT20260430-190448_Recording)

who didn't get it um so that's been hard and then just the

3:21

S… Speaker 1 (GMT20260430-190448_Recording)

actually like we can't use emojis and we can't attach an image or anything to

3:25

S… Speaker 1 (GMT20260430-190448_Recording)

to the actual text is also um a limitation but that doesn't really come

3:29

S… Speaker 1 (GMT20260430-190448_Recording)

down to like the nuts and bolts of building the campaign but that is something that we have

3:34

S… Speaker 1 (GMT20260430-190448_Recording)

had a lot of frustration with and had to supplement

3:38

S… Speaker 1 (GMT20260430-190448_Recording)

other softwares to address.

3:40

S… Speaker 5 (GMT20260430-190448_Recording)

And I was just going to say,

3:42

S… Speaker 5 (GMT20260430-190448_Recording)

are you using the native keep texting reminder widget

3:46

S… Speaker 1 (GMT20260430-190448_Recording)

then?

3:46

S… Speaker 5 (GMT20260430-190448_Recording)

Or are you using a third party?

3:50

S… Speaker 5 (GMT20260430-190448_Recording)

texting reminder like are you using the actual widget like an email

3:54

S… Speaker 5 (GMT20260430-190448_Recording)

widget there's the text widget inside a campaign is that how you're typically texting

3:58

S… Speaker 1 (GMT20260430-190448_Recording)

is like yes so yes and so we will use

4:03

S… Speaker 4 (GMT20260430-190448_Recording)

um we use broadcast texting like for our members

4:07

S… Speaker 1 (GMT20260430-190448_Recording)

for a call reminder like a training reminder things like that um but

4:11

S… Speaker 1 (GMT20260430-190448_Recording)

then we'll use it marketing wise inside of a

4:14

S… Speaker 3 (GMT20260430-190448_Recording)

an automation.

4:15

S… Speaker 1 (GMT20260430-190448_Recording)

I still call them campaigns all the time,

4:16

S… Speaker 1 (GMT20260430-190448_Recording)

but inside.

4:17

S… Speaker 1 (GMT20260430-190448_Recording)

I know me too.

4:17

S… Speaker 1 (GMT20260430-190448_Recording)

And then we have used

4:22

S… Speaker 1 (GMT20260430-190448_Recording)

third party to do like one -to -one texting.

4:24

S… Speaker 1 (GMT20260430-190448_Recording)

If it's something that we want to make sure we really can get through to people.

4:28

S… Speaker 1 (GMT20260430-190448_Recording)

And yeah.

4:30

S… Speaker 5 (GMT20260430-190448_Recording)

Which third party did you,

4:32

S… Speaker 5 (GMT20260430-190448_Recording)

have you used in the past?

4:33

S… Speaker 1 (GMT20260430-190448_Recording)

We're just using Google voice.

4:34

S… Speaker 1 (GMT20260430-190448_Recording)

So it's not like a true software,

4:37

S… Speaker 1 (GMT20260430-190448_Recording)

but that's just where we have our.

4:39

S… Speaker 1 (GMT20260430-190448_Recording)

phone number for more than just great dancing through.

4:41

S… Speaker 1 (GMT20260430-190448_Recording)

So it's like,

4:42

S… Speaker 3 (GMT20260430-190448_Recording)

it's manual.

4:42

S… Speaker 3 (GMT20260430-190448_Recording)

Yeah.

4:44

S… Speaker 1 (GMT20260430-190448_Recording)

Right.

4:44

S… Speaker 4 (GMT20260430-190448_Recording)

It makes it so we really can't do a lot of,

4:48

S… Speaker 4 (GMT20260430-190448_Recording)

of broadcast texting,

4:49

S… Speaker 4 (GMT20260430-190448_Recording)

which we would like to do more of.

4:52

S… Speaker 4 (GMT20260430-190448_Recording)

Definitely makes that hard.

4:56

S… Speaker 1 (GMT20260430-190448_Recording)

Yep.

4:56

S… Speaker 1 (GMT20260430-190448_Recording)

Yeah.

4:56

S… Speaker 6 (GMT20260430-190448_Recording)

Okay.

4:58

S… Speaker 7 (GMT20260430-190448_Recording)

So.

5:00

S… Speaker 1 (GMT20260430-190448_Recording)

That is,

5:01

S… Speaker 1 (GMT20260430-190448_Recording)

I think,

5:02

S… Speaker 5 (GMT20260430-190448_Recording)

all I can think of in terms of some of the struggles

5:07

S… Speaker 1 (GMT20260430-190448_Recording)

there.

5:07

S… Speaker 5 (GMT20260430-190448_Recording)

The other thing we're doing a lot inside of

5:11

S… Speaker 5 (GMT20260430-190448_Recording)

automations is triggering a registered attendee sequence

5:15

S… Speaker 5 (GMT20260430-190448_Recording)

once they have registered for a particular product,

5:19

S… Speaker 5 (GMT20260430-190448_Recording)

whether they purchase it or if it's a free product that they register for it,

5:22

S… Speaker 5 (GMT20260430-190448_Recording)

then they get the registered attendee communication.

5:25

S… Speaker 5 (GMT20260430-190448_Recording)

So usually we're doing that all within one automation.

5:29

S… Speaker 5 (GMT20260430-190448_Recording)

unless it's something that's more extensive.

5:31

S… Speaker 5 (GMT20260430-190448_Recording)

For example, we have our studio transformation challenge coming up this summer and

5:35

S… Speaker 5 (GMT20260430-190448_Recording)

that's a four week program.

5:36

S… Speaker 5 (GMT20260430-190448_Recording)

So since there's so much communication to those attendees,

5:40

S… Speaker 5 (GMT20260430-190448_Recording)

since it's a long,

5:41

S… Speaker 5 (GMT20260430-190448_Recording)

longer term program than like a single day training,

5:44

S… Speaker 5 (GMT20260430-190448_Recording)

we have a separate automation for the registered attendees

5:48

S… Speaker 5 (GMT20260430-190448_Recording)

altogether,

5:48

S… Speaker 5 (GMT20260430-190448_Recording)

but it's still triggered by the purchase in that marketing campaign.

5:52

S… Speaker 5 (GMT20260430-190448_Recording)

Then they kind of get put over in this other one.

5:54

S… Speaker 3 (GMT20260430-190448_Recording)

Yep.

5:54

S… Speaker 1 (GMT20260430-190448_Recording)

Okay.

5:55

S… Speaker 3 (GMT20260430-190448_Recording)

That makes sense.

5:56

S… Speaker 2 (GMT20260430-190448_Recording)

Yeah.

5:58

S… Speaker 5 (GMT20260430-190448_Recording)

Sometimes we have started from scratch because we have

6:02

S… Speaker 5 (GMT20260430-190448_Recording)

wondered if some of our like repeat frustrations are because something

6:06

S… Speaker 5 (GMT20260430-190448_Recording)

was not built right.

6:08

S… Speaker 1 (GMT20260430-190448_Recording)

And we're like,

6:09

S… Speaker 6 (GMT20260430-190448_Recording)

you're just repeating it into the next one.

6:11

S… Speaker 5 (GMT20260430-190448_Recording)

So I feel like maybe about a year ago,

6:15

S… Speaker 5 (GMT20260430-190448_Recording)

we kind of were like, okay,

6:15

S… Speaker 5 (GMT20260430-190448_Recording)

let's stop duplicating and let's try rebuilding things from scratch.

6:21

S… Speaker 5 (GMT20260430-190448_Recording)

But the frustration there is then just like building all the emails

6:25

S… Speaker 5 (GMT20260430-190448_Recording)

again, especially if it's similar emails.

6:27

S… Speaker 5 (GMT20260430-190448_Recording)

And then it's like,

6:29

S… Speaker 5 (GMT20260430-190448_Recording)

okay, we have to create templates for all these so we can kind of copy them over to this new campaign.

6:32

S… Speaker 1 (GMT20260430-190448_Recording)

So anyway,

6:34

S… Speaker 1 (GMT20260430-190448_Recording)

that's what we did.

6:36

S… Speaker 5 (GMT20260430-190448_Recording)

But now that we've rebuilt those and kind of addressed some of those repeat issues

6:41

S… Speaker 5 (GMT20260430-190448_Recording)

we were having, we've gone back to doing more of duplicating an existing one.

6:45

S… Speaker 3 (GMT20260430-190448_Recording)

Good,

6:46

S… Speaker 1 (GMT20260430-190448_Recording)

good.

6:46

S… Speaker 1 (GMT20260430-190448_Recording)

Okay.

6:49

S… Speaker 5 (GMT20260430-190448_Recording)

I can't really think of anything else right off the top of my head.

6:52

S… Speaker 1 (GMT20260430-190448_Recording)

Yeah,

6:53

S… Speaker 1 (GMT20260430-190448_Recording)

me neither.

6:53

S… Speaker 2 (GMT20260430-190448_Recording)

At Hillary,

6:57

S… Speaker 4 (GMT20260430-190448_Recording)

we were talking on some of the billing things and I brought up how adding to

7:01

S… Speaker 1 (GMT20260430-190448_Recording)

a campaign.

7:03

S… Speaker 4 (GMT20260430-190448_Recording)

manually they're not falling in for communication and amber

7:07

S… Speaker 4 (GMT20260430-190448_Recording)

brought up something there might be something set up within

7:11

S… Speaker 4 (GMT20260430-190448_Recording)

that um product purchase to include zero dollar purchases it

7:15

S… Speaker 6 (GMT20260430-190448_Recording)

might be okay yeah so and i'm happy to show you that if if

7:19

S… Speaker 6 (GMT20260430-190448_Recording)

one of you wants to kind of show me how you are building campaigns

7:23

S… Speaker 6 (GMT20260430-190448_Recording)

um or just yeah in general

7:27

S… Speaker 6 (GMT20260430-190448_Recording)

you know, what you're doing and frustrations,

7:29

S… Speaker 6 (GMT20260430-190448_Recording)

but yeah, I can show you when you,

7:30

S… Speaker 6 (GMT20260430-190448_Recording)

when you bring in that product goal into your purchase,

7:34

S… Speaker 6 (GMT20260430-190448_Recording)

there's an option that says,

7:36

S… Speaker 6 (GMT20260430-190448_Recording)

I think it's like the last one I'm going off memory.

7:39

S… Speaker 6 (GMT20260430-190448_Recording)

One of them is $0 invoices would be included in the

7:43

S… Speaker 6 (GMT20260430-190448_Recording)

trigger and that hopefully would solve that.

7:47

S… Speaker 7 (GMT20260430-190448_Recording)

That's great to know.

7:48

S… Speaker 7 (GMT20260430-190448_Recording)

Yep, that's perfect.

7:49

S… Speaker 6 (GMT20260430-190448_Recording)

And I get why they have it an option because maybe somebody,

7:52

S… Speaker 6 (GMT20260430-190448_Recording)

if they, you know,

7:53

S… Speaker 6 (GMT20260430-190448_Recording)

for whatever reason,

7:54

S… Speaker 6 (GMT20260430-190448_Recording)

you know, they don't want them to get that.

7:56

S… Speaker 6 (GMT20260430-190448_Recording)

But yeah, hopefully that will,

7:57

S… Speaker 6 (GMT20260430-190448_Recording)

but that should,

7:58

S… Speaker 6 (GMT20260430-190448_Recording)

in theory, then add them if they have a $0 invoice.

8:02

S… Speaker 7 (GMT20260430-190448_Recording)

That makes sense.

8:03

S… Speaker 1 (GMT20260430-190448_Recording)

I feel like I've seen that before,

8:04

S… Speaker 5 (GMT20260430-190448_Recording)

but I'm not,

8:06

S… Speaker 5 (GMT20260430-190448_Recording)

well, can you see the pop -up on this or no?

8:08

S… Speaker 2 (GMT20260430-190448_Recording)

Yeah.

8:08

S… Speaker 3 (GMT20260430-190448_Recording)

Yes.

8:13

S… Speaker 6 (GMT20260430-190448_Recording)

So it would need to be product.

8:15

S… Speaker 7 (GMT20260430-190448_Recording)

Oh,

8:16

S… Speaker 6 (GMT20260430-190448_Recording)

so maybe that's why.

8:17

S… Speaker 6 (GMT20260430-190448_Recording)

So you're doing order form.

8:18

S… Speaker 6 (GMT20260430-190448_Recording)

Try changing that to product for a second.

8:21

S… Speaker 6 (GMT20260430-190448_Recording)

And then you would pull in and then see how it says include

8:25

S… Speaker 1 (GMT20260430-190448_Recording)

zero.

8:25

S… Speaker 6 (GMT20260430-190448_Recording)

So yeah, you just can't do it via order form.

8:28

S… Speaker 6 (GMT20260430-190448_Recording)

You have to choose the product.

8:30

S… Speaker 7 (GMT20260430-190448_Recording)

Okay,

8:31

S… Speaker 7 (GMT20260430-190448_Recording)

that's good to know.

8:33

S… Speaker 1 (GMT20260430-190448_Recording)

Well, look at that.

8:33

S… Speaker 4 (GMT20260430-190448_Recording)

We just learned something right there.

8:36

S… Speaker 3 (GMT20260430-190448_Recording)

Yeah,

8:39

S… Speaker 6 (GMT20260430-190448_Recording)

that should then solve that problem.

8:40

S… Speaker 1 (GMT20260430-190448_Recording)

Okay.

8:41

S… Speaker 1 (GMT20260430-190448_Recording)

I remember we've seen this before.

8:42

S… Speaker 5 (GMT20260430-190448_Recording)

So sometimes maybe we're just doing the wrong thing and doing order form.

8:45

S… Speaker 1 (GMT20260430-190448_Recording)

Okay.

8:46

S… Speaker 3 (GMT20260430-190448_Recording)

Yeah.

8:47

S… Speaker 6 (GMT20260430-190448_Recording)

I typically find that product has more

8:51

S… Speaker 6 (GMT20260430-190448_Recording)

options is a little bit better to use when you're having

8:55

S… Speaker 6 (GMT20260430-190448_Recording)

that product purchase as the goal.

8:57

S… Speaker 1 (GMT20260430-190448_Recording)

Okay.

8:59

S… Speaker 1 (GMT20260430-190448_Recording)

Great.

8:59

S… Speaker 1 (GMT20260430-190448_Recording)

Yeah.

8:59

S… Speaker 6 (GMT20260430-190448_Recording)

And you can have multiple in there,

9:02

S… Speaker 6 (GMT20260430-190448_Recording)

right? So if you have a three pet,

9:03

S… Speaker 6 (GMT20260430-190448_Recording)

like if you're doing a subscription,

9:04

S… Speaker 6 (GMT20260430-190448_Recording)

like if you have a,

9:05

S… Speaker 2 (GMT20260430-190448_Recording)

and Laura,

9:06

S… Speaker 6 (GMT20260430-190448_Recording)

I know we'll talk about that separate,

9:07

S… Speaker 6 (GMT20260430-190448_Recording)

but how, you know,

9:08

S… Speaker 6 (GMT20260430-190448_Recording)

depending on,

9:09

S… Speaker 6 (GMT20260430-190448_Recording)

are you building your products?

9:11

S… Speaker 6 (GMT20260430-190448_Recording)

as a subscription and a one -time payment,

9:15

S… Speaker 6 (GMT20260430-190448_Recording)

or are you separating them out and you're building one product for the full pay,

9:18

S… Speaker 6 (GMT20260430-190448_Recording)

one product that's just a subscription,

9:20

S… Speaker 1 (GMT20260430-190448_Recording)

right?

9:20

S… Speaker 6 (GMT20260430-190448_Recording)

Sometimes you might have to bring both of those in there depending on how you're setting it up,

9:24

S… Speaker 6 (GMT20260430-190448_Recording)

but we can look at that when we go over kind of how you're building that side

9:28

S… Speaker 3 (GMT20260430-190448_Recording)

of things.

9:29

S… Speaker 2 (GMT20260430-190448_Recording)

Yeah,

9:29

S… Speaker 1 (GMT20260430-190448_Recording)

at this point,

9:30

S… Speaker 4 (GMT20260430-190448_Recording)

I can just tell you,

9:31

S… Speaker 4 (GMT20260430-190448_Recording)

we don't do,

9:32

S… Speaker 4 (GMT20260430-190448_Recording)

Maggie's adding subscriptions,

9:34

S… Speaker 4 (GMT20260430-190448_Recording)

but we're not using subscriptions anywhere else.

9:37

S… Speaker 2 (GMT20260430-190448_Recording)

We need to start,

9:38

S… Speaker 4 (GMT20260430-190448_Recording)

you know.

9:39

S… Speaker 1 (GMT20260430-190448_Recording)

Great.

9:40

S… Speaker 6 (GMT20260430-190448_Recording)

So when you're doing the marketing side of things,

9:42

S… Speaker 6 (GMT20260430-190448_Recording)

none of these right here are going to have a subscription.

9:45

S… Speaker 6 (GMT20260430-190448_Recording)

They're usually just a full pay.

9:46

S… Speaker 3 (GMT20260430-190448_Recording)

No,

9:47

S… Speaker 7 (GMT20260430-190448_Recording)

but we have a lot of things that are broken into payment plans.

9:51

S… Speaker 7 (GMT20260430-190448_Recording)

Are you saying that would be the same thing?

9:53

S… Speaker 6 (GMT20260430-190448_Recording)

No, that'd be different.

9:55

S… Speaker 6 (GMT20260430-190448_Recording)

Yeah, the payment plan is connected to the product.

9:57

S… Speaker 6 (GMT20260430-190448_Recording)

So as long as we chose that product,

9:59

S… Speaker 3 (GMT20260430-190448_Recording)

you would be fine.

10:00

S… Speaker 1 (GMT20260430-190448_Recording)

Perfect.

10:00

S… Speaker 1 (GMT20260430-190448_Recording)

Yeah.

10:01

S… Speaker 1 (GMT20260430-190448_Recording)

Subscription is something specific.

10:04

S… Speaker 3 (GMT20260430-190448_Recording)

It's a constant amount on like

10:08

S… Speaker 3 (GMT20260430-190448_Recording)

you can have it ongoing,

10:08

S… Speaker 3 (GMT20260430-190448_Recording)

whereas the payment plan is typically dividing up into a certain kind

10:13

S… Speaker 3 (GMT20260430-190448_Recording)

of installments,

10:13

S… Speaker 3 (GMT20260430-190448_Recording)

maybe instead of like an ongoing subscription.

10:16

S… Speaker 3 (GMT20260430-190448_Recording)

Yeah,

10:17

S… Speaker 1 (GMT20260430-190448_Recording)

that makes sense.

10:18

S… Speaker 1 (GMT20260430-190448_Recording)

Great.

10:20

S… Speaker 3 (GMT20260430-190448_Recording)

OK, well,

10:20

S… Speaker 3 (GMT20260430-190448_Recording)

hopefully that helps there.

10:21

S… Speaker 1 (GMT20260430-190448_Recording)

All right.

10:22

S… Speaker 3 (GMT20260430-190448_Recording)

Yes. OK, so you come in.

10:23

S… Speaker 3 (GMT20260430-190448_Recording)

So if I understood correctly,

10:25

S… Speaker 3 (GMT20260430-190448_Recording)

you're saying that.

10:28

S… Speaker 3 (GMT20260430-190448_Recording)

The marketing and the fulfillment are kind of happening in one campaign.

10:33

S… Speaker 1 (GMT20260430-190448_Recording)

Typically,

10:34

S… Speaker 2 (GMT20260430-190448_Recording)

this one is not because this is the one that's that four week program.

10:38

S… Speaker 2 (GMT20260430-190448_Recording)

So there's once they purchase,

10:41

S… Speaker 2 (GMT20260430-190448_Recording)

we're just doing the email confirmation and then they're going over to the

10:46

S… Speaker 2 (GMT20260430-190448_Recording)

other campaign for the registered attendee communication.

10:50

S… Speaker 1 (GMT20260430-190448_Recording)

Great.

10:51

S… Speaker 3 (GMT20260430-190448_Recording)

So they're not going to get.

10:52

S… Speaker 1 (GMT20260430-190448_Recording)

Go ahead.

10:54

S… Speaker 2 (GMT20260430-190448_Recording)

I can show you one where.

10:57

S… Speaker 2 (GMT20260430-190448_Recording)

The registered attendee is all within the same thing.

11:00

S… Speaker 1 (GMT20260430-190448_Recording)

Well,

11:03

S… Speaker 1 (GMT20260430-190448_Recording)

this is a huge automation that we have.

11:07

S… Speaker 2 (GMT20260430-190448_Recording)

We have just used this for all of our free trainings for

11:11

S… Speaker 2 (GMT20260430-190448_Recording)

the past year.

11:12

S… Speaker 2 (GMT20260430-190448_Recording)

So like this right here is one event.

11:15

S… Speaker 2 (GMT20260430-190448_Recording)

And then this is another event.

11:20

S… Speaker 2 (GMT20260430-190448_Recording)

They're being tagged to get them in here.

11:22

S… Speaker 2 (GMT20260430-190448_Recording)

This is the marketing.

11:23

S… Speaker 2 (GMT20260430-190448_Recording)

Once they register,

11:24

S… Speaker 2 (GMT20260430-190448_Recording)

they're going here.

11:25

S… Speaker 2 (GMT20260430-190448_Recording)

And then there's a decision diamond to separate our non -members from our members.

11:28

S… Speaker 2 (GMT20260430-190448_Recording)

And then we have an exit hatch that can pull them out of the

11:33

S… Speaker 2 (GMT20260430-190448_Recording)

marketing or the registered attendee if they decide they want to get pulled out of there for

11:37

S… Speaker 1 (GMT20260430-190448_Recording)

whatever reason.

11:39

S… Speaker 2 (GMT20260430-190448_Recording)

So that is how we're doing that.

11:41

S… Speaker 2 (GMT20260430-190448_Recording)

And then we have where they can come in right at this point so that people coming from like

11:46

S… Speaker 2 (GMT20260430-190448_Recording)

a meta ad, for example,

11:47

S… Speaker 2 (GMT20260430-190448_Recording)

if they were never in the marketing can still get into the automation for

11:51

S… Speaker 2 (GMT20260430-190448_Recording)

the communication about their registration.

11:53

S… Speaker 1 (GMT20260430-190448_Recording)

Great.

11:55

S… Speaker 3 (GMT20260430-190448_Recording)

And Randy,

11:56

S… Speaker 1 (GMT20260430-190448_Recording)

do you want to show her like the admin training one or something like that

12:00

S… Speaker 1 (GMT20260430-190448_Recording)

where it separates them at the beginning too?

12:03

S… Speaker 1 (GMT20260430-190448_Recording)

Let's

12:07

S… Speaker 2 (GMT20260430-190448_Recording)

see. So this was an event that.

12:14

S… Speaker 2 (GMT20260430-190448_Recording)

was something our members have to purchase,

12:16

S… Speaker 2 (GMT20260430-190448_Recording)

but they can get a discounted rate on it since they're a member.

12:18

S… Speaker 2 (GMT20260430-190448_Recording)

So the marketing is divided out for non -members,

12:22

S… Speaker 2 (GMT20260430-190448_Recording)

our lower levels of membership,

12:24

S… Speaker 2 (GMT20260430-190448_Recording)

and then our top members.

12:25

S… Speaker 2 (GMT20260430-190448_Recording)

So we have that decision diamond here.

12:28

S… Speaker 2 (GMT20260430-190448_Recording)

And then we've got this going

12:32

S… Speaker 2 (GMT20260430-190448_Recording)

to, when they purchase it,

12:33

S… Speaker 2 (GMT20260430-190448_Recording)

going into communication based on if they're a member or a non -member.

12:37

S… Speaker 2 (GMT20260430-190448_Recording)

I think this is where we had a tag because we were struggling

12:41

S… Speaker 2 (GMT20260430-190448_Recording)

with getting

12:42

S… Speaker 2 (GMT20260430-190448_Recording)

people to fall in here if they had a zero dollar purchase those

12:46

S… Speaker 2 (GMT20260430-190448_Recording)

eba members we were talking about earlier get this for free so i'm

12:51

S… Speaker 1 (GMT20260430-190448_Recording)

curious looking at this if that was i think that's probably it's

12:55

S… Speaker 1 (GMT20260430-190448_Recording)

probably oh yeah but i

13:00

S… Speaker 2 (GMT20260430-190448_Recording)

think hillary that's why you added this option to tag them right to go right

13:04

S… Speaker 1 (GMT20260430-190448_Recording)

because because when we put the product on their account they still were

13:08

S… Speaker 1 (GMT20260430-190448_Recording)

not getting put in there um

13:11

S… Speaker 2 (GMT20260430-190448_Recording)

But we have them going into the non -member sequence.

13:14

S… Speaker 1 (GMT20260430-190448_Recording)

That was just simply because these two sequences ended up being exactly

13:18

S… Speaker 1 (GMT20260430-190448_Recording)

the same because we didn't do any non -member follow -ups.

13:21

S… Speaker 1 (GMT20260430-190448_Recording)

So it didn't end up mattering which one they went into.

13:23

S… Speaker 2 (GMT20260430-190448_Recording)

We have some other things going on here,

13:26

S… Speaker 2 (GMT20260430-190448_Recording)

basically like a push to purchase.

13:29

S… Speaker 2 (GMT20260430-190448_Recording)

So I know there's a push to purchase option

13:33

S… Speaker 1 (GMT20260430-190448_Recording)

in here.

13:36

S… Speaker 2 (GMT20260430-190448_Recording)

Well, I think maybe within,

13:37

S… Speaker 2 (GMT20260430-190448_Recording)

if you're inside of a sequence,

13:39

S… Speaker 2 (GMT20260430-190448_Recording)

you could do.

13:40

S… Speaker 3 (GMT20260430-190448_Recording)

The email link clicked.

13:42

S… Speaker 1 (GMT20260430-190448_Recording)

Yeah,

13:43

S… Speaker 1 (GMT20260430-190448_Recording)

email link clicked.

13:44

S… Speaker 3 (GMT20260430-190448_Recording)

You have to do it outside of that.

13:46

S… Speaker 3 (GMT20260430-190448_Recording)

Yeah, you have to go outside of the menu.

13:48

S… Speaker 3 (GMT20260430-190448_Recording)

Yeah, it should be right there.

13:49

S… Speaker 2 (GMT20260430-190448_Recording)

So we used that originally and then we struggled because

13:53

S… Speaker 2 (GMT20260430-190448_Recording)

we didn't want people pulled out of the standard marketing.

13:58

S… Speaker 2 (GMT20260430-190448_Recording)

If they clicked a link,

13:59

S… Speaker 2 (GMT20260430-190448_Recording)

we wanted them to continue to get that and then to get these what felt more like personalized check

14:03

S… Speaker 1 (GMT20260430-190448_Recording)

-ins.

14:04

S… Speaker 2 (GMT20260430-190448_Recording)

in addition to these kind of mass campaign style emails.

14:08

S… Speaker 2 (GMT20260430-190448_Recording)

So we just created a workaround essentially where we

14:12

S… Speaker 2 (GMT20260430-190448_Recording)

have it apply a tag when they're clicking a button inside of an email and then it

14:17

S… Speaker 2 (GMT20260430-190448_Recording)

doesn't take them out of the regular marketing,

14:19

S… Speaker 2 (GMT20260430-190448_Recording)

but it adds them to this additional.

14:20

S… Speaker 1 (GMT20260430-190448_Recording)

Yep.

14:21

S… Speaker 3 (GMT20260430-190448_Recording)

That sounds good to me.

14:22

S… Speaker 2 (GMT20260430-190448_Recording)

So, and then this was for basically

14:26

S… Speaker 2 (GMT20260430-190448_Recording)

like a lead gen.

14:27

S… Speaker 2 (GMT20260430-190448_Recording)

download that we used in a meta ad where people could fill out a form and

14:32

S… Speaker 2 (GMT20260430-190448_Recording)

then they could get this free download.

14:33

S… Speaker 2 (GMT20260430-190448_Recording)

And that allowed us to do some different marketing

14:37

S… Speaker 2 (GMT20260430-190448_Recording)

to that particular subset of people and have

14:41

S… Speaker 2 (GMT20260430-190448_Recording)

some more leads to work closely with.

14:43

S… Speaker 2 (GMT20260430-190448_Recording)

So that was built into this same automation.

14:47

S… Speaker 1 (GMT20260430-190448_Recording)

Great.

14:49

S… Speaker 1 (GMT20260430-190448_Recording)

Yeah, so I would say one of the other things that we've been having a frustration

14:53

S… Speaker 1 (GMT20260430-190448_Recording)

I guess over is we want to be able to do

14:57

S… Speaker 1 (GMT20260430-190448_Recording)

more tracking.

15:00

S… Speaker 2 (GMT20260430-190448_Recording)

of like which of our emails are working the best,

15:03

S… Speaker 2 (GMT20260430-190448_Recording)

like which of our,

15:04

S… Speaker 2 (GMT20260430-190448_Recording)

you know,

15:05

S… Speaker 2 (GMT20260430-190448_Recording)

and we just,

15:06

S… Speaker 2 (GMT20260430-190448_Recording)

we can see when the links were clicked,

15:08

S… Speaker 2 (GMT20260430-190448_Recording)

but there's no way for us to actually be able to see if

15:12

S… Speaker 2 (GMT20260430-190448_Recording)

the purchase was made from that email,

15:15

S… Speaker 2 (GMT20260430-190448_Recording)

just if the link was clicked.

15:16

S… Speaker 2 (GMT20260430-190448_Recording)

So just like

15:20

S… Speaker 2 (GMT20260430-190448_Recording)

doing some brainstorming over,

15:22

S… Speaker 2 (GMT20260430-190448_Recording)

you know, we've kind of brainstormed.

15:25

S… Speaker 2 (GMT20260430-190448_Recording)

anything else that we can do,

15:26

S… Speaker 2 (GMT20260430-190448_Recording)

but it is seems like mostly we can just track the links being clicked,

15:30

S… Speaker 2 (GMT20260430-190448_Recording)

not the actual purchases.

15:31

S… Speaker 2 (GMT20260430-190448_Recording)

Um,

15:32

S… Speaker 2 (GMT20260430-190448_Recording)

so what I like to do,

15:34

S… Speaker 1 (GMT20260430-190448_Recording)

cause I do a lot of that,

15:36

S… Speaker 1 (GMT20260430-190448_Recording)

um, and some of the launch work I do.

15:39

S… Speaker 1 (GMT20260430-190448_Recording)

So tip it.

15:40

S… Speaker 1 (GMT20260430-190448_Recording)

So like, I want to know,

15:41

S… Speaker 1 (GMT20260430-190448_Recording)

did they buy from my card abandonment?

15:43

S… Speaker 1 (GMT20260430-190448_Recording)

Um,

15:43

S… Speaker 1 (GMT20260430-190448_Recording)

same thing.

15:44

S… Speaker 1 (GMT20260430-190448_Recording)

So what I typically do is I have a category and we can flush this out,

15:47

S… Speaker 1 (GMT20260430-190448_Recording)

but, um,

15:48

S… Speaker 1 (GMT20260430-190448_Recording)

that's just like links clicked.

15:50

S… Speaker 1 (GMT20260430-190448_Recording)

Um,

15:50

S… Speaker 1 (GMT20260430-190448_Recording)

and you actually kind of like what you're doing.

15:53

S… Speaker 1 (GMT20260430-190448_Recording)

with, with the other concept,

15:55

S… Speaker 1 (GMT20260430-190448_Recording)

you would do that for your purchases.

15:56

S… Speaker 1 (GMT20260430-190448_Recording)

And so it was clicked link to buy something,

16:01

S… Speaker 1 (GMT20260430-190448_Recording)

and then you can run your order report with that tag.

16:04

S… Speaker 1 (GMT20260430-190448_Recording)

And that's going to show you all the orders from the people who clicked in that email,

16:07

S… Speaker 1 (GMT20260430-190448_Recording)

from that button in that email.

16:09

S… Speaker 1 (GMT20260430-190448_Recording)

So kind of the same concept as what you were doing with the push to purchase,

16:13

S… Speaker 1 (GMT20260430-190448_Recording)

kind of the same idea.

16:14

S… Speaker 1 (GMT20260430-190448_Recording)

It's kind of a workaround because yeah,

16:16

S… Speaker 1 (GMT20260430-190448_Recording)

it is,

16:17

S… Speaker 1 (GMT20260430-190448_Recording)

I hear you.

16:18

S… Speaker 1 (GMT20260430-190448_Recording)

It is really hard.

16:19

S… Speaker 1 (GMT20260430-190448_Recording)

to really be able to attribute which specific email drove the

16:23

S… Speaker 1 (GMT20260430-190448_Recording)

sale without looking at like manually what email did they last open,

16:27

S… Speaker 1 (GMT20260430-190448_Recording)

compare it to the date they purchased.

16:29

S… Speaker 1 (GMT20260430-190448_Recording)

So that's one workaround is doing the same concept that you're doing over

16:33

S… Speaker 1 (GMT20260430-190448_Recording)

there. Okay.

16:34

S… Speaker 3 (GMT20260430-190448_Recording)

Okay.

16:35

S… Speaker 2 (GMT20260430-190448_Recording)

That's good to know.

16:36

S… Speaker 3 (GMT20260430-190448_Recording)

Great.

16:38

S… Speaker 2 (GMT20260430-190448_Recording)

um yeah as far as anything else i think this

16:42

S… Speaker 2 (GMT20260430-190448_Recording)

is the majority of what we of what we where what

16:46

S… Speaker 2 (GMT20260430-190448_Recording)

we do and kind of where we live right in here um sometimes we'll

16:50

S… Speaker 2 (GMT20260430-190448_Recording)

have people who have purchased like for our bigger

16:54

S… Speaker 2 (GMT20260430-190448_Recording)

events that register from somewhere else and will manually

16:58

S… Speaker 2 (GMT20260430-190448_Recording)

tag them to put them in um but this i

17:02

S… Speaker 2 (GMT20260430-190448_Recording)

would say is the majority of what

17:04

S… Speaker 2 (GMT20260430-190448_Recording)

what we're doing and then more on the membership team wise

17:08

S… Speaker 2 (GMT20260430-190448_Recording)

or just one -offs is what we're using the broadcast for but majority

17:13

S… Speaker 2 (GMT20260430-190448_Recording)

is living inside those campaigns and most of them are set

17:17

S… Speaker 2 (GMT20260430-190448_Recording)

up fairly similar okay and when you're doing your

17:21

S… Speaker 1 (GMT20260430-190448_Recording)

decision diamonds do you typically have a bunch of

17:26

S… Speaker 1 (GMT20260430-190448_Recording)

things that you're excluding i'm sorry i meant to ask while you were in there yeah

17:30

S… Speaker 2 (GMT20260430-190448_Recording)

i can pull it up it looks like randy had to hop on a call really fast

17:34

S… Speaker 2 (GMT20260430-190448_Recording)

i can share mine so like

17:40

S… Speaker 2 (GMT20260430-190448_Recording)

if we are in like that same admin training

17:44

S… Speaker 2 (GMT20260430-190448_Recording)

one let's say oh she's still in it we'll pick another one typically

17:51

S… Speaker 2 (GMT20260430-190448_Recording)

it looks something more

17:55

S… Speaker 2 (GMT20260430-190448_Recording)

like this

17:56

S… Speaker 2 (GMT20260430-190448_Recording)

And our decision diamond is mostly based

18:01

S… Speaker 2 (GMT20260430-190448_Recording)

off of membership details.

18:02

S… Speaker 2 (GMT20260430-190448_Recording)

So membership level,

18:03

S… Speaker 2 (GMT20260430-190448_Recording)

membership details,

18:04

S… Speaker 2 (GMT20260430-190448_Recording)

except for the one that is usually non -members.

18:09

S… Speaker 2 (GMT20260430-190448_Recording)

This one is all members,

18:10

S… Speaker 2 (GMT20260430-190448_Recording)

so I don't have that one in here.

18:12

S… Speaker 2 (GMT20260430-190448_Recording)

But this is the one that we

18:16

S… Speaker 2 (GMT20260430-190448_Recording)

have had problems with.

18:18

S… Speaker 2 (GMT20260430-190448_Recording)

Is this a lead board of advisors one?

18:23

S… Speaker 2 (GMT20260430-190448_Recording)

And I think this is where we have made it work

18:27

S… Speaker 2 (GMT20260430-190448_Recording)

as best as we can right now.

18:31

S… Speaker 1 (GMT20260430-190448_Recording)

Tell me a little bit more about what are like,

18:34

S… Speaker 1 (GMT20260430-190448_Recording)

are you having issues with people getting into it and they shouldn't?

18:38

S… Speaker 1 (GMT20260430-190448_Recording)

Or can you tell me a little bit more about?

18:43

S… Speaker 2 (GMT20260430-190448_Recording)

what you're thinking issues that we've had there um yeah some of both

18:47

S… Speaker 2 (GMT20260430-190448_Recording)

we've had some people get into it and they shouldn't and we've had some people who are supposed to be in

18:51

S… Speaker 2 (GMT20260430-190448_Recording)

it not the tricky part is what is this the

18:56

S… Speaker 2 (GMT20260430-190448_Recording)

executives all of our elite board of advisors their

19:00

S… Speaker 2 (GMT20260430-190448_Recording)

membership level is executive and it's

19:04

S… Speaker 2 (GMT20260430-190448_Recording)

just that they have this additional piece marked

19:08

S… Speaker 2 (GMT20260430-190448_Recording)

that they are eba

19:11

S… Speaker 2 (GMT20260430-190448_Recording)

And so this is where it normally ends up being the messiest.

19:16

S… Speaker 2 (GMT20260430-190448_Recording)

What I've started doing is

19:20

S… Speaker 2 (GMT20260430-190448_Recording)

just loading them all in one bucket at a time

19:24

S… Speaker 2 (GMT20260430-190448_Recording)

so I can watch where they go before I add the next bucket in.

19:29

S… Speaker 2 (GMT20260430-190448_Recording)

And so then I can catch it.

19:33

S… Speaker 2 (GMT20260430-190448_Recording)

But this is between these two is where we

19:37

S… Speaker 2 (GMT20260430-190448_Recording)

have the issues.

19:39

S… Speaker 1 (GMT20260430-190448_Recording)

And so just to confirm,

19:40

S… Speaker 1 (GMT20260430-190448_Recording)

all of these are saying contains,

19:42

S… Speaker 1 (GMT20260430-190448_Recording)

correct?

19:42

S… Speaker 1 (GMT20260430-190448_Recording)

Like you don't have any that doesn't contain where it's if the contain

19:46

S… Speaker 1 (GMT20260430-190448_Recording)

contain all of like right now we're doing all can can contains and not

19:50

S… Speaker 1 (GMT20260430-190448_Recording)

does not contain,

19:51

S… Speaker 2 (GMT20260430-190448_Recording)

correct? This one right here is the does not.

19:55

S… Speaker 2 (GMT20260430-190448_Recording)

So so for this,

19:57

S… Speaker 2 (GMT20260430-190448_Recording)

so it would be that executives are.

20:00

S… Speaker 4 (GMT20260430-190448_Recording)

have the executive level they are enabled but it

20:04

S… Speaker 4 (GMT20260430-190448_Recording)

does not equal yes because if

20:09

S… Speaker 4 (GMT20260430-190448_Recording)

they're an eba that portion will say yes

20:13

S… Speaker 4 (GMT20260430-190448_Recording)

so that's really the only differentiator

20:18

S… Speaker 1 (GMT20260430-190448_Recording)

here

20:20

S… Speaker 4 (GMT20260430-190448_Recording)

And we did get some feedback that like maybe the best thing

20:24

S… Speaker 4 (GMT20260430-190448_Recording)

to do would be to move this more to a dropdown instead of the,

20:29

S… Speaker 4 (GMT20260430-190448_Recording)

you know,

20:30

S… Speaker 4 (GMT20260430-190448_Recording)

but I know that that gets super complicated too.

20:33

S… Speaker 1 (GMT20260430-190448_Recording)

And there's no way that they are being tagged by

20:37

S… Speaker 1 (GMT20260430-190448_Recording)

these things so that you could strictly do it by tags,

20:39

S… Speaker 2 (GMT20260430-190448_Recording)

correct? We could.

20:41

S… Speaker 2 (GMT20260430-190448_Recording)

We just,

20:42

S… Speaker 2 (GMT20260430-190448_Recording)

on their contact record,

20:43

S… Speaker 2 (GMT20260430-190448_Recording)

we have a radio button.

20:45

S… Speaker 2 (GMT20260430-190448_Recording)

Are they an EBA for,

20:47

S… Speaker 2 (GMT20260430-190448_Recording)

maybe we've been doing it for five seasons.

20:50

S… Speaker 2 (GMT20260430-190448_Recording)

So each year we just,

20:53

S… Speaker 2 (GMT20260430-190448_Recording)

we add the next year in.

20:55

S… Speaker 2 (GMT20260430-190448_Recording)

And so it can be done anyway.

20:59

S… Speaker 2 (GMT20260430-190448_Recording)

That was just the way we did it.

21:00

S… Speaker 2 (GMT20260430-190448_Recording)

But that can be switched.

21:03

S… Speaker 2 (GMT20260430-190448_Recording)

And Hillary, it wouldn't be hard to switch.

21:04

S… Speaker 3 (GMT20260430-190448_Recording)

That would help.

21:06

S… Speaker 2 (GMT20260430-190448_Recording)

I just would like to,

21:08

S… Speaker 2 (GMT20260430-190448_Recording)

it's under membership.

21:10

S… Speaker 4 (GMT20260430-190448_Recording)

Yeah, so this is where you can see their level is

21:15

S… Speaker 4 (GMT20260430-190448_Recording)

exec, they're enabled,

21:17

S… Speaker 4 (GMT20260430-190448_Recording)

and then this is where down here is where that

21:21

S… Speaker 4 (GMT20260430-190448_Recording)

is pulling from.

21:24

S… Speaker 4 (GMT20260430-190448_Recording)

And we don't ever mark no.

21:26

S… Speaker 4 (GMT20260430-190448_Recording)

So that's the other thing is that like we could,

21:30

S… Speaker 4 (GMT20260430-190448_Recording)

the other pieces that we could go back into everyone and mark

21:34

S… Speaker 4 (GMT20260430-190448_Recording)

no, but that's like.

GMT20260430-190448_Recording

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