GMT20260430-190448_Recording

Speakers

• Speaker 1 0:34
• Speaker 2 2:14
• Speaker 3 4:14
• Speaker 4 0:00
• Speaker 5 0:05
• Speaker 6 0:30
• Speaker 7 4:58
• Speaker 8 2:36

1. 0:00

   Chapter 1: through like some of the campaigns we have going right now or I would say yeah like I'd love to know how you're yeah so like a new project comes up what's kind of your process so I'm assuming you're going in are you cloning a campaign are you starting from scratch like kind of I'd love to know like what does that look like um how are you building them um, logic or, you know, if you're using decision diamonds or what are your kind of triggers, just all of kind of like your current process so that we can, um, yeah, that would be, that would be great. 131s · Speaker 4

   through like some of the campaigns we have going right now or I would say yeah like I'd love to know how you're yeah so like a new project comes up what's kind of your process so I'm assuming you're going in are you cloning a campaign are y…

2. 2:14

   Chapter 2: things are real quick the the eba it's our elite board of advisors we call them the eba they are our top tier clients it's so they're the ones we should be we should be treating the best giving them the best communication not making mistakes and they seem to hit all the mistakes seem to hit them it's like Of course. 86s · Speaker 2

   things are real quick the the eba it's our elite board of advisors we call them the eba they are our top tier clients it's so they're the ones we should be we should be treating the best giving them the best communication not making mistake…

3. 3:40

   Chapter 3: And I was just going to say, are you using the native keep texting reminder widget then? 76s · Speaker 5

   And I was just going to say, are you using the native keep texting reminder widget then? Or are you using a third party? texting reminder like are you using the actual widget like an email widget there's the text widget inside a campaign is…

4. 4:56

   Chapter 4: Okay. So. 120s · Speaker 6

   Okay. So. That is, I think, all I can think of in terms of some of the struggles there. The other thing we're doing a lot inside of automations is triggering a registered attendee sequence once they have registered for a particular product,…

5. 6:57

   Chapter 5: we were talking on some of the billing things and I brought up how adding to a campaign. 67s · Speaker 4

   we were talking on some of the billing things and I brought up how adding to a campaign. manually they're not falling in for communication and amber brought up something there might be something set up within that um product purchase to inc…

6. 8:04

   Chapter 6: but I'm not, well, can you see the pop -up on this or no? 303s · Speaker 5

   but I'm not, well, can you see the pop -up on this or no? Yeah. Yes. So it would need to be product. Oh, so maybe that's why. So you're doing order form. Try changing that to product for a second. And then you would pull in and then see how…

7. 13:08

   Chapter 7: not getting put in there um But we have them going into the non -member sequence. 300s · Speaker 1

   not getting put in there um But we have them going into the non -member sequence. That was just simply because these two sequences ended up being exactly the same because we didn't do any non -member follow -ups. So it didn't end up matteri…

8. 18:09

   Chapter 8: This one is all members, so I don't have that one in here. 110s · Speaker 2

   This one is all members, so I don't have that one in here. But this is the one that we have had problems with. Is this a lead board of advisors one? And I think this is where we have made it work as best as we can right now. Tell me a littl…

9. 20:00

   Chapter 9: have the executive level they are enabled but it does not equal yes because if they're an eba that portion will say yes so that's really the only differentiator here And we did get some feedback that like maybe the best thing to do would be to move this more to a dropdown instead of the, you know, but I know that that gets super complicated too. 64s · Speaker 4

   have the executive level they are enabled but it does not equal yes because if they're an eba that portion will say yes so that's really the only differentiator here And we did get some feedback that like maybe the best thing to do would be…

10. 21:04

    Chapter 10: That would help. 209s · Speaker 3

    That would help. I just would like to, it's under membership. Yeah, so this is where you can see their level is exec, they're enabled, and then this is where down here is where that is pulling from. And we don't ever mark no. So that's the …

11. 24:33

    Chapter 11: I mean, it's really just deleted off your dashboard. 300s · Speaker 5

    I mean, it's really just deleted off your dashboard. It's the only way. Okay. That's good to know. Okay. Yeah. So I mean, kind of the rule of the best practice rule of thumb is if you're not looking at it daily, create a saved report instea…

12. 29:34

    Chapter 12: you know, 300 a day for a week, you know, kind of warm it up because you wouldn't want to. 81s · Speaker 2

    you know, 300 a day for a week, you know, kind of warm it up because you wouldn't want to. Once you switch email addresses, you won't want to just send it to everybody. You'll want to do kind of like a warmup of the list over a few weeks, s…

13. 30:55

    Chapter 13: Sure. Like we said, that's kind of what we've been struggling with is that we know that they're not going to most people, the texts. 192s · Speaker 4

    Sure. Like we said, that's kind of what we've been struggling with is that we know that they're not going to most people, the texts. And so, so it's, it's usually four to five days a week that people are getting right, are getting an email …

14. 34:08

    Chapter 14: Yeah. I'm surprised Ben hasn't yelled at you for that. 157s · Speaker 3

    Yeah. I'm surprised Ben hasn't yelled at you for that. Does it need to be less than that? Oh, yeah. Yeah. It should be three months. And I know that's an owl. I know that's like a. I feel like that was the 12 months is what Ben told us, was…

15. 36:45

    Chapter 15: you know, a week to clean up. 300s · Speaker 7

    you know, a week to clean up. Did you say, Laura, that you did, you guys have gotten a few of those or no? Yeah, we've three times. So you might be wanting to look at some of this. It would be nice. So we're paying for, what is our list? I …

16. 41:46

    Chapter 16: That's been kind of our pain point is. 219s · Speaker 3

    That's been kind of our pain point is. doing it outside of keep, not only costs, but also just then like having to import that information over there or export it over, you know, or whatever. And then we just don't have all of our tracking …

17. 45:25

    Chapter 17: you know, spot in their engagement, they just get put in there. 64s · Speaker 7

    you know, spot in their engagement, they just get put in there. Also, you know, these days it's about 18 days that you have to capture somebody. So like the more in your onboarding that you can get them to open, respond or click in 18 days …

18. 46:30

    Chapter 18: And yeah, I mean, our contact list is everything. 70s · Speaker 5

    And yeah, I mean, our contact list is everything. You know, we don't want it. We know there's a big chunk of it that probably could be dropped, but we're too scared to drop it. You know, it's scary. Yeah. Benjamin's helped us identify who i…

19. 47:40

    Chapter 19: Typically, just people scrolling down and unsubscribing isn't going to hurt you as much as if they do it up in there. 73s · Speaker 3

    Typically, just people scrolling down and unsubscribing isn't going to hurt you as much as if they do it up in there. browser that's where then keep ends up having to satisfy gmail and report to them that you've taken the steps to go throug…

20. 48:53

    Chapter 20: you know, when you unsubscribe and if they say that this is anything besides, I think it's the first option. 65s · Speaker 7

    you know, when you unsubscribe and if they say that this is anything besides, I think it's the first option. not relevant, then it will ding you and keep. So I'm like, Ben, can't you guys just take out those other options so it doesn't hurt…

21. 50:00

    Chapter 21: as possible I unite them through company records and we've got other ones that are just being created for no reason and so if we could find out the source of that and not have that be do you have any examples I don't know where you're coming from but I have plenty of company records that have no contacts on them or yeah even if you want to send me some of those just a starting point of and I can kind of look into it Okay. 300s · Speaker 3

    as possible I unite them through company records and we've got other ones that are just being created for no reason and so if we could find out the source of that and not have that be do you have any examples I don't know where you're comin…

22. 55:00

    Chapter 22: Laura, I told Alana that and she was like, oh, so maybe our external facing website is more of a priority than we thought if this, cause we've been using this keep landing pages like a bandaid. 133s · Speaker 2

    Laura, I told Alana that and she was like, oh, so maybe our external facing website is more of a priority than we thought if this, cause we've been using this keep landing pages like a bandaid. Um, but Matt saying that. Every second, the lo…