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Current.
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So
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Melody Grant: just to remind myself, we’re
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Melody Grant: We’re going through.
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Melody Grant: The
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Melody Grant: automation that we were setting up, and where you supposed to set up something for Linkedin, and I’ll show you what I built. We can kind of work backwards.
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Zach Alexander: So I built a couple of pipelines based on where the people come in at
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Zach Alexander: so bark and website are the 2 most robustly made ones.
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Zach Alexander: the most popular ones we have. And I have a list of actual questions that have come up, that things that I’d like to do these, and I’m sure they’re possible. I just don’t know a button to click
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Zach Alexander: but what we’ve got right now is as soon as I put them in they immediately get an email from us.
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Melody Grant: Okay.
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Zach Alexander: that just says, Hey.
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Zach Alexander: talk to me. Can’t help if you don’t talk to me. Click here to talk to me.
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Zach Alexander: And then this goes out parallel to me attempting to call and text them manually to kind of get that before
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Zach Alexander: they I just I got call and text them sort of immediately when they come in, and if they don’t respond, then I load them into here. So they get the email. They talk to me before I’ve uploaded the Keith and I put them into the qualified lead section.
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Zach Alexander: and then, if they fill in this, that I’ll move them from here to call scheduled. And then all this is the only other automation I’ve done here is that once I send them a quote.
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Zach Alexander: if they don’t respond in, I believe it’s 2 days.
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Zach Alexander: Yeah. Then I send that under email being like, Hey. did you look at the proposal or not?
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Zach Alexander: Good. So that’s kind of where that is. Okay.
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Melody Grant: okay? And so
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got it.
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Melody Grant: Sorry, having a brain, for there’s a magpie that
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Melody Grant: purchase on the gutter outside my window so makes me wander sometimes. Sorry. Okay. So first thing is, are you putting the bark stuff in automatically yourself? Or did you want me to see if I can connect it?
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Zach Alexander: Yeah, it’s worth looking into connecting right now I am just typing it in manually, thankfully. Keep is much more convenient to type into than Mago was. So that’s at the very least less effort than it was putting it into Mago, which has been nice.
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Melody Grant: Okay.
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Melody Grant: okay.
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okay. And
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Melody Grant: okay. And these new leads,
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Melody Grant: are a
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Melody Grant: what?
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Melody Grant: See, the website and email leads you’ve got those ones are coming in from the web site. So those are coming in directly themselves.
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Zach Alexander: Yeah, we don’t have a contact form on our website right now as a strategic move. They just email us directly. And
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Melody Grant: let me look
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Zach Alexander: sorry. There is one for the linkedin thing.
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Zach Alexander: That’s the one you guys built. This is on our the homepage of our website. There is it just
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Zach Alexander: per contact and information. There’s just a phone number and an email.
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Melody Grant: But
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Melody Grant: okay.
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Melody Grant: and that’s a keep form, isn’t it? I thought I did that one up.
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Melody Grant: Yeah, whichever whichever one you did for the seat one on. That’s on a secret page of our website that I believe that’s set up and keep. Yeah, okay. So I haven’t put one on the homepage
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Zach Alexander: right, and I don’t to the I don’t think we want one based on our most recent strategic call with some other planners we have, we? We could convince other Chris. Otherwise, maybe that’s a decision at his level.
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Zach Alexander: The website itself is not necessarily a tool that we’re using to be found.
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Zach Alexander: It’s more of a no red flags thing we can send to people who need to see it.
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Melody Grant: Got it? Okay?
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Zach Alexander: but yeah, so if somebody emails us directly to our emails. And a lot of this is like for people who are repeat bookers, they have this in the past. They’re emailing us to get us again. This was designed for
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Melody Grant: Okay,
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Melody Grant: good morning, Rick.
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Zach Alexander: This one, the Linkedin pipeline. We’d want to be able to create deals off of people filling in the form. I think that’s a connection that doesn’t quite exist.
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Zach Alexander: which would be interesting to see if we could get it to exist. Okay.
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Richard Bueckert: so you mean on the Linkedin pipeline or on all of them, or which cause you have multiple, I think, just Linkedin, because that’s the only one that has a contact form associated with it right now.
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Richard Bueckert: Okay, that should be. Do you? Do you have a Zapier account.
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Zach Alexander: I have not personally interfaced with Zapier. I know that’s a tool that you all have mentioned several times. But let’s find out.
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Zach Alexander: and the the contact forum on
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Zach Alexander: our website. The one that you guys built, I believe is set up. It’s a keep contact form already.
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Zach Alexander: Okay.
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Richard Bueckert: yeah. All that all Zapier does is move the information from Linkedin into key.
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But we’ve made a
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Melody Grant: form.
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Zach Alexander: right? The the best.
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Zach Alexander: My understanding is that on when they saw the add in Linkedin they would click a link that would take them to our page, which has the contact form on it.
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Richard Bueckert: Oh, I see. Okay, I thought you meant when somebody just happens to find you on Linkedin.
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Zach Alexander: Yeah. No. I mean people going through our actual sales advertisement process.
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Richard Bueckert: That that’s what I was thinking about then we don’t need this at all. So don’t worry about it.
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Zach Alexander: Beautiful.
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Okay, so so that’s not automatically putting them into here just yet.
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Melody Grant: II yeah, that the best of my understanding that is correct, pipeline, sir. So all you need to do is
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Richard Bueckert: a. We’ve so we’ve got that on a landing page. Right? Okay? So on the landing page.
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Richard Bueckert: you’re gonna create an automation.
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Richard Bueckert: And the first sequence
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Richard Bueckert: you’re going to create an opportunity, and that will create the lead in the pipeline. And it will also tell you couldn’t tell Zack where the lead came from. So
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Melody Grant: okay, Nope,
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Richard Bueckert: and you and Zack, you want them to go into the Linkedin pipeline. Right? Okay. What is gig salad
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Zach Alexander: gigs out is like le bark and thumbtack. It’s just another advert. It’s another gig site that we use.
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Zach Alexander: But this was some internal thing that you came up with, that had a funny story behind it. But it’s just a piece of software. Very good.
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Zach Alexander: Okay, it’s it’s basically the same as the bash. There’s competitors in the in that space.
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Richard Bueckert: Okay? Yeah. So with Linkedin, we can definitely pull them straight in.
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Richard Bueckert: And so so let’s
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Richard Bueckert: talk about when they come in.
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Richard Bueckert: just so we make sure that there’s nothing missing in the process. So
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Richard Bueckert: what are you doing to to to get them from new lead to? Qualified?
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Zach Alexander: Yeah. So that what we’re doing in bark, I think, is a good example.
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Zach Alexander: so our workflow with bark is, as soon as they put in a request, I call them and text them, and if they answer that they go into qualified lead because we’ve already talked.
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Zach Alexander: we kind of just do the sales call right off the bat.
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Zach Alexander: If they do not answer to those initial rounds, then they get this email from me, saying, Hey, seriously, we need to talk.
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Zach Alexander: And then, if they respond to this and schedule something with me, then I move them into call, scheduled, and then we have a call, and then they give it a qualified lead.
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Richard Bueckert: Okay? So that that email there, you’re sending that out manually.
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Zach Alexander: No, this is as soon as they get created as a deal under new leads. This goes automatically.
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Zach Alexander: yeah, in case you can’t tell, I’m I’m working on my laptop. So my screen is like really little itty bitty.
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Zach Alexander: I see
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Richard Bueckert: my computer is away for a few days. So if I ask things that you
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Richard Bueckert: may have answered, cause it’s really small, I can’t see it.
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Richard Bueckert: That’s okay. Your understanding is very important to these proceedings. So I’m happy to clarify until it is understood. Okay, no, that’s good. That’s perfect. So yeah, so we’ve taken cause we used to send almost this exact email through bark itself. That’s they’re no longer in the process. It’s now coming completely, internally from us. Awesome. So what happens if they don’t respond to that email?
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Zach Alexander: Yeah. So that is what I wanted to talk to you guys about get some thoughts on that. I’m assuming. Maybe send them that same email or a variation on it a couple of days later.
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Zach Alexander: And then I want like a
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Zach Alexander: stone. Cold silence from 30 days
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Zach Alexander: automation. That kind of moves them into a whole new world. And that way I don’t have to go through and look like we hear from the sky. If it’s been 38 stone cold, nothing. I want them go, huh! And put somewhere else, getting some other emails from us for the rest of forever. Okay. So then, what I would do is, I would add, a step in between new leads and call scheduled.
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Zach Alexander: and I would, I would just call it engage or engaging. Okay?
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Richard Bueckert: And so what happens is as soon as you send that first email.
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Richard Bueckert: you’re gonna just drop them into engaging.
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Richard Bueckert: and then, as soon as you’ve got a reply, then you’re gonna move the tile to the next one, because that will stop the engaging sequence.
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Richard Bueckert: So so for the first one so you got a new lead, you’re gonna send them to
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Richard Bueckert: Well, actually, you know what? Why don’t we?
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Richard Bueckert: When you look at the new lead?
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Richard Bueckert: These are ones you? Yeah. You’ve already bought these on barks. So you assume that they were okay.
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Zach Alexander: Yeah, this is this is what I see. When I click, purchase this lead, I get name, couple of details and stuff that I copy and paste in. Okay.
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Richard Bueckert: and then, if you’ve determined, that’s one that you want to follow up, then you’ll put them into into the pipeline.
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Zach Alexander: Yeah. One. Yeah. Once I bought it, I call them, and text them if they don’t answer. Then I come here into New deal, and I put in all the stuff I copy and paste it over from bark. And then they immediately get this email trying to get them on the phone.
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Richard Bueckert: okay, so soon as they go in, they do that. And then
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Richard Bueckert: they respond to that email or to that phone call. That’s when I was moving them to qualified leads. So qualified leads is kind of fulfilling the same function, I believe, is what you’re perceiving. Engaging as no engaging is for the one where you’ve where you’ve tried to reach out
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Richard Bueckert: and didn’t get a reply. And then you sent the email
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Richard Bueckert: so just so I’ve got make sure I got the process right. So you’re in bark.
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Richard Bueckert: and while you’re in there you you call them right away to see if you can get them on the phone
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Richard Bueckert: right. If you don’t get the phone call. Then you create the lead in the pipeline which now sends the email.
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Zach Alexander: Yes, sends the initial email. Okay?
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Richard Bueckert: So what I would do then is as soon as you’ve sent the. As soon as the email has been sent, I would move them into engaging.
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Richard Bueckert: and which is now gonna say, let’s say it waits 24 h.
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Richard Bueckert: and it says, essentially, hey, Melody, you asked for this information. I’ve tried calling. I’ve sent you an email
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Richard Bueckert: but I haven’t heard from you, and I need to hear from you. It’s in order to give you a quote.
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Richard Bueckert: so it’s a it’s a way to get them, so that you know. And and you need to make those whatever your
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Richard Bueckert: whatever
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Richard Bueckert: means of communication use where they can talk to you like, if they? You can phone me. You can text me. I’ve got it. You know. You can reach me on Whatsapp or
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Richard Bueckert: Facebook Messenger all the different things that use, and you want to put those in there.
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Richard Bueckert: and I would do that. I would do that like every day for a week’s holiday. and I would vary the time. So one would go first thing in the morning. One would go later in the day. One would go like Saturday morning, you know whatever you want to do.
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Richard Bueckert: you know, like if you do it at at, you know.
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Richard Bueckert: 6 15 Pm. Hey? I’m sorry if I’m interrupting your dinner, but I’ve really been trying to get a hold of you, and you know your you know, whatever it is.
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Zach Alexander: Well, I need to pick. This is calling twice. Give me one moment. I’m so sorry. Yep.
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Zach Alexander: hey, Sue, what’s up? Are you available? March seventeenth? Let me look. It’s for per room. An early poem party.
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Zach Alexander: March seventeenth, yeah, that’s that should be fine. Because when’s real part of them.
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Zach Alexander: it’s it’s the real terms. The next week it’s the. It’s so it’s a Russian group that 2 to 6 year olds.
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Zach Alexander: I think it’s from 1130 at 1230.
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Zach Alexander: I’m terribly sorry about that.
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Richard Bueckert: Yeah, no worries.
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Zach Alexander: Okay. So one day delay.
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Zach Alexander: And then we alright. So new leads currently immediately sends them an email, then waits one day.
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Zach Alexander: and if they don’t respond within that. One day they all be moved in
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Zach Alexander: to the
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Zach Alexander: engagement. Follow up section, and in this process it was good. I
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Zach Alexander: a I guess I hit publish, don’t I?
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Richard Bueckert: Yeah.
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Zach Alexander: cool. Now it’s back on I learned that I can move them to an entirely different pipeline as well after a timeframe. So
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Zach Alexander: I believe that answers question one that I had, which is can we move them to a
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Zach Alexander: basically a dustbin of dead leads that just get random emails from us every once in a while. Yes.
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Zach Alexander: Campaign for Bdfo until they buy Dyer. Tell us to fuck off. Right? Okay, yeah. So same energy.
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Zach Alexander: I’ll make a task for myself to. So, you know, send out 4 or 5 emails in the engagement. Follow up stage
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Richard Bueckert: yeah. So what what you want to do. There is you? Were II would do a week personally.
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Richard Bueckert: Cause they’ve, you know, and just keep reminding. Hey? You asked. You asked.
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Richard Bueckert: You know, for this information we’ve been trying to reach out. Don’t be that plump, but kinda you know.
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Richard Bueckert: And then, at the end of the 7 days. Now you can decide, you know. Do I want to continue trying to reach out to them? Or if they’ve just gone dark? I would drop them into like
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Richard Bueckert: I usually create a one called called ltn for long term nurture
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Zach Alexander: and you could just drop them into there
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Richard Bueckert: and it’s a
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Richard Bueckert: essentially, it’s a
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Richard Bueckert: that’s your dustbin, right? So they’ll just keep getting. And and you’ve got a you’ve got a call to action. There that is. Look, hey! Things ever change here. Here’s how you can reach out to us, and just tell them how to get back in contact with you.
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Melody Grant: When it’s gone to Ltn. You would pull them out of the pipeline, wouldn’t you, Rick?
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Richard Bueckert: Well, you would set up Ltn, as it’s as a as a separate pipe.
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Richard Bueckert: so so that it doesn’t clutter up, you know. Otherwise you’re gonna have an Ltn at the end of each pipeline. That’s gonna be.
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Richard Bueckert: you know. Eventually it’ll have like hundreds of people in it. Right? So well, no. I was just thinking that at the end of each of these it could tag them with Ltn. And then it could go into the automation instead of being in the pipeline.
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Richard Bueckert: You could do that. It. It’s just a matter of preference. you know. So so keep in mind, Zack, that if you
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Richard Bueckert: you know, if you get to the point where you don’t want to look at that other pipeline. There you can just apply a tag, and then there there can be an automation campaign running in the background so that you won’t see it in the pipeline. But there, they’ll all be running.
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Zach Alexander: Okay, yeah, let’s talk about tagging, then, cause that’s a feature I know how to use in Mago, but I’m not familiar with it here. So do you tag contact.
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Richard Bueckert: Yes.
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Zach Alexander: okay.
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Richard Bueckert: So the way the way. So you got 2 things that you can work with. You’ve got fields and you’ve got contacts.
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Richard Bueckert: Okay?
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So you use a field for
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Richard Bueckert: data that everyone will have. But the data would be different. So it would be something like a birth date. That would be a field
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Zach Alexander: you wouldn’t tag them with by birth date. You would tag them with with a field.
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Richard Bueckert: But anything else. So what’s your favorite color? Okay? So that would you would use a tag. So because what happens is when you’re using tags. You can say, like.
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Richard Bueckert: favorite color, blue, favorite color, red favorite, you know. So you just use your basics, and then you can sort by tag. So show me everyone whose favorite color is blue.
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Richard Bueckert: Yeah, yeah, we do something like that in Mago. We tag like children’s events, adult events and religious events. So we can send different emails to each of those groups. Yeah, so so what you’re gonna do then is you would have. So you have the tag, and you have a tag category.
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Zach Alexander: So for this I would probably use
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Richard Bueckert: a tag category. which would be event type.
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Richard Bueckert: So religious kids party corporate. You know that kind of thing so that you can now sort them right? And then the other thing you wanna do is you want to have 2 other categories. You want to have one called status.
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Richard Bueckert: which will tell you
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Richard Bueckert: whether they are like
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Richard Bueckert: a new lead, a live lead prospect customer, for example. So status prospect
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Richard Bueckert: versus status customer. So you remember when when we sent when you sent out the
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Richard Bueckert: Christmas party emails.
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Zach Alexander: So now, what you can do is
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Richard Bueckert: you can write one email for customers.
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Richard Bueckert: So send this one to all the ones that have the customer tag, which is, hey? We really enjoyed working with you in the past, and we’d love to work with you again.
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Richard Bueckert: and versus prospect which would get one that says, Hey, we know we’ve never worked together. But there’s a really easy way, easy, low risk way to try out Chris, and see if you like him
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Richard Bueckert: just using for right? So you can. You can now use the tags to customize the message which makes it a lot more personal. The other tag you want is called activity.
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Richard Bueckert: and this is where you can start to figure out.
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Richard Bueckert: your lead scoring. So, for example, if
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Richard Bueckert: let’s say I’m going through, and I’ve I’ve I filled out a form. And I’ve responded to an email. And I’ve watched a video. And every time it does that, it applies an activity tag.
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Zach Alexander: So let’s say you send me a link for
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Richard Bueckert: 10 of Chris’s videos right? And you find out that and you have it set up so that the tag gets applied. Once I’ve watched at least 80% of the video.
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Richard Bueckert: So you go back in and you see that I’ve watched at least 80% of all 10 videos.
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Richard Bueckert: That’s a pretty good lead.
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Richard Bueckert: Yeah, it’s just someone who comes in and doesn’t watch any of them. Right? So you it. It helps you
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Richard Bueckert: figure out
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Richard Bueckert: where you need to spend your time. And this is something that
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Richard Bueckert: initially is not going to give you any reward. It’s it’s but once you get into this for a couple of months and you can start to see, hey?
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Richard Bueckert: They filled out the form. They’ve watched this video. They’ve done this. They’ve downloaded this. They’ve gone here. They’ve done that. Now you can start to see, you know. Hey, this is a this is a pretty good lead, and
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Richard Bueckert: it also allows you to say.
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Richard Bueckert: Hey, did you watch? And you already know the answer to this. Did you watch the video of Chris at this event.
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Zach Alexander: And they’re like, yeah, I did
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Zach Alexander: right. This ties into something that I wanted to know. This keep could provide it because I know Margo can. And this give us read receipts on emails that I send out. Let me know if they’ve opened it or not. Okay. So Mega can’t do that if they tell you that they’re lying.
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Richard Bueckert: and I’ll tell you, and I’ll tell you why.
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Richard Bueckert: If you send an email to me on my apple iphone. And I’m using the apple email.
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Richard Bueckert: It will tell you that I have read the email when I haven’t looked at it.
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Richard Bueckert: because because with apple. What they do is apple apple images, the email which triggers the read
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Richard Bueckert: trigger, which shows that it’s red. Well, it’s not that I read it. It’s that Apple’s machine. Read it. So those
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Richard Bueckert: triggers and and that used to be in keep, and they’ve removed it because it was so wildly inaccurate that people from, hey, did II see you read my email? No, I didn’t read your mail
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Richard Bueckert: took it out so. And there’s also ones that I forget which platform it is maybe melting, but there’s one that even if I open it and read it, it won’t trigger
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Richard Bueckert: right, so so never, ever ever go by, read receipts or so where it says open route like open rates.
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Richard Bueckert: They’re they’re crazy, inaccurate, like, like wildly inaccurate. They’re they’re good for the fact that they you know that they actually got to where they’re going.
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Richard Bueckert: But that’s it.
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Richard Bueckert: The. I trust that that happens anyway. So I’m not worried about that. Yeah. The best way is you want to put something in the email that generates a click. Then, you know, that’s 100. They are, they’re super super accurate.
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Richard Bueckert: So, for example, I never embed a video inside the email.
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Zach Alexander: What I do is, I take a screenshot of the video with the little you know, the little play triangle on it.
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Richard Bueckert: And I link the image to the video on Youtube, because now I get the click
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Richard Bueckert: and it takes them to Youtube, they will still see the video. Everything looks the same. But but now I know they’ve clicked
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Zach Alexander: right. And we can. We can tag them in as an activity clicked the link and keep will know that for sure. Yeah. So your activity, it would be activity. And then hyphen clicked to view this video.
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Richard Bueckert: I mean they did. But we know that they went there right? So yeah, so don’t. Don’t. Don’t go on opens. Just
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Richard Bueckert: you’ll it’ll make you look stupid. I guarantee it. The other thing I’ve done in video in emails that I’ve tried that work really well is.
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Richard Bueckert: let’s say, I put in. If I put an image in the email, I will do one of 2 things.
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Richard Bueckert: I will either make it really, really, really, really small and put click to enlarge underneath it.
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Richard Bueckert: or I’ll blur it
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Richard Bueckert: and and put click to view image
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Richard Bueckert: and
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Richard Bueckert: you know, and and for the
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Richard Bueckert:
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Richard Bueckert: for the click to view image. Make it. Don’t just put click to view. Make it you know. click to view image. Make sure you’re sitting down before you click. This is really funny.
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Richard Bueckert: Now they have to click it right?
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Richard Bueckert: But then but then then you know right that they’ve received it. And and again, we can apply the tag that says they viewed it.
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Zach Alexander: Okay, so so let’s teach me how to enable that now that we’ve got some things to use.
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Zach Alexander: Where do we? Where do we set that up?
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Richard Bueckert: Okay?
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Richard Bueckert: let’s see. So hop out of here because we don’t need this.
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Richard Bueckert: and let’s go to let’s open an email.
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Richard Bueckert: Just use the one in your pipeline.
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Richard Bueckert: And I think this will work in the simple automations as well.
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Richard Bueckert: excuse me.
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Richard Bueckert: Yup. So just on your so just just highlight something in there. So okay. And now click the go up above where the first name is and hit the the note down a bit. The link.
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Richard Bueckert: the link looks like the chain link.
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Richard Bueckert: Yeah, that yeah. Click that
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Richard Bueckert: enter links. Okay? So it’s not gonna do it there?
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Richard Bueckert: so that one
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Richard Bueckert: doesn’t have the tag. Do we have to do this in advanced
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Richard Bueckert: hold on a sec.
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Richard Bueckert: Let me.
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Richard Bueckert: They change the email builder. So I just wanna make sure that the
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Richard Bueckert: the new one has it. If they don’t, I know it’s coming. I know the old one has it.
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Richard Bueckert: So give me a moment to just whiz in here and find it
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6
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email new.
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Richard Bueckert: the flipping hourglass of death.
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Richard Bueckert: Yeah, it’s in. Okay. So we gotta use the advanced builder. Hold on. I’m gonna stop sharing. And I’m gonna share mine.
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Zach Alexander: Okay.
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Richard Bueckert: share your screen.
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Richard Bueckert: Okay, so this, let me just go back and stay so you can see it. So there are 2.
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Richard Bueckert: This is the advance builder.
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Richard Bueckert: So whereas the one you’d see is that linear thing that just drops straight down the advanced builder is.
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Richard Bueckert: it’s a graphic representation. So you can see everything visually.
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Richard Bueckert: Yeah. So when you go into one of these sequences.
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Richard Bueckert: and I’ve just pulled out hold on, let me make this bigger.
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Richard Bueckert: If I do this.
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Richard Bueckert: that better.
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Richard Bueckert: Yup looks great. Okay? So if I go into an email and I don’t know if you have the old like, you’ll see mine has to. It has new. And then the old old
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Richard Bueckert: yeah. So make sure it has this little green new here.
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Richard Bueckert: And then what you’re going to do is it’s gonna let you?
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Richard Bueckert: Well, I guess. Let’s say, should I be following on? Should I be on this same builder page that you’re on right now? Actually, let’s do this. Let’s go see.
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Richard Bueckert: let’s just do stop share.
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Richard Bueckert: and let’s walk you through one. So so go to autumn. Yeah, share your screen again
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Richard Bueckert: and go to automation, go to automation builder.
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Richard Bueckert: And now, okay, so these are advanced.
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Richard Bueckert: So let’s just hit the little plus thing. Let’s make a new one. Let’s go, automation builder, and let’s call this Don’t have access to
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Richard Bueckert: what the hell
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Richard Bueckert: Mel, is that something you can
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Richard Bueckert: toggle.
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Melody Grant: Give me a sec.
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Richard Bueckert: So we have the power, and we are not going to let you use this.
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Richard Bueckert: Use my creepy Nazi voice, which.
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Melody Grant: yeah, it’s limited to men.
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Richard Bueckert: That’s true.
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Melody Grant: Show show me the error again.
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Zach Alexander: Yep, Mason builder.
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Richard Bueckert: access a patient.
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Melody Grant: Okay.
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Richard Bueckert: flip em food men and and let them know they’ve got a glitch.
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Richard Bueckert: Zack, you May, you’ll have to log out and log back in.
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Zach Alexander: Okay.
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Richard Bueckert: as soon as Mel says she’s flipped it over.
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Melody Grant: It’s actually showing that I’m gonna have to delete him and put him back in, because there is no flicking over to a different one in pro, apparently.
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Richard Bueckert: Okay. Well, you know what? Rather than do that cause that’s gonna erase all of his contact. Just
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Richard Bueckert: So
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Richard Bueckert: I’m gonna I’m gonna go back to mine, and I’m just gonna show you to do it, and then, as soon as we’re off, get on with, keep support and have them fix it.
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Zach Alexander: Okay, cause deleting you and adding you back in is a really bad option. Because then you gotta start all over again.
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Richard Bueckert: Yeah, with all your data. So I will go back
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Richard Bueckert: stop sharing.
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Zach Alexander: Yeah, make sure. We email me the recording. So I’ll have this to cross reference when I learn by doing later. Yeah, I’ll take good notes in the meantime.
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Richard Bueckert: Okay. So automation builder, mine is just so you know, my interface is gonna look really different from yours. Cause I use a different Ver, I use an old version. So
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Richard Bueckert: no worries. You get the new cool one. I got the old
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Richard Bueckert: why not hop into one of the sandbox ones that looks the same.
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Richard Bueckert: So we’ve got this new email here actually start from square one
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Richard Bueckert: so if I drag out an email message cause you, you gotta make sure these are all connected, right? So you’re gonna have to start. And then you would connect it in. And then when you
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Richard Bueckert: view and edit, first thing it’s gonna do is ask you if you want to use a a template which is, the templates are to make it look pretty. I would recommend you don’t use any of those, because
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Richard Bueckert: the more cosmetics you put on the email, the more likely it is to go into promotions
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Zach Alexander: on top of which it glitches if you try and change stuff, unless they fix them. But I doubt it. Yeah. So just go to go to text only.
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Richard Bueckert: and then
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Richard Bueckert: so you’ll get. You’ll get the builder here, which now you can. You can put all the other stuff in it here if you want so like you could put heading in, and that kind of thing.
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Richard Bueckert: But let’s say I want to go to here where it says, change the text like that.
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Richard Bueckert: I hit the link. I can now put the
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Richard Bueckert: the URL,
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Richard Bueckert: and here, where it says, Apply tag, I can now select a tag so I can put test right? And it’ll show my
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Richard Bueckert: test tag. It’ll apply this test tag
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Richard Bueckert: that’ll make sense.
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Zach Alexander: Yeah. So when I hit, save
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Richard Bueckert: now, now, this is gonna turn into a link like this. And if I, if somebody is in the email and they click it, that tag is going to get applied to them.
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Zach Alexander: Okay. But you gotta use this email builder to do it.
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Zach Alexander: I understand? Okay, so it’s all.
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Richard Bueckert: yeah. So any anything that you’ve built in the easy automations
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Zach Alexander: can be duplicated in advance.
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Richard Bueckert: plus it just gives you a whole, a much wider toolkit.
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Zach Alexander: Right? So it’s like having a complete set of wrenches versus a crescent wrench. Yeah.
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Zach Alexander: is there any way I can tag people in the process of creating them? Because at the very least, I know they’re event type at that point.
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Richard Bueckert: Yeah, so the easiest. So when you’re entering them.
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Richard Bueckert: are you just entering the manually into the let me stop sharing
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Zach Alexander: under the current workflow. I’ll share my screen.
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Zach Alexander: See? I’m using the add a deal. Add new contact feature. Okay?
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Zach Alexander: So I never even clicked. Show more fields until just today. So this is
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Richard Bueckert: where we’re at at this moment. Okay, so let’s do this. Let’s create a new
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Richard Bueckert: contact form and let’s make it. These are coming from bark. Right?
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Zach Alexander: Right? Okay, so close that.
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Richard Bueckert: And now let’s go to
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Richard Bueckert: Where the hell is it?
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Richard Bueckert: try marketing? Just try marketing.
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Richard Bueckert: Yep, there it is okay. So go create form.
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Richard Bueckert: hit internal
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Richard Bueckert: and call this
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Richard Bueckert: Okay. So where it says, untitled form, just say, bark, leat bark, intake form.
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Zach Alexander: Yep.
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Richard Bueckert: okay. And now what we want to do is we want to make this form mimic the layout of bark for you. So if you’ve got so now literally go across copy, paste copy, based copy. So it’s all done
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Richard Bueckert: so I can connect Park to keep.
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Melody Grant: It will take zap here, but it’ll be a free one. I we can either set you up with your own Zapier account, or you can just use mine, which
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Melody Grant: it’s it’s for free stuff. So.
339
00:40:06.600 –> 00:40:09.680
Melody Grant: but we will need to log you in
340
00:40:09.720 –> 00:40:14.269
Melody Grant: so finish finish what you’re doing, and then I’ll show you how to do it.
341
00:40:24.610 –> 00:40:37.040
Richard Bueckert: Okay, so hold on, let me move. My. The stuff that comes in is essentially all I need to know. I’m throwing most all the other really customized stuff in the notes here.
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00:40:37.090 –> 00:40:48.250
Zach Alexander: so I think just one more field for event type. But I wanna make sure it’s we’re it’s searchable slash emailable in the future. That’s what we’re getting.
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00:40:48.330 –> 00:40:52.430
Richard Bueckert: Okay. So do you.
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00:40:53.060 –> 00:40:57.390
Richard Bueckert: do you know what categories you want for event type?
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00:40:58.450 –> 00:41:14.230
Zach Alexander: Yeah, and I like that something I like about Margaret is the freedom to add new ones on the fly. But yes, things like corporate religious children’s Jewish things like that. Okay, so click, create a new field.
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00:41:14.450 –> 00:41:15.280
Zach Alexander: Okay.
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00:41:16.380 –> 00:41:18.690
Richard Bueckert: let’s call this event type.
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00:41:21.140 –> 00:41:26.430
Richard Bueckert: And now click on field type. Scroll down to the bottom
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00:41:27.510 –> 00:41:33.119
Richard Bueckert: and snow up a little bit stop a little more up
350
00:41:33.800 –> 00:41:37.929
Richard Bueckert: we want. Actually, you know, best one is, gonna be
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00:41:39.780 –> 00:41:41.900
Richard Bueckert: I’d probably go drop down
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00:41:42.030 –> 00:41:48.839
Richard Bueckert: they’re alphabetical. So back to D dropdown. Yeah. Okay, so put them in here
353
00:41:49.980 –> 00:41:57.439
Richard Bueckert: and try and put them alphabetically. If you can just type them into field options. Okay. So let’s say.
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00:41:58.760 –> 00:42:00.700
Richard Bueckert: corporate
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00:42:01.130 –> 00:42:04.960
Richard Bueckert: So if you put birthday, you’d want to put that above it like, start it.
356
00:42:05.660 –> 00:42:06.620
Richard Bueckert: Okay?
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00:42:07.240 –> 00:42:10.040
Melody Grant: I thought Chris didn’t wanna do children’s.
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00:42:10.070 –> 00:42:16.240
Melody Grant: He doesn’t. But we need to tag them, for when they do happen. So now go back to the
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00:42:16.290 –> 00:42:22.660
Richard Bueckert: Yeah. And just whatever it takes to put them in
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00:42:22.800 –> 00:42:29.590
Richard Bueckert: and you can. You can add to this later.
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00:42:29.770 –> 00:42:31.810
Zach Alexander: right?
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00:42:31.890 –> 00:42:33.500
Richard Bueckert: and then hit.
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00:42:34.530 –> 00:42:35.720
Richard Bueckert: create, field.
364
00:42:36.860 –> 00:42:40.929
Richard Bueckert: Okay? So those are different phone types
365
00:42:41.680 –> 00:42:47.739
Richard Bueckert: and alright. Anything else you want in there. Good enough for now?
366
00:42:47.980 –> 00:42:52.240
Zach Alexander: Yeah, you can always. You can always edit these and add more to it.
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00:42:53.560 –> 00:42:57.780
Zach Alexander: That’s Fontaine got. Yeah. yeah. Now that I know how to create it, we’re in.
368
00:42:57.820 –> 00:42:59.890
Richard Bueckert: Yep. So now scroll to the bottom
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00:43:02.590 –> 00:43:03.840
Richard Bueckert: hit next.
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Richard Bueckert: Now you don’t want to. You do not want to do it here, because these are easy automations. We do. We want to use the advanced for this one. So just skip past this.
371
00:43:18.270 –> 00:43:21.109
Richard Bueckert: go to actions at the top right
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00:43:22.270 –> 00:43:24.290
Richard Bueckert: and save and publish.
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00:43:26.600 –> 00:43:29.650
Richard Bueckert: Okay, now,
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00:43:30.550 –> 00:43:35.180
Richard Bueckert: shit. This is where we need the advanced automation. So now what? And you know.
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00:43:35.230 –> 00:43:39.960
Melody Grant: Show me that. one again, and I’ll hop on with chat right now.
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00:43:41.310 –> 00:43:47.930
Richard Bueckert: The error. Okay, so can you try and go back into advanced automation. Sec.
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00:43:48.210 –> 00:43:48.950
Zach Alexander: Sure.
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00:44:09.070 –> 00:44:16.419
Melody Grant: Okay. I have taken a copy of the screen and I will go and do that. If you wanted to walk him through.
379
00:44:16.550 –> 00:44:20.539
Richard Bueckert: setting up a zap your account I have put in the sign in
380
00:44:20.790 –> 00:44:31.730
Melody Grant: information on the yeah, Zack, you won’t need me. That’s self explanatory. You can do that. But I will show you how to build the automation for this.
381
00:44:32.100 –> 00:44:34.090
Zach Alexander: Okay, stop sharing.
382
00:44:36.360 –> 00:44:39.529
Richard Bueckert: And I’m gonna go back. And
383
00:44:42.780 –> 00:44:44.670
Richard Bueckert: okay, you can see my screen. Right?
384
00:44:46.090 –> 00:44:48.280
Zach Alexander: Yes, I can.
385
00:44:48.490 –> 00:44:49.569
Richard Bueckert: So here’s
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00:44:49.640 –> 00:44:53.299
Richard Bueckert: you know what I’m gonna see if I can get into yours.
387
00:44:58.210 –> 00:45:02.559
Richard Bueckert: and then I’ll build it for you. And you can just watch how I’m doing it.
388
00:45:02.870 –> 00:45:03.630
Zach Alexander: Cool.
389
00:45:04.990 –> 00:45:07.689
Richard Bueckert: how long you’re making so bigger
390
00:45:12.190 –> 00:45:13.460
Richard Bueckert: munich.
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00:45:50.580 –> 00:45:52.000
Richard Bueckert: okay.
392
00:45:54.230 –> 00:45:58.189
Richard Bueckert: so this is, new, I’m just gonna call this new bark lead.
393
00:46:02.370 –> 00:46:03.750
Richard Bueckert: So now
394
00:46:03.890 –> 00:46:15.500
Richard Bueckert: I’m gonna pull out this one that says form submitted. Okay. and we’re going to do net it. This is an internal form. And this is your bark intake form.
395
00:46:15.830 –> 00:46:16.550
Zach Alexander: Yep.
396
00:46:17.200 –> 00:46:24.170
Richard Bueckert: So I’m gonna put. I just want to change this to bark. intake form
397
00:46:25.270 –> 00:46:27.339
Richard Bueckert: submitted. Just so we know what it is.
398
00:46:27.750 –> 00:46:31.129
Richard Bueckert: So now, what we’re gonna do is we’re gonna pull this sequence out here
399
00:46:32.040 –> 00:46:33.680
Richard Bueckert: and we’re gonna connect it.
400
00:46:34.730 –> 00:46:37.120
Richard Bueckert: And then, so
401
00:46:37.290 –> 00:46:38.839
Richard Bueckert: we’re gonna open this up.
402
00:46:38.980 –> 00:46:42.460
Richard Bueckert: So now what we want to do here is
403
00:46:43.660 –> 00:46:48.230
Richard Bueckert: a couple things. So we wanna make sure that your
404
00:46:48.360 –> 00:46:51.370
Richard Bueckert: do your emails come from you? Or do they come from? Chris?
405
00:46:54.130 –> 00:46:59.660
Zach Alexander: What do you mean by my, the oh, sorry. The emails that I’m sending to clients. Or.
406
00:47:00.060 –> 00:47:11.900
Richard Bueckert: yeah, I send emails from Zack at Chris Mikemagickcom. Okay? So then, what we want to do, the first thing we want to do when they come in is we want to assign as an owner, and we want to assign it to you.
407
00:47:13.350 –> 00:47:27.910
Richard Bueckert: And then we have an option here, ignore contacts that already are assigned to a user. So in the event that they’re already in there. Do we want to? Let’s say they’ve got Chris is the owner. Do we want to leave it at Chris, or do we want to change it to you?
408
00:47:31.370 –> 00:47:37.529
Richard Bueckert: Help me understand what you mean by owner. Okay, so we we got a lead in bark.
409
00:47:37.740 –> 00:47:40.329
Zach Alexander: Yes, let let’s say melody comes in, and Barker
410
00:47:40.570 –> 00:47:47.429
Richard Bueckert: so if there’s if melody is not in the system, it’s going to assign the owner as you.
411
00:47:47.760 –> 00:47:56.500
Richard Bueckert: But melody is in the system, and she’s talked to Chris for a while, and it probably says that Chris is the owner of Melody’s
412
00:47:57.100 –> 00:47:58.800
Richard Bueckert: contact record.
413
00:47:59.820 –> 00:48:08.270
Richard Bueckert: So going forward. If emails are going out, do you want them to come from you. or would you like to have it come from Chris instead?
414
00:48:08.770 –> 00:48:11.329
Zach Alexander: Yeah, we’ll keep them all under me.
415
00:48:11.550 –> 00:48:25.070
Richard Bueckert: Because, yeah, that’s just Chris’s roles, not in the company to talk to people so perfect. So then we don’t want to check this box. because if I check the box it will leave it at Chris. If I uncheck it, it’ll change everyone to you as they come in through bark
416
00:48:25.380 –> 00:48:27.329
Zach Alexander: great. So we’re gonna save that.
417
00:48:28.090 –> 00:48:34.659
Richard Bueckert: Now, what we’re gonna do is we are going to create a deal.
418
00:48:36.560 –> 00:48:38.960
Richard Bueckert: So that remember that creating the deal cards.
419
00:48:39.350 –> 00:48:46.220
Richard Bueckert: Umhm. So this is how we’re gonna do it. So deal name is new bark lead.
420
00:48:47.760 –> 00:48:49.500
Richard Bueckert: and then lead with it.
421
00:48:49.530 –> 00:48:53.049
Zach Alexander: Lead with an E not ow.
422
00:48:53.070 –> 00:49:00.230
Richard Bueckert: and this is going to go in the Bart pipeline starting stage, new leads assigned user is the contacts owner. Which is you?
423
00:49:00.360 –> 00:49:02.589
Zach Alexander: Yeah, we knew that cause. We just assigned it.
424
00:49:02.800 –> 00:49:04.040
Richard Bueckert: and
425
00:49:04.080 –> 00:49:09.029
Richard Bueckert: only create if they don’t already have a deal in the States. Well.
426
00:49:09.510 –> 00:49:11.620
Richard Bueckert: you’re entering them manually.
427
00:49:11.670 –> 00:49:15.400
Richard Bueckert: so I would not check this
428
00:49:16.220 –> 00:49:22.620
Zach Alexander: pen deal name Paul from the contact form as a field
429
00:49:23.240 –> 00:49:29.020
Zach Alexander: as opposed to coming in as New Barkley cause, then I’ll have to change it to the to distinguish it.
430
00:49:29.500 –> 00:49:30.750
Richard Bueckert: Oh, what do you wanna do?
431
00:49:31.020 –> 00:49:43.440
Zach Alexander: I want? If I’m reading this correctly when it creates this deal and puts it into my pipeline page, it will sign the name of that instance of the deal to be new bark lead.
432
00:49:43.550 –> 00:49:47.649
Zach Alexander: I would prefer it to be named. Something that I
433
00:49:49.230 –> 00:49:51.520
Zach Alexander: type in in the contact form.
434
00:49:54.450 –> 00:50:03.370
Richard Bueckert: hmm!
435
00:50:05.380 –> 00:50:08.490
Richard Bueckert: I wonder if I can do it?
436
00:50:08.940 –> 00:50:16.970
Zach Alexander: if you don’t need to answer right now, we can leave it, because that’s not germane to this precise trial. That’s something that we can. Yeah, I don’t know if I can put it
437
00:50:16.990 –> 00:50:23.500
Richard Bueckert: so where I’ve got the new bark lead highlighted. I don’t know if I can put a dynamic
438
00:50:24.690 –> 00:50:28.399
Richard Bueckert: so, Mel, this would be something you’d wanna ask them
439
00:50:28.980 –> 00:50:33.040
Richard Bueckert: if we can use a use a dynamic field inside here.
440
00:50:33.390 –> 00:50:37.689
Richard Bueckert: Or we could just test one and see if it works.
441
00:50:38.610 –> 00:50:40.960
Richard Bueckert: We’d have to find out what the
442
00:50:41.940 –> 00:50:43.560
Richard Bueckert: so on that
443
00:50:43.590 –> 00:50:49.650
Richard Bueckert: on that form. What would you? Which one would you use, or where? Where are you going to call?
444
00:50:50.660 –> 00:50:55.339
Zach Alexander: Yeah. So let me pull up the field we just created. And
445
00:50:55.610 –> 00:50:57.890
Zach Alexander: let’s think about it.
446
00:51:00.640 –> 00:51:09.130
Zach Alexander: okay, looks like the format created didn’t save either. But I guess maybe we now we hit this publish and exit, didn’t we? Oh, internal forms.
447
00:51:09.540 –> 00:51:12.240
Zach Alexander: okay, right now.
448
00:51:12.940 –> 00:51:17.709
Zach Alexander: yes, I would do something like, add field and deal name.
449
00:51:18.820 –> 00:51:21.339
Zach Alexander: So yeah, create new field.
450
00:51:21.480 –> 00:51:24.130
Melody Grant: So, Rick, if we connect
451
00:51:24.140 –> 00:51:32.869
Melody Grant: bark to pull in contacts to make a new contact or update current contact. Could we not have it
452
00:51:33.560 –> 00:51:37.260
Melody Grant: tag based on whether it’s making a new one or updating
453
00:51:42.200 –> 00:51:43.819
Richard Bueckert: well, it wouldn’t be an update
454
00:51:46.890 –> 00:51:48.999
Richard Bueckert: ever. It would always be new.
455
00:51:49.550 –> 00:51:50.849
Richard Bueckert: It’s coming from Burke.
456
00:51:52.450 –> 00:51:54.689
Richard Bueckert: it should always be. But
457
00:51:55.120 –> 00:52:05.050
Zach Alexander: yes, and now there exists a field in the bark intake form. That is a text field that I’ve named bark deal name.
458
00:52:05.870 –> 00:52:11.390
Zach Alexander: So that data is being pulled in. If we can.
459
00:52:11.900 –> 00:52:14.100
Zach Alexander: You? Yeah. Oh, there we go.
460
00:52:14.560 –> 00:52:18.049
Richard Bueckert: Interesting to see Burke now
461
00:52:19.300 –> 00:52:22.359
Richard Bueckert: and put it there.
462
00:52:23.790 –> 00:52:26.200
Richard Bueckert: But and view.
463
00:52:38.980 –> 00:52:41.160
Zach Alexander: Yeah, I think you
464
00:52:41.400 –> 00:52:49.019
Zach Alexander: bark deal name is the form field. I think we’re trying to overrate deal name.
465
00:52:51.240 –> 00:53:03.379
Zach Alexander: does that make sense? Yeah. yeah, that’s a field value in the field. We’re trying to change it at the deal. And I gotta answer this real quick. I’m so sorry.
466
00:53:03.440 –> 00:53:06.919
Zach Alexander: Okay, well, I gotta figure out how to do this. Hey? This is Zac speaking.
467
00:58:56.130 –> 00:58:58.300
Melody Grant: Can you check the chat, please.
468
01:00:29.340 –> 01:00:33.800
Richard Bueckert: from your calendar? Stacy? Fly on. Law starts in 1 min
469
01:00:39.400 –> 01:00:43.900
Richard Bueckert: from your calendar. Stacy fly on long starts in 1 min
470
01:00:45.830 –> 01:00:50.880
Richard Bueckert: from your calendar. Free influence, masterclass slides and Alexa stop!
471
01:01:07.170 –> 01:01:10.350
Zach Alexander: All right. We just sold a $2,500. Magic show.
472
01:01:10.730 –> 01:01:11.560
Richard Bueckert: Awesome.
473
01:01:12.730 –> 01:01:16.340
Richard Bueckert: fantastic, definite, definitely worth putting me on. Hold.
474
01:01:16.730 –> 01:01:23.979
Zach Alexander: Yeah, III appreciate your your patience. With that. The calls come with the calls come business first.
475
01:01:24.090 –> 01:01:26.000
Richard Bueckert: always, always, always.
476
01:01:26.030 –> 01:01:29.199
Richard Bueckert: Okay. So here’s here’s what I’m gonna
477
01:01:29.260 –> 01:01:34.090
Richard Bueckert: just give you a quick outline what I’m done. But I’m almost done. So bear with me just a sec
478
01:01:38.820 –> 01:01:47.240
Richard Bueckert: choose to draft alright. So here’s what’s happening now is. So this is this is your form, right?
479
01:01:47.410 –> 01:01:48.080
Zach Alexander: Right?
480
01:01:48.530 –> 01:01:57.620
Richard Bueckert: So you’ll see here that this is called a decision diamond. So you’ll see I’ve got corporate event, children’s event, religious event, school event which corresponds to each of those things that we added in Dropdown.
481
01:01:57.970 –> 01:02:01.009
Zach Alexander: Okay. So now, if I come in here
482
01:02:01.590 –> 01:02:05.490
Richard Bueckert: and I haven’t connected all these yet. But I will. So
483
01:02:05.540 –> 01:02:11.540
Richard Bueckert: if the contacts. Custom fields, event type equals corporate. Put them in this one
484
01:02:12.340 –> 01:02:13.350
right.
485
01:02:14.140 –> 01:02:20.249
Richard Bueckert: If the contact custom event event equals children put them in this one.
486
01:02:21.440 –> 01:02:25.840
Richard Bueckert: If the now we’re gonna build it. So if the contacts
487
01:02:26.970 –> 01:02:31.980
Richard Bueckert: custom field event type equals
488
01:02:33.670 –> 01:02:36.869
Richard Bueckert: religious. put them in this one.
489
01:02:38.150 –> 01:02:38.960
Richard Bueckert: If
490
01:02:39.400 –> 01:02:43.769
Richard Bueckert: scroll down, if the contacts, custom event
491
01:02:44.170 –> 01:02:46.880
Richard Bueckert: event type equals
492
01:02:48.390 –> 01:02:50.640
Richard Bueckert: school. Put them in that one.
493
01:02:50.960 –> 01:02:52.440
Richard Bueckert: Okay, so now
494
01:02:52.580 –> 01:03:06.019
Richard Bueckert: and that now we’ve got all 4. So that decision diamond is now built. So inside the corporate event. And I’m going to go into religious. Think that one a group. So if that tag was religious, it’s gonna drop them into this one right here
495
01:03:07.200 –> 01:03:13.170
Richard Bueckert: and then here. And I forgot to relabel this. So hold on. I’m just gonna do that right now.
496
01:03:14.160 –> 01:03:15.170
Zach Alexander: Whoa!
497
01:03:15.980 –> 01:03:19.509
Richard Bueckert: So now what happens? It starts. It’s going to apply a tag.
498
01:03:19.760 –> 01:03:23.080
Zach Alexander: It’s gonna apply event type, religious.
499
01:03:24.130 –> 01:03:26.670
Richard Bueckert: It’s gonna set you as the owner.
500
01:03:27.640 –> 01:03:32.350
Richard Bueckert: And it is now going to create a deal name called religious event
501
01:03:32.630 –> 01:03:36.590
Zach Alexander: bark pipeline under new leads, and it’s going to assign it to you.
502
01:03:37.990 –> 01:03:44.090
Zach Alexander: So we’re alright. So that’s a great step in the right direction. We still wanna make sure
503
01:03:44.280 –> 01:03:48.440
Zach Alexander: when we I guess it’s still an open question if we can change the name
504
01:03:48.450 –> 01:04:07.620
Zach Alexander: at the very top from religious events. Now, to whatever I physically type in into that that form field I can always add it. I was just. I was trying to remove that editing step, if at all possible, through the automation.
505
01:04:08.200 –> 01:04:36.999
Richard Bueckert: Maybe
506
01:04:37.070 –> 01:04:50.440
Richard Bueckert: right? So what I would do, and and we got a couple of options here. But let’s say we? you can do this, for example. I don’t know if you want to do this or not, but let’s say we put a sequence here
507
01:04:51.450 –> 01:04:55.270
Richard Bueckert: and now we’re once these, once all these things run
508
01:04:56.080 –> 01:05:02.620
Zach Alexander: they get right back on track. Yeah, you can bring them all back to here. And then let’s say this, we can put.
509
01:05:03.540 –> 01:05:09.079
Let’s just say we put a timer and let’s just say the timer is, gonna wait
510
01:05:09.930 –> 01:05:12.349
Richard Bueckert: 5 min from when you’re
511
01:05:12.530 –> 01:05:13.570
Richard Bueckert: 6 min.
512
01:05:14.570 –> 01:05:18.829
and on any day at any time. So you can set this to do whatever you want.
513
01:05:18.940 –> 01:05:20.989
Richard Bueckert: And then we’re gonna send that email.
514
01:05:25.680 –> 01:05:35.479
Richard Bueckert: And then what we might want to do is we might want to wait for how long, how long? Normally, if you, if you send them that
515
01:05:35.920 –> 01:05:39.929
Richard Bueckert: contact from bark, either the phone call or the email.
516
01:05:40.100 –> 01:05:42.300
Richard Bueckert: How long does it?
517
01:05:42.620 –> 01:05:48.939
Richard Bueckert: how long does that normally take before you get a reply like minutes, hours.
518
01:05:49.120 –> 01:05:53.390
Zach Alexander: Yeah, it’s and usually if they are going to
519
01:05:53.430 –> 01:06:08.169
Zach Alexander: book a time with the booking feature, it’s within an hour. It’s I’ve never had someone come to it like a day later and open up. So oh, I guess I will schedule a call with them. Okay, so let’s do this. Let’s just for arguments.
520
01:06:08.360 –> 01:06:10.050
Richard Bueckert: just just to be safe.
521
01:06:10.280 –> 01:06:24.929
Richard Bueckert: and then what we want to do is now we can Once you can move them.
522
01:06:29.920 –> 01:06:32.000
I gotta think here how we can do this
523
01:06:35.040 –> 01:06:37.650
Richard Bueckert: you do. A stage move here or not.
524
01:06:40.550 –> 01:06:42.709
Richard Bueckert: Post sequence
525
01:06:44.690 –> 01:06:46.690
Richard Bueckert: might not be in this one.
526
01:06:47.570 –> 01:06:52.219
Richard Bueckert: Then what we could do is we could put a task here for you.
527
01:06:52.420 –> 01:06:56.649
Richard Bueckert: and the task would come up and say,
528
01:06:57.070 –> 01:06:58.830
Richard Bueckert: move to
529
01:06:59.940 –> 01:07:01.899
Richard Bueckert: engaging, for example.
530
01:07:02.620 –> 01:07:03.380
Zach Alexander: Okay.
531
01:07:05.430 –> 01:07:10.150
Richard Bueckert: and we would assign. This would be assigned to the owner, and the backup would be.
532
01:07:11.180 –> 01:07:14.549
Richard Bueckert: and priority priority is essential. Right?
533
01:07:14.760 –> 01:07:25.940
Richard Bueckert: So you’re done, you mark. The task is complete. And now we can start triggering all kinds of automation off that. So
534
01:07:26.340 –> 01:07:33.210
Richard Bueckert: cool. So I’m gonna I’m gonna set this thing live. Just so now, you can actually start using this form.
535
01:07:33.380 –> 01:07:34.749
Zach Alexander: Yeah, that’d be great.
536
01:07:34.780 –> 01:07:41.930
Richard Bueckert: And and then Mel’s gonna try and get you access to this
537
01:07:42.300 –> 01:07:43.990
Zach Alexander: right? So
538
01:07:44.280 –> 01:07:50.870
Melody Grant: so it’s a permissions error, sort of
539
01:07:51.090 –> 01:08:00.180
Melody Grant: I will update your permissions and me and Rick will go and feed on. Keep about the problem. So just give me a second.
540
01:08:00.640 –> 01:08:02.030
Zach Alexander: Okay, beautiful.
541
01:08:04.620 –> 01:08:11.230
Mel, do you happen to email Stacey and tell her that the call I was supposed to be on 7 min ago? I’m late.
542
01:08:13.400 –> 01:08:19.769
Zach Alexander: Yeah, I think I’ve got a lot to play with. Now you’ve answered a lot of the questions I came into this with. So yeah, if you need to, boogie
543
01:08:20.200 –> 01:08:21.439
hop into that.
544
01:08:21.830 –> 01:08:28.209
Richard Bueckert: Okay. Well, Mel, I don’t need you on that other call. Do you want to hang with Zack for a bit and get things tidied up.
545
01:08:30.439 –> 01:08:32.240
Richard Bueckert: sure. And
546
01:08:32.590 –> 01:08:38.939
Richard Bueckert: and Zach, can you and Mel can figure out the next call we want to do to keep you moving forward.
547
01:08:39.140 –> 01:08:49.200
Zach Alexander: Yeah, let’s schedule that. Yeah. Cause we have some thoughts on the the Linkedin adds, we wanna make sure we share those thoughts with you at some point and then get those up and run an asap. But we’re
548
01:08:49.430 –> 01:08:55.440
Richard Bueckert: moving in the right direction. Okay? Sounds good. I’ll let you and Mel take care of that. And
549
01:08:55.740 –> 01:08:57.999
Richard Bueckert: I’ll chat with you when I see you next
550
01:08:58.330 –> 01:09:01.089
Zach Alexander: perfect talk to you soon. Thanks. See? You guys.
551
01:09:02.490 –> 01:09:04.780
Melody Grant: okay?
552
01:09:06.010 –> 01:09:09.280
Melody Grant: So if you log out and log back in.
553
01:09:10.550 –> 01:09:11.640
Zach Alexander: Sure.
554
01:09:33.500 –> 01:09:35.069
Zach Alexander: Okay, that is complete.
555
01:09:35.660 –> 01:09:42.460
Melody Grant: Okay, so just go into automations and see if you can hit the plus button. Now.
556
01:09:43.100 –> 01:09:43.790
Zach Alexander: Okay.
557
01:09:46.550 –> 01:09:49.809
Zach Alexander: we’re getting a loading. Yeah, we’re in easy peasy.
558
01:09:50.359 –> 01:09:53.459
Melody Grant: Okay? It’s
559
01:09:53.830 –> 01:10:17.719
Melody Grant: it. It’s a keep issue. It wasn’t a an error per se, it’s a keep issue that I’ll get sorted some other time. Okay. So now you’re good for that. So let’s go ahead and set you up with zap to barks so that it pulls in your contacts, so you don’t have to rename them. So if you look in chat, I gave you a zapier link.
560
01:10:21.650 –> 01:10:22.500
Zach Alexander: Alright.
561
01:10:24.530 –> 01:10:25.620
Zach Alexander: I’ve got it
562
01:10:27.210 –> 01:10:29.399
Melody Grant: okay. And
563
01:10:30.140 –> 01:10:41.419
Melody Grant: so you can either set it up with your email or with Google. I usually do things like this with Google, just because it’s easier to not remember another password.
564
01:10:41.790 –> 01:10:43.960
Zach Alexander: So I’m signing in with Google.
565
01:10:48.650 –> 01:10:55.169
Melody Grant: And so they give you a certain number of free zaps
566
01:10:56.040 –> 01:11:04.900
Melody Grant: or triggers, so you shouldn’t shouldn’t need to pay for this at all, because you’re not high enough volume to worry about?
567
01:11:05.220 –> 01:11:11.260
Zach Alexander: Yeah, I am. I’m going to put myself in marketing. Sure.
568
01:11:12.470 –> 01:11:15.760
Zach Alexander: What are you looking to? Automate?
569
01:11:15.800 –> 01:11:18.550
Melody Grant: stop customer onboarding
570
01:11:19.380 –> 01:11:22.079
Zach Alexander: based on Castro? What is your main goal.
571
01:11:22.960 –> 01:11:26.689
Melody Grant: You can just there should be a skip this somewhere.
572
01:11:27.200 –> 01:11:31.590
Zach Alexander: I I’ll just click other forever. Okay.
573
01:11:34.570 –> 01:11:40.340
Zach Alexander: alright, it’s asking me, what apps do you use. I guess we want keep.
574
01:11:40.420 –> 01:11:43.660
Zach Alexander: And I’ll maybe I’ll share my screen. There’s like a little easier on.
575
01:11:49.010 –> 01:11:52.030
Zach Alexander: I’ll click everything that we have.
576
01:11:57.030 –> 01:12:00.490
Melody Grant: You can. Yeah. yeah, that one.
577
01:12:15.220 –> 01:12:18.850
Melody Grant: Okay. Then you wanna go start from scratch.
578
01:12:21.020 –> 01:12:29.619
Melody Grant: And they have an AI in here that makes things easy. So I would type in add new contact to keep when
579
01:12:29.850 –> 01:12:31.799
Melody Grant: from bark.
580
01:12:43.910 –> 01:12:46.579
Melody Grant: Okay, and then hit. Try it
581
01:12:50.520 –> 01:12:55.310
Melody Grant: and then click in the top one. because you’ll need to connect your barc account.
582
01:13:12.020 –> 01:13:13.040
Melody Grant: Okay?
583
01:13:16.620 –> 01:13:25.760
Melody Grant: So you can limit it to your service area if you want. But I presume you’ve got a service area listed in there? Right?
584
01:13:26.880 –> 01:13:28.850
Zach Alexander: Yeah.
585
01:13:31.540 –> 01:13:33.319
Melody Grant: you don’t have to.
586
01:13:42.690 –> 01:13:48.880
Melody Grant: actually. Go back up to the app and event for a second or no. The trigger that’s
587
01:13:48.960 –> 01:13:50.200
Melody Grant: that’s it?
588
01:13:52.560 –> 01:13:56.180
Melody Grant: No. Actually, it is the app and event. Sorry.
589
01:13:56.910 –> 01:13:57.620
Zach Alexander: Okay.
590
01:13:58.070 –> 01:14:05.699
Melody Grant: Where it says, new bark click on that new purchase.
591
01:14:05.990 –> 01:14:13.390
Melody Grant: That makes more sense. Yes, II knew there was something missing there. Okay? And then, Tris.
592
01:14:14.120 –> 01:14:17.579
Melody Grant: and it’ll just pull up one that you’ve had recently.
593
01:14:20.270 –> 01:14:25.340
Melody Grant: Yeah, there’s all the data. Okay. Now, scroll down on
594
01:14:26.120 –> 01:14:28.220
Melody Grant: go to the other side and scroll.
595
01:14:31.200 –> 01:14:33.110
Melody Grant: Yeah. And then continue.
596
01:14:35.480 –> 01:14:37.040
Melody Grant: now, connect or keep.
597
01:14:41.670 –> 01:14:43.219
Melody Grant: And wow.
598
01:14:54.790 –> 01:15:06.750
Melody Grant: so how to check for duplicates. Are you gonna do but you can do it by email, or you can do it by email and name, cause some people use more than one email. But emails, usually the best way.
599
01:15:07.130 –> 01:15:07.930
Zach Alexander: Yeah.
600
01:15:09.070 –> 01:15:11.780
Melody Grant: okay. So in email
601
01:15:16.280 –> 01:15:19.040
Melody Grant: and then, so
602
01:15:20.080 –> 01:15:22.460
Melody Grant: yeah, you just kind of
603
01:15:24.630 –> 01:15:27.300
Melody Grant: go through and batch them up.
604
01:15:33.960 –> 01:15:39.120
Now, you can format it so that it actually cause bark apparently does front end last
605
01:15:39.420 –> 01:15:48.989
Melody Grant: so you can actually format in in Zapier to pull them apart, so I would probably do that. So go back to where it says first name
606
01:15:49.550 –> 01:15:52.960
Melody Grant: and then click format data beside it.
607
01:15:55.560 –> 01:15:59.540
Melody Grant: And then just say, Pull out first name, yeah, there you
608
01:16:11.010 –> 01:16:12.010
Melody Grant: and then
609
01:16:14.220 –> 01:16:17.889
Melody Grant: separator will be a space. Yep.
610
01:16:26.210 –> 01:16:29.340
Melody Grant: and then if you test the step, it’ll should pull out.
611
01:16:30.870 –> 01:16:32.390
Melody Grant: There you go. Question, then
612
01:16:40.530 –> 01:16:42.419
Melody Grant: go back to action.
613
01:16:42.590 –> 01:16:43.290
Zach Alexander: But
614
01:17:12.180 –> 01:17:20.630
Melody Grant: yeah, sometimes the
615
01:17:21.320 –> 01:17:27.209
you probably know python better than I do. I ignore that stuff. So test this stuff.
616
01:17:39.690 –> 01:17:44.610
Zach Alexander: Yeah. Didn’t quite take what we wanted. So we will edit it.
617
01:17:57.330 –> 01:18:03.439
Melody Grant: Have I told you what a joy it is having somebody who actually knows how to move around. And software.
618
01:18:03.710 –> 01:18:09.239
Zach Alexander: Yeah, no, I’m in a in a position to move a little faster, which is nice.
619
01:18:26.340 –> 01:18:27.130
Zach Alexander: Hmm.
620
01:18:31.080 –> 01:18:33.049
Melody Grant: scroll back up for a second.
621
01:18:34.670 –> 01:18:36.750
Melody Grant: Okay, so
622
01:18:36.820 –> 01:18:39.149
okay, so right in where it says, last name
623
01:18:39.630 –> 01:18:42.300
Zach Alexander: click there and
624
01:18:46.560 –> 01:18:48.550
Zach Alexander: now, we can edit this one instead
625
01:18:51.190 –> 01:18:52.530
Zach Alexander: will that be.
626
01:18:56.870 –> 01:19:08.489
Melody Grant: I’ll come back to last time I want to get the other one set up just to mentally take off my task list. Okay, so tags it should give you a list of them. So you want to. Just
627
01:19:09.440 –> 01:19:13.390
Melody Grant: We were gonna
628
01:19:13.680 –> 01:19:16.669
Zach Alexander: tag it with bark right right?
629
01:19:17.120 –> 01:19:19.040
Melody Grant: And did you obey one
630
01:19:19.700 –> 01:19:23.790
Zach Alexander: say again, did did you actually name a tag
631
01:19:24.110 –> 01:19:30.309
Zach Alexander: not created a tag yet? That is for the name bark.
632
01:19:30.560 –> 01:19:37.240
Zach Alexander: we cannot make them on the fly year. So we’ll that we’ll make that as a task item for
633
01:19:37.530 –> 01:19:38.390
Melody Grant: okay?
634
01:19:38.890 –> 01:19:39.980
Zach Alexander: And
635
01:19:47.080 –> 01:19:56.180
Zach Alexander: okay, yeah, I’m getting a bit lost in the sauce. Let me take a step back and make sure think about what I’m normally pulling in. So we’re not pulling unnecessary stuff.
636
01:19:56.510 –> 01:19:57.970
Zach Alexander: And
637
01:20:09.370 –> 01:20:14.009
Zach Alexander: I’m pulling in first name, last name, I need phone number. So let’s go grab phone number.
638
01:20:27.990 –> 01:20:30.290
Melody Grant: So that one’s the type you’re in there.
639
01:20:32.360 –> 01:20:33.950
Melody Grant: So you want to go one up.
640
01:20:34.290 –> 01:20:35.440
Zach Alexander: I see.
641
01:21:01.620 –> 01:21:06.190
Zach Alexander: So I’ll just permanently set that to Mobile, because that’s what I assume they all are, anyway.
642
01:21:06.470 –> 01:21:07.460
Melody Grant: Okay?
643
01:21:08.770 –> 01:21:09.650
Zach Alexander: And then
644
01:21:14.400 –> 01:21:17.010
Zach Alexander: I don’t think you need to put it in
645
01:21:17.180 –> 01:21:17.950
Zach Alexander: yeah.
646
01:21:19.110 –> 01:21:33.200
Zach Alexander: Last name figured out.
647
01:21:33.220 –> 01:21:34.519
Zach Alexander: and we’ll be golden.
648
01:21:34.940 –> 01:21:35.810
Melody Grant: Yeah.
649
01:21:38.750 –> 01:21:41.080
Melody Grant: okay, so
650
01:21:41.210 –> 01:21:42.130
Melody Grant: yeah.
651
01:21:48.160 –> 01:21:49.080
Melody Grant: Thanks.
652
01:22:12.260 –> 01:22:19.690
Melody Grant: Maybe it didn’t know what the did. It give us a thing for a separator.
653
01:22:20.970 –> 01:22:24.730
Zach Alexander: yeah, let’s go back
654
01:23:15.210 –> 01:23:18.290
Melody Grant: if we tell it to pull out the last name.
655
01:23:19.530 –> 01:23:22.679
Melody Grant: and then it’ll ask us for the separator. So we know which
656
01:23:47.660 –> 01:23:49.120
Zach Alexander: separator.
657
01:23:49.450 –> 01:23:52.920
Zach Alexander: Okay, yeah, cool call from
658
01:23:53.050 –> 01:23:58.550
Zach Alexander: if your listing is not showing up properly.
659
01:24:10.700 –> 01:24:12.160
Melody Grant: Okay, so
660
01:24:12.360 –> 01:24:16.099
Zach Alexander: so that’s the same. That’s the last name action
661
01:24:19.040 –> 01:24:20.230
Zach Alexander: action.
662
01:24:23.820 –> 01:24:27.000
Melody Grant: Okay? So it needs the separator in that one.
663
01:24:28.330 –> 01:24:29.960
Zach Alexander: It’s it’s.
664
01:24:30.130 –> 01:24:36.189
Zach Alexander: let’s see. Expecting this pattern thing. I’m going to try
665
01:24:36.580 –> 01:24:42.850
Zach Alexander: editing and duplicating this one because it’s the AI pulled in a different action for us.
666
01:24:46.190 –> 01:24:49.759
Melody Grant: Usually AI is easier, but some days not so much.
667
01:24:50.780 –> 01:24:51.930
Zach Alexander: That’s okay.
668
01:24:52.710 –> 01:24:53.790
Melody Grant: The
669
01:24:54.060 –> 01:25:01.430
Zach Alexander: well, what if it’s something like Maria del Toro. Then it’ll give you the dell, not the toro.
670
01:25:01.790 –> 01:25:03.550
Zach Alexander: Right?
671
01:25:04.650 –> 01:25:07.919
Zach Alexander: yes, we’re looking for the last element in the list.
672
01:25:08.540 –> 01:25:12.010
Zach Alexander: Okay, interesting.
673
01:25:12.480 –> 01:25:15.080
Melody Grant: And you’ll want to rename it to say, last.
674
01:25:15.530 –> 01:25:16.320
Zach Alexander: yeah.
675
01:25:17.400 –> 01:25:18.549
Melody Grant: So she just
676
01:25:24.360 –> 01:25:26.900
Melody Grant: continue action. Yup
677
01:25:34.290 –> 01:25:35.660
Zach Alexander: based.
678
01:25:36.570 –> 01:25:38.959
Zach Alexander: we won’t last. Perhaps.
679
01:25:40.300 –> 01:25:42.259
Zach Alexander: I think so. Yeah.
680
01:25:43.270 –> 01:25:44.160
Zach Alexander: got it.
681
01:25:51.470 –> 01:25:57.940
Zach Alexander: Good. Okay. So that did it. Now we need make sure. It saves to the correct place. We can delete this one
682
01:26:00.200 –> 01:26:01.479
Melody Grant: and rename this
683
01:26:02.280 –> 01:26:04.010
Zach Alexander: right?
684
01:26:07.190 –> 01:26:08.200
Melody Grant: So
685
01:26:14.050 –> 01:26:14.820
Melody Grant: perfect.
686
01:26:16.230 –> 01:26:21.030
Zach Alexander: or and now we go here and
687
01:26:27.030 –> 01:26:29.479
Melody Grant: and then you want to put in
688
01:26:29.630 –> 01:26:30.610
Melody Grant: tag
689
01:26:32.360 –> 01:26:33.850
Zach Alexander: right out.
690
01:26:35.700 –> 01:26:36.550
Melody Grant: Perfect.
691
01:26:39.970 –> 01:26:44.360
Zach Alexander: So first name, Vincent. Last name Feranda Hazard.
692
01:26:48.390 –> 01:26:56.380
Zach Alexander: And yeah, we okay, so we need to create this tag in keep. So we can select it over here. Okay.
693
01:26:57.570 –> 01:26:58.689
Zach Alexander: so I want.
694
01:26:59.060 –> 01:27:05.019
Zach Alexander: where do I go to create a new tag, so that go down to your pretty face
695
01:27:05.720 –> 01:27:07.100
Zach Alexander: right settings
696
01:27:09.080 –> 01:27:10.490
Melody Grant: and
697
01:27:13.570 –> 01:27:16.269
Melody Grant: there you go.
698
01:27:23.630 –> 01:27:25.560
Melody Grant: I would call it a prospect tag.
699
01:27:26.020 –> 01:27:27.080
Zach Alexander: Got. Yeah.
700
01:27:39.730 –> 01:27:43.390
Melody Grant: okay. Now, I would actually
701
01:27:43.830 –> 01:27:52.330
Melody Grant: I think I would probably publish this and then edit it and go back in because I
702
01:27:52.680 –> 01:27:58.370
Melody Grant: you, you can check. But the tag usually doesn’t come until you refresh. So
703
01:28:02.010 –> 01:28:05.890
Melody Grant: okay? And then so you can just click anywhere out of that.
704
01:28:09.000 –> 01:28:11.069
And now hit edit up in the top.
705
01:28:14.360 –> 01:28:16.949
You’re already there. Yeah, you’re faster than I am.
706
01:28:17.250 –> 01:28:19.670
Zach Alexander: Okay. And if you just tell you, there you go
707
01:28:24.490 –> 01:28:27.090
Zach Alexander: cool. Oh, there’s multiple. Okay, cool. Yeah.
708
01:28:31.320 –> 01:28:32.530
Melody Grant: I usually just
709
01:28:33.360 –> 01:28:36.750
Melody Grant: leave it as the only one, unless somebody else’s.
710
01:28:37.400 –> 01:28:38.120
Zach Alexander: Okay.
711
01:28:47.530 –> 01:28:54.449
Melody Grant: Now let’s go into keep and see whether Vincent Farad. Oh, you already had him in there, didn’t you?
712
01:28:54.620 –> 01:28:56.370
Zach Alexander: Yeah. So that it should have
713
01:28:56.460 –> 01:29:02.330
Melody Grant: failed at the let’s just double check. Go to contacts and see whether he’s there twice
714
01:29:04.190 –> 01:29:07.200
Melody Grant: and see whether you’ve got the
715
01:29:08.800 –> 01:29:09.990
Melody Grant: tag.
716
01:29:13.000 –> 01:29:20.589
Zach Alexander: Oh, there’s the tag. Okay, at least, no, I can. I can tag them manually now and add a new. Okay? So that’s
717
01:29:20.660 –> 01:29:34.020
Zach Alexander: yeah, that ability to tag even, I’m doing it manually. The fact I can just do it at the tag button is gonna save a bajillion things down the road when you go in and manually tag somebody. Make sure that
718
01:29:34.050 –> 01:29:38.490
Melody Grant: you, you understand. If they’re going to go into an automation or not
719
01:29:42.210 –> 01:29:46.200
Zach Alexander: cool. All right. So yeah, I do. So
720
01:29:46.270 –> 01:30:03.210
Zach Alexander: this helps a lot. This is a lot of tools on my tool belt now. So I’ll play around with these, as I have some time in the coming days. Do we have availability, say Thursday, to talk about the some of the coffee for the Linkedin, and before it goes live.
721
01:30:03.680 –> 01:30:08.080
Melody Grant: do, do, do, do, do! Where’s my calendar? That’s my calendar.
722
01:30:14.930 –> 01:30:16.390
Melody Grant: So
723
01:30:17.790 –> 01:30:20.980
Melody Grant: so the first same time.
724
01:30:21.930 –> 01:30:23.860
Zach Alexander: Yeah, that’s fine, hey?
725
01:30:23.920 –> 01:30:26.930
Melody Grant: I will set that up.
726
01:30:42.560 –> 01:30:45.350
Melody Grant: Okay. I have sent you the invite.
727
01:30:49.060 –> 01:30:50.560
Zach Alexander: Got it? Got it right here.
728
01:30:53.680 –> 01:30:55.619
Melody Grant: Okay, any other questions?
729
01:30:56.450 –> 01:31:01.300
Zach Alexander: No, I think we’re in good shape. I’m gonna kind of internalize it, and
730
01:31:01.520 –> 01:31:07.439
Zach Alexander: I’ve got some a list of things to work on on my own, so we’ll see where we are in 2 days.
731
01:31:07.460 –> 01:31:08.480
Melody Grant: Okay.
732
01:31:08.720 –> 01:31:16.449
Melody Grant: so for religious events. So that’s like bar mitzvahs and christenings and solstice sprawling.
733
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Zach Alexander: Yeah, things like that. It’s it’s basically yeah, just a way of making sure nobody gets if things keep going the way they’re going. Nobody gets in trouble for having Jewish label us their events because they’re the ones that have major religious restrictions that we have to think about
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Melody Grant: yeah, ridiculous
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Zach Alexander: okay
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sounds lovely.
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Zach Alexander: and I was one of those
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Melody Grant: on Thursday.
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Zach Alexander: Alright perfect. We’ll see you on Thursday. Thank you so much. You guys are the best.
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Melody Grant: Bye.
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bye, bye