WEBVTT 1 00:00:00.000 --> 00:00:05.040 So I was going to jump into some essential Zapier automation. 2 00:00:05.080 --> 00:00:07.800 We have updated our Zapier integration. 3 00:00:07.800 --> 00:00:12.840 So when you go there, you'll actually see some better labeled triggers in here. 4 00:00:13.120 --> 00:00:17.340 And in this training, I'm just going to just talk through like how to set these 5 00:00:17.340 --> 00:00:21.560 up and some best practices on like how, how we would set this up if we were helping 6 00:00:21.720 --> 00:00:23.480 you guys, how we'd recommend it essentially. 7 00:00:23.940 --> 00:00:27.400 So if that sounds good, feel free to like jump in and, you know, 8 00:00:27.400 --> 00:00:28.960 ask a question in the, in the chat. 9 00:00:29.440 --> 00:00:32.439 And I know this is with Zapier. 10 00:00:32.479 --> 00:00:35.160 It can be really frustrating because you, it's one of those tools 11 00:00:35.160 --> 00:00:37.920 that you can do so much with it, but also you kind of, it's a little bit 12 00:00:37.920 --> 00:00:39.960 of a learning curve to get it all set up. 13 00:00:40.320 --> 00:00:42.840 And so I'll show you some creative ways that we're, we're using it 14 00:00:42.840 --> 00:00:44.840 today for some different use cases. 15 00:00:44.840 --> 00:00:48.920 So the first one is kind of like the very first one you'd want to add. 16 00:00:49.220 --> 00:00:50.360 And these are kind of the same thing. 17 00:00:50.360 --> 00:00:54.560 I've just put it into two different triggers here, but this idea of someone 18 00:00:54.560 --> 00:00:57.360 goes in, they go through your funnel or they go through your website and 19 00:00:57.360 --> 00:00:58.920 they purchase something from you. 20 00:00:59.240 --> 00:01:02.440 So now they've purchased a program, a course, something from you. 21 00:01:02.440 --> 00:01:06.800 And at this point they need to now, you know, get access to the, to, to 22 00:01:06.800 --> 00:01:08.680 get, you know, fulfilled on that, that course. 23 00:01:08.680 --> 00:01:13.800 So the way that we would do this is we would set up a trigger on inside of Zapier. 24 00:01:13.800 --> 00:01:16.680 So when someone purchases it would trigger to do something. 25 00:01:17.040 --> 00:01:20.420 I'll use Stripe as the example, but there's thousands of things 26 00:01:20.420 --> 00:01:21.400 that you can use as the trigger. 27 00:01:21.400 --> 00:01:24.600 So we'll use Stripe because that means like money has changed hands 28 00:01:24.600 --> 00:01:26.560 and, and that makes it very official. 29 00:01:27.000 --> 00:01:29.480 We're going to have them add, like create the users. 30 00:01:29.480 --> 00:01:34.320 We'll have Zapier create a user for, for you on your platform. 31 00:01:34.680 --> 00:01:37.360 And then you could even have things like post a message in Slack. 32 00:01:37.360 --> 00:01:39.400 You could have it email them a welcome email. 33 00:01:39.600 --> 00:01:41.440 And there's, there's an infinite amount of things you could 34 00:01:41.440 --> 00:01:42.600 do on the backend of this. 35 00:01:42.640 --> 00:01:44.040 You could add them to a Google sheet. 36 00:01:44.040 --> 00:01:46.040 So you have it in, you know, all kinds of things. 37 00:01:46.040 --> 00:01:47.280 So I'm going to build all that out. 38 00:01:47.520 --> 00:01:49.640 The bottom one here is exactly the same thing. 39 00:01:50.000 --> 00:01:53.400 Instead of doing Stripe, if you wanted to use your CRM, for example, you could 40 00:01:53.400 --> 00:01:56.240 have like, I know some people use Salesforce here, some people using 41 00:01:56.240 --> 00:01:57.840 active campaign, go high level. 42 00:01:58.120 --> 00:02:02.880 When you know, a tag is added to a contact and Oh, someone's 43 00:02:02.880 --> 00:02:03.800 saying you can't see my screen. 44 00:02:03.880 --> 00:02:04.440 Let me try again. 45 00:02:07.440 --> 00:02:07.880 Let's see. 46 00:02:07.920 --> 00:02:09.039 I'm just going to stop and start it. 47 00:02:09.800 --> 00:02:12.560 Well, I had some awesome stuff I was showing you guys. 48 00:02:13.320 --> 00:02:13.920 Is that better? 49 00:02:13.960 --> 00:02:14.560 You guys can see it. 50 00:02:15.760 --> 00:02:16.520 Thanks, Macy. 51 00:02:17.240 --> 00:02:17.800 Good. 52 00:02:19.800 --> 00:02:20.120 Sorry. 53 00:02:20.240 --> 00:02:22.720 For some reason I can't see you guys, but yeah, you're good. 54 00:02:22.720 --> 00:02:23.360 I can see it now. 55 00:02:23.560 --> 00:02:23.920 Thanks. 56 00:02:24.320 --> 00:02:24.800 Sweet. 57 00:02:25.040 --> 00:02:26.680 Just does a little flow here. 58 00:02:26.720 --> 00:02:30.520 So the way that I've got this one set up, we'll go, I'll actually just 59 00:02:30.520 --> 00:02:32.840 start this right from scratch here. 60 00:02:32.880 --> 00:02:34.720 So we'll go into Zapier. 61 00:02:35.240 --> 00:02:37.040 I'm going to hit create new Zap. 62 00:02:38.120 --> 00:02:40.720 And you can definitely use this top part here. 63 00:02:40.720 --> 00:02:43.400 If you want to tell it what to do, it's, this is just their 64 00:02:43.400 --> 00:02:45.440 AI little co-pilot thing. 65 00:02:45.760 --> 00:02:47.720 I'm just going to show you this sort of the manual way to do it though. 66 00:02:47.720 --> 00:02:49.680 So let's pull it from Stripe. 67 00:02:49.680 --> 00:02:50.760 So I'll say Stripe here. 68 00:02:51.520 --> 00:02:54.400 And the event we're going to choose is someone. 69 00:02:55.000 --> 00:02:56.200 I'm going to pick a subscription. 70 00:02:56.200 --> 00:02:59.160 Let's say someone's starting to pay you like $99 a month to be a 71 00:02:59.160 --> 00:03:01.080 part of your thing, your group. 72 00:03:01.240 --> 00:03:02.960 So this could work for a subscription. 73 00:03:03.000 --> 00:03:06.880 You could also do a new charge, like a new payment comes through. 74 00:03:07.320 --> 00:03:08.600 There's a new payment right there. 75 00:03:08.800 --> 00:03:12.640 So if you just have like a, you know, $500 course, someone's buying, 76 00:03:12.640 --> 00:03:15.680 they can just pay that you can trigger with this, that would work as well. 77 00:03:15.880 --> 00:03:19.880 And you can see there's a ton of options here to get, to go crazy with, with all this. 78 00:03:19.880 --> 00:03:21.680 So let's say new subscription. 79 00:03:22.600 --> 00:03:23.240 Continue. 80 00:03:23.240 --> 00:03:24.080 We're going to jump in here. 81 00:03:24.080 --> 00:03:25.880 I'm going to pick our Zapier account. 82 00:03:25.880 --> 00:03:28.800 If you haven't, you can add it there and hit continue. 83 00:03:29.320 --> 00:03:31.680 I don't even need to test it, but we'll go here. 84 00:03:32.280 --> 00:03:36.360 So now I'm going to, I'm basically telling Stripe, like this is the trigger up here. 85 00:03:36.880 --> 00:03:38.480 And then there's an action. 86 00:03:38.480 --> 00:03:40.960 So there's always a trigger in Zapier and then an action, and you 87 00:03:40.960 --> 00:03:42.240 can typically have one trigger. 88 00:03:42.440 --> 00:03:45.480 Then you can have an unlimited amount of actions and you can keep stacking them. 89 00:03:46.040 --> 00:03:48.920 The first thing we're going to do is we're going to have it 90 00:03:49.000 --> 00:03:51.200 create and update the user. 91 00:03:51.920 --> 00:03:53.480 So this is a great feature. 92 00:03:53.480 --> 00:03:57.000 If you don't know if that person has an account or not, you 93 00:03:57.000 --> 00:03:59.120 can use this option to do that. 94 00:03:59.480 --> 00:04:02.720 And what it will do is if the user already exists, they will 95 00:04:02.720 --> 00:04:04.440 simply add them to a new group. 96 00:04:04.760 --> 00:04:08.640 If they don't exist, then, then it'll create that user and 97 00:04:08.640 --> 00:04:09.560 then add them to the group. 98 00:04:09.560 --> 00:04:12.600 So you don't have to know whether that person exists or not. 99 00:04:12.600 --> 00:04:15.640 Essentially just create slash update the user. 100 00:04:15.680 --> 00:04:17.440 It'll, it'll kind of figure it out for you. 101 00:04:17.920 --> 00:04:18.839 So we'll continue. 102 00:04:19.360 --> 00:04:20.839 I've got tribe here. 103 00:04:21.000 --> 00:04:22.240 I may have to sign in again. 104 00:04:23.440 --> 00:04:23.960 See here. 105 00:04:24.480 --> 00:04:27.600 So you had a Zapier, Kajabi triggering tribes up to the records. 106 00:04:27.600 --> 00:04:29.480 After you said it was formatting or Jason issue. 107 00:04:29.520 --> 00:04:30.960 Yeah, we should look at that day. 108 00:04:30.960 --> 00:04:32.240 We could definitely check that out. 109 00:04:32.640 --> 00:04:36.800 We'd have to see specifically what, what you were, what you were seeing when 110 00:04:36.800 --> 00:04:40.840 you're adding Zapier, I'm just going to go here. 111 00:04:41.840 --> 00:04:42.360 Add it. 112 00:04:47.560 --> 00:04:48.120 Okay, cool. 113 00:04:48.640 --> 00:04:49.280 Continue. 114 00:04:51.240 --> 00:04:51.440 Yeah. 115 00:04:51.440 --> 00:04:54.280 If you have a screenshot of that, that error, that would be super helpful. 116 00:04:54.280 --> 00:04:57.640 So here you can actually tell it to now let's go to this step. 117 00:04:57.640 --> 00:04:58.480 I'm just going to grab. 118 00:04:59.480 --> 00:04:59.760 So. 119 00:05:00.000 --> 00:05:02.360 Let's grab like a test transaction here. 120 00:05:04.240 --> 00:05:04.600 Okay. 121 00:05:05.000 --> 00:05:08.640 So you can select record, so you can have a little sample. 122 00:05:08.640 --> 00:05:12.440 It'll go pull some sample of the last subscription that came in, or if you're 123 00:05:12.440 --> 00:05:15.560 using your CRM, so that way you have actually have some data to work with. 124 00:05:15.960 --> 00:05:18.720 So here I can actually put the name in here. 125 00:05:18.740 --> 00:05:19.840 So I'm gonna put the customer name. 126 00:05:19.840 --> 00:05:22.600 If I want the email address is the important one. 127 00:05:23.320 --> 00:05:26.880 So here I'm going to place, like I'm basically saying, grab the email address 128 00:05:26.880 --> 00:05:30.560 from here, grab the customer name from here and drag, drag it into, into this. 129 00:05:31.000 --> 00:05:32.360 You can, if you want. 130 00:05:32.800 --> 00:05:34.640 Choose like an account level. 131 00:05:34.640 --> 00:05:38.720 I would say, just leave this blank as this is really, I think pretty much everyone 132 00:05:38.720 --> 00:05:42.800 on this call and most of our clients are not using this, this tiered 133 00:05:42.800 --> 00:05:44.680 access for free basic premium. 134 00:05:45.040 --> 00:05:48.680 That's a little bit more of like a Netflix model where like you have a vault 135 00:05:48.720 --> 00:05:54.200 of videos and you're trying to like gate specific content for free users. 136 00:05:54.200 --> 00:05:56.840 People who aren't paying you, people are paying you maybe $10 a month. 137 00:05:56.840 --> 00:05:58.960 And maybe people are paying you $20 a month. 138 00:05:59.320 --> 00:06:01.960 So I don't think anyone here wouldn't recommend that. 139 00:06:01.960 --> 00:06:04.880 We're typically now just using groups for everything to organize. 140 00:06:05.400 --> 00:06:08.560 So then we want to say, we also want to add them to a group. 141 00:06:08.560 --> 00:06:11.280 So I'm going to head over to the dashboard, go to groups. 142 00:06:12.200 --> 00:06:14.880 And let's say for this example, I'm going to add them to the app owner group. 143 00:06:15.280 --> 00:06:17.120 So all we're going to do is grab this ID. 144 00:06:17.120 --> 00:06:19.360 It's five, six, eight is the ID. 145 00:06:19.400 --> 00:06:23.080 And we just put that ID in here and that, that goes in. 146 00:06:23.720 --> 00:06:25.040 So you can just write it in. 147 00:06:25.560 --> 00:06:26.800 Oops, go here. 148 00:06:27.600 --> 00:06:29.320 Five, six, eight. 149 00:06:29.880 --> 00:06:33.360 If you want, and you were doing, this is one advantage to doing it through Stripe 150 00:06:33.360 --> 00:06:37.360 is we do have a field for customers, Stripe customer ID, which can be very, 151 00:06:37.360 --> 00:06:41.600 very helpful to track that with the user in case that person purchases other 152 00:06:41.600 --> 00:06:44.360 things in the future, you can kind of track all that here. 153 00:06:44.360 --> 00:06:46.640 And I think customer ID is, is right there. 154 00:06:47.320 --> 00:06:47.600 Cool. 155 00:06:47.600 --> 00:06:49.040 Lucian happens to be on this call. 156 00:06:49.040 --> 00:06:51.960 So we would take a look at that screenshot from David would be cool. 157 00:06:52.520 --> 00:06:52.720 Cool. 158 00:06:52.720 --> 00:06:55.360 So we're going to test this and I'll go ahead and just hit test. 159 00:06:55.480 --> 00:06:57.000 And so let's see. 160 00:06:57.320 --> 00:06:58.360 Oh, it says name is missing. 161 00:06:58.920 --> 00:07:01.480 So let's just do back to action. 162 00:07:03.040 --> 00:07:04.440 We'll have to give a name. 163 00:07:05.360 --> 00:07:08.160 This is kind of a strange one, cause this is actually like a business paying. 164 00:07:08.480 --> 00:07:11.880 So typically people would have any other, Oh, it's there you go. 165 00:07:11.920 --> 00:07:13.120 I'll just put there's Jenny. 166 00:07:13.360 --> 00:07:15.120 Great test step. 167 00:07:16.920 --> 00:07:17.760 Um, cool. 168 00:07:17.760 --> 00:07:20.200 So then it checked that and we've done a little test. 169 00:07:20.200 --> 00:07:23.880 And if I want to verify that it worked, I can head over to the users and I should 170 00:07:23.880 --> 00:07:28.280 see that Jenny was created a few seconds ago and I click into this and she was 171 00:07:28.280 --> 00:07:31.040 added to the app owners group. 172 00:07:31.440 --> 00:07:33.800 And when you just leave it blank, it defaults to free. 173 00:07:34.200 --> 00:07:36.840 And then it also brought in that customer ID as well. 174 00:07:37.280 --> 00:07:42.560 So it's basically set up her, her account and it's added her to groups. 175 00:07:42.560 --> 00:07:46.040 Now, if you wanted to add to multiple groups, you essentially just take this 176 00:07:46.040 --> 00:07:48.000 and then just duplicate it down below. 177 00:07:48.320 --> 00:07:52.000 And you can just add that person now to another group like this. 178 00:07:52.000 --> 00:07:55.680 And all you would need on this one, I think is just going to be their email address. 179 00:07:56.120 --> 00:08:01.480 So you can just grab the email address and you can stack this and have like something 180 00:08:02.040 --> 00:08:02.600 over here. 181 00:08:02.600 --> 00:08:06.800 So let's say we're going to add them also to the leaders group, five, six, seven. 182 00:08:07.200 --> 00:08:09.080 You can have them like five, six, seven. 183 00:08:09.520 --> 00:08:12.320 So, um, sorry, right here, five, six. 184 00:08:13.320 --> 00:08:17.680 So now what it's going to do is it's going to do that, add this and go in here. 185 00:08:17.840 --> 00:08:21.560 Now, one thing I would, if you're going to get crazy with these zaps, take just a 186 00:08:21.560 --> 00:08:23.960 second and relabel everything. 187 00:08:23.960 --> 00:08:25.960 So you can say like rename here. 188 00:08:25.960 --> 00:08:32.480 You can say like customer purchases, you know, whatever course with Stripe. 189 00:08:33.080 --> 00:08:36.480 And you'd have to do this per course, but just kind of make a note of what's happening 190 00:08:36.480 --> 00:08:41.520 here, like create and, you know, add to app owners. 191 00:08:42.000 --> 00:08:46.760 You can be really specific because we're all doing a thousand things with being founders 192 00:08:46.760 --> 00:08:51.560 and entrepreneurs. Like we're not going to remember this next week or let alone maybe 193 00:08:51.560 --> 00:08:56.760 tomorrow. So if you go in, we're going to say like also add to our tribe leaders. 194 00:08:58.000 --> 00:08:59.800 Just so you remember what that is. 195 00:08:59.800 --> 00:09:03.680 And then it creates like a little flow here that even if someone else on your team was 196 00:09:03.680 --> 00:09:08.000 trying to work out what's happening at which step, then you could test that as well. 197 00:09:08.360 --> 00:09:10.240 So I should be able to go back to this group. 198 00:09:10.240 --> 00:09:14.800 And if I went to content or the users and back to Jenny, I should see that she's now in 199 00:09:14.800 --> 00:09:17.120 actually two, two groups, which is perfect. 200 00:09:18.000 --> 00:09:20.880 So the last thing I'm going to do is I want to let our team know. 201 00:09:20.920 --> 00:09:23.360 So we're going to add Slack integration. 202 00:09:23.720 --> 00:09:28.120 You can even have this text yourself if you have like high ticket clients that you want to 203 00:09:28.120 --> 00:09:30.240 send like a personalized welcome text to. 204 00:09:30.480 --> 00:09:35.120 You can have like Zapier text you with their information and then you can send a personal 205 00:09:35.120 --> 00:09:38.040 message if you want or call them or whatever the ask. 206 00:09:38.040 --> 00:09:44.040 So I'm going to say we're just going to say send channel message, continue. 207 00:09:44.960 --> 00:09:46.440 We've got our account here. 208 00:09:48.400 --> 00:09:52.400 And this takes a little second, a second here, but we have like a CX for all of our 209 00:09:52.400 --> 00:09:58.360 customer experience and may new customer, you know, added, and then you can add, you 210 00:09:58.360 --> 00:09:59.960 know, whatever emojis you. 211 00:10:00.000 --> 00:10:02.600 want here, and then you can add specific information. 212 00:10:02.600 --> 00:10:06.240 So I can go and grab like their email address, which would be helpful. 213 00:10:06.240 --> 00:10:08.360 I can grab, and how much did they pay? 214 00:10:08.360 --> 00:10:12.860 I can grab maybe what, what did they sign up for, uh, anything 215 00:10:12.860 --> 00:10:15.260 that, and I want their name, all that good stuff. 216 00:10:15.260 --> 00:10:19.620 So that, then you can set all this up the way you want it to go. 217 00:10:19.720 --> 00:10:20.000 Okay. 218 00:10:20.000 --> 00:10:20.760 Continue. 219 00:10:21.240 --> 00:10:22.280 And I'll just say test. 220 00:10:23.260 --> 00:10:27.760 And so now we should see something in our Slack accounts. 221 00:10:27.760 --> 00:10:39.220 So if I go to those two videos, Slack, cool. 222 00:10:39.280 --> 00:10:42.000 So now we have this new message here, like new customer added. 223 00:10:42.000 --> 00:10:43.320 And I can see that. 224 00:10:43.320 --> 00:10:46.480 So that's going to happen all at the same time when that trigger occurs. 225 00:10:46.480 --> 00:10:49.720 I think these little touch points with things like Slack, super helpful. 226 00:10:49.720 --> 00:10:51.940 Cause it just lets you know that the system's working. 227 00:10:51.940 --> 00:10:55.520 And I always put that message at the very end of your zap. 228 00:10:55.520 --> 00:10:59.200 So, cause if I see that that happened, I know that the other two steps happen. 229 00:10:59.200 --> 00:11:01.320 So I wouldn't, I wouldn't have it send the message and then 230 00:11:01.320 --> 00:11:02.560 do a bunch of things on the app. 231 00:11:02.960 --> 00:11:04.760 I would have that thing be the last thing. 232 00:11:04.760 --> 00:11:08.520 If I was setting this up for us, you're some best, those are just best practices. 233 00:11:08.520 --> 00:11:10.120 So there's no limit. 234 00:11:10.120 --> 00:11:12.020 You can keep doing a lot of things here. 235 00:11:12.020 --> 00:11:13.320 Like I said, you could add Google sheets. 236 00:11:13.320 --> 00:11:15.840 You could have this person go into a Google sheet somewhere 237 00:11:15.840 --> 00:11:17.760 for your, a VA or something. 238 00:11:18.120 --> 00:11:22.880 Notion sometimes when we, we have things go into like a notion database as well. 239 00:11:23.600 --> 00:11:26.160 We can also have, you can add filters and different paths. 240 00:11:26.160 --> 00:11:31.000 So you can create conditionals where like, if the person bought like the annual plan, 241 00:11:31.000 --> 00:11:32.920 then maybe they get added to a different group. 242 00:11:32.920 --> 00:11:34.920 If they bought this other thing, they can go to this other way. 243 00:11:34.920 --> 00:11:39.840 So you can kind of split this, this whole like stack or whole list of 244 00:11:39.960 --> 00:11:40.900 events that are going to happen. 245 00:11:40.900 --> 00:11:44.280 You can branch them out into like parallel things. 246 00:11:44.280 --> 00:11:45.440 It's, it's pretty crazy. 247 00:11:45.720 --> 00:11:46.780 All the things that you can do. 248 00:11:46.780 --> 00:11:51.280 So that's just this first one, as far as like how you, how we would set 249 00:11:51.280 --> 00:11:54.600 this up for someone who just bought that. 250 00:11:55.240 --> 00:11:55.740 Hey Bruce. 251 00:11:56.160 --> 00:11:56.660 Yes. 252 00:11:57.320 --> 00:12:01.880 I, when you say like, just to recap, I just want to make sure 253 00:12:01.880 --> 00:12:03.360 that I'm hearing you correctly. 254 00:12:04.480 --> 00:12:08.600 I've been using a couple of zaps, just real simple stuff coming from our, 255 00:12:09.880 --> 00:12:13.080 our, our items into the tribe social. 256 00:12:13.800 --> 00:12:19.120 But at this point it was only giving me an option to like, maybe update a record, 257 00:12:19.200 --> 00:12:25.480 create a new record and do two other things like for functional items. 258 00:12:25.480 --> 00:12:27.640 Did you say there was more options for that? 259 00:12:28.240 --> 00:12:36.200 Or are you telling me that there's more ways to use those trigger points or. 260 00:12:37.200 --> 00:12:39.240 Yeah, they wouldn't be triggers. 261 00:12:39.240 --> 00:12:42.840 They would be more like the actions, whatever the next step is actions. 262 00:12:42.840 --> 00:12:43.340 Right. 263 00:12:44.120 --> 00:12:45.120 Yeah, for sure. 264 00:12:45.440 --> 00:12:49.480 So these are, there was only three up until I think Monday, this week, 265 00:12:49.520 --> 00:12:51.160 Tuesday, like, or yesterday. 266 00:12:51.560 --> 00:12:54.800 So we just changed, we fixed these labels a little bit to make it 267 00:12:54.800 --> 00:12:57.400 very, very clear what we're doing. 268 00:12:57.480 --> 00:13:00.800 Typically, like you probably never need to delete a user. 269 00:13:01.120 --> 00:13:03.480 I can't imagine you ever needs typically either just adding the 270 00:13:03.480 --> 00:13:05.440 user to a group or removing the user. 271 00:13:06.000 --> 00:13:10.160 If it's someone that's just purchasing or jumping in the safe way to do it would 272 00:13:10.160 --> 00:13:14.680 be to just have it create and update the user that way, if that person doesn't 273 00:13:14.680 --> 00:13:16.640 exist, it will create the user there. 274 00:13:17.120 --> 00:13:20.880 And that will always be like sort of an overwrite situation, right? 275 00:13:21.920 --> 00:13:22.420 Gotcha. 276 00:13:22.720 --> 00:13:23.320 Say that again. 277 00:13:25.560 --> 00:13:28.080 I said that would be more like an overwrite situation. 278 00:13:28.080 --> 00:13:28.680 Is that correct? 279 00:13:29.080 --> 00:13:29.800 It would overwrite. 280 00:13:29.800 --> 00:13:30.000 Yeah. 281 00:13:30.000 --> 00:13:34.800 So if that person had the user, it should, it should just add them to the new groups. 282 00:13:34.840 --> 00:13:36.040 I don't think it removes that. 283 00:13:36.080 --> 00:13:38.640 Like, it's not going to, if there's, if they're in three groups and you add 284 00:13:38.640 --> 00:13:42.360 them to one, it's, they're going to have four groups, so it's not going to, 285 00:13:42.480 --> 00:13:45.040 it's not going to replace their three with the one that you're adding. 286 00:13:45.280 --> 00:13:46.480 I think that's what you're asking. 287 00:13:47.720 --> 00:13:48.120 Oh yeah. 288 00:13:48.120 --> 00:13:50.480 Like it's additive, additive in that sense. 289 00:13:51.440 --> 00:13:52.120 Got, yes. 290 00:13:54.360 --> 00:13:57.360 So awesome. 291 00:13:59.000 --> 00:14:00.280 Yeah, we can look these over. 292 00:14:00.360 --> 00:14:01.240 I know you're today. 293 00:14:01.280 --> 00:14:03.280 This, this call is not a good time. 294 00:14:03.280 --> 00:14:06.560 Cause you get, you get out there on the road, but in future times as well, we 295 00:14:06.560 --> 00:14:10.520 could, we could hop up, you could share your screen, pull up Zapier can dig into 296 00:14:10.520 --> 00:14:12.040 some, some of how you're setting it up. 297 00:14:12.520 --> 00:14:13.440 And I can take a look at it. 298 00:14:16.120 --> 00:14:16.400 Cool. 299 00:14:18.480 --> 00:14:18.880 All right. 300 00:14:19.000 --> 00:14:22.680 So the other thing we want to talk about is like, I think this was specifically 301 00:14:22.680 --> 00:14:24.560 for Anne, so I'm glad you're on here. 302 00:14:24.880 --> 00:14:29.000 And I shared this with Abby and I thought we'll just talk about it now. 303 00:14:29.360 --> 00:14:32.120 Cause I think there's a use case here where you wanted someone who's brand 304 00:14:32.120 --> 00:14:35.800 new to the app to like come into like a default group. 305 00:14:36.040 --> 00:14:37.440 And so, and this may be good. 306 00:14:38.400 --> 00:14:42.560 Best, I would say as well, like have sort of like an open group. 307 00:14:42.560 --> 00:14:45.040 That's just a catch all for people who are coming into the app. 308 00:14:45.360 --> 00:14:46.800 So this is probably safe. 309 00:14:46.800 --> 00:14:49.920 I think maybe one day we will have something called a default group 310 00:14:49.920 --> 00:14:51.600 that like every user can access. 311 00:14:51.960 --> 00:14:53.800 We'll put that in the list of things we pay. 312 00:14:53.800 --> 00:14:57.280 We want to do in the meantime, you can go ahead and do this without, 313 00:14:57.360 --> 00:14:58.400 without needing that. 314 00:14:58.400 --> 00:14:59.840 So the way we would structured. 315 00:15:00.000 --> 00:15:05.000 And so I'll go back to my zaps and new. 316 00:15:05.440 --> 00:15:07.840 So this one will be interesting. 317 00:15:07.840 --> 00:15:12.840 You can actually use tribe as the trigger and as the action. 318 00:15:14.160 --> 00:15:16.400 So here, I'm going to say there's a new user. 319 00:15:16.400 --> 00:15:20.540 So, so some, some user comes in on my account 320 00:15:20.540 --> 00:15:22.920 and it's going to go grab an example, 321 00:15:22.920 --> 00:15:23.760 probably going to be Jenny. 322 00:15:23.760 --> 00:15:25.320 Cause it's the one we just put in there, 323 00:15:25.320 --> 00:15:26.480 but I'll grab this one. 324 00:15:27.480 --> 00:15:32.480 And then the action is going to be right back to, to tribe. 325 00:15:34.560 --> 00:15:37.240 So you can actually have them add to groups. 326 00:15:37.240 --> 00:15:39.520 This is actually sort of like a, just a loop here. 327 00:15:39.520 --> 00:15:42.280 It's, it's, it's going to go from tribe. 328 00:15:42.280 --> 00:15:43.960 It's going to trigger zap here and then tells tribe 329 00:15:43.960 --> 00:15:45.280 to do something else. 330 00:15:45.280 --> 00:15:49.440 So what you can do here is now add that person to the group. 331 00:15:49.440 --> 00:15:50.280 Cause you don't, you know, 332 00:15:50.280 --> 00:15:52.020 they exist because they just, 333 00:15:52.020 --> 00:15:54.120 they were just created a second ago. 334 00:15:54.120 --> 00:15:54.960 So, sorry. 335 00:15:54.960 --> 00:15:59.320 So just add them to the group and we can go to the action, 336 00:15:59.320 --> 00:16:01.960 grab their email. 337 00:16:01.960 --> 00:16:02.800 Oops, there. 338 00:16:03.680 --> 00:16:05.320 And then we can say like, add them to, you know, 339 00:16:05.320 --> 00:16:08.840 five, six, seven, or I think it was five, six, seven, 340 00:16:08.840 --> 00:16:09.920 like that. 341 00:16:09.920 --> 00:16:13.160 So this means like everybody who jumps in the app, 342 00:16:13.160 --> 00:16:16.040 everybody who'd like hit opens the app is going to get added 343 00:16:16.040 --> 00:16:18.340 immediately as soon as they register their account, 344 00:16:18.340 --> 00:16:19.180 they'll get added. 345 00:16:19.180 --> 00:16:22.920 And so this will happen like super fast. 346 00:16:22.920 --> 00:16:24.640 So like when they actually create their account, 347 00:16:24.640 --> 00:16:26.280 if they're starting it from the app, 348 00:16:26.280 --> 00:16:27.160 they'll create it there. 349 00:16:27.160 --> 00:16:30.440 And immediately by the time they get the other page loads, 350 00:16:30.440 --> 00:16:32.520 that should be, should be in there. 351 00:16:32.520 --> 00:16:33.640 We also do have a very cool, 352 00:16:33.640 --> 00:16:37.740 like live updating feature where even if they hit, 353 00:16:37.740 --> 00:16:39.440 they hit create an account and they're showing up, 354 00:16:39.440 --> 00:16:41.120 they land on the page. 355 00:16:41.120 --> 00:16:42.240 Once it is created, 356 00:16:42.240 --> 00:16:45.520 it'll just sort of like fade up into their screen for that 357 00:16:45.520 --> 00:16:46.360 particular group. 358 00:16:46.360 --> 00:16:48.920 So it should be a pretty good user experience there. 359 00:16:48.920 --> 00:16:50.000 Again, I'll just best practice. 360 00:16:50.000 --> 00:16:53.840 So Layla's like add to tribe leaders group. 361 00:16:56.400 --> 00:17:00.000 And you can say like all users, you know, registered. 362 00:17:00.000 --> 00:17:04.079 So this would be one is a very simple version of course. 363 00:17:04.079 --> 00:17:06.680 So we'll test the step and we're going to see if this 364 00:17:06.680 --> 00:17:07.880 Wesley got added. 365 00:17:07.880 --> 00:17:10.720 So we'll go into this, just double check here. 366 00:17:10.720 --> 00:17:11.660 He has two accounts. 367 00:17:11.660 --> 00:17:14.079 So one of these I refresh. 368 00:17:15.599 --> 00:17:17.640 Yep. He's in tribe leaders now. 369 00:17:17.640 --> 00:17:18.880 So that's one way to do so. 370 00:17:18.880 --> 00:17:21.200 If you wanted to make it to where not everybody was in 371 00:17:21.200 --> 00:17:24.680 there, you could have some like step here where you say, 372 00:17:24.680 --> 00:17:28.160 you add a conditional, like a filter. 373 00:17:28.160 --> 00:17:30.680 And so you can say like, if this field, 374 00:17:30.680 --> 00:17:34.920 like the role does not contain like admin. 375 00:17:34.920 --> 00:17:38.080 So let's say you don't want admins necessarily in this group 376 00:17:38.080 --> 00:17:39.040 or vice versa. 377 00:17:39.040 --> 00:17:41.900 Like if they're an admin, then continue. 378 00:17:41.900 --> 00:17:43.220 And you could say something like that. 379 00:17:43.220 --> 00:17:47.280 Like if this user is not an admin, then continue on to this. 380 00:17:47.320 --> 00:17:49.680 If they are an admin, it it'll just stop here. 381 00:17:49.680 --> 00:17:51.600 And it won't do this last step. 382 00:17:51.600 --> 00:17:53.640 I know it's getting a little bit in the weeds, 383 00:17:53.640 --> 00:17:56.360 but you can add, you can still do the trigger. 384 00:17:56.360 --> 00:17:59.760 And then you can add people underneath there to, to, 385 00:17:59.760 --> 00:18:01.800 I mean, add actions underneath that. 386 00:18:02.680 --> 00:18:03.500 Cool. 387 00:18:04.720 --> 00:18:05.680 Awesome. 388 00:18:05.680 --> 00:18:07.240 Last thing was just removing. 389 00:18:07.240 --> 00:18:08.920 I would say as well, 390 00:18:08.920 --> 00:18:10.800 just to come back to the best practices here, 391 00:18:10.800 --> 00:18:12.840 if you have people registering like this, 392 00:18:12.840 --> 00:18:15.880 like treat your app like a lead magnet, right? 393 00:18:15.880 --> 00:18:17.960 I think this is actually what Anne was using. 394 00:18:17.960 --> 00:18:19.280 So when she said this, I was like, 395 00:18:19.280 --> 00:18:21.320 that's awesome that she's doing it this way, 396 00:18:21.320 --> 00:18:23.380 but someone downloads the app, 397 00:18:23.380 --> 00:18:25.620 they immediately get access to like a free course 398 00:18:25.620 --> 00:18:26.720 or something. 399 00:18:26.720 --> 00:18:30.220 And you can have a group that like is a capture something 400 00:18:30.220 --> 00:18:32.120 for us on our, for our tribe app. 401 00:18:32.120 --> 00:18:33.800 It's, it's going to be the tribe. 402 00:18:33.800 --> 00:18:35.240 It's the tribe leaders group. 403 00:18:35.240 --> 00:18:36.620 I don't think you guys are even in there, 404 00:18:36.620 --> 00:18:39.160 but we're just posting a ton of content 405 00:18:39.160 --> 00:18:40.040 and we're just adding people. 406 00:18:40.040 --> 00:18:41.880 Anyone who wants to test the app or play, 407 00:18:41.880 --> 00:18:42.760 we're just doing that. 408 00:18:42.760 --> 00:18:44.680 If we run a challenge for tribe, 409 00:18:44.680 --> 00:18:47.120 like we're going to be doing later in August, 410 00:18:47.120 --> 00:18:48.520 like we're going to run that challenge 411 00:18:48.520 --> 00:18:51.140 in this sort of free group, right? 412 00:18:51.140 --> 00:18:52.300 And then we can always add courses 413 00:18:52.300 --> 00:18:53.560 and just make this really valuable. 414 00:18:53.560 --> 00:18:55.180 It's a great way to kind of warm up your, 415 00:18:55.180 --> 00:18:57.920 your audiences before they've purchased something from you. 416 00:18:57.920 --> 00:19:00.200 So if you're making it a lead magnet, 417 00:19:00.200 --> 00:19:02.480 this is the trigger they've created the account. 418 00:19:02.480 --> 00:19:04.960 I would definitely then add them to your CRM. 419 00:19:04.960 --> 00:19:07.600 So again, ActiveCampaign, Salesforce, 420 00:19:07.600 --> 00:19:09.640 if you're adding to go high level, 421 00:19:09.640 --> 00:19:13.200 add a trigger here to send that information 422 00:19:13.200 --> 00:19:14.440 over to ActiveCampaign. 423 00:19:15.200 --> 00:19:16.560 So you can track that as a new lead. 424 00:19:16.560 --> 00:19:18.800 And because you know, they came from the app, 425 00:19:18.800 --> 00:19:20.920 you can actually like make some notes in there. 426 00:19:20.920 --> 00:19:24.240 You can add a tag called like, you know, 427 00:19:24.240 --> 00:19:26.440 you know, lead from app or something. 428 00:19:26.440 --> 00:19:28.240 Like you can add all kinds of triggers here. 429 00:19:28.240 --> 00:19:31.680 So I could, I may go and say like creator update, 430 00:19:31.680 --> 00:19:35.460 not account, but tag here, continue. 431 00:19:35.460 --> 00:19:37.560 And then I can choose our ActiveCampaign 432 00:19:38.840 --> 00:19:42.160 and you can just pick like the email address. 433 00:19:42.160 --> 00:19:43.520 And then I can have different actions, 434 00:19:43.520 --> 00:19:47.160 like add a tag and I can add existing tags. 435 00:19:47.160 --> 00:19:50.240 And so it'll grab all of my tags from here. 436 00:19:50.240 --> 00:19:52.440 And I think I actually have one called like tribe, 437 00:19:52.440 --> 00:19:55.260 tribe client or tribe activated or something like that. 438 00:19:55.260 --> 00:19:59.040 So you can pick these tags if you want to use existing 439 00:19:59.040 --> 00:20:00.080 or create new tags. 440 00:20:00.000 --> 00:20:06.380 Make any notes that you want here and then process that so they would register immediately go to your CRM 441 00:20:06.640 --> 00:20:09.120 They get added to the group and then you know 442 00:20:09.120 --> 00:20:11.940 If you want to send a welcome message or something, you can do that as well 443 00:20:12.200 --> 00:20:17.120 We're gonna keep adding more things to zap here. I have a ton of ideas of how we could do things 444 00:20:17.120 --> 00:20:21.260 I'd love for example for someone to be able to like post into the channel 445 00:20:21.260 --> 00:20:22.800 So like let's say this all happened 446 00:20:22.800 --> 00:20:29.040 I would love to create a post that came like from Bruce into the feed that said like hey guys, let's welcome 447 00:20:29.160 --> 00:20:33.360 You know Wesley to the group as like an automated post 448 00:20:33.360 --> 00:20:39.440 so like they register they come in and you could automatically welcome that person as a post and just makes you look like a 449 00:20:39.440 --> 00:20:41.880 hero that you're just like instantly like 450 00:20:42.720 --> 00:20:44.900 welcoming people to the group so 451 00:20:45.900 --> 00:20:49.360 Awesome. Yep. It's a lot of cool things you can do again 452 00:20:49.360 --> 00:20:55.920 I would then like as far as your overall flow goes like use your CRM then to like send them a welcome email 453 00:20:56.240 --> 00:20:58.520 Use your CRM to you know 454 00:20:58.520 --> 00:21:01.840 If you if they're a new lead like have them, you know 455 00:21:01.840 --> 00:21:06.040 Go through if you know an email sequence of a like a seven-day email sequence 456 00:21:06.360 --> 00:21:09.740 Telling them how to use the app or how to get value that type of thing 457 00:21:09.740 --> 00:21:15.480 so you can structure this, you know in a pretty cool way if you want to put your app kind of out there on as 458 00:21:15.480 --> 00:21:20.120 On the front end and especially if you're doing a challenge of some sort this this is a great way to do it 459 00:21:20.160 --> 00:21:25.160 Because a lot of times people just search the App Store or just stumble into your website and register 460 00:21:25.640 --> 00:21:27.640 Yes, and what's up? 461 00:21:27.920 --> 00:21:30.320 So in this Bruce, thank you first 462 00:21:30.320 --> 00:21:37.320 It's massively helpful that the second question I have is can we also get a text reminder in this sequence? 463 00:21:37.320 --> 00:21:41.080 Because I don't see that in my options for data fields 464 00:21:41.080 --> 00:21:46.480 So maybe I'm missing that because I'd love to be able to send text and email reminders 465 00:21:47.480 --> 00:21:51.360 Okay to you or to the person to your customer 466 00:21:52.080 --> 00:21:54.080 To the customer, okay 467 00:21:54.200 --> 00:22:01.640 Yeah, so there is an SMS by Zapier and this only works for like a number that you like verify with Zapier 468 00:22:01.640 --> 00:22:08.240 So this is more like I'm your like client and I register and then like and you would get a text 469 00:22:08.240 --> 00:22:14.280 It's like hey Bruce has just signed up so you can do that here. It's really just to notify like admins essentially 470 00:22:14.600 --> 00:22:16.320 What I would do is 471 00:22:16.320 --> 00:22:21.080 You can stack like a tool here that could send that there's a there's a bunch of them 472 00:22:21.360 --> 00:22:26.720 I think I think easy text is in here. They're they're pretty good. We've worked a lot with them 473 00:22:27.920 --> 00:22:31.120 You can stack like there's also I think it's Twilio 474 00:22:31.720 --> 00:22:38.640 Yeah, Twilio. Yeah. Yeah, you can put your Twilio account here and just have them send a text and then you would use the number 475 00:22:39.000 --> 00:22:40.160 Wherever you got their number 476 00:22:40.160 --> 00:22:45.720 This is maybe not the best example because they wouldn't have put their phone number in necessarily when they registered 477 00:22:45.880 --> 00:22:47.880 Although we could easily add that field potentially 478 00:22:48.400 --> 00:22:54.520 But if they were coming from let's say a purchase or a sales funnel and then you wanted this to happen 479 00:22:54.520 --> 00:23:01.200 I would do that like on the the other example where I was someone was purchasing you probably would have their phone number 480 00:23:01.800 --> 00:23:05.360 So then I would maybe trigger it there and then you could use Twilio to send it 481 00:23:05.880 --> 00:23:13.760 Okay, so maybe create a separate zap that houses the texting piece rather than try to stack it all inside of this one 482 00:23:14.040 --> 00:23:15.440 You can stack it in here 483 00:23:15.440 --> 00:23:20.160 I actually like to have them just think of the whole flow because it's easier to see it here 484 00:23:20.440 --> 00:23:24.960 But I in this particular example, we actually wouldn't have their phone number 485 00:23:25.480 --> 00:23:29.920 To send it to them because the next thing Twilio would ask for is like well 486 00:23:29.920 --> 00:23:35.120 Which number do you want to send it to and then we'd have to link it somewhere dynamically to like 487 00:23:35.560 --> 00:23:40.100 Somewhere in here. So is there any way to get their number when they register for the app? 488 00:23:41.060 --> 00:23:47.660 Yeah, so I think we could potentially add that it would probably go just be one of their like profile settings 489 00:23:49.620 --> 00:23:56.420 We have been experimenting in early prototypes of like basically getting rid of passwords, which would be like a huge 490 00:23:59.060 --> 00:24:03.540 And basically just do the texting thing so the people would actually put their phone number in 491 00:24:03.740 --> 00:24:07.380 They would get like a six digit code and then just like on your iPhone 492 00:24:07.380 --> 00:24:11.060 You just hit like yes, add this number or face recognition, please 493 00:24:11.780 --> 00:24:12.900 Yeah 494 00:24:12.900 --> 00:24:18.580 We have an experiment to that but they kind of work off the same idea that it's it's just a kind of a smart way 495 00:24:18.580 --> 00:24:22.340 We are the tool that we use for building. The app does have a face ID 496 00:24:23.500 --> 00:24:25.300 option will have to 497 00:24:25.300 --> 00:24:30.020 Experiment with it. Yeah, that was gonna be our solution was like basically you have to have a phone number 498 00:24:30.020 --> 00:24:34.660 I think in the meantime, we can't have it where if they're missing their phone number 499 00:24:34.660 --> 00:24:41.220 maybe there's a prompt to like fill it out or when they create their account if I'm let's say if I'm over here and 500 00:24:41.380 --> 00:24:43.620 I will say like Bruce new 501 00:24:44.300 --> 00:24:46.540 Lenovo and I get to this screen 502 00:24:47.740 --> 00:24:49.660 Potentially we could enable it right here 503 00:24:49.660 --> 00:24:55.780 So I would say my name is Bruce and then I'd be registering my new thing and like right under there would be my you 504 00:24:55.780 --> 00:24:59.400 Know my phone number and then I would set a password except the terms and then go 505 00:25:00.000 --> 00:25:01.520 That would be huge. 506 00:25:01.520 --> 00:25:02.600 Yeah. 507 00:25:02.600 --> 00:25:03.200 Cool. 508 00:25:03.200 --> 00:25:03.700 All right. 509 00:25:03.700 --> 00:25:04.200 Good thing that- 510 00:25:04.200 --> 00:25:04.700 Thank you. 511 00:25:04.700 --> 00:25:06.040 I really appreciate this. 512 00:25:06.040 --> 00:25:07.680 Most of the team that's building all this 513 00:25:07.680 --> 00:25:09.920 is all hearing it directly from you right now. 514 00:25:09.920 --> 00:25:10.420 So- 515 00:25:10.420 --> 00:25:10.920 Yeah. 516 00:25:10.920 --> 00:25:14.880 Because this, as a lead magnet for challenges and master 517 00:25:14.880 --> 00:25:17.920 classes, this is huge. 518 00:25:17.920 --> 00:25:19.120 Yeah. 519 00:25:19.120 --> 00:25:20.240 I think we actually have- 520 00:25:20.240 --> 00:25:22.160 I'm just going to put Lucien on the spot here. 521 00:25:22.160 --> 00:25:24.920 Don't we have a phone number? 522 00:25:24.920 --> 00:25:26.480 OK, we can easily add one. 523 00:25:26.480 --> 00:25:27.800 I thought we had a phone number. 524 00:25:27.840 --> 00:25:30.280 I feel like someone had asked for that. 525 00:25:30.280 --> 00:25:32.360 But we could add a phone number here. 526 00:25:32.360 --> 00:25:35.200 And then that way, it would also just record it 527 00:25:35.200 --> 00:25:36.360 with their account. 528 00:25:36.360 --> 00:25:38.440 My audience over 50, we just need 529 00:25:38.440 --> 00:25:42.880 to get them like 100 different ways to access the information. 530 00:25:42.880 --> 00:25:47.480 So if we can nail this market, we'll all be abjects. 531 00:25:47.480 --> 00:25:48.320 Yeah. 532 00:25:48.320 --> 00:25:52.400 I'm thinking potentially we will have this with the password. 533 00:25:52.400 --> 00:25:55.680 And then in the future, it would be like you would just 534 00:25:55.680 --> 00:25:56.800 put your phone number in. 535 00:25:56.800 --> 00:25:59.440 And then it would tell if it's like a new user or not. 536 00:25:59.440 --> 00:26:01.640 And then you could fill out like your email address 537 00:26:01.640 --> 00:26:02.800 and your name and hit Save. 538 00:26:02.800 --> 00:26:04.840 Because you don't even have to create a password. 539 00:26:04.840 --> 00:26:07.440 That could be down the way. 540 00:26:07.440 --> 00:26:09.400 That could be a good way to get you to do it. 541 00:26:09.400 --> 00:26:11.760 But adding the phone number is like a pretty quick thing 542 00:26:11.760 --> 00:26:15.120 we could probably add like soon. 543 00:26:15.120 --> 00:26:17.000 Thank you. 544 00:26:17.000 --> 00:26:19.320 Keeping it somewhat vague, because typically, I'm 545 00:26:19.320 --> 00:26:21.320 like, we'll do it this week. 546 00:26:21.320 --> 00:26:22.520 But everybody's on the call. 547 00:26:22.520 --> 00:26:25.520 So I'm being nice to our team. 548 00:26:25.520 --> 00:26:26.440 Random deadlines. 549 00:26:27.080 --> 00:26:29.280 That's something I know that you're not the first person 550 00:26:29.280 --> 00:26:30.240 to ask for that. 551 00:26:30.240 --> 00:26:32.480 So in that case, yes. 552 00:26:32.480 --> 00:26:34.880 Then one of the things when that user comes in, 553 00:26:34.880 --> 00:26:36.120 you could go to Tulio. 554 00:26:36.120 --> 00:26:38.880 And you would pull that field potentially could come in as 555 00:26:38.880 --> 00:26:40.400 well into Zapier. 556 00:26:40.400 --> 00:26:42.720 And then you could trigger a welcome right 557 00:26:42.720 --> 00:26:45.120 on the registration here. 558 00:26:45.120 --> 00:26:48.240 So cool.