recording. Always good to do. So we'll have like these sessions up, we'll probably be
cutting them up and organizing them in the tribe group. So we've got, if you guys haven't jumped
into the app.tribesocial.io, you can jump in. There's a little community there. We are adding
the replays. There's like last week's replay, this week. We're also building out some courses
for you guys. So using the new course builder. So we'll be showing you some more about that
soon. And this is available in beta. I'll show you guys later today. You can actually go and
play with it today and test out some groups, some courses. So that's working. And then,
yeah, we'll continue to kind of chop up some of these trainings and stuff so you guys can
reference it in the future. Today, we're going to be jumping in to talking a little bit about
Zapier and how to do some automations there. It seems like there's actually a ton that you can do
with Zapier that I don't think you may not realize like at the beginning. It's just that we're
leaning on Zapier to do a lot of automation. And we've actually added a couple extra, we've
relabeled a few things to make it even more clear in Zapier how those things are going to work. So
again, this is the app owner groups. And this is for anyone who's owning your app,
owning your tech stack. So we have this group specifically for you guys. We're going to do
two tools and training, live Q&A, access to me and talking to our team. So we're going to talk
for a little bit about do some training on some best practices on things, and then kind of leverage
the knowledge from myself and our team that we've been helping support a lot of huge communities
like yours. And so we've learned a lot over the last many years of doing this. And we've been
building apps since 2010. And so happy to like share everything that we know. And so this is
a great time you can connect with me and the team and ask your questions. So I'll do a little bit of
training. We'll jump into some questions. You can bring anything, even if it's unrelated to Zapier,
just bring up a question, how to do something strategy. Well, hopefully we'll help get you
guys the answer. So last time, two weeks ago, we talked about your tech, your software as our
software and your tech stack. And we did a whole deep dive on like how everything's connected in
Firebase. And so you can kind of see like where our app, you know, where our code and what we have
ends, and then where your whole like app begins. And just the fact that you guys own all of that.
We did a full tour, looking through like all the Firebase analytics. You can go back
and watch that. I won't do it all again now. But pretty cool to see, to see like how much
you actually have. It's not just your dashboard that you would typically see over here. You also
have this whole like app ownership hosting piece here, which is where basically everything is
contained for your data. And, and all of your like users and things like that are inside of this.
So that's what we talked about last week. And yeah, that's, you can go and jump into that.
There's some also some really cool resources we gave you guys. So I was going to jump into
some essential Zapier automation, we have updated our Zapier integration. So
when you go there, you'll actually see some better labeled triggers in here. And in this
training, I'm just going to just talk through like how to set these up and some best practices
on like how, how we would set this up if we were helping you guys how we'd recommend it essentially.
So if that sounds good, feel free to like, jump in and, you know, ask a question in the in the chat.
And I know this is with Zapier, it can be really frustrating because you it's one of those tools
that you can do so much with it. But also you kind of it's a little bit of a learning curve to get
it all set up. And so I'll show you some creative ways that we're we're using it today for some
different use cases. So the first one is kind of like the very first one you'd want to add.
And these are kind of the same thing. I've just put it into two different triggers here. But
this idea is someone goes in, they go through your funnel, or they go through your website,
and they purchase something from you. So now they've purchased a program, a course,
something from you. And at this point, they need to now, you know, get access to the to get,
you know, fulfilled on that, that course. So the way that we would do this is we would set up
a trigger on inside of Zapier. So when someone purchases, it would trigger to do something.
I'll use Stripe as the example, but there's thousands of things that you can use as the
trigger. So we'll use Stripe, because that means like money has changed hands. And,
and that makes it very official. We're gonna have them add, like create the user.
So we'll have Zapier create a user for, for you on your
platform. And then you could even have things like post a message in Slack.
You could have it, email them a welcome email.
And there's, there's an infinite amount of things you could do on the backend of
this. You could add them to a Google sheet. So you have it in, you know,
all kinds of things. So I'm going to build all that out. Um,
the bottom one here is exactly the same thing. Instead of doing Stripe,
if you wanted to use your CRM, for example, you could have like, um,
I know some people use Salesforce here. Some people using active campaign,
go high level when, uh, you know, a tag is added to a contact. Um,
and Oh, someone's saying you can't see my screen. Let me try again.
Let's see. I'm just going to stop and start it. Well,
I had some awesome stuff I was showing you guys. Is that better?
You guys can see it. Thanks, Macy. Good.
Sorry. For some reason I can't see you guys, but, um,
yeah, you're good. I can see it now. Thanks. Sweet. Um,
just this little flow here. Um,
so the way that I've got this one set up, um, we'll go,
I'll actually just start this right from scratch here. So we'll go, um,
into Zapier. Um, I'm going to hit create new Zap,
and you can definitely use this, uh, top part here.
If you want to tell it what to do, it's, um, this is just their AI, uh,
little co-pilot thing.
I'm just going to show you this sort of the manual way to do it though.
So let's pull it from Stripes. I'll say Stripe here.
And the event we're going to choose is someone. Um,
I'm going to pick a subscription.
Let's say someone's starting to pay you like $99 a month to be a part of your
thing, your group. Um, so this could work for a subscription.
You could also do a new charge, like a new payment comes through. Um,
there's a new payment right there. So if you just have like a, you know,
$500 course, someone's buying, they can just pay that.
You can trigger with this, that would work as well. Um,
and you can see there's a ton of options here to get,
to go crazy with, with all this. So we'll say new subscription, continue.
We're going to jump in here. I'm going to pick our Zapier account.
If you haven't, you can add it there. I'm going to hit continue.
I don't even need to test it, but we'll go here. So now I'm going to,
I'm basically telling, um, uh, Stripe,
like this is the trigger up here. And, um, then there's an action.
So there's always a trigger in Zapier and then an action,
and you can typically have one trigger.
Then you can have an unlimited amount of actions and you can keep stacking them.
So the first thing we're going to do is we're going to have it, um,
create and update the user. So this is a great feature.
If you don't know if that person has an account or not, um,
you can use this option, uh, to do that. And, um,
what it will do is if the user already exists,
they will simply add them to a new group. Um, if they don't exist,
then, um, then it'll create that user and then add them to the group.
So you don't have to know whether that person exists or not,
essentially just create slash update the user. It'll,
it'll kind of figure it out for you. Um, so we'll continue.
I've got tribe here. I may have to sign in again, see here.
So, um, you had a Zapier,
Kajabi triggering tribes up through the records after you said it was formatting
or Jason issue. Yeah, we should look at that. Um, David,
we could definitely check that out. Um,
we'd have to see specifically what, what you were, what you were seeing, um,
when you're adding, um, Zapier, I'm just gonna go here,
add it.
Okay, cool.
Um, continue. Yeah.
If you have a screenshot of that, that error, that would be super helpful.
So here you can actually tell it to now, um, let's go to this step.
I'm just going to grab, let's grab like a test transaction here.
Okay. So new selected records. So you can have a little sample.
It'll go pull some sample of the last subscription that came in,
or if you're using your CRM, um,
so that way you have actually have some data to work with. So here, um,
I can actually put the name in here.
So I'm gonna put the customer name if I want the email address is the important
one. So here I'm going to place, like, I'm basically saying,
grab the email address from here, grab the customer name from here and drag,
drag it into, into this. Um, you can, if you want,
choose like an account level, I would say, just leave this blank. Um,
as this is really,
I think pretty much everyone on this call and most of our clients are not using,
um, this, this, uh, tiered access for free basic premium. Um,
that's a little bit more of like a Netflix model where like,
you have a vault of videos and you're trying to like gate specific
content, um, for free users, people who aren't paying you,
people are paying you maybe $10 a month and maybe people are paying you $20 a
month. Um, so I don't think anyone.
Here, I wouldn't recommend that.
We're typically now just using groups for everything to organize.
So then we want to say we also want to add them to a group.
So I'm going to head over to the dashboard, go to groups.
And let's say for this example, I'm going to add them to the app owner group.
So all we're going to do is grab this ID.
It's 568 is the ID.
And we just put that ID in here.
And that that goes in.
So you can just write it in.
Oops. Go here.
Thanks. If you want and you were doing,
this is one advantage to doing it through Stripe,
as we do have a field for customers, Stripe customer ID,
which can be very, very helpful to track that with the user
in case that person purchases other things in the future.
You can kind of track all that here.
And I think customer ID is is right there.
Cool. Lucian happens to be on this call,
so we would take a look at that screenshot from David would be cool.
Cool. So we're going to test this and I'll go ahead and just hit test.
And so let's see.
Oh, it says name is missing.
So let's just do
back to action.
We'll have to give a name.
This is kind of a strange one, because this is actually like a business paying.
So typically people would have any other.
Oh, it's there you go.
I'll just put there's Jenny. Great.
Test step.
Cool. So then it checked that and we've done a little test,
and if I want to verify that it worked, I can head over to the users
and I should see that Jenny was created a few seconds ago.
And I click into this and she was added to the app owner's group.
And when you just leave it blank, it defaults to free.
And then it also brought in that customer ID as well.
So it's basically set up her her account.
And it's added her to groups.
Now, if you wanted to add to multiple groups, you essentially just take this
and then just duplicate it down below.
And you can just add that person now to another group like this.
And all you would need on this one, I think, is just going to be their email address.
So you can just grab the email address and you can stack this and have like
something over here.
So let's say we're going to add them also to the leaders group.
Five, six, seven.
You can have them like five, six, seven.
So sorry, right here.
So now what it's going to do is it's going to do that, add this and go in here.
Now, one thing I would if you're going to get crazy with these zaps,
take just a second and relabel everything.
So you can say, like, rename here.
You can say, like, customer purchases,
you know, whatever course with Stripe.
And you'd have to do this per course.
But just kind of make a note of what's happening here, like create
and, you know, add to app owners.
You can be really specific because we're all doing a thousand things
with being founders and entrepreneurs.
Like, we're not going to remember this next week or let alone maybe tomorrow.
So if you go in, we're going to say, like, also add to app
or tribe leaders.
Just so you remember what that is, and then it creates like a little flow here
that even if someone else on your team was trying to work out
what's happening at which step, then you could test that as well.
So I should be able to go back to this group.
And if I went to content or the users and back to Jenny,
I should see that she's now in actually two groups, which is perfect.
So the last thing I'm going to do is I want to let our team know.
So we're going to add Slack integration.
You can even have this text yourself if you have like high ticket clients
that you want to send like a personalized welcome text to.
You can have like Zapier text you with their information
and then you can send a personal message if you want or call them or whatever.
So I'm going to say
we're just going to say send channel message.
Continue. We've got our account here.
And this takes a little second, a second here,
but we have like a CX for all of our customer experience.
I mean, new customer, you know, added.
And then you can add, you know, whatever
emojis you want here and then you can add specific information.
So I can go and grab like their email address, which would be helpful.
I can grab how much did they pay?
I can grab maybe what what did they sign up for?
Anything. And I want their name, all that good stuff. So
that then you can set all this up the way you want it to to go.
OK, continue. And I'll just say test.
And so now we should see something in our Slack accounts.
So if I go to this video.
There's Slack.
Cool.
So now we have this new message here, like new customer added, and I can see that.
So that's going to happen all at the same time when that trigger occurs.
I think these little touch points with things like Slack, super helpful.
Cause it just lets you know that the system's working.
And I always put that message at the very end of your zap.
So, cause if I see that that happened, I know that the other two steps happen.
So I wouldn't, I wouldn't have it send the message and then do
a bunch of things on the app.
Um, I would have that thing be the last thing.
If I was setting this up for us, um, you're some best,
those are just best practices.
So, um, there's no limit.
You can keep, um, doing a lot of things here.
Like I said, you could add Google sheets.
You could have this person go into a Google sheet somewhere
for your VA or something.
Um, notion sometimes when we, we have things go into like a notion database,
uh, as well, we can also have, um, you can add filters and different paths.
So you can create conditionals where like, if the person, um,
bought like the annual plan, then maybe they get added to a different group.
If they bought this other thing, they can go to this other way.
So you can kind of split this, um, this whole like stack or whole list of,
um, events that are going to happen.
You can branch them out into like parallel things.
It's pretty crazy.
Um, all the things that you can do.
So that's just this first one.
Um, as far as like how you, how we would set this up for someone,
uh, who just bought that.
So any questions before I jump on there?
Is that helpful?
Have you guys tried to set this up?
I know we're talking with David, had some issues, some errors with
Kajabi, but any questions?
No, everybody's good.
Sweet.
Okay.
It's helpful.
Um, this one.
Hey Bruce.
Yes.
I, um, when you say like, just to recap, I just want to make sure
that I'm hearing you correctly.
I've been using a couple of zaps, just real simple stuff, uh, coming from
our, our, our items into the tribe social, but at this point it was only
giving me an option to like, maybe update a record, create a new record
and do two other things like for functional items, did you say there
was more options for that or are you telling me that there's more ways to
use those trigger points or yes, they wouldn't be triggers, they would be
more like, uh, the actions, whatever the next step is actions, right?
Yeah, for sure.
So these are, um, there was only three, um, up until I think Monday
this week, Tuesday, like, or yesterday.
Um, so we just changed, re fixed these labels a little bit to make it very,
very clear, um, what, what we're doing typically, like you probably
never need to delete a user.
Um, I can't imagine you ever needs typically either just adding the
user to a group or removing the user.
Um, if it's someone that's just purchasing or jumping in the safety
way to do it would be to just have it create and update the user.
Uh, that way, if that person doesn't exist, it will create, um, the user there.
And that will always be like sort of an overwrite situation, right?
Gotcha.
Uh, say that again.
I said that would be more like an overwrite situation.
Is that correct?
It would overwrite.
Yeah.
So if that person had the user, it should, it should just
add them to the new groups.
I don't think it removes that.
Like, it's not going to, if there's, if they're in three groups and you add
them to one, it's, they're going to have four groups.
Uh, so it's not going to, it's not going to replace their three
with the one that you're adding.
I think that's what you're asking.
Oh yeah.
Like it's additive additive in that sense.
Got, yes.
So awesome.
Yeah, we can look these over.
Um, I know you're today, this, this call is not a good time.
So you get, you got out there on the road, but, um, in future times as well,
we could, we could hop, uh, you could share your screen, pull up Zapier,
can dig into some, some of how you're setting it up.
Um, I can take a look at it.
Cool.
All right.
So the other thing we want to talk about is like, I think this was specifically
for Anne, so I'm glad you're on here.
And I shared this with, um, Abby and I thought we'll just talk about it now.
Cause I think there's a use case here where you wanted someone who's brand
new, um, to the app to like come into like a default group.
And so, um, and this may be good.
I best, I would say as well, like have sort of like an open group that's
just a catch-all for people who are coming into the app.
So this is probably safe.
I think maybe one day we will have something
called a default group that every user can access.
We'll put that in the list of things we probably want to do.
In the meantime, you can go ahead and do this
without needing that.
So the way we would structure this,
I'll go back to my Zaps and new.
So this one will be interesting.
You can actually use tribe as the trigger and as the action.
So here, I'm going to say there's a new user.
So some user comes in on my account,
and it's going to go grab an example, probably
going to be Jenny, because it's the one we just put in there.
But I'll grab this one.
And then the action is going to be right back
to tribe.
So you can actually have them add to groups.
This is actually sort of like just a loop here.
It's going to go from tribe, and it triggers app here,
and then tells tribe to do something else.
So what you can do here is now add that person to the group,
because you know they exist, because they were just
created a second ago.
So just add them to the group, and we can go to the action,
grab their email, there.
And then we can say add them to 567, or I think it was 567,
like that.
So this means everybody who jumps in the app,
everybody who opens the app is going to get added immediately.
As soon as they register their account, they'll get added.
And so this will happen super fast.
So when they actually create their account,
if they're starting it from the app, they'll create it there.
By the time they get the other page loads,
that should be in there.
We also do have a very cool live updating feature,
where even if they hit create an account,
and they land on the page, once it is created,
it'll just sort of fade up into their screen
for that particular group.
So it should be a pretty good user experience.
There again, I'll just best practice.
Play those, like add to tribe leaders group.
And you can say all users registered.
So this would be one, this is a very simple version, of course.
So we'll test this step.
And we're going to see if this Wesley got added.
So we'll go into this, just double check here.
He has two accounts, so one of these.
I refresh.
Yep, he's in tribe leaders now.
So that's one way to do.
So if you wanted to make it to where not everybody was
in there, you could have some step here,
where you say you add a conditional, like a filter.
And so you can say, if this field, like the role,
does not contain admin, so let's say
you don't want admins necessarily in this group,
or vice versa, like if they're an admin, then continue.
And you could say something like that, like,
if this user is not an admin, then continue on to this.
If they are an admin, it'll just stop here,
and it won't do this last step.
I was getting a little bit in the weeds.
But you can still do the trigger,
and then you can add people underneath there to, I mean,
add actions underneath that.
Cool.
Awesome.
Last thing was just removing.
I would say as well, just to come back
to the best practices here, if you have people registering
like this, like, treat your app like a lead magnet, right?
I think this is actually what Anne was using.
So when she said this, I was like,
that's awesome that she's doing it this way.
But someone downloads the app, they immediately
get access to like a free course or something.
And you can have a group that like is a capture something.
For us, for our tribe app, it's going to be the tribe.
It's the tribe leaders group.
I don't think you guys are even in there,
but we're just posting a ton of content,
and we're just adding people.
Anyone who wants to test the app or play,
we're just doing that.
If we run a challenge for tribe, like we're
going to be doing later in August,
we're going to run that challenge
in this sort of free group, right?
And then we can always add courses
and just make this really valuable.
It's a great way to kind of warm up your audiences
before they've purchased something from you.
So if you're making it a lead magnet, this is the trigger.
They've created the account.
I would definitely then add them to your CRM.
So again, ActiveCampaign, Salesforce,
if you're adding to go high level, add a trigger.
here to send that information over to ActiveCampaign.
So you can track that as a new lead.
And because you know they came from the app,
you can actually like make some notes in there.
You can add a tag called like, you know,
you know, lead from app or something.
Like you can add all kinds of triggers here.
So I could, I may go and say like creator update,
not account, but tag here, continue.
And then I can choose our ActiveCampaign.
And you can just pick like the email address.
And then I can have different actions like add a tag
and I can add existing tags.
And so it'll grab all of my tags from here.
And I think I actually have one called like tribe,
tribe client or tribe activated or something like that.
So you can pick these tags.
If you want to use existing or create new tags,
make any notes that you want here and then process that.
So they would register, immediately go to your CRM,
but they get added to the group.
And then, you know, if you want to send a welcome message
or something, you can do that as well.
We're going to keep adding more things to Zapier.
I have a ton of ideas of how we could do things.
I'd love, for example,
for someone to be able to like post into the channel.
So like, let's say this all happened.
I would love to create a post that came like from Bruce
into the feed that said like,
hey guys, let's welcome, you know, Wesley to the group
as like an automated post.
So like they register, they come in
and you can automatically welcome that person as a post.
It just makes you look like a hero
that you're just like instantly like welcoming people
to the group.
So awesome.
Yeah, it's a lot of cool things you can do.
Again, I would then like, as far as your overall flow goes,
like use your CRM then to like send them a welcome email,
use your CRM to, you know, if they're a new lead,
like have them, you know, go through, you know,
an email sequence of like a seven day email sequence,
telling them how to use the app
or how to get value, that type of thing.
So you can structure this, you know, in a pretty cool way
if you want to put your app kind of out there
on the front end.
And especially if you're doing a challenge of some sort,
this is a great way to do it.
Because a lot of times people just search the app store
or just stumble into your website and register.
So yes, Anne, what's up?
So in this, Bruce, thank you first.
It's massively helpful.
The second question I have is,
can we also get a text reminder in this sequence?
Because I don't see that in my options for data fields.
So maybe I'm missing that.
Because I'd love to be able to send text
and email reminders.
Okay, to you or to the person, to your customer?
To the customer.
Okay, yeah.
So there is an SMS by Zapier
and this only works for like a number
that you like verify with Zapier.
So this is more like I'm your like client
and I register and then like,
and you would get a text that's like,
hey, Bruce has just signed up.
So you can do that here.
It's really just to notify like admins essentially.
What I would do is you can stack like a tool here
that could send that.
There's a bunch of them.
I think easy text is in here.
They're pretty good.
We've worked a lot with them.
You can stack like, there's also, I think it's Twilio.
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
wherever you got their number.
This is maybe not the best example
because they wouldn't have put their phone number in
necessarily when they registered,
although we could easily add that field potentially.
But if they were coming from, let's say a purchase
or a sales funnel and then you wanted this to happen,
I would do that.
Like on the other example where someone was purchasing,
you probably would have their phone number.
So then I would maybe trigger it there
and then you could use Twilio to send it.
Okay, so maybe create a separate zap
that houses the texting piece
rather than try to stack it all inside of this one.
You can stack it in here.
I actually like to have them just think of the whole flow
because it's easier to see it here.
But in this particular example,
we actually wouldn't have their phone number
to send it to them.
Because the next thing Twilio would ask for is like,
well, which number do you want to send it to?
And then we'd have to link it somewhere dynamically
to like somewhere in here.
So-
Is there any way to get their number
when they register for the app?
Yeah, so I think we could potentially add that.
It would probably go,
just be one of their like-
profile settings.
We have been experimenting in early prototypes
of basically getting rid of passwords, which
would be a huge thing for everybody,
and basically just do the texting thing.
So the people would actually put their phone number in.
They would get a six-digit code.
And then just like on your iPhone,
you just hit Yes, add this number.
Or face recognition, please.
Yeah, potentially.
We haven't experimented with that.
We kind of work off the same idea
that it's just kind of a smart way.
The tool that we use for building the app
does have a face ID option.
We'll have to experiment with it.
But yeah, that was going to be our solution,
was basically you have to have a phone number.
I think in the meantime, we can have it
where if they're missing their phone number,
maybe there's a prompt to fill it out
or when they create their account.
Let's say if I'm over here, and I say Bruce New Lenovo,
and I get to this screen, potentially
we could enable it right here.
So I would just say, my name is Bruce.
And then I'd be registering my new thing.
And right under there would be my phone number.
And then I would set a password, accept the terms, and then go.
That would be huge.
Yeah, cool.
All right, thank you.
Really appreciate this.
Most of the team that's building all this
is all hearing it directly from you right now.
Yeah, because as a lead magnet for challenges
and masterclasses, this is huge.
I think we actually have, I'm just
going to put Lucia on the spot here.
Don't we have a phone number?
OK, we can easily add one.
I thought we had a phone number.
I feel like someone had asked for that.
But we could add a phone number here.
And then that way, it would also just record it
with their account.
My audience over 50, we just need
to get them like 100 different ways to access the information.
So if we can nail this market, we'll all be abjects.
Yeah, I'm thinking potentially we
will have this with the password.
And then in the future, it would be like you would just
put your phone number in.
And then it would tell if it's like a new user or not.
And then you could fill out like your email address
and your name and hit Save.
Because you don't even have to create a password.
That could be down the way.
That could be a good way to get you through it.
But adding the phone number is like a pretty quick thing
we could probably add soon.
Thank you.
Keeping it somewhat vague, because typically I'm
like, we'll do it this week.
But everybody's on the call.
So I'm being nice to our team.
We're not like random deadlines.
But yeah, that's something I know
that you're not the first person to ask for that.
So in that case, yes.
Then one of the things when that user comes in,
you could go to Tulio.
And you would pull that field potentially could come in as
well into Zapier.
And then you could trigger a welcome right
on the registration here.
So cool.
Thank you.
Yeah, very good.
Cool.
So that is everything.
I was going to just share, obviously
we talked about the group.
We have updated everybody.
Everybody's app has gone to 220.
I think they actually all got approved last night,
at least on iOS.
I think Android may be a day or two behind.
But we've been updated to this.
Really just one big thing that we did
is we've made the new courses tool available.
So if you go to your groups now and you go here,
there's actually this little new checkbox
that just got added this morning.
So you guys have that before your call.
So you can turn that on.
I highly recommend you not using this in production
for a real use.
It's not that the data is going to go away or anything.
But it's definitely still experimental.
So what I would do is create a brand new test group.
In here, you can make it private, turn on the courses,
add yourself to it.
And I think you can actually make it hidden.
I forget if that will work.
I believe it does work to make it hidden
to where no one sees it.
And then you could go in, add yourself to that group.
So if I go here, put myself to the test group.
Oops.
Cool.
And then we came back.
I forgot I signed out.
You can go in.
And I'll just show you a really quick demo of this.
I think we talked about it on another call.
So I won't go through all the details of every little thing
that's been changed in the app.
But.
There's our test group, so I went ahead and started one here today, and you can come,
once this is turned on, you can actually go in here, hit the new course, you can say like my new
course, you can upload an image here, and we pick that there, and then you're kind of building the
course here, so you can click into the course now, then click your add your first module,
very similar maybe to some other tools, but this could say like, you know, getting started,
save, and then in here I can add my first piece of content, and be like, you know what, this
video, and then you can write and kind of upload your content, there's content here for like,
if you want to upload a video, I believe that is still one of the things that's
kind of pending being worked, but if you want to add like a video url, if you have a download
link, like download this pdf, other things like that, adding a searchy video, if you're using
searchy, and you can put the searchy id right there, and so, and then of course like upload
the image, and then one of the very experimental things we have is a thing called attachments,
so you can add something here that says like, download this, and then you can, you know,
have it set to like, I'm just going to have it used for this picture, and so it's going to create
a button here, and I can hit save, and then I can add another one, which maybe says like, go to like
google.com, and I can say like google, and hit save, and so when we save this, and I want to
go back to the, how this looks, you have, click the view mode at the top, now I have this like
attachments tab, and I can have little things here where if I click on this, it like takes people to
google, or if I click on this picture, it takes people to the download link I shared, and there's
an infinite amount of attachments, because a lot of this, this is a huge thing that people were
asking for, is like, we were having to have a video up here, and then you'd have to have like
another, like watch this video, and then like a different lesson that would say like, download this,
this pdf as a second item, but a lot of times like, you have one thing you want to teach them, and then
a bunch of things they need to like, take action on, so you can label these however you want, so
pretty cool feature. We also noticed we like, on desktop in particular, we found that like, most
people, if they're going to sit and like, get work done, they're probably on their desktop, they're
probably not going to be like, going for a run, or at the gym, and then like, trying to finish your course.
I mean, they can, and that's a possibility, that's why we have the app, but we feel like the community
is really where that's going to be strong on the, on the app, and then kind of as a backup, you can
jump into the courses on your phone, on your mobile device, but specifically on desktop, we've made it
very wide, as you can see, so we've kind of split everything out, and if I was even on a bigger
screen, it kind of gets even larger, and the comments, we just swung out to the right here,
so people can leave, you know, comments there, ask questions, all that type of stuff,
cool, so you're kind of in like, a view mode, I can mark that as completed, let's see if that works,
and then keep going from there, so there's a little like, UI things, you guys definitely give us
feedback, if you want, we're still, we're still solving a lot of things with this, so, but you guys
can play with it, I did tell you, you guys would get early access to all this, so just turn it on
in your, your dashboard, and you can check it out, play with it, sweet, there's that, we had some
other bugs and stuff, where people were seeing chat enabled, even though it was disabled, so just
little fixes there, one thing that we liked specifically for your app, we actually had,
previously had like, your logo was like, inside this drop down, so now if you do have a wider
logo, or something that's not like, shorter and wider, this actually looks a little better, we've
moved this out to the left, and then that little drop down to pick which group, so it should read
like, tribe social app owners, or tribe social, you know, real estate, or whatever, so it kind of keeps
your brand on the side, so experimenting with that is a new change, but a couple other things
we're working on, we're wrapping on, wrapping up courses 2.0, the beta, so just getting more updates
with that, a big thing is like, being able to share links in the feed, that are clickable, so when
admins share links, we're going to have those
be clickable, that's been a huge request.
And so and then a bunch of other little fixes we're putting in.
So that's what we're working on.
But we can, if you need to go, this is a good time to hop off
or we will take questions.
I'm happy to hang out the next 15 minutes,
help you guys however we can.
Hey, Bruce.
Yeah, I have a question regarding an issue
that we had several versions ago.
Us was, we just ended up deciding
to turn explore groups on because we had so many groups
that we wanted to make available but to certain tiered
individuals.
But we also didn't want them to see those groups.
We want them to be hidden.
So we were having trouble making them hidden.
Is that something that's actually
been fixed or addressed in terms of the, yeah.
Yeah, it was just getting out just a little bit.
But I think you're saying like you had,
you turned the explore groups off completely.
I know that we did change one thing where now
only public groups are here.
So basically, we took the private groups off completely,
off the explore groups.
That should solve it for you.
Because we want them to be there, not necessarily else.
Sorry, yeah.
Yeah, I was cutting in and out just a little bit, but I'll.
I don't know if we lost you or not,
but we can definitely help you out.
Or shoot me a text after this.
We can help look at it.
I think basically, we're just trying to figure out
what's going on.
We can definitely help you out.
Or shoot me a text after this.
We can help look at it.
I think basically, the thing is we have turned,
we did change this to where it used to be all groups used
to be able to show up there.
But now we've set it like if you have public groups like this
where you want people to be able to see them,
you can make them public, which I think most of your groups
for you guys are private.
So they should not show up there.
Bruce, on that feature, is there a way
to have groups seen but that they can't access?
So we want all our people to see everything,
try to get into it.
And it's like, no, no, no, no, no.
You need to buy this thing.
Yes, you need to buy this tabletop thing.
That's actually how it was working before we changed it.
So we should move it back or have the option
to basically feature private groups.
That was initially my thoughts is you can get to this group,
but you can't get to the other 10 groups.
And these other 10 look amazing.
And when I click on it, it should pop up
with some message about instead of saying join group,
it should say learn more, I think is how it should work.
Right now, if I made this private.
My god.
Yeah.
So right now, if you were to make it private,
it just wouldn't show up here.
But I think what we'll try to do is maybe
make that as an option to where you can decide,
yes, you can turn explore groups on, but also as an option,
do you want to also show like maybe it's
like enable explore groups for public groups
and then also enable explore groups for private groups
as like two toggles potentially in your settings.
That's how I would maybe think about it.
So right now, we have like just on or off.
We probably need one that's like public groups, yes or no,
and private groups, yes or no.
Because private groups do work exactly how
you were asking for it.
Yeah.
Yeah, that's probably what we would be more interested in
because we have the difference between people
who are sort of paid community members that are on the app
that then we'd want them to be upsold, the opportunity
to upsell and to see groups that they could potentially
be a part of in an upsell situation versus members
on the app that are basically free and have not purchased.
And so, yeah.
having the difference between private groups being enabled
on Explore versus public groups being able to be explored
would make sense, I think, probably for us as well.
Yeah, we can look at that.
We'll track that as a, that's also a very easy thing
to change.
That's a 15 minute, 20 minute change.
So I think basically just giving a much more granular thing.
So, cool.
I had another question when you're ready.
Yeah, go for it.
With regard to the course, the new course function,
when do you suppose, we're just going
to wait to say this is now at a beta
and you're going to tell us when that should be reliable
as a course building tool?
Yeah, I think we're a week or two potentially.
Like, it's not months.
I think we're down to weeks.
So this was way, way more work than we anticipated.
I think we thought this was like a six week project.
And I'm pretty sure we're past like 12 weeks at this point.
It just snowballed into a lot.
And so we want to make sure that just that this last few,
because it's down to like a handful of bugs.
Like if you were to maybe use it without uploading video,
let's say you were using Searchy or you were using like a YouTube
or Vimeo embed, that actually should work pretty well
right now.
It's just when you want to upload a piece of content
through the app, there's some issues
with like very large files.
So we're down to like that one thing,
which we should be able to solve.
So cool.
But and the other thing, someone else
asked as well, what's the difference between the training
tab and this?
There are definitely two separate, totally separate
tabs.
We've kept them that way because it
doesn't mean that you have to move to this new tool.
A lot of people are using the training tab.
So if you go here, or let me grab one that is using it,
you technically can have these things live side by side.
So for this example in this demo here,
I've got this is the old one, which
is using all the data and information from your dashboard
over here, like this content management side.
And then we've also got courses enabled.
So you may probably never need to have both turned on the way
that I have it right here.
But the idea is that they could sit side by side,
and you could either use one or the other or both.
And then the next feature, of course,
that you guys are probably going to be like,
well, how do I hit a button?
And like all my course content magically
just appears over here.
Yes, we're working on that in August.
That's a feature that another client has sponsored.
And so you will also be able to do that.
It's where you can hit Migrate and push everything over.
Taking all the content and the chat and everything
and moving it over there, not a big issue at all.
That's very easy.
The problem is that you've probably got people that
are like this example, where this person is
38% through their course.
If we were to move it to here, they
would lose where they are in the course.
So we obviously aren't going to let that happen.
We will have it to where it keeps everybody's progress.
If you've marked something as completed,
we'll keep it marked as completed, that type of thing.
So that's something we're going to work on as well in August.
Cool.
One other question for me.
One of the biggest pain points for our community
is our community is highly engaged,
especially in the comments.
And I just want to just make sure I'm updated properly.
Do we have the ability to react to comments of a comment
or posts and then you have comments?
So that's a huge game changer for us
to be able to react to comments in a post.
Yes.
We talked about this actually last week
with another client.
The suggestion came that everybody
is very used to Slack at this point
and how Slack notifications work.
So yeah, basically, I think that that's
kind of how we would.
imagine they would work.
So something kind of like this, where you would have this
message here from Lucian, I could hit the plus button,
I can heart something, or I can uncheck it.
Yeah.
Something like that.
But I think we're going to do it in two places,
is what we've been thinking about,
was having it, yes, on the post here.
So instead of just the Like button,
and I know, of course, that this just keeps increasing,
we will have something where it's like,
you can maybe have a thumbs up as the default,
but you can also just hit a plus button,
and then pick a new emoji, and do a shocked face,
or whatever, the celebrate emoji.
And then I think we'll do the same thing in the comments
as well.
So if there's a comment here, or I
think I've got some with content in it.
So if you grab something with comments,
grab here, basically on that detail page.
So if this one has here, we'd just
put the same little plus button, maybe down here,
to where you can, just like you can in Slack,
I think is how we're thinking, under the message.
And you could toggle these on and off.
So we'll probably do that soon-ish.
Yeah.
Initially, we had talked about it.
It's a game-changer for us, because of the type of it.
OK, cool.
It's a game-changer, because of just the level of engagement
that we're having with our customers, and our people.
That would just be enormous.
Cool, yeah.
I know everybody's like, emojis are like half the way
people communicate now.
So you can say a lot with just an emoji.
Well, also, on that note, in regards to responding,
I've noticed that we can just only respond once.
And they can't reply to ours once we have put a comment in.
So it's not conversational.
Would there be any opportunity for that in the future?
And also, is there a searchability option?
We just have recently, especially
with a whole bunch of new people coming in,
they're like, I can't see my comment.
And then they're scrolling, and then they find it.
But after they read it, it scrolls back to the top.
So we're getting some tickets on that on our end.
OK.
To search their own comments, or search for somebody.
Yeah, I mean, we should be able to definitely chat with,
like, there should be a lot, like,
be able to do back and forth.
Let me just share my screen here.
So if you did an initial post, like, someone
should be able to go in here and say, like, this is my reply.
And then you can keep replying another reply here.
So people can keep chatting.
Is that what you're asking?
Correct, yes.
So you're saying it's not working like this for you?
Or you want to?
We've had comments that they've only been able to do it once,
and then the other person couldn't reply back.
OK.
And this is from our coaches that really
take care of our community.
Yeah.
I would bet anything that it's because the reply button is
up here, and that is confusing people.
So you click Reply up there, and they're probably,
if we put a reply, put the same exact button down there,
they would think it was working.
But it's the same feature.
Because it probably means, like, yeah, let me know about that.
Because basically, if it is working,
it looks like it's probably a UI issue where
it's just confusing them.
Or if I want to put something after another reply,
it maybe isn't intuitive that you hit this Reply button
to do a third reply, something like that.
So they couldn't.
So that would be the original comment.
Would they be able to comment on the other comment
if there was subsequent comments?
Yeah, so if this was the second main comment,
so we'd start up with a new thread,
and then you can reply here, or reply to new.
I'm just trying to figure out ways so we can just
educate our coaches.
So we can also find people.
Yeah, I'm not sure.
I think it's a UI issue.
I think the feature you want is there.
I think the way that it's working is there.
that's being displayed is probably not intuitive.
So we can look into that.
I only say that because that means it's an easy thing to fix.
We can use this reference here, I think, for Facebook.
They have the, if I go comment here,
so I think that under each reply, that's
what I was trying to get to.
So they have, see how they've just put the reply
button under each one?
That's probably what's needed right there.
So even though Facebook does let you go to three layers,
I don't think that's what you were saying.
I don't know if that's even necessary to go,
like, they have a main comment, and a comment sub-comment,
and then a sub-sub-comment.
So we can look into that.
But I think it's a matter of putting the reply
button underneath the reply.
It's probably what it is.
OK, well, thank you.
And also for the searching of people, or searching comments,
it's just that, yeah, sometimes we
get quite a few comments in a day,
and our coaches are staggered throughout the day
to comment on people's.
And so that was another thing that we're just seeing
where that might be at, too.
Yeah, I think one thing they could do,
we do have, like, if you're in the group,
let me jump into this one, and then we hit Group Settings,
you should see, like, the feed here.
So this is one kind of quick way to kind of quickly jump
between a lot of different posts.
And then you can click, like, View in App
and jump right to that post, and then click back if you want.
We could have something where it's, like, new comments.
Like, instead of feed, it could have, like, recent comments.
And you could just reply to it, like, quickly, like, rapid fire
reply.
That would probably be useful.
Ooh, that would be great.
Yeah, I'm sure our coaches would love that, especially
because they're all admins.
Yeah, OK, cool.
Thank you.
Good idea.
Sweet.
Let's see.
Awesome.
I see, Lucien, you had that response.
I'll maybe capture that.
So Bethany, if you do need help on that, like, let us maybe
open a ticket or something, and we can chat with you about it.
It looks like it's on Kajabi's side.
Or Lucien, if you had anything else
you were wanting to share about it.
Yeah, it does say it's on Kajabi's side.
But when I'm working through Zapier,
it's kind of confusing as far as what they want me to do.
That's where the, yeah, how to fix it.
Or whether it works better from ActiveCampaign to,
since you use that a lot, whether it works better
from ActiveCampaign to Tribe.
It could.
What I think, just based on Lucien's response there,
is you can use the formatter.
There's a Zapier formatter, which
you can just put the data into the right format.
It's probably like a time field or some field.
It was confusing.
It was confusing to work with the formatter.
I wasn't really.
Oh, yeah, no, it is very confusing.
I don't know how to do that.
Yeah.
I spent three hours yesterday trying to figure that out,
and I just couldn't.
See, this is why you should text me.
I'll help you out.
Don't spend three hours.
Thank you.
But yeah, we can look into that.
The formatter, I have also two wasted hours on it,
because it's not very intuitive.
It's powerful.
The other thing they say is to check your input,
like site ID and tag ID.
And if that is correct, really, it
would be like contacting Kajabi support and saying,
oh, your Zap integration appears to be broken.
Here's what I'm getting.
Cool.
Yeah, let us know.
We can help you with that.
I mean, you guys aren't using ActiveCampaign.
I think you're using just Kajabi right now.
No, I use ActiveCampaign.
I'm in the process of kind of migrating over to that.
More of a permanent fix for us.
Awesome.
OK.
Cool.
Well, if you get stuck, let me know.
I'd be happy to help.
Yeah.
Awesome.
Okay.
Appreciate it.
We'll talk soon, guys.
Let us know if you have any questions.
We'll be happy to help you guys out.
Thank you, Bruce.
Here's by and everyone, Cheryl.