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 of 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, 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 going to have them add, like create the users.
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.
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, I know some people use Salesforce here, some people using
active campaign, go high level.
When you know, a tag is added to a contact 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 yeah, you're good.
I can see it now.
Thanks.
Sweet.
Just does a little flow here.
So the way that I've got this one set up, we'll go, I'll actually just
start this right from scratch here.
So we'll go into Zapier.
I'm going to hit create new Zap.
And you can definitely use this top part here.
If you want to tell it what to do, it's, this is just their
AI 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 Stripe.
So I'll say Stripe here.
And the event we're going to choose is someone.
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.
So this could work for a subscription.
You could also do a new charge, like a new payment comes through.
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.
And you can see there's a ton of options here to get, to go crazy with, with all this.
So let's 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 and 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 Stripe, like this is the trigger up here.
And 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.
The first thing we're going to do is we're going to have it
create and update the user.
So this is a great feature.
If you don't know if that person has an account or not, you
can use this option to do that.
And what it will do is if the user already exists, they will
simply add them to a new group.
If they don't exist, then, 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.
So we'll continue.
I've got tribe here.
I may have to sign in again.
See here.
So you had a Zapier, Kajabi triggering tribes up to the records.
After you said it was formatting or Jason issue.
Yeah, we should look at that day.
We could definitely check that out.
We'd have to see specifically what, what you were, what you were seeing when
you're adding Zapier, I'm just going to go here.
Add it.
Okay, cool.
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 let's go to this step.
I'm just going to grab.
So.
Let's grab like a test transaction here.
Okay.
So you can select record, 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, so that way you have actually have some data to work with.
So here 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.
You can, if you want.
Choose like an account level.
I would say, just leave this blank as this is really, I think pretty much everyone
on this call and most of our clients are not using this, this tiered
access for free basic premium.
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 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.
So I don't think anyone here 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 five, six, eight 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.
Five, six, eight.
If you want, and you were doing, this is one advantage to doing it through Stripe
is 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, cause 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.
Um, 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 owners 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, um, sorry, right here, five, six.
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 our 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, 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 the ask.
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 and may 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, and how much did they pay?
I can grab maybe what, what did they sign up for, uh, anything
that, and I want their name, all that good stuff.
So that, then you can set all this up the way you want it to go.
Okay.
Continue.
And I'll just say test.
And so now we should see something in our Slack accounts.
So if I go to those two videos, 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.
I would have that thing be the last thing.
If I was setting this up for us, you're some best, those are just best practices.
So there's no limit.
You can keep 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, a VA or something.
Notion sometimes when we, we have things go into like a notion database as well.
We can also have, you can add filters and different paths.
So you can create conditionals where like, if the person 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, this whole like stack or whole list of
events that are going to happen.
You can branch them out into like parallel things.
It's, it's pretty crazy.
All the things that you can do.
So that's just this first one, as far as like how you, how we would set
this up for someone who just bought that.
Hey Bruce.
Yes.
I, 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 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.
Yeah, they wouldn't be triggers.
They would be more like the actions, whatever the next step is actions.
Right.
Yeah, for sure.
So these are, there was only three up until I think Monday, this week,
Tuesday, like, or yesterday.
So we just changed, we fixed these labels a little bit to make it
very, very clear what we're doing.
Typically, like you probably never need to delete a user.
I can't imagine you ever needs typically either just adding the
user to a group or removing the user.
If it's someone that's just purchasing or jumping in the safe way to do it would
be to just have it create and update the user that way, if that person doesn't
exist, it will create the user there.
And that will always be like sort of an overwrite situation, right?
Gotcha.
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, 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.
I know you're today.
This, this call is not a good time.
Cause you get, you get out there on the road, but in future times as well, we
could, we could hop up, you could share your screen, pull up Zapier can dig into
some, some of how you're setting it up.
And 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 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 to the app to like come into like a default group.
And so, and this may be good.
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 like every user can access.
We'll put that in the list of things we pay.
We want to do in the meantime, you can go ahead and do this without,
without needing that.
So the way we would structured.
And so 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, so some, some user comes in on my account
and it's going to go grab an example,
probably going to be Jenny.
Cause 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, to tribe.
So you can actually have them add to groups.
This is actually sort of like a, just a loop here.
It's, it's, it's going to go from tribe.
It's going to trigger zap here and then tells tribe
to do something else.
So what you can do here is now add that person to the group.
Cause you don't, you know,
they exist because they just,
they were just created a second ago.
So, sorry.
So just add them to the group and we can go to the action,
grab their email.
Oops, there.
And then we can say like, add them to, you know,
five, six, seven, or I think it was five, six, seven,
like that.
So this means like everybody who jumps in the app,
everybody who'd like hit 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 like super fast.
So like when they actually create their account,
if they're starting it from the app,
they'll create it there.
And immediately by the time they get the other page loads,
that should be, should be in there.
We also do have a very cool,
like live updating feature where even if they hit,
they hit create an account and they're showing up,
they land on the page.
Once it is created,
it'll just sort of like 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.
So Layla's like add to tribe leaders group.
And you can say like all users, you know, registered.
So this would be one is a very simple version of course.
So we'll test the 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 like step here where you say,
you add a conditional, like a filter.
And so you can say like, if this field,
like the role does not contain like 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 it'll just stop here.
And it won't do this last step.
I know it's getting a little bit in the weeds,
but you can add, you can still do the trigger.
And then you can add people underneath there to, 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 on our, for our tribe app.
It's, 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,
like 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,
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
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 gonna keep adding more things to zap here. 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 could automatically welcome that person as a post and just makes you look like a
hero that you're just like instantly like
welcoming people to the group so
Awesome. Yep. 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 you if they're a new lead like have them, you know
Go through if you know an email sequence of a 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 as
On the front end and especially if you're doing a challenge of some sort this 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
Yes, and what's up?
So in this Bruce, thank you first
It's massively helpful that 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
It'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 there's a bunch of them
I think I think easy text is in here. They're 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 the other example where I was 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 I 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 like basically getting rid of passwords, which would be like a huge
And basically just do the texting thing so the people would actually put their phone number in
They would get like a six digit code and then just like on your iPhone
You just hit like yes, add this number or face recognition, please
Yeah
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
We are the tool that we use for building. The app does have a face ID
option will have to
Experiment with it. Yeah, that was gonna be our solution was like basically you have to have a phone number
I think in the meantime, we can't have it where if they're missing their phone number
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
I will say like Bruce new
Lenovo and I get to this screen
Potentially we could enable it right here
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
Know my phone number and then I would set a password except the terms and then go
That would be huge.
Yeah.
Cool.
All right.
Good thing that-
Thank you.
I really appreciate this.
Most of the team that's building all this
is all hearing it directly from you right now.
So-
Yeah.
Because this, as a lead magnet for challenges and master
classes, this is huge.
Yeah.
I think we actually have-
I'm just going to put Lucien 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 to do it.
But adding the phone number is like a pretty quick thing
we could probably add like 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.
Random deadlines.
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.