you
Good morning everyone. Welcome on in. Happy Tuesday. All right. Holly, Linda,
Olivia. Welcome everybody. All right so if you are able to turn your camera on
that would be great. This is the pre-revenue call if you have not been
here before. On this call we usually go over topics related to launching like a
new product or a new business. So we'll cover things like you know the
foundations of your business or your brand, market research, product research,
product development. If you're doing like a physical product-based business we can
talk about sourcing, shipping, logistics, supply chain management stuff as well as
things that you might be building online like on Rainflow. So funnels, landing
pages, workflows, automations, email marketing, things like that. Or just you
know maybe you're just getting into Rainflow for the first time. You're
starting how to set it up and how to use it. So those are kind of the topics
that we cover. Wednesdays are about marketing. So if you have questions on
like running advertising, marketing, getting leads, save those for tomorrow's
call with you Clydes. And then Thursday at 9 a.m. Steven covers questions
related to like scaling and doing more advanced things in your business. Lots of
like AI topics as well as maybe you're just like working on an offer or trying
to increase revenue or add a new stream of revenue. That would be a good topic
for Thursday. So with that welcome into the call. And how many of you here are
just listening? How many of you have questions that you'd like to ask? Drop in
the chat. If you can be on camera please do so. It's difficult to look at a black
screen and then try to be engaging on a call.
Or at the very least drop something in the chat. Let me know what your purpose is here today. Are you just listening? Are you learning? Do you have questions you'd like to go over and we'll kind of go from there.
If you can drop in the chat, if you can't unmute, let me know. I'm going to unmute and talk because I know that's probably really difficult to just, I don't know where to take the call.
I know, I totally understand that. I'm going to, I have Rainflow. I've been going through the Business Accelerator. I've been trying to do it on my own, which is proving to be not difficult, but difficult in the sense that I have a discipline, but I have 90 other things to do as well.
Okay. Yeah.
So, and I just find I'm having a rough time getting something started. I see, I found where things should be. Like, I know you and I went over attaching my Instagram and, what was it Instagram? Instagram and Facebook.
Facebook and Instagram, probably.
Yes, exactly. So, I have a thought about what I want to do in terms of the business that my husband and I have. We have a jewelry business and I would like to offer a CTA as in like five or so cards that show instructions on how to clean your jewelry.
Okay. Okay, great. I like that.
And I think that would be either offered at a very low price or, you know, free just to get people to. So, that's what I actually what I was doing when I jumped on the call was creating those cards. I have something in Canva already. I wasn't quite happy with it because the level of jewelry we have, it didn't, to me, meet that level.
Okay.
So, I'm still working on that. So, if I, my question is, how do I propel myself forward in terms of understanding Ring Flow? I understand the concept of it.
Okay.
But all those little things where you have to attach, where you have to create the flow and then attach your CRM assignment, CRM tool. How do I do that without, you know, getting myself all discombobulated?
Yeah, I think like if you understand the main concepts of Ring Flow, like what it can do and you have an idea of how you want to use it for your business, that's the most important thing.
Okay.
You know, just understanding, like I kind of compare Ring Flow to like a car, you know.
It's like, let's take someone who's like never driven a car before. They've never even seen a car before. They're like an alien from another planet. It's like they see a car, they have no concept of what this does.
They don't understand that like the purpose of this thing is to take you from point A to point B faster, basically, with less work, right? So, once you understand that concept, then it's like, okay, now I learned how to drive the car, right?
But there's differences in cars. Like if I, you know, give someone like a very simple engine car, and they learn how to drive it, and they're like, okay, I'm a master of this car, but then I give them a Tesla, which is more of a computer, right, than like a simple engine.
Now, all of a sudden, they have to, they understand the concept of a car, but now they have to learn a new way to do things because it's more of a computer than an engine.
So, I kind of compare that to this in like, some people, I would say very few people at this point, okay, 2026, most people know what like a website is, but let's just say someone is like, what? What's the internet? What's the website? You got to start there.
And with this concept of like, you can build a page where people can go and do things. And then once you get that, and you learn how to build a website, say on Squarespace, on Shopify, on Wix, on WordPress, and you kind of, that's kind of like the simple engine version, right?
Like, okay, I understand this concept. Then you move to something more advanced, like the Tesla, and you move something like this, which has way more capability.
than like a simple engine car does.
Like the things that it can do,
you don't even know what it can do,
so you don't know, you know, fully how to use it.
Like you're still using it for the main purpose
of getting from A to point B,
but it has full self-driving feature.
You know, it's like, do you know that?
Like those types of things.
So same thing here.
You understand the basic concept of like,
it can build a website,
but that's just scratching the surface of what it can do.
So you really wanna just understand the basic concepts
of like, how can this help my business?
And if you understand that,
the actual like how to do things is less important
because that's what we want to start leaning
into like the AI features for.
So it used to be,
and I created an entire course for Rainflow for this reason
because it used to be you had to build everything manually.
So you had to know how to build everything.
Well, that's not really the case anymore.
So now I'm kind of telling people,
yeah, the Rainflow course is there,
but I would much rather you not spend your time listening
to my voice for hours
and for you to just play with the AI tools
because you'll accomplish the same thing faster.
And so that's like more of the how to do it.
And so now I think I'm more concerned
with like making sure people understand the scope
of what it can do for their business
so that you can decide which features
you want to really take advantage of.
You're not gonna use every feature in Rainflow.
I've never met a person who's using every feature of this
simply because there's different industries
and different business types
and some are not gonna use certain aspects of it,
but you're still gonna get well worth your value here.
So I think like, maybe let's just start with that
of like understanding what it can do for your business
based on, hold on,
let me get back to the waiting room for a second.
I totally understand what you mean
in terms of the car analogy.
That was the first thing that came to mind was,
you know, we all buy phones
and I have obviously bought many phones.
And when I needed a new phone,
that's when I discover new features
of the phone that I've had.
For sure, for sure, yes.
And you don't even know how this phone
can enhance your life
if you don't know what it's designed to do for you, right?
Exactly.
Yeah, I feel like AI is that right now.
Like, you know, AI is new to the world relatively, right?
It was only a couple of years old
and everyone is still just learning the concept
of what AI can do for them to make their lives better.
We're not even yet getting to the point
where it's like, how do I build an AI bot?
How, like some people are,
but they're like the few and far between.
The rest of the world is just like, what?
What is AI?
What can it do?
Like, we're getting used to this idea
of like, we don't have to do tasks manually anymore.
We can automate things.
We can have AI make things faster and simpler.
So we're very much in that stage with AI as well.
But yeah, maybe let's just talk about some things
that it can do.
So why don't you tell me what you know so far about it
and like the things that you think you wanna use
and maybe I'll just add to that
and just kind of point out the things that you don't see.
Well, I wanted to use it for a CTA.
Like I was saying, the care and instruction cards
for your jewelry, whatever metal that is.
And I also am looking to, like we sell very high-end jewelry
so we sort of X out a particular community
not intentionally.
So now I'm trying to understand how can I use this
and how can I get a product
that X amount of hundreds of thousands of people want?
So how can I use this to promote that product
and that product alone?
So I was thinking about in terms of the funnels
because I figured, okay, if let's say I get a product
that's let's say, quote unquote, a fad,
they're gonna need a funnel
because they don't need to go to our website
and see something for $1,000 and think,
oh my goodness, how am I gonna be able to afford that?
I really want like to eliminate that
for a target group of people.
A group of people.
Gotcha, okay.
Yeah, I mean, a funnel is a really great way
to send targeted traffic to a page
where you are reducing choice essentially
because the purpose, how I describe a funnel
versus a website is like this.
I like analogies and that helps me explain and understand a concept so I
would think of a website as like a house okay and someone comes to your house and
they can like go on a tour they can like go in the living room and they can go in
the kitchen open the cabinets that's like them clicking on links on your
home page right they can go in the bedrooms they can check out the backyard
they're just wandering around kind of aimlessly they don't necessarily have a
specific purpose they might just be a window shopping maybe they find
something they want to buy the edge of the cart cool but they're just kind of
like exploring right it's a tour so websites are cool for people getting to
know you like you might want someone to come over your house and for them to
check out your home and stuff but it's not great for taking action because
there's too much choice there's too many things you get distracted by too many
links to click too many things oh look at this oh let me read this about oh you
know oh no I'm off on another website right so a funnel is more like you know
someone comes over and instead of you letting them in the front door you let
them in one room one single room and you close the door and then in that room
there's nothing except one other door there's just one door and everything
else in the room the stuff on the walls the furniture is all basically telling
them hey go open that door and they only have one thing that they can do
they can either leave the way they came or they can go through the door and then
they go through the door and they're in another room with one door and there's
only one thing they can do and that's leave the way they came or go through
the door that's a funnel you're guiding them there's only one thing they can do
so it's designed for taking action if you want somebody to take action you
put them in a funnel if you want someone to just like get to know who you are you
send them to a website so that's why we use funnels for driving sales not
websites notice that like the Raidmaker family as a company we have a website
it's called raidmakerfamily.com I'd be willing to bet that most people on this
call have never seen this website they've never seen this website before
look at this our story impact blog podcast it's a nice website yeah I mean
people would want to send people to this website but here's the thing this website
doesn't drive revenue I'm pretty sure there isn't even a single thing you can
buy on here because it's more of like a get to know you it's for people to like
find us on Google when they find an ad and be like who's the Raidmaker family
and then they can get to know us that's the purpose of this website most of you
have come through a funnel like AI for companies.com this is a funnel there's
only one thing you can do on this page and it's exactly what we want you to do
right you can click this button and it's gonna take you here you can click this
button and it's gonna take you here like there's only we're guiding you to what
we want you to do whereas this is more like you can come all these places and
explore all these things so a funnel is great for driving revenue period full
stop if you want to drive revenue you should be running ads to a funnel
nowhere else but a funnel is especially great for like your best-selling product
your highest selling product your product that sells out most frequently
or like a high ticket offer funnels are especially great for that why because
you have like this full page where you get to just talk about the product and
really build it up so if you have let's you know you sell high-end jewelry right
so that means it's gonna be more on the expensive end or just it's not cheap
jewelry right that takes more it's gonna take a lot more for someone to like pull
the trigger and buy that than someone who's like buying a $25 piece at KJ Maxx
or whatever like that's easy right if you're spending I don't know two grand on a
necklace or something that's gonna take quite a bit of like trust building value
building social proof like right you need space and time to do that with
someone so a funnel is gonna give you space right you're gonna have literally
space you have space to put a video where you're showcasing the product you
could be talking about it how we haven't made I mean that's really good
for like high-end stuff like the behind the scenes of the manufacturing process
again building that trust factor you have space for social proof just tons
and tons of reviews scrolling about people raving about
your product, right? You have space to really lay out all of the features and the benefits
of how your product is better than others. You've got the space to explain that. And
you also have space to do what we call an offer stack, so building value. So you really
get to explain the details of the materials that are used, right? And all that's included
when they purchase. Like, do you have some type of warranty? You get to explain that
and what that means. That's not something that, let's say, you know, we worked with
a lot of people who sell on Amazon. That's not something you can do on Amazon. On Amazon,
you pretty much got a title, a price, seven pictures, and that's about it. Nobody's reading
your bullet points. No, like how many of you scroll down to read? Nobody does that.
You're looking at title, price, pictures, decision made. You've got seven little photos
to make your case. Very different than if you have an entire page. And that's just one
step of the funnel. Then all you're trying to do, the purpose of the first page on the
funnel is just one thing. You're not actually trying to get them to buy on the first page.
You are just trying to get them to click the button to go to the next step. That's
all you're trying to do. Just click this button, go to the next step. You haven't talked about
price yet. You're trying to pique their interest so that they're like, I want to know a little
bit more. And then they click that button, they go to the next step. And then the purpose
of the next step is just to get them to click the button to go to the next step. Like, it's
just one little step at a time. And you have the entire page to make your case for that.
So that's why funnel is so good. And why it would be great for you with high-end jewelry.
I would absolutely be funneling that, where to funnel. But then that's just really the
beginning. I would say that's just like the start of what you can do. Because that might
be where, you know, the customer is spending their time and the sale is taking place. There's
all kinds of things behind the scenes that can be happening, right? One of those powerful
features of Rainfloat is the automation section. There's all kinds of automations that can
be happening according to what action the customer is taking. So what I would do, especially
in a business like yours, you are probably going to have people who are like, this is
how I imagine your business. You've got people who see your jewelry and they're like, ooh,
clicky, clicky. Like, I like this. And then they see the price and they're like,
got to pay my rent, got to pay my, let me just come back to this. You know, maybe I save it.
Maybe it's a Christmas present. Like they kind of, it's like, they sit on it, right?
Yes, you are listening in on our conversations.
It's just, I know because I'm a buyer. Like I buy stuff too. And I know when I see something I want
that I can't pay for right in the moment, I'm like, well, let me just click and let me just
see. Let me just see how much, let me just read a little bit about it. Let me read some of the
reviews. Okay. I'm going to add that to my Christmas list. I know my mom's going to get
her tax return soon. Like I'm just, I'm planning, right? I'm not a lost customer or anything like
that. I'm a lead. I'm a lead. And we classify leads according to how warm they are. Like on
a scale of like cold to like piping hot, like they're almost ready to buy. And our whole purpose
before they're a customer is like, let's just keep warming them up. Like we're a little microwave.
We're just like warming them up, warming them up, warming them up. And so what you want to do is
have a really good follow-up system. You just be like in their ear, just warming them up,
warming them up, warming them up. Just give them lots of like FOMO of like, man,
don't forget about this, man. I really want that. Oh yeah. I saw that. Oh, this holiday is coming
up. You know, you really want to just be like reminding them about it all the time.
So what I would do, here's how I envisioned kind of this happening. Let's say you're running a
Facebook ad, gorgeous shot of this beautiful, I don't know, set of earrings or whatever.
And it's like, Ooh, click. Let me see that. Okay. Then they come and they get to your funnel
and your funnel is gorgeous. We've seen more beautiful shots. We see some, we see the value
stack. We see lifetime warranty. We see this, we see the social, we're like, Oh, this is great.
Click, go to the next step before anything else. You want to capture their information because if
you don't capture their information, how are you going to follow up with them? You don't, I mean,
this is a person who's interested. You want to know who they are. And ideally you want their
email and you want to be following up with them.
So, what you wanna do is have some kind of,
some kind of reason for them to give you
their name and their email.
They're not just gonna give it to you just cause.
They want something in exchange for that.
It's like, why should I put my information in here?
So, especially with like e-commerce brands,
clothing brands, jewelry brands like that,
what works, like data says,
what works the best statistically
is just the discount.
That's what works the best.
Now, other businesses in the room, other industries,
that's not gonna work for you.
It's not gonna work.
If you're a coaching business, forget about it.
Nobody cares about your discount.
They don't know who you are.
You've gotta send them something else, like a case study.
You've gotta send them something of real value.
Clothing brands and jewelry brands are different
because everybody wants clothes and jewelry.
At least women do.
I don't know about men,
but we don't need a lot of like help
to make us feel like we want those things.
We do want those things.
We always want those things.
It's just a matter of who's business,
who is gonna get our business.
You're just fighting for our business.
We already want it.
So, that's why they can go kind of like a simpler route
and just give us a deal.
Like, deal is the way to go.
So, you would either do flat dollar amount off
or flat percentage off,
which probably if you're a high-ticket kind of like jeweler,
I would go percentage off
just because if you go flat dollar amount off,
that right there might scare them away.
Like, I know when I see something
and they're like, get $50 off.
I'm like, okay, damn, this is like $3,000 already.
Otherwise, they're not giving me $50 off.
You know what I mean?
Like, when I go to these furniture stores
and they're like, $200 off your first offer.
I'm like, well, I'm not buying this because it's funny.
So, percentage off is like gonna scare them away less.
Yes, yeah.
But that's it.
On the first page, again,
you're really selling the product, right?
But your main goal on the first page
is to get their information.
And so, you really wanna hype up.
Like, hey, you just made it to a really special deal page.
Like, this is a special deal
that we don't offer on our website.
And you wanna be true to that.
You wanna be true to that.
You wanna offer something special on this funnel
that you don't offer on your website
so that they feel like,
oh, I just stumbled across this deal.
I can't miss out.
It creates this urgency of like,
I have to sign up for this right now.
Otherwise, I'm gonna miss out
because I might never find this page and this offer again.
So, it creates that urgency of like,
hey, you just got this, you found this special deal.
Fill out this form right here
and we'll give you 25% off your first order.
That's a good deal.
I'm gonna be putting in my information.
Okay.
I'm putting in my name, my number, my email, whatever,
whatever you wanna ask for.
And if you get that, we call that a win.
Now, the rest of the funnel,
we're gonna try to get them to buy in the funnel as well.
But if they do nothing else but fill out that information,
that is a W for sure.
Because they might not be a customer today,
but I will tell you what,
30, 40%, 50% of those people will become customers
over the next six to nine months
if you have a good followup sequence.
So, it's revenue that you might not see today,
but you will see it in the future.
So, that's our main goal.
Let's get their information.
That's step one.
And then, once they put in their information,
da-da-da-da-da, okay?
We'll have an automation.
Here's what's happening in the background.
In the background, we're gonna have an automation
that says when they fill out this form,
we're gonna send them an email that says,
hey, thanks for signing up.
Here's your coupon code for 25% off your first offer.
And that's something you can set up in here.
So, we're gonna email it to them.
This is important that you send it to them in an email, okay?
Here's why.
If you don't, and you need to say it up front,
you need to say, fill out this form
and we'll email you a code for 25% off.
If you don't do that, people will give you a fake email.
Oh, right.
Right?
Right, they want the-
They'll give you a fake email.
They need to know that what you're gonna send them
is coming to them through email
or they're giving you a fake email.
Okay.
Let me tell you how I know this.
Well, first of all,
I've experienced it being on this side of things,
but on the other side of things,
when I go to a store and they're like,
hey, do you wanna sign up for blah, blah, blah
and get 10% off?
I'm like, sure, yeah.
Fake email, fake phone number.
I don't want your junk promo
because they're giving me it at the register.
I don't need to give you my information.
I'm always giving them fake stuff
because they're giving it to me right there.
You have to-
really think through every possible scenario of like every step of this like what would a real
buyer do a real buyer like their information is valuable to them they're not going to give it to
you unless they need to so you need to make sure you say like we're gonna and the texting is even
more strict like people because texting like having someone's phone number is more valuable
than having their email because people are more responsive they are more likely to see it but on
the same token they are much more likely to unsubscribe if they don't really they're not
really interested in your offer they're extremely likely unsubscribe so you've got to give them
something if you're asking for a phone number you've got to give them something really valuable
because people don't want to give their phone number and you have to make sure that you're
sending it to their phone number so they actually give you a real number right right so once you're
saying pinpoint the email address or the phone number or both you're going to send it to them
yeah yes yeah just make sure it's clear that like we're gonna send it to where you the
information you gave us so if you give me a fake email you're not getting the code you know
or same for a phone number right right so um i just i see people do this wrong a lot where like
they put in information and then right on the next page they give them the code no no don't do that
because then they have no reason to give you their information exactly yeah you're just giving it to
them you know yeah so um what's happening on the back end and the automations of that we're saying
all right the trigger for this automation is when they fill out this form on this funnel
and the action is going to be first of all add a tag we're always tagging our contacts because we
need to segment our email list so we know who is interested in what so i know how to do my follow
up email marketing so let's say i don't know you have a jewelry business so i'm sure you have lots
of different pieces you maybe you'll have multiple funnels like let's say you have like five like
really best sellers that are constantly selling i would have five different funnels for that
five different ads that lead to those different funnels i would tag those appropriately so it's
like someone comes in through you know earring funnel i'm tagging them with with that like you
know earring lead someone comes in through your necklace funnel i'm tagging them necklace lead
because i want to cater my email marketing and i want to customize it to what they said they were
interested in i want to know the exact product they showed interest in because that's the exact
product i'm going to show them for the next three to six months until they buy it right so you have
to have a really specific tagging system you can even if you have skews for your products you
probably do because you have physical products you can even just use the skew as the tag so you
know exactly what product they're looking at and you can follow up follow up follow up so tagging
system is huge make sure you're always adding tags you can never add too many tags to a contact
you can add a tag for every single action that they take because tags are just a way for us to
filter our list later and see how many people were interested in this product how many people
abandoned cart how many people bought this product and would be good for this product it's just a way
for us to segment the list right right right so the first step i'm taking is i'm adding a tag second
step i'm taking is i'm sending them that email with the coupon offer right because i want to give
them the opportunity to use it right away right they're thinking about it they're thinking about
buying i want to give them the opportunity to use it okay that's what's happening on the back end
on the customer side of things they don't know what's going on they're still in the funnel they're
like okay here's my information boop now we're going to the next page it's taking them to page
two so we got their information the next thing and we've already been talking about the product
they already know what it is now we need to start sticking the sale so on the next page we're going
to try to stick the sale right so we this is like full focus on the product and the value and the
offer and we're talking about the price here too so we need lots of social proof we need lots of
value adding lots of offer stacking because we're trying to make this sale on this step
and the button on this step is less of a button and more of an order form okay so but there will
be buttons throughout the page and it'll be like you know get this deal now whatever and then click
that button it'll either open up the order form or it'll take them to the place on the page where
the order form lives like you can scroll to it and the rest of the page is just us like again
trying to stick the sale so lots of high quality pictures lots of social proof and lots of like
here are the benefits and features and all the cool things about this and why it's worth
this amount the other thing is like
Because this is a funnel, we do want the price to be different than what's on your website.
So again, you want to offer them some kind of deal, right?
You want to offer them some kind of deal.
So you could at this point, like not offer them any special deal and just say, use your
25% off thing here.
You could just have them do that.
And that's the deal.
Or you can give them a deal on top of that.
Or you can give them a special deal afterwards in an upsell, which is maybe what I would
try to do with like high-end jewelry.
So I would say, Hey, go grab like on the next page, I'd say like, go grab your 25% offer
and like use it right now with this and show them what the savings will be.
Normally, this is, you know, blank, but now it's going to be blank with your 25% off.
So really like show them what that offer is going to be.
And we're trying to get the sale.
At this point, I'm not like, yes, I want the sale, right?
But I'm not super concerned if people don't finish this step.
Because remember, if they're on this step, I got their information on this step previously.
And I know it's one of those situations where it's like, okay, they saw the price, they
got the information they wanted.
They're not ready to buy today, but they're thinking about it.
And I'm going to follow up with them and get the sale later.
So again, that's, that's the win right there.
Everything else is just bonus on top of it at this point.
So they're probably on step two to get the pricing information.
That's what they want to know at this point, because we haven't told them yet.
If they leave the page, we call this abandoning cart, like they get to the checkout page,
but they don't finish.
That's abandoning cart, extremely common for eCommerce.
So you're going to have an automation that's an abandoned cart automation.
For example, let's look at this one that I have set up.
An abandoned cart is an opportunity to follow up right then and save the sale.
You have an opportunity to follow up and save the sale.
Now there's a couple things you can do for this.
One, when someone, if you guys can like see my screen in my mouse, I'm going to show you something.
This is like, I'm on the screen.
As soon as I go off the screen and I go up here into like, you know, the, I don't know
what you would call this, like the bar where you can see the tabs of the different website.
As soon as I go off that and up here, my computer registers that and it's, it's called exiting
the page.
It's reading that I'm exiting the page.
There's a feature that you can set where as soon as they exit the page like this before
they exit out.
But as soon as they scroll up like this, you can have a pop-up on the page and it pops
up right then at this moment, like pop.
And it says, wait, before you go, here's an extra, yes, they've set that up that way.
Here's an extra, take an extra 10% off your order if you buy right now.
And it's like, Ooh, an extra 10% off.
See now I'm thinking about it.
You might save the sale right there.
Maybe even if 10% of the sales you save, that's an extra X amount of revenue for you.
Right?
So that's one thing you can do.
Boom.
Save the sale.
Not every industry.
This is not a good idea for every industry.
Okay.
Just so you know, I'm talking specifically to Linda right now because she's e-commerce
and e-commerce is aggressive.
E-commerce is aggressive with your sale because remember there's a lot of competition out
there.
We already want to buy the items.
It's just who's business, who's going to get our business.
So they're really aggressive with this.
Not all industries make sense for this.
Okay.
You might piss people off if you do this in the wrong industry and you might turn them
away from you.
Like Jerome, I don't know if it would work for real estate.
I don't know if it would work for real estate.
Your main concern is building trust with people.
They're your clients.
You have a long-term relationship, but this might rub them the wrong way, you know, e-commerce
is different.
So you got to know your industry.
So, but e-commerce is aggressive.
You can be fully aggressive because and what all they want to see are dollar signs.
They want to see discounts and dollar signs and free shipping.
That's what e-commerce wants to see.
So you offer an extra discount.
Maybe you save the sale.
Okay.
Whatever.
10% isn't tantalizing enough for me.
I'm like, sorry, I don't have the money right now, whatever.
So I'm leaving the page.
I exit the page.
Okay.
We're going to have our abandoned cart follow-up sequence.
Here's what happens in your abandoned cart follow-up sequence.
Something like this.
The trigger for this, a lot of people have asked me, how do you set up an abandoned cart
automation in Rainflow?
And it is kind of weird because there isn't an actual trigger.
It's like they abandoned the cart.
Shopify has a trigger called Abandoned Cart,
which is very nice and obvious.
Rainflow doesn't have that.
So what you have to do instead
is you have to say Page View.
So the trigger, and this actually isn't set up right,
so this is probably someone else's,
but you're setting up one called Page View.
So it means if they, Funnel Website Page View,
it means if they view the page, okay?
If they view, and not just the page,
but a specific step in your funnel.
So I'm gonna say funnel is this,
and the specific page in the funnel is this, checkout.
If they make it to this page right here,
then one of two things is gonna happen.
They're going to check out, and if they check out,
then in my checkout automation,
I'm gonna add a tag saying that they purchased the product.
So that's one thing that could happen.
They could check out, and then they get a tag
saying they purchased this product,
or they could leave the page,
in which case they did not check out,
and they did not have the tag, okay?
So this is important because I'm using tags
to determine who abandoned cart.
So follow the logic here.
If they made it to the checkout page,
and they have the tag,
it means they made it through the checkout process,
and I do not want to send them these emails, right?
Right.
If they made it to the checkout page,
and they do not have the tag,
it means they didn't check out, and they abandoned cart,
and I do want to send them these emails.
So this is how I set up my abandoned cart sequences.
The trigger is funnel website page view.
I say what the funnel is,
and what is the checkout step of the funnel, okay?
Because I need them to make it at least that far
before I check the next part.
And then the next thing I'm doing
is I'm waiting for five minutes,
because you don't want to be,
okay, you want to be aggressive, but not too aggressive.
So you want to just wait a few minutes, you know?
Like they forgot about it, and so wait five minutes.
Then I'm gonna have, the system is gonna check
and see, does this person have the tag,
purchased this product?
If they do, if they have the tag,
if tag includes purchase, they're gonna do nothing.
We're not gonna do anything, end of conversation.
They already bought the product, I'm not gonna bother them.
That's gonna piss them off too.
We don't want to bother people
who already bought your product
with an abandoned cart sequence.
That's a really good way to ask for a refund.
I'm serious, I've seen refunds happen this way.
People don't like it when you send them too much stuff.
If they don't have that tag,
if their contact does not include this tag,
I know that they abandoned cart
and I want to send them these emails.
So this is the rest of the automation.
So first, I'm gonna wait two hours.
Then, so in two hours, I'm gonna send my first email.
So I'm gonna let a little bit of time go by.
I'm gonna come back, and my first email,
I'm assuming that they meant to check out
and they just simply forgot because they got busy, right?
Because that could be the case.
So it's just, did you forget?
Hey, notice that you checked out this product recently
but you didn't finish purchasing.
Blah, blah, blah, blah, blah.
You know, funny copy, blah, blah, whatever.
Throw your voice in here, blah, blah, blah.
And then, very important, you want to give them the link,
give them the link where they can finish
the checkout process.
I don't think I even put it in here,
but I want to give them the link to that specific step.
I don't want to make them go through
the beginning of the funnel again
where they have to enter information.
I want to send them directly to the checkout page
so that they can just finish the process
right there, right away.
You can get a link to each step of the funnel
so you can actually do that.
And then, basically same thing.
I'm gonna send them, so every other day or every day,
I'm gonna keep sending them that email.
So I'm gonna wait one day, send them email number two.
Then I'm gonna wait one more day,
send them email number three, okay?
I'm gonna keep waiting, keep following up with them.
Again, e-commerce businesses can be pretty aggressive.
So I only have three follow-up emails.
That's pretty tame.
I've seen businesses do as many as 10 follow-up emails.
You want to decide what feels right for your business.
And eventually, when you start doing this,
you can start tracking the data.
And you can see, on average, people who abandon car
end up buying on the fourth follow-up email.
So that's how many it takes, you know?
So you'll eventually have data for this,
but you can send as many as you want.
Now here's something else.
important. I really set this up wrong because this is not how I set this up, but here's what you don't
want to do. Let's say I send the first follow-up email, okay, and they buy. They click the link and
they finish checking out, right? If they do that and they keep getting the next email saying that,
hey, you forgot to check out, hey, go check out, hey, how do you think they're going to feel?
They're going to be kind of annoyed probably because they're like, I already bought,
stop sending me the emails, right? So here's how you avoid that. You can add an action called
goal event, goal event, okay? Now this is how this action works. When a contact meets the conditions
of a goal event, they'll jump straight to the goal regardless of where they were in the workflow
and continue from the goal event. So it's a way for them to skit over everything else by saying,
hey, the goal of all these actions preceding it is to get them to do this. Once they do this,
jump them straight to here, right? That's a goal event. It's extremely useful. So what I would do
for this goal event, okay, let's see if you can figure out how I'd set this up. Remember,
the goal here is that they purchase the product. What can I say is the purpose of this goal event?
What do I want to make my goal if that's what I want them to do?
Would it be more like a thank you email?
That's a really good idea. Even more reliable than that though would be a tag.
Okay.
So what tag would I want to make my goal?
Yeah, that they purchased, yeah, that they purchased the product.
Yes. This same exact tag that I have up here, the one that's filtering who I send it to,
same tag. I'm going to say, hey, the goal of this event is not that they received an email,
but you could do that. But I would say more reliable would be a tag gets added to them.
And that tag is going to be, and I'm going to tell it what I want. I want this one,
the same tag that's up here. When a contact gets this tag added to them, it's immediately,
wherever they are in this process here, it's immediately going to skip over everything,
jump to here. And then what's the next step? End. The sequence is over.
If I wanted to add other action steps after that, I could. But the purpose of an abandoned cart
sequence is to get them to buy. Once I got them to buy, this automation is done. It's done its job.
So this is what's happening in the backend. Okay. And our customers only made it to step two.
And all that's done on the back. Yes. So for the goal event, since this is in the end of,
like you put it in the end of the third email, would it automatically pick for the first,
if they trigger, if they buy from the first email itself, since the sequence is like first,
it's at the bottom of the third, it's still, it will be sensed by the first one.
Because your three goes like a sequential way, right? Would it still be active for the,
or do we have to put it after every email sequence that goal?
No, not necessary. Not necessary. You want to put the goal event at the end of all of the actions
that it might take to lead up to that goal of it. And then no matter where they are in that
sequence, they will jump straight to the goal as soon as they meet the conditions.
Okay. Is there anything we need to specify up in the, in the three or the tag purchase tag or the
goal event only will have the purchase tag to capture this on in any, you know, any point of
time? Yes. The goal of it only. Yep. Only the goal of it needs the tag. And so basically this
automation, when I add this goal event, it's kind of telling the automation, Hey,
I want you to look for this tag. The entire time you're sending these actions, you're looking for
this tag. Everything preceding it, it's looking for the tag. And as soon as it sees that tag,
it's skipping the rest and going straight here. So this is a pretty like, um, this is a more
premium step right here because it's like, it's, it's smart. It's looking for it the entire time.
It's looking for it up here and it's looking for it down here. So you don't need to add any
specific tagging and stuff into the emails and things like that. Okay, cool. So if the person
person purchases right away, they're going to just jump to the goal. Yep. So let's say I get the first
Now I buy and it's like, Oh, there's that tag.
So I'm skip, skip, skip, skip, skip going straight here.
And then the next thing is end.
So that's it.
I won't get any more emails.
As far as I know, as the customer it's smooth.
And like, you know, some, someone was very intelligent and knew that I bought
this and stop sending me emails from your perspective, the automation followed
it's programming and it did what it's supposed to do.
Yeah.
It's a very useful feature that once you understand how to use it, you can really
customize and control your automations very well.
You can, because the whole purpose of goal of it is like, Hey, the purpose of
this automation is to get this person to take this action and once they take this
action, I want to do something else.
So for example, let's say I have multiple actions.
I want them to take action.
Number one is goal of that number one.
And then I can have more actions and a second goal of it.
If I have a second action, I want them to take.
So you can like stack goal events on top of each other.
If you have multiple actions, you want them to take.
So let's say they were introduced.
Sorry.
Go ahead, Linda.
Let's say they were interested in more than one product and
they only bought one product.
When you get to the goal event, can you have whatever tag you
had on that second product?
Um, I don't know.
Send them some type of emails, you know, pledging their interest.
I know what you're saying.
Here's how I would do that.
I'll answer this question and then Grima, hold on to your
question. I'll come back to you.
Here.
Now you're asking an advanced question and I like it, Linda,
because this is really good.
Here's what I would do.
I would end this automation and I would add a step here that
says, okay, when they, hold on, let me find the step I want.
Okay.
When they buy this product, which is the purpose of this
abandon cart sequence.
And I know that there's another product that goes really well
with this product.
And I want to start sending them emails about that product.
It'd be really good companion.
You know, did you know that the earrings are coming at set?
The necklace, you gotta have a thing, right?
So then I want to add a new workflow, a new automation, which
is an email marketing sequence for that second product.
Okay.
So I'm going to do that in a different automation where I can
kind of build all that out differently, but I can add them
to that workflow at the end of this one.
It's a step called add to workflow.
So as soon as at the, you know, they reach this goal of it, the
next step is I'm going to put them in that other workflow.
So I would go find the name of that workflow.
Sure.
This one, bam, then it's going to add into that workflow automatically.
And that workflow, let's say is a lot like this one where it says,
again, if they've already purchased the product, I don't
want to send them these emails.
So I'm going to have this condition again, where I say, if the tag
does not include this new product, then send them these marketing
emails, wait one hour, or maybe wait a day, maybe wait two days
after they purchased, whatever you want, and then send them
the first marketing email.
And you could have a whole series.
You could have seven, 10, 12 email marketing just for that specific
product that is a companion, and you can have a separate goal event
in that one where it's like goal of it here is that they buy
this companion product, right?
And so I would have, you can like link workflows to each other,
but at you have an add to workflow and also a remove from workflow.
So I can add a step into a workflow to add them to another one or to
remove them from one anytime I want.
So I would link workflows together like that.
Right.
How, how would you get to know, let's say your customer, because
of course we're dealing with people's anniversaries and a birthday.
Oh, husband, the wife, can you deal with that end of it?
Yes.
That's an excellent question.
Yes.
I love that question.
So here's what I would do for that.
You need to collect that information from them.
So when they first come into the funnel and you know, they're putting in their
information, their name, their email, and all of that, add in when what's your
birthday and what's your anniversary.
Ask them to provide those dates to you.
Right.
Okay.
Yes.
And once you have those dates, I can start using them in my workflows.
I'm pretty sure there is a, let me find this.
So, so let's say a couple of months out, we can then start sending them emails
regarding some type of gift for their spouse.
percent yes so what you're asking is called um okay let me explain something about forms really
quick when someone fills out a form all of the different pieces of information that they fill
out are called fields so there's a name field there's an email field there's a phone number
field some of these fields are are basic are generic because you know we always have these
fields like name email phone number things like that you can also create custom fields
let me show you where you would do that really quick you can create custom fields for things
for information that is going to be something you regularly collect as a part of your business
so for you i would want to come in my settings go to custom fields and i would create a custom field
for anniversary date and birth date so i would create field and you basically fill out what kind
of field it is so this would be a date picker field okay and i want to add this field i want
to when it says add to object it's saying where what do you want this information to be connected
to or linked to i want it connected to a contact so i know it's this person's birthday or anniversary
field name would be anniversary okay and then once i click save this is now a field that i
can put on my forms okay then once i have that field in my forms and i start collecting that
information i'll show you where you can see it in the contacts section you'll click when i like
click on someone's name for example if i scroll down here i can see all the tags that have been
added to this person and i can see all the fields of information i've collected from them so first
name last name email okay blah blah this is a custom field see this this is a custom field
i used to have an e-commerce brand selling dog products and one of the things i collected was
their dog's name yes so i could like do cute things like oh how's charlie doing whatever so
this is a custom field i created so you could have your anniversary birth date i can use this
information in an automation and say when this date is approaching two months out or whatever
start sending them this sequence i can use this in an automation it's called you so the same way
that i can like use tags to say like if this person has this tag do this i can say if this
person's custom field is blank do this it's like another trigger that you can use right okay that's
what i would do for what you're asking okay okay let me go back to garima's question the follow-up
on that automation thing yeah this is so cool megan so i just want to know just to clear up
in my head the logic where do you introduce the purchase uh tag to begin with and then introduce
and then you use it in your abandoned cart where do you first introduce that tag okay in a separate
automation so i have a separate automation that is for purchase product and so it basically is
like if they fill out this order form they complete the order form it means they bought
this product so add tag purchase products right so it's actually a separate automation
and so the abandoned cart is basically saying if they made it to the abandoned cart page and they
have the purchase tag it means they finished checkout and we don't want to send them the
abandoned cart emails if they made it to the checkout page but they do not have this tag
it means they abandoned cart because they didn't finish the checkout process
so you create uh the if you create a tag in a separate automation it is still visible
in the in a step like a two different automation so you created the tag in your purchase automation
but you can still it still be visible to the abandoned cart automation so is it a universe
yes because think about it and this is exactly why i have the wait five minutes step here okay
i need to give time for the other automation to finish completing it can before this one happens
because if they let's just say like think about the process of a customer okay i'm on the i'm on
the checkout page right i'm on the page and i'm like oh okay so i'm on the checkout page right
there this automation is kicking off right now it's saying the remember the trigger is page view
so as soon as i as a customer have viewed that page this automation gets triggered right away
But I need some time to finish the checkout as the customer I'm on the page. I'm like, oh, let me go get my card
I got to go walk to the other room. I got to get my card. I got to put in my information
I might need a few minutes. Honestly five minutes might be kind of
Might be not very much. Maybe I should make it maybe ten minutes. Yeah, maybe maybe, you know
And you gotta help them in the bathroom
Right, I might need a second to finish checkout, so I'm gonna give 15 minutes or so for them to
Have the opportunity to finish the checkout process
Yeah, and for the that other automation to do its job and to add the purchase tag, right?
Then the next step is it's looking for that time now
It's looking for that time if after 15 minutes, it does not see the tag
I'm assuming that they've abandoned cart and this process begins
so that's what the purpose of this weight is is for that other automation to finish its work because
Will be visible on the contact name as soon as they check out. I
Got it. Okay now I get it
Okay, I was trying to figure out how is the tag picked up now I get it. Okay. Yes. It's a good question
These are the right questions to ask because it's like you're
Understanding how the automations work and how you can like layer them together to work, right?
Yeah, they're all like you have to think about this as like a machine as soon as this happens
This automation is triggered. It's running at the same time as other automations
So if you have like one automation, that's like this needs to happen first
Before this one, you know starts its process the easiest way to do that is by using the wait feature
So it's like yeah, you wait to give the other automations a chance to finish and then keep going
So once you kind of learn those little tricks, you can really layer all these things together really nicely
Yeah, because we don't want this to be kicking before they they make that decision
This is kicked in and then they buy it already
There this this if I didn't have this wait feature or this wait feature and it's like sending them the abandoned car email right away
And they're still in the middle of checking out. They're gonna be like what the heck like, yeah
Yeah, but remember this this is our failsafe this goal event is our failsafe because
If they ever get the tag added at any point
It's immediately gonna abandon all of this and be like, oh it's got the tag. They meet the goal event. We're done here
So this is kind of like that
It's kind of your failsafe of like and I also have a wait here
Like I'm waiting two hours before I even send the first abandoned cart. I'm like giving it a little bit of time, right?
So there's a really a long period of time that they have here
To you know, if they get distracted or everything come back
I'm giving them a lot of time to check out on their own before I start nudging them
And that's kind of a good a good thing to do give them the benefit of the doubt for a while before you start
Paying attention to other like I'll put things in carts and I'll get an abandoned car. Oh, yeah
Attention to how much time it took them to send me an abandoned car
It's fascinating once you like know kind of how it works on the back end
It's really you'll be able to pick things up as a customer yourself and be like, oh like I've had some and it's like they
Are super aggressive. I mean they've sent me five emails in the first hour and I am like
I'm all for aggressive marketing
but that is like too much like you need to chill out or you don't know how to run out of nations and maybe you
Need to maybe you need some help. Maybe you need some advice
You you learn and you may like have a brand you really like how they do things and you learn something from that
You're like, oh, I think I'm gonna try that. I like I like how they did that, you know, so
Yeah
well
This is fun fun rain for the conversation
This is again like we're just scratching the surface here
But I really want you guys to see how like automations is really the key to leveling up
Everything you do
every other thing on this platform can be connected to automations and that is just
insanely leveling up what you're doing and how efficiently you're working and
So I'm always looking for ways to like combine what I'm doing with an automation combine what I'm doing with some type of workflow
So just keep that in mind as you're like building stuff and thinking through like Linda you're doing the exact right thing
She's thinking through what her customers really do or what?
She's like, oh if they bought this I want them to buy this
I want to send them emails a couple months ahead of their anniversary
Great, how do I make that happen on Rainflow?
That's how you should be thinking about your business.
I want this, how do I build that on Rainflow?
So, yeah, good stuff guys.
Well, thank you.
I think I'm going to, it's so funny
cause you're not the first person that said,
stop looking at instructional videos, just dive in.
Oh yes, especially with AI, like,
you know what you could do?
I'm not sharing my screen anymore,
but on the workflows, there's a build using AI.
You can have a conversation with it
just like you did with me, Linda,
where you can say, you know,
I have a high-end jewelry business
and I want to send out marketing emails
to someone a couple months ahead
of their birthday and anniversary
and other important dates.
How can I build a workflow for this?
And it will just start talking to you
and like explaining things to you
because, you know, this knows the machine better than you do
so it can explain to you a way that you could try that
and you don't have to like come up with it on your own.
So definitely use those AI features
to help you accomplish what you want.
Yeah, definitely, thank you.
Megan, how would you send like specific emails
for days like Mother's Day or like these events
and you want to, you know,
maybe Memorial Day is coming up now.
So I have my, what would you do?
What would you suggest me to do?
So you could do it in an automation,
but for, so for Linda,
I'm telling her to do it in automation
because those dates are custom to the person,
like anniversary, birthday,
but for like national holidays that never change,
simpler than doing it in an automation
would just be doing an email campaign.
So I would, this is under the marketing tab.
So if you click on marketing emails,
you can build out an email campaign
and schedule it around specific dates.
So if I want to do like a big sale for Memorial Day,
I'm going to create maybe a seven or 10 day email campaign
and schedule it for the dates around Memorial Day.
That's going to be simpler and probably better
because the holidays change from year to year.
So you're going to have to change the dates every year,
right?
So email campaign would be better.
Do we have a video on that?
Did you make a video in that?
There is a video.
There's a basic video covering like email campaigns
in general and under the email marketing section
in the course.
Okay.
It's a lot simpler than creating an automation.
It's literally a straightforward as design your emails,
schedule them on the dates you want.
That's it.
Okay.
Emails and automations are better for like evergreen,
things that you want to happen all the time
or things like what Linda was saying.
I need an automation for it because it's a custom date
according to the customer, like it's specific to them.
If it's like a holiday or I just want to do a sale
for everyone for the next month or whatever,
I can just do an email campaign for that
and it's a lot simpler.
So yeah, because for Linda it has to check the database
and pick it up from backend and get those dates
and then run the workflow, right?
So she needs that kind of a setup.
Exactly.
Right, yeah.
So in terms of the yearly holiday,
I would need to do the same thing like Mother's Day,
Father's Day, those type of email campaigns.
Yeah, for sure.
And you absolutely should.
Email campaign is like the simplest way
to start your email marketing
because it's basically sending emails
but it allows you to schedule it at a certain date
and it has a custom editor
so you can make them fancy and stuff.
But that's email marketing.
It's much simpler than building an automation,
much simpler than that.
So you guys will get the hang of it right away.
I would just a word of advice on that.
I know it's so tempting
like build these beautiful emails and stuff.
The better thing to do is to keep it simple.
Don't use a lot of graphics.
Don't use any graphics if you can avoid it
because heavy graphics go to spam.
It doesn't end up...
And the most important thing
with email marketing is open rates.
You need people to see it
so you want it to land in their inbox.
If you're sending lots of graphics and stuff like that,
you're getting in spam and people aren't seeing it
and that's what you don't want.
So try to keep it simple.
Simple is honestly better for a lot of reasons.
We're more likely to read it.
Can you get graphic heavy
after you've developed that relationship with them
or it's just not advised because...
You can for sure.
I'm thinking of a brand I'm obsessed with, Rothy's.
It's like a shoe and bag brand
and their emails always come to me, to my inbox
because I open them so frequently
even though they have so many pictures.
always showing their products and stuff.
So if someone starts opening your emails a lot
or taking action in them,
they're gonna start prioritizing
sending those to your inbox.
So if you know that you have a really engaged audience,
and here's how you know that, by the way.
In your data, look at your open rates,
look at your click-through rates.
If your open rates are above 20%,
20% is industry standard.
If you're above 20%, you're doing really good.
If you're like 50% or above,
you have a very engaged audience, extremely engaged.
And if your click-through rates are high,
you know that people are gonna get your emails
because they're super engaged.
If you're just starting to build that engagement,
keep it safe, keep it simple.
Okay.
Cool.
Thanks, Megan.
Really good questions.
This is good.
Good to see you all.
Good to see you, Jerome.
See you listening over there.
All right, guys, I gotta hop to a meeting
and we will be back on next week.
Feel free to join tomorrow and Thursday if you'd like.
Thank you again.
Thank you, bye.
Bye, have a good week.
Okay, bye.