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Good morning everyone. Welcome on in. Happy Tuesday. All right. Holly, Linda,

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Olivia. Welcome everybody. All right so if you are able to turn your camera on

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that would be great. This is the pre-revenue call if you have not been

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here before. On this call we usually go over topics related to launching like a

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new product or a new business. So we'll cover things like you know the

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foundations of your business or your brand, market research, product research,

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product development. If you're doing like a physical product-based business we can

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talk about sourcing, shipping, logistics, supply chain management stuff as well as

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things that you might be building online like on Rainflow. So funnels, landing

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pages, workflows, automations, email marketing, things like that. Or just you

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know maybe you're just getting into Rainflow for the first time. You're

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starting how to set it up and how to use it. So those are kind of the topics

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that we cover. Wednesdays are about marketing. So if you have questions on

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like running advertising, marketing, getting leads, save those for tomorrow's

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call with you Clydes. And then Thursday at 9 a.m. Steven covers questions

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related to like scaling and doing more advanced things in your business. Lots of

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like AI topics as well as maybe you're just like working on an offer or trying

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to increase revenue or add a new stream of revenue. That would be a good topic

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for Thursday. So with that welcome into the call. And how many of you here are

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just listening? How many of you have questions that you'd like to ask? Drop in

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the chat. If you can be on camera please do so. It's difficult to look at a black

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screen and then try to be engaging on a call.

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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.

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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.

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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.

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Okay. Yeah.

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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.

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Facebook and Instagram, probably.

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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.

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Okay. Okay, great. I like that.

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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.

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Okay.

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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.

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Okay.

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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?

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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.

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Okay.

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You know, just understanding, like I kind of compare Ring Flow to like a car, you know.

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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.

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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?

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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.

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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.

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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.

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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?

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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.

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than like a simple engine car does.

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Like the things that it can do,

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you don't even know what it can do,

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so you don't know, you know, fully how to use it.

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Like you're still using it for the main purpose

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of getting from A to point B,

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but it has full self-driving feature.

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You know, it's like, do you know that?

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Like those types of things.

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So same thing here.

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You understand the basic concept of like,

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it can build a website,

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but that's just scratching the surface of what it can do.

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So you really wanna just understand the basic concepts

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of like, how can this help my business?

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And if you understand that,

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the actual like how to do things is less important

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because that's what we want to start leaning

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into like the AI features for.

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So it used to be,

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and I created an entire course for Rainflow for this reason

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because it used to be you had to build everything manually.

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So you had to know how to build everything.

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Well, that's not really the case anymore.

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So now I'm kind of telling people,

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yeah, the Rainflow course is there,

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but I would much rather you not spend your time listening

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to my voice for hours

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and for you to just play with the AI tools

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because you'll accomplish the same thing faster.

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And so that's like more of the how to do it.

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And so now I think I'm more concerned

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with like making sure people understand the scope

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of what it can do for their business

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so that you can decide which features

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you want to really take advantage of.

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You're not gonna use every feature in Rainflow.

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I've never met a person who's using every feature of this

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simply because there's different industries

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and different business types

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and some are not gonna use certain aspects of it,

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but you're still gonna get well worth your value here.

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So I think like, maybe let's just start with that

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of like understanding what it can do for your business

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based on, hold on,

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let me get back to the waiting room for a second.

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I totally understand what you mean

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in terms of the car analogy.

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That was the first thing that came to mind was,

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you know, we all buy phones

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and I have obviously bought many phones.

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And when I needed a new phone,

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that's when I discover new features

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of the phone that I've had.

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For sure, for sure, yes.

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And you don't even know how this phone

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can enhance your life

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if you don't know what it's designed to do for you, right?

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Exactly.

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Yeah, I feel like AI is that right now.

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Like, you know, AI is new to the world relatively, right?

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It was only a couple of years old

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and everyone is still just learning the concept

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of what AI can do for them to make their lives better.

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We're not even yet getting to the point

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where it's like, how do I build an AI bot?

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How, like some people are,

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but they're like the few and far between.

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The rest of the world is just like, what?

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What is AI?

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What can it do?

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Like, we're getting used to this idea

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of like, we don't have to do tasks manually anymore.

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We can automate things.

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We can have AI make things faster and simpler.

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So we're very much in that stage with AI as well.

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But yeah, maybe let's just talk about some things

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that it can do.

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So why don't you tell me what you know so far about it

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and like the things that you think you wanna use

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and maybe I'll just add to that

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and just kind of point out the things that you don't see.

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Well, I wanted to use it for a CTA.

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Like I was saying, the care and instruction cards

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for your jewelry, whatever metal that is.

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And I also am looking to, like we sell very high-end jewelry

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so we sort of X out a particular community

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not intentionally.

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So now I'm trying to understand how can I use this

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and how can I get a product

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that X amount of hundreds of thousands of people want?

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So how can I use this to promote that product

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and that product alone?

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So I was thinking about in terms of the funnels

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because I figured, okay, if let's say I get a product

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that's let's say, quote unquote, a fad,

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they're gonna need a funnel

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because they don't need to go to our website

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and see something for $1,000 and think,

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oh my goodness, how am I gonna be able to afford that?

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I really want like to eliminate that

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for a target group of people.

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A group of people.

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Gotcha, okay.

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Yeah, I mean, a funnel is a really great way

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to send targeted traffic to a page

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where you are reducing choice essentially

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because the purpose, how I describe a funnel

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versus a website is like this.

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I like analogies and that helps me explain and understand a concept so I

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would think of a website as like a house okay and someone comes to your house and

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they can like go on a tour they can like go in the living room and they can go in

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the kitchen open the cabinets that's like them clicking on links on your

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home page right they can go in the bedrooms they can check out the backyard

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they're just wandering around kind of aimlessly they don't necessarily have a

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specific purpose they might just be a window shopping maybe they find

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something they want to buy the edge of the cart cool but they're just kind of

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like exploring right it's a tour so websites are cool for people getting to

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know you like you might want someone to come over your house and for them to

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check out your home and stuff but it's not great for taking action because

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there's too much choice there's too many things you get distracted by too many

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links to click too many things oh look at this oh let me read this about oh you

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know oh no I'm off on another website right so a funnel is more like you know

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someone comes over and instead of you letting them in the front door you let

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them in one room one single room and you close the door and then in that room

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there's nothing except one other door there's just one door and everything

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else in the room the stuff on the walls the furniture is all basically telling

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them hey go open that door and they only have one thing that they can do

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they can either leave the way they came or they can go through the door and then

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they go through the door and they're in another room with one door and there's

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only one thing they can do and that's leave the way they came or go through

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the door that's a funnel you're guiding them there's only one thing they can do

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so it's designed for taking action if you want somebody to take action you

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put them in a funnel if you want someone to just like get to know who you are you

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send them to a website so that's why we use funnels for driving sales not

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websites notice that like the Raidmaker family as a company we have a website

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it's called raidmakerfamily.com I'd be willing to bet that most people on this

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call have never seen this website they've never seen this website before

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look at this our story impact blog podcast it's a nice website yeah I mean

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people would want to send people to this website but here's the thing this website

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doesn't drive revenue I'm pretty sure there isn't even a single thing you can

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buy on here because it's more of like a get to know you it's for people to like

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find us on Google when they find an ad and be like who's the Raidmaker family

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and then they can get to know us that's the purpose of this website most of you

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have come through a funnel like AI for companies.com this is a funnel there's

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only one thing you can do on this page and it's exactly what we want you to do

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right you can click this button and it's gonna take you here you can click this

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button and it's gonna take you here like there's only we're guiding you to what

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we want you to do whereas this is more like you can come all these places and

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explore all these things so a funnel is great for driving revenue period full

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stop if you want to drive revenue you should be running ads to a funnel

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nowhere else but a funnel is especially great for like your best-selling product

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your highest selling product your product that sells out most frequently

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or like a high ticket offer funnels are especially great for that why because

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you have like this full page where you get to just talk about the product and

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really build it up so if you have let's you know you sell high-end jewelry right

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so that means it's gonna be more on the expensive end or just it's not cheap

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jewelry right that takes more it's gonna take a lot more for someone to like pull

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the trigger and buy that than someone who's like buying a $25 piece at KJ Maxx

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or whatever like that's easy right if you're spending I don't know two grand on a

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necklace or something that's gonna take quite a bit of like trust building value

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building social proof like right you need space and time to do that with

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someone so a funnel is gonna give you space right you're gonna have literally

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space you have space to put a video where you're showcasing the product you

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could be talking about it how we haven't made I mean that's really good

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for like high-end stuff like the behind the scenes of the manufacturing process

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again building that trust factor you have space for social proof just tons

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and tons of reviews scrolling about people raving about

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your product, right? You have space to really lay out all of the features and the benefits

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of how your product is better than others. You've got the space to explain that. And

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you also have space to do what we call an offer stack, so building value. So you really

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get to explain the details of the materials that are used, right? And all that's included

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when they purchase. Like, do you have some type of warranty? You get to explain that

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and what that means. That's not something that, let's say, you know, we worked with

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a lot of people who sell on Amazon. That's not something you can do on Amazon. On Amazon,

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you pretty much got a title, a price, seven pictures, and that's about it. Nobody's reading

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your bullet points. No, like how many of you scroll down to read? Nobody does that.

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You're looking at title, price, pictures, decision made. You've got seven little photos

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to make your case. Very different than if you have an entire page. And that's just one

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step of the funnel. Then all you're trying to do, the purpose of the first page on the

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funnel is just one thing. You're not actually trying to get them to buy on the first page.

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You are just trying to get them to click the button to go to the next step. That's

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all you're trying to do. Just click this button, go to the next step. You haven't talked about

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price yet. You're trying to pique their interest so that they're like, I want to know a little

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bit more. And then they click that button, they go to the next step. And then the purpose

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of the next step is just to get them to click the button to go to the next step. Like, it's

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just one little step at a time. And you have the entire page to make your case for that.

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So that's why funnel is so good. And why it would be great for you with high-end jewelry.

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I would absolutely be funneling that, where to funnel. But then that's just really the

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beginning. I would say that's just like the start of what you can do. Because that might

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be where, you know, the customer is spending their time and the sale is taking place. There's

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all kinds of things behind the scenes that can be happening, right? One of those powerful

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features of Rainfloat is the automation section. There's all kinds of automations that can

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be happening according to what action the customer is taking. So what I would do, especially

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in a business like yours, you are probably going to have people who are like, this is

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how I imagine your business. You've got people who see your jewelry and they're like, ooh,

248
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clicky, clicky. Like, I like this. And then they see the price and they're like,

249
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got to pay my rent, got to pay my, let me just come back to this. You know, maybe I save it.

250
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Maybe it's a Christmas present. Like they kind of, it's like, they sit on it, right?

251
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Yes, you are listening in on our conversations.

252
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It's just, I know because I'm a buyer. Like I buy stuff too. And I know when I see something I want

253
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that I can't pay for right in the moment, I'm like, well, let me just click and let me just

254
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see. Let me just see how much, let me just read a little bit about it. Let me read some of the

255
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reviews. Okay. I'm going to add that to my Christmas list. I know my mom's going to get

256
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her tax return soon. Like I'm just, I'm planning, right? I'm not a lost customer or anything like

257
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that. I'm a lead. I'm a lead. And we classify leads according to how warm they are. Like on

258
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a scale of like cold to like piping hot, like they're almost ready to buy. And our whole purpose

259
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before they're a customer is like, let's just keep warming them up. Like we're a little microwave.

260
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We're just like warming them up, warming them up, warming them up. And so what you want to do is

261
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have a really good follow-up system. You just be like in their ear, just warming them up,

262
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warming them up, warming them up. Just give them lots of like FOMO of like, man,

263
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don't forget about this, man. I really want that. Oh yeah. I saw that. Oh, this holiday is coming

264
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up. You know, you really want to just be like reminding them about it all the time.

265
00:24:11.940 --> 00:24:17.940
So what I would do, here's how I envisioned kind of this happening. Let's say you're running a

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Facebook ad, gorgeous shot of this beautiful, I don't know, set of earrings or whatever.

267
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And it's like, Ooh, click. Let me see that. Okay. Then they come and they get to your funnel

268
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and your funnel is gorgeous. We've seen more beautiful shots. We see some, we see the value

269
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stack. We see lifetime warranty. We see this, we see the social, we're like, Oh, this is great.

270
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Click, go to the next step before anything else. You want to capture their information because if

271
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you don't capture their information, how are you going to follow up with them? You don't, I mean,

272
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this is a person who's interested. You want to know who they are. And ideally you want their

273
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email and you want to be following up with them.

274
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So, what you wanna do is have some kind of,

275
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some kind of reason for them to give you

276
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their name and their email.

277
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They're not just gonna give it to you just cause.

278
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They want something in exchange for that.

279
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It's like, why should I put my information in here?

280
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So, especially with like e-commerce brands,

281
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clothing brands, jewelry brands like that,

282
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what works, like data says,

283
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what works the best statistically

284
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is just the discount.

285
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That's what works the best.

286
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Now, other businesses in the room, other industries,

287
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that's not gonna work for you.

288
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It's not gonna work.

289
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If you're a coaching business, forget about it.

290
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Nobody cares about your discount.

291
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They don't know who you are.

292
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You've gotta send them something else, like a case study.

293
00:25:46.520 --> 00:25:49.680
You've gotta send them something of real value.

294
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Clothing brands and jewelry brands are different

295
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because everybody wants clothes and jewelry.

296
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At least women do.

297
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I don't know about men,

298
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but we don't need a lot of like help

299
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to make us feel like we want those things.

300
00:26:03.400 --> 00:26:04.480
We do want those things.

301
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We always want those things.

302
00:26:05.680 --> 00:26:08.400
It's just a matter of who's business,

303
00:26:08.400 --> 00:26:09.880
who is gonna get our business.

304
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You're just fighting for our business.

305
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We already want it.

306
00:26:13.000 --> 00:26:16.600
So, that's why they can go kind of like a simpler route

307
00:26:16.600 --> 00:26:18.400
and just give us a deal.

308
00:26:18.400 --> 00:26:19.840
Like, deal is the way to go.

309
00:26:19.840 --> 00:26:23.080
So, you would either do flat dollar amount off

310
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or flat percentage off,

311
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which probably if you're a high-ticket kind of like jeweler,

312
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I would go percentage off

313
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just because if you go flat dollar amount off,

314
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that right there might scare them away.

315
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Like, I know when I see something

316
00:26:38.240 --> 00:26:40.040
and they're like, get $50 off.

317
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I'm like, okay, damn, this is like $3,000 already.

318
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Otherwise, they're not giving me $50 off.

319
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You know what I mean?

320
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Like, when I go to these furniture stores

321
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and they're like, $200 off your first offer.

322
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I'm like, well, I'm not buying this because it's funny.

323
00:26:54.080 --> 00:26:57.280
So, percentage off is like gonna scare them away less.

324
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Yes, yeah.

325
00:26:58.760 --> 00:27:00.080
But that's it.

326
00:27:00.080 --> 00:27:02.120
On the first page, again,

327
00:27:02.120 --> 00:27:05.520
you're really selling the product, right?

328
00:27:05.520 --> 00:27:08.000
But your main goal on the first page

329
00:27:08.000 --> 00:27:10.360
is to get their information.

330
00:27:10.360 --> 00:27:12.400
And so, you really wanna hype up.

331
00:27:12.400 --> 00:27:17.400
Like, hey, you just made it to a really special deal page.

332
00:27:17.520 --> 00:27:19.320
Like, this is a special deal

333
00:27:19.320 --> 00:27:21.200
that we don't offer on our website.

334
00:27:21.200 --> 00:27:22.640
And you wanna be true to that.

335
00:27:22.640 --> 00:27:23.560
You wanna be true to that.

336
00:27:24.040 --> 00:27:25.680
You wanna offer something special on this funnel

337
00:27:25.680 --> 00:27:27.840
that you don't offer on your website

338
00:27:27.840 --> 00:27:29.360
so that they feel like,

339
00:27:29.360 --> 00:27:31.920
oh, I just stumbled across this deal.

340
00:27:31.920 --> 00:27:33.520
I can't miss out.

341
00:27:33.520 --> 00:27:35.880
It creates this urgency of like,

342
00:27:35.880 --> 00:27:38.960
I have to sign up for this right now.

343
00:27:38.960 --> 00:27:40.320
Otherwise, I'm gonna miss out

344
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because I might never find this page and this offer again.

345
00:27:43.440 --> 00:27:45.080
So, it creates that urgency of like,

346
00:27:45.080 --> 00:27:48.760
hey, you just got this, you found this special deal.

347
00:27:48.760 --> 00:27:50.240
Fill out this form right here

348
00:27:50.240 --> 00:27:53.160
and we'll give you 25% off your first order.

349
00:27:53.960 --> 00:27:54.880
That's a good deal.

350
00:27:54.880 --> 00:27:56.280
I'm gonna be putting in my information.

351
00:27:56.280 --> 00:27:57.560
Okay.

352
00:27:57.560 --> 00:27:59.800
I'm putting in my name, my number, my email, whatever,

353
00:27:59.800 --> 00:28:01.280
whatever you wanna ask for.

354
00:28:01.280 --> 00:28:04.760
And if you get that, we call that a win.

355
00:28:04.760 --> 00:28:06.840
Now, the rest of the funnel,

356
00:28:06.840 --> 00:28:09.800
we're gonna try to get them to buy in the funnel as well.

357
00:28:09.800 --> 00:28:13.200
But if they do nothing else but fill out that information,

358
00:28:13.200 --> 00:28:15.600
that is a W for sure.

359
00:28:15.600 --> 00:28:18.560
Because they might not be a customer today,

360
00:28:18.560 --> 00:28:20.480
but I will tell you what,

361
00:28:20.480 --> 00:28:24.200
30, 40%, 50% of those people will become customers

362
00:28:24.200 --> 00:28:25.960
over the next six to nine months

363
00:28:25.960 --> 00:28:28.440
if you have a good followup sequence.

364
00:28:28.440 --> 00:28:31.520
So, it's revenue that you might not see today,

365
00:28:31.520 --> 00:28:33.680
but you will see it in the future.

366
00:28:33.680 --> 00:28:35.960
So, that's our main goal.

367
00:28:35.960 --> 00:28:37.280
Let's get their information.

368
00:28:37.280 --> 00:28:38.160
That's step one.

369
00:28:38.160 --> 00:28:40.800
And then, once they put in their information,

370
00:28:40.800 --> 00:28:42.200
da-da-da-da-da, okay?

371
00:28:44.080 --> 00:28:45.360
We'll have an automation.

372
00:28:45.360 --> 00:28:46.600
Here's what's happening in the background.

373
00:28:46.600 --> 00:28:48.440
In the background, we're gonna have an automation

374
00:28:48.440 --> 00:28:50.760
that says when they fill out this form,

375
00:28:50.760 --> 00:28:52.480
we're gonna send them an email that says,

376
00:28:52.480 --> 00:28:54.480
hey, thanks for signing up.

377
00:28:54.480 --> 00:28:58.520
Here's your coupon code for 25% off your first offer.

378
00:28:58.520 --> 00:29:00.440
And that's something you can set up in here.

379
00:29:00.440 --> 00:29:02.240
So, we're gonna email it to them.

380
00:29:02.240 --> 00:29:06.120
This is important that you send it to them in an email, okay?

381
00:29:06.120 --> 00:29:07.480
Here's why.

382
00:29:07.480 --> 00:29:10.800
If you don't, and you need to say it up front,

383
00:29:10.800 --> 00:29:12.840
you need to say, fill out this form

384
00:29:12.840 --> 00:29:16.360
and we'll email you a code for 25% off.

385
00:29:16.400 --> 00:29:20.280
If you don't do that, people will give you a fake email.

386
00:29:20.280 --> 00:29:21.440
Oh, right.

387
00:29:21.440 --> 00:29:22.280
Right?

388
00:29:22.280 --> 00:29:23.120
Right, they want the-

389
00:29:23.120 --> 00:29:24.080
They'll give you a fake email.

390
00:29:24.080 --> 00:29:26.560
They need to know that what you're gonna send them

391
00:29:26.560 --> 00:29:29.200
is coming to them through email

392
00:29:29.200 --> 00:29:31.280
or they're giving you a fake email.

393
00:29:31.280 --> 00:29:32.120
Okay.

394
00:29:32.120 --> 00:29:33.360
Let me tell you how I know this.

395
00:29:34.480 --> 00:29:35.320
Well, first of all,

396
00:29:35.320 --> 00:29:37.360
I've experienced it being on this side of things,

397
00:29:37.360 --> 00:29:39.200
but on the other side of things,

398
00:29:39.200 --> 00:29:41.240
when I go to a store and they're like,

399
00:29:41.240 --> 00:29:43.160
hey, do you wanna sign up for blah, blah, blah

400
00:29:43.160 --> 00:29:44.000
and get 10% off?

401
00:29:44.040 --> 00:29:46.600
I'm like, sure, yeah.

402
00:29:46.600 --> 00:29:48.840
Fake email, fake phone number.

403
00:29:48.840 --> 00:29:50.920
I don't want your junk promo

404
00:29:50.920 --> 00:29:53.360
because they're giving me it at the register.

405
00:29:53.360 --> 00:29:55.360
I don't need to give you my information.

406
00:29:55.360 --> 00:29:57.440
I'm always giving them fake stuff

407
00:29:57.440 --> 00:29:59.440
because they're giving it to me right there.

408
00:29:59.440 --> 00:30:00.280
You have to-

409
00:30:00.000 --> 00:30:05.520
really think through every possible scenario of like every step of this like what would a real

410
00:30:05.520 --> 00:30:10.720
buyer do a real buyer like their information is valuable to them they're not going to give it to

411
00:30:10.720 --> 00:30:17.600
you unless they need to so you need to make sure you say like we're gonna and the texting is even

412
00:30:17.600 --> 00:30:22.880
more strict like people because texting like having someone's phone number is more valuable

413
00:30:22.880 --> 00:30:28.720
than having their email because people are more responsive they are more likely to see it but on

414
00:30:28.720 --> 00:30:33.280
the same token they are much more likely to unsubscribe if they don't really they're not

415
00:30:33.280 --> 00:30:38.640
really interested in your offer they're extremely likely unsubscribe so you've got to give them

416
00:30:38.640 --> 00:30:42.640
something if you're asking for a phone number you've got to give them something really valuable

417
00:30:42.640 --> 00:30:46.000
because people don't want to give their phone number and you have to make sure that you're

418
00:30:46.000 --> 00:30:51.440
sending it to their phone number so they actually give you a real number right right so once you're

419
00:30:51.440 --> 00:30:57.840
saying pinpoint the email address or the phone number or both you're going to send it to them

420
00:30:58.560 --> 00:31:04.560
yeah yes yeah just make sure it's clear that like we're gonna send it to where you the

421
00:31:04.560 --> 00:31:08.880
information you gave us so if you give me a fake email you're not getting the code you know

422
00:31:09.600 --> 00:31:17.440
or same for a phone number right right so um i just i see people do this wrong a lot where like

423
00:31:17.440 --> 00:31:22.240
they put in information and then right on the next page they give them the code no no don't do that

424
00:31:22.240 --> 00:31:26.000
because then they have no reason to give you their information exactly yeah you're just giving it to

425
00:31:26.000 --> 00:31:32.480
them you know yeah so um what's happening on the back end and the automations of that we're saying

426
00:31:32.480 --> 00:31:37.200
all right the trigger for this automation is when they fill out this form on this funnel

427
00:31:37.920 --> 00:31:44.320
and the action is going to be first of all add a tag we're always tagging our contacts because we

428
00:31:44.320 --> 00:31:52.560
need to segment our email list so we know who is interested in what so i know how to do my follow

429
00:31:52.560 --> 00:31:58.560
up email marketing so let's say i don't know you have a jewelry business so i'm sure you have lots

430
00:31:58.560 --> 00:32:05.120
of different pieces you maybe you'll have multiple funnels like let's say you have like five like

431
00:32:05.120 --> 00:32:09.520
really best sellers that are constantly selling i would have five different funnels for that

432
00:32:09.520 --> 00:32:15.360
five different ads that lead to those different funnels i would tag those appropriately so it's

433
00:32:15.360 --> 00:32:21.760
like someone comes in through you know earring funnel i'm tagging them with with that like you

434
00:32:21.760 --> 00:32:26.640
know earring lead someone comes in through your necklace funnel i'm tagging them necklace lead

435
00:32:26.640 --> 00:32:34.080
because i want to cater my email marketing and i want to customize it to what they said they were

436
00:32:34.080 --> 00:32:38.560
interested in i want to know the exact product they showed interest in because that's the exact

437
00:32:38.560 --> 00:32:42.880
product i'm going to show them for the next three to six months until they buy it right so you have

438
00:32:42.880 --> 00:32:49.600
to have a really specific tagging system you can even if you have skews for your products you

439
00:32:49.600 --> 00:32:55.120
probably do because you have physical products you can even just use the skew as the tag so you

440
00:32:55.120 --> 00:32:59.840
know exactly what product they're looking at and you can follow up follow up follow up so tagging

441
00:32:59.840 --> 00:33:04.640
system is huge make sure you're always adding tags you can never add too many tags to a contact

442
00:33:04.640 --> 00:33:10.000
you can add a tag for every single action that they take because tags are just a way for us to

443
00:33:10.000 --> 00:33:14.160
filter our list later and see how many people were interested in this product how many people

444
00:33:14.160 --> 00:33:18.560
abandoned cart how many people bought this product and would be good for this product it's just a way

445
00:33:18.560 --> 00:33:23.760
for us to segment the list right right right so the first step i'm taking is i'm adding a tag second

446
00:33:23.760 --> 00:33:30.560
step i'm taking is i'm sending them that email with the coupon offer right because i want to give

447
00:33:30.560 --> 00:33:35.440
them the opportunity to use it right away right they're thinking about it they're thinking about

448
00:33:35.440 --> 00:33:39.200
buying i want to give them the opportunity to use it okay that's what's happening on the back end

449
00:33:40.080 --> 00:33:44.320
on the customer side of things they don't know what's going on they're still in the funnel they're

450
00:33:44.320 --> 00:33:50.000
like okay here's my information boop now we're going to the next page it's taking them to page

451
00:33:50.000 --> 00:33:55.600
two so we got their information the next thing and we've already been talking about the product

452
00:33:55.600 --> 00:34:01.280
they already know what it is now we need to start sticking the sale so on the next page we're going

453
00:34:01.280 --> 00:34:10.159
to try to stick the sale right so we this is like full focus on the product and the value and the

454
00:34:10.159 --> 00:34:15.199
offer and we're talking about the price here too so we need lots of social proof we need lots of

455
00:34:15.199 --> 00:34:20.320
value adding lots of offer stacking because we're trying to make this sale on this step

456
00:34:21.199 --> 00:34:29.040
and the button on this step is less of a button and more of an order form okay so but there will

457
00:34:29.040 --> 00:34:34.880
be buttons throughout the page and it'll be like you know get this deal now whatever and then click

458
00:34:34.880 --> 00:34:39.120
that button it'll either open up the order form or it'll take them to the place on the page where

459
00:34:39.120 --> 00:34:46.560
the order form lives like you can scroll to it and the rest of the page is just us like again

460
00:34:46.560 --> 00:34:52.239
trying to stick the sale so lots of high quality pictures lots of social proof and lots of like

461
00:34:52.239 --> 00:34:56.639
here are the benefits and features and all the cool things about this and why it's worth

462
00:34:56.639 --> 00:34:59.440
this amount the other thing is like

463
00:35:00.000 --> 00:35:05.660
Because this is a funnel, we do want the price to be different than what's on your website.

464
00:35:05.660 --> 00:35:09.560
So again, you want to offer them some kind of deal, right?

465
00:35:09.560 --> 00:35:11.700
You want to offer them some kind of deal.

466
00:35:11.700 --> 00:35:16.940
So you could at this point, like not offer them any special deal and just say, use your

467
00:35:16.940 --> 00:35:19.260
25% off thing here.

468
00:35:19.260 --> 00:35:21.460
You could just have them do that.

469
00:35:21.460 --> 00:35:23.180
And that's the deal.

470
00:35:23.180 --> 00:35:26.980
Or you can give them a deal on top of that.

471
00:35:26.980 --> 00:35:34.020
Or you can give them a special deal afterwards in an upsell, which is maybe what I would

472
00:35:34.020 --> 00:35:36.780
try to do with like high-end jewelry.

473
00:35:36.780 --> 00:35:42.180
So I would say, Hey, go grab like on the next page, I'd say like, go grab your 25% offer

474
00:35:42.180 --> 00:35:46.620
and like use it right now with this and show them what the savings will be.

475
00:35:46.620 --> 00:35:52.260
Normally, this is, you know, blank, but now it's going to be blank with your 25% off.

476
00:35:52.580 --> 00:35:55.220
So really like show them what that offer is going to be.

477
00:35:55.220 --> 00:35:56.940
And we're trying to get the sale.

478
00:35:56.940 --> 00:36:01.780
At this point, I'm not like, yes, I want the sale, right?

479
00:36:01.780 --> 00:36:08.460
But I'm not super concerned if people don't finish this step.

480
00:36:08.460 --> 00:36:12.980
Because remember, if they're on this step, I got their information on this step previously.

481
00:36:12.980 --> 00:36:17.020
And I know it's one of those situations where it's like, okay, they saw the price, they

482
00:36:17.020 --> 00:36:19.060
got the information they wanted.

483
00:36:19.060 --> 00:36:22.300
They're not ready to buy today, but they're thinking about it.

484
00:36:22.300 --> 00:36:25.100
And I'm going to follow up with them and get the sale later.

485
00:36:25.100 --> 00:36:28.420
So again, that's, that's the win right there.

486
00:36:28.420 --> 00:36:31.400
Everything else is just bonus on top of it at this point.

487
00:36:31.400 --> 00:36:35.020
So they're probably on step two to get the pricing information.

488
00:36:35.020 --> 00:36:38.740
That's what they want to know at this point, because we haven't told them yet.

489
00:36:38.740 --> 00:36:45.180
If they leave the page, we call this abandoning cart, like they get to the checkout page,

490
00:36:45.180 --> 00:36:46.220
but they don't finish.

491
00:36:46.220 --> 00:36:50.100
That's abandoning cart, extremely common for eCommerce.

492
00:36:50.100 --> 00:36:56.260
So you're going to have an automation that's an abandoned cart automation.

493
00:36:56.260 --> 00:37:00.500
For example, let's look at this one that I have set up.

494
00:37:00.500 --> 00:37:07.280
An abandoned cart is an opportunity to follow up right then and save the sale.

495
00:37:07.280 --> 00:37:10.780
You have an opportunity to follow up and save the sale.

496
00:37:10.780 --> 00:37:13.780
Now there's a couple things you can do for this.

497
00:37:13.860 --> 00:37:20.580
One, when someone, if you guys can like see my screen in my mouse, I'm going to show you something.

498
00:37:20.580 --> 00:37:22.620
This is like, I'm on the screen.

499
00:37:22.620 --> 00:37:28.380
As soon as I go off the screen and I go up here into like, you know, the, I don't know

500
00:37:28.380 --> 00:37:33.460
what you would call this, like the bar where you can see the tabs of the different website.

501
00:37:33.460 --> 00:37:41.620
As soon as I go off that and up here, my computer registers that and it's, it's called exiting

502
00:37:41.620 --> 00:37:42.660
the page.

503
00:37:42.660 --> 00:37:45.900
It's reading that I'm exiting the page.

504
00:37:45.900 --> 00:37:52.020
There's a feature that you can set where as soon as they exit the page like this before

505
00:37:52.020 --> 00:37:53.020
they exit out.

506
00:37:53.020 --> 00:37:57.860
But as soon as they scroll up like this, you can have a pop-up on the page and it pops

507
00:37:57.860 --> 00:38:00.380
up right then at this moment, like pop.

508
00:38:00.380 --> 00:38:08.060
And it says, wait, before you go, here's an extra, yes, they've set that up that way.

509
00:38:08.060 --> 00:38:12.500
Here's an extra, take an extra 10% off your order if you buy right now.

510
00:38:12.500 --> 00:38:17.260
And it's like, Ooh, an extra 10% off.

511
00:38:17.260 --> 00:38:19.020
See now I'm thinking about it.

512
00:38:19.020 --> 00:38:21.140
You might save the sale right there.

513
00:38:21.140 --> 00:38:23.300
You might save the sale right there.

514
00:38:23.300 --> 00:38:30.020
Maybe even if 10% of the sales you save, that's an extra X amount of revenue for you.

515
00:38:30.020 --> 00:38:31.020
Right?

516
00:38:31.020 --> 00:38:32.020
So that's one thing you can do.

517
00:38:32.020 --> 00:38:33.020
Boom.

518
00:38:33.020 --> 00:38:34.020
Save the sale.

519
00:38:34.020 --> 00:38:35.020
Not every industry.

520
00:38:35.020 --> 00:38:36.580
This is not a good idea for every industry.

521
00:38:36.580 --> 00:38:37.580
Okay.

522
00:38:37.580 --> 00:38:41.180
Just so you know, I'm talking specifically to Linda right now because she's e-commerce

523
00:38:41.180 --> 00:38:43.780
and e-commerce is aggressive.

524
00:38:43.780 --> 00:38:47.300
E-commerce is aggressive with your sale because remember there's a lot of competition out

525
00:38:47.300 --> 00:38:48.300
there.

526
00:38:48.300 --> 00:38:50.340
We already want to buy the items.

527
00:38:50.340 --> 00:38:53.080
It's just who's business, who's going to get our business.

528
00:38:53.080 --> 00:38:54.940
So they're really aggressive with this.

529
00:38:54.940 --> 00:38:57.500
Not all industries make sense for this.

530
00:38:57.500 --> 00:38:58.500
Okay.

531
00:38:58.500 --> 00:39:01.740
You might piss people off if you do this in the wrong industry and you might turn them

532
00:39:01.740 --> 00:39:02.740
away from you.

533
00:39:02.740 --> 00:39:06.220
Like Jerome, I don't know if it would work for real estate.

534
00:39:06.220 --> 00:39:08.480
I don't know if it would work for real estate.

535
00:39:08.480 --> 00:39:10.700
Your main concern is building trust with people.

536
00:39:10.700 --> 00:39:11.700
They're your clients.

537
00:39:11.700 --> 00:39:15.220
You have a long-term relationship, but this might rub them the wrong way, you know, e-commerce

538
00:39:15.220 --> 00:39:16.220
is different.

539
00:39:16.220 --> 00:39:17.700
So you got to know your industry.

540
00:39:17.700 --> 00:39:19.820
So, but e-commerce is aggressive.

541
00:39:19.820 --> 00:39:24.180
You can be fully aggressive because and what all they want to see are dollar signs.

542
00:39:24.180 --> 00:39:27.180
They want to see discounts and dollar signs and free shipping.

543
00:39:27.180 --> 00:39:28.820
That's what e-commerce wants to see.

544
00:39:28.820 --> 00:39:30.900
So you offer an extra discount.

545
00:39:30.900 --> 00:39:31.900
Maybe you save the sale.

546
00:39:31.900 --> 00:39:32.900
Okay.

547
00:39:32.900 --> 00:39:33.900
Whatever.

548
00:39:33.900 --> 00:39:35.260
10% isn't tantalizing enough for me.

549
00:39:35.260 --> 00:39:38.500
I'm like, sorry, I don't have the money right now, whatever.

550
00:39:38.500 --> 00:39:39.500
So I'm leaving the page.

551
00:39:39.500 --> 00:39:40.500
I exit the page.

552
00:39:41.300 --> 00:39:42.300
Okay.

553
00:39:42.300 --> 00:39:45.700
We're going to have our abandoned cart follow-up sequence.

554
00:39:45.700 --> 00:39:48.500
Here's what happens in your abandoned cart follow-up sequence.

555
00:39:48.500 --> 00:39:50.160
Something like this.

556
00:39:50.160 --> 00:39:55.260
The trigger for this, a lot of people have asked me, how do you set up an abandoned cart

557
00:39:55.260 --> 00:39:57.260
automation in Rainflow?

558
00:39:57.260 --> 00:40:00.020
And it is kind of weird because there isn't an actual trigger.

559
00:40:00.000 --> 00:40:02.040
It's like they abandoned the cart.

560
00:40:02.040 --> 00:40:04.560
Shopify has a trigger called Abandoned Cart,

561
00:40:04.560 --> 00:40:07.320
which is very nice and obvious.

562
00:40:07.320 --> 00:40:08.380
Rainflow doesn't have that.

563
00:40:08.380 --> 00:40:11.280
So what you have to do instead

564
00:40:11.280 --> 00:40:14.860
is you have to say Page View.

565
00:40:14.860 --> 00:40:17.340
So the trigger, and this actually isn't set up right,

566
00:40:17.340 --> 00:40:18.680
so this is probably someone else's,

567
00:40:18.680 --> 00:40:23.460
but you're setting up one called Page View.

568
00:40:24.560 --> 00:40:27.440
So it means if they, Funnel Website Page View,

569
00:40:27.520 --> 00:40:31.300
it means if they view the page, okay?

570
00:40:31.300 --> 00:40:33.180
If they view, and not just the page,

571
00:40:33.180 --> 00:40:35.580
but a specific step in your funnel.

572
00:40:35.580 --> 00:40:38.900
So I'm gonna say funnel is this,

573
00:40:38.900 --> 00:40:43.900
and the specific page in the funnel is this, checkout.

574
00:40:44.660 --> 00:40:47.720
If they make it to this page right here,

575
00:40:47.720 --> 00:40:50.340
then one of two things is gonna happen.

576
00:40:50.340 --> 00:40:54.300
They're going to check out, and if they check out,

577
00:40:54.300 --> 00:40:57.180
then in my checkout automation,

578
00:40:57.180 --> 00:41:01.380
I'm gonna add a tag saying that they purchased the product.

579
00:41:01.380 --> 00:41:02.980
So that's one thing that could happen.

580
00:41:02.980 --> 00:41:05.100
They could check out, and then they get a tag

581
00:41:05.100 --> 00:41:07.020
saying they purchased this product,

582
00:41:07.020 --> 00:41:10.220
or they could leave the page,

583
00:41:10.220 --> 00:41:12.540
in which case they did not check out,

584
00:41:12.540 --> 00:41:16.040
and they did not have the tag, okay?

585
00:41:16.040 --> 00:41:19.620
So this is important because I'm using tags

586
00:41:19.620 --> 00:41:22.780
to determine who abandoned cart.

587
00:41:22.780 --> 00:41:24.500
So follow the logic here.

588
00:41:24.500 --> 00:41:27.540
If they made it to the checkout page,

589
00:41:27.540 --> 00:41:29.680
and they have the tag,

590
00:41:29.680 --> 00:41:32.440
it means they made it through the checkout process,

591
00:41:32.440 --> 00:41:36.180
and I do not want to send them these emails, right?

592
00:41:36.180 --> 00:41:37.020
Right.

593
00:41:37.020 --> 00:41:38.700
If they made it to the checkout page,

594
00:41:38.700 --> 00:41:41.700
and they do not have the tag,

595
00:41:41.700 --> 00:41:45.540
it means they didn't check out, and they abandoned cart,

596
00:41:45.540 --> 00:41:49.060
and I do want to send them these emails.

597
00:41:49.060 --> 00:41:53.100
So this is how I set up my abandoned cart sequences.

598
00:41:53.100 --> 00:41:56.620
The trigger is funnel website page view.

599
00:41:56.620 --> 00:41:58.080
I say what the funnel is,

600
00:41:58.080 --> 00:42:01.940
and what is the checkout step of the funnel, okay?

601
00:42:01.940 --> 00:42:04.200
Because I need them to make it at least that far

602
00:42:04.200 --> 00:42:06.340
before I check the next part.

603
00:42:06.340 --> 00:42:08.140
And then the next thing I'm doing

604
00:42:08.140 --> 00:42:10.280
is I'm waiting for five minutes,

605
00:42:10.280 --> 00:42:11.620
because you don't want to be,

606
00:42:11.620 --> 00:42:14.300
okay, you want to be aggressive, but not too aggressive.

607
00:42:14.300 --> 00:42:16.740
So you want to just wait a few minutes, you know?

608
00:42:16.740 --> 00:42:19.620
Like they forgot about it, and so wait five minutes.

609
00:42:19.620 --> 00:42:22.780
Then I'm gonna have, the system is gonna check

610
00:42:23.460 --> 00:42:25.740
and see, does this person have the tag,

611
00:42:25.740 --> 00:42:28.080
purchased this product?

612
00:42:28.080 --> 00:42:30.740
If they do, if they have the tag,

613
00:42:30.740 --> 00:42:34.700
if tag includes purchase, they're gonna do nothing.

614
00:42:34.700 --> 00:42:37.620
We're not gonna do anything, end of conversation.

615
00:42:37.620 --> 00:42:40.220
They already bought the product, I'm not gonna bother them.

616
00:42:40.220 --> 00:42:42.180
That's gonna piss them off too.

617
00:42:42.180 --> 00:42:43.620
We don't want to bother people

618
00:42:43.620 --> 00:42:45.020
who already bought your product

619
00:42:45.020 --> 00:42:46.380
with an abandoned cart sequence.

620
00:42:46.380 --> 00:42:48.440
That's a really good way to ask for a refund.

621
00:42:48.440 --> 00:42:50.340
I'm serious, I've seen refunds happen this way.

622
00:42:50.340 --> 00:42:53.380
People don't like it when you send them too much stuff.

623
00:42:53.380 --> 00:42:56.020
If they don't have that tag,

624
00:42:56.020 --> 00:42:58.460
if their contact does not include this tag,

625
00:42:58.460 --> 00:42:59.900
I know that they abandoned cart

626
00:42:59.900 --> 00:43:01.660
and I want to send them these emails.

627
00:43:01.660 --> 00:43:03.940
So this is the rest of the automation.

628
00:43:03.940 --> 00:43:07.140
So first, I'm gonna wait two hours.

629
00:43:08.140 --> 00:43:12.140
Then, so in two hours, I'm gonna send my first email.

630
00:43:12.140 --> 00:43:14.340
So I'm gonna let a little bit of time go by.

631
00:43:14.340 --> 00:43:16.920
I'm gonna come back, and my first email,

632
00:43:16.920 --> 00:43:19.380
I'm assuming that they meant to check out

633
00:43:19.380 --> 00:43:22.140
and they just simply forgot because they got busy, right?

634
00:43:22.140 --> 00:43:23.700
Because that could be the case.

635
00:43:23.700 --> 00:43:25.580
So it's just, did you forget?

636
00:43:25.580 --> 00:43:29.060
Hey, notice that you checked out this product recently

637
00:43:29.060 --> 00:43:31.620
but you didn't finish purchasing.

638
00:43:31.620 --> 00:43:33.300
Blah, blah, blah, blah, blah.

639
00:43:33.300 --> 00:43:35.700
You know, funny copy, blah, blah, whatever.

640
00:43:35.700 --> 00:43:37.700
Throw your voice in here, blah, blah, blah.

641
00:43:37.700 --> 00:43:41.540
And then, very important, you want to give them the link,

642
00:43:41.540 --> 00:43:43.500
give them the link where they can finish

643
00:43:43.500 --> 00:43:44.740
the checkout process.

644
00:43:44.740 --> 00:43:46.700
I don't think I even put it in here,

645
00:43:46.700 --> 00:43:50.140
but I want to give them the link to that specific step.

646
00:43:50.140 --> 00:43:51.820
I don't want to make them go through

647
00:43:51.820 --> 00:43:53.220
the beginning of the funnel again

648
00:43:53.220 --> 00:43:54.420
where they have to enter information.

649
00:43:54.420 --> 00:43:57.480
I want to send them directly to the checkout page

650
00:43:57.480 --> 00:43:58.820
so that they can just finish the process

651
00:43:58.820 --> 00:44:00.620
right there, right away.

652
00:44:00.620 --> 00:44:03.220
You can get a link to each step of the funnel

653
00:44:03.220 --> 00:44:05.220
so you can actually do that.

654
00:44:05.220 --> 00:44:07.860
And then, basically same thing.

655
00:44:07.860 --> 00:44:12.860
I'm gonna send them, so every other day or every day,

656
00:44:13.060 --> 00:44:14.820
I'm gonna keep sending them that email.

657
00:44:14.820 --> 00:44:18.540
So I'm gonna wait one day, send them email number two.

658
00:44:18.540 --> 00:44:20.220
Then I'm gonna wait one more day,

659
00:44:20.220 --> 00:44:22.980
send them email number three, okay?

660
00:44:22.980 --> 00:44:27.380
I'm gonna keep waiting, keep following up with them.

661
00:44:27.380 --> 00:44:30.580
Again, e-commerce businesses can be pretty aggressive.

662
00:44:30.580 --> 00:44:33.360
So I only have three follow-up emails.

663
00:44:33.360 --> 00:44:34.660
That's pretty tame.

664
00:44:34.660 --> 00:44:38.780
I've seen businesses do as many as 10 follow-up emails.

665
00:44:38.780 --> 00:44:41.060
You want to decide what feels right for your business.

666
00:44:41.060 --> 00:44:43.700
And eventually, when you start doing this,

667
00:44:43.700 --> 00:44:45.340
you can start tracking the data.

668
00:44:45.340 --> 00:44:48.860
And you can see, on average, people who abandon car

669
00:44:48.860 --> 00:44:52.380
end up buying on the fourth follow-up email.

670
00:44:52.380 --> 00:44:54.400
So that's how many it takes, you know?

671
00:44:54.400 --> 00:44:56.700
So you'll eventually have data for this,

672
00:44:56.700 --> 00:44:58.840
but you can send as many as you want.

673
00:44:58.840 --> 00:45:00.140
Now here's something else.

674
00:45:00.000 --> 00:45:05.680
important. I really set this up wrong because this is not how I set this up, but here's what you don't

675
00:45:05.680 --> 00:45:12.800
want to do. Let's say I send the first follow-up email, okay, and they buy. They click the link and

676
00:45:12.800 --> 00:45:21.520
they finish checking out, right? If they do that and they keep getting the next email saying that,

677
00:45:21.520 --> 00:45:24.960
hey, you forgot to check out, hey, go check out, hey, how do you think they're going to feel?

678
00:45:25.600 --> 00:45:29.120
They're going to be kind of annoyed probably because they're like, I already bought,

679
00:45:29.120 --> 00:45:35.840
stop sending me the emails, right? So here's how you avoid that. You can add an action called

680
00:45:35.840 --> 00:45:45.040
goal event, goal event, okay? Now this is how this action works. When a contact meets the conditions

681
00:45:45.040 --> 00:45:51.920
of a goal event, they'll jump straight to the goal regardless of where they were in the workflow

682
00:45:51.920 --> 00:45:58.800
and continue from the goal event. So it's a way for them to skit over everything else by saying,

683
00:45:58.800 --> 00:46:06.400
hey, the goal of all these actions preceding it is to get them to do this. Once they do this,

684
00:46:06.400 --> 00:46:13.200
jump them straight to here, right? That's a goal event. It's extremely useful. So what I would do

685
00:46:13.200 --> 00:46:18.400
for this goal event, okay, let's see if you can figure out how I'd set this up. Remember,

686
00:46:18.400 --> 00:46:26.640
the goal here is that they purchase the product. What can I say is the purpose of this goal event?

687
00:46:26.640 --> 00:46:29.920
What do I want to make my goal if that's what I want them to do?

688
00:46:31.600 --> 00:46:33.680
Would it be more like a thank you email?

689
00:46:35.200 --> 00:46:40.960
That's a really good idea. Even more reliable than that though would be a tag.

690
00:46:41.920 --> 00:46:42.480
Okay.

691
00:46:42.480 --> 00:46:44.800
So what tag would I want to make my goal?

692
00:46:45.680 --> 00:46:49.040
Yeah, that they purchased, yeah, that they purchased the product.

693
00:46:49.040 --> 00:46:55.280
Yes. This same exact tag that I have up here, the one that's filtering who I send it to,

694
00:46:55.360 --> 00:47:01.840
same tag. I'm going to say, hey, the goal of this event is not that they received an email,

695
00:47:01.840 --> 00:47:08.800
but you could do that. But I would say more reliable would be a tag gets added to them.

696
00:47:09.680 --> 00:47:14.480
And that tag is going to be, and I'm going to tell it what I want. I want this one,

697
00:47:15.120 --> 00:47:22.320
the same tag that's up here. When a contact gets this tag added to them, it's immediately,

698
00:47:22.320 --> 00:47:26.160
wherever they are in this process here, it's immediately going to skip over everything,

699
00:47:26.160 --> 00:47:30.960
jump to here. And then what's the next step? End. The sequence is over.

700
00:47:32.160 --> 00:47:37.760
If I wanted to add other action steps after that, I could. But the purpose of an abandoned cart

701
00:47:37.760 --> 00:47:43.760
sequence is to get them to buy. Once I got them to buy, this automation is done. It's done its job.

702
00:47:45.120 --> 00:47:50.160
So this is what's happening in the backend. Okay. And our customers only made it to step two.

703
00:47:51.040 --> 00:47:57.760
And all that's done on the back. Yes. So for the goal event, since this is in the end of,

704
00:47:57.760 --> 00:48:03.600
like you put it in the end of the third email, would it automatically pick for the first,

705
00:48:04.160 --> 00:48:10.560
if they trigger, if they buy from the first email itself, since the sequence is like first,

706
00:48:10.560 --> 00:48:15.600
it's at the bottom of the third, it's still, it will be sensed by the first one.

707
00:48:15.600 --> 00:48:22.160
Because your three goes like a sequential way, right? Would it still be active for the,

708
00:48:23.040 --> 00:48:27.840
or do we have to put it after every email sequence that goal?

709
00:48:27.840 --> 00:48:36.160
No, not necessary. Not necessary. You want to put the goal event at the end of all of the actions

710
00:48:36.160 --> 00:48:41.280
that it might take to lead up to that goal of it. And then no matter where they are in that

711
00:48:41.280 --> 00:48:45.200
sequence, they will jump straight to the goal as soon as they meet the conditions.

712
00:48:46.000 --> 00:48:54.560
Okay. Is there anything we need to specify up in the, in the three or the tag purchase tag or the

713
00:48:54.560 --> 00:49:01.680
goal event only will have the purchase tag to capture this on in any, you know, any point of

714
00:49:01.680 --> 00:49:09.520
time? Yes. The goal of it only. Yep. Only the goal of it needs the tag. And so basically this

715
00:49:10.400 --> 00:49:16.480
automation, when I add this goal event, it's kind of telling the automation, Hey,

716
00:49:16.480 --> 00:49:22.880
I want you to look for this tag. The entire time you're sending these actions, you're looking for

717
00:49:22.880 --> 00:49:28.240
this tag. Everything preceding it, it's looking for the tag. And as soon as it sees that tag,

718
00:49:28.240 --> 00:49:35.440
it's skipping the rest and going straight here. So this is a pretty like, um, this is a more

719
00:49:35.440 --> 00:49:40.960
premium step right here because it's like, it's, it's smart. It's looking for it the entire time.

720
00:49:41.680 --> 00:49:46.960
It's looking for it up here and it's looking for it down here. So you don't need to add any

721
00:49:46.960 --> 00:49:54.080
specific tagging and stuff into the emails and things like that. Okay, cool. So if the person

722
00:49:54.080 --> 00:49:59.760
person purchases right away, they're going to just jump to the goal. Yep. So let's say I get the first

723
00:50:00.000 --> 00:50:02.880
Now I buy and it's like, Oh, there's that tag.

724
00:50:02.880 --> 00:50:06.480
So I'm skip, skip, skip, skip, skip going straight here.

725
00:50:06.520 --> 00:50:07.720
And then the next thing is end.

726
00:50:07.720 --> 00:50:08.320
So that's it.

727
00:50:08.360 --> 00:50:09.640
I won't get any more emails.

728
00:50:10.360 --> 00:50:13.600
As far as I know, as the customer it's smooth.

729
00:50:13.600 --> 00:50:17.720
And like, you know, some, someone was very intelligent and knew that I bought

730
00:50:17.720 --> 00:50:22.680
this and stop sending me emails from your perspective, the automation followed

731
00:50:22.760 --> 00:50:25.120
it's programming and it did what it's supposed to do.

732
00:50:25.600 --> 00:50:26.100
Yeah.

733
00:50:26.740 --> 00:50:32.700
It's a very useful feature that once you understand how to use it, you can really

734
00:50:32.700 --> 00:50:35.740
customize and control your automations very well.

735
00:50:36.380 --> 00:50:40.660
You can, because the whole purpose of goal of it is like, Hey, the purpose of

736
00:50:40.660 --> 00:50:46.500
this automation is to get this person to take this action and once they take this

737
00:50:46.500 --> 00:50:48.700
action, I want to do something else.

738
00:50:48.980 --> 00:50:52.220
So for example, let's say I have multiple actions.

739
00:50:52.220 --> 00:50:54.060
I want them to take action.

740
00:50:54.060 --> 00:50:56.540
Number one is goal of that number one.

741
00:50:56.540 --> 00:51:00.100
And then I can have more actions and a second goal of it.

742
00:51:00.180 --> 00:51:02.540
If I have a second action, I want them to take.

743
00:51:03.500 --> 00:51:06.340
So you can like stack goal events on top of each other.

744
00:51:06.620 --> 00:51:09.220
If you have multiple actions, you want them to take.

745
00:51:10.420 --> 00:51:13.260
So let's say they were introduced.

746
00:51:13.420 --> 00:51:13.920
Sorry.

747
00:51:14.060 --> 00:51:15.060
Go ahead, Linda.

748
00:51:15.300 --> 00:51:18.300
Let's say they were interested in more than one product and

749
00:51:18.300 --> 00:51:20.060
they only bought one product.

750
00:51:20.420 --> 00:51:24.020
When you get to the goal event, can you have whatever tag you

751
00:51:24.020 --> 00:51:25.540
had on that second product?

752
00:51:26.820 --> 00:51:30.220
Um, I don't know.

753
00:51:30.220 --> 00:51:34.300
Send them some type of emails, you know, pledging their interest.

754
00:51:34.300 --> 00:51:35.100
I know what you're saying.

755
00:51:36.300 --> 00:51:37.580
Here's how I would do that.

756
00:51:37.620 --> 00:51:39.900
I'll answer this question and then Grima, hold on to your

757
00:51:39.900 --> 00:51:41.140
question. I'll come back to you.

758
00:51:41.780 --> 00:51:42.280
Here.

759
00:51:42.300 --> 00:51:44.940
Now you're asking an advanced question and I like it, Linda,

760
00:51:44.940 --> 00:51:46.100
because this is really good.

761
00:51:46.460 --> 00:51:47.500
Here's what I would do.

762
00:51:48.020 --> 00:51:52.020
I would end this automation and I would add a step here that

763
00:51:52.020 --> 00:51:56.260
says, okay, when they, hold on, let me find the step I want.

764
00:51:56.620 --> 00:51:57.120
Okay.

765
00:51:57.260 --> 00:52:00.820
When they buy this product, which is the purpose of this

766
00:52:00.820 --> 00:52:02.220
abandon cart sequence.

767
00:52:02.540 --> 00:52:06.500
And I know that there's another product that goes really well

768
00:52:06.500 --> 00:52:07.340
with this product.

769
00:52:08.020 --> 00:52:10.820
And I want to start sending them emails about that product.

770
00:52:10.820 --> 00:52:12.380
It'd be really good companion.

771
00:52:12.380 --> 00:52:14.740
You know, did you know that the earrings are coming at set?

772
00:52:14.740 --> 00:52:16.700
The necklace, you gotta have a thing, right?

773
00:52:16.900 --> 00:52:22.780
So then I want to add a new workflow, a new automation, which

774
00:52:22.820 --> 00:52:26.980
is an email marketing sequence for that second product.

775
00:52:27.020 --> 00:52:27.520
Okay.

776
00:52:27.860 --> 00:52:30.940
So I'm going to do that in a different automation where I can

777
00:52:30.940 --> 00:52:34.780
kind of build all that out differently, but I can add them

778
00:52:34.780 --> 00:52:37.340
to that workflow at the end of this one.

779
00:52:37.420 --> 00:52:39.700
It's a step called add to workflow.

780
00:52:39.980 --> 00:52:43.220
So as soon as at the, you know, they reach this goal of it, the

781
00:52:43.220 --> 00:52:45.700
next step is I'm going to put them in that other workflow.

782
00:52:45.700 --> 00:52:47.820
So I would go find the name of that workflow.

783
00:52:47.860 --> 00:52:48.220
Sure.

784
00:52:48.220 --> 00:52:52.100
This one, bam, then it's going to add into that workflow automatically.

785
00:52:52.100 --> 00:52:56.540
And that workflow, let's say is a lot like this one where it says,

786
00:52:57.660 --> 00:53:00.060
again, if they've already purchased the product, I don't

787
00:53:00.060 --> 00:53:01.100
want to send them these emails.

788
00:53:01.100 --> 00:53:05.500
So I'm going to have this condition again, where I say, if the tag

789
00:53:05.500 --> 00:53:09.380
does not include this new product, then send them these marketing

790
00:53:09.380 --> 00:53:14.700
emails, wait one hour, or maybe wait a day, maybe wait two days

791
00:53:14.700 --> 00:53:17.420
after they purchased, whatever you want, and then send them

792
00:53:17.420 --> 00:53:18.540
the first marketing email.

793
00:53:18.540 --> 00:53:20.020
And you could have a whole series.

794
00:53:20.020 --> 00:53:26.020
You could have seven, 10, 12 email marketing just for that specific

795
00:53:26.020 --> 00:53:29.620
product that is a companion, and you can have a separate goal event

796
00:53:29.620 --> 00:53:32.260
in that one where it's like goal of it here is that they buy

797
00:53:32.260 --> 00:53:34.060
this companion product, right?

798
00:53:34.660 --> 00:53:38.860
And so I would have, you can like link workflows to each other,

799
00:53:39.220 --> 00:53:44.380
but at you have an add to workflow and also a remove from workflow.

800
00:53:44.380 --> 00:53:48.980
So I can add a step into a workflow to add them to another one or to

801
00:53:48.980 --> 00:53:51.300
remove them from one anytime I want.

802
00:53:51.780 --> 00:53:53.820
So I would link workflows together like that.

803
00:53:54.220 --> 00:53:54.540
Right.

804
00:53:54.580 --> 00:53:58.820
How, how would you get to know, let's say your customer, because

805
00:53:58.820 --> 00:54:03.180
of course we're dealing with people's anniversaries and a birthday.

806
00:54:04.180 --> 00:54:10.020
Oh, husband, the wife, can you deal with that end of it?

807
00:54:10.540 --> 00:54:11.500
Yes.

808
00:54:11.540 --> 00:54:13.180
That's an excellent question.

809
00:54:13.180 --> 00:54:13.540
Yes.

810
00:54:13.540 --> 00:54:14.740
I love that question.

811
00:54:15.220 --> 00:54:16.620
So here's what I would do for that.

812
00:54:17.140 --> 00:54:19.100
You need to collect that information from them.

813
00:54:19.100 --> 00:54:25.100
So when they first come into the funnel and you know, they're putting in their

814
00:54:25.100 --> 00:54:30.420
information, their name, their email, and all of that, add in when what's your

815
00:54:30.420 --> 00:54:32.500
birthday and what's your anniversary.

816
00:54:32.540 --> 00:54:35.300
Ask them to provide those dates to you.

817
00:54:35.540 --> 00:54:35.940
Right.

818
00:54:35.940 --> 00:54:36.340
Okay.

819
00:54:36.740 --> 00:54:37.180
Yes.

820
00:54:37.260 --> 00:54:43.300
And once you have those dates, I can start using them in my workflows.

821
00:54:43.500 --> 00:54:48.620
I'm pretty sure there is a, let me find this.

822
00:54:48.860 --> 00:54:54.660
So, so let's say a couple of months out, we can then start sending them emails

823
00:54:54.660 --> 00:54:59.860
regarding some type of gift for their spouse.

824
00:55:00.000 --> 00:55:07.840
percent yes so what you're asking is called um okay let me explain something about forms really

825
00:55:07.840 --> 00:55:13.200
quick when someone fills out a form all of the different pieces of information that they fill

826
00:55:13.200 --> 00:55:19.360
out are called fields so there's a name field there's an email field there's a phone number

827
00:55:19.360 --> 00:55:26.400
field some of these fields are are basic are generic because you know we always have these

828
00:55:26.400 --> 00:55:33.760
fields like name email phone number things like that you can also create custom fields

829
00:55:34.560 --> 00:55:39.840
let me show you where you would do that really quick you can create custom fields for things

830
00:55:40.560 --> 00:55:46.400
for information that is going to be something you regularly collect as a part of your business

831
00:55:46.400 --> 00:55:53.440
so for you i would want to come in my settings go to custom fields and i would create a custom field

832
00:55:53.440 --> 00:56:00.000
for anniversary date and birth date so i would create field and you basically fill out what kind

833
00:56:00.000 --> 00:56:08.720
of field it is so this would be a date picker field okay and i want to add this field i want

834
00:56:08.720 --> 00:56:14.880
to when it says add to object it's saying where what do you want this information to be connected

835
00:56:14.880 --> 00:56:21.440
to or linked to i want it connected to a contact so i know it's this person's birthday or anniversary

836
00:56:21.520 --> 00:56:29.680
field name would be anniversary okay and then once i click save this is now a field that i

837
00:56:29.680 --> 00:56:38.640
can put on my forms okay then once i have that field in my forms and i start collecting that

838
00:56:38.640 --> 00:56:46.000
information i'll show you where you can see it in the contacts section you'll click when i like

839
00:56:46.000 --> 00:56:52.480
click on someone's name for example if i scroll down here i can see all the tags that have been

840
00:56:52.480 --> 00:56:59.120
added to this person and i can see all the fields of information i've collected from them so first

841
00:56:59.120 --> 00:57:06.000
name last name email okay blah blah this is a custom field see this this is a custom field

842
00:57:06.000 --> 00:57:11.280
i used to have an e-commerce brand selling dog products and one of the things i collected was

843
00:57:11.280 --> 00:57:17.520
their dog's name yes so i could like do cute things like oh how's charlie doing whatever so

844
00:57:17.520 --> 00:57:23.680
this is a custom field i created so you could have your anniversary birth date i can use this

845
00:57:23.680 --> 00:57:29.360
information in an automation and say when this date is approaching two months out or whatever

846
00:57:29.360 --> 00:57:35.680
start sending them this sequence i can use this in an automation it's called you so the same way

847
00:57:35.680 --> 00:57:41.360
that i can like use tags to say like if this person has this tag do this i can say if this

848
00:57:41.360 --> 00:57:47.840
person's custom field is blank do this it's like another trigger that you can use right okay that's

849
00:57:47.840 --> 00:57:54.240
what i would do for what you're asking okay okay let me go back to garima's question the follow-up

850
00:57:54.240 --> 00:58:02.160
on that automation thing yeah this is so cool megan so i just want to know just to clear up

851
00:58:02.160 --> 00:58:09.840
in my head the logic where do you introduce the purchase uh tag to begin with and then introduce

852
00:58:09.840 --> 00:58:16.560
and then you use it in your abandoned cart where do you first introduce that tag okay in a separate

853
00:58:16.560 --> 00:58:24.000
automation so i have a separate automation that is for purchase product and so it basically is

854
00:58:24.000 --> 00:58:29.600
like if they fill out this order form they complete the order form it means they bought

855
00:58:29.600 --> 00:58:35.200
this product so add tag purchase products right so it's actually a separate automation

856
00:58:35.840 --> 00:58:43.840
and so the abandoned cart is basically saying if they made it to the abandoned cart page and they

857
00:58:43.840 --> 00:58:48.880
have the purchase tag it means they finished checkout and we don't want to send them the

858
00:58:48.880 --> 00:58:55.040
abandoned cart emails if they made it to the checkout page but they do not have this tag

859
00:58:55.040 --> 00:58:58.800
it means they abandoned cart because they didn't finish the checkout process

860
00:58:59.520 --> 00:59:04.560
so you create uh the if you create a tag in a separate automation it is still visible

861
00:59:05.120 --> 00:59:11.440
in the in a step like a two different automation so you created the tag in your purchase automation

862
00:59:11.440 --> 00:59:18.160
but you can still it still be visible to the abandoned cart automation so is it a universe

863
00:59:18.160 --> 00:59:25.200
yes because think about it and this is exactly why i have the wait five minutes step here okay

864
00:59:25.840 --> 00:59:33.680
i need to give time for the other automation to finish completing it can before this one happens

865
00:59:33.680 --> 00:59:40.480
because if they let's just say like think about the process of a customer okay i'm on the i'm on

866
00:59:40.480 --> 00:59:46.880
the checkout page right i'm on the page and i'm like oh okay so i'm on the checkout page right

867
00:59:46.880 --> 00:59:53.600
there this automation is kicking off right now it's saying the remember the trigger is page view

868
00:59:54.160 --> 00:59:59.840
so as soon as i as a customer have viewed that page this automation gets triggered right away

869
01:00:00.000 --> 01:00:06.480
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

870
01:00:06.480 --> 01:00:11.160
I got to go walk to the other room. I got to get my card. I got to put in my information

871
01:00:11.160 --> 01:00:14.880
I might need a few minutes. Honestly five minutes might be kind of

872
01:00:15.480 --> 01:00:20.940
Might be not very much. Maybe I should make it maybe ten minutes. Yeah, maybe maybe, you know

873
01:00:22.360 --> 01:00:24.360
And you gotta help them in the bathroom

874
01:00:24.880 --> 01:00:31.160
Right, I might need a second to finish checkout, so I'm gonna give 15 minutes or so for them to

875
01:00:31.760 --> 01:00:34.760
Have the opportunity to finish the checkout process

876
01:00:34.880 --> 01:00:40.960
Yeah, and for the that other automation to do its job and to add the purchase tag, right?

877
01:00:41.400 --> 01:00:45.220
Then the next step is it's looking for that time now

878
01:00:45.220 --> 01:00:49.160
It's looking for that time if after 15 minutes, it does not see the tag

879
01:00:49.160 --> 01:00:53.660
I'm assuming that they've abandoned cart and this process begins

880
01:00:53.840 --> 01:00:59.980
so that's what the purpose of this weight is is for that other automation to finish its work because

881
01:01:00.600 --> 01:01:04.800
Will be visible on the contact name as soon as they check out. I

882
01:01:05.520 --> 01:01:07.520
Got it. Okay now I get it

883
01:01:08.400 --> 01:01:14.240
Okay, I was trying to figure out how is the tag picked up now I get it. Okay. Yes. It's a good question

884
01:01:14.320 --> 01:01:17.120
These are the right questions to ask because it's like you're

885
01:01:17.560 --> 01:01:23.480
Understanding how the automations work and how you can like layer them together to work, right?

886
01:01:23.480 --> 01:01:29.560
Yeah, they're all like you have to think about this as like a machine as soon as this happens

887
01:01:29.560 --> 01:01:34.040
This automation is triggered. It's running at the same time as other automations

888
01:01:34.320 --> 01:01:38.400
So if you have like one automation, that's like this needs to happen first

889
01:01:39.400 --> 01:01:45.680
Before this one, you know starts its process the easiest way to do that is by using the wait feature

890
01:01:46.040 --> 01:01:52.440
So it's like yeah, you wait to give the other automations a chance to finish and then keep going

891
01:01:52.440 --> 01:01:58.640
So once you kind of learn those little tricks, you can really layer all these things together really nicely

892
01:01:59.080 --> 01:02:03.920
Yeah, because we don't want this to be kicking before they they make that decision

893
01:02:04.880 --> 01:02:07.800
This is kicked in and then they buy it already

894
01:02:10.080 --> 01:02:17.240
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

895
01:02:17.240 --> 01:02:21.080
And they're still in the middle of checking out. They're gonna be like what the heck like, yeah

896
01:02:25.080 --> 01:02:30.640
Yeah, but remember this this is our failsafe this goal event is our failsafe because

897
01:02:30.960 --> 01:02:34.200
If they ever get the tag added at any point

898
01:02:34.200 --> 01:02:40.560
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

899
01:02:40.920 --> 01:02:42.480
So this is kind of like that

900
01:02:42.480 --> 01:02:47.400
It's kind of your failsafe of like and I also have a wait here

901
01:02:47.400 --> 01:02:54.240
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?

902
01:02:54.320 --> 01:02:57.840
So there's a really a long period of time that they have here

903
01:02:58.080 --> 01:03:01.600
To you know, if they get distracted or everything come back

904
01:03:01.600 --> 01:03:06.440
I'm giving them a lot of time to check out on their own before I start nudging them

905
01:03:06.440 --> 01:03:12.400
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

906
01:03:14.960 --> 01:03:22.560
Paying attention to other like I'll put things in carts and I'll get an abandoned car. Oh, yeah

907
01:03:23.400 --> 01:03:28.760
Attention to how much time it took them to send me an abandoned car

908
01:03:28.800 --> 01:03:32.720
It's fascinating once you like know kind of how it works on the back end

909
01:03:32.720 --> 01:03:39.400
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

910
01:03:39.400 --> 01:03:43.480
Are super aggressive. I mean they've sent me five emails in the first hour and I am like

911
01:03:44.240 --> 01:03:46.200
I'm all for aggressive marketing

912
01:03:46.200 --> 01:03:51.200
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

913
01:03:51.200 --> 01:03:54.160
Need to maybe you need some help. Maybe you need some advice

914
01:03:57.480 --> 01:04:03.880
You you learn and you may like have a brand you really like how they do things and you learn something from that

915
01:04:03.880 --> 01:04:07.840
You're like, oh, I think I'm gonna try that. I like I like how they did that, you know, so

916
01:04:08.840 --> 01:04:10.800
Yeah

917
01:04:10.800 --> 01:04:11.920
well

918
01:04:11.920 --> 01:04:14.240
This is fun fun rain for the conversation

919
01:04:14.280 --> 01:04:16.880
This is again like we're just scratching the surface here

920
01:04:16.880 --> 01:04:23.840
But I really want you guys to see how like automations is really the key to leveling up

921
01:04:24.320 --> 01:04:25.880
Everything you do

922
01:04:25.880 --> 01:04:31.600
every other thing on this platform can be connected to automations and that is just

923
01:04:31.920 --> 01:04:35.320
insanely leveling up what you're doing and how efficiently you're working and

924
01:04:35.960 --> 01:04:42.520
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

925
01:04:42.640 --> 01:04:48.920
So just keep that in mind as you're like building stuff and thinking through like Linda you're doing the exact right thing

926
01:04:48.920 --> 01:04:52.880
She's thinking through what her customers really do or what?

927
01:04:53.840 --> 01:04:56.840
She's like, oh if they bought this I want them to buy this

928
01:04:56.840 --> 01:05:00.120
I want to send them emails a couple months ahead of their anniversary

929
01:05:00.000 --> 01:05:02.460
Great, how do I make that happen on Rainflow?

930
01:05:02.460 --> 01:05:04.900
That's how you should be thinking about your business.

931
01:05:04.900 --> 01:05:07.820
I want this, how do I build that on Rainflow?

932
01:05:07.820 --> 01:05:11.660
So, yeah, good stuff guys.

933
01:05:11.660 --> 01:05:12.500
Well, thank you.

934
01:05:12.500 --> 01:05:14.780
I think I'm going to, it's so funny

935
01:05:14.780 --> 01:05:16.860
cause you're not the first person that said,

936
01:05:16.860 --> 01:05:20.780
stop looking at instructional videos, just dive in.

937
01:05:20.780 --> 01:05:23.620
Oh yes, especially with AI, like,

938
01:05:23.620 --> 01:05:25.420
you know what you could do?

939
01:05:25.420 --> 01:05:26.700
I'm not sharing my screen anymore,

940
01:05:26.700 --> 01:05:30.140
but on the workflows, there's a build using AI.

941
01:05:30.140 --> 01:05:32.180
You can have a conversation with it

942
01:05:32.180 --> 01:05:33.820
just like you did with me, Linda,

943
01:05:33.820 --> 01:05:35.220
where you can say, you know,

944
01:05:35.220 --> 01:05:37.140
I have a high-end jewelry business

945
01:05:37.140 --> 01:05:40.500
and I want to send out marketing emails

946
01:05:40.500 --> 01:05:41.820
to someone a couple months ahead

947
01:05:41.820 --> 01:05:43.060
of their birthday and anniversary

948
01:05:43.060 --> 01:05:44.900
and other important dates.

949
01:05:44.900 --> 01:05:46.540
How can I build a workflow for this?

950
01:05:46.540 --> 01:05:48.340
And it will just start talking to you

951
01:05:48.340 --> 01:05:51.360
and like explaining things to you

952
01:05:51.360 --> 01:05:54.920
because, you know, this knows the machine better than you do

953
01:05:54.920 --> 01:05:58.360
so it can explain to you a way that you could try that

954
01:05:58.360 --> 01:06:01.200
and you don't have to like come up with it on your own.

955
01:06:01.200 --> 01:06:04.200
So definitely use those AI features

956
01:06:04.200 --> 01:06:06.640
to help you accomplish what you want.

957
01:06:06.640 --> 01:06:08.000
Yeah, definitely, thank you.

958
01:06:08.000 --> 01:06:12.700
Megan, how would you send like specific emails

959
01:06:12.700 --> 01:06:17.240
for days like Mother's Day or like these events

960
01:06:17.240 --> 01:06:19.360
and you want to, you know,

961
01:06:19.360 --> 01:06:21.800
maybe Memorial Day is coming up now.

962
01:06:21.800 --> 01:06:24.440
So I have my, what would you do?

963
01:06:24.440 --> 01:06:26.280
What would you suggest me to do?

964
01:06:26.280 --> 01:06:29.040
So you could do it in an automation,

965
01:06:29.040 --> 01:06:31.120
but for, so for Linda,

966
01:06:31.120 --> 01:06:32.800
I'm telling her to do it in automation

967
01:06:32.800 --> 01:06:35.960
because those dates are custom to the person,

968
01:06:35.960 --> 01:06:37.920
like anniversary, birthday,

969
01:06:37.920 --> 01:06:41.360
but for like national holidays that never change,

970
01:06:41.360 --> 01:06:43.600
simpler than doing it in an automation

971
01:06:43.600 --> 01:06:46.460
would just be doing an email campaign.

972
01:06:46.460 --> 01:06:49.320
So I would, this is under the marketing tab.

973
01:06:49.320 --> 01:06:51.160
So if you click on marketing emails,

974
01:06:51.160 --> 01:06:53.400
you can build out an email campaign

975
01:06:53.400 --> 01:06:56.160
and schedule it around specific dates.

976
01:06:56.160 --> 01:06:59.560
So if I want to do like a big sale for Memorial Day,

977
01:06:59.560 --> 01:07:03.560
I'm going to create maybe a seven or 10 day email campaign

978
01:07:03.560 --> 01:07:06.640
and schedule it for the dates around Memorial Day.

979
01:07:06.640 --> 01:07:09.240
That's going to be simpler and probably better

980
01:07:09.240 --> 01:07:12.260
because the holidays change from year to year.

981
01:07:12.260 --> 01:07:14.760
So you're going to have to change the dates every year,

982
01:07:14.760 --> 01:07:15.600
right?

983
01:07:15.600 --> 01:07:18.080
So email campaign would be better.

984
01:07:18.080 --> 01:07:19.760
Do we have a video on that?

985
01:07:19.760 --> 01:07:21.600
Did you make a video in that?

986
01:07:21.600 --> 01:07:22.560
There is a video.

987
01:07:22.560 --> 01:07:25.440
There's a basic video covering like email campaigns

988
01:07:25.440 --> 01:07:28.720
in general and under the email marketing section

989
01:07:28.720 --> 01:07:30.040
in the course.

990
01:07:30.040 --> 01:07:30.880
Okay.

991
01:07:30.880 --> 01:07:33.720
It's a lot simpler than creating an automation.

992
01:07:33.720 --> 01:07:37.560
It's literally a straightforward as design your emails,

993
01:07:37.560 --> 01:07:39.360
schedule them on the dates you want.

994
01:07:39.360 --> 01:07:40.820
That's it.

995
01:07:40.820 --> 01:07:41.660
Okay.

996
01:07:41.660 --> 01:07:44.800
Emails and automations are better for like evergreen,

997
01:07:44.800 --> 01:07:47.440
things that you want to happen all the time

998
01:07:47.440 --> 01:07:49.680
or things like what Linda was saying.

999
01:07:50.520 --> 01:07:52.520
I need an automation for it because it's a custom date

1000
01:07:52.520 --> 01:07:56.000
according to the customer, like it's specific to them.

1001
01:07:56.000 --> 01:07:59.320
If it's like a holiday or I just want to do a sale

1002
01:07:59.320 --> 01:08:01.760
for everyone for the next month or whatever,

1003
01:08:01.760 --> 01:08:03.360
I can just do an email campaign for that

1004
01:08:03.360 --> 01:08:05.000
and it's a lot simpler.

1005
01:08:05.000 --> 01:08:09.920
So yeah, because for Linda it has to check the database

1006
01:08:09.920 --> 01:08:12.920
and pick it up from backend and get those dates

1007
01:08:12.920 --> 01:08:15.080
and then run the workflow, right?

1008
01:08:15.080 --> 01:08:17.439
So she needs that kind of a setup.

1009
01:08:17.439 --> 01:08:18.279
Exactly.

1010
01:08:18.319 --> 01:08:19.520
Right, yeah.

1011
01:08:19.520 --> 01:08:23.160
So in terms of the yearly holiday,

1012
01:08:23.160 --> 01:08:26.319
I would need to do the same thing like Mother's Day,

1013
01:08:26.319 --> 01:08:28.960
Father's Day, those type of email campaigns.

1014
01:08:28.960 --> 01:08:30.060
Yeah, for sure.

1015
01:08:30.060 --> 01:08:31.859
And you absolutely should.

1016
01:08:31.859 --> 01:08:35.040
Email campaign is like the simplest way

1017
01:08:35.040 --> 01:08:36.840
to start your email marketing

1018
01:08:36.840 --> 01:08:39.359
because it's basically sending emails

1019
01:08:39.359 --> 01:08:42.240
but it allows you to schedule it at a certain date

1020
01:08:42.240 --> 01:08:46.600
and it has a custom editor

1021
01:08:46.640 --> 01:08:48.600
so you can make them fancy and stuff.

1022
01:08:48.600 --> 01:08:49.840
But that's email marketing.

1023
01:08:49.840 --> 01:08:52.540
It's much simpler than building an automation,

1024
01:08:52.540 --> 01:08:53.800
much simpler than that.

1025
01:08:53.800 --> 01:08:57.319
So you guys will get the hang of it right away.

1026
01:08:58.880 --> 01:09:00.960
I would just a word of advice on that.

1027
01:09:00.960 --> 01:09:02.040
I know it's so tempting

1028
01:09:02.040 --> 01:09:04.760
like build these beautiful emails and stuff.

1029
01:09:04.760 --> 01:09:07.840
The better thing to do is to keep it simple.

1030
01:09:07.840 --> 01:09:09.319
Don't use a lot of graphics.

1031
01:09:09.319 --> 01:09:12.000
Don't use any graphics if you can avoid it

1032
01:09:12.000 --> 01:09:14.540
because heavy graphics go to spam.

1033
01:09:14.540 --> 01:09:16.080
It doesn't end up...

1034
01:09:16.600 --> 01:09:17.420
And the most important thing

1035
01:09:17.420 --> 01:09:19.840
with email marketing is open rates.

1036
01:09:19.840 --> 01:09:21.319
You need people to see it

1037
01:09:21.319 --> 01:09:23.200
so you want it to land in their inbox.

1038
01:09:23.200 --> 01:09:26.160
If you're sending lots of graphics and stuff like that,

1039
01:09:26.160 --> 01:09:28.240
you're getting in spam and people aren't seeing it

1040
01:09:28.240 --> 01:09:29.600
and that's what you don't want.

1041
01:09:29.600 --> 01:09:32.399
So try to keep it simple.

1042
01:09:32.399 --> 01:09:35.640
Simple is honestly better for a lot of reasons.

1043
01:09:35.640 --> 01:09:37.120
We're more likely to read it.

1044
01:09:38.800 --> 01:09:40.120
Can you get graphic heavy

1045
01:09:40.120 --> 01:09:43.359
after you've developed that relationship with them

1046
01:09:43.359 --> 01:09:45.800
or it's just not advised because...

1047
01:09:46.479 --> 01:09:47.680
You can for sure.

1048
01:09:47.680 --> 01:09:50.359
I'm thinking of a brand I'm obsessed with, Rothy's.

1049
01:09:50.359 --> 01:09:52.120
It's like a shoe and bag brand

1050
01:09:52.120 --> 01:09:55.200
and their emails always come to me, to my inbox

1051
01:09:55.200 --> 01:09:57.600
because I open them so frequently

1052
01:09:57.600 --> 01:09:59.880
even though they have so many pictures.

1053
01:10:00.000 --> 01:10:02.160
always showing their products and stuff.

1054
01:10:02.160 --> 01:10:05.720
So if someone starts opening your emails a lot

1055
01:10:05.720 --> 01:10:07.620
or taking action in them,

1056
01:10:07.620 --> 01:10:09.000
they're gonna start prioritizing

1057
01:10:09.000 --> 01:10:10.200
sending those to your inbox.

1058
01:10:10.200 --> 01:10:14.640
So if you know that you have a really engaged audience,

1059
01:10:14.640 --> 01:10:16.280
and here's how you know that, by the way.

1060
01:10:16.280 --> 01:10:18.300
In your data, look at your open rates,

1061
01:10:18.300 --> 01:10:20.320
look at your click-through rates.

1062
01:10:20.320 --> 01:10:22.960
If your open rates are above 20%,

1063
01:10:22.960 --> 01:10:24.520
20% is industry standard.

1064
01:10:24.520 --> 01:10:26.680
If you're above 20%, you're doing really good.

1065
01:10:26.680 --> 01:10:29.080
If you're like 50% or above,

1066
01:10:29.080 --> 01:10:32.560
you have a very engaged audience, extremely engaged.

1067
01:10:32.560 --> 01:10:34.760
And if your click-through rates are high,

1068
01:10:34.760 --> 01:10:37.760
you know that people are gonna get your emails

1069
01:10:37.760 --> 01:10:39.880
because they're super engaged.

1070
01:10:39.880 --> 01:10:42.640
If you're just starting to build that engagement,

1071
01:10:42.640 --> 01:10:45.680
keep it safe, keep it simple.

1072
01:10:45.680 --> 01:10:46.520
Okay.

1073
01:10:47.780 --> 01:10:49.280
Cool.

1074
01:10:49.280 --> 01:10:50.200
Thanks, Megan.

1075
01:10:50.200 --> 01:10:51.120
Really good questions.

1076
01:10:51.120 --> 01:10:52.080
This is good.

1077
01:10:52.080 --> 01:10:53.280
Good to see you all.

1078
01:10:53.280 --> 01:10:54.300
Good to see you, Jerome.

1079
01:10:54.300 --> 01:10:56.360
See you listening over there.

1080
01:10:56.360 --> 01:10:58.480
All right, guys, I gotta hop to a meeting

1081
01:10:58.560 --> 01:11:01.080
and we will be back on next week.

1082
01:11:01.080 --> 01:11:03.840
Feel free to join tomorrow and Thursday if you'd like.

1083
01:11:03.840 --> 01:11:04.680
Thank you again.

1084
01:11:04.680 --> 01:11:05.500
Thank you, bye.

1085
01:11:05.500 --> 01:11:06.340
Bye, have a good week.

1086
01:11:06.340 --> 01:11:07.160
Okay, bye.
