Transcript
Hey, guys.
Welcome.
Welcome.
Welcome.
How's everybody doing?
Howdy.
We got hundred registrants, like, 30 people.
So they're gonna keep pinging me, and I'm gonna keep letting them in.
And we'll just get going.
Today, managing your contacts and lists like a pro.
So see a lot of, OGs, some alumni faces, some new faces.
So some of this may already be known to some of you, some of it not.
We're just gonna keep rolling.
So we did this one a while back.
Time to update it a little bit.
But yeah.
So this format, everybody, is a live workshop.
So I'm just gonna talk for, like, forty five minutes.
You can post questions in the chat.
And if you are, you know, if you feel it's relevant, you're welcome to interrupt me in the middle of what I'm doing, but we're also gonna have a q and a at the end.
So you could save your questions for the end as well.
That would be appreciated.
But again, if it's something that you gotta get answered or or you're unsure about, you you're welcome to ask me throughout the process.
But I'm just gonna go through contacts and lists.
We're gonna talk about the settings, do a little bit of, touch on landing pages and embedded forms because those are a part of a a list and list building.
And, yeah, we'll just we'll take a look at some other stuff too like tags and labels and maybe even triggers for a little bit.
So awesome.
Got 15 people here.
Cool.
Anything that anyone would like to say before we start?
Other than aloha.
Aloha.
Alright.
Do it, gang.
Alright.
Cool.
Alright, Don.
Nice to see you, Don.
I'm gonna get started now, guys.
Again, we're just gonna this is a this is a live workshop.
I'm gonna go through the process, share my screen, import a list, and just we'll talk about all of the the steps, pieces, and settings for contacts and lists, and then we'll do the q and a at the end.
Cool.
That's John, it will be recorded.
It's gonna be uploaded to our our knowledge base, our guides.
There's a training workshops tab at the top, and it will be called managing your contacts and list like a pro.
There is the old version that's currently there right now.
But as soon as this encodes and I get my act together, it'll be uploaded as the new video in that training workshop section.
So yeah.
Cool.
Let's do it.
Alright.
So I'm gonna share my screen.
And what we're gonna do, we are in a demo account.
This is called Jenny Bernal's Megafit.
There's already some contacts here, but it's just kind of a clean account.
It gets deleted every few weeks.
So there there it's a good place to start so we're not looking at weird data and trying to figure out what's going on.
But the first thing I'm gonna do, we'll just start with list.
So I'm gonna go to our list tab and we're gonna create a new list, and I'm gonna call it stylist workshop.
Now what it's gonna do is it is going to when it loads, There it is.
Okay.
So I'm gonna click on this list, and there's a few things we're gonna see right away.
You can configure the list, add confirmation steps, create an opt in form immediately, or add subscribers.
We're kinda gonna ignore all that right now.
And we're gonna go to the import contacts.
So let's say that you're new to Simplero and you have a list from Mailchimp or Constant Contact or whoever you used and you're ready to add them to a list.
Could be your main newsletter or it could be this list that you just created.
But we're gonna go to the list and hit import contacts.
Now before I choose this file, I'm gonna take a hard stop and we're gonna do something first.
If there is any custom fields on your list like, for example, today, I had Chet Chibiti create me a completely random name list, but the headers on that list are first name, last name, email, favorite color, and favorite food.
And you wanted those to be a part of that contact record on that list or that contact.
Right?
If you wanted those custom fields there, it's specific to your business.
Let's say it's, you know, where you guys first met or what opt in from your previous CRM that they came in through.
Anything like that, you can add as a custom field.
So I'm gonna do that first.
I'm gonna duplicate this window and I'm gonna go to settings and then under contacts, we have custom fields.
And I know my list has favorite food and favorite color.
So I'm gonna add those two custom fields to my Simplero admin dashboard So then when I import the list, I can map those fields.
We'll do that quickly.
They're gonna be text fields.
It's just a text field.
Call it favorite food.
And placeholder help text, you can do whatever you want there.
You could say, what is your favorite food for your help text?
Internal name and interpolation keys.
These could be important for you.
This is the internal name.
Interpolation key, this is something you could reference later.
Like, if you we can talk about this in another call, but there are some global interpolation keys you can use throughout some Simplero.
It's kinda code stuff.
You would put it behind these handlebars, and then you could reference it later.
But I won't go through that too much in-depth now.
I don't wanna get off track and confusing.
But favorite food, that's our that's our first custom field.
We'll add another one, another text food or text favorite color.
There we go.
So there's our two custom fields.
I knew they were coming because I looked at my Excel spreadsheet or my CSV and I saw that I had those headers just to make this process easier.
So we're gonna go ahead and go back to our list because these are saved.
And we are going to choose a file, have it on my desktop, unique random people list, and we will open it.
So what it sees is already, it recognizes I have a header name first name and this is the field in Simplero that it corresponds to.
Last name, last name, email, email.
It has two other columns.
It's like, what are these?
I don't know what they are.
Favorite color, I'm gonna discard that.
Favorite food, nah, I don't need that.
But we, no, we want them so I'm gonna map it to the custom fields I just added.
So when they get imported, we're gonna see those custom fields within that contact record.
So I'm adding to the list silos workshop.
I can immediately add a tag.
So this would be super helpful if you, again, like let's say they came from Mailchimp, you could say add tag, choose tag.
If you don't have one, you can create it right there.
It could be like Mailchimp users or something else like that.
You could definitely do that or leave that off.
Require double opt in.
Now I'm not gonna do this right now because then it's gonna be hard to see any data with with any of these fictitious users later, but you may want to do this.
If they've already opted in to your, you know, world, your systems previously or current, you don't need to do this again but it will send an extra email asking them to confirm again if you select this.
So we'll leave this off.
Override info on existing contacts.
So let's say you already had these people in your contact records, but for some reason you have a new list of them with their favorite food and favorite color.
You could override the info that we already have in Simplero and it would just update it basically with those new, custom fields you added and then turn do not contact off for imported contacts.
This is be careful with this.
This is if you know that these people are now ready to talk to you again and they ask to be subscribed again.
This probably not get used very often.
So those are the things that we need to do first, but I do wanna touch on this.
Let's say none of this sounds fun to you at all.
You can click here and request help from the support team, and our support team will literally do this for you.
If you have a weird format or it's not loading right or you keep getting errors, you can just ask us.
Reach out to us.
We'll make sure that you have the correct custom fields, that you know where this is going and we'll upload it for you.
So there's that.
So if you wanna do it yourself, this is what you would do.
We're gonna save changes and it's gonna import.
Shouldn't take too long.
It will send me an email, I guess, but it won't take very long.
And as soon as it's done, boom.
View the list.
I don't know why it said failed Simplero one.
It didn't like someone's name.
There is only a hundred names, so I'm just gonna ignore that.
So if we go to view the list well, we could immediately send them an email if we wanted, but if we view the list, here's all those people at example dot com.
Jane Martinez, we've got John Jones, Sarah Davis, Michael Johnson, that guy's the man.
Like, this is the list that we created and here they are.
They're added here and if I go to my contact records, we can just jump over there real quick, you'll see them in our contacts.
The one that we created was probably the right one already.
Yeah.
So all these people are now a contact.
Now we need to be very careful.
Once you've brought someone in to Simplero as a contact, they you can delete the list all you want.
They're still a contact, and they count as a contact for you.
I can take all this stuff.
So let's be very clear.
With with your plan and billing page, you have a certain level of contacts.
You bring them in on a list, they're now a contact.
You delete that list, they still remain a contact.
There's other things that will get them out of your contacts list and number and record, like, are they engaged or not?
We can go over that.
We're gonna go over that later in the end.
But just to be very clear, like, just because they're deleted from a list doesn't mean they're still not a contact.
So there's that.
They're inside my contacts, but let's go back to the list for a little bit and we'll just play around there.
So here's these people.
Got them all.
That's not the earliest one.
I'm gonna go back to your list.
So let's go straight here.
So Silas workshop.
Cool.
Now let's look at some of these tabs we got here.
I have the subscribers list.
Now I can do lots of stuff here.
I can filter them by things.
It'll work when I click on it.
So I can filter them by just some fields.
Right?
Lots of stuff just by last name, landing page, where they came from, tags, all kinds of interesting and amazing things.
We can I'm not gonna click on all of these, but you can see where they came from.
This is the tracking.
Like, if you use Google Ads or Facebook Ads, Meta, whatever, you kinda see all of your, you know, those related tags.
Unconfirmed, suspended.
So this would be they didn't confirm via, do the double opt in.
Suspended, unsubscribed, inactive, do not contact all.
So just be aware that those are there but this is the subscribers tab.
If we go to the configure tab, we can see what's going on with this list, list level.
Now there's double opt in engaged.
These people I just added did not go through the double opt in requirement, but this is defaulted on.
So just know that if you're going to create a landing page or a form later and you don't want double opt in, deselect this, save changes.
Right?
But if you do, what it's gonna do is after they opt in, it's just going to go ahead and send them that system email from some Simplero saying, are you sure you wanna opt in to this list?
Yes.
Boom.
Then everything else will happen and fire.
You can customize the confirmation email from here.
Like, we're going to just send them one.
Right?
So this is where you would do that, and this is the double opt in confirmation email.
You can put your own text in here completely if you'd like.
So that's where that would happen.
But if we turn it all off, it's just off.
Some advanced settings.
Override the default email sender.
So I can override on the list level who this is coming from.
Right now it's coming from Jenny Berno.
She's the admin of this, fictitious account.
I could put it as silos ad simpler if I wanted to for this list.
Prefix for the subject line, if you wanted it to just be like workshop, you know, exactly like it said.
Any email broadcast that come from this list are always gonna have the email or the the the prefix in the subject line of workshop.
Text to footer, there is another place if we did an email class we would talk about that but you can create a template through emails that have footer stuff but you can add text to the footer in this email list.
If you wanted to be very specific when they receive emails from this list, you can add different footer text.
Notify about new subscribers via email.
We'll send you an email every time someone subscribes.
That may be helpful, maybe not.
Let people access an archive of emails sent to this list.
So that's going to be in the the email itself.
You're gonna be able to show them any previous emails.
These are helpful for newsletters if they wanted to watch or read previous newsletters.
Skip GDPR.
So this is gonna be mostly relevant for our European folks.
A lot of people in The States use this as well, but it's the consent requirement that that you will always ask for when people sign up.
And it's gonna be a little checkbox on any opt in.
Right?
You you have to consent to GDPR.
And we are making an assumption when we imported these contacts that they all said yes to GDPR.
Right?
So a lot of people in The States, they'll just skip this altogether.
If, you know, they like, you'll notice all these subscribers if we go back here.
See.
I think I have to see that the contact record.
But they'll all have a tag that says GDPR consent.
We give them one automatically because we're under the assumption that they gave it to you.
So we go back here.
Almost done here.
Custom GDPR consent message.
If you're not skipping it and you wanna send them a message post sign up, again, this is post this import that we just did so try not to get confused like I'm talking about in the future now.
You can give them a different message for that little checkbox.
It's just gonna say I agree to receive marketing.
It could be cute, funny, however you want but that's what it's gonna say by that checkbox in the opt in.
I'm not gonna skip it or not, yeah, I'm not going to skip it so when we see our form, you'll see that.
And then custom tracking code, this is again cookie stuff.
There's a guide about this.
Facebook tracking pixels, developer, a little bit more complicated stuff that I'm not gonna go over much today.
So you can add custom tracking code as well.
And then custom anti bot settings.
This has become relevant and more relevant every year.
Make sure like, we have our own parameters on what we think is suspicious and when we when we should verify that the subscriber is not a bot.
On suspicious sign ups, that might be like something looks funny with the name or email or names and emails don't match or they try to do it a bunch of different times.
We'll send them a CAPTCHA.
You could make it do it on every sign up.
We'll just anyone who tries to to sign up, it will be a CAPTCHA or, Calvin or never.
So you can do that too.
So I'm gonna leave it here.
Save those changes.
Now I'll get to sign up forms in a second.
This is gonna be relevant.
So post list sign up, guys, you can add an auto response.
And what these are most used for is people that have some sort of email campaign.
This list might be used as an opt in list for a lead magnet and then, you know, the campaign starts.
You're slowly dripping them emails, telling them that it would be amazing if, you know, they buy your product.
Right?
That's what this auto response tab is for.
You're gonna click in here.
We'll just add one, but we could just say, hey.
Thanks for joining.
That's gonna be the subject line.
We're gonna send it through one day after sign up.
You can add this two days, a hundred days, however you'd like.
We're listening for that trigger.
As soon as they sign up, the clock starts.
We'll add auto response, and then now you can just send them emails post list sign up automated.
So you don't have to think about nurturing that customer.
You could send five emails in a sequence talking about how amazing you are and deliver them a order form via a product.
So that's what this is for.
You can add triggers to this too.
Again, not the main topic of this workshop so I'm gonna kinda gloss over that.
But auto responses are gonna be important.
Content.
This is a really big tab.
Lead magnet content.
Lists, other than newsletters, mostly deliver some sort of lead magnet or an exchange, you know, including newsletters.
Actually, we'll do that too.
But this is where that lead magnet content will go.
You're gonna add that file here directly if you'd like.
Right?
You add that PDF, video, audio, podcast, whatever you have that they gave you their email address for.
If you add it here, Simplero is gonna send them a system email with that file as a download.
Like, here, here you go.
Thanks for signing up.
We'll do that automatically.
You can also do that, we'll go back here real quick, via your auto response, attach that file.
So there's two ways of doing it.
If you leave the content blank, we won't give them that system email at all and we'll wait for you to do it.
And you just attach your file, talk about it in your email, and that's how that system kinda works.
Automations.
Again, big topic.
Won't go through it today, but you can add an automation.
You'll automatically start or stop these when people subscribe or unsubscribe from a list.
So that's it's just gonna be listening for that that action and then it will start or stop an automation.
This is interesting.
And if you're new to Simplero, this may be news to you.
If you had a kickoff call, it's probably not because we we try and go over this, but you can give access to basically anything from a list.
Now what that means is it's gonna be free.
Right?
If it's via a product, let's say it's a course, It's via a product, probably gonna be paid.
If you wanted to give them a free mini course or access to a free mini course as a lead magnet, then it's free and they would get access as soon as they sign up to your list.
Courses and sites, mega fit, we'll give them access to the beginner course, right?
So there we go.
So this is this list now has a lead magnet and that is a free mini course called beginners, let's just say.
So but yeah, the content tab is where you're gonna give people what they get when they sign up.
Few more settings.
Thank you page content.
So we are going to send them a default thank you for signing up.
You can customize what that says completely.
And an even cooler thing you could do is create a landing page and you'll just add the link.
We can even grab it from here.
Right?
And you as soon as they sign up, it will direct them to a landing page.
And in that landing page, it can do anything you want.
It can be sales copy, it could be a video, it could be links to more things, it Calvin start a funnel, all that stuff.
So this would be super helpful or useful if you wanted to do that.
Custom page for confirmation required.
So this is gonna be that double opt in.
You can send them to a custom page, right, a full on landing page.
And then custom page after unsubscribe, you can direct them to something too when they click unsubscribe via the footer of your email.
This is interesting here.
Don't email contact about how to access their content.
Here's the email that they're gonna get.
Right?
Like, they're they got this courses and sites here.
If I took this away, it goes away.
There are use cases where you may not want to show them this.
This is our system email.
It's username, password.
Here's their dashboard.
Here's the course that we just gave them access to.
It's automated when they join the list because we gave them access.
But there's, you know, use cases where you don't want to bother them with that because they're already a part of your system.
You can deselect or you can select this and now we won't send them that email about how to get their stuff.
Triggers.
While we're here, let's touch on this quick.
It's a perfect time.
So with this list, this is the silos workshop list.
I want them also to be on my main newsletter list because they gave me consent.
They clicked GDPR.
They did the double opt in.
I may not be telling them directly, depends on how you feel about that, but now they're in my world.
They said yes.
I'm gonna start putting them into my newsletter sequence and I'm gonna send my newsletter to them once a week as well.
The way I would do that is I would add a trigger here.
Now what this trigger says is subscription activated, subscription deactivated if you want, or asked to be subscribed whether they're subscribed already or not.
But let's just go with subscription activated.
And what we can do is subscribe to a list and we're gonna scribe them subscribe them to the newsletter, this main list.
Now, this also may be important.
You can skip the welcome email on the newsletter.
So then they don't get bombarded with, you know, four emails when they sign up for one list.
They may not understand necessarily that they want, you know, to be on your newsletter or that that's what you were about to do.
It's not really a bad practice.
There's no, you know, feel about it how you will, but you're gonna add them to the newsletter.
You can skip the welcome email and skip any additional auto responses that come with that newsletter.
Let's say your newsletter itself has its own lead magnet and there's something floating around in your world on a landing page somewhere that's opting them into your newsletter and giving them a different lead magnet.
You're not gonna want them to get all of that stuff at once because it'll just be confusing.
So you can skip those two things and just add them to your newsletter.
Other things you can do is only if contact is or does and this is just a conditional like a if then statement and then and or and there's a lot of stuff you can do here if they have a tag, if they subscribe to a list, so if they're part of a segment, if they're unengaged, engaged, all of that stuff.
Right?
You can add these conditionals to this Calvin, and then you can also make it fire only once per contact.
And then we're just gonna create this trigger because it's live.
So there we go.
As soon as they activate on this list, we're gonna add them to the Megafit newsletter.
If they deactivate from this list, we're gonna unsubscribe them from Megafit as well.
You can turn that off if you want just so you know that it's there.
Like they unsubscribed from this one, maybe they also didn't wanna be on your newsletter.
It will do that automatically.
Got some questions.
Hold on.
Let's just see here.
Sorry.
I've been talking like a crazy person.
Okay.
So Christina's got some questions about cleaning up subscribers, the second name twice under first name and second name twice.
Okay.
Connect.
Well, let's try and let's walk through that.
Okay.
How does the system now look like?
We'll test that for sure.
I can test that right now.
Suzanne, read my note.
I added both to the content tab as well as the auto response.
Yeah.
I have this idea that the content will only show on the next page and they will not receive an email.
To also add it to auto response, I'm sure they will get the PDF.
Do they receive an email when I just put it in the content tab?
Yes.
They get a system email, but there is argument to be made about redundancy.
Then they have no excuses.
They got it twice.
Right?
There's no issue with delivering that PDF twice, in my opinion.
A lot of people will do that automatically, Suzanne.
They'll put that freebie in the content tab under the lead magnet.
We'll give it to them, and then they'll also go to their auto response.
But make a comment, be like, hey.
In case you didn't get this, or, hey.
If this went to your, you know, socials tab in Google Chrome, here's the PDF that I promised you.
So they'll do it in both places.
Does that make sense?
I mean, I can't see it because I'm just going crazy looking at my thing.
But so hopefully that answers that question.
Made sense.
Awesome.
Cool.
Alright, gang.
So that's the list.
We're gonna keep I'm gonna let's test this real quick.
Some someone asked to test it.
Let's make sure we do that.
Actually, I'm gonna test it after I've made a landing page with an opt in because that's part of this.
We wanna make sure that we understand the sign up form action on the list.
Right?
So we need to add a way for people to opt into this list.
We had some from Constant Contact.
They're in our system now.
How do we get new people on this new awesome silos workshop list?
So there's two options.
There's an embedded form.
I'll go over both of them.
And then there's a sign up form.
So let's do the sign up form first.
So this one, we're gonna just make it super easy.
I'm not gonna go through the builder too much.
Just that's another workshop.
But just know that if you click from this place, right, let's start over, you click from this place on sign up forms and click on sign up form, it's going to create a landing page form that's connected to this workshop.
You can also easily just go to landing pages and forms, whip up one on your own, and then make the button an opt in button with, a direct link to your list and it will show up here.
Right?
So those are that's two ways to do the same thing.
If you have no idea what I'm talking about don't worry about it but just know that you can create a sign up form from here.
It's automatically connected to your list and then also it's the same thing just by making an a la carte landing page and connecting it to a list.
We'll grab one.
We'll go to opt in because it makes the most sense and we'll just do this pretty gal right here.
We'll hit select.
I'm gonna call it stylus workshop opt in.
Create this guy.
And here's our page.
So this one, just so you know, has no inputs on it, right?
So I'm gonna automatically assume that my inputs are in my pop up.
So here's the pop up here.
Boom.
Everything's already there.
We got name, we got email, we got GDPR.
Already all there there.
And if I click on this button, you can see that it is connected to the stylus workshop list automatically.
I literally need to do nothing with the settings on this, all I need to do is make it pretty, right?
Add my own sales copy, add my own imagery, change the style guide if I want to, also another upcoming workshop.
But yeah that's it.
So it's already ready to go.
This is here.
Let's just so just so you know, like, I'll do this again.
This button, this yes, I'm in button, opens a pop up.
Right?
I'll show you quickly just while we're here.
What you could do, it's gonna look super ugly, but you could add two input elements.
You could add contact name, and we could add contact email, and we could add one more wild card.
We can add where we got it at.
Let's see.
Gonna search it.
I don't know what's that.
Favorite food.
Look at that.
We made it to that custom field earlier.
We really wanna know if they like Thai food versus Indian curry because that matters to me.
And then we're gonna publish this real quick, and we're gonna look at this button.
And now this button says open pop up.
That's not helpful.
So we want this to opt in.
We're bypassing this pop up completely.
It won't even exist.
No one will even know it's there because we're not calling upon it anymore, and I can add it to the stylus workshop list like that.
So just so you know, it's that simple if you didn't wanna pop up or you don't like pop up behavior.
That's how you would add the inputs to that list and now we're good to go.
So if they use this, it's going to do the thing.
So I can let's test this now.
So if I go back to landing pages and forms, SaaS workshop opt in, let's just look at these settings because this is the one we just created.
Right?
There's a bunch of stuff here that we can do to it, we're not going to, but this is it.
Save.
Close that thing.
So we're gonna view it in a new tab.
I could take this link.
Let's go open it in an incognito tab.
So there's that.
So we'll test it.
This is Silas test.
Silas plus tester test workshop at Simplero dot com.
My favorite food is korma chicken.
Bet you didn't know that.
So I agree to receive marketing.
Yes.
I'm in.
Boom.
So here's this is so we have to double check if you consent to receive marketing materials.
This is the double opt in.
I agree.
Boom.
I'm there.
Very one last thing.
Please click the button your email we just sent you.
Don't forget to check your spam folder.
So let's navigate there.
We'll just go to my email.
Input, sorry.
And open this to receive my emails.
Confirm.
Subscription confirmed.
Nice.
So now we've just confirmed the world away.
We make sure that everything's good to go.
Let's see, I will wait a second.
Just keep refreshing.
Let's go back to the list so you can see while it's waiting to do that but we're gonna go back to the dashboard.
I'm going to go to this list, and I can see Silas test with my email, silas+testertesterworkshop@silasatsimpler.com.
So there's that.
And if I go to this contact record, I'm gonna subscribe to that subscribed to me automatically to the Megafit newsletter, opted in here, and I think I maybe made a mistake.
I did not That's Jane Doe, so that's an old hold on.
I think that I did not save those changes.
So let's go back to the workshop.
I was trying to test what they get access to and yes I did not do that.
Bummer.
I'm gonna test it again so you can see, I forgot to do that.
We need to make sure that they get access to that course.
So we'll just do the whole thing again, content, save changes, now they're going to get access.
Actually this might work.
I'm going to this this can see that silas tester test did not have a Simplero ID at the time that he opted in to this list.
So Simplero sees that and says, this is where you give access to membership sites and courses, then Simplero IDs.
Stylus doesn't have one so this box popped up.
So this is going to send me that generated email when it loads.
So just to recap, we did that sign up form, the landing page form.
Did I get I'm not even there anymore.
So but now you can see also that landing page is here under my landing page list.
Right?
We built it inside of the list level, and now it's in the landing page level.
See, do we get this email?
Here's my login information.
So this is what they're going to see after they have opted in and they are given free access to the content.
So access my content now.
Here's my username and email that Or here's my username that Simplero created.
Here's the password.
I can change it at any time and then here's the content.
So let's go ahead and make a fit.
It's not published so it's just a splash screen.
But if it was published, they would bring me inside there.
That's the content that I have.
And we'll take a look at that under the contact record later when we go into contacts.
You can see what these people have.
But if you can see where I came from underneath the summary on the lists, boom.
K.
We got some more questions.
Let me just look at it real quick.
How do you filter their favorite food option later?
Is that possible?
Only send email to people on the list loving Thai food or korma.
That's gonna be tough.
There's no.
That's not gonna be tough.
I let me just think about that for a second.
Curious why the subscriber count to not go up by one you opted in.
Let's see here.
That's a good question.
Oh, boy.
It kicked me out of there.
Oh, oops.
Sorry, guys.
It thinks I'm somebody else now.
So just give me one second.
I'm going to have to log back in.
They logged in as that person.
I'll just stop sharing for one second.
I don't know if that's confusing to you, but I created that alias of myself.
So and then I went into the content, so it thinks that I'm somebody else right now.
Just hold on.
You guys will not run into this issue because you're not admins playing with weird things.
So once k.
Okay.
Yeah.
So not sure why it didn't add me.
Maybe it will take a little while for a database to see this extra person, but it's usually accurate.
So I'm not I'm actually not completely sure.
What is this?
This says a hundred and one right here.
So I think it's just the dashboard, like, it hasn't updated yet.
So that's correct.
Okay.
To your question, favorite food being Thai food versus curry or anything else.
You can't at that level, but there is something else you could do.
On any type of opt in form or submission form, instead of making we'll just go back through real quick.
In a text custom field, you could make it a different type of field that we could understand or notice.
You could make it a radio button or a checkbox.
Right?
Like and then that response itself would be a response.
Right?
Like, they checked or they chose from the drop down Thai food versus curry.
And then what that would do is, not to get too into the weeds here, you could create a trigger based on that response that would give them a tag that said Thai food or curry.
Does that make sense?
Maybe that doesn't make sense.
Not like, I don't wanna go too far in the weeds, but that response itself, because it's a selection, you can add a trigger.
Cool.
That made sense.
Awesome.
Yeah.
And then tagging would be important.
Like, give that contact record a tag, and then you could do whatever you want later because now that contact record is tagged.
Save changes.
So, Candice, that is a good point.
Question we get a lot.
Published, meaning they may not even know your page exists.
It still has to get published or pushed, but you can hide it from people until you're ready to launch as well.
That's the whole point about, like, hiding the page itself.
Like, you can hide the site and then publish the pages.
Like, it won't matter because also if you're not marketing to that site, no one's gonna know it exists anyway.
So that's why we we do it that way.
But we have had some, you know, feedback that that is scary and doesn't quite make sense, and there may be a feature change at some point because I do Thank you.
Yeah.
Okay.
So let's go back to the list.
We're gonna do another thing.
This is gonna be probably kind of a longer workshop, guys.
I hope you're okay with that.
We're gonna go to, back to this list.
Sorry.
And we are going to look at the embedded form quickly.
They they can also get very complex and complicated, but I'm gonna just make the most basic one that that, that we can kind of work with.
And you could use case for this would be let's say you had a WordPress site and you wanted to add this form to a site outside of some Simplero, you could even embed it in some Plero but this is how you would create that.
So we can just grab one of these.
We don't have a ton of different templates but we could just do let's call it ready.
Say stylus embedded desktop workshop.
We'll create this guy here.
Now these are the important parts.
I'll come and touch down with them in a second.
But if I go to edit, this is where I can add my fields.
I can add that custom field if I wanted to.
Favorite color this time, if I wanted to.
And now this is part of the embedded form.
Now this doesn't have the same type of editing capability that like our builder does.
These are just basic forms.
You can play with the stuff.
You can obviously change the colors and all of that that those settings like you you can add change from your style guide, whatever you wanna do.
Like, you can say it's it's grabbing from the account style guide, right, the the default one.
But if I save those changes there, this is the basic embedded form.
If I go to the settings, we'll do those first.
You're gonna see a bunch of different options for that.
Now presentation is important.
Like, how do you want people to see it?
Doesn't matter what site it's on.
Could be Squarespace, WordPress, or some Plural.
You want it in line wherever you insert the embed code, like, it's just gonna, boom, be there.
Like, they'll scroll to a certain level and it'll just be there.
And it's I said the word code, right?
So you're gonna grab a code snippet, piece of HTML and put it on that site.
Some Plural or Squarespace, doesn't matter.
Modal would mean it's a modal box in the center of the page and the rest of the page around it will be dimmed when it happens.
And then slide in would be form slides in from the bottom or the side to be seen in the bottom right corner.
So it'll just slide in kind of be there.
If people want to close it, there's going to be a label.
You can change that label.
This is the you can restrict certain views like do you want it only to show up on desktop or do you want it to only show up on mobile and then how often do you show it to people?
Like, if someone keeps coming back to your website, maybe you don't wanna show them this embedded pop up or form or whatever.
So you can change the settings here.
You can also hide it completely from known contacts.
If they're logged in to their browser and they go to your page and we recognize that because of cookies or IP or whatever, we just won't show them.
And then what does it do?
Like, it can do a lot of stuff.
It can opt into a list, which I'm having it do, and it defaulted that because that's where I got to this page.
But it can go to a product, go to URL, or do nothing.
Just sit there.
And then after conversion, what does it do?
Default list action.
So it's just gonna grab all the stuff at the list level that we told it to do, like the customs thank you page and then GDPR and all of that stuff or you could override list settings and show a completely different message.
And now the triggers are important.
So how do you want this to show?
If it's not just going to be an inline form, What is it gonna do?
Is it gonna load right away?
As soon as the page loads, it pops up.
Is it gonna be on exit intent?
Like, when someone starts to go towards the Xbox, we're gonna show it to them.
Scroll percentage, like, how far down the page they made it, and then we'll pop it up for them.
Or time, specific amount of time.
If I click on here, it's gonna open up a box, how many seconds.
Or manual.
Manual is putting this behind a button.
So we're not gonna go through that right now.
It's like a four step process.
If you need help with that, reach out to support.
We have a way to do it with legacy and a way to do it with new.
But what we are we're gonna just test it real quick quick on, like, page load.
It's the easiest one to kind of demo.
So teaser mode, it's just a widget that'll be in the bottom right corner.
If they close it, like, if they wanna get back to it, you can just have it sit there.
Like, if they, like, click away from it, we can put it in the corner and they can grab it.
Expiration can go away after a certain date.
Let's say you had a special or something that was attached to your list.
You could create this form there.
And then custom CSS, black URLs, all that stuff.
Triggers again, you can add triggers to almost anything.
So I'm gonna save these changes.
Now this embedded form is connected to my list I created.
And if I go to the analytics tab, we're going to copy the embed code.
Now let's see here.
This is where I want the form.
Now this is if I wanted it just to sit.
Let's go back to our settings.
I just wanna remember what I did.
If I wanted in line, it would be like this.
Cool.
Let me just save this before I forget.
Now here's a I'm I'm not sure which page I wanna put it on because this one's already connected.
That would be pretty meta if I comb embedded a form on the form that I already had for the form, and that might not make sense for you guys.
So I'll create a new landing page.
We'll just call it a thank you page.
It just means nothing.
Oops.
We'll do a bourbon dark status test.
Now what I'm gonna do is add an element anywhere on this page just for testing purposes, and I'm gonna scroll down and I'm gonna go to this HTML tag.
I'm gonna delete this stuff, publish the changes.
Now this thing is just sitting here.
So it's live.
Let's look at our settings again, make sure everything got saved.
I grabbed the embed code.
And if I go back to these settings, have it in line wherever we set the embed code.
Not sure I save it.
We embed forms into a LinkedIn Facebook post.
I'm 90% sure that Facebook won't allow you to do that.
You're they don't read HTML like an email does.
Right?
They're they're they're not gonna let you do that.
So you could try it, but they're they won't.
Right?
So you need to be able to to peel back the layer and get to the code behind the UX UI that that Facebook or LinkedIn input box has, so you won't be able to do that there.
Real quick, Jeanette says, can I make radio button?
Choose from and then add a trigger on the radio button to have the corresponding tags.
We already added trigger.
K.
It's it's kinda outside of the scope of this workshop.
If you don't mind, Jeanette, yeah, reach out to support.
They'll they'll point you in the right direction.
There's a few steps there.
Okay.
I just wanna make sure this I wanted this to show up right away, but for some reason There it is.
K.
So here's our form.
It's the righty.
It's here.
This is just embedded.
That's it.
I added that piece of HTML script.
Right?
So that's where this form sits.
That's super ugly.
Makes zero sense.
That's fine.
Now if we wanted to change the behavior, right, if we go back here and we go to settings, now I want it to be a modal, and I want it to come on.
My scroll bar is just working today.
I want it to be on page load and save those changes.
They go back here.
Publish.
Reload.
Now it's gone.
Right?
Can't see it anymore.
It's there.
That piece is still somewhere.
Right?
Where I don't know where to put it.
Where is somewhere around here.
Right there.
That there there she is.
Okay.
So if we preview this, come on.
It didn't work.
Let's go back.
Settings.
Modal.
When do I wanna see it?
Quench load.
Got it.
Well, So, yeah, it should be good.
I don't know why it's not working.
I tested this, like, five minutes ago.
So I won't spend too much more time on it, but yeah.
We're on this.
I think I have one.
So it's it's only showing it to me because I already saw it once, and it doesn't wanna show it to me again because of these settings right here.
So it's it knows who I am, and we will how long do we wait?
Zero days.
How many times do we show the same person?
It's a thousand.
You son of a gun.
Save changes.
Let's see.
Boom.
There it is.
So, yeah, make sure those settings are there especially if you're testing.
So that's now the intent of this embedded form is exactly what we told it.
On page load, this pop up shows up.
You can also achieve this just by using the pop up feature within the some Claro page builder.
I made this super complicated but I did that because you can do the same thing with a WordPress or Squarespace site.
But you're gonna have to grab that piece of code like I showed you and embed it in your own site.
Okay.
So let's see here.
Charlotte says, can I embed an opt in for my newsletter on my blog page on my main website?
Yeah.
You can put that code anywhere.
Right?
Yeah.
On your blog page for sure.
And, yeah, if you missed that part, you can rewatch it, but, yeah, you should be able to add that that piece of code anywhere.
The general cleanup function, do you then resolve subscribers in the list?
Do you have not seen emails for a long time?
I'm a bit nervous to click on it.
We'll talk about that.
K?
We'll we'll definitely talk about that.
There's there is something that you're gonna wanna do first before you click that cleanup function, but we're gonna get to that part.
As soon as we're done with this lists section, we will kinda move on to that.
Just wanna make sure I covered everything that has to do with lists.
Right?
So created the list, added the people, played with the settings, looked at all the tabs, sign up forms are golden, content is there, auto responses are not firing because I didn't still in draft.
Right?
Don't forget to do that.
So everything is good to go with that list level.
Right?
That's how lists work.
That's what you do with them.
If we go to the contents tab or contacts tab, now this don't get it confused with lists.
This is your list of contacts.
Right?
All the contacts within your entire sphere are here.
Now there's not a ton that we could talk about other than, obviously, these crazy scary things right here.
But we have a bunch of options that we can do as far as how we visualize stuff.
And mostly what I just wanna talk about is things that you can do as far as columns.
Right?
Like, we could add our columns, favorite color, favorite food, update.
Right?
And now what I can do is save that view because I wanna just I wanna have the view where everyone's favorite food is ice cream or pizza or pasta, and it will stay there forever.
So I'm gonna save this as favorites, and I can make it private to me if there were multiple users or admins on your admin dashboard, or I can make this available for anyone and this is gonna become a tab in the contact list.
Or you can replace a list or or replace a view.
I wouldn't recommend doing that unless you have a reason to do it.
So we'll save that there.
Now this is here on my dashboard all the time.
I wanna see those favorites.
Boom.
Let's say I wanted to see those favorites, but I didn't want to see, like, all any of the other stuff.
I don't care about the tags and GDPR and products.
That's kinda weird, but what I would do is I can just get rid of those things, like products, which list are they on, spaces, tags, lead score, LTV, when they were created.
I'm not worried about that.
I just want their avatar, their name, and what kind of favorites they have.
I could update that, and I could go here, save view, and I could replace our favorites view.
And now that's the view.
So just these people and their favorites.
That's it.
So that's how you can kind of manipulate and mess with your contacts.
There's lots of other filters.
Right?
Like, you can just go through the list.
You can see all the stuff that we've ever thought about or had here, and you can and go there.
You could I like what I use a lot is product.
Like, what did they buy from you?
And then you can filter by whichever product that they bought.
Tags are huge.
That's actually gonna be here.
The sidebar has the tags.
And the only tags that we have from this account are GDPR consent and the Simplero, as far as these people on this list are, this favorites view.
So if I went back to all alright.
So here's every person that's on here, and I wanna get rid of that.
I guess these are the only two tags.
There's 300 people here.
Just see.
Again, you can change all of these views.
Right?
Here's one that's just custom fields that we give you, and it's gonna give you a list of every custom field that you've ever added.
People just added via that.
Do not contacts.
If you had a list of do not contacts, that's where that would go.
Go away.
Okay.
So this is leads.
We have a way of deciding lead scores.
This based on activity and action people take but these people are all lead scores of zero so it's just gonna show everybody.
And then customers are gonna be people that purchased products, right, Or they are subscribed to us.
So that's that.
So this is the contacts tab.
It's again, you can do the same thing.
You can import contacts.
I'm gonna choose the file, and I'm gonna go through the options.
You can also say where you got it from.
Let's say you got it from Thinkific if you wanted to.
I can end people enter people manually.
Just divided by name, and then first name, last name, affiliate reference if I wanted to.
If you're gonna do that, you have some of the same options, adding them directly to a list, tagging them, double opt in.
You can copy people from a current list if you wanted to do that, and then here's a queue.
But I just wanna make sure we're not missing anything on the contacts.
Okay.
So let's look at a contact.
So we can just look at a contact record.
Right?
Let's see here.
I'm gonna go just to my guy real quick.
So this is what you're gonna see on a contact record.
Gonna get their contact info, name, and email.
Like, that's at the top of every, you know, buddy's contact record because we require that for them to opt into any type of list.
You're gonna see the custom fields that that person filled out.
If they are on a particular list or they got into your system somehow and they didn't fill out any custom fields, this will just be blank.
You're gonna see which purchases they've made.
I can manually add a purchase if I wanted to.
Which deals?
This is about deals and pipelines.
We have a workshop on that.
Go check it out if you have any questions.
And then notes.
We can add a note.
We'll just be like, hey.
This is a note.
Notes.
Calvin create that note.
That guy right there will live there and then we're gonna just see those notes.
I can view all or I can drop them.
We can go here.
This is our notes for Silas tests.
There's phone calls, meetings, emails, other things that you can add a note about.
Maybe this is just a written note.
So this is handy.
People don't use these a lot, but now you can add notes to the contact record.
Let's see.
What else can we do?
So we can see from that contact record, Jesus, the list they're subscribed to, and I can create some actions right here even.
I can stop them or unsubscribe them or suspend them so they're not gonna be getting any future emails, but they're just suspended.
That doesn't automatically make them unengaged because you manually suspended them.
But it's telling me where they came in from.
Here's the opt in stuff.
Points, if they had points.
Sites they have access to.
I gave access to that course through the, through the opt in.
Automations, tickets, worksheet responses, all of it's here.
This is also good.
This activities.
Then you if someone said, I didn't get blah blah blah, you can go to their contact record and say, yes, Sally.
You did get your email that had your login information on 02:05PM, March nineteenth.
So this is our activities you can see about the contact record.
You could add a tag right here.
If you click on this meatball message, you can resend them their IDs, remove their IDs, send password resets, all that stuff can happen from there.
If they're part of a segment, like a list segment, you can do that.
We should probably go over that quickly too.
You can see with our GDPR consent consent status, Manitoba, Canada.
That's interesting.
EStarLink.
I don't know what Elon's doing there.
And then you can do a lot of bulk stuff here.
You could send a quick email if you wanted to.
You could just send it straight to that person.
Right?
And it's gonna send it out to that that call that record.
We could send them a broadcast, or I could edit that record.
And that's gonna take me to the backside where I can change their custom fields if I wanted to, change their email address, change their GDPR consent, and then do some advanced stuff.
Cool.
Let's touch real quick before we get to, first of all, the cold contacts and cleanup automations, and then, we'll let's look at just tagging real quick if I wanted to.
I can add tags bulk.
This is super simple.
But let's say I wanted to just say I'm gonna add all these people to a add a favorites tag to them.
But I could go to the subscribers.
We can select them all, select Calvin.
Come on.
We can do lots of stuff.
Bulk.
We're gonna add a tag.
We're gonna call it favorites, And everybody's getting that thing.
Actually, only 20 people are because let's just cancel it.
So we're gonna I miss this sometimes.
20 selected.
You wanna give it to everybody.
Right?
All across all six pages.
Gonna add that tag.
Favorites, add a tag.
It's a lot of people so we're gonna make sure you confirm it.
Now all of these people have that tag.
Right?
So if I went back to that contact record and we just sort by list and we'll go to silos workshop, We can see they all have the tag favorites.
Give a label to a list.
Labels, guys, something super important.
If you wanted to label some things like all like a landing page and a list and a website and put them in a d f y or at least organize them, this is kind of a way to create folders in Simplero.
You can add a label to the list and just we'll just call this favorites.
It's almost like tagging but it's a way to kind of aggregate pieces and not individual things.
So it's called favorites.
If I went into my account and then labels, I can see everything with labels.
There's one object in here and it's the list.
But if there is a landing page and a membership site and product, they would all become objects under this label.
I could click in there and see what's inside of that label.
Okay.
Let's explain the cold contacts and cleanup automation.
So we in Simplero have a way where you can reengage unengaged contacts.
So unengaged contacts are contacts who never open your emails or click links.
Continuing to send email to unengaged contacts hurts you in the long run.
Right?
Email providers, these the big the big guys, Gmail and all of that, they don't want you sending stuff to people that don't open it.
And if you do it a lot, it's not gonna break anything, but, like, they they may not push your stuff to the inbox anymore.
Hold on.
Let me before I get down here, let's see let's see what's going on.
Cleaner function, CRM follow ups.
So use case for notes, send postcards to my membership members after so many months.
Cool.
That's awesome.
Thanks, Calvin.
Okay.
Main difference between label and a tag.
So let's just go over that real quick before I dig into this.
A label is, again, just a way to aggregate large pieces.
Like, for let's use a DFY Calvin.
Maybe that's gonna be confusing, but maybe not.
As an example, if I wanted to create a DFY campaign, which include which can include, like, landing pages and a product and three lists and four courses, I can label each of those things.
I can't tag a course.
Right?
I can't tag a membership site.
I can tag a contact, but I can't tag, assets in some Simplero.
So labels are a way of aggregating or organizing assets.
Like, if you had seven things that are all a piece of one marketing campaign, like this landing page and this list and this free product or this, you know, membership site piece, you would label them all with the name of that Calvin, for instance, and then you could organize them or affect actions on them because they now have that label.
Whereas a tag, that's at the contact level.
Right?
The contact themselves can have tags.
Nothing else can have tags.
People can have tags.
So when a person has a tag, then you can start doing stuff to them via triggers and automations or just organizing that people via the tag.
You can create segments, email to them, stuff like that.
Cool.
Alright.
Let's go back to the unengaged, jump into that.
So so email broadcast automatically exclude unengaged contacts.
There is a guide here on what unengaged, means.
Right?
So before we dig into that, just this is what happens when when someone is labeled as unengaged.
How many days of ignoring your mail before we consider a contact unengaged?
Right?
Ninety days.
You can set this to whatever you want.
You can set it to twenty, sixty.
This, we recommend try sixty if you send mail to your whole list at least three times a month.
Right?
And then unarchivable contacts.
There are no unarchivable contacts that have not engaged in the last ninety days.
So if you click on this tooltip, you can perform an archival of contacts that aren't engaging so you don't get billed for them.
So this is a very important piece.
If they are unengaged or we've decided they're unengaged, you can archive them.
They don't disappear so you don't lose reference to them.
We don't charge you for them anymore because they're not engaging with your stuff.
So there is not on this account.
There is an automation that we set up automatically that you can fire or you can choose to fire.
So let's see if there's yeah.
So it's not here.
Let's go to maybe this side has on.
Re engage unengaged contacts.
So once a contact has become unengaged, meaning they don't open your emails, Right?
They're not opening your emails for a certain period of time, sixty days, thirty days, ninety days.
We this comes standard.
You can start firing this automation.
Well, wait.
Still wanna hear from me?
You come in and edit this.
You wanna be on my mailing list?
Important that I send email that are active.
Wait two days.
Still didn't do anything.
If they're still unengaged.
All it takes for them to become engaged is to click on the email.
Right?
So after this has happened, we will mark them as archived, and then we will unsubscribe them from all lists, meaning we will not charge you for them anymore.
Now the caveat is there are people that you cannot unengage or that cannot be listed as unengaged because they are still a part of a, a product.
Like, let's say they bought something from you six months ago.
If they still have access to that product, we can't label them as unengaged completely and make them, archived.
You can't archive someone that still has access to your stuff.
Right?
So they're still gonna count as a contact record.
Now let's go to this guide here just so you can see more about this.
So we do have a really good guide about it, and then we talk about what's gonna happen and what this automation does.
And this is what's gonna make a contact turn into reengaged.
Opening an email, following a link, subscribing to a list, activating a purchase, replying to an email, or registering for an event.
This includes everything, broadcast.
So the last step is to mark them as archived.
Again, we're not gonna charge you for them anymore.
There are some exceptions where we won't mark a contact as archived that you need to take into account.
You can't archive contacts that have either logged into a site in the last thirty days or have active purchases.
So if we go here, this other guide, we talk about let's see here.
I had it open, actually.
Who counts as an active contact for billing purposes?
If they have an active purchase, if they're participants of an active purchase, if they're subscribed to a list, or they're currently in automation, or they have a tag, right, or if they're an affiliate.
We don't count contacts that have asked to never contact them, do not contact, unless they've made a purchase.
And we don't count them if they're archived either.
So if someone has do not contact on and they're archived, we don't charge you for them.
And then just just to be super clear, each contact only counts once as a contact.
So you could add a list 37 times with the same names.
We're not gonna re keep counting that person as a different contact.
So there's that.
The following will exclude the contact who's being counted as active, their archived, and do not contact.
So now we also wanna look at is this contact cleanup, and this is the question that we had earlier.
People are a little bit worried about this.
So, again, did we check if they're an active contact?
Do they are they are they part of anything?
Right?
Purchases, tags, affiliates.
If not, I'll show you in a second where you do that from the contact side, but we can clean them up for you.
So everybody should read this guide before they do it.
And then if you have any questions, you can still ask for sure.
But we're going to delete them from your list completely.
So they've said they're unengaged by not reengaging with your automation.
They don't fit any of these criteria.
Right?
We can clean them up and delete them.
This will only delete contacts who have no connection to any products, are not active in any automations, are not actively subscribed to any list, and don't have any tags.
Contacts who have connection to an inactive product can be deleted, but they will be anonymized to maintain purchase information for your records.
If contacts have for active product purchases, they cannot be deleted.
So and then as before we do this, you're gonna get this pop up.
You can untag all contacts that are inactive except for the tag.
So let's say you're not sure if this person should be deleted or not, but if the only thing that's keeping them active is that they're tagged, you can untag them.
They don't have an active purchase.
They haven't opened an email.
They're not subscribed to any list.
Just pull the tag, and now you can delete those inactive contacts.
Let's see here.
I know there's gonna be questions.
Yeah.
I'll share this right now.
So here's this guide.
Cool.
So let's go back up to that question.
Let me see here.
Let me read.
Okay.
So Christina said, if you use the general cleanup function, do you lose all subscribers on list that have not sent emails for a long time?
So hopefully, this kind of cleared that up.
First things first is try and reengage them.
Right?
You can use that automation, but make sure you've at least attempted two or three times to email them.
And if they still haven't opened an email from you, use that tool.
Right?
Use the tool inside of your dashboard to to tell Simplero what is an unengaged contact.
They haven't opened anything for sixty days.
Right?
We're tracking it.
Right?
So now you know that they're unengaged.
Now you can be a little bit more sure that you're not going to lose all subscribers as long as they're not subscribed to a list, don't have an active product or a tag.
Right?
I don't know if that helped.
So okay.
Let's see what we got for a question.
What about the context that are unengaged and the DMARC tells me many aren't getting the mails from me, I suppose.
How do I know who they are?
I'm not completely sure what that means.
Let me try and break that down in my head again.
They're unengaged, but the DMARC says they're just not getting the mails.
Are you talking about on a email broadcast level?
See if I have any emails here.
Yeah.
We don't even have any.
That's what's a better site to check this out?
This is just our test account.
Still.
Are we talking about here?
The people that weren't delivered to, or where are you seeing the DMARC record?
You're welcome to unmute too and explain this question.
No problem.
I'm gonna destroy your name.
Lota.
Oh, the DMARC email that you get probably from Google, 800 is sent.
That is a good question.
I'm not sure the relationship between what we say to send and who actually received it.
Let's look at that real quick.
Delivered to a %.
So this would probably say something in, like, 80%.
I need real data to look at this.
I don't wanna dig into our, like, actual Simplero instance, but I know there'd probably be some data there.
I I just come in here, Celeste.
Okay.
It says in in the Simplero says it's a %.
Okay.
So we do comes up with around eight eight hundred to 900.
And I just find this strange, and I don't know what to do about it.
Sure.
No.
That's a good question.
How about this?
I'm gonna take a note, and I will get someone way smarter than me from the tier two team to get you a better answer for that.
Is that okay?
Yeah.
Okay.
Thank you.
Yes.
Let me just make a note.
Get your name and the question.
Hold on one second.
That might be interesting for more of us.
So maybe put the post in the in the community.
Sure.
No problem.
I'll make a note of that for sure.
Perfect.
So And and an email to me as well, please.
Yeah.
Yeah.
For sure.
Thank you.
I'll create a support ticket with you.
And then, yeah, once we get some, like, real, you know, real hard information about that whole system and how they speak to each other, we can make community post.
Lovely.
Thank you.
Cool.
Alright.
Got we did it.
We did it.
What does everyone think?
I'm sure there's lots of other questions here.
Maybe not.
A lot of you guys are pros, and you're just hanging out with me, I guess.
You don't see me enough during the q and a's.
I don't know what it is, but I'm grateful for you.
What other questions do we have?
Nothing matter.
Still got 10 people hanging out.
That was cool.
Thanks for coming.
We're doing some more workshops coming up, guys.
We got style guides.
Those are fun.
They're they're changing.
Right?
That's kind of like a a feature in motion, so it might be helpful to jump onto that to kinda see where things are pointing nowadays.
We the the real, use would be for some people with the older legacy pages, like, what style guides do I use, what's gonna happen in the future, like, what's talking to what.
So come to that one if you can or watch the replay, and then we'll do another builder one coming up soon too.
Okay.
Cool.
So we got workshop with q and a, Facebook ad list integration.
That's cool.
Facebook ads.
I like that.
So can you clarify, Jenna?
Do you mean how to use Facebook ads with Simplero?
Like, just top high level, add the integration?
What does that mean?
How to track things like that?
Yeah.
Okay.
Yeah.
Okay.
So just ads in general, it sounds like.
I'll make that as a note.
What's the best use case?
How to add those tracking codes?
How to do the integrations?
I like that.
Robin says, once archived, does Simplero reduce the contacts being paid and adjust billing?
Yes.
That's that's the whole point of that process.
We will adjust your billing and your following.
Yeah.
We will even, prorate you once you do it, I'm pretty sure.
So, yeah, so just that.
Megan, any type of questions?
Why not?
I don't have a ton of time, but if you got one that's that you're just, you know, and you need, let's do it.
I still thank you.
I still can't find figure out how to do the mobile thing.
I I've genuinely, I've searched through, and I don't see what your, how you directed me.
So you're talking about edit for mobile.
Did you get some feedback on which page he was he was looking at or talking about?
Uh-huh.
That was the that was the issue.
Right?
Like, we needed to figure out what where he was seeing the problem.
It was just when he was trying to log in to my website.
Okay.
So from from initial email, like, here, come on in.
He was having trouble seeing it on mobile.
Yeah.
Okay.
I mean, it it's just like well, it's just not fully expanded.
It's not set to proportion.
However, if you, like, scroll through it, he could still, click on the portal.
Okay.
So we are definitely talking just about the the membership site, not, like, your main website yet.
Yeah.
So one way I could test that just give me a second.
I'm gonna stop sharing, and we're just gonna jump.
One Facebook ads, sign up the list.
Real I'm gonna just touch on this real quick for Jeanette.
Yeah.
So what you can do is you can use that Facebook that lead.
People use a tool, called Zapier, and they will create a contact or add them to a list when they create that lead in Facebook.
So that's one way where you can just literally one to one get people in.
Alright.
So I'm gonna stop sharing real quick.
We're gonna go to your account, Megan.
I wanna look at it one more time.
So let's go ahead and read it.
Yeah.
We're in.
So this is the site.
This is the portal, the health center's portal.
Now it is oh, looking better.
That's great.
Cool.
I like it.
So he's saying when it is seen from a smaller viewport, it doesn't look right.
Like, for instance, this is how it pulls up on the phone.
Oh, okay.
That's what I needed to see.
Perfect.
Okay.
Sorry.
No.
You're good.
Let's go oops.
Silas, I think that was the same thing that, Mike was having the issue with my website, on yesterday's q and a call, like, the difference between the desktop and the mobile, appearances.
He's on screen.
Okay.
He the mic issue.
Go ahead.
Don't touch me.
Noise in the background.
So, Mike, I we got back to Mike.
There is an issue with some padding.
His stuff would shrink, and that's good, and he was able to hide and find stuff.
This is an issue with this background image.
Yeah.
Yeah.
So I'm just gonna so, like, what I did is I just went into Chrome DevTools.
You guys can all do this by just hitting f 12.
And if you click on this little button here, you can use different type of viewfinders.
I can even choose, like, do I want it to like, listen to what an iPhone 12 looks like.
Anyway, in case you didn't know how to do that, so this is her membership site.
We got the drop down here that's gonna give access to stuff.
And then hold on.
So if I click on portal so this does look good if you can see this, Megan, this part at least.
Right?
Like, this is what it should look like if they're going inside this from the phone.
Like, we have lesson.
Not bad.
Before I give you the over Very cool.
So that works.
Let's just go back.
So it's an issue with this image.
For some reason, we're not liking it.
So let me let's go edit this page.
This is desktop hero, and it's something to do with last time we've had trouble with if this wasn't text, but that's that's not an excuse.
So let me make a ticket for this, Megan.
Now I know exactly what your issue is because we should still be able to shrink this hero image down even if it is wide like this.
Is that okay?
We'd probably a better place to do it.
I'll just we'll just get you an answer.
Does that make sense?
Instead of me trying to play around with it.
I can't see you.
I'm sharing my screen.
Does that have a thumbs up?
I'm saying thank you a million times.
Yeah.
I finally saw your screen.
Okay.
Cool.
Thank you.
Yeah.
Cool, guys.
Yeah.
I think yep.
We're we'll be good.
If anyone has any questions about contacts because this is being recorded, that would make sense to you.
Let's just handle those and then yeah, any other questions?
We are q and a's or you know where to find me for sure.
Cool gang.
Anything else?
Did I miss anything?
Looks like we got it.
We did it.
Angie, where were you?
I I missed you.
I was waiting, but you're here.
Cool.
Thanks, guys.
So this recording will go live as soon as the recording has encoded.
I'll update it to the site, and I'll make a post about it in the community.
So have a great day.
Thank you.
Simplero Training Workshops
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Learn about the basics of Lists and Contacts in Simplero with this workshop hosted by Silas!
Clarifying note - The "turn do not contact off" toggle refers to contacts that are already on your system and have chosen to “Do not contact” previously. If that is the case and you re-import them, you can choose to turn that off for them.
If you have 2 minutes, we'd love to get your feedback on our workshops. Let us know your thoughts right here.
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How do you filter contacts that are not on a list? I want to see who is not on my email list (I only have one) and reach out to see if they are interested in signing up.
Hello. How do I make the blog form open after a person has been reading for x minutes?
This was so helpful og I am so glad that looked at this video. Thank you!