Hi there.This is Olga here.I'm part of the Simplero support team and I'll be leading the workshop today.Today's workshop is about creating a seamless opt in campaign An opt in campaign is the most efficient way that our members use to get people into their systems.So get new people to know them and and get their email.
0:27
It usually consist on a sign up form where your customers will give you their email in exchange of something.That something might be a freebie, might be a free course, might be a subscription to the your newsletter.It depends on what your business is.But you usually offer them something in exchange.So first of all, we'll go through the different, steps that, an opt in campaign has.
0:57
So this is the usual flow that our customers use.So first of all, you're gonna have a sign up page or sign up form.I'll show you what I mean, by the difference where your where your customers will give you their email.From there, you have two options.You can send them straight to your thank you page, or you can enable what we call double opt in.
1:22
We'll talk more about double opt in later, but what that, helps is to prevent bots to get into your system.And what that does is that they it asks them to go to their email to confirm that they actually want to be subscribed to your list.And after after they do that, they go to the thank you page.Once they've done that, they will get subscribed to a list and they will get a thank you email if you have one, but you usually want to have one.And from there you want to start them on a nurture sequence.
1:60
So a nurture sequence is a series of emails that will get them to eventually buy your product, which is, usually what we want them to do.So it will give them information about you, about what you sell.You have more videos about it in the Simplero platform.But we'll focus today on this flow and we'll go step by step.So let me first go to our Simplero account.
2:27
So this would be what our what your dashboard looks like when you first get into Simplero.So from your Simplero account, the first thing we wanna do is create a list.So we wanna go to contacts, lists, and then up here on the right corner, create a new list.I'm gonna call it August opt in list.You can call it whatever you want.
2:54
And then after you create a list, the first option you're gonna see is if you wanna enable double opt in.So as I explained, what this will do is ex it send them a confirmation email that will ask them if they really wanna be, in your list.This confirmation email can be customized by turning this toggle on.We have one default one, but then you can modify it if you want.Just make sure that you leave this confirm here because that what this will do is it will show the confirm button.
3:28
So this needs to be there.And then here you can change the confirmation button label.Then something else that you might wanna modify here, you might want to customize the GDPR consent message.And you might also wanna change the anti bot settings.So what this will do, is this will show a CAPTCHA of some sort if, if Simplero things that your sign up is suspicious.
3:59
You can change it to be on all sign ups or you can change it to never if you want this to never ever show up.I'll leave it of never for now, but usually what we recommend is the default one.Once you do that, something else that you wanna do is create the sign up form.So now we have the list where all your subscribers will end up.And next thing we wanna do is to add a sign up form.
4:29
So we'll go to sign up forms here and we'll click on create a sign up form.After we do that, in here, you want to probably choose the opt in category because this is already done.You could start from a blank page, but we have some templates that you can use in here.So I'm just gonna use just the simplest one here.And I'm gonna call it August sign up form.
5:11
So once you are inside your form, by default, we will show you the name and email.The email field is compulsory.So, we always need the email to be able to create a contact in Simplero.And then, this is the GDPR field that we will, show by default.So first thing you wanna do is go to the button, click on it, and then here on the right side, you you wanna verify that it's, connected to the right list.
5:41
So in this case, I carried it I created it from the list.So yes.It's correct.And then next thing you might wanna do is add new elements.So right now, we only have the name and email, but maybe we wanna ask for the address or the country or we want maybe we wanna ask them questions.
6:02
So what we what we, do here is click on add element.And then on the right side, you can choose what you want to add.So if you scroll down, you will find input.So input allows you to choose new fields for your form.And then here on the right side, you can choose on select field.
6:28
Once you click on select, you will see here the contact custom fields.These are the ones that you have, already created in your account in your contacts.So you'll see a list of them.I will show you in a second how to create new ones.Or you can add a new custom field.
6:48
What you need to know is that if you add it if you add a new custom field from here, from the form, this will only belong to this form.So it will not be recorded in the contact record, only on the form.So if you want it to be on the contact record, you wanna choose one of the top ones here or add new ones.And I I'm gonna show you in a minute how you do that.So let's say that I wanna ask them for their birth date.
7:15
So I can add here the birth date, And then I could add another one.So let's go and choose a new one.So let's say for this, sign up form, I wanna ask them to choose a product.So I wanna add a new custom field.For example, a drop down that allows them to choose for to choose a product.
7:42
So I'll go here.And you can change the label.So let's say I want to say which program do you want.And then down here, we can choose some drop down options.So I'll say, program a and then put it over.
8:19
Right.Something really cool about custom fields that you might not know is that you can add triggers linked to those custom fields.So let's say, for example, that you wanna add a tag to everyone that chooses program a so you can differentiate them later.Here once when you're creating the field, you'll see this little button.You can add a trigger here and say, okay.
8:43
If this form option is selected, I want to add attack, and then you can either search the text that you have or create a new one.So I'm gonna create a new one, program a.And I want to I can choose a color.So this way, everyone that chooses program a will get, this stack.And then you can do the same for program b.
9:09
So you can repeat the steps, go here, choose, and then add a tag.And then same thing, you can create a new tag, and then go program b, and then create.And then now it's chosen, create trigger.That's something, really nice you can do.So once you keep adding all the elements that you need in here, and once you've done that, you can something I forgot to say is that you can make the fields required.
9:46
So let's say I wanna make, the birthday required.You can click on it.And then here on the right side, you have a toggle that you can turn on for required fields.Then after you do that, you can keep adding, as many elements as you want.And once you finish, you will click on publish.
10:13
And voila, you will have your, sign up form all ready to go.Then after you do that, we'll return.So we click up here on landing pages.We'll return to the Simplero dashboard, and you will see it here already created for you.But what we'll do is we'll go to contacts and go back to our list.
10:38
I'll search for my August opt in list, which is the one we're working up with.And then if I go to sign a form, I can see here is my page that we just created.Something something else that you can, create with inside the assignment forms is an embedded form.So right now, we've created a full page, a full form.And embedded form is a little pop up form that you can add to other pages so an embedded form will not work by itself.
11:13
You wanna add it to another page.It can be inside in Simplero or outside.So what you would do to do that is click here on embedded form.Again, choose a template.So I'm gonna choose all that's embedded.
11:31
And then after you do that, you will see that's the simple form with the, fields.And then here on the right side, you can add more fields as well.This is a more, simple thing so you don't have as many options as if you create a full landing page.But it's nice if you wanna add other add your form to other pages so after you have finished modifying the form you can scroll down and here you will see the embedded code.So this is the one that you need to copy and embed on new pages.
12:12
We have other manuals about that if you wanna check.But what you'll do is copy this and embed it on a page.Now let me go back to our list here.Right.Okay.
12:34
So now we have already our list and we have created our, sign up forms.And then so we if we check our flow, we have already done this one, the sign up page.And then you can double opt in.So we have been able to change the confirmation email, and we have created the list.So now next thing we wanna do is create a thank you page and thank you email.
13:09
So let me just check that I'm not forgetting anything.Yeah.Next thing would be to create a thank you page.So to create a thank you page, you can either, use so if you go to content inside the list and scroll down, here you have the settings where you can customize your thank you page.So Simplero has a default thank you page, so you're welcome to use that one.
13:37
And if you want to use that one, you could customize the message.So if you turn on this toggle, you can simply say thank you and then, here you can say check your email for more information or whatever you wanna say.But that will show in the Simplero arrow default template.If instead you want to use your own thank you page, which is what we what I would recommend at least, what we usually recommend.You wanna turn this off and you wanna here.
14:10
Choose custom.Thank you page after successful sign up so in here it will allow you to choose any of your pages inside your account.So if you go to landing pages, it will allow you to choose one of your landing pages.So if you want to do that before you choose this option, you want to go to create your thank you page.So to do that, you go to marketing, landing pages, and then we'll create a thank you page.
14:41
Very easy as well.We will just create a new landing page, choose thank you, and here we have some, templates for you.So let's I'll just choose this first one.Bogus.Thank you.
14:56
Page.And then from here, you can edit as much as you want this page.So, obviously, this is a template, but you're welcome to edit, delete.So I'm just gonna change this to be.Thank you.
15:17
Something that we usually recommend is that now that you've got their attention like they already sign up to your list and they are interested in you is to try, to promote one of your products.So you could either, simply add a button and link it to your order form.So, you could add more information about your product here and then you could for example, let's say we wanna convert this button to be buy now.You could do that and then link, for example, this button to your order form.So to do that, you would go down here, choose the go to, and then here under link choose products and then here you can choose whatever product you wanna promote.
16:09
So let's say I wanna promote my VIP product.I'm gonna choose this one and then I'm gonna choose the order form.So this way on the same.Thank you page you'll have a button where they can buy straight away.They are already interested in you that you already got their attention so use that opportunity to try to get them in your circle.
16:29
What I've seen some people do as well is, offer them a promotion.So like if you buy now, you can get this discount or give them a voucher or something like that to, give them a little bit of urgency to buy.Once you've edited your thank you page, you'll just go and publish changes here.And then you can go back to your Simplero account and you can go back to your list.So I'll go here to my opt in list.
17:03
And then if I go to my content, back to the settings, I can say, okay, custom thank you page.And then I'll choose landing pages, and I'll choose August.Thank you page.This way, when they finish signing up, they will see your thank you page.And I want to save changes after that.
17:29
Something interesting that you want to know.So see here that it says custom page for confirmation required.So this is, for example, if you have the double opt in enabled, so you need the confirmation first before you actually subscribe to a list, you can personalize that page so you can same thing as we just did create a page and tell them okay now you need to go to the your email and confirm this and then after they confirm they will see this one on top so the customs thank you page after successful sign up.So if you have want to if you have developed in and you want to customize this page, you can use this option.Otherwise we will show us in pair of default page and then down here you can also customize the page they use after they they see after they unsubscribe maybe to encourage them to subscribe again or up to you.
18:27
And then save changes.Right.So now we've already got our opt in that, signs them up to a list and we've already got a thank you page for them where we might or might not promote our our, content.Next thing we usually wanna do is to create a thank you email.So tell them thank you for signing up for for my list.
18:52
Here's what to expect.The easiest way to do that is to go to outer responses and then go to add an auto response and then say thank you for subscribing.And then if you choose zero days after sign up, that means that it will send straight away when they subscribe to your list.So then you can click add to response and from here you can personalize the email as much as you want.Once you finish adding your text, you can just turn it on here to make it active and save changes to make sure it's all saved.
19:31
This way you make sure that they get the email after subscribing.Something that usually we see a lot of people doing is offering a freebie in exchange of signing up to a list.So usually you want to offer either a PDF or you wanna offer them or a little course.So there's three options that we see a lot the first one of them is offering a Pdf with some kind of information or some resources if you wanna share that with them the easiest way is to go to your content and then here under lead magnet content at your file you can go to your PDF and choose your PDF here easy done After you've done that, don't forget to save changes.They will see that PDF straight after, they sign up if you use the Simplero default page.
20:31
If you use your own page, don't forget to include a link to the PDF because that will not show.Then second thing that we see our customers do is offer mini freebie courses.If that's your case, you want to go to Content and then scroll down and here under courses and sites choose your site.So let's say I wanna choose I wanna offer a meditation course as the freebie course for people who signs up to my list, I will choose relax with all and then I will choose for example, these two meditation and yoga course this way as soon as they sign up to your list, they will automatically get access to your courses even if it's been a closed page and then they will get an email with a login credentials.So if you choose any sites or courses that are closed to the public, like, for example, this one, see that it's got, like, a closed lock.
21:35
Simplero will automatically create a Simplero ID for them and a password, and we'll send it to them.So apart from your thank you email.Thank you for subscribing they will get their credentials to access the course and yeah on a Simplero email if you wanna see how this email looks so if you go down here to settings and you go to preview email here, this is how the email looks.So, you can personalize this one, the login info.But then this they will see their username, their password, and then they will see a button to access their content straight away.
22:14
You can also personalize that email if you want to.So if you want to personalize it, you can choose this toggle here.Turn to turn off like don't email about their content and create your own emails.So if you do that, don't forget to send them their, password and their username because otherwise they will not have it so they will not know what to do.So if you choose to do that, I'll show you an example.
22:42
If you choose to not send it automatically, in your thank you email, you probably want to include that information.So what you can do is say, here are your credentials.Then here and then here you can click Simplero ID.What this will add is an interpolation key that will automatically tell your customer their username and then you can do the same with password.So if you go insert and then you click on generated password, you can then you they will then see their password.
23:27
And then after you do that, you probably want to also send them a link to their course because they won't know where to go.So you can say click here to access your course.And then under insert link, you can click and then you can choose.For example, let's say in my case site, relax with Olga courses and then let's say I wanna choose the yoga course and I wanna link to this course I want to display it as a button because it looks nicer if it looks display as a button and then something that can be really useful is to this option here to make this a magic login link if you do that they will be able to access the course straight away without adding their username and password every time if they click from the email so if you go insert, here will be your beautiful button, and then you'll just click on save.And that will be it.
24:30
So you'll make sure you give them all of the information here.Let me see what else I need to tell you about.Oh, yeah one last thing one last way that you can send the resources so we're talking about the freebies that you can share using the lead magnet content or you can share it via course or site another way you can share your resources is via email so you can simply add an auto response.So let's say here is your guide.Let's say we wanna send them a meditation guide.
25:14
We can simply add an auto response and then say click here to download.Here.And then if you select the text, click on link, and then you can find.So you can either link to the page or if you want them to download a PDF, for example.And I'm gonna open a new window here just to not get confused.
25:43
So if you go to content media library, here you can find, for example, your PDFs.So you can upload it here.So let's say I wanna send this guide to them.You can copy here the URL to clipboard.And then once you've copied go back to your email.
26:02
Click on insert link and then you can paste here the copy and Simplero it as a button this way this way when they click it will download straight away to their computer and you can save changes and of course, don't forget to activate if you want them to to get the email.So that's the three ways that we use to to get their freebies and to thank them for their responses.So if we go back now to the flow that we were following, now we've got the sign up page, the confirmation page, the confirmation email.We've got a nice thank you page that, links or not to their content.We can subscribe to a list.
26:50
We've got a thank you email.Last step would be to create a nurture sequence.To do this, you can use, for example, the outer responses.So that would be the simplest way.If I go back to my list and go back to our responses, same way that we created the thank you page, we can keep adding outer responses.
27:12
So let's say let's say I wanna add this is me a second email in two days.So then you can choose two days here and then add an auto response.And you can keep adding as many other responses as you want.So every few days you can send them an email and nurture them this way.If you have one of our higher plans so scale or skyrocket.
27:42
You also have access to our automation so if you go to sorry marketing you have automations and you could also create an automation to nurture them.So we have another workshop about this.So have a look at the list of workshops.I'm I'm not gonna go, too deep now in automations because they are like big big big thing.But automations are like out responses but way more powerful.
28:09
They are they are like one of the most powerful features in Simplero.And it will allow you to personalize like the time that you want them to receive the email.It will allow you to add extra steps by giving them access to things, to add conditions.So there's so many things you can do with automations.While auto response is only a simple version of, like, send emails every x days.
28:37
What else am I missing?Yeah.One thing I wanted to show you, is how to test this.So now we've already created our, opt in campaign, all the steps, and now you're like, oh, I wish how am I sure that this works?What you can do here, first, you can view this in a new tab.
28:58
So that's how it looks.So from here, what I'm gonna do is open an incognito or private window.So to do that from Chrome, you can click on the three dots and then click on so first I'll copy this and click on new incognito window.So here you can paste the sign up form link and then fill it out as if you were a customer.You can fill like all the forms.
29:25
And then in here on the email, don't use the administrator email, the one that you use to log in to Simpero because that is is an email that is already in the system.So it might create a different response than it would create from your users.So what I would recommend is that you use a test email.If you don't have one, an easy way to create one if you have g suits is to, add a plus right before the at sign and then add some numbers.For example, let's say class four.
30:00
This will create a new email on the system so it will trick the system and think that is a new user and it will allow you to test, the user response while still receiving, the emails on your normal email.So let's say, I'm I'm this person and I go, yes, I'm in.This is the page that the system will show, by default.So, if you haven't personalized the, customized the page after the confirmation page, this is what we will show.Almost finished.
30:36
Please click the link in the email we just sent to you.And then what we the user would do from here is go to the email.Right?So we'd minimize this, and then I'll go to my email.And then this is the email I got.
30:51
And then I can click to confirm, which will show me the thank you page.Yay.Awesome.And then from here, you can see what emails your user gets and make sure that your email sequence is right and test all the process here.Right.
31:11
So I think we're done with everything.So if I look at the flow, we've done gone over sign up form confirmation.Thank you page, the list, and thank you email, the nurture sequence.I hope you've enjoyed this workshop.If you have any questions, don't hesitate to contact us in support and we'll be super happy to help.
31:34
There's also other workshops that you can watch.So if you want to learn about other topics, go ahead and watch those or you can also refer to our, help page, help.simpler.com to see our other videos and guides.Thank you so much and see you soon.
Thank you!