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Let’s talk about autonomy now, what the heck is autonomy? Well, I’m going to give you a quick summary of the most important features. You can determine whether or not you think this product should even be on your radar. If you’re still with me after that, hang tight, because we’re going to go deep into all of the features that I find the coolest, the most profitable. All right, let’s get started. What’s up, everybody, it’s Dave here from Profitable Tools now.

Let’s get right into it. What is autonomy? It is a WordPress based email autoresponder. You’ll see the word CRM used throughout the Internet. And there’s actually quite a few products like this on WordPress right now. There’s, of course, fluent CRM as the most recent one. That’s got a lot of buzz. Others also groundhog, very similar product. These are often referred to as CRM. And I take offense to that term because a CRM is not about marketing automation.

Right. A CRM is typically something where you’re getting your hands dirty and you’re following your prospects through the sales cycle. These types of products, Fluence, CRM, Groundhog and now autonomy, which you could definitely group all three of those together. They’re more about marketing, automation, taking you out of the equation so that you can let technology help you market more efficiently. Now, what is different between, say, autonomy, fluence, CRM and Groundhog?

Well, I would say that autonomy is really, really focused on wew commerce. If you’re not using commerce at all on your website, it’s probably not a good choice. But that doesn’t mean you can’t use autonomy if you’re, say, running a LearnDash site or you’re using TutorLMS or one of the other online course platforms, it just means that you won’t be able to use those direct integrations. You’ll need to use wew commerce as your checkout process and then you unlock a wealth of features inside of autonomy.

But that is really a deciding factor. No commerce. I probably wouldn’t go with autonomy. Of course. Autonomy is made by Wu Funnels, who also make funnel builder pro, which I reviewed last week. If you’re using both of these tools along with WordPress, you’re going to have a ton of analytics and a ton of data to power your marketing. It’s a seriously the lethal combination. So what are the benefits of using autonomy over, say, something like active campaign?

Well, yourself hosting. So that means all of the data is going to stay on your server and that can be really important when it comes to privacy. Not saying that companies like Active Campaign are prone to data breaches, but you’re probably a lot less likely to get a data breach on your own website, assuming that you’re following some, you know, good data protection habits. Then a large multinational company, which is obviously a target. And if they get breached, there’s a lot more for hackers to actually take from them.

The other upside here, and it’s a pretty big one, depending on who you are, is you could save a ton of money by self hosting your email marketing. Now, I’ve been doing this for years with Modak and I’m a big fan of MODOK. I’ll be really comparing autonomy to Modak a lot throughout this course because I feel like if they are going to have a lot of overlapping audience, even though autonomy is really focused on particularly WordPress and commerce, and you could really use Modak with any platform.

So how are you going to save money? Well, of course, you’re going to need to send these emails from your website somehow. And to do that, you’re going to need a transactional email provider and that’s just going to be pennies on the dollar compared to sending the same amount of emails through active campaign or I’ll show you how to set up email sending a little bit later on in this video. So hang tight. All right. So if you’re still with me so far, I’ll tell you my top three favorite features in autonomy and then we’ll get into actually using the platform.

So I think the first thing that people are going to absolutely love is the abandoned car tracking with the ability to generate custom coupon codes through the abandoned cart emails. So that means you can have a dedicated personalized coupon code sent out with your abandoned cart emails. This is really powerful and I’m not sure of another email marketing platform that integrates with Woo commerce to do just this. It’s super, super cool. The next feature that I absolutely love is order tracking instead of e-commerce.

So now you can start to segment your users based on how many times they’ve ordered what the average order value is. You could say have a list of your Wale’s the customers that are spending the most on your website and you can make dedicated offers just to them. These are things that people do on Shopify with Clavo. I know that’s a really powerful combination of software and the kind of, you know, SAS side of things. But if we’re doing things inside of WordPress, there’s not been a lot of options to get that sort of granular data right into our email marketing platform.

So I love autonomies approach to this, and I’ll show you it later on in the video. The third feature that I really think you’re going to love is a B testing for broadcast. Now, this doesn’t work for automated emails just scheduled broadcast. And we’ll get into more about why that is and why it’s maybe not such a bad thing later on. But here is why I think they’re AB testing is really good. It operates just like convert kits, which in my opinion is how AB testing should be done if sent to a specified.

In fact, it’s even more granular than kit because you can specify a amount of the audience. You want to send the test to you. So let’s say I have two emails and I change the subject line on one of them and. Then I send out those two emails to 10 percent of the audience, after that 10 percent has received the email, you can get some data back about which one is getting the higher open rate and then you can send that optimized subject line to the remaining 90 percent of your audience.

That is really powerful and a great way to begin to test and see what your audience is going to respond to when it comes to you getting them to actually read your emails key to doing any sort of E via email. All right. So those are some of my favorite features about Ayanami. Again, you’re going to need to be a commerce user if you are. Let’s go ahead and get into it. I’m going to set up email sending on my website first.

All right. So here we are. I’m on the back end of a WordPress demo installation. Now, what we need to do before we actually begin to use autonomy is we have to set up our WordPress website to send out emails. Now, you might have already done this. If you have, you can check the table of contents down below and just skip past this. But I see so many people struggle with this type of scenario where they say, hey, I’m not getting emails from my WordPress website.

And that’s typically because you’ve not set up a transactional email provider. This is something that is required for every WordPress website in 2021. It no longer is good enough to just rely on your host to take care of emails for you. So the way I recommend doing this is going over to plug ins and hit ad new. Now we’re going to grab a free plug in off of the WordPress repository and we’re going to grab one called FluentForms SMTP. Now you may know of Fluent, that is the company Managed Ninja.

They make FluentForms fluent CRM a lot of really great products. NinjaTables is another one of them. So they actually make a competing product, but they have this great free plug in that allows you to send emails from your WordPress website. So we’re going to go ahead and install this and activate it. And then I’m going to be using Amazon sets for the transactional email service. I have activated the plug in and it’s telling me I need to configure this.

So I’m going to click on that and I’m just going to choose Amazon. Yes. You can see they support a lot of different providers of email sending. I think Se’s is the most cost effective. I’ve covered that in several other videos, so we’re not going to go into great detail here. But then I can set up my sender settings, which is going to be my from email and at my from name. I’m going to click this checkbox right here that says for send her name, that will make sure that every email that goes out from this server is using this sender name.

All right. That’s what I want. Now I need to add some access keys and a secret key in over from a WC. So here I am logged into my RWC count. If you don’t have one, you’ll need to get that set up. It’s totally free to sign up Adewusi if you’re going to be a little bit overwhelming, but if you’re brand new to it, it’s essentially going to charge you on how much you use. So there’s not a monthly fee associated with it, which makes it really powerful.

So if you’re not using your website to send any emails this month, which you should be, but let’s say you take a month off, you’re not going to get charged anything. If you compare that to like active campaign, let’s say you have ten thousand subscribers, that’s going to be roughly in the neighborhood of, I’d say like three to four hundred dollars that month. And you’re not even sending out any emails. Yeah. So just to show you here, active campaign.

Ten thousand contacts. We’re looking at seventy nine per month for their professional plan. You can get a little bit cheaper if you on to light or plus, but this is the one that most people are going to go with to get all the features we’re going to show you inside of autonomy right back over to see. What we need to do is set up a user account so that our WordPress website can actually send emails. So you might think I need to go over to simple email service, because that is the service that is going to be sending the emails.

But actually we set up user accounts in HWC or here, which says I am. So I am stands for Identity and Access Management. What I’m gonna do here is go ahead and create a new user. You can give this username anything that you want. And then we’re going to give it programmatic access right here, and I’ll do next, we’re going to attach existing policies here and on the search box, I’m going to search for sites. And what I want is this se’s full access.

I’ll choose this and go next. You don’t need to enter in any tags here that is totally optional. And then you’ll create user on the next screen. And at this point, you’re going to see your access key and your secret key. This is what we need to copy and paste over into fluent CRM. So I’ll copy this, paste it in, grabbed my secret key and pasted in. Now the more secure way to do this is actually put it into the config file, but I’m not doing that for the sake of this video.

Just kind of timeliness. But for a production website, I definitely recommend putting it into the config file. They give you some instructions on how to do that over here. All right. Under region, this depends on what region you set up your HWC account in. I know that mine is in US West Oregon, so that’s what I’m gonna choose here. I’ll go ahead and save the connection settings and that’s pretty much it for sending. Now, we still want to get notifications if our emails bounce back and I’ll show you how to set that up.

It’s only going to take a second. But let’s go ahead and test out the email sending here and just make sure everything works. All right. Sure enough, here we go. This is the Fluence CRM confirmation message. Just to prove to me that the emails are actually being sent from my website. All right. So that’s great. That means that sending is all configured. The next thing we need to do is set up a bounce management item.

Now I’m back over inside of autonomy and we need to set up the balance handling inside autonomy since it’s going to be in charge of actually sending out the emails. So under autonomy, we’re going to go down to settings and then under email. This is where I need to set things up. Now that might change the from name to be my actual name. And I’m an update the from address as well. Understanding limits. These numbers are actually pretty important.

So this is the number of emails that you can send per second. I don’t NAMI is going to batch everything like Krans. It’s going to do everything in dosis. So that doesn’t completely overwhelm your email server or your web server really is what I’m talking about here. So you can imagine if you had ten thousand contacts, if you try to send all 10000 contacts in the same go, it would not only overwhelm your server, but it would overwhelm Adewusi, who’s probably not allowing you to send that many emails.

Now, I kind of skipped through a lot of the SES set up. If you’ve never had an account before, you’ll definitely want to check out one of my other videos on actually setting up. Yes, yes. And getting out of sandbox mode so that you’re free to send to anybody. But assuming that you’ve done that, you can go ahead and log into your account and then click on sending statistics. This is where you’re going to see your max sending rate.

Like I can send 40 emails per second and we have a sending quota of five hundred thousand emails per day or per twenty four hour period. Those numbers are going to be very important over here and autonomy, because I wouldn’t want to choose a number higher than forty per second because otherwise, you know, Amazon is not really going to respect that. It’s not going to let me send more than that forty. So maybe I’ll set this to be something just under that maximum, let’s say like thirty and then the email limit per day.

I think that’s pretty good. I could set that like a quarter million. I don’t have that many subscribers, so no big deal. Now we’re going to get to bounce tracking. You see that’s down here at the bottom. But what we’re talking about, the limits per day, you might be wondering, well, how many contacts can autonomy really handle? And that’s a good question, because I haven’t personally stress test it myself. The question also comes up with any of these self hosted, you know, plug ins that run inside of WordPress.

I think that is definitely an eye raising thing. Right, because WordPress and commerce are already resource intensive. It’s going to be hard for your server to maybe be doing dozens of transactions per minutes on, well, commerce, serving up data, you know, where your online course is or your products, whatever it is that you’re serving. And then also asking it to do email marketing. Automation can be a little bit overwhelming. So you’re going to want to have a really great hosting plan here, something where you’re probably on your own VPs and you can get at least maybe four or eight gigabytes of RAM, assuming, you know, you’re doing some volume here.

If you’re under a thousand contacts, you probably don’t have a whole lot to worry about. These numbers are very difficult to discuss with any sort of authority because it really is going to be case dependent. It’s going to matter how many people are actually using your website at any given time because some of this stuff can’t be cast right. For talking about online courses and taking quizzes or doing checkout’s. Some of that stuff cannot be cash. So even if you have a pretty good hosting plan, you could have 20, 25 people on your site at once and that could really bring it to its knees.

But the beautiful thing about the modern kind of commodity hosting, if you’re going with, you know, Vulture, NWS, digital ocean, something like that, is you can just bump it up. You can just scale up with whatever your website demands at that time. So little aside there. But I think it’s really worth noting, if you’re going to put all of this load on your website, make sure you’re prepared. Appeared to bump up your monthly hosting costs to kind of balance things out, you’re still going to save money in the long run, in my opinion, because it’s just so much cheaper than using something like active campaign, which I actually think is an amazing service.

I’m not trying to knock active campaign. All right. So back on track, what I actually promised to tell you about was bounce tracking right down here. So we’re going to turn this on and then we’re going to choose the email service that we’re using, which is Amazon says now it gives us this Web hook right here. This is what we need to put into Amazon. Yes, actually, not se’s. We’re going to use Essense to do our notifications to keep our website alert that, you know, bounciness or complaints are actually happening.

That way, those contacts can be pulled out of circulation and you’re not continuing to email them, which would obviously damage your reputation and overall your deliverability. And in the end, that will affect your profitability. All right. So I’m going to copy this web hook right here. First, a little bug to report the buttons not working, that might maybe it’s on my end, I don’t know, but I can just copy the URL the old fashioned way, then going to head back over to Amazon RWC.

And this time I’m going to go over to services and choose simple notification service. What we need to do here is create a new topic. We’re going to create a standard topic. That is the first thing you don’t want to get wrong here is to choose their kind of newer platform. But standard topic is what we want to then give this a name. It can be anything you want. It just has to not contain any spaces. So we’ll call it autonomy demo and then we give it a display name, a little bit more of a friendly name if you want.

But I’m good with skipping that and just hit create topic. And here we go. We’ve got our topic created. Now, what we need to do is create a subscription. I know this all seems kind of complicated, but just follow along with me. It’s really not too bad. We’ll go on to create subscription. You want to make sure that your topic is chosen right here. So this is the autonomy demo that I just created. And then under protocol, we are going to choose https.

And the endpoint is going to be that web hook that we just copied over from autonomy. Then we’re just going to create subscription. We click back out to our topic level. We should see that it is confirmed right here. That means that you added the correct endpoint. So from this point of view, everything is set up with S.A.S.. Now we just need to connect asanas to S. S. Are you with me? I know it’s getting confusing again.

You can skip ahead to the autonomy demo a little bit later on if this is getting boring for you. But I think a lot of people are going to struggle with this. So it’s important to go ahead and show you what to do. So we’re going to jump back over into seats and then you’re going to go ahead and find your domain under domain’s here and click on notifications. Then you’ll hit edit configuration. And here’s where you’re going to want to set up your policies that you just created.

So four bounces and complaint’s I’m going to choose autonomy demo. You can make sure that email feedback forwarding is turned off. If you accidentally leave this on, they’re going to also email you every time there is a bounce or a complaint, just let the software handle it, then go ahead and save config and you’re all done. All right. So our email sending is configured. The next day we’re going to do is actually look at what it’s like to build an email instead of autonomy.

I do want to mention that a little bit later on in the video. I’m going to go ahead and set up SMS messaging as well so you can see how you can send text messages via Ayanami. So definitely hang with till the end of the video to see that. All right, let’s get into the builder here. So what does it look like when you’re actually creating an email? Because I think that user experience, you can look at all the features on paper, but if that user experience of actually writing emails is subpar, you’re probably going to end up avoiding using the tool and then you’ll get frustrated and switch to something else.

So other campaigns, we’re going to go ahead and make a broadcast. So campaigns is where you’re actually creating your emails. I think it might be nice to relabel that just emails. You can get a better idea of where to go. But we have basically automations which are going to be sequences of emails. I get sent out and then we have broadcast, which are going to be more like your your newsletters or your more timely alerts. Templates are emails that you want to use as a template that you can easily adapt and send out later.

So if you have like a newsletter template, you can go to that each week and then use it as the basis to create that week’s newsletter. Well, starting off with the broadcast can go ahead and click on our broadcast and see that I’ve got a demo that I set up here earlier. I’m gonna go and delete that. You can also edit it or clone it right here. So if you wanted to kind of reuse things, we could do that.

Go ahead and hit delete. And let’s add a new email. Important to point out before I hit new email that there is a tab over here for assignments will be coming back to that later on. So let’s add a new email. I’m going to call this I don’t test and let’s hit AD. The first thing I don’t NAMI wants is a name for the email. This is just for your internal use so that you can organize your broadcasts. It might be something like a newsletter for the week of June 13th or whatever, let’s say newsletter, volume one.

And then you can choose between a standard email and in a be tested email. Standard email is exactly what you think. It’s just going to be writing the email AB testing I mentioned at the beginning of the video. Oh, I’m a big fan of how they did this year. Before we move on to the AB testing, there’s one more checkbox on this, a little bit interesting. You can basically override anybody who’s unsubscribed and still send them an email.

I know certain software companies who I think must use this software because I unsubscribe and I keep emailing me. All right. That aside, let’s go ahead and go to the AB testing and see how this feature works. Now, I only have two contacts inside of my autonomy setup, so that’s going to be fine here. But obviously you’d probably want to have a much larger audience if you were actually doing a B testing. Now, we have not looked at how you can segment users in autonomy.

There’s a lot of features there in terms of tags, lists and segments I will go into shortly. But let’s just check out this email builder and check out AB testing along the way. All right. So for now, I’m going to send to both of my contacts. You’ve got the option to change your from name and your reply address up here at the top, and then we can enter in our email subject. Then we have the preview text down here, which I really like.

So, you know, on your phone, you’ll see the little like first line of the email. You can customize that right here. So even if it’s not the first line of the email, you can go ahead and enter it. So I’ve got my control over here and I can switch over to the variants where I can change things. Maybe I’ll just remove really cool and just say, check this out. So I’ll show you their email builder in a second here.

There’s a lot more to it than it looks like on the surface. But if I turn on this feature, smart sending, this has got got me super excited about a B testing because this is where I can choose the sample size. How many people are going to get this initial test before it chooses a winner? For me, this is what I want to see out of a B testing. I don’t want have to do everything manually and make sure that come back to see what the winner is and then resend to an unsigned segment.

Doing it for me is definitely the way to do it. And I love this. So you can see here it says This broadcast will be sent to 15 percent of your contacts. After three hours, open rights of all of the variants will be analyzed and the one with the most opens would be sent the remaining contact. So I can change those numbers. I could do 10 percent and I could wait eight hours if I wanted. And, you know, obviously, the longer you wait, the higher those open rates are going to be so that the more accurate your testing will be.

But you don’t always want to wait eight hours to send out your emails either. So case by case scenario there. OK, so that’s a B testing. I’m really stoked about it. You can add as many variants as you want here. It looks like you had three variants, which is great. You never wanted to more than three for an AP test or ABC test, I guess at that point. So I’m going to go ahead and actually get rid of all of the testing and let’s enter into their email building setup here.

So what are our options? Well, first of all, we can just write a plain text. Email? This is what I prefer. Ninety five percent of the time for the businesses that I work with, get the best results, just sending plaintext emails. But if you do e commerce, which is what autonomy is really built for, then you’re probably going to want a little bit more elaborate layout so you can use HTML. You can go to, you know, any of the HTML, email building tools, just paste in your HTML and you’ll have a great looking email or this is what makes autonomy really exciting, is has a drag and drop editor so I can open this up.

Now this is not quite Gutenberg, but it’s kind of similar if you’re comfortable with any sort of page builder, using this application should be fairly simple for you. So we’ve got some elements here. These are under the content section, so I can start to just drop things in, like whenever heading. Want to have some text underneath that and maybe I’ll feature a product. I can do that and then I can have a divider after it. And you just continue on writing your kind of e commerce style newsletter here.

But this is looking kind of sparse and weird. So how can we actually make this look like a regular email? Well, first thing is that this right here, you see, if I go off the content kind of selects this area. This is called a row and I can give the row a background color. So for me, I can probably make that white right. Go and choose white from the hex. Go down there. And that’s looking a lot better, but it’s a little bit narrow.

I probably want this to be a little wider, you know, look really good on smartphones. But if someone does open it up on a tablet or on a desktop, it might look too narrow. So I’m going to make it a little bit bigger to do this. I’m not inside the content area. I’m going to go down to where it says body. And here I have the ability to change the content with. I usually like to make my emails about six hundred to six hundred and fifty.

I think that generally looks the best and tends to get me really good results sometimes that this is six thirty right now. I like that with it’s looking pretty good. I did notice that the content is maybe a little bit close to the sides of my, you know, my row here, I guess they’re calling it. So I’m going to click over onto the row again and here’s where I can actually add in some padding on all sides so I can just kind of, you know, either type in a value here like fifteen, or I can just use the plus and minus buttons to increase that as I’m watching it change over here on the right.

If I click more options, I can kind of split those apart so they’re unlocked. And I could say make the top and bottom a certain number of padding and the left and right a different number. Same thing goes with border. Now, this would be a border around the row. Right. So I can go ahead and add in a solid border here and see if I click away. There’s now a nice, thick, gray border around this section.

I could add in a new section if I wanted by our new row excuse me, by clicking there and adding in some content drop in, maybe another heading, some more text and another product. There are different column features here where I can have maybe a one column or a two column set up for now, I’m going to stick with a single one column, and then we probably want to change the background here to match our other one. And let’s add in some padding to our sides again, like we did 15 before, and we’ll add in another border.

So now I’ve got two rows with a single column. Each will be nice to have a little bit of spacing between them. I think that would look pretty nice. So I can go under the row properties and I’ll unlock this. Let’s just add in a little bit of spacing between the top row and the bottom row. All right, there we go. That’s looking pretty good. Kind of gives it more of like a morning brew type of. Look, this is pretty challenging to do.

In other email, editors even paid sassed products. So I think this is a really, really strong email builder. I’m pretty excited about it. I mentioned that I use Modak and Mark’s got a new integration with Graps Jess. Honestly, this email builder pretty much knocks it out of the water. So what don’t I like? Well, right now, it’s pretty much just some naming conventions like this idea of merge tags. There’s a really weird name for personalization tokens.

Right? So I think merge tags, like I’m somehow taking people that have been tagged for making events on my website and then combining them together or something. Now it’s simply just like placeholder like, you know, so you can do hotlinks of specific things, like if I wanna put someone’s username in, I can go to contacts and I can say their first name. Right. I’m going to copy that. That could be like, hey, Jim, you know, a first name and then you get that in the headline.

So that’s what Merge Tags means. So some of the naming conventions, I think are a little bit outside of what I’m used to in the applications that I have come from. Text editing is nice and smooth, just like you’d expect. We’ve got all of our kind of standard text editing features here. Alignment’s underlining bold emojis are right there. Everything you could probably expect to find is easy to get to. Linking, of course, is available as well.

All right. So that’s the email builder I could probably spend all day talking about it. Let’s go ahead and hit Save for now and we’ll move on to some more features. So when you hit save, it pops you back out into the broadcast builder here. This is where you can actually send off a test email. You could save this email as a template. So if you’re going to be making more newsletters that look like the email you just built, you don’t have to redo it.

And then you’d better next time you make a broadcast, you just go to my templates and be able to grab that. You can also see a preview here of what it’s actually going to look like. Click on Show Preview and you get a preview inside of this little motha pop up. It has maybe some rendering issues inside of Chrome right now because it’s kind of going past this line at the top. You know, small little thing. I’ve noticed a couple little glitches like this throughout the software where it just they have maybe a little bit of coding tweaks to do on their modal pop up specifically.

That seems to be what is kind of broken. We can add UTM parameters. This is for Google Analytics. So these are often called tags. So you’re creating the tags for UTM parameters. Don’t be confused. This is not tagging for your database or tagging your contact list. This is simply so that you can track things inside of Google Analytics. So the idea campaign source being your newsletter, where is the traffic coming from? The campaign is media.

So again, source is what what does it actually coming from is that, you know, your email sequence, Assael sequence, something like that, then the medium it was the social media, is it, you know, in email, things like that. Then you can give it a specific names. You can really tell where things are coming from and then you can also add terms and content if necessary. Typically, these first three are, you know, things you’ll see in every sort of UTM campaign.

So what will happen when you turn this on is that these UTM parameters will automatically be added to any links that are inside of the email, which is really great because that’s going to show up. Any clicks will show up inside of Google Analytics. So you can see actually where your traffic is really coming from. OK, so on the next page, this is where I can actually go ahead and schedule things. I can either send it right now or I can schedule for later.

It’s got a nice picture here. Very, very clear when the email is going to go out. Obviously, this is going to be in your local time zone wherever you have your server set to. That would be actually done at the, you know, WordPress level. I’m actually going to skip out of here because I don’t need to send this. I’ll show you under settings if you want. Or General, you can set your time zone here and that’s where it’s going to pull from.

One of the refreshing things that the autonomy team did is they didn’t try to build some form builder get, you know, halfway through it and ship it, call it good enough. We’re on WordPress here. There are dozens of great form plug ins. So instead they’ve just gone ahead and integrated with some of the best ones. So we can add a new form over here. Just click, add new. You’ll give the form a name. Hit ad, and then they’re going to ask you where the form is coming from.

So is this an Elementor forms that gravity forms? They also support WP forms, FluentForms and then just whoof funnels options, which if you’re not familiar with whoof funnels options, wuv funnels is the funnel builder pro plug in. I review last week. It’s got an opt in sections. You can actually create options to try to get leads for your website right inside of the funnel builder. Really cool, powerful stuff. I’ve got FluentForms installed here, so let’s go ahead and connect up a FluentForms here.

I choose this and you can see all of the different forms that I have available to me. I’ve got this conversational form. I’m gonna go ahead and grab that. It pulls in all of the fields inside of the form so it has a name, email, a subject and a your query, your message type of field so I can go ahead and map these into autonomy, name, name, emails, email, so on and so forth. So obviously the scenario is someone is opting in to my email list here.

Right. That’s why they’re filling out the form. At that point. I can tag them or I can add them to a list. And this is probably a good transition point to talk about how segmenting works inside of autonomy. To do that, let’s go over to contacts so you can see we’ve got some tabs at the top. We have all audiences, fields, lists and tags. Now, in my opinion, there’s one here that doesn’t belong and it’s lists we can just kill.

That Fluence CRM did this, too. We don’t need lists. If we’ve got audiences which are really just dynamic segments, we don’t need lists. I understand that some people are attached to it. They you know, if they’ve been doing MailChimp for 15 years, lists are a thing that MailChimp doesn’t seem to want to give up. But for modern email marketing, I don’t see any reason to actually use lists at this point because we can create lists based on audiences.

So we’re going to audiences. We can create a new audience. I could say this is like my newsletter subscribers, right? And then the filters for the newsletter subscribers could be something like they have the tags newsletter option. Now, unfortunately, I don’t have that tag added into autonomy and it’s not letting me create them at the same time that I’m creating my dynamic segments. That is definitely a small, weak spot. I’d love to see the ability to add new tags right inside of the, you know, the segment builder.

I’m going to call them segments, audience, builder, whatever you like to call it. So in order to actually add this tag, I’m going to go over here to the end where it has a list of tags. I’ll go and add it here. And then back over to my segments, my audiences, I’ll go ahead and add that new audience again, newsletter subscribers, add a filter, segments tags, and now I can say anyone who’s got the newsletter in tag is going to be a part of this segment.

Now, how does that work? Well, when someone goes to my form, open that back up. We’re under the mapping. We can add tags to this form. Right. So anyone who fills out this form is going to get the news that are often tagged. They’ll automatically be added into my segment. What’s really nice about this and why I prefer this is it kind of leaves a paper trail of all of the actions someone has taken on your Web site and it’s portable.

So if at some point in the future, I do want to move away from, you know, a self hosted email marketing solution, I can export my contacts in all of those tags are going to be something that any platform can understand. So this is a little bit of future proofing. Not that I’d be planning to move away from this platform, but you never want to lock yourself in so that you’re, you know, just you’re stuck with it until the bitter end.

All right. So back over to contacts, kind of just rounding out this section. I can click on any contact and get a more detailed look at what they’ve been up to. So if you’re doing this at a smaller scale and you want to be able to engage with people and not do it, you know, with automation, which really is where the power of autonomy comes from, you can do that, right? You can look in and see, OK, what if they bought what funnels have they been through?

If you’re using a final bill there, pro, these two tools really work powerfully together because getting this information, you know, seeing what they’ve opted in, what they’ve bought up, sales bump offers, those types of things. Just doing that from one overview screen, really, really a cool thing. I could add tags here. I could add them to lists. You could do things like requestor, phone number. So if you want to send them text messages, you need to have a phone number, write something, be all.

Add in a phone number here for later on when update this. That’s something you definitely want to acquire. You know, at the same time of checkout. If you’re going to send text messages to people who have already bought on your website, it’s kind of weird to ask for a phone number when you’re just doing like an opt in, but a phone number when people are checking out, that’s much less awkward. So I definitely would recommend that. All right.

So other purchases, you can see a list of all the specific purchases that have been made. Alvie average order value. You can see that this is less than the average order value for most people on the website. So that’s kind of nice. You can see, you know, kind of how the person fits in. They try to give us some of those insights up here at the top. Actually, they say this is a customer, meaning they’ve purchased before.

It’s a new customer, meaning they’ve purchased for the first time recently, and that they have an average order value that is a little bit on the low side. The email section is going to show me any emails that have gone out to this person. Same thing with The Sims. Obviously, there’s nothing going on there. Funnels will show me in more detail all of the funnels that they have gone through and then notes this is just a place for you to leave notes on the specific contact.

Maybe they’re having an issue with an order or something like that. You want to drop a note there? You can do that. It’s definitely not a full customer support panel, but it’s better than nothing for noticing that this interface is super fast. It’s not because I’m pulling in these are magic tricks or that this is a self hosted. It’s not. This is, you know, on the cloud right now. I’m going up to a website and interacting with it.

It’s fast because of a couple of things. First of all, it’s not getting a lot of traffic. Right is the demo site. There’s not a lot of people going there. But second of all, it’s also built with reactants. So it’s, you know, very modern forward thinking. Well, commerce is kind of moving over to this platform as well. Definitely kind of the future of coding or the future of development. Good to see that this product is already there.

I mentioned importing and exporting recently. Those options are available to you as well. I know that Fluence CRM took a while to add that in. It was one of the reasons I like really held me back from from using it heavily. We can export and import contacts here. I think fluent can do that now. I just took him a while to get there. We can import and export contacts here. We can also filter over here. So that’ll change what columns are displayed here in our grid.

So if I don’t need to see tags, I can close that and that disappears. Or in my case, I would hide lists. Right, because I despise lists. You can add custom fields. That’s important to note. You can either do that around the contact page. We’ll go back to our contacts here. You can add a custom field right here. You can add a field group or a field itself, or you can, of course, do it from the contact page itself, working at custom fields.

What are custom fields and when would you use them? You know, aside from tags? Well, generally tags are kind of from either a track record of something that has happened. Custom fields are going to be more like a status, like a subscriber, things like that. Or you can be on and off because it’s typically going to have less variables to it. Topic for another discussion. But just in case you’re curious, you know, we have a custom field for maybe they have a company phone number and a mobile phone number.

We can have a custom field for that. Each one of the custom fields is going to have a merge tag or a personalization tag that you can copy and paste inside of your emails. So just a couple more things to. Cover here, and then I’ll set up CM’s and we can get this video concluded, first thing I want to talk about is Cartes. So this is really great because everything’s on the same platform, right? We got two cameras and then Autonomy are all living on the same website.

So no data needs to be sent around the Internet. It’s going to be very easy to actually recover the exact cart that has been abandoned. This can add a ton of revenue for your business. So the idea is if you’re not familiar with what a abandoned card is, it’s someone’s going through the checkout process and then they decide they don’t want to buy it. Right. They they venture off and do something else on the web. Well, you can have that cart actually trigger a series of emails in which you can include a discount if someone comes back to you, you don’t have to include the discount, but you can just remind someone gently that they left their cart full of things and then come back and finish the checkout.

If you really want to entice them, you can include that custom coupon code so that they can also get a little bit of a discount. So how does this all work? Well, we’ve got, you know, three tabs here, recoverable, meaning that these are cards that have been abandoned. We’ve got recovered, meaning that these are cards where those emails were actually sent out and it was successful. And then we’ve got lost. That’s going to be, you know, cards that were abandoned and then never completed.

So at a certain point in time, you know, you just wouldn’t expect to get that person back. How do you set this all up? OK, so under settings we can go under Kaat. This is going to be all of the details for recovery. So how long do we want to wait before we actually mark that card as recoverable and then start sending people emails? Sometimes if you’ve got a lot of questions on the checkout form, you don’t want to be sending them recovery questions before they could have actually completed their purchase.

So I’d say wait an hour or two is probably a good idea. It sets it up as 15 minutes. I think that’s a little bit short. The cooling off period this is set to 15 days, it says, excludes customers from card abandonment, tracking if their order was placed a certain number of days ago. So allowing them to not get that card abandonment sequence, if they’ve already ordered within the last 15 days and then lost cards, when are those orders deemed unrecoverable?

You can add tags when someone leaves an abandoned cart. You can do that right here. Add a tag line. You can also start to track them when they hit the add to cart button rather than when they actually begin the checkout process. So that’s probably what I would recommend doing. This is only going to work for logged in users because if someone hasn’t started typing out their email address, you won’t obviously know who they are. If you don’t want your staff or your team to be getting any sort of card abandonment emails, you can exclude certain user roles or even just blacklist their emails right here to avoid any annoying messages.

And then down here at the bottom, there’s a success notice or a failure notice to let them know whether or not they were able to restore the cart, putting all the items back in and allowing someone to finish checking out. OK, so you’ll need to set up all of those things and that’ll kind of give you the parameters for how the cart tracking works over here. Tracking is really only happening with autonomy at the level. It’s one of the downsides of using autonomy over using something like Modak or active campaign where you can actually have a tracking pixel, follow them around the entire website.

You can see maybe what products or services they’re interested in before they even opt in. So that is one of the strengths of of using something like Modak, which I, you know, obviously a very big fan of, but it doesn’t do a lot of the things that autonomy does. So you kind of got to figure out, you know, which is the better fit for your business. OK, so what actually happens when a cart gets abandoned?

Well, that’s going to be set up over here under automation. So we’ve got to abandoned a cart automation setup here already. Let’s go ahead and look at them. So here’s our workflow. So when a cart gets abandoned instead of commerce and I can track conversions here by turning that on when a cart gets abandoned, then we are going to send an email. And here is the email. I can actually go ahead and grab a template for this if I want.

You can send test emails and at the subject line, all of that go into the drag and drop ed if you prefer to do that and then you’re going to wait 24 hours before you send them another email so you can see the twenty four hour delay. And inside of this email is going to actually have a custom coupon code included, which is awesome. So here’s the custom coupon code. You can go ahead and modify the settings here. You can base it on another coupon and then just change the actual code itself using their immerge tags or their personalization tags.

If you’re worried about someone taking that coupon code and then just sharing it on social media so everyone can take advantage of it, well, you can set a custom expiration time. So 72 hours in this case. And I can also restrict it to that particular email address so that it can’t just be shared, you know, wildly. You might want to just consider allowing them to share it. If it’s, you know, profitable coupon for you, who really cares if people feel like they’re gaming the system but you’re making more profit?

Yeah, it is what it is. So that’s up to you. We can set the. DeLay right here inside of this delay block right here, so I can change this to come out immediately if you want to do that or, you know, you can have a fixed time. So it goes on a specific day. If this is related to a specific event, you could say send out this coupon to everybody who hasn’t bought by a certain time is kind of like a last chance savings type of thing.

Or you can delay it. A customer might say 24 hours. You can do that in minutes and days as well. Nice little additional options here. Really get on the fit and finish, as I mentioned inside of you, funnels or the funnel builder plug in. I liked how they had all of these extra features that sometimes developers leave out so I can delay to a specific time of day. So if I choose this, maybe I want all of these emails to go out at 9:00 a.m., but I want them to wait 24 hours first.

That is really cool and not easy to accomplish with a lot of these types of plug ins. Same thing with this check box to only send on specific days of the week. So maybe you want to send this just on the weekdays. You could easily do that and then just avoid, you know, weekends for whatever reason. All right. So back into our workflow. That e-mail gets sent out with the coupon code and then another email gets sent out two days later to remind them that their coupon is expiring in twenty four hours because it lasted 72 hours.

And at that point you could do anything that you want. I was just kind of playing around with some different options here so I could add in. Let’s say I wanted to add another action. I could choose a direct action which would happen automatically, or I could add something called a conditional action, which would need other circumstances to decide what’s going to happen. As an example, let’s say we want to offer someone a discount, but only if their card value is above a thousand dollars.

Well, then I could configure a rule that if the card value is she’s card total is greater than, let’s say, 999. And that’s all I need there. I could add more actions if I want, but in this case, if the card value is more than a thousand dollars, then I want to go under Wuk Commerce and create a coupon and then we’ll email on that coupon. Right. So that is basically we replace this little conditional section with the previous one so that you could segment whether or not you want to send out those abandoned cart discounts.

So if yes, then they’re going to get the email with a coupon and still need to add in another action here to actually send the email. Right. But if not, then I could just go ahead and send them a message saying, hey, you left, your cart is abandoned so we can really customize things really, really full featured here, I would say is not quite as advanced as some other email marketing automation tools. But the fact that we have conditional options here now bodes well for the future.

But it doesn’t do simple things like if I want to check, if someone’s opened an email and if they haven’t resend to them, I think that’s kind of a standard automation that I look for when I’m looking at these types of builders. I don’t see any way to do that right now because like right here, I’ve got an email set up. And if I want to check to see if that email is opened, which I can’t do, because that’s not one of the conditions.

Right. Everything is kind of related to the cart here. On the flip side of that, we’ve got a lot of metrics here that are not super easy to get one as soon as you leave woo commerce. So in terms of how effective are the actual automation’s? Well, I can see the engagement over here and obviously I haven’t sent out this actual automation, but I be able to see which contacts got sent, the automation, how many options there are, what the click rate is, how many people unsubscribed, how many people converted, and what the revenue from each email sent is.

And that is really, really powerful information. I can even go into the actual orders that were associated with that email that was sent out. This is really high level e-commerce marketing, super exciting stuff. If you’re running an e-commerce shop, of course, we can get more analytics over in the analytics section where we can see, you know, the abandoned cart sequences. We can see each contacts, you can see the emails and SMS messages, as well as overall engagement.

The engagement section probably shouldn’t be overlooked. This is really unique. It’s going to give you an idea of when people are opening your emails, what time of day and what day of the week is best for you to send emails. That’s gold, right? That’s really, really important data to have. All right. Let’s wrap this thing up by connecting up Twilio and we can look at sending SMS messages. So I’m going to go over to Connector’s.

This is where you can integrate with all sorts of different applications. Actually, you know, interestingly enough, it works with a lot of other email marketing platforms like Convert Keit, Active Campaign Drib HubSpot even works with my favorite Modak. So, you know, you could definitely use these two platforms together if you want to. All right. Let’s go ahead and connect up to Twilio, which is what we’re going to use for sending out our SMS messages.

Now, as soon as you hit Connect, it pops up in this dialog box and it asks for your Twilio account information to get this information is super easy. Just log into your Twitter account and it’s going to be front and center. You see, here is my phone number. I can see my side and my Otho, can you simply copy and paste these over into our. Anami, then Jetconnect, and you’re good to go as soon as you have Twilio connected, you will be able to add SMS messages to your campaign so we can go over to my automation’s here.

I could add in an SMS message to my recovery. So right. As soon as a cart is recovered, I can add a direct action, which is going to be a message. In this time I can send an SMS. That field wasn’t there before and continue and that I can text someone. I can even text them that discount code later on in the sequence if I wanted to. Of course, it’s also going to be available in your broadcast.

Instead of making email broadcasts, you can do SMS broadcasts. Just go under the SMS tab here and follow the same instructions. It’s going to be just text you can’t do. Obviously, you know, it’s nicely designed. Layout’s inside of asthmas. It does have a B testing for asthmas, though. That’s really cool. It’ll show you your segments. Or in my case, I only have the one contact with a phone number. I can choose that and then just simply go ahead and type out your Asmus message.

You can even use those personalization tags and you’re good to go. The only setting that is relevant to Assam’s is obviously under settings here. There’s the ability to type stopped. You unsubscribe. You’ll definitely want to make sure that that is configured correctly. So that same thing as with email, you don’t want your messages basically harassing people. You can get into a lot of trouble for that. All right, so that’s it, that’s my thoughts on autonomy, a lot of really good stuff happening here.

Just a few small things I’d love to see improved. But man, what a great time to be alive in terms of all of the email marketing automation options we have available to us. I think if you are using funnel builder pro, along with newcomer’s, this is you know, they include it in a bundle. So it really makes a lot of sense to kind of just keep everything in-house if possible. At some point, you probably will reach the upper limits, you know, assuming your brain keeps growing of what this type of situation can handle.

That’s why I recommend using tags throughout so it’s easy to move off and kind of separate things on to different platforms. Now, when would I avoid this? Well, obviously, if you’re not using e-commerce, it’s not really worth your time. But I would also avoid it if you know, you’re using multiple websites, let’s say you have, you know, a specific Allums website and then you have an e-commerce website and you have maybe another one that you do for like a forum or something like that.

They’re all running WordPress and you do single sign on between them. In that case, it’s going to probably be more difficult than it’s worth to try to connect them altogether. This really works best when everything is on the same actual installation of WordPress and not spread out across different sites on the Web. So that is my two cents. And autonomy, I think, is a super solid product. I do have a link down below. It won’t be perfectly clear.

This was not a sponsored video, just my own opinions of a link down below. If you found this video helpful, you want to support all the channels. You can click on that. I will earn a commission after you make a purchase from clicking on that link. You can do it for this video. Make sure you hit subscribe if you haven’t already and I will see you in the next one.

Part 2 Transcription

So I love sales funnels, it’s kind of weird to say that, but I love planting them. I love implementing them. I’ve just seen so many businesses go from the trash can to completely dominating in their niche by simply adding a funnel to their marketing plan. In this video, I’m going to show you how you can add click funnel style up sales bump offers all of that goodness to your WordPress website with a brand new version of a plug in that maybe you haven’t heard of yet.

Let’s get into it. What’s going on, everybody? It’s Dave here from Profitable Tools. And today we’re looking at wuv funnels. Version two has just come out. It’s just about to be released. Want to explain to you exactly what’s going on here? I was provided early access to a version to Beta, and that’s what you’re going to be seeing inside of this video. This is not a sponsored video. The opinions inside of this video are my own.

I’m going to tell you what I don’t like about it. And what I do like serves me no good to actually recommend products that suck. You won’t watch my videos anymore. So let’s go ahead and take a look at how this thing functions. So here’s the back end of a WordPress website. I’ve just got to commerce installed. I’ll show you what products I have here. I just added these in, like, standard products. I’ve got a couple of Bumpe offers, a few up and then I mean product here.

I called demo product. They’re just simple virtual products without any shipping associated with them. They all have prices and I’ve set up straight so that I can actually accept payments. So doing all of that was totally free. Commerce is free. You can download it right from the WordPress repository. Getting set up with Stripe is totally free. Will Funnels, on the other hand, is a paid extension for commerce that allows you to take your standard products and turn them into full click funnel style sales sequences.

So the idea here is that you’ll get a sales page, an elaborate custom checkout. You can do bump offers, you can do up sales and down sales. And of course and with a nice custom. Thank you, Page. So I’m gonna show you how all of that works here and kind of give you my reactions as we go. So obviously I already have whoof funnels installed. We’re looking at the dashboard right now. We’ll come back to that a little bit later on.

But let’s get right into building a funnel. So I’m going to click over here on a funnels and I’m going to use add new. I’ll give the funnel a title. Let’s go to so one thing that I find really cool about funnels is that they make it really easy to distinguish between whether you’re building a sales funnel or whether you’re building an opt in funnel. So a sales funnel is going to be obviously selling a product in an opt in funnel is just trying to get people to join your mailing list.

Now, speaking of email list, Woo Funnels does have another product called Autonomy, which is basically an email marketing application. I’ll be reviewing that a little bit later on, but we’re not going to talk about that in this video. All right. So for this video, I do want to make a sales funnel and I’m using the Elementor page builder. If we click on this, you can see that you can also use Divi or what they say is other.

So what other means is that you can use any page builder you like, but you’re going to have to rely on your own design and you’ll be using shortcode rather than like. In my case, I’m going to be using Elementor and there’s dedicated Elementor widgets not they don’t want to bring in the whole funnel. I can choose up at the top what kind of page I’m looking for. So if I just want a sales page, I just want to check out Page.

I can do that here. But for this case I might as well just choose an entire funnel. You always have the option to start from scratch. So if you’re not the type of person who likes to use templates, you can definitely do it on your own. So looking at just the Elementor templates, there are looks like nine full funnels for Elementor to choose from. They all have pretty nice looking designs. They’re actually a little bit more on kind of like the click funnel style as well.

It’s going to preview this one. So this is like a sales page for a supplement. And these buttons just kind of scream out, click funnels to me, which I actually think is a good thing. If someone’s coming from click follows, I want to be able to reproduce the look and style of their site and make them feel like they’re not going to drop off in because Click Funnels is so religious about kind of pounding into people’s heads that you have to follow these practices in order to see a good conversion rate increase to actually move.

In my business, I move a lot of customers over from click funnels over to WordPress so this software might come in handy for me. This is a really nice interface for previewing the sales pages. You can see it’s got a nice little model of responsive selecter up at the top here. Overall, the page looks pretty solid. I can go through the different steps of the funnel here. So this is the sales page. Here is the checkout. That looks pretty nice.

This is the upswell templates. And here’s the thank you page. All right. This looks good. Why don’t we go ahead and import this? All right. So the page imported really quickly and they’ve taken me to this screen where I can see the overall flow of the funnel. So basically, we’re going to start off with the sales page, go to the checkout page, then we’ll hit an Opsahl and then we can go to a thank you page.

I can add in new steps here. They’ve got six different types of steps. However, I don’t really see the need to add multiple steps of the same kind. And I’ll show you what I mean here in a second. But we’ve got the opt in, the opt in confirmation. That’s not going to be relevant in this type of funnel because it’s not an opt in funnel. And then we’ve got the sales page of the checkout page, the up sells and thank you.

So everything we need is already represented. Now, you can see a couple of red badges here on some of these pages. So basically the checkout page does not have a product associated with it and it also doesn’t have a bump offer. So it makes it very clear, hey, you need to do something here. So let’s click on EDIT for this checkout page. So in this next screen, it looks like I can open up the Elementor to edit it.

I can also switch my editor here if I wanted to, and I can go over to products and this tab and this is where I’ll actually connect up the product to this checkout page. So I’m just going to add product here and this is where I’m going to add my main product. So I call that demo. I started typing in demo and then it goes and searches. Woohoo! Commerce Product Library finds the closest match. The only thing I’d like to see improved here is maybe an ability to just like if I don’t know what it’s called, just click and then drag through, you know, like a list of my products.

I think that’ll be really helpful. But I guess most of the time you’re going to know the name of the product you’re trying to sell to have Atami product. Now, it’s worth pointing out that on this page I could actually add additional products so I don’t have to just sell one product inside of my funnel. I have the options at the bottom to restrict a buyer to select any one of the above products. So meaning I can have variations. I could also have the buyer select any of the above products so they could buy multiple.

Maybe you have a few different options and they work together, or you can force people to buy all of them as one, essentially creating a bundle of different products without having to go ahead and add a separate product inside of commerce. And let’s move over to the next section, which is Fields. Now, this is probably one of my favorite implementations of this feature in any plugin I’ve used. So what we’re talking about here is the checkout fields’, right?

So it’s going to be asking for someone’s name and their billing information and all of that. So the way they did this, I think is really clever. So we’ve got sections up here. Right. And those can contain the different fields. So the fields are over here on the right and I can just drag them in. So if I want someone’s phone number, I dragged that in over the. Information section, if I don’t want to call it your information.

Click the little pencil and I could say, give me your info. There we go. It updates, it’ll look like that on the check out page as well if you decide, hey, you know what, I don’t need a shipping address because I’m not shipping anything. You just click the little red box and there you go. It’s gone. If you want to add a new section, you can certainly do that. My new section and here’s my new section.

It’s empty right now, but of course, I could go ahead and add things from the right hand side bar, let’s say like a coupon field. If you want to add a custom field, you can do that as well. Just add your field in here. You can choose between any type of field that you’d like in terms of checkbox Rytr, box dropdown, anything you can think of. It’s able to be added to the checkout. That is super nice.

You even have the option to show it on the thank you page as well as the order email. For now, we don’t really need this section here. So let’s go ahead and get rid of that and just point out that you can easily reorder these as well. So just drag and drop. They move around. Adding multiple steps to your checkout process is super easy as well. So the way this would work is, you know, asking someone for their name and address and billing information or shipping information and then their credit card information all in one page can be a little bit overwhelming, especially if you have other questions you want to ask as well, so you can actually break it up into multiple steps.

So right here on step one and I can click over to step two where we’ve actually got the shipping method, the products, the order summary and the payment processing. We can add a third step if we wanted to. By default. The payment is always going to go to the last step. So you can see that it’s over here on step three and it’s not on step two anymore. So moving over to the optimizations tab, one really cool feature that I like right out of the gates is the first one.

It’s Google address, auto completion. And what this will do is someone’s typing out their address. It will automatically fill in. And you’ve probably seen this, if you like, ordered a pizza or something. You start typing in your address and then it auto completes to be the correct full postal way of adding an address. This is a really cool feature. It is not free, however, it’s free included with BU funnels. But in order to use this, you need to actually go ahead and add it inside of Google.

I’ll show you more on how you set this up a little bit later on. The next option down is do auto apply coupon. So if you want to send everybody to a sales page and have a special discount automatically applied, you can do that. The next option is for smart buttons, for express checkout. Now, that’s a mouthful, but what it really means is you’re going to add buttons in so that people can pay with things like Apple Pay or Google Pay.

Now, this has positives and negatives. The positive is a lot of people like to pay with those services and they might check out more frequently and complete their checkout. If they know it’s completely frictionless, they can just look at their phone and it gets authenticated. The downside to this is it’ll actually pull them out of your regular checkout process, meaning the process is now going to go through Apple or through Google and then any up cells might not get pitched.

So that definitely is something to consider depending on how your funnel is laid out. I just mentioned a couple other features I really like here, your preferred countries. So if you want to, you know, most of your customers are, let’s say in the United States, you could turn preferred countries on and then the preferred country will show up at the top. You just choose which countries are the ones that you want to show up at the top.

So rather than if you know, if you’re in America, you don’t have to scroll all the way down to the bottom to find the United States. It’s way, way down there. There it is. There we go. Now, that’ll show up at the beginning of my country select list inside of the check out. There’s also the option to do a time checkout expiration. So basically, after a certain number of orders, the checkout can completely close.

This can be really good if you’ve only got a certain number of items to sell or you’re trying to do maybe a special limited time discount, that’s a nice option. And you can also close after a certain dates. You don’t have to remember to come back and pull that page down or unpublished instead of WordPress. You can just set that right up when you’re setting up your funnel. Honestly, I was really surprised by the fit and finish of this plugin.

I was expecting it to be a little bit of a work in progress, but they’ve got a lot of really detailed things here, like the ability for a prefill form for abandoned car users so that the form automatically gets filled with whatever information you have on someone who’s abandoned their cart. You can also do things like auto filling the state in zip code so that if someone types in their zip code, the state will match or vice versa. That is super cool and handy.

You see that on a lot of the big players, you know, websites, but it’s not always there inside of commerce. You might need extra extensions to do that. So it’s awesome that’s built into the plug in. And this last option down here is super handy. If you’re going to be direct messaging people and trying to send them to a checkout, maybe you’re, you know, engaging with people in chat or a webinar or something like that.

And you just want them to go right to that checkout. You can go ahead and type in the name of the product right here. How many you want them to buy a special coupon and then you’ll get a you are all down at the bottom. So to show you how this works, I need a product ID to put into this field. I’m going go over in my products, open this up in a new tab. And here is my product ID for the demo product.

It is one one five one will head back to the other tab and I’m just going to type in one one five one. And I could fill out any of these other fields, if necessary, to do one for the quantity. And you can see it actually gives me a Eurail right here where I can go ahead and copy and paste this. And it’s going to take me right to that checkout page with the proper quantity already filled in. So that is really handy.

And finally, well, not finally for the video. Finally for the checkout page, we’ve got some settings here. We can set up our analytics, our custom scripts. So jokes and JavaScript, there’s actually some default settings are system-wide settings we can do when we look at the settings a little bit later on this video, but know that you can override them on a checkout by checkout basis. All right. So let’s go back to the funnel. We’ve just edited the second step right here.

So our landing page is good to go. I’m not going to change that for the sake of this video, but I do want to show you how it works. So let’s open up the landing page and here is the template that we brought in. Now, the way this works is they give you a link, essentially. So any buttons on the page, you simply copy this URL and then let’s go ahead and edit this in Elementor here. The page is open up in Elementor.

And all of these buttons will have that link already pre added for me. You can see it right over here on the left hand sidebar. This is exactly the same way other plug ins like CartFlows works. So if you’re familiar with that process, this will be instantly at home. Other than just designing the page, there’s not a lot of other options for the sales page, the landing page option. This is just going to be adding custom seats and JavaScript like we saw before.

This would override any global settings that you add in the settings which we’ll look at later on. Now, let’s talk about Bumpe offers, because Bumpe offers are really, really cool. They can completely change your business by simply adding a little offer, maybe at a discount underneath a product someone’s already going to buy. Think about when you go buy a car. This is like the standard default example, but I really like this one. You go to buy a car, you’re really excited.

You know, you only buy a car once every seven to 10 years or so and they say, oh, would you like to get the custom floor mats? Do you want to get the coating on the outside to prevent any nicks or scratches your wallets open? They can take as much money out of it as they want. That’s the idea with Bumpe offers, is it’s the opportunity to give more products to the customer that they want and they’re in the mood to purchase because they’ve already agreed to buy a bigger product.

So adding a bump offer is super easy here. You just click on the plus order bump button and then it asks you to give that order, bump a name. You do have the option to clone this from another order, but so if you’re setting up multiple funnels and you want to have similar pumps between different funnels, you can easily do that. But for now, I’m just going to add and now you can see underneath this Checo page, I’ve got an order bump that doesn’t have a product associated with it.

So what do you think we’re going to do? We’re kind of already trained to know what to expect here. I’ll click the edit button and then it’s going to ask me what product I want. Yep, there we go. Here, I’m going to add in Bumpe one, which is the product that I created earlier before making this video. And I’m going to add this now from my bump offers. You have the option to add a discount and you can do a fixed discount, a percentage on the regular price or percentage on the sale price, which are two different options instead of e-commerce.

If you’re not familiar, they have a sale price on a regular price. So we can go and add that discount in here if I want. And I can also add in another product here if I want to as well. Now, don’t get confused because that’s not another bump off. I’m gonna go and save this. We’ll come back to that screen. We’ve got more to talk about here. But me go back to my widget funnel and I’m look at my Bumpe offer here.

I can actually add a second bump offer so I could have one BAMP offer that includes two products, and then I could just have maybe an additional bump offer if you want to have to distinguish them between a bundle of of things and a second offer. All right. So here we got my order, Bumpe two, and you can see that this one doesn’t have a product associated. So I just go back in here and add my second product. There it is.

We’ll add it. All right. So this is a 67 dollar product and I can actually go ahead and customize this a little bit. So it’s going to rules to be the same for any bump offer in this feature is really, really powerful. So what I can do here is set up conditional bumpe order rules. Now, I should add, because this gets more exciting that you can actually set up one of these checkout pages to be your global checkout.

So if you have a regular e-commerce store, you can set up any checkout page to be the global checkout and then you can have some very intricate Bumpe offer rules to make sure that every time someone’s checking out, they get offered a bump offer that’s actually interesting to them. So here are the rules that you can add to trigger the order bump. Now, there’s a lot of them. I can’t really go through every possible combination, but the idea is that you could say if a CartFlows totals above a certain amount, if there’s a certain number of items in the cart, maybe that the customer has already purchased a particular product or they’re going to need to be shipped to a certain area, you know, any sort of discount package you can imagine.

Oh, you’re getting something shipped overseas. Well, now’s a good time to get a little bit extra save on shipping costs down the road, something like that. You can probably think of a dozen different ways you can implement these rules into your business right away are moving over to the design options here. We’ve got four different design options for a bump offer. So you get the kind of like standard click funnels, you know, animated gif over here or GIF, whatever you like to see it.

We can go in changes to the blue skin here. You can see the demo. I don’t have a product description in here. That’s why it’s lorem ipsum indefinitely. Change that over instead of content. You just add this is an awesome deal and it updates. We can turn off the product image if you don’t want to display that. I kind of like how it looks. And then under the style tab you can customize all of the colors to your heart’s content.

If you’re not a fan of the blinking arrow, you can of course choose one of the skins that does not have that. So that’s how bumpers work. Let’s go back and check out upstairs. I’ll save this design and we’ll go back to the overall fun view. Here’s my upswell. It’s an ad, a product I’m going to click on edit. There’s no products added. I’ll go and add my first upswell here. There we go. So just like in the main product, you can actually add multiple products to your Opsahl so you could have a single upswell containing multiple products.

Or I could go ahead and just add another Opsahl offer in right here. You see, this is upscale offer one and I can actually change the name of it right here if I wanted to be more descriptive. But I can add a second offer in as well. And I’ll call this Opsahl two. There’s two different types of upswell, two different types of additional offers that we can make. One is an up sell and another is a downside. So the idea would be that if someone turns down your initial upswell, let’s say you’re offering, I don’t know, a extra large pizza for ten dollars.

And someone said no, we could say, well, how about a medium pizza for seven dollars? That could be your downside as an example. All right. So let’s go ahead and add this next one. I’m going to stick with the upscale moniker. Let’s go and edit. There are more rules to look at here. I’m kind of skipping ahead a little bit, but we’ll add our second product in. All right. So now I’ve got upset, too.

This one’s turned off. I’m going to head and turn it on. We can toggle back and forth between the different cells. And, of course, I can add in the discount here, just like we did with our Bumpe offers. And down below here in the settings, you’re going to see a few things. Some might catch your eye like this one right here is to apply tags. This is because I also have WP Fusion installed on this website, so.

Don’t get confused, this is not a default feature to add tags. This is a WP Fusion feature. There we go. To prove it to you, I just disable WP Fusion and then reloaded the page. So those options are now gone. So we’ve got dynamic shipping. We’ve got dynamic offer path. So this is really cool, dynamic shipping. What this is, is the ability to change the shipping costs based on how many items are added to the order.

So you can have a flat shipping rate up here or you can have dynamic shipping based on how much they actually order. We also have the dynamic order path. So this I think is actually really cool. So if someone accepts this offer, then you can send them to another EPSA. So let’s say they buy it. Yes, let’s go up sell. And if they reject it, maybe I have another product that I want to send them to.

So this is where you can kind of wrote people through your sales process. Really nice way to implement this feature. Not a feature unique to this plug in, but I really like the simplicity of which they laid it out. So here are some features that I do think are unique to this plug in Schipp offer. So what I really like about this is the idea that we can skip making this offer. If someone’s already bought this product in the past.

So you’re not going to be kind of inundating them, trying to get them to buy something they already own. That is a really quick way to fatigue your users. People just don’t like to be sold something they already own. We can add tracking codes in here. We can have a quantity selector. And then this feature, I think is really nice. Seems kind of simple, but you just say, all right, if they buy this, the funnel is done.

Terminate the funnel. We don’t need to go over and go right to the thank you page after this. So maybe that’s like, you know, your biggest upswell. If they get this, we’re out of here. If you’ve ever gone through a Frank Curran funnel, what you’ll find when my friends made this joke to me is that you’ll run out of money long before he’ll run out of offers. There’ll be probably 15 or 20 different sales. It’ll just keep going and going and going.

Really kind of like mind boggling, almost bewildering at some point. Like, seriously, you need to keep selling me more and more stuff. And some of it’s a pretty good deal, too. So let’s go over to the design tab right up here where we can go ahead and modify how our Opsahl looks. Of course, we brought in a template when we imported the entire funnel. You can see Opsahl one and upswell two are both here in the design tab, but only Opsahl one has the template that we imported.

Upsala two. You can choose a brand new template if you like. So right now it’s that you use the customizer. I’m going to choose Elementor as my template and then I could literally pull in the exact same Opsahl offer if I wanted to. Of course, then I would edit the design to reflect the secondary absol. So there we go now. Absol one in Absol to look identical. Let’s go and just edit them a little bit here. All right.

So on this product, I’ll go and change out this image. Let’s make it a juicy hamburger here. I’ll insert this. All right. That looks a lot better than that yucky shake that was there before. Let’s update this now. The only thing that’s really missing from this experience is there’s no way to get back into my funnel. I actually have to exit the dashboard and now I have to go find my funnel again back where I was. That’s a little bit of maybe a troublesome spot that they could kind of just smooth out, make the easier experience even better, have some color, add a back button inside of Elementor to go back to the editing of the upswell options.

All right. So here I am, back where it was inside of the upswell. I do want to mention that that rule sequence that we saw inside of the bumpers that is available inside of cells is, well, in fact, you can target specific products. It’s a little bit more advanced even for up cells, because we can target specific products to have specific upswell rules. So this is really, really great for a global checkout where you want to have you know, when someone buys a specific product, they go to a specific upswell.

But you don’t want to go and build out a million different flows or different funnels. So really, really cool and happy to see this feature here. It’s kind of what we are expecting another WordPress plug in to have added by now. It was kind of there was going to be a rules feature built into a different plug in, which some of you may know what I’m talking about, but really cool to see this actually here in real life. All right.

So let’s go ahead. And we got to finish up on our funnel here. Then we’ll check out the whole funnel and I’ll show you some more of the back end settings. We’re to go down to the thank you page. There’s a rules sequence here for thank you pages as well so that you can have different thank you pages. Again, this is all kind of related to that global Check-Out idea, different pages based on what different people do. So different products can send you to a particular page.

So let’s say it contains at least one bump to you or another thing. We can send them to a different thank you page, but more or less the thank you page is exactly what you think it’s going to be. You can open it up in Elementor and make any design changes that you want colors, branding, logos, things like that. I’ll just show you a little bit inside of Elementor here, because we haven’t really dug too deeply into what it’s like to use the page builder with the tool.

So you can see up here there is some shortcode that is. Inside the headings, you don’t really need to mess with those, it’s going to go ahead and fill out your customers name here, your customers email address and their order number. And then, of course, the order information is all right here. There is a few different elements inside of Elementor that come with final builder pro. So let me go and open those up for you. Here it is.

Who funnels? It’s got the order details and the customer details. That’s all we really need here. So we’ve got our order details right here. And then we’ve got the customer details right over here. There is this option at the top to show the personalization tag so I can click on this and I’ll show me all of the personalization tag. So if I wanted to add the customer’s first name, their order number, so on and so forth, I can easily grab that right here inside of Elementor.

I think that’s a pretty nice touch. All right. So heading back over to the funnel. And you know what? I think my complaint from earlier is they actually opened up the ED in a new tab, so that’s their solution. Maybe they could find a way to work you back into the funnel. I don’t like having you know, if I’m working on this for a long time, it would end up happening to me is that have probably three thousand different tabs open with different products here.

So maybe that’s one area of improvement. But overall, as you can tell, I’m pretty stoked about this plugin. OK, so all is left to do is to actually go through this funnel and make sure everything’s working properly and see what it’s like as a user. So I’m back over inside of my funnels and going to click on View for the one we’ve been working on. And here is the Lemi page or the sales page, as I prefer to call it.

Will scroll down and see everything, see what it looks like. Let’s say overall for my taste is just a little bit wide in my attempt. The template is a little bit wide. Overall, it’s fine. The design is fine. If I hover over this button, it’s going to take me to the checkout page. This looks fairly good. I will complete with my name and what had entered in earlier on when I was just initially testing the plug in.

I use my first name test testers and then I’ve got my street address will add in here. All right, very nice, clean, easy to use. I can and change the quantity of products over here or I can actually even remove that product. That’s kind of weird. I’m sure there’s a way to turn that off. But for now, let’s go ahead and move to the next step. So I’m using Stripe in test mode right now. I’m going to go ahead and check out with that using the test credit card.

Here are the bumpers. Remember, we had two different bumpers and they both had a different style. So the first one’s got the blinking arrow and that’s got a checkbox. The second one has an ad button. So I probably would recommend and if I ever use this in production, I would definitely use the same style of button so that it’s not confusing for users like, oh, I check a box here to buy something and then I click over here to buy another thing.

All right. So that is good to go. Just kind of a consistency thing that would bother me. Let’s go ahead and complete the order. This should take us over to the first up. All right. There we go. Our exclusive offer and it filled in my name test. I’ve got the button here to add as my order. Let’s do that. All right. Congratulations. Fairly snappy. Moving really quick. This is not on a BP server at all is just my testing server.

So it is in the cloud. It’s not hosted locally. All right. And I’ve got the second pump over here. This one’s for the cheeseburger. I’m going to go ahead and add that one as well. All right. Here’s my thank you page. I’ve got a list of everything that I bought, which was the entire funnel here and the billing address, as well as my email address, a decent looking thank you page. I’m pretty happy with that at our support information down there.

All right. Funnels looking great, right? So last but not least, I just want to show you some more of the fit and finish features that really kind of impressed me. So starting off with just going over to the funnels in general. So this is the dashboard and look at that still. But the funnel is in general, right? So I could go ahead and import or export funnels. That’s all there right now. That’s good to see.

Sometimes those types of features get added, you know, later on or promised and then never get added. I click on the triple dots over here. I can see the analytics, I can see the contacts for each funnel. So who’s actually gone through and purchased this funnel? So here’s the purchase we just made. I can duplicate a funnel. I think that’s important right here. I can see the analytics for the funnel that’s also viewable if you click and obviously you can see analytics there as well.

So you can see the overall revenue for that particular funnel if you want to see how your entire site is doing, funnel wise. And obviously, e-commerce has their own analytics, which are great in my opinion. But inside of you funnel so you can go over to the dashboard and the dashboard will show you how many total customers you have, what products are most popular, recent activities that have been going on. So overall, I find the dashboard giving me most of the information that I would like to see when I say most what I’d really like to see is maybe some negative things as well, rather than just seeing top performing products.

I’d also like to see maybe most turned down products or top abandoned landing pages, you know, like pages that don’t have a good click through onto the next step so that I could address those, showed me some kind of conversion rate metrics there. I think it’d be really, really powerful. I’m over in settings now and underneath Permalink, and I love this very simple feature and I’ll explain why. So Permalink inside of this funnel builder pro from Wu Funnels is set up so that each type of page has its own permalink.

Now this is different than other similar funnel builder plug ins that I’ve used in which they had kind of a placeholder for all pages related to it. So like all funnels would be called maybe like an offer or something like that. The problem I ran into there was with caching because I don’t want to cash check out pages, Opsahl pages or think pages, things that are going to be dynamic and adding things to their order or having, you know, personal shipping information.

But I always want to cache sales pages because there’s nothing on there that can’t be cached. That’s all just going to the next page. So my point with this is by having individual personal links, it’s very easy for me to exclude that entire subgroup, the entire folder, the entire directory from caching, especially when I’m using server level caching. We have to actually do this at the server level. So that is a huge benefit. It might not apply to the average person out there, but I guarantee you somebody out there is jumping out of their seat saying, oh, that’s brilliant.

That’s such a simple fix to an otherwise very irritating problem for those of you who use server level caching. Another fit and finish thing I was surprised to see on her Facebook page. So they have support already for API. So that’s really important for people know dealing with iOS fourteen point five issues, API is built in, as well as all of the other standard events that you’d like to see for your Facebook marketing analytics. Then we’ve also got Google analytics options, similar options for events, Google ads.

It has events built in and Pinterest also has purchased events built in, so really cool to see support for those major players there. You see up at the top here, we’ve got sales pages, often pages, Checkout’s order, Bump’s one click up sales. These are all going to contain specific settings for each one of them. But I do want to point out that you can have custom scripts on each custom type. So basically a sales page can have its own success, a sales page of its own JavaScript that you add and then on a single page you can override those.

We saw those settings a little bit earlier, but maybe that’s making sense now. So we have global system wide scripts and then on each individual page you can override them. That’s true for opt in pages as well. There’s going to be additional things like you can have email options here, spam protection, so you can integrate with reCAPTCHA. Let’s see what else is really interesting. Other tools we can index past orders. So if you’re adding this to your website right now and you’ve already got a few thousand orders on it, if you index your past orders, what that’s going to do is let WHOOF funnels keep track of who’s bought what so that their rules are Astra up to date.

After you’ve done that initial indexing, then it’s going to keep track on the fly and you won’t have to do that ever again. But that’s really cool to see that they had the option to say, let’s go back and let’s just make sure we’ve got all the information on the customers that we have so that all the rules can suggest the best products possible. All right. Just a few more things, I promise. Under Checkout’s, we’ve got the global checkout.

I mentioned that throughout the video. So you go ahead and set out your set up your check out as a regular check out page underfunds. And then you go back here and set up the global checkout. You can go crazy with rules here so that it’s directing you up sales and Bumpe offers based on the products that are actually in the checkout. And then you have your normal kind of blob e-commerce style shopping where people are, you know, scrolling and looking for interesting items and then still get redirected to the nice looking checkout page with relevant up sales and bump offers.

All right. So address autocomplete. I mentioned this throughout the video. Here’s a little animation of how it works. So it’s that little dropdown if you implement with this. But you do need to set this up through Google Maps and you have to purchase an API. So this is not free. You can go over to the Google Maps platform page. I do believe it was kind of on the pricier side. I mean, not extremely expensive. You get two hundred dollars a month free.

So that’s cool. But I don’t think it includes the tool that we want to use, which would be, let’s see, under places autocomplete. Seventeen dollars per 1000 requests. So that’s really not that bad unless you’re just getting tons of traffic and have a very low conversion rate, then I can see it being kind of a bad thing. It does look like you get the two hundred dollars free because that’s included in places. All right. The last thing that really impressed me about this plug in and it could really be its own dedicated video is they’ve got an entire A B testing suite built.

Right. And it’s really pretty advanced. There are some tweaks. I love to see the make to improve it and make it a little bit more useful. But the idea here is you can create it’s under experience. That’s what’s called the separate plug in, although it’s included with your license. So you install this plug in. If you’re going to use a B testing, you choose what page you want to AB test. So I’ll do, let’s say A sales page, select the original variant.

So show you all of your sales pages. We can name this and then we create the experiment. So what it’s going to do is find that original page and then you can duplicate it and make a change to it. Now a B testing is a complete art and science all to itself. Typically, the way it would work is you’d make one small change to a page and then allow a certain number of users to visit the page and see which one was getting the best results.

Now, typically, you’ll wait the original page a little bit heavier so we can actually configure our traffic here. So that lets see the original page, which is up here, is getting maybe seventy percent of the traffic and then the new variant will get thirty percent of the traffic. All right. I’ll hit update here and then it actually want to go into the page and make that change. So now that that’s updated, I can edit the page, open it up and Elementor and what I want to do is just change my button color.

So I’ll click on the button and I’ll change the style to maybe. Oh, I don’t know. How about this reddish color. OK, that looks good. Of course I’d want to change the hover color and then update all of the other buttons as well. Get the point that would be a variance of thirty percent of the traffic would be seeing that different color button. Now here is where I’d like to see them improve this process, because if I go back to my experiment so I can see my variance and I can see that it’s automatically weighting the traffic, but the one thing it’s missing is the ability to automatically choose a winner.

So things like Google Optimized will do this for you, where after a certain number of visits you can say, all right, whatever is ahead at this point. Let’s just send all traffic to that, and at that point, you could set up another test run, so I’d love to see it maybe a winner being declared after, you know, X number of thousands of visits. More people are clicking through when, you know, that button has changed.

So let’s just make it that the standard button and then the other page gets erased and you can start testing another variable in the analytics tab. You can see, you know what what is getting the most views? How much is converting for each side to get a detailed performance breakdown from each one of them. But I just love to have that extra bit taken care of in terms of choosing a winner. All right. So that’s going to do it.

So as you can tell, I am really impressed with Whoof funnels, funnel builder pro. I’m excited to look at their email marketing application autonomy. I’ll be putting out a video for that later in the week. So if you’re not already, make sure you get subscribed. If you have any questions about this tool, make sure you leave me a question down below or you can head over to our Facebook group. I’m always around there as well. It’s going to do it for this video.

I’ll see you in the next one.

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