In today's tutorial, we're gonna be talking about web assistant and marketing automation.
And we'll show you how you can utilise it to make your business more effective.
Let's log in, and I'll see you there.
So now that we're logged in, we're gonna go ahead and look at the advanced settings of
web assistant.
So again, let's go over here to the website tab.
And as you can see, here, I've made a couple of changes, I've actually put in my own domain,
just so we can look at that in a bit closer.
So you can see as I go through each of these settings, it'll make a lot more sense.
So right now we just have one page that the code has been added to.
And this is just my homepage.
So we're going to connect to that.
And you can see that I actually visited this website.
So this is what it looks like on the dashboard, you'll get a lot more reporting, as more individuals
visit your website, you can see where they visited from.
So there's a lot of awesome statistics that we can pull out of this.
And it looks really cool.
And very similar to Google Analytics, I'm sure.
But we do have a few more options of what we can actually do here.
So again, if we go over to Pages, here, we have the clientric.co.
That's our main page, our homepage, and then we can add this to other pages, I'm going
to validate the contact us page.
So let's validate that, and this was actually coming up.
So that's good.
Let's exit through there.
And if we reload this page, you'll see has all of our pages.
So we're good to go now.
So if we go over to the events tab, we can define events.
Now this is either an element that's directly on the web page, or we can add JavaScript
to elements to make sure they're being tracked properly, which is really cool.
So in this case, we're just going to select an element from the web page.
So let's go through and let's say we want to test see and see how many people are tracking
or clicking the Contact Us link.
So the name of the event is homepage, Contact Us link.
So the URL in question, I'm just going to copy this over again.
So it's going to load my web page.
And this is what it looks like.
So we want to track and see who and how many people are clicking the Contact Us page.
So we are going to select that element.
And we are going to save it.
And so we're going to see how many people have clicked the Contact Us link.
So if we go over here, I'm just going to click on another web page, it's going to take us
to the Contact Us.
And we shouldn't be seeing this pop up now.
So we're just going to reload the page and no clicks yet, but I'm sure it will show up.
So let's just spend some time going through some other things and come back to this.
So now that we've created it, I've actually set it up.
And you can see that I've clicked it now.
So it shows us one click has clicked it again, all these different types of information is
being tracked and collected.
So we don't really have to worry about that.
But it's kind of cool to see that.
So that is what you can define throughout this as you define an event.
So we can create other events too, and add JavaScript to elements that maybe don't have
JavaScript already.
And then that'll track that as we go to.
So we can also set up goals.
So what goals do we want to set up, we want to set up maybe the type of visitor may want
to track new visitors coming to the website from a very specific channel, let's say social,
we want to see how and track how many individuals are being converted from our social accounts
to our website.
So we can say the source of visit, we can even go further Facebook, Twitter, LinkedIn,
Instagram, they want to track specifically Instagram.
So we're going to continue to move on, we have the goal criteria, so visits a particular
page, let's say the clientric.co homepage, a number of times events should occur.
So we're gonna say 1234, we can set whatever we want.
In this case, we're just gonna leave it as one, and then we can add a duration.
So we're going to set on date, let's say, November 1, to the end of November, let's
just use November 30.
Or we're going to see how many people come from our social channels to track this.
So we can also set up goal actions, so perform additional actions when something happens.
So we can go through this in more detail as well.
So we want to find a goal action and mark as goal achieved.
And so something to note here is that marketing automation does allow you to interact very
fully with your contact list.
So if you have a very, very large list, marketing automation knows exactly what the IP address
of those individuals who are interacting with your content, and they will be assigned to
that email.
So for example, you might have 50 people on your mailing list that are coming to your
website constantly.
So you can set up and filter out visitors or you set up filters to make sure that they
are being tracked or aren't being tracked, whatever it is, then you can also mark this
goal achieved.
So you can say that, let's say you have someone on your mailing list, and you want to see
if social converts them, let's say that you want to send them an email.
So as soon as the goal is achieved, so as soon as that individual who is in your list
hits your website, they're gonna get an email immediately.
So you can set that up, there are a tonne of different actions that you can actually
set up and goals.
So play around with it, it is pretty expensive.
There is a lot here, we're just going to call this a test social goal.
And in this case, I'm just gonna get rid of this because I don't want to do anything because
in this case, I am basically just tracking new visitors not returning visitors.
I don't really care whether they're a part of my mailing list or not.
So we can actually just ignore all of that.
We don't want anyone in our list.
Also, we'd have no one in our list.
So we don't want anyone on our list to actually impact that result.
We just want to track users so Click Activate now.
And now we've activated one of our goals.
Now we can also set up a missed goal.
So someone who missed the goal, we can reengage them by sending follow ups or reminders to
make sure that we go back and win them.
So this is not something that applies to us in this case, but you can go ahead and create
a myschool.
Again, it's going to be very similar.
So we want to go new visitors who have visited a particular page, and we're going to say
our homepage, we can set up an end or filters, things like that, we just want to do that.
So anyone who has visited our website who didn't maybe meet our other goals, we want
to perform additional actions like updating a field and maybe adding or subtracting a
score, maybe even just sending an email saying, Hey, we saw you visited our website, we'd
like you to come check out and give us another shot, something like that.
In this case, I'm just going to exit out of this, we don't need this.
But that is what you can do.
So you can also set up a purchase abandonment.
So when someone comes in, they leave items in their cart, you they can be reminded that
there are items still in their cart that they need to purchase to ensure that you continue
to get that revenue coming in, we don't have this on our system.
So I'm not gonna go ahead and set this up.
But what you can do is you can go through site abandonment, which is actually kind of
helpful.
And maybe this is something that would be relevant to you more so than the purchase
cart abandonment.
So you can select your webpage and maximum time to complete purchase, they have let's
say 30 minutes, or let's say 30 hours, or whatever it is, right.
So we can select that we can select the page.
So let's say the Contact Us let's say I want to try and convert people who are on the Contact
Us but don't end up actually contacting us.
So we can go through that we can set all of this up and create actions based off of what
is actually happening.
So when we define this individual as being abandoning our objective, then we can go in
and send them an email and maybe send them updates, assign a score to them, something
like that, to make sure that we can reengage them in the future.
Again, we're not gonna be doing this.
But we can also do cart abandonment.
And now you can track the products that people have removed from their cart, or have left
in their cart in a lot more detail.
So we're just going to take me in here, so you can see what it looks like.
But we're not going to be setting this up.
So you can set your abandonment criteria, again, like the website abandonment, and goes
through the exact same process.
Now if we exit out of here, we have the smart pop ups page.
So the smart pop ups we can actually create so they pop up at certain times when an individual
is doing something specific.
Now we can use a couple different ones, there's a signup pop up and there's the engagement
pop up.
So you want to convert website visitors to leads using signup pop ups and you want to
increase user engagement in your website by using engagement pop ups.
So for example, maybe you're on a web app, and maybe it's a trial web app, and you want
to see if someone is having a good time.
Maybe they'd spent the first five minutes or so in the application.
And you want to pop up and say how's your experience going blah, blah, blah, please
contact us if you have any questions.
So this is how you'd go about doing something like that.
So you can design an engagement pop up, you can select the pages where you want the pop
up to appear.
And it'll start happening.
So let's just go through the design side of things.
This is what it looks like join the webinar during the webinar, a lot of webinar options.
So you have these options, you can use those templates, and then update them from there.
So this is just kind of showing you an example of what it could look like there is no start
up as a blank.
So you have to choose one of these and convert it to your brand after the fact.
So we're just going to go back over here.
And we're gonna create a new pop up, we're going to create a signup pop up.
So over here where you can again, design it, and then you have the pages.
So you can select the activity based on criteria.
So based on let's say, if the source is Facebook, or Twitter, maybe you'll have different pop
ups that come up based off of that.
So you can set up those kinds of criteria as well.
If they are known to your website, you can select these pages over here, you can also
select specific pages that you want this to show up on and specific pages matching a certain
criteria.
So page URL starts with blank.
So you can go through that, again, you can do anonymous visitor, unknown visitor or both.
In this case, you would choose maybe an anonymous visitor, if you knew that you wanted to get
them to sign up right away, or he could choose both.
So we're just going to cancel that.
And that is how you go about setting up a smart pop up.
And then the last thing is just the setup page.
So we have the cookie policy banner, so you can apply the banner there, we're going to
remove that.
But all of these options are going to have alias domains.
So you can set up any campaigns.zoho.com.
So if I had a bookings.zoho.com, I could then track those individuals who are going to my
bookings link, things like that.
Then we also have traffic filters.
So use filters to not include traffic from specific IP addresses or countries in your
statistics.
So for example, if you have a lot of spam from let's say, some other country or maybe
you're getting a lot of visitors from let's say Australia, and you don't want to service
those customers or out of your geographical area, if you are a specific niche home services
business,
let's say your H back or plumber, and you only want to focus on people in your immediate
vicinity, you want to be measuring on those statistics and not statistics outside of your
geographical area.
So that was a lot to go through.
We hope that's been helpful going through what it could actually look like when you
set this up properly.
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