Q&A Webinar : April 6th

[Music] okay hello everyone it's one o'clock eastern standard on tuesday this is mike i'll be your host for the SuiteDash q a webinar i hope everyone's doing well why don't we get started by everyone jump into your chat and say hi let us know where you're from maybe include your the niche of your business and we'll get to know everyone and then we'll get started hey gregson terry from california see a few others in here shamika good to see you i will

Be updating you on lms shortly i assume you're here for that that's okay okay shamika i mean really i really i really think that you have a special connection with this feature and i'll be extremely happy if you're happy when we when we come out uh you know that said the first iteration as always we'll we'll have additional things that need that could be need be added over the over course of time but i think that it'll be quite usable from the beginning all right hi um you did ski is i'm saying that right or is there a first name i i don't want to refer to you

About a long name from houston and oh tanya that's easier yeah great and uh remote bookkeeping yeah so good these are all uh obviously niches and that are quite popular with our with our users so you guys are in the right place uh let me go ahead and get started by saying if you haven't if you don't have a free trial with SuiteDash just go ahead and do that there's no reason not to we don't stalk you we don't have collectors or we don't take a credit card so it's a good way for you to go ahead and see um what the software is all about and get yourself started make sure that it's right for you along your journey here is the documentation at help.SuiteDash.com we spend a lot of time here every

Week updating of course we releasing new features all the time each one of those has documentation and that's worked on diligently thank you noel for the heading of that team and so please do come here and type your question you know what is the start page right well we have an answer for you what's a start page so there we can assigning a start page you can go look we make nice little boxes and arrows to really help you along visually so it doesn't look like a wall of text and then if you're of extreme visual learner and videos are the best way for you then SuiteDash academy which you can find at academy.SuiteDash.com will be the place for you to start and we are expanding this

Even uh as of last week this week and into the future all right so SuiteDash webinar how does it work well one thing we cannot do in 45 minutes 50 minutes an hour is walk through all the functionality that we that is included in SuiteDash that would be impossible because it's quite deep SuiteDash is designed to be a software platform that you can customize to your particular needs so in that way it's made in a very flexible way meaning it can do many many different things but it also means that there's no step one step two step three that works for everyone and that being the case it can be

Somewhat overwhelming in the beginning to understand which way to step first and that's understandable it's with something like this it can be set up very simply but it also can be taken to to an extreme of complexity so there's there's some range in between so what we try to do here is provide a place where you can come and ask questions and i can do my best to help you over these conceptual hurdles and get you to the next step and also it's a good place for us to listen to you and hear the kind of things the frustrations that you might be having or the ideas that you have many we've had many features that come right out of the webinar and that's a common thing

For us we we're we like to consider ourselves a community driven platform so when we hear from the community when we hear how about this how about that and it starts to make sense it fits with what we're we're building and what we what we think the platform should be then it can happen in a matter of weeks depending on the complexity and what that is all right so um let's start with questions from you guys i'll let those start to trickle in and then we'll try to answer questions immediately but in the meantime as i as we get started i just want to give a quick i'm going to take a hand a stab at giving a quick overview of what SuiteDash can do and maybe even introduce

Some new features so SuiteDash essentially is a place where you and your team and your clients prospects can interact in a white label software platform right so we give you the ability to customize the url customize all the uh parts of the platform including the email notifications so when your clients log in they can be see something as simple as what you're seeing here which is a portal page that's set as a start page uh the menu has been completely stripped of all items except for what i want this this particular type of client to see who is a payroll client uh i'm presenting data to this client that's unique to this client okay

So this is an image placeholder that's returning the avatar of the client this is a placeholder returning the name placeholder placeholder these graphs are driven by custom data associated with this client only meaning for this client it's 25 375 but i can change to it if another client logs into this dashboard and is assigned to this dashboard they will see the values associated with their profile and we have many many different ways to use this dynamic data to create a dashboard that works in your use case that accomplishes your goals that lets you create a unique dashboard for each type of client maybe you create one for payroll clients and you create one for

Tax prep clients and one for wealth management clients so bookkeepers here you probably have a lot of that a lot of payroll and and um quarterlys and things like that so as your clients log in they can easily access files they can schedule an appointment as easy as this or just click a button and this but we make it where these buttons can be easily um targeted to the correct place where that can happen so um somebody's saying let's see let me take a look at the chat here and we'll move to that for a second all right there's our chat and i see a question i think it's relevant so that's why i stopped for a

Second okay uh terry one second shamika says okay i need help with creating the portal pages like the examples i use the template but it doesn't look nice like that uh this template you mean shamika yes okay so uh it should look exactly like this it should pull all the custom css you would need to have replace the placeholders for the data here in the charts but this background should be there all this should be there and yes if you need help though absolutely email

Help SuiteDash.com best thing you can do is create a well yeah shamika but you can change this you can change this to anything you need you can you can adjust this just a starting layout to illustrate right so these dashboards there's no way we can make dashboards that would work for every use case what we try to provide is just this starting place where you can say okay i understand i can do this would be i'd rename this and then i replaced the data placeholder with data that matters in my business and just a way for you to see how this is constructed right let's go to the um actually here's the page right so as you load this plat

Load this template you'll see this is a progress bar block and this is a image placeholder block right okay should make a book we'll have other versions of these these dashboards that come out but i mean i think the way to start is just with something simple that works for you and make a list of what data you're trying to get across decide how many columns you want to use and try to build something what data could you use in a chart and just display graphically like that then you would need to for example if i go in here and i edit this particular data i'm the

Source of the data is a custom field right and i choose the custom field uh here this is the name of the custom field document needs which i created specifically to power this uh graph right and then so it's all set at 50 here because of course we don't know the the client right now but as soon as the client logs in we'll have was we go and get the data for that particular client and return it into these yes this one is geared towards tax prep bookkeeping but it's really not even in that even in that niche everyone is different right everyone does has different uh services that they offer different things they want to report different things they want to show clients

Et cetera so uh there i can go out on a limb and say there won't be one that will be a perfect fit for you you'll have to take it take what's here and adapt it to your business yeah all right let's go terry says customize client portals show a to-do list for signing contracts uploading certain docs okay good terry you're describing perfectly a feature that is on our roadmap for q2 it's not actually listed on the roadmap but it is an additional item that we're building that we'll be building in the next months it's called journeys so we call it journeys is imagine in your case a customer or client journey consisting of milestones where

They will be exactly that there will be steps along the way which you define it'll say okay step one you need to sign this contract step two it'll be something they can come back to over and over again and and also have widgets associated with it that will let them know um okay you've completed this one and then even email reminders that will be that will go out every two days or three days you can configure that to remind them hey you're in the you're on step three here's what we need from you and um so that's the whole point of the feature is to take a high level approach at creating a journey for your clients that can incorporate all

The many functionalities that we have in the platform for them things like pay this invoice approve this proposal um sign this contract as you say upload this document um etc and some of the steps you will make it so that the milestones can be auto completed by some action from the client side but will also make an option for you to manually make a step require manual completion or approval so in the case that for example they you need them to upload some documents well we know that they upload loaded some files but we have no there's no way for us to know if those documents fit the description of what you need meaning they

Have the right content they're properly formatted they're properly signed only you can know that for your business so maybe it's the kind of thing that you say yes i want them to upload files and then i want the system to hold and wait for a manual approval from my side and then you can decide you can configure who will be sent that email they would be able to review the documents in this case and approve or deny and that would if they approve that would move the client to the next step so this is a future feature future feature yep of using consolidating all the functionality many of the functionalities that we already have and consolidating that with in context

Of triggers actions etc so kind of a layer on top of what we have that exactly fits what you're asking for okay let me see all right samir says let me just say i'm loving SuiteDash thank you that's good smear finally setting mine up i have sales guys knocking on local but they like them they will be in commission only how can i use SuiteDash that i can see their clients and sales commissions plus how many sales people can i have so you're using one SuiteDash account and you're adding these each of these guys in as salespersons samir yes yes exactly noel is is helping that's correct so what

You can do samir as you would um oh shamika you're talking about journeys i think got it i think so great all right samir so you would add in this as as salespeople you would come up with the proper mechanism for you to add as leads prospects or client clients i'm going to think say you would go with leads or prospects and then the sales for person visibility feature is a great one for you so when if a lead or prospect is added without a sales person specified they go into what we're calling the pool or you know they're on the table or which depending on your sales organization and then a salesperson can claim any

Unclaimed uh clients and when they or prospects when that happens those prospects become invisible to all other sales persons what you can also do and what might be a good mechanism for you is to create a separate intake form for each one of those sales persons let's go to intake forms create a separate intake form for each salesperson smear and in that intake form you can specify which sales person the lead or prospect will be assigned to okay so if i go in let's just create a new one and do an intake form this means an intake form is adding

New contacts into your crm somebody that's not in your crm at all and you want to add them in okay so first thing you'll do is set a title and specify and then in this case you would uh add the title the name of the sales person i would say right and then here you would specify the role probably lead or prospect but we'll just say prospect and then anyone that's added through this particular form you're going to assign to salesperson x or y whoever's in your list there's not any of this account okay and then after that's done after you complete that's just part of it you can also specify all these other actions and automations that will happen to each person who completes this form then you can go to link embed let's

Just do this it's not a published form and you can get a direct link to that form here this is a branded link and this is here because i didn't save the form it's not a new it's not saved and completed uh and then you'll pass this link to that sales person and they can use this link to bring new people into the account and they'll be essentially credited not credited but they'll be auto automatically claimed to that sales person assigned to that salesperson and then that sales person will be able to manage that that contact and that lead prospect and interact with them okay and that's the beginning of what you what you're after now further you

Asked about see their clients you would be able to yes you could be able to filter by salespersons and then sales commissions we don't track sales commissions but you would be able to um see when you make a sale you will be able to see what client that what salesperson that client was assigned to and maybe make your calculations based on that manually for now and then maybe in the future that be something we could figure out how to um one of our future features might work for you i got to stop seeing future features yeah upcoming features that sounds a lot better okay good samir yep exactly what it's designed for um you get uh you get a unique branded

Link right to um to an intake form that's kind of designated exactly for that sales person they can use that to and they can use it themselves it's a non-logged link which is what's so cool about it so you know you can just email that to a contact your salesperson can use it themselves as long as they're not logged in in the same browser they want to use an incognito browser i need to be careful to say so that it's it's a non-logged situation and even your sales person can fill it out right there with the person on i mean even on their mobile device right standing there looking at them and asking them the questions and then the form gets submitted they're in the crm they're assigned to the salesperson everybody's

Happy okay yes we need to noelle we need to have a new video series called future feature future features that i can uh try to get tongue tied on all right all right terry uh terry says where's the best place to store client passwords and login info that i use for their bookkeeping all right disclaimer terry uh it's it's fine to store them here this is an encrypted system it's very secure but but something is critical if it's a critical password i mean it's just really hard for me to say sure go ahead and store it in in

The system even of course credit cards we never store here exactly yeah this is a hypo this we are hippa compliant system so you you can store those things here and and we do take all the necessary precautions but i don't we don't claim ourselves as a password manager we don't hold credit card information we send those to a third party there are certain places where you just even as a hippa compliant platform you want to be careful to advise against towards certain things so but with that said terry what i would probably do is store it at a portal page right um and we do have customers that do this this is our deal stage functionality let's leave that in case we need it you

Could store them in notes for each client would be a possibility so let's say miss carmen here i wanted to add a note i could add a password username password the account here and add the note and put the note date and then those are available in there in their profiles that's one way to do it and this and kind of easily tag it to each client fran well let's let's create one and let's go ahead and see so if you create a new portal page one way to do this and i know this is being done by a lot of our agencies is they create password pages for their clients so in this case let's do uh i

Have this client logged in another browser we're going to call this and you can even assign staff members portal pages now you can assign clients externals what we call externals and internals so this would be a good functionality related to passwords and that way you can designate who can access this and we'll just call this some passwords and let's do a better let's say account okay so that means it's going to be in that category and now you can just create passwords here okay and now i'll just save but what you can do here and i know what people do is is in

A lot of cases their clients lose track of their login credentials and they not only do you need to access it but the clients want to access it as well and in this case you can save them here only this one client will ever have access to this page no one else can see it and then on this side on the client side let's refresh so we get here here's our new billing dashboard by the way my billing dashboard this is on the client side they can see all their open invoices pending proposals estimates any subscriptions that they have they can manage any subscription that they have they can add car credit cards on file here very easily these cards are stored in your gateway and

We only reference them from there and in the future you'll also have billing ach bank ach information possibilities here account balances here if you run on an account balance you can deduct from account balances a lot of plans for this functionality bringing other things together but let's go to pages account passwords so your client would be able to access this from here from their side and you from your side so this is a pretty flexible way to provide a service you know a value add to your client side and say not only do we we provide a place that you can come you need to log in for course first which is the secure side uh and then

You can access your password see your passwords to all your accounts there as well and you can keep them there as well and access them from there all right let's head back and make sure we are so friend can i password a page we don't have a place that you can a way that you can make a page publicly available with only a password at this point but this page for example is password protected by the login of the client but yes i understand yeah that's that could be something in the future that we that we work towards not difficult just um like an it's a nice to have i think is the way is your here's a good question is your platform only for accountants brian no no no definitely not um

We have it it would surprise you to hear some of the niches where people are using all the way from dog groomers to automotive shops to i mean i can't even it's i can't even talk about all the variety so this is this is we make this so that it can be extremely flexible and fit almost any i mean any niche really you could use this in any kind of um business and build using the building blocks that we provided to serve clients anything that you are working with a team collaborating with your team and communicating with your clients okay

Let me make sure i missed her it's got everything login yes future feature okay good let's go down that's correct noelle yes we do have a a healthy community of accountants bookkeepers tax prep but additionally attorneys a lot of web design a lot of graphic design a lot of coaching and consultants like shamika is here she represents that that niche there's many many different niches and anyone that's looking to present a very professional and custom presence to their clients and

And even onboarding onboarding is one of the maybe the most overlooked ways that the platform can be used and you know that involves the intake form that we just looked at so i have it up somewhere i had one here let's go back and then i'll look at the questions here let's see yes friends correct event managers web design photographers health insurance sales okay yeah brian abs sure yeah um that's that's a lot of that you can keep so what you would do is you would keep you'd create custom fields right

So you would just come here and create custom fields or you can create them on the fly even as you're as you're uh building an intake form intake form is usually asking these questions as you're onboarding someone but here's where you can create custom fields of any description right so you you would create one called find whatever financial and policy information you want to create the fields for then these become data data piece pieces of data in every client's uh every contact's profile and the data can be of course different for each each contact and then that way then you would use here's your list of contacts which

You can dig through the data there also you would want to try to use circles let me just make sure i'm showing everything here circles is our sort of grouping mechanism where you you almost certainly have different types of clients right you have ones that fit one description that need one treatment type of treatment and experience and then clients that fit another and in that case you want to use what we call circles right and so circles become a grouping mechanism yes but it's also a permit permissioning structure so that i can apply access i can grant access to certain shared folders here or or pages here and even the menu i can build

Based on circle so i can do a lot of things based on just the circle and then every person in the circle experiences the same experience right so if you have a group yeah group health or group financial or whatever you have going on you'll create a circle for it okay then you can create a start page which serves as a dashboard for that particular type you'll assign that start page to the circle here this would be group for example and that means that anytime that someone that you place in that group that circle when they log in they'll be redirected to this particular page which will serve as their unique dashboard and

Starting point for their portal experience and from here you build uh uh paths into the other experiences that you need the other functionality that you need your messaging is here your your ins maybe in a lot of people will start with um very unique bespoke created instructions on how to use the portal because it's your portal you designed it you brainstormed how it should work how they should operate when they hand land there and then often making a video about that or explaining here's here's welcome to our portal here's what you should expect here's how you navigate here's how you do this so you do that and this is you building your own

Software essentially right now it doesn't you don't have to take it to those levels you can just use a crm and have all your clients you can onboard them using an intake form you can store all the data here and you can just be organized or you can extend over time as you as you build and and get a base and a foundation you can extend to really automate your onboarding automate processes move them from one stage to another and and streamline a lot of your business processes that normally would would take manual work in the future you can streamline those and automate them and then the the

Real advantage over time right is your clients or your customers who would normally let's say you're an accountant where you're how many phone calls do you get every day or week where someone says hey i'm i'm trying to get a loan for a house can you send me the last three years of tax returns yes all right so now you have to you have another job for that day right or if that person that client becomes acclimated and trained on how to use your portal those things are securely kept in the file management for that particular person they know that it's faster for them just to log in go and grab their tax returns download them they know they can access them there anytime and therefore they didn't call

You and you don't have a job and you're free to work on other things that continue to make money and grow your business so take that allegory and extend it to whatever your business is you you probably make an association there and this is how you build over the course of time something like SuiteDash where you're essentially building your own software your own portal your own experience and this makes your business stronger and more profitable over time for sure all right let's see what other questions do we have i want to make sure that everybody gets a chance to have their questions answered let's

Go and look at um see who's using the proposals feature here i think i know a few of you here might be using that let's see yes marketing we'll talk about that in a minute brian okay um let's see let's make sure i'm mixing missing questions okay all right vibe off let's look best easiest way to import multiple clients and their discussions from a custom built platform well it's hard to say so

I think what you're saying is that you have another piece of software with a database that was built around where you have clients and then you have other types of data including discussions that you need to get into SuiteDash is that right okay tanya tanya right okay yes shamika that's on the way yep tanya this is the uh client-side view of proposals let's take a look at the admin side as well all right so yes tanya and vibe

I'll get to you afterwards yep all right so tanya what you're going to do is you're going to create a proposal you can add as many pages as you'd like you can preview the preview that live here and even make edits live here in the preview so here's your preview you can reorder pages like this you can edit the content here and go back into save mode you can completely customize the sidebar all the colors the font everything associated with that um and there are a lot of options i won't go through all of them you can also completely assign you can assign actions that will happen automatically after the proposal is accepted right

So you can you choose from any one of these actions and configure them to happen and in some cases for example convert to invoice you can redirect the client immediately to the invoice um after they accept so for payment right it's like we have a small translation issue right there all right that should be resolved in short so these are um this is the admin side right and then on the when you uh save this and finalize it it sends an email notification and an in-app notification to your prospect or client whoever this is and additionally

You can take a link if you want don't want to do it that way you can grab a link from the list let's go back out and you can send the link as a non-logged link meaning they don't have to log in to view it here copy approve link and now you can just take this link off your clipboard and send it in an email they can access it without logging in so this is convenient when you are dealing with a new client and you just don't they're not ready to commit to logging in and viewing things so it's a non log view and then as they work their way down they they can look through all the pages which can be of course a rich formatting we have templates

In the template library and then on the last page always is the accept and sign where they can either type in their name or they can choose to do the standard scribble and accept and in this case as soon as this happens it triggers all the configured actions and sets this to a sign we also give you the ability to create a thank you page after this you would see that on the on the admin side so it's a nice way to start off an interaction with the with the with the client or prospect and then move them directly in the system to pay the invoice sign contracts etc all this can happen directly from here and everything is completely configurable as

Now see how we have one value of the proposal this is a this is one of the first iterations and and there's a few other uh improvements of course over time but we do have coming the ability the reason i asked about this is because we will be bringing in the content block editor so as of now we only have the wysiwyg editor our standard wysiwyg here for each page but we will be implementing the block editor that you see here so this this editor will be implemented in the proposals so that you can add columns and be very much more much more freedom to add all

Sorts of blocks videos and embeds separate all these two so that you can be creating rich content with without html knowledge or just point-and-click and you're going to do that in each page one of those blocks will custom build a block for here shamika and this is what you're referring to that that block would allow you to set options so that as the client is moving through and then and i'll just explain for everybody's benefit as the client is moving through they would be presented with a choice block as we call it and they would be able to check or uncheck services which would have associated monetary values and based on the services that they specify

The total amount of the proposal that they are agreeing to is modified and then on the accepted sign when they sign they'll be signing for that amount that they selected based on the options did i summarize that well shamika i think so and so that'll be that's a coming coming soon functionality in q2 yeah it's not very far away it's already on the planning board so on the way tanya did that help you understand the proposals feature other questions please if so if not all right great okay um vibe

I hope i say your name correctly so yes we do have a client import it's not built to handle any specific system meaning there's not a standard file that you could grab and say i want to import from x or y but it's fairly flexible yep so what i mean is it's not going you're not going to be able to import quote unquote conversations that would then somehow match our conversations in messaging or client talk or team talk and i think you know that i mean if you know much if you kind of understand databases and things like that unless they were built to work together and built specifically to map

To each other then that's not going to work what can work is you could create custom fields right as we showed before creating a custom field that maybe a paragraph or a let's get contacts and you could do a multi-line text area and depending on the um amount of data in that quote-unquote conversation you could store that in a custom field like this so if you could get it into json format or you know into csv if you can bring it in and map it into map that cust that value or that column to this this custom field and then you can use of course first name last name email address and

All the other ones that we have in the import and the import is pretty powerful and flexible uh that could be your solution right to let's see import contacts here gregston cool question like it all right can i use SuiteDash as a main website with links to other pages not yet gregston not yet so that's not a no is it so what i mean we're moving steadily towards the ability we just looked at the the builder the content block editor as we call it here with this you

Can create a web page for sure you could put an image all the way across the top and you just saw the this functionality right i mean this is pretty close to a website right i mean it's got a logo it's got a header image it's got a menu so we're moving towards the ability to take all these pages that you can build individually group them in a way that you say all right all these pages are grouped by this quote-unquote theme which means uh when you use a theme you would be able to share things like css you would be able to have a shared footer a shared header and then using a shared menu

Then you essentially have a website and that is our that's one of our ultimate goals is to bring that into into play because what can you do if you have a have that right let's just go to now this is not a website built by SuiteDash this is a wordpress website that we use for demo purposes but if i had a SuiteDash website that i could then embed my intake forms on let's see this one right so here's my SuiteDash powered website imagine in the future i'm embedding my intake form so this is an intake form from SuiteDash

And then when they a non-log user lands here and they complete this information it goes right into your crm also a file dropbox right you could have like oh come to my who was it earlier that needed a file upload right i can't remember if it was tonya or someone else uh terry maybe yep so what this is this is kind of a hacked a little i won't call it hacked but a creative adaptation how about that um this is taking a file request feature the feature that we have that you can all access from here request files and this just allows you to send an email that you that

Gives them a non logged link that results in a file upload that is very easy to use and been tested with super non-techy people you just take this link and send it to them and all they have to do is click upload files and it uploads directly into your account you get notified there's no size limit here okay so what i've done over here is just embedded that link in an iframe on the website so that now like if i was running this business i could say to my clients hey you get a file to me just go to my website click dropbox and then choose files enter your name and

Upload that file and when they enter their name and email address that means i know who it's from it gets uploaded no size limit no problems super easy right but now i'm doing this by iframe but in the future if the website's developed by or provided by SuiteDash then we don't even need an iframe we can just show it print it right on the screen yep and that's just the beginning of what can happen so additionally right if uh let's let's go back to the marketing someone asked about marketing and let's see so here marketing right so we have a complete email marketing uh toolkit here so similar to something like mailchimp or

Constant contact uh when you send send out these emails we would be able to track and and tag your the people you're sending to and then if we had the website as well then that means when that person lands on the website any page of the website we would know that and be able to use that as a signal to maybe send you an email and say hey this person this person that you sent this email address email to because we'll know their email address because we'll associate that with the tag and we'll send you an email and say this person just landed on your website right so now you have two signals you have one this person was

Interested enough to give me their email address i sent them a marketing email and they just landed on my website so what would you do if you were a savvy website or i'm sorry business owner maybe give them a call or you know send them an email they'll they'll think wow how did they know i was just they were i was just on their website right so this is a this is a service that is usually provided by embedding a script on your website and paying someone like infusionsoft or keep or these other solutions that are out there but for sure they provide the service but you have to kind of integrate it on your website make sure it's working you know plug all those plugs together make sure they stay

Plugged and they don't come unplugged and all this it becomes difficult now can it happen sure a lot of people have that working it's an advanced trick but it can work but if SuiteDash can provide it to you all in one bucket all designed to work together and all pre-configured then i think that's a little bit easier right brian says i want to set up marketing tracks that automatically send and do select items well you can sort of do that brian i don't know i can't infer too much meaning from what you mean what you said there but we looked a little bit earlier at um at

Let me just try to see how i want to approach this at our triggered actions functionality and part of that is you want to okay so that that's an autoresponder functionality we have that already built in brian that's part of the marketing so you'll see if you go into lists you can look at autoresponders or just search autoresponders in the uh help documentation but if you go into um let's see manage actions this is not the place that you would do it but this these actions are similar everywhere you'll see that you can add and remove from email marketing lists and so this is the way that depending on the action your prospector client takes

You can move them from one experience to another okay so let's say you set up five different drips that um each one designed to adapt to whatever stage that you need them to be in right and once they complete whatever action the platform designates for you moving from stage one to stage two for example then you would program you would configure here to remove them from email marketing list one which is the first messaging and add them to email marketing list two which would then of course start them on the drip associated with that new list so in many places in the app i mean even in places like for example make

Sure i go to the right place here uh oh yeah company profile settings okay so even in places like where that you can designate when they right here we go so trigger actions these actions when a prospect confirms their account and logs in the portal and this is for a client so depending on um we have two options for prospect and for client these are two different roles that you can set when you're adding people to the platform but say it's a prospect so you're you set them on one email marketing drip while you're courting them right and you sent them a join the portal but they haven't

Clicked join the portal yet they are you know take a few days but you keep that drip keeps reminding them hey don't forget we sent you the link to join the portal you gotta join the portal and see what's going on then they joined the portal well then this is their inflection point here that you can say okay now let's turn them off that messaging and turn them on to the i'm going to remove them from the pre join the portal list and move them to the post join the portal list now i start a complete new round of messaging on them all right so um all right suspect just uh are you playing among us i have to ask brian that's just a joke because

I got kids that play that they told me that i'm suss all right so um i want to set up marketing tracks that automatically send and do select items automatically send emails every 30 days then set for phone calls and yeah don't worry you're not missing anything then set for phone calls and then keep dripping emails okay every 30 days for how long brian i mean there's a limit so i think you should say like um what like 12 or 20 or something like that is it the same email every 30 so what you can do is set up a drip every 30 days you're going to send a new email in

Our world you can set up an event template to make this happen you can pre-schedule phone calls categories it doesn't have to be the same email the autoresponder you can set you can build out as many as you want into the future let me let me go there while i'm still talking uh three categories so what you'll want to do more than likely brian is is our roles are a little they're not meant to be flexible in the way i think you're thinking of so you'll probably want to use prospect or client as the role and then use circles to divide them as the grouping mechanism because that will give you the most flexibility on how their their experience

Is based on their circle affiliation so there's some advice there uh nope we don't have microphone which is gonna be text so um not the same email let's go here and i will let's do here and then we'll go to autoresponder okay so there's the autoresponders tab is associated with the list and from here you can build a series of follow-ups down these are designed to be sort of short-term one after 30 minutes two hours one day three days seven days 12 days 18 days in your case it'll be 30 60 90 however and each one can be different and when you click into these you're just building

An email now if you have questions that are what what i suggest that you do and this is this won't be the place to sort of explain everything that you need but what i suggest you do is use a screencast video screencast video software and show your screen use your microphone explain as much as you need to explain with a um sometimes we see diagrams we see those kind of things and just you know explain that to and send that to our help team at help sweetash.com they'll do their best to uh point you in the right direction which almost certainly will be something like the academy or the documentation but i understand that you're trying

To see you're trying to find out if it'll work for you on the surface level before you go deeper and that's the best way to do that is to record that video explain yourself explain your business explain what you need and send that to the help team that really helps keeps you from typing out a novel keeps us from reading a novel and it gives a whole lot of context screencast videos are awesome if you don't have anything like that let's see go to uh loom is loom extension for chrome here loom for chrome right and you can install this directly and it makes it super easy right uh

We don't have no you can't you can't pay us but we have what are called um agency partners that are exists for that exact purpose okay so you can see that get that from our website from partners agency partners i i really want to hear the almost i'm ready to turn the microphone in on just to hear what suspects is all about that's awesome is it legal i mean i guess you're dealing in some kind of legal part brian cold calls okay cool health insurance all right awesome

Well i think you i mean i think you're on the right track there's not many platforms out there that give that that i don't think there's any but um i try to you know not say never i'm not aware of any platforms that have the kind of flexibility and power that this one does to create your own experiences create your own um pathways your own client journeys etc so i would say it's worth your it's worth your time to investigate and decide if this this can work for you all right so um thank you guys let's see any other questions

I think we we're coming near the end i hope brian that's a good path for you to at least continue your investigation um there's a couple of couple of ideas for you samir's offering to to get some help as well so great all right any other questions from our from our audience here okay shamika go ahead while you're typing that shimmy got i want to see if anyone else is interested in the champions league semifinals game today two games actually probably not i guess i'm the only crazy person that is interested it's

Uh soccer match soccer matches yeah liverpool is playing real madrid it's like two of the powerhouses and world football going against each other today hey terry yeah i got we got some employees here that are uh big madrid fans uh we're we're taking us taking a few shots at each other today hope but we'll all have fun yeah like the ability to add people to marketing lists just a single person we have that shamika you can go right to the marketing list and add them directly um

[Music] just as a spreadsheet yes thanks samir sameer gets it yup sarah knows who zadon is i'm old enough to remember seeing him play uh not just coach but yeah he's a legend for sure uh let's go shamika so we'll take a look uh back here add subscribers form and then right here shamika you'll just say if you have their first name last name and email you can do that or you can just use only the email address

And this is your format and then just click add yeah i mean samir i can't argue with you i mean really people forget how great he was and then yeah the head butt in the world cup versus italy wow it's all about losing losing your head for sure uh does that answer your question shamika and then we'll close it out okay great all right for all you all the rest of you guys thank you so much for your time today thanks for stopping by you can cut we are welcome back anytime every week it's no problem just come on back and if you have the time and you have the interest and you want to ask a question this

Is not a one time only thing we try to do it every week occasionally the schedule gets twisted a bit and um since i insist on doing these on my own myself then sometimes we have to cancel and i know that's a little annoying but i apologize in advance if that happens to you but we try to do this most weeks that we that everything lines up for us if you haven't yet join the community at community.SuiteDash.com that's where our freshman live announcements are you'll be the first one to know about new features a week later we tell everybody else but you get a week to be the the first in the know and also you can communicate with other SuiteMates share ideas answer

Questions offer help etc so that is something that's open to you and myself and our team are fairly active there as well if you want to get some interaction it's not guaranteed but we hope we're hoping to build a community that's sort of self-contained and thrives on its own and we'll find leaders and helpers there but we're doing our best to help that help that process along so thanks for any participation that you have there we'll see you guys next week if you're around otherwise have a great rest of your day thanks a lot bye [Music] you