Empower Your Technical Support Team with Automated Lead Conversion for Technical Support

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thank you thank you everyone for for joining in uh I'm very very excited about this weinar we have been preparing for quite some time with uh with the and X for for this webinar and I think it's uh you're G to learn a lot from from this one like one stat I want to just kick off with here at Mech last year we managed to trible our Roi from Google ads through automating our conversion uh our conversion sending our conversion to our uh to Google ads that was that was an amazing achievement that we did last year through the automation of of convergence uh and I think Yan you had you had some great success as well uh with one of your clients right yeah we had had a similar result with a the client it was more on the let's say on the on the saving side where we came in and noticed they were spending had quite a lot of budget allocated to to one specific channel that was bringing in a lot of leads um but then after we were able to set up the uh offline conversions it was actually a a SAS product and we rather implemented some conversions around um retention so how many of these leads were actually still using the product after a month and we really saw this one channel that was bringing most leads was actually performing worst in that metric um and we were able to let's say reallocate 50% of the budget to a lot more effective uh channels which was good I'm not going to name the channel because I don't want to hate on any AD Network because they each have their let's say um their advantages but yeah it was definitely a good uh a good saving for the client that's awesome and that's what we're going to be doing today like is speaking how can you achieve similar results for for yourself uh as well all right so uh first we're GNA uh look at the agenda for today we're gonna start with a quick introduction from myself and from Yan and then we're gonna have three demos for you so today is going to be very actionable how to achieve how to do the automation how to generate more leads it's going to be very actionable we have three different demos for you starting with capturing and storing leads leveraging AI this can cannot be a uh marketing webinar without mentioning AI so of course we're going to be mentioning AI today and we're going to be finishing with sending offline convergence to the advertising platform I think this is one of the most effective ways right now when it comes to uh to marketing and to have some time for your uh Q&A please please if you do have any questions you can already start adding them right now to the question answer tab not to the chat you can still chat if you need but if you have a question that you want us to answer at the end please add it to uh uh the Q&A uh the Q&A tab um all right so let's start with introduction and I'm just gonna start with make and if you are here in the subar I would assume that you already know about make so I'm not gonna waste your time explaining to you what is make but in a very very small material make is an integration platform that enables you to connect your uh different apps together whatever app you have within your within your uh Mark and enabled you to build whether it's a simple or complex workflow uh things that has needed developers before especially connecting with apis now business users can do uh that themselves I have amazing clients users love uh make and if you're not already a make user you're going to love using make that's enough we're going to be speaking how to be using me for your uh for your business uh throughout the webinar but I'm going to move it now to Yan Yan introduce us to yourself and myx yes so hi everyone my name is Yan I'm one of the co-founders of 9x here you can see my uh two other very handsome co-founders PIV and Alex um so what do we do at 9x we help business teams so really focusing on non-tech teams whether that's Marketing sales Finance or Ops helping those teams leverage no code and AI um so that on their own without needing to let's say burden too much the tech teams they can automate their processes and build digital internal systems um and we do this both by implementing solutions for our clients and we also have a series of online training programs as well we're a team of seven based out of Berlin and um why I guess why I'm speaking here today we're also a certified make partner um so you very excited Leo to be here with you and sharing some of these great demos awesome thank you very much for being here I amazing partner of uh of make and let's kick this off and I think maybe before jumping into the demos uh a lot of people might think they know the answer to that but I think it's still good to uh Define it what actually is lead generation yes so glad you asked Leo thank you not that that was a prepared question um so yeah I look found this very good definition from uh from a source Optimizer you can check it out I'll let you read the definition yourselves but in general what I like about this one that it really encompasses the two main parts of lead generation so first of all being the fact of generating consumer interest so creating some sort of value for your potential let's say prospects and getting them interested into a sale i' classify this all as the content part of lead generation and then we also have the the technical part so that really the digital process of collecting a visitor's contact information and in general what I would say is as a marketing team you should really be spending as much of your time as possible on the content part that part that really generates value so this is coming up with different uh lead magnets with downloadable white papers with free online courses a lot of experimentation to see what you can give away to create the most value for Potential Prospect but in reality what we see is marketing teams are wasting way too much time on the tech part and especially when it comes to a lot of back and forth between both the marketing team and the tech team um and this really slows down the lead gen effort so what we're going to focus on in this webinar today is much more on the tech side of things to really show you how this can be orchestrated with now thanks to no code a lot less effort than previously and that your team can actually spend majority of the time on the content part awesome I think maybe one thing that some people confuse is once you say the word lead generation they only think about B2B right but I think it's there's be this lead generation b2c as well and it's in multiple Industries right so if you speak about uh in in the legal industry if you want to acquire some uh customers you need to get leads who going to be working uh you're going to be working with if you speak about the automative industry like there are a lot of industries that are b2c not B2B and there still requiring lead uh generation I think it's very important to make this uh distinction that no lead generation is not only B2B it's depending on the in your business it can also B2B and uh and b2c so thank you thank you very much for that and I think as you said like a lot of people are still wasting a lot of time on the Tex site uh so maybe we can dive a little bit into uh into into this so what is what is the take side behind behind region and we're we're we're dealing in uh in twos today so again on the tech side I would also split this into two parts there's the one part which is capturing leads from uh various different sources and then obviously storing those leads in your CRM so when we look at capturing leads there's sort of some main categories that we see so first of all being the website builders that you're using so for instance whether it's webflow uh wig in the older days WordPress I still know too many people are using WordPress but it's one that needs to be mentioned um and these website Builders often have forms as an option and you can obviously then capture data on your website then there's the form Builders which are more Standalone you could embed these in your website but also send people directly to some forms that you might be building on type form or fill out or tally and lastly there's the ad networks themselves that have in the more recent years created these lead gen products where you can actually build your lead form within the ad Network itself so the person doesn't need to leave LinkedIn or Facebook and they can share their information with you in a few clicks and as maybe some of you Avid make users have noticed these are all actually make modules here that I'm showing in the screen so I guess the main takeaway there is thanks to make you don't need developers anymore to capture leads from these sources and we'll obviously show that in the first demonstration now if we look at storing the leads in your CRM there are obviously many CRM crms in the market we're going to be focusing a bit more on the B2B side today but some of the main ones let's say that you see here of like Salesforce HubSpot pipe Drive what's important to know here is when you're orchestrating your lead genen tech stack is that not all crms behave in the same way and they don't all have the same structure so for instance if we look at Salesforce they have leads and contacts to store information about people they have accounts to store information about businesses and then they have this opportunities object to store information about a PO sale HubSpot very similar you just have one object when it comes to people only contacts um and if we look at pipe Drive um and this is actually going to be the CRM that we're going to be using in these next three demos um but really remember that the principles that we show will be able to work with all crms when we look at at pipe drive you see that one's actually flipped and for whatever reason they have two different objects for um what in Salesforce and HubSpot are opportunities and deals they have leads and Deals which is the opportunity you use to manage your like let's say uh sales likelihood events so I guess the takeaway here is lead management to actually do this properly from a tech perspective does require you to get a bit of knowledge around your CRM objects and how they are set up yeah thank you thank you very much and I think like speaking about this this uh CRM I think the the important thing is we are not only storing the Le in the CRM but also are sending this data from the CRM back to the advertising platforms right and that's what we're going to be speaking uh speaking about uh uh today as well so uh I think we have we have three demos that we're gonna be going through maybe you can give just a very quick intro to these three demos yeah so the F first of all what we're going to get started with is the the one that I mentioned so capturing leads from any source and to do that we're actually going to head over so what I've prepared here is basically a demo lead magnet this was built with a form Builder called fill out and what we already have is a demo pipe Drive account before I go into the make scenario Leo did you want us to quickly go through for anyone that's new to make maybe um just like a how to get started in make itself I think yeah that would be awesome if you can maybe open open make and just show people how uh uh how thises look like and how to build just a very a very symol scenario I think that would that would be useful so let's do that I'm I head over to this tab here so there's this beautiful purple button that you'll get very used to when you use make a lot create a new scenario so in make these automations or workflows are named are called scenarios and what you can basically do make has Integrations with what's the number Leo are we up to 10,000 or uh like almost there almost there I think we're are above 1,700 already so okay so they're adding more and more tools every single day but for instance if I would drop in one of those ad Network forms that I mentioned we can have a look here at at LinkedIn lead gen forms and what we could do is for instance trigger this scenario whenever someone responds to one of our LinkedIn forms and I will just select one of the ones I've set up earlier we could for instance if you're using HubSpot as a CRM then go ahead and create a contact in HubSpot and what makes allows you to easily do is basically take some data that you get from this module and move it in to your other tools down the line and there No Limits which we'll see in a second you don't just need to connect two different tools or have two steps our scenarios can be a lot more complicated which I will show you right now so this would be the scenario that I've already set up which is going to basically capture any leads that fill out my lead magnet here and I want to send them into pipe drive now if we take a look at this scenario you might be asking okay w why do we need so many modules here and if we take a closer look you can see there's some different objects that I'm working with working with not only leads but organizations uh people which is the let's say the pipe driver equivalent of a contact and then we finally have leads so first of all the reason why our scenario needs to look like this if I actually go into pipe drive and try and create a lead manually you can see in pipe drive a lead can be connected to both a person and an organization in my lead information here I can't actually save any information like what's their email address you can see this is blocked because this all needs to happen on a person person level if I try and add myself it's going to say hey we don't have that person yet you can create a new one and the same goes for a company if I try and add a company here so every lead should be connected to both a organization and a person and if we look at at our form we're collecting different types of information so the first name the current position and the email are data specific to a person yet the company name and even the domain name of the email are probably information specific to an organization in pipe drive and lastly the act of them actually downloading this this is the act that's creating this lead so let's break into this scenario what I'm doing is I'm getting first of all my response from fill out and then I'm searching my CRM pipe Drive is do we already have a person in our CRM which has the same email address and we're also searching for organizations based on the um domain of the email address because what we want to avoid is duplicates we don't want to create two different contacts or two different organizations for the same company because for instance a person could fill this form out many times or multiple employees from one company could fill out this form and so what we need to do is create a bit of logic here and make really allows us to build logic that normally only developers could so what we're doing is we're searching for these objects and we're basically setting them into what are known as variables so if I find a person I'm going to set their ID in a variable and if I find an organization I'm going to set that ID in a variable and what we can do is create some logic here to say that look if there's no organization found yet in pipe Drive we're going to go ahead and create one and what I'm doing here is I'm basically just very simply mapping the name of the company that they filled out in the form and doing a bit of um data manipulation to get the website extracted from their email address and then what I'll do is I'll update the variable and set that with the organization ID that I just created we'll see an example of this running in a second we then do the same thing if there is no person found yet we go ahead and create one very interestingly is what we can do here is already connect that person with the organization that we've created and then lastly what we want to do is actually create the lead and so what we're dropping in here is we're giving our lead a title so right now I've just called it generically lead magnet maybe if you had different lead magnets you might want to add some custom Fields here to save this on the lead as well so that if the same person maybe downloads different lead magnets or different white papers that data is all collected and stored in our CRM so what do you think Leo should we give this one a test are you sure it's G to work because like usually during demos things break so let's see let's see I'm confident I'm confident so let's get started I'll just create um I'll use this name actually this one's pretty good um we'll say since we have a more advanced crowd in today we'll say John Smith is the head of marketing and let's say they are from Nike they're going to acknowledge what I'm going to do here already oh let me just hit download so this theoretically lead magnet would be on the way to their email inbox if we have a look at the make scenario that has just run so we can see this one has just run here first of all let me know if I need to zoom in a little bit we see the answers here these are the answers that were submitted in the form it basically didn't find any people or any organization so that means we created a new person and or first of all we created a new organization Nike um returning the ID we then went ahead and created a new person John Smith with the job title and connected that organization and lastly we logged the lead in our system so let's head over to Pipe drive and see if that lead has made it over I'm going to refresh here and there we see lead magnet Nike John Smith um in just a few seconds they made their way over to our CRM brilliant no thank you very much and I think uh like this is this scenario is is done gonna be moving now to like how to implement AI within within this to add even more information or to uh like yeah uh have more details about about that leads which can help help us in the in the sales process yeah 100% And like the way we've what we've seen so far from um best using Ai and we actually will show one case here is in general what we've seen is it's not so much that you use AI for one big use case but rather many small use cases which really add up and save a lot of time so for instance in this theoretical sales process here a new lead came in probably a salesperson would need to look at is and maybe one of their first jobs might be based off the title setting a Persona of this lead because based on the Persona we probably want to communicate with this lead differently and in general most salespeople are not only filling out one field but maybe 10 15 20 and this is really what eats a lot of time and we think this is a great use case for bringing AI in when we have these type of let's say classifications that need to happen so I'll head over to my second scenario here and we can see actually there's already one record in the queue I'll explain what that means in a little bit but what we're doing here is whenever a new person is created in our pipe drive we check if that job title exists and then we're going to actually Leverage The Open AI module within make and we can actually programmatically now in a scenario chat with chat gbt just like we would in a user interface so here I'm basically taking the job title from that person and um basically giving it some prompts so saying hey look if the person meets any of these criteria that classify them as an IND individual contributor all the way down if I can get to here if they're a sea level I want you to classify them as a sea level and what we've also this is very important whenever you're doing these classifications we uh where is it here there's basically an extra um an extra sentence here saying say if a title doesn't match any of these I want you to client unknown don't try and uh make anything up so if you're not sure let us know that it's unknown and then we can put a filter in here to say that if the result is not equal to unknown then we want to update pipe drive and set that new persona so since we have one in the queue I can actually run this so that new person that I just created is in the queue here um if this scenario was on this is something that would just happen automatically and you can see for the job title head of marketing that was classified as middle management which was ing to our prompt and if we go back into now um uh pipe drive I can just refresh this page and hopefully that Persona has been set and when this scenario is on I've obviously had it off for this demonstration every new person that comes in if they don't have a title yet this Persona will just be said and if you can think of five six seven eight nine examples of this this all adds up and really like let's say makes your lead gen and lead management efforts a lot more efficient yeah yeah I think actually that's a very good point what you mentioned about using AI in all of this small uh uh bits and pieces like everyone I speak about the I if I just gonna uh uh destroy our jobs we're not GNA have jobs tomorrow but actually in reality when you think about it it's more of an enabler and it's not about creating one big project where AI is taking over the whole the whole process but just how can you uh um leverage it in small pie which going to improve uh the total the total process uh all right awesome so now we covered we covered two scenarios already two demos so the first is capturing the leads and storing them into the CRM and now there's no manual process anymore this is all automated with make with having a different different logic there whether it's um whether this lead exists it doesn't exist so there's no uh there's no duplicates and uh adding all the information for the lead whether it's by drive again any CRM you are using we have we have a long list of apps within within make and then the second demo that we spoke about was implementing AI just one implementation here that we spoke about but you can have much much more it's up to your imagination but right now just enriching the lead data and not enriching it just with uh uh uh the level of management you can do much more enrich enrichment with uh with AI actually maybe before we move to the to the third demo uh and we did not beare that question so I hope it's not very difficult did you do some other sorts of enrichment before using AI yeah so what we've what we do a lot is we'd um integrate other let's say quite expensive uh enrichment uh tools so for instance like clear bid there's free one on the market called Big Picture So based on the email domain of the person like from what I have from my uh form here all I can create if I refresh this one is uh an organization with a name and a website right that's not much information but this is enough for us to probably bring in another enrichment tool like big picture and what they will do is they'll probably give you back like 50 points of data on that company like where their headquarters are how many employees they have what their revenue is all these 50 points of data are super valuable but can also be quite overwhelming for a salesperson so what you can do is actually take the whole result of clear bid feed that into an a chat chbt prompt and say summarize this in a and give me the most important details me as a salesperson needs to understand and you put your nuances in there you tell them like what data points are most important for me to get the sale or what data points are most useful for me when reaching out to the person so it's a great way I think like two big cases we see is either classifying data saying I'm giving you an input you give you return one of five options or I'm giving you 50 data points can you summarize this for me with just giving me the information I need to know yeah brilliant no that's that's that's very smart um all right I think we are ready to move to the third the third part the third demo which is sending the converion or converion data back to the advertising platform I think this is a very effective way to be optimizing your compaigns for the convergence that really matters to you because in in many ways like if you are if you're a t company if you just focus about signups they are not always the best metric to be looking at and again if you depending on whatever business you are in just the first the first conversion is not always uh uh the most telling if this uh lead this user is going to be valuable for you or not and this is where offline convergence come into place and sending the convergence data back to the advertising platform play a very very important role so yeah let's dive in so before we get into the demo unfortunately we'll get there soon but a little bit of theory to cover first so I just want to go through like how uh conversion tracking Works in a in a very high level and looking at the more traditional setup so we've running some Google ads a user will click on an ad and they will then land on our website one important thing to notice here is what most of the ad networks are doing they're appending some sort of attribution to your url link and in this case what you see here this is what's known as a click ID most of the major ad networks use this technology but someone clicks on their ad they send you you basically in the ad Network say hey when someone clicks on this ad I want you to take them to this page but then they're going to add some specific parameters to that URL um then eventually the person might sign up on your website like we saw with the lead magnet and we send this conversion back to the ad Network and this attribution um if we're just doing on client side is basically all the work is being done for us based on the pixels that we've dropped on the page and what these pixels automatically do is they use this click ID and so now we're going to show is this is the let's say the client side way how do we go about this when the conversion events are not happening on a website but are actually happening in our CRM and we need to send this later so this leads to the very first tip that I'm going to show share with you and that is basically storing The Click IDs in your CRM so what I have already done I'm not sure if some keen-eyed people may have noticed that in this lead that I um signed up before I actually appended a demo click ID from Google uh to this one and if I look at that scenario that came up let's go back into here um we have set up our form in a way that this is basically automatically captured this one is not something we can like demonstrate through through M there is a little bit of JavaScript involved but one prerequisite is from your website if you can capture these different click parameters then storing them in your CRM can be quite beneficial and so what we actually did is on the lead level you'll see here I've created some custom fields for conversion tracking and here I've basically added all the um uh let's say custom fields for each type of Click ID so in this case the lead that I signed up with came from Google so only the Google click ID is filled in and the LinkedIn values The Meta values are empty because they came from Google it might be in some cases if a person takes two website visits they could theoretically have both a Google ID filled in because they first came from Google and then a week later um they came from LinkedIn um and this would all be stored in our CRM at the moment that the lead is captured so why would we want to do this a few Main benefits so first of all having this sort of marketing attribution in our CRM is going to be able to help let's say the sales Ops teams and your your marketing um analysts identify what are the top performing channels in terms of sales performance next also it's going to help your sales team understand that lead's Journey knowing that whether they came from Facebook in a specific lead Magnet or whether they came directly via your website on SEO this might dictate or um influence how they're going to reach out to that lead and lastly as we spoke about this enables lower funnel conversion events and why these lower funnel conversion events are very useful we already spoke about it at the start of the webinar but I'll give you a very very basic example if all we were sending back to the ad networks were the lead information so whenever that person signed up we have the front end pixel sending how many leads were coming you could have a solution like this where we've had two campaigns running we've spent the same amount of money and it's very easy to see which campaign is better here and this is how those ad networks work what will happen is after this the campaign a is going to start getting majority of your spending the budget will shift towards this and the ad network is going to optimize on what conversion you've told it to optimize on in this case campaign a gives us more leads we should do more of campaign a and less of campaign B but what happens sometimes in reality like the examples we saw that potentially for whatever reason in the messaging campaign B might create less leads but actually more of them convert so when you have this information clearly campaign B is the winner and if we would have just stopped here we'd basically be missing out on more potential deals by the ad Network basically discarding campaign B in the first place yeah and I think maybe one thing that I always try to tell people is think about the different events that the user can do in uh in your product or uh in your in their Journey as a lead right so again if it's a product they sign up and then after they sign up they start using the product they're going to be multiple events that they can do within your product until at the end they become a paying customer usually there are multiple events that they might be uh doing so it's you don't need to be sending only sign up and only the uh uh conversion event but actually you can send the other events in in between and the same thing happen with leads as well whether it's the B2B or b2c lead so the uh the other lead now they download uh they download some uh some content now they start speaking with the sales team so these are all events which you can send back to advertising platform and just enhancing the optimization and every every conversion you can assign a value a value I'm not gonna dive deeper into this but just the main message I want I want to deliver here is think of all the events that you can be sending to the advertising platform the more data that you are sending the better your campains uh can be yeah 100% And what we're going to touch on now is purely just one of those uh examples so let's say what would happen next this lead would get qualified and when it's ready let's say it might be that they've booked a meeting this would be then converted to a deal and this is where I'm going to show you the example of when this because we know only some leads that get generated only a portion of those will be converted to a deal and when that happens that's when we want to send our next conversion back to the ad networks so how this one looks like and we can go into it here so again I'm using just a pipe Drive trigger whenever there's a new deal event and this one I've basically just got it set up when a new deal is created what we can also do is when deals are updated so as Leo mentioned this would be one case where we send information back but maybe if they get to the halfway point of our deal pipeline we send another and eventually we should also be sending it to the one deals um what we need to do here the way I've basically got this set up and let me actually um get the data so I can show you what it looks like I'm going to go ahead here and convert this deal and we'll save this and let me now just run this scenario and it's going to say I want to use the existing data that's that deal that I just converted I've got a filter in place here so that these calls don't actually get made to the ad networks because as I mentioned before we're using dummy data so we cannot that Google click ID that I used is not from a real campaign so we would not be able to send this but at least this will give you a um idea of how this works so if we look at our current deal that was just created um we see here when we look down and maybe here it is that Google click ID is basically getting passed over from the lead and for instance if I look at like The Meta lead ID that is empty the LinkedIn ones will all be empty um from the lead we don't get all the information about the person that we need so I've got another module here saying hey I want to get all the data from the person so we can also grab their email address for instance and then I've got a very um simple logic here that if this deal has a value for the Google click ID I want to send a conversion to Google if it has any of the meta conversion signals I want to send it to Facebook and of course lastly if it has any of the LinkedIn parameters I want to send a conversion to LinkedIn and you could add here Tik Tok Twitter whichever um let's say Ad Network that you're using and what we're simply doing here on the Google side now this is another one all of these uh ad networks behave slightly differently and also offer you different possibilities of what data you can send obviously Google is quite different to a social network like Facebook and Linkedin so they're going to match these conversions on different parameters but what's quite consistent is they're going to ask you for this click ID in the case of the way that the let's say the default make scenario is set up for Google you're not actually passing any information about the person uh if we look at how it looks like for meta they actually more want information about the person because then they could match those email addresses to Facebook users but they also enable you to add these click IDs and they also have a thing called a browser ID and it's the same concept for LinkedIn now one big let's say um uh thing that we need to remark here in general the more data you give from a technical perspective now the more data you give these ad networks the more likely they are going to be able to match those conversions to the original campaign where it came from now especially for those users in Europe um we do have to mention obviously around the the user consent and gdpr so this is not something that we can give advice on legally that's something you need to discuss with your especially if you're at a large organization with your legal teams what I like I would say these click IDs are probably the lower level of a personal identifier compared to giving an email address but from a technical perspective the more data you share the more likelihood you can attribute your conversions better you need to decide for yourself um where you sit at from a from a legal and consent point of view great thank you very much Shan I think maybe one other thing to mention here especially with generating more leads so the first thing that you are doing here you are sending more data to this advertising platform about which leads that uh convert and what value did they bring you and what you can build based on that you can build custom audiences which I think this feature is available in most advertising platforms right now so I want to Target more people who are relevant to the ones who are providing value to me and usually if you're using a CRM you're GNA if you have this information in the like this lead is bringing me x amount of dollars right then you can be sending this data to the advertising platform to build a custom audience with your most valuable customers so you can Target other people who are similar to uh to those customers so I think like there's there's a huge there's a huge value there uh in sending more uh information to to the advertising platform um awesome thank you thank you very much Shan like maybe maybe uh before moving to uh the the questions from from the audience again everyone if you have a question please added to the Q&A tab we're going to go into the questions right now just to kick it off from uh from my side for before do that just to to wrap up on the on the demo side of things so um yeah obviously just wanted to share like the let's say four takeaways on this webinar about autom automating and maximizing your lead generation so first of all we saw that marketers can now orchestrate the tech behind lead genen stop on the door of your your developers you can do a lot of this yourself um enable to do this really try and understand the objects in your CRM and how they interact with each other leverage AI as much as possible um to bring you more efficiency in your workflows and finally where possible optimize on Lower funnel conversions now as Leo mentioned it is question time but while we go to the questions I'll leave a couple of free giveaways up on the screen um first of all if anyone is interested in knowing more around how you can leverage no code from an operator perspective so from a business person trying to make your work more efficient we do have a free course available and for anyone new to make there's also one month free of their Pro Plan so you can build out some of these workflows we shared today um and it includes 10,000 operations so you can already build quite a lot of stuff which is fun awesome no thank you thank you very much yeah if you are not already a make user I think yeah go ahead and make use of these uh opportunities to actually start using make for free and also like take the course with uh with with MX all right so let me take off the questions so for someone who is building these automations for the first time think this scenarios for the first time uh what are some of the challenges or mistakes that you see people uh often doing it yeah so the one that I that I probably see the most is on the make side understanding uh the concept of bundle so everything we saw today was just one thing happening in a scenario so one person filled a form in um one person like one deal was created or one person was created in some cases what we use make for is like show me all my open deals right and then we might return a list of 10 or 20 um and then the way make works is basically every action that you drop into your scenario after that point will happen once for each of the items in your list and sometimes this is intended and it can be good and sometimes people can run into trouble understanding okay when do I need to maybe bring uh what's known as an array together into one level that's probably one of the biggest challenges I see people uh when using make uh for the first time and then obviously if you're getting a little bit further in it make out of the box have already um they already give you most of the let's say the most common actions from certain tools but in the tools we use we know you can do many things so in some cases you might need to go a bit further and start needing to use custom API calls and that would be another hurdle that we see uh people running into understood thank you very much uh all right so we're gonna go to the questions from from the audience here if you have any question please add it to uh the Q&A Tab and I'm just gonna answering like uh two common question I saw from multiple people right so the first thing about the recording of This webinar yes the webinar is recording it yes you're going to get it through your email we're going to send it to uh to you in the email also going to be available on on the website so don't worry it's uh it will be there uh so this is the first one the second one also see a couple of people asking about the templates right so the exact the exact scenario thatan was showing today this yeah they are not 50 each right is that what we said Leo 50 EUR each for each uh for each blueprint 50 and we we bued we exactly so uh so yeah the templ are not like those exact ones are not available on the website but if you go to make make.com there's a list there a a list of templates and like they're very very similar to the ones that you uh that you that you saw today and even way way more uh than that I don't I don't actually know know the count we keep adding a lot of timl every every single Team every single day we have a whole team building timl for you to make things much much easier for you and anyone is interested in the the blueprints just reach out to me on uh on LinkedIn and I can share the the Json blueprints with you for sure awesome awesome sounds like you're not sharing the money with me now just value just giving value thank you thank you uh all right so let's start with the first one which I think you more or less answered um uh when uh when you were uh presenting like how does the duplicated check work like when you are sending a new a new uh a new leads to whatever CRM and you want to check if it already exists or not how how does it work so again this way where it goes back to understanding your um CRM and it's also a decision you need to make me personally I like a structure so for instance in the example that I showed you I am creating a lead every time someone fills the form in because I don't actually see lead potentially such an important uh like let's say important object in the CRM because what we want to know is if one person is creating is downloading the form many times or downloading from many different lead magnets for me this is very useful information to have from like a one to many one contact can download many lead magnets theoretically could become a lead multiple times I've seen others where they really don't like duplicate so what you could also do in the scenario is not only search if a person already exists you could also then search does a lead already exist connected to that person and maybe you just want to update some information on that lead but this is really a decision you need to make um in other crms what would do is you create one lead but maybe track different events like for instance in HubSpot you could actually track these as form submissions it doesn't create a whole new deal or a whole new contact but um depending on the CRM there's different ways of handling it but me personally I think it's very useful to know if someone is either downloading the same content multiple times or different content having that information in your CRM is is very valuable yeah no that's that's that's very correct thank you very much um all right moving to to the next one I think yeah more into that that chat gbt uh uh module itself so like someone asking like how how when to use the RO system user and assistant what to get the best result yeah so correct me like Daniel definitely correct me from wrong but from what we've so basically user what you would be doing that is basically as if you're giving the final prompt right and on the on the system side of things that is some extra instructions that you're giving uh chat Tob so in some cases you might want to like this is where what I would typically use for the system side is giving the instructions around like hey you are a for instance if it's writing content you're an expert blog uh blog article writer you've got years of experience every time you write a blog your blog is exactly 2,000 words no more no less this structure so everything where you want the results and then in the user side I would keep it quite small and that's where I'm basically passing the dynamic information so if I were to create a prompt around a Blog article in the system side of things I would put all the information about how it should be structured and that the chat gbt understands its context and then I would use the user to say write a blog article about this topic so thank you very much and actually we have we have Daniel here from our our one of our solution Engineers do you want to add something to that Daniel yeah sounds about right awesome perfect thank you very much um and we have um we have quite a quite a long question trying to just summarize that so how to send uh converion offline to uh Google ads only once from our CRM yeah I could take this one um so probably you would set up a custom field in your CRM let's say it's spy drive again where you would look whether that particular conversion or event was already sent and whenever that deal is updated again uh you will get um that full payload of the deal uh with yes or no like was it already sent yes or no and if it says yes you simply filter out these events and you would not send them again however for example if you are sending this to Google ads and if you are counting just unique conversions you can just keep sending it over and over it doesn't really hurt so it it kind of depends if if your Google ads is set to Unique you are fine you can send it over and over if you count every conversions then you can have to set up filtering uh on on the Mak side or somewhere in in the CRM so what like what Daniel was mentioning there is after we send the conversion to Google ads we could add another module here which is an update pipe drive and we would check a box like conversion sent true and we would add a filter here to say only bring deals into this scenario where the checkbox conversion send is false great thank you thank you both uh and uh again like yeah some someone is asking uh if you have some training and pre-build scenario so yeah that's what we mentioned before we do have multiple a lot of templat on on uh at make and uh we also have the make make Academy where you have uh to learn to learn about make and also have in the blog a lot of inspiration to uh improve your Marketing in general um all right someone someone is asking uh how to scrap the ad ID in uh in the workflow uh do do you do you actually do that yeah do you think this is this is needed to get that a specific ad ID um May I'm not so sure I fully understand the question I think I get it but um basically it's the same problem like to capture the giglet ID right the ad ID you will pass it in the URL somehow yeah and in Google ads you would set up uh final URL templates or tracking templates and if you place the Ed ID variable into there it would come into the URL and the script which is posting to make on your website would simply s not only just the D just the git but also the ad ID yeah and I can imagine use cases where you can compare 100 leads coming from this ad versus 100 leads coming from a different ad and see which ad has better performance U not that easy but certainly doable uh so yeah essentially you can capture like any parameter from the UR like this right whatever you need campaign ID account ID search important one like the tip I obviously gave was it's very useful storing these click IDs um in your CRM this is what I would say maybe like the version one setup when we work with clients that have a lot more data this is typically data that would live in a data warehouse where you would actually handle all your attribution and the lead ID would live in a data warehouse and in more complex setups a lot of these offline server events are being calculated and sent from there this is really showing like hey if you don't have access to many Tech resources you can achieve similar results in your CRM but of course having a really proper tracking infrastructure you would track all the page views and have that going into your data warehouse and track all of these uh Google IDs what you can then also do is just save the GCL ID The Click ID and through the Google API you can actually return information about what campaign um and what ad ad group and what ad that GCL ID is connected to Google also gives you this information it's just a little bit more of a of a technical setup yeah uh and maybe we going to close with the last with the last question which is can we send the value of an offline conversion again so if we uh closed close the deal can we send the value of that uh of that deal which I think actually this is I think you should be doing that so uh just moving it back back to you and just to confirm uh sending this kind of information yeah 100% exactly and like what you could even really easily is map that to the value that you're getting from your CRM so that it is dynamic you could like hardcode it here if you always had the same some ad networks let you hardcode it when you create the conversion in the network but best practice definitely and especially on on Deal One um and what's important there also is make sure you're consistent around like what I see a pitfall as well is some people will just randomly give a number to a lead and then give very specific data on like deals one which in some cases even less than the original lead that they created is really try and take the time and do that logic of course maybe when the lead is generated you won't have exact access to how much would this lead eventually be but look at your historical data say for every lead that we generate only this amount convert and what's our average basket size of a new deal and give that value to your leads to make sure that the ad networks knows which conversions are more valuable than than others awesome thank you very much Jen and thank you very much uh everyone for uh for attending again there is uh one month uh for free for new make users and there's the free course from uh MX to learn more about make and moreover we're going to have more webinars focusing on on the marketing side of things so if you if you want to learn more about marketing and how can you use automation to uh uh to improve your business and get uh get more value for your business we're going to be launching a lot of webinar very very soon uh so stay tuned thank you very much uh uh for joining and thank you very much Yan for all the valuable information no worries thank you so much for for having me and and NX join the webinar cheers Leo thanks hello everyone bye awesome bye guys take care