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Automated sales funnel software for Animal science

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hey everybody I had a question come in about  automations if you are selling more than one   thing so we've all experienced that where we've  purchased something and then you get that upsell   that one-time special offer and so somebody was  asking me how do you automate this whole process   and how do you send the email to deliver it and  all of that kind of stuff so I wanted to walk   you through it's kind of a two-part uh video  here how I first kind of map out my backend   automations because here's the deal if you don't  build in some of these systems into your business   if you're manually doing all of this there's no  way that you can scale so you always need to look   for those systems so that you can basically  just turn it on and it will run for you now   the software that I'm going to be demonstrating  is on go high level sometimes uh you might have   heard heard people refer to funnel gorgeous fgf  or there's other wh labeled programs out there but   go high level is or high level however you want  to say it is an all-in-one marketing program so   that's what I'm going to demonstrate today now  keep in mind there's some other programs that   I love like cartra it also does something very  similar uh you know the buttons look different   and all of that but the bottom line is you first  need to start with a piece of paper and just kind   of map out what you're trying to do and that's  what I've done here so let me just talk about   this for a minute so basically somebody comes  into your world and they make a purchase now   there is a difference between a bump offer and  a one-time uh special offer I'm not going to go   into that right now but uh for this example both  of these are upsells so what that means is you've   purchased it and then on the thank you page it's  giving giving you the opportunity to purchase a   special one-time offer now what this one person  wanted to do that asked me the question they   said I want to deliver everything in one email  so you know if they purchase three things you   don't want you could send out just three automatic  emails but they were all PDFs or something like a   canva template something like that they wanted to  deliver everything at once so uh over here on the   left this would be the flow somebody comes into  the world they purchase okay then on that thank   you page they are given the opportunity for a  special one-time uh offer they purchase that they   go on to the next which is the second onetime  offer now of course if they only purchase the   first one and then they say no thank you then it  stops that sequence okay but for the sake of this   demo just so you can understand so so what what's  the first thing you need to do always tag every   action that your people are going through I tell  I tell my clients and students tags are free what   do I mean by that even if somebody opts in on a  free landing page and they want to get that goodie   you need to tag them not just that they opted in  but what did they get what did they sign up for   because then after the fact you can segment your  list can do all kinds of things so just remember   tags are free be generous in the taggings so in  this example they've purchased so I give them a   unique tag that tells me what they purchased if  they purchased the upsell I give them a second   unique tag showing that they purchased that upsell  they purchase the second upsell the same thing   they get yet another tag so this person would have  three tags attached to their name so when I looked   at the CRM I could tell exactly where they came  in what they purchased and all of that so now   how do you automate these things so that you can  just send out one email and we'll deliver all the   goodies you need to use what I call the if then  automation what do I mean by that and I'm going to   show you in real time here basically you build a  branch and you have the system look for these tags   and based on whether they find them or not it will  fire off separate emails so in this example what   we need to figure out is what are the different  numbers of scenarios and in this example there's   three different scenarios they just purchase and  forget the one-time offers or they purchase plus   they get one the first upsell offer or the third  scenario is they purchase and they get both of   the upsells all right so are you tracking with me  is this making sense so this would be how I would   map it out so that I could understand the whole  flow now let me hop over to go high level and just   talk about how would you build out the automations  so the automations always have to start with what   we call a trigger and a trigger just means what  fires this off and in this instance the trigger   is they actually had to purchase that first thing  so you can see over here in my trigger it it I'm   telling it which funnel which page which product  and what's the submission it is a sale it is a   purchase okay so that is what starts this that  starts the whole ball rolling all right then   notice I said it's starts adding the tags and I  just realized um I need to add tags down here and   I didn't do that um okay hold on one second  okay I I just had to pause for a second now   here's here's the uh caveat that I'm going to talk  about when you are building out more complicated   type automations and funnels and all of that kind  of stuff there's usually more than one way to do   something I try to when I build for clients and  I teach my students I try to keep it as simple   as possible because the more that you add on to  something the more it can break okay and you know   if somebody's just starting out uh is it easier  just for you you know if you're only getting a   couple of sales it might be easier just for you  to manually do some things but always look at   when you're scaling and growing your business now  I just realized here there's a couple of different   ways I could handle the upsells so let me explain  how I built this and then just talk about kind of   some backend the main objective and let me just  come back over over here the main objective that   this person had when they asked me the question  was they only want to send one email uh they don't   want the person getting hit with three separate  emails here's the email for uh the main purchase   here's the second email for the upsell one here's  the third you could do that but in this instance   they only wanted the one email to go out so what  I would do just ignore this piece down here for a   minute I would have three different automations  based on um and you could you could add it here   also so um we could just go ahead and add a  another trigger that if they purchased uh the   upsell it would give them that tag I probably  would just do them in separate automations okay   if your eyes are glazing over at this point and  it's too much don't worry uh join my membership   and we can uh work through this together all right  so but the main thing I want to talk about is the   if then condition so if somebody comes in and they  purchase the main thing they get that purchase tag   and then on the email if they only have purchased  this okay and when we open up the if the if then   conditions we walk through how we want to build  these out and this uh one over here is if the tag   if they do not have the tags the upsell one and  upsell two then send them this email email and   in this email they would get the link just to the  first thing if this tag here I should leave this   open for a second if this tag says that of course  they've got the first purchase tag but then they   also purchase the Otto then send them that email  and then the middle one here is if the tag has   both and I could have combined these into one all  right so is that making sense what I'm saying so   as you're building the automations you're looking  at the scenarios and it's just looking and saying   okay so they've got the purchase tag that's great  but then what's the next thing now it's going to   start looking for additional tags and again how  would I handle those two other tags the easiest   thing is I would duplicate this top part only I so  I would have two other little simple automations   and those automations the only thing they would  do is if they purchased upsell one I would give   them upsell one purchase tag okay if they uh  purchased upsell number two give them upsell   purchase number two I could also add those  triggers here also and combined everything   just depends on how you like to map things out  all right so let me just come back here and talk   to you for a quick second so and as you can see  there's lot lot of different ways that you can   build in these automations the key is you want to  first map the big picture of what you're trying   to do and then figure out all the moving pieces  and again if you're using go high level funnel   gorgeous or one of these other uh programs and  you want to join my digital Business Academy   it's a lower priced monthly membership and guess  what I am there inside that group every day with   you so when you have questions I can just open  up the hood so to speak and help you navigate   through all right thanks for watching as always  and I'll see you in the next video take care

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