- Видео 106
- Просмотров 110 696
Michael Roberts
США
Добавлен 2 июл 2020
How To Merge Duplicates in Customer I.O
Discover how to merge people through the API in Customer IO. Easily fix duplicates by running contacts through a campaign that uses a webhook to call the API and merge contacts.
Customerio docs on merging through the API: docs.customer.io/journeys/merge-people/#merge-people-api
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Discover the 7 Secrets to High Performing Email Campaigns: boostmyemail.com/#course
Discover Customer.io: customer.io/?kfl_ln=boostmyemail
Need help with your email in Customer.io? I can help! boostmyemail.com/
Follow me on Linkedin: www.linkedin.com/in/michael-roberts-email/
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00:00 Introduction to Merging Duplicates in Customer IO
00:40 Navigation through Customer IO Docs
01:10 Understanding the Workflow
01:41 ...
Customerio docs on merging through the API: docs.customer.io/journeys/merge-people/#merge-people-api
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Discover the 7 Secrets to High Performing Email Campaigns: boostmyemail.com/#course
Discover Customer.io: customer.io/?kfl_ln=boostmyemail
Need help with your email in Customer.io? I can help! boostmyemail.com/
Follow me on Linkedin: www.linkedin.com/in/michael-roberts-email/
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00:00 Introduction to Merging Duplicates in Customer IO
00:40 Navigation through Customer IO Docs
01:10 Understanding the Workflow
01:41 ...
Просмотров: 13
Видео
How To Get Your Marketing Emails Into The Inbox In 2024
Просмотров 1154 месяца назад
Struggling to get your emails into the inbox? In this episode, we break down the complex world of email deliverability and share three crucial steps to ensure your emails are seen. Learn about SPF, DKIM, and DMARC for domain authentication, the importance of a clean email list, and crafting compelling content. Get actionable tips to improve engagement and avoid spam filters. 00:00 Introduction ...
What is the data index in Customerio? Tutorial
Просмотров 1015 месяцев назад
Learn how to navigate to the Data Index, explore its two main tabs (Attributes and Events), and understand its utility as a research, quality assurance, and troubleshooting tool. Discover how to view properties, events, segments, recent activities, and send test events. This guide will help you ensure that your workspace functions correctly and as expected. Discover the 7 Secrets to High Perfor...
Will Gmail Remove my bad IP and domain reputation if I stop sending emails?
Просмотров 1365 месяцев назад
Improving Email Deliverability: Strategies to Boost Domain Reputation I was recently asked if Gmail will remove bad reputation if you stop sending bulk email. The answer is an emphatic no. Good reputation is built on good history, and there's not short cut to history. Discover why merely stopping email sends won't help and learn three critical steps to enhance deliverability: segmenting your em...
How to Build a Report for Weekly Emails Sent - HubSpot Tutorial
Просмотров 5296 месяцев назад
In this video, I'll show you how to build a report that tracks daily or weekly emails sent over time. Follow along as we create a custom report, select data sources, and configure the report builder to visualize email trends. This guide will help email marketers effectively communicate their efforts and drive engagement. Don't forget to like and subscribe for more tutorials! Do you need help bu...
Filters vs. Conditions in Customer.io Campaigns
Просмотров 2197 месяцев назад
In this video, we'll explore the key differences between filters and conditions within Customer.io campaigns. Filters are applied at the trigger level to define criteria for campaign inclusion, while conditions are used to determine whether specific steps within a campaign should be executed. Learn about how filters and conditions can be used together to create targeted and effective campaigns....
Connecting a Website Form to Customer IO using Custom Forms: Step-By-Step Guide
Просмотров 564Год назад
Here I show you how to connect a website form to Customer IO using custom forms. The tutorial walks through the process of locating the form integration, searching for forms, and choosing to use a custom form from other options such as TypeForm, DropForm, and Facebook. I show you how to scan a URL, return to the form page on their site, and input javascript code provided by Customer IO to conne...
Data-Driven Segments vs Manual Segments in Customerio
Просмотров 453Год назад
In this video tutorial, we explore how to effectively use data-driven and manual customer segments in Customerio. We demonstrate how to create these segments, and how to utilize attributes to target specific demographics. This includes a detailed walkthrough on how to filter based on email address types and account creation dates, as well as understanding the use of filter logic operators for a...
The Difference Between Attributes & Events and When To Use Them - Customerio Tutorial
Просмотров 1,1 тыс.Год назад
In this video, we look at attributes and events in Customer.io, a marketing automation platform. We breakdown of what attributes and events are and when it's appropriate to use each one. Attributes are like to fields or properties in other platforms and are used to store descriptive values tied to individual records. Unlike other systems, Customer.io's attributes do not require specific admin s...
Three Reasons It's Important To Keep Marketing Automation and Programs Simple
Просмотров 83Год назад
I got some of my sanity back when I simplified my programs. In my early days of email and automation, I thought complexity was the hallmark of a great campaign. Sophisticated personalization, extensive flows, elaborate back-end processes. All under the guise of building great experiences for customers. But I eventually realized three things: 1. Building complex flows makes it difficult to answe...
How To Use Snippets in Customer.io - Tutorial
Просмотров 8812 года назад
Use snippets to create universal content blocks that can be updated and push changes across all your communication assets. They are helpful for things like company logos, addresses, integration keys that are used in multiple places, etc. Don't forget to subscribe: ruclips.net/channel/UC3WiH0S1S3yU3GPVAR4ZFLA Discover the 7 Secrets to High Performing Email Campaigns: boostmyemail.com/#course Dis...
How To Get HTML Code From Drag & Drop Editor in Customer.io
Просмотров 2,4 тыс.2 года назад
Sometimes you don't have access to an email designer, but you need to work within the HTML code of an email rather than the limitations of a drag and drop editor. Luckily, customerio makes it really easy to do so. Export the HTML from your drag and drop email, and then copy the code back into an HTML coded email, and everything renders perfectly! Don't forget to subscribe: ruclips.net/channel/U...
Showing Multiple Products In An Email - Advanced Customer.io Tutorial
Просмотров 9302 года назад
For many ecomm businesses, or businesses with multiple products, serving up product suggestions based on user information is important. I'll show you how this is done using collections in customer.io In this example, I walk through how we built this for WorshipServe, a marketplace that pairs churches and musicians together. If a church requests an artist and that artist declines, we want to sug...
Customer.io Basics - Using the Video, Icons, and Text Blocks
Просмотров 7902 года назад
Learn how to use the video, icon, and text blocks within the drag and drop editor in Customerio. The video block is a little bit of a misnomer... you can't actually add videos to email. This is a shortcut way to add a RUclips or Vimeo thumbnail to your email, with a play button to encourage contacts to watch your content. The icon block is similar to the social/image blocks, with the flexibilit...
Using My Layoff To Start My Own Business
Просмотров 892 года назад
Several people have asked me what it's like to start my own business as a consultant. Here's my layoff story, how I get my first few clients, and how I dealt with some of the emotion with plenty of uncertainty. Don't forget to subscribe: ruclips.net/channel/UC3WiH0S1S3yU3GPVAR4ZFLA Follow me on: Linkedin: www.linkedin.com/in/robertsitalia/ Twitter: robertsitalia
Customerio Basics - Divider, Social, and HTML Blocks in the Drag and Drop Editor
Просмотров 6342 года назад
Customerio Basics - Divider, Social, and HTML Blocks in the Drag and Drop Editor
Customer.io Basics - Drag and Drop Editor (Part 1)
Просмотров 1,6 тыс.2 года назад
Customer.io Basics - Drag and Drop Editor (Part 1)
Customer.io Basics - Broadcast Newsletters
Просмотров 3,2 тыс.2 года назад
Customer.io Basics - Broadcast Newsletters
How To Get Clearbit Data Into Customerio
Просмотров 1,6 тыс.2 года назад
How To Get Clearbit Data Into Customerio
Configuring and Running Google Analytics Reports in Google Sheets
Просмотров 5432 года назад
Configuring and Running Google Analytics Reports in Google Sheets
How To Update Google Sheet Formulas With Your Salesforce Values
Просмотров 3002 года назад
How To Update Google Sheet Formulas With Your Salesforce Values
How To Import Salesforce Reports to Google Sheets
Просмотров 1,9 тыс.2 года назад
How To Import Salesforce Reports to Google Sheets
Building MQL Based Opportunity Reports in Salesforce
Просмотров 9172 года назад
Building MQL Based Opportunity Reports in Salesforce
Building Salesforce Reports To Get Total MQLs
Просмотров 6792 года назад
Building Salesforce Reports To Get Total MQLs
Building Your Lead Source Opportunity Reports for Marketing Attribution
Просмотров 6373 года назад
Building Your Lead Source Opportunity Reports for Marketing Attribution
Testing To Make Sure Opportunity Creation From Contacts Work
Просмотров 1483 года назад
Testing To Make Sure Opportunity Creation From Contacts Work
Testing To Make Sure Lead Conversion Works
Просмотров 2763 года назад
Testing To Make Sure Lead Conversion Works
How To Make Sure A Contact Role Is Created On An Opportunity
Просмотров 1,2 тыс.3 года назад
How To Make Sure A Contact Role Is Created On An Opportunity
Thanks! I'm getting a strange static popping sound from all the mics I plug into my computer. Nothing works. Must be an issue with the USB drivers
Is there a way to index something that is not indexed?
Thanks, life saver video.
There's a problem with the video, really helpful
Thank you! I am just curious: when we use conditions, doest it give additional workload for the server (we are having 200K users on CIO and we use webhooks)?
I would love to get access to your attribution template -- is it still available?
Yes it is! Here you go boostmyemail.gumroad.com/l/marketing-attribution
Thank you! However, there is a problem with this video: the picture is frozen from 3:35, but sound is ok.
OMG! I had to know that earlier, when I had to update company logo in 100 emails haha
Ha! Will make the next time so much sweeter when you have to do it.
Wow, great trick! Thank you!
Wow, super useful. Thank you! I struggled with it.
Glad that helped!
Can you recommend any CIO courses?
nice tutorial
@@PerSonGod_ Thanks!
Thanks, came in handy for a demo that I am about to do in 2 hours :) :)
THANK YOU SO MUCH 🙏🙏🙏🙏🙏🙏🙏
Nice one. Thanks
Will gmail remove my bad IP & domain reputation if I stop sending bulk emails for say a week or two? I'm thinking of getting a virtual dedicated server and see how it would go, I'm currently on a shared IP
It's not just about stopping the email blasting, it's also about establishing good history. So no I don't think that will be enough
Thanks for sharing your knowledge
great tutorial man, rn Im struggling to find a way to notify my backend that a property has changed in any Person in Customer IO, tried with segments and event triggered campaign, but no luck, my company is migrating from hubspot, so what they do there is that they change a "person stage" property in HS and this triggers a webhook on the backend with the updated property in the payload, not sure if this is possible in CIO. any help will be appreciated
If the attribute is acting like a picklist with a set of standardized values, you could create separate campaigns with each standardized value as the trigger from a segment, and allow contacts to flow through multiple times. But if the values aren't standardized, I'm not sure of a way to trigger solely on an attribute change. I'd check with their support team just in case, but it might have to go on the idea board. Let me know if they say I'm wrong!
@@boostmyemail it seems that it cant be done through a campaign workflow, we have a 100 possible values for this attribute, so we need to notify our backend that this attribute changes. The issue is the trigger, the way its done it has to compare it to something. So the way I see it we can create a campaign for every stage of this att (100 campaigns) its not convenient, but it could work. Today we had a call with the support team, and the possible solution that they provide is through the CDP with a webhook as destination (Journeys as source), but I cant see a way to detect an att changed.
@@fernandorobles-s5y Yeah that's unfortunate, 100 possible values is a ton. I spent a few minutes looking for a trigger myself but couldn't quickly identify a way. Assuming that in most cases it's not going from blank to known value?
Lead - Potential customer Account - company information Contact - related contact info Opportunity - deal Close won or loss.the whole process going with several stages. This is shortcut way. Anything need to add here?
does this work retroactively? or only works to the new ones after you save the mapping
It's only the ones moving forward, it's basically the shortcut for the moment in time when a lead is converted, not a sync.
Thank you so much! Nothing else I found online helped but your video solved my problem.
So glad that it did that!
Bang! Exactly what I needed. Thank you!
So glad it helped!
Thank you for creating this video. This was helpful.
Glad to hear it!
Thank you so much for the very useful and informative videos! Interesting someone would complain about coughing...what are you supposed to do? Hold your breath? No complaints here! 10/10
Ha! Appreciate the kind words all the same and am glad it was helpful :)
As a developer it seems very good.
Hi can you make a video on how to store the data of a custom object in a standard object
Hey! Unfortunately I've moved away from Salesforce as my focus, sorry!
Brother thank you for this video, it's really helpful. One feedback, maybe you can work on your sound, it's not loud enough. Otherwise, great work, keep it up!
Thanks will work on that!
what if it is not showing in the record types? For me the whole field is not showing in record type section.
I've shifted my focus away from Salesforce so it's been awhile since I've logged in there. But it could be that you haven't created record types? Sorry I'm not more helpful!
Very helpful. Encountered this today for the first time after being a Salesforce admin for 7 years. Read through a bunch of troubleshooting online - this was the only thing that helped. Shocked I haven't encountered this issue before.
Hey buddy, did you ever finish or productise this?
I did, although I haven't done extensive promotion for it as I've moved my focus elsewhere. Here it is though boostmyemail.gumroad.com/l/marketing-attribution
You're a life saver!
thank you bro, you saved me !
Great video, thanks for sharing!!
look , i know its hard to continue while theres no support showing but i just wanted to assure you that you saved thousands of people by your tutorials and im one of them . i totally encourage you to keep going !!💖💖
Appreciate that! I just finished launching an email course and am hoping to get back to more video making soon. Glad they were helpful!
Bro you saved me
how i can make the new price book as standard price-book (its wont let me check mark )
This honestly helpped me so much, thank you
Thank you! That was a very unique experience for me where the first video I watched actually resolved the issue.
How can we map historical data is the Lead Field was created a while ago and has data in it?
You can do a mass update using the data loader tool
Your volume is really low. Remix this with more gain in your DAW
Appreciate the feedback, I'll try and get to this soon!
❤❤❤❤
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Hi, Can you show how this can be done within a flow? Thanks!! Or can you tell me?
What about font? Can you upload custom ones to match the branding?
You can't, and even if you could I would probably advise against it anyways. Email safe fonts are even more restrictive than web safe ones. So if you were to use them they'd get rendered back into something else in the email client. Many brands use images to get around this, but that comes with its own pros and cons.
Hi, can I please h Get to know if we can edit the fields and relationship page values example: we have field lable, name index etc if i want to add description header is it possible please let me know
You dont record a video with your title and say “I don’t know” in the middle of your explanation. Zero
and on account object i want button when i click lead create
i want map account fields with lead and then create lead how it will don plz let me know
I haven't created a workflow like this, but there's likely a couple of ways... You might run into issues because this is typically backwards from what is normally done. I have added custom buttons that create different objects. So if you add a "Create Lead" button on the account object, you can probably map fields over when you create that lead. The other way would be to use a flow. This is definitely possible, just a little more technical if you haven't used flows before.
Thank you!
You're welcome!
This is a SCAM !!!
why?