docusign (1)

How To Use DocuSign To Automate Your Signing Process

It’s common to require signatures in many situations, but it can be a hassle to collect and keep track of signatures from a long list of contacts.

But don’t fret – PlusThis has already thought about how to fix that.

With DocuSign Connection, you can integrate your DocuSign account with your CRM to effortlessly manage your signing process.

Let’s say that when leads become clients, you require a Client Agreement before providing your service. A simple, one page document that outlines an agreement between the two parties to achieve a specific goal.

We can run through how you would set up your DocuSign template, configure your PlusThis tool and implement it within your campaign.

Step 1: Create Your Document Template

In order to configure DocuSign Connection, the document will need to be in your DocuSign account saved as a template.

Once the template is saved, we’ll go into our PlusThis account to start the tool configuration.

Step 2: Set Up DocuSign Connection

If you haven’t already, you will be prompted to connect your DocuSign account with PlusThis. Simply login to your account and approve the request to integrate the two platforms.

When connected, select the appropriate template to configure.

We’ll begin the process by indicating who the signer is, and what fields contain their information.

Continue on to customize email options, select the document tabs to autofill based on previous data, and where to save document responses.

For this scenario, we’ll personalize the email a bit by including the client’s name and we’ll save the date the document was signed within the appropriate field.

Lastly, we’ll determine the tags we want to be applied during the signing process.

When the tags are set, we’ll give the tool a name and save the configuration.

Once saved, we receive the Tool URL to input into our HTTP Post inside our campaign sequence.

Step 3: Place The Tool In Your Campaign

An example of a campaign structure that may represent the signing process of new clients may look a bit like this.

From there, you simply paste the URL PlusThis provided, and set the sequence as ready. When automation is triggered, the Client agreement will be sent to the appropriate recipient, the following reminders will be sent and the tags will be applied based on their engagement with the document.

Pretty simple, right? Now your signing process is on autopilot, and you don’t have to stress about keeping track of signatures.

See the tool in action

fbblog (1)

How To Automate Facebook Retargeting Within Your Webinar Campaigns

As leads continue on through your client journey, the information they need from you varies.

With PlusThis, you can manage retargeting to be sure that relevant ads are being shown to your leads depending on what they do within your campaign.

Let’s say that you have a webinar campaign, and after people have registered – you want to show them ads related to the event to keep them excited. But how do you do that?

Easy. One tool – Facebook Retargeting Triggers.

With this tool, you can automatically sync contacts with the ads that make sense for where they are in your funnel.

So for this example, once people have registered and are receiving their reminder emails for the event – they will start seeing ads related to the webinar to keep the event in mind, and keep them excited to join.

Let’s go through how you’d set the tool up for this campaign example.

Step 1: Connect Facebook with PlusThis & CRM

In order to retarget ads for your Facebook Audiences, PlusThis needs access to your Facebook Ad account in order to integrate the platform with your CRM.

After integrating Facebook with PlusThis, the Facebook Audience Trigger tool is ready to be configured.

Step 2: Determine the audiences

After selecting the appropriate Ad Account to work with, decipher the Facebook Audience you’d like the contact to be added to once they sign up for the webinar. If the audience doesn’t exist yet, you can easily add it in right there.

*Keep in mind that PlusThis can only update Facebook Audiences that were created with us. Even though all custom audiences will be displayed, the tool will only function properly if the audiences selected were created through the configuration in PlusThis.

Next, determine what audience you’d like them to be removed from once they submit the form and are planning on attending your event.

For this example, we may remove contacts from our Detailed Targeting audience and add them to the Attending Webinar audience. Once removed and placed into the new audience, they will see more relevant ads that pertain to the upcoming webinar in an effort to keep them interested, and offer a reminder for the event.

Now, select the data that PlusThis will use to find your contacts records within Facebook, and save the tool!

Step 3: Insert the tool into your campaign

After receiving the Tool URL for an HTTP Post within your campaign, the URL can be inputted directly into the appropriate sequence.

That’s it. Really. All you have to do is a couple configurations, and boom – your contacts will be relocated to the appropriate audience on Facebook and will be seeing all the right ads to keep them excited for your webinar.

See The Demo In Action:

videofunnel (1)

The Facebook Video Funnel: How To Get Cheap Leads By Leveraging Video Views

Each part of the client journey addresses a different aspect of a business, therefore the advertisements that they see throughout the journey should reflect that.

Our friend from Slingshot Media Consulting, Eric Saar, has some brilliant strategies to organize your ad strategy for leads to see before they convert to paying customers.

The Video Views Funnel focuses on the amount of content that leads are watching, and basing their next ad on that watch time.

Let’s go through a step-by-step of how to implement this strategy, then watch the live video training video for more context.

Step 1: Create The Content

The first step is a bit obvious, but in order to show leads new, exciting ads – you need to create ads that provide something different in each video. These “ads” are a bit longer (1-2 minutes) than the normal, quick ads they’re used to seeing on Facebook.

Here are some examples from our beloved Harmon Brothers Easy Ads That Sell course.

  • Explainer Ad
    • Tell them what you do! Explain the basics about your company and the services you provide. Consider this to be an intro for new leads that may be just learning about you.
  • Why Ad
    • Tell your story. Show leads what they can gain from using your company for their needs, what sets you apart?
  • Getting Started Ad
    • Show them how to get started! This may be a simple demo of how to utilize one of your goods or services.
  • Customer Journey Ad
    • Use your current customers rave reviews! Show leads how they can use your company from your current customers themselves.
  • FAQ Ad
    • Skip the Q&A and create an ad that answers the frequently asked questions that new customers tend to have when getting started with your company.

Step 2: Segment Your Leads

Even as leads, they are going through the stages of the client journey. These segments are dependent on the amount of the ad they watched. In order to move from one segment to the next, the leads have to watch at least 75% of the previous ad.

  • Cold
    • Maybe they’ve heard or slightly engaged with your company, but likely don’t know what you do.
  • Warm
    • These are the leads that have watched over 75% of the first(cold) ad, and have an understanding of what you’re offering – but do not have all the information they’d like to have before converting.
  • Call To Action
    • The final segment is the one that pushes the lead to become a customer. This is the offer or the request to convert the lead after they have continued to watch 75% of the advertisements.

Step 3: Determine Your Audiences

There are 3 main Facebook audiences to look at in this funnel.

  • Lookalikes
    • These are your ideal leads. The leads that have engaged with your company previously, or are considered to be “matched buyers.” This is the priority audience for the cold advertisement, as they have already heard of your company and are more likely to want to learn more. It’s recommended to have a larger audience for this, with at least 1,000 leads included.
  • Detailed Targeting
    • In the event that there are not enough “Lookalikes” for you to initiate your cold ad, detailed targeting is the perfect substitute. This audience is based on interests, demographics, job titles, industries, etc.
  • Retargeting
    • Retargeting is for the subsequent ads that are shown if the lead watches 75% of the previous video. By doing this, leads see a new, different content that are more aligned with their position in the client journey.

Step 4: Organize Your Videos

Determine which ads are applicable to each segment.

  • Cold
    • What video ad would be best for those that have barely heard of you? What video provides the basics of what you do and what you will provide?
    • Example: Explainer Video Ad
  • Warm
    • Different video than the cold segment, but can vary depending on the content you create.
    • Example: GSA, Why Ad
  • Call To Action
    • In your final segment, what video will be the final push to convert the lead? Final information, offer, or call to action to convert.
    • Example: FAQ Ad

Step 5: Pay Attention, Be Patient

Eric has some tips to consider when it comes implementing this funnel.

  • Let the funnel sit
    • Rome wasn’t built in a day, so give the funnel 2 – 4 weeks to settle and produce data.
  • Distribute the budget
    • Since your cold audience is the largest audience, you’ll want to spend a considerable amount (80%) of your budget on the first ad to be sure that it is getting in front of enough of the right people.
  • Track the amount watched
    • While we focus on those who watch at least 75% of the videos, still pay attention to the number of people that are watching 100%.
Watch The Live Training With Bryce, Kenna, & Eric