RMRS

STANDARD OPERATION PROCEDURES (SOPs)

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  • Content Management SOPs
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  • Standard Operation Procedures

SOP | How To Schedule Emails In Infusionsoft

October 14, 2020 RMRS1

 

 
If you’d like a checklist with checkable boxes for all this, there’s one here.

Click to jump to:

  • Emails
    • Email Split Testing

Emails

Drafting

  • Login to keap.com and click Email & Broadcasts > Send a Broadcast.
  • Click the ‘Get Started’ button and go to Actions > Create Blank Email.
  • Where it says ‘From: The contact’s owner’ click the pencil and select Antonio Centeno <antonio@realmenrealstyle.com> and SAVE THE CHANGE
  • Click in the ‘recipients’ field and select
    ‘001. RMRS -> 001-Broadcast-All-Finished’
  • Enter an attention-grabbing subject line
  • Add preview text – a ‘sneak peek’ to hook readers further
  • Use TestSubject to check how they look on mobile
  • Go to ‘Merge’ on the blue bar > Contact Fields (most common) > First Name
  • It should now say ~Contact.FirstName~. Add a comma after.
  • Write or paste in your email
  • If sponsored, include a sponsor link with some variant of ‘Click here to check out x’ near the beginning, and the FINAL, SHORT video link in the P.S. (Just put text if you don’t have links yet.)
  • If sponsored, include any discount code.
  • If non-sponsored, put the FINAL, SHORT video link in the text and either the article link or a personal touch in the P.S. Or ask for an email reply.
  • “Always sign off ‘Semper Fi, Antonio’
    (or ‘Semper Fi, Antonio ‘[something funny]’ Centeno’)”
  • If you’ve pasted anything in, check the text colour is #343434
  • The draft will save automatically and you can click ‘Exit’
  • In the Content Team Schedule Spreadsheet under ’email list’ type in ‘drafted’ and change the cell colour to orange.

Adding and Creating Tags

Tags help track the number of clicks each link receives. They can be created directly from the draft of the email.

  • When adding a URL, click the link icon.
  • Insert the correct URL.
  • Select the small tag with a + icon
  • Where it says ‘Select a tag…” enter the tag you want to create. (For example nov-21-19-video)
  • From the drop-down menu ‘Choose Tag Category’, select ‘077.Email-Stats’
  • Click Create.
  • Click Done to add the tag.

Scheduling

  • Add any missing links.
  • Make sure links have no spaces at the end or beginning
  • Tag links. The tags follow the pattern: first 3 letters of the month-date-year-video/sponsor
  • Send a test email to yourself, Gavin, and Steven and check all the links work (the video link won’t be live yet, but it will say the video is private).
  • Click
… Read the rest

Content Management SOPs, InfusionSoft SOPs, Notification Management SOPs

How To Send Automated Email Reply From GMail

September 25, 2020 Yuri

… Read the rest

SOP | Tech automate, email, gmail, reply

How to Whilelist Email

September 18, 2020 Yuri

Gmail (Webmail and mobile)

Getting all future emails from a sender to appear in the “Primary” tab (instead of “Promotions”, or elsewhere) is a quick, two-step process.

First of all, drag-and-drop the email message from beneath the tab it’s currently filed under, to the “Primary” tab:

Gmail

Once done, a message alert will appear with, “This conversation has been moved to Primary. Do this for all future messages from antonio@realmenrealstyle.com?” Select “Yes:”

Gmail

Gmail on mobile devices doesn’t provide a way to prioritize messages. However, touching “Show images” then “Always show images from Sender” will ensure that images always display in the inbox:

Gmail for iOS

Android (Default client)

On Android devices, open the email message and touch the picture of the sender that displays before the message. Tap “Add to Contacts.”

 

Yahoo! Mail

When opening an email message, a “+” symbol should display next to From: and the sender’s name. Select this and an “Add to contacts” pop-up should appear. Select “Save:”

Yahoo! Mail

 

 

Apple Mail (OS X and iOS devices)

Both Apple Mail on OSX and Mail on iOS devices have a similar process for adding senders to Contacts. By selecting the From, or Reply-to on an email message, you can choose to “Add to Contacts” or “Add to VIPs.”

Apple Mail 6

 

apple mail "add to VIP" to whitelist the sender

The advantage of “Add to VIPs” is that future emails from this sender will be added to a special VIP mailbox in iOS Mail.

 

Windows Live Desktop

After opening an email message in Windows Live Desktop, an alert in the preview pane with, “Some images in this message are not shown.” will display. Select the link, “Add to Safe Senders list.”

Windows Live

 

Outlook 20XX

When opening an email from a sender, an alert at the header of the message, “Click here to download pictures…” should display. Click this and select, “Add Sender to Safe Senders list:”

Outlook 20xx

 

Outlook.com

After opening an email message, an alert message should display with, “Parts of this message have been blocked for your safety.” Beneath this, click the link with, “I trust sender@theirdomain.com. Always show content:”

Outlook.com

 

 

AOL Mail

In the preview pane for an opened email message in AOL Mail, select the sender’s From name under the email’s subject line and select “Add Contact” from the drop-down menu:

AOL Mail

Knowing how to whitelist your favor

… Read the rest

SOP | Tech whitelist

ClickFunnels – Zapier – Thinkific: OTO Students Enrollment Issue

September 15, 2020 Yuri

Order form on ClickFunnels works fine and sends user’s info over to Thinkific (or other course platform) via Zapier integration.
But that’s not the case with OTO – one time offer – upsell pages.
Information from those pages is not being passed over and students do not enroll correctly.
First and last name parameters are missed and Zapier fails every time.
The solution is implementing hidden fields with a javascript recording cookies and passing over to next step of the funnel.
Watch the video and find the mentioned script below.

The code:

<script>

    if (typeof Cookies == "undefined") {
        !function(e){var n=!1;if("function"==typeof define&&define.amd&&(define(e),n=!0),"object"==typeof exports&&(module.exports=e(),n=!0),!n){var o=window.Cookies,t=window.Cookies=e();t.noConflict=function(){return window.Cookies=o,t}}}(function(){function e(){for(var e=0,n={};e<arguments.length;e++){var o=arguments[e];for(var t in o)n[t]=o[t]}return n}function n(o){function t(n,r,i){var c;if("undefined"!=typeof document){if(arguments.length>1){if("number"==typeof(i=e({path:"/"},t.defaults,i)).expires){var a=new Date;a.setMilliseconds(a.getMilliseconds()+864e5*i.expires),i.expires=a}i.expires=i.expires?i.expires.toUTCString():"";try{c=JSON.stringify(r),/^[\{\[]/.test(c)&&(r=c)}catch(e){}r=o.write?o.write(r,n):encodeURIComponent(String(r)).replace(/%(23|24|26|2B|3A|3C|3E|3D|2F|3F|40|5B|5D|5E|60|7B|7D|7C)/g,decodeURIComponent),n=(n=(n=encodeURIComponent(String(n))).replace(/%(23|24|26|2B|5E|60|7C)/g,decodeURIComponent)).replace(/[\(\)]/g,escape);var f="";for(var s in i)i[s]&&(f+="; "+s,!0!==i[s]&&(f+="="+i[s]));return document.cookie=n+"="+r+f}n||(c={});for(var p=document.cookie?document.cookie.split("; "):[],d=/(%[0-9A-Z]{2})+/g,u=0;u<p.length;u++){var l=p[u].split("="),C=l.slice(1).join("=");'"'===C.charAt(0)&&(C=C.slice(1,-1));try{var g=l[0].replace(d,decodeURIComponent);if(C=o.read?o.read(C,g):o(C,g)||C.replace(d,decodeURIComponent),this.json)try{C=JSON.parse(C)}catch(e){}if(n===g){c=C;break}n||(c[g]=C)}catch(e){}}return c}}return t.set=t,t.get=function(e){return t.call(t,e)},t.getJSON=function(){return t.apply({json:!0},[].slice.call(arguments))},t.defaults={},t.remove=function(n,o){t(n,"",e(o,{expires:-1}))},t.withConverter=n,t}return n(function(){})});
    }

    jQuery(document).ready(function($){
        $(".innerContent input").each(function(){
            var ele = $(this);
            var name = ele.attr("name");

            if (typeof name === "string") {
                var merge_field = "merge_" + name
                var existing_val = Cookies.get(merge_field);

                ele.bind("input", function(){
                    Cookies.set(merge_field, ele.val());
                });

                if (typeof existing_val !== "undefined")
                    ele.val(existing_val);
            }
        });
    });
</script>
… Read the rest

SOP | Tech clickfunnels, enrollment, integration, thinkfic, zapier

Shopify – How To Create Quality Trust Badges

September 3, 2020 Yuri

<div class="login_footer container">
        <div class="row bgrow">
          <div class="col-md-8 col-sm-12 img-row">
              <img class="img-responsive" src="https://cdn.shopify.com/s/files/1/0296/7109/6453/files/b1.png?v=1599142664" width="120px">
              <img class="img-responsive" src="https://cdn.shopify.com/s/files/1/0296/7109/6453/files/b2.png?v=1599142664" width="120px">
              <img class="img-responsive" src="https://cdn.shopify.com/s/files/1/0296/7109/6453/files/b3.png?v=1599142664" width="120px">
              <img class="img-responsive" src="https://cdn.shopify.com/s/files/1/0296/7109/6453/files/b4.png?v=1599142664" width="120px">
              <img class="img-responsive" src="https://cdn.shopify.com/s/files/1/0296/7109/6453/files/b5.png?v=1599142664" width="120px">
          </div>
        </div>
      </div>
#shopify-section-product-template .img-row{display:flex; flex-wrap:wrap}
#shopify-section-product-template .img-responsive{flex-grow:1; width:auto; max-width:120px; height:auto !important;margin:auto !important;}



@media (max-width:600px) {
#shopify-section-product-template .img-row{display:flex; flex-wrap:wrap}
#shopify-section-product-template .img-responsive{flex-grow:1; width:auto; max-width:100px; height:auto !important;
margin:auto;}
}
… Read the rest

SOP | Tech blurry, shopify, trust badges

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