Mychal Edelman - Advanced Customerhub
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Mychal Edelman - Advanced Customerhub
- 1. The Ultimate Event for Small Business Success. Advanced Track: Create a Personalized Membership Site Experience with Customerhub Mychal Edelman Premier Live Events Consultant, Infusionsoft @mychaledelman
- 2. The Ultimate Event for Small Business Success.
- 3. The Ultimate Event for Small Business Success. What’s new?
- 4. The Ultimate Event for Small Business Success. Some new features -Multiple admins -Easier Publishing -Permission Management
- 5. The Ultimate Event for Small Business Success. Popular Membership Strategies
- 6. The Ultimate Event for Small Business Success. 1. Paid for Access to Content 2. Lead Generation/Freemium Models 3. Customer Billing Center
- 7. The Ultimate Event for Small Business Success. Let’s turn it up a notch.
- 8. The Ultimate Event for Small Business Success. Dynamic Membership Experiences
- 9. The Ultimate Event for Small Business Success. Who? Wellness/Health Industry – ontargetliving.com • Website had no lead capture other than a Constant Contact form • Sales slowly came in from the website • Company founder was speaking to thousands of people a week • Company founder has a book, coaching sessions, Quick Case Study- Dynamic Membership
- 10. The Ultimate Event for Small Business Success. Quick Case Study- Dynamic Membership What was implemented • Lead capture(membership signup) forms implemented • Assessment implemented • Website pages built for all outcomes
- 11. The Ultimate Event for Small Business Success. Quick Case Study- Dynamic Membership The Outcomes • Database grew from 2k to over 10k in just 60 days • Sales increased 45% in 60 days • Social media interest spiked
- 12. The Ultimate Event for Small Business Success.
- 13. The Ultimate Event for Small Business Success.
- 14. The Ultimate Event for Small Business Success.
- 15. The Ultimate Event for Small Business Success. Segmentation Tags Member Groups Have the right conversation
- 16. The Ultimate Event for Small Business Success. Partials • A Partial is a snippet of reusable content that can be merged on to multiple pages. • Each Partial has specific and independent permissions set for visibility REGARDLESS of the permissions of the page it lives on.
- 17. The Ultimate Event for Small Business Success. How do I use this? Pages and Partials
- 18. The Ultimate Event for Small Business Success.
- 19. The Ultimate Event for Small Business Success.
- 20. The Ultimate Event for Small Business Success. Content Affecting Questions 1. “Who is the customer going to work with?” 2. “What tracks or areas are they going to be working on?”
- 21. The Ultimate Event for Small Business Success.
- 22. The Ultimate Event for Small Business Success.
- 23. The Ultimate Event for Small Business Success.
- 24. The Ultimate Event for Small Business Success. Partial Strategy 1. Deliver audience-specific content within a particular page (e.g. a welcome video for new members on the home page that automatically goes away after x number of days). 2. Highlight and sell access to additional paid content (upsell)
- 25. The Ultimate Event for Small Business Success. Partial Strategy 1. Insert the same message in multiple locations throughout your Member portal so that it is easy to update (from one location) when changes are needed. 2. Display targeted partner ads to customers / members
- 26. The Ultimate Event for Small Business Success.
- 27. The Ultimate Event for Small Business Success. Expiring Membership Upsell with Partials
- 28. The Ultimate Event for Small Business Success. Thank You! Mychal Edelman Premier Live Events Consultant, Infusionsoft @mychaledelman
Editor's Notes
- Application Examples include:XP142.infusionsoft.com Membership signup (dynamic)Attached to xp142.customerhub.netScarcity Principle 2 day trial example: Show how tags can change partials and induce an upsell.Webforms with merge fields?
- How many of you have used customerhub for more than 6 months?In application features updating constantly… thanks to a team that is lead up by the head
- In application features updating BOOMMultiple admins- Give password to someone in order to work on your site? No more…Sliders- Save us the angst and pain to have to click in to each page and publish them each time…huge time saverMembership Groups- Affect PermissionsTalk to lbayuk and tmeyer about messaging docs
- Better overviewHOUSE CONNECTIONI know there are some newbies in the room…I invite you to stick with us to learn some of the capabilities to check out the website.Question about strategiesHow many of you use customerhubtooo….
- LET’s all get on the same page…as a quick refresher…let me go through the most common ways to use customerhub.3 top ways to use CHUB…. These are the things that can take it to the next levelYour membership experience may shine in 1 or more of these tactics, but the goal is tto leverage all of the follwing,
- Why should you care about this case study?Because it was business who wasn’t happy with the content they were providing their customers,Sales weren’t where they wanted them to be, And they wanted to build a personalized membership experience to enabled them to convert at a hire level.We did a mastermind call…..
- The Way We deliver the assessment results is via a dynamic membership site
- Rest, Exercise, and DIET
- Outcome.From the Assessment what can we do…..to make this experience more personalized and more dynamic.
- With Infusionsoft as our center database what can we leverage. Where can we apply tags and what do they mean? Interaction of some sort, or distinction…a form filled out…a link was clicked…and attachement downloadedMoves into example in INFUSIONSOFT AND CUSTOMERHUB XP142.infusionsoft.com
- Explain the Jumpstart course….
- Every page you build in customerhub is an opportunity to build content that is permissioned a certain way.We tend to think of a page as a whole. For example. Here is a Bronze page. As the membership creator, as you are probably all familiar you can deem this entire page visibly accessible
- If we start to think of the page in terms of content pieces rather than a whole, we can start to leverage the power of partials inside of customerhub.Yes we could build all of the bronze content on JUST THE PAGE and set the permissions THE ENTIRE PAGE TO BRONZE?BUT…Can you think of a scenario where you would want people to access a page but not all OF THE CONTENT on the page?
- What are your content affecting questions…
- If we start to think of the page in terms of content pieces rather than a whole, we can start to leverage the power of partials inside of customerhub.Yes we could build all of the bronze content on JUST THE PAGE and set the permissions THE ENTIRE PAGE TO BRONZE?BUT…Can you think of a scenario where you would want people to access a page but not all OF THE CONTENT on the page?
- If we start to think of the page in terms of content pieces rather than a whole, we can start to leverage the power of partials inside of customerhub.Yes we could build all of the bronze content on JUST THE PAGE and set the permissions THE ENTIRE PAGE TO BRONZE?BUT…Can you think of a scenario where you would want people to access a page but not all OF THE CONTENT on the page?
- Lot of different and creative ways to leverage partials and that is why I love doing what I do, because, in order to optimize HOW dynamic a lot of the timeRelies on how creative you can get.Just showed you this one
- Lot of different and creative ways to leverage partials and that is why I love doing what I do, because, in order to optimize HOW dynamic a lot of the timeRelies on how creative you can get.Just showed you this one
- Cialdini Persuasion Principles– Scarcity…Leads into final example of using partials creatively to persuade upsell from Free-Trial Example from earlier.
- Leveraging a Free-mium Model by using a persuasion principleScarcity PrincipleGet into application and show them campaign with timing.
- Bonus–Webforms with merge fields on site that will be built in.Chargerville-