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hello vipcloud admins we're excited to

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show you the latest features for signup

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forms that are complete Game Changers

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this is going to empower you to create

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complete personalized workflows for your

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customers in a way that is totally

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scalable for your business and these can

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then be used for coupon clubs which your

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users will absolutely love

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now we're going to start here with just

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the basics this might cover things that

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you already know and that is all right

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because after all

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all of the exciting things that come

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down the line start with just creating a

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sign up form in your account so

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we're going to make this example one

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right here

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add a couple of fields so that it's

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actually a form

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and now

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we're just going to schedule a send for

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this form which can be found over here

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in automations

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and if you haven't checked this out in

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the last couple of weeks

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this might look new and we have trigger

1:07

automations when someone signs up AKA

1:10

creating an autoresponder but you can

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also schedule sends which is really

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useful for those coupon clubs where you

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can say like you know beginning of

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October send out an email beginning of

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November send out an email it's going to

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go to everybody who signed has signed up

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thus far

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and we're going to do that right now

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we're going to schedule a send

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now while I'm doing this

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it's really important that you know that

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when you are when you are scheduling a

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send and this is ultimately going to be

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sent for your clients use merge tags

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everywhere so for the signature make

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sure you use a merge tag for that not

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your signature because it'll actually be

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your signature that goes out so

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is your signature and then also here

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you'll want to use like

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uh any any personal information that's

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going to go this will be then like their

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user information that is that is uh

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merged in so for instance like Facebook

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links things like that or job titles

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those need to be all used right here

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so then when we're ready to schedule our

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send okay right here schedule email

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let's make this for uh November 1st

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and there we go I have now scheduled

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this this email to go out

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now I want to show you some of the

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basics of copying these assignment forms

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into your customers accounts so we'll go

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over here to sign up forms

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and then here is my sign up form as an

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example

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you'll find this under more

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and then it'll be copy signup form

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and

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that's where we have a bunch of options

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that are made available to us

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up here we've got the basic just this is

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literally like if I want to copy this

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into my own account the most basic kind

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of copy we can do that

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but then here's where the cool stuff

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begins where I'm able to do a like a

3:25

one-off share basically here with

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account actions copy into other users

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accounts

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and I'm able to choose various teams

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that I might want to copy this into now

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note here too that these teams are an

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opportunity for you to

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you know create a paywall basically like

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you can you know have a team that is

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just for people who subscribe to a

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particular package that you offer

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and so teams are really useful for that

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so here I can choose a team that this

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will get shared into

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and I have a couple of other options

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here for copy autoresponder and

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scheduled sends so again like the

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scheduled send that I just created I can

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opt into either having that copied into

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their accounts or not

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and of course you can also have an

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in-app alert that is sent to them too so

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that when the next time that they log in

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or if they're logged in at the time

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They will receive a notification that

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this has been done and it's been put

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into their account

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and then also here I have a choice of

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when adding new users to the account

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copy into their account now we are going

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to change some of this word in here

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um so it's a little bit more clear but

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what this really will do too is anybody

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who's then even just added to a group

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will well if this is checked anybody is

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added to a group well then also receive

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this uh this template so as an example

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um I've got this team right here this is

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called newer team and uh if I have a

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customer who isn't currently on that

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team

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but later they are like let's say maybe

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it's based on a particular service or

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package that I offer they're not

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currently subscribed to that package but

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then in a month they decide that they

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want to do that when I add them to the

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newer team

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uh right here then

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then they will uh that they will receive

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this sign up form and again two I have

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the option here of copying

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autoresponders and scheduled sends when

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this happens or not so you have a bunch

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of different options here for how this

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can

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have this sign up form and its

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autoresponders and scheduled sends can

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all be copied into users accounts

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all right now we're going to be looking

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at how to manage your copied sign up

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forms you're going to see these audit

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children buttons throughout the system

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now and what this does is it is going to

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show you what exactly is linked right

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now to your copied signup forms and

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they're Associated automations and it's

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going to make it so that you can look at

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everybody all of your customers who are

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who have this copied into their accounts

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and how it affects them so that way

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that way you could tell before you make

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any changes whether it's a wanted change

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whether it's something you actually want

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to be pushed out to your sub users

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so for instance with this signup form

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here I have shared it with a coupon Club

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that I have or team rather I should say

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and let's say I'm just wondering who

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actually has received this right now so

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I can click on that audit children right

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there and I'm able to see a list of

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every single one of my sub users who has

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received this sign up form and I can

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even see when it was copied and into

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their accounts

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and so this makes it really clear like

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especially if you hear from somebody say

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like hey have I received a signup form

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um if you know you can go into here and

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find out if it's actually in their

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account and point them in the right

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direction

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so let's go into this signup form and

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look in more detail so for instance

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we've got the automations tab right here

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and there is a scheduled send that's

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going to be going out on November 1st

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and I can even see again right here that

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this has been in fact shared with people

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and I can click on here

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and I'm able to see a list of all of

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those users who have this scheduled

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email in their account

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now one thing too we're going to go into

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this into a little bit more detail later

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but you can see here too that

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only show unlinked now sub users have

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the ability to unlink various aspects of

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their signup forms and to help you with

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understanding

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who is unlinked and therefore not going

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to receive this scheduled email I can go

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right there just to flip it on its head

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and just see those people again to be

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able to help with supporting

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supporting users

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now I'm going to

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create a new a couple of new automations

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actually I'm going to create an

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autoresponder

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and this autoresponder it works like the

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autoresponders you've I'm sure used in

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the past this will be a template that's

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just triggered immediately based on

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somebody having

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uh based on somebody having completed

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the sign up form

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and you've got this right here copy into

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sub user sign up form copies

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because this silent form has been copied

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into sub users accounts

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I can choose whether I want this to go

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to them automatically so I'm going to

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leave that checked

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and I'm going to hit save

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and again here we go we've got our audit

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Trail right there and I'm going to

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schedule another send

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and actually I'm going to do before I

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actually hit OK on this

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um

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again we've got the copy option right

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there we're going to actually look at it

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at a sub user's account really quickly

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too

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so this is a sub user right here who is

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part of that team I go to my sign up

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forms

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and here is what I have shared in as an

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admin into this sub user's account and

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also I can see this is a copy from

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your admin is what that's indicating

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so that also helps a lot with

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understanding where this came from and

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I'm going to look into that sign up form

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and we're going to go into more details

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here in a bit but first i'm going to

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look at these automations and I just

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want to show that

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when this is scheduled

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it will then appear in this sub users

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account

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and there we go

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that one that was set for December 1st

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is now appearing here in this sub users

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account

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and let's also edit this because what I

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want to show you too is how these this

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isn't just simply a push that goes out

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it's it's a link so maybe I've set up

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for the wrong time of day and I want

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this to go out at 10 am

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I'm going to hit edit schedule

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10 am

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okay

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refresh

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and there we go

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this is now going to go out at 10 am

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so you have complete control based on

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these links to be able to continuously

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push out these sends again it's very

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useful for for coupon clubs where you

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can just have that coupon Club sign up

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form and push those those additionals

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follow-up email sends

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as needed and you can even edit those

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templates and so this makes it so easy

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for your users for your customers to not

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have to worry about this stuff and just

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know that you're in that you've got them

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covered and these are being up to date

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plus they can when they're wondering

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what's scheduled when is it scheduled

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they can go into their accounts as well

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as a resource to see what's happening

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so what is also for for your users who

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maybe are

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a bit more advanced or they have people

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who are going to update and tweak things

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for them

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um they can unlink stuff in here so

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that's also where this concept of linked

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to parent comes in and let's say

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somebody actually maybe they actually

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don't want that to go out at 10 A.M and

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they want it to go out at noon they can

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go hit edit schedule

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and hit OK and now you'll see right here

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now this is an this is unlinked from

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parents so they have control

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and they're able to take the reins as

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needed while only affecting whatever it

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is that they just touched so

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going back here

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I can look at these automations

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and

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I can hit audit children

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and look at this

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now this sub user I can see that this is

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unlinked therefore changes that I make

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will not go to that sub user that's also

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where this tab comes in only show on

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linked again helping you to audit and

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understand who's going to receive things

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who's not so if you get those questions

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about

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why didn't this or that happen you could

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tell them well it's because you touched

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that particular scheduled send you made

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it your own therefore those subsequent

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changes that I the admin uh pushed out

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there

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was not going to affect their template

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and this also goes for any other place

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where you are able to see

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um

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you know the concept of linking but I

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want to also show you here quickly too

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is that there are these buttons right

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here as well that

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or yeah these tags really that show what

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is actually linked so then they're able

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to go in and

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tweak this stuff understanding of the

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fields and automations those are things

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that my admin has set for me but

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ultimately if they want to whoops if

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they want to change the form details

8:31

landing page stuff like that they're in

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complete control to do that that's not

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going to affect the sync at all it's

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just where they see the concept of

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linking

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that that comes into play so for

8:44

instance these fields these fields are

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also something too that you can edit and

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change

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going into your to Fields let's just

8:52

collect phone number for instance

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I then go over here into the sub user

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and phone number has now been added if I

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want to make email the first field on

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the form

9:05

email is now the first field on the form

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but then when my sub user comes in and

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says no I want to own this and change

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things

9:13

It'll ask them you know confirm if they

9:15

should do that and then now when these

9:17

changes are made like now email is going

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to go back down to the bottom

9:22

that is not going to happen anymore for

9:24

this for this sub user who has decided

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to take the reins a little bit more and

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again look right here

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this

9:33

uh

9:35

you can now see that the fields are not

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linked anymore

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and so really quickly I know this is

9:43

running a bit on the long side

9:45

I just want to show you

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also at the system like when you when

9:50

you go to or rather

9:53

yeah when you go to the scheduled

9:57

emails you can also see that these

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emails have been scheduled based on

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based on that sign of form and those

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scheduled sends that were created you'll

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see the these as well

10:11

right here

10:12

in your scheduled emails and you can

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look at these audits as well to see

10:19

um

10:20

what all has been automated there same

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goes for autoresponders

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these are autoresponders that are on

10:27

linked signup forms and you've got the

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audit right there basically anywhere

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that a link exists there's an audit

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Trail there for you to be able to see

10:38

who this affects

10:41

and great so I hope that this has all

10:44

been helpful definitely reach out to us

10:47

if you have questions we know that

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there's a lot here this can get a little

10:51

bit complicated but hopefully this

10:54

resource is helpful

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all right so here's where things start

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to get really exciting and where the one

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to many is taken to another level so you

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are able to use merge tags to direct

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traffic to your users specific signup

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forms so in other words you can

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basically just make a user merge tag

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that

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will that will be a link that directs

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people

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straight to your user's

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specific uh sign up form landing page so

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this merge tag can then be put into say

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you know like a landing page that you

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are Distributing through social media

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maybe through a party um and then

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everything just happens automatically

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it's just their their unique links and

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it's really easy to set up too which is

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fantastic so the first PL or the first

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step is to in your account go to your

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user settings

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scroll down and create a merge

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tag so I'm going to make

1:14

this and leave that value blank because

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that's going to be automatically filled

1:20

in by the system for

1:22

you so we've got our merge tag right

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here I'm going to go to sign up forms

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and now we're going to associate that

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mer mer tag with this sign up

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form so we go to the admin and then it's

1:35

right here assign short link to user

1:37

merge tag click on that and we're going

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to choose that merge tag right here and

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don't forget to scroll down and hit

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save so now let's go check this

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out we're going back to the user

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settings because what I want to see is

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look at this now there is a a direct

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like now that that merge tag is

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associated with my sign up form uh the

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sign up form uh short

2:09

link so let's go take a look at a

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subuser who has this signup form shared

2:17

with him going go over here and I'm

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going to refresh this page looking at

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his uh user merge

2:26

tags and look at this this coupon Club

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has been added

2:31

there and most

2:34

importantly his unique signup form

2:37

landing page is linked there so kxc are

2:42

the last three letters here because

2:43

we're looking for a difference in these

2:45

landing pages this one is F this is

2:50

v0a so that what this means is that

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every single user who I have shared this

2:57

landing page with now now in their

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accounts has a a user merge tag that is

3:03

set to their specific landing pages so

3:07

now all that's left for me as an admin

3:10

is to use this merge tag say in a an

3:15

email

3:16

template that I'm going to be sharing

3:19

with people so let's go into these this

3:21

email template

3:22

here and all you have to

3:25

do is use that that merge tag

3:30

and then when people go to that user's

3:33

landing page they're going to see the

3:36

link that is to that users sign up form

3:40

and so this makes Distributing all of

3:42

this and building signups with all of

3:47

this automation for the coupon clubs

3:49

really really easy to set up for all of

3:52

your users and all the user has to do is

3:55

just post those those social posts out

3:58

there that youve been creating for them

4:01

and it's going to automatically be

4:02

driving people to their signup forms

4:04

filling out their surveys and signing up

4:07

for their coupon clubs and then all you

4:09

have to do is just you know post the uh

4:12

or or add those schedule those emails

4:15

for those templates and for those signup

4:17

forms and it's just going to

4:18

automatically all go out so very very

4:21

easy one to many stuff here and again we

4:24

know that some of this uh some of this

4:28

setup here might take wrapping your

4:30

brains around it a little bit it's some

4:32

complex stuff so definitely reach out if

4:34

you have uh questions for us we're here

4:36

to help you with the setup and really

4:39

really excited