0:01

hello vipers in this what's the flow

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we're going to talk about a signup form

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update that in enables some seriously

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cool things so your admins can now share

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signup forms with automations into your

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account that are totally customized to

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you and they can update your forms and

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automations on an ongoing basis so for

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instance you can have a sign up form

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that's used as a coupon Club survey and

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your admin can send the coupon Club

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emails to all of the signups every

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single month now the goal of this video

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is to show you how all of this will look

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in your account but I also want to

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emphasize how one of the coolest things

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about this is how automatic it can be

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for you uh so we really just want to

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familiarize you with what some of these

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new looks are what they mean and uh just

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so there aren't any surprises here so

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we're going to be looking actually at

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two different uh viewpoints in this

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which is from the admin standpoint but

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mostly we of course going to be looking

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at it from your standpoint so this is uh

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the example user that is going to be you

1:16

and we're going to be focusing on this

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signup form right here the coupon Club

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survey uh now just for the basics here

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uh you can get to your sign up forms by

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logging into your account and on that

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left sidebar is where you have sign up

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forms so we'll click this and then here

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are all of the sign up forms in the

1:37

account now one big change is of course

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you're going to be seeing this new badge

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on here which is indicating that it's a

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copy from it says Drew Ross right here

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it'll have your admin's name right there

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so that's how you can differentiate sign

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up forms that you have created purely

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yourself versus ones that have been

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shared into your account

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now um when we click into

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here we see some additional changes so

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up top we can see linked to admin's form

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with these various badges here now what

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that means that this is part I was

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talking about how your admin can kind of

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like push these additional changes into

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your sign up form without you needing to

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do anything at all uh and so these are

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the things that in the sign form your

2:27

admin has control over uh and it might

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different for your assign form so that's

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why we have these badges too because

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it'll change based on what is being

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pushed into here so for instance we can

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see link to advance form are the fields

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these are like what we're looking at

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right here first name last name email

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automations we go over here that'll mean

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things like scheduled emails and uh and

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autoresponders that they add here we're

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going to be digging into that in a few

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minutes and then also the user merge tag

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and again to we're going to discuss what

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that is uh in a in a

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minute now one thing also here is that

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you can take ownership of anything

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relating to this cof form at any time so

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you'll see that these fields are locked

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on until you unlink them from the parent

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so I can kind of take the Reign at any

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point now it is important to know that

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you can't undo that so um once you've

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unlink the fields you can't relink them

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and re sync them back to your admin so

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let's just take a look at what that

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means so we're going to flip over here

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to the admin

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account and so this will be like your

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virtual assistant um or anybody like

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that let's say they want to add phone

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number to this

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and website and we're just going to put

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the website at the top here too I want

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to show how the reordering is a thing

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here so I'm going to go over here

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refresh and look at that now we got

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website first name last name email

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mobile phone number and again this is

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looking in from your account right here

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um but then let's say you decide I don't

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want that website up the top there and

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in fact I'm just going to take ownership

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of all these fields here so I hit onlink

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are you sure yes and now I'm going to

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delete

4:21

website and come come back over here and

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I just want to show like how the admin

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could then change things like put the

4:29

email up top here website's still

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obviously there but we

4:33

refresh none of those changes are taking

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place here so now these are no longer

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synced and what was previously up here

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showing that the fields are linked they

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are no longer linked

4:46

here um what I also want to show and

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this is where things get really cool is

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how how the admin can start to add

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automations and this is really important

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for your coupon clubs where the admin

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can schedule emails to all of your

5:02

signups to go out at particular

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times and let's say we want this to go

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out

5:11

uh November

5:14

1st I'm going to refresh this head over

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to automations and here we go so now

5:19

this admin was able to schedule a

5:22

monthly coupon Club

5:24

email automatically for me and so they

5:27

can just continuously do this on an

5:29

ongoing basis and these emails will go

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to everybody who has signed up and this

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in theory doesn't require any input from

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from you to like this is just plug

5:38

andplay the admin just schedules emails

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out for you your form is out there doing

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its thing collecting these uh surveys

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you're seeing those submissions as they

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come in and again this is not taking any

5:51

work on your part

5:54

uh you know to uh to manage these

5:56

communications and these emails so so as

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every time the admin adds one of these

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these get added here too these

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sends

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um now another thing you can do too is

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let's say you want

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to experiment with some changes to this

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uh email but you don't really you're not

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really ready to break the link here well

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what you could do in that case is just

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go to your signup

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forms and you can copy the signup form

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and so then you'll be able to just you

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can go right here you know create a copy

6:30

into your own

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account you can copy the autoresponders

6:34

and scheduled sends if you want as

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well but now this is a a sign up form

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that is completely yours you can

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experiment experiment with it make it

6:44

your own and you can do all of that

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without breaking those links with the

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template that you're or with the form

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that you're admin has sent your way and

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you can tell the difference here too

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because this says copy from R Ross from

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the admin you don't see any badge there

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you go into this one you can see linked

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to admin's

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form you go into this one and you don't

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see any of that so this is just like a

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normal sign up form as if I'd created it

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myself and one other thing I should

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touch on here too is that you can edit

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things that don't show that they're

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linked um and that won't affect any of

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those links so for instance you can go

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to form

7:28

details you know change the thank you

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message things like that you can go to

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landing page change the page title the

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images all that stuff and that's not

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going to affect that link between you

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and your

7:42

admin now lastly I want to show here

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that uh admins are able to uh link use

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merge tags that are linked to you uh now

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this one actually for some reason is

7:58

setup here it says unlink from parent

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what if you haven't done anything to

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unlink it this will show that it has

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been linked and this is a merge tag that

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you're going to mostly just see this

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that your admin's going to be using this

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merge tag to you know to merge your sign

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up form into social posts and into

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landing pages that they're sending out

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on your behalf but you could also use

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this merge tag yourself too and again

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you'll

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see you know like unless you've done

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something to unlink it you'll see that

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it is linked right here now I hope that

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this is all helpful um again the big

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thing that's exciting about this is the

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fact that so little needs to be done uh

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on your behalf and is this is these are

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making things very easy and Powerful for

8:49

your admins so that they can do even

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more work on your behalf so that you can

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just focus on selling rather than

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focusing

8:59

on these kinds of administrative things

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of course if you have any questions

9:03

about anything reach out to your admin

9:05

reach out to us um we are more than

9:08

happy to help thank you