Sales & Marketing Webinar Transcript

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  • Robert Cain
00:56 – 01:01
Hello, we’re going to wait a little bit for everybody to, uh, to join here.
  • Robert Cain
01:01 – 01:02
Good morning, everyone.
  • Robert Cain
02:23 – 02:24
Hi, good morning.
  • Robert Cain
02:24 – 02:28
We’re just waiting for a few more people to join here, and we’ll go ahead and get started.
  • Robert Cain
02:43 – 02:47
Has anybody been playing with the latest update yet?
  • Robert Cain
03:29 – 03:31
We’ll give it another minute, and we’ll get started.
  • Robert Cain
04:37 – 04:38
All right.
  • Robert Cain
04:38 – 04:39
Good morning, everybody.
  • Robert Cain
04:39 – 04:42
Thanks so much for joining us for part two of our workshop here.
  • Robert Cain
04:42 – 04:44
We’re going to deep dive into forms this morning.
  • Robert Cain
04:44 – 05:03
I really appreciate you all joining us and, as you know, that they’re, there was a big update that occurred last night and service autopilot and in order to make that training as informative as possible, we’re gonna, we’re gonna cover a lot of those items in terms of the form portion.
  • Robert Cain
05:04 – 05:10
So that, this will be a little bit more useful to you as you start using the new platform.
  • Robert Cain
05:10 – 05:28
So, I’ve always, deep diving a little bit yesterday evening and this morning, so we’ll be able to sort of muddle our way through building one of these newer forms and getting used to this new format, but first let that let’s talk about what forms are.
  • Robert Cain
05:28 – 05:31
So if you want to access forms from service autopilot.
  • Robert Cain
05:32 – 05:34
I’m going to go ahead and share my screen right now.
  • Robert Cain
05:35 – 05:36
Bear with me.
  • Robert Cain
05:39 – 05:44
Yeah, so if you want to access forms from service autopilot you see your tabs up here.
  • Robert Cain
05:44 – 05:46
You’re gonna get a marketing, you’re gonna go to forms.
  • Robert Cain
05:47 – 05:53
With this latest update, you have the option to try out the newest form feature.
  • Robert Cain
05:54 – 05:59
So essentially forms are a great way to collect data.
  • Robert Cain
05:59 – 06:12
Whether it be from your clients, from your office personnel are really strong advocate of your office personnel actually using forms when creating new leads, and inputting new leads.
  • Robert Cain
06:13 – 06:23
Or even scheduling estimates, just to keep them on track, with getting as much information as possible from the client, and ensure that that data as clean as possible.
  • Robert Cain
06:24 – 06:28
But then a lot of folks are also using forms to publish out of their website.
  • Robert Cain
06:29 – 06:38
You can use forms for for crews, like for checklists, once they’ve completed jobs, or submitting maintenance requests on equipment.
  • Robert Cain
06:38 – 06:45
So, there’s a number of reasons that we can use forms, in terms of accessing forms.
  • Robert Cain
06:46 – 06:51
Forms can be accessed directly from that, that marketing tab under forms.
  • Robert Cain
06:51 – 07:04
So you can access forms from the client account and we can, we can show you how to do that with using auto with this, so that you can get those dynamic fields filled out.
  • Robert Cain
07:04 – 07:08
And it just, it just a lot easier to access that information.
  • Robert Cain
07:11 – 07:17
So, what what I’ve started to do here is I’ve actually started to create a couple different forms.
  • Robert Cain
07:17 – 07:30
So here’s an E blast form that we’ve created and you have the option to switch back and forth between the old forms platform or the new one just by clicking that button right there.
  • Robert Cain
07:32 – 07:37
So let’s, let’s dive in into how these newer fans are working.
  • Robert Cain
07:38 – 07:45
So, on the top can see that you have an option to edit in the columns of what you’re viewing.
  • Robert Cain
07:45 – 07:52
You can add additional information about your forms, so that you can have a different list view.
  • Robert Cain
07:53 – 08:01
I’m not going to do that today, but ultimately, like the most important thing that I want to see is the actual name of the form, the date that it was created, date modified.
  • Robert Cain
08:02 – 08:11
Another thing that you can do is you can create these filters or view the current filters that are already in the system.
  • Robert Cain
08:11 – 08:17
So, you can look at deleted forms, publish forms on publish form, so it’s another great way to be able to segment that view.
  • Robert Cain
08:18 – 08:21
And then if you want to add another filter, you can actually.
  • Robert Cain
08:23 – 08:27
Start creating different types of forms under different categories.
  • Robert Cain
08:27 – 08:29
So, if I want to.
  • Robert Cain
08:32 – 08:48
Like start naming my forms with like this RBS prefix, and then I’ll be able to sort and filter by all my RBS forms if I’m interested in doing that and you can do the same thing for lead generation or E blast forms, as long as you’re keeping that they name, you’ll be able to filter by those specific forms.
  • Robert Cain
08:48 – 08:54
So it really helps you to get that better list, view, and hone down the actual form that you want to.
  • Robert Cain
08:55 – 09:02
To use this form, let’s begin to grow it and make it a lot easier to search for that form that you’re looking for when you want to go back to it.
  • Robert Cain
09:04 – 09:07
When you want to add a new form, you’re just going to click this add form button.
  • Robert Cain
09:08 – 09:15
A great thing that you’re getting with this now is on this left-hand side you’re getting B’s.
  • Robert Cain
09:15 – 09:19
I’ve pre-built forms, and they’re, they’re quite robust, if you take a look at them.
  • Robert Cain
09:20 – 09:29
But the great thing about it is you have like the basic astronaut request, cleaning what requests for cleaning company, a basic contact us form.
  • Robert Cain
09:31 – 09:34
You would obviously need to build this out a little bit more.
  • Robert Cain
09:34 – 09:37
But I think this one, you’ll probably have multiple pages to it.
  • Robert Cain
09:38 – 09:42
And that’s another feature that that has taken place within this new format.
  • Robert Cain
09:43 – 09:44
They’ve got log estimate.
  • Robert Cain
09:45 – 09:56
You’ve got a new, like, survey, net promoter score that’s built into it, so there’s a lot of forms of Dave preloaded into the system for you to be able to access.
  • Robert Cain
09:56 – 09:57
Which is great.
  • Robert Cain
09:57 – 09:58
My job a lot easier today.
  • Robert Cain
09:59 – 10:06
We also have these team forms which your cruise would end up using.
  • Robert Cain
10:06 – 10:15
So these are again might already pre-built, NERC of your service checklists, complaint forms, equipment repair forms, so there’s there’s quite a bit available already.
  • Robert Cain
10:16 – 10:30
But what I’m going to do is in this intense, I’m going to create a blank form, and I’m going to actually go back to one that I’ve already created and we’ll start there because I want to be able to do as much as they can hear within a short period of time.
  • Robert Cain
10:30 – 10:33
So I’m going to open up this E blast lead form.
  • Robert Cain
10:35 – 10:45
And and we’ll just sort of go through what I’ve already created here so you can see exactly how the functionality of this fan builder works.
  • Robert Cain
10:47 – 10:50
So I’m going to go ahead and edit, go back and edit this form.
  • Robert Cain
10:51 – 10:52
When you create a new form.
  • Robert Cain
10:52 – 10:54
This is the initial layout that you’re going to see.
  • Robert Cain
10:54 – 11:01
So you’re gonna see the form design options, you’ll have these tabs here on the top which are like your main controllers or the builder.
  • Robert Cain
11:02 – 11:15
And then you have a lot of the same light field that were in the old form builder, but they’ve also added some easy like advanced fields which will make it a lot faster for you to go through it and build each one of these forms as you move forward.
  • Robert Cain
11:16 – 11:25
So, for this first page of this E blast, lead form, what I’ve done is I’ve just entered the basic contact information for the client.
  • Robert Cain
11:25 – 11:29
So we have the first and last name, service address, postal code.
  • Robert Cain
11:29 – 11:34
Contact e-mail and cell phone number, when I click on these individual fields, I can modify these.
  • Robert Cain
11:34 – 11:39
If you want to add additional fields, you’ve got your field builder, right here on the left-hand side.
  • Robert Cain
11:40 – 11:41
What I did was.
  • Robert Cain
11:44 – 11:45
Created a new header here.
  • Robert Cain
11:45 – 11:54
And what’s nice about this new builder with the old builder, if you would click on a new field, it would, it would populate at the very bottom of the form and you’d have to drag it up.
  • Robert Cain
11:54 – 11:59
So now, a great thing is you can, you can create a new field.
  • Robert Cain
12:00 – 12:06
And it’ll fill in exactly where it’s very you selected.
  • Robert Cain
12:06 – 12:10
So edge it header.
  • Robert Cain
12:10 – 12:12
It went ahead and went to the header right there.
  • Robert Cain
12:12 – 12:15
One other thing that you can do is you can attach like an image.
  • Robert Cain
12:17 – 12:22
Seth I want to bring that up and I want to add my own logo to that.
  • Robert Cain
12:22 – 12:23
I’ve got my options right here.
  • Robert Cain
12:23 – 12:32
So once you’ve selected the actual field that you want to work on, you hit the edit tab and you can select various options for that field.
  • Robert Cain
12:33 – 12:38
And I’m going to add my logo to this form.
  • Robert Cain
12:40 – 12:40
There you go.
  • Robert Cain
12:41 – 12:44
You have the option to create alternative text.
  • Robert Cain
12:45 – 12:53
If there is, let’s just say, for example, they’re viewing this in a browser or a screen reader where this can’t be viewed.
  • Robert Cain
12:53 – 13:00
Or if you want to have like alternative text for like your website.
  • Robert Cain
13:00 – 13:09
So if somebody has churches for your company name now, it’s gonna say like ready business systems, and it just a improves like the search ability of this form.
  • Robert Cain
13:09 – 13:11
So that’s a really nice thing.
  • Robert Cain
13:11 – 13:15
You can modify the actual size of the logo, if you want to.
  • Robert Cain
13:18 – 13:21
You can also link this directly back to the website.
  • Robert Cain
13:29 – 13:33
So now if the client sees its form and they click on the link, it will bring them back to that website.
  • Robert Cain
13:34 – 13:43
Some cool things that you can do here just, you know, by editing various components within the form, but that’s your option, basically, with that image.
  • Robert Cain
13:44 – 13:47
The next thing that I want to cover is mapping.
  • Robert Cain
13:47 – 13:54
So, right now, as an example, like if I’m going to send this out within an e-mail within service autopilot.
  • Robert Cain
13:54 – 14:03
So, what I’m using automation or bulk selecting client to market to, I can insert this form within that document.
  • Robert Cain
14:03 – 14:11
And if an existing client opens that form, then I want the field to be able to map so they don’t have to fill out unnecessary or redundant information.
  • Robert Cain
14:11 – 14:21
So, if I click on this field, right here I can scroll down and you can see there’s an actual field mapping feature.
  • Robert Cain
14:21 – 14:36
So, you have all these fields that are available for field mapping that are already built within service autopilot that if I click on last name, you can see it’s already mapped to last name because these are our pre-determined advanced fields.
  • Robert Cain
14:37 – 14:40
If I go down the service address, this should already be mapping as well.
  • Robert Cain
14:40 – 14:47
You can see there’s the field mapping for service address and it’s going to do the same thing for all bayfield cell phone already it’s already map.
  • Robert Cain
14:47 – 14:49
You can change that if you want to.
  • Robert Cain
14:50 – 14:56
Another thing that you have the ability to do is actually create your own custom fields to map to.
  • Robert Cain
14:56 – 15:04
So, as an example, I’m going to go to settings within service autopilot, and I’m going to type in custom fields.
  • Robert Cain
15:06 – 15:10
And you can create these custom fields for a variety of reasons.
  • Robert Cain
15:11 – 15:25
One primary reason why people usually use these is, for square foot, of either the property or the oar, you know, the lawn or the ground around the home.
  • Robert Cain
15:25 – 15:30
So, again, if you’re if you want to encourage your clients to input that information, you can do that.
  • Robert Cain
15:31 – 15:34
You can give them a link to the below.
  • Robert Cain
15:34 – 15:36
Give them instructions within that form.
  • Robert Cain
15:36 – 15:42
That’s also a possibility, or if this is going to be a form used by your for your office people.
  • Robert Cain
15:42 – 15:50
That could be a requirement on their end, is to map that clients property, as they’re talking to that client, and then share that that.
  • Robert Cain
15:50 – 15:54
Square footage is actually input into that form as a custom field.
  • Robert Cain
15:55 – 16:05
It just basically makes it a lot easier to estimate once that information is already in there, especially if you’re using like their price Matrixx is for example.
  • Robert Cain
16:05 – 16:15
So, once I’ve created that custom field, I can actually create a service that utilizes that custom field.
  • Robert Cain
16:16 – 16:24
So just as an example, I’m going to do just basic housecleaning you’re going to enter in like all these additional information.
  • Robert Cain
16:25 – 16:28
All of these additional fields here can share that.
  • Robert Cain
16:31 – 16:35
That this service is active, so I’m going to go flat rate here.
  • Robert Cain
16:36 – 16:46
Just basic housecleaning on this invoice description you can adjust your default rate or default budget hours if you want on that.
  • Robert Cain
16:46 – 16:57
But if we’re going to be creating a matrix when I’m on debt to do that, you’re going to select OK account and let’s just do cleanups here.
  • Robert Cain
16:58 – 17:01
So I’m going to go over my estimates tab.
  • Robert Cain
17:02 – 17:06
I’m going to type in what description is going to be on the actual estimate.
  • Robert Cain
17:08 – 17:17
This is just a really brief rundown as to how to use these these custom fields, but I just want to kind of show you how this is going to interact with them.
  • Robert Cain
17:17 – 17:20
So, I’m going to have a calculation based on quantity rate and visit.
  • Robert Cain
17:20 – 17:25
And once I’ve created that custom field, I can select it here.
  • Robert Cain
17:26 – 17:33
So, it’s going to be based off of this custom field and the way that the matrix, there’s work is fine.
  • Robert Cain
17:33 – 17:48
Measuring a property from 0 to 3000 square feet, I want the rate to be $5 and my budgeted hours going to be white 75, and the cost for my career to go out there is going to be whatever you’ve determined.
  • Robert Cain
17:48 – 17:51
So that’s gonna be 30 to $32.
  • Robert Cain
17:51 – 17:53
This is going to allow the job costs.
  • Robert Cain
17:53 – 17:59
But once this field is input into that form, it’s going to automatically map to that customer’s account.
  • Robert Cain
18:00 – 18:07
And again, like when I use this service to create an estimate, this will auto fill based off of that custom field.
  • Robert Cain
18:07 – 18:09
So I’m gonna add another matrix item.
  • Robert Cain
18:09 – 18:21
Now I’m at 3001 to 6000 and I’m going to increase that rate to $60 and budgeted ours goes up to one, and the budgeted cost goes up to 40 bucks.
  • Robert Cain
18:22 – 18:29
So it’s, it’s pretty simple once you start deep diving into it, but this is going to make your office people’s lives a lot easier.
  • Robert Cain
18:29 – 18:31
I’m just going to cancel that.
  • Robert Cain
18:31 – 18:38
And again, if I wanted to go back and create that custom fields, let’s just say, for example, I’m going to go to page two.
  • Robert Cain
18:39 – 18:41
So I’m back on my form.
  • Robert Cain
18:41 – 18:42
I’m going to go to page two.
  • Robert Cain
18:42 – 18:47
This is where we’re asking for the type of service that’s being requested.
  • Robert Cain
18:48 – 18:57
So I’ve I’ve already filled this out with a couple services that as it relates to landscaping but if I wanted to add another fields.
  • Robert Cain
18:58 – 18:59
I’m gonna go ahead.
  • Robert Cain
18:59 – 18:59
And.
  • Robert Cain
19:01 – 19:06
Actually, no, I don’t want a numeric field in there get rid of that.
  • Robert Cain
19:09 – 19:13
Let’s do short entry, and I’m going to.
  • Robert Cain
19:21 – 19:22
Label this.
  • Robert Cain
19:25 – 19:30
And I want this to map to, what are my custom fields?
  • Robert Cain
19:35 – 19:35
Sure.
  • Robert Cain
19:38 – 19:43
There’s custom field text, and it’s going to pull up all those custom fields that I’ve created.
  • Robert Cain
19:43 – 19:48
I think I might be able to, now, you’re going to have to scroll down to find it.
  • Robert Cain
19:53 – 19:55
And I’ve probably passed it.
  • Robert Cain
19:55 – 19:56
Let’s see here.
  • Robert Cain
20:07 – 20:08
Quite a few in here.
  • Robert Cain
20:10 – 20:11
Just save this.
  • Robert Cain
20:14 – 20:19
And I’m going to just add one temporarily.
  • Robert Cain
20:38 – 20:41
And if everything works according to plan, that should pop up.
  • Robert Cain
20:41 – 20:42
Now.
  • Robert Cain
20:42 – 20:43
Let me go back into my form.
  • Robert Cain
20:44 – 20:45
I’m going to edit.
  • Robert Cain
20:48 – 20:50
I’m going to go back to page two.
  • Robert Cain
20:52 – 20:56
And this may need to be a numeric value, and that might be why it’s not showing up.
  • Robert Cain
20:56 – 20:57
But we’ll take a look here.
  • Robert Cain
21:17 – 21:18
Yep, there it is.
  • Robert Cain
21:18 – 21:22
There’s your square foot and there’s the one that I created right there.
  • Robert Cain
21:23 – 21:25
So now, when I enter this …
  • Robert Cain
21:25 – 21:36
Request for the client to enter this N on my web form or through this E blast form then this will map to that related field as long ago, David, obviously, right?
  • Robert Cain
21:37 – 21:55
The next thing that you have available here, as we work through this form and you can sort of determine, like, what combination of fielder or what selection would determine how the client would navigate to the next page of this form?
  • Robert Cain
21:56 – 22:05
So as an example, if I want to Vish this value to be on the following page may just go back and make sure that it’s a great way so we don’t get confused.
  • Robert Cain
22:09 – 22:22
So if I want to value it to the next page, but only when they’ve selected like weekly mowing or biweekly mowing or spring cleaning, because these would be the services which I would want to determine.
  • Robert Cain
22:22 – 22:26
That estimate cost based off of the size of the property.
  • Robert Cain
22:26 – 22:28
We can go to roles right here.
  • Robert Cain
22:28 – 22:38
Ok, so the next part of this would be you’re going to walk through like this rules section, to understand exactly how this client is going to navigate.
  • Robert Cain
22:38 – 22:43
So when I click next, it’s gonna go to the next page, or I can have.
  • Robert Cain
22:46 – 22:49
These roles go to another page within, within this form document.
  • Robert Cain
22:50 – 22:58
But as we scroll down to this field, we have the option to select multiple items on here.
  • Robert Cain
22:58 – 23:05
So what I’m going to do is they if it contains one or more of these items, then I’m going to want to go to a different page.
  • Robert Cain
23:05 – 23:07
So it’s going to be weekly mowing biweekly.
  • Robert Cain
23:08 – 23:10
And then I’m going to spring, spring cleanup, right?
  • Robert Cain
23:11 – 23:15
So the next thing that it’s going to do is go to jump to page three.
  • Robert Cain
23:17 – 23:17
All right.
  • Robert Cain
23:17 – 23:20
And then I can also add tags for those items.
  • Robert Cain
23:21 – 23:33
So if I am going to try to build an animation, or if I don’t want to segment client based off of beat selections from that E blast, I can go ahead and create a new tag and associate it with those selected services.
  • Robert Cain
23:33 – 23:42
I’m not going to do that for right now, but I am going to show you what’s going to happen when we start to build this out for page three.
  • Robert Cain
23:42 – 23:50
So, at the end of the day, I want to go ahead and end, create that value for the square footage here.
  • Robert Cain
23:50 – 23:56
I know that I have it on that previous page, but I want to show you how the client would interact, but once it’s published.
  • Robert Cain
23:56 – 24:02
So they’re going to enter that value and I’m going to map that too.
  • Robert Cain
24:04 – 24:08
This custom field number and I’m going to go back down and I’m going to select square foot.
  • Robert Cain
24:09 – 24:21
And now this is going to map, OK, now, I’m going to go back and I’m going to add another page for the rest of spring cleanup and or for the rest of the other value, those other fields.
  • Robert Cain
24:21 – 24:22
So we have fertilization.
  • Robert Cain
24:22 – 24:25
We train or something else.
  • Robert Cain
24:26 – 24:29
Probably we would want to add like a paragraph in there.
  • Robert Cain
24:29 – 24:31
So I’m gonna add another field.
  • Robert Cain
24:56 – 24:56
Yeah.
  • Robert Cain
24:59 – 25:00
Actually, now that’s, yeah.
  • Robert Cain
25:00 – 25:01
So I’m going to delete this.
  • Robert Cain
25:01 – 25:08
This is if you would, if you wanted to, write some sort of direction on the form itself.
  • Robert Cain
25:08 – 25:12
But I’m going to delete that and this is where the client would add something else here.
  • Robert Cain
25:15 – 25:16
And that’s going to be a long text entry.
  • Robert Cain
25:16 – 25:20
And you can, you can also map there two.
  • Robert Cain
25:24 – 25:30
To like customer, like the office notes here, or any other custom field tax, if you want to, billing notes.
  • Robert Cain
25:31 – 25:33
But at the end of the day, it’s gonna live in its form.
  • Robert Cain
25:33 – 25:40
So when your office personnel sees this form, once it gets submitted, there’ll be able to see these texts within that form.
  • Robert Cain
25:41 – 25:44
I’m going to delete this from this page, because we have it on the next section.
  • Robert Cain
25:45 – 25:45
And.
  • Robert Cain
25:48 – 26:01
Once they’ve selected just for the sake of completing this form, once they’ve selected anything else other than weekly mowing, biweekly, mowing, and spring cleaning, is basically going to end the form.
  • Robert Cain
26:01 – 26:03
They’re going to be able to go ahead and submit it.
  • Robert Cain
26:03 – 26:06
So see.
  • Robert Cain
26:07 – 26:08
Any.
  • Robert Cain
26:10 – 26:12
Go back to page four.
  • Robert Cain
26:14 – 26:19
So I don’t know if we’ll need page for that, but we’ll keep age three for right now.
  • Robert Cain
26:20 – 26:23
And I wanted to go over like the actual plan setting here as well.
  • Robert Cain
26:24 – 26:27
So you have the ability to actually name your form at this point.
  • Robert Cain
26:27 – 26:31
You can pick different themes, or how you want them to look.
  • Robert Cain
26:33 – 26:34
Which is kind of nice.
  • Robert Cain
26:34 – 26:34
I mean, there’s not.
[speaker unknown]:
26:38 – 26:38
Yeah.
  • Robert Cain
26:38 – 26:41
So there’s a few different styles that you can choose from.
  • Robert Cain
26:42 – 26:46
You also have the option to edit.
  • Robert Cain
26:47 – 26:50
Like it did, that’s on the forum, but that’s a little bit over my head.
  • Robert Cain
26:50 – 26:53
So I’m not going to get into that at the end of the day.
  • Robert Cain
26:53 – 27:01
We’re just creating like this basic form here and I’m going to just convert it back to the standard one and I’m going to see what happens.
  • Robert Cain
27:01 – 27:02
Ok.
  • Robert Cain
27:02 – 27:02
Yeah, so.
  • Robert Cain
27:02 – 27:05
Page four allows us to actually submit the form.
  • Robert Cain
27:06 – 27:07
I’m going to save this draft.
[speaker unknown]:
27:10 – 27:11
Next.
  • Robert Cain
27:12 – 27:17
So once I’ve completed the form, it takes me to the configuration section.
  • Robert Cain
27:19 – 27:23
So, this is going to determine exactly what happens after that form is submitted.
  • Robert Cain
27:24 – 27:29
So, we have that option for a confirmation message that will go out to the client.
  • Robert Cain
27:29 – 27:36
So, if this form is actually being built on your website, you can lead them back to a specific webpage within your site.
  • Robert Cain
27:38 – 27:45
You can also send them an e-mail document if you’ve created an e-mail document to send them after that form is completed.
  • Robert Cain
27:46 – 27:48
Or you can create just a simple message.
  • Robert Cain
27:48 – 27:51
There’s some other dynamic content that you can put in here as well.
  • Robert Cain
27:52 – 27:56
If you wanted to link your phone number, or like your web page link, you can do that.
  • Robert Cain
27:58 – 28:02
This is an e-mail notification that’s submitted once this form is completed.
  • Robert Cain
28:04 – 28:11
Then notification, and I’m just going to do a custom e-mail and I’m going to choose the recipient, which is going to be my CSR.
  • Robert Cain
28:13 – 28:19
And this is coming from my E blast campaign.
  • Robert Cain
28:21 – 28:31
And I usually recommend creating like a separate e-mail specifically for E blast, so I’m going to go ahead and go motions that are ready business.
  • Robert Cain
28:35 – 28:44
And I usually want to like do you want to make this very clear like where that where this e-mail is coming from if this is being sent to your CFO?
  • Robert Cain
28:44 – 28:53
Essentially once the forms get submitted, whether it’s being completed on your website or through this E blast, this notification is gonna go to your CSR so that they know how to respond to it.
  • Robert Cain
28:54 – 28:57
So what I’m gonna put is a new client.
  • Robert Cain
29:03 – 29:04
Question.
  • Robert Cain
29:07 – 29:28
And please review this information and schedule this client or an estimate or or a site visit and I do want to send a copy of the form with that e-mail document so that they will be able to open it up, want that submitted.
  • Robert Cain
29:29 – 29:30
I’m going to go ahead and save that.
  • Robert Cain
29:32 – 29:35
This is another added feature as well, which is really?
  • Robert Cain
29:36 – 29:37
This is really great that they’ve added it.
  • Robert Cain
29:38 – 29:41
So you have the ability to automatically manage the account.
  • Robert Cain
29:41 – 29:46
So accounts will be created when a form is submitted by a new account or updated when submitted by an existing account.
  • Robert Cain
29:46 – 29:50
So if we turn this on a new account will be created.
  • Robert Cain
29:50 – 29:50
At the client.
  • Robert Cain
29:50 – 29:52
Where to submit this form.
  • Robert Cain
29:52 – 29:56
From like a webpage, you also have?
  • Robert Cain
29:58 – 30:01
These options right here to update options so when a farmer submitted by the account.
  • Robert Cain
30:01 – 30:02
How would you like to update it out?
  • Robert Cain
30:03 – 30:07
So, I can replace all existing fields, or you can, but do not replace.
  • Robert Cain
30:07 – 30:24
So, again, if a client like changes their address or something like that, you may want to not replace that field, and allow your office person to do that, to ensure quality control, but also, if there’s like any edits that they’ve made, but you’re incorrect, you can monitor to monitor, those things.
  • Robert Cain
30:25 – 30:35
You also have the account matching option, which is, this is a newer option on these forms, so, when should a form respond to match an existing account?
  • Robert Cain
30:35 – 30:41
So this is great if an existing client work to complete one of these forms on your website.
  • Robert Cain
30:41 – 30:50
You don’t want to create a new account for that client, and you want to affiliate that request with that existing client account.
  • Robert Cain
30:50 – 30:59
So I have the option to, like, filter out what like, how these scams are going to match to that existing plan account.
  • Robert Cain
30:59 – 31:05
So that the client were to put in their existing e-mail address and it matches an account that’s already in your service autopilot.
  • Robert Cain
31:05 – 31:10
And then it’s going to associate that form with their account.
  • Robert Cain
31:10 – 31:12
You can also have these additional parameters.
  • Robert Cain
31:12 – 31:21
So if it’s the first or last name and e-mail that matches, then it’s going to associate with that a cap same thing first, or last name, and e-mail, and client name matches.
  • Robert Cain
31:21 – 31:28
So this would mean that the complete client name is going to match before it associated with the account.
  • Robert Cain
31:28 – 31:35
But as a rule of thumb, I would probably just do this one first or last name and e-mail matches.
  • Robert Cain
31:35 – 31:41
Typically, like that e-mail match will will map back to that client account.
  • Robert Cain
31:41 – 31:47
But, I would say, like, it’s really going to be up to you as to how you guys want to do that.
  • Robert Cain
31:47 – 32:00
But, at the end of the day, like, this is a fantastic feature and it it really is going to help you associate existing clients with like the new lead forms that you set them up on your website.
  • Robert Cain
32:01 – 32:04
The last option on here is this tag settings.
  • Robert Cain
32:04 – 32:05
So, you have the ability to.
  • Robert Cain
32:06 – 32:13
Number one, you can create tags on a client account, if the format visited from the e-mail.
  • Robert Cain
32:13 – 32:22
So, if you know that they’ve clicked on that form, you can do some follow-up marketing to that client by creating a new tag and adding a tag that client.
  • Robert Cain
32:23 – 32:30
So, as an example, a client clicks on this form, but they don’t submit it, you can let them know, hey, you know, that form is still waiting for you to complete it.
  • Robert Cain
32:30 – 32:36
Did you have any questions, or click here to revisit that form, and then you send another document with that form link in it.
  • Robert Cain
32:37 – 32:55
The other thing is this tag on the met, so again, you have the ability to segment these clients that have submitted the form with tags, and be able to either search, search for those clan through your client list, or even remarket to those clients later on down the road.
  • Robert Cain
32:55 – 32:58
Knowing, like, collection that they’ve taken advantage of.
  • Robert Cain
32:59 – 33:10
So if there’s, like, different promotions that you guys are running, things like that, you’re going to have like these, these tags that are based off of those, those promotions specifically, and be able to segment your clients off of that.
  • Robert Cain
33:13 – 33:18
The next point of action, once we are done with it age, we can click next.
  • Robert Cain
33:18 – 33:20
This is ready to publish.
  • Robert Cain
33:20 – 33:23
I love these new warnings which are great.
  • Robert Cain
33:23 – 33:29
So that allows, this is suggesting that I map the services to potentially a custom field.
  • Robert Cain
33:31 – 33:37
I can, if I hit fix issue, it’s going to take me back to that page and allow me to go back and fix that mapping.
  • Robert Cain
33:38 – 33:48
You also have this, like, must fix option here as well to where if there’s something that’s wrong with your form, it’s gonna, it’s gonna require you to go back and take that before you even publish it.
  • Robert Cain
33:48 – 33:51
So, this is a really great feature.
  • Robert Cain
33:52 – 33:55
I also have these form options before I publish it.
  • Robert Cain
33:56 – 34:00
This is giving me the ability to, like either host the form on my website.
  • Robert Cain
34:00 – 34:02
I can embed the form.
  • Robert Cain
34:10 – 34:10
Ok.
  • Robert Cain
34:10 – 34:29
Yep, so this is creating a landing page within service autopilot that I could use for example like on indeed or on like a social social media platform to where if I use this form here on like an advertising on Facebook as an example.
  • Robert Cain
34:29 – 34:31
This is going to create a landing page for that client to visit.
  • Robert Cain
34:32 – 34:35
This allows me to embed the form on my website.
  • Robert Cain
34:35 – 34:38
And then I can also get the source code for that as well.
  • Robert Cain
34:39 – 34:46
So this hosted forum would also be like if you just wanted to like a client, a quick link from an e-mail, you could do that as well.
  • Robert Cain
34:47 – 34:48
So I’m going to publish this.
  • Robert Cain
34:51 – 34:53
My form has been published, which is great.
  • Robert Cain
34:53 – 34:55
I can go ahead and close that out.
  • Robert Cain
34:57 – 34:57
And.
  • Robert Cain
35:00 – 35:05
It’s going to take me back to that main screen on the, like the main screen for that phantom.
  • Robert Cain
35:05 – 35:07
So I can go back and review it if I want to.
  • Robert Cain
35:07 – 35:13
And hit next, actually, this is gonna allow me to know, if you’re required to fill out the form in order to go next.
  • Robert Cain
35:13 – 35:14
And this is the actual live form here.
  • Robert Cain
35:16 – 35:18
So, let’s just make sure that it works.
  • Robert Cain
35:29 – 35:34
And I didn’t require these fields, but it would probably be a good idea to do that.
  • Robert Cain
35:44 – 35:46
I’m just going to enter my draft.
  • Robert Cain
36:01 – 36:08
And now I’m going to select weekly mowing and I want fertilization.
  • Robert Cain
36:09 – 36:13
Going to hit next, it’s gonna ask me for the square footage, because I hit weekly mowing.
  • Robert Cain
36:14 – 36:20
I’m going to type in 3000, hit next, I’m going to submit it.
  • Robert Cain
36:29 – 36:36
And we’ll see if that works, because I don’t want to click it too many times, because it could actually be submitting a figure.
  • Robert Cain
36:44 – 36:52
There’s no responses yet, so, the form may need to be live in order for that to work, or be hosted somewhere.
  • Robert Cain
36:53 – 36:55
I’m going to go ahead and.
  • Robert Cain
36:57 – 37:01
I’m going to go back to edit, and I’m going to see how we can.
  • Robert Cain
37:04 – 37:09
Access this form, publish, form option.
  • Robert Cain
37:10 – 37:12
And I’m going to go to copy.
  • Robert Cain
37:14 – 37:16
I’m going to get a new tab here.
  • Robert Cain
37:22 – 37:23
You can copy that.
  • Robert Cain
37:25 – 37:25
Try it again.
  • Robert Cain
37:30 – 37:30
Two.
  • Robert Cain
37:44 – 37:45
Contents of items.
  • Robert Cain
37:48 – 37:49
Off to investigate this one, as well.
  • Robert Cain
37:49 – 37:54
It looks like it can publish to anakin form office document.
  • Robert Cain
37:56 – 37:57
That’s great.
  • Robert Cain
37:58 – 38:00
Let’s go ahead and try to copy that again into works.
  • Robert Cain
38:04 – 38:09
Hope it hasn’t capito, and it’s strange.
  • Robert Cain
38:18 – 38:21
This allows you to view the form on mobile.
  • Robert Cain
38:22 – 38:33
So this would be really great if you wanted to be able to access this from an account or various services or a timesheet action.
  • Robert Cain
38:35 – 38:40
And it has to be filled out GTS to automatically prompted to fill out this form at the start or end of each visit.
  • Robert Cain
38:40 – 38:43
So, that’s another great feature that also built that as well.
  • Robert Cain
38:48 – 38:54
And you can associate this form of the specific account, which is, again, very nice, if it is.
  • Robert Cain
38:56 – 39:04
If you want to make sure that, like, as an example, like, a follow up visit was taking care of for a specific account.
  • Robert Cain
39:05 – 39:15
When, as an example, like, a supervisor where to go out to do, like a checklist, you can choose the account that way, but that’s a really great feature.
  • Robert Cain
39:16 – 39:20
But, yeah, let me get back here and see if I can get that working.
  • Robert Cain
39:21 – 39:30
And it’s kind of strange that it’s not allowing me to even see the link, which would be extremely helpful.
  • Robert Cain
39:30 – 39:32
But that would solve this problem.
  • Robert Cain
39:34 – 39:36
And it’s still not going through.
  • Robert Cain
39:45 – 39:56
So, that’s all that I run into, and, I mean, at the end of the day, like, I’m sure that there’s something that I’m doing wrong here, but, you know, this is a new design and, and.
  • Robert Cain
39:59 – 40:07
If you’re going to end up using these forms, like, in your document, you can obviously be able to reference that form once you pull up that document.
  • Robert Cain
40:09 – 40:16
But I might need to go back and figure this out and then I can attach more material to the end of this video before I send it to you guys.
  • Robert Cain
40:16 – 40:25
Once I figure this problem out, but new, it’s a new version, and you know, I actually expected something ****** wrong here.
  • Robert Cain
40:25 – 40:35
But let me ask you guys, if you have any questions at this point that don’t pertain to the publishing of that form and I’ll figure that out for you, and get back to everybody here.
  • Robert Cain
40:37 – 40:39
Feel free to let me know if you guys have any questions.
  • Robert Cain
40:39 – 40:41
You’re free to chat or ask me directly.
  • Robert Cain
40:56 – 40:58
And I’m not seeing any questions coming through.
  • Robert Cain
40:58 – 41:04
Hopefully, this was really helpful for you guys, you’re free to e-mail me directly if you have any follow up questions.
  • Robert Cain
41:05 – 41:09
I’m gonna go ahead and solve this problem and figure out what’s actually going on with that.
  • Robert Cain
41:09 – 41:18
And, and, again, I’ll all the way that in either e-mail format or I’ll attach additional content in the video before I send it to you guys, but I’m hoping that this was helpful.
  • Robert Cain
41:18 – 41:21
I hope it helped you all too familiar.
  • Robert Cain
41:21 – 41:29
Familiarize yourself with how this new format works, and again, really appreciate you guys joining me again this morning.
  • Robert Cain
41:29 – 41:37
Hopefully I get to see you guys next week, when we go to build an estimate, and that should go off without a hitch since I will have some time to play with this new format.
  • Robert Cain
41:38 – 41:39
If it’s going to impact that training.
  • Robert Cain
41:39 – 41:41
So, anyway.
  • Robert Cain
41:41 – 41:44
Hope you guys have a great weekend, and again, thank you.
  • Robert Cain
41:44 – 41:45
Thank you for joining me.
  • Robert Cain
41:45 – 41:46
And we’ll talk to you.

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