Integrating WebinarJam and Keap

Keap, Small Business, Tips and Tricks, Tools

Update 2023: Nathan Householder did a deep dive into WebinarJam’s updated features and settings and was kind enough to record this demo showing Keap users how to connect with WebinarJam. Enjoy.

Note: The article below was last updated in August of 2018 with a contribution from Chad DeLaura covering how to integrate when you’re doing a webinar series. (See Update)

I no longer use WebinarJam and so have not kept up with the various changes and updates they’ve made – the instructions and suggestions below may work just fine, but it’s also possible that they are no longer current.

For a complete list of tools that I use and recommend check out the Monkeypod Toolbox Ebook.

So, in case you haven’t heard, WebinarJam is a tool that allows you to run a Google Hangout like a full scale webinar. It’s basically a plugin, or an overlay, that gives you a suite of tools to use during your Hangout. And, it’s pretty darn solid.

I have done my share of webinars in the past, but I hadn’t done any since starting Monkeypod, and that was bothering me. I mean, webinars are a proven way for to disseminate information, provide value, and engage with your audience. So, I decided to get back into it, and I started researching Webinar platforms and I kept coming back to WebinarJam as the best mixture of tools that I need while still being affordable. (It’s about $2000 less per year than GoToWebinar, I think.)

If you’re new to webinars, WebinarJam is great because it has a step-by-step wizard that allows you to easily create your webinar (see the wizard steps highlighted in yellow).

This wizard walks you through the normal steps you’d nee to set up to host your webinar (like presenter details, webinar schedule, the registration page design, etc), but because this tool was designed by marketers, they also included steps in the wizard that are a little more advanced (like integrating with your email marketing platform, and prompting you to create polls and offers ahead of time that you can deploy during your webinar).

The integration with Infusionsoft is really pretty straightforward, in fact, there are two. The simple integration simply passes their information back to your Infusionsoft account, and the deep integration is a little more robust. The deep integration requires that you add your Infusionsoft account name, and API key to authenticate.

And once you’ve done that, you can then select tags (by ID number) that you’d like to have applied when someone registers, attends, doesn’t attend, leaves earlier, arrives late, watches the replay or buys. Yup, this means that you can design a campaign with very specific follow up based on any of those circumstances. Not bad, eh?

So, the tool itself it pretty slick. It does pretty much everything that I would want it to do. And it’s pretty intuitive to get set up. So far so good, right? Well, with one little hitch – WebinarJam has its own registration pages, and they’re….okay. They’re not bad, but they’re not great either. And they’re hosted on WebinarJam’s domain. Here’s an example of one registration page:

Not bad, right? Yeah, the pages themselves are actually okay. But the registration box that pops out is kind of ugly. And, if you want to bypass their registration page and use your own you can, but, you still have to use their pop-out box. Which looks like this:

So, I didn’t want to use their registration pages. I’ve gotten pretty formidable (if I do say so myself) at creating my own LeadPages pages, so I thought ‘Alright, I’ll just use that”

At first I tried to use LeadPages to pass the info to WebinarJam and then pass the info from WebinarJam to Infusionsoft; but in order to do that I had to embed the WebinarJam box on my LeadPage, and it wasn’t exactly “on brand”, so I decided to go from LeadPages to Infusionsoft, and then post the information from Infusionsoft back to WebinarJam using an HTTP post.

WebinarJam DOES give you one-click registration links that you can you can use for registering people who are already on their list, you know, so they don’t have to type in their information that they’ve likely already given you. And I fancy myself a fairly technical guy, so I figured I could probably deconstruct this auto-registration link and create an HTTP post that would register people.

Well, I’ll save us all some time and let’s just say “It wasn’t as easy as I would have liked.” But in the end, I did figure out a way to configure an HTTP post to register contacts from Infusionsoft to WebinarJam. And this gave me the best of both worlds. I could use the one-click registration link for my existing folks, and new people would come through my sexy LeadPages page and then be registered via HTTP post.

Here’s what you need to know:

(Note: Due to WebinarJam updates, you may have a different version of their software – if your account doesn’t match up with the screenshots below check the update on the bottom of this post for instructions on the newer version)

When you get to step 5 in the WebinarJam wizard, you have to enable the API Custom Integrations setting. This will give you your API Key, WEBICODE, and MEMBERID. You only need the second two:

Once you have those two pieces of information, you can set up your HTTP post in Infusionsoft. You can add it in your campaign in whichever sequence makes sense, but usually it would be following your own registration form. Here’s how you configure the HTTP post:

The names in the left hand column of the HTTP post don’t change. The URL that you’re posting to doesn’t change, that always will be this URL: https://app.webinarjam.com/api/v2/register

(EDIT: For EverWebinar, you’ll use a slightly different URL: https://app.webinarjam.com/api/v2/ever/register)

If you want their complete API documentation you can check it out here, I used the information from page 6 for this particular piece. (EverWebinar API documentation here)

You’ll probably want to set up the name and email value pairs just as I’ve done above, using the Infusionsoft merge codes. And the bottom bit, schedule, that designates which webinar you want to register them for (leave it as 0 unless this is a webinar series).

The parts that will change are the API key that you copied from WebinarJam, and the Webinar_id that you copied from WebinarJam – though it is worth pointing out that WebinarJam calls this Webicode on the API integrations tab you’ll be copying from.

So, that’s it. It took me 5+ hours to figure out how to have WebinarJam, LeadPages and Infusionsoft all making sweet music together, and in approximately 7 minutes of reading, you can now benefit from my research and testing.

NOTE: The one drawback to register guests this way is that you have to enable the registration notifications from WebinarJam, because that’s how their registration link is distributed. Because we’re registering them through an HTTP post, the isn’t an easy way to deliver their registration link to them through Infusionsoft. Though I have it on pretty good authority that there is an app being developed that will solve for just such an occasion. Update: Here’s the app, EverJam that I was describing.

Now, executing the live webinar was a whole different story, and one that probably deserves a blog post of its own. For tips on running your own live webinar, check out this blog post. I would love to hear about your own experience with WebinarJam or another tool you like!

Worth noting: Yes, my links to WebinarJam are affiliate links. But hey, they’ve got an awesome product and an affiliate program. If you think you’re going to recommend WebinarJam, I’d recommend signing up too. Sign up here.

Update: August 2017

WebinarJam has had a few updates since this post was originally created, and now some folks are on the new version which doesn’t match up with the screenshots or instructions above. Here’s the updates steps for registering attendees to your WebinarJam webinars via an HTTP post in Infusionsoft.

Step One: First you’ll want to select Advanced Settings from your list of webinars.

Step Two: Then you’ll need to enable API Custom Integations (look for the blue check mark to indicate it’s enabled). This will reveal three fields for you, Member Id, Webicode, and API Key. You won’t need the Member Id, but you will need the other two.

Webinar Jam Advanced Integrations

Step Three: Now use that information to configure an HTTP post in whatever sequence you choose (usually this would be in the Infusionsoft campaign builder, immediately following the registration form your contacts are submitting).

New HTTP Post

Note: The webinar_id is the Webicode from the previous step.

Here is the Post URL for WebinarJam: https://webinarjam.genndi.com/api/register
Here is the Post URL for EverWebinar: https://webinarjam.genndi.com/api/everwebinar/register

(Here is the updated complete API documentation for WebinarJam and EverWebinar, where most of this information is from.)

How to integrate for multiple WebinarJam or Everwebinar Webinars

Contributed by Chad Delaura

Step 1: Login here: https://account.genndi.com/login

Step 2: Once logged into either WebinarJam or Everwebinar go in and click the green button labeled “Your Links” at the top right of the specific webinar you want to setup

Step 3: Do this after following Greg’s instructions above on setting up the initial HTTP post:

You need to find the proper Schedule ID, so after clicking “Your Links” go to the button on the right named “Replay Recording” and in the dropdown select the proper session you’re setting up and look for the ID (NOTE: the ID is the second to last number in the URL in between two slashes(/1/) such as the “1” listed in this example URL (ALSO: See image below for example):

https://events.genndi.com/replay/169105139238461122/491b72ef89/1/0

So, if you create an Infusionsoft opt in form with Greg’s instructions above you can now create multiple radio button or dropdown options for different times/dates of a webinar to register for…

Then, you can tie the opt in form into a campaign with a decision diamond to fire off specifically configured HTTP post’s sequences (Based on Greg’s instructions) for people to get registered for multiple webinars

(NOTE: The only variable that changes from Greg’s instructions to setup one is the schedule ID everything else stays the same)

Confessions of a Campaign Expert: Compartmentalized Campaigns

Campaign Builder, Guest Posts, Keap, Tips and Tricks

Mike Harris, the author of today’s blog post, is someone for whom I have a tremendous amount of respect. Actually, our career paths with Keap haven’t been all that different. We were hired around the same time, we’ve both run Infusionsoft University, and we both have logged the hours to call ourselves campaign experts. Mike has helped a lot of small businesses and I’m pumped that he’s taken the time to share some of his insight.

Confessions of a Campaign Expert: Compartmentalized Campaigns

Throughout my Keap career (going on 4 years) I’ve learned a lot about the campaign builder. It was a new tool when I was hired so I simultaneously learned the old legacy Follow-Up Sequences as well and the brand new Campaign Builder. I learned what worked well, and what didn’t, through my own experimentation as well as the experience of other customers.

One thing I noticed was that people seemed to try to cram as much as they could into a single campaign. I understood the reasoning behind it (to keep everything related in one spot) but what they ended up with was a giant spider web that looked more like a mess than a business process. Did they work? Sometimes. Did they break? Yes, quite often, and with a huge campaign it’s harder to find a breaking point.

So the solution: Compartmentalize Your Campaigns

Side note about myself: I have ADD and I get distracted easily. If there’s too much going on all at once, I find it hard to focus. This actually worked to my advantage when building campaigns or helping customers build theirs. I tried to keep things in smaller, intuitive chunks or compartments and found that it not only worked for me but for my customers as well.

When processes are separated at natural breaking points a couple things happen. The first is that things just tend to work better. Fewer moving pieces in a campaign usually leads to a more reliable and efficient campaign. So, try to exercise some restraint when you get a big idea. I’ll lay out how to break that campaign up a little later.

Another benefit of breaking campaigns up into more manageable chunks is that you start to see multiple uses for certain pieces. This means you won’t have to keep duplicating your work. You can just piggy-back off the work you’ve already done which not only saves you time but keeps your messaging and processes consistent.

So, how do you compartmentalize your campaigns, Mike? Well, I’m glad you asked.

Look for natural points of separation.
- For instance, if you have a web form offering a free report and then guiding them towards a purchase, the purchase is a natural point of separation. The contact goes from prospect to client at that point. Our relationship has changed and, with it, communication should change, as well.
- Another point of separation is where a handoff occurs. Whether you are handing a task off to another employee or having a third-party plugin run an action, those can be good points to consider a separation of process.
- Just remember, if it feels like you shouldn’t be starting a new campaign at a certain point, don’t do it. Make sure the separation make sense to you and those you work with.
Link the campaigns together
- There are only a couple campaign goal types that can link one campaign to another: tags and purchases are the two biggest ones. If you are not using Infusionsoft’s Ecommerce or integrating another solution, then tags become your primary option.
- Linking campaigns is easy. The first campaign will have an end goal of “Tag A” being applied. This will conclude that first campaign for the contact. Then, the second campaign will start with a tag applied goal that also looks for “Tag A” to be applied. So when a contact has “Tag A” applied to their record it will end the first campaign and start them in the second campaign.
Recycle
- The key with this approach is not just to break everything up but to be able to reuse pieces of different processes. For instance, if you have a process that captures information then sends out a series of reminders, you may be able to reuse those reminders for another event. When you start to involve merging in custom fields, it really becomes easy to reuse these smaller campaigns. (Ex. “Don’t forget about your ~Contact.EventName~ on ~Event.Date~ at ~Event.Time~.”) Using a custom field to populate an event name turns it from a single-use campaign to a multi-use campaign.
- Another example of recycling a campaign is for fulfillment after a purchase. If you have ten lead capture campaigns all driving toward the purchase of a product, you wouldn’t want to build the fulfillment into each one of those campaigns; but if you conclude them all with the purchase of Product A, then you can trigger a single campaign that starts with purchasing Product A and consolidate all those different channels into one, streamlined process.

How about a demo? Here’s a campaign that needs to be broken up into smaller campaigns.

And here’s the plan for breaking that campaign up, using the Purchase Goal (blue) as the natural point of separation. The section highlighted in yellow will be the first campaign, and the orange section will become a second stand-alone campaign.

Once we’ve made the break, here is how our first new campaign looks:

And here’s the second half of that campaign, broken out on its own as well. Notice how the “Register for Event” purchase goal concludes the first campaign AND is the trigger to start this new one.

These steps may not feel particularly groundbreaking but it really helps to consider them when we get lost in the myopia of building the “perfect campaign”. We all tend to roll our eyes when someone mentions the phrase “work smarter not harder” but, in some cases, it really rings true.

Remember, Infusionsoft gets easier each time you log in. And hopefully these tips simplify things even further. Questions, comments, drop them below!

Have your own questions?

If you would benefit from a place to ask automation questions when you get stuck, and get ideas and inspiration from other businesses, you can join us in the Monkeypod Membership.

Membership Details

The Story of a Broken Link

Keap, Marketing, Tips and Tricks

Update: As of 2019 this tactic no longer works, it was broken as Infusionsoft updated the way their links redirected – when I (and others) asked them to restore this functionality they indicated that they a) didn’t know it was working that way, and b) had never intended this to be a feature. I still have my fingers crossed that maybe they’ll enable this ability again, but I’m not holding my breath. *sad trombone*

This is the story of how a broken link was able to fight against all odds, and scrape it’s way into becoming a learning lesson, a training video, and ultimately a blog post.

If you send a lot of emails, this story might sound familiar. It starts off embarrassing for me, and then hopefully ends up putting a new ninja trick on your tool belt (Jump to the video if you can’t wait).

You see, I’ve been a little busy lately. The usual work stuff, yes, but also some travel (three national parks in 14 days), and then most recently Sara and I moved. We’re still in San Diego, but we moved from an apartment to a house.

The truth, as you’ve probably noticed, is that between all this commotion I haven’t focused on my blog as much as I usually like to. Yeah, that’s an excuse, but as I’m sure many of you can attest, creating unique content is exhausting.

And sometimes, like when you’re hiking in Death Valley without wifi, it’s just plain impossible.

So, between unpacking boxes and mounting TVs late on Sunday night, I found a few minutes to edit and format a blog post that my good friend Paul Sokol had written for me. I created the tracking links with all my google UTM parameters, and I scheduled up an email for Monday morning, and various social posts for the week (this is what I use to create my links).

Then, Monday morning rolls around, and I head off to a Chiropractic appointment, and sure enough, by the time I check into my inbox at 10:00 am I have a dozen people kindly informing me that my email that went out is littered with broken links. (By the way, thanks to everyone who helped point it out, I appreciate you for taking the time!)

So now I’ve got a predicament. I’ve sent an email to all my blog subscribers and I’m driving them/you to a broken link – a 404 page. That’s a real #facepalm moment. And I certainly didn’t do Paul, or his charity, and favors by making it hard for people to get to his link (sorry Paul).

(Silver lining: At least my 404 page is a lead capture. Proof.)

So, I’ve got a few options.

Option A: I can send a follow-up “oops” email with the right link. You know, they say “oops” style emails have dramatically higher open rates because people wanna see what you messed up…

Option B: Or, I can bust open my bag of ninja tricks and go fix the broken link. Did you know that you can change the URL a link is pointing to, even if it’s already in their inbox?

Being the marketing nerd that I am, I chose option B. I fixed the link. I recorded a video of me doing it. I created a “learning moment”. And now I’ve turned the whole dang thing into a blog post.

Almost like I planned it.

[The video was removed because this tactic was broken by a 2019 Infusionsoft update.]

Keap for Non-Profits: A Monkeypod Case Study

Guest Posts, Keap, Small Business, Tips and Tricks

Paul Sokol is an automation expert, a close friend, a pretty talented Eminem impersonator (proof), one of Monkeypod’s most popular guest authors, and the former Campaign Builder Mad Scientist over at Keap. In addition to all those things, Paul is also a dedicated musician, and has started a charity to help raise money for local music and arts programs.

Being the marketing automation nerds that we are, we recently got talking about some of the more unorthodox use cases we’d seen, and before long – we were talking about non-profits. Anyhoozle, I asked Paul to tell us a little about his charity, and the role Keap (formerly known as Infusionsoft) plays in it.

Keap for Non-Profits: A Monkeypod Case Study

Hello Monkeypodders! It is great to see you again 🙂

I’m Paul Sokol, one of Greg’s good friends, and just happen to work in the same space of automation. We actually met at Keap years ago (back when it was called Infusionsoft).

In any case, Greg was wondering about how I use Keap for my non-profit charity, and I figured why not write a lil guest post about it so everyone can learn?

As you are probably expecting, I’ll do a shameless plug of the charity at the end of this post, but for now the main context for discussion is a non-profit using Keap.

My particular charity is relatively new, less than 2 years old, but I’m still finding ways to leverage automation to save time and build a community.

First off, every year our charity partners with a local promoter for a music festival. I head up the marketing and promotion which means I’m using automated workflows that tell me when to post stuff on social media and automated emails to the bands with content for them to help promote the show. Really simple stuff. The post workflow is just a chain of tasks that say “the show is one month away, copy/paste this status and share it”, “the show is 2 weeks away…” and so on. Task. Complete. Task. Complete. I can live out of MyDay which is really nice.

The emails to the bands are basically the same thing. “The show is in a month, copy/ paste this to your page and here is your trackable band link”. I use hidden lead source fields on most of my capture forms (see an example). This way, I can create a unique lead source for different bands and see who does a good job driving traffic.

Regarding the ticketing checkout, the tickets themselves come through TicketFly so I position it as a two-step check out. First step is name and email which takes you to step 2; as far down the TicketFly funnel as I can get people. This builds a list for presales next year. Unfortunately, we haven’t yet implemented a cart abandon mechanism because getting data out of TicketFly is controlled by the venue we partner with. Just hasn’t happened yet.

Outside of the annual festival, on the charity’s website, the donation process is also positioned as a two-step checkout. Since all payments are going through Keap directly, we have implemented a donation abandon campaign, if you’ve been reading this blog for a while, you’ll know it as “The Nudge“. In addition to some emails, it has a task for me to personally reach out and try to “close the sale”. Like I said earlier, we are a new charity so the traffic to our site is basically nothing so the personal 1:1 calls are manageable. Once we grow that isn’t going to scale and we’ll have to find another way to add that personal non-email touch.

Speaking of donations, while it wasn’t automated, because all donations create an Order record in Keap I was able to easily pull a list of donors and send a hand-written thank you card at the end of 2015. Now that I type it out, that’s a great opportunity for something to automate! :::makes mental note:::

Besides accepting donations, the website also serves as a press release news board. Every press release lives formally on our website. Each press release page has a capture form so people can receive updates as new releases come out.

That’s how I use it right now. In the future as we scale, the plan is to build our list of donors and encourage repeat donations automatically. As we do more events, I plan to use the Opportunity module to track the process of event acquisition and execution. As we become more global, I could even see giving different regions their own affiliate codes to track where donations are coming from the most. I’ll even use it to filter out potential hires early in the recruiting process.

In other words, I’ll be able to use Keap for a good long time as my charity grows 🙂

Lastly, remember, there is a huge problem in the world: school budgets are being slashed which is forcing cornered administrators to cut arts programs, particularly music programs. If this continues, in a few generations there will be no new music and we will have lost a beautiful part of human culture, society and self-expression. I refuse to live into that world which is why I founded Keep Children Rockin. We provide music equipment donations to public schools. In 2015 we were able to help one local school with lots of equipment. In 2016 we tripled that impact and helped three local schools. To make a donation and learn more about the cause, please visit www.keepchildrenrockin.org.

May 2016 Update

Keap, Software Updates

Those rascally developers over at Infusionsoft are at it again. (Actually, it takes more than just good developers; shout out to the entire Product team.) So, let me take a moment to give you what I consider to be the highlights of the May 2016 release.

Feature #1: Trigger a Campaign from a Manual Credit Card Charge
What it does: This allows you to launch automation when you process an order manually.
Why it matters: In the past, you’ve been able to build complex fulfillment campaigns to interact with your customers after they place an order online. You know, send them a thank you email, deliver their product, and then follow-up with them to see how they enjoy it, or to ask them to purchase again; that sort of thing. Well, this type of automation would only trigger for orders that were placed through an order form, or through the shopping cart – until now.

Now you can use manual orders to automatically trigger whatever fulfillment processes you might have in place. Remember, the sale isn’t the end of your customers journey, it’s just an important milestone where you learn something new about them.

Caveat: While I like this feature, and I’m excited about it – I also feel compelled to call out a concern I have. I’d very much like for this to be an option. I’d like the choice, but I don’t know if I want automation firing every single time I process a manual order. I mean, we’ve been building campaigns for a few years now, and unless you’ve been manually triggering follow-up, its plausible that everything you’ve designed is set-up to speak to customers who purchased online. So, if this release rolls out and now a new set of customers (manual purchasers) are being added to those campaigns, I could see it causing a little confusion.

Feature #2: Date/Time Fields are Useful Now
What it does: You can use Date/Time Fields for Field Timers
Why it matters: This is really, really important. Field timers are critical to delivering automation that feels personal. Think about it, field timers allow you to build a campaign that delivers it’s messaging at intervals unique to each particular contact. You know, 3 days before their birthday, or 5 days before their membership anniversary. That sort of thing. But the massive glaring drawback has always been that it doesn’t give you the ability to send those messages at a unique time of day – until now.

The Date/Time Field houses not only the Date that something is happening, but also the Time. And with this release, we can now use the date and time to schedule our communication – so, we can send appointment reminders 1-hour before someone’s appointment. Or we can send consultation reminders 4 hours before their consultation takes place. There are plenty of situations where this will make our scheduling that much more flexible, and therefore our messaging that much more impactful.

(EDIT: As of the first part of this release, we’ll be able to run actions at 24 or 28 hour intervals before an appointment, but NOT 30 minutes, or 2 hours, etc. That part will be completed and included in a future release.)

Feature #3: Beta Email Builder Improvements
What it does: You can search images, create tags, search tags, and there are new link types.
Why it matters: This matters because it makes the beta builder that much more usable. If you told me that you had decided not to adopt the new email builder, I wouldn’t call you crazy. As I’ve said in the past, there are some really nice improvements that it offers; but there are definitely still a number of things I’m excited for them to add. Well, this release definitely checks a few more off that list.

Previously, there was no way to easily search through your images – so you’d end up scrolllllllllllling until you found the one you wanted. Now you can search just by typing the name of your image. (Need to rename some images? I gotcha covered.) This is a big time saver.

Creating and searching tags – another big time saver. This means that if you have hundreds of tags (or thousands), now you can type the first few letters of a given tag instead of scrolling through them all. And, if the tag you want to use doesn’t exist yet, you can create it on the fly. Now, I may be wrong – but I don’t think you can assign that tag a category (which would be annoying). So, before I celebrate this one too hard I’m gonna cross my fingers that I’m wrong – or that they’re going to add that part in soon.

And finally – there are a few new link types. In addition to linking directly to a URL, you can now also link to an email address, or a phone number. This is useful if you got used to using those previously, and hit a hiccup once it was removed. This is definitely a step in the right direction, but personally I’m really reaching for the ability to link to (and create) a quick thank you page, and to link to a campaign link.

Those are the three that I’m most excited about, but it’s by no means the end of the release list. There are a few more features that are going to make a lot of people very happy.

And, once again, because Brett did a killer job on the recap video, I’m going to use the Infusionsoft release video instead of reinventing the wheel with my own. Enjoy:

Email Confirmation: What, Why and How

Campaign Builder, Keap, Marketing, Tips and Tricks

For some people, the Keap email confirmation widget is really straight forward – you add it to a campaign when you want to give a contact the opportunity to confirm their email address.

But for others, it raises all sorts of questions: How does it work? Is it necessary? What if they’ve already confirmed? Why is that weird lock there?

Background Info

Lemme give you a little bit of background info in case these are the types of things you’ve wondered too:

When someone signs up for something from you (like your newsletter, your blog updates, or your Nurture Ebook), Infusionsoft considers that a Single Opt-In, and gives them an email status of Unconfirmed.

As counter-intuitive as it may seem, Unconfirmed is good. It means that you can send them marketing materials.

But, just because an email address was entered into a form doesn’t necessarily mean that the person who entered it is the owner of the inbox.

So, Keap gives us an extra tool to help confirm that our prospects really want our marketing – the Email Confirmation Sequence. When you are building campaigns, 99% of the time you want to use a plain old sequence. It’s powerful and flexible and you can make it do just about anything.

So, you may never have noticed this neglected little guy, hanging out patiently on the tool palette waiting for you to give him a click.

But, when you allow someone to confirm their email address (also known as “double opt-in”), it actually has a few key benefits.

First, it changes their email status from Unconfirmed, to Confirmed.

I told you Unconfirmed was good (and it is), but Confirmed is even better.

It not only means that you have permission to market to this person, but it also means that the email address you have is valid, and the person who owns it has confirmed that yes, they actually want to hear from you.

Better Inbox Placement

The next benefit is that this can literally help with inbox placement. Now, I won’t pretend to be a deliverability expert, but I do know that engagement is good.

And if someone is clicking links (like the confirmation link), then it means it is more likely that your emails will be delivered in the future.

Also, Keap actually uses a set of priority servers to send emails to confirmed email addresses – and these servers experience a marginally higher deliverability percentage.

Anyway, I created a video because a thread developed on this topic in my membership group last week, and rather than write it all out here, I thought I’d just share the video.

This video covers how to use the email confirmation, why to use it, and if you think the built in version is a little rigid, how you can get the same result with a clever little hack.

(Oh, I forgot to mention this in the video – they only have to confirm once. If someone has already confirmed their email address then they’ll just skip over the email confirmation sequence in the future.)

Enjoy:

Note: The video above was recorded in the Max Classic version of Keap (formerly known as Infusionsoft), but the Email Confirmation Snippet is also available in the Max and Pro versions of Keap.

Oh, and if you’re going to use the email confirmation process (which you should), you’ll definitely want to watch out for this gotcha.

Er, what gotcha?