WHAT'S ZAP 2:
S2DENT EXPERIENCE

a workshop with @heymikli

👋🏼

tech and automation strategist. pun enthusiast.
helping you tech care of business.

@heymikli

today's workshop flow

  1. Intro (you are here)
  2. Personalized Workbooks Zap
  3. Monthly Check-Ins Zap
  4. Graduations Certificates Zap
  5. Questions (but ask Qs anytime!)
  6. Socials @ The Lounge

@heymikli

MEET AIRMEET

today's workshop flow

  1. Q&A tab
  2. Raise hands
  3. Emoji reactions
  4. HD/SD toggle

@heymikli

MEET AIRMEET

@heymikli

REMINDERS

  1. Follow-along notes (link)
  2. Replay, additional materials, and templates by next week
  3. Grab the template upgrade anytime (link)

@heymikli

Let's go

@heymikli

Personalized workbooks

ONBOARDING

@heymikli

Personalized workbooks

HOW IT WORKS

@heymikli

Personalized workbooks

HOW IT WORKS

  1. A new student purchases your course

@heymikli

HOW IT WORKS

  1. A new student purchases your course
  2. They receive an email confirming their purchase

@heymikli

HOW IT WORKS

  1. A new student purchases your course
  2. They receive an email confirming their purchase
  3. Their personalized folders, with all course documents and workbooks inside, are created

@heymikli

HOW IT WORKS

  1. A new student purchases your course
  2. They receive an email confirming their purchase
  3. Their personalized folders, with all course documents and workbooks inside, are created
  4. They receive an email welcoming them to the course with the link to their personal folder

@heymikli

YOU'LL NEED

@heymikli

YOU'LL NEED

☐ Confirmation Email Copy

☐ Onboarding Email Copy

☐ Workbook Template/s

☐ Folder Guide Template

☐ Confirmation Email Copy

@heymikli

YOU'LL NEED

☐ Confirmation Email Copy

☐ Onboarding Email Copy

☐ Workbook Template/s

☐ Folder Guide Template

 

☐ Onboarding Email Copy

@heymikli

YOU'LL NEED

☐ Confirmation Email Copy

☐ Onboarding Email Copy

☐ Workbook Template/s

☐ Folder Guide Template

 

 

☐ Workbook Template/s

@heymikli

YOU'LL NEED

☐ Confirmation Email Copy

☐ Onboarding Email Copy

☐ Workbook Template/s

☐ Folder Guide Template

 

 

 

☐ Folder Guide Template

@heymikli

PREP YOUR TECH

@heymikli

PREP YOUR TECH

☐ Create a main "Students" folder in Google Drive

☐ Create a "Students" tag in ActiveCampaign

☐ Create a "Student Dashboard" custom field in ActiveCampaign

LET'S BUILD

PERSONALIZED WORKBOOKS

@heymikli

PREP YOUR TECH

☐ Create a main "Students" folder in Google Drive

☐ Create a "Students" tag in ActiveCampaign

☐ Create a "Student Dashboard" custom field in ActiveCampaign

@heymikli

MAIN TECHAWAYS

@heymikli

MAIN TECHAWAYS

Creating personalized folders allows your students to get immediate access to workbooks and feedback

@heymikli

MAIN TECHAWAYS

Creating personalized folders allows your students to get immediate access to workbooks and feedback

Using custom fields allows you to automate sending your students their personal folder links

@heymikli

MAIN TECHAWAYS

Creating personalized folders allows your students to get immediate access to workbooks and feedback

Using custom fields allows you to automate sending your students their personal folder links

Setting up personalized folders allows you to have a bird’s eye view of how your course is performing

Monthly check-in emails

DURING THE COURSE

@heymikli

Monthly check-in emails

DURING THE COURSE

HOW IT WORKS

@heymikli

@heymikli

COURSE RUN

HOW IT WORKS

  1. On the 1st of each month, current students receive an email checking in on them

@heymikli

COURSE RUN

HOW IT WORKS

  1. On the 1st of each month, current students receive an email checking in on them
  2. They fill out the form in the email and share how they’re doing

@heymikli

COURSE RUN

HOW IT WORKS

  1. On the 1st of each month, current students receive an email checking in on them
  2. They fill out the form in the email and share how they’re doing
  3. If they’re stuck somewhere, or have a win to share, you’re sent a “special attention” notification

@heymikli

YOU'LL NEED

@heymikli

YOU'LL NEED

☐ Monthly Check-In Email Copy

☐ Check-In Form

☐ Check-In Form Responses Sheet

☐ Monthly Check-In Email Copy

@heymikli

YOU'LL NEED

☐ Monthly Check-In Email Copy

☐ Check-In Form

☐ Check-In Form Responses Sheet


 

☐ Check-In Form

@heymikli

YOU'LL NEED

☐ Monthly Check-In Email Copy

☐ Check-In Form

☐ Check-In Form Responses Sheet


 

 

☐ Check-In Form Responses Sheet

@heymikli

PREP YOUR TECH

@heymikli

PREP YOUR TECH

☐ Create a "Monthly Check-In" tag in ActiveCampaign

☐ Connect your Check-In Form to Google Sheets

@heymikli

A NOTE ABOUT ACTIVECAMPAIGN

@heymikli

A NOTE ABOUT ACTIVECAMPAIGN

@heymikli

A NOTE ABOUT ACTIVECAMPAIGN

LET'S BUILD

MONTHLY CHECK-IN EMAILS

@heymikli

A NOTE ABOUT ACTIVECAMPAIGN

MAIN TECHAWAYS

@heymikli

A NOTE ABOUT ACTIVECAMPAIGN

MAIN TECHAWAYS

You can automate and loop emails using Zapier

@heymikli

A NOTE ABOUT ACTIVECAMPAIGN

MAIN TECHAWAYS

You can automate and loop emails using Zapier

An automated check-in email doesn’t have to be impersonal and robotic;
there are ways to personalize check-ins and still give your students the 1-on-1 treatment

@heymikli

A NOTE ABOUT ACTIVECAMPAIGN

MAIN TECHAWAYS

You can automate and loop emails using Zapier

An automated check-in email doesn’t have to be impersonal and robotic;
there are ways to personalize check-ins and still give your students the 1-on-1 treatment

BRANDED GRADUATION CERTIFICATEs

OFFBOARDING

@heymikli

A NOTE ABOUT ACTIVECAMPAIGN

MAIN TECHAWAYS

You can automate and loop emails using Zapier

An automated check-in email doesn’t have to be impersonal and robotic;
there are ways to personalize check-ins and still give your students the 1-on-1 treatment

HOW IT WORKS

@heymikli

A NOTE ABOUT ACTIVECAMPAIGN

HOW IT WORKS

COURSE RUN

  1. A student has finished the course

@heymikli

A NOTE ABOUT ACTIVECAMPAIGN

HOW IT WORKS

COURSE RUN

  1. A student has finished the course
  2. They are sent an email to answer the testimonial form

@heymikli

A NOTE ABOUT ACTIVECAMPAIGN

HOW IT WORKS

COURSE RUN

  1. A student has finished the course
  2. They are sent an email to answer the testimonial form
  3. When the form is submitted, their certificate will be created and included in their personal folder

@heymikli

A NOTE ABOUT ACTIVECAMPAIGN

HOW IT WORKS

COURSE RUN

  1. A student has finished the course
  2. They are sent an email to answer the testimonial form
  3. When the form is submitted, their certificate will be created and included in their personal folder
  4. They will receive an email with the link to their certificate

@heymikli

A NOTE ABOUT ACTIVECAMPAIGN

YOU'LL NEED

COURSE RUN

@heymikli

A NOTE ABOUT ACTIVECAMPAIGN

YOU'LL NEED

COURSE RUN

☐ Testimonial Form

☐ Certificate Template

☐ Certificate Email Copy

☐ Testimonial Form

@heymikli

A NOTE ABOUT ACTIVECAMPAIGN

YOU'LL NEED

COURSE RUN

☐ Testimonial Form

☐ Certificate Template

☐ Certificate Email Copy

 

☐ Certificate Template

@heymikli

A NOTE ABOUT ACTIVECAMPAIGN

YOU'LL NEED

COURSE RUN

☐ Testimonial Form

☐ Certificate Template

☐ Certificate Email Copy

 

 

☐ Certificate Email Copy

@heymikli

A NOTE ABOUT ACTIVECAMPAIGN

PREP YOUR TECH

COURSE RUN

@heymikli

A NOTE ABOUT ACTIVECAMPAIGN

PREP YOUR TECH

COURSE RUN

☐ Connect your Testimonial Form to Google Sheets
☐ Create a "Certificate Link" custom field in ActiveCampaign

☐ Create an internal certificates folder in Google Drive

@heymikli

A NOTE ABOUT ACTIVECAMPAIGN

PREP YOUR TECH

COURSE RUN

☐ Connect your Testimonial Form to Google Sheets
☐ Create a "Certificate Link" custom field in ActiveCampaign

☐ Create an internal certificates folder in Google Drive

LET'S BUILD

BRANDED GRADUATION CERTIFICATES

@heymikli

A NOTE ABOUT ACTIVECAMPAIGN

PREP YOUR TECH

COURSE RUN

☐ Connect your Testimonial Form to Google Sheets
☐ Create a "Certificate Link" custom field in ActiveCampaign

☐ Create an internal certificates folder in Google Drive

MAIN TECHAWAYS

An easy way to get testimonials from your students is having their testimonial forms trigger their certificates

@heymikli

A NOTE ABOUT ACTIVECAMPAIGN

PREP YOUR TECH

COURSE RUN

☐ Connect your Testimonial Form to Google Sheets
☐ Create a "Certificate Link" custom field in ActiveCampaign

☐ Create an internal certificates folder in Google Drive

MAIN TECHAWAYS

An easy way to get testimonials from your students is having their testimonial forms trigger their certificates

@heymikli

A NOTE ABOUT ACTIVECAMPAIGN

PREP YOUR TECH

COURSE RUN

☐ Connect your Testimonial Form to Google Sheets
☐ Create a "Certificate Link" custom field in ActiveCampaign

☐ Create an internal certificates folder in Google Drive

LET'S BUILD

MAIN TECHAWAYS

An easy way to get testimonials from your students is having their testimonial forms trigger their certificates

Your certificate can be as personalized as much as there are merge fields in the template!

@heymikli

A NOTE ABOUT ACTIVECAMPAIGN

PREP YOUR TECH

COURSE RUN

☐ Connect your Testimonial Form to Google Sheets
☐ Create a "Certificate Link" custom field in ActiveCampaign

☐ Create an internal certificates folder in Google Drive

LET'S BUILD

MAIN TECHAWAYS

An easy way to get testimonials from your students is having their testimonial forms trigger their certificates

Your certificate can be as personalized as much as there are merge fields in the template!

Not only can you send your students’ certificates this way, you can add any other thing, like a gift!

@heymikli

A NOTE ABOUT ACTIVECAMPAIGN

PREP YOUR TECH

☐ Connect your Testimonial Form to Google Sheets
☐ Create a "Certificate Link" custom field in ActiveCampaign

☐ Create an internal certificates folder in Google Drive

QUESTIONS

@heymikli

A NOTE ABOUT ACTIVECAMPAIGN

PREP YOUR TECH

☐ Connect your Testimonial Form to Google Sheets
☐ Create a "Certificate Link" custom field in ActiveCampaign

☐ Create an internal certificates folder in Google Drive

ADDITIONAL SUPPORT

PSST. BONUS 1:1 CALL!

@heymikli

A NOTE ABOUT ACTIVECAMPAIGN

PREP YOUR TECH

☐ Connect your Testimonial Form to Google Sheets
☐ Create a "Certificate Link" custom field in ActiveCampaign

☐ Create an internal certificates folder in Google Drive

FEEDBACK

@heymikli

A NOTE ABOUT ACTIVECAMPAIGN

PREP YOUR TECH

☐ Connect your Testimonial Form to Google Sheets
☐ Create a "Certificate Link" custom field in ActiveCampaign

☐ Create an internal certificates folder in Google Drive

THANK YOU

@heymikli

A NOTE ABOUT ACTIVECAMPAIGN

PREP YOUR TECH

☐ Connect your Testimonial Form to Google Sheets
☐ Create a "Certificate Link" custom field in ActiveCampaign

☐ Create an internal certificates folder in Google Drive

WHAT'S ZAP 2:
S2DENT EXPERIENCE

SEE YOU AT THE LOUNGE!

@heymikli

What's Zap 2: S2dent Experience

By Mikli Feria Jorge

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What's Zap 2: S2dent Experience

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