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
- Intro (you are here)
- Personalized Workbooks Zap
- Monthly Check-Ins Zap
- Graduations Certificates Zap
- Questions (but ask Qs anytime!)
- Socials @ The Lounge
@heymikli
MEET AIRMEET
today's workshop flow
- Q&A tab
- Raise hands
- Emoji reactions
- HD/SD toggle
@heymikli
MEET AIRMEET
@heymikli
REMINDERS
- Follow-along notes (link)
- Replay, additional materials, and templates by next week
- 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
- A new student purchases your course
@heymikli
HOW IT WORKS
- A new student purchases your course
- They receive an email confirming their purchase
@heymikli
HOW IT WORKS
- A new student purchases your course
- They receive an email confirming their purchase
- Their personalized folders, with all course documents and workbooks inside, are created
@heymikli
HOW IT WORKS
- A new student purchases your course
- They receive an email confirming their purchase
- Their personalized folders, with all course documents and workbooks inside, are created
- 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
- On the 1st of each month, current students receive an email checking in on them
@heymikli
COURSE RUN
HOW IT WORKS
- On the 1st of each month, current students receive an email checking in on them
- They fill out the form in the email and share how they’re doing
@heymikli
COURSE RUN
HOW IT WORKS
- On the 1st of each month, current students receive an email checking in on them
- They fill out the form in the email and share how they’re doing
- 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
- A student has finished the course
@heymikli
A NOTE ABOUT ACTIVECAMPAIGN
HOW IT WORKS
COURSE RUN
- A student has finished the course
- They are sent an email to answer the testimonial form
@heymikli
A NOTE ABOUT ACTIVECAMPAIGN
HOW IT WORKS
COURSE RUN
- A student has finished the course
- They are sent an email to answer the testimonial form
- 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
- A student has finished the course
- They are sent an email to answer the testimonial form
- When the form is submitted, their certificate will be created and included in their personal folder
- 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