Zapier meets ClickFunnels and CoSchedule – OBT005

Welcome to This Week in Online Business Tech!

This week's tech news:

Meet Zapier: CoSchedule’s Latest Integration [New Feature] CoSchedule’s latest integration…Zapier!

Connect your favorite tools + automate your workflows with your NEW secret weapon….

Meet Zapier: CoSchedule’s Latest Integration [New Feature]

Zapier is one of my favorite automation tools. If you aren't familiar with it, this tool lets you connect and integrate over 1,000 different applications ranging such as social media channels all the way to back end systems like customer relationship management, accounting systems, and many more.

CoSchedule (affiliate) is something I've covered before, and it is great, but other than with social media and WordPress, CoSchedule did not really integrate with other platforms. Until now…

Like many others have found, the fastest path to integrating with a huge number of applications is to build an integration with Zapier, which the opens the door to over 1,000 applications. And that is what they have done!

The main use cases this article covers are the ones I'd use it for which is integrating with project management and productivity tools. While CoSchedule has been adding more and more of these, it is not a full project management tool like Asana is, my current favorite.

With Zapier, you can now tie those two (and many others) together so that for example tasks in Asana can generate tasks in CoSchedule so that you or your writers and editors can see them right inside WordPress while they are authoring.

Exciting update with endless workflow opportunities!

New for boards: custom fields and comment-only projects you use Asana's boards view?

Then get excited about two new things you can do: add custom fields and set your board project permissions to comment or view only…. New for boards: custom fields and comment-only projects

Two small but powerful updates to Asana have come out recently.

The first is custom field support in Asana boards. If you aren't familiar with “boards” these are known as Kanban boards, a more visual approach to project management first popularized by Trello then later also adopted by Asana.

With custom fields you can add fields to your cards like Priority, Stage, or anything else you'd like.

As an example, if you wanted to have one board which was your editorial calendar, you could add a custom field called “content type” where you could have values like Blog, Podcast, YouTube Video, etc. This would let you see very easily what type of content each card on your board is planned to be.

Small but super-powerful feature to add more categorization to your cards.

The second feature is comment-only projects. This lets you expose projects to everyone on your team but not let them edit or update it. Using the content calendar example, you may want some of your team to be able to edit the cards or items, but others you may not.

The comment-only feature is great for keeping your entire team in the loop on things without risking unexpected changes.

Introducing The New Trello Power-Ups Directory are excited to announce a brand new way to discover, enable, and manage Power-Ups on your Trello boards!

The new Power-Ups directory has a host of cool features such as search, categories, editorial content, featured Power-Ups, and more…. Introducing The New Trello Power-Ups Directory

Trello popularized the Kanban style of visual project management. In addition to the growing set of base functionality that Trello has, they have also enabled what they call “Power Ups” which are integrations that add additional functionality to the tools.

According to Trello, “over 80 public Power-Ups for popular apps like SlackGoogle Drive, and Bitbucket, in addition to thousands of private custom Power-Ups built to serve unique business needs.”

In this update, they have improved the search and discovery capabilities so that you can more easily find the Power Ups you need.

How Zapier and ClickFunnels Make You More Productive is one of Zapier’s top ten fastest growing apps. Zapier now has over 1,000 apps. In this episode Julie Stoian shows you step by step how to how to use Zapier and ClickFunnels together to make you more productive.

Here are 3 of the Zaps she walks you through: 1). Inviting People Into Your Facebook Group After They Buy a Course 2). Create New Sales Pipeline in Trello When Leads Come In 3). Following up with Attempted Failed Purchases. How Zapier and ClickFunnels Make You More Productive

We've mentioned Zapier before, this is another example of the integration opportunities it can open up.

In this example you start with ClickFunnels (affiliate), the leading tools for creating sales funnels, landing pages, and much more.

I've switched over to ClickFunnels in the last couple months for all of my funnels. With the Zapier integration, you can enable some powerful workflows to your funnels.

Examples mentioned include key outbound scenarios from ClickFunnels. If you have a new lead, a new purchase, or failed payment, you can do all kinds of follow-up via Zapier integrations.

You could send emails, SMS, or any other form of communication that Zapier supports. You could add leads or opt-ins to your CRM.

The options are endless but the way to think about them is to try to continue your interaction with your customer by looking for places today which are the end of the line in your workflows, then add more contact points after.

Private shared channels are now available place for confidential conversations and top secret projects with other organizationsLast September, we launched a feature called Shared Channels (beta) — a new kind of channel that can live on two different workspaces, enabling separate organizations to work together in Slack… Private shared channels are now available

Slack is a highly popular chat and collaboration application.

Originally Slack was intended for teams of developers or others collaborating on a project. It has evolved into more of an enterprise-grade solution.

With this feature update, slack as added private shared channels. A channel in Slack is a way to organize your discussions. You can create as many of them as you want.

A shared channel is a channel that can span multiple independent organizations. An example would be a “Marketing Projects” channel that could span your business and an agency you are using as one example.

Private shared channels mean that you can have shared channels that only certain users in the connected organizations can utilize.

In the example above you could have the channel set up so that all of your team has access to the marketing projects folder but only the specific people at the agency you are using would have access.

Recommended Reading

15 Benefits of Implementing Landing Page Software post appeared first on ClickFunnels. Business is a struggle. We’re constantly vying to stay in-the-know with all the parts and pieces it takes to build and scale out our companies. There’s a lot to absorb and even more to manage on a day-to-day basis. For most entrepreneurs, it’s overwhelming to say the least. Especially at the outset. Who has the time or the resources to be able to do it all on their own, and to do it successfully? 15 Benefits of Implementing Landing Page Software

This article is from the ClickFunnels (affiliate) blog and talks about the benefits of using landing page software. Obviously as the makers of one of the leading landing page solutions, you can imagine it is pretty positive :).

That said, it's still a good read as ClickFunnels can save you a huge amount of time and headache when setting up your sales funnels.

Some of the more powerful examples of why landing page software is powerful are the ability to add upsells and downsells to your funnels, easy integration with payment systems like Stripe, and easy to use drag and drop page building.

Over the last month I've been building out my three core funnels in ClickFunnels and have been very happy with my move over to that system!

Other solutions include Leadpages, Hubspot, and others.

10 Things You Must Know About Creating Epic Course Videos Index Creating high quality video and audio Why you should keep your videos short and sweet  Hosting your video on a fast platform Best practices for embedding your videos Why you should use fluid video sizes Using the right screen capture software Branding your videos Protecting your videos from piracy… 10 Things You Must Know About Creating Epic Course Videos

This article on creating videos for your courses is a great read. Super-actionable and most of these steps you should build into you planning and production checklists for videos.

The tips cover things like how best to embed videos, tips around video quality, recommended lengths, and many more.

Quick read but super-valuable.

Tech tip of the week:

As you start to get more advanced with tracking and analytics in your online business, Google Tag Manager will start to become one of your best friends.

You have likely already added Google Analytics or Facebook “pixels” to your site for tracking (if you haven't drop everything and do that!).

Once you add even just one or two of these, it starts making more sense to use GTM than embedding all these things directly onto your WordPress site.

The first benefit of GTM is that you can embed ONE script, the GTM script on  your site, then from there, all other pixels, tags, etc. can be configured in GTM.

This let's you centralize and manage all of these items in Google Tag Manager.

As I was building a funnel this week I needed to fire different tags on different pages to track people through my funnel so I could re-target them with Facebook ads.

So I needed to fire specific tags on my landing page, webinar registration page, application page, etc.

Instead of having to mess around with all of those pages, you just configure the tags in GTM, then set up the triggers which are basic URL rules (Ex. Fire this tag of the URL contains “/thank-you”)

You DON'T need this if you are just starting out, but as soon as you start needing multiple pixels or doing things with tags, then you definitely want to check it out.