Marketing Automation and Funnel Building with WooCommerce feat. Tavleen Kaur

Narrator 0:00
You’re listening to the off systems go podcast, the show that teaches you everything you need to know to put your business on autopilot. Learn how to deploy automated marketing and sell systems in your business the right way with your host, the professor of automation himself and founder of automation bridge, Chris Davis.

Chris Davis 0:32
All right, welcome, everybody to another edition of the all systems go podcast. Another episode I should say we’re re invite startup founders and digital marketers to discuss strategies, and software to build automated marketing and sales systems at scale. I’m your host, Chris L. Davis, the founder of automation bridge. And on this episode, I have to have Tavleen Kaur with me she is the marketing head at woo funnels. And she co founded build woo funnels in 2018, with her husband on a mission to serve WordPress users. So yes, WordPress users, you’re in for a treat. At the time of founding the company, there weren’t any sales funnel solutions built dedicated for WordPress and WooCommerce. So their One Click Upsell solution helped increase their average order value. When I say they’re the customers of the of their software, the average order value by pitching relevant offers. Remember, this is with WooCommerce. So you WooCommerce users out there that may be struggling a bit with the system, you have a potential solution. Alright, they’ve now added a powerful automation engine called autonomy. Right? Autonomy, yes. No line of products. Right? So and the reason why because they believe that a funnel was not just a series of pages, which it is not, it’s more than that. It goes beyond that post purchase, follow up abandoned cart workflows, went back campaigns, broadcasts, emails and SMS, you name it. It’s in the system dedicated to WordPress users. Tavleen. Welcome to the podcast. How are you doing? I’m good. Thank you. I have a very warm welcome. I’m really happy to be here. Yes, yes. And just for context, everyone, we about a month ago of recording this podcast, maybe two months time is flying. We featured in our marketing automation reports. These are monthly reports that we put out there to educate the space on tools that they should be looking at our be considering for building out their systems. And your platform was one of them that we were pleasantly surprised with that handled everything for WooCommerce. When you want it to go beyond the built in checkout experience, you had a check order bombs, and you can customize the checkout pages. And then the bonus was I say, wait a minute, they’ve got built in marketing automation. So that’s what brought our paths together. So to have Tavleen, give us a little bit I know we talked about in the intro, how you founded the company and and the purpose behind that. But take us a few steps before that. What led up to you creating this software? Did you have a history of creating software? Did you have just kind of like stumbled upon it? How did you get to this point?

Tavleen Kaur 3:23
Wow. Okay. So that’s a long story. But what happened was, in 2017, I was doing something else I was so basically, I’m a journalist, I, you know, I was reviewing cars like that is that is what I was doing. And my husband came to me and he said, you know, he’s got some idea for creating seven triggers. And I was like, what triggers is he talking about, I just didn’t get it. And so I thought maybe he wants me to put together a blog post or something, but turned out that he wanted us to actually build a software and he wanted to write wanted me to write marketing copy for it, and also kind of, you know, be like, marketed and make some video presentations, and then tell people how it works. And also, this was our first plugin built on top of WooCommerce. You know, that was just our, that was our starting point. And, you know, it still says, But you know, it’s no longer that important for us, you know, how you move on, and then you kind of create more mature products. And that’s how the journey kind of goes on. So because, like, right now I look back on the most immature things that we did, but then it really helped us get a start in the plugin space. And, you know, that kind of put us on that the WordPress ecosystem. And you know, before that, it was a different story. I was in a different industry and you know, my husband was actually in the service on the service side of things. So helping people build, you know, web applications, websites and all that. So that’s the kind of thing that you know he was into but

Tavleen Kaur 5:00
that kind of helped us get a head start. And then 2018 was the time when we actually launched one click upsells, which is again, you know, because we were serving a lot of WooCommerce store owners by creating custom solutions for them. And by creating custom checkout experiences for them, which were conversion optimized. And that time, you know, he was actually struck by this idea, or why not, you know, create a plugin, which can help them build checkout pages, which can help them build the One Click Upsell, you know, pages, without having to rely on any of the custom services. So that is where it all really started from and, and then, you know, since then there has been no looking back. So we created our One Click Upsell solution, there was one product which was there at the time, which was doing one Click Upsell is very, very basic, like there was no rule engine, you know, there were no templates, nothing like was very bare basic kind of a basic form. So we kind of went in really deep and engineered a solution, which was very, very close to literally like hiring a developer and getting a custom service done for you. So that’s, that’s where it all started from.

Chris Davis 6:12
Yeah, a lot of founders have a similar start where they were doing a certain thing, that custom solution for themselves or their clients, and then decided to take this take the software route, to leverage and scale that, right. So we see that at play here. And what I want to use this podcast to talk about is the outcome of using a platform like yours, and how to how to build an automation system that every ecommerce seller needs. Okay, I’m all about foundations. So I’ve got a podcast episode that it’s called the significant six. And it essentially outlines the foundational systems that every business needs in order to be successful in automating your business online. So I know you’ve seen so many e commerce stores, so many e commerce users and owners. So you have seen the consistency in what every single store every single store what system they need. So I wanted to give you the floor, just walk us through what are the components of that system? And how does it work?

Tavleen Kaur 7:32
Sure, wow. When it comes to e commerce, I am literally surprised to see that, you know, the e commerce Store owners, like genuinely feel that lead generation is not for them, you know, people will come and they will browse and they will buy. But you know, like, you’re not Amazon, you’re not one of the big, you know, the big stores. So it doesn’t work like that, like we are obviously dealing with, you know, small business owners, small store owners was still trying to build their brand. And so people don’t just come in buy like that. And you know that lead generation is something which is very underestimated, it’s something which is under play, like, it’s very hard to convince ecommerce store owners to kind of, you know, start generating leads, and then stop marketing to them. So that’s very important, and which is where, you know, we could come in, so with a funnel builder, like, you know, you can create your opt in pages, you could sort of give away something, maybe you can create a dynamic coupon code for them. So once you have their name and email, you can send them a personalized coupon code, saying that, you know, here’s a 10% off. And, you know, it could be called like, save, say, Chris save 10% or Chris save 10. So that’s, that’s in your name, or it could be something else, like something which maybe it could be, you know, a cheat sheet or something like that, which is very well aligned with your physical products. And once you sort of have that email, that is where the journey begins, and then you know, you get your first sale, and then sort of follow up, you check with them, how their experience was of shopping with you. And I think, you know, it’s also very important to have that relationship going because first sale is not where the journey stops, it’s where the journey really begins. So you need to kind of sort of knock at that door again and ask them how their experience was and and then maybe even, you know, tell them that okay, this is what you bought. Now here is something which perfectly complements your purchase and you know, here here’s something else, when you have a launch happening, you know, you could just reach out to them saying that we’re launching a new product and we are you know, just informing a few people who to think who we think that you know, they would they would love it and you are reaching out to them based on what they purchased on the past. It’s not a blast email. Like it’s really based on that specific you know, you in sites that you have about them because they purchased a particular product, they’re highly likely to purchase the new launch that you have. So you could reach out that segmented list of, of customers. So I think that’s where your e commerce Store owners really nice to sort of uplevel. And, you know, rise to that and play that game, because money is really in segmentation is in automated campaigns. It’s not in blast, and go kind of campaigns. So that’s very important.

Chris Davis 10:34
Yeah, and I’m starting to see the story unfold right before my very eyes with you starting out, the first version of the plugin being sales focused, right, focused on WooCommerce, the cart experience, and you realize, wait a minute, there’s this experience that precedes the sale called Marketing. And people need to be equipped with the ability to market so to your point, somebody comes to the website, how do they offer a coupon code, which tablin, honestly, is pretty standard, I expect it kind of I will be more surprised than not, if I went to an ecommerce store today. And as I’m leaving, I didn’t see a pop up that said, 10% off or something, you’re 10% off your first purchase. I actually look for those things now. And if I go to the website, and it comes up, and I exit it, because I don’t know if I want to buy it. And then I figure out, oh, wait a minute, I want to buy from them. I’ll open the same website in an incognito sort of retrigger. That coupon code. But this is this is again, part of the marketing side. And how you guys were able to not just focus on sales, I’m not trying to speak for you. So feel free to correct me at any time, but not just focus on the sales experience. But also understand that there’s this marketing experience that precedes the sale, that capture the email, and be able to nurture. tell me this. And what you all have seen across all the accounts in the users, what has been the most effective means of that coupon? Have you seen most people? Once they get that that email with the coupon code? They do make a purchase? Or is there some sort of nurture that you’ve seen required? What What have you guys seen? Yeah,

Tavleen Kaur 12:24
I think nurture is always required. I mean, you know, the sale never happens with the first email. So it’s, you know, it’s really interesting, when I had sort of interacted with a store, and they, they offered a coupon code. And, you know, what they said was that this coupon code only lasts for 48 hours. And it I knew was built on WooCommerce. I checked, it was way before we came in. And it was built in WooCommerce. And they said that, you know, it only lasts for 48 hours. And I was like, Okay, this is amazing. And obviously, I did not buy in the 48 hours, because I wanted to see like it was mean very my experiment, experiment, I hadn’t actually checking what happens. So I bought it at 334 days later, and the coupon still worked, okay, because there was like, it was just a way of creating urgency, and there was actually no real technology behind it, like, you know, they had not really set up that real system, wherein it would expire after 48 hours, that’s not the case, when you’re using auto num like you can set an expiry of four hours or 72 hours and then actually use that in your, you know, in your, in your marketing urban you are reaching out to them, you can tell them that this really expanded out 32 hours, and then you know, reach out to them again, this is your last offer. And what’s interesting is that, you know, you don’t have to do it like sitewide, like you, you you, you can do that based on the items that they have in their cart, you know, what items they have in that cart, you know, you they might be making a really high value purchase, and you might want to offer them 15%, you know, go ahead and do that. And if they’re making making a low value purchases or buying a certain item in which you don’t have a really good profit margin, then you might want to just offer them 5%. So you know, you can sort of tailor that if you set the system once and then kind of forget about it, and then it just rolls and hits you keep maximizing your profits and keep maximizing your conversions along the way.

Chris Davis 14:23
Yeah, I want to highlight that feature you mentioned, auto Nami has in the expiring coupon codes. I don’t know who’s listening to this, if you’ve ever tried to effectively pull off a coupon code dynamically, meaning somebody can opt in right now then somebody can opt in three hours later. But that whatever that duration is relative to the time that they opted in, in that coupon goes away. Most people to your point to have lean, they just say hey, here’s your 24 hour coupon. You use it 36 hours later and it works. So it’s, there’s some urgency for those who are scared to test the system. But if you test the system, you realize that that it that it will break. But what you’re saying is, and I wanted to clarify an autonomy, that you guys have the ability to make that dynamic exploration code based on not just the opt in, but the actual product as well.

Tavleen Kaur 15:23
Yeah, so like, if so let’s say somebody abandons a cart, okay. And, you know, you, then you have to, you can see, you can actually set up an automation in a way that the event is the card got abandoned. And then you can set up a rule that says, if the cart item is x, and you can specify that item, you know, then create a coupon code. And that coupon code, of course, gets created in WooCommerce. To to you can fetch it, and you can even personalize it, first name, save 10 or whatever, like first name, something like that. And then you craft an email. So the next action is send email, in the email, you can use that coupon code, the personalized coupon code. And of course, when you created the coupon code, or when you were personalizing it, you also have the option to set an expiry to that coupon code. So you can get really, really targeted, you know, you can even do it based on the cart value. So if the cart value is over, let’s say $50, you know, and then you want to offer them 10% off, or if their cash value is maybe over $100, you want to offer them like 20% off. So you can actually do like set all those conditions, and do all of that because the idea is not to just offer like blind coupon codes, because that’s not what you’re doing. When people can read the system, you want to be able to personalize the experience and have a strategy behind it. So so that you’re maximizing your profits at the same time.

Chris Davis 16:51
So I have to say, I’m getting excited, I’m trying to stay level on here. But you’re you’re starting to talk about segmentation early in the process, which I love. And we’re going to just keep piecing the system together, because I don’t want our listeners to miss it. So the beginning of the journey, we start with a coupon code. And this is probably the most general that you’re ever going to be in your marketing. And the goal is to is for them to use the coupon code to get something in the cart, now that they have something in the cart, and let’s not bypass, don’t just rely on sending the coupon code, make sure that you have some nurture, just in case that they don’t take action on that first email that you know they they’ve got additional chances. Now once they add an item or items to the cart, now we can activate segmentation, because you are now different from everybody else that just kind of browse and looking around, you’ve shown interest in a product or two. So now based on the capabilities of your software, now what I can do is say, Hey, you were going to buy product A and B, they abandon it? Here, here’s the offer, would you say offer for now, it could be anything based on the contents or the value of the cart? So no longer is it just this global? Hey, 50% Off 20% Off 5% Off. It’s very individualized to what experience they have per their cart items. Right? Yes. So when you do that, I would imagine you see higher conversions of abandoned cart.

Tavleen Kaur 18:30
Yes, yes, of course, the recovery rates are way better. And especially like when you kind of don’t stop at one email. So our users are seeing tremendous cart recovery dates, when they are sending about three emails, like three emails are working like wonders, you know, collectively, and also like, obviously, so if the if they made the purchase, because of the first email, the second email will automatically not go. So it’s a smart system, you know, you create your automation with three emails. But if the purchase gets made at any step, the next email will not go. So and it’s all it’s all like built in, you know, you don’t need a separate module for it. You don’t need any debate integration, none of that, like it’s all very built. And because it communicates very deeply with WooCommerce. You know, it’s able to so we are able to do that, you know, that’s the only reason because we all Nami really understands WooCommerce very, very deeply.

Chris Davis 19:28
Yeah, it’s talking to WooCommerce using is passing the WooCommerce what it needs and it’s retrieving from WooCommerce to give you the capabilities to send emails, create those expiring coupon codes, and and a lot to me, let’s pause for a second here. And I want to shine the spotlight on auto Nami real quick. What are some of the main features that auto Nami adds to WooCommerce in In the realm of automation, that have been the most widely received and responsible for a lot of the success of your users.

Tavleen Kaur 20:09
Sure, to start with contacts, you know, if you look at the contacts in any of the other, you know, CRMs, you would not get those that like, such deep insights about every contact. So sure, not only, you know, can you see that average order value, the last products they purchased, you know, the number of orders, they placed, the tool revenue you’ve generated from them, but also, what funnels they entered, you know, what funnels, they interacted with, you know, what sort of what was their whole journey, like, you know, it just puts it, every puts everything out in front of you, for you to sort of, you know, connect the dots and really see that contact, get complete 360 degree view about that person, you can even, you know, send the message. And if there’s something that, you know, maybe there is, you want to just speak to them directly, you can just send a message from there itself from the Contacts tab. So, that’s, that’s one, then when it comes to broadcast, again, the kind of segmentation possibilities that exist here that you can reach out to people based on, you know, the fact whether their average order value was over, let’s say, $300, or, you know, below $300, and so on. So you can reach out to them based on, you know, where they are, like, he does store coupons, or segments. And, and reach out to those people based on the items they purchase. So everybody who, let’s say, purchased a ring light, you know, you put them together in one cohort, and then maybe you want to reach out to them with some educational email or something, you can just, you know, say, Okay, this is how you set up a ring light, or, you know, here, we’ve got a new, a stand for ring light, or whatever cover that protects your ring light. So, you know, especially for, for people who have bought in before bought this ring light before from you, so you could reach out to them. So segmentation possibilities, again, those are, those are huge, and you know, they are completely game changing. Then, in terms of automation, like you said, some of the most popular automation that people are using are abandoned car automation, rule based abandoned car automation, like I said, you know, these are not general abandon cart emails, but based on that cart value based on that cart items and all of that, then there is post purchase, follow up. So, you know, if you bought a certain thing, and you need to be educated about that product, then, you know, you can set an automation, which kind of goes like, Okay, so the event is an order was created, and then you know, and then you can set a rule, if the item in the order was, let’s say, an electric brush, then you know, we can have that, then send email based on that. So you have an education, email, particularly for that item. So you can do that that’s a post purchase, follow up, or you have an upsell to make, or a cross sell or something to recommend, then, you know, so your email is very aware, when you are then writing an email, then you’re very, very aware of who you are reaching out to when you know of why your language, you can tweak your language because again, this is not, you know, it’s not a mass email or something. And it’s a very, very specific email being sent out to a specific audience. So that’s what you could do suppose purchases is, you know, it’s a big, big one over there. Then there’s also wind back wind back is a group of people who have, you know, who were active, but they haven’t made a purchase in the last, and you can define that time period, three months, six months, so you’re in the last three months, they haven’t made a purchase. So you can reach out to that specific group and tell them, you know, ask them what’s happening, where have you been? You know, and kind of maybe, maybe give them an offer, just say that, you know, here, we’ve been waiting for you. And, you know, you’ll see we’ve learned some new products, you’d love them use your coupon code. So just a specific, you know, win back campaign. So those are the kinds of things which, you know, which are really clicking and which people are loving. Yeah,

Chris Davis 24:20
yeah. And it makes sense. I teach people all the time, digital marketers, specifically that events create segments. And in E commerce, there’s two main events that are always taking place. There’s cart events, and then there’s email events, you know, and every time that event happens, segments are created. Did they open the email? Did they not? Did they click the email? Did they add the item to the cart? Did they abandon did they check out? And once you start to realize, though, those are two main events, there’s so many cases that come out of combos, oh, they opened this didn’t click this, but purchase this. To do this manually and keep up with these segments is, it’s impossible. So when you have a system that can do that type of intelligence for you, and say, Hey, grab the people who have clicked an email in the last 30 days and purchased this toothbrush, right or haven’t purchased this toothbrush, you know, and now you can start to craft if you have to sit down what I what I love about automation is that it makes it will help you get the best usage out of your time. If I sit down and have an hour to write three emails, I can go into the system and see if I’m going to write three emails, which segment has the highest probability of actually converting from those emails instead of just sitting down blindly writing Hey, buy this buy now? You know, yeah.

Tavleen Kaur 25:56
Via which will have the most impact?

Chris Davis 25:59
Yes, yes, absolutely. So thank you for that. I just want people to understand WooCommerce itself just just does your basic Add to Cart Checkout, and maybe deliver invoice email. When you couple it with your platform, you add landing pages and customized checkout pages, order bumps, and all of those things to increase the conversion of your checkout. But then with auto Nami, you now have the ability to market to the segment’s in a dynamic personalized way. So at this point, we’ve got we’re talking about the basic system, all ecommerce users need, you have the the coupon, the coupon can be delivered the bra coupon when someone comes to your website, exit intent time, pop up, whatever the case may be, or some other freebies that you mentioned, to get them to, to nurture them, get them to add a product to the cart, once they’re in the cart, now we’ve got our first, our first piece of segmentation where we can send them messaging or offers based on what was in their cart, and that they abandoned. Now that’s been effective. You said two to three emails for the abandoned cart has been working really well. They say, Wow, this is really good. I really need that toothbrush, I really need that ring light. They make the purchase most people and you alluded to this in the very beginning, most people are like, yes, game over, I finally have a customer. But what you’re saying is that’s actually the beginning. So now you talked about that product onboarding series. After they’ve purchased the ring light, let’s stick with the ring light, they purchased a ring light, I’m gone through the sequence that shows them how to use the ring light? How how, what are some other things that ecommerce users need to be doing to increase the value of that customer?

Tavleen Kaur 27:55
Yeah, so yeah, just before that, I just want to quickly say that, you know, autonomy integrates with all the popular WordPress Form Builder plugins, like WP forms, elemental forms, Gravity Forms ninja forms. So which basically means that, you know, when you build your form, like I was, we, like we have, you know, a user who sells skincare products, and his, he’s got a small, small store. But um, you know, we’re really proud of him as a company, because he’s doing really well, you know, he’s really scaled up his automations with autonomy. And, you know, an interesting thing that, you know, he kind of does is that he’s got this form where he asked them, like, what is your number ones can trouble skin, you know, skincare, trouble and then you know, kind of get there are like, three, four options, and then they choose from it, like it’s acne, or it’s pigmentation or whatever. And they choose it. And then, you know, they kind of submitted, and now he has their name, their email, and the number one thing that’s bothering them, so then he reaches out to them with an email saying, well, here is your cure to pigmentation or yeah, this is how you get rid of the acne issue. So it’s really, really targeted and he gets like crazy conversion rate on that one hack alone. So yeah, so that’s, that’s one thing that you know, I wanted to say and that also, like, you know, what you were saying that really helps build that trust because people want to come back to a store again and again, because you know, they feel that this store gets me this business again. So that really is important. Like that really sets you apart from every other store owner out there who’s also selling skincare products. That’s that’s what you need.

Chris Davis 29:34
So I’m so glad you called that out to Tavleen because now what we can do is revisit the system that we’ve been talking about. And this is a strong alternative to a entry point coupon is to have some form of entry point questionnaire quiz. The right format they can fill out Yeah, and give you information so you can start the segmentation earlier.

Tavleen Kaur 29:58
Yeah, I mean, in Imagine like you are, you don’t you’re not, you know, you’ve not created a Facebook ad that says, buy this thing which cures, you know, acne problems. But you have a, you have a Facebook ad that says, hey, listen, you know, what is it that’s really bothering you, you know, fill up, tick, take a short quiz and we will tell you exactly what you need. That’s what you’re saying. And then you’re then the user who’s never who’s never heard of your store’s name kind of feels intrigued and wants to find out, okay, what what do you have to offer? Let’s look at it all right, you know, and that’s instant gratification. And then you sort of take the relationship over on the email, because which is where from, which is where the sale really happens, you know, the Facebook ad just kind of pulls people into the sale really happened from email. So that is, you know, when I mean, I think I could not really elaborate, but that’s one opportunity that I feel that ecommerce store owners are really missing out on, it’s too much of buy buy from me buy from me, you know, it just needs to kind of get conversational. So that will be really big. For you, that will be really a game changer for ecommerce store owners who adopt that system.

Chris Davis 31:04
Love it. Love it. All right, so great. We’re post purchase, we’ve got the follow up going. Maybe there’s other products that are related, maybe there’s not what what are some of the ways that you’ve seen either store owners get people to come back and buy the same product, you know, whether it’s a subscription, or just, you know, timely emails, hey, it’s time for refill, or cross sale. Other products.

Tavleen Kaur 31:38
Yes, so of course, you can do that over, you can do the emails. So again, you can have the automation so like, you know, there’s a product x, which means there’s a cream or something which you know that after 30 days, people need the replenishment or there’s a supplement pack, which you know that people need to replenish replenishment after 30 days. So again, you can set set up that simple automation that, you know, wait for 3030 days, you can set that wait period, and after that you can send like, again, a series of two or three emails saying that, you know, you bought you bought it from us, and it’s probably about to finish or you are, we don’t want you to be sort of left stranded when it’s over. So we’re reminding you very timely, that this is your time to go ahead and get it. So that’s what one thing that you want to do. And you talked about increasing the value of the purchase, you talked about increasing the order value. So for that, you know, one can use order bump and one click upsells, which I have post purchase upsells. So that is one really solid way to increase the average order value of a store. Because what you’re then doing is, you know, something as simple as somebody is buying a pair of socks, and you just want to increase their average order value. So an order bump could be like, another pair of socks at 50%, or for a 10% or something, I mean, something which is lucrative, there could be a cross sell that. So one thing that really is sticking in the E commerce space right now is, you know, are those BOGO offers, you know, buy one get one free, so I want to get another one at 50% on for our discount. So that kind of really works, because they’ve already chosen what they wanted, you know, they’re already browsing the chosen what they want. And now you’re making a very relevant trust and offer, you know, something that you know, really perfectly complements their purchase. So, an order bump is, is an element on the checkout page. That one, when a user just checks the box, it gets added to their, to their, to their cart, and then they can complete the purchase. post purchase. Upsells on the other hand are after the purchase is complete. So after the payment has been deducted, the card gets tokenized. And that’s when, you know we make them like a series of offers upsell down sell offers. And they can accept whatever they want and, and move along. So again, here also, this is all rule based, you know, you do it based on what they bought, what their order total was, and so on like you again, you don’t have to do it blindly. Because again, for ecommerce stores, you know, one click upsells can’t be done blindly, because they tend to have a lot of products. So you could again, do it based on their order based on the items in their order. And you could take it from there. So that’s really solid strategy to increase their average order value.

Chris Davis 34:42
I got it. I got it. I appreciate that. And I guess the big takeaway that I’m hearing is that you need a system. If you’re an e commerce Store owner, you need a system that’s tracking the activity from products at Add to the cart products abandoned, and products purchased. And the system needs to be able to provide this information to you in a way that you can create segments in market to them market the right product, market the right products to them. Tell me this. I know it’s it’s, in the past, when I’ve helped ecommerce owners, one of the big pieces that we’ve done is when someone stops engaging in with an email, or hasn’t purchased in a while, are those things that we can easily see in an autonomy when it comes to creating a segment to say, hey, somebody who hasn’t opened an email in 30 days, 60 days? Are those segments that are or I should say, segmenting criteria that you would have access to?

Tavleen Kaur 35:46
Yeah, so we have something called engagement, one that’s like, Oh, that’s a way of segmentation. And you can check their engagement, what their last open, you know, when did they last open? When did they last click, so you can actually reach out to them based on that as well. So if they’ve not opened your email in the last 40 days or something, you know, you can reach out to them their last order place date, even based on that, you know, they did not place an order in the last, you know, 15 days or whatever. So you can you can reach out to them based on that. So that’s the engagement segment that we have for you to sort of reach out to your customers based on.

Chris Davis 36:30
Great, great. So I’ve got probably a abnormal question for you here. Giving the capabilities of autonomy and your the Woofunnels platform in general. Have you had people actually use your platform that don’t use WooCommerce? But use it for the funnels and selling products? And more, so maybe they they’re not as big? Let me say it like this, I don’t want to say not selling products, but not selling physical products? Do you have users in your community that use funnels and autonomy to sell, let’s say a course or some form of digital asset?

Tavleen Kaur 37:17
Yeah, so I just like to say here that WooCommerce, so our plugins are built on like our for WooCommerce. Like you. So having you’re using WooCommerce is, is a prerequisite like you need to use WooCommerce. Because that’s where that’s the transaction engineer, that’s how you collect your payments, like on top of WordPress. Now, we Yes, of course, we have customers who don’t just us who don’t just sell physical products, they also sell, but they sell courses. And there’s also this new breed which is emerging, which sells physical products as well, courses. And this is like this is my favorite like. So we have, you know, we like we have a user who, who runs a cooking, you know, she teaches a traditional cooking, you know, she teaches people how to how to cook traditional means and all of that. And, and it’s so interesting, like she’s got like courses on it, short courses, she’s got a membership site that you can access. And, you know, she kind of has a Completer repository, that custom videos where she teaches all of that, and you can access it at a $7 monthly kind of thing, or something that she has some cost there. And then she also sells physical products, which are like, you know, branded T shirts, and aprons for kids, some books, physical books, and all of that. So there’s everything like, you know, there’s course there’s membership, there’s physical products, and that’s, that’s their way to maximize their revenue. Because it’s the same people who are buying, you know, all of that you’re creating more opportunities to sell actually. And, you know, that’s where it really gets interesting. So, yes, we do have course creators, and I think that, you know, even cause creators can use automations, like brilliantly and, you know, if you’re using LearnDash, which is an LMS built on top of WordPress, you’re using that plugin, you know, there’s so much that you can do, right from offering a free course on LearnDash. Like, you know, so let’s say you fill out a form, and you give your name and email in you sign up for my free course on, on how to increase your freelancing rates, you know, let’s say that’s my free course. And you can sign up and I can auto enroll you into my lone dash course, you know, so there’s an automation that I can set up that if Chris is, you know, has, he’s filled up this form and he wants to enroll in my free course. And I need to make him a WordPress user, then I need to enroll him in my free course, and you can consume that content. And once that course is over, like what so again, the next event is that courses completed, then I can send you in a series of emails to pitch my Patreon about to finish my paid course. And again, like all of this is happening, while I’m, you know, as a course creator, I’m just sitting and relaxing. And all of this is happening because I’ve just set up the system once. So that’s something which you know, which course creators can do, then you again, the course pages can also offer a coupon code, you know, for that paid product, that’s since you’ve completed our free course. And, you know, this is what you qualify for discount on my paid program and a very special price, I will offer you my paid product, and you kind of get them a link and let them buy. So that that completes their whole journey, you start from a free course, they learn about you as a creator, they learn about your education style, you know, they get it, they, you know, they like it, they go ahead and invest in you in your product. And if they don’t like it, that’s okay, too, because you don’t even want angry customers. So that’s fine, like you have not, you’re not doing anyone you have kind of created a really nice system, where people, you know, kind of just going from one step to the next. So that could be a great way to go about it as well.

Chris Davis 41:08
Yeah, and I think the key here is that with WooCommerce, as the engine, whatever WooCommerce integrates with can now be powered in supplemented with auto Nami. Right. And because LearnDash and WooCommerce can integrate out of Nami can integrate with WooCommerce, you get this marketing automation experience, all within WooCommerce. Based on what your platform is providing in terms of landing page, maybe you want to create a custom landing page for that free course. So when they check out their create, as user get their, their, their login credentials, and everything, so Wow. So I know it was a lot, hopefully, it didn’t overwhelm you all the goal here was to expose you to these software solutions that are out here, because a lot of people, they don’t know how to look with the technical i A lot of people maybe would never be able to have a conversation with you, you know, to learn more about your platform. So thank you for coming on. And giving our listeners that that opportunity to have lean if people want to find out more about funnels or autonomy. Where should they go?

Tavleen Kaur 42:22
Oh, yeah. So buildwoofunnels.com, that’s the website. So you can go on that. And under the products, we’ve got the funnel builder, which helps you create your sales funnels, right from your opt in page to do sales page checkout, order bump, one, click upsells, thank you page, the whole entire like the entire funnel, starts our funnel builder. And then there is orange army, which is our WordPress Marketing Automation Engine, which is where you can use this tool to create your automated campaigns send your broadcast campaigns to different segments then, and do it via email and SMS. So we also integrate with Twilio SMS. So you can even reach out to people where they are, you know, on whatever device they prefer. So even SMS is there. So that’s, that’s where, so check out Bill blue funds.com. Also, I have a lot of videos on YouTube. So again, YouTube Billu funnels. So that is where you find a lot of tutorials on abandoned cart automation, post purchase, follow up win back campaigns, then this form automation that I was talking about all of that, so we’ve got lots of helpful videos there.

Chris Davis 43:35
Great. Let’s buildwoofunnels.com. And at the time of recording, it looks like you just launched a new funnel builder, funnel builder, 2.0. I see on the website. So constant development, we love to see that from founders to make sure that they’re not just putting software out there and saying, Hey, this is what you get. always improving, always responding. So thank you so much, again, to have lien for jumping on and giving our listeners more insight about your platform. And hopefully it is a solution that they’ve been looking for. And now they can go utilize it and see their sales increasing, as well as their marketing efficiency.

Tavleen Kaur 44:17
Yes, yes, it was. It was pleasure. I was I really thoroughly enjoyed it. I was a bit nervous in the beginning. You know, because I could see that you were so excited about it. So I was like, All right, this is exciting. So yes, I’m so happy that we could we could talk and I really hope that people do get value out of it.

Chris Davis 44:36
Yes, yes. If you are a WooCommerce user, I highly recommend at a minimum going to buildwoofunnels.com get started and just try it out. Try it out. You’ve heard tavleen I’ve tried to ask the questions that would help expose the features and capabilities that Perhaps you’ve been looking for and struggling with. So it doesn’t hurt to give it a try. I’m pretty sure your support is responsive. Sounds like there’s a lot of satisfied users. So again, Tavleen, thank you so much for coming on and and letting us know more about your software. All of the show notes will have the shuttles will have the links and everything that you mentioned in order for them to get access. So appreciate it. And I’ll see you online tablet.

Tavleen Kaur 45:23
Thank you so much. Thank you. Pleasure. All right.

Chris Davis 45:27
Thank you for tuning in to this episode of The all systems go podcast. If you enjoyed it, make sure that you’re subscribed at the time of recording the all systems go podcast is free to subscribe to, and it can be found in Apple podcast, Google podcast, YouTube, or wherever you get your podcasts new episodes are released every Thursday, so make sure you’re subscribed so that you don’t miss out and while you’re at it, please leave us a five star rating and review to show some love but also to help future listeners more easily find the podcast so they can experience the value of goodness as well. We’ve compiled all resources mentioned on the podcast, as well as other resources that are extremely valuable and effective at helping you grow your marketing automation skills quickly. And you can access them all at allsystemsgopodcast.com Thanks again for listening. And until next time, I see you online. Automate responsibly, my friends

Narrator 0:00
You’re listening to the off systems go podcast, the show that teaches you everything you need to know to put your business on autopilot. Learn how to deploy automated marketing and sell systems in your business the right way with your host, the professor of automation himself and founder of automation bridge, Chris Davis.

Chris Davis 0:32
All right, welcome, everybody to another edition of the all systems go podcast. Another episode I should say we’re re invite startup founders and digital marketers to discuss strategies, and software to build automated marketing and sales systems at scale. I’m your host, Chris L. Davis, the founder of automation bridge. And on this episode, I have to have Tavleen Kaur with me she is the marketing head at woo funnels. And she co founded build woo funnels in 2018, with her husband on a mission to serve WordPress users. So yes, WordPress users, you’re in for a treat. At the time of founding the company, there weren’t any sales funnel solutions built dedicated for WordPress and WooCommerce. So their One Click Upsell solution helped increase their average order value. When I say they’re the customers of the of their software, the average order value by pitching relevant offers. Remember, this is with WooCommerce. So you WooCommerce users out there that may be struggling a bit with the system, you have a potential solution. Alright, they’ve now added a powerful automation engine called autonomy. Right? Autonomy, yes. No line of products. Right? So and the reason why because they believe that a funnel was not just a series of pages, which it is not, it’s more than that. It goes beyond that post purchase, follow up abandoned cart workflows, went back campaigns, broadcasts, emails and SMS, you name it. It’s in the system dedicated to WordPress users. Tavleen. Welcome to the podcast. How are you doing? I’m good. Thank you. I have a very warm welcome. I’m really happy to be here. Yes, yes. And just for context, everyone, we about a month ago of recording this podcast, maybe two months time is flying. We featured in our marketing automation reports. These are monthly reports that we put out there to educate the space on tools that they should be looking at our be considering for building out their systems. And your platform was one of them that we were pleasantly surprised with that handled everything for WooCommerce. When you want it to go beyond the built in checkout experience, you had a check order bombs, and you can customize the checkout pages. And then the bonus was I say, wait a minute, they’ve got built in marketing automation. So that’s what brought our paths together. So to have Tavleen, give us a little bit I know we talked about in the intro, how you founded the company and and the purpose behind that. But take us a few steps before that. What led up to you creating this software? Did you have a history of creating software? Did you have just kind of like stumbled upon it? How did you get to this point?

Tavleen Kaur 3:23
Wow. Okay. So that’s a long story. But what happened was, in 2017, I was doing something else I was so basically, I’m a journalist, I, you know, I was reviewing cars like that is that is what I was doing. And my husband came to me and he said, you know, he’s got some idea for creating seven triggers. And I was like, what triggers is he talking about, I just didn’t get it. And so I thought maybe he wants me to put together a blog post or something, but turned out that he wanted us to actually build a software and he wanted to write wanted me to write marketing copy for it, and also kind of, you know, be like, marketed and make some video presentations, and then tell people how it works. And also, this was our first plugin built on top of WooCommerce. You know, that was just our, that was our starting point. And, you know, it still says, But you know, it’s no longer that important for us, you know, how you move on, and then you kind of create more mature products. And that’s how the journey kind of goes on. So because, like, right now I look back on the most immature things that we did, but then it really helped us get a start in the plugin space. And, you know, that kind of put us on that the WordPress ecosystem. And you know, before that, it was a different story. I was in a different industry and you know, my husband was actually in the service on the service side of things. So helping people build, you know, web applications, websites and all that. So that’s the kind of thing that you know he was into but

Tavleen Kaur 5:00
that kind of helped us get a head start. And then 2018 was the time when we actually launched one click upsells, which is again, you know, because we were serving a lot of WooCommerce store owners by creating custom solutions for them. And by creating custom checkout experiences for them, which were conversion optimized. And that time, you know, he was actually struck by this idea, or why not, you know, create a plugin, which can help them build checkout pages, which can help them build the One Click Upsell, you know, pages, without having to rely on any of the custom services. So that is where it all really started from and, and then, you know, since then there has been no looking back. So we created our One Click Upsell solution, there was one product which was there at the time, which was doing one Click Upsell is very, very basic, like there was no rule engine, you know, there were no templates, nothing like was very bare basic kind of a basic form. So we kind of went in really deep and engineered a solution, which was very, very close to literally like hiring a developer and getting a custom service done for you. So that’s, that’s where it all started from.

Chris Davis 6:12
Yeah, a lot of founders have a similar start where they were doing a certain thing, that custom solution for themselves or their clients, and then decided to take this take the software route, to leverage and scale that, right. So we see that at play here. And what I want to use this podcast to talk about is the outcome of using a platform like yours, and how to how to build an automation system that every ecommerce seller needs. Okay, I’m all about foundations. So I’ve got a podcast episode that it’s called the significant six. And it essentially outlines the foundational systems that every business needs in order to be successful in automating your business online. So I know you’ve seen so many e commerce stores, so many e commerce users and owners. So you have seen the consistency in what every single store every single store what system they need. So I wanted to give you the floor, just walk us through what are the components of that system? And how does it work?

Tavleen Kaur 7:32
Sure, wow. When it comes to e commerce, I am literally surprised to see that, you know, the e commerce Store owners, like genuinely feel that lead generation is not for them, you know, people will come and they will browse and they will buy. But you know, like, you’re not Amazon, you’re not one of the big, you know, the big stores. So it doesn’t work like that, like we are obviously dealing with, you know, small business owners, small store owners was still trying to build their brand. And so people don’t just come in buy like that. And you know that lead generation is something which is very underestimated, it’s something which is under play, like, it’s very hard to convince ecommerce store owners to kind of, you know, start generating leads, and then stop marketing to them. So that’s very important, and which is where, you know, we could come in, so with a funnel builder, like, you know, you can create your opt in pages, you could sort of give away something, maybe you can create a dynamic coupon code for them. So once you have their name and email, you can send them a personalized coupon code, saying that, you know, here’s a 10% off. And, you know, it could be called like, save, say, Chris save 10% or Chris save 10. So that’s, that’s in your name, or it could be something else, like something which maybe it could be, you know, a cheat sheet or something like that, which is very well aligned with your physical products. And once you sort of have that email, that is where the journey begins, and then you know, you get your first sale, and then sort of follow up, you check with them, how their experience was of shopping with you. And I think, you know, it’s also very important to have that relationship going because first sale is not where the journey stops, it’s where the journey really begins. So you need to kind of sort of knock at that door again and ask them how their experience was and and then maybe even, you know, tell them that okay, this is what you bought. Now here is something which perfectly complements your purchase and you know, here here’s something else, when you have a launch happening, you know, you could just reach out to them saying that we’re launching a new product and we are you know, just informing a few people who to think who we think that you know, they would they would love it and you are reaching out to them based on what they purchased on the past. It’s not a blast email. Like it’s really based on that specific you know, you in sites that you have about them because they purchased a particular product, they’re highly likely to purchase the new launch that you have. So you could reach out that segmented list of, of customers. So I think that’s where your e commerce Store owners really nice to sort of uplevel. And, you know, rise to that and play that game, because money is really in segmentation is in automated campaigns. It’s not in blast, and go kind of campaigns. So that’s very important.

Chris Davis 10:34
Yeah, and I’m starting to see the story unfold right before my very eyes with you starting out, the first version of the plugin being sales focused, right, focused on WooCommerce, the cart experience, and you realize, wait a minute, there’s this experience that precedes the sale called Marketing. And people need to be equipped with the ability to market so to your point, somebody comes to the website, how do they offer a coupon code, which tablin, honestly, is pretty standard, I expect it kind of I will be more surprised than not, if I went to an ecommerce store today. And as I’m leaving, I didn’t see a pop up that said, 10% off or something, you’re 10% off your first purchase. I actually look for those things now. And if I go to the website, and it comes up, and I exit it, because I don’t know if I want to buy it. And then I figure out, oh, wait a minute, I want to buy from them. I’ll open the same website in an incognito sort of retrigger. That coupon code. But this is this is again, part of the marketing side. And how you guys were able to not just focus on sales, I’m not trying to speak for you. So feel free to correct me at any time, but not just focus on the sales experience. But also understand that there’s this marketing experience that precedes the sale, that capture the email, and be able to nurture. tell me this. And what you all have seen across all the accounts in the users, what has been the most effective means of that coupon? Have you seen most people? Once they get that that email with the coupon code? They do make a purchase? Or is there some sort of nurture that you’ve seen required? What What have you guys seen? Yeah,

Tavleen Kaur 12:24
I think nurture is always required. I mean, you know, the sale never happens with the first email. So it’s, you know, it’s really interesting, when I had sort of interacted with a store, and they, they offered a coupon code. And, you know, what they said was that this coupon code only lasts for 48 hours. And it I knew was built on WooCommerce. I checked, it was way before we came in. And it was built in WooCommerce. And they said that, you know, it only lasts for 48 hours. And I was like, Okay, this is amazing. And obviously, I did not buy in the 48 hours, because I wanted to see like it was mean very my experiment, experiment, I hadn’t actually checking what happens. So I bought it at 334 days later, and the coupon still worked, okay, because there was like, it was just a way of creating urgency, and there was actually no real technology behind it, like, you know, they had not really set up that real system, wherein it would expire after 48 hours, that’s not the case, when you’re using auto num like you can set an expiry of four hours or 72 hours and then actually use that in your, you know, in your, in your marketing urban you are reaching out to them, you can tell them that this really expanded out 32 hours, and then you know, reach out to them again, this is your last offer. And what’s interesting is that, you know, you don’t have to do it like sitewide, like you, you you, you can do that based on the items that they have in their cart, you know, what items they have in that cart, you know, you they might be making a really high value purchase, and you might want to offer them 15%, you know, go ahead and do that. And if they’re making making a low value purchases or buying a certain item in which you don’t have a really good profit margin, then you might want to just offer them 5%. So you know, you can sort of tailor that if you set the system once and then kind of forget about it, and then it just rolls and hits you keep maximizing your profits and keep maximizing your conversions along the way.

Chris Davis 14:23
Yeah, I want to highlight that feature you mentioned, auto Nami has in the expiring coupon codes. I don’t know who’s listening to this, if you’ve ever tried to effectively pull off a coupon code dynamically, meaning somebody can opt in right now then somebody can opt in three hours later. But that whatever that duration is relative to the time that they opted in, in that coupon goes away. Most people to your point to have lean, they just say hey, here’s your 24 hour coupon. You use it 36 hours later and it works. So it’s, there’s some urgency for those who are scared to test the system. But if you test the system, you realize that that it that it will break. But what you’re saying is, and I wanted to clarify an autonomy, that you guys have the ability to make that dynamic exploration code based on not just the opt in, but the actual product as well.

Tavleen Kaur 15:23
Yeah, so like, if so let’s say somebody abandons a cart, okay. And, you know, you, then you have to, you can see, you can actually set up an automation in a way that the event is the card got abandoned. And then you can set up a rule that says, if the cart item is x, and you can specify that item, you know, then create a coupon code. And that coupon code, of course, gets created in WooCommerce. To to you can fetch it, and you can even personalize it, first name, save 10 or whatever, like first name, something like that. And then you craft an email. So the next action is send email, in the email, you can use that coupon code, the personalized coupon code. And of course, when you created the coupon code, or when you were personalizing it, you also have the option to set an expiry to that coupon code. So you can get really, really targeted, you know, you can even do it based on the cart value. So if the cart value is over, let’s say $50, you know, and then you want to offer them 10% off, or if their cash value is maybe over $100, you want to offer them like 20% off. So you can actually do like set all those conditions, and do all of that because the idea is not to just offer like blind coupon codes, because that’s not what you’re doing. When people can read the system, you want to be able to personalize the experience and have a strategy behind it. So so that you’re maximizing your profits at the same time.

Chris Davis 16:51
So I have to say, I’m getting excited, I’m trying to stay level on here. But you’re you’re starting to talk about segmentation early in the process, which I love. And we’re going to just keep piecing the system together, because I don’t want our listeners to miss it. So the beginning of the journey, we start with a coupon code. And this is probably the most general that you’re ever going to be in your marketing. And the goal is to is for them to use the coupon code to get something in the cart, now that they have something in the cart, and let’s not bypass, don’t just rely on sending the coupon code, make sure that you have some nurture, just in case that they don’t take action on that first email that you know they they’ve got additional chances. Now once they add an item or items to the cart, now we can activate segmentation, because you are now different from everybody else that just kind of browse and looking around, you’ve shown interest in a product or two. So now based on the capabilities of your software, now what I can do is say, Hey, you were going to buy product A and B, they abandon it? Here, here’s the offer, would you say offer for now, it could be anything based on the contents or the value of the cart? So no longer is it just this global? Hey, 50% Off 20% Off 5% Off. It’s very individualized to what experience they have per their cart items. Right? Yes. So when you do that, I would imagine you see higher conversions of abandoned cart.

Tavleen Kaur 18:30
Yes, yes, of course, the recovery rates are way better. And especially like when you kind of don’t stop at one email. So our users are seeing tremendous cart recovery dates, when they are sending about three emails, like three emails are working like wonders, you know, collectively, and also like, obviously, so if the if they made the purchase, because of the first email, the second email will automatically not go. So it’s a smart system, you know, you create your automation with three emails. But if the purchase gets made at any step, the next email will not go. So and it’s all it’s all like built in, you know, you don’t need a separate module for it. You don’t need any debate integration, none of that, like it’s all very built. And because it communicates very deeply with WooCommerce. You know, it’s able to so we are able to do that, you know, that’s the only reason because we all Nami really understands WooCommerce very, very deeply.

Chris Davis 19:28
Yeah, it’s talking to WooCommerce using is passing the WooCommerce what it needs and it’s retrieving from WooCommerce to give you the capabilities to send emails, create those expiring coupon codes, and and a lot to me, let’s pause for a second here. And I want to shine the spotlight on auto Nami real quick. What are some of the main features that auto Nami adds to WooCommerce in In the realm of automation, that have been the most widely received and responsible for a lot of the success of your users.

Tavleen Kaur 20:09
Sure, to start with contacts, you know, if you look at the contacts in any of the other, you know, CRMs, you would not get those that like, such deep insights about every contact. So sure, not only, you know, can you see that average order value, the last products they purchased, you know, the number of orders, they placed, the tool revenue you’ve generated from them, but also, what funnels they entered, you know, what funnels, they interacted with, you know, what sort of what was their whole journey, like, you know, it just puts it, every puts everything out in front of you, for you to sort of, you know, connect the dots and really see that contact, get complete 360 degree view about that person, you can even, you know, send the message. And if there’s something that, you know, maybe there is, you want to just speak to them directly, you can just send a message from there itself from the Contacts tab. So, that’s, that’s one, then when it comes to broadcast, again, the kind of segmentation possibilities that exist here that you can reach out to people based on, you know, the fact whether their average order value was over, let’s say, $300, or, you know, below $300, and so on. So you can reach out to them based on, you know, where they are, like, he does store coupons, or segments. And, and reach out to those people based on the items they purchase. So everybody who, let’s say, purchased a ring light, you know, you put them together in one cohort, and then maybe you want to reach out to them with some educational email or something, you can just, you know, say, Okay, this is how you set up a ring light, or, you know, here, we’ve got a new, a stand for ring light, or whatever cover that protects your ring light. So, you know, especially for, for people who have bought in before bought this ring light before from you, so you could reach out to them. So segmentation possibilities, again, those are, those are huge, and you know, they are completely game changing. Then, in terms of automation, like you said, some of the most popular automation that people are using are abandoned car automation, rule based abandoned car automation, like I said, you know, these are not general abandon cart emails, but based on that cart value based on that cart items and all of that, then there is post purchase, follow up. So, you know, if you bought a certain thing, and you need to be educated about that product, then, you know, you can set an automation, which kind of goes like, Okay, so the event is an order was created, and then you know, and then you can set a rule, if the item in the order was, let’s say, an electric brush, then you know, we can have that, then send email based on that. So you have an education, email, particularly for that item. So you can do that that’s a post purchase, follow up, or you have an upsell to make, or a cross sell or something to recommend, then, you know, so your email is very aware, when you are then writing an email, then you’re very, very aware of who you are reaching out to when you know of why your language, you can tweak your language because again, this is not, you know, it’s not a mass email or something. And it’s a very, very specific email being sent out to a specific audience. So that’s what you could do suppose purchases is, you know, it’s a big, big one over there. Then there’s also wind back wind back is a group of people who have, you know, who were active, but they haven’t made a purchase in the last, and you can define that time period, three months, six months, so you’re in the last three months, they haven’t made a purchase. So you can reach out to that specific group and tell them, you know, ask them what’s happening, where have you been? You know, and kind of maybe, maybe give them an offer, just say that, you know, here, we’ve been waiting for you. And, you know, you’ll see we’ve learned some new products, you’d love them use your coupon code. So just a specific, you know, win back campaign. So those are the kinds of things which, you know, which are really clicking and which people are loving. Yeah,

Chris Davis 24:20
yeah. And it makes sense. I teach people all the time, digital marketers, specifically that events create segments. And in E commerce, there’s two main events that are always taking place. There’s cart events, and then there’s email events, you know, and every time that event happens, segments are created. Did they open the email? Did they not? Did they click the email? Did they add the item to the cart? Did they abandon did they check out? And once you start to realize, though, those are two main events, there’s so many cases that come out of combos, oh, they opened this didn’t click this, but purchase this. To do this manually and keep up with these segments is, it’s impossible. So when you have a system that can do that type of intelligence for you, and say, Hey, grab the people who have clicked an email in the last 30 days and purchased this toothbrush, right or haven’t purchased this toothbrush, you know, and now you can start to craft if you have to sit down what I what I love about automation is that it makes it will help you get the best usage out of your time. If I sit down and have an hour to write three emails, I can go into the system and see if I’m going to write three emails, which segment has the highest probability of actually converting from those emails instead of just sitting down blindly writing Hey, buy this buy now? You know, yeah.

Tavleen Kaur 25:56
Via which will have the most impact?

Chris Davis 25:59
Yes, yes, absolutely. So thank you for that. I just want people to understand WooCommerce itself just just does your basic Add to Cart Checkout, and maybe deliver invoice email. When you couple it with your platform, you add landing pages and customized checkout pages, order bumps, and all of those things to increase the conversion of your checkout. But then with auto Nami, you now have the ability to market to the segment’s in a dynamic personalized way. So at this point, we’ve got we’re talking about the basic system, all ecommerce users need, you have the the coupon, the coupon can be delivered the bra coupon when someone comes to your website, exit intent time, pop up, whatever the case may be, or some other freebies that you mentioned, to get them to, to nurture them, get them to add a product to the cart, once they’re in the cart, now we’ve got our first, our first piece of segmentation where we can send them messaging or offers based on what was in their cart, and that they abandoned. Now that’s been effective. You said two to three emails for the abandoned cart has been working really well. They say, Wow, this is really good. I really need that toothbrush, I really need that ring light. They make the purchase most people and you alluded to this in the very beginning, most people are like, yes, game over, I finally have a customer. But what you’re saying is that’s actually the beginning. So now you talked about that product onboarding series. After they’ve purchased the ring light, let’s stick with the ring light, they purchased a ring light, I’m gone through the sequence that shows them how to use the ring light? How how, what are some other things that ecommerce users need to be doing to increase the value of that customer?

Tavleen Kaur 27:55
Yeah, so yeah, just before that, I just want to quickly say that, you know, autonomy integrates with all the popular WordPress Form Builder plugins, like WP forms, elemental forms, Gravity Forms ninja forms. So which basically means that, you know, when you build your form, like I was, we, like we have, you know, a user who sells skincare products, and his, he’s got a small, small store. But um, you know, we’re really proud of him as a company, because he’s doing really well, you know, he’s really scaled up his automations with autonomy. And, you know, an interesting thing that, you know, he kind of does is that he’s got this form where he asked them, like, what is your number ones can trouble skin, you know, skincare, trouble and then you know, kind of get there are like, three, four options, and then they choose from it, like it’s acne, or it’s pigmentation or whatever. And they choose it. And then, you know, they kind of submitted, and now he has their name, their email, and the number one thing that’s bothering them, so then he reaches out to them with an email saying, well, here is your cure to pigmentation or yeah, this is how you get rid of the acne issue. So it’s really, really targeted and he gets like crazy conversion rate on that one hack alone. So yeah, so that’s, that’s one thing that you know, I wanted to say and that also, like, you know, what you were saying that really helps build that trust because people want to come back to a store again and again, because you know, they feel that this store gets me this business again. So that really is important. Like that really sets you apart from every other store owner out there who’s also selling skincare products. That’s that’s what you need.

Chris Davis 29:34
So I’m so glad you called that out to Tavleen because now what we can do is revisit the system that we’ve been talking about. And this is a strong alternative to a entry point coupon is to have some form of entry point questionnaire quiz. The right format they can fill out Yeah, and give you information so you can start the segmentation earlier.

Tavleen Kaur 29:58
Yeah, I mean, in Imagine like you are, you don’t you’re not, you know, you’ve not created a Facebook ad that says, buy this thing which cures, you know, acne problems. But you have a, you have a Facebook ad that says, hey, listen, you know, what is it that’s really bothering you, you know, fill up, tick, take a short quiz and we will tell you exactly what you need. That’s what you’re saying. And then you’re then the user who’s never who’s never heard of your store’s name kind of feels intrigued and wants to find out, okay, what what do you have to offer? Let’s look at it all right, you know, and that’s instant gratification. And then you sort of take the relationship over on the email, because which is where from, which is where the sale really happens, you know, the Facebook ad just kind of pulls people into the sale really happened from email. So that is, you know, when I mean, I think I could not really elaborate, but that’s one opportunity that I feel that ecommerce store owners are really missing out on, it’s too much of buy buy from me buy from me, you know, it just needs to kind of get conversational. So that will be really big. For you, that will be really a game changer for ecommerce store owners who adopt that system.

Chris Davis 31:04
Love it. Love it. All right, so great. We’re post purchase, we’ve got the follow up going. Maybe there’s other products that are related, maybe there’s not what what are some of the ways that you’ve seen either store owners get people to come back and buy the same product, you know, whether it’s a subscription, or just, you know, timely emails, hey, it’s time for refill, or cross sale. Other products.

Tavleen Kaur 31:38
Yes, so of course, you can do that over, you can do the emails. So again, you can have the automation so like, you know, there’s a product x, which means there’s a cream or something which you know that after 30 days, people need the replenishment or there’s a supplement pack, which you know that people need to replenish replenishment after 30 days. So again, you can set set up that simple automation that, you know, wait for 3030 days, you can set that wait period, and after that you can send like, again, a series of two or three emails saying that, you know, you bought you bought it from us, and it’s probably about to finish or you are, we don’t want you to be sort of left stranded when it’s over. So we’re reminding you very timely, that this is your time to go ahead and get it. So that’s what one thing that you want to do. And you talked about increasing the value of the purchase, you talked about increasing the order value. So for that, you know, one can use order bump and one click upsells, which I have post purchase upsells. So that is one really solid way to increase the average order value of a store. Because what you’re then doing is, you know, something as simple as somebody is buying a pair of socks, and you just want to increase their average order value. So an order bump could be like, another pair of socks at 50%, or for a 10% or something, I mean, something which is lucrative, there could be a cross sell that. So one thing that really is sticking in the E commerce space right now is, you know, are those BOGO offers, you know, buy one get one free, so I want to get another one at 50% on for our discount. So that kind of really works, because they’ve already chosen what they wanted, you know, they’re already browsing the chosen what they want. And now you’re making a very relevant trust and offer, you know, something that you know, really perfectly complements their purchase. So, an order bump is, is an element on the checkout page. That one, when a user just checks the box, it gets added to their, to their, to their cart, and then they can complete the purchase. post purchase. Upsells on the other hand are after the purchase is complete. So after the payment has been deducted, the card gets tokenized. And that’s when, you know we make them like a series of offers upsell down sell offers. And they can accept whatever they want and, and move along. So again, here also, this is all rule based, you know, you do it based on what they bought, what their order total was, and so on like you again, you don’t have to do it blindly. Because again, for ecommerce stores, you know, one click upsells can’t be done blindly, because they tend to have a lot of products. So you could again, do it based on their order based on the items in their order. And you could take it from there. So that’s really solid strategy to increase their average order value.

Chris Davis 34:42
I got it. I got it. I appreciate that. And I guess the big takeaway that I’m hearing is that you need a system. If you’re an e commerce Store owner, you need a system that’s tracking the activity from products at Add to the cart products abandoned, and products purchased. And the system needs to be able to provide this information to you in a way that you can create segments in market to them market the right product, market the right products to them. Tell me this. I know it’s it’s, in the past, when I’ve helped ecommerce owners, one of the big pieces that we’ve done is when someone stops engaging in with an email, or hasn’t purchased in a while, are those things that we can easily see in an autonomy when it comes to creating a segment to say, hey, somebody who hasn’t opened an email in 30 days, 60 days? Are those segments that are or I should say, segmenting criteria that you would have access to?

Tavleen Kaur 35:46
Yeah, so we have something called engagement, one that’s like, Oh, that’s a way of segmentation. And you can check their engagement, what their last open, you know, when did they last open? When did they last click, so you can actually reach out to them based on that as well. So if they’ve not opened your email in the last 40 days or something, you know, you can reach out to them their last order place date, even based on that, you know, they did not place an order in the last, you know, 15 days or whatever. So you can you can reach out to them based on that. So that’s the engagement segment that we have for you to sort of reach out to your customers based on.

Chris Davis 36:30
Great, great. So I’ve got probably a abnormal question for you here. Giving the capabilities of autonomy and your the Woofunnels platform in general. Have you had people actually use your platform that don’t use WooCommerce? But use it for the funnels and selling products? And more, so maybe they they’re not as big? Let me say it like this, I don’t want to say not selling products, but not selling physical products? Do you have users in your community that use funnels and autonomy to sell, let’s say a course or some form of digital asset?

Tavleen Kaur 37:17
Yeah, so I just like to say here that WooCommerce, so our plugins are built on like our for WooCommerce. Like you. So having you’re using WooCommerce is, is a prerequisite like you need to use WooCommerce. Because that’s where that’s the transaction engineer, that’s how you collect your payments, like on top of WordPress. Now, we Yes, of course, we have customers who don’t just us who don’t just sell physical products, they also sell, but they sell courses. And there’s also this new breed which is emerging, which sells physical products as well, courses. And this is like this is my favorite like. So we have, you know, we like we have a user who, who runs a cooking, you know, she teaches a traditional cooking, you know, she teaches people how to how to cook traditional means and all of that. And, and it’s so interesting, like she’s got like courses on it, short courses, she’s got a membership site that you can access. And, you know, she kind of has a Completer repository, that custom videos where she teaches all of that, and you can access it at a $7 monthly kind of thing, or something that she has some cost there. And then she also sells physical products, which are like, you know, branded T shirts, and aprons for kids, some books, physical books, and all of that. So there’s everything like, you know, there’s course there’s membership, there’s physical products, and that’s, that’s their way to maximize their revenue. Because it’s the same people who are buying, you know, all of that you’re creating more opportunities to sell actually. And, you know, that’s where it really gets interesting. So, yes, we do have course creators, and I think that, you know, even cause creators can use automations, like brilliantly and, you know, if you’re using LearnDash, which is an LMS built on top of WordPress, you’re using that plugin, you know, there’s so much that you can do, right from offering a free course on LearnDash. Like, you know, so let’s say you fill out a form, and you give your name and email in you sign up for my free course on, on how to increase your freelancing rates, you know, let’s say that’s my free course. And you can sign up and I can auto enroll you into my lone dash course, you know, so there’s an automation that I can set up that if Chris is, you know, has, he’s filled up this form and he wants to enroll in my free course. And I need to make him a WordPress user, then I need to enroll him in my free course, and you can consume that content. And once that course is over, like what so again, the next event is that courses completed, then I can send you in a series of emails to pitch my Patreon about to finish my paid course. And again, like all of this is happening, while I’m, you know, as a course creator, I’m just sitting and relaxing. And all of this is happening because I’ve just set up the system once. So that’s something which you know, which course creators can do, then you again, the course pages can also offer a coupon code, you know, for that paid product, that’s since you’ve completed our free course. And, you know, this is what you qualify for discount on my paid program and a very special price, I will offer you my paid product, and you kind of get them a link and let them buy. So that that completes their whole journey, you start from a free course, they learn about you as a creator, they learn about your education style, you know, they get it, they, you know, they like it, they go ahead and invest in you in your product. And if they don’t like it, that’s okay, too, because you don’t even want angry customers. So that’s fine, like you have not, you’re not doing anyone you have kind of created a really nice system, where people, you know, kind of just going from one step to the next. So that could be a great way to go about it as well.

Chris Davis 41:08
Yeah, and I think the key here is that with WooCommerce, as the engine, whatever WooCommerce integrates with can now be powered in supplemented with auto Nami. Right. And because LearnDash and WooCommerce can integrate out of Nami can integrate with WooCommerce, you get this marketing automation experience, all within WooCommerce. Based on what your platform is providing in terms of landing page, maybe you want to create a custom landing page for that free course. So when they check out their create, as user get their, their, their login credentials, and everything, so Wow. So I know it was a lot, hopefully, it didn’t overwhelm you all the goal here was to expose you to these software solutions that are out here, because a lot of people, they don’t know how to look with the technical i A lot of people maybe would never be able to have a conversation with you, you know, to learn more about your platform. So thank you for coming on. And giving our listeners that that opportunity to have lean if people want to find out more about funnels or autonomy. Where should they go?

Tavleen Kaur 42:22
Oh, yeah. So buildwoofunnels.com, that’s the website. So you can go on that. And under the products, we’ve got the funnel builder, which helps you create your sales funnels, right from your opt in page to do sales page checkout, order bump, one, click upsells, thank you page, the whole entire like the entire funnel, starts our funnel builder. And then there is orange army, which is our WordPress Marketing Automation Engine, which is where you can use this tool to create your automated campaigns send your broadcast campaigns to different segments then, and do it via email and SMS. So we also integrate with Twilio SMS. So you can even reach out to people where they are, you know, on whatever device they prefer. So even SMS is there. So that’s, that’s where, so check out Bill blue funds.com. Also, I have a lot of videos on YouTube. So again, YouTube Billu funnels. So that is where you find a lot of tutorials on abandoned cart automation, post purchase, follow up win back campaigns, then this form automation that I was talking about all of that, so we’ve got lots of helpful videos there.

Chris Davis 43:35
Great. Let’s buildwoofunnels.com. And at the time of recording, it looks like you just launched a new funnel builder, funnel builder, 2.0. I see on the website. So constant development, we love to see that from founders to make sure that they’re not just putting software out there and saying, Hey, this is what you get. always improving, always responding. So thank you so much, again, to have lien for jumping on and giving our listeners more insight about your platform. And hopefully it is a solution that they’ve been looking for. And now they can go utilize it and see their sales increasing, as well as their marketing efficiency.

Tavleen Kaur 44:17
Yes, yes, it was. It was pleasure. I was I really thoroughly enjoyed it. I was a bit nervous in the beginning. You know, because I could see that you were so excited about it. So I was like, All right, this is exciting. So yes, I’m so happy that we could we could talk and I really hope that people do get value out of it.

Chris Davis 44:36
Yes, yes. If you are a WooCommerce user, I highly recommend at a minimum going to buildwoofunnels.com get started and just try it out. Try it out. You’ve heard tavleen I’ve tried to ask the questions that would help expose the features and capabilities that Perhaps you’ve been looking for and struggling with. So it doesn’t hurt to give it a try. I’m pretty sure your support is responsive. Sounds like there’s a lot of satisfied users. So again, Tavleen, thank you so much for coming on and and letting us know more about your software. All of the show notes will have the shuttles will have the links and everything that you mentioned in order for them to get access. So appreciate it. And I’ll see you online tablet.

Tavleen Kaur 45:23
Thank you so much. Thank you. Pleasure. All right.

Chris Davis 45:27
Thank you for tuning in to this episode of The all systems go podcast. If you enjoyed it, make sure that you’re subscribed at the time of recording the all systems go podcast is free to subscribe to, and it can be found in Apple podcast, Google podcast, YouTube, or wherever you get your podcasts new episodes are released every Thursday, so make sure you’re subscribed so that you don’t miss out and while you’re at it, please leave us a five star rating and review to show some love but also to help future listeners more easily find the podcast so they can experience the value of goodness as well. We’ve compiled all resources mentioned on the podcast, as well as other resources that are extremely valuable and effective at helping you grow your marketing automation skills quickly. And you can access them all at allsystemsgopodcast.com Thanks again for listening. And until next time, I see you online. Automate responsibly, my friends