<h1 class="PlaygroundEditorTheme__h1" dir="ltr">🎥 <a href="https://fathom.video/share/sA8e1z96MSh3R2Ejv3o3CJKSvdafpRW1" rel="noreferrer" class="PlaygroundEditorTheme__link">Click here to watch the replay</a></h1> Below is an overview of what was discussed on the call <h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/sA8e1z96MSh3R2Ejv3o3CJKSvdafpRW1?tab=summary&amp;timestamp=0" title="PLAY @0:00" class="PlaygroundEditorTheme__link">Hurricane impact and travel disruptions @ 0:00</a></h3>Stephanie discusses the impact of Hurricane Ian on her family's vacation in Florida, including flight cancellations, airport closures, and the need to find last-minute accommodations. She shares how Disney World was one of the safest places to be during the storm due to their extensive safety protocols. <h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/sA8e1z96MSh3R2Ejv3o3CJKSvdafpRW1?tab=summary&amp;timestamp=158" title="PLAY @2:38" class="PlaygroundEditorTheme__link">Troubleshooting technical issues @ 2:38</a></h3>Tara raises a technical issue she is having and wants to test a solution Stephanie had previously provided. They discuss the process of testing the fix and Stephanie explains that Tara's tech support person was also impacted by the hurricane, causing delays. <h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/sA8e1z96MSh3R2Ejv3o3CJKSvdafpRW1?tab=summary&amp;timestamp=262" title="PLAY @4:22" class="PlaygroundEditorTheme__link">Understanding email lists, tags, and smart lists @ 4:22</a></h3>Tara seeks clarification on the differences between using email tags versus smart lists to segment her audience and send targeted emails. Stephanie explains how tags are used to categorize contacts based on their actions, while smart lists allow you to create dynamic groups based on those tags. <h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/sA8e1z96MSh3R2Ejv3o3CJKSvdafpRW1?tab=summary&amp;timestamp=360" title="PLAY @6:00" class="PlaygroundEditorTheme__link">Setting up automated workflows @ 6:00</a></h3>Building on the previous discussion, Stephanie walks Tara through the process of creating a workflow that will automatically send an email and grant access to a product or membership when a contact is added to a specific smart list. <h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/sA8e1z96MSh3R2Ejv3o3CJKSvdafpRW1?tab=summary&amp;timestamp=2130" title="PLAY @35:30" class="PlaygroundEditorTheme__link">Separating business entities @ 35:30</a></h3>Tara raises the question of how to keep her "Making Cancer Fun" website and business separate from her other offerings. Stephanie advises that the best approach may be to create a separate account for the new website, though it is possible to manage multiple websites and stores within a single account. <h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/sA8e1z96MSh3R2Ejv3o3CJKSvdafpRW1?tab=summary&amp;timestamp=2474" title="PLAY @41:14" class="PlaygroundEditorTheme__link">Next steps and future collaboration @ 41:14</a></h3>Tara and Stephanie discuss Tara's plans to transition her email communications and website to the Simple Business Suite platform. They also explore the possibility of Stephanie doing a live demo or training for Tara's audience to help promote the platform. <h2 class="PlaygroundEditorTheme__h2" dir="ltr">Action Items</h2><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Create smart lists for each program/product. Set up corresponding workflows w/ emails + access grants.&nbsp;-&nbsp;<a href="https://fathom.video/share/sA8e1z96MSh3R2Ejv3o3CJKSvdafpRW1?timestamp=251.9999" target="_blank" class="PlaygroundEditorTheme__link">WATCH (30 secs)</a></li><li value="2" class="PlaygroundEditorTheme__listItem">Update product emails: replace coupon codes w/ direct download links from media storage&nbsp;-&nbsp;<a href="https://fathom.video/share/sA8e1z96MSh3R2Ejv3o3CJKSvdafpRW1?timestamp=1630.9999" target="_blank" class="PlaygroundEditorTheme__link">WATCH (30 secs)</a></li><li value="3" class="PlaygroundEditorTheme__listItem">Send meeting recording to Tara after cloud upload completes&nbsp;-&nbsp;<a href="https://fathom.video/share/sA8e1z96MSh3R2Ejv3o3CJKSvdafpRW1?timestamp=2457.9999" target="_blank" class="PlaygroundEditorTheme__link">WATCH (30 secs)</a></li><li value="4" class="PlaygroundEditorTheme__listItem">Add Simple Business Suite affiliate link to email footers&nbsp;-&nbsp;<a href="https://fathom.video/share/sA8e1z96MSh3R2Ejv3o3CJKSvdafpRW1?timestamp=2463.9999" target="_blank" class="PlaygroundEditorTheme__link">WATCH (30 secs)</a></li></ul>

You can find the replay for the office hours session from September 30, 2024

# 🎥[Click here to watch the replay](https://fathom.video/share/sA8e1z96MSh3R2Ejv3o3CJKSvdafpRW1)

Below is an overview of what was discussed on the call

### [Hurricane impact and travel disruptions @ 0:00](https://fathom.video/share/sA8e1z96MSh3R2Ejv3o3CJKSvdafpRW1?tab=summary&timestamp=0 "PLAY @0:00")

Stephanie discusses the impact of Hurricane Ian on her family's vacation in Florida, including flight cancellations, airport closures, and the need to find last-minute accommodations. She shares how Disney World was one of the safest places to be during the storm due to their extensive safety protocols.

### [Troubleshooting technical issues @ 2:38](https://fathom.video/share/sA8e1z96MSh3R2Ejv3o3CJKSvdafpRW1?tab=summary&timestamp=158 "PLAY @2:38")

Tara raises a technical issue she is having and wants to test a solution Stephanie had previously provided. They discuss the process of testing the fix and Stephanie explains that Tara's tech support person was also impacted by the hurricane, causing delays.

### [Understanding email lists, tags, and smart lists @ 4:22](https://fathom.video/share/sA8e1z96MSh3R2Ejv3o3CJKSvdafpRW1?tab=summary&timestamp=262 "PLAY @4:22")

Tara seeks clarification on the differences between using email tags versus smart lists to segment her audience and send targeted emails. Stephanie explains how tags are used to categorize contacts based on their actions, while smart lists allow you to create dynamic groups based on those tags.

### [Setting up automated workflows @ 6:00](https://fathom.video/share/sA8e1z96MSh3R2Ejv3o3CJKSvdafpRW1?tab=summary&timestamp=360 "PLAY @6:00")

Building on the previous discussion, Stephanie walks Tara through the process of creating a workflow that will automatically send an email and grant access to a product or membership when a contact is added to a specific smart list.

### [Separating business entities @ 35:30](https://fathom.video/share/sA8e1z96MSh3R2Ejv3o3CJKSvdafpRW1?tab=summary&timestamp=2130 "PLAY @35:30")

Tara raises the question of how to keep her "Making Cancer Fun" website and business separate from her other offerings. Stephanie advises that the best approach may be to create a separate account for the new website, though it is possible to manage multiple websites and stores within a single account.

### [Next steps and future collaboration @ 41:14](https://fathom.video/share/sA8e1z96MSh3R2Ejv3o3CJKSvdafpRW1?tab=summary&timestamp=2474 "PLAY @41:14")

Tara and Stephanie discuss Tara's plans to transition her email communications and website to the Simple Business Suite platform. They also explore the possibility of Stephanie doing a live demo or training for Tara's audience to help promote the platform.

## Action Items

* ****Create smart lists for each program/product. Set up corresponding workflows w/ emails + access grants.****-[WATCH (30 secs)](https://fathom.video/share/sA8e1z96MSh3R2Ejv3o3CJKSvdafpRW1?timestamp=251.9999)
* ****Update product emails: replace coupon codes w/ direct download links from media storage****-[WATCH (30 secs)](https://fathom.video/share/sA8e1z96MSh3R2Ejv3o3CJKSvdafpRW1?timestamp=1630.9999)
* ****Send meeting recording to Tara after cloud upload completes****-[WATCH (30 secs)](https://fathom.video/share/sA8e1z96MSh3R2Ejv3o3CJKSvdafpRW1?timestamp=2457.9999)
* ****Add Simple Business Suite affiliate link to email footers****-[WATCH (30 secs)](https://fathom.video/share/sA8e1z96MSh3R2Ejv3o3CJKSvdafpRW1?timestamp=2463.9999)

Office Hours: September 30, 2024

All replays of our office hour calls can be found here.