0:00
questions you answer them live right
0:01
here on Facebook well over the last few
0:04
weeks here I’ve been having a lot of
0:05
questions around co-pilot CRM uh founded
0:09
by Mike Andes uh particular question
0:11
that was submitted over the weekend was
0:14
about the V2 document editor updated in
0:16
copilot so wanted to take a few minutes
0:19
dive in and actually give you some
0:20
expert tips of the V2 document editor
0:23
has just been updated now the V1 uh
0:26
document will still be there for a while
0:29
for sure as Mike said uh in his release
0:31
notes but a lot of people are looking to
0:33
get into the new shift on the co-pilot
0:35
document editor so I’m going to do is
0:37
open up the screen and show you as we
0:39
traditionally do here on Callahan’s
0:41
Corner how to actually use new features
0:43
of different CRM for the lawn care and
0:45
Landscape industry as well as the home
0:47
cleaning industry so as we’re going into
0:49
copilot here we’re going to be looking
0:51
at the new layout here we’re going to be
0:53
going into
0:54
the dashboard on the left here what
0:57
we’re going to do is go into the
0:58
marketing area here not hitting on
1:00
automations today but we’ll be building
1:01
some more videos around copilot
1:03
automations as they continue to evolve
1:05
with the advanced automations but we’re
1:06
going to be looking right now is under
1:08
the emails area here uh once again if
1:10
you’re watching this video this was just
1:12
a recent update
1:13
um so we’ve got the traditional editor
1:16
here with email templates and the scent
1:18
history
1:19
uh but what we’re doing here really is
1:21
we’re going to go in and dive down uh
1:23
instead of selecting a template here
1:25
we’re going to go and switch to the
1:27
email template V2 Builder uh so this is
1:29
brand new if you’re watching this this
1:31
week uh for copilot and Mike Anderson
1:34
the team has done quite a great job here
1:36
uh as you slide down here this may uh
1:38
look familiar to some of you but there
1:40
is some additional areas in here that we
1:43
do want to point out in copilot so uh if
1:46
you’ve never seen this this is a drag
1:48
and drop Builder so we’re going to be
1:49
doing it going into rows and actually
1:51
creating some rows here
1:54
um so as we’ve gotten these rows we can
1:56
go in with different uh columns here and
1:58
sizes so the full size
2:00
um in different widths and different
2:02
options that are available here
2:04
um what I’m going to do over the next
2:05
few minutes is break down how this
2:06
actually works inside copilot so once
2:09
we’ve built the structure here we have a
2:11
desktop and a mobile view
2:14
so we definitely need to be checking her
2:15
I would suggest checking as you’re using
2:17
this so first thing we’re going to be
2:19
doing is going in here and uh dragging
2:21
in an image so what we can do is drop
2:23
that image there and browse off to the
2:26
right we have the ability to build
2:27
folders here you’ve got a couple that
2:29
are by default and once we can do what
2:32
we can do now is go in and actually
2:35
bring in some folders or bring in some
2:38
images and once you have those images in
2:41
your folder you can actually click on
2:43
those images and get those uploaded so
2:47
I’m going to go in and bring in these
2:49
simple growth document here or logo
2:53
and insert and that is going to bring my
2:56
image in here now if it on a uh an email
3:00
you may want to be able to go in and
3:02
change the width of this so for instance
3:05
if we had taken the logo and stuck it in
3:07
two or three different blocks and we
3:09
wanted just the image off to the upper
3:11
right hand size by clicking this little
3:13
button here we can go in and manually
3:16
adjust the width
3:19
and we can also put full width on mobile
3:22
so these ability to go through both of
3:24
those on the co-pilot document editor
3:27
now the next thing we could be looking
3:29
at here is going into our content so
3:32
we’re going to be looking at we can
3:33
throw in a text block and this is just
3:36
literally a drag and drop here
3:38
and
3:42
we can drag our row up
3:45
and once that’s in there I can drop that
3:47
in there so now I’ve got a new title
3:49
block so the ability to go in now with a
3:52
interface to actually go in and
3:55
manipulate the documents as if you were
3:57
in a Microsoft Word or Google doc that
4:00
gives you the ability here and then
4:01
eventually it gives you some merge here
4:04
so first name last name company last
4:06
name so if we said hey customer first
4:08
name
4:12
comma
4:14
and then we could start our text in here
4:17
so that gives us the ability to go in
4:18
and drag in uh this content as a title
4:22
paragraph or list and as we’re in here I
4:24
haven’t tested this but this would be a
4:26
good test here so if I put in the word
4:28
at that actually starts to populate this
4:31
list and I start to type it out instead
4:34
of having to go into Verge tags it acts
4:36
as a shortcut for the document editor in
4:38
copilot so those are some of the things
4:40
you’d want to be able to do so and plug
4:43
those in
4:44
as we’re diving in off to the content on
4:46
the left once again we’ve covered the
4:48
image all the tough text options the
4:50
next one is here is a button dragging
4:51
this in here and we can go in and drop
4:54
multiple buttons but if this was in an
4:56
email right here we could go in and type
4:59
right over this call now
5:03
and as we go in it is going to make a
5:08
call and we would put our office phone
5:10
number in there our next button could be
5:16
text now
5:18
and uh test but text
5:22
and we can go in and make a
5:25
send an SMS to this message with it with
5:29
a message so the idea is we can go in
5:31
and customize inside copilot all of
5:34
these different buttons and as we go in
5:36
uh if you want to go in and customize it
5:38
to your company color and branding the
5:40
area here can also be updated not only
5:43
the box but the color and some of the
5:46
functionality of the shapes of these as
5:48
well here so a lot a lot of
5:50
functionality in here as you start to do
5:52
this here with the different padding and
5:54
different directions so video here is
5:56
not to go too deep we’ll make some more
5:58
videos on some expert tips for copilot
6:00
and how to actually do that but
6:02
um next one here is we’ve got our social
6:04
and we can drag that in so if we need to
6:07
go in and build our social we can drag
6:08
in another row once again this is a drag
6:10
and drop Builder and we would drag in
6:12
our social and once we click in there it
6:15
allows us to enter the URL of our social
6:18
uh final thing I’m going to leave with
6:20
you here today is once again
6:23
um
6:24
we’re going to go in and drag in another
6:26
area and content menu
6:30
and we can go in and add a new menu item
6:33
here and the text is uh
6:38
test menu item
6:42
and we can have that send an email call
6:44
or SMS or open a web page so if we had
6:47
that in here we could go in and have
6:50
that go into our website
6:53
growth
6:56
.com so these are some of the things
6:58
that you’re going to want to be able to
7:00
do and the target is our current page or
7:02
new page in open or where we want to go
7:05
here so this is some of the high level
7:07
ideas that are in here in copilot love
7:09
the document editor I’ll view something
7:12
very similar in some several different
7:13
crms uh I’m going to be diving in about
7:16
video and some other areas in a further
7:18
video but I want to give you a high
7:19
level overview of the new document
7:21
editor in copilot and getting a lot of
7:23
private messages uh from people working
7:25
with simple growth how would you use
7:27
this how does that work inside copilot
7:29
so feel free to drop your questions
7:31
below or drop me a private message or
7:33
I’m going to continue dropping uh how-to
7:36
videos on the different crms we work
7:38
with Callahan’s corner you ask the
7:39
questions we had some live right here