We require someone to help us automate our business processes by integrating the apps we use with [url removed, login to view] (or a less expensive alternative). We are open to changing the apps we use if there are less expensive solutions that meet our business needs and help us achieve automation.
The key objective is to automate processes without using Zapier because it’s too expensive.
Apps we use:
• Typeform – we use typeform to collect member application forms and to gather tailored reviews for each product we sell.
• Capsule – CRM
• Mailchimp – email
• Wix – website / member account system
• ECWID – ecommerce store (embeds within Wix)
• Stripe – payment processor
• Gmail/Gdocs/Gsheets – email/docs
• Dropbox – cloud storage
• Asana – project management
• Freeagent – accounts
We sell tickets for events on behalf of event organisers. We list their events on our members only website. When members book, we have to send a guestlist with the names to the organiser(s) on the day and the members collect their tickets from the venue of the event.
Specific processes we need to change or automate:
Member Applications - once a member application has been made in Typeform, 22 fields of information need to be imported into Mailchimp list “Central Tickets Members” automatically from the form.
Member Applications – once a member application has been submitted, if the member is on mailchimp list “Membership Prospects” they should be automatically removed from that list.
Member Applications – once a member application has been submitted, the details need to be automatically imported to capsule as a using a mxi of custom fields/tags.
Member Applications – once a member application has been submitted, the details need to be automatically imported into our member analysis spreadsheet and for it to auto-update so that the analysis figures are always correct.
Member Applications - Age – we collect as a number, can we auto-update this to increase by 1 each year in Capsule? Or do that in a google sheet then regularly update to capsule?
Mailchimp – Updating segments in account so that when typeform entries upload, segments refresh automatically. We also require a couple of changes here in regards to segements.
ECWID – need to integrate our Ecommerce platform with Mailchimp (click here for notes on how) via API.
ECWID – need to integrate with Capsule so that all sales are linked to member’s records automatically.
Guest lists – we need a way of automating the creation and sending of PDF guest-lists automatically, to custom recipient(s) 2 hours ahead of the event beginning based on order information from ECWID. But we also a way of us doing it manually, if need be.
Sales Logs – we need a way of tracking sales in the same way that we do currently but updating automatically, taking info from ECWID, deducting payment processor fees & updating calculations in real time as sales come in.
Event Reviews – we need a way of sending a custom URL to purchasers of a specific product at 6am on the day after they attended the event.
Event Reviews – we need a way of sending the results of these custom reviews to the event organiser(s) automatically, three days after the last date we have for the specific event as a batch (i.e. not individually)
Demographic Reports – we need a way of automatically creating PDF reports that detail the demographic information (collected during application process) of all buyers of a specific product (event) so that we can send that information to the people who give us the event.
Google Analytics – find a way that we can track the traffic all purchasers of specific products (events) and pull that information from analytics into a report that can be sent to the organiser of the event.
Dropbox – for all working sheets/docs used for the above to auto-update in dropbox.