We recently created this Product Sample Testing Funnel Automation for one of our clients. This integrates GetResponse, SlickText, SignNow, Make.com, and Google Sheets on the client’s WordPress website. Here is how I did it -
Project Objectives:
Streamlining the client's Sample Testing Funnel from lead capturing to feedback forms for a company that sends out Testing Samples for different brands.
Solution:
GetResponse: Leads subscribe to the product using GetResponse
Automated Email: When the form is filled, using make.com an Automated Email with a link to another survey is sent to the subscriber.
Manual Selection: All the survey answers are visible to the client in a Google sheet, where they can handpick who to accept or deny, and also select what products go to each subscriber
Google Sheets: All the selected subscribers are entered into a Google sheet, using Google App Script, along with the products selected for them.
Email: All selected subscribers will receive a congratulations email for their selection with a link to the company’s liability form (created using SignNow)
Logistics: Once the liability form is filled, using make.com, the in-house shipping department receives an email with the Name and Address of the subscriber. They attach a QR code and ship all the contents.
Email Chain: The QR triggers an Email Chain with 1 week delays in 4 check-in emails using Outlook
SlickText: Using SlickText, each subscriber is sent an SMS message to check their Email box for the latest check-in email.
Feedback: 4th email contains a link to the post-survey Google form, which will allow subscribers to input their details and experience after using the samples. These details are shared with the in-house QA Team.
Tangible Outcomes:
Improved efficiency in Client Cycle
Faster and Organized management of multiple leads and subscribers
Seamless connection between Inbound Leads and Logistics
Improved client communication
Unlocking Efficiency with Automation: If you're looking to optimize workflows and simplify complex tasks, automation is the key. I have expertise in seamlessly integrating services like make.com, utilizing APIs for streamlined processes, and leveraging Google Sheets for efficient data management.
Connect today to embark on a journey towards more streamlined and efficient operations.
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