Build a Website
$15-25 AUD / hora
Overview
We need some automation setup better our exisitngwebsite (WordPress), Mailchimp/Mandril, Pipedrive(CRM) and Woopra. Include HTML email coding.
Deliverables
• Configure Mandrill account
• Configure Mailchimp account
• Configure Woopra account
• 2 x HTML email templates coded (designs will be provided)
• Configure 4 x Woopra integrations – Madrill, WP, Mailchimp, Pipedrive
• Configure 10 x Emails, triggers and automations.
Integrations
• Wordpress to Woopra
o Mandral to Woopra
o Pipedrive to Woopra
o Mailchimp to Woopra
Automations
#1 NEW LEAD:
1. Wordpress “Contact US” form fields to Woopra
2. Woopra to Madrill “thankyou email”
3. Woopra to Pipedrive: contact us form to create contact and opportunity sales stage “lead” in Pipedrive
#2 SALES STAGE CONTACT MADE:
1. Pipedrive to Woopra – update sales stage
#3 SALES STAGE APPOINTMENT MADE:
1. Pipedrive to Woopra – update sales stage.
2. Pipedrive to Woopra – Once add activity “Meeting” is completed– Time, date ect (this is the trigger for the next step).
3. Woopra to Madrill – Send email “appointment confirmed”
4. Madrill to Woopa – Click and open data sync
#4 SALES STAGE APPLICATION STARTED:
1. Pipedrive to Woopra – update sales stage
2. Woopra to Madrill – Send email “Documents required”
3. Madrill to Woopa – Click and open data sync
#5 SALES STAGE DOCUMENTS RECEIVED:
1. Pipedrive to Woopra – update sales stage
2. Woopra to Madrill – Send email “DOCUMENTS RECEIVED”
3. Madrill to Woopa – Click and open data sync
#6 SALES STAGE LODGED:
1. Pipedrive to Woopra – update sales stage
2. Woopra to Madrill – Send email “LODGED”
3. Madrill to Woopa – Click and open data sync
#7 SALES STAGE CONDITIONAL APPROVAL:
1. Pipedrive to Woopra – update sales stage
2. Woopra to Madrill – Send email “CONDITIONAL APPROVAL”
3. Madrill to Woopa – Click and open data sync
#8 SALES STAGE UNCONDITIONAL APPROVAL:
1. Pipedrive to Woopra – update sales stage
2. Woopra to Madrill – Send email “UNCONDITIONAL APPROVAL”
3. Madrill to Woopa – Click and open data sync
#9 SALES STAGE DOCUMENTS SIGNED:
1. Pipedrive to Woopra – update sales stage
2. Woopra to Madrill – Send email “DOCUMENTS SIGNED”
3. Madrill to Woopa – Click and open data sync
#10 SALES STAGE SETTLED:
1. Pipedrive to Woopra – update sales stage
2. Woopra to Madrill – Send email “SETTLED”
3. Madrill to Woopa – Click and open data sync
Dynamic content for triggered emails
Rule: IF email recipient is a subscriber to the weekly newsletter list, THAN show the download eBook contact block. IF NOT shows the subscribe to the newsletter.
#12 NEW NEWSLETTER SUBSCRIBER
1. Wordpress email subscriber form to Woopra
2. Woopra to Mailchip – Add to newsletter subscriber list
3. Woopra to Madrill – Send email “thanks for subscribing”
ID do Projeto: #10264387
Sobre o projeto
Concedido a:
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READY TO START. I am assuming that you will provide all modules and plugin to integrate. As well as email design also will provide by you. Am I correct? Waiting for response.
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