In today’s episode of Event Ninja News I show you how to automatically add guests details to your CRM and send confirmation emails instantly. Watch this week’s episode for my full description or keep reading for a quick overview. Last week, I showed you how to create a quick and easy online registration form for your events, using Google Forms. Watch last weeks episode here. Now, I want to show you Step 2 in the process of making your life a whole lot simpler when it comes to managing registrations. Once you have all of your guest data in the spreadsheet, what are you going to do with it? Well, we add guest details to our CRM (Customer Relationship Management system) so it can take care of sending out confirmation emails for us. Wouldn’t it be great if this process was automated and you didn’t have to think about it? Well, look no further! I’m about to save you a bunch of time with this tip.
- If you don’t already use a CRM, have a think about setting one up. We use Agile CRM and the best part is… it’s free!
- Set up a Zapier account. This is an awesome program which basically moves info between over 750 different web apps automatically. And, you guessed it… it’s free!
- “Zap” your guest information between your responses spreadsheet and your CRM.
- Set up your CRM to automatically send confirmation emails with the data synced from your google spreadsheet.