Re: [Coworking] Tour schedule and email automation

[Alex Hillman]

Tools we use for this (and lots of other things), what they're for, and how
much they cost.

*GravityForms  *
This Wordpress plugin lets you design really nice looking and easy to use
forms for just about anything, *without writing any code. *In the context
of tours, you can create a form that people fill out to choose a day and
time for a tour.

But the best part about GravityForms is that there's a HUGE ecosystem of
plugins for it (even though it's a plugin itself) so you can connect it to
just about any other tool you're using. GravityForms is crazy, crazy
useful.

*$$ Get the developer license even if you're not a developer, $199/year.
You'll most likely want all of the plugins that come with the dev license,
including the one that lets you connect to*

*Zapier *
One of the things Gravity Forms can do is submit form information to
Zapier, which basically tuns all of the webapps you use into building
blocks. Here's a post where I covered a bunch of automations in detail,
including our tour scheduling
.
In this case, Zapier gets "told" when the GravityForms form is submitted
and then a bunch of things can happen, including:

- Automatically put an event on the calendar with a reminder
- Create a trello card
- Add them to our email system
- Trigger a new tour welcome email sequence
- Trigger a follow-up reminder to be sent to our team
...etc.

We've evolved our Zapier workflow quite a bit since I recorded the
screencast in that post above, but the foundation will get you a long way.

*$$ Free up to 100 tasks, we pay $15/month for 3000 tasks and it's plenty.*

All of this fancy plumbing still really depends on the content to be warm
and welcoming, feeling like it was written by a person vs a robot, but it
does remove a lot of human error from the process, which was our biggest
goal of automating apart from freeing up our team to focus on things that
robots can't do as well ;)

-Alex


--
*The #1 mistake in community building is doing it by yourself.*
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On Mon, Oct 17, 2016 at 3:48 PM, Craig Baute - Creative Density Coworking <
baut...@gmail.com> wrote:

> I use a Wordpress site with basic Contact Form 7 implementation for tour
> scheduling. It's a manual process, which is fine overall, but I know there
> are some good alternative solutions out there. I am looking for different
> ways that spaces approach the tour scheduling and tour, any automatic
> follow up, and any other tricks or hacks.
>
>
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[Coworking] Tour schedule and email automation

[Craig Baute - Creative Density Coworking]

I use a Wordpress site with basic Contact Form 7 implementation for tour 
scheduling. It's a manual process, which is fine overall, but I know there 
are some good alternative solutions out there. I am looking for different 
ways that spaces approach the tour scheduling and tour, any automatic 
follow up, and any other tricks or hacks.


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