It was a joy working with such a professional, organised events company. Every process was mapped out with specific deliverables, notes, requirements and dependancies (geeky, I know).
What did they need from us? A little automation using project management software. Using one of our favourites, Podio, we worked on and proposed the following:
Custom Events Podio App – each event is entered into it’s own app and links to the client and venue of the event. Once an event is created, there are 11 tasks that are scheduled over a 40 day period using custom Podio workflows. These tasks are auto-assigned and then automatically marked off when completed to give an easy view of the visual progress.
RSVP Podio App – this is created to be sent to clients in order to collect RSVP’s for the event. A custom Podio webform is created and this is teamed up with a custom short-link domain to keep the process as on-brand as possible. RSVPs are collected and referenced to the client so you know which events a particular person has RSVP’d for.
Post Event Survey Podio App – created in a similar way to the RSVP app with a webform and short-link URL. Feedback is referenced back to the client and a report is created with the overall participant satisfaction from the event.
Are you looking to run your event with a little more structure and a little less cut and paste?
You could deliver the same content in the following ways (+ more): Always open online course (set & forget) Always open online course (with comments) Set timeframe course (with opening and closing dates) Website with member-only content Patreon-type sites Your own social network using something like Mighty Networks Your own course platform for just you …
We were looking for a simple way to sync data from a Typeform to our client’s CRM, Podio. To do this, we had the form data sent using the Sender Notification feature. We were able to bring across three fields of data using the Subject, Body and Attachment. For more details on emailing data from a …
I feel your pain on this one. Although it’s become so much easier to create and send out email newsletters using tools like Mailchimp, Mailmunch, Convertkit and Drip, it’s still quite fiddly to look through all the specs, work out the pricing (do I pay per list or per subscriber?) and then look at the …
Insights from working with an events company
It was a joy working with such a professional, organised events company. Every process was mapped out with specific deliverables, notes, requirements and dependancies (geeky, I know).
What did they need from us? A little automation using project management software. Using one of our favourites, Podio, we worked on and proposed the following:
Are you looking to run your event with a little more structure and a little less cut and paste?
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