Marketing automation - TypeForm to Zapier to WebMerge to MailChimp
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Description
Experience Level: Intermediate
I need some marketing automation. I am sharing a survey with prospects. Their answers need compiling into a document and sending to them. The two specific challenges are:
1. a single image with traffic light colours for each section needs to be autogenerated
2. complex logic is needed to select the relevant common patters for this response.
The context information:
the survey will be completed in TypeForm - https://www.typeform.com
There will be 9 sections to the survey, each requiring its own section in the image and report
The image will be a standard outline (or template), with each of 9 sections coloured red, amber or green depending on survey score
There will be four sections to the report which are:
- results, including the image and text relating to the 'grade'of the answer
- the common pattern their results indicate, and how this is resolved with a particular management model
- context and intro to our management model
- book a consultation
The file will become a PDF and be sent to the recipient via MailChimp
In MailChimp a sequence of follow up messages will be triggered from this first contact
The hope is you can complete this task.
This includes:
extracting information from TypeForm
calculating the score of each section using simple logic
constructing the image as a summary of all sections
selecting the appropriate text response to each section
score constructing the rest of the file
including an invitation to book a meeting through calendly.com
We are happy/keen to use the available tools:
Zapier to connect APIs &
WebMerge to create the document
1. a single image with traffic light colours for each section needs to be autogenerated
2. complex logic is needed to select the relevant common patters for this response.
The context information:
the survey will be completed in TypeForm - https://www.typeform.com
There will be 9 sections to the survey, each requiring its own section in the image and report
The image will be a standard outline (or template), with each of 9 sections coloured red, amber or green depending on survey score
There will be four sections to the report which are:
- results, including the image and text relating to the 'grade'of the answer
- the common pattern their results indicate, and how this is resolved with a particular management model
- context and intro to our management model
- book a consultation
The file will become a PDF and be sent to the recipient via MailChimp
In MailChimp a sequence of follow up messages will be triggered from this first contact
The hope is you can complete this task.
This includes:
extracting information from TypeForm
calculating the score of each section using simple logic
constructing the image as a summary of all sections
selecting the appropriate text response to each section
score constructing the rest of the file
including an invitation to book a meeting through calendly.com
We are happy/keen to use the available tools:
Zapier to connect APIs &
WebMerge to create the document
Jonathan B.
100% (1)Projects Completed
1
Freelancers worked with
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Projects awarded
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Last project
22 Jul 2018
United Kingdom
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Hi Jonathan,
Can you elaborate more on the creation of the traffic light image?
649471
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