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Case Study: eTapestry Eventbrite
Integration with Zapier
2 © 2020 Sidekick Solutions LLC
Hi, I’m Jeff
eTapestry Consultant
Sidekick Solutions
info@sidekicksolutionsllc.com
In this video...
● Data management challenge
● Automated solution
● Eventbrite + eTapestry
● Integration outcomes
3
How did we get here?
4
● Regular imports were becoming unmanageable
● Familiar with integration potential via API
● Needed automation tools to back up event operations
© 2020 Sidekick Solutions LLC
Data challenges
5
● Mass data transfer (more than one import per month)
● Event segmentation in eTapestry
● Need full view of constituent participation
© 2020 Sidekick Solutions LLC
Opportunity
6 © 2020 Sidekick Solutions LLC
eTapestry + Zapier
7 © 2020 Sidekick Solutions LLC
Automated solution
© 2020 Sidekick Solutions LLC8
Discovery challenges
9
● Scalability
● Exclude child registrations
● Registration and attendance journal contacts
● Segment audience in Mailchimp by event and status
● Automate assignment of Mailchimp tag
© 2020 Sidekick Solutions LLC
Integration workflow
10 © 2020 Sidekick Solutions LLC
Two Zaps
11 © 2020 Sidekick Solutions LLC
Eventbrite triggers
12 © 2020 Sidekick Solutions LLC
Filter to exclude child registrations
13 © 2020 Sidekick Solutions LLC
Find/Create Constituent
14
● Two field check
○ Account Name
○ Address
○ Phone
○ Email
● Create if none found
© 2020 Sidekick Solutions LLC
Create Contact
15
● Custom mapping
○ Status: Registered or Attended
○ Event Name
○ Event Ticket Type
○ Event Group Name
○ How did you hear about this event?
© 2020 Sidekick Solutions LLC
Add/Update Subscriber
16
● Single audience
● Merge Fields
○ First and last name
○ Address
○ Phone
© 2020 Sidekick Solutions LLC
Extract event code
17 © 2020 Sidekick Solutions LLC
Look up Mailchimp tag ID via API call
18 © 2020 Sidekick Solutions LLC
Add Tag to Subscriber
19 © 2020 Sidekick Solutions LLC
Integration workflow
20 © 2020 Sidekick Solutions LLC
Integration outcomes
© 2020 Sidekick Solutions LLC21
Maintenance
22
● Duplicate registrations
● Create tag values in Mailchimp for each new event
● Monitor tasks in Zapier during high volume
● Task timeouts, requiring Zapier replay
© 2020 Sidekick Solutions LLC
Outcome
23
• Estimated 20 hours saved per week
• Over 21,000+ journal contacts created last year
• Consistent coding in eTapestry
• Auto-segmented subscribers in Mailchimp
© 2020 Sidekick Solutions LLC
From Generosity Feeds...
24
We have freed up team time to focus on growing our volunteer base and providing
concise communication.
When our events come online, people register in mass, overloading the Wrapper. I've
been impressed with how quickly Sidekick Solutions has given attention to correcting
this and getting us back online.
Sidekick Solutions has taken our needs and found efficient and timely solutions to
keep us moving forward and focused on mission and people.
- Stefani Klabunde, VP Mission Management
© 2020 Sidekick Solutions LLC
Have questions about eTapestry?
© 2020 Sidekick Solutions LLC25
info@sidekicksolutionsllc.com
Explore more automations and best practices on our website at…
sidekicksolutionsllc.com/etapestry
...or contact us via email.

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Case Study: eTapestry Eventbrite Integration with Zapier

  • 1. Case Study: eTapestry Eventbrite Integration with Zapier
  • 2. 2 © 2020 Sidekick Solutions LLC Hi, I’m Jeff eTapestry Consultant Sidekick Solutions info@sidekicksolutionsllc.com In this video... ● Data management challenge ● Automated solution ● Eventbrite + eTapestry ● Integration outcomes
  • 3. 3
  • 4. How did we get here? 4 ● Regular imports were becoming unmanageable ● Familiar with integration potential via API ● Needed automation tools to back up event operations © 2020 Sidekick Solutions LLC
  • 5. Data challenges 5 ● Mass data transfer (more than one import per month) ● Event segmentation in eTapestry ● Need full view of constituent participation © 2020 Sidekick Solutions LLC
  • 6. Opportunity 6 © 2020 Sidekick Solutions LLC
  • 7. eTapestry + Zapier 7 © 2020 Sidekick Solutions LLC
  • 8. Automated solution © 2020 Sidekick Solutions LLC8
  • 9. Discovery challenges 9 ● Scalability ● Exclude child registrations ● Registration and attendance journal contacts ● Segment audience in Mailchimp by event and status ● Automate assignment of Mailchimp tag © 2020 Sidekick Solutions LLC
  • 10. Integration workflow 10 © 2020 Sidekick Solutions LLC
  • 11. Two Zaps 11 © 2020 Sidekick Solutions LLC
  • 12. Eventbrite triggers 12 © 2020 Sidekick Solutions LLC
  • 13. Filter to exclude child registrations 13 © 2020 Sidekick Solutions LLC
  • 14. Find/Create Constituent 14 ● Two field check ○ Account Name ○ Address ○ Phone ○ Email ● Create if none found © 2020 Sidekick Solutions LLC
  • 15. Create Contact 15 ● Custom mapping ○ Status: Registered or Attended ○ Event Name ○ Event Ticket Type ○ Event Group Name ○ How did you hear about this event? © 2020 Sidekick Solutions LLC
  • 16. Add/Update Subscriber 16 ● Single audience ● Merge Fields ○ First and last name ○ Address ○ Phone © 2020 Sidekick Solutions LLC
  • 17. Extract event code 17 © 2020 Sidekick Solutions LLC
  • 18. Look up Mailchimp tag ID via API call 18 © 2020 Sidekick Solutions LLC
  • 19. Add Tag to Subscriber 19 © 2020 Sidekick Solutions LLC
  • 20. Integration workflow 20 © 2020 Sidekick Solutions LLC
  • 21. Integration outcomes © 2020 Sidekick Solutions LLC21
  • 22. Maintenance 22 ● Duplicate registrations ● Create tag values in Mailchimp for each new event ● Monitor tasks in Zapier during high volume ● Task timeouts, requiring Zapier replay © 2020 Sidekick Solutions LLC
  • 23. Outcome 23 • Estimated 20 hours saved per week • Over 21,000+ journal contacts created last year • Consistent coding in eTapestry • Auto-segmented subscribers in Mailchimp © 2020 Sidekick Solutions LLC
  • 24. From Generosity Feeds... 24 We have freed up team time to focus on growing our volunteer base and providing concise communication. When our events come online, people register in mass, overloading the Wrapper. I've been impressed with how quickly Sidekick Solutions has given attention to correcting this and getting us back online. Sidekick Solutions has taken our needs and found efficient and timely solutions to keep us moving forward and focused on mission and people. - Stefani Klabunde, VP Mission Management © 2020 Sidekick Solutions LLC
  • 25. Have questions about eTapestry? © 2020 Sidekick Solutions LLC25 info@sidekicksolutionsllc.com Explore more automations and best practices on our website at… sidekicksolutionsllc.com/etapestry ...or contact us via email.