Case Study: eTapestry MailChimp Integration with Zapier

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In this presentation, we showcase Zapier-enabled MailChimp integration for eTapestry. This is a case study of the National Forest Foundation, a nonprofit focused on bringing people together to restore and enhance the National Forests and Grasslands of the United States. Learn how Zapier automation allowed the National Forest Foundation to sync donor data between eTapestry and MailChimp and update donor segment conditions daily. Watch the video: https://youtu.be/pgXs-8X_rng About Sidekick Solutions Sidekick Solutions is an independent software consulting firm, specializing in eTapestry software. We help new and existing eTapestry users make the most of eTapestry with a range of professional services for implementation, reporting/analytics, consulting and training, database audit/cleanup, and automated integrations. We make eTapestry easier to use and more capable for our clients, yielding higher return on investment in their eTapestry software license.

Government & Nonprofit

2 © 2020 Sidekick Solutions LLC
Hi, I’m Ally
eTapestry Consultant
Sidekick Solutions
info@sidekicksolutionsllc.com
In this video...
● Organizational challenges
● Automated solutions
● Integration outcomes

How did we get here?
4
● Goal to segment email list by donor interests and history
● Regular imports to MailChimp unmanageable
● Familiar with integration possibilities
© 2020 Sidekick Solutions LLC

Opportunity
5 © 2020 Sidekick Solutions LLC

Zapier integrations with 1,500+ apps
6 © 2020 Sidekick Solutions LLC

Connecting eTapestry to Zapier
7 © 2020 Sidekick Solutions LLC
1. eTapestry API Wrapper
2. eTapestry Scheduled Reports + Email Parser

Automated solution #1:
Create/update MailChimp subscribers
© 2020 Sidekick Solutions LLC8

Discovery challenges
9
● Need full view of donor history in MailChimp
● Sync all emails on donor’s persona
● Tracking multiple Tags per subscriber
● Daily segment updates needed to maintain ‘live’ lists
● Historical data transfer and ongoing updates
© 2020 Sidekick Solutions LLC

Integration workﬂow
10 © 2020 Sidekick Solutions LLC

Tools required
11 © 2020 Sidekick Solutions LLC
● eTapestry Scheduled Report
● Mailparser.io conﬁgured Inbox to parse Scheduled Report
● Zapier plan that allows Premium Apps and Paths
● Google Sheet with lookup table for Tag Name

eTapestry Scheduled Report
12 © 2020 Sidekick Solutions LLC
● Query of gifts created yesterday
● Report with donation, name, email, and summary ﬁelds:
○ First and last gifts
○ Lifetime giving
○ Largest gift
● Schedule Excel ﬁle export daily to Mailparser.io inbox

Mailparser.io inbox
13 © 2020 Sidekick Solutions LLC
● Inbox with unique email address
● Emails parsed per deﬁned rules
● Supports parsing rows in an Excel attachment

New Email Parsed in Mailparser
14 © 2020 Sidekick Solutions LLC

Add/Update MailChimp Subscriber
17
● Match on Email
● Map into custom giving
history ﬁelds

Paths: Add up to 3 Tags to Subscriber
19

Add Fund Tag if...
20
● Tag Name for Fund found
● Subscriber active

Automated solution #2:
Update segment conditions
© 2020 Sidekick Solutions LLC23

Discovery challenges
24
● Need active and lapsed donor segments by gift date
● No dynamic date conditions, only hard coded dates
● Date updates required for ‘live’ segments

Opportunity
25 © 2020 Sidekick Solutions LLC

Integration workﬂow
26 © 2020 Sidekick Solutions LLC

Integration outcomes
© 2020 Sidekick Solutions LLC29

Maintenance
30
● Update Tag Name lookup table
● Annual extension of eTapestry Scheduled Report
● Monitor tasks in Zapier for errors
© 2020 Sidekick Solutions LLC

Outcome
31
• ‘Live’ donor data in MailChimp for easy segmentation
• Automated daily updates to maintain ‘live’ segments
• Over 1,000 new/updated subscribers each month
• Estimated 5 hours saved per email sent
© 2020 Sidekick Solutions LLC

From National Forest Foundation...
32
This complex integration has allowed us to focus on enhancing our digital marketing
and our overall donor experience. We are now positioned to deliver segment speciﬁc
content to our mailing list.
Sidekick’s expertise in eTapestry integration was impressive and made our complex
project seem simple. When we have had issues with the integration, Sidekick was able
to promptly ﬁx the error – in fact, they identiﬁed and set out to resolve the error before I
even realized it had occurred.
Sidekick has advanced a time saving solution that will continue to pay dividends in
enhanced donor stewardship for our organization.
- Jessica McCutcheon, Digital Marketing Manager
© 2020 Sidekick Solutions LLC

Have questions about eTapestry?
© 2020 Sidekick Solutions LLC33
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 MailChimp Integration with Zapier

1. Case Study: eTapestry MailChimp Integration with Zapier

2. 2 © 2020 Sidekick Solutions LLC Hi, I’m Ally eTapestry Consultant Sidekick Solutions info@sidekicksolutionsllc.com In this video... ● Organizational challenges ● Automated solutions ● Integration outcomes

3. 3

4. How did we get here? 4 ● Goal to segment email list by donor interests and history ● Regular imports to MailChimp unmanageable ● Familiar with integration possibilities © 2020 Sidekick Solutions LLC

9. Discovery challenges 9 ● Need full view of donor history in MailChimp ● Sync all emails on donor’s persona ● Tracking multiple Tags per subscriber ● Daily segment updates needed to maintain ‘live’ lists ● Historical data transfer and ongoing updates © 2020 Sidekick Solutions LLC

11. Tools required 11 © 2020 Sidekick Solutions LLC ● eTapestry Scheduled Report ● Mailparser.io conﬁgured Inbox to parse Scheduled Report ● Zapier plan that allows Premium Apps and Paths ● Google Sheet with lookup table for Tag Name

12. eTapestry Scheduled Report 12 © 2020 Sidekick Solutions LLC ● Query of gifts created yesterday ● Report with donation, name, email, and summary ﬁelds: ○ First and last gifts ○ Lifetime giving ○ Largest gift ● Schedule Excel ﬁle export daily to Mailparser.io inbox

15. Split on Email 15

16. Catch Post by Email 16

17. Add/Update MailChimp Subscriber 17 ● Match on Email ● Map into custom giving history ﬁelds

18. Lookup Tag by Fund 18

19. Paths: Add up to 3 Tags to Subscriber 19

20. Add Fund Tag if... 20 ● Tag Name for Fund found ● Subscriber active

21. Find/Create Tag ID 21

22. Add Tag to Subscriber in MailChimp 22

24. Discovery challenges 24 ● Need active and lapsed donor segments by gift date ● No dynamic date conditions, only hard coded dates ● Date updates required for ‘live’ segments

27. Schedule by Zapier: Every Day 27

28. Update Segment 28

31. Outcome 31 • ‘Live’ donor data in MailChimp for easy segmentation • Automated daily updates to maintain ‘live’ segments • Over 1,000 new/updated subscribers each month • Estimated 5 hours saved per email sent © 2020 Sidekick Solutions LLC

32. From National Forest Foundation... 32 This complex integration has allowed us to focus on enhancing our digital marketing and our overall donor experience. We are now positioned to deliver segment specific content to our mailing list. Sidekick’s expertise in eTapestry integration was impressive and made our complex project seem simple. When we have had issues with the integration, Sidekick was able to promptly fix the error – in fact, they identified and set out to resolve the error before I even realized it had occurred. Sidekick has advanced a time saving solution that will continue to pay dividends in enhanced donor stewardship for our organization. - Jessica McCutcheon, Digital Marketing Manager © 2020 Sidekick Solutions LLC

33. Have questions about eTapestry? © 2020 Sidekick Solutions LLC33 info@sidekicksolutionsllc.com Explore more automations and best practices on our website at… sidekicksolutionsllc.com/etapestry ...or contact us via email.

Case Study: eTapestry MailChimp Integration with Zapier

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