Capturing leads from your website is a Zap

Last night I did not feel like doing much. I laid down with my phone and was doing some late night surfing, on my social media channels. I came across a company called Drift

I watched a video and I was interested enough that I downloaded the app. Now remember it was late, so when I opened the app and did not see much for me to do, I went on to other things.

Drift however did not go on to other things and at 8:40pm I got an email.

At 8:45pm another email thanking me for signing up with Drift and letting me know that they would be happy to show me some secrets behind using Drift, if I was interested all I needed to do was reply to the email.  I replied and this morning an account executive emailed me before 8am with a more personal message.

What I was really interested in was a Solution Partner relationship with Drift. However, I’m understanding that doesn’t currently exist. I spent some time on Drift’s youtube channel (which needs to be branded :)) checking them out.

It did not take long for me to see what they are up to and that I liked the tool enough to try it out. I opened a free account with Drift with my email address.

I found the Javascript, copied and pasted to edit my website. Presto! A chat window.

There are various other options like HubSpot, Shopify, Segment, and WordPress. Here’s a great video to see how easy it can be.

The Drift app let’s me control my availability to chat, manage my notifications and has all my conversations. I can also monitor and reply to those conversations, right from my smartphone. When I’m not available to chat – someone visiting my website can send me a message for me to respond to later.

I thought it would be great if I could have all the chat contacts added to my CRM and create a task for follow up and with in a few minutes I created it.

Here is what you need to do the same.

  • A CRM  – SystemsGirl uses Nimble and we are a Solution Partner, if you are looking for a CRM and/or database implementation services. Free Trial available
  • A free basic Drift.com account
  • A free basic  Zapier.com account
  • API codes for Nimble and Drift – these are specific to your accounts.

If you are not familiar with API codes, API is short for Application Programming Interface. Basically, the API code lets the software systems communicate with each other.

A post on social from earlier today “Added @Drift to a website created a #zap via @zapier linking contact info from the chat. This created a new contact in @Nimble CRM & added a task to activities – ensuring followup. #integrations #api #tools #marketing #conversations #leadgeneration What to Learn more?”

If you would like assistance with any of your systems, please connect.

Cut through the noise this Holiday Season

How do you get your customers attention this holiday session?

If your customer is like me consider these 7 points

1. I’m looking for a soulful connection, a company that cares to connect.

How is your brand making soulful connections?

2. I care about one thing more than all else, my family.

Does your brand focus on family?

3. I give back – Charity, Volunteer time, Philanthropy.

What contribution is your brand making and to whom?

5. I care about the happiness of others.

Companies are made of people. Are your people happy and playful?

6. I care about experiences more that I care to acquire things.

How does your brand help me have a better human experience?

7. One google search will show me your competitors.

Are you offering something different enough for me to pay attention to you?

What do you know about your Audience/Customers?

Care, Connect, Contribute,

Focus on Families and Experiences

BE Different.

Connect if you would like help with your Holiday Marketing

Planning Day – Vision

Planning Tuesday

planahead

This morning was dedicated to planning. So website updates it was.

In making changes to this site future vision has been created.

Old material on the site was changed from published to draft.

Pages were revised on the menu. Pages, Posts and Links were added.

Simplicity is the focus for everything on this site.

Some of the questions asked for which changes were based on:

 Is Everything Easy to Find?

Is it Friendly and Inviting?

Is there Planned Growth?

There are more questions that can be asked but for today this was a start.

SystemsGirl is big on Community we’ve participated in helping event organizers with charity events. Roles have varied depending on the event. With some it was a full Social Media Marketing Strategy, with Administrative and Volunteer support. For others it was sharing a charity event to build awareness. Always looking for an opportunity to share, how with a system it might be simpler and less time consuming.

The Blog here is where we will share what is going on. Such as this post.

Adventures – are a must. I can see this page of the site being a lot of fun going forward. Currently there are 3 major Adventures underway…

1. SMBizStudent – Learn Something and Share it

Focus is on Social Media Sharing, Strategy and Amplifying Voice, Creating Attention Online, Sharing a Message and knowing Your Audience.

2. SmallBizStudent -Business is Forever being a Student

 In business there is so much to know. Learning, growing and implementing something new regularly, is the focus. Taking Small  Businesses Back to School.

3. Partnerships – the residual income portion of SystemsGirl.

Because every Business could have residual income. This section is where we have Partnered, or have referral or affiliate relationships built with other companies. These companies are Positively Impacting in the world with their tools and resources and we recommend you have a better look at them.

Future Vision and Planning

Memberships and Affiliates are 2 sections where planning really showed up. The plans are to develop these pieces in the near future – thus the COMING SOON

There will always be learning and sharing here.

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Thank You for Reading – SystemsGirl