Create Project
Free

Custom made back office integrated with CRM and Mailing Automation

Mike Karas

Project Manager at SoftwareSupp

Project Manager & co-founder at SoftwareSupp with over 10 projects successfully co-ordinated in the Project Management role.

written by

Mike Karas

Project Manager at SoftwareSupp

Back office is a main place/instance to handle partners’ status and activity. This information will then be used in other systems for business/marketing purposes using the below structure:

  1. Backoffice recognizes specific events/activities in the system.
  2. These events are tracked within the “Google Tag Manager” ecosystem.
  3. Other software/solutions use the information from Google Tag Manager as events triggering specific actions in the software solutions.


  • Structure and information mapping (backoffice / Pipedrive / MailChimp)

Events:

-> Backoffice: New user registered -> Google Tag Manager

Pipedrive:
1. Search person [email]: https://developers.pipedrive.com/docs/api/v1/#!/Persons/get_persons_search

2. If found, update a person’s custom field “Type” = “Ambassador” https://developers.pipedrive.com/docs/api/v1/#!/PersonFields/put_personFields_id

3. If not found, create a person with:
- Name
- Last name
- Email address
https://developers.pipedrive.com/docs/api/v1/#!/Persons/post_persons
Update a person’s custom field “Type” = “Ambassador” https://developers.pipedrive.com/docs/api/v1/#!/PersonFields/put_personFields_id

-> Backoffice: New lead registered

Pipedrive:

1. Search person [submitted lead’s email]: https://developers.pipedrive.com/docs/api/v1/#!/Persons/get_persons_search

2. If not available in step 1, create person: https://developers.pipedrive.com/docs/api/v1/#!/Persons/post_persons

3. Search person [partner’s email] [no create step as assuming all users registering to back office are synced]: https://developers.pipedrive.com/docs/api/v1/#!/Persons/get_persons_search

4. Create deal assigned to the person from step 1 (if found) or 2 (if not found): https://developers.pipedrive.com/docs/api/v1/#!/Deals/post_deals

5. Update deal fields:

-> Backoffice trigger: User logged in

Pipedrive:
1. Search person [email]: https://developers.pipedrive.com/docs/api/v1/#!/Persons/get_persons_search

2. Update a person’s “Number of logins” [API keys: XYZ] adding +1: https://developers.pipedrive.com/docs/api/v1/#!/PersonFields/put_personFields_id


MailChimp [request from Pipedrive/Google Tag Manager]:

1. Update merge field “Number of logins” +1: https://mailchimp.com/developer/reference/lists/list-merges#patch_/lists/-list_id-/merge-fields/-merge_id-

-> Backoffice trigger: Ambassador requests to become a partner

Pipedrive:

1. Search person [email]: https://developers.pipedrive.com/docs/api/v1/#!/Persons/get_persons_search

2. Create a deal in “Partner onboarding” pipeline: https://developers.pipedrive.com/docs/api/v1/#!/Deals/post_deals

-> Pipedrive trigger: The payment is entered into Pipedrive

Backoffice:

1. The request for payment is created.

  • Mailing automation solutions/tools

Amazon SES [transactional]:

  • Transactional emails
  • Event-triggered emails
  • Back-office triggered emails

MailChimp [marketing]:

  • Marketing emails
  • Scenario-driven emails
  • On-click, on-open sequences
  • Mailing automation structure

Trigger: User registered

Action: Welcome email

Content:

Subject: Welcome to XYZ partners

{{First_name}},

Thank you for joining XYZ as a partner, it’s great to have you on board!

Below please find more information on what you get joining us as a partner:

  • Support of your partner manager @ XYZ
  • Commission of 20% from every sale XYZ makes
  • Your offer generator/calculator you can under this link: XYZ

Also, remember that with XYZ you:

  • Get photovoltaics installation and a roof in one ready in 1 week
  • Increase the value of your property
  • 30-year guarantee for 90% efficiency

Best regards,

XYZ

Trigger: Lead submitted

Action: Thanks for submitting the lead

Content:

Subject: Welcome to XYZ partners

Hi {{First_name}},

Thank you for submitting the lead for XYZ product.

Our sales team will now reach out to the customer with the personalized offer for XYZ.

We will notify you once the deal closes, you can also check on the current deal status by sending us a message over here.

Best regards,

XYZ team

  • Google Tag Manager event planning

Events required in Google Tag Manager to send data to other systems:

  • User registered
  • User logged in
  • Lead submitted/registered
Share Article

written by

Mike Karas

Project Manager at SoftwareSupp

Create your project and connect with a Certified Expert.

Create Project Free

You might also be interested in these