We are looking for an experienced Zoho developer that can provide immediate solutions to develop an email campaign (event invitation) that synchronizes responses from this campaign into the CRM. For the right partner we will need additional technical support.
We are using Zoho CRM, Campaigns and Survey. We have linked three people into the CRM and Campaigns platforms. One of the three is linked to the Survey platform.
Zoho CRM has about 315 accounts and 700 contacts. Currently leads, tasks, events and cases are not being used in CRM. There are eight custom fields, including two related to membership, one related to the industry type and one related to newsletter subscription (and the rest related to foreign language support).
Zoho Campaigns has one newsletter and one list of subscribers. The newsletter changes weekly and we are in the process sending out first editions of each. The newsletters campaigns go out to a list of subscribers that is synchronized with the CRM based on the above-mentioned custom newsletter subscription field.
Zoho Survey has one Survey. The survey was done through staff input and is of a portion of the contacts. The data has provided baseline information. Input problems and technical syncing problems has meant less than full integration with the existing list of accounts and contacts.
Scope of Work:
We are looking for a consultant that can assist us putting together a Campaign that will
* Provide a personalized invitation a list of subscribers (or segment of a current list) to an event. We will require those that respond to update their contact information.
* Follow up messages will be as follows:
o For those that RSVP and decline, we will thank them for their response.
o For those that RSVP and confirm attendance, we will thank them for their response and provide follow up information for them and a survey after the event.
o We will provide a couple of reminders to those people that do not respond at all.
o We expect that the email will be forwarded and non-subscribers may register.
* For those that RSVP, we will ask them to update their contact information and would like a form that will prepopulate and allow people to update their contact information and have that information synchronize back to the CRM. For non-subscribers that register, they would be uploaded to the Leads module.
Less than 30 hrs/week
Less than 1 month< 1 monthProject LengthDuration
I am willing to pay higher rates for the most experienced freelancers