Gravity Forms Automations

I use Gravity forms automations for all sorts of things.

One way these automations save me all sorts of hours and headaches is for on-boarding & off-boarding customers.

Plus, these Gravity Forms automations help my biz to deliver a professional message from the outset of our working relationship.  i.e. We appear more organized & trustworthy to the buyer.

Gravity Forms Automations for New Customer On-boarding

Whenever a new customer pays for one of our products for the first time, a number of things happen automatically:

  1. Their contact info is added to my CRM (Contactually) & Mailchimp.
  2. They are added to “Current [product name] Customers” group in Mailchimp.
  3. They start receiving my “[product name] On-Boarding Automation” email marketing automations series in Mailchimp.
  4. They receive an email receipt via Gravity Forms.
  5. In 3 days, my support team receives an email via Zapier telling them to schedule a kick-off call with the customer. (I use the Gravity Forms Zapier addon for this.)
  6. They are set up in Stripe with a recurring subscription (if applicable), and their website & contact info is added to their Stripe customer meta.
  7. Our support channel in Slack gets a notification letting our team know that we on-boarded a new customer.
  8. I get a DM in Slack letting me know that their payment went through successfully.

And then I take care of some things manually:

  1. I mail them a personalized “Thank You” card + a Starbucks gift card.
  2. I add their info to my master accounting Google Docs spreadsheet, which keeps track of all recurring revenue in my biz.
  3. I update their tags in my CRM to “Current [product name] Customer” and add a comment that says “[product name] purchased on [date]”.
  4. I add them to our monthly SEO Security Proven Process Gravity Form.
  5. I get full-page screengrabs from https://gtmetrix.com/, http://tools.pingdom.com/fpt/, and https://www.freeseoreport.com/ as benchmarks and submit them along with the form for future reference.
  6. I create the install on the server (if applicable).
  7. Add them to MightyLucy (our custom time-tracking software)

Gravity Forms Automations for Off-boarding Customers

How customers leave you is almost as important as how they found you.

So I try to help them feel appreciated every step of the way out the door.  Who knows? Maybe I’ll work with them again in the future!

I have a Gravity Form that handles my customer off-boarding as well.  This helps ensure a helpful & professional experience as they leave.

When I submit the Customer Off-Boarding Gravity Form, a number of things happen automatically:

  1. They get an email saying that their service was cancelled.
  2. They are added to the “Former [product name] Customers” and “Former Customers” groups in Mailchimp.

And I do a number of things manually:

  1. I update my master accounting Google Docs spreadsheet.
  2. I mail them a card thanking them for their business + a Starbucks gift card.
  3. I remove them from our monthly SEO Security Proven Process Gravity Form.
  4. I log into Stripe and cancel their recurring subscription.

 

That’s it!

  1. Is this helpful?
  2. What automations do you have in place for new customer on-boarding & off-boarding?

Toby

 

Posted in

Toby Cryns

1 Comment

  1. […] You need a how-to guide: Gravity Forms Automations. […]



RSS From Toby’s Blog

  • Where uncertainty exists, don’t order specific.
    4 Idiot Case Studies with 2 simple age-old business lessons. The post Where uncertainty exists, don’t order specific. appeared first on Toby Cryns, WordPress Trainer in Minneapolis, MN.
  • “Now THAT was a good meeting!”
    A single effective meeting can change the course of history for a company. Imagine if you could lead effective meetings EVERY DAY! You can, but it takes curiosity & practice. This article is a good place to start your journey to a more effective you. The post “Now THAT was a good meeting!” appeared first […]
  • Never Respond to RFPs & Custom Proposal Requests
    Y'all who work at normal 9-5 jobs don't need to deal with the B.S. that is an RFP process (or rather you get paid to deal with it). But us freelancers gotta deal with a whole big bag of schtuff when it comes to custom proposals. Here's my quick-and-dirty RFP filtering process that I use […]

More posts from themightymo.com

My WordPress Maintenance Process

By The Mighty Mo! Design Co. | March 2, 2023

A few quick things: My WordPress Maintenance Process Demo, Part 1 Transcript: You’ll see immediately after logging in, you see the 11 updates needed as well as some messages. I’m just gonna quickly read. It looks like this. I don’t need to worry about. Are you enjoying Monster Insights? Not really <laugh>. What’s to enjoy…

How to style FacetWP checkbox hierarchy results using jQuery

By The Mighty Mo! Design Co. | February 21, 2023

I recently invested many hours trying to target and style a FacetWP taxonomy facet that uses hierarchy for display. It should be noted that you can use straight up CSS for some styling (and should use css wherever possible), but sometimes you need javascript to target parent elements and such. I thought I’d document the…

How to fix SpinupWP ballooning disk space issue

By The Mighty Mo! Design Co. | February 1, 2023

A site we host on Digital Ocean recently went down. It took me a lot of troubleshooting and digging before realizing that the issue was that our disk space was maxed out on Digital Ocean. The site in question needs ~20gb of space, so our 50gb server should be plenty. But alas, there it was…

RSS From Toby’s Blog

  • Where uncertainty exists, don’t order specific.
    4 Idiot Case Studies with 2 simple age-old business lessons. The post Where uncertainty exists, don’t order specific. appeared first on Toby Cryns, WordPress Trainer in Minneapolis, MN.
  • “Now THAT was a good meeting!”
    A single effective meeting can change the course of history for a company. Imagine if you could lead effective meetings EVERY DAY! You can, but it takes curiosity & practice. This article is a good place to start your journey to a more effective you. The post “Now THAT was a good meeting!” appeared first […]
  • Never Respond to RFPs & Custom Proposal Requests
    Y'all who work at normal 9-5 jobs don't need to deal with the B.S. that is an RFP process (or rather you get paid to deal with it). But us freelancers gotta deal with a whole big bag of schtuff when it comes to custom proposals. Here's my quick-and-dirty RFP filtering process that I use […]