Tech Systems Set Up

Help The Family Youth Institute put the right tools and technical infrastructure in place to help their team work efficiently, and easily manage day-to-day data, documentation, and collaboration needs.
The Family Youth Institute
Canton, MI, USA
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The Family Youth Institute
Canton, MI, USA

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Posted March 28th

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Project details

What we need
Additional details

I want to use Zapier to automate a process for my online course. I assume it would be a multi-step Zap using Zapier, gmail, and Kajabi.

Purchase on Kajabi --> zapier populates purchaser info from Kajabi into a spreadsheet --> email sent from our gmail account uses standard copy + unique code populated in another spreadsheet/google sheet.

Online Course: https://p2p.thefyi.org/sp

What we have in place
  • We currently have a desired set up plan, which should make it easy for you to get started. We also have a Kajabi accoun, gmail account, and will get Zapier, and the ability to provide any other information you need.
How this will help
This project will save us $3,926 , allowing us to invest into marketing our course and allowing more and more couples to prepare for marriage through it.

It will help us clean up one of the kinks in our online course and make the experience easier for our students. It will also save us money/time lost in an efficient system.

Project plan

P
Prep: Distribution of Prep Materials
  • Volunteer Manager shares strategic technology plan with Professional
  • Volunteer Manager purchases hardware and software
1
Milestone 1: Implementation
  • Professional implements technology plan
  • Professional performs requisite quality assurance testing to ensure setup was done properly
2
Milestone 2: Support
  • Professional provides basic training for technology staff if necessary
  • Professional troubleshoots any issues that may arise
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About the org

The Family Youth Institute
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Our mission

Strengthening and empowering individuals, families, and communities through research and education.

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