Connect Wufoo and MailChimp to Insightly via manual coding, and not using a 3rd party application.
• Our web form is currently at the bottom of the landing page of [url removed, login to view]
• Our wufoo form is linked on our website to the left of the simple web form through the red button on the page above that says Question? Or Ready to Take Action? It goes to [url removed, login to view]
• Our client is the facilitator of an alliance rather than just a stand-alone charity, so he intend to set up Insightly accounts for as many as 15 users (in the short term, this number is probably more like 8-10) in other national denominations who will also be utilizing Insightly as we all manage relationships with individual churches
• Implication: once we get our own central system automated and in motion for me and two other users, we will need a third component added to this project (3) set up 8-10 users, integrate their email tools and any necessary additional communication systems (e.g. drop box, evernote, mail chimp, etc.) into the Insightly platform as well. Then, we’ll need someone to record a webinar training (with me) to guide the users through how to use and maintain Insightly themselves, and help to ensure that training is being implemented in one or two follow up share my screen one on one mentoring sessions.