We’re a small charity that has seen an exponential growth in donations over the past 6 months. Our existing donor management system on Airtable isn’t scalable to our current needs. I appreciate this is quite a complex query. So I'm initially looking for a feasibility check and some advice on how to meet our requirements.
Main issues
- 4+ disconnected Airtable bases (for different charity initiatives/ programs)
- No unified customer accounts (bases are siloed, no unified user ID resulting in duplicates on single/ multiple bases, no unified user donation history)
Requirements
- Creating unified customer accounts
- Merging existing duplicate accounts across different bases
- Linking user accounts to different initiative bases
- Tracking multiple donation entries from a single customer across single/multiple initiatives
- Adding accounts to unified and initiative specific mailing lists
Suggested workflow
- User completes form on WordPress (WordPress form)
- New customer: unified user account created on Airtable and added to master contact list
- User account linked to initiative base and new entry created from form details
- User added to initiative mailing list
- User added to unified mailing list base
- Existing customer: new base entry connected to existing user account
- Donating again/ repeat donation (to the same initiative)
- New entry added to previous initiative and linked to user account
- Donating to new initiative
- User account linked to new initiative base and new entry created from form details
- User added to new initiative mailing list
- Donating again/ repeat donation (to the same initiative)
- New customer: unified user account created on Airtable and added to master contact list
Questions
- Is this feasible in Airtable?
- Is it possible for users to create customer accounts on Airtable using WordPress forms and Webhooks? Or would this need to be done with an Airtable form
- Are there alternate approaches to achieve all or some of these requirements?
Thanks,
Charles