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Apr 18, 2024 05:50 AM
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
Requirements
Suggested workflow
Questions
Thanks,
Charles
Apr 18, 2024 06:47 AM
Hi Charles,
First of all, congratulations on the growth! It sounds like an exciting time for your organization.
I appreciate the detail you put in your post - it makes it pretty clear what you're trying to accomplish.
Short answer to your questions (in my opinion):
If it were me working on such a project, I'd:
Let me know if there's anything else I can help with!
Matt
Apr 18, 2024 04:49 PM
Hi @newchas,
I don’t really have much more to add to what @Matt_Jastremski outlined above, but you will probably also want to add Make’s advanced automations & integrations to your tool chest (in addition to Fillout’s advanced forms for Airtable and all the other tools that Matt outlined above.) Make is far superior to Zapier, and I wrote an entire post about it here.
In general, it is not typically possible for Airtable to be an all-in-one-solution on its own, but once you add in all the other 3rd-party apps on the market, you can absolutely do everything that you are interested in doing.
Hope this helps! If you’d like to hire an expert Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld
Apr 18, 2024 09:50 PM
re: Is this feasible in Airtable?
Yeap
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re: Is it possible for users to create customer accounts on Airtable using WordPress forms and Webhooks?
Yeah, you'd need to build a bunch of stuff for it though. If you could flip the flow around it would be a lot easier; specifically, what if your flow was:
1. User fills out form to set donation and only keys in email address
2. On Airtable, you have an automation that looks for a user with that email address
- If it finds it, it links the new donation entry to that user
- If it doesn't find it, it sends that user an email with a form asking them to fill in their details
- Once user fills out that form, adds them to the mailing list, mailing list base, etc, links it to the new donation entry
If you used an Airtable form you could just embed it on your site and call it a day, but if you wanted to use WordPress forms you could too, you'd just need to do some extra work to push that data into Airtable
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re: Are there alternate approaches to achieve all or some of these requirements?
Yeah, but Airtable on its own should work fine