Friday 30 November 2018

Lessons Learned From Working Remotely As an Accountant

When most people think of accountants and accounting jobs, they think of someone sitting behind a desk in an office, meeting with clients, and dealing with piles of paperwork. Working from home—without any face-to-face meetings or paper handoffs—might not seem possible.

When I first looked at the possibility of finding an accounting job I could do remotely, the odds didn’t look too good. Most of the accounting jobs that were open to remote work were tax-related, which didn’t align with my current accounting experience and was not the type of job I was interested in. Considering the amount of paperwork staff accountants typically deal with and how closely I worked with others at my in-office job, I figured accounting was out of the question when it came to working remotely.

Fast forward to a few years later…I came across a job opening at Zapier, a 100% distributed company, for an accountant role and knew I had to go for it! I had already set up an office at home that was a happy environment that I was ready to use. I also saw other benefits of being able to work remotely other than utilize my new happy space:

  • Save time and money by removing the commuting portion of my day: over 13 hours a month on time and $80 a month on my gas and even auto insurance (since I was using my car less, my auto insurer lowered my rate).
  • Reduce my carbon footprint by at least 2.3 metric tons of CO2 a year!
  • A chance to benefit my health and well-being. Working from home allows me to make healthier meal choices, work in a cleaner office environment (and I get to control the thermostat!), and use my commuting time to jump on the treadmill every once in a while.
  • The ability to work from anywhere such as coffee shops, co-working spaces, or visiting friends and family.

I was nervous at first since I didn’t know what to expect. How would an accounting position work in a remote world and how easy would it be to balance my work and home life, since my home was now also my work? Now that I’m six months in, the transition from working in such a paper-heavy environment to a practically paper-free one was easier than I thought. It is possible to have a role that's not traditionally remote-friendly and still thrive.

Working Remotely as an Accountant: Lessons Learned

Meetings: When I worked in an office, I sat through many meetings that were either scheduled or impromptu, and there’s nothing different in a remote setting other than it’s via video conferencing. (Well maybe that and the elimination of having to find a conference room that hasn’t already been booked.) It’s just as easy to have impromptu meetings here at Zapier as it would be in any office. Spin up a Zoom meeting and share the link in your Slack channel and you can have that same sort of spur of the moment meetings, as long as all the participants are online at the same time.

Communication and water cooler moments: Communication is key when it comes to working on a remote accounting team. In my past experiences in working in an office, I would find out information from just hearing other conversations happening around me that gave me context of what was happening with the rest of the team. With remote work, you don’t get that opportunity in the same way. But then there's Slack.

"Default to Transparency" is one of our company values, so it’s good practice to use public channels as the main form of communicating in Slack even if your question is specific to one person. This will help keep the rest of the team in the loop on what others are working on and prevent folks from isolated. Plus, if you have fun Slack channels set up like "#fun-food," you get the same camaraderie as you do in an office, but just at everyone's most convenient times.

Work: As for the accounting aspects of working remotely, I’ve found it’s not much different from working in an office. We still have a weekly team meeting, 1:1 meetings, collaborate on shared files, knock out month-end financials together, and ask for each other’s help/perspective on tasks we are working on. We use a lot of cloud-based apps that allow us to share and work on files together.

  • With Quickbooks Online we are all able to log in to add in journal entries, run reports, import transactions vs the desktop version which would limit access to one person.
  • Sharing spreadsheet files are easy with the ability to save Excel files in Box, or use Google Sheets and Excel Online, which both allows for the team to work simultaneously on one file.
  • We also use Google Docs often when working on writing policies and company announcements. It’s a great way to share your work with the team and allows for everyone to add notes and editing suggestions.
  • Notejoy is another tool we use to collaborate notes as a whole for the Ops team. We’ve used this tool to track our weekly meeting notes, draft our team’s weekly update post, and save any other notes that would be helpful to share with the team.

Zapier Creating Zaps (our word for automated workflows between apps) has helped me decrease the time I spend on mundane tasks and helps to keep me up to date on tasks I need to work on. I use one Zap to reduce the amount of time I spend saving invoices that we receive to our box folder, and another to alert me on who has turned in an expense report. And yet another Zap to automatically add cards to my "To Do" Trello board for weekly recurring items.


Working remotely may seem like a foreign concept in the accounting world, but when you’re set up with the right applications and an awesome team, it’s totally achievable! (P.S., Zapier's fully remote and hiring.)



source https://zapier.com/blog/remote-work-accountant/

Thursday 29 November 2018

The 6 Best Apps for Creating and Mailing Greeting Cards

Never forget to drop another thank you card in the mail again. The best greeting card services and apps automatically send cards on your behalf, whether they're birthday cards you send to friends or family or a note of appreciation at the end of the year thanking your most important clients.

Greeting card apps take the manual labor out of sending cards. With these services, you pick the cards you want to send, but you give the hard work of writing them, addressing envelopes, adding postage, and dropping them in the mail to someone else. These services still allow you to create the cards you want because you can choose from a selection of pre-made cards or designing one from scratch using your photos, logos, or other images. You can write a custom message on the inside of the card, even if you choose one that already comes with a printed message on the front. Many greeting card services also let you schedule when you want the cards to mail, too.

Felt greeting card service
Felt greeting card app

Some greeting card apps have options to connect to business tools you use so that they can mail cards automatically when some action occurs, such as when Shopify detects that a customer bought a high-value item or when you enter a new client into QuickBooks Online.

A few of these personalized greeting card services have people on staff who write your message in the card and address the envelope by hand. Others offer a selection of typefaces. Most let you add your own photos, too, either by putting your image right on the card or by giving you the option to slip a print of the picture you want to share inside the envelope.

Postable
Postable greeting card app

What Makes a Great Greeting Card App?

To test these services, I created an account and designed a greeting card, which I then bought and mailed to myself. While going through this process I had a few questions in mind:

Is it easy to use? How quickly can I design a card, preview it, and get it in the mail? We favored apps and sites with a simple and clear process.

How is the selection of cards? Variety counts for a lot. It wouldn't be appropriate for every greeting card to have a picture of a yak on it, but sometimes the yak card fits the bill.

What can I customize? Pick a card, any card. Then write a note inside. Can you pick the typeface or select a style of handwriting you'd like to see? Do you want to be able to slip a photo inside the card or add a gift? More isn't necessarily better when it comes to customization (who has time to slog through too many choices?), but when choosing a greeting card service to use, you want to be sure it offers the right options for your needs.

How much does it cost? Premium services come with a premium price tag, and that's fine. But pricing ultimately needs to be clear. For example, there was one greeting card and snail mail service that we considered but then eliminated from this list due to its convoluted pricing scheme.

Below, you'll find a list of the best greeting card apps and services for sending snail mail, with notes about the above criteria. The pricing mentioned below reflects what you can expect to pay for a single, typical card plus postage. About $4 seems to be the average. There may be slightly cheaper options available, especially when purchasing cards in bulk, but we've simplified the numbers here to make comparative pricing clear.

The Best Custom Greeting Card Mail Services

  • Felt (Android, iOS)
    Best greeting card service for custom handwriting via stylus or finger
  • Handwrytten (Android, iOS, Web)
    Best greeting card app for automatically mailing customers
  • Ink (Android, iOS)
    Best greeting card app for ordering cards in a hurry
  • Postable (iOS, Web)
    Best greeting card service for variety in selection
  • Punkpost (iOS, Web)
    Best greeting card app for adding extras
  • Thankster (Web)
    Best greeting card app for automatically sending cards in bulk for business

Felt (Android, iOS)

Best greeting card service for custom handwriting via stylus or finger

Felt greeting card service

Cards: Felt is a mobile-only greeting card app with a great selection of card styles and options. Styles for pre-made cards range from silly to sweet. You can also create a custom card by using your photos and applying filters, then adding whatever message you like. Pay attention to the type of card you're ordering when using Felt, as some are traditional folded cards and others are flat two-sided cards.

Services: Felt's signature service is the option for you to handwrite cards using a stylus or your finger on a mobile device. That way, your recipients will see your true handwriting, rather than some hired hand's. For an extra cost, you can stuff some bonuses into your envelopes, too, such as confetti or even cash. The app also has a rotating collection of gifts you can add, from flowers to small trinkets (think bath bombs and temporary tattoos).

Felt Pricing: Expect to pay about $4 for one card with postage.

Handwrytten (Android, iOS, Web)

Best greeting card app for automatically mailing customers

Handwrytten greeting card service

Cards: Handwrytten lets you design custom greeting cards from its mobile app or website. The style of cards veers toward being straightforward, rather than cutesy or hilarious. You can find some cards that are colorful and have a gentle sense of fun, but very few push any limits. Handwrytten has tagged quite a few of its cards as being appropriate for business and real estate, making it a great option for sending cards to clients and customers. The site can load slowly sometimes, but the display and interface work well otherwise and help you find the cards you need at the prices you're willing to pay. A sample card that I ordered arrived with good quality printing and neat but believable handwriting inside the card and on the envelope.

Services: As the name plainly gives away, Handwrytten specializes in handwriting your message into cards you order. As you customize your cards, you can choose the style of handwriting you want, as well as the date when you want the card to go into the mail. For an extra fee, you can add gift cards, too.

Handwrytten integrates with Zapier, which means you can connect it to other apps you use to automatically send a card when a certain action occurs, such as when a high-value customer makes a purchase from your Shopify store.

Handwrytten Pricing: One card with postage costs approximately $3.50.

Ink (Android, iOS)

Best greeting card app for ordering cards in a hurry

Ink

Cards: Mobile-only app Ink helps you shop for, customize, and purchase greeting cards in a hurry. The app has 5-by-7-inch flat cards, most of which you personalize with an image and text. A few cards have designs that don't require an image, but most do. Pay attention to the info icon that tips you off to whether the card of your choice is matte or glossy.

The selection of cards steers toward earnest, so don't turn to Ink when you're looking for puns or cards with pictures of cartoon animals drinking margaritas (use Postable for that). Many of the cards in this catalog come with color options, letting you choose, say, the background color from a few options. A sample card I ordered used a sturdy card stock, and the printing quality was top-notch.

Services: While Ink has a website with a landing page, you must use its mobile app to customize and buy cards. The interface works well, but it might be tough to navigate if you have any mobility issues. I much prefer to use a computer when creating cards for general ease of use and to be able to see the image and design on a full sized screen.

In addition to selling one-off cards in either glossy or matte finish, Ink sells packs of cards, too. They start at sets of 10 for a rate of $2 each. Watch out for shipping fees, which tack on another $10 for bulk orders.

Ink Pricing: About $4 for one card and postage

Postable (iOS, Web)

Best greeting card service for variety in selection

Postable

Cards: Of all the greeting card services I've tried, Postable has my favorite collection of cards. The service has a vast range, with designs that are goofy, joyous, pretty, or heartfelt, letting you pick the style and tone befitting the occasion. Some designs allow you to add photos to the card, while others come as-is, save for your personalized message inside. Each message is digitally printed rather than handwritten, though you can choose the typeface, point size, and alignment. The quality of the printing and card stock are high, and when you schedule to mail a card in advance, you choose an estimated delivery date rather than a send date. Pay attention to the size of the cards, however, as I've ordered some that were smaller than expected.

Services: With Postable, you can send cards immediately or schedule them in advance to arrive on a date you choose. You can also save important dates, such as birthdays and anniversaries, in your Postable account and get reminders by email a few weeks before the occasion, giving you time to queue up a new batch of greeting cards. Businesses that use Postable can upload their logo to add to cards as well. You can order packs of cards from Postable that are blank inside, if, for instance, you like to handwrite holiday cards and drop them in the mail at your convenience or deliver them in person.

Postable Pricing: One card with postage costs approximately $4.50.

PunkPost (iOS, Web)

Best greeting card app for adding extras

PunkPost

Cards: PunkPost's selection contains primarily colorful and fun cards for many occasions. Whatever message you type to appear inside is inked by hand by one of PunkPost's writers. A sample card that I ordered, however, was on slightly flimsy stock and the message was written so meticulously that it didn't look like a human wrote it, so be aware that just because it's written by hand doesn't mean it will look like natural handwriting. Additionally, the ink hadn't fully dried when the card was folded shut, so black marks appeared on the card's inside cover.

Services: On the plus side, PunkPost is flush with upsell options. For an extra dollar, you can add confetti inside the envelope. Another buck adds 129 more characters to your message. Upload a picture and for another $1, PunkPost will slip a 4-by-4-inch printed copy of it into your card. You can add a gift card in the amount of your choosing for another $1.60 in preparation and bank fees. If you easily fall prey to impulse shopping, it won't be hard to end up with a $10 card from PunkPost. Beyond adding glitter and photos, the company does have more utilitarian options, however. For example, businesses can hire PunkPost to create a totally custom card that they can order in bulk (minimum 100 per order); contact the company for pricing.

PunkPost Pricing: One card plus postage approximately $6.

Thankster (Web)

Best greeting card app for automatically sending cards in bulk for business

Thankster greeting card app

Cards: Thankster offers greeting cards for a variety of occasions and in a variety of styles. You'll also find designs by a few small greeting card companies, such as Wildhorse Press and Carol Blakney. When entering your custom message, you can adjust plenty of details of the text, such as the letter spacing and line height. If you're lousy at finding the right words, you can pick a message from Thankster's bank of suggestions.

Of all the greeting card apps and sites I tested, Thankster has the oldest-looking interface, but don't let that deter you from exploring its fine array of cards. The card I bought arrived with fastidious handwriting and a nice semi-gloss sheen on the cover.

Services: Thankster's services and pricing favor business customers. The per-card price drops quite a bit when ordering in volume, down to around $2 or less. Thankster gives you the option of sending in a sample of your original handwriting so that the company can create a style that looks like your own.

Thankster integrates with Zapier, which means you can connect it to other apps you use and send cards when certain actions take place. For example, you could set it up so that a thank-you card mails every time you close a sale in Salesforce.

Thankster Pricing: Expect to pay about $3.05 for one card plus postage.


The next time you need to send a batch of greeting cards, whether to send your gratitude or wish everyone you know a happy holiday, consider creating an account with one of these services. They do the dirty work of writing your message in the cards, addressing the envelopes, adding postage, and dropping them into the mailbox.

Photo by Jill Duffy



source https://zapier.com/blog/best-greeting-card-apps/

Tuesday 27 November 2018

10 Unique Lead Nurturing Strategies for Facebook Lead Ads

Facebook lead ads are an increasingly popular way to collect email addresses and other information from Facebook users. And for good reason: two-thirds of adults in the U.S. are active Facebook users, and lead ads are particularly effective at gathering data from these users, since they're pre-populated with users' information.

Of course, as any salesperson will tell you, simply acquiring leads isn't worth much—unless you nurture them. That is, you need to turn those leads into sales. But if you follow the same strategy as everybody else, you won't stand out. To catch customers' attention, you need to try something different. Here, we'll present 10 unique ways to nurture your Facebook lead ads audience.

Follow Up with a Facebook Chatbot

Best for segmentation

MyTravelNerd chatbot

Facebook chatbots provide a powerful way to engage with your customers, and they're surprisingly easy to set up and manage. Instead of sending a 400-word follow-up email to your new leads that answers every question they might have about your product—and many they don't—you can create a custom choose-your-own-adventure-style chatbot responder. Because they live in the same ecosystem, they're the perfect way to follow up on Facebook lead ads.

At their core, Facebook Messenger chatbots "take over" the messaging for your product's Facebook page. If a user sends you a message on Facebook, your bot will automatically send a customized response. User chats and responses are then stored within the chatbot app itself and can be surfaced later or integrated with an external database or CRM. For example, a chatbot for your meditation app might ask users, "What's your biggest challenge with meditating?" Then you can give users customized help, content, and sales pitches based on their response.

Another benefit of chatbot conversations: They let you segment your audience based on how they respond to chat questions. In the case of a meditation app, you could segment "first-timers" and "experienced meditators" based on an initial question asking about the user's experience level.

Not sure where to get started building your own chatbot? Check out ManyChat (from $10/month). You can play around with their free trial, and if you decide to launch, they have a helpful feature that lets you automatically follow up with Facebook engagers. I use ManyChat for travel deals company, MyTravelNerd, but options abound: You might also consider Chatfuel, Microsoft Bot Framework, or Massively.

If you're having trouble hooking customers by email, consider a chatbot. They provide a fun, personalized way to engage with—and segment—your growing audience.

Quiz Your Audience

Best for B2C leads

Unlike surveys, which often require bribing users with prizes or coupons, well-built quizzes can provide the same useful data and delight customers at the same time. They're compelling to audiences, and they still help us learn more about our customers.

Admittedly, plenty of companies use quizzes as lead generators, so you'll need to make your quiz unique in order to stand out. Try to think of quizzes you'd actually want to take ("How much do you really know about fashion?") rather than ones that fit your segmentation needs ("What kind of pants do you like to wear?").

Quizzes work especially well for Facebook lead ads if they continue a question or theme posed by your original ad. For example, if your ad asks "Want cheap flights out of LAX?" then your quiz might be "How many of these LAX travel secrets do you know?"

If you've never built a quiz, Outgrow (from $25/month), Riddle (from $15/month), and Fyrebox (free for up to five leads/month) all offer a variety quiz templates to start from.

Send Retargeted Video Ads

Best for visual-friendly consumer products

Signing up with a lead ad form is really just a signal of intent: This customer is somewhat interested in what you're offering. But you still need to sell them, which is why we're recommending that you serve a video ad to customers who have already engaged with your Facebook lead ad.

Many of your leads will likely never open your welcome email, which means you have two options: Give up hope of reaching these customers, or retarget them with a mid-funnel video ad.

Knowing that these customers are interested in your product or service gives you license to have fun with these retargeted ads (e.g., "Don't pretend you don't love our swimwear…") It also gives you a low-cost way to target your most promising audience.

Naturally, video ads work best for visually appealing products like clothing and gadgets. But even unsexy products can do well in video. If you already have a social ad campaign, consider retargeting your Facebook lead ads leads.

Invite Leads to a Private Slack Channel

Best for tech-savvy customers

Although you might associate it with workplace communication, Slack is a powerful tool for engaging with any community. And with the information collected from Facebook lead ads, you can provide a personalized experience in the Slack channel itself—inviting leads to channels for specific interests, geographic regions, or however you segment your customers.

Inviting new Facebook lead ad users to join your Slack channel does two things: It makes them feel included as part of a special group, and it gives them the opportunity to engage with you—and each other—in a structured way.

If you're a digital marketing agency, you could create a #marketing-advice channel and keep users updated with your events. Then, you might hold a live AMA and answer their questions right there in the Slack channel.

And because Slack is so automation-friendly, you can use it to do almost anything: blast members whenever you add a new product to your store, remind channel members about upcoming events, and more.

Create a Branching Content Funnel

Best for content marketers

You've done a great job at content marketing, and you've amassed heaps of library content in your archives. Sure, you could blast new leads with random assortments of your best content, but most of it won't be relevant. Instead, try creating branching content funnels that match your leads to the most appropriate content.

Think of it as lead scoring, but instead of scoring on a single variable such as "interest," you're scoring across the various types of content you provide. Some of the initial segmentation can come from the information you collect from the Facebook lead ads themselves. For example, you might send certain content to people who identify as female.

But then you can further target content based on your leads' engagement with it. Say you have a wellness blog with content related to nutrition, yoga, and parenting. You could score each of your leads on those categories depending on which content they engage with—through email opens and clicks. You can automate this scoring and messaging within many email marketing apps, including MailChimp, Constant Contact, and Drip, or you connect click and open data to an outside database or CMS and automate the scoring there. For example, users who show interest in yoga by opening and clicking on emails related to yoga will get tagged with that interest and subscribed to an automated campaign full of yoga-related content. You can make this scoring and automation as simple or complex as suits your needs.

Branching your content marketing in this way ensures the right users see the content that matters to them. It also keeps you from bombarding your new customers with content they don't care about, which can lead to massive unsubscribes.

Send a Personalized Welcome Video

Best for large-ticket sales or further down your funnel

Personalized welcome videos let your customers see the humans behind your brand, which garners trust. And they're especially effective for Facebook lead ads, which give you very little opportunity in themselves to share your brand's personality and message.

For example, I send personalized welcome videos to users who sign up for a free trial of our premium subscription. Here's what they look like:

Anecdotally, I've found that users who receive these videos are (a) less likely to cancel their free trials and (b) more likely to engage with the brand down the road, including things like filling out surveys. Plus, they're fun to do. I use a personalized video service called Bonjoro (from $25/month).

Any time you get a new lead from Facebook lead ads, Zapier can send you a notification in Bonjoro, prompting you to make a new video:

You can then continue nurturing the lead by automating Bonjoro further. Zapier can trigger actions in your other apps whenever someone watches or otherwise interacts with your Bonjoro.

Of course, creating these videos takes time and energy, so if you're cramming the top of your sales funnel with thousands of leads, you'll probably want to narrow down your welcome video audience based on some post-signup action (like free trial subscribers). But if you're in B2B sales or even B2C with large-ticket items, like real estate, personalized videos can make a huge impact on your sales funnel.

Send a Postcard

Best for small, high-value lists

Example of a sale postcard

You're probably used to digital marketing, but snail mail—when done right—is a great way to stand out from the competition and get leads' attention. You can collect a lead's home address as part of a Facebook lead ad form. This extra step will likely reduce your signup rate, but you'll know you're working with more qualified leads. For big-ticket items, it's worth a try.

MailChimp, the popular email marketing software, actually provides a dedicated postcard service that uses your existing email list. All you have to do is design the postcard, decide how many users you want to send it to, and voilà, MailChimp does the rest (for about $0.75/card). Other direct-mail apps worth checking out include Mailjoy (from $0.90/card) and PostPilot (from $0.69/card).

Your postcard could be a sale announcement for your online store, a clever cartoon explaining the benefits of your SaaS software, or a personalized introduction from an account manager. Whatever works for your business.

Again, you shouldn't send postcards to all 100,000 leads who sign up through Facebook. But if you're building a smaller, more targeted list, or engaging users further down your sales funnel, snail mail could make you stand out from the crowd.

Create an SMS Bot

Best for big-ticket sales

If you've been in the market for a house or condo in the last few years, you've probably encountered an SMS bot. Realtors have realized that sending automated text messages to new leads is a lot easier than reaching out directly. But there's no reason this strategy should be limited to real estate. And it's perfect for Facebook lead ads where you're capturing a phone number with what Facebook has on file—no extra effort required from the user.

Many companies send a simple onboarding SMS and then have a sales rep follow up, but there's no reason you can't automate an SMS bot to the same extent as you would a Facebook Messenger bot. In fact, you can use the same segmentation and engagement strategies as you would from the chatbots.

Not sure where to start? Connect your Facebook lead ads to Instabot (from $49/month) to build your bot, and connect it to Twilio (pay-per-SMS) to manage texts. Here's a Zap to get you started:

Dump Your Cold Leads

Best for large email lists with low conversion rates

Facebook lead ads are attractive because of how quickly they can fill the top of your sales funnel. But all this quantity does not guarantee quality, and you're bound to end up with a lot of unresponsive leads. These leads can cost you money (e.g., email service subscriber fees) without providing any return on investment. What should you do?

Try to break up.

The idea is deceptively simple: If you've got a bunch of cold leads that aren't engaging with anything you throw at them, send them an email with a subject line like, "It seems like we should break up." In the body, explain that you clearly aren't meant for each other and you should probably quit talking. Then give them an opportunity to stay on your list by clicking a link.

A few companies have tried this strategy on me, and, even though I know what they're doing, I almost invariably fall for it. Why? Because we all hate being rejected.

Sure, this strategy a bit manipulative. But if you're paying for a large email list, you have absolutely nothing to lose by trying to dump your unresponsive leads. In fact, you could save some money by reducing your list. And best case scenario, you re-engage a few cold leads.

Most of the best email marketing apps have automation features, so you can create a set-it-and-forget-it campaign to dump your cold leads.

Send a Truly Personalized Welcome Email

Best for brands with clear customer segmentation

"Personalization" has been at the tip of every digital marketer's tongue for ages, so it's surprising how few email campaigns are truly personalized. When was the last time you opened a welcome email that felt like it was being sent to you and not thousands of other people?

Facebook lead ads provide great opportunities for personalization thanks to the wealth of data Facebook has on its users. You can collect users' home city, gender, and even job title without asking them to complete extra fields. That means your welcome email could say something like "Guys in Tacoma love our doughnuts!" instead of "Everybody loves our doughnuts!"

If that sounds daunting—automate. Connect your Facebook lead ads to your CRM or email marketing platform and create an automated personalization onboarding campaign:

This strategy is particularly effective for brands with clear customer segments, such as "urban mothers" or "tech gurus," since it lets you market to these segments' interests right off the bat instead of trying to glean them through other methods. Conversely, if your customers are more heterogeneous, you might be okay sticking to a single onboarding email.


Gathering prospects with Facebook lead ads is easy. But nurturing these leads requires a more specific, unique strategy, since customers get bombarded with the same marketing shtick from hundreds of companies. Applying cookie-cutter lead-nurturing strategies will waste all the personalized information that you've gathered from Facebook lead ads. Of course, the best nurturing strategy depends on your business. Try out a few options to see which ones show the most promise, and then run with whatever works for you.

Image of postcard via Mailjoy.



source https://zapier.com/blog/lead-nurturing-facebook-lead-ads/

Monday 26 November 2018

The Zapier Guide to Email Automation

Email is essential for work—and yet, email is often not productive. Your inbox is the rare place where critical tasks, important information, news, app notifications, and personal letters all mix in an unwieldy list that is always filling up.

Email apps only help so much. They simplify organizing and searching through messages, but still take our time and attention.

You need a tool to handle email for you, something that watches for critical messages and makes sure you see them, sends routine emails automatically, and saves important information from emails. You need an automated email inbox.

Here’s how to build one in Zapier.

Zapier for Email

A Zapier Email Workflow

Zapier isn't an email app. You won’t use it to check your email each morning or write a long email to your friends (not easily, anyhow). Your regular email app handles that (and if you don’t love your email app, check our roundup of the best email apps to find a new one).

Instead, Zapier’s a tool that’s perfect to automate all your other email tasks. Zapier can notify you about important emails, or automatically file and reply to routine messages for you. And it can send emails on its own, for a great way to send personalized bulk emails to your contacts or send a message at the exact time it’s needed. It’s a flexible way to make email work the way you want.

Email by Zapier
Zapier can make a new email inbox for anything you need

The most straightforward way to use email in Zapier is with the built-in Email by Zapier tool. It gives you two core features. You can create a new email inbox for anything you want, and send automated emails with a partly personalized address.

Custom email inboxes are handy. Say you want to have all your email newsletters automatically saved to Pocket or want all your task-related emails added to your to-do list. Make a new inbox with Email by Zapier, and use that new address when you sign up for newsletters or apps that send you tasks. Then, you can have Zapier send the emails to the app you want.

Or, when you need to send individual emails quickly, Email by Zapier can do it for you. Without any extra settings, Zapier can send customized email reminders, notifications, and any other message you need from a random @zapiermail.com address.

Gmail Zapier
New labeled email? Zapier can watch for those, too.

Zapier also works with your email service—perfect to watch for new emails in your core inbox, find older messages, or send automated emails with your personal email address. Gmail, Office 365, and Zoho Mail have direct Zapier integrations to connect to your inbox, or you can use Zapier's IMAP and SMTP apps to receive and send emails, respectively, from any email service.

How to Automate Your Email

Automating your email with Zapier is rather easy. All you need is to figure out some part of your email workflow you'd like to automate—or start out with some of our most popular email workflows (called Zaps).

Need to send faxes? Zapier can send an email as a fax then forward the reply fax to your email inbox.

Want to save attachments? Zapier can save email attachments to Google Drive and Dropbox.

Zapier can create a custom email newsletter from RSS feeds, graph your Gmail unread email count, and send chat messages from your inbox. It can read your emails automatically with Email Parser then copy important info and save it automatically.

Once you've found a use-case that fits your needs, it's time to build a Zap that connects email to your other favorite apps. Here are a few popular examples—with details on how to build the Zaps you need.

Make a Custom Inbox for Anything

Zapier Email Trigger

Email is one of the easiest ways to share data from apps, and your email address is the online ID you use to sign up for everything from memberships and app accounts to newsletters and discounts. With Zapier’s Email tool, you can make a custom email inbox for anything you want so those emails don't clog up your inbox.

Click the "Make a Zap!" button at the top of the page, choose the Email by Zapier app, and select the New Inbound Email trigger. Zapier will then let you create a custom email address for your workflow.

Each Zapier email address includes random characters along with the name you pick for your inbox. Say you want to email new tasks to another app that works with Zapier. You might add the name tasks to your Zapier email address, for a full email of something like tasks.1abcd@zapiermail.com

Whenever you want to add a new task to your app, you could then send an email to tasks.1abcd@zapiermail.com, with the title of your task as the email subject.

Be sure to copy your new Zapier email address and add it to your address book along with a name that’s easy to remember. Then send a test email to your Zapier email to finish making your Zap.

Now repeat that for everything you want to automate with email, with inboxes for receipts, projects, notifications, and more. Use those emails to sign up for apps if you want to re-route their notifications, or to subscribe to newsletters, or to share with colleagues if they’re sending you tasks.

Then add action steps to your Zap to put those emails to work. Here are some examples to get started:

Get Notified about Critical Emails

Ask Zapier customers how automating their inbox helps their business, and one of the most common answers is instant email notifications. “If a case is of high importance, it's synced so that it notifies a manager by SMS and email that they need to take action immediately,” says Savoury Chief’s Kyle Nordman when asked about their email workflow. “It keeps us very quick and on top of things.” Global Eagle’s Mike Stephens says something similar with their email alerts when issues pop up in their tracking system. “This provides us timely notification where otherwise we would have to wait for someone to notice an email or dashboard showing the outage,” says Stephens.

New orders, support tickets, issues, alerts, and more often come through emails—and Zapier helps you make sure those don't slip through your inbox.

Zapier Filter Email

With Zapier's Gmail, Office 365, or IMAP integrations, you can set up your Zap to watch for new emails. Add a Filter or Path step to your Zap, and have Zapier act on criteria you set for your most important emails. Need to wait for emails with a specific sender or subject line? Add those details here. You want Zapier to find the emails you need to see, but might have missed in your inbox otherwise.

Then, add an SMS action to get a notification about these important emails or a Slack or other team chat app action to let your team know about the email. You can get notified about these emails any way you want.

Send Customized Email Notifications

Zapier Email
Now, Zapier can send you an email to make sure you're notified

Zapier can also send you (or anyone you want) customized email notifications, which is especially handy when your apps don’t already send you email notifications.

Start your Zap with the app you want to get notifications for, add a Filter step as above to watch for the precise phrase or term you need (where you might not need to be notified about everything from the app, but instead, say, only critical events). Then add an Email by Zapier action to send the customized notification email about the item.

The same works to ensure important email messages are at the top of your inbox when you start work. You could also use it to share email messages with colleagues. Got an email that your website is down? Zapier could share that email with your entire dev team. Or it could forward the email to your personal account to make sure you get notified even over the weekend.

Or maybe you’d rather get reminded about emails later—to, say, get the email back at the top of your inbox on Monday. Add a Delay action before the email step, and Zapier will wait as long as you want to send the email.

Turn Emails Into Tasks and Notes

Zapier email to task

Your inbox, in many ways, is a to-do list, albeit a messy one. Zapier can clean things out.

It starts with the previous ideas. Either make a new Zapier email address where you can email tasks, or have Zapier watch your inbox for new emails about things you need to do. You could BCC your Mail by Zapier email address when sending important emails, so Zapier could add a task and remind you to follow up later.

Then, add your to-do list app to Zapier. Put the email subject as the task name and the body as the task note. The next time you check your to-do list, the actionable emails will be there for you to check off.

The same works with your notes app. Want to make sure you don’t lose boarding passes, receipts, and other important emails? Add a filter to watch for those messages, and have Zapier save a copy to your notebook.

Want to save your email attachments as files outside of your inbox? Zapier can copy those to Dropbox, Google Drive, and more for you as well:

Send Personalized Email Messages Automatically

Zapier Gmail Google Sheets

Sometimes you need to send a lot of emails. You’d love to give them all a personal touch, but when you’re inviting dozens of people to a party or thanking everyone who assisted with a project, it’s tough to find the time, let alone sound creative on the 58th email.

Zapier can fill in for you. Write one template email and Zapier can personalize the messages and send them out automatically.

I start with a Google Sheets spreadsheet, where I list the contact’s name, email, and any other details I want to include in the message (perhaps their company’s name, or a personalized sentence about how they contributed). You could start with any app you want: Spreadsheets are great for making one-off outreach lists, but you could also build automated emails to thank new Shopify customers, welcome new email list subscribers or Slack team members, and much more.

Once you've set up your trigger app, add an Email by Zapier or Gmail action. Select the contact’s email address in the To field from your trigger app. In the email body, write the core message—and click the + button to add personalized details to each email, such as the person's first name.

Don’t use this to automate your friendships; that likely won’t work well. But Zapier’s automated emails are a quick way to keep yourself from doing the same thing over and over again.

Send Emails When They’re Most Effective

Zapier Delay Email

Send a colleague an email at 8PM on a Friday, and they might not read it until they’re back in the office on Monday. In the meantime, dozens of other emails will come in—and yours will be somewhere near the bottom of the list.

Or, on the other hand, you might have something that needs to be done on Monday, and you know you’re likely to forget it. If only you could make sure an email would show up in your inbox right when you sit down at the desk.

Zapier has two tools to help there. First, Delay. Say you’ve written an email right now, but know it’d be more effective if sent later. Or you’ve received an email, and need to be reminded on Thursday when it’s time to take action. Or maybe you’ve published a blog post, but want to email it over the weekend when there’s more time to read. Zapier’s Delay can wait until the time you want and then use an Email, SMTP, Gmail, or Office 365 action to send your message.

Think through how you’ll write the email. You could put draft emails in a spreadsheet or as new notes in Evernote or send them as an email to an Email by Zapier inbox. Or maybe you’ll send a message based on data in another app—a new booking, invoice, form entry, or anything else. Add that as your Zap’s trigger. Then add a Delay step—and customize it to work the way you want, with a Delay for action to have it delay for an hour or a day, say, or a Delay Until action to wait for a specific date and time. Finally, add an Email action to send the message when you want.

Here are some example Zaps to send scheduled emails for forms, orders, and more:

Schedule Email

Then, there’s Schedule. Need to remind your freelance team to send their invoices in on Fridays? Want to remind yourself to check your site analytics every month? For that and much more, Schedule’s the kitchen timer you need for your communications.

Start your Zap with a Schedule trigger, where you can choose to have it run every day, week, or month. Add the details you want—such as the day of the week or the time of day. Then add an Email action to send the email—to yourself or anyone else. When it’s time, Zapier will send those emails for you automatically.

Automatically Sort Emails

Add Label to Gmail message

Now for a more complicated workflow—one that only works with Gmail. Once Zapier's finished sending a notification about your email or turning it into a task, that email doesn’t need to live in your inbox any longer. Zapier can add a label to orderly file it away so you can find it again if you need—but won’t have to think about that email again otherwise.

Add one more Gmail action to your Zap, this time choosing the Add Label to Email (you may need to click the See More link first). Select the same Gmail account as before. Now add the label you want to add to this email, and in the Message to be Labeled menu, scroll to the bottom and select Use a Custom Value. Click the + button on the right, and choose the ID value from your Gmail trigger.

Add Gmail Label automatically

Every time your Zap runs, Zapier will now also label the message. It can’t archive the email—so it’ll still sit in your inbox as well—but if you’d like, you can add a custom Gmail filter to archive every email with that label automatically. Search in Gmail for your label name, click the down arrow beside your Gmail search box, select Create a Filter, then check the Skip the Inbox box to move all of those labeled emails out of your inbox.

And with that, you’ll have a fully automated inbox.


Step back for a minute and think through how you usually manage email—glancing through subject lines on the train, replying quickly to small requests, making a mental note of what needs a reply when you’re in the office, and frantically searching for boarding passes and receipts at the last minute in line when your email doesn’t want to load.

Now think through ideal ways you’d like your email to work. Maybe those receipts and boarding passes would be saved somewhere better than your inbox, and perhaps an auto-reply could suffice for the cold-call emails. You might even want more emails—you check your email, after all, and it’s a great way to get notified about important stuff, too.

Then build your own email workflows. You won’t replace your email app, and you won’t quit checking email. Instead, you’ll have a more productive messaging workflow that makes email work for you.

Further Reading

Want to get more out of your email? Here are some of our most popular guides to help:



source https://zapier.com/blog/email-automation/

Wednesday 21 November 2018

Google Calendar Is Shutting Down SMS Notifications, Here's How To Keep Getting Them

Google is shutting down SMS notifications for Google Calendar events on January 7, 2019; users are encouraged to use in-app notifications instead. This makes sense for most users–the Google Calendar app is ubiquitous–but there are still a few cases where SMS notifications come in handy, such as users without access to a reliable internet connection.

Zapier can help if you want to keep the SMS notifications flowing. We offer simple automations called Zaps that can do just about anything to move information between your favorite apps–including sending you an SMS message when a Google Calendar event is about to begin.

Let's dive into setting everything up.

Option 1: Get Started Quickly with a Zap Template

The template below will walk you through setting up a Zap that will send SMS messages for upcoming events on your calendar.

Using this template you will:

  • Log into Zapier or create an account if you don’t have one.
  • Connect Google Calendar to Zapier.
  • Choose which calendar you want notifications for.
  • Set up SMS by Zapier by confirming your phone number.
  • Write a custom message for your SMS notification.

This is the fastest way to set up SMS notifications for Google Calendar.

Option 2: Build Your Own Zap

If you want more control over these notifications, including filtering so you only get notifications for particular events, you should build your own Zap instead. Here’s how to do that.

Step 1: Log in to Zapier

Head to Zapier.com and log into your account, or create one for free if you don't already have one. Once you're logged in click the "Make a Zap!" button at the top right. Now we can get designing.

Step 2: Set Up Your Google Calendar Trigger

We’ll start at the beginning (which, as I understand, is a very good place to start.) We need to choose Google Calendar as our first app, because it will the source of our notifications.

Choose Google Calendar to begin

We will choose “Event Start” as our first step.

Event Start

Next, you will be asked to sign into your Google Calendar account or asked to choose from any accounts you've already signed into. Click "Continue" once you've signed in and connected or chosen an account.

Step 3: Customize Your Zap: Choose a Calendar and When Texts Are Sent

Now we can choose which calendar we want to see events from and decide how many minutes before an event the text should be sent.

Choose and configure your Google Calendar

Zapier scans Google Calendar every five to 15 minutes (depending on your plan), so we recommend setting this to at least 15-25 minutes ahead of time if you want at least a 10-minute SMS warning of your upcoming calendar event.

Note that you can also set a Search Term to filter your calendar. This is useful if you only want notifications for particular events, such as events on your calendar that include words like "meeting" or "important!".

Click the "Continue" button when you're ready. You'll be shown some sample data; check it out, then click the "Continue" button.

Step 4: Set Up SMS by Zapier

Next, we'll work on what happens when a calendar event is approaching. Add a new step, then choose SMS by Zapier as your app.

If you've set up SMS by Zapier before, you can reuse that account, but don't worry if you haven't, it's simple. You’ll need to enter your phone number, then request a PIN. Enter this PIN to prove you own the number in question.

Setting up SMS by Zapier

Once that's done, pick your account and click "Save + Continue."

Step 5: Customize Your SMS Message

Now you can customize your SMS alert. The default tells you that your event is starting soon.

As you can see, I've got a busy afternoon ahead of me.

You can edit this text to say whatever you want. You can also insert a "Field" to pull other information from your Google Calendar event, such as the start time. Click the plus sign at top-right and you’ll see a variety of information pulled from your calendar event.

Zapier fields selection

Play around until your text looks just right, then click "Continue." You'll be asked to send a test to make sure everything's working as you wish.

Calendar Fields

Click "Sent Test To SMS by Zapier" and your phone should get a text message.

Test SMS

It's working!

Text notification!

Step 6: Turn Your Zap On

Now that everything is set up, it's time to turn on your Zap. Give it a name and optionally save it to a folder on Zapier.

Save your Zap

You will now get SMS notifications for every event on your Google Calendar, even after Google shuts down their notifications in January 2019. Enjoy!



source https://zapier.com/blog/google-calendar-sms-tutorial/

Tuesday 20 November 2018

20 Creative Ways to Use Trello and Organize Everything

Trello is a terrific tool for project management and task management. The visual Kanban boards are flexible, shareable, and let you pack a ton of detail into each card. But Trello isn't just for work. You can use it to organize just about anything, perhaps your entire life.

As Trello co-founder and Stack Overflow CEO Joel Spolsky explains:

Some people saw Trello and said, "oh, it's Kanban boards. For developing software the agile way." Yeah, it's that, but it's also for planning a wedding, for making a list of potential vacation spots to share with your family, for keeping track of applicants to open job positions, and for a billion other things. In fact Trello is for anything where you want to maintain a list of lists with a group of people.

Spolsky says he uses about 30 Trello boards regularly with everyone in his life. Once you see some examples of the many different ways to use Trello, you might too.

If you're wondering what else you can use Trello for besides managing work projects, take a look at these inspiring example boards and suggestions.

Organize Your Day

Your days are filled with all sorts of to-dos for all areas of your life. Having these tasks all in one place is essential to getting things done. Unlike traditional to-do apps, with Trello you can collect your tasks into lists while still getting a bird's eye view of your entire day. That makes it a perfect tool for planning what to do next.

Ross Rojek, CTO of GoLocalApps, has a board set up where he organizes tasks based on the time each takes.

Trello task management template
Get a bird's eye view of your day (image via Ross Rojek)

Alternatively, you could use lists for time blocks during the day, say, Pre-work (6 to 8), Morning (8-12), Early Afternoon (12-3), and so on. Then you can move tasks around as needed throughout the day and quickly identify the type of task it is using labels (for example: family, work, household, etc.).

Track Your Time Automatically

Trello time tracking template
Keep track of how you spent your time (image via RescueTime)

Time tracking isn't just for people who need to invoice by time spent or fill out timesheets for their boss—it's one of the best ways to increase your personal and professional productivity.

Unfortunately, the manual entry required for most time tracking methods can give you a headache. Here's an easy solution: Connect Trello with RescueTime via Zapier so that every time you drag a card to your Done list, that event will be highlighted in RescueTime.

Robby Macdonell writes:

Now I'm tracking events on different boards for my work and personal to-dos. Reviewing my highlights helps me see what I'm getting done and how balanced I'm being. Am I spending too much effort on work at the expense of personal tasks I need to get done? Or is it the other way around? That used to be a really hard question for me to answer and now it's so much more visible. It also keeps me more organized because I know that if I use Trello, I'll save myself some typing later when manually updating my highlights list. The two systems compliment each other really well.

You can use this yourself:

Save Recipes and Plan Your Meals

Trello recipes and meal planning template
Trello makes meal planning easy (image via Trello)

I don't know about you, but the most trying part of my day is usually when dinnertime is approaching and I have no idea what I'm going to cook. Meal planning is the key to avoiding the stress of thinking "What's for dinner?" and with a meal plan, you'll save both time and money.

Trello makes it dead simple to both organize your favorite recipes and plan out a week's worth—or even months' worth—of meals.

Create a recipe board where you can customize each card with a photo of the dish, a checklist of ingredients, and cooking instructions. For inspiration, see Serious Eats' J. Keni López-Alt's recipes board and Mark Bittman's recipes board. Both are public, so you can copy them to your own account. Just click on the Show Menu link at the top right of any Trello board, click More, and then choose Copy board.

Then, to create a meal plan, simply add a date to the recipe card you want to make. If you go into the Trello board's calendar view (enable it by opening your board's menu, selecting Power-Ups, and clicking the Add button on the Calendar card), you can then see your meal plan by week or month:

Trello calendar view

Organize Your Reading List

Trello books template
Set up your virtual bookshelf (image via Juvoni Beckford)

Got an ever-growing list of books you want to read? We're with you. You could simply keep a vertical running list of book titles in a note—or add more organization by creating cards for each book in Trello.

Then, as software engineer Juvoni Beckford shares, you can track and manage every aspect of your reading life—from storing book recommendations to maintaining a reading queue to writing up book reviews for personal use. Check out his post for complete instructions on his system or grab his Trello board template to start using it yourself.

Even better, share your books board with family and friends or co-workers to start a book club.

Plan All the Media You Want to Consume in a Personal Dashboard

Trello media tracking template
Queue up movies, games, and more in Trello (image via Jeff Ruberg)

Besides books, you likely have a ton of other types of media you want to get to soon. There are games to play, TV shows to binge on, new songs to listen to, and movies to see. With all of that stuff, you could probably use a system to prioritize the media you're going to consume.

Developer Jeff Ruberg built his media-tracking system in Trello. It uses a familiar Soon, Next, Queued Up, Currently Doing, and Done lists structure; labels for type of media; and checklists with metadata, such as links to related articles. Copy his public Trello media board.

If your media list needs aren't that extensive, you could simply have one list for the books, movies, games, and so on that you want to get to in a broader personal dashboard, as Zapier Support Lead Micah Bennett does.

Plan a Vacation

Trello vacation template
Take the stress out of vacation planning (image via Melanie Pinola)

Planning a trip usually involves a lot of juggling and decision making. (For some trips, like a visit to Disney World, planning is like having a part-time job.) Trello makes it easy to capture all the details—from your reservation confirmations to your packing list to each day's activities—so you can relax and actually enjoy the vacation.

I use this for both short trips and long, packed ones since it's easy to drag-and-drop cards to move plans around, staying flexible but still organized.

Run a Blog or Website

Trello blog template
Keep your blog on schedule in Trello (image via Vicky Cassidy)

Running a blog or website is an ongoing project that involves juggling a lot of tasks. It's a commitment, and to keep that site up and running without wasting time and energy, you need the right tools.

Vicky Cassidy shares how she organizes her award-winning blog, Things I Made Today, with Trello, prioritizes blog-related tasks with Todoist, and automates what she can with Zapier. Trello in particular serves as her hub for ideas (that is, recipes to share) and captures ideas from around the web on the fly using Zapier:

Cassidy also uses Trello to plan content, with lists for Scheduled, To Schedule, To Make, and more.

Hunt for a Job

Trello job search template
Organize your job search (image via Trello)

Searching for a job could take months or even years. Along the way to your perfect next job, you'll need to keep track of the companies you want to work for, the ones you've applied to, interviews you've had, and things you need to do, such as update your resume, polish your LinkedIn profile, and follow up on job applications.

Take it from Trello content marketing manager Lauren Moon, who used Trello in her job hunt to land her job at Trello. As she says, it helps to get organized: "I recently went through an arduous, months-long job search. I found, however, that the process really streamlined after I adopted Trello into my workflow."

Copy Trello's job search sample board to customize it for your own job hunt.

Manage Your Money and Personal Budget

Trello budgeting template
Maintain a budget in Trello (image via MakeUseOf)

How do you track your money and follow a budget? A spreadsheet? Paper? If you're already using Trello to organize other areas of your life, you might appreciate using it for personal money management too.

Create a financial plan, such as a plan based on Dave Ramsey's 7 baby steps, to track your progress toward achieving financial goals like building an emergency fund or paying off debt. Trello's Kanban view will help you see at a glance where you are in the process and nudge you along.

MakeUseOf also offers a step-by-step guide to managing a budget in Trello. Set up cards for your paychecks and each bill you expect each month, track bills with labels, and see money left over with a separate card. Sure, it's more manual than using an app like Mint, but if you enjoy a hands-on approach to tracking your finances, Trello could be the tool for you.

Track Tax Paperwork and Charitable Donations

Trello tax organization template
Keep your tax papers together and organized (image via Trello)

Tax season is a stressful season. Forms start flying in. Receipts seem to go missing. The filing deadline approaches rapidly. I'm particularly affected by tax stress syndrome, having mortgage- and investment-related forms, 10 freelance forms and W2s, childcare-related expenses, and business receipts to track down and gather. It's a lot of paperwork!

A Trello board is a useful place to keep all those moving parts together—and share with your accountant. Trello's Stella Garber shares how she stays organized when filing taxes and a sample tax board you can copy. Similarly, if you donate items throughout the year, keep track of those donations on a Trello board to make sure you never miss a deduction.

Manage Real Estate

Homebuying Trello board
Buying a puppy may or may not be part of your homebuying to-do list (image via Damien Saunders)

Finding a new place to live and moving into it is always an ordeal, and it's 100 times more stressful when you're trying to sell a home or buy a property (or both at the same time). Trello can at least can help you stay organized throughout the process.

Your board can contain lists of properties you're looking at and critical tasks, such as getting a mortgage approved and finding house movers. Management consultant Damien Saunders shares his Trello board template for buying a house, which you can adapt for selling a home.

Trello also offers a house hunting template, which has lists for Craigslist, Potential, Contacted, and No—which would be suitable for finding a place to rent too.

Maintain Your Home or Organize a Home Improvement Project

Trello home maintenance board
Track everything you need to do for your home in Trello (image via Gavin Rehkemper)

Owning a home is a ton of work that never ends. There's always something to take care of, whether it's updating old appliances, getting your kitchen remodeled, repairing a leaky faucet, or simply cleaning out the gutters. It's a little easier when you have a board dedicated to tracking home-related projects (and maybe even a systematic process for tackling those projects).

Developer Gavin Rehkemper and his wife do just that, with a house maintenance Trello board that contains lists for each area of their house and cards for each task or project.

Got one big project you want to stay on top of, such as remodeling a bathroom? You could create a board with lists such as Budget, Contractor Estimates, Products I Like, and so on.

Plan a Wedding or Other Big Event

Trello wedding planning board
Countdown to the big day (image via Macy Volpe)

If you have a big day planned with lots of guests involved, you'll probably want to plan out the details far in advance so the day goes smoothly and just as you picture it.

Macy Volpe writes on To Travel & Beyond about how her Trello wedding board saved her countless times when she was planning her wedding, particularly when she needed access to information from her phone:

I saved contracts, photos, notes, and more into each card, then I kept my planning timeline updated by moving things around as needed. As usual, but took a little bit for me to figure out how Trello could work for me in this specific way, but in the end it was the only things keeping everything together.

Her tips for using Trello include adding team members to the board to help with tasks (don't forget to delegate to the wedding party!) and creating a weekly checklist for yourself based on the monthly tasks.

Record Children's Milestones

Trello baby milestones template
Keep track of precious moments (image via Trello)

From the time they're born to the day they move out of your home, children go through so many changes—most of which you'll probably want to record to look fondly back on when they're older.

Start with the baby's first year with this baby milestones Trello board. It has cards to record milestones by month in one list, but you could create individual lists for each month.

Then create lists as they get older to record your kids' report cards, achievements, and other notable events.

Share the board with family members so they too can enjoy these memorable times.

Organize Your Hobbies and Personal Collections

Trello hobbies template
Anything you collect can be organized in Trello (image via Guilherme Ferreira)

Many hobbies involve a collection of items and ideas for projects. If you're a painter, you'd have a collection of brushes, paints, and canvases. If you're a photographer, you might have more than one camera, a bunch of lenses, filters, and other accessories—plus locations or subjects to shoot and techniques to try. Or you just might be an avid collector of fountain pens, vinyl records, Funko toys, expensive whiskeys, etc.

Trello's there to help you organize your collection and hobby. The tool's flexible enough to adapt to whatever interest you want to track visually.

Gotham Quilts shares this quilt organizer Trello board, for example, while Portuguese software developer Guilherme Ferreira shows how to use Trello to manage your wine cellar.

Organize Your Creative Writing

Trello writing template
From short stories to novels, plan out your writing in Trello (image via Word Wielders)

Back before there were tools like Trello, both budding and experienced authors used index cards to organize their ideas, plot changes, character notes, and more into flexible lists. People still do use paper index cards, but Trello can be used the same way—only it's digital, searchable, and easily shareable.

Word Wielders points out several ways you can use Trello to get a better handle on your writing. From a general writing board that contains lists by genre to a board that tracks stages of development for short stories (brainstorming, outlining, drafting, etc.), you'll find lots of examples for capturing your writing process and progress.

Plan Household Chores and Spring Cleanings

chores and cleaning Trello board
Plan weekly chores and annual deep cleanings with Trello (image via The Balanced Mamas)

The Balanced Mamas' Heather Farris uses Trello to capture all of the tasks she wants to complete when it's time to deep clean her house: "I go through my house room by room and add tasks in each card from my phone. Then when I'm ready to deep clean I know what I need to get done."

If you find yourself distracted by lower-priority tasks when it's time for spring cleaning, a Trello board helps you stay on track by reminding you of your most important to-dos.

You can also use Trello to plan weekly chores for your family. If you have lots of kids and want to make sure everyone's chipping in—or if you just want to make sure you and your partner are dividing chores equally—use this household chores Trello board template to get everyone organized (and keep everything spotless).

Plan a Birthday Party

Trello birthday party planning template
Trello helps you plan and throw the ultimate birthday (image via Trello)

When you're planning a birthday party, there's a lot to do: buy decorations, send invitations, plan a menu, order a cake, and more. When you're just planning on having a few people over, parties are pretty simple to organize, but when you're planning a big to-do, it gets overwhelming fast.

Zapier contributor Jessica Greene ran into this problem while planning her mother-in-law's 80th birthday party:

My husband and I were trying to collaborate with his brother (who lives 2,000 miles away) to get everything ready for the party, but every time we talked, someone was confused about who was supposed to be doing what. Finally, we created a shared Trello board showing all of the tasks, who each was assigned to, and the status. It cleared up all of the confusion and made the rest of the process much less stressful for everyone.

If you're planning a big party—and particularly if you're planning with others—use this birthday party Trello board template to keep tasks organized and make sure everyone knows exactly what they're responsible for.

Apply to College

Trello college application board
Keep track of colleges and applications with Trello

Applying for college is a multi-year, multi-step process with tons of tasks and lots of varying deadlines. Trello can help you keep everything organized so that you don't miss out on getting into the college of your dreams because of a simple oversight.

University of Chicago student CJ started using Trello at the end of her junior year of high school to keep everything organized:

I used Trello to organize myself and it helped me immensely. The system that I used helped me keep track of deadlines, requirements, and procedures for each different school. It allowed me to keep brief descriptions of different schools and programs accessible for comparison throughout the process. I could keep all my essays in one place, keep track of my progress on those essays, recall which schools I had visited/interviewed at, and which scholarships I had applied to at each school. Basically, I could keep all of my college application information in one place and organize/go through it easily.

Starting out, CJ used three lists to keep track of schools she was interested in visiting: Plan to Visit, Do Not Visit, and Visited. Then, she moved cards from those lists into her next queue of lists: Will Apply, Might Apply, and Won't Apply. Once it was time to start applying, she created cards for each college to keep track of all of the unique application materials requested and deadlines—along with other ancillary to-dos like filling out a FAFSA.

Plan a Dungeons & Dragons Campaign

Trello Dungeons and Dragons template
Organize an entire world with Trello (image via Trello)

I saved the best for last—if you're a D&D fan, that is. The fantasy role-playing game Dungeons & Dragons—especially if you're the Dungeon Master—can get very involved. You're immersed in an ongoing story with ever-evolving characters, plot twists, fictional locations, and random details.

You guessed it: You can plan and organize a D&D campaign with Trello. Here's the D&D board template so you can totally geek out.


If you think about it, a Trello board is basically a bunch of lists laid out horizontally on one page. The beauty of Trello, however, is how the app is both easy to use and flexible, with checklists, attachments, labels, due dates, sharing, and drag-and-drop ease. You can use it to organize and track just about anything.



source https://zapier.com/blog/how-to-use-trello/