3 Ways a Digital Marketing Agency Automates their Christmas

Now with certified Zapier professionals at both our Sydney and Melbourne offices, we've compiled a handy list of three of the coolest automations that we have set up this Christmas that you can use to save time and show off your innovative automation-skills to your coworkers!

Joe Hopkins
Digital Marketing Executive

No doubt you’ve heard the exciting news - CBO has officially become Australia’s largest Zapier certified company! With certified Zapier professionals at both the Sydney and Melbourne offices we are very excited to start into the new year keeping an eye for automatable tasks.


Zapier?


Zapier is an online automation tool and connects all your favourite workplace (and not so workplace) apps and programs such as Gmail, Slack, Google calendar and even Spotify! To put it simply, zipier is the glue that connects over 1,500 programs and gets them to communicate and work together so you can focus on the more important jobs at hand.


As a digital marketing agency, we are always trying to automate new processes - from simple tasks to complex tasks and with everything in between. Why? For three reasons!

1. We enjoy the challenge

2. We like to stay ahead of the curve

3. It’ll save time. In the long term (right?)


So, as my little Christmas gift to you, I’ve compiled a handy list of three of the coolest automations that we have set up this Christmas that you can use to save time and show off your innovative automation-skills to your coworkers!


1. Sending out Christmas Cards (Easy Difficulty)


Okay maybe not cards exactly, but Christmas emails! Being a digital marketing agency, we love sending email blasts - but they need to be done well and authentically. You’d be mad to not be sending out a merry christmas email to all your business partners (and even your family and friends) this time of year. 


Using Autopilot’s easy-to-use interface shown here, we can see we have a simple ‘send an email to all our customers’ journey.

Autopilot has a variety of easy to use automation features. Simply drag, drop or upload lists of your customer databases to your online account for simple, secure cloud storage. Another amazing feature about Autopilot is that you can personalise each individual email you send. As you can see here, we fill in the details of our customer’s names and businesses so no two emails are the same!


 

Autopilot automatically fills out these customer’s details from our database and Voila! Easy, peasy personalised Christmas emails! Who needs cards and gift baskets when you have digital EDM technology like this available?


 2. Updated Signatures Image (Medium Difficulty) 


Now this one is a little more complex, but has a really nifty affect at the end of the day. You may have noticed that we updated our CBO Signatures this Christmas. 


Instead of getting each individual staff member to update their signatures manually through the gmail settings we did this in one swift motion. 


The trick here is that we have all our staff signatures directly linked to the same master image on our intranet and when this master image is edited or replaced, all the staff signature images get updated as well. The best part is no-one can tell the copies from the real one!

Once you understand the process - the automation part is simple. We simply made a google calendar event with a certain time and date, which would trigger a simple zap to replace the master image on the CBO intranet - thereby updating everyone’s email signature in one quick motion with no work required!


3. Creating a Christmas Playlist (Hard Difficulty)


This one is a little more complex than the previous two, but was a fun challenge nonetheless. This year we created a Christmas playlist entirely though the magic of automation!


Using our work #Christmas slack channel, we added an action that required the user to submit an artist and a song request. As you can see, I’ve tested it with the greatest Australian Christmas song of all time: 


This would trigger a zap to send this information up to the Zapier Gods, who would filter out any unnecessary words from the payload, search Spotify for the track and add it to our Christmas playlist. As this zap is a little more complicated I have included a screenshot of the zap process.



Get your festive jams on this Christmas with this relatively simple automation. 


And there you have it! From myself and everyone here at CBO, have a lovely Christmas and a Happy New Year - See you all in 2020!


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