💡 Advanced Automation: Automatically Creating Personalized Discounts for Members in Event Espresso via Zapier
🛠️ Step-by-Step Guide: Setting Up Automated Discount Creation Using Zapier 🤖

5. Track Event Engagement and Membership Conversions in One Dashboard 📊

Scenario: You want to track how many members attend events, how many non-members join as a result of an event, and how much revenue is generated from events versus memberships—all in one place.

Steps to Automate:

  1. Trigger: Event registrations and membership signups.
    • Track all registrations in Event Espresso and membership signups in MemberPress.
  2. Action: Create a comprehensive dashboard.
    • Use Google Sheets or a CRM like Salesforce as your central tracking hub. Zapier can automatically send data from both Event Espresso and MemberPress to a shared document or dashboard.
    • Example: “John Doe registered for the Wildlife Conservation Gala (Event Espresso)” and “John Doe signed up for Bear Guardian membership (MemberPress).”
  3. Action: Visualize the data.
    • Use a tool like Google Data Studio to create real-time charts and reports on the data, showing:
      • How many members attended events.
      • How many event attendees became members.
      • Total revenue from memberships vs. events.

Benefits:

  • Data-Driven Decisions: You’ll have a clear picture of how events contribute to member growth and fundraising.
  • Centralized Reporting: With everything in one dashboard, you can easily report success metrics to your board and plan future events and membership strategies based on real data.