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Last updated: 23.02.2022 Editor: Geoffrey Forbes
Purpose ✅
Purpose ✅
Welcome to the CRM & Systems section of the Wavumbuzi Playbook. The purpose of this section is to comprehensively document the history of Wavumbuzi systems, record instructions on how this has been done to date, and reflect on how it might be built on in future.
Let's start with an introduction to the big picture; where this playbook fits in and how to make use of it: Intro to the CRM & Systems Playbook
Contents
Contents
Handover Project Management
CRM & Systems Interim Supervision
Onboarding plan for incoming CRM & Systems Administrator
Taking systems to the next level
Understanding the Registration Process
Pre-Challenge Registration Review & Setup
Automated Registration Communications
HubSpot Data Architecture & Field Configuration
New Country Pre-Challenge Data
Repeat Instance Pre-Challenge Data
Importing to HubSpot
API Basics
Future API Opportunities
Event RSVP & Attendance Capture
Keeping Data Clean
Google Analytics & Google Tag Manager
Recruiting Teachers (Approach)
Recruiting Teachers (In Practice)
Ambassador Oversight
Future Possibilities: School Custodianship
Approach and Considerations
Existing Resources
Approach and Considerations
Existing Resources
Miscellaneous HubSpot Exercise & Responsibilities
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