Database Migration & Clean Up, Google Suite Integration, Mail Merges
RLSG now offers the following digital services to our clients, whether as an interim solution due to staff changes, to prevent a backlog from building up, or to provide assistance for your current team:
Need to Clean Up or Migrate your Database? Also need to run reports? We can work with you to organize and prepare your data to be migrated to another platform, perform any actual migration, and run tailored reports. We can also assist in clean-up and de-duping. Systems we’re experienced with include Constant Contact, Salesforce, Microsoft Office, and Google Suite.
Need to Automate and Streamline Using Google Suite? Our expertise with Google Suite integration allows us to help clients automate and streamline existing documents and functions for increased productivity and ease of communication between staff, consultants, and vendors. Projects may include:
- Creation and maintenance of Event outreach lists including tracking individual and joint Board contacts
- Upkeep of Event attendance with form responses and other documents
- Programmatically filtering and streamlining check in lists in real time
- Creation and designing printable seating charts
- Automating creation of multiple docs via Google Doc templates
- Utilizing Google Sheets for workflows involving other websites and projects such as migrations and mail merges
Though we primarily work in docs, sheets, forms, slides, and scripts, we are able to utilize other suite services as well.
Need to Easily Send Mail Merges & Consider A/B testing? Using Gmail and a Google Add-On, we manage and send Mail Merges from your staff, board or other chosen senders to your list of contacts. If desired, the results can be mapped into a single Contact Spreadsheet for ease of review. We can also assist with A/B testing. Key metrics you can track though this method including clicks and open rate.
Need to Update or Manage Your Website? We are there when you need to make changes and adjustments to your website on WordPress and other platforms. We can help you find the right add-on or external integration for any services you may require.
Want to Expand Your Automations With Online Forms? We can create and update forms to integrate with your website using platforms such as Form Assembly or Survey Monkey.
To discuss your digital challenges and needs set up a meeting on Calendly