Sidekick Solutions has deployed solutions on Bonterra Impact Management (fka Social Solutions Apricot) endpoints and integration protocols since 2019. Automating data flows for Bonterra Impact Management empowers organizations to transform simple business rules into efficient automations. By automating tasks and the flow of data between apps your organization uses day to day, you can save time, resources, energy, and more. We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases. This video focuses on the deployment of email marketing automations with Mailchimp for Bonterra Impact Management. This solution can be customized to your organization’s needs and deploy any of the flows below: - Sync subscribers to Mailchimp - Update Tier 1 profiles with unsubscribe statuses from Mailchimp - Trigger customer journeys (email series) in Mailchimp Interested in deploying email marketing automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.

1. Email Marketing Automation
for Bonterra Impact Management (fka Apricot)

2. Sidekick Solutions is Bonterra and Zapier Certified
experts, working exclusively with nonprofits and
public sector on the Impact Management (f.k.a.
Apricot) platform.
Learn more: www.SidekickSolutionsLLC.com/apricot
Contact: sales@sidekicksolutionsllc.com
Reviews: zapier.com/experts/sidekick-solutions-llc

3. Integration deployments
3
iPaaS Zapier, Workato, Microsoft Power Automate/Apps, Google Cloud,
Informatica Cloud, AWS Lambda
Apps Airtable, Google Sheets, Mailchimp, QuickBooks Online, Square,
QRTiger, Google Forms, HubSpot, Slack, Outlook Calendar,
Gmail, JotForm, Asana, Twilio, Eventbrite, PoolPass, bLoyal,
BHN Rewards, HelloSign, Office 365, Microsoft Teams, Mailgun,
CodeReadr, Phaxio (eFax), Square, Device Magic
Solutions Apricot-to-Apricot, Salesforce, Yardi, RealPage, Emphasys Elite,
PowerSchool, Qualifacts CareLogic, Tebra Medical Billing, State
of TX DFPS, MdRhythm, ASQ Online, CalOptima Connect

4. We believe integration and automation are
essential to user experience and the
promise of efficient work through
technology (i.e. less paperwork).
4

5. 5
Challenge Solution
▪ Reduce time on data entry and
quality assurance
▪ Automate work that is repetitive
▪ Resolve user feedback on
Bonterra IM as “click heavy”
▪ Conditional workflow rules
▪ Integration that enables Bonterra
IM’s customization
▪ Use automation for data entry
tasks
▪ Expand capability without more
human capital/resource

6. Central hub for your electronic records
6

7. Implementing automation
7

8. Automation lifecycle
8

9. Email marketing with Mailchimp
9

10. Subscriber sync
10

11. Unsubscribes
11

12. Customer journeys
12

13. Bonterra and Zapier Certified experts, working
exclusively with nonprofits and public sector on the
Impact Management (f.k.a. Apricot) platform.
Learn more: www.SidekickSolutionsLLC.com/apricot
Contact: sales@sidekicksolutionsllc.com
Reviews: zapier.com/experts/sidekick-solutions-llc