How to automatically flow customer data into a spreadsheet

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Customer information comes in
from opt-in pages and sales pages.
But is that data
staying locked away
inside the tool?

"I just want to take a quick look
　at the list of registrants"

"I want to use the information
　of those who purchased in another service"

For those feeling that frustration,
I have a special tip for you this time.

The idea of moving data outside the tool

In previous articles, I have shared
how to create opt-in pages and
automate workflows, focusing on
Systeme.iomechanisms
that are completed
"within" the platform.

But as your system grows,
the moment will come when you feel,
"I want to use this data
　elsewhere as well."

For example,
you want to manage your customer list
in a spreadsheet.
You want to check the number of registrations
per month on a graph.

That is when you can use
Google Sheets integration.

How does it work?

In workflow actions,
there is an option to
"Add a new row to a Google Sheet."

Basically, you can use any trigger
that can be set in a workflow.

Registration from an opt-in page.
Product purchase.
Tag addition.

At any timing,
you can automatically write
to a spreadsheet.

The information you can write
is not limited to email addresses and names.
Purchased product names and purchase dates.
Opt-in dates and times.
The information you can obtain
varies depending on the trigger,
but you can record
a variety of data.

You can start using it immediately
just by linking your Google account
and setting the destination.

What changes when you export to a spreadsheet?

You might think,
"Isn't it enough to just look inside the tool?"

However, once the data
appears in a spreadsheet,
the possibilities expand dramatically.

You can see customer information in a list.
You can filter and sort it as you like.
You can grasp at a glance
how many people registered this month
or which products are purchased most often.

You can share it with your team or external partners.
Just by sending a spreadsheet link,
the necessary information reaches the right people.

And this is the part
that I am most excited about.

Using GAS expands the system even further

GAS stands for
Google Apps Script,
and it is a
Google programming tool that runs inside spreadsheets.

You might feel intimidated
when you hear the word programming,
but you can use spreadsheet data to
create a system that
"automatically does something
when a certain condition is met."

For example, here are some possible applications.

Automatic generation of monthly reports
Automatically aggregate
registrant and purchase data
accumulated in the spreadsheet every month
and output it as a report
in a Google Doc.

Conditional notifications
You can also create a system that
automatically sends notifications,
such as "notify me by email
when the number of registrants this month exceeds 10."

Integration with other services
If you use a spreadsheet as a relay point,
you can also connect it to services
commonly used in Japan,
such as LINE or Chatwork.

In other words, the spreadsheet becomes
thehubof the entire system.

Actually, this is my area of expertise

I am actually good at
improving business efficiency and systemization using GAS,
and I do things like
linking spreadsheet data to other services
or automating routine tasks
on a daily basis.

So when I learned about this integration feature,
I thought,
"Oh, this is useful."

The skills I use in my daily work
can be applied directly to building my own business systems.

I feel that this is
a very interesting thing.

Summary

Spreadsheet integration can be easily configured
from theSysteme.io
workflow.

Just by linking to a spreadsheet,
the flexibility of data utilization
increases significantly.

First, start by linking your
opt-in registration data
to a spreadsheet.

Once you experience the feeling of
data accumulating automatically,
building systems becomes even more fun.

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of building an "automated sales system" from scratch.
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