For established brands like United Way of Calgary and Area, your existing customer base needs to feel the same love as newcomers. In a tough fiscal climate marked my falling donor retention rates and lower operational budgets, I had an idea…

Let’s engage donors with the power of automation.

MailChimp

Email Marketing & Automation Platform

SalesForce

Constituent Relationship Management

Low five figures

August - September, 2023

Timelines

Budget

It began with a journey map, developed from consultation with the business and collaboration with technology.

Which evolved into a robust campaign featuring lead generation and lapsed donor reemarketing.

And drove revenue.

Over the course of a month we deployed the campaign to a variety of audiences, splicing and segmenting our audiences and allowing the content to evolve organically over time.

The project led to several key outcomes:

  1. Increased revenue

  2. SalesForce Marketing Cloud implementation scoped

  3. Additional headcount secured for Marketing Automation in the following fiscal

Project drove six figures of directly attributable incremental revenue

Next

Strategy & Planning