Case Study

Aligning Marketing Technology to Drive Donor Experience

Integrating multiple marketing platforms to prevent data silos

The Client

Colorectal Cancer Alliance (the Alliance) is the nation's leading nonprofit dedicated to colorectal cancer. They focus on providing support to patients and caregivers, raising awareness of preventative measures, and funding critical research. Their mission is to end colorectal cancer in our lifetime.

The Challenge

In today's digital landscape, nonprofit marketers are relying more and more on technology to improve customer experience, drive donor growth, and create a 360 degree view of their constituents. The key to delivering personalized experiences is access to data. Unfortunately, data can often reside on different platforms in silos handicapping marketers in providing relevant content, automating personalized journeys, or gaining valuable insights into campaign performance.

The Alliance saw the strategic necessity in aligning their marketing technology and partnered with Beyond the Horizon (BTH) to integrate their various tools with Salesforce.

The Solution

The Alliance had multiple donation platforms; Classy and Fundraise Up, and an SMS system; SimpleTexting, that they wanted to integrate with their Salesforce instance to leverage Pardot to engage their constituents.

In addition to integrating these platforms, BTH worked with the Alliance to establish opt-in functionality to ensure constituent intention was being captured accurately from multiple inputs. The Alliance and BTH continue to work together to improve the gift entry process, execute data cleanup activities, build out custom fields, and deliver hands on Pardot training to drive better constituent engagement.

The Result

Within a month of the successful integration of Fundraise Up, The Alliance has received hundreds of donations. The Alliance has also been able to capture mobile opt-ins for hundreds of constituents.

"Our digital future is about enabling better constituent engagement. Our staff now have the tools, processes, and data in place to drive awareness for our mission and report on outcomes of our marketing efforts."

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