The Challenge

A charity focused on protecting young people from the harms of gaming and gambling sought to improve its communication strategy. With a growing need to engage educators, parents, and stakeholders effectively, their manual processes for managing email campaigns and audience data in Salesforce were becoming a bottleneck. These inefficiencies limited their ability to scale outreach efforts and deliver targeted, impactful messaging.

The Solution

To address these challenges, Coacto implemented the Beaufort 12 Mailchimp for Salesforce app, tailoring the solution to meet the charity’s specific needs. Key activities included:

To overcome these challenges, Coacto integrated the Mailchimp for Salesforce app into the charity’s Salesforce environment, ensuring seamless data flow and streamlined campaign management. The setup and configuration included:

• Installing the app in the production environment
• Establishing a secure connection between Salesforce and Mailchimp
• Importing existing Mailchimp audiences into Salesforce for centralised management
• Updating Salesforce page layouts to include Mailchimp data, making it easily accessible for users
• Configuring user permissions and mapping data between systems for optimal performance

The Results

The integration empowered the charity to enhance its communication strategy and focus on its mission

• Streamlined Operations: Automation replaced manual processes, saving significant administrative time.
• Targeted Campaigns: Improved audience segmentation enabled the delivery of relevant, engaging messaging.
• Scalable Systems: The integration supports the charity’s growth and ensures their tools evolve alongside their needs.

With a robust communication system in place, the charity can now engage its audience more effectively, amplifying its efforts to protect and educate young people.