The Challenge

A prominent education charity inspiring tens of thousands of young people annually sought to enhance their communication capabilities. As they expanded their outreach efforts, they faced challenges with outdated tools and processes for managing email campaigns and audience segmentation. These limitations hindered their ability to engage supporters effectively and implement future plans, such as automated communications and streamlined data management.

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:

Providing a knowledge-sharing session to ensure the team could manage the app effectively and maintain long-term data accuracy.

• Removing an outdated Mailchimp integration to ensure a fresh and efficient start.
• Reviewing and reconfiguring the charity’s Mailchimp account for optimal future use.
• Installing and configuring the Beaufort 12 app in Salesforce, mapping Leads and Contact fields to Mailchimp for precise data synchronization.
• Guiding the team on audience segmentation using groups and tags to create tailored campaigns.
• Providing a knowledge-sharing session to ensure the team could manage the app effectively and maintain long-term data accuracy.

The Results

The integration has enabled the charity to streamline its communication efforts and achieve its outreach goals:

• Improved Efficiency: Email campaigns are now managed with automation, reducing manual effort and errors.
• Enhanced Targeting: Audience segmentation tools allow for more relevant and impactful communications.
• Future-Ready Systems: The solution supports the charity’s plans for automated engagement and advanced supporter management.
• Team Empowerment: Staff gained the knowledge and confidence needed to sustain the system and drive strategic goals forward.

This integration has provided the charity with a robust foundation for growth, ensuring they can continue to inspire young people and prepare them for the future with confidence and efficiency.