Encore.org
Background
Encore.org is an NGO with a very important mission: to help people over 50 make the most out of their talents. By 2035, 1 in 3 Americans will be over 50. Society can’t afford to use their talents, while they — the talented people over 50 — need to be heard, productive and respected.
The tri-pronged approach suggested by Encore.org focuses on culture, institutions, and leaders — a trifecta that can help change mentalities and create a better society for everyone.
Opportunity
Such an important mission needs to be made popular to…everyone. People who are over 50 now represent just a small part of Encore.org’s audience.
The organization needs to reach younger people, too, and increase their awareness of the need for a better future.
For Encore.org to meet their goals and transform the society according to their forward-thinking vision, they have to rely on supporters.
And what better way to reach supporters and other stakeholders than via insight-based email campaigns?
Encore.org uses the SyncApps by Cazoomi Salesforce to Mailchimp integration to get their messages to those who matter — people who can help re-shape tomorrow’s society.
Challenges
Segmentation is crucial for Encore.org’s marketing success. They need to make sure that the right message reaches the right people at the right time.
In order to do so, they have to match their CRM records to Mailchimp Audiences and Groups.
The only problem?
Native integration between Salesforce and Mailchimp doesn’t support automated syncs between the two, nor syncing between Marketing Lists in Salesforce to multiple groups.
This is where SyncApps by Cazoomi comes into play.
Solution
Encore.org contacted our customer support department to find a quicker way to sync Salesforce Marketing Lists to Mailchimp.
Our department offered them the solution and also helped them save a lot of time and hassle through the Sync Now option. This ensures that the changes made are correct and no address is lost or placed in the wrong group.
This is a quick overview of how Encore.org uses SyncApps by Cazoomi to put their marketing on auto-pilot:
Marketing List Package
- Webhooks ( Update Profile form in Step 2 of the Sync Profile from Mailchimp)
- Sync Scheduling Feature which automates their entire integration processes
- Manage opt-outs from Mailchimp as well thanks to the bi-directional sync feature in our solution
Encore.org used the Marketing List Package to manage the CRM List(s) in tandem with Process Builder in Salesforce to add records to each List then segment each Marketing List(s) into Mailchimp Group(s) for easy Mailchimp Campaign target recipients.
Webhooks ( Update Profile form in Step 2 of the Sync Profile)
Encore.org is also using the Webhooks technology in Mailchimp with SyncApps so that they can use their Update Profile form in Mailchimp. This will give them the ability to update the records in Mailchimp then any updates from those records will be reflected Salesforce in realtime without ever running their integration.
Realtime data changes synced back to Salesforce get their team the information they need without any effort.
Sync Scheduling Feature
Each Sync Profile has its specific schedule to run the sync on each assigned Mailchimp Audience to match the Mailchimp Automations they have set up to build their brand.
Key Outcomes
We are happy to support the extraordinarily important mission of Encore.org through affordable integration that solves all their needs and frees up their time to focus on what really matters.
These are a few things that Encore.org achieve by using the SyncApps Salesforce to Mailchimp integration:
- Time-saving: no more manual data input or transfer from Salesforce to Mailchimp
- Bi-directional integration: every change made in Salesforce is immediately reflected in Mailchimp and vice versa
- Money-saving: SyncApps by Cazoomi is an affordable option for integration (it can even be free!). Plus, Encore.org only needs a single Sync profile for ALL their automation needs.
- Better targeting: with their records being kept up to date easily, Encore.org can target all their supporter groups with relevant messages for each of their audience verticals.
- Better marketing campaigns: a non-profit organization can’t afford to waste time and money targeting people who will never support their cause. By combining their Salesforce data to their Mailchimp data, they can easily filter their top supporters and focus on them.
We are proud to be the NGOs’ go-to integration solution. Our affordable packages, coupled with our flexibility and willingness to add features based on customer request are just two of the things that drive nonprofits to SyncApps by Cazoomi.
If you need help with your mission and marketing it to relevant audiences, check out our 100% FREE plans.
