March 3, 2023 • 43 mins
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Nonprofits need to stay in touch with their donors, volunteers, and members to keep them engaged and informed. And with so many communication channels available, email remains one of the most effective and cost-efficient ways to do so. But managing email campaigns can be time-consuming and resource-intensive, especially for small nonprofits.
That's where email automation comes in. With email automation tools, nonprofits can streamline their email campaigns, save time, and provide a more personalized experience for their audience. If your nonprofit uses Salesforce as its CRM, there are several email automation options that you can integrate with it.
To talk about this, we’ve brought someone on with a ton of expertise in Salesforce email tools: Aaron Beatty. Aaron recently founded Engage Evolution to design solutions for marketing cloud, pardot for nonprofits and other industries as well after years of experience helping other companies achieve these goals in house.
In this episode Sarah and Aaron get into brass tacks about email service providers, email automation and even Salesforce connected tools that can help with push messaging, SMS messaging and scheduling and tracking your social media. Talk about an all-around tool!
Some Key Take-Aways:
Nonprofits need to stay in touch with their donors, volunteers, and members to keep them engaged and informed. And with so many communication channels available, email remains one of the most effective and cost-efficient ways to do so. But managing email campaigns can be time-consuming and resource-intensive, especially for small nonprofits.
That's where email automation comes in. With email automation tools, nonprofits can streamline their email campaigns, save time, and provide a more personalized experience for their audience. If your nonprofit uses Salesforce as its CRM, there are several email automation options that you can integrate with it.
To talk about this, we’ve brought someone on with a ton of expertise in Salesforce email tools: Aaron Beatty. Aaron recently founded Engage Evolution to design solutions for marketing cloud, pardot for nonprofits and other industries as well after years of experience helping other companies achieve these goals in house.
In this episode Sarah and Aaron get into brass tacks about email service providers, email automation and even Salesforce connected tools that can help with push messaging, SMS messaging and scheduling and tracking your social media. Talk about an all-around tool!
Some Key Take-Aways:
- Build the strategy before you build the tool
- Know exactly what it is you’re lookin to use the data or automations for before you engage an implementation partner
- Have marketing and sales stakeholders involved in the planning and implementation of new tools to make sure they are going to solve the actual problems those departments are facing. If you wait until the tool is built to simply train them on it you’re likely to realize you’ve missed crucial questions or data points.
- Create hyper-personalized emails for recipients beyond the traditional mail merge/Name fields. What information do you already have about this person? Have they filled out interest surveys? Come to specific topic based webinars? Use that information to send only truly relevant content and your open rates will soar
- If you are a Salesforce Admin looking to get into Marketing Cloud, the best way to do this is with on the job training
- Remember, you have loads of transferrable skills as an Admin that will help you with Marketing Cloud, the skills to really focus on are the soft skills: communication, understanding your clients’ pain points, digging into feature requests and helping them think through their tools
Mark as Played
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