From automatic emails and landing pages to the donor in Marketing Cloud, to a configurable app in Salesforce, this system automates as much as possible, while still putting a lot of power in the hands of the administrators and the donors themselves.
If the donor clicks the CTA in the email, they are redirected to a secure landing page:
Any changes made on this page will be immediately reflected in Salesforce. Recurring Donation Uplift records are created so we have a history of uplifts over time, along with a reference for what will be processed in the coming year:
This project took advantage of SFDX so that development could be version controlled and flow through a CI/CD process for quality control at every stage.
- Requirements gathering and process mapping.
- Functional build and technical development using SFDX.
- Emails, landing pages and journeys built in Marketing Cloud.
- Campaign launch marketing setup and send.