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 As they expanded their outreach efforts, they faced challenges with outdated tools and processes for managing email campaigns and audience segmentation.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 overcome these challenges, Beaufort 12 partner, Coacto, implemented the Mailchimp for Salesforce app, tailoring the solution to meet the charity’s specific needs. Key activities included:

• Removing an outdated Mailchimp integration to ensure a fresh and efficient start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 Mailchimp for Salesforce app in Salesforce, mapping Leads and Contact fields 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.

Ready to streamline your outreach?
Visit our partner page to find a partner who can help you integrate Mailchimp for Salesforce and optimize your communications for greater impact.

The Challenge
A charity dedicated to protecting young people from the harms of gaming and gambling faced challenges in managing email campaigns and audience data. The organization relied on manual processes to handle communications, which led to inefficiencies and made scaling outreach efforts difficult. With a growing need to engage educators, parents, and stakeholders, the lack of a streamlined system was hindering their ability to deliver targeted, impactful messaging at scale.

The Solution
To address these challenges, Beaufort 12 partner, Coacto, implemented the Mailchimp for Salesforce integration into the charity’s Salesforce environment, enabling seamless data flow and streamlined campaign management. The solution involved:

• Installing the Mailchimp for Salesforce app into 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 integrate Mailchimp data, providing easy access for users
• Configuring user permissions and mapping data between the two systems for optimized performance

The Results
The integration provided significant improvements to the charity’s communication strategy:

• Streamlined Operations: Automation replaced manual processes, saving valuable administrative time.
• Targeted Campaigns: Enhanced audience segmentation enabled more relevant and engaging messaging, boosting campaign effectiveness.
• Scalable Systems: The integration supports the charity’s growth and allows systems to evolve as needs expand.

With a robust and efficient communication system now in place, the charity can focus on its core mission, confidently delivering impactful messages and amplifying its outreach to protect and educate young people.

Ready to streamline your outreach?
Visit our partner page to find a partner who can help you integrate Mailchimp for Salesforce and optimize your communications for greater impact.