Connecting ANAD’s Community on Salesforce NPSP
20% increase
in donor engagement
50% increase
in helpline capacity
Significant growth
in donation value from support group registrations
ANAD is a U.S.-based nonprofit focused on supporting individuals and families affected by eating disorders. The organization runs virtual support groups, a national helpline, a mentorship program, and educational resources. Its purpose is simple: provide free, accessible support so more people can move toward recovery with guidance and community.
CUBE84 implemented Salesforce NPSP as ANAD’s single system for managing donors, volunteers, mentors, support group participants, and helpline contacts. The engagement included:
On the surface, ANAD needed a stronger donor database and more reliable tracking for volunteers and helpline activity. The deeper obstacle was that fundraising, support groups, mentorship, and helpline services all lived in separate systems.
Two hesitations showed up often:
The result was staff and volunteers spending many hours copying data between spreadsheets and tools. Support group registration flowed through one process, while donations used another, so ANAD missed the moment when participants felt closest to the mission. Program leaders struggled to produce timely reports for the board, funders, and internal planning.
CUBE84 started by meeting with development, program, and operations teams to map each ANAD program to Salesforce NPSP. The goal was a single platform that respected existing processes while removing duplication.
1. Centralizing relationships in Salesforce NPSP
CUBE84 configured Salesforce NPSP to manage households, contact records, donations, campaigns, volunteer roles, and program participation. Every contact now shows donations, volunteer activities, support group registrations, and touchpoints in one place. This removed conflicting lists and gave teams a shared view of each relationship.
2. Automating donation capture from GiveWP with Zapier
CUBE84 connected GiveWP to Salesforce using Zapier.
When a supporter completes a donation in GiveWP, Zapier creates or updates the corresponding contact and donation record in NPSP. This keeps donation history accurate and current without imports or manual entry and supports recurring giving visibility.
3. Enabling donations inside the Support Group Registration form
Previously, someone who registered for a support group had no direct opportunity to donate in that same flow.
CUBE84 embedded a Donation Form into the Support Group Registration process with a simple, clear choice: donate now or skip.
The key details:
Support group participants now see a natural invitation to support the work behind the group they are joining. This change has strengthened donor engagement among participants and increased the total donation value linked to support group registrations.
4. Improving volunteer and mentorship management in Salesforce
Volunteer and mentorship work had been tracked through multiple forms and spreadsheets.
Using Salesforce NPSP features for volunteer and program management, CUBE84 set up records and workflows for applications, screening, assignment, and ongoing engagement. This gives staff a clear view of where help is needed and how volunteers and mentors are contributing across programs.
5. Strengthening outreach with Constant Contact
CUBE84 aligned Constant Contact with Salesforce segments so email audiences now originate in the CRM.
Teams can build lists such as “new donors,” “active support group participants,” or “former volunteers” based on live Salesforce data. Campaigns are more relevant, and contacts receive messages that match their role and engagement history.
6. Bringing helpline activity into Salesforce with RingCentral CTI
RingCentral CTI was set up within Salesforce so helpline calls can be logged directly to contact records or new records when needed. Call data supports dashboards that show volume, time patterns, and basic outcome tracking.
This has reduced manual tallying for the helpline team and supports more informed resource planning.
7. Building reports and dashboards that match how ANAD measures impact
CUBE84 created a focused set of reports and dashboards for leadership, development, and program teams.
Views include donations by source and program, support group registrations, volunteer hours, mentorship activity, and helpline trends. Teams use these views for board reports, funding applications, and everyday decisions.
After go-live, ANAD’s teams began working from a single, shared platform. Development staff can see donation history in the context of support group participation, volunteer activity, and other program touchpoints.
The integrated donation step in the Support Group Registration form opened a new giving path. Participants now register and, if they choose, donate in one flow. This has increased donor engagement from a highly involved audience and raised donation value connected to group programs.
Volunteer and mentorship processes now move through consistent Salesforce workflows. Staff spend less time chasing information and more time supporting volunteers and mentors who serve ANAD’s community.
Helpline leaders use RingCentral CTI data and Salesforce dashboards to understand call volume and trends. Planning for coverage and follow up is smoother and based on current information instead of manual counts.
Overall, ANAD now runs key fundraising and program processes on one Salesforce NPSP foundation that reflects how their community engages across roles.
“Salesforce NPSP has brought our donors, volunteers, support group participants, and helpline activity into one place. Adding an optional donation step to our support group registration lets people support the work they already value, while keeping the process simple for both our community and our staff.”
%201%20(1).png&w=640&q=75)