Case Study
Streamlining donor data, syncing campaigns, and improving fundraising performance
Automated Fundraising Workflows for 87% Faster Reporting and Smarter Donor Engagement
engagement type
Estimated Project
product
Nonprofit Cloud
industry
Nonprofit
The Adventure Project empowers communities by creating jobs, improving livelihoods, and fostering economic opportunities to end extreme poverty through innovative giving.
Overview
- Key Challenges: Fragmented data, manual donor processes, limited insights.
- Key Solutions: Centralized records, real-time tracking, automated tasks.
- Key Results: Streamlined operations, targeted campaigns, faster processing.
challenges
- Manually Tracked Donor Credits Across Disconnected Tools: The Adventure Project used spreadsheets and multiple platforms to manage hard and soft credits, making it hard to track giving histories, donor influence, and campaign results accurately.
- Lengthy Reporting Cycles Slowed Donor Analysis: The team spent up to 8 hours using Excel with 100+ formulas to calculate donation totals, delaying stewardship, campaign reviews, and data checks.
- Mismatched Donor Records Blocked Fundraising Data Flow into Salesforce: Mismatched records and contact formats prevented smooth integration between fundraising tools and Salesforce, leaving key donor and gift data siloed and limiting visibility into fundraising performance.
- Lack of Salesforce-Active Campaign Sync Limited Donor Targeting and Outreach: Without syncing Salesforce and Active Campaign, the team couldn’t segment donors or tailor emails. Missing real-time giving data led to missed chances for timely, relevant outreach.
Solutions
- Replaced Manual Tracking with Automated Gift Summaries: CUBE84 built a Gift Summary in Salesforce to auto-roll up hard credits, soft credits, and designations–eliminating spreadsheets and giving staff instant access to donor giving history.
- Automated Donation Change Tracking for Greater Accuracy: We set up automated logging for donation upgrades and downgrades, giving fundraisers real-time visibility and keeping Salesforce records accurate and current.
- CUBE84 Connected Fundraise Up with Salesforce to Unify Donor Data: Using a custom Zapier workflow, CUBE84 synced donor records, gifts, and household data between Fundraise Up and Salesforce-breaking silos and centralizing fundraising insights.
- Enabled Real-Time Donor Sync Between Salesforce and Active Campaign: We enabled two-way sync using key fields like “Email Subscription Status” ensuring current donation data powered precise segmentation and timely, personalized campaigns.
Impact
- Reporting Time Cut by ~87% CUBE84 replaced nearly 100 Excel formulas with Salesforce roll-ups, slashing reporting time from 8 hours to under one.
- Improved Email Campaign Efficiency by ~70% Real-time donor sync with Active Campaign let the team launch segmented campaigns ~70% faster with more personalized messaging.
- Responded to Campaign Trends in Real Time Automated donation updates in Salesforce enabled quick strategy shifts and smarter segmentation based on current donor activity.
- Increased Donation Data Accuracy with Fewer Manual Fixes By tracking donation changes in real time and rolling up household summaries, we boosted data accuracy and reduced manual corrections.
