Constituent Engagement

While constituent needs may vary from one nonprofit organization to another, fulfilling these needs can be the responsibility of multiple departments.

Ensuring that engagement is targeted, relevant, and useful is critical. Salesforce offers myriad tools for engagement from Pardot and Marketing Cloud to online communities with Experience (formerly Community) Cloud.

Salesforce Pardot for Nonprofits

Use Pardot and Marketing Cloud to personalize communications with constituents, automate multi-step journeys, and better understand engagement across a variety of digital platforms. With Einstein AI for Pardot, predictive insights can inform campaign development and identify the users most likely to perform a certain task (like donate or attend a fundraiser). Both tools offer robust metrics so return on investment (ROI) can be determined in real-time and compared to other campaigns or engagement initiatives.

Experience Cloud offers a constituent-focused template that organizations can use to provide a secure, online community portal. Personalize the portal experience based on what Salesforce already knows about the constituent, and let artificial intelligence suggest and surface content as well. Provide access to knowledge articles, Q&A, advocacy alerts, and FAQS, and reduce the amount of time spent by your staff answering these questions individually. Develop a community in which members can post questions and provide answers, nominate topic experts, upvote helpful responses, etc. Enhance the member experience with recommendations from Experience Cloud for groups to join and members to meet based on prior engagement, or gamify engagement with a public leaderboard.

Systems Salesforce can replace include: Higher Logic, HubSpot, Marketo, Eloqua, Informz, MailChimp, Constant Contact, and others.