Cases
Mission-Driven Automation for Nonprofit Growth Score Calculation
From net growth score to a tangible indicator of nonprofit growth trajectory.
About the Client
Our client empowers nonprofits to focus on relationship-building by helping them strategically measure and optimize their fundraising efforts.
Our Solution
Unboxx implemented automation within Salesforce that dynamically updates donor status based on:
- Last donation date
- 13-month giving history
We defined a set of rules and filters tailored to each donor status type, ensuring accurate segmentation and real-time updates.
The Benefits
- Smarter Engagement: Donor communications now reflect past giving behavior and timing.
- Personalized Outreach: Messaging and campaigns are tailored using historical data.
- Strategic Sustainability: Insights help the nonprofit align fundraising with donor preferences.
- Optimized Fund Allocation: Donations are channeled efficiently based on donor segments.
- Growth Visibility: A Nonprofit Growth Score was introduced—serving as a clear, data-driven metric for fundraising health and trajectory.
Case Studies
Experiences with Passion, Precision and Purpose
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