Software
Services
Partners
Resources
Company
Understanding United Way
of the Piedmont's Challenges
As with all non-profit organizations, UWP must ensure that their primary resources – people, money and time - are used effectively and efficiently. Manual processes and “workarounds” caused by out-of-date systems and tools can cause more problems than they solve!
UWP covers a significant geographical area, so their primary way of connecting and engaging with their donors, clients, and community, is through email. Utilizing technology to ensure that emails are created, delivered and tracked in a timely and efficient way is a critical part of their communications strategy.
Relying on legacy external marketing tools that were no longer “fit-for-purpose" created significant challenges, including having to manually upload marketing lists, which in turn led to volunteer and donor data existing in multiple tools and no complete picture of their engagement with the organization. Maintaining this data as well as trying to “connect the dots” between platforms was time-consuming and inefficient.
The Solution
Dynamics 365 vendor StratusLive suggested Click as a marketing automation tool that would solve the immediate challenges that UWP was experiencing AND help streamline campaign management and tracking performance.
Click’s email tools give UWP a much more powerful and reliable email marketing solution. Design templates, reporting and dashboarding tools, and easy-to-use delivery systems ensure that the right message is delivered to the right people, at the right time.
Native Integration with Dynamics 365 resolves the data transfer duplication and inaccuracies that were caused by having such manual processes.
Click’s scalable solutions and wider marketing technology portfolio will also help UWP plan for future campaigns as their donor and volunteer base grows and they widen their scope within their community!
The Results
UWP has greatly expanded their email marketing touchpoints and having an email marketing platform that delivered well has been paramount to their expansion success.
When Hurricane Helene hit their community in late September 2024, email marketing was crucial to getting the word out to their network about resources, fundraising, and other relief efforts. Using Click, UWP sent over 52,000 email updates about Helene relief in the month of October.
The high-quality emails and strong deliverability reputation that Click helps UWP achieve (the Helene emails averaged a 39.90% open rate and 11.40% click rate!) are crucial to their nonprofit communications goals.
Finally, UWP’s monthly supporter newsletter performed above industry standard with an average open rate of 35.42%!
As a nonprofit marketer, we try to connect our donors and volunteers to their passions. We want to get the right message to the right person so that they feel inspired to donate, volunteer, or advocate for causes they care about. What I love about Click email marketing is it provides the data and insights we need to do that. We are easily able to build Marketing Lists based on individuals’ interests, donation history, or even corporate giving allowing us to personalize our communications to strengthen our relationship with those who support us.”
Abby Good, Director of Communications, United Way of the Piedmont
