Live Location Interaction
The company needed a geographically based communication platform that would be used to alert registered donors when they were close to the donation centers so that they could impulsively walk in.
Automated Transactional Receipt System
They required a time-bound receipt delivery system, which would comply with the delivery of receipts immediately after the completion of a donation with the aim of enhancing transparency and the workload.
Operational Data & Consent Governance
The customer requested automatic updates of their data, suppression control, and consent verification to ensure compliance and enhance the precision of the reports.
The client had no system to inform the donors when they were near the center, thus missing chances of spontaneous donations.
Receipts were done manually, and thus they took a long time to receive. There were more support calls, and their communication experience was not consistent.
Current systems were not event-driven, and API-based streams of communication needed to have dynamic donor engagement.
Standardized and real-time confirmation was not applied to donors who had made donations, and this influenced transparency and satisfaction.
Push Notification Framework & Geofencing
A geo-radius was established on the donation centers, and mobile push notifications were turned on in Salesforce Marketing Cloud. Registered donors on entering the defined radius would trigger automatic notifications that would include center information and active tier bonus highlights.
Automation of Transactional Receipts
It was integrated into a real-time API event, in which the Sales Cloud donation completion became the recipient of transactional receipt emails in Marketing Cloud. Dynamic population of personalized donor information, tier level, and amount of compensation was done.
Event-based Journey Configuration
Event-based tours were set up to handle both walk-in interactions and post-donation relationships to provide a steady and punctual interaction throughout the donor journey.
Operational Data Synchronization/Compliance controls
Automations of daily data refresh, suppression management logic, consent validation rules, and audit tracking mechanisms were established to provide compliance and accuracy of reporting.
A healthcare organization based in the USA with plasma donation centers that would enhance the convenience of donors, raise involvement in the walk-in, and maintain a clear communication of the transactions.
Through the adoption of real-time event-based communication in Salesforce Marketing Cloud, the donor engagement became an active one as opposed to a passive one.
Sales Cloud and Marketing Cloud integration meant that the donors would receive their transactional receipts immediately after the donation was made. This automation removed the need for manual handling and support questions and increased transparency.
The execution, development skills, and strategic consultancy enabled the organization to make tangible gains in terms of engagement, operational efficiency, and donor satisfactio —creating a platform on which future development can be built at scale.
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