Mailchimp donor lifecycle automation setup

Posted 3 days ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

Mailchimp + Salesforce Donor Lifecycle Automation Setup Project Brief WaterAid America has already designed a first-year donor lifecycle strategy and has much of the content developed. We are seeking an expert to implement the technical infrastructure required to support the strategy. This is a fixed-scope project with defined deliverables, not an ongoing consulting engagement. Deliverables 1. Tagging Architecture Recommend and implement Mailchimp tagging structure. Recommend Salesforce fields/tags required for lifecycle management. Define lifecycle stages including: First gift Second gift Monthly donor Upgrade donor Re-engagement donor Lapsed donor 2. Automation Workflows Build donor welcome journey. Build second-gift conversion workflow. Build recurring giving/upgrade workflow. Build re-engagement workflow. Document trigger logic for each workflow. 3. System Integration Review Review current Mailchimp-Salesforce setup. Recommend improvements to data flow between systems. Establish requirements for integrating direct mail triggers (ThankTank). Establish requirements for SMS triggers. 4. Reporting Framework Recommend tracking and reporting structure for: Second-gift conversion Monthly donor conversion Re-engagement performance Lifecycle progression 5. Documentation Written documentation of all tags, automations, triggers, and workflows. Handoff guide for internal staff. Ideal Candidate Experience with: Mailchimp Customer Journeys Salesforce (preferably nonprofit environments) Donor lifecycle automation Fundraising retention programs Segmentation and tagging frameworks Screening Question Describe a donor lifecycle automation project you have personally built. What systems were involved, what tagging architecture did you create, and what automation triggers did you implement?

  • $7,000.00

    Fixed-price
  • Intermediate
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Marketing Automation
Customer Retention
Activity on this job
  • Proposals:15 to 20
  • Last viewed by client:yesterday
  • Interviewing:
    4
  • Invites sent:
    12
  • Unanswered invites:
    3
About the client
Member since Aug 18, 2026
  • United States
    1:37 PM

Explore similar jobs on Upwork

Email Template Development
Marketing Automation
Finance & Accounting
Media & Entertainment
Email Deliverability
DNS
System Administration
Email Campaign Setup
Email Marketing
Klaviyo SpecialistHourly‐ Posted 3 weeks ago
Email Marketing
Klaviyo
Email Campaign Setup
Marketing Strategy

How it works

  • Post a job icon
    Create your free profile
    Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
  • Talent comes to you icon
    Work the way you want
    Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
  • Payment simplified icon
    Get paid securely
    From contract to payment, we help you work safely and get paid securely.
Want to get started? Create a profile

About Upwork

  • Rating is 4.9 out of 5.
    4.9/5
    (Average rating of clients by professionals)
  • G2 2021
    #1 freelance platform
  • 49,000+
    Signed contract every week
  • $2.3B
    Freelancers earned on Upwork in 2020

Find the best freelance jobs

Growing your career is as easy as creating a free profile and finding work like this that fits your skills.

Trusted by

  • Microsoft Logo
  • Airbnb Logo
  • Bissell Logo
  • GoDaddy Logo