Mailchimp donor lifecycle automation setup
Only freelancers located in the U.S. may apply.U.S. located freelancers only
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- IntermediateExperience Level
- Remote Job
- Ongoing projectProject Type
Skills and Expertise
Activity on this job
- Proposals:15 to 20
- Last viewed by client:yesterday
- Interviewing:4
- Invites sent:12
- Unanswered invites:3
About the client
- United States8:12 PM
Explore similar jobs on Upwork
How it works
Create your free profileHighlight your skills and experience, show your portfolio, and set your ideal pay rate.
Work the way you wantApply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
Get paid securelyFrom contract to payment, we help you work safely and get paid securely.
About Upwork
- 4.9/5(Average rating of clients by professionals)
- G2 2021#1 freelance platform
- 49,000+Signed contract every week
- $2.3BFreelancers 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