The Center
- Nonprofit Cloud
- Pardot
-
Client
The LGBT Community Center -
Program
Platform Audit -
Industry
Nonprofit -
Platform
Pardot -
Client Website
gaycenter.org
LearningCurv Audits The LGBT Community Center’s Pardot Setup, Helps The Center Streamline Engagement Program Logic
The Challenge.
“As our primary Pardot user, I felt pretty comfortable with the platform. But there were a few areas where I didn’t, feel certain about the functionality and logic, especially when pulling data from Salesforce and using dynamic features."
The Solution.
To further investigate and tackle their Pardot issues, The LGBT Community Center brought in LearningCurv for a platform audit and consultation.
LearningCurv’s Pardot-certified consultants reviewed The Center’s automations and segmentations to determine the best approach for their specific challenges, as well as identify ways to make the platform more streamlined overall.
The Pardot audit not only focused on restructuring certain engagement programs, but also on helping The Center’s Pardot users build the skills needed to do so in-house. Through the process, those users enhanced their strategic and technical understanding of what is possible with dynamic lists and list setup.
“It was a pleasant surprise how efficient and effective our consultant Geraldo was. Everything was broken down and communicated in a way that was accessible,” said Britt. “There weren’t any instances where something went over our heads and wasn’t clarified. We got the opportunity to dig deeper and really develop our understanding.”
The Result.
“We definitely solved all of the issues that we were looking to solve. We were even able to take on some additional issues, delving into campaigns and other areas we hadn’t initially anticipated.”
One of the campaigns they revamped, an email program focused on their major Cycle for the Cause event, which raises funds to support The Center’s HIV and AIDS programs, included communications directed to several different segments of event participants.
With LearningCurv’s help, The Center’s marketing team consolidated the campaign from 5 separate engagement programs into 1 single, streamlined funnel by reworking its structure with proper logic and custom fields imported from Salesforce. Evan Britt Director of Digital Marketing at The LGBT Community Center.
