TABLE OF CONTENTS
Custom Give Lively to Salesforce Fundraising Integration for Water for South Sudan
8 hours saved per fundraising cycle
95% reduction in data errors
The Challenge
Water for South Sudan, a non-profit dedicated to providing clean water in rural South Sudan, runs a unique fundraising program called the "Iron Giraffe Challenge" involving schools:
- School-Based Fundraising Model:
- Engages 44-50 schools in fundraising competitions.
- Each school forms a team led by a teacher acting as team captain.
- Schools create individual fundraising pages on Give Lively platform.
- Data Management Hurdles:
- Give Lively failed to capture and transfer school, teacher and team information to Salesforce CRM.
- Manual data entry required to move information from Give Lively to Salesforce.
- Limited ability to scale the school fundraising competition.
These issues were hindering WFSS's ability to effectively manage relationships with participating schools and focus on their core mission.
The Solution
To address the unique needs of their school-based fundraising model, we implemented a custom integration solution:
- Created a new form on their Squarespace website to capture all necessary school and team information:
- School name, address, and website
- Teacher/team captain name, email, and phone number
- How they heard about the Iron Giraffe Challenge
- Set up a Zapier workflow to automatically transfer form submissions to Salesforce
- Implemented custom code to format address information for Salesforce compatibility
This solution eliminated the need for manual data entry and provided a direct connection between their website and CRM, effectively supporting their school-based fundraising model.
The Results
The new automated system delivered immediate and significant benefits:
- Approximately 8 hours saved per fundraising cycle
- Up to 95% decrease in data entry errors
- Ability to handle 2-3 times more participating schools without additional administrative overhead
- Real-time data updates in Salesforce for better tracking of school participation and performance
By streamlining their school-based fundraising data management process, Water for South Sudan can now focus more on engaging with schools and expanding their fundraising efforts, rather than grappling with administrative tasks.
Tech Used
- Salesforce as CRM
- Give Lively as fundraising platform
- Zapier for integrating the two
