What a Non-Profit needs from a Marketing Automation Platform

Call To Action’s (CTA’s)

A call-to-action is a text link, a button or image that encourages your constituents do things like visit a landing page, make a donation, or renew a membership. You will ideally have buttons in emails, forms on websites and fly-in conversion tools in order maximize the engagement level with your constituents.


Contact information from your website visitors is a great way to build lists and find out interests. Visitors can use forms on your website a to provide details like first name, last name, email address and what they would like to know more about. Forms can also provide a way to have that data automatically added to Salesforce

Landing Pages

A landing page is a standalone web page created specifically for hosting a form that can capture interested visitors information. Landing pages typically provide an offer, such as an event registration, eBook download or newsletter signup to encourage engagement with your web page visitors.

Website Visitor Tracking

Keep tabs on who is visiting your website and what pages are being viewed. Analyzing those numbers will allow you to know what communications are the most successful and generate the most website activity.

Lead Scoring

Lead Scoring allows you to assign a score to potential constituents, volunteers, members and donors to determine who is the most engaged so you can direct them to relevant automated campaigns or schedule a personal follow-up.

Drip Campaigns

A drip campaign is used to send information to potential constituents consistently over longer periods of time to nurture prospects and build awareness for your organization.


Manage your Memberships and remind them when they lapse, everyone need a reminder once in a while.


Make sure your Marketing Automation tool integrates well with your preferred fund raising platform like Click & Pledge® , IATS® or Classy®.


Newsletters help an organization connect with its constituents and build stronger relationships with subscribers by providing valuable content that keeps readers interested. It can be a valuable tool to for engagement.


Blogs are a way to provide relevant information to your audience. Blogging can be an important strategy for non-profits, it’s an important tool for driving traffic to your website and an easy and affordable way to get your message out.