Email Marketing System Set Up

Help Progress Playbook/ Progress for Good make their email communications more efficient by setting them up with an email marketing software.
Progress Playbook/ Progress for Good
Brooklyn, NY, USA
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Progress Playbook/ Progress for Good
Brooklyn, NY, USA


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Posted September 7th

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Email Marketing System Set Up

Project Details

What We Need
  • Set up of Organization's account in email marketing software (possible tools include Mailchimp, Constant Contact, Campaign Monitor)
  • Imported contact list into software with guidance on list cleaning & management
Additional Details

We currently have a mailchimp account but we need assistance in setting up for maximum efficiency and training on the correct way to utilise it.

What We Have In Place
  • We currently have an email distribution list but in excel, which should make it easy for you to get started. We also have a dedicated team member, and the ability to provide any other information you need.
How This Will Help
This project will save us $3,640 , allowing us to continue to reach our alumni, offer the support through the free workshops and create income security in our communities

Progress Playbook works with community organisations to deliver customised entrepreneurship programs to underserved communities in New York. Our program's differentiating factor is that we provide free continued support to the entrepreneur along their journey by offering workshops that will help answer questions, guide and support their growing businesses.

Project Plan

Prep: Software Selection & List Sharing
  • Professional and Volunteer Manager meet to discuss goals, budget, and needs for email marketing
  • Professional recommends software based on Organization's needs and budget
  • Volunteer Manager shares CSV of contacts with email addresses, first names, last names, and any other relevant information
Milestone 1: Set Up
  • Professional sets Organization's account up in selected software
  • Professional instructs Volunteer Manager on how to verify Organization's domain so that Volunteer Manager can send communications on behalf of the Organization
  • Professional imports contacts into account
Milestone 2: Training
  • Professional trains Volunteer Manager and other relevant staff on how to use the new software set up
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About The Org

Progress Playbook/ Progress for Good
Our Mission

To equip entrepreneurs to design the business, life and world that they love.

We envision a world where anyone from anywhere who wants to build any business has step-by-step support along their journey.

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