Email Marketing System Set Up

Help Tax-Aid make their email communications more efficient by setting them up with an email marketing software.
Tax-Aid
San Francisco, CA, USA
Unfollow
Log in to follow
Tax-Aid
San Francisco, CA, USA

1

Live Projects

119

Matched Projects
22 Followers

Posted August 20th

Share this project:

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
What we have in place
  • We currently use two separate platforms for email communications:
    1. Mailchimp which we use to communicate with clients
    2. Vertical response to communicate with donors and organizations

    We need an expert to help us manage our email lists and troubleshoot issues we have with bounced and rejected emails. If you are a whiz and have excellent attention to detail skills this is the project for you!
How this will help
This project will save us $3,640 , allowing us to help more people

We depend on volunteers and donors to achieve our mission. We also need to make sure our clients know how we can help them.

Project plan

0
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
1
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
2
Milestone 2: Training
  • Professional trains Volunteer Manager and other relevant staff on how to use the new software set up
Show more

About the org

Tax-Aid
Unfollow
Our mission

Through skilled volunteers, Tax-Aid provides year-round free tax services to strengthen our San Francisco Bay Area community.

Testimonials

Rikhi is an excellent collaborator. She provided us with valuable research to move our project along.
Jill S.
Jill S.

Executive Director

Email Marketing System Set Up Project

It was an absolute pleasure working with Jill and Minnie at Tax Aid. They were very clear with what areas they were looking for help for. The organization seemed committed to the cause and the meetings were productive as a result. I wish Tax Aid and Jill all the success!
Rikhi K.
Rikhi K.

Volunteer

The pixel