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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
Tax-Aid
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Tax-Aid
San Francisco, CA, USA

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Cause
Human services
Skills
Marketing

Posted September 9th

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
What we have in place
  • Hi there. Thanks for stopping by. We currently use Vertical Response within Salesforce for our mailing list. We need some help deciding how to segment our lists. If you are familiar with VR and have good organizational skills this is the project for you!
How this will help
This project will save us $3,640 , allowing us to help even more people with low income with their taxes.

We need to be able to share the good work we do with our base of volunteers and supporters by providing them with the timely interesting content they seek.

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
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About the org

Tax-Aid
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Causes
Human services Community & economic development
Posted by
Jill S
Jill S.

Executive Director

Our mission

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

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