There are very few people that can call themselves Salesforce “experts,” and even if I have a great start, I won’t pretend I’m one of them. This being said, I’m committed to learning more, and I’m part of a very small team that has quickly architected some amazing solutions around how our members interface with our Marketing Cloud and website.
All of the links below are built in Salesforce Digital Experiences (formerly Communities). We recognized that we’d need to take on about 12 vendors or third parties to tackle all of our needs, so chose to build it all instead. It’s been a lot of work, but work that I’m profoundly proud of (especially with the accolades and recognition from Salesforce and other Higher Education partners).
Custom Preference Center
After implementing Salesforce Marketing Cloud, we determined the out-of-the box profile and custom preference center didn't quite match what we needed, and decided to build from scratch. Now we have the ability to segment within the CRM itself, which leads to a higher understanding of each user's affinity and interests.
Giving Form "1.0"
Unable to find the perfect giving-form or vendor, we went out on our own. Giving form 1.0 is used as a standard landing page for giving, since it populates around 60 of the most-used designations through drop downs. If you can't find the area you're looking for, you can also search all active designations in the system.
Giving Form "2.0"
Not satisfied with only the broad-focus that our 1.0 form provides, we built the 2.0 version Giving Form to provide descriptions and easier navigation for specific fundraising initiatives. This upgrade has been wildly successful in getting donors quickly from the initial click to checkout.
Peer-to-peer Giving
"I wish we could make a way for interested stakeholders to fundraise for their cause on Giving Day" was all it took to hit the whiteboard. This peer-to-peer functionality enabled us to effectively double the number of donors on 2022's Giving Day.
Giving Day Dashboard
The most successful single day of giving in WMU's history wasn't built on luck -- it was powered by custom-built Salesforce Digital experiences. Click to view the custom dashboard we built to see how we gamified strategic challenges to engage and increase donors on Giving Day.
Alumni and Donor Portal
This is the granddaddy of all of my recent Salesforce Digital Experiences work. Only members can view, so you'll need to ask me to show a demo (which includes member benefits, giving history, one-click-giving, easy event registration, news, and incentives).
