Case Study: YMCA streamlines tour requests and improves member engagement with Eigen X and Salesforce

YMCA improves tour requests for 250,000 people with Eigen X

The YMCA, a nonprofit organization serving over 250,000 people annually, needed to streamline the process for potential members to request tours of their facilities. They faced the challenge of creating separate online and on-site forms to capture crucial visitor information, which then needed to be integrated directly into their Salesforce system for tracking and future marketing use. To address this, they partnered with vendor Eigen X.

Eigen X developed a solution using FormAssembly to create the required forms and integrated them with Salesforce. This automatically updated existing contact records or created new ones, linking submissions to Opportunities and Campaigns. As a result, the YMCA can now efficiently track all tour requests, and staff are better prepared for tours by knowing visitor interests upfront. Eigen X's implementation improved the new customer experience and made the data readily accessible for reports and marketing outreach through Marketing Cloud.

YMCA