Case Study: United Way of Norman achieves 57% increase in donations with Lead Liaison

A Lead Liaison Case Study

Preview of the United Way of Norman Case Study

United Way - Customer Case Study

United Way of Norman needed a better way to educate, interact with, and care for online donors but found iDonate’s donation forms weren’t natively tracked inside their marketing system. Working with Lead Liaison and using Lead Liaison’s Lead Management Automation (LMA)™, the organization sought to associate donations with visitor profiles and retarget visitors who viewed donation pages but didn’t complete gifts.

Lead Liaison integrated iDonate forms via Custom Activities, mapped form fields to Lead Liaison prospects, passed a Prospect ID back to Lead Liaison through a JSON webhook, and added JavaScript tracking so donations became part of each donor’s engagement profile. Lead Liaison also implemented a remarketing flow using a “Remarketing Flag” that sends a follow-up email if a visitor hasn’t donated within one hour (and prevents repeat sends for three days). As a result of the Lead Liaison/iDonate solution, United Way of Norman saw a 57% increase in donations for April 15–September 13, 2017 versus the same period in 2016.


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