Skip to main content
CauseMic Work with us

Partners In Health

HubSpot Marketing Hub Implementation for a Global Health Nonprofit

PIH replaced manual data imports with a connected HubSpot and Salesforce system for more timely, personalized outreach.

The Challenge

Based in Massachusetts, Partners In Health (PIH) is a social justice organization seeking lasting change to make healthcare available to each and every person.

To make that happen, PIH partners with leading medical and academic institutions, governments, foundations, corporations, donors, and other supporters. To secure and nurture vital support from this massive network, PIH's communications need to be timely and consistent.

When PIH came to CauseMic, their digital systems weren’t up to the task.

Their marketing automation platform, EveryAction, required manual imports from Raiser’s Edge, their constituent relationship management system (CRM). As a result, PIH couldn’t use crucial real-time data in their marketing efforts.

EveryAction also had limited workflow logic, along with restrictions on the number of custom fields and data points PIH could track. That made it difficult for PIH to understand what subscribers actually cared about, including which programs held the most interest.

Nurse Asmine Pierre holding a baby during a home visit in Haiti, as part of a childhood malnutrition program.

To overcome their marketing gaps, we needed to answer three particular questions:

  • How can we use our data to better customize a subscriber’s online experience?
  • How can we track which of our programs and sites subscribers are interested in?
  • How can we determine the success of our text-messaging (SMS) campaigns?

Our Solutions

Working alongside the Salesforce Professional Services team that installed Salesforce, we implemented HubSpot Marketing Hub to address PIH’s needs.

Subscriber Segmentation and Personalization

  • We used “smart content” to automatically customize PIH’s landing pages based on the visitor’s relationship with PIH (e.g., visitor, advocate, one-time donor, recurring donor, superfan).
  • Our team configured automation to tag new subscribers with codes based on the PIH program or site that brought them in, making it easier to send relevant welcome messages from the start.

Engagement Tracking and Reporting

  • We built HubSpot reporting to show the PIH team which SMS campaigns were driving donations and which might be causing subscribers to opt out.
  • We created properties to score subscribers based on their engagement with PIH programs and sites, including page views, email interactions, forms submitted, and donations made.

Email Engagement and Health

  • We configured custom workflows to track subscriber activity levels from very active to not active. With a clearer view of subscriber engagement, PIH could better manage their email health and focus on their most engaged audiences.

The Results

More Relevant, Timely Marketing

  • Real-time donation and other CRM data is now used in PIH marketing efforts, enabling automation, personalization, and timely communications.
  • PIH now has the ability to target communications for each program or site and market to the subscribers most likely to engage with it.
  • PIH can now market to the most engaged audience segments, reaching more active inboxes and greatly enhancing their email sender reputation and health.

Less Manual Work

  • With no manual importing or exporting of data, the PIH team has more time to focus on campaign strategy and tactical execution.

Thank you, Kelsey and Katya, for your kind words and your steady partnership. The transition to HubSpot has been a bright point in a pretty intense year, and we have the easy collaboration with you to thank for that.

You might also like…

Browse all

  • Case StudyCommunity Resource Center of Teton Valley

    Client Intake Process Overwhelmed by 400% Surge in Demand

    When a regional crisis nonprofit's in-person intake process was put to the test, it failed. CauseMic launched a four-day Salesforce and FormAssembly implementation to digitize applications and scale capacity.

    • Community & Youth
    • CRM Implementation
    • Health & Human Services
    • Salesforce
    Read the case study about Client Intake Process Overwhelmed by 400% Surge in Demand
  • CRM Guide

    Guide

    The Nonprofit CRM Guide

    Is it time to break up with your CRM? We analyzed the top 22 CRMs for mission-driven organizations and chose the three best options for orgs of varying size and complexity. Our guide highlights key features so you make an informed decision.

    • CRM Implementation
    • HubSpot
    • Salesforce
    Read more about The Nonprofit CRM Guide

  • Case StudyGreater Good Charities

    Disconnected CRM and Marketing Platforms Left Donor Data Fragmented

    Greater Good Charities' Raiser's Edge CRM and Zaius marketing platform couldn't share data, leaving donor journeys and campaign results unclear. CauseMic replaced both with an integrated Salesforce and HubSpot system.

    • Animal Welfare
    • CRM Implementation
    • Disaster Relief
    • Environment
    • HubSpot
    • Salesforce
    Read the case study about Disconnected CRM and Marketing Platforms Left Donor Data Fragmented

  • Case StudySurfrider Foundation

    Outdated Tech Hindered Volunteer and Donor Engagement

    Surfrider's outdated CRM made it almost impossible to track member giving across its 80 local chapters. CauseMic migrated them to Salesforce, unifying their data and replacing manual reporting with strategic automations.

    • CRM Implementation
    • Environment
    • HubSpot
    • Salesforce
    • Volunteer Management
    Read the case study about Outdated Tech Hindered Volunteer and Donor Engagement
  • Group of students walking down campus

    Case StudySouthern California University of Health Sciences

    Outdated CRM Hindered Effective Alumni Outreach

    By replacing Raiser's Edge with HubSpot and Fundraise Up, CauseMic empowered SCU Alumni Services with a streamlined system for outreach, reporting, and online giving.

    • CRM Implementation
    • Education
    • Fundraise Up
    • Health & Human Services
    • HubSpot
    Read the case study about Outdated CRM Hindered Effective Alumni Outreach
  • Guide to migrate from Raiser's Edge

    Guide

    Making the Move: Migrating from Raiser’s Edge

    Feeling stuck with Blackbaud? You’re not alone. Grab the guide that shows how nonprofits can get the most out of Raiser's Edge today, while planning a smoother switch tomorrow.

    • HubSpot
    • Salesforce
    Read more about Making the Move: Migrating from Raiser’s Edge

Make your nonprofit tech work harder.

We help nonprofits implement technology that connects their data, simplifies their work, and helps them fundraise more effectively.

Connect with a nonprofit tech specialist