Non-profit organizations mainly focus on solving a particular problem in society.  But how do they better reach people who need their help? Non-profits also need marketing automation to be successful.

Marketing automation for non-profit organizations is a great way to streamline the process of attracting new supporters and donors, so they can focus on doing what they do best. 

This blog will cover:

1 . What is Marketing Automation?

2. What are the Top 5 Benefits of Marketing Automation for Non-profit?

3. Why Do Non-profits Need Marketing Automation?

Marketing Automation

For most of us, creating a marketing plan for our business or social cause is a daunting task, even if we know what we want to achieve.

Of course, we know our target audience, know our message, and know who we want to talk to directly. But how do we do it, and why do we need marketing automation to accomplish our goals?  One of the top reasons for doing so is the ability to distribute information efficiently. 

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Marketing automation automates collecting email addresses, developing campaigns, sending them out, monitoring their effectiveness, and integrating with various platforms.

A good marketing automation provider will help you maximize conversion rates, reduce marketing costs, and improve customer experience. In addition, it’s a way for companies to interact with people differently.

The Top 5 Benefits of Marketing Automation for Non-Profit

Let’s take a look. How can non-profit organizations use marketing automation to accomplish their goals? People respond to marketing. If you want to be successful in marketing, you need to pay attention to the way people perceive your brand.

People get what they want, and they’ll tell you. What is one way that your non-profit organization could be more approachable and responsive to people in need?

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For example, if your non-profit organization serves homeless people, you could set up marketing automation to be more friendly towards homeless people.

Maybe you could advertise at shelters and donate blankets or resources. You could even make an effort to bring homeless people out for events.

1. Reduce the amount of time and resources spent on marketing

Marketing can be time-consuming and costly for non-profits. So, the goal should be to save time and money on marketing. Marketing automation saves the day for you. The Marketing plus Automation process is as follows: 

Step 1: Create marketing material

Step 2: Schedule a mailing email blast

Step 3: Approach potential donors or clients

Step 4: Create follow up emails

Step 5: Create updates

If you are already doing all the above steps, your marketing materials get sent out automatically. If you’re not doing all the above steps, your donors will never know you exist.

Marketing automation for non-profit can save you time to do other crucial things for your non-profit organization. For example,  Providing online fundraising support or online donations and subscriptions.

2. Increase visibility to prospective donors

Non-profits need to raise money for their cause in order to continue their social welfare work. But one of the most challenging things they can do is to market themselves to prospective donors.

While some non-profits do have dedicated marketing staff, other non-profits just don’t have the budget.

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Therefore, for success, non-profits need to spend as little time marketing themselves as possible to get the most bang for their buck. Marketing automation for non-profit organizations helps them allocate resources to spend more time on the most important things.

As a result, they can focus on what they do best, giving back to the community and thus improving customer retention.

3. Track results and measure ROI

It can be easy to spend your entire marketing budget chasing and failing to achieve a specific marketing goal.

Tracking your results can help you see what your efforts are achieving and whether your investment is improving your bottom line. You can also track your overall marketing efforts to see which are working and what areas need further improvement.

You don’t have to build in a lot of functionality to get started with marketing automation. It’s a lot easier to start with Aritic Pinpoint.

4. Improve efficiency and profitability

As a non-profit organization, it is important to achieve the best results for the clients and the donors who support the cause. It involves using as much automation as possible to improve efficiency. Non-profit organizations largely focus on making a measurable difference in society. 

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But how do they reach people who need their help? Non-profit organizations also need marketing automation to be successful. Marketing automation is a great way to streamline the process of attracting new clients and donors to focus on doing what they do best.

5. Make data-driven decisions

Many businesses lose money due to making poor data-driven decisions. That’s a hard fact! However, By automating decision-making, organizations can get a huge boost. That’s what marketing automation for non-profit can do. The five most common data-driven decisions are: 

  • Optimizing your CRM list 
  • Incentivizing your visitors 
  • Predicting the right event at the right time 
  • Giving promotions to the right customers 
  • Determine the value of transactions 

A lot of businesses forget that people aren’t transactions. Instead, it’s the end-to-end journey that makes a difference. For example, consider booking a flight. If you forget your boarding pass, it will frustrate you.

Why Do Non-profits Need Marketing Automation?

So, Why is marketing automation for non-profit organizations much needed? Here are 5 Solid Reasons if you are still perplexed about it:

1. Easily Plan Ahead

When you have marketing automation at your side, your non-profit organization can better plan ahead by segmenting donor lists based on characteristics, drafting templates, and hyper-personalizing the communications you send out.

Automating these tasks helps you appeal to more supporters quickly and easily, leaving more time for your other non-profit or social welfare efforts.

2. Utilize Trigger Email Series

Email marketing is a successful channel so, you’d, of course, want to leverage it. Using email series, you can encourage supporters to achieve a particular goal through effective marketing campaigns.

In addition, you get better power in your hands with the automatic triggering of these emails in response to a specific action as it simplifies the manual marketing process while managing your particular supporter toward the end goal.

3. Keep Lead Captures on Track

Marketing automation for non-profit organizations includes automating outgoing content to your donors and supporters and effectively automating incoming information inflow to your integrated non-profit CRM.

Moreover, you can easily automate the flow of lead information using lead capture pop-up forms or static forms to streamline the upload of information into your donor list database.

4. Synchronize Non-profits, Donors, and Supporters

Without proper data management, understanding of your supporters or donors, it is challenging to send relevant messages at the right time.

However, with CRM and Marketing Automation tools in place, non-profits could organize automated and targeted email messages for reaching out to supporters at just the right time, and that too with high relevance. 

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Moreover, all your communications can run on autopilot, for example, inviting them to an event or sending relevant messages about causes your donors are interested in, thus making donors and supporters involved in genuine ways.

5. Minimize Human Errors

Goes without saying, marketing automation minimizes human errors. However, when every step of nurturing a donor relationship is taken care of manually, there is considerable room for error.

For example, individuals might miss key touchpoints or accidentally send the wrong email to people, hurting the relationship between donor and non-profit. 

You can’t risk your organization appearing disorganized and unprofessional through common errors when contacting donors. Marketing automation tools can help reduce such risks and let you be on a growth ride.

The Road Ahead

Non-profits are still lagging when it comes to adopting marketing automation for non-profit causes that could assist them in implementing and measuring marketing campaigns. That’s because most non-profits are chronically underspending on staff and IT budgets. In addition, many executives associated with non-profit organizations are not adequately prepared for change. 

Meanwhile, a growing number of non-profits are gradually realizing the importance of being digital and using technology. It enables them to improve the fundraising capabilities that could help them grow revenue, increase volunteer engagement, build stronger partnerships, and create a better world.


Sandeep is the Senior Content Writer at Aritic, where he creates content that adjures attention, builds authority, and drives action. He is a Linkedin maven who believes that learning is a lifelong process and has the ongoing curiosity to learn new things.

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