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CRM automation

City-by-city email for a 13-city fundraising program

A fundraising program ran 13 city campaigns at once, and people were getting invites for the wrong city.

01 / Phase

Segment

By metro area

02 / Phase

Build

Per-city sequences

03 / Phase

Send

13 campaigns

04 / Phase

Register

27+ signups

Context

Each city needed its own invitations, with no way to split contacts by market.

Problem

Wrong-city invites were hurting trust before a single event ran.

What was built

  • Segmented contacts by metro area in the CRM.
  • Built a separate invitation sequence for each city.

Results

  • 27+ registrations across 13 cities.
  • No more wrong-city invitations.