{"id":11288,"date":"2023-07-26T17:49:03","date_gmt":"2023-07-26T17:49:03","guid":{"rendered":"https:\/\/teamheller.com\/?p=11288"},"modified":"2025-05-29T16:04:14","modified_gmt":"2025-05-29T16:04:14","slug":"connect-with-donors-and-alumni-through-an-online-portal-built-on-salesforce","status":"publish","type":"post","link":"https:\/\/teamheller.com\/resources\/blog\/connect-with-donors-and-alumni-through-an-online-portal-built-on-salesforce","title":{"rendered":"Connect with Donors and Alumni Through an Online Portal Built on Salesforce"},"content":{"rendered":"<p><span data-contrast=\"auto\">As a higher education advancement leader, you\u2019re probably on the lookout for ways to engage more effectively with donors, alumni, and other constituents. If you use (or are thinking about using) the Salesforce platform and ecosystem, one powerful and simple way to deepen connections and provide a great donor and alumni experience is to offer an integrated online portal using <\/span><a href=\"https:\/\/www.salesforce.com\/products\/experience-cloud\/overview\/\" target=\"_blank\" rel=\"noopener\"><span data-contrast=\"none\">Salesforce Experience Cloud<\/span><\/a><span data-contrast=\"auto\">.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:276}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Experience Cloud is a portal, or online community, solution that allows you to present the types of data you choose from your Salesforce instance to various constituents of your choice. It also lets those constituents share and view information, update their own data, and interact with your organization. Experience Cloud comes with templates for the most common types of portals, plus tools to manage the web content and data you want to display to your donor, alumni, and other constituents.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:276}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">One of the most significant aspects of a donor\/alumni portal built with Salesforce Experience Cloud is that no integrations are needed. Because it\u2019s built in Salesforce, it can access and share information with all of the Salesforce solutions your institution uses. <\/span><br \/>\n<span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:276}\"><a href=\"https:\/\/teamheller.com\/transforming-advancement-and-fundraising-in-higher-education-with-salesforce\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"alignright wp-image-10307\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2022\/06\/COVER-Transforming-Advancement-Fundraising-in-Higher-Education-with-Salesforce_Heller-Consulting-scaled-e1654543460540.jpg?strip=all\" alt=\"\" width=\"150\" height=\"194\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2022\/06\/COVER-Transforming-Advancement-Fundraising-in-Higher-Education-with-Salesforce_Heller-Consulting-scaled-e1654543460540.jpg?strip=all 700w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2022\/06\/COVER-Transforming-Advancement-Fundraising-in-Higher-Education-with-Salesforce_Heller-Consulting-scaled-e1654543460540.jpg?strip=all&amp;w=140 140w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2022\/06\/COVER-Transforming-Advancement-Fundraising-in-Higher-Education-with-Salesforce_Heller-Consulting-scaled-e1654543460540.jpg?strip=all&amp;w=280 280w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2022\/06\/COVER-Transforming-Advancement-Fundraising-in-Higher-Education-with-Salesforce_Heller-Consulting-scaled-e1654543460540.jpg?strip=all&amp;w=420 420w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2022\/06\/COVER-Transforming-Advancement-Fundraising-in-Higher-Education-with-Salesforce_Heller-Consulting-scaled-e1654543460540.jpg?strip=all&amp;w=560 560w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/><\/a><\/span><\/p>\n<blockquote><p><span data-contrast=\"auto\">Learn tips and insights about using Salesforce for your higher education institution. Read the guide, <\/span><a href=\"https:\/\/teamheller.com\/transforming-advancement-and-fundraising-in-higher-education-with-salesforce\" target=\"_blank\" rel=\"noopener\"><span data-contrast=\"none\">Transforming Advancement and Fundraising in Higher Education with Salesforce<\/span><\/a><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:276}\">\u00a0<\/span><\/p><\/blockquote>\n<p><span data-contrast=\"auto\">This approach offers multiple ways to strengthen relationships with donors and alumni:<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:276}\">\u00a0<\/span><\/p>\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"12\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Give donors and alumni the convenience of self-service.<\/span><\/b><span data-contrast=\"auto\"> They can do things like update their contact information and preferences, access receipts, sign up for events, and find information they\u2019re seeking from your organization.<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"12\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"2\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Provide donors and alumni with a more personalized and relevant experience.<\/span><\/b><span data-contrast=\"auto\"> Your donors and alumni have a personal connection to your institution, so they expect a personalized experience. Using the information donors and alumni give you directly through the portal, as well as information that\u2019s based on their searches, click-throughs, and other activities with your organization, you can present donors and alumni with information that\u2019s relevant to their interests. For example, for engineering college alumni, present them with articles, events, and information related to engineering.<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"12\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"3\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Improve the effectiveness of your marketing and fundraising efforts.<\/span><\/b><span data-contrast=\"auto\"> Again, using the information you gather about donors and alumni through your portal, you can gain insights into your donors and alumni that make it easier to send them more targeted and impactful information and appeals.<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"12\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Get donors and alumni involved in other ways.<\/span><\/b><span data-contrast=\"auto\"> Your donor\/alumni portal can be used in other innovative ways, as well. For example, one of the higher education institutions we work with here at Heller Consulting uses their Salesforce-powered portal to give donors and alumni a convenient way to sign up for volunteer opportunities, which are managed through Salesforce for Volunteers.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:276}\">\u00a0<\/span><\/li>\n<\/ul>\n<h2><b><span data-contrast=\"auto\">Take the next step<\/span><\/b><\/h2>\n<p><span data-contrast=\"auto\">The Salesforce platform and ecosystem of solutions offer <\/span><a href=\"https:\/\/teamheller.com\/resources\/blog\/3-ways-higher-education-institutions-are-innovating-with-salesforce\"><span data-contrast=\"none\">great possibilities for higher education advancement<\/span><\/a><span data-contrast=\"auto\">. If your organization is interested in using Salesforce, learn more about our <\/span><a href=\"https:\/\/teamheller.com\/who-we-serve\/higher-education\"><span data-contrast=\"none\">services for higher education institutions<\/span><\/a><span data-contrast=\"auto\"> and <\/span><a href=\"https:\/\/teamheller.com\/contact-us\"><span data-contrast=\"none\">contact us<\/span><\/a><span data-contrast=\"auto\"> today.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559685&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:276}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Our team is ready to help you create a clear strategy for your organization\u2019s technology and provide managed services to give you the level of help you need when you need it.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559685&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:276}\">\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>As a higher education advancement leader, you\u2019re probably on the lookout for ways to engage more effectively with donors, alumni, and other constituents. If you use (or are thinking about using) the Salesforce platform and ecosystem, one powerful and simple way to deepen connections and provide a great donor and alumni experience is to offer [&hellip;]<\/p>\n","protected":false},"author":21,"featured_media":11289,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[16,120],"tags":[],"ppma_author":[478],"class_list":["post-11288","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","category-higher-education"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Connect with Donors &amp; Alumni Through Salesforce&#039;s Online Portal Built<\/title>\n<meta name=\"description\" content=\"Discover how an online portal built on Salesforce Experience Cloud can help 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