Alumni staff need to plan and then expose available reunion activities to alumni to register to attend.
Solution
Customized Campaigns to manage reunion activities and souvenir selections, tailored by class and event type.
Built custom objects to track individual preferences (e.g., dinner choices, t-shirt sizes) for each family member for each activity in a standardized manner.
Consolidated all registration components (opportunities) into a unified cost for easier tracking and reporting.
Established a two-way integration between the MIT Alumni portal and the Salesforce CRM, linking alumni data with the fundraising database.
Automated cancellation workflows to update registrations and related records in real time.
Results
Developed a reusable reunion campaign template, reducing annual setup time and effort.
Enabled real-time capacity monitoring to optimize venue sizes and manage attendance dynamically.
Improved historical tracking of alumni participation and individual preferences to inform future planning.
