The Jane Goodall Institute Saves $85,000 Annually on Direct Mail Using SegmentOmatic
The Challenge
When Jane Goodall discovered that chimpanzees were being threatened by habitat destruction and illegal trafficking, she developed a breakthrough approach to species conservation. Her approach improves the lives of people, animals, and the environment by honoring their connectedness to each other. In 1977, she founded the Jane Goodall Institute to ensure that her vision to save the natural world we all share would be realized through the collective power of individual action.
The work of the organization focuses on restoring critical habitats to save chimpanzees from extinction, improving health for women and education for girls, cultivating local livelihoods in harmony with nature, and helping young people become the informed generation of conservation leaders the world so urgently needs through their Roots & Shoots youth programs in nearly 100 countries.
The Jane Goodall Institute relies on direct mail campaigns to provide a significant amount of funding for their programs. The organization had been using external systems to manage the campaigns, including list segmentation. But the team members wanted to try bringing the creation of the campaigns in-house to save money since they were spending about $90,000 annually on the service.
While the creative was simple for the team to handle, list segmentation was taking up unreasonable amounts of time. They had to run several queries, which took time to process, and then merge the queries to create each list. The team was spending days producing 1,000 lines of data. They needed to find a different solution for segmenting, or they would have to rely on their current external systems.
“Start with ImportOmatic. There are so many uses for it that you can’t go wrong. For those who are interested in exploring the uses of the other tools, go for it! I have yet to be disappointed with any Omatic product we’ve tried.”
Kendal Ferguson
the Jane Goodall Institute
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The Solution
The Jane Goodall Institute was already using ImportOmatic to prevent importing bad data when they ran their gift entry. Over time, they began relying on the software to ensure proper casing during data entry and to help get their data everywhere it needed to be in Raiser’s Edge. They discovered that the Dictionaries function was essential in matching up their e-store codes with their GL codes automatically, saving them from having to manually change the codes. The team also used Omatic’s Luminate Online Integration to match the fields in Raiser’s Edge with Luminate Online.
Because they’d had such good experiences with the Omatic tools they were currently using, Kendal Ferguson, Manager of Data and Systems at the organization, reached out to Omatic for a solution to the time-consuming segmenting process. Omatic recommended SegmentOmatic in conjunction with List Management, which not only would allow the team to process the queries quickly and easily, but also give them the ability to create reusable templates that are easily updated for future mailings.
Omatic set up the solution for the organization and trained the team on how to use the software. Kendal says, “I was worried I wouldn’t be able to do it by myself, but it’s so much easier than I thought it would be.”
After experimenting with the tool, the team at the Jane Goodall Institute has decided to bring all the direct marketing in-house, freeing them from relying on external systems. SegmentOmatic will save them $85,000 annually.
Kendal shares her advice to those who are considering using Omatics tools: “Start with ImportOmatic. There are so many uses for it that you can’t go wrong. For those who are interested in exploring the uses of the other tools, go for it! I have yet to be disappointed with any Omatic product we’ve tried.”
