Customer.io: 90% Engagement in Global Giving & Volunteering

Challenges

Customer.io, a messaging automation platform, set out to engage as many employees as possible in workplace giving. To achieve this, they prioritized giving employees the freedom to support any nonprofit they cared about. However, they faced key challenges:

• ‍Difficult manual processes like spreadsheets, surveys, and matching donations made managing their program inefficient and time-consuming.‍
• Increased complexity from offering employees the choice of any nonprofit added layers of administrative burden.‍
• Discouraged engagement as employees also had to navigate the same manual processes, preventing the program from reaching its full potential.

Previously, each team member had a set amount to donate to five organizations. When employees asked for more choice, we shifted to allow individual preferences, but this created a heavy burden with surveys, spreadsheets, and manual work. After seeing how time-consuming this process became, I was determined to find a solution that gave employees the freedom to choose where to give without overwhelming our team.
_{Alyssa, People and Culture}

Solutions

Percent Pledge provided Customer.io with an all-in-one corporate social responsibility platform, personalized to their team’s needs, that exceeded their goals and created measurable impact. Key features included:

1. A customized platform built around employees’ passions and interests to maximize engagement with our Passion Assessment.‍
2. Nonprofit vetting to ensure trusted, impactful partnerships.‍‍
3. Matching donations and Cause Credits to incentivize employee contributions with our Giving Platform.‍
4. Team volunteering opportunities to foster collaboration and global engagement.‍‍
5. Impact reporting to track results and celebrate successes.
6. All-in-one CSR platform for donations, volunteering, and reporting.

From the easy setup to jumping into a volunteer opportunity abroad and accessing ready-to-use communications, everything is professional, seamless, and flexible—exactly what we needed. Having both donations and volunteering in one platform is incredible since most services only offer one or the other.

Outcomes

• Better results: Customeri.io engaged 90% of its global employees in workplace giving and volunteering with Percent Pledge. ‍
• Cost effective: Customer.io saved time and money using Percent Pledge instead of the frustrating manual process. ‍
• Easy to get started: Customer.io bought and launched Percent Pledge in just days.
• Exceeding goals: Customer.io drove higher participation internationally shown by events like a volunteer initiative in Greece.

With Percent Pledge, we shattered our goal with 90% participation! From volunteering in Greece to upcoming virtual opportunities, we’re excited to go far beyond our Holiday Giving Campaign. You’ve exceeded our goals, made the process scalable, and taken a huge burden off Alyssa’s shoulders. We can’t wait to see how Percent Pledge takes our impact to the next level!

Ready to achieve 90% employee engagement with a workplace giving program your team will love? Start with Percent Pledge today.