Use Case for Endowment Fund
Learn how to attract investments from university alumni for the endowment fund by leveraging career advancement events as engagement triggers.
08 Jul 2024
Results for 3 months:
25+
calls were booked
Case Backgrounds
Attract investments from university alumni for the endowment fund by leveraging career advancement events as engagement triggers. Using Signum.AI, a university in the USA tracked triggers with former students to attract investments into their endowment fund.
Steps:
1. Gather Prospects:
Collected a list of alumni from the university’s database.
2. Set Up Tracking:
Added the alumni list to the tracking tool to monitor for career advancement events, such as job promotions.
3. Capture Signals:
Used the tracking tool to detect signals of alumni receiving promotions at their jobs.
4. Launch Email Campaign:
Sent personalized congratulatory emails to alumni who were promoted.
5. In the emails, congratulated them on their achievements and invited them to support the university’s endowment fund.
6. Follow-Up Campaign:
Scheduled follow-up calls with alumni who responded positively to the emails to discuss contribution details.
Metrics & Results:
1. Signals Tracked:
Monitored 500 alumni profiles for job promotions.
2. Emails Sent:
Sent personalized emails to 100 alumni identified with recent promotions.
3. Responses Received:
Received positive responses from 40 alumni expressing interest in contributing to the endowment fund.
4. Calls Booked:
Successfully scheduled 25 calls with interested alumni.