Case Studies Big Green + Mogli

Big Green + Mogli

Maximize Nonprofit Story Collection within Salesforce

Telling compelling, authentic stories is crucial to a nonprofit's success. When Big Green was finding it difficult to collect stories from their Learning Gardens, they partnered with Mogli and Formstack to come up with a clever, yet simple solution.

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Challenge

Stories from Big Green's Learning Gardens were slipping through the cracks when Big Green employees were not on site. Teachers would have excellent moments with students in the gardens, but by the time they were back to their desk with a moment to spare, the details of the story had slipped from their mind. When they did remember to submit a story, their only way to get details to Big Green was through a clunky, hard-to-find Google doc. This process was difficult to perform from a phone or tablet, so many stories ended up getting lost while in the garden.

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Solution

Big Green combined Mogli SMS, a SMS messaging tool that directly integrates with Salesforce, with Formstack's Salesforce app to create a simple and easy way for teachers to submit stories while in the garden. Teachers text a keyword to begin a chat focused on collecting story details. Once the basic details are captured, a link to a pre-populated Formstack form is sent to them. Teachers can access this form from the device of their choice to add more story details, upload photos, and share videos. Once submitted, a record is created within Salesforce, giving Big Green employees easy access to all stories from the gardens.

Keegan Amrose
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“Formstack has transformed how we collect information from our gardens. Not only are we getting more stories, but they are also better quality too! Our advancement team is ecstatic because now we have a means of showing our donors the impact we have on kids instead of just impersonal statistics. I am trying to figure out more ways we can use Formstack to improve our business processes.”

Keegan Amrose

Computer and Information Scientist at Big Green

Results

Gathered more stories from the gardens

Gathered more stories from the gardens

Collected videos and photos to share with written stories

Collected videos and photos to share with written stories

Automated story archiving into Salesforce

Automated story archiving into Salesforce

Received more accurate data

Received more accurate data

Allowed teachers to submit details without needing internet onsite

Allowed teachers to submit details without needing internet onsite

Improved Big Green's ability to show impact

Improved Big Green's ability to show impact

Maximize Nonprofit Story Collection within Salesforce

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