Soapbox Engage Blog

Artificial Intelligence (AI) has been bubbling under the surface for awhile, but it has exploded in popularity in the last two years. It is being integrated into all industries—and nonprofit organizations are no exception. There are a large variety of ways that AI can be used by nonprofit organizations to enhance their fundraising, and ultimately better fulfill their mission.

Salesforce, the number one CRM technology, has introduced Einstein for Nonprofits, which brings the power of Salesforce’s Einstein AI to nonprofit organizations like yours. Keep reading to learn what Einstein for Nonprofits can do for your organization.

What is Einstein for Nonprofits?

Salesforce Einstein AI is a comprehensive suite of AI tools that enhances CRM processes through advanced capabilities. These include natural language processing (NLP), predictive analytics, machine learning, and computer vision.

Einstein for Nonprofits harnesses this technology, and generates predictive insights and metrics by modeling real world data in your organization. The app uses AI to train the system about possible constituent behavior based on past giving and similarities with other donors. These insights help you make more informed decisions when planning your fundraising campaigns. You’ll have the right information to help you deliver smart, personalized, and predictive messages and fundraising appeals to your supporters. which will ultimately lead to higher rates of success.

Features of Einstein for Nonprofits

There are a few key features within Einstein for Nonprofits that you can use to better understand and connect with your donor base.

• Einstein Prediction Builder: Admins can use the Einstein Prediction Builder bundled package to generate predictive insights. You can obtain percent probability scores for the likelihood of each constituent to be a first-time donor, recurring donor, or top donor. This is invaluable information that can help you develop a strong fundraising campaign, with tailored messaging for each set of people.


• Backup Models: Data is important for an organization to make informed decisions. But you might be at a place where you don’t have the amount of data you need. Luckily, Salesforce Einstein AI includes Backup Models. If you don’t meet the minimum data threshold to get predictions using the Einstein Prediction Builder, Backup Models will still generate predictive insights. This is very helpful while your organization strives to have better data.


• Contacts: You can configure contact cards for your donors to display the predictive metrics and scores as part of your donor’s profile. This data can be actioned by users within your nonprofit. This makes it incredibly easy to see where a donor stands and how the relationship could grow in the future, which is the exact info you need when connecting.

Uses for Einstein for Nonprofits

Generating predictive data is a great way to improve your fundraising. But there are other ways to use Einstein for Nonprofits that can be a great help as well.

• Event Management: A fundraising event is only successful if people show up. Following up with people and sending reminders is a lot of work, especially if added on top of an already full plate of planning the event. Rather than having to devote extra time to this important (but laborious) task, you can utilize Einstein GPT to coordinate event logistics. Send automated reminders or personalized invites based on donor data.


• Customize Fundraising Pages: A strong “donate” page on your website is important, but you can’t rely on that for every appeal. Customized fundraising pages based on the cause and potential donor can be a great way to improve your fundraising, and Salesforce’s Einstein AI can help with that.


• Generate Reports: Einstein AI won’t just generate the data, but it can compile it into a report too. Simplify the process by allowing Salesforce Einstein GPT to consolidate data and narrate progress.


• Integrate with Communication Tools: Sync Salesforce Einstein GPT with your communication platforms, whether email, messaging apps, or CRM tools. This integration enables you to automatically draft emails or messages in a tone that aligns with your nonprofit’s brand.

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As you can see, there is a lot of possibility within Einstein for Nonprofits to help you improve your fundraising processes and deliver better fundraising results. AI technology is likely to only increase in popularity. As we head into a new year, learning how to effectively utilize AI technology is sure to help you strengthen your organization, and prepare you for all the changes that may come.

Not sure how you’ll utilize this technology in your organization? Or maybe you’re interested but don’t feel like you can implement it? We’d love to help! Please reach out to us to learn more about Soapbox Engage Salesforce Consulting Services.

Here are a few more resources to help your nonprofit organization:

• A Quick Guide to Using AI Responsibly at Your Nonprofit:Every new technology brings fears and risks. As AI grows in popularity, so do the concerns. This blog post lays out how you can make sure you’re using AI technology responsibly.
• 7 Benefits of Salesforce Managed Services for Nonprofits: If you’re considering our Salesforce Managed Services but not sold yet, check out this blog post which shares seven ways these services can benefit your organization.
• Top New Features of the Soapbox Engage Shop app: The ability to sell digital products is one of the new features of our Shop App. Check out this blog post to learn more about the other great new features!