“The system is very easy to use. Our staff...are always telling me how much fun they are having with Adestra.”
Director Marketing, ASCPA
The Arizona Society of Certified Public Accountants (ASCPA) is a leading professional organization of nearly 6,000 members with a mission to enhance the success of its members through continuing education, networking opportunities, and advocacy. The society and its members help strengthen the CPA profession by working together to better serve the public.
For Heidi Frei, Director of Marketing, and her team, email marketing took up a significat amount of time - time that could have been better spent serving their current members and attracting new members. With a large fraction of their marketing efforts happening through email, the society was at the mercy of the capabilities of their email platform. Certain challenges stood in their way of better communications: site security limiting work proccesses, an email editor that constantly broke the template without extensive HTML knowledge, and limited reporting options - were all at the top of the list. On top of their challenges, ASCPA was undergoing a brand refresh and needed their emails to reflect the new look and feel. ASCPA’s marketing team wanted the freedom to create visually appealing, mobile responsive emails, and the ability to conveniently work from anywhere without having to depend on a third party.
ASCPA needed a more intuitive platform to manage their email marketing, one that allowed for personalization, automation, and customization with templates, all while providing meaningful dashboards of metrics and intergrating with AM.net; their AMS. These features would allow ASCPA to cut the production time of crafting an email, to work from home or anywhere, to better target their audience through segmentation because of the integration between AM.net and Adestra, and to send mobile-responsive communications to their members.
“The new template you designed offers us a lot of flexibility in being able to present our information in different ways depending on our audience and the information that needs to be delivered. It looks more modern and is responsive for mobile. It has also helped us cut down the amount of text we use to make it more visually appealing," notes Frei.
Together ASCPA and HighRoad Solution identified the pain points and specific challenges ASCPA's marketing team were facing. Since HighRoad Solution had been an email technology partner with ASCPA since 2014, an integration with AM.net was already in place. The integration already in place combined with HighRoad's Global Passport Program, an offering that allows clients to migrate platforms for little to no extra cost, the platform switch to Adestra would be seamless.
To deliver on a seamless transition, HighRoad rolled out its project methodology with a phased approach. The project kicked off with key players and important dates, then on boarding meetings were scheduled in tandem while implementation progressed. In as little as six weeks, HighRoad Solution delivered an integrated platform where key stakeholders were fully trained on campaign creation, list building, reporting, and automation sequencing.
As a result, the ASCPA team can send visually appealing emails in half the time, “I have not timed it, but I believe that using this system takes about 50% less time than the old system. In the past, we often had formatting issues that we would have to go back and forth to try and fix like spacing issues.” With more time spent adding impact by providing quality messaging, employee morale is up in direct relation to the ease of use of Adestra, "The system is very easy to use. This allows more staff members to assist in creating emails. They don’t need any HTML knowledge and are able to easily work with the templates to create the emails. Our staff used to complain about email, but now they are always telling me how much fun they are having with Adestra." With its new mobile-responsive template, the ASCPA has seen open rates increase from 28% to 33%. The increase in engagement from members helps ASCPA to reach its goals of delighting and serving their members. When staff members report email as "fun," we know we are doing something right.
ASCPA Monthly Update (Before)
ASCPA Monthly Update (After)