CHA Upgrades Email and Texting with HubSpot
The Catholic Health Association moved from Higher Logic Real Magnet to HubSpot Marketing Hub, added SMS texting and launched on schedule with Ricochet's plan and documentation.
What was holding CHA back?
The Catholic Health Association of the United States (CHA) represents more than 650 hospitals and 1,600 long-term care and other health facilities across all 50 states. CHA wanted more personalized, automated email for this diverse audience, but its Higher Logic Real Magnet system could not keep up. Staff had no way to reach people by text. CHA turned to Ricochet to guide it through selecting and implementing a new solution.
What did Ricochet do?
Ricochet evaluated HubSpot Marketing Hub to confirm it met CHA's requirements and negotiated a fair price. We helped CHA choose a third-party SMS marketing tool, opening a new channel. After assessing integration platforms, we determined that CHA's skilled IT team could connect HubSpot to its Aptify AMS in-house. To support that work, we identified and documented about 200 data fields that needed to sync with the AMS in real time.
What changed for CHA's members?
CHA can now send members more personalized and automated email, and it can reach them by text message for the first time. Because about 200 fields sync with the Aptify AMS in real time, the messages members receive draw on current data. The CHA team used Ricochet's documentation to finish the integration quickly, and the project launched successfully and on schedule using Ricochet's implementation plan and go-live checklist.
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