100% Self-Service Event Registration at McKeown Foundation

McKeown Foundation had been using Salesforce for years, but much of its fundraising and event operations remained manual. Donations and event registrations came through multiple channels and were only recorded once someone entered them into Salesforce, creating delays and increasing the risk of missing or incomplete data.

Staff often had to capture information after conversations or events, leading to inconsistencies and duplicate records in the CRM. Without automation, maintaining accurate data became difficult as the foundation grew.

The team needed a way to manage event registrations and payments as a self-service experience while ensuring all data, payments, and campaign attribution were captured correctly inside Salesforce, without manual reconciliation.

Titan’s Enterprise Suite was implemented to create a self-service event registration experience connected to Salesforce in real time.

A multi-step registration form was embedded on the foundation’s website, allowing donors to register for events, purchase tickets, and submit additional contributions in a single flow. Payments are processed through Stripe, with all data written back to Salesforce as the system of record.

As part of the workflow, Titan checks for existing contacts to prevent duplicates, updating records where needed or creating new ones when necessary. Opportunities are generated for ticket purchases and donations, and automatically linked to the correct campaign with accurate attribution.

The experience also supports additional attendees, capturing guest details and creating or updating records for each individual.

To support ongoing fundraising, the team built a reusable event template. New event pages can be launched by duplicating the form, adjusting key variables such as ticket pricing or event details, and publishing within minutes.

100% Self-Service Event Registration: Donors can register, add attendees, and complete payments without staff involvement. The foundation no longer relies on manual check processing, note-taking, or post-event reconciliation.

0 Manual Data Entry: Contacts, Opportunities, and Campaign attribution are automatically created and updated inside Salesforce, removing approximately 2 hours of manual admin work per event.

Full Funnel Visibility: Opportunities are created even when registrations are not completed, giving the team visibility into abandoned checkouts and enabling follow-up with potential attendees.

Improved Data Quality: Titan checks Salesforce before creating new records, preventing duplicate contacts and maintaining clean, reliable data as the organization grows.

Faster Event Launches: With reusable templates, new event registration pages can be created and published in minutes, supporting faster fundraising cycles.

Team Independence: The foundation’s team was quickly trained to manage and extend their Salesforce workflows independently, reducing reliance on ongoing technical support.