Kaiser Permanente

By Reymar in Customer Stories Customer Stories | 4 minute read

Kaiser Permanente is one of the USA’s leading health care providers, providing high-quality, affordable health care services to more than 12 million people in 8 states plus the District of Columbia.


Kaiser Permanente is one of the USA’s leading health care providers, providing high-quality, affordable health care services to more than 12 million people in 8 states plus the District of Columbia.

You can imagine that 2020 has been a rough year for Kaiser Permanente, just as it was for any organization in the medical industry. Aside from the usual communication and marketing efforts, they also had to find a way to keep their members informed about the pandemic and make sure everyone is safe, even when they go see a doctor for a condition that’s not COVID-19.


Kaiser Permanente is made up of three distinct and interdependent entities: the Kaiser Foundation Health Plan, Inc. (KFHP), and its regional operating subsidiaries; Kaiser Foundation Hospitals (KFH); and the regional Permanente Medical Groups (TPMG).

Both KFHP and KFH are nonprofit while TPMG is for profit. The users fall under the KFHP line of business.

Kaiser Permanente Organizational Structure

This means that their marketing campaigns are also very different, even though they sometimes share the same database. Confusing?

Perhaps, but it’s also an excellent opportunity to expand all three entities and to better serve their members.


Running three separate entities comes with quite a few compliance challenges, as well as segmentation ones. How do you make sure you don’t annoy your members with irrelevant information? Sure, you could simply send them emails that are 100% related to the entity they belong to.

But then they might miss out on promotions and deals from your other divisions. Plus, the whole group would miss a very simple way to grow all their lines of business by marketing to an audience that already knows and trusts their company.

Kaiser Permanente uses both Salesforce and Constant Contact for their marketing and sales department. But when used separately, a lot of insights are lost. Even worse, migrating only some contacts from one database to another can be a nightmare that takes hours of manual work to sort through.


Like hundreds of other companies in the medical industry, Kaiser Permanente relies on Constant Contact for Salesforce integration.

Here’s why:

With the SyncApps by Cazoomi seamless integration, you can deliver medical information to your clients by automating the workload and making medical data administration more efficient.

  • Manage data flow between your existing software to enable better administrative and clinical efficiency.
  • A comprehensive view of data to enable demand plotting and make an informed decision.
  • Automate transactions and streamline billing to save time and resources.

Kaiser Permanente is using Constant Contact for Salesforce with the feature to sync Salesforce Campaigns to their Member list in Constant Contact. By doing so they will be able to update their members accurately since all opt-outs are actively managed automatically by their integration.


This helps Kaiser Permanente segment their Salesforce Campaign(s) from Salesforce into separate Constant Contact Lists for better segmentation marketing.

Did you know that most organizations waste 13 working days each year on this process alone? Exporting Salesforce records into CSV format and then importing them into Constant Contact is a painful and time-consuming process. Not to mention the fact that, once the manual import into Constant Contact is complete, you would also have to manually maintain the opt-ins and the opt-outs.

Sounds like the 90s are back, right? Not for Kaiser Permanente, though. They use Constant Contact for Salesforce integration, so they’ve said goodbye to all this manual work.

The 90s can have their marketing back. Our subscribers are way ahead of the game, with a lot of spare time to focus on what really matters: strategy and how to serve their clients better.

This neat feature works pretty straightforwardly: an Email List will be created in Constant Contact for each Salesforce Campaign (or Marketing List).

Please note that if checked only those in the Marketing List or Campaign will be synced. If this option is not checked then all Contacts or Leads will be synced.

If using Force.com licenses please use Cazoomi Marketing List as it only requires standard Contact and Lead objects.

Key Outcomes

  • Seamless syncing of their clients’ records and automating their marketing to their respective categories of health services clients.
  • Data security is at the forefront and a key reason for choosing SyncApps.
  • Saving time and money: more than 13 days each year are saved by replacing manual and tedious work with 21st-century marketing tactics.
  • Data privacy compliance made easy.
  • Kaiser Permanente’s subscribers are informed and know they can rely on their healthcare services provider even in uncertain times.