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Nationwide Public Health Campaign Implementation for the CDC

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Industry

Healthcare

Challenge

The CDC needed a custom-architected technology partner to execute a zero-error, national health campaign. This complex initiative required orchestrating test kit logistics and results delivery via a fully automated system. Lacking off-the-shelf options, 4Cast built a custom, compliant infrastructure to handle the massive scale and strict data requirements of a federally funded public health program.

Solutions

4Cast Agency engineered a custom HubSpot ecosystem to serve as the campaign's operational backbone. By integrating DocuSign, Sakari SMS, Tasso ERP, and logistics providers, they automated the entire patient journey from test requests to results delivery. To meet complex requirements beyond native features, the team developed Custom Coded Actions and UI Extensions, ensuring a compliant, seamless national rollout.

Key Technologies

HubSpot, DocuSign, Tasso ERP, Sakari SMS

www.4castagency.com/
6+
Platform Integrations Built
100%
Testing Process Automated
18
Month Project Completion
3
Year National Study Supported
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At a Glance

4Cast Agency was engaged as a contractor for the Centers for Disease Control and Prevention (CDC) to design and implement a comprehensive HubSpot marketing and sales infrastructure supporting a federally funded, nationwide communicable disease testing awareness campaign. The project, part of a three-year national study, required a fully automated end-to-end system managing home testing kit distribution, sample collection, and results delivery across both in-person and virtual channels. Spanning 18 months and integrating with DocuSign, Sakari SMS, Tasso ERP, FedEx, and UPS, this was one of the most technically complex HubSpot implementations ever executed in the public health space.





The Challenge

The CDC required a technology partner capable of standing up a highly complex, fully automated national health campaign with zero margin for error. The scope was unlike any standard HubSpot implementation, requiring the orchestration of home test kit logistics, sample collection workflows, and results delivery across multiple channels and partners. No off-the-shelf solution existed. Every workflow, integration, and automation had to be custom-architected to meet the demands of a federally funded, nationally scaled public health initiative operating under strict compliance and data requirements.

The Solution

4Cast Agency designed and built a comprehensive HubSpot marketing and sales implementation from the ground up, serving as the operational backbone of the national campaign. The team engineered complex multi-step workflows automating the entire patient journey from test kit request through sample collection to results delivery. Deep integrations were built with DocuSign for digital consent and documentation, Sakari SMS for patient communications, Tasso ERP for inventory management, and FedEx and UPS for logistics and shipping coordination. Custom Coded Actions and Custom UI Extensions were developed to handle unique process requirements that exceeded HubSpot's native capabilities, ensuring a seamless and compliant experience at national scale.

The Results

  1. End-to-End Process Automation at National Scale: 4Cast engineered a fully automated patient journey covering every step of the testing process, from home kit fulfillment to results delivery, eliminating manual intervention and enabling the campaign to operate efficiently across the entire country simultaneously.

  2. A Unified Ecosystem Across Six Platforms: By integrating HubSpot with DocuSign, Sakari, Tasso, FedEx, and UPS into a single connected system, 4Cast gave the CDC complete operational visibility and control over every touchpoint in the campaign, from logistics to patient communication.

  3. Mission-Critical Reliability for a Federal Initiative: With a three-year national study on the line and millions of Americans as participants, 4Cast delivered a technically sophisticated, compliant, and resilient infrastructure that performed flawlessly under the demands of one of the most consequential public health campaigns in recent memory.

 

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