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Email Marketing Services – onboarding checklist
Email
This field is for validation purposes and should be left unchanged.
Your details
Your Name
(Required)
First
Last
Your Email
(Required)
Your Organisation
(Required)
Which Email Marketing Service (EMS) are you using?
Mailchimp
DotDigital
Constant Contact
Campaign Monitor
Brevo (formerly SendInBlue)
Which CRM are you using?
Raiser's Edge NXT
Blackbaud CRM
Integration set up process
Match our CRM Constituents to Contacts in our EMS
Create a new List of Contacts or Audience based on our CRM List
Connecting your CRM to your EMS
What is the name of your CRM Constituent List?
(Required)
What is the name of your EMS Contact List or Audience?
(Required)
How many contacts are in your EMS List or Audience?
(Required)
Data flows from your EMS to your CRM
Adding records to your CRM
(Required)
Add new subscriber contacts in my EMS to my CRM
Do nothing
Which email type in your CRM should be use when adding email addresses?
(Required)
Hard bounce in your EMS. Mark the email address on your CRM as:
Do not email
Inactive
Do nothing
Hard bounce in your EMS. Would you like to update the Email type in your CRM?
(Required)
Yes
No
Hard bounce in your EMS. Update the Email address type in your CRM to:
(Required)
New email address from your EMS. How should we update the existing (old email address) options in your CRM?
(Required)
Do not email
Inactive
Delete the email
Update the existing email address type (old email) in your CRM?
(Required)
Yes
No
Existing / old email address type?
(Required)
Consent
Subscribe and Unsubscribe in your EMS create a Consent entry in your CRM.
Source
(Required)
Channel
(Required)
Category
(Required)
Response: Opt-Out - Assign Solicit Code(s)
(Required)
Response: Opt-Out - Remove Solicit Code(s)
Response: Opt-In - Assign Solicit Code(s)
Response: Opt-In - Remove Solicit Code(s)
(Required)
Data flows from your CRM to your EMS
CRM data to sync with your EMS
Preferred name
Age
Birthdate
Constituent type
Address: City
Address: State
Address: County
Address: Country
Address: Postal code
Constituent codes (Active)
Custom Fields
First gift amount
First gift type
First gift date
First gift fund
Latest gift amount
Latest gift type
Latest gift date
Latest gift fund
Greatest gift amount
Greatest gift type
Greatest gift date
Greatest gift fund
Lifetime giving amount
Last action category
Last action date
Assigned Fundraiser
Custom Fields
Additional information (optional)
CAPTCHA
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Blackbaud CRM
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Organisation
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Last Name
Email
Phone
Organisation
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Terms
and
Privacy Policy
Submit
Smart
APPNAME
Start your 30-day free trial today
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Last Name
Email
Phone
Organisation
Accept
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Terms
and
Privacy Policy
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