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CONTACT US
Email Marketing Services – onboarding checklist
Resources that relate to your integration:
Ensure your Raiser' Edge NXT list only contains constituents that have consented to receive email
How to deal with constituents that share email addresses
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
Sendinblue
Integration set up process
Match our Raiser’s Edge Constituents to Contacts in our EMS
Create a new List of Contacts or Audience based on our Raiser’s Edge NXT List
Connecting Raiser's Edge NXT to Mailchimp
What is the name of the Raiser's Edge NXT 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 Raiser's Edge NXT
Adding records to Raiser's Edge NXT
(Required)
Add new subscriber contacts in my EMS to Raiser’s Edge NXT
Do nothing
Which email type in your Raiser's Edge should be use when adding email addresses?
(Required)
Hard bounce in your EMS. Mark the email address on Raiser's Edge NXT as:
Do not email
Inactive
Do nothing
Hard bounce in your EMS. Would you like to update the Email type in Raiser's Edge?
(Required)
Yes
No
Hard bounce in your EMS. Update the Email address type in Raiser's Edge to:
(Required)
New email address from your EMS. How should we update the existing (old email address) options in Raiser's Edge?
(Required)
Do not email
Inactive
Delete the email
Update the existing email address type (old email) in your Raiser's Edge?
(Required)
Yes
No
Existing / old email address type?
(Required)
Consent
Subscribe and Unsubscribe in your EMS create a Consent entry in your Raiser’s Edge.
Source
(Required)
Channel
(Required)
Category
(Required)
Data flows from Raiser's Edge NXT to your EMS
Adding records to my EMS
(Required)
Add new contacts whenever new Constituents are added to my Raiser’s Edge NXT List
Do nothing
Raiser's Edge data to sync with your EMS
Preferred name
Salutation
Addressee
Full Name
Age
Birthdate
Organisation name
Constituent type
Address: Address line 1
Address: Address line 2
Address: Address line 3
Address: City
Address: State
Address: County
Address: Region
Address: Country
Address: Postal code
Constituent codes (Active)
Custom Fields
First gift amount
First gift type
First gift date
First gift fund
First gift appeal
First gift campaign
Latest gift amount
Latest gift type
Latest gift date
Latest gift fund
Latest gift appeal
Latest gift campaign
Greatest gift amount
Greatest gift type
Greatest gift date
Greatest gift fund
Greatest gift appeal
Greatest gift campaign
Lifetime giving amount
Last action category
Last action date
Assigned Fundraiser
Custom Fields
Additional information (optional)
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APPNAME
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First Name
Last Name
Email
Phone
Organisation
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APPNAME
Get your free copy today
First Name
Last Name
Email
Phone
Organisation
Select your platform:
Platform
Raiser's Edge NXT
Blackbaud CRM
Accept
Please confirm that you agree to our
Terms
and
Privacy Policy
Submit
Smart
APPNAME
Get your free copy today
First Name
Last Name
Email
Phone
Organisation
Accept
Please confirm that you agree to our
Terms
and
Privacy Policy
Submit
Smart
APPNAME
Start your 30-day free trial today
First Name
Last Name
Email
Phone
Organisation
Accept
Please confirm that you agree to our
Terms
and
Privacy Policy
Submit
Smart
APPNAME
Start your 30-day free trial today
First Name
Last Name
Email
Phone
Organisation
Accept
Please confirm that you agree to our
Terms
and
Privacy Policy
Submit