Use Cases
CRM
Application
SmartMAILCHIMP experience – St Francis House
St Francis House used our SmartMAILCHIMP checklist to detail their requirements. Once they had addressed their duplicate emails we then synchronised their information between Mailchimp and their RE CRM ensuring that both systems contained accurate information and automatically updated the records if any changes were made in either system.
SmartSTORE OLX – post sale customer service
The Bicycle Coalition of Maine had been using SmartSTORE for a while but they contacted us as they were unable to see their SmartSTORE OLX setting on the OLX deploy page. Our team was able to have a call and direct them to import their live store settings from their website.
EventBrite to Raiser’s Edge NXT: Somerset Wildlife Trust
Somerset Wildlife Trust use Eventbrite for all kinds of different events. Working closely with the client, we added an intelligent filter to the data flows, ensuring only certain categories of event are sent to Raiser’s Edge.
Using API to add consent and gift information to RE NXT
We assisted the client ensure their plugin would:
SmartZIP – designed for both Raiser’s Edge 7 and Raiser’s Edge NXT
It is a simple and accurate tool for day to day validation and inserting of updated addresses. With the addition of Smartzip’s Excel plugin for bulk validation and corrections we have an all round, cost affective and easy to use tool. Highly recommend."
Keep your database addresses clean and uniform using SmartZIP
A free app for OLX forms to enable your donors to cover the transaction fee
Mailchimp and Raiser’s Edge: instant updates and efficiency savings
We were happy to work with this client and connect their Mailchimp Audience to their Raiser’s Edge database. The real time sync has provided numerous benefits to the client, such as be being able to see Mailchimp engagement statistics inside their Raiser’s Edge NXT.
Access not-for-profit website donations to Raiser’s Edge
Collaborated with the client and their Access Group Charity Website to seamlessly integrate real-time donation processing into RENXT, ensuring a fully automated and unobtrusive workflow, requiring no manual intervention from their team.
Mailchimp and Raiser’s Edge: Giving data in Mailchimp
We configured this integration with Raiser’s Edge and Mailchimp so the client could use live Raiser’s Edge giving data in their Mailchimp Audience to better segment and target contacts for their email campaigns.
SmartIMPORT for JustGiving to Raiser’s Edge
We provided our client with a tailored solution to streamline their donation import process from JustGiving to Raiser’s Edge (RE). Leveraging our robust SmartIMPORT tool, we efficiently imported both gift and gift aid data.
Mailchimp and Raiser’s Edge: a second Audience
We successfully integrated a second Mailchimp audience with Raiser’s Edge for our client, using separate solicit codes to control the sync whilst sending rich contact data. This seamless integration works in conjunction with their primary newsletter audience, empowering the client to send highly targeted emails utilizing Mailchimp’s advanced segmentation tools.
Online Express Google Analytics (GA4) Tracking Enabled
Leveraging our brand NEW knowledge base guide, we have successfully aided our SmartTRACK clients in migrating to GA4 tracking, in light of Google’s deprecation of legacy methodologies. Our SmartTRACK integration with Google Tag Manager and GA4 offers comprehensive insights and granular data, empowering your marketing strategy with a competitive edge.
Campaign Monitor to Raiser’s Edge NXT: University of Aukland
It was great working with The University of Auckland to tailor the integration between Campaign Monitor and Raiser’s Edge to meet their precise requirements. The Auckland team have then taken this further creating their own data flows to automate and support their other business processes, all within the SmartSYNC platform.
Website portal to Raiser’s Edge: Atlantic College
We set up SmartPORTAL for Atlantic College in order for them to stay in touch with their past students. The online form gathers all the required information to support their alumni activities whilst maintaining the security of the data.
Website portal to Raiser’s Edge: MS Trust
We worked closely with MS Trust to create a quick and efficient way for their telephone helpline team to use SmartPORTAL to process enquiries through a web portal. They can search and retrieve Raiser’s Edge (RE) records and then choose to update the information or add follow up actions. SmartPORTAL comes with an API and can be customised and extended to meet a wide variety of use cases such as this.
Online Store to Raiser’s Edge: The University of Winnipeg
We assisted in the set up of SmartSTORE for The University of Winnipeg in order for them to easily sell items required by students and staff.
Excel to Raiser’s Edge: Bennington College USA
We love helping you work faster and smarter. We built SmartPASTE over a decade ago to solve a very common issue when working in Query inside Raiser’s Edge and wanting to paste a long list of values. It now works with both RE7 self hosted and RE NXT Database View. Grab your FREE copy today.
LinkedIn to Raiser’s Edge NXT: Pine Crest School
SmartSOCIAL is our FREE tool for Raiser’s Edge NXT, which seamlessly connects LinkedIn to Raiser’s Edge. Join the ever-growing community of organisations that are benefiting from SmartSOCIAL, saving valuable time and resources while enriching their database.
Online Express custom design from: HSC Foundation
We updated the clients’ custom donation form which looks amazing and has been in use for a few years now. Working with their design we added an Online Express donation form in the background to pass the data to Raiser’s Edge. This allowed a snazzy design but with all of the data integration the client needed. Out latest updates better supported adding tributes and custom designations.
