Use Cases

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SmartMAILCHIMP experience – St Francis House

SmartMAILCHIMP

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

SmartSTORE

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:

 – Add a note to the gift splits via Raiser’s Edge NXT gifts
– Update the opt in for constituents.

 

SmartZIP – designed for both Raiser’s Edge 7 and Raiser’s Edge NXT

SmartZIP
SmartZIP is designed as a self-install application, simplifying the setup process for clients offering a smooth installation experience.
Designed for both Raiser’s Edge 7 and Raiser’s Edge NXT and supporting both UK and international addresses, it ensures the cleanliness and uniformity of manually entered addresses, facilitating the maintenance of a well-organised database.

Keep your database addresses clean and uniform using SmartZIP

SmartZIP
SmartZIP is designed as a self-install application, simplifying the setup process for clients offering a smooth installation experience.
Designed for both Raiser’s Edge 7 and Raiser’s Edge NXT and supporting both UK and international addresses, it ensures the cleanliness and uniformity of manually entered addresses, facilitating the maintenance of a well-organised database.

A free app for OLX forms to enable your donors to cover the transaction fee

SmartDONORCOVER
A free self install app readily available on our website.
Using our Online Express deploy page it was quick and easy for the client to add this app to their existing Online Express donation form.
SmartDONORCOVER gives donors the option to add a little extra onto their donation to cover the transaction fees incurred by the organisation for accepting payments via BBMS. It’s a great way to increase the donation value with the ability to track in Raiser’s Edge and it’s FREE!!

Mailchimp and Raiser’s Edge: instant updates and efficiency savings

SmartMAILCHIMP

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

SmartACCESS

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

SmartMAILCHIMP

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

SmartIMPORT

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

SmartMAILCHIMP

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

SmartTRACK

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

SmartCAMPAIGNMONITOR

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

SmartPORTAL

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

SmartPORTAL

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

SmartSTORE

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

SmartPASTE

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

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.

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