• Fields to be transferred are defined by your organisation and based on a list so that you have all the information you need to make selections within your marketing automation platform.
• Examples include:
  • constituent biographical information
  • constituent giving summaries
  • custom fields
  • calculated fields
• Selections and segmentations are made in the marketing automation platform (using the data fields synchronised) to send campaigns and trigger journeys
• Data synchronised daily

• Each Email/SMS sent will create an action record for the relevant constituent
• Opens/Clicks etc will be added to this action record as they occur
• We have two methods for recording opens etc:
  • In the Notes section of the action (standard)
  • As custom fields within the Action
• Additional NXT custom fields can also be included in a custom implementation
• NB custom fields create additional API traffic which could impact NXT API quotas in large volume scenarios

Custom tile displaying Email Activity RIGHT on the constituent Page

• If an unsubscribe is received from the marketing platform this will:
• Update the action as normal
• Additionally, update communication preferences for the constituent using either
  • Solicit Codes
  • Consent
• Preferences are updated automatically – no need to manually update supporters who have changed their communication desires.