Recurring Giving Converter
***UPDATE **Already using an external Marketing Automation platform to communicate with your supporters?
Then you already know the benefits of having a platform dedicated to doing this one thing incredibly well.
Red Arc’s Email Marketing Connector connects Raiser’s Edge NXT to a number of popular platforms. giving fully-automated data transfer between the two applications.
What it does…
- Automatically update any new recurring gifts added through database view as they are entered, ongoing!
- Connect the Tile from the Blackbaud Marketplace to your NXT Environment
- Easily test with a free sample conversion of 10 Gifts
- In Tile messaging with Red Arc to managing the ongoing conversion of gifts
- View conversions in the Tile ongoing
- Activate ongoing sync simply in the Tile
- 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
- Preferences are updated automatically – no need to manually update supporters who have changed their communication desires.