Features

RA (2)

Red Arc Supporter Engagement Platform Features

Campaigner

  • Campaigns
  • Instant Segments
  • Master List Sync
  • Activity Sync
  • Consent management (unsubscribes, preference centre sync)
  • Add New Subscribers
  • Hierarchical Segmentation
  • Link to NXT Appeals

(coming soon)

  • SMS
  • Direct Mail
  • Call Centre campaigns

    *For availability see below

Acknowledgments

  • Bulk Letters
  • Single Letters
  • Built-in email delivery
  • Conditional templates
  • Giving Summaries
  • Scheduled Letters
  • Auto Send Letters
  • Tributes / Soft Credits
  • Send/open history

*For availability see below

Engagement Insights

  • Insights Dashboard
  • Custom Engagement Scoring
  • Email/Acknowledgement Insights

*For availability see below

Automation Agents

  • Visual drag & drop agents
  • Intelligent Tools
  • Trigger from Raiser’s Edge and other apps
  • Use in Red Arc or from your AI apps. Via MCP and A2A

*For availability see below

Automation Agent Tools

Acknowledgements / Receipts

  • Create & Send Acknowledgement PDF — Create PDF, email donor, record RE NXT Action with links/status.
  • Create Acknowledgement PDF — Generate/store PDF; record where it lives and attach.

Campaigner

  • Create Instant Campaign in Marketing Platform — Launch campaign; create matching Appeal in RE NXT.
  • Start Journey in Marketing Platform — Enrol contact/segment; log enrolment to constituent.
  • Send Single Email (Marketing Platform) — One-off send via ESP; log subject/time/IDs to RE NXT.
  • Send SMS — Text the supporter; record provider/status as Action/note.
  • Mail Single Letter (API) — Dispatch print; record job IDs and store the letter artefact.
  • Send Record to Call Centre — Push to call queue; create call Action/task with disposition.

Context / Docs

  • Raiser’s Edge Context — Pull key fields & recent activity for AI; references appear in the audit trail.
  • Engagement Insights (Red Arc app) — Surface behavioural signals; include source links.
  • Attach Context Documents — Add briefs/files; store file refs with the run.

Comms

  • Gmail/Outlook: Draft & Send — Draft (tone rules) and/or send; record as RE NXT Action (thread ID, recipients, subject).
  • Bulletin Board — Publish internal update; log announcement link.
  • Internal Notifications (Email, Slack, Teams) — Notify channels; note where/when and message permalink.

Advanced tools for granular workflows

(CRM lookups/actions are encapsulated into primary tools, but available for fine-grained control when needed.)

RE NXT connectivity

  • Get Constituent • Get Gift • Create Constituent • Create Gift • Create Action
  • Add Constituent Code • Add Consent • Update Email Address
  • Run Query • Run List

All can participate in Do → Record by writing outcomes/IDs back to Raiser’s Edge NXT.

*For availability see below

Automation Agent Triggers

  • New Gift Added — start acknowledgements or follow-ups.
  • New Constituent Added — kick off welcomes, enrichment, or journeys.
  • Constituent Code Added — trigger targeted actions by code.
  • Engagement Scoring Complete — launch journeys by score.
  • Email Bounce — clean data and notify owner.
  • Unsubscribe from Marketing Platform — update CRM and stop sends.
  • Subscriber Updated Preferences — sync interests to CRM.
  • Consent Added — align messaging/channels immediately.
  • Gmail/Outlook Email Received — auto-route and draft replies.
  • External Events (e.g. webform completed) — start flows on form submits.

*For availability see below

* Please note: Features /Tools /Triggers will be rolled out progressively during Q4 2025 and Q1 2026