We've taken Email Marketing Connector and turned it into a Unified App that works across Raiser's Edge NXT and Blackbaud CRM. That's right - one app, both platforms! All fully SKY enabled and fully contained within your chosen Blackbaud Solution.
It's the simple way to make your chosen marketing platform part of Raiser's Edge NXT or Blackbaud CRM and “do more” with your supporter engagement."
The change was so big it seemed fitting to give the app a new name. The app formerly know as EMC is now Red Arc Marketing Connector!
There's a short overview video here. And more details here
We've added SF Marketing Cloud to the available marketing solution connectors, the first of several planned over the next little while.
Available now for both RE NXT and BBCRM!
Redesigned Auto Letters feature adding "move up" and "move down" buttons making it possible to sort triggers plus simplifying the interface overall.
Setup and onboarding has been updated to create a simplified experience when you first connect the app. Additional changes coming shortly.
Improvements to the constituent sync threshold check giving users control to manage potentially unexpected sync numbers detected
Self service mapping tool added to the Active Campaign connector
Query API is now available as an option when creating new constituent syncs. This means syncs can now be setup entirely within the app significantly streamlining the sync setup process! Updates coming around one-to-many queries. And Export/FTP is still an option.
Some of our favourite additions to help you work easier and smarter this quarter...
Improved name field handling for promary contact prebiewing
improved name field handling on preview templates when test sending Email
Actin categoty for Letter Box actions
Action category gets correctly set to Mailing or Email in bulk runs
Split gift rounding in Shopify Connector
Fixed rounding error when multiple gift splits transferred in Shopify Connector
Marketing Connector FTP entry changes
Improvements to FTP selection form in Marketing Connector
Marketing Cinnector Sync History changes
Sync history display improvements if no data in export changed
Various bug fixes and performance optimisations across our apps...
The behaviour of the Organisation Name Personalization Field has been changed...
Previous behaviour: if an organisation did not have a Primary Contact set, the Organisation Name field would be blank
New behaviour: for all organisation records, the Organisation Name field will display the constituent name (i.e. the organisation name)
The Email Marketing Connector Settings page has a whole new face lift.
The tabs have been condensed and reorganised to be more intuitive.
The set-up experience has been revised to be easier to follow.
Language improved throughout to reduce confusion.
And the cherry on top: Constituent Sync History now has the highly requested refresh button.
Letter Box can now find the primary contact for an organization and substitute name/salutation fields automatically.
This means that you can create one template and use it across a list of both individual AND organization Constituents. We've added a new organization name field and then fields like name, salutation, and email with dynamically use the primary contact's info. Gone are the days of updating organization letters manually!
Get started now with the guide to the new feature here.
As promised - scheduled letters now supports the following schedules:
Daily
Weekly
Monthly
Perfect for weekly acknowledgements or fully automating your monthly pledge reminders!
Some of our favourite additions to help you work easier and smarter this quarter...
EMC interface speed optimisation
We've made several enhancements to the EMC interface so that loads and responds substantially faster (PS - fully updated interface layout is going to be released with the new Query API functionality!)
New internal tools to helps us support authentication requests
We've added tools that streamline our ability to respond to authentication issues, meaning you can get solutions faster.
EMC large customer sync mechanism fully integrated into core functionality
Our large customer/volume EMC sync is now fully integrated into core EMC functionality giving full access to all our new visibility/monitoring for these customers
EMC threshold check for large record changes removed for lists under 1,000 records
We've removed the threshold check for lists under 1,000 records as these are often used for testing, numbers fluctuate because of this, so the threshold is less helpful than in a live list. (Ability for users to enable/disable threshold check themselves for each sync coming shortly...)
Changes to recreating bulk letter run PDF after subsequent letter edits
If individual letters are edited after the PDF is generated, these edits now appear if the whole bulk letter PDF is recreated.
Various bug fixes and performance optimisations across our apps...
Pledges are a type of Gift in Raisers Edge NXT where constituents promise to make a series of gifts adding up to larger gift over time. A valuable component of any fundraising campaign, and keeping your supporters up to date on the progress they have made on their Pledge is important, but it doesn't need to be time consuming.
Using the new Pledge Schedule template type in Letter Box, you can create beautiful letters showing your constituents the next amount due on their pledge, as well as the entire schedule so they can see how far they've come and what's left to do.
Once you've created a template, send it to your constituents with a Bulk Run, or automate the whole process with Schedule Letters. Check it out now with any Premium Letter Box Subscription and see the full guide.
Automatically send and/or generate letters on a schedule.
Setup a configuration by specifying the list & template, then let Letter Box handle automatically sending it. Great for birthday letters or pledge summaries/reminders. See the full guide here
Some of our favourite additions to help you work easier and smarter this quarter...
Giving Summary Template Enhancements
Additions to make Annual Summaries easier and more beautiful, fast tracked for the US annual summary season :)
User set-able sync time for Constituent Syncs
Enables more timely constituent data availability in different regions
New automated process to authenticate an email domain in Letter Box
To help customers be compliant with the Gmail/Yahoo changes - we streamlined the process for authenticating email domains
Added ability to create a constituent action (and attach PDF) for Gift letters
Frequently asked for feature - increases visibility of created letters for your team
Added envelope paper sizes to Letter Box templates
First step towards helping organisations with the whole process of delivering paper letters
Various bug fixes and performance optimisations across our apps...
We’ve been working hard on the core features of Email Marketing Connector and are excited to announce three new features we believe are going to make a significant difference..
These features are available now to all customers :)
Self Service Mapping Tool for constituent sync
Customers can now create and edit their own mappings between RE data and their marketing platform. Our onboarding team are still totally here to assist - but for changes to existing syncs and adding additional syncs, this hugely streamlines the process as you can make modifications yourself.
All the features of existing mappings are available. Including combined fields, and we’ve integrated more validation checks plus simplified the process of activating the sync so you can access your new data sooner in your marketing platform.
For more details - see our guide
Sync History
Another key feature is the new Sync History tab. This gives you visibility of constituent syncs that have occurred in your environment. Use this to give context if you are troubleshooting the timing or availability of RE Data in your marketing platform.
Sync status
Number of records being being synced
Number of new/changed records
Automated Notifications from Sync Activity
You’ve probably already noticed that you now receive a notification if, for example, your export file is unchanged for more than a few days.
These are part of our drive to proactively keep you in the loop if there’s something that is not usual with your sync (and to give you the tools to troubleshoot and rectify it before it becomes a problem).
Notifications are now automatically sent for:
FTP credentials expired
Sync records changed more than 10% (this also pauses the sync so that unintended changes are not synced to your marketing platform)
RE export file unchanged for more than 3 days (to insure this is intended)