We've just quietly released...
Instant Campaigns (create a segment to use in a campaign in your Marketing Solution from an NXT list in a few clicks!)
Support for Appeal Records for marketing activity
New "IF" block for conditional content in templates
Details and guides available very shortly!
If you've questions in the meantime - contact support@redarc.systems
Happy Christmas 🎄 !!
Some of our favourite additions to help you work easier and smarter this quarter...
Improved SKU matching for Shopify for NXT
New SKU matching and grouping capabilities to enable more effective gift categorisation
Improved Page Break element for Letter Box templates
Page breaks are now more visible and editable in templates
Improved BPAY CRNs performance for existing supporters.
Creation of CRNs for existing supporters now correctly handles non-constituent records present in selected list
Support added for HubSpot Business Units
It's now possible to sync to multiple business within a HubSpot environment
In-app Messaging
First release of in-app messaging enabling users to be advised where they work of alerts, new features or other messaging
Various bug fixes and performance optimisations across our apps...
Authentication can be an intimidating topic, but we're clearing it up with our new NXT Authentication controls in Letter Box, Marketing Connector, and Engagement Tile.
Since these apps work on your behalf behind the scenes, we save one user as the NXT Authenticated User and the app uses the oAuth credentials provided by that user to make all the required Blackbaud Sky Api calls. This provides a common experience of the app for all users in your organization and allows the app to work in the background.
Where this can get confusing is if that NXT Authenticated user in not the current person using the app or if they leave your organization.
The new Auth Controls give you a tile in the app so you always know who the authenticated user is and allows you to change them at any time. Easy as!
If you are a customers using Letter box to print letters and seperate envelopes, this one is for you!
Letter Box bulk letter downloads are now sorted by the constituent name. The sort order is by Last Name, First Name, then Name (so organizations records are sorted too). Sorting is limited to new bulk letter runs only.
We've also added the option to download the PDFs as a zip folder so you're sorted no mater which way you work!
For our new customers, connecting Blackbaud Raiser's Edge or CRM to your marketing platform has just gotten faster and easier with new in app guided setup.
Marketing connector has a new side panel so all the setup steps are right where you need them (and easily out of the way when you don't!). Our existing customers can have a look too and make sure you are getting the most out for Marketing Connector!
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 previewing
improved name field handling on preview templates when test sending Email
Actin category 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 Connector 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!