Pledge Schedule - New Letter Box Template Type
March 26, 2024
New

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.

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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.

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Scheduled Letters
March 25, 2024
New

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

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In Other News - Q1
March 24, 2024
Improved

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...

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New EMC Core Features
February 28, 2024
New

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)

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Letter Box "Legal" Page Size
August 21, 2023
Improved

Users can now select "Legal" as a page size option

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Letter Box Gift Type Display
August 2, 2023
Improved

The template personalisation field now displays Gift Type with the same values that appear in the Raisers Edge NXT interface.

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Letter Box Giving Summary Gift Table Now Editable
July 10, 2023
Improved

Users can now select columns and change font for the Giving Summary Gift Table.

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Letter Box Gift Tile new "Attach PDF to Gift" Checkbox now checked as default
July 10, 2023
Improved

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New group by fund table for Giving Summary Templates
June 22, 2023
Improved

In addition to gift tables, a table grouped by fund can now be added to Giving Summary Templates

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Letter Box Receipt Number Generator
June 22, 2023
New

Automatically generate receipt numbers for gift letters in Letter Box’s Bulk Letters or Auto Send Letters.

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Add ability to manually trigger an EMC constituent sync
June 13, 2023
Improved

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Auto send letters from gift/constituent activity
June 1, 2023
New

Setup triggers to automatically send letters in response to activity in Raiser's Edge (eg adding a new gift).

Optionally add criteria so that your letter only sends in defined circumstances, even add a conditional template to further refine the template to be used :)

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Restrict access to EMC Settings Panel to a single user
May 8, 2023
Improved

To ensure against unintentional changes - access to the EMC Settings Panel can be limited to a single user - to activate this feature contact support@redarc.systems

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Match Shopify orders to constituents based on all email addresses
May 1, 2023
Improved

Match Shopify orders to constituents based on all email addresses (previously sync matched on primary email address only)

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Optional threshold to determine whether new constituent is created when no match is found when transferring a Shopify Order
May 1, 2023
New

Optional threshold to determine whether new constituent is created when no match is found for a transferred order. Threshold is determined by user and based on supporters Total Spend at the connected Shopify Store

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