A collection of new features, improvements, and fixes completed in the last month at Red Arc. Major new features will have their own associated changelog post.

New Features 🆕

Marketing Connector

• Instant Campaigns for Active Campaign

• On the Marketing Connector constituent tile, we’ve added a Constituent Sync Status tab (Currently only available for HubSpot and SFMC platforms)

Improvements 📈

Marketing Connector

• Refreshed Marketing Connector constituent tile. This includes enhanced design, updated UI elements, new graphs, and updated branding

• More detailed error messages when the contact is not on the list for Instant Campaigns for Mailchimp

• Improved wording, labels, and instructions across the app to be more clear

• Mark the contact as filtered if they are in a suppression list for Instant Campaigns for Campaign Monitor

• Add a progress bar for Instant Campaigns

• Increase Constituent Sync limit from 5 to 10

Letter Box

• Added “Payment Method” to the giving summary table options

• Added “Gift Package” and “Gift Code” personalization fields

• Increased screen width when editing a template

• Improved wording, labels, and instructions across the app to be more clear

• Improved ZIP and Single PDF download functionality on very large bulk run sizes

• After a bulk letter run is finished processing, increase subsequent download speed

• Disable receipt number generation on the bulk run options if the associated settings tile is not complete

• Update the user experience and interface for the “Receipt Number” tile on the settings tab

• Prompt users to setup default email templates if not already done before allow email sending

• Updated the user experience for the "Email Settings" when editing/creating a template

Docusign

• Refreshed user interface and improved authentication experience with Raisers Edge

Fixes 🔧

Marketing Connector

• Fixed an issue where Campaign Monitor lists would not appear correctly in the New Subscribers tile if the organization did not have multiple accounts configured

• Fixed an issue in the New Subscribers sync where duplicates could be inadvertently created in Raisers Edge due to mismatched casing in the email address

• Fix an issue with displaying Instant Campaigns history in certain situations

• Fixed a few small issues that would occasionally occur in the Active Campaign Constituent Sync

Letter Box

• Removed custom handlebar helpers for personalization fields in "If Blocks" that would result in invalid templates

• Removed new lines and spaces when an "If Block" is inserted so that the template remains valid

• Fixed issues with downloading ZIP’s and Single PDF’s in certain situations

• Fixed an issue where downloaded PDF’s would not be sorted alphabetically

• Added form validation on Page Margin inputs to prevent invalid margin sizes

• Fixed an issue where not all Bulk Letter runs would appear in the list if the organization had over 1,500 bulk runs

• Prevent Letter Box from freezing indefinitely if there was an error in editing or creating a single PDF

Docusign

• Fixed the Raisers Edge to Docusign app authentication flow. Users should now be able to connect successfully

This is one of those features we've known for ages would really help organisations make a Marketing Solution truly feel native to RE NXT - and I'm excited to let you know it's ready

Instant Campaigns fills the gap between your Master List auto synced to your marketing solution, and those super-specific one off campaigns you may still run that need data outside your Master List.

It allows you to:

• Select an NXT list.

• Choose the audience/list you want to create the campaign in.

• Click create, and Marketing Connector creates a new segment in your marketing  solution containing the constituents from your list, ready to build your campaign from.

Yep, an instant campaign direct from any data you can query in RE!

Available now to Mailchimp, Campaign Monitor, HubSpot, and ActiveCampaign customers.

A collection of new features, improvements, and fixes completed in the last month at Red Arc. Major new features will have their own associated changelog post.

New Features 🆕

Marketing Connector

• Instant Campaigns for Mailchimp

• Instant Campaigns for HubSpot

• Added CSV download functionality for Instant Campaigns detail view

Letter Box:

• Added a progress bar to bulk letter runs which displays the current loading & sending progress

• Add "Giving Summary Receipt Number" personalization field to further support consolidated receipting

Improvements 📈

Marketing Connector

• Updated instant campaigns status & sync messages to be more clear, and provide more detail

• Auto prompt user to re-authenticate their Raisers Edge connection if expired

• Add full screen button for Instant Campaigns detail view

• Expanded support for additional Mailchimp custom field types in the mapping tool

• When an Instant Campaign for Campaign Monitor completes, the email will include a link to open the detail view page in Marketing Connector 

Letter Box

• Doubled the speed at which bulk letter runs are processed

• Auto prompt user to re-authenticate their Raisers Edge connection if expired

• Refresh the bulk letter run detail view to display more information about the status of the bulk run, the selected settings, and optimized button/information placement

• Added the ability to download/send letters on bulk runs that completed with some errors

• Improved display of the user who created the bulk run

• Add "Gift Aid Amount" personalization field and example fields

• Add help button which directs to Red Arc Letter Box User Guide and support channel

• Gifts in the Giving Summary table are sorted in ascending order

• Support for larger number of items in a bulk run list (case-by-case basis)

BPAY CRN Generator

• Expand limit on constituent lists sizes to process to 100,000 items (previous limit was 10,000)

• Increase processing speed by 450%

Fixes 🔧

Marketing Connector

• Fixed the ability to select new Campaign Monitor subaccount selections 

Letter Box:

• Fixed users ability to use Free Forever Letter Box features after being previously subscribed to Letter Box Premium 

• Fixed conditional templates not being able to be saved after being edited in certain situations

• Fixed downloading a ZIP file for large bulk runs 

• Updated the “To Email” column on the bulk run to display the updated constituent email address if it changed during the time from initially loading the bulk run, to sending it

• Fixed an issue where templates could be saved without a name

• Fixed an issue when viewing very large bulk letter runs of over 2,000 items some items would not be displayed

• Fixed an issue where Letter Box would attempt to generate receipt numbers for recurring gifts (which aren’t receiptable), which would cause the items to not complete successfully

BPAY CRN Generator:

• Fixed an issue where where padding wasn’t included correctly in calculations for certain check digit rules

Engagement Tile:

• Fixed an issue where deceased constituent names were not displayed in the Engagement Top Scorers, Movers Up/Down tiles

We've just quietly released...

For Marketing Connector:

• 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

For Letter Box:

• 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)