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Activity Sync-Include link to Campaign in Action Record

The activity sync should include in the action record created a link back to the Campaign Email in Campaign Monitor. This way users can see exactly what email was sent

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Choose which types of activity are synced to Raisers Edge

Be able to choose which types of activity (opens, sends, clicks, bounces, unsubscribes) are synced to Raisers Edge as actions, and which are not.

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One to many connected

It would be nice if you could check a box such that when you change an action added through one to many it automatically updated the rest.

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Add support for Campaign Monitor subscriber updates to be synced back to RE NXT
Under review
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Set status of actions created by the activity sync
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Multiple Technical Contacts

This feature will enable multiple email addresses to receive emails with regards to updates in EMC behaviour. This can range from FTP details needing to be updated to unexpected export changes.

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Map additional fields (like address) for new subscribers added to Raisers Edge
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Add by list additional fields

Add options to configure additional fields (e.g. addresses, phone numbers) for the add by list feature

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Create a new record with updated emails

When loading an updated email address for a donor where the previous address bounced, the new address is updated but the status remains "Bounced".

Proposed update is to create a new record instead of updating the existing bounced record for these cases

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Add the ability to setup EMC notifications (errors, syncs) to go to an organisations slack channel
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Option to add constituent code to new email marketing subscribers when the constituent already exists in RE

Currently it only adds the specified constituent code for new subscribers when the constituent doesn't exist in RE. Add an option in the settings to also add the constituent code even if the constituent exists

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3
Change email type when hard bounce received
Under review

Add this optional additional indicator when hard bounce received from marketing platform. Email type to use to be selectable by customer.

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Visibility of constituent sync logs

Ability to view constituent transfer logs

Potential inclusions

  • Record of each daily sync
  • Received count
  • Delivered count
  • Not delivered count
  • View constituents not delivered to faciliate user troubleshooting (eg missing or incorrectly formatted email)
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Match Activity Tile sync on all email addresses
Planned

Modify activity tile sync to match on all constituent's email addresses (currently matches on primary email only)

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Add support to sync a folder as an alternative to a single file for the Constituent Sync

Enable selection of a folder as an alternative to a single file. With this option, all files in the folder will be processed as a single list sync. This will allow large Queue exports to be broken out into separate files in order to impove (queue) performance.

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Support for Campaign Monitor Many Options Type field

Can we specify the delimiter when concatenating fields? We would like Constituent Codes and Solicit Codes to be separated with a double pipe so they can go into a multiple options – select many options type of field. Is this possible? https://help.campaignmonitor.com/import-file-multiple-value-custom-fields

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BBCRM - Add Unsubscribe as General Correspondence Response

Add the ability for unsubscribe events to be mapped to a correspondence response. Currently unsubscribes are included as solicit codes and in the description

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Constituent Sync and Multiple Emails

When multiple email columns are exported allow the connector to pick the first one available (left to right in file).

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Add option to use "Requests no Email" to indicate unsubscribes
Under review

Add option to select setting this option instead of adding a Solicit Code / Consent Entry when an unsubscribe is received from the connected marketing platform.

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Separate Appeals/Actions creation switch per list

Allow Appeal or Action creation to be specified by originating list in addition to the global switch.

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Sync Campaign Monitor auto-generated engagement segments back to RE
Under review

CM (on some plans?) auto-generates engagement categories as segments
if available in the API - these would be FANTASTIC to sync to Engagement Tile!

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Gift Record Seen On Constituent

When a gift is sent, it should appear as an attachment on Constituent.

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SF Marketing Cloud Connector
Under review
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Luminate Online Tile
Under review
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