Campaign Monitor for Raiser’s Edge NXT

Overview

• Better together: using a platform that is dedicated to email marketing, such as Campaign Monitor, will almost always give more sophistication and control than marketing features built into a CRM. But great platforms, if they aren't integrated, usually create more of a problem than a solution! Enter the Email Marketing Connector...
• All constituent activity, all in one place: seeing the full picture of a supporter's activity, including marketing activity, in RE is critical to effectively engaging with them. The connector makes this happen without you having to do anything, meaning that information is "just there".
• No more data requests: Campaign Monitor will always have its own up to date constituent information from RE so you can create campaigns and start journeys without requesting data from the database team. Additionally, this can include details you specify such as donation highlights and other constituent information, giving you the granular information you need to accurately segment and include as content in your campaigns.
• Know who wants to be contacted! Not knowing a supporter has unsubscribed from a marketing email can be awkward if you contact them directly from RE. The connector keeps RE up to date to so you don't need to worry about it.

Description

Check out some of the features of Red Arc’s Email Marketing Connector.

Email Activity Sync

Emails sent from Campaign Monitor are returned to RE NXT in two ways:

• Email Activity Tile: this is designed to be a super-visual tile sitting right on the constituent page enabling any of your team to instantly see all activity in Campaign Monitor for that constituent. It displays a continuous stream of activity, showing each send, open, click as a separate item
• Constituent Actions: to enhance the visual benefits of having a tile – you will likely also want to have that information stored within RE NXT so that you can combine it with other RE data for reporting and analysis.
  To accomplish this – the connector creates a standard Constituent Action containing details of the campaign, send date and open/click info for each email sent.

Sync constituents to your email marketing platform

The connector allows you to create a parallel pool of constituents in Campaign Monitor kept automatically up to date with RE NXT. This pool is designed so you can include the fields you need so you have all the information needed to create segments and start journeys right inside Campaign Monitor.

Fields to be transferred are defined by yourselves, giving you complete control. Examples include:

• constituent biographical information
• constituent giving summaries
• RE NXT custom field

Overall filters can also be added if, for example, you have constituents in RE NXT that you never email, so do not want to have these in Campaign Monitor adding to the contact count.

Multi list sync support

Setup multiple Queue exports and connect each of those to different lists in Campaign Monitor.

The multi-list sync allows you to create additional lists for specific purposes e.g. a newsletter or other clearly defined sets of constituents.

Unsubscribe Management

Unsubscribes received from Campaign Monitor update communication preferences for the constituent by using either a:

• Solicit Code
• Consent Entry

Preferences are updated automatically – no need to manually update supporters who have unsubscribed. Specific codes can be set up for individual email marketing platform lists.

Add new subscribers to RE NXT

To enable flexible acquisition workflows, new subscribers to Campaign Monitor can be synced to RE NXT as new constituents. To control which subscribers are transferred – this can be set up for individual lists in Campaign Monitor.

Basic deduplication is included to determine whether the subscriber already exists in RE NXT.

Easy Setup, supported by our onboarding team

We have a simple Settings Panel, newly redesigned to separate each activity into its own section, making it even easier to set up just the features you need.

But for all its simplicity – this is still not a place you will be opening regularly – once setup the connector is designed to run automatically and transparently in the background leaving you to experience:

• Email visibility within RE NXT
• Up to date contact information within Campaign Monitor without having to do anything!

Installation / Documentation

1. Book a demo with Red Arc
2. Visit Blackbaud’s Marketplace to activate the app. You can trial the Email Activity Sync for free for 14 days
3. If you choose to go ahead then Red Arc’s onboarding team will work with you to complete your implementation.

Set-Up Guides are here.

For more information, including pricing and customer stories, please visit our website.