Red Arc’s Email Marketing Connector allows you to seamlessly extend Raiser’s Edge NXT to employ a dedicated email marketing platform. You work with two amazing platforms, the connector transparently does all the hard work of making them operate as a single solution.
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Why Email Marketing Connector?
Better Together. Using a platform that is dedicated to email marketing 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. Your marketing platform 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 db 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.
Customer Story
We have automatic integration now from Campaign Monitor to RE NXT/RE7. This has reduced the manual workload expected and has increased data integrity/accuracy.
The new feature of integrating unsubscribes and bounces from CM to RE has been really helpful as we can see what the constituents are unsubscribing from. We are using this data for better segmentation of emails.
The University of Wollongong (UOW) is a globally recognised and respected university. As part of developing their strategic goal of digitisation UOW upgraded from RE 7 to RE NXT and moved to Campaign Monitor as their dedicated email marketing platform using Red Arc’s Email Marketing Connector to seamlessly integrate the two.
- In terms of time saved it now takes on average a minute to globally add actions for 2000 people. So every email sent saves anywhere between 5-10 minutes.
- They are able to track opens, clicks, bounces and unsubscribes automatically, with data syncing across Campaign Monitor and RE NXT.
- One of the key KPIs UOW is now tracking that they couldn't before is measuring the engagement KPIs for the eDMs that are sent.
- Plus the core metrics they measure has been made easier being stored in custom fields.
Read more of the story here.
Ensuring that every communication we send has purpose and this allows us to target the right audience.
Breakthrough Foundation wanted the ability to be able to automatically update email activity and unsubscribe, as well as be able to individualise donor journeys, based on the data from Raiser’s Edge NXT, and needed a way to have this information integrated with Campaign Monitor.
They had three frustrations they wanted to fix, with three goals:
- 1.Increased Time – As their digital strategy continued to grow, manually updating data from one system to another was time-consuming and not a sustainable option for long term growth.
- 2.Data integrity – With a goal of 100% compliant and accurate data, relying on an individual to ensure they are updating in a timely and accurate manner was not an option. Breakthrough pride themselves on their integrity and rely on their data to be accurate, so it was important things to them was to have this as close to 100% as possible.
- 3.Donor Experience – Everything Breakthrough do and the decisions they make come back to a positive donor experience. By not having their data automated, it created the potential for a poor donor experience and inaccurate data.
Find out how Email Marketing Connector helped them accomplish this
What's the process?
Sales Process
- 1.Customer books a demo with Red Arc.
- 2.Red Arc provides a proposal to the customer.
- 3.On customer acceptance, Red Arc begins the implementation process
Implementation
The implementation process consists of the following milestones and typically completes within 2- 4 weeks:
- 1.Set up Email Activity Sync
- 2.Define the information to be sent to your email marketing platform
- 3.Set up the sync to your email marketing platform
- 4.Go live!
Note: Setup guides and knowledge base articles are listed below
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Features
(Expand for more details and screenshots)
Emails sent from your email marketing platform 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 your email marketing platform 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 + open/click info for each email sent.
The connector allows you to create a parallel pool of constituents in your email marketing platform 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 your email marketing platform.
- Fields to be transferred are defined by yourselves, giving you complete control.
- Examples include:
- constituent biographical information
- constituent giving summaries
- RE NXT custom fields
- 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 your email marketing platform adding to the contact count.
Multi list sync support - NEW
Setup multiple Queue exports and connect each of those to different lists in your chosen Email Marketing platform.
Whilst we recommend a primary pool of contacts in your email marketing platform then creating segments using the additional field data contained within that pool. The multi-list sync allows you to create additional lists for specific purposes eg a newsletter or other clearly defined sets of constituents.
- Unsubscribes received from your email marketing platform 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.
For Campaign Monitor only
- 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
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 your email marketing platform without having to do anything!
Video Snippets
Check out this helpful overview
Check out the Email Activity Sync
See how constituent activity is synced back to the email marketing platform
Knowledge Base
This guide covers the 4 Steps to set up your Email Marketing Connector via the Settings Panel.
We have an onboarding team that walks the organisation through this process.