The Raiser’s Edge® And Luminate Online Marketing™ Integration Plug-in 1.3.3 Release

Published
Once again, as promised, we have listened to your requests and suggestions.  I am proud to announce our greatest release to date for the RE/LO Marketing Plug-in integration!

Greatest Release to date, you say?  What makes it so special?

In our new 1.3.3 release we have implemented Automatic Processing for new constituents and existing constituent updates!  We understand that your time is valuable and that there are a lot of daily tasks that are necessary to reach your mission. Why not let us give you a hand?  This new feature allows us to process your constituents and their updates for you!

To begin using this feature, simply download 1.3.3 from the Blackbaud website.  Once installed go to the RE/LO Marketing Plug-in, select options from the top right and notice that Automatic Processing is now available.

RELO1.3.3plugin

This is so awesome! How does it work?

Please let explain.  Once you select Automatic Processing you will have two options:  1) New records from Luminate Online and 2) Updates to linked Luminate Online records.  When either option becomes marked you will receive a prompt stating that the automatic process is active and is without manual review.  Don’t be alarmed, only linked records will be updated and not auto-matched records.  You still have the ability to review for duplicates.

Wow! I am impressed but what if I do not want some constituents processed automatically?

We have added an option that allows you to select a query of records to be excluded from the automatic process. Only a constituent query or constituent query list may be included but both dynamic and static formats are allowed.

Are you speechless?  I thought you might be.  For more information please review the New Features Guide and keep your eyes out for more RE/LO Marketing Blogs!
News Raiser's Edge® Blog 06/24/2014 6:00am EDT

Leave a Comment

Check back soon!

Share: