Kia ora team! I saw the announcement that primary salutation/primary addressee feature is now available in email marketing HUZZAH! So I immediately went to some of our regular emails we use for donor journeys and updated the merge field. Tried to send some emails, and now I am being told they have failed and to contact…
Since the launch of RE NXT Grid View for gift processing, pending incoming debit/credit card gift batches no longer display the BBMS account from which a gift will be processed. Previously, I could: — See which BBMS account a gift would process from — Change the BBMS account within the pending batch before approval This…
Hi all! I've been with my organization for about a year. I'll admit I'm old school and have always used titles for Addressees. My new place is pretty anti-title and I'm adjusting (who says you can't teach an old dog new tricks?!) but still have some questions. 1. Are other organizations still using titles? 2. What about…
HI, I think I'm having one of those days where i tend to make thing more complex than they are, and i'm missing some easy solution. I need to create a report that shows the progression of opportunities at the end of each quarter. Something like: at the end of Q1 we had 10 opps in Submitted status, at the end of Q2 3 of…
Hello, My organization also runs our local Children's Miracle Network. Part of our work with that is to keep track of our local partner visits. Our employee has to log any phone calls, visits, emails in a specific app supported by Children's Miracle Network. They are currently changing the app and I'm hoping there is a way…
Hello, We are moving away from Netcommunity so we are trying out the Web View Event forms to see if it'll work for us and save some funds by not having to purchase another event platform like GiveCampus. It's mostly golf events (golfers and sponsors listed on same registration forms) and small alumni gatherings (expect…
Hi everyone, my company had 31k constituents uploaded from a platform named Neon1. The data that was uploaded seems to have been simply uploaded but not in a clean, correct way. For example, relationships to organizations aren't linked, multiple profiles created for the same organization, or individuals linked to empty…
I've been using RE for almost eight years. In terms of data cleanup, until now, my role has mostly focused on cleaning up records as instructed, when instructed. Recently, I’ve been given the responsibility of maintaining the overall data integrity of our database and be more pro-active about it. Beyond handling duplicate…
We sometimes get matching gifts coming in that don't have an existing matching gift pledge. Maybe someone didn't tell us that they submitted their gift to their employer for a match, maybe a payroll donation comes in via Benevity with the match already included. To the best of my knowledge, you cannot add a matching gift…
Hi. Has anybody who currently uses the BBLinks Plugin for JustGiving data imports managed to find a way of using the JG integration with NXT successfully? The NXT import is all donor centric rather than fundraiser so if a donor is anonymous it is hard to match gifts to event participants. Also long standing regular giving…
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