NXT Marketing Emails Sent

Julia Twynstra

Is there a way to mark donor records from NXT Marketing Emails sent in NXT the same as when using OLX in Database View? If not is there a best practice to complete that process?

Austen Brown

@Julia Twynstra - Donor records are marked with this information, just in a different location (and one that is only available in Web View) - the Email History tile. If you would also like to record this information in Appeals, this will need to be done through manual imports as the data listed in the Email History tile is currently not searchable. You'll need to go to Marketing > Email and create a list for everyone that received the message, then export the Constituent List into excel. Depending on how detailed you want to get, e.g. recording email response within the “Response” field for an appeal there are different ways to approach this - I recommend import as you'll have more control. You'll need to compile the data in excel, everything you want the appeal to appear with within the Constituent's record, and then import it into your system.

Julia Twynstra

@Austen Brown Thank you very much Austen for your reply. I appreciate your help and have a great day!