Sending Emails from NXT

@Rob Odoardi - It is very easy to set up and utilize. I have used this successfully, but it would have been helpful to know its limitations in advance… so here you go a few things to be aware of as you explore this option -

• It cannot send to emails on relationship records, including spouse records. All emails need to be listed on the primary constituent's record.
• It has limited merge fields available for personalization, to the point where I do not recommend using the merge fields to attempt to personalize messages.
• It has the option to email to only the primary email or the first email found on a constituent record. If you would like to email to more than one email type: say your constituents have two emails on their records Email1 and Email2, you will need to copy your message prior to sending and send it twice - once specifically to the Email1 type and once to the Email2 type, etc.
• Once an email is sent, you can see a variety of information on how your constituents are interacting with the communication - be warned that not all of the stats listed on the top five messages are listed for all - the primary one missing is transaction conversion rates and amounts; once an email is the sixth most recent sent, this stat is no longer visible.
• Also when looking at email stats you are unable to see what links constituents interacted with within your email, only the stat that they ‘clicked’ something.
• Finally, email history for emails sent through NXT Email Marketing only exists in Web View. Email response is not an available filter in constituent list, and if you need to review hard/soft bounces to keep your email data clean, it can be laborious process - where you create a list of bounces from Email Marketing and then need to view each constituent record's Email History tile to determine how to update the email within Database View.