Mailings

Shannon HarnettSmith
Shannon HarnettSmith
Name Dropper Participant Facilitator 1 Blackbaud Certified
in Blackbaud Raiser's Edge NXT®: General Discussions

Good morning,

We have been keeping track of our mailings in the attribute tab of RE. It's starting to look very messy! Is there a way to organize this more efficiently?

Comments

  • Crystal Bruce
    Crystal Bruce admin
    Tenth Anniversary Kudos 5 Commented in Discussion First Reply

    @Shannon HarnettSmith Hi! I moved this over to general discussion for more eyes. Thanks!

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Tenth Anniversary Kudos 5 March 2026 Challenge: Answered Questions January 2026 Monthly Challenge

    @Shannon HarnettSmith Welcome to the BB Community Forums.

    If the mailing is an ask for a donation we record it as an appeal. This can also get messy. I find it's important to put a date on the appeals for clarity and ability to sort (in db view anyway). They can be added globally and/or by linking query.

    The logical place IMO is Actions >Mailing. . And in web view one can filter/sort to see but lists do get long for some records very quickly.

  • Shannon HarnettSmith
    Shannon HarnettSmith
    Name Dropper Participant Facilitator 1 Blackbaud Certified

    @Crystal Bruce thanks!

  • Joe Moretti
    Joe Moretti Community All-Star
    Kudos 5 Third Anniversary Raiser's Edge NXT Fall 2025 Product Update Briefing Badge First Reply

    @Shannon HarnettSmith Yeah, I would not use Attributes. If the mailing has something to do with giving, I would as someone else stated, use the Assigned Appeal. You can globally add that to the records you pull from a query or RE MAIL. If the mailing is not an ask, like Save the Date, Annual Report, use the Action Tab. Again, you can do that globally.

  • Aldera Chisholm
    Aldera Chisholm
    Sixth Anniversary Kudos 5 PowerUp Challenge: Data Health #3 First Reply

    @Shannon HarnettSmith Hi Shannon, if the mailing is to a “mass list” then we load it under Appeals, ensuring to add date and notes about what it was for. Generally I've found that a newsletter with no ask will still prompt gifts, and if you add it to appeals, you can then make that connection and report accordingly.

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