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  4. Adding a Campaign Management Process
  5. Adding a realtime process

Adding a realtime process

Start

Give your process a name and choose ‘Realtime – updates happen as the user makes them’

Retrieval

Select which list to pull data from

Activity

Select what data you want to retrieve from MailChimp, you can choose one or more of the following:

Hard bounces
Unsubscribes
Subscribes (please note that currently only existing RE records will be updated, new records cannot be added to RE as yet)
Those marking email as spam



Matching

Choose how emails and constituents be matched, either by:

  • ‘Match against all constituents found’; so if this email is shared by two or more constituents in RE this action will be performed on each record containing this email address
  • Match on email according to duplicate email settings; if you have defined a ‘main contact’ for an email address in the configuration this record will be used for this process
  • ‘Match on constituent id mapped to the following merge field’; select the MailChimp field from the dropdown containing your ConsID, this is obviously the most accurate way of matching records

Process

How should this data be processed in Raiser’s Edge NXT? Select one or more of the below options:

What process should be done in Raiser's Edge NXT?

Click ‘Done’ to save and activate the process. This will now run automatically whenever the action specified is taken on MailChimp. You will see the results of this process every time an action is taken and the process run.

Please note: “Add a consent record” is only available on compatible databases