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

Adding a realtime process

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

Retrieval

Select which Audience from which to pull data

Matching

Choose how records should be matched:

  • ‘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

Activity

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

  • Hard bounces
  • Unsubscribes
  • Subscribers (please note that only existing RE records will be updated, new records can be added using Import)
  • Those marking email as spam

Process

How should this data be processed in your CRM? 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 on your dashboard every time an action is taken and the process run.

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