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

Adding a scheduled process

Start

Give your process a name and choose ‘Scheduled – a recurring process’

Schedule

Select how often the process should be run and when it should start (example below shows weekly):

Retrieval

Select where to pull data from either:

  • A list; your MailChimp lists will populate the dropdown, select which list to process
  • A Campaign; your MailChimp campaigns will populate the dropdown, select which campaign(s) to process – you can select one or multiple campaigns
  • An Automation Workflow; your MailChimp automation workflows will populate the dropdown, select which one to process, you can then also select one or more emails from those in your automation on the secondary dropdown

Activity

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


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?

Select done to save and schedule the process, once the process has run for the first time the results will show on your homepage.

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