User Guides

• Overview
• Installation
• Set Up
• Export
• Export - Audience
• Export - Groups and Tags
• Export - GDPR
• Export - Email
• Export - Mapping
• Export - Process
• Manage Campaign Results
• Manage - Retrieval
• Manage - Record Matching
• Manage - Activity
• Manage - Process
• Manage - Scheduler
• Import from Mailchimp
• Import - Audience/Segment
• Import - Mapping
• Import - Groups
• Import - Settings
• Import - Run
• Import - Review and Process
• Synchronize Raiser's Edge and Mailchimp
• Synch - Audience
• Synch - Mapping
• Synch - Groups
• Synch - Settings
• Synch - Business Settings
• Synch - Spouse Settings
• Synch - Run
• Synch - Review and Process
• Removing Constituents from an Audience
• Synchronize Relationships between Raiser's Edge and Mailchim...
• Automation Export

• Product Guide Overview
• Overview Screen
• Cancelling a Process
• View Results
• Notifications
• Chimpegration View
• Mailchimp Data Update
• Creating an Ad Hoc (one off) Standard Update
• Creating a Scheduled Update
• Update Groups in Mailchimp
• Raiser's Edge Data Update
• Creating an Ad Hoc (one off) Standard Update
• Creating a Scheduled Update
• Creating a Realtime Update
• Group Update
• Add a Campaign Management Process
• Adding an ad hoc (one off) process
• Adding a scheduled process
• Adding a realtime process
• Campaign Management Options
• Processing Options
• Remove Subscribers
• Remove Subscribers Process
• Template Manager
• Insights
• Settings
• Authorisation
• Defaults (Email and Campaign Setup)
• Email & Billing Notifications
• Creating Additional 'Chimpegration View' Users
• Billing

• Importacular: An Overview
• Installation and Activation
• Self hosted or third party hosting
• Hosted by Blackbaud
• Settings
• Application Settings
• Default Criteria Settings
• Data Source Settings
• Security Settings
• Managing Templates
• Step 1 - Data Selection
• Step 2 - Template Selection
• Export and Anonymise Data tool
• Step 4 - Validating and Importing
• Validation
• Importing
• Step 3 - Review Data Prior to Import
• Action to Take
• Matches
• Match to Grid
• Match Settings
• Filtering and globally updating the grid
• Viewing and Editing Values
• Tips for A Good Import
• Building Your Mapping Templates - Getting Started
• Required Fields
• Field Settings
• Working with a Default Template
• Acceptable Date Formats
• Cloning a Mapping
• Raiser's Edge Data Clean Up Tools
• Data Transformations
• Match Types
• Replace Types
• Additional Transformation Fields
• Organisation Transformations
• Import/Export Transformations
• Global Transformations

• Login
• Usage
• Viewer
• Search and Filter Results
• Revert Changes
• Configuration
• Download Change Log
• Audit Trail View Custom Tiles
• Baseline data
• List of Audited Fields
• Audit Trail Configuration

• Create a ZeidZone Account
• Raiser's Edge NXT Setup
• Audit Trail User
• Cloud Provider Set-up
• AWS set-up
• AWS Non-profit credits
• Setting up an AWS User
• IAM (Identity and Access Management) Users
• Permissions Needed
• Creating a user and attaching the policies
• Azure set-up
• Azure grants for non-profits
• Azure user
• Audit Trail Configuration
• Authenticate AWS
• Authenticate Azure
• Best Practice Options
• Advanced Options
• NXT Tile set-up

• Overview
• Mailchimp Data Update
• Creating an Ad Hoc (one off) Mailchimp Data Update
• Creating a Scheduled Update to Mailchimp*
• Salesforce Update Process
• Creating an Ad Hoc (one off) Salesforce Data Update
• Creating a Scheduled Salesforce Update
• Creating a Realtime Salesforce Update
• Campaign Management Process
• Adding an ad hoc (one off) process
• Adding a scheduled process
• Adding a realtime process
• View Results Report*
• Template Manager
• Authentication
• User Management
• Settings*
• Settings*
• Billing*
• Billing Notifications*
• Getting Started
• Fields to Review or Create
• Trial Recommendations

• Export for Importacular
• Export Step 1 - Create Export (in the Raiser's Edge)
• Export Step 2 - Data Selection
• Export Step 3 - Export mapping (by Data Source)
• Export Mapping - EveryAction
• Export Mapping – Dotdigital
• Export Step 4 - Run the Export
• Export Summary

• Overview
• Installation
• Should I run the server installation?
• Server Installation
• Client Installation
• Key Steps to Getting Started - An Overview
• Optionally Run the Duplicate Constituent Report
• Create a Global Merge File
• Using the built in Raiser's Edge Duplicate Settings
• Using the simple dedupe by email
• Using the IDLookup Criteria sets
• Continue Here Using Any of the Methods Above
• Using your own merge file
• Perform the merge
• Appendix A - Working with Criteria Sets
• Creating a Criteria Set
• Editing First Name and Address Line Equivalents
• Address Equivalents
• Restore Default Equivalent Addresses
• First Name Equivalents
• Restore Default Equivalent First Names