User Guides

• Overview
• Adding a Campaign Management Process
• View process results
• Exporting to Mailchimp
• Settings
• Authentication

• Overview
• Installation and Activation
• Settings
• Step 1 - Data Selection
• Step 2 - Creating Mappings
• Mapping Templates - Getting Started
• Import to Constituent
• Import to Address
• Import to Gift
• Import to Individual Relationships

• Overview
• Installation
• Set Up
• Export
• Manage Campaign Results
• Import from Mailchimp
• Synchronise Raiser's Edge and Mailchimp*
• Removing Constituents from a Mailing List*
• Synchronise Relationships between Raiser's Edge and Mailchimp*
• Automation Export*

• Overview
• Installation
• Key Steps to Getting Started - An Overview
• Optionally Run the Duplicate Constituent Report
• Create a Global Merge File
• Appendix A - Working with Criteria Sets
• Creating a Criteria Set
• Editing First Name and Address Line Equivalents