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User Guides

  • Audit Trail Set-up

    • Create a ZeidZone Account
    • NXT Marketplace Activation
    • Cloud Provider Set-up
    • AWS set-up
    • Azure set-up
    • Audit Trail Configuration
    • NXT Tile set-up
    View Details

  • Chimpegration User Guide (BBCRM and Altru)

    • Overview
    • Export to Mailchimp
    • Import from Mailchimp
    • Add a Campaign Management Process
    • View Results Report
    • Set up
    • Authentication
    • Settings
    • Getting Started
    View Details

  • Chimpegration User Guide

    • Overview
    • Chimpegration View
    • Export to Mailchimp
    • Import from Mailchimp
    • Add a Campaign Management Process
    • Remove Subscribers
    • View Results Report
    • Set up
    • Settings
    • Getting Started
    View Details

  • Importacular User Guide

    • 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
    View Details

  • Export for Importacular

    • 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 Step 4 - Run the Export
    • Export Summary
    View Details

  • Audit Trail User Guide

    • Login
    • Usage
    • List of Audited Fields
    • Audit Trail Configuration
    View Details

  • Chimpegration Classic User Guide

    • Overview
    • Installation
    • Set Up
    • Export
    • Manage Campaign Results
    • Import from Mailchimp
    • Synchronize Raiser's Edge and Mailchimp
    • Removing Constituents from an Audience
    • Synchronize Relationships between Raiser's Edge and Mailchimp
    • Automation Export
    View Details

  • The Mergician User Guide

    • 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
    View Details
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