Integrated with Luminate Online and Advocacy: Suggestions on Synching Non-Integrated Info?

Jeff Frew

Hey all, My organization is new to The Raiser's Edge and Luminate Online and Advocacy, so I figured I would seek some advice out here before I jump too far down the well to recover... So, we're a group that uses the Action Alert and Email Campaign functions quite often, with a plethora of messages going out weekly. With us moving to RE/LO, we're glad to be taking advantage of the built-in integration that allows for constituent and gift information to flow between each system easily, but with The Raiser's Edge being our database of record, we also are planning to use the Actions to track both our contact history with our constituents, as well as any action alerts that a constituent uses. We knew going in that adding this information would be (for now) a manual process - which is fine! - but I'm curious to see if anyone else out there has had to deal with keeping this information up to speed, and if so, if they had any suggestions on how to best make it happen. The Interactions custom reports in LO seems to be, from what I can tell, the best way to pull out the information needed to grab people who have signed on to an Action Alert/have been sent an email, but is there a better way I'm missing? Thanks in advance for any tips you all have!

Shannon Emery

Jeff Frew:
Hey all, My organization is new to The Raiser's Edge and Luminate Online and Advocacy, so I figured I would seek some advice out here before I jump too far down the well to recover... So, we're a group that uses the Action Alert and Email Campaign functions quite often, with a plethora of messages going out weekly. With us moving to RE/LO, we're glad to be taking advantage of the built-in integration that allows for constituent and gift information to flow between each system easily, but with The Raiser's Edge being our database of record, we also are planning to use the Actions to track both our contact history with our constituents, as well as any action alerts that a constituent uses. We knew going in that adding this information would be (for now) a manual process - which is fine! - but I'm curious to see if anyone else out there has had to deal with keeping this information up to speed, and if so, if they had any suggestions on how to best make it happen. The Interactions custom reports in LO seems to be, from what I can tell, the best way to pull out the information needed to grab people who have signed on to an Action Alert/have been sent an email, but is there a better way I'm missing? Thanks in advance for any tips you all have!

Hi Jeff!

Thank you for posting. I would also look at our Luminate Community since you may receive any answer about both products there as well.

We are also going to put this out to our online resources to see if they can help!

If you have any questions, please let me know.

Thank you,