Does Online Express add actions to Raiser's Edge records

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Divyesh Khatri 2
Divyesh Khatri 2
Eighth Anniversary Photogenic First Comment Socialite Level 2
in Blackbaud Raiser's Edge NXT®: General Discussion
Does Online Express add actions to Raiser's Edge records
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  • Grace Tate
    Grace Tate
    Ninth Anniversary 25 Likes 10 Comments Photogenic

    Divyesh Khatri:

    Does Online Express add actions to Raiser's Edge records

    Hi Divyesh,


    Online Express will not add actions to Raiser's Edge record automatically. If you are utilizing the email marketing functionality you could use the "Add Data to RE" button to add appeals to constituents who received your email. For more information on this function you can check out our blog post. 


    Hope this helps!


    Best,

    Grace

  • Jen Claudy
    Jen Claudy
    Tenth Anniversary 1,500 Likes 1000 Comments Name Dropper
    You do have the option, if you really want Actions instead of Appeals, to push the data to RE and then use Global Add to add an Action to every record that has the Appeal, and then remove the Appeal.  Or export the Appeal data and import as an Action, which would be the preferred route if you want to retain all of the information from the Appeal record (like what specific email address was used).  However, every time you want to update the information, you would need to repeat the entire process.


    You are not the first person to request this, so I'd look in the OLX Idea Bank and vote for this Idea, this Idea, and this Idea.

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