Queries for schedule Welcome series emails?

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Michelle Tribe
Michelle Tribe ✭
Tenth Anniversary Facilitator 1 Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion
Has anyone created a weekly Welcome series of emails using Raiser's Edge queries and NetCommunity? I wanted to do it via scheduled emails so I wouldn't have to manually do them, but I'm hitting roadblocks for creating queries to search for new donors two, three, five, six, seven weeks ago. Thank you!
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  • Jamin Sartor
    Jamin Sartor ✭
    Ninth Anniversary Photogenic First Reply
    Michelle - I am hoping to implement a welcome series of emails as well. Have you found a solution to your query issue? Also, how are you executing the emails? Do you use scheduled emails? We have only used messages thus far, so I would love to learn anything from your experience!
  • davis 2
    davis 2 ✭
    Ancient Membership Photogenic First Reply
    Adding to this in the hopes of hearing some answers to these original questions, as I'm trying to set up queries for a welcome series using NetCommunity Spark and the Raiser's Edge. Thanks for any info folks can provide!
  • Cody Karst
    Cody Karst ✭
    Ninth Anniversary Facilitator 1
    It has been several years since this question was asked. Has anyone found a straightforward way to do this?  
  • Michelle Tribe
    Michelle Tribe ✭
    Tenth Anniversary Facilitator 1 Photogenic
    Me again!  Yes, I solved it. I use action tracks and tie it in with the welcome call and the welcome package new donors receive.  Weekly I assign action tracks to new donors (using a query) and my scheduled emails in BBNC are based on queries that look for "action X date = today".  Easy peasy!  I can elaborate more if anyone wants the details. :) 
  • Cody Karst
    Cody Karst ✭
    Ninth Anniversary Facilitator 1
    Thanks for the reply and sharing Michelle! 
  • Suzanne Murray 2
    Suzanne Murray 2 ✭
    Tenth Anniversary Facilitator 1 Photogenic
    Hi Michelle,



    Glad to hear you solved your issue! Can I ask a bit more about how you're assigning the welcome package? I run into an issue sometimes where a donor comes through as new when they pay via a new source, like an LLC, so I regularly check on soft credits (I don't do gift entry but I do the thank you letters). So obviously I'd need to review the query results prior to assigning anything, but I'm wondering if you have check-ins or review steps along the way that work for you?



    This is very helpful, thank you for sharing! We only just migrated to BBNC recently so I'm happy to finally have at least some integration with RE.

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