This solution provides a basic overview of the steps to submit records for Reverse EmailFinder processing.
1. If using Raiser's Edge, create a query of the constituents to include in the screening. Then create a constituent export in comma separated values (CSV) format using the query and select the following fields for the output:
Constituent Information, Import ID Constituent Information, Key Indicator Address, Preferred Address, Import ID Constituent Information, First Name Constituent Information, Last Name Phones, Phone Type, Email Address
If using Blackbaud CRM, create a constituent query of the records to include in the screening and then export the following fields in comma separated values (CSV) format:
Lookup ID First Name Last Name Email Address Key Indicator
If processing the service with a third-party file, provide the following fields in comma separated values (CSV) format: