Please complete the following steps:

  1. Ensure your The Raiser's Edge database is upgraded to version 7.96.6401.8
  2. Configure your Consent tracking options in The Raiser's Edge
  3. Enable Consent tracking in your Online Express plugin
  4. Configure your privacy policy in your email sign-up form


Ensure your The Raiser's Edge database is upgraded to version 7.96.6401.8

  1. Log into The Raiser's Edge
  2. In the top menu bar, click Help>About The Raiser's Edge
Help>About The Raiser's Edge
  1. Look in the row that says, Version (or Enterprise Version) and confirm the number listed says, 7.96.6401.8 
Version
  1. If your listed version is 7.96.6401.7 or lower, please refer to the following KBs and upgrade to 7.96.6401.8
 

Configure your Consent tracking options in The Raiser's Edge

Please refer to How to configure consent options in Raiser's Edge for step-by-step instructions regarding how to configure Consent tracking options in The Raiser's Edge.
 

Enable Consent tracking in the Online Express plugin

  1. Log into The Raiser's Edge
  2. In the navigation menu, click the Online Express plugin
  3. In the Online Express plugin, click Account>Integration options
Account>Integration Options
  1. Select Consent tracking 
Consent tracking
  1. In the right-panel, mark the checkbox that says, Enable Consent tracking
Enable Consent Tracking
  1. Click OK
  1. Log into The Raiser's Edge
  2. In the navigation menu, click on the Online Express plugin and navigate to the Email Marketing tab
  3. In the Online Express plugin, click Account>Privacy policy
Account>Privacy Policy
  1. Click in the text box in the Edit your privacy policy window
  2. Edit the text as desired
  3. Click Save
Privacy Policy Save

Note: In an upcoming release, users will be able to designate whether to unpublish the privacy policy from the signup form, use the privacy policy configured in Account>Privacy policy in the Online Express plugin, or use a custom-hosted privacy policy on the email signup form.

For additional information regarding Email signup forms and Email opt-outs with the March 6, 2018 release of Online Express, please refer to the following articles:

For information regarding how to configure and track Consent in The Raiser's Edge, please refer to the following articles:

For additional information regarding GDPR, please refer to our GDPR FAQs and our GDPR Readiness Documentation.

For additional information regarding Online Express and Canadian Anti-Spam Law, please refer to Online Express and Canada's Anti-Spam Law.