How to integrate Blackbaud Direct Marketing with The Raiser's Edge Batch
Once you establish a web service connection, you can automate gift, constituent, and constituent appeal data entry in The Raiser’s Edge Batch using the Blackbaud Direct Marketing finder number. When you enter a finder number into the Finder Number field column in a gift batch, The Raiser’s Edge connects to Blackbaud Direct Marketing using the Web service connection and pulls the gift, constituent, and appeal information assigned to the finder number into the batch automatically. Constituent appeals are added only for new constituents.
Constituent fields that transfer from Blackbaud Direct Marketing include:
Full name (This field is used only when the First name and Last name fields have no values. It is used as Last name on the constituent record.) First name Middle name Last name Title Suffix Address line 1 Address line 2 Address line 3 Address line 4 Address line 5 City State Post Code Phone number Email address CART DPC LOT Constituent System Record ID
Constituent appeal fields that transfer from Blackbaud Direct Marketing include: Appeal Mailing ID Date (Enters the mail date. If no mail date is defined on the mailing, enters the mailing’s activation date.) Response (Enters a blank value. A Raiser’s Edge user must enter the response.) Finder Number Marketing Source Code Package Total Given (Enters “$0.00”. A Raiser’s Edge user must enter the amount.) Marketing Segment Comments (Enters “Acquired from [Mailing list name]”
Gift fields that transfer from Blackbaud Direct Marketing include: Appeal ID Mailing ID Marketing Source Code Package