This integration allows small to mid-sized non-profit, charity, healthcare, and higher education organizations to seamlessly sync their contact and constituent data, giving history, program enrolments, and more between the Raisers Edge and Dotdigital.
Key features
This integration includes:
Two directional sync
Custom field mapping, syncing of constituent codes, and consent data/preferences into Dotdigital.Syncing of giving history
View a constituent's giving history in Dotdigital.Program enrolments
Automatically enrol new constituents and new gift events within Raiser's Edge onto programs in Dotdigital.Raiser's Edge 'Actions' or 'Add-ons'
Highlight marketing activity in Dotdigital through Actions or display content from Dotdigital within Raiser's Edge using add-ons (with SSO support).
1. Connect your Raiser's Edge account
In Dotdigital, go to Connect > Integrations.
In the left menu, under SHOW, select Dotdigital built.
Find Raiser’s Edge, then select +ADD.
Select INSTALL.
2. Set up the integration
For Raiser’s Edge authentication, select New authentication and follow the steps to authenticate your Raiser’s Edge account. Select NEXT.
Expand the Sync constituents drop-down menu, then choose Yes or No to either sync or not sync your constituents with Dotdigital. Select NEXT.
For Choose your Raiser's Edge lists, select the Lists in Raiser's Edge that you want to sync to Dotdigital. Select NEXT.
For Choose a list, select the Lists in Dotdigital that you want your contacts from Raiser’s Edge to be added to. Select NEXT.
Expand the Choose a country drop-down menu, then choose the country you are collecting mobile numbers for. Select NEXT.
For Map Raiser’s Edge data fields, use the drop-down menus to map your Dotdigital data fields to your Raiser’s Edge data fields. This makes sure you data fields are syncing to the correct place in Dotdigital.
Select FINISH to complete the installation.