A collection of new features, improvements, and fixes completed in the last month at Red Arc. Major new features will have their own associated changelog post.
New Features 🆕
Letter Box
Tribute personalize fields in templates
Send letters to Tribute Acknowledgees in a bulk letter run
Send letters to Soft Credits in a bulk letter run
Added the ability to NOT send letters to the main donor contact (tribute acknowledgee/soft credit only)
Marketing Connector
Added the ability to use Raisers Edge Queries in Instant Campaigns
Combine multiple fields/columns together into an existing field/column (or a new one) on de-duplicated rows in constituent syncs
Improvements 📈
Marketing Connector
Improved the display of custom de-duplication logic within the mapping tool for constituent syncs
The Instant Campaign detail view now shows the detailed error message if the entire sync failed (previously only showed contact level errors)
Display a helpful error message if the Instant Campaign sync fails to fetch a RE NXT list
Improved display of Instant Campaigns history grid
Letter Box
Improved clarity of download options in the "Download PDFs" dropdown menu
Improved display and organization of options when creating a new bulk run, including grouping advanced features together in a new section
Increased letter generation speed during a bulk run
Fixes 🔧
Marketing Connector
Fixed an issue where instant campaigns would sometimes freeze for Mailchimp users
Fixed an issue where Campaign Monitor Instant Campaign segment creation errors did not update the sync status with an error reason
Fixed an issue where certain constituent sync configurations would not be auto triggered
Fixed bug where custom mapping configurations would not be shown in the mapping tool in certain situations
Letter Box
Fixed a bug where the receipt amount used to receipt a gift was always the gift amount. Now, if there exists a receipt amount already, it will use that, and if none exists, it will use the gift amount
Fixed an issue where bulk runs triggered from scheduled letters that could not be completed successfully (e.g. list doesn't have any gifts in it) would automatically retry creating a duplicate bulk run
Fixed a bug where letters would get stuck in creating if the template had tribute fields but the associated authorized users did not have the NXT Data permission
Do you currently have a manual process to acknowledge soft credits? Now they can be automatically acknowledged with all the powerful template personalisation of Letter Box. Simply select use the new "Send Letter to Soft Credits" feature, select a template to use, and let Letter Box handle the rest.
More details available in the soft credits user guide.
When a Gift is given by one constituent in honour of or in memory of another constituent, Letter Box now has you covered with two new features
New personalisation fields on gift templates let you thanking the donor for their contribution towards the tribute.
A New Tribute Acknowledgee Template type lets you send letters to the Tribute Acknowledgees to inform them of the new donation and even reference the donor's constituent fields if you'd like.
It's a powerful new feature that so many of our cusomters have been asking for and the solution comes in two parts. Check out our guide that walks through the whole process and start automating your tribute acknowledgments!
A collection of new features, improvements, and fixes completed in the last month at Red Arc. Major new features will have their own associated changelog post.
New Features 🆕
Marketing Connector
Instant Campaigns for Active Campaign
On the Marketing Connector constituent tile, we’ve added a Constituent Sync Status tab (Currently only available for HubSpot and SFMC platforms)
Improvements 📈
Marketing Connector
Refreshed Marketing Connector constituent tile. This includes enhanced design, updated UI elements, new graphs, and updated branding
More detailed error messages when the contact is not on the list for Instant Campaigns for Mailchimp
Improved wording, labels, and instructions across the app to be more clear
Mark the contact as filtered if they are in a suppression list for Instant Campaigns for Campaign Monitor
Add a progress bar for Instant Campaigns
Increase Constituent Sync limit from 5 to 10
Letter Box
Added “Payment Method” to the giving summary table options
Added “Gift Package” and “Gift Code” personalization fields
Increased screen width when editing a template
Improved wording, labels, and instructions across the app to be more clear
Improved ZIP and Single PDF download functionality on very large bulk run sizes
After a bulk letter run is finished processing, increase subsequent download speed
Disable receipt number generation on the bulk run options if the associated settings tile is not complete
Update the user experience and interface for the “Receipt Number” tile on the settings tab
Prompt users to setup default email templates if not already done before allow email sending
Updated the user experience for the "Email Settings" when editing/creating a template
Docusign
Refreshed user interface and improved authentication experience with Raisers Edge
Fixes 🔧
Marketing Connector
Fixed an issue where Campaign Monitor lists would not appear correctly in the New Subscribers tile if the organization did not have multiple accounts configured
Fixed an issue in the New Subscribers sync where duplicates could be inadvertently created in Raisers Edge due to mismatched casing in the email address
Fix an issue with displaying Instant Campaigns history in certain situations
Fixed a few small issues that would occasionally occur in the Active Campaign Constituent Sync
Letter Box
Removed custom handlebar helpers for personalization fields in "If Blocks" that would result in invalid templates
Removed new lines and spaces when an "If Block" is inserted so that the template remains valid
Fixed issues with downloading ZIP’s and Single PDF’s in certain situations
Fixed an issue where downloaded PDF’s would not be sorted alphabetically
Added form validation on Page Margin inputs to prevent invalid margin sizes
Fixed an issue where not all Bulk Letter runs would appear in the list if the organization had over 1,500 bulk runs
Prevent Letter Box from freezing indefinitely if there was an error in editing or creating a single PDF
Docusign
Fixed the Raisers Edge to Docusign app authentication flow. Users should now be able to connect successfully
This is one of those features we've known for ages would really help organisations make a Marketing Solution truly feel native to RE NXT - and I'm excited to let you know it's ready 
Instant Campaigns fills the gap between your Master List auto synced to your marketing solution, and those super-specific one off campaigns you may still run that need data outside your Master List.
It allows you to:
Select an NXT list.
Choose the audience/list you want to create the campaign in.
Click create, and Marketing Connector creates a new segment in your marketing solution containing the constituents from your list, ready to build your campaign from.
Yep, an instant campaign direct from any data you can query in RE!
Available now to Mailchimp, Campaign Monitor, HubSpot, and ActiveCampaign customers.
A collection of new features, improvements, and fixes completed in the last month at Red Arc. Major new features will have their own associated changelog post.
New Features 🆕
Marketing Connector
Instant Campaigns for Mailchimp
Instant Campaigns for HubSpot
Added CSV download functionality for Instant Campaigns detail view
Letter Box:
Added a progress bar to bulk letter runs which displays the current loading & sending progress
Add "Giving Summary Receipt Number" personalization field to further support consolidated receipting
Improvements 📈
Marketing Connector
Updated instant campaigns status & sync messages to be more clear, and provide more detail
Auto prompt user to re-authenticate their Raisers Edge connection if expired
Add full screen button for Instant Campaigns detail view
Expanded support for additional Mailchimp custom field types in the mapping tool
When an Instant Campaign for Campaign Monitor completes, the email will include a link to open the detail view page in Marketing Connector
Letter Box
Doubled the speed at which bulk letter runs are processed
Auto prompt user to re-authenticate their Raisers Edge connection if expired
Refresh the bulk letter run detail view to display more information about the status of the bulk run, the selected settings, and optimized button/information placement
Added the ability to download/send letters on bulk runs that completed with some errors
Improved display of the user who created the bulk run
Add "Gift Aid Amount" personalization field and example fields
Add help button which directs to Red Arc Letter Box User Guide and support channel
Gifts in the Giving Summary table are sorted in ascending order
Support for larger number of items in a bulk run list (case-by-case basis)
BPAY CRN Generator
Expand limit on constituent lists sizes to process to 100,000 items (previous limit was 10,000)
Increase processing speed by 450%
Fixes 🔧
Marketing Connector
Fixed the ability to select new Campaign Monitor subaccount selections
Letter Box:
Fixed users ability to use Free Forever Letter Box features after being previously subscribed to Letter Box Premium
Fixed conditional templates not being able to be saved after being edited in certain situations
Fixed downloading a ZIP file for large bulk runs
Updated the “To Email” column on the bulk run to display the updated constituent email address if it changed during the time from initially loading the bulk run, to sending it
Fixed an issue where templates could be saved without a name
Fixed an issue when viewing very large bulk letter runs of over 2,000 items some items would not be displayed
Fixed an issue where Letter Box would attempt to generate receipt numbers for recurring gifts (which aren’t receiptable), which would cause the items to not complete successfully
BPAY CRN Generator:
Fixed an issue where where padding wasn’t included correctly in calculations for certain check digit rules
Engagement Tile:
Fixed an issue where deceased constituent names were not displayed in the Engagement Top Scorers, Movers Up/Down tiles
We've just quietly released...
For Marketing Connector:
Instant Campaigns (create a segment to use in a campaign in your Marketing Solution from an NXT list in a few clicks!)
Support for Appeal Records for marketing activity
For Letter Box:
New "IF" block for conditional content in templates
Details and guides available very shortly!
If you've questions in the meantime - contact support@redarc.systems
Happy Christmas 🎄 !!
Some of our favourite additions to help you work easier and smarter this quarter...
Improved SKU matching for Shopify for NXT
New SKU matching and grouping capabilities to enable more effective gift categorisation
Improved Page Break element for Letter Box templates
Page breaks are now more visible and editable in templates
Improved BPAY CRNs performance for existing supporters.
Creation of CRNs for existing supporters now correctly handles non-constituent records present in selected list
Support added for HubSpot Business Units
It's now possible to sync to multiple business within a HubSpot environment
In-app Messaging
First release of in-app messaging enabling users to be advised where they work of alerts, new features or other messaging
Various bug fixes and performance optimisations across our apps...
Authentication can be an intimidating topic, but we're clearing it up with our new NXT Authentication controls in Letter Box, Marketing Connector, and Engagement Tile.
Since these apps work on your behalf behind the scenes, we save one user as the NXT Authenticated User and the app uses the oAuth credentials provided by that user to make all the required Blackbaud Sky Api calls. This provides a common experience of the app for all users in your organization and allows the app to work in the background.
Where this can get confusing is if that NXT Authenticated user in not the current person using the app or if they leave your organization.
The new Auth Controls give you a tile in the app so you always know who the authenticated user is and allows you to change them at any time. Easy as!
If you are a customers using Letter box to print letters and seperate envelopes, this one is for you!
Letter Box bulk letter downloads are now sorted by the constituent name. The sort order is by Last Name, First Name, then Name (so organizations records are sorted too). Sorting is limited to new bulk letter runs only.
We've also added the option to download the PDFs as a zip folder so you're sorted no mater which way you work!
For our new customers, connecting Blackbaud Raiser's Edge or CRM to your marketing platform has just gotten faster and easier with new in app guided setup.
Marketing connector has a new side panel so all the setup steps are right where you need them (and easily out of the way when you don't!). Our existing customers can have a look too and make sure you are getting the most out for Marketing Connector!
We've taken Email Marketing Connector and turned it into a Unified App that works across Raiser's Edge NXT and Blackbaud CRM. That's right - one app, both platforms! All fully SKY enabled and fully contained within your chosen Blackbaud Solution.
It's the simple way to make your chosen marketing platform part of Raiser's Edge NXT or Blackbaud CRM and “do more” with your supporter engagement."
The change was so big it seemed fitting to give the app a new name. The app formerly know as EMC is now Red Arc Marketing Connector!
There's a short overview video here. And more details here
We've added SF Marketing Cloud to the available marketing solution connectors, the first of several planned over the next little while.
Available now for both RE NXT and BBCRM!
Redesigned Auto Letters feature adding "move up" and "move down" buttons making it possible to sort triggers plus simplifying the interface overall.
Setup and onboarding has been updated to create a simplified experience when you first connect the app. Additional changes coming shortly.
Improvements to the constituent sync threshold check giving users control to manage potentially unexpected sync numbers detected
Self service mapping tool added to the Active Campaign connector