Download advocacies
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1.
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From the NetCommunity page in The Raiser’s Edge, click Advocacy Actions. The Advocacy Transactions screen appears. |
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2.
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Names appear in a grid with the checkbox selected in the Process Now column. Clear the checkbox next to any names you do not want to process in The Raiser’s Edge. |
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3.
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The RE Constituent column lists Raiser’s Edge constituent information. The Advocate information column includes information from the website. If the advocate was logged into the website when the advocacy was submitted, his constituent record information appears in the RE Constituent column. If information does not appear, you must manually link the data in the Advocate information column to the data in the RE Constituent column by finding the existing constituent record in The Raiser’s Edge or creating a new record for a new constituent. |
Tip: If duplicate records are found {Duplicates Found} appears in the RE Constituent column. The search method is based on the settings in the Constituent Matching option. For more information, see Constituent Matching.
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4.
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If there is no constituent information in the RE Constituent column, press F7 on your keyboard in the RE Constituent column. A transaction screen appears. |
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a.
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If the user entered the applicable section on the membership form, the Biographical and Preferred Address tabs appear. On these tabs, select any fields in the Search Field column to use to process a Raiser’s Edge search. |
The fields that default with a checkbox in the Search Field column are the fields selected in the Constituent Matching option.
Note: We recommend you use only the most useful criteria fields to search for a record. Adding too many criteria information may actually prevent you from locating a record. To clear all fields, click Clear Search Criteria.
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b.
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To include inactive Raiser’s Edge records in your search, select Display inactive constituents. |
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c.
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To include deceased Raiser’s Edge records in your search, select Display deceased constituents. |
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d.
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To search by exact criteria, select Exact match only. For example, if you select this checkbox to search for William Adamson’s record and enter “Will Adamson,” the program does not return his record because the search looks for an exact match for “William Adamson.” If you clear the checkbox, the program initiates a “begins with” search that returns the record. We recommend you use this checkbox to narrow a large list of results. |
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e.
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To begin the search, click Find Now. Results appear in the grid at the bottom of the screen. |
Results in this grid cannot exceed 100 records. Records with Has no valid address selected in The Raiser’s Edge are included in the search results.
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f.
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If a record matches, select the row and click Link Constituent, Choose Selected Constituent. |
Note: If you edited the user’s data in the New Value column, a message appears notifying you that the download transaction has changed. To add your changes to The Raiser’s Edge, click Yes.
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g.
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If an existing record does not match the advocate, click Link Constituent, Create New Constituent. |
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h.
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For each field to update on the Raiser’s Edge record, select Process. If you clear Process for a field, the data does not process to The Raiser’s Edge. |
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i.
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Information provided by the user during the advocacy action appears in the New Value column. To edit data a user entered, make changes in the appropriate row in this column. |
Tip: New table entries appear in bold. If you have appropriate rights, you can create a Raiser’s Edge table entry from this screen, or you can click in the row of the New Value column to select an existing table entry. To keep data consistent, it is important to try to use existing table entries.
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j.
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Select the remaining applicable transaction options for the tab. After you are done, click Save and Close. The screen closes and you return to the RE Constituent column. |
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5.
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In the Action taken column, review the details of the email sent by the website user. The column contains information about the email such as the alert title, date, and subject. |
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6.
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In the Recipients column, you can view the name and number of email recipients. For example, you may view your state senator’s name or town council member names in this column. |
Blackbaud NetAdvocacy email recipient names are stored in the action record Recipient Name field.
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7.
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Next, you can assign an issue to the advocate using the Issue column on the Advocacy Transactions screen. |
In the Issue column, click the drop-down arrow and select the issue associated with the advocate. Options available in the Issue column depend on information entered in the Issue table in The Raiser’s Edge. The options are also tied to the “alert ID” in Capwiz, so when an issue is selected, all records with the same “alert ID” are automatically associated with the same issue. However, you can manually change any issue.
For more information about the Issue table, see The Raiser’s Edge Configuration & Security Guide.
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8.
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To process every transaction on the screen in bulk, select Select All. When you select this, every row appears with a checkbox. Clear the checkbox next to any names you do not want to process to The Raiser’s Edge. |
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9.
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To create an action query of the processed action transactions, select Create a query of action records added. We recommend creating a query of processed transactions for your records. The query appears in The Raiser’s Edge query. |
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10.
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To create a constituent record for transactions not linked to an existing record, select Create a new constituent for unlinked transactions. |
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11.
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In the Default Issue field, you can select an issue to apply to all transactions. |
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12.
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Under Profile Data, select one of the following options. |
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To receive a message that asks whether to process profile transactions, select Prompt. When you select this, a screen appears to compare existing Raiser’s Edge data with the user advocacy information. If the user entered information in the applicable section, the Biographical and Preferred Address tabs appear. Information provided by the user appears in the New Value column. To edit data a user entered, make changes in the appropriate row in this column. |
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For each field to update on the Raiser’s Edge record, select Process. If you clear Process for a field, the data does not download to The Raiser’s Edge. After you are done, click Save and Close. The screen closes and you return to the NetCommunity page in The Raiser’s Edge. If another profile transaction exists, the profile message appears again. |
Tip: New table entries appear in bold. If you have appropriate rights, you can create a Raiser’s Edge table entry from this screen, or you can click in the row of the New Value column to select an existing table entry. To keep data consistent, it is important to try to use existing table entries.
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To download all profile data to constituent records, select Auto-update. This applies to existing and new constituent records. |
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To prevent profile data from downloading to existing constituent records, select Reject profile data for existing constituents. |
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13.
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To process actions, click Process. |
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14.
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Click Close. You return to the NetCommunity page in The Raiser’s Edge. |