EmailFinder Process Page
When you create an EmailFinder process, the program automatically generates a page for the process. On this page, you can view information about the process, such as when it was last run, the addresses and constituents included in the process, and its description. You can also view whether the program creates an output selection when you run the process. To access the process page from the EmailFinder tab on the Data Tune-Up page, select the process to view and select Go to process on the action bar.
From the process page, you can walk through the steps run the EmailFinder process. To identify new and updated email addresses for constituents in your database, you must first create and run an email submit process. With the submit process, you select the constituents and addresses to check for email addresses and send the data file to Blackbaud.
After Blackbaud updates the email address information in the submitted data file, the primary or secondary contact at your organization receives a notification that the file is ready for retrieval. To upload the update file from Blackbaud, you must run the EmailFinder retrieval process.
When you upload the update file from Blackbaud, the program generates an EmailFinder batch with the information included in the file. To update your records with the email address information, you must commit the batch. You should also select the email type and information source to apply to email addresses the process returns.
Depending on your system role and security rights, you can also manage the EmailFinder process from its page.