Add an EmailFinder process

  1. From Administration, select Data tune-up. The Data Tune-Up page appears.

  2. Select the EmailFinder tab.

  3. Under EmailFinder process, select Add. The Add an EmailFinder process screen appears.

  4. On the General tab, enter a unique name and description to help identify the process.

  5. To restrict use of the process to only a specific site at your organization, in the Site field, select the site to use the process. You can create one EmailFinder process for each site. To not base the process on a specific site, leave this field blank.

  6. Under When process completes, Blackbaud will notify, enter the names, phone numbers, and email addresses of the individuals at your organization Blackbaud should contact with questions about submitted constituent information and inform when updates are available.

  7. After EmailFinder identifies a new or updated email address, it sends an email message to the constituent to verify whether to send email from your organization to the address. This message allows recipients to opt out of future email from your organization at the address. Configure the email message that the process sends to constituents.

    The program uses the items entered on the Opt Out Email tab and Opt Out Email Message tab to create the email message used to verify whether recipients opt to receive email from your organization at addresses returned by the process. To ensure a cohesive email message, we recommend you complete all fields on these tabs.

  8. Select the Opt Out Email tab.

  9. In the Subject field, enter the text to appear in the subject line of the email message, such as “Email address confirmation."

  10. In the Reply to field, enter the email address to receive replies to the opt out email message.

  11. Select the Opt Out Email Message tab.

  12. Under Information, enter details about your organization such as contact and website information and mission statement. Under Email, the process uses this information to automatically customize its standard email message to meet the needs of your organization

  13. Select Save. The process page appears. For detailed instruction about working on this page, refer to EmailFinder Process Page.