Email History

Each message includes the email name, subject, and sent date. If the constituent interacted with the email, the interaction type and date are also displayed. Interaction types include:

• Open — Appears if a message registers as open.

  Note: To track whether recipients open emails, the content includes an invisible graphic. When the graphic downloads from the sending server, or the constituent clicks a link, the email registers as open.

• Click — Appears if the constituent clicks at least one link in the message.

• Donation — Appears if the constituent completed a donation from a link to a Raiser's Edge NXT donation form in the message.

• Registration — Appears if the constituent completed a registration from a link to a Raiser's Edge NXT registration form in the message.

• OptOut — Appears if the constituent opted out of future communications from your organization.

  Note: Requests to unsubscribe can come from the opt-out link that's included in all your emails, or from links that some mailbox providers — including Gmail and Outlook Mail — add to the top of messages.

• Hard bounce — Appears if the message can't be delivered. For information about the reasons messages fail delivery, see Hard Bounce Failures.

• Soft bounce — Appears if the message was returned as undeliverable before it reached the constituent. For information about the reasons messages are returned, see Soft Bounce Failures.

  Note: If a message is sent but the constituent hasn’t interacted with it, the interaction details are blank.

  Tip: Don't see an email? It can take up to 24 hours for a sent email to appear in the list.

To help manage email information, you can transfer Email history details when you merge constituent records. For example, if you inadvertently create two records for the same person, merge the newer record with their existing record to include all the emails you sent to them from Raiser's Edge NXT during the previous 13 months.

In Constituents, Data health, select the number of Possible duplicates to review a list of constituents Raiser's Edge NXT automatically identifies as potential matches. From the list, compare the details between two records and then merge them if they represent the same constituent.

Note: You can also merge a record into another directly from a constituent’s record. If you know the record is a duplicate, select Merge into another record to search for a target record and complete the merge.

Raiser's Edge NXT uses the constituent’s email addresses to determine how to merge email history.

• If both records share the same email address, each shows the same information about the emails that were sent to the address. After the merge, the constituent record you keep shows a single copy of the information.

• If the records don’t share the same email address, but both received the same email messages, the constituent record you keep shows the copy from the email address with the most interactions. For example, if the constituent clicked a link in a message from one email address, but clicked a link and donated from the other, Raiser's Edge NXT shows the history from the address the constituent used to donate.

• If the records don’t share the same email address, and they received different email messages, the constituent record you keep shows a history of all the messages.

Merges include email history information by default, but you can exclude it if necessary. From the list of possible duplicates, select Compare records from the name of one of the records to merge, select Select data to merge, and clear Email history.