With Blackbaud NetAdvocacy, you can download advocacy action data to The Raiser’s Edge. This data includes alerts, email information, and attributes (if there is a source email). Before you process advocacy transactions, you should select options in Connection Settings and Advocacy. In addition, you can apply Transaction Assignments to advocacy transactions. Review that section before proceeding with this section.
There are two main ways to process Advocacy Actions — single and bulk. Read this section entirely to learn about the information available for both processes.
| • | Single — You can select each row individually to match the user with an existing Raiser’s Edge record or add the user as a new record in the database. |
| • | Bulk — You can select all users and process every transaction simultaneously. If you process all transactions, you may need to clean up data in The Raiser’s Edge after processing completes. |
The number of actions that process to The Raiser’s Edge constituent record equals the number of email recipients. For example, if John Smith sends an advocacy email to Senator James Mahan and Senator Marianne Jones, two action records are added to John Smith’s constituent record. These action records in The Raiser’s Edge contain the Message ID number and Delivery method created when a user sends an advocacy alert. Examples of a delivery method includes mail, email, or fax. Both direct action alert email and tell-a-friend email download to The Raiser’s Edge.
For information about advocacy data field mapping, see Advocacy Actions Field Mapping.