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Keep email lists and user-directory updated on their own with auto-pull sessions

Keep email lists and user-directory updated on their own with auto-pull sessions

By

Aparna

|

July 19, 2024

Last modified: 

Pulling lists and updating constituent data, and updating information in Raiser's Edge is now even more efficient!  While admins can pull data from Raiser's Edge independently with minimal effort, they still need to pull lists every time they want to pull constituent data, which requires them to keep moving between Almabase and RE. As we continuously make the database processes more efficient, we want to simplify how you create new records, pull  lists, and fix errors seamlessly.

And that’s precisely what we’ve done with our latest auto-pull feature!

Dive in to find out more.

Add New Constituents Automatically with RE Lists or RE-Query

The auto-pull feature lets you set up and update RE lists and queries through multiple one-time and auto-recurring pulls, simultaneously. If a new profile or record is added to RENXT, the recurring pull will automatically add new information from RENXT to the directory, improving data accuracy. Admins can save time by setting up daily, weekly, or monthly auto-pulls.

Note: Recurring pulls allow admins to add only new constituent information without updating existing records, as the sync system handles updates. For bulk updates, administrators should create a separate one-time pull session with the recurring pull option disabled.

Pull email lists using RE list or RE-query and keep them fresh

The new auto-pull feature streamlines email list management on Almabase. With the auto-pull update, admins can pull constituent data for email lists. For example, if you establish a daily pull for a list with 100 records on RENXT, any changes—such as adding or removing records—will be automatically reflected in your Almabase list. This means new records will be created for constituents not already on Almabase, and existing records will be updated accordingly.

Note: Almabase will periodically pull data from the RE list or RE query, and depending upon the type of configuration, it will add/remove constituents from the email group or list of records on Almabase.

Easily spot any errors and fix them seamlessly

The new sync data dashboard lets you set up and manage: set upone-time or recurring and view historical pulls, all in a single dashboard. If there are any errors in constituent records or email lists, you can fix them directly within the same dashboard by clicking on the "Fix errors" button, eliminating the need to switch different tabs on Almabase or RENXT.

Our latest auto-pull feature is available starting today.

If you’re an Almabase customer, simply log into the platform's database settings to create your first auto-pull session.

If you’re not an Almabase customer, click here to learn more about our industry-leading integration with Raiser’s Edge NXT.

Pulling lists and updating constituent data, and updating information in Raiser's Edge is now even more efficient!  While admins can pull data from Raiser's Edge independently with minimal effort, they still need to pull lists every time they want to pull constituent data, which requires them to keep moving between Almabase and RE. As we continuously make the database processes more efficient, we want to simplify how you create new records, pull  lists, and fix errors seamlessly.

And that’s precisely what we’ve done with our latest auto-pull feature!

Dive in to find out more.

Add New Constituents Automatically with RE Lists or RE-Query

The auto-pull feature lets you set up and update RE lists and queries through multiple one-time and auto-recurring pulls, simultaneously. If a new profile or record is added to RENXT, the recurring pull will automatically add new information from RENXT to the directory, improving data accuracy. Admins can save time by setting up daily, weekly, or monthly auto-pulls.

Note: Recurring pulls allow admins to add only new constituent information without updating existing records, as the sync system handles updates. For bulk updates, administrators should create a separate one-time pull session with the recurring pull option disabled.

Pull email lists using RE list or RE-query and keep them fresh

The new auto-pull feature streamlines email list management on Almabase. With the auto-pull update, admins can pull constituent data for email lists. For example, if you establish a daily pull for a list with 100 records on RENXT, any changes—such as adding or removing records—will be automatically reflected in your Almabase list. This means new records will be created for constituents not already on Almabase, and existing records will be updated accordingly.

Note: Almabase will periodically pull data from the RE list or RE query, and depending upon the type of configuration, it will add/remove constituents from the email group or list of records on Almabase.

Easily spot any errors and fix them seamlessly

The new sync data dashboard lets you set up and manage: set upone-time or recurring and view historical pulls, all in a single dashboard. If there are any errors in constituent records or email lists, you can fix them directly within the same dashboard by clicking on the "Fix errors" button, eliminating the need to switch different tabs on Almabase or RENXT.

Our latest auto-pull feature is available starting today.

If you’re an Almabase customer, simply log into the platform's database settings to create your first auto-pull session.

If you’re not an Almabase customer, click here to learn more about our industry-leading integration with Raiser’s Edge NXT.

Blackbaud, the leading provider of software for powering social impact, and Almabase, the digital-first alumni engagement solution, have announced the expansion of their partnership to the education sectors of Canada and the United Kingdom. The partnership will provide institutions with a modern, digital-first solution to improve constituent data, drive self-serve engagement, and boost event participation.

A Unified Vision

The partnership aligns with Blackbaud’s commitment to customer-centric innovation across digital engagement, Advancement CRM, and financials.

“Partners bring integrated capabilities that extend capabilities and outcomes for Blackbaud customers. We are thrilled that Almabase’s offering, integrated with Blackbaud Raiser’s Edge NXT® and leveraging Blackbaud’s best-in-class payment solution, Blackbaud Merchant Services™, is now available to even more of our customers around the world.”

- Liz Price, Sr. Director of Global Partners at Blackbaud

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