How to save gift fields in mail blackbaud

In Blackbaud's Raiser's Edge (RE) and Raiser's Edge NXT (RE NXT), gift fields are used to track and manage donations, including gifts, pledges, and payments. Here's a step-by-step guide on how to save gift fields in Mailchimp and Blackbaud's Raiser's Edge:

Mailchimp Side:

  1. Log in to your Mailchimp account and navigate to the "Audience" tab.
  2. Click on the "Gift Fields" tab and then click on "Add Gift Field".
  3. Enter a name for the gift field (e.g., "Gift Amount").
  4. Choose the data type (e.g., "Number" for gift amount).
  5. Set the field as "Required" if you want to ensure that subscribers provide this information.
  6. Click "Save" to add the gift field to your audience.

Blackbaud's Raiser's Edge (RE) Side:

  1. Log in to your Blackbaud's Raiser's Edge account and navigate to the "Gift" tab.
  2. Click on "Gift Fields" and then click on "New Gift Field".
  3. Enter a name for the gift field (e.g., "Gift Amount").
  4. Choose the data type (e.g., "Number" for gift amount).
  5. Set the field as "Required" if you want to ensure that gifts are recorded with this information.
  6. Click "Save" to add the gift field to your gift tracking system.

Integrating Mailchimp and Blackbaud's Raiser's Edge:

To integrate Mailchimp and Blackbaud's Raiser's Edge, you'll need to set up a data sync between the two platforms. This will allow you to sync your gift fields and ensure that data is updated in both systems.

  1. In Mailchimp, navigate to the "Audience" tab and click on "Settings" (gear icon).
  2. Click on "Integrations" and then search for "Blackbaud's Raiser's Edge".
  3. Click on the "Blackbaud's Raiser's Edge" integration and follow the setup instructions.
  4. In Blackbaud's Raiser's Edge, navigate to the "Gift" tab and click on "Gift Fields".
  5. Click on "Settings" (gear icon) and then click on "Data Sync".
  6. Select "Mailchimp" as the data sync provider and follow the setup instructions.

By following these steps, you'll be able to save gift fields in both Mailchimp and Blackbaud's Raiser's Edge, and sync the data between the two platforms to ensure accurate tracking and reporting of gifts.