How do I submit records for Advanced Direct Marketing Analytics?

Advanced Direct Marketing Analytics is a project that requires constituent records to be submitted through a specific process.  The project must be setup with your Account Executive and a Project Coordinator.  To ensure accurate and usable data, specific fields must be exported from your donor or constituent database. This Knowledgebase article details the submission process.

Before continuing ensure the exported file meets the following requirements:

  • Only individual records can be included
  • Exclude Deceased records
  • Exclude records where the Home address is either blank or a foreign address
    • PO Boxes can be included however return lower results.  Include physical address for better returns.

How to create the export from a Non-Raiser's Edge Database
  1. Create a file that meets the requirements set forth in the attached sample file.
  2. Save the file in a Tab Delimited Format
    • Note: After saving the file as a .txt document DO NOT open it again. Excel could remove leading 0's from Zip Codes or Unique ID's.
  3. Upload the file to Blackbaud's FTP folder. (Do NOT place the file in any folders within your FTP folder. Just upload directly in the FTP)
  4. Email your Project Coordinator with the:
    • File Name
    • The user that uploaded the file to FTP
How to create the export if The Raiser's Edge database is self-hosted:
  1. Download, install, and run the RE Export wizard as detailed in How to Download and Install the Export Wizard for a Target Analytics Project
How to create the export if Blackbaud hosts your Raiser's Edge database:
  1. Contact your Project Coordinator and an appointment will be set up with a Data Specialist.  The data specialist will pull the information needed from The Raiser's Edge.
Sample File.xls

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