Send to a Raiser's Edge NXT List

Overview

Messages can be sent from Cadence to contacts based on Constituent Lists that exist in Raiser's Edge NXT.  

If you are in a team within Cadence that is integrated with Raiser's Edge, you will find a tab for RE NXT Lists when composing a message:

Before sending to a Constituent List, ensure that the Send to my assigned contacts only option is  unchecked, as that will allow you to reach the contacts in the list effectively.

Note: Only Constituent Lists that are shared with the Environment Administrator (the API user) will appear in Cadence as a list choice.

Sending Messages

When sending messages to the list, the process is slightly different than sending to a regular list of recipients or segments.  

The exact contacts that will receive the message is not known until Cadence begins the sending process. We do, however, know the total number of contacts in the list, which is the largest possible group that the message could be sent to.

The confirmation step will show the total number of contacts in the list along with an estimation for that number.

Who will receive messages?

• Only contacts that already exist within Cadence and are opted in will receive the message. 
• If a contact exists in the list, but not in Cadence, they will be skipped and not receive the message.
• If a contact exists in both the list and in Cadence, but is opted out within Cadence, they will be skipped and not receive the message.
• If you are sending with Send as assigned user enabled, the text will come from each contact's assigned user in Cadence (assigned user settings are based on what field you have mapped to Staff Identification in your current  Contact Import configuration). Contacts without an assigned user will receive the text from you/your texting number.
• If choosing to schedule a message for a future date with the “Send to NXT List” feature, please be aware that the message will send to contacts in the List at the time the message sends

An email will be sent to the message sender indicating that sending is in progress for the list and it will contain an attachment for any skipped contacts showing the reason they were skipped.