Blackbaud CRM™ Marketing Effort Refresh Process Automation

One of our most popular Blackbaud CRM™ give-away items is the Marketing Effort Refresh Process. With this process, instead of manually building a queue to refresh your activated marketing efforts, we created a global change that dynamically builds the queue for you.





Our tool looks for any activated marketing effort that has had new revenue entered since the last refresh date and adds that effort to the queue. The benefit of using the tool is that it will only refresh the marketing efforts that need to be refreshed, instead of every single effort in the queue. This saves on processing time so that you can refresh your marketing efforts in the most efficient way possible.


We recently gave the process a little tune up to make sure that everything under the hood is in tip top shape. We also added a new parameter to give you better control over which marketing efforts are considered for potential refresh. Sometimes quite old marketing efforts were being picked up for a refresh. This is likely due to a constituent sending in a reply device from years ago. To address this, we added a Global Change parameter where you can specify that you only want to refresh marketing efforts that have been activated within a specific period of time. This way if someone does send back a response from an effort from 2015, that you are no longer need to report on, the effort will be ignored and not refreshed.


If you’ve downloaded the Marketing Effort Refresh Process in the past, you’ll want to make sure to grab the updated copy. If you haven’t downloaded it previously, now is a great time to give it a try. You can find more information about this and other freebies that the BrightVine Team has created on our giveaway page https://www.brightvinesolutions.com/resources