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List Management & Grateful Patient Management


Fast, Reliable Data Import Functionality

● Added benefit to further integrate lists and extract what is needed 
● Save list management time with automation 
● Helps to gain the most benefit from your list without the headache

The List Management module for ImportOmatic is an integrated list management tool for Raiser's Edge™. With robust workflows, user defined configuration, security and an easy to use interface, the List Management module helps organizations manage and automate their acquisition lists, student data or grateful patient programs.


Integrated List Management Solution

Allowing users to easily manage lists from nearly any system, the List Management module for ImportOmatic offers user defined business rules to automate the management of an organization’s lists. List Management includes the abilities to apply custom tasks and workflows, duplicate checking to match existing donors, capture wealth data, and the ability to apply actions for next steps.


Features:

● Advanced constituent matching and duplicate checking – against your existing lists and donor records 
● Unlimited custom templates to import and manage lists from nearly any file 
● Flexible task sets and workflows to apply actions and streamline the management of your list 
● Secure tracking of list members without creating full constituent records 
● Promotion of list members to full constituents with past actions and gift data
● Completely integrated with Raiser’s Edge 
● Easy identification of top donors and determination of next steps



Client Testimonials


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