SmartTRACK NXT Gift Custom field Add-on: A Step-by-Step Guide

SmartTRACK NXT Gift Custom field Add-on: A Step-by-Step Guide

SmartTRACK has an add-on that records the source of a gift in the gift custom fields. This allows you to analyse your campaigns in depth directly in NXT. To enable this feature you must complete several steps.

1. Connect SmartTRACK in the Blackbaud marketplace.

Follow the link below to connect to SmartTRACK. Note: You must have the necessary permissions to connect applications to your Raiser's Edge environment. If you don't see a 'Connect' button, could you talk to your RE administrator?

2. Set-up Required Custom Fields

Finally, the most critical step is creating the necessary GIFT custom fields. These fields are essential for SmartTRACK to function, as they allow the system to capture and process donation data accurately.

The custom fields typically include:

  • SmartTRACK Source (utm, organic, referral, typein)
  • SmartTRACK Type (google, bing, yahoo etc.)
  • SmartTRACK Campaign (Google ad value utm_campaign)
  • SmartTRACK Medium (Google ad value utm_medium)
  • SmartTRACK Content (Google ad value utm_content)
  • SmartTRACK Keyword (Google ad value utm_term) 
  • SmartTRACK Browser (Opera, Safari, Firefox, Internet Explorer, Edge, Chrome, Blink, Unknown)
  • SmartTRACK Browser Type (Desktop or Mobile)
These values will be added as Gift Attributes with the bolded names i.e. 'SmartTRACK Source'. They must all be of Type Text, One Per Record Active (as below). You can do this within RE NXT (if you have rights to do so) under Settings > Custom Fields > Gift:



3. Confirm Your Environment ID

You will then need to send your Raiser's Edge Environment ID to the SmartTHING team. To do this, visit the RENXT homepage and copy the web address. Please send this web address (which contains your Environment ID) to the SmartTHING team. Once the SmartTHING team respond you will be ready to continue.

You are ready to go live...

At this point, everything is ready to go, but SmartTRACK is not yet connected to your Raiser's Edge. To complete this final step, visit the RENXT home page where you will discover the 'SmartTRACK' tile - click the 'Connect' button to connect SmartTRACK.

Any donations that then come into Raiser's Edge via your NXT donation form should now, very shortly after they are committed from the RE NXT batch, have the custom fields added to them. 

Troubleshooting Common Issues

If you have problems with teh above process:

  • User Permissions: Ensure your user account has the appropriate permissions in Raiser's Edge.
  • Module Activation: Confirm that the SmartTRACK application is connected in the Blackbaud marketplace and shows as connected on the Raiser's Edge homepage.
  • Browser Compatibility: Use a supported browser such as Chrome, Firefox, or Edge. Older or unsupported browsers may not render the tile correctly.

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