Automate Raiser's Edge NXT Consent with Charity Automator Data Flow

Why this matters for nonprofits

Nonprofits must carefully respect donor communication preferences to stay compliant and build trust. Consent in Raiser’s Edge NXT records whether a supporter has opted in or out of email, phone, or mail, but until now, keeping it synchronized across platforms required manual work.

By integrating Consent with Charity Automator Data Flow, every opt-in and opt-out from forms, donation pages, or email platforms flows into Raiser’s Edge NXT, and linked Solicit Codes are updated at the same time.

“The real strength of the Consent module is its history. You always know when someone opted out and when they opted back in, which makes automation reliable and auditable.” — Tim Roy, Data Analyst, SimpliPhi

What is Raiser's Edge NXT Consent?

The Consent module in Raiser’s Edge NXT let's organizations track communication preferences at a detailed level:

• Channel-specific (email, phone, mail)
• Timestamped opt-ins and opt-outs
• Source and statement attached to each decision

When connected to Solicit Codes, Consent ensures that opting out of email automatically applies the Do not email code, and opting in removes it.  

What’s New in Charity Automator Data Flow

Our Data Flow platform now integrates with Raiser’s Edge Consent functionality by:

• Reading Consent history to compare and validate new data
• Writing updated Consent data based on donor behavior
• Triggering Solicit Code updates automatically through your configured database rules
• Reducing manual updates by syncing preferences across platforms like Luminate Online, Fundraise Up, or Classy

“By linking Consent updates to Solicit Codes, we give fundraisers peace of mind that their outreach will always match donor expectations.” — Alex Cristea, Software Developer, SimpliPhi

Benefits for nonprofit teams

• Stronger compliance: Track opt-ins/opt-outs with timestamps for GDPR, CASL, and other privacy regulations.
• Accurate donor communication: Keep Solicit Codes up to date across all channels.
• Time savings: Eliminate repetitive manual updates by automating consent sync.
• Conflict resolution: Rely on Consent history to determine the latest donor intent.
• Governance made simple: Replace fragile custom fields with built-in Consent and Solicit Codes.

Who should use this feature

• Organizations already relying on Solicit Codes who want to add the power of Consent history.
• Nonprofits preparing for or already subject to GDPR and CASL compliance.
• Fundraising teams that want automation to reduce errors and save staff time.

We actively advocate for using the Consent module alongside Solicit Codes because the combination provides the clarity and history that automation depends on.

Ready to automate Consent management?

Contact us for a short consultation. We’ll help configure Consent-to-Solicit rules and enable Data Flow so your donor communication preferences stay accurate, compliant, and trustworthy.

Frequently Asked Questions (FAQ)

Q1: How is this different from writing Solicit Codes directly?
Solicit Codes alone don’t track history. Consent provides timestamps and sources, which make updates auditable and more reliable.

Q2: Do we need to migrate off custom fields?
Not immediately, but we recommend moving to Consent and Solicit Codes for long-term governance. We can help with migration.

Q3: Does this improve GDPR and CASL compliance?
Yes. Consent ensures active opt-in is recorded, providing a clear audit trail for privacy regulations.

Q4: What if our staff still updates records manually?
Manual changes are captured in Consent history. Data Flow reads the latest entry and only applies updates when donor intent has changed.

Q5: Which system “wins” if preferences differ?
Consent history in Raiser’s Edge acts as the source of truth. Data Flow compares timestamps before applying updates.

Q6: Can you help configure Consent-to-Solicit mapping?
Yes, our team advises on best practices and confirms the correct business rules during implementation.

Also Read:

• This checklist will help you assess, in three simple steps, whether your organization is ready to centralize its data and transition from manual reporting to structured, scalable analytics.
• How hospital foundations can eliminate manual donor data workflows
• Our latest update: Charity Automator Now Supports Salesforce as a Data Source.‍
• Find out when to automate, what to streamline, and how to scale efficiently with our checklist.