Automated Direct Mail Gift Processing

It is a product that connects supported lockbox (mailing) provider outputs with Raiser’s Edge NXT. It applies configured matching, gift-coding and validation rules, creates gifts on appropriate constituent records, and flags transactions that require review.

Provide the lockbox or caging provider details, representative transaction files and document images, Raiser’s Edge NXT field mappings, gift-coding rules and exception categories. Confirm the reply-piece identifier and who generates and captures it. If payment-provider or bank enrollment is required, the nonprofit completes that setup.

The CRM destination is Raiser’s Edge NXT. The product connects to supported lockbox or caging providers that can supply the agreed transaction data and document outputs. Provider compatibility and file requirements are confirmed before implementation.

No. Your provider receives and scans returned mail and handles check deposits or card payments. SimpliPhi uses the transaction details and scanned documents to update Raiser’s Edge NXT.

The setup maps the organization’s agreed response identifiers and provider fields to Raiser’s Edge NXT constituent and gift fields. Appeal, package, campaign, fund, gift subtype and date handling are configured and tested against representative examples.

The product flags transactions requiring human validation, such as incomplete payments, unmatched identifiers, non-gift correspondence or constituent updates. The review owner, access point and resolution process are agreed during setup; the product does not treat every returned item as an automatically approved gift.

Scanned reply forms, checks and related correspondence are stored as standard attachments on the gift record in Raiser’s Edge NXT. Users can download the attachments from Raiser’s Edge NXT. Charity Automator does not currently integrate with external file-storage services such as AiryDocs or SharePoint.

We review your provider’s transaction data and scanned document files with your team before setup. We then confirm compatibility, setup requirements, testing and processing schedule.

U.S. provider formats and delivery methods vary. Before setup, we confirm that your provider can supply the transaction details and scanned documents needed to create and code gifts in Raiser’s Edge NXT. Your provider continues to handle mail and payments.