Add email action to records when sending emails via marketing email or singularly.

It is so time consuming to send and email and then separately add and action. There needs to be a way to do this all at once.

  • Paula Best
  • Aug 4 2020
  • Reviewed: Voting Open
  • Attach files
  • Keri Eadie commented
    10 Jun 16:06

    Or at least to be able to query on them.

  • Guest commented
    08 May 15:29

    Fully agree that email text and description should be included in the action when sending emails to constituents. So much work to send an email and create an action where text is not captured.

  • Brian R commented
    06 May 18:00

    Yes, and when you send an email from a constituent record in NXT, the email text is not captured in the Action so you have to copy and paste that into the Action box.

  • Isabel Paton commented
    21 Mar 11:22

    I cannot believe this is not possible. We are trying to move away from OLX in preparation for everything moving to NXT but then simple things like this are not possible, creating more work for people.

  • Crystal Morgan commented
    28 Feb 17:50

    Alexandra Hansens's suggestion is amazing. Would love that!

    Or in email module on donor page, the ability to click back to the email to see content and analytics without then having to go back and hunt for the email in marketing

  • Jackie Mackie commented
    July 20, 2023 11:35

    It would be great to see emails sent using the Marketing/Email function in RENXT in the actions and/or it would be useful to have Email as an option in the Timeline tab so it can quickly be seen that an email was sent.


  • Elaine Tucker commented
    March 22, 2023 19:41

    I can't BELEIVE that when you add an action in from within RENXT by clicking on the email address on the constituent record and being prompted "add action" that IT WON'T ADD THE TEXT OF THE ACTUAL EMAIL TO THE NOTES!!! yes, I'm purposefully putting that in caps. Come on Blackbaud! grrrrrrr........

  • Carrie Aranda commented
    February 10, 2022 16:53

    And allow the action to be marked "Completed". We tried doing this through Workflow Designer and ended up with a ton of Overdue actions and had to go back and mark them Completed. Way too much work for the amount of emails that we send.

  • Bob Jones commented
    February 07, 2022 16:02

    This has been open for over 18 months...It would be a very helpful fix. Any updates?

  • Heather Jacob commented
    August 26, 2021 14:58

    Doesn't this capability already exist using the Blackbaud/Outlook Add-on tool? A friend pointed it out to me recently and it's wonderful.

  • Amanda Washington commented
    August 23, 2021 19:52

    Agree, this would save so much time!

  • Karen Diener commented
    August 23, 2021 18:24

    Yes! This should be available to add as an action OR as an appeal - whatever each organization chooses. And something that can be changed with each "send" of an email - sometimes an appeal and sometimes an action.

  • Mikki King commented
    August 23, 2021 18:24

    Please add!!


  • Cyndi Myers commented
    May 13, 2021 18:15

    We are new to RENXT. Just sending our first marketing email, and I am shocked that this is not automatic. It seems like the most basic of functionality. Please add soon!

  • Keith Scott commented
    April 30, 2021 09:12

    The amount of time we spend on workarounds to this issue is massively frustrating.

  • Karen Diener commented
    March 18, 2021 14:09

    It's kind of embarrassing that this wasn't automatically part of the process from the beginning. Entry level donor databases do this automatically.

  • Matt Daylor commented
    March 12, 2021 20:23

    Or let us choose whether an action is added by marketing emails?

  • Eric Baerg commented
    November 10, 2020 14:24

    Agree, but with the option to link to an appeal/package as well. Some of our emails are straight communication pieces (actions) while others are asks (appeals).

  • Alexandra Hansen commented
    October 07, 2020 19:47

    It would be great to have their engagement (opened, unsubscribed, clicked) also included in the email action details.

  • Chris Henson commented
    September 25, 2020 17:43

    Please , especially when email to lists.

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