Overview
The integration is triggered when a gift is created in Blackbaud Raiser's Edge NXT. Upon detecting a new gift, the integration checks whether the constituent who made the gift should be included or excluded based on the configured Solicit Codes. If the constituent qualifies, they are added or updated in Tatango as a subscriber. Additionally, the donation data is captured for segmentation and personalization, allowing organizations to tailor their messaging based on giving history.
Exporting Constituents from Raiser's Edge NXT
Step 1: Set Criteria for Export
Exclude any constituents with Solicit Code Descriptions that you do not want added to your Tatango list.
Step 2: Include the Following Fields in the Export
Constituent ID*
System Record ID* (Mapped to Lookup ID in Tatango)
Phone Number*
First Name (Optional)
Last Name (Optional)
Email (Optional)
City (Optional)
State (Optional)
Postal Code (Optional)
Fundraiser Status (Optional)
Deceased (Optional)
Last Gift Date (YYYY-MM-DD) (Optional)
Last Gift Amount (Optional)
Type (Optional)
Birthdate (YYYY-MM-DD) (Optional)
Note: If you need additional fields to be brought over by the integration please consult your Customer Success Manager.
Step 3: Constituent Codes
Constituent Codes from RE NXT will be mapped as tags in Tatango. Add all constituent codes you'd like to use to identify various segments. Your Tatango Customer Success Manager can help concatenate these tags into a single column once you provide the export.
Marketplace Configuration
Connecting Tatango to Blackbaud Raiser's Edge NXT
Login to your Blackbaud Raiser's Edge NXT account.
Navigate to the Marketplace.
Search for "Tatango".
Click on Connect to establish the integration.
Note: You must be logged in as a Marketplace Admin
Solicit Code Exclusion
Navigate to Control Panel → Tables.
Locate the Solicit Codes table.
Identify and take note of any Solicit Codes that should be used to exclude constituents from being added to your Tatango list.
Create a comma-separated list of these Solicit Codes, ensuring they are formatted exactly as they appear in RE NXT.
Create Tatango SMS Opt-Out solicit code
Tatango Configuration
Step 1: Create the Following Custom Fields in Tatango
Field Name | Merge Tag | Datatype |
Constituent ID |
| text |
Lookup ID |
| text |
City |
| text |
State |
| text |
Fundraiser Status |
| text |
Deceased |
| text |
Last Gift Date |
| text |
Last Gift Amount |
| number |
Type |
| text |
Step 2: Configure the Tatango Integration
Navigate to My Apps → Integrations.
Click the All Apps tab.
Locate the Blackbaud Raiser's Edge NXT integration and click Configure.
When prompted, name the app (or leave the default name) and click Continue.
A separate window will open, prompting you to log in to your Blackbaud Raiser's Edge NXT instance.
Click Next after logging in.
Select the Tatango list where constituents should be added.
Click Next.
Enter the Solicit Codes used to exclude constituents from being added to the Tatango list. Ensure the list is comma-separated and formatted exactly as they appear in RE NXT.
Copy the Webhook URL provided by Tatango.
Step 3: Configure the Webhook on Your Tatango List
From your list, navigate to Settings → Webhooks.
Click Create a new webhook.
Paste the Webhook URL copied from Tatango.
Select the Unsubscribes checkbox.
Save the webhook configuration.
Need Help?
If you need assistance with the integration, reach out to your Tatango Customer Success Manager.