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How to Set up Individual Constituents Settings

Learn more about the settings available to adjust for individual constituents.

There are two settings you can adjust when individual constituents sync to RE NXT:

  1. Constituent Code
  2. Default Contact Information Type

Read on to learn more about each.

Constituent Code

When a new constituent is added, select the constituent code to associate with the individual from the drop-down list of your existing codes from Raiser’s Edge. 

  1. Search for the appropriate Individual Constituent Code for new constituents
  2. Select Set start date as date of creation if you want the creation date to be recorded in Raiser’s Edge

Default Contact Information Type 

When new contact information is provided for an existing constituent, Trellis will not override or delete any current information. Instead, the additional contact details will be added. In this section, you can select titles for the new default information used.

  1. Click the drop-down selector to choose the new Information Type you want to use.

Pro Tip:

Create new Default Types in Raiser’s Edge called "Trellis Address," "Trellis Email," and "Trellis Phone" to easily identify the source of the new information.

When you are all finished, click Save to complete the Individual Constituent Settings. These will now be the default settings whenever you create a new fundraiser.

Frequently Asked Questions

Can you set more than one Constituent Code? 

No, not at this time.

Can we configure how our integration matches to existing constituents?

Our new logic no longer requires any configuration, it is handled automatically. Learn more about how our constituent match logic works here.

Can we control which contact informations syncs to new records? 

No, not at this time. By default, any new contact information that isn't detected on the constituent will sync.

Is there any address standardization to ensure addresses aren't duplicated?

Yes, our system standardizes certain words to Canada Post and USPS address standards. It can also recognize common variations in address punctuation. 

However, we cannot automatically detect if unit number is in the correct place. Our integration will sync the address order exactly as typed by the donor. 

We recommend using a 3rd party tool within RE NXT to regularly standardize constituent addresses. 

Is new contact information added set as Primary?

No, we do not set new contact information as primary, in case you would like to review what is added first.

Can we control whether new constituents created are full or non-constituents?

No. By default, any constituents who make purchases will be full constituents. Any guest ticket holders will be created as non-constituents.