Heartfelt Emails
The perfect message, served up at the perfect time.
See the solutionReporting & visibility
Start every day knowing what happened in your database.
Daily Digest delivers one clear email each morning, summarizing recent gifts, new donors, fundraising progress, and records that need attention.
App-based solution: typically live 3 to 5 business days after kickoff
The problem
Important activity stays buried until someone runs the right report.
A new gift, a first-time donor, a milestone gift, or a missed payment can sit in Raiser's Edge unnoticed until someone remembers to run the right query. By the time the information reaches the right person, the best moment to act may already have passed.
How we solve it
Daily Digest puts the right information in front of the right people automatically.
AutomateGenius monitors the activity that matters to your team and delivers a concise digest on the schedule you choose, so leaders and gift officers can respond while the information is still fresh.
How it works
Configured to your environment by the PSG team.
- 1
Choose the information that matters to you.
PSG confirms which supported gifts, activities and totals belong in the digest, and which recipients, cadence and delivery channel work best for your team.
- 2
Choose who gets the digest and how often.
You decide who receives the digest and how frequently. Everyone can receive the full picture, or different team members can receive only the information most relevant to them.
- 3
The automation just works.
Your digest is delivered exactly on time, in the format you want, to the people who need it, without anyone having to remember to run a report.
Built by database people
We know the morning-report routine because we've lived it.
PSG's database experts spend their days inside Raiser's Edge NXT. We know how easy it is for important activity to stay buried until someone remembers to run the right query. Daily Digest turns that recurring check into a dependable habit: the information that matters, already waiting for your team when the day starts.
Reported results
- 100
- staff hours reclaimed annuallyMcLaren Port Huron Foundation
Common questions about the Daily Digest automation
- Can different people receive different Daily Digest emails?
- Yes. Daily Digest supports multiple recipient groups, so gift officers, finance staff and leadership can each receive a version scoped to the funds, campaigns and gift ranges they care about, on the schedule that fits their day. Every version links directly into the relevant Raiser's Edge NXT records.
- Does AutomateGenius replace Raiser's Edge NXT?
- No. AutomateGenius works hand in hand with your existing Raiser's Edge platform to streamline routine processes and help your team give donors more personalized attention.
- How much does an AutomateGenius solution cost?
- Our clients pay a one-time setup fee plus an ongoing fee for hosting, maintenance, and support. Simpler automations may cost only a few thousand dollars to implement, while more complex automations can cost significantly more. PSG can give you an exact quote based on your environment and the complexity of the automation we're configuring.
- Who configures and maintains an AutomateGenius automation?
- PSG does. Our experts configure the automation to fit your environment, test it before launch, and provide ongoing hosting, monitoring, maintenance, and support after it goes live.
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See the solutionPledge Assistant
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See the solutionIs Daily Digest the right place to start?
Get a practical recommendation in about five minutes, or talk it through with a PSG expert who works in Raiser's Edge every day.