Heartfelt Emails
The perfect message, served up at the perfect time.
See the solutionData hygiene
A multi-step update handled in one workflow.
Marking a record deceased in Raiser's Edge can be a cumbersome, labor-intensive process. Deceased Record Assistant handles the manual work for you to save time and help make sure surviving family members are treated with respect.
App-based solution: typically live 3 to 5 business days after kickoff
The problem
Marking someone deceased requires many separate record updates.
A deceased constituent may require changes to deceased status, solicit codes, mail preferences, household information, spouse and head-of-household details, and other fields. Missing a step can create inaccurate data, wasted mail, or an insensitive donor experience.
How we solve it
Deceased Record Assistant combines those manual steps into one comprehensive workflow.
PSG experts configure the workflow around your institution's rules so staff can handle the full process consistently and at their direction, saving hours of manual clicking while keeping the database clean.
How it works
Configured to your environment by the PSG team.
- 1
We get to know your system.
We capture exactly how your institution wants deceased records and related household information handled, step by step.
- 2
We build the automation and test it.
You select which fields are updated, which codes are applied, which mailings are suppressed and who gets notified when the workflow runs.
- 3
Mark records deceased with a single workflow.
Use Deceased Record Assistant to handle the required updates quickly, consistently, and only when your staff chooses to run it.
Consistency with a human point of view
Some automation is about speed. This one is about care.
A deceased-record update touches more than a checkbox. PSG's Raiser's Edge experts know the downstream details, from household information and solicit codes to mail preferences, that can create an insensitive mistake when one step gets missed. The workflow brings consistency to a task that deserves both accuracy and care.
Questions we hear most often
- Can we review deceased-record changes before they apply?
- Yes. You are in control of how and when you use Deceased Record Assistant. This automation does not run automatically; instead, it combines up to 11 manual steps into a single workflow that runs at your direction.
- 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 solutionIs Deceased Record Assistant 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.