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Email Sync Report

View the email sync statuses of records in a comprehensive report.

Jaime Morgan, CAE avatar
Written by Jaime Morgan, CAE
Updated over a week ago

The email sync report allows admins to view and manage emails that are synced from Novi to MailChimp and/or Constant Contact.

To find the report, go to Reporting > Email Sync.

Default columns in the report:

  • Email: The email address that is synced.

  • Main Customer: The customer record that is synced.

  • Shared emails: If more than one record share an email address, those records are listed here.

  • MailChimp / Constant Contact: The date and time of the sync, or the error message if the sync for that record is not successful.

  • Related Groups

  • Related Committees

  • Related Events

  • Action: Sync a specific record's email.

Using the report:

  1. Use the search bar to filter by email address.

  2. Use the filter to narrow down the results to one or more specific Groups, Committees, Events, or Sync statuses.

  3. Use the circular arrow icon on the far right of the report to refresh the report.

  4. The list view (gear on the far right above the list) can be used to toggle on/off the Related Groups/Committees/Events columns, and change the number of rows to display.

Syncing Records:

Novi will automatically sync records, but admins can manually re-sync a record if the need arises. As a best practice, it's recommended to sync records on a per-record basis. This can be done by clicking Sync in the action column next to the record's row.

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