David Lyndon

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Activity overview

Latest activity by David Lyndon
  • David Lyndon created an article,

    How to reconnect to Salesforce

    If you find that Dataro can't connect to Salesforce, then you can easily reconnect by going to Connections > Salesforce (API) and clicking on the Re-connect to Salesforce button. This will redirec...

  • David Lyndon created an article,

    How to reconnect to the NXT API

    If you find that Dataro can't connect to the Blackbaud NXT API, then you can easily reconnect by going to Connections > Blackbaud NXT (API) and clicking on the Re-connect to Blackbaud button. This ...

  • David Lyndon created an article,

    How to Review or Update your tagging in the app

    You can review and update your Campaign tagging inside the app by going to Settings > Campaign Summary > Review Validation.   This will present all your campaigns, 10-per-page. Items are ...

  • David Lyndon created an article,

    How to store campaign data for Dataro's integration (Blackbaud CRM)

    In order to take advantage of all the features in Dataro (including automated results analysis and improved tagging) we recommend storing any campaigns or outreach your are conducting using Dataro'...

  • David Lyndon created an article,

    Learning more about Dataro Ranks and Scores

    You will have noticed that some Dataro models come with two new fields in your CRM: the 'Score' field and the 'Rank' field. You might be wondering why. Scores Dataro Scores are a number on a scale ...