Ignite Session: Tips & Tricks in The Raiser's Edge

10/7/2013 #bbcon #reignite 1
Ignite Session:
Tips and Tricks in The Raiser’s Edge
PRESENTED BY TIFFANY CRUMPTON

• A presentation are meant to "ignite" the audience on
a subject, i.e. to generate awareness and to
stimulate thought and action on the subjects
presented.
• So…I want to IGNITE all of you with cool things
being done in The Raiser’s Edge. Guaranteed-
something for everyone!
WHAT IS AN IGNITE SESSION?

TWEET ABOUT THE SESSION… AND IT’S
FOR A GOOD CAUSE!
#BBCON
#REIGNITE
@TIFFANYCRUMPTON

POTENTIAL AFTERMATH OF IGNITE
SESSION

One Presenter
75 minutes
30 Ignite Ideas
3 Mountain Dews + 4 cups of coffee
consumed today
OUR MISSION TODAY- BY THE NUMBERS

THINGS YOU WILL SAY DURING THIS
SESSION
I wish she
would slow
down… for
real
I can’t wait to tell
[insert name of coworker]
about this…they will
FREAK out!
Where was
that
feature
again?I didn’t know I
could do
THAT!?!
Is she talking
really fast- or
have I not had
enough
OMG

• You will become increasingly popular in the office
• Your boss will start asking you for more cool things
after seeing what you learned
• You can pretend that my tips and tricks were YOUR
ideas so you are even MORE popular in your office.
• You can even allow your co-workers to try some of
this after you share this info with them 
THINGS THAT WILL HAPPEN AFTER
THIS SESSION

WHO ARE YOU?
• Level 1- I am a true beginner. Brand new to
RE
• Level 2- I use RE from time to time… want to
enhance skill set
• Level 3- I use RE regularly and pretty much
know what I am doing. Others at my org
come to me with questions and requests
• Level 4- I am the reigning RE King/Queen of
my office! Others fear my supreme
knowledge and ability… and if Tiffany wasn’t
on stage, I would be there!

Homepage/
Navigation
Record Viewing/
Management
Mobile
Batch Data Management Query
Exporting
Reporting and
Dashboards
KEY FOCUS AREAS

HOMEPAGE/NAVIGATION

1

DATE ENTRY TRICKS
Use the 1-31 date trick: becomes
F7 pops up a calendar in date fields (comes in handy
when setting up pledges)
Hit F3 in a date field pops in today’s date
Hit F2 to load a default value into a record. Shift F2 to load all defaults
2

GET YOUR HOMEPAGE IN ORDER!
• Access all common records, tasks
• Personalized for each user
• Organize in folders
• One-click access to information
• Include other applications and websites
• Quick links to favorite dashboard panels and
action reminders
3

MAKE A RECURRING TASK A FAVORITE
AND PARK IT ON YOUR DESKTOP OR
DELEGATE A TASK BY PUTTING IT ON A
CO-WORKER’S DESKTOP
3

SET UP DEFAULTS TO FACILITATE DATA
ENTRY
Be sure to catch
Craig
Haubrich’s
session on RE
Default Sets!
Tues- 10:45 AM
4

ALERT YOUR USERS WHEN THEY OPEN
CONSTITUENTS WHO REQUIRE SPECIAL
HANDLING 5

• Right click within RE… will often lead to a shortcut
or additional option
- Save some clicks
- Choose/Reorder Columns
- Legend options for grids
• “If it’s cool, it’s in Tools”
- Action Tracks
- Default Sets
- Install Samples
- User Options
NAVIGATION TIPS!
6

RECORD VIEWING OPTIONS/CUSTOM VIEWS

CHANGE YOUR CONSTITUENT SEARCH
SCREEN RESULTS!
• Change output of query- fields, order, sort
• Common examples- outputting record ID from other system (ex. Member ID),
spouse name, giving history, age. What other fields?
Search query will be your
“default” until you change
or reset it.
*
7

USE CUSTOM VIEWS TO CHANGE THE WAY
A RECORD LOOKS
Only show what you
need to see!
8

BUILDING A CUSTOM VIEW IS EASY! NO
WEB/HTML KNOWLEDGE NEEDED
8

APP OMATIC VIEW
9

LET’S GET MOBILE!

Your response to
the RE Mobile app
was GREAT!
- Over 2,700
Organizations have
installed it
- App has been
downloaded onto
more than 16,000
devices
RE MOBILE
10

RE MOBILE EVENT APP
11

BATCH/GIFT ENTRY

CHANGE FIELDS GLOBALLY IN BATCH
12

BATCH- LOAD A QUERY!
• Good for regular givers and member payments
• Some orgs enter constituent IDs in Query with Specific Record ONE OF and then
load into Batch (using defaults to load in)
*
13
Lesson from a fellow client: Set up your
default row first so it will fill down

Customer Quote:
“We have batch templates set up for different
functions, online event registrations, online gifts,
recurring EFTs, checks, credit card charges, etc.”
BATCH FOLDERS
RE
7.93
14

RE 7.93
RE
7.93
14

DATA MANAGEMENT

TABLE CLEANUP UTILITY
 Standardize data
 Eliminate
misspellings
 Remove duplicates
 KB BB81596
15

GLOBAL CHANGES
• Before you begin…
- Create a query of records to be changed
• Query type corresponds with type of record to be updated
(Constituent, Gift)
• Query should be static
• Globally Add Records
- Constituent codes, actions, attributes
- Moving data to the correct location
• 2 step process to add to new place and delete from old
• Globally Change Records
- Attributes that are useful, but need intuitive names
- Old actions that are still open
- Recommend using the “create a query of changed records”
option in case something goes awry
16

• Globally delete records – BACKUP your database first!
- Example for obsolete attributes and actions
Screen is found in Administration,
Globally Delete Records
16

NEW DUPLICATE MANAGEMENT!
RE
7.93
17

QUERY

CREATIVE USE OF QUERY OPERATORS:
Zip like ?????-???? Will ensure that
all records have a ZIP+4. You can
then get larger postal discounts if
you use this query for a mailing.
Zip begins with 294 will find
people that live in several zip
codes that begin with 294
Zip between 29400 and 31000-
9999 finds all records that have a
ZIP or a ZIP+4 in a geographical
area.
18

Question Mark (?): use the question mark symbol
to replace a single character.
Asterisk (*): use the asterisk to replace a series of
characters.
Brackets ([ ]): use brackets to query for a range of
characters or to locate several characters. For
example, use the criteria Last Name “begins
with” [A-C] to locate all constituent records with a
last name beginning with A through C. Use
brackets with a comma to search two values at
the same time- ex. [C,K]
WILDCARDS… I THINK I LOVE YOU!
(THESE WORK IN RECORD SEARCHING TOO!)
19

QUERY CRITERIA TIPS
Query Fields allow
you to select any
field that is
currently in your
query. Use them to
save time!
Drag fields to any
of the query tabs
without having to
select that tab first
20

COMMON QUERY QUANDARIES
• How to include/exclude specific records in a query
- Specific Record field or NEW Query List feature!
- EXPERT TIP- copy and paste up to 500 constituent IDs from Excel
into Constituent ID ONE OF field in Query! Be sure to scroll all the
way to the bottom of the list before copying.
• How to query on record property fields (Date Added, Date
Last Changed)
• Gifts (One time gifts) vs. Summary Information (cumulative
gift totals)
• How to query on “linked gifts” to include/exclude event
payments, membership dues, etc.
- Use “Gift is Linked To” field
21

COMMON QUERY QUANDARIES (CONT)
• How to query on records with a specific attribute
and a blank description (KB BB48199)
- Create a query for the appropriate records (e.g. gift, constituent,
etc.)
- On the Criteria tab, select:
• Attributes, Specific Attributes, [attribute category], [attribute
category] Import ID Not Blank AND Attributes, Specific Attributes,
[attribute category], [attribute category] Description blank
• How to query on constituents who gave during
any X of Y years (or months)
- Create a series of queries and merge them (KB BB150050)
- Export to Excel and use functions
- Crystal Reports- Record Selection feature
21

RANDOM SAMPLING ON STATIC QUERIES…
A GREAT TOOL FOR MARKETING PURPOSES!
After saving a static query with
a random sampling, you have
a scientifically randomized
group of people.
22
EXAMPLES-
• Send a survey to donors
• Experiment with appeals and
packages (send 50 people a
color brochure and send 950
people a black & white
brochure. Will the % response
and average gift increase for
these 50 people?)

ANYONE’S HEAD SPINNING YET?

TWEET AWAY… IT’S FOR A GOOD CAUSE!
#BBCON
#REIGNITE
@TIFFANYCRUMPTON

BASING A QUERY ON ANOTHER QUERY
23

EXAMPLES:
• Quick data entry changes “on the fly”
• Scroll through records in query order to spot check data results
ACCESSING RECORDS…FROM A QUERY
24

QUERY LIST FIELD ADDITIONS
RE
7.93
25

EXPORT

CREATIVE QUERYING…WITH
EXPORT
Export gifts for a particular gift query in a constituent export!
Wait, why is this cool?
You can filter out gifts based something other than the pre-defined filters… such
as gift attributes, gift codes, gifts linked to Event registrations, linked to
memberships.
*
26

Customer quote:
“I have to jump back and forth between Excel and
the RE Export function, relabeling...again and
again. Also, my label names would be more
consistent”
RAISER’S EDGE 7
27

CHANGING EXPORT HEADERS
RE
7.93
27

REPORTING AND DASHBOARDS

PIVOT REPORTS
28

DASHBOARDS OFFER QUICK AND
EASY DATA! 29

QUERIES AS DASHBOARD PANELS
• Place commonly run queries on Dashboard for easy access
30

DASHBOARD IDEAS
Giving
 Gifts from unassigned prospects
 Daily gifts
 Gifts from Board Members
 Annual fund donors who reached a
certain giving level
 Gifts at certain dollar amount
 Gifts to specific campaign priority
 Gifts to particular unit or department
 Gifts from alumni of a particular
college or school
 Gifts from selected Reunion Class
Actions
 Action Reminders
 Recent Actions from defined group
Prospects
 Prospect lists
 Prospect birthdays
 Recent gifts from managed prospects
 Gifts from prospects
Funds
 Newly created funds
Events
 Event Summary (personalized with
individual event queries)
 Event attendance
Appeals
 Appeal Summary
30

DASHBOARD TIPS
• TRICK- Can’t find the option to put a constituent query on
Dashboard? Use the Solicitor or Proposal query- it will
allow you to use one!
• Rename columns of queries by right-clicking on results,
Rename Column
• Dynamic queries work best, always refreshing when
dashboard refreshes
• The Query List feature (first released in RE 7.92) is
AWESOME for Dashboard lists!
30

THANK YOU FOR YOUR ATTENTION… GET IGNITED!
Tiffany Crumpton
tiffany.crumpton@blackbaud.com
@TiffanyCrumpton
#reignite

Ignite Session: Tips & Tricks in The Raiser's Edge

Recommandé

Recommandé

Contenu connexe

En vedette

En vedette (20)

Similaire à Ignite Session: Tips & Tricks in The Raiser's Edge

Similaire à Ignite Session: Tips & Tricks in The Raiser's Edge (20)

Plus de Blackbaud

Plus de Blackbaud (20)

Dernier

Dernier (20)

Ignite Session: Tips & Tricks in The Raiser's Edge