Tricks and tips_re

WELCOME

TIPS & TRICKS

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IN THE RAISER’S EDGE

RE/WEALTHPOINT INTEGRATION

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RE/WEALTHPOINT INTEGRATION

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ACTION TRACKS: DEFINE, THEN ASSIGN

• Use Action Tracks to develop a plan that only requires data entry• Define the process, then Assign to records

- Let your desired process determine the rules- Use Action queries to “explain” the rules to The Raiser’s Edge- Useful for Event planning and Appeal execution as well!

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Screenshot from Tools menu, Action Tracks, Define Action Tracks

DEFAULTS SAVE TIME!

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AUTOMATE OTHER THINGS…

• How do you get information to people on the road?- E-mail?- Voicemail?- Web Access?

• The Raiser’s Edge can automate itself using RE:Queue- Possibly the cheapest module- Very easy to forget that you have it

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- Very easy to forget that you have it- Check RE:Admin to see if you do

• Use it for:- Automatically E-mailing information- Exporting data to a network folder- Sending correspondence

CONSIDER THIS (COMMON?) EXAMPLE:

• You are traveling to another city- You want to visit a couple of key prospects- You need information to review before the meetings- You want to quickly follow up with them afterwards

• Automate each of these data- Receive today’s appointment profiles by E-mail- Mark activities as completed (remotely) or appoint someone else to do it

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- Mark activities as completed (remotely) or appoint someone else to do it- Schedule follow-up correspondence to occur based on action details

• The process:- Create a query of constituents who have an appointment scheduled for

“today” (or this week)- Create a queue that E-mails a profile

RE:QUEUE

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UNDER THE HOOD

• Create a query of constituents who have an appointment scheduled for “today” (or this week)

• Create a queue that E-mails a profile for anyone in the query- You will need Microsoft Exchange for execution- For best results, use ADOBE PDF as the format

• Create a separate queue for correspondence follow-up- This could print to an office printer for another staff to pick up and mail

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- This could print to an office printer for another staff to pick up and mail- Little data entry has to be required- Use Follow-up Letters to customize the letters based on details from the

Action• Consider using Action Attributes to further personalize the messages• Combine this with Action Tracks to automatically schedule a follow-up

activity

CONSIDER EXCHANGE INTEGRATION WITH HANDHELD

• If you have a handheld, make sure you understand all of the features it offers- With Outlook, you can access contacts brought from The Raiser’s Edge- View appointments made through Actions on your calendar

• Most allow you to open attachments (like the attachments that Raiser’s Edge is sending you via RE:Queue)

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ENCOURAGE STAFF ADOPTION WITH CUSTOM VIEWS

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START WITH A BLANK SCREEN

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DRAG & DROP THE FIELDS YOU WANT

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SWITCHING INTO A CUSTOM VIEW

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USING FRAMES

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• These work like grids, but require the user to click on the link to expand for details

• Add a rollup link first, then drag the fields you want to appear in the grid

ROLLUP LINKS

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ARE PIVOT REPORTS RIGHT FOR ME?

• They are right for everyone!• Unlike the opposite sex, Pivot Reports are:

- Always flexible- Easy to work with- Simple to understand

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- Simple to understand- Great for commitment-phobes

• A simple 3 step process makes pivot reports a reality for you

STEP 1: USE QUERY OUTPUT

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STEP 2: IN REPORTS, CREATE A PIVOT REPORT

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STEP 3: DRAG & DROP REPORTING!

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GROUPING BASED ON WEALTHPOINT DATA

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GROUPS BASED ON PROSPECT RATINGS

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COMMANDS AND OPTIONS…

Change the name of fields and colums

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Change the way numbers are formatted

TIP: USE GIFT DATE BREAKDOWN

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USE PERCENT OF ROW TOTAL

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SWITCH TO PERCENT OF COLUMN

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TIP: USE THE FIELDS AND TOTALS THE REPORT GIVES YOU

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CREATE YOUR OWN TOTAL!

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CHART THE DATA AUTOMATICALLY

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BONUS SECTION! BBNC TRICKS: AUTOMATE GENERAL CORRESPONDENCE

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BBNC TRICKS: USING SCHEDULED EMAIL

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BBNC TRICKS: CUT DOWN ON TOTAL EMAILS WITH CONDITIONAL CONTENT (BASED ON QUERIES)

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