Be a Luminate Superhero in 12 Steps

Power UpStart using the self-service resources that Blackbaud offers right away. You will learn more about Luminate

Online and all its functionality and get connected to the larger Blackbaud community. One of the best places

to begin is the Blackbaud Community Free Resource Center.

Other resources include:

1

Follow these easy steps to stay focused and lead your organization on a path to success!

800.443.9441 solutions@blackbaud.com www.blackbaud.com

• Luminate Help Documentation

• Community

• Knowledgebase

• Blackbaud Webinars

• Training Central

TrainingIt is important to continue learning and to refresh your skills. The

trainings available at Blackbaud University can help. Whether your

organization has a Learn Subscription that will allow you to take

instructor-led courses or you want to take our free on-demand

eLearnings, there are a lot of great trainings available at Blackbaud

University. And, the more people in your organization who take

the trainings, the stronger your organization will be.

Share the LoveMore Active Administrators = More Communication, More

Constituents, and More Money. No matter how large or small your

organization is, the more administrators you have using Luminate,

the more successful your organization will be. The key Luminate

stakeholders should login to Luminate every day.

2

3

800.443.9441 solutions@blackbaud.com www.blackbaud.com

4

5

800.443.9441 solutions@blackbaud.com www.blackbaud.com

Communicate Luminate Online offers a sophisticated tool to communicate with your

constituents. Create specific Email Campaigns to send targeted

messages, such as an End of Year Appeal, Event Invitation and/or

Advocacy Alert. Remember to always include a clear call to action and

don't forget to say thank you!

Connect on a regular basisIt's important to communicate at least once a month with your email list

so that you can cultivate a relationship with your constituents and

maintain interest in your organization's mission. One of the best ways to

cultivate constituent relationships is through a monthly eNewsletter.

6 Lay Out the Welcome MatMany major and institutional donors begin their relationship with an organization by either signing up to receive

an eNewsletter or by making a one-time gift. Cultivate those relationships. Effective organizations create and

use an automated Welcome Series/Donor Series to do just that. Create a Welcome Series for people who have

signed up to receive an eNewsletter, first-time donors, monthly donors, and even new event participants.

7

8

Build A Monthly Giving Program Every year, we see more and more donors deepen their charitable

support by moving from giving a one-time gift to a sustaining monthly

gift. Sustaining gift programs provide organizations with a consistent

and predictable income – revenue that you

can count on. Add a monthly sustaining

gift option to an existing donation form

or create a separate form.

Clean Data Is Good Data. Now that you are using Luminate Online, its important to

develop and implement internal data management procedures.

How is your organization managing the cleanliness of its database?

Are there required fields that you want to make sure every constituent

record includes? How often are you checking for and resolving

duplicate records? How are you managing inactive constituents?

By creating a data management plan, you will improve email

deliverability, see better results from targeted messages,

and raise (and save) more money.

9

800.443.9441 solutions@blackbaud.com www.blackbaud.com

Luminate Beta: Boldly Go Where No One Has Gone Before Are the administrators at your organization using Luminate Beta? If not, it’s time to enjoy the next generation of

Luminate Online - built right into your current Luminate platform. Today, Luminate Beta offers dynamic

intelligence through the Dashboards and Social Insights Report. You'll see data visualized in the most helpful

ways through your Email, Fundraising, TeamRaiser and other Dashboards. The Social Insights Report gives you a

peek into the social media lives of influencers in your housefile. The List filters also allow you to easily pull

information on your constituents based on geographic location, social influence, giving history and more, and use

those Lists to better target your communications.

10

11

12

800.443.9441 solutions@blackbaud.com www.blackbaud.com

Motivate and Inspire Use TeamRaiser Coaching Emails to recruit, coach, and inspire participants to meet their goals. TeamRaiser

Coaching Emails allow you to brand your event communication, send targeted messages using

conditionalized content, include interesting links and videos, and more effectively target your audience based

on past participation, past donations, and current fundraising activity.

Get Started EarlyWe encourage organizations to launch their TeamRaiser events 4-6 months prior to the event date. This gives

you time to generate excitement, recruit past and potential participants, and raise A LOT of money. Don’t wait

until the last minute! Give yourself plenty of time to relaunch an event or create a new one.

Need Help? Ask!

Need Help? Ask! At Blackbaud, we get excited and inspired by our customers’ success. And, to help you be more successful, we

have developed an award-winning Customer Support Team. Ask questions in the Community or chat with a

Support Analyst online to troubleshoot, ask questions, and get technical assistance. Remember, you are not

alone. We are here to help.