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TIPS AND TRICKS: TAKING RAISER’S EDGE TO THE NEXT LEVEL

Tiffany Crumpton

Director of Solution Management and Business Strategy

Blackbaud

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• A style of presentation 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” FORMAT?

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POTENTIAL AFTERMATH OF IGNITE SESSION

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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!

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Homepage/

Navigation

Record Viewing/

Management Mobile

Batch Data Management Query

Exporting Reporting and Dashboards

KEY FOCUS AREAS

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HOME PAGE /NAV IGAT ION

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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

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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

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MAKE A RECURRING TASK A FAVORITE! PARK IT ON YOUR DESKTOP OR DELEGATE A TASK BY

PUTTING IT ON A CO-WORKER’S DESKTOP 3

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SET UP DEFAULTS TO FACILITATE DATA ENTRY

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ALERT YOUR USERS WHEN THEY OPEN

CONSTITUENTS WHO REQUIRE “SPECIAL HANDLING”

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• 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” -Tiffany

- Action Tracks

- Default Sets

- Install Samples

- User Options

NAVIGATION TIPS!

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RE CORD V IE WING OP T IONS /CUS TOM V IE WS

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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.

*

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USE CUSTOM VIEWS TO CHANGE THE WAY A RECORD

LOOKS

Only show what

you need to see!

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BUILDING A CUSTOM VIEW IS EASY! NO WEB/HTML

KNOWLEDGE NEEDED 8

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APP OMATIC VIEW

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L E T ’S GE T MOBIL E !

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Your response to

the RE Mobile app

was GREAT!

- Over 3000 Organizations have

installed it

- App has been

downloaded onto

more than 16,000 devices

RE MOBILE

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RE MOBILE EVENT APP

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BAT CH/GIF T E NT RY

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CHANGE FIELDS GLOBALLY IN BATCH 12

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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)

*

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Lesson from a fellow client: Set up your

default row first so it will fill down

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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

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RE 7.93 RE

7.93

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DATA MANAGE ME NT

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TABLE CLEANUP UTILITY

Standardize data

Eliminate

misspellings

Remove duplicates

KB BB81596

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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

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• Globally delete records – BACKUP your database first!

- Example for obsolete attributes and actions

Screen is found in Administration,

Globally Delete Records

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NEW DUPLICATE MANAGEMENT! RE

7.93

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QUE RY

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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.

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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.

WILDCARDS… I THINK I LOVE YOU! (THESE WORK IN RECORD SEARCHING TOO!)

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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

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COMMON QUERY QUANDARIES

• How to include/exclude specific records

- Specific Record field or NEW Query List feature!

• How to query on record property fields (Date Added, Date Last Changed)

• Gifts vs. Summary Information

- One time gifts vs. cumulative

• How to query on “linked gifts” to include/exclude event payments, membership

dues, etc.

- “Gift is Linked To” field

• 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

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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.

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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?)

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BASING A QUERY ON ANOTHER QUERY

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EXAMPLES:

• Quick data entry changes “on the fly”

• Scroll through records in query order to spot check data results

ACCESSING RECORDS…FROM A QUERY

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QUERY LIST FIELD ADDITIONS RE

7.93

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E X P ORT

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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.

*

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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

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CHANGING EXPORT HEADERS RE

7.93

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RE P ORT ING AND DAS HBOARDS

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PIVOT REPORTS

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DASHBOARDS OFFER QUICK AND EASY DATA!

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QUERIES AS DASHBOARD PANELS

• Place commonly run queries on Dashboard for easy access

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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

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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!

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T HANK Y OU F OR Y OUR AT T E NT ION… GE T

IGN IT E D!

Tiffany Crumpton

tiffany.crumpton@blackbaud.com

@TiffanyCrumpton