Raiserâ€™s Edge Online User Clinic

Blackbaud Representative:William Jankins – Solutions Engineer/ Product Expert

Raiser’s Edge Online User Clinic:Action Tracks & Moves Management

Wednesday – June 17, 2009

William Jankins | Page #2 © 2009 Blackbaud

Agenda

Welcome and IntroductionsBlackbaud News and UpdatesAction Tracks & Moves Management PresentationHow Blackbaud Can HelpQ & A Thank You!


Reporting in The Raiser’s Edge 7 7/15/2009Homepage and Dashboards 8/19/2009Tracking Solicitors and Appeals 9/16/2009Importing 10/21/2009Mail Merge 11/18/2009 Security in The Raiser's Edge 12/16/2009

Web Seminar schedule:www.blackbaud.com – Events, Web Seminars

Questions: please email [email protected].

Blackbaud News and UpdatesUpcoming Online User Clinics

http://www.blackbaud.com/


Intro to Basic Online Fundraising & Communication 7/2/2009Intro to BBNC GROW 7/22/2009Intro to Financial Edge for Raiser’s Edge Customers 7/14/2009Building and Managing an Interactive Website 7/7/2009Blackbaud NetCommunity for… throughout June & July

Cause-Based and Service OrganizationsFaith-based OrganizationsHealthcare organizationsHigher Education Institutions

Web Seminar schedule:www.blackbaud.com – Events, Web Seminars

Questions: please email [email protected].

Blackbaud News and UpdatesUpcoming Web Seminars



• Advanced Importing 6/26 and 7/17 (3 hours)

• Analytical Reporting 6/25 and 7/16 (3 hours)

• Donor Acknowledgement Letters and Receipts 6/29 and 7/22 (4 hours)

• Database Doctor 7/20 and 7/22 (3 hours)

• Export 6/22 and 7/7 (3 hours)

• Managing Solicitors 6/29 and 7/27 (6 hours)

• Planned Giving in The Raiser’s Edge 7 7/13 and 7/24 (2 hours)

• Query Essentials 6/29 and 7/14 (3 hours)

Blackbaud News and UpdatesUpcoming Online Trainings

View the complete schedule and register at:

www.blackbaud.com > Services > Training > Distance Learning



Blackbaud News and Updates

Classroom Training and Training Pass

Get full details at:www.blackbaud.com – Services, Training



Keeping up with the Hardware and Software to run applications• Periodic hardware purchases and upgrades, ensuring that your system will perform

at peak by employing the best technology• Upgrades and patches of Blackbaud and 3rd party software ensuring you are always

on the latest versionKnowledgeable resources, staff, and support• Implement changes when changes are needed• Perform regular tasks like back-ups and upgrades• Have expertise in both the application and infrastructure

The right solution for Remote Access• Employing the right technology that simplifies access to your data while you’re in or

away from your office• Getting to your data when you need, and performing the right tasks and functions

Focus on your mission, not the technology. Blackbaud can help you remove these responsibilities from your plate with outsourced solutions.

For more information please contact your Account Manager.

Blackbaud News and UpdatesBlackbaud OnDemand

Do you need help managing technology?


Database Operations Management

Database Administration

Global Changes

Queries and Exports

Standard Reporting and Analytics

Importing

Business Rules

Direct Marketing

Liaison with Strategy Vendor

Segmentations and Selections

File Creation Process

Liaison with Mail-house

Production Services

SaaS Solution for BBDM

Business Intelligence for Performance Management

Datamart Uploads

Dashboard Reporting

Campaign Analytics

Annual Fund Performance

Scorecards

MS SQL Report Writing

Blackbaud News and UpdatesData Management Services(DMS)

Do you need help managing technology?Data Management Services (DMS) is a monthly, subscription-based service bureau providing a full range of ongoing, database-related

activities necessary to manage your fundraising operation.


Internet SolutionsShowcase a well-branded Web siteIncrease your Web presenceBuild an online community with supportersAccept online gifts, event registrations, and constituent updatesCapitalize on multi-channel communication• eNewsletters• Emails• Message boards• And more!

Contact your AE for more information!

Blackbaud News and Updates


• AuctionMaestro Pro – Plan, organize and implement all aspects of your fund-raising auctions! Host online auctions!

• PaperSave – Provides a secure electronic storage system and audit trail for all source documents. Replace your traditional filing systems and go paperless! Seamlessly integrated with RE7 for easy document retrieval and data-entry!

Contact your Account Manager today!

Blackbaud News and Updates3rd Party Product Integrations


Raiser’s Edge 7Current release is 7.85• Organize queries into categories & folders!• Make attributes inactive to streamline data entry!www.blackbaud.com – Support > Downloads

Version 7.91• PCI compliance• Scheduled to release on June 22, 2009 (This month!)• SQL Server 2008 & SQL Server 2008 SP1 supported• Backup your RE7 database before upgrading!

Blackbaud News and UpdatesRelease Information


Action Tracks & Moves Management

Hosted by: William JankinsSolutions Engineer/ Product Expert


ACTION TRACKS & MOVES MANAGEMENT TOPICS1. Resources

2. What is an Action?

3. How to Access Actions?

4. Anatomy of an Action Record

5. Action Reminder Panel

6. Action User Options

7. Configuring RE7 to talk to MS Outlook for Action Reminders

8. What is an Action Track?

9. What is Moves Management?

- Discuss Moves Management©

- Review Action Tracks as part of Moves Management©

- Why use Action Tracks

- How to create and use Action Tracks

10. Action Reports

11. How Blackbaud can Help

12. Thank You and Questions!


1. Resources:1. User Guides are accessed from within the software by selecting Help, User

Guides:

Constituent Data Entry Guide – step by step instructions with real-life examples on how to effectively utilize Actions & Action Tracks. These guides are useful when you need in-depth information about a specific area of the program. You can view guides on your computer, or you can print selected pages or entire guides.

2. Help Files are designed to give you quick answers; it contains a table of contents, index, and search features that enable you to find information about all areas of The Raiser’s Edge from a single location. To access the help file:Select Help, The Raiser’s Edge Help Topics from the menu barYou can also access the most recent pdfs of the user guides from www.blackbaud.com . Click Support, User Guides or Help, User Guides from within the software.

3. Knowledgebase (helpful tips)BB134342 – What is an Action?BB18724 – What are Action Tracks and how to create them?BB386506 – How to add independent actions to an action track



2. What is an Action?In The Raiser’s Edge, actions are specific steps you take toward securing a donation from a constituent. Actions can include meetings, mailings, telephone calls, email messages, and advocacy. Using actions, you can build a history of contacts and communication involved in creating a successful relationship with a constituent. In addition to tracking meetings, phone calls, and mailings, The Raiser’s Edge can automatically remind you days, weeks, or months before an action is scheduled to occur. You can also link action records together into an action track, which is a sequence of related actions. Action tracks help you with your moves management strategies.

Why use Actions?

Action TypesConstituent

Event

Appeal

• Establish “To-Do” Lists

• Delegate tasks to staff members

• Set up automatic reminders in RE7 and MS Outlook

• Run detailed reports on all activity!


3. How to Access Action Records

Home PageRecords Section


4. Anatomy of an Action Record

Let’s take a look!


5. Action Reminder Panel (Home Page)

Home Tab (Tools, User Options)When you open The Raiser’s Edge, you are automatically reminded of your actions on the Home page.Action Reminders can also be configured to appear in MS Outlook!


6. Action User OptionsOn the Records tab of User Options, for Action records, you can mark the Prompt for follow-up checkbox. The program will then ask if you want to add a follow-up action when you mark an action as completed. On the Home tab of User Options, we recommend you set up a panel to show constituent, event, and appeal action reminders on your Home page.


7. Configuring RE7 to talk to MS Outlook for reminders

Select Admin, Security, Users

In the “Outlook User” field, enter the name as it appears in MS Outlook


8. What is an Action Track?

An action track is a predefined sequence or series of actions assigned to a constituent, event, or appeal record. Tracks are usually a combination of independent and dependent actions. The creation of dependent actions is based on the completion of a previous independent action. Tracks simulate a hierarchal process or checklist for a constituent, event, or appeal. You can effectively use action tracks as part of your moves management strategies.


9. What is Moves Management?

Do you visit prospects, create gift proposals, solicit individuals or organizations for donations, and cultivate and steward donors? The actions you take to bring in donors, forge relationships and keep the contributions coming are known as Moves, and Moves Management, simply put, is the system of policies, procedures and practices that directs these actions.

In essence Moves = Actions.

An effective Moves Management program will improve your bottom line and facilitate a number of internal processes.

Moves Management White Paper

http://www.blackbaud.com/files/resources/downloads/WhitePaper_MovesManagementSuccess.pdf


Moves Management© DefinedSystem of monitoring, developing, and continuing relationships withdonors

Move person from suspect to prospect to donor:Identification

Qualification

Cultivation

Solicitation

Stewardship

What is Moves Management?


Effective Moves Management©

Improve bottom line and facilitate a number of internal processesCan increase success rate of every solicitor actionRemains flexible and dynamicEnhancement of:

– Constituent relationship management (CRM)– Solicitation strategy– Program and Pipeline management– Strategic analysis and execution


Action Tracks as part of Moves Management©Streamline cultivation of new donorsKeep up with current donorsConsistent fundraising approach for common segmentsManage communicationEliminate manpower of creating individual actions


Action Tracks DefinedPredefined set of actions assigned to constituent, event, or appeal record“Check list”Composed of independent and dependent actions

– Independent added individually to record– Dependent added by change in previous action


Advantages and Limitations of Action Tracks

Advantages:– Useful for stewardship– Can set up for main components of any prospect pipeline– Best for structured processes: lower and mid-level donors

Limitations:– Major donors are more individualized– Based off of specific Action fields in The Raiser’s Edge


Examples of Action TracksStewardship: Constituent makes a major gift, therefore…1. Send thank you letter from assigned solicitor2. One week following thank you letter, phone call3. Call or visit six months after thank you letter

Volunteer Coordination: Constituent expresses interest in volunteering,therefore…1. Information packet sent to prospective volunteer2. One week following, phone call to schedule training3. Training for volunteer


ABC’s of Constituent Action Tracks

Action Queries for dependent actionsBuild the TrackConstituent assignment


Action QueriesBefore we begin, we want to create Action Queries for our dependent actions

– Ex: Action Query that only looks at completed actions

Criteria: Action Information

> Completed equals Yes


Build the TrackAccess Action Tracks from the main Raiser’s Edge shellTools > Action Tracks > Define Action Tracks


Build the TrackSelect to Show tracks for Constituents, Events, or AppealsSelect NewEnter Track name


Build the Track: Define Constituent Action TrackTo add a new action to the track, select “New”New Action appears


Build the Track: Create ActionChoose the appropriate CategoryComplete the individual Action


Build the Track: Add Independent Action to Track

Save the Action – adds to Track


Build the Track: Setting ConditionsEach subsequent action is dependent upon specified conditions– For example: Completing the prior action


Build the Track: Setting Conditions

Prior action

automatically

populates in the

Based On field

Generic Action

query selected

3 Options for the date of the action


Build the Track: Action Date

Use date action is createdUse ___ from date action is created

– Define a specific period of time in days, weeks, or months following the dateaction is created

Use ___ from date of [prior action]– Define a specific period of time in days, weeks, or months following thepreceding action


Build the Track: Additional Options

• Notes

– Records to remind you of specifics

about action

• Attributes

– Qualities, characteristics, and

preferences associated with the

action


Build the Track: Subsequent Actions

Note: “Based on” action defaults to prior action, but can be changed


Subsequent Actions (cont’d)Ex: 3rd action should occur 6 months after 1st action


Subsequent Actions (cont’d)Click binoculars to choose correct action


Build the Track: Saving the Finished Track

New Action Track is now

listed with other available

tracks of that type


Constituent AssignmentTo assign Action Track to records:

– Select Tools > Action Tracks > Assign [Constituent / Event / Appeal] ActionTracks


Assign Track Wizard: Step 1Select the track to be assignedCan assign to one or group of constituents

– Based on constituent, individual, or organization query


Assign Track Wizard: Step 2Choose starting action and date


Assign Track Wizard: Step 3Final Options:

– Preview list of actions– Assign track to same constituent(s)– Link to proposal

Link to Proposal: Use binoculars to

search for existing proposal


Assign Track Wizard: Complete!After selecting parameters, click “Assign Now”If assigned successfully, confirmation message appearsOption to preview Control Report


The Track in ActionOpen constituent record > Select Actions tabFirst action appears on constituent record


The Track in Action (cont’d)Mark “Action completed on” and enter date


The Track in Action (cont’d)This causes the subsequent action(s) to appear on record


10. Action ReportsAction Detail Report – generates detailed information about selected or all actions in your database. This report is a great tool for tracking the effectiveness of your actions.Action Summary Report – generates a list of action categories enteredin your database along with a count of constituents associated with eachaction category. Because this report is a summary, constituent names do notappear. The report simply lists all your action categories with the totalnumber of constituents associated with each. Tickler Report – helps you keep track of the individuals responsible for the actions in your database. This report can be arranged based on solicitors or other users notified about an action. This report can include constituent or contact names, action start and end times, action types, the status of each action type, action priorities, action progress, and proposal information. Proposal Follow-Up Report - tracks actions taken after you present a proposal. The report can include the status and priority of the proposal. (only available with RE: Search module)


How Blackbaud Can Help

Take advantage of your Support Resources!

Email [email protected] or call 1-800-468-8996!

• Additional modules: multiple module purchases and bundled training. (RE: Search is a great tool for moves management tracking)

• Training Services: eLearning library, Distance Learning, and Training Pass

• Consulting Services: Conversion and Consulting services.

• OnDemand: Application hosting services for Blackbaud products.

• Data Enrichment Services: identify, rate, and qualify your best prospects!

For more information please contact your account manager.

mailto:[email protected]

For more information:

Contact your account manager

Phone: 800-443-9441

Email:

[email protected]

Questions? ?? ?

Thank You for joining us!

Date post:	12-Sep-2021
Category:	Documents
Upload:	others
View:	7 times
Download:	0 times

Raiserâ€™s Edge Online User Clinic

Documents