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TIPS & TRICKS

IN THE RAISER’S EDGE




                1
RE/WEALTHPOINT INTEGRATION




                     2
RE/WEALTHPOINT INTEGRATION




                     3
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!




            Screenshot from Tools menu, Action Tracks,
               Define Action Tracks4
DEFAULTS SAVE TIME!




                      5
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
  - Check RE:Admin to see if you do
• Use it for:
  - Automatically E-mailing information
  - Exporting data to a network folder
  - Sending correspondence




                                           6
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
  - 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




                                       7
RE:QUEUE




           8
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
 - 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




                                        9
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)




                                     10
ENCOURAGE STAFF ADOPTION WITH CUSTOM VIEWS




                    11
START WITH A BLANK SCREEN




                     12
DRAG & DROP THE FIELDS YOU WANT




                     13
SWITCHING INTO A CUSTOM VIEW




                      14
USING FRAMES




               15
ROLLUP LINKS
• 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




                                     16
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
  - Great for commitment-phobes
• A simple 3 step process makes pivot reports a reality
  for you




                          17
STEP 1: USE QUERY OUTPUT




                      18
STEP 2: IN REPORTS, CREATE A PIVOT REPORT




                          19
STEP 3: DRAG & DROP REPORTING!




                      20
GROUPING BASED ON WEALTHPOINT DATA




                    21
GROUPS BASED ON PROSPECT RATINGS




                    22
COMMANDS AND OPTIONS…


                         Change the name of
                           fields and colums




Change the way
  numbers are
  formatted

                    23
TIP: USE GIFT DATE BREAKDOWN




                      24
USE PERCENT OF ROW TOTAL




                     25
SWITCH TO PERCENT OF COLUMN




                    26
TIP: USE THE FIELDS AND TOTALS THE REPORT GIVES
YOU




                      27
CREATE YOUR OWN TOTAL!




                     28
CHART THE DATA AUTOMATICALLY




                     29
BONUS SECTION! BBNC TRICKS:
AUTOMATE GENERAL CORRESPONDENCE




                   30
BBNC TRICKS: USING SCHEDULED EMAIL




                     31
BBNC TRICKS: CUT DOWN ON TOTAL EMAILS WITH
CONDITIONAL CONTENT (BASED ON QUERIES)




                      32

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Tricks and tips_re

  • 1. WELCOME TIPS & TRICKS IN THE RAISER’S EDGE 1
  • 4. 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! Screenshot from Tools menu, Action Tracks, Define Action Tracks4
  • 6. 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 - Check RE:Admin to see if you do • Use it for: - Automatically E-mailing information - Exporting data to a network folder - Sending correspondence 6
  • 7. 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 - 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 7
  • 9. 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 - 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 9
  • 10. 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) 10
  • 11. ENCOURAGE STAFF ADOPTION WITH CUSTOM VIEWS 11
  • 12. START WITH A BLANK SCREEN 12
  • 13. DRAG & DROP THE FIELDS YOU WANT 13
  • 14. SWITCHING INTO A CUSTOM VIEW 14
  • 16. ROLLUP LINKS • 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 16
  • 17. 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 - Great for commitment-phobes • A simple 3 step process makes pivot reports a reality for you 17
  • 18. STEP 1: USE QUERY OUTPUT 18
  • 19. STEP 2: IN REPORTS, CREATE A PIVOT REPORT 19
  • 20. STEP 3: DRAG & DROP REPORTING! 20
  • 21. GROUPING BASED ON WEALTHPOINT DATA 21
  • 22. GROUPS BASED ON PROSPECT RATINGS 22
  • 23. COMMANDS AND OPTIONS… Change the name of fields and colums Change the way numbers are formatted 23
  • 24. TIP: USE GIFT DATE BREAKDOWN 24
  • 25. USE PERCENT OF ROW TOTAL 25
  • 26. SWITCH TO PERCENT OF COLUMN 26
  • 27. TIP: USE THE FIELDS AND TOTALS THE REPORT GIVES YOU 27
  • 28. CREATE YOUR OWN TOTAL! 28
  • 29. CHART THE DATA AUTOMATICALLY 29
  • 30. BONUS SECTION! BBNC TRICKS: AUTOMATE GENERAL CORRESPONDENCE 30
  • 31. BBNC TRICKS: USING SCHEDULED EMAIL 31
  • 32. BBNC TRICKS: CUT DOWN ON TOTAL EMAILS WITH CONDITIONAL CONTENT (BASED ON QUERIES) 32