Tricks and tips_re

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Tricks and tips_re

  1. 1. WELCOMETIPS & TRICKSIN THE RAISER’S EDGE 1
  2. 2. RE/WEALTHPOINT INTEGRATION 2
  3. 3. RE/WEALTHPOINT INTEGRATION 3
  4. 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
  5. 5. DEFAULTS SAVE TIME! 5
  6. 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. 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
  8. 8. RE:QUEUE 8
  9. 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. 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. 11. ENCOURAGE STAFF ADOPTION WITH CUSTOM VIEWS 11
  12. 12. START WITH A BLANK SCREEN 12
  13. 13. DRAG & DROP THE FIELDS YOU WANT 13
  14. 14. SWITCHING INTO A CUSTOM VIEW 14
  15. 15. USING FRAMES 15
  16. 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. 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. 18. STEP 1: USE QUERY OUTPUT 18
  19. 19. STEP 2: IN REPORTS, CREATE A PIVOT REPORT 19
  20. 20. STEP 3: DRAG & DROP REPORTING! 20
  21. 21. GROUPING BASED ON WEALTHPOINT DATA 21
  22. 22. GROUPS BASED ON PROSPECT RATINGS 22
  23. 23. COMMANDS AND OPTIONS… Change the name of fields and columsChange the way numbers are formatted 23
  24. 24. TIP: USE GIFT DATE BREAKDOWN 24
  25. 25. USE PERCENT OF ROW TOTAL 25
  26. 26. SWITCH TO PERCENT OF COLUMN 26
  27. 27. TIP: USE THE FIELDS AND TOTALS THE REPORT GIVESYOU 27
  28. 28. CREATE YOUR OWN TOTAL! 28
  29. 29. CHART THE DATA AUTOMATICALLY 29
  30. 30. BONUS SECTION! BBNC TRICKS:AUTOMATE GENERAL CORRESPONDENCE 30
  31. 31. BBNC TRICKS: USING SCHEDULED EMAIL 31
  32. 32. BBNC TRICKS: CUT DOWN ON TOTAL EMAILS WITHCONDITIONAL CONTENT (BASED ON QUERIES) 32

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