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Unlv user forum_jennifermercer_theraisersedge

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Unlv user forum_jennifermercer_theraisersedge

  1. 1. 05/01/2012 Footer 1
  2. 2. RAISER’S EDGE JENNIFER MERCER, PRODUCT MANAGER05/01/2012 Footer 2
  3. 3. THE RAISER’S EDGE Available Today Coming Attractions The Raiser’s Edge Product 7.92 Discovery • The Giving Score Raiser’s Edge mobile • Constituent Merge app tool • Query Lists • Profile information • Email and 1st class • Event Improvements social handles • Lists • Prevent Duplicates • Mobile Dashboards • Giving • Mobile Events • Actions05/01/2012 Footer 3
  4. 4. RE 7.92 - Easier to use Queries – Query lists – Where’s my query used? - Events – Better record keeping improvements - Preventing duplicates – Import, search, constituent entry and duplicate report - Export Categories - Resource Center - Providing better data about your supporters – The Giving Score05/01/2012 Footer 4
  5. 5. Q U E RY L I S T S05/01/2012 Footer 5
  6. 6. QUERY LISTS: AVAILABLE FOR CONSTITUENT, INDIVIDUAL, ORGANIZATIONAL QUERIES 1 05/01/2012 Footer 6
  7. 7. QUERY LISTS: AVAILABLE FOR CONSTITUENT, INDIVIDUAL, ORGANIZATIONAL QUERIES21 1. Automatically suppresses duplicates, default columns 2. Ability to add or remove constituent/s from the query list 3. Query List can be used every where a query is currently being used in the system 05/01/2012 Footer 7
  8. 8. QUERY LISTS 105/01/2012 Footer 8
  9. 9. WHERE IS MY QUERY BEING USED? 105/01/2012 Footer 9
  10. 10. E V E N T PA R T I C I PA N T S U P D AT E S05/01/2012 Footer 10
  11. 11. MARKING ATTENDEES & UPDATED NUMBERS ABOUT EVENT 1 205/01/2012 Footer 11
  12. 12. D U P L I C AT E P R E V E N T I O N05/01/2012 Footer 12
  13. 13. DUPLICATE PREVENTION ALGORITHM: ENHANCED SEARCH Incorporated an algorithm to prevent duplicates • Uses first name, last name, middle initial, suffix, address, phone number and email • Phone and Email have been added to Constituent Search • Used in constituent search, import and duplicate report • Prevent adding duplicate constituents individually and through import • Intelligently shows the best results • Shows the best results with the strongest matches at the top • Fuzzy search • Still returns results even if you misspell something on the record or in the search05/01/2012 Footer 13
  14. 14. NEW CONSTITUENT SEARCH 1 205/01/2012 Footer 14
  15. 15. DUPLICATE CHECK ON ADD 1 205/01/2012 Footer 15
  16. 16. IMPORT REPORT05/01/2012 Footer 16
  17. 17. 105/01/2012 Footer 17
  18. 18. DUPLICATE REPORT 1 205/01/2012 Footer 18
  19. 19. EXPORT CATEGORIES 105/01/2012 Footer 19
  20. 20. RESOURCE CENTER IN RE 1 2 305/01/2012 Footer 20
  21. 21. THE GIVING SCORE05/01/2012 Footer 21
  22. 22. THE GIVING SCORE™ Helps you raise more money by: • Giving you the power to target and identify your best supporters • Saving you time and money by knowing who to invest in • Improving efficiency with managing your supporters in RE The Giving Score™ Applies Smart Analytics to your Database: • Segments your constituents into four unique groups • Focuses cultivation and solicitation efforts on who is likely and capable to give How we do it: • Target Analytics looked at hundreds of external demographic and financial characteristics and combined that data with historical giving information from your organization to build the score05/01/2012 Footer 22
  23. 23. SCORING YOUR DATABASE05/01/2012 Footer 23
  24. 24. SCORING YOUR DATABASE05/01/2012 Footer 24
  25. 25. SCORING YOUR DATABASE05/01/2012 Footer 25
  26. 26. SCORING YOUR DATABASE 105/01/2012 Footer 26
  27. 27. SCORING YOUR DATABASE 105/01/2012 Footer 27
  28. 28. WHERE DO THE SCORES SHOW UP IN RE? 2 105/01/2012 Footer 28
  29. 29. GIVING SCORE DASHBOARDS 1 2 305/01/2012 Footer 29
  30. 30. GIVING SCORE QUERY1 23 4 5 8 7 6 05/01/2012 Footer 30
  31. 31. RESOURCES YOU CAN USE TODAY • “Start Learning” video tutorials available on www.blackbaud.com/startlearning • WealthPoint searches now included in premium maintenance plans - Advantage Professional: 100 free searches per year - Advantage Priority: 250 free searches per year • Get involved with Product Discovery - Sign up: www.blackbaud.com/discovery05/01/2012 Footer 31
  32. 32. P R E V I E W O F T H E R E M O B I L E A P P L I C AT I O N05/01/2012 Footer 32
  33. 33. BLACKBAUD NEWS: MOBILE FUNCTIONALITY Data Portability - Optimized presentation of constituent information for smartphone - Up-to-date information for constituent profiles—no more printing static copies - Access recent gift data - No more lugging around binders or laptops - Add constituents as Favorites for offline access - Leverage native smartphone functions like click-to-call, mapping, email, text Ease of Update - Meet users where they are used to working - Add/edit notes and call reports on the road—right into the constituent record - Complete your assigned actions and add new actions Targeted Release Date: 1H1205/01/2012 Footer 33
  34. 34. BLACKBAUD NEWS: MOBILE FUNCTIONALITY Prototype products you will be seeing are under development and are subject to change prior to commercial release. Targeted Release Date: 1H1205/01/2012 Footer 34
  35. 35. WHAT IS PRODUCT DISCOVERY? A partnership with you • Discovery is the method used to learn about needs for product changes or enhancements • Identify a product that is valuable, usable, feasible, and most importantly, enables you to spend more time on your mission Not everything in Discovery will become a “coming attraction” • We may learn that it is not that important to you • We may learn that it isn’t what we thought it was How can you get involved? • Sign up to be part of our product discovery sessions www.blackbaud.com/discovery05/01/2012 Footer 35

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