1. AGENDA
9am to 10am
Welcome
Jeremy Vanscoy, Toney Boor and Mike Rusche
10am to 10:15am
10:15am to 11:30am
11:30am to 1pm
1pm to 2:15pm
2:15pm to 2:30pm
2:30pm to 3:45pm
4pm to 4:15pm
Break
Breakout Sessions
Lunch and Tour of Blackbaud Indy offices
Breakout Sessions
Break
Breakout Sessions
Prizes!

2. ETAP USER GROUP
November 14, 20113
Indianapolis, IN
Mike Rusche, eTapestry Product Manager

3. TWEET ABOUT YOUR SESSION
#ETAPHORIZON
#BLKBETAP
#MRUSCHE
#ETAPUSERGROUP

4. Introductions

5. Introductions
Mike Rusche
Has been with Blackbaud 14 Years
Product Manager for the eTapestry software.
Started when eTapestry was first developed. Initially did
everything (sales, finance, take the trash out) and then moved
on to head up Support, Training and eventually eCommerce
before moving over to Product Management.

6. Introductions
Lisa Wang
Uses eTap 3 days a week on average
Works for a Social Outreach Program
Is the main user of eTap, but also coordinates the volunteer
program and picks up the mail and answers the phone and
buys the office supplies and, and, and and you get the picture.
Oh did I mention she only “30 hours” per week.

7. Introductions
Leanne Waters
Uses eTap 5 days a week
Works for a Healthcare Foundation
Logs into eTap when she arrives in the morning and is in it
until she shuts down her computer to leave.
Is the main user, who is responsible for all things eTap from
making sure that gifts get in to running reports for the board to
everything in-between. She is all eTapestry all the time.

8. Focus on the Customer
I don’t need a
software, I need a
tool that works
with me to help me
get my job done. A
tool that is
powerful and
efficient to use.
I need something
that is easy to
learn and use.
Something that
gives me the same
power as a larger
organization
without all the cost.

9. Focus on the Customer
Two very different users
Two very different organizations
No extra time to struggle with their software.
Same types of challenges when it comes to their donor
management software.

10. How is Blackbaud Helping?

11. Blackbaud is helping
Organizations By:
Conducting Discovery
www.blackbaud.com/discovery

12. Blackbaud is helping
Organizations By:
Talking to customers

13. Blackbaud is helping
Organizations By:
Iterating, Iterating, Iterating

14. Blackbaud is helping
Organizations By:
Engineering to solve a need.

15. Blackbaud is helping
Organizations By:
Releasing updates to eTapestry that save
time and anticipate your needs.

16. Let’s Look at how Blackbaud is
Helping

17. Blackbaud is Helping With….
Easier Navigation
Dynamic Search
Embedded DIY Pages
Visual Updates
Outlook Integration Update

18. Easier Navigation
The new menu is
a real time saver
for navigating all
the different
places I need to
go in eTap!!
This new menu
is so much
easier to
remember when
I don’t login
everyday!

19. Dynamic Search
I love the
Dynamic Search
because it gets
me to the
account I am
looking for more
quickly.
Less clicks
means saved
time and I need
all the time I can
get!

20. Dynamic Search
It would be great
if I could go to
the journal right
from that search
drop down box.

21. DIY Embedded Pages DIY embedded
Now that is what
I am talking
about
Blackbaud.
Giving me a tool
that really helps!
forms gives me a
donation form that
looks like our
website without
the big cost.

22. Visual Updates
My eyes
thank you!
The new look is
fresh and clean.
Looks like a
whole new
product!

23. Outlook Integration Update
Thank you
Blackbaud for
making my new
Outlook version
work with
Blackbaud!

24. And more to come!

25. Printing in eTapestry
I just want to hit a
button to print
what I am looking
at on the screen.

26. NCOA Integration
I need to run
an NCOA on
my records.
Can eTap
help me with
that?

27. Gift Entry
I enter a lot of gifts.
There has to be a
better way to do
that without all of
those extra fields.
Do I have to see all
of them?
Is that really and
accordion menu?
Really, what
does “Final”
mean?

28. Gift Entry

29. Gift Entry
Updating an
accounts
address from
the gift screen
equals TIME
SAVER!
Thank you for
only showing me
the fields I have
to enter.

30. So What is Next?

31. So What is Next?
I have more and
more donors
asking me about
being able to
donate from their
phone. Can you
help?
Is there any way
we could process
credit cards via a
mobile device?
That would be
great when we are
at an event!

32. eTapestry, Ecommerce and
Mobile
Integration with Blackbaud Mobile Pay.
DIY Pages Mobile Compatible

33. So What is Next?
I wish I had a better
understanding of
the whole Social
Media thing. How
do I connect with
my donors that
way?

34. Social Media and eTapestry
•
How many of you know someone who
uses some type of social media?
• How many of you use some type of social
media?
• How many of you keep your social media
profile up-to-date?
• In a “life event”, how many of you would
update your social media account before
you updated your bank?

35. Social Media and eTapestry
What is the “issue” our customers are
trying to solve with Social Media?
• What information do our customers want
brought in from Social Media into
eTapestry?
• How do our customers want eTapestry to
interact with Social Media?
•

36. So What is Next?
Seems like we
work so hard to
get a donor and
then we lose
them so quickly!

37. Donor Retention
•
For every 100 donors, organizations
gained in 2012, they lost 105 donors.*
• How many of you know your current
donor retention rate?
• Do you know how much it costs to acquire
a new donor vs keeping an existing
donor?
• Would you do something to try and keep
a donor if you knew they were ready to
stop giving to your organization?
*FEP Final Report 2013

38. Donor Retention
•
What do our customers want to see about
a donor’s retention “status”?
• How would our customers use that
information?
• What actions do our customers want to
take once they know that information?
*FEP Final Report 2013

39. So How is Blackbaud Helping?

40. So What is Next?
Discover, Design and Engineer items that:
• Save you time
• Save you money
• Connect you with your donors
• Make eTapestry a tool and not just a product

41. TWEET ABOUT YOUR SESSION
#ETAPHORIZON
#BLKBETAP
#MRUSCHE
#ETAPUSERGROUP