Want to create an amazing eNewsletter in Blackbaud NetCommunity, but need some quick tips to get started? Our Blackbaud NetCommunity expert will walk you through tools and techniques you can use to make sending and managing your eNewsletters a success.

1. Extra! Extra! Read All About
It! Managing eNewsletters
and Subscriptions in
Blackbaud NetCommunity™
NAOMI HARDING

2. Tweet this now
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#LearnLab
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#NaomiHarding
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3. Agenda
• Discuss the difference between emails and newsletters in
Blackbaud NetCommunity
• Set up constituent attributes to manage newsletter subscriptions
• Configure the User Email Preferences Form to include constituent
attributes
• Use email messages to send newsletters
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4. Overview
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Blackbaud
NetCommunity
™
Constituents
Because your data is Newsletters
integrated, you can
customize newsletter content
for different segments of your
constituent base.
You keep the right people
informed by sending
electronic newsletters to
people who are connected
to your organization.

5. Newsletters vs. Emails
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6. Solicited vs. Unsolicited Communication
• Sent only when constituents request to receive emails.
• Constituents must sign up to receive the emails.
• Sent regardless of whether constituents request email.
• Constituents must opt out to avoid receiving emails.
• Links to Unsubscribe and your organization’s Privacy Policy are
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mandatory.

7. Newsletter Versus Email
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Constituents
Newsletters
Unlike the Newsletter feature, the Email feature allows
Emails you to choose your recipient list.

8. Managing Newsletter Subscriptions
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9. Newsletter Process
+ =
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Create a User Email
Preferences Form part
that includes a
constituent attribute
Create a constituent email list using
a Raiser’s Edge query that groups
constituents with the specific
constituent attribute from the User
Email Preferences Form
Create an email that links to the
User Email Preferences Form
part and the constituent email list

10. Creating Constituent Attributes
• Use the Data Type of Yes/No or
Table.
• For attributes with the Data Type of
Yes/No, you must select the Allow
Only 1 per Record checkbox.
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11. Adding Attributes to a Constituent
Record
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• Can be manually or
globally added on the
Attributes tab of
existing constituent
records.
• Can be an opt-in
option in Blackbaud
NetCommunity.

12. Making Attributes Available in
Blackbaud NetCommunity
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You can select The
Raiser’s Edge
constituent attributes
to use in Blackbaud
NetCommunity.

13. Demonstration
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14. Setting up the User Email
Preferences Form Part
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On the Design tab of the
User Email Preferences
Form part, you can select
the attributes to include and
enter a caption for each.

15. Demonstration
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16. Practice
• Create a User Email Preferences Form part.
• Name the part [initials]bbcon News.
• Include the eNews attribute on the form.
• Enter the caption: Which eNewsletters would you like to
receive?
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17. Using Raiser’s Edge Queries to Create
Email Lists
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In the Query area of The
Raiser’s Edge, you can
group constituent records
by constituent attributes.

18. Creating Email Lists with Raiser’s Edge
Queries
• You can add a Raiser’s Edge
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query to a Blackbaud
NetCommunity list.
• Lists are located under the
Email menu.

19. Using Email Messages to Send
Newsletters
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20. Using Email Messages to Send
Newsletters
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You can use a template
to create your newsletter
email message.

21. Demonstration
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22. Practice
• Copy the eNewsletter template for use in an email message.
• Name the newsletter [Initials] – bbcon – News
• Enter a default subject, from name, and from address.
• Change the data source to Constituent.
• Link to the Privacy Policy and Unsubscribe pages.
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23. Summary
• Discuss the difference between emails and newsletters in
Blackbaud NetCommunity
• With Emails, you can send newsletters to a specific group
• Set up constituent attributes to manage newsletter subscriptions
• Create constituent attributes using Table or Yes/No for the Data Type
• Manage the attribute on the Attributes tab of constituent records
• Configure the User Email Preferences Form to include constituent
attributes
• Under the Constituent attribute options area, you can select the
attributes to include on the form part
• If applicable, you can enter a caption for the attributes
• Use email messages to send newsletters
• Create an email list using a Raiser’s Edge query of constituents who want
to received a newsletter
• Use the eNewsletter email template to design and send a newsletter
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24. Steps to Make Attributes Available in
Blackbaud NetCommunity
1 On the Administration menu, click Sites & Settings.
2 Navigate to the Constituent Attributes area.
3 Select the checkbox for the attribute.
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25. Steps to Use Constituent Attributes in a
User Email Preferences Form Part
1 On the Create menu, click New part.
2 Select the User Email Preferences Form part type.
3 Enter a part name and additional part information.
4 Click Next.
5 Under Constituent attribute options, select the Include checkbox for
the attribute.
6 If applicable, enter a caption.
7 Enter additional part information.
8 Click Save.
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26. Steps to Create a Newsletter Using an
Email Template
1 On the Email menu, click Templates.
2 Select the eNewsletter Template, and then click the copy button under
Action.
3 Enter the properties for the newsletter.
4 Click Save.
5 Design your newsletter and enter content.
6 Enter the message information.
7 Send a test email.
8 Send a final email.
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27. Are you pumped up and ready to go?
Don’t forget to complete
a session survey!
Each completed survey enters you into a drawing to win a
complimentary registration to bbcon 2015 in Austin, Texas*.
*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be
exchanged, applied to, or combined with any other offer.
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28. Training and Certification
Make Your Daily Tasks Easier
Execute Faster
Increase Your Effectiveness
Visit the Expo’s Training Booth
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