Crossing Over from Custom to Crystal Reports in The Raiser's EdgeBlackbaud
This document discusses transitioning from canned to custom to crystal reports in The Raiser's Edge. It recommends starting with a static query to pull the needed outputs, then practicing with pivot reports to learn basic crystal report structure. The document stresses that crystal reports can be complex but not to be afraid, and that help is available from Blackbaud.
This document provides tips and tricks for using The Raiser's Edge software. It discusses using action tracks to define and assign processes, taking advantage of defaults to save time, and automating tasks using RE:Queue such as emailing information to staff on the road. It also covers integrating The Raiser's Edge with Microsoft Exchange and handheld devices, encouraging staff adoption through custom views, and using pivot reports and charts to analyze wealthpoint data.
Queries, Exports, Reports: Where to go in The Raiser's EdgeBlackbaud
This document summarizes a presentation about data extraction tools in Raiser's Edge, including queries, reports, exports, and mail. It discusses features of each tool and provides examples of how to use output queries from reports to create filtered lists for mailings or attribute updates. Specifically, it outlines how to identify donors eligible for an "Asterisk Appeal" mailing based on consecutive years of giving and non-donation in the current year.
Manage a Recurring Gift Process and Implement PCI Compliance with The Raiser’...Blackbaud Pacific
In this powerpoint Kaine Costello, Blackbaud Pacific's Enterprise Account Manager, provides an introduction of PCI compliance and an overview and demonstration of The Raiser's Edge payment processing.
For more information on the Blackbaud Payment Services please contact sales@blackbaud.com.au.
What It Takes to be a Great Fundraising Database AdministratorBlackbaud
This document outlines what it takes to be a great fundraising database administrator (DBA). It discusses that DBAs should have an educated, motivated, and professional attitude. It identifies 9 key areas a great DBA needs: attitude, soft skills, hard skills, training, documentation, relationships, technology, fundraising, and advancement services. It provides many resources for DBAs to develop skills in each area, such as training programs, documentation tutorials, industry groups, and professional organizations. The conclusion emphasizes that a great DBA needs to be well-rounded and donor-oriented by developing strengths across many areas.
Align Your Workflow in the Raiser's Edge for Maximum ImpactBlackbaud
The document discusses configuring workflows in Raiser's Edge for maximum impact. It recommends focusing on outcomes by understanding stakeholders' objectives and key processes. Intelligently designing workflows involves mapping processes and getting input from stakeholders. Tools like Raiser's Edge can then be configured to support the designed workflows, with batch templates, record hierarchies, and queries to ensure data integrity.
This document provides an overview and agenda for a session on using appeal codes in The Raiser's Edge. The session will cover the basics of appeals and packages, best practices for recording appeals and packages, and scenarios where the ideal process does not work. Recording appeals and packages correctly to the constituent and gift records is important for accurate analysis and reporting. Questions from attendees on specific appeal scenarios will also be discussed.
Identify, Research and Cultivate Major Gifts with The Raiser’s Edge Prospect ...Blackbaud Pacific
In this powerpoint Ray Villarica, Blackbaud Pacific's Higher Education Manager as he provides an overview and demonstration of the RE:Prospect Research module.
For more information on the RE:Prospect module please contact sales@blackbaud.com.au.
Crossing Over from Custom to Crystal Reports in The Raiser's EdgeBlackbaud
This document discusses transitioning from canned to custom to crystal reports in The Raiser's Edge. It recommends starting with a static query to pull the needed outputs, then practicing with pivot reports to learn basic crystal report structure. The document stresses that crystal reports can be complex but not to be afraid, and that help is available from Blackbaud.
This document provides tips and tricks for using The Raiser's Edge software. It discusses using action tracks to define and assign processes, taking advantage of defaults to save time, and automating tasks using RE:Queue such as emailing information to staff on the road. It also covers integrating The Raiser's Edge with Microsoft Exchange and handheld devices, encouraging staff adoption through custom views, and using pivot reports and charts to analyze wealthpoint data.
Queries, Exports, Reports: Where to go in The Raiser's EdgeBlackbaud
This document summarizes a presentation about data extraction tools in Raiser's Edge, including queries, reports, exports, and mail. It discusses features of each tool and provides examples of how to use output queries from reports to create filtered lists for mailings or attribute updates. Specifically, it outlines how to identify donors eligible for an "Asterisk Appeal" mailing based on consecutive years of giving and non-donation in the current year.
Manage a Recurring Gift Process and Implement PCI Compliance with The Raiser’...Blackbaud Pacific
In this powerpoint Kaine Costello, Blackbaud Pacific's Enterprise Account Manager, provides an introduction of PCI compliance and an overview and demonstration of The Raiser's Edge payment processing.
For more information on the Blackbaud Payment Services please contact sales@blackbaud.com.au.
What It Takes to be a Great Fundraising Database AdministratorBlackbaud
This document outlines what it takes to be a great fundraising database administrator (DBA). It discusses that DBAs should have an educated, motivated, and professional attitude. It identifies 9 key areas a great DBA needs: attitude, soft skills, hard skills, training, documentation, relationships, technology, fundraising, and advancement services. It provides many resources for DBAs to develop skills in each area, such as training programs, documentation tutorials, industry groups, and professional organizations. The conclusion emphasizes that a great DBA needs to be well-rounded and donor-oriented by developing strengths across many areas.
Align Your Workflow in the Raiser's Edge for Maximum ImpactBlackbaud
The document discusses configuring workflows in Raiser's Edge for maximum impact. It recommends focusing on outcomes by understanding stakeholders' objectives and key processes. Intelligently designing workflows involves mapping processes and getting input from stakeholders. Tools like Raiser's Edge can then be configured to support the designed workflows, with batch templates, record hierarchies, and queries to ensure data integrity.
This document provides an overview and agenda for a session on using appeal codes in The Raiser's Edge. The session will cover the basics of appeals and packages, best practices for recording appeals and packages, and scenarios where the ideal process does not work. Recording appeals and packages correctly to the constituent and gift records is important for accurate analysis and reporting. Questions from attendees on specific appeal scenarios will also be discussed.
Identify, Research and Cultivate Major Gifts with The Raiser’s Edge Prospect ...Blackbaud Pacific
In this powerpoint Ray Villarica, Blackbaud Pacific's Higher Education Manager as he provides an overview and demonstration of the RE:Prospect Research module.
For more information on the RE:Prospect module please contact sales@blackbaud.com.au.
This document discusses how to use Raiser's Edge and action tracks to manage prospects through various stages from identification to cultivation, solicitation, and stewardship. Key tools include queries and reports to identify prospects, documenting research findings, tracking prospect ratings and statuses, creating action tracks to engage prospects according to strategic plans, and monitoring progress through action reports and dashboards. Action tracks make the process more efficient by stringing individual actions together, setting dependencies between actions, and automatically triggering follow-ups.
Event Management Tips and Time Savers in The Raiser’s EdgeBlackbaud
Feel like you’re running out of time to plan your event? We can’t stop the clock, but our experts can share tips and tricks for making your next event run smoothly. Learn how with The Raiser’s Edge you can quickly and easily manage all of your event needs.
If you attended bbcon, you'll know that it was 'standing room only' for Cath Hoban's session.
The Head of Fundraising for The Wilderness Society took us on an exploration of how a Fairy Possum (along with a kick-ass content and asking strategy) helping them generate an additional $77,011 in e-appeal cash donations from 1,499 new donors.
If like many organisations, you're facing a major headwind change in the F2F market, then don't miss Cath's tips for acquiring regular givers online using your Blackbaud technology.
Ignite Session: Tips & Tricks in The Raiser's EdgeBlackbaud
The document summarizes an "Ignite Session" presentation on tips and tricks for using The Raiser's Edge fundraising software. The presentation aimed to generate awareness and stimulate thought on useful features in The Raiser's Edge. Over 30 ideas were presented in a fast-paced 75 minute session by one presenter who consumed 3 Mountain Dews and 4 cups of coffee. Key areas covered included homepage navigation, record viewing options, batch data entry, querying, exporting, and mobile applications. The presentation encouraged participants to share what they learned on social media with the hashtags #BBCON and #REIGNITE.
Raiser's Edge allows users to manage donor relationships from identification through cultivation and solicitation using tools like actions, action tracks, and reporting. Actions track individual donor touches, while action tracks string together single actions into coordinated moves strategies. Action tracks can be assigned to donors and include dependent actions that are triggered by the completion or outcome of previous actions. Reporting and dashboards provide oversight of staff activities and help monitor the effectiveness of different moves. The goal is to empower staff to strategically engage donors at each stage and guide relationships toward increased support over time.
The Raiser's Edge Geek Module 3.0 UpgradeBlackbaud
The document announces an upgrade to The Raiser's Edge software presented by several individuals. It promotes the Raiser's Edge Geeks website and encourages attendees of the presentation to complete a survey for a chance to win registration for a future conference in Austin, Texas. The purpose is to inform about a software upgrade and gain feedback through surveying attendees.
Best Practices in Raiser's Edge Data Integrity ManagementBlackbaud
The document discusses best practices for maintaining data integrity in Raiser's Edge. It recommends developing guiding principles, standards, and a comprehensive program to regularly audit data and check for errors. This includes identifying tools to report errors, developing a suite of error-checking reports, and working with a team to implement the program and publish reports on a consistent basis. The goal is to commit to having clean, accurate data and to continuously monitor for issues.
Kick Your Raiser's Edge Standard Reports and Mailings Up a NotchBlackbaud
This document provides an introduction to Elizabeth Oswalt and John McManus, who will be presenting on taking Raiser's Edge standard reports and mailings to the next level. The objectives of the presentation are to review the benefits of using advanced tools to enhance standard RE reports and mailings, demonstrate practical scenarios involving constituent profiles, acknowledgement letters, and analytical reports, and have an interactive exchange of ideas. The benefits highlighted include being low or no cost, relying on out of the box functionality, being reliable without data manipulation, and being upgrade compatible without needing advanced reporting skills.
This document discusses key performance indicators (KPIs) for measuring agile projects. It begins by defining metrics and KPIs, noting that KPIs should be tied to strategic objectives and have defined targets. It then discusses characteristics of good KPIs and provides examples of both traditional and agile KPIs related to time, effort, scope, and quality. The document cautions that too many KPIs can be useless and advocates keeping metrics simple. It also discusses challenges like cheating on metrics and provides tips for using tools and dashboards to effectively measure agile performance.
Philanthropy by the Numbers: The story behind the statsBlackbaud
In our latest edition of npEXPERTS, top thought leaders from across the industry share their perspective on the latest trends and what's next for the social good industry.
npEXPERTS 2016: Philanthropy by the NumbersBlackbaud
This document contains statistics from various reports about the nonprofit sector. It discusses topics such as the percentage of nonprofits without strategic plans, the percentage of grants approved by different types of foundations, the percentage of constituents' email addresses nonprofits are missing, and projections for smartphone users by 2020. Throughout it emphasizes the importance of leadership, data, outcomes measurement, stewardship, and adapting to trends in digital engagement and fundraising.
5 Tips for Fundraising in an Election YearBlackbaud
This document provides 6 tips for nonprofit fundraising during an election year. The tips emphasize retaining existing donors and reinstating lapsed donors, assessing the climate to build acquisition and reinstatement strategies based on 2016 fundraising aggression and consumer confidence heading into fall, aligning advocacy and fundraising teams internally towards shared goals, rallying advocates around the cause and galvanizing supporters through opt-ins, segmentation, and personalized outreach, paying attention to donors' political engagement especially for major donors and issues related to the election year's debates, and downloading a full report for more nonprofit insight during the election season.
Anatomy of the Perfect Private School Landing PageBlackbaud
This document discusses the anatomy and design of effective private school landing pages. It outlines seven principles of conversion-centered design for landing pages, including encapsulation, contrast, directional cues, whitespace, urgency, social proof, and testing. The document provides examples of landing pages from Darlington School and Proctor Academy that improved their conversion and lead generation rates. It highlights how tailored content and nurturing prospects at different stages of inquiry can increase applications, visits, and enrollment.
Financial Edge NXT is a new cloud-based accounting software from Blackbaud that offers intuitive design, reliable technology, and fully integrated functionality. The presentation reviewed Blackbaud's vision for Financial Edge NXT, the product roadmap, and how customers can prepare for the transition. Key highlights include a phased release schedule for new features, an emphasis on ease of use and collaboration, and professional services to help customers analyze their data and plan their migration to the new software platform.
Here are the key points I would highlight in telling the story of ROI with Raiser's Edge NXT:
1. Consolidate disparate systems and vendors onto one integrated platform, reducing total cost of ownership.
2. Eliminate ongoing IT maintenance costs like server hardware refreshes, backups, downtime expenses with a fully hosted cloud solution.
3. Leverage built-in data enrichment tools to identify more donors, increase response rates, and reduce mail costs.
4. Utilize online fundraising and marketing automation tools to drive more ongoing annual revenue.
5. Quantify potential increased identification of major donors and associated increased major gift revenue.
6. Obtain a cost quote from your Blackbaud
The document summarizes a school's viral video success story about announcing a snow day. It describes how the school created a parody video of "Let It Go" featuring the head of school to announce a snow day. The clever and timely video went viral globally with over 3.7 million YouTube views. Key to its success was capturing people's interest with something unique and shareable at the right moment. While going viral is hard to predict or replicate, the school believes it is still worth trying creative ideas to engage their community and increase online attention, even if large-scale virality is not achieved.
What You Should be Doing with Master Schedule but May Not Know Blackbaud
This document provides tips and instructions for using the Master Schedule feature in Blackbaud's Education Edge software. It discusses creating classes and sections, setting scheduling rules to connect classes, loading students into homeroom classes, generating student schedules, saving scheduling scenarios for different points in time, finding courses to fill holes in a student's schedule, tracking schedule changes, and some extra tips for finding free teachers and rooms and viewing student schedules. The key steps covered are creating classes and sections based on target numbers, setting up scheduling rules to connect courses, loading students into homeroom classes, generating and saving student schedules, and tracking any schedule changes over time.
During this presentation, Kristen Power discusses trends in financial aid and affordability. She examines who is currently receiving financial aid, noting that applicants come from a wider range of incomes than in the past. She also analyzes how tuition growth has outpaced income growth, challenging affordability. Finally, she considers strategies like diversifying financial aid funding sources and articulating a school's broader benefits to address affordability issues.
The Ripple Effect of Successful ImplementationBlackbaud
This document discusses implementing a new school administration simulation. Participants are asked to name their school, identify hurdles like faculty technology ability, weaknesses like parent/student communication, and how features could help. They must also address scenarios like a student in academic jeopardy, a student missing class due to stomach issues, and resistant veteran teachers. Participants are asked what new tool the school should implement and when based on those affected.
Using Hacks to Create Consistent and Awesome Video Content for Your Admission...Blackbaud
This document provides tips for using video effectively in college admissions. It recommends starting small with narrow focuses like answering frequently asked questions or showing campus facilities. Constraints like using readily available equipment like phones and GoPros can help get started easily. Crowdsourcing footage from students and alumni helps show a human side. Data from views can show what content is helpful for audiences. The overall message is that video can help build emotional connections if it focuses on people over promotions and tells the school's story in an authentic way.
The document discusses the changing dynamics of families applying for financial aid. It notes that applicant families now have higher incomes and net worth. These "new financial aid families" are more assertive, entrepreneurial, and accustomed to influence over decisions. This is reshaping how schools provide financial aid. Schools must reshape policies, budgets, and communications to meet the needs of these evolving applicant families and increase participation in the financial aid process.
This document discusses how to use Raiser's Edge and action tracks to manage prospects through various stages from identification to cultivation, solicitation, and stewardship. Key tools include queries and reports to identify prospects, documenting research findings, tracking prospect ratings and statuses, creating action tracks to engage prospects according to strategic plans, and monitoring progress through action reports and dashboards. Action tracks make the process more efficient by stringing individual actions together, setting dependencies between actions, and automatically triggering follow-ups.
Event Management Tips and Time Savers in The Raiser’s EdgeBlackbaud
Feel like you’re running out of time to plan your event? We can’t stop the clock, but our experts can share tips and tricks for making your next event run smoothly. Learn how with The Raiser’s Edge you can quickly and easily manage all of your event needs.
If you attended bbcon, you'll know that it was 'standing room only' for Cath Hoban's session.
The Head of Fundraising for The Wilderness Society took us on an exploration of how a Fairy Possum (along with a kick-ass content and asking strategy) helping them generate an additional $77,011 in e-appeal cash donations from 1,499 new donors.
If like many organisations, you're facing a major headwind change in the F2F market, then don't miss Cath's tips for acquiring regular givers online using your Blackbaud technology.
Ignite Session: Tips & Tricks in The Raiser's EdgeBlackbaud
The document summarizes an "Ignite Session" presentation on tips and tricks for using The Raiser's Edge fundraising software. The presentation aimed to generate awareness and stimulate thought on useful features in The Raiser's Edge. Over 30 ideas were presented in a fast-paced 75 minute session by one presenter who consumed 3 Mountain Dews and 4 cups of coffee. Key areas covered included homepage navigation, record viewing options, batch data entry, querying, exporting, and mobile applications. The presentation encouraged participants to share what they learned on social media with the hashtags #BBCON and #REIGNITE.
Raiser's Edge allows users to manage donor relationships from identification through cultivation and solicitation using tools like actions, action tracks, and reporting. Actions track individual donor touches, while action tracks string together single actions into coordinated moves strategies. Action tracks can be assigned to donors and include dependent actions that are triggered by the completion or outcome of previous actions. Reporting and dashboards provide oversight of staff activities and help monitor the effectiveness of different moves. The goal is to empower staff to strategically engage donors at each stage and guide relationships toward increased support over time.
The Raiser's Edge Geek Module 3.0 UpgradeBlackbaud
The document announces an upgrade to The Raiser's Edge software presented by several individuals. It promotes the Raiser's Edge Geeks website and encourages attendees of the presentation to complete a survey for a chance to win registration for a future conference in Austin, Texas. The purpose is to inform about a software upgrade and gain feedback through surveying attendees.
Best Practices in Raiser's Edge Data Integrity ManagementBlackbaud
The document discusses best practices for maintaining data integrity in Raiser's Edge. It recommends developing guiding principles, standards, and a comprehensive program to regularly audit data and check for errors. This includes identifying tools to report errors, developing a suite of error-checking reports, and working with a team to implement the program and publish reports on a consistent basis. The goal is to commit to having clean, accurate data and to continuously monitor for issues.
Kick Your Raiser's Edge Standard Reports and Mailings Up a NotchBlackbaud
This document provides an introduction to Elizabeth Oswalt and John McManus, who will be presenting on taking Raiser's Edge standard reports and mailings to the next level. The objectives of the presentation are to review the benefits of using advanced tools to enhance standard RE reports and mailings, demonstrate practical scenarios involving constituent profiles, acknowledgement letters, and analytical reports, and have an interactive exchange of ideas. The benefits highlighted include being low or no cost, relying on out of the box functionality, being reliable without data manipulation, and being upgrade compatible without needing advanced reporting skills.
This document discusses key performance indicators (KPIs) for measuring agile projects. It begins by defining metrics and KPIs, noting that KPIs should be tied to strategic objectives and have defined targets. It then discusses characteristics of good KPIs and provides examples of both traditional and agile KPIs related to time, effort, scope, and quality. The document cautions that too many KPIs can be useless and advocates keeping metrics simple. It also discusses challenges like cheating on metrics and provides tips for using tools and dashboards to effectively measure agile performance.
Philanthropy by the Numbers: The story behind the statsBlackbaud
In our latest edition of npEXPERTS, top thought leaders from across the industry share their perspective on the latest trends and what's next for the social good industry.
npEXPERTS 2016: Philanthropy by the NumbersBlackbaud
This document contains statistics from various reports about the nonprofit sector. It discusses topics such as the percentage of nonprofits without strategic plans, the percentage of grants approved by different types of foundations, the percentage of constituents' email addresses nonprofits are missing, and projections for smartphone users by 2020. Throughout it emphasizes the importance of leadership, data, outcomes measurement, stewardship, and adapting to trends in digital engagement and fundraising.
5 Tips for Fundraising in an Election YearBlackbaud
This document provides 6 tips for nonprofit fundraising during an election year. The tips emphasize retaining existing donors and reinstating lapsed donors, assessing the climate to build acquisition and reinstatement strategies based on 2016 fundraising aggression and consumer confidence heading into fall, aligning advocacy and fundraising teams internally towards shared goals, rallying advocates around the cause and galvanizing supporters through opt-ins, segmentation, and personalized outreach, paying attention to donors' political engagement especially for major donors and issues related to the election year's debates, and downloading a full report for more nonprofit insight during the election season.
Anatomy of the Perfect Private School Landing PageBlackbaud
This document discusses the anatomy and design of effective private school landing pages. It outlines seven principles of conversion-centered design for landing pages, including encapsulation, contrast, directional cues, whitespace, urgency, social proof, and testing. The document provides examples of landing pages from Darlington School and Proctor Academy that improved their conversion and lead generation rates. It highlights how tailored content and nurturing prospects at different stages of inquiry can increase applications, visits, and enrollment.
Financial Edge NXT is a new cloud-based accounting software from Blackbaud that offers intuitive design, reliable technology, and fully integrated functionality. The presentation reviewed Blackbaud's vision for Financial Edge NXT, the product roadmap, and how customers can prepare for the transition. Key highlights include a phased release schedule for new features, an emphasis on ease of use and collaboration, and professional services to help customers analyze their data and plan their migration to the new software platform.
Here are the key points I would highlight in telling the story of ROI with Raiser's Edge NXT:
1. Consolidate disparate systems and vendors onto one integrated platform, reducing total cost of ownership.
2. Eliminate ongoing IT maintenance costs like server hardware refreshes, backups, downtime expenses with a fully hosted cloud solution.
3. Leverage built-in data enrichment tools to identify more donors, increase response rates, and reduce mail costs.
4. Utilize online fundraising and marketing automation tools to drive more ongoing annual revenue.
5. Quantify potential increased identification of major donors and associated increased major gift revenue.
6. Obtain a cost quote from your Blackbaud
The document summarizes a school's viral video success story about announcing a snow day. It describes how the school created a parody video of "Let It Go" featuring the head of school to announce a snow day. The clever and timely video went viral globally with over 3.7 million YouTube views. Key to its success was capturing people's interest with something unique and shareable at the right moment. While going viral is hard to predict or replicate, the school believes it is still worth trying creative ideas to engage their community and increase online attention, even if large-scale virality is not achieved.
What You Should be Doing with Master Schedule but May Not Know Blackbaud
This document provides tips and instructions for using the Master Schedule feature in Blackbaud's Education Edge software. It discusses creating classes and sections, setting scheduling rules to connect classes, loading students into homeroom classes, generating student schedules, saving scheduling scenarios for different points in time, finding courses to fill holes in a student's schedule, tracking schedule changes, and some extra tips for finding free teachers and rooms and viewing student schedules. The key steps covered are creating classes and sections based on target numbers, setting up scheduling rules to connect courses, loading students into homeroom classes, generating and saving student schedules, and tracking any schedule changes over time.
During this presentation, Kristen Power discusses trends in financial aid and affordability. She examines who is currently receiving financial aid, noting that applicants come from a wider range of incomes than in the past. She also analyzes how tuition growth has outpaced income growth, challenging affordability. Finally, she considers strategies like diversifying financial aid funding sources and articulating a school's broader benefits to address affordability issues.
The Ripple Effect of Successful ImplementationBlackbaud
This document discusses implementing a new school administration simulation. Participants are asked to name their school, identify hurdles like faculty technology ability, weaknesses like parent/student communication, and how features could help. They must also address scenarios like a student in academic jeopardy, a student missing class due to stomach issues, and resistant veteran teachers. Participants are asked what new tool the school should implement and when based on those affected.
Using Hacks to Create Consistent and Awesome Video Content for Your Admission...Blackbaud
This document provides tips for using video effectively in college admissions. It recommends starting small with narrow focuses like answering frequently asked questions or showing campus facilities. Constraints like using readily available equipment like phones and GoPros can help get started easily. Crowdsourcing footage from students and alumni helps show a human side. Data from views can show what content is helpful for audiences. The overall message is that video can help build emotional connections if it focuses on people over promotions and tells the school's story in an authentic way.
The document discusses the changing dynamics of families applying for financial aid. It notes that applicant families now have higher incomes and net worth. These "new financial aid families" are more assertive, entrepreneurial, and accustomed to influence over decisions. This is reshaping how schools provide financial aid. Schools must reshape policies, budgets, and communications to meet the needs of these evolving applicant families and increase participation in the financial aid process.
This document discusses advocacy marketing strategies for higher education institutions. It outlines Babson College's brand campaign to define entrepreneurship and engage its community of alumni, faculty, staff and students in advocacy. The campaign aims to increase brand awareness, engagement and adoption of Babson's mission of entrepreneurship education. It emphasizes telling genuine human stories through alumni to spread its brand message via word-of-mouth, the most powerful form of marketing.
Introduction to Inbound Marketing for Independent SchoolsBlackbaud
This document provides an introduction to inbound marketing for independent schools. It discusses defining target audiences through personas, identifying keywords for SEO, creating content to attract prospective students and parents, using calls to action and forms to convert visitors, and developing email nurturing streams to close leads. The presentation provides examples for how Proctor Academy implements these inbound strategies, and discusses challenges schools may face with content creation, data management, and institutional agility.
Turning your newly enrolled families into annual fund donors Blackbaud
This document outlines strategies for increasing participation in annual fundraising from newly enrolled families at schools. It recommends a team approach between admissions and development staff to welcome new families, educate them about the importance of the annual fund, and turn them into first-year donors. Key tactics include providing information about the annual fund at admissions events and orientations, emphasizing the importance of participation from all families, and using multiple channels like mail, email and phone to ask new families to donate. Progress should be regularly tracked and reported to continue engaging new families throughout their first year.
The school’s guide to modern design trends corwin bermudezBlackbaud
This document discusses modern design trends for websites. It notes that modern trends are built for responsive design and create the best user experience across all screen sizes. Responsive, clean designs are viewed more favorably by search engines and have faster conversions on mobile. Modern trends emphasize simplicity, organization, and maximizing usability. They also allow for customization to convey an organization's unique identity. The document advises keeping designs updated and engaging to stay relevant and attract visitors. It provides examples of modern design techniques like large design elements, long scrolling sites, minimalism, photography, and storytelling layouts.
The document discusses tips for cleaning up a Raiser's Edge database, including establishing security and standardizing data entry procedures. It reviews tools in Raiser's Edge like global add/change/delete options, duplicate record management, and table cleanup. Additional tips include importing data, converting pledges to recurring gifts, and using the non-constituent merge utility.
Maintaining a Healthy Database in The Education EdgeBlackbaud
The document provides tips and best practices for maintaining a healthy database in The Education Edge software. It recommends establishing policies and procedures for database management, configuring security and business rules, integrating records between modules, managing duplicate records, and utilizing cleanup and maintenance tools. Regularly running reports and integrating data with The Raiser's Edge are also emphasized for database health.
Building Report Cards and Transcripts in The Education EdgeBlackbaud
The document provides an overview of building report cards and transcripts in The Education Edge. It discusses standard functionality for report cards and transcripts in the Mail module, best practices for managing grading information, and tips for customizing templates. Formatting options, filters, and previewing capabilities are demonstrated. Additional knowledgebase articles on printing GPAs, running performance calculations, and adding logos are referenced.
How to Interpret Trends in the Kalyan Rajdhani Mix Chart.pdfChart Kalyan
A Mix Chart displays historical data of numbers in a graphical or tabular form. The Kalyan Rajdhani Mix Chart specifically shows the results of a sequence of numbers over different periods.
Project Management Semester Long Project - Acuityjpupo2018
Acuity is an innovative learning app designed to transform the way you engage with knowledge. Powered by AI technology, Acuity takes complex topics and distills them into concise, interactive summaries that are easy to read & understand. Whether you're exploring the depths of quantum mechanics or seeking insight into historical events, Acuity provides the key information you need without the burden of lengthy texts.
Programming Foundation Models with DSPy - Meetup SlidesZilliz
Prompting language models is hard, while programming language models is easy. In this talk, I will discuss the state-of-the-art framework DSPy for programming foundation models with its powerful optimizers and runtime constraint system.
Your One-Stop Shop for Python Success: Top 10 US Python Development Providersakankshawande
Simplify your search for a reliable Python development partner! This list presents the top 10 trusted US providers offering comprehensive Python development services, ensuring your project's success from conception to completion.
Webinar: Designing a schema for a Data WarehouseFederico Razzoli
Are you new to data warehouses (DWH)? Do you need to check whether your data warehouse follows the best practices for a good design? In both cases, this webinar is for you.
A data warehouse is a central relational database that contains all measurements about a business or an organisation. This data comes from a variety of heterogeneous data sources, which includes databases of any type that back the applications used by the company, data files exported by some applications, or APIs provided by internal or external services.
But designing a data warehouse correctly is a hard task, which requires gathering information about the business processes that need to be analysed in the first place. These processes must be translated into so-called star schemas, which means, denormalised databases where each table represents a dimension or facts.
We will discuss these topics:
- How to gather information about a business;
- Understanding dictionaries and how to identify business entities;
- Dimensions and facts;
- Setting a table granularity;
- Types of facts;
- Types of dimensions;
- Snowflakes and how to avoid them;
- Expanding existing dimensions and facts.
OpenID AuthZEN Interop Read Out - AuthorizationDavid Brossard
During Identiverse 2024 and EIC 2024, members of the OpenID AuthZEN WG got together and demoed their authorization endpoints conforming to the AuthZEN API
How to Get CNIC Information System with Paksim Ga.pptxdanishmna97
Pakdata Cf is a groundbreaking system designed to streamline and facilitate access to CNIC information. This innovative platform leverages advanced technology to provide users with efficient and secure access to their CNIC details.
Threats to mobile devices are more prevalent and increasing in scope and complexity. Users of mobile devices desire to take full advantage of the features
available on those devices, but many of the features provide convenience and capability but sacrifice security. This best practices guide outlines steps the users can take to better protect personal devices and information.
Taking AI to the Next Level in Manufacturing.pdfssuserfac0301
Read Taking AI to the Next Level in Manufacturing to gain insights on AI adoption in the manufacturing industry, such as:
1. How quickly AI is being implemented in manufacturing.
2. Which barriers stand in the way of AI adoption.
3. How data quality and governance form the backbone of AI.
4. Organizational processes and structures that may inhibit effective AI adoption.
6. Ideas and approaches to help build your organization's AI strategy.
Best 20 SEO Techniques To Improve Website Visibility In SERPPixlogix Infotech
Boost your website's visibility with proven SEO techniques! Our latest blog dives into essential strategies to enhance your online presence, increase traffic, and rank higher on search engines. From keyword optimization to quality content creation, learn how to make your site stand out in the crowded digital landscape. Discover actionable tips and expert insights to elevate your SEO game.
Have you ever been confused by the myriad of choices offered by AWS for hosting a website or an API?
Lambda, Elastic Beanstalk, Lightsail, Amplify, S3 (and more!) can each host websites + APIs. But which one should we choose?
Which one is cheapest? Which one is fastest? Which one will scale to meet our needs?
Join me in this session as we dive into each AWS hosting service to determine which one is best for your scenario and explain why!
Ocean lotus Threat actors project by John Sitima 2024 (1).pptxSitimaJohn
Ocean Lotus cyber threat actors represent a sophisticated, persistent, and politically motivated group that poses a significant risk to organizations and individuals in the Southeast Asian region. Their continuous evolution and adaptability underscore the need for robust cybersecurity measures and international cooperation to identify and mitigate the threats posed by such advanced persistent threat groups.
Main news related to the CCS TSI 2023 (2023/1695)Jakub Marek
An English 🇬🇧 translation of a presentation to the speech I gave about the main changes brought by CCS TSI 2023 at the biggest Czech conference on Communications and signalling systems on Railways, which was held in Clarion Hotel Olomouc from 7th to 9th November 2023 (konferenceszt.cz). Attended by around 500 participants and 200 on-line followers.
The original Czech 🇨🇿 version of the presentation can be found here: https://www.slideshare.net/slideshow/hlavni-novinky-souvisejici-s-ccs-tsi-2023-2023-1695/269688092 .
The videorecording (in Czech) from the presentation is available here: https://youtu.be/WzjJWm4IyPk?si=SImb06tuXGb30BEH .
3. Reports Web Google Analytics 101 Google “How To” Google Analytics vs. Reporting in the CRM/CMS
4. Google Analytics 101: What Is It? Free, hosted web analytics tool Shows how visitors find and use your site Tracks performance of key words, ads, referring sites Provides LOTS of tools and reports to analyze site Extremely scalable – tools for novice to expert users
5. How Does It Work? Add JavaScript to bottom of layout/template in website, or use global administrative option Anonymous No personally identifiable information is collected Raw data not accessible to staff or 3rd parties Caveats Like everything else on the Internet, requires users accept cookies If user disables JavaScript, neither Google Analytics nor BBNC/Sphere will work No reporting tool is 100% accurate – focus on trends and statistics JavaScript snippet
7. Getting Started Getting Started Creating an Account Setting up your account Using Code Basic Overview Executive Dashboard Understanding Stats - # visitors, # page views, # unique visitors, % bounce rate Most Useful Top Sources Top Content Top Keywords Bounce Rate Top Exists Conversion Goals
8. Setting Goals Goals (4 goals per site account) Donation Newsletter Subscription Update Profile New User Registration Event Registration Take Action eCommerce Order Other forms Funnel New User Registration Update Profile Newsletter Subscription Donate
9. Setting Goals (con’t) Values Cost of getting donor Value of online registrant Measurable Amount (# of visits = donation) Reporting What keywords resulted the most donations, new regs, subscriptions? What page results with the most donations, new regs, subscriptions?
10. Pop Quiz: What does the following mean? site is not “sticky” no clear “call to action” increase acquisition efforts poor SEO / affiliate traffic increase content quality what visitors are looking for High recency + low retention = High traffic + high bounce rate = High returning + low new = High direct links + low referring links = Specific keyword + high bounce rate = Internal search keywords =
11. Limitations Measuring impact and mission fulfillment “Is my site helping people understand the issue of hunger in Canada?” “Do people actually like my blog post on my website?” “Micro” tracking on an individual basis Virtually unlimited data vs. limited organizational resources CMS-specific considerations Log File Analysis vs. Google Analytics
12. Google “How To” (Involvement = Ownership) You Cannot Manage What You Cannot Measure The most important thing about Google Analytics is using Google Analytics. Don’t drive blindly with your website strategy: allocate time, resources and staff training accordingly. Make Time & Schedule Monthly meeting to review website stats, track metrics, “be the user”, and adjust accordingly. Use Google Analytics email reporting tool to send all staff to PDF stats (monthly). Set up up custom reports for specific department/staff needs. Understand and Use Intelligent and Custom Alerts Email “Intelligent Alerts” to yourself – significant changes in data. Use “Custom Alerts” – when a campaign metric and/or goal meets a certain threshold.
13. Google “How To” Be Aware of Product Limitations Google Analytics does not use log files or track spiders. Consider using additional reporting mechanisms and compare results, including BlackbaudNetCommunity Website Reporting. No reporting tool is 100% accurate Info gathered is less about exact numbers; more about user behaviour patterns. Understanding the Basics What are your prime hours, days of week, and days of the month for visitor usage? How many unique visitors, how often do they visit, for how long? What are the most viewed pages? Are they consistently most viewed or do they change weekly or monthly? What are the least viewed pages? Consider revising, re-marketing or removing. What search engines are most used, keywords searched, browsers being used?
14. Google “How To” Bounce Rate: percentage of visitors who visit one page only and leave. Bounce Rate benchmarks: 30% is considered normal and no action is needed. 50% means you should consider reviewing data further and make appropriate changes to page 70% means the page is not retaining visitors and something must be changed. Filters for Bounce Rates: Most Visited Pages Top Entry Pages “Important” pages (eg; donation form, registration form, pages linked directly from email appeals and newsletters). Source & Keyword
15. Google “How To” Reacting to High Bounce Rates: Review specific page, source and keyword data and consider making changes such as: Content that better meets user expectations, is more easily visible or accessible Consider better and more visible calls to action Adjust keyword use to better define page content Consider asking external sites to link to more appropriate pages Google.com/AdWords
16. Google “How To” Set Goals & Funnels: Try setting up 4 Goals in Google Analytics based on your organizations top 4 website objectives. Set up funnels to better understand the path your users are taking and where they get lost along the way. Make a Commitment to Learning: Google Analytics provides a wealth of data and ways to view/use that data. Spend 30 minutes a month to watch a video or read a blog, article or research piece on using GA better. For instance, try one of the following “experiments” with your site! Link text: “Give” vs. “Donate” vs. “Support” Visual design: Kids vs. Animals vs. Kids + Animals Track and demonstrate the success of a campaign Calculate the ROI for a campaign or other online initiative Enhance search engine results
17. More Info on Google Analytics Google Analytics Tour (google.com/analytics) NetWits Think Tank (netwits.com – search for GA) Google Analytics on Wikipedia Google Blog (analytics.blogspot.com) Yes – there a “Dummies” book too!
18. Where to Pull the Data From Tracking the Basics – Use an excel spreadsheet to keep track off monthly and quarterly important data, including:
19. Reports in The Raiser’s Edge Campaign/Appeal Performance Analysis Gift Detail/Summary Reports Pivot Reports Custom Reports Queries and Exports
20. Let’s See it in Action Google Analytics Overview Reports in The Raiser’s Edge Raiser’s Edge in 1987!
21. Contact your Blackbaud Account Manager Contact me with questions Questions/More Information Chris Geady 800.443.9441 x3176 chris.geady@blackbaud.com