re procedure manual

8/2/2019 RE Procedure Manual

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RaisersEdgeProcedureManual

TableofContentsEnteringandEditingActionRecords_______________________________2

GeneralTabofanActionRecord_____________________________3

AttributesTabofanActionRecord___________________________4

NotesTabofanActionRecord_______________________________5

EnteringandEditingActionsAssociatedwithanAppeal________________6

EnteringandEditingActionsAssociatedwithaProposal_______________8

EnteringInformationintheNotesTabofaConstituentRecord_________10

AccessingActionReports_______________________________________11

WritingandRunningQueries____________________________________12

CreatingExportsfromExistingQueries____________________________14


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EnteringandEditingActionRecords

Actionsarethespecificstepsyoutaketowardsecuringadonationfroma

constituent.

Ontheactionspage,youcancreaterecordsforallrelevantcontact

betweenyourorganizationanddonors,prospects,orother

constituents.

Actionsmayinclude:

Meetings Mailings Telephonecalls Emailmessages

Note:ActionsmustbeenteredintothreelocationsinRaisersEdge:

ActionRecord ActiontabinanAppealRecord ActiontabofaProposalinaConstituentRecord

1. ClickonRecordsontheleftsideoftheRaisersEdgeWelcomescreen,belowHome.


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Pending Continuous Completed NotCompleted Sent

Note:Whenanactioniscompleted,checktheActionCompletedOncheckbox

andenterthedatetheactionwascompletedon.

4.8.TypetheLocationoftheactioninthelocationfield.4.9.ChecktheAuto-Remindboxtoremindusersofupcomingactions.

4.9.1. ClickNotifytoselecttheusersyouwanttoauto-remindabouttheaction.4.9.1.1. SelectthenameoftheuserunderneathUserName.4.9.1.2. Clickthesinglerightarrowinthemiddleofthebox.4.9.1.3. ClickontheNotifyUsingbubbleforoneofthefollowing:

RaisersEdgereminders OutlookAppointments Both

4.9.1.4. ClickOK.4.9.2. EnterthereminderintotheboxtotherightofSetremindfor.

4.9.2.1. Enteranumberintothefirstbox.4.9.2.2. Selectday(s),week(s),ormonth(s)fromthesecondbox.

Note:YoucanassignaPriorityleveltotheactionbyclickingabubbletothe

leftofoneofthefollowingoptions

High Normal Low

5. EnterinformationintotheAttributestabtoassignattributestoanactionrecord.5.1.SelectanoptionfromthedropdownboxunderCategory:

Attending? LeftMessage? Responded? DietaryPreference?

Caution:UnchecktheAuto-Remindboxwhenanaction

iscompleted.ItisimpossibletomergerecordswhenactionsarestillsettoAuto-Remind.Thiscandisrupt

corporaterecordsthathavedozensofActionsrecords.


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InterestGenerated?5.2.SelectYesorNofromthedropdownboxunderDescription.5.3.Typeacommentabouttheselectedcategoryanddescriptioninthefieldunder

Comments.

5.4.TypethedateyouenteredtheinformationinthefieldunderDate.

6. EnterinformationintotheNotestabtoremindusersofsomethingyou: Needtoreferenceduringameeting,phonecall,orinanemail Needtorememberabouttheaction

Note:Ifyoulearnrelationship-advancinginformationabouttheconstituentfrom

theaction,enteritintotheNotestabofaConstituentRecord.Seepage10tolearn

howtoenterthisinformation.

6.1.ClickNewNotepadtoenteranote.6.2.SelecttheTypeofactionfromtheTypedropdownbox.6.3.TypeaDescriptionoftheactioninthedescriptionfield.6.4.TypetheTitleofthenoteintheTitlefield.6.5.SelecttheAuthorofthenotefromtheAuthordropdownbox.6.6.Typeinformationintotheblackspacebelowthedescriptionfield,suchas:

Talkingpointsforthesolicitor Theactionsstatus Thenextstepsthatneedtobetaken

6.7.ClickSaveandClosewhenyouhavefinishedenteringtheinformation.


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EnteringandEditingActionsAssociatedwithanAppeal

AppealRecordstrackthesourcesyourorganizationusestogenerategifts.

YoucanusetheAppealRecordsto trackthenumberofconstituentsyousolicitforeachappeal.

Appealsmayinclude:

Directmailings Phone-a-thons Dinners Auctions

1. ClickAppealsontheleftsideofthescreentoopenanappeal.2. ClickNewAppeal.

3. ClickontheActionstabtoenteractioninformationassociatedwithanappeal.

Reminder:YouneedtoentertheSAMEinformationintotheactiontabofan

AppealRecordthatyouenteredintothegeneral,attributes,andnotestabsofan

ActionRecord.

3.1.ClickNewActionontheleftsideoftheActionstab.


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3.2.ClickYestoSaveyourappealbeforeproceeding.

3.3.ClickontheGeneraltabtoentergeneralinformationaboutanaction(SeeStep5inEnteringandEditingActions).

3.4.ClickontheAttributes/Notestabtomaintainpreferencesandspecificnotesfortheaction(SeeSteps6and7inEnteringandEditingActions).

3.5.ClickSaveandClose.


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EnteringandEditingActionsAssociatedwithaProposalin

ConstituentRecords

AProposalisaformalplanthatdetails:

Howyourorganizationintendstowinfundsfromaprospectivedonor

Howmuchfinancialsupportyouexpect Wherethemoneywillbeused

1. ClickonConstituentsontheleftsideoftheRecordsPage.

2. ClickOpenaConstituent.3. ClicktheProspecttab.

4. ClickNewProposaltoaddanewproposalfortheprospectivedonor.5. ClickontheActiontabtoaddandtrackactionrecordsdirectlyrelatedtothe

proposal.

6. ClickNewActionontheleftsideoftheActiontab.

Reminder:YouneedtoentertheSAMEinformationintotheactiontabofa

ProposalRecordthatyouenteredintothegeneral,attributes,andnotestabsofanActionRecord.

7. ClickAddNewontherightsideoftheopenaction.8. ClickontheGeneraltabtoentergeneralinformationaboutanaction(SeeStep5in

EnteringandEditingActions).


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9. ClickontheAttributestabtoassignattributestoanaction(SeeStep6inEnteringandEditingActions).

10.ClickontheNotestabtoenternotesaboutanaction(SeeStep7inEnteringandEditingActions).

11.ClickSaveandClose.


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EnteringInformationintheNotesTabofaConstituentRecord

TheNotesTabofaConstituentRecordshouldbeusedtobuilda

profileoftheconstituent.

1. ClickonConstituentsontheleftsideoftheRecordsPage.2. ClickOpenaConstituent.3. ClicktheNotestab.

4. ClickNewNotepadontheleftsideoftheNotesTabtoolbar.5. Typeinformationinthetextboxthatwilleducateyourorganizationonthe

constituents:

Interests/Hobbies Dislikes Background Family Occupation

Note:Thisshouldberelationship-advancinginformationthatyourorganizationcan

referenceinameeting,phonecall,oremail.YouwanttofindoutWHYthisperson

choosestodonateandwhatistheircapacitytogive.


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AccessingActionReports

ActionReportstrackactionassignmentsforeachRaisersEdgeuser.

AccessingActionReportsallowyouto: Producealistofactionsassignedtousersorsolicitors Producesummariesofconstituentsassignedaparticularactiontype

Printadetailedconstituentactionhistory

1. ClickReportsontheleftsideoftheRaisersEdgeWelcomescreen.2. ClickActionReports.

3. Clickonthetypeofactionreportyouwanttoaccess. ActionDetailReport ActionSummaryReport AdvocacyDetailReport TicklerReport

4. ClickOpenonceyouhaveselectedtheactionreportyouwanttoaccess.


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WritingandRunningQueries

AQueryisarequestforasimplegroupingofdataintheRaisers

Edge.

YoucanuseQuerytogrouprecordsetstouseinotherareasof

theRaisersEdge,suchasmailandreports.

1. ClickonQueryontheleftsideoftheRaisersEdgeWelcomescreen,belowRecords.2. SelectQueryTypefromtheTypedropdownboxtodefinethecriteriaorconditions

forthequery.

3. SelecttheQueryFormatfromtheQuerydropdownboxtodefinewhichrecordsareincludedinthequeryatthetimeyourunit.

AStaticquerymaintainstherecordthatmetthecriteriaatthetimethequerywascreated.Thisgroupremainsconstantunlessyourefreshit.

ADynamicquerysearchesthedatabaseeachtimeyourunthequeryandprovidesthemostup-to-datedata.

4. ChecktheOnlyShowMyQueriescheckboxtoonlyshowthequeriesyoucreated.5. Selectthequeryyoucreated.6. ClickOpen.7. ClickontheCriteriatab.

7.1.Checkthefiltersthatyouwantincludedinthequery.8. ClickontheOutputtab.8.1.SelectthefieldstodisplayintheResultsgrid.9. ClickontheSorttab.

9.1.Selectascendingordescendingorderforyourqueryfields.

Note:Bydefault,yourrecordsaresortedinascendingorder.

10.ClickontheResultstabtoseetheoutputofyourqueryinagridformat.


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11.ClickRunNowonthelowerrightsidetorunthequery.


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CreatingExportsfromExistingQueries

ExportmovesdatayoudefineoutoftheRaisersEdgetoanother

application.

YoucanuseExporttoextractinformationfromtheRaisers

Edge,soyoucanusethedatainexternalapplications,suchas

Excel.

1. ClickonExportontherightsideofthetoolbarontheQuerypagetoexporttheresultsofanexistingquerytoanotherprogram,suchasExcel.

2. SelectanExportFileTypefromtheExportFileTypedropdownbox.3. TypethenameofthequeryintheExportFileNamefield.4. ClickonExportNow.

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