the raiser’s edge i - blackbaud › files › resources › ... · the raiser’s edge i™ a new...

4
800.443.9441 [email protected] www.blackbaud.com/REi © August 2010 Blackbaud, Inc. 2000 Daniel Island Drive Charleston, SC 29492 The Raiser’s Edge i A new era in relationship management and online marketing What started as a great idea to combine the best CRM solution with the industry's most powerful online marketing tools is now a reality. Organizations rely on supporter interaction and various revenue streams to operate. Extending your mission to the Internet and allowing for secure online transactions begins with finding the people who care about the organization’s mission and building relationships with them that, hopefully, will motivate them to become a supporter. To be successful, you need a high-touch relationship management tool and a way to manage your online marketing strategy while targeting your communications to the right supporter. at’s where technology comes into play. e Raiser’s Edge i — Blackbaud’s hosted, unified relationship management and online marketing solution — can help your organization be more successful. e Raiser’s Edge i provides a simple, fast, hosted, and affordable solution to track all the details associated with constituent relationships with some of the industry’s most powerful online marketing functionality including online transaction and registration management, email communications, membership management tools, and targeted campaigns to help nonprofits acquire, engage, and cultivate supporters. the raiser's edge i comes standard with powerful online marketing tools It's simple, fast, and affordable to keep your supporters, members, donors, and volunteers active and involved with e Raiser’s Edge i. rough an easy-to-use but sophisticated email editor, you can create and send personalized and targeted email appeals, solicitation communications, welcome/ stewardship campaigns, thank-yous, electronic newsletters, event invitations, etc. Email Communications: Targeted Campaigns – Create targeted email communications to specific segments using an advanced query engine. eNewsletter Management – Allow constituents to subscribe to specific eNewsletters. Content Editor – Enable non-technical staff to create rich HTML emails with a state-of- the-art WYSIWYG editor. Dashboard and Reporting – Access a list of delivery results within a detail report for each mail campaign and individual mailing. Analyze open rates, clicks, bounces, form completions, transactions, unsubscribes, and more. The Raiser's Edge i for Constituent Relationship Management An Introduction

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Page 1: The Raiser’s Edge i - Blackbaud › files › resources › ... · The Raiser’s Edge i™ A new era in relationship management and online marketing What started as a great idea

8004439441

solutionsblackbaudcom

wwwblackbaudcomREi

copy August 2010 Blackbaud Inc2000 Daniel Island DriveCharleston SC 29492

The Raiserrsquos Edge itradeA new era in relationship management and online marketing

What started as a great idea to combine the best CRM solution with the industrys most powerful online marketing tools is now a reality

Organizations rely on supporter interaction and various revenue streams to operate Extending your mission to the Internet and allowing for secure online transactions begins with finding the people who care about the organizationrsquos mission and building relationships with them that hopefully will motivate them to become a supporter

To be successful you need a high-touch relationship management tool and a way to manage your online marketing strategy while targeting your communications to the right supporter Thatrsquos where technology comes into play The Raiserrsquos Edge i mdash Blackbaudrsquos hosted unified relationship management and online marketing solution mdash can help your organization be more successful

The Raiserrsquos Edge i provides a simple fast hosted and affordable solution to track all the details associated with constituent relationships with some of the industryrsquos most powerful online marketing functionality including online transaction and registration management email communications membership management tools and targeted campaigns to help nonprofits acquire engage and cultivate supporters

the raisers edge i comes standard with powerful online marketing tools

Its simple fast and affordable to keep your supporters members donors and volunteers active and involved with The Raiserrsquos Edge i Through an easy-to-use but sophisticated email editor you can create and send personalized and targeted email appeals solicitation communications welcomestewardship campaigns thank-yous electronic newsletters event invitations etc

Email Communications

Targeted Campaigns ndash Create targeted email communications to specific segments using an advanced query engine

eNewsletter Management ndash Allow constituents to subscribe to specific eNewsletters

Content Editor ndash Enable non-technical staff to create rich HTML emails with a state-of-the-art WYSIWYG editor

Dashboard and Reporting ndash Access a list of delivery results within a detail report for each mail campaign and individual mailing Analyze open rates clicks bounces form completions transactions unsubscribes and more

The Raisers Edge itrade for Constituent Relationship ManagementAn Introduction

8004439441

solutionsblackbaudcom

wwwblackbaudcomREi

copy August 2010 Blackbaud Inc2000 Daniel Island DriveCharleston SC 29492

Online Fundraising and Transactions

Campaign Management ndash Track the performance of marketing membership and fundraising activities

DuesGift Entry ndash Track and record online and offline revenue in one system

Transaction HistoryProfile ndash A giving data summary is automatically calculated for individuals and households

Matching Gifts ndash Blackbaudrsquos MatchFinderreg is integrated with The Raiserrsquos Edge ireg to provide information to members about the possibility that their company may match their contribution Additional fees apply For more information visit wwwblackbaudcomservicesdesaspx

Contact Forms ndash Use a form builder to capture constituent information

Donation Forms ndash Use a form builder to create single- or multiple-step forms to collect online donations membership dues and event registrations

Event Registration Form ndash Capture event registration informationMembershipEvent Invitations

Payment Processing

Payment Options ndash Get fully integrated payment services requiring no merchant account set-up for transaction support for all major US and Canadian credit cards

Low Transaction Fees ndash Benefit from Blackbaudrsquos ability to negotiate the lowest rates from payment processors

Security Compliance ndash Blackbaud is certified as a merchant processor by PCI the industry standard for credit card processing and has completed full information security audits by third-party companies

the raiserrsquos edge i is comprehensive

The Raiserrsquos Edge i is the most complete relationship management solution available providing everything nonprofits need to operate a membership office and secure funds The Raiserrsquos Edge i

allows nonprofits to track process and analyze all types of information both off and online related to running a nonprofit From donors gifts events memberships and campaigns the system puts information at the organizations fingertips

Nonprofits of all sizes use The Raiserrsquos Edge itrade to save time increase efficiency and serve as an extra set of hands that ultimately helps to bring in more money

Continued on following page

8004439441

solutionsblackbaudcom

wwwblackbaudcomREi

copy August 2010 Blackbaud Inc2000 Daniel Island DriveCharleston SC 29492

More than just a database The Raiserrsquos Edge i enables organizations to better communicate with their members and make better decisions through segmentation analysis and powerful reporting features

Strengthen relationships and facilitate communication with members and prospects

Access 100 FREE WealthPointreg screenings per year to gather information on your best prospects (provided by Target Analytics)

Access extensive biographical and demographic information for any individual or organization

View complete employment history and educational background See all of the relationships and affiliations members may haveUse the contact management feature to track the activity involved with soliciting major

prospects from the initial contact through the actual askCreate personalized acknowledgments appeal letters and emails and automatically track

when they have been sent

Fully process and store any type of transaction

Record detailed information for all types of transactions and membership duesAllocate transactions and dues to multiple campaigns funds and appealsAccount for matching gifts and shared recognition through soft creditsAutomatically process credit cards and direct debits offering the most convenient giving

methods to supporters Effectively plan member activities with campaigns funds and appealsCreate a hierarchy to report on the success and cost of any kind of campaign fund

or appeal Easily find trends in giving and analyze data to make knowledgeable decisions

about efforts

Make well-informed decisions with data from easy-to-access reports

Gain instant access to more than 200 flexible pre-formatted reportsConfigure dashboards to receive up-to-the minute analysis of organizational performance

Continued on following page

As a nonprofitrsquos membership operation matures its needs mature as well The Raiserrsquos Edge itrade comes with a range of features that nonprofits can use as they grow

8004439441

solutionsblackbaudcom

wwwblackbaudcomREi

copy August 2010 Blackbaud Inc2000 Daniel Island DriveCharleston SC 29492

Get expert training on the tasks you need to complete using The Raisers Edge i plus training on best practices and nonprofit strategy

Blackbaud Learntrade is an annual subscription that provides the ongoing skill development and job knowledge training you need delivered online via role-based instructor-led sessions

Ask your account representative about Blackbaud Learn or visit wwwblackbaudcomlearn

Get started today To learn more about Blackbaudrsquos The Raiserrsquos Edge i visit wwwblackbaudcomREi or contact your Blackbaud account representative

the raiserrsquos edge itrade is hosted and easy to use

Nonprofits of all sizes use The Raiserrsquos Edge i to save time increase efficiency and serve as an extra set of hands that ultimately help to generate more revenue Small organizations appreciate how easy it is to learn and use The Raiserrsquos Edge i as well as how the system is designed to grow with their needs Larger nonprofits appreciate the fact that the system offers easy access to advanced features that scale to their needs

Regardless of size all organizations need to maximize every resource as effectively and efficiently as possible Fortunately The Raiserrsquos Edge i helps nonprofit professionals make the most of their time by automating tasks navigating the system seamlessly from one central starting point and processing member communications with a click of the mouse Such one-click functions automatic integration with Microsoft Officereg and customization options ensure the highest level of efficiency and effectiveness possible

Application hosting offers the highest levels of security and reliability

Get complete data security via off-site data storage data backups and 247365 system monitoring that ensures compliance standards protection from malicious acts and confidentiality

Blackbaud sets up maintains and supports your Raiserrsquos Edge i solution at optimal levels on high-performance servers to save you stress time and money

Enjoy 999 or better uptime and remote access anytime from anywhere

Seamless navigation provides easy movement throughout the system

The home page serves as a central working space with links to most commonly processed reports files functions and records

Screens use the best of Windowsreg and web technology so users can quickly accomplish tasksData is arranged in a tabular format providing easy access

Rapid data entry guarantees high productivity

Quickly enter gifts or dues into customizable spreadsheet-style data-entry forms Print a scannable bar code on appeal cards pledge reminders membership renewals

and phonathon forms to expedite data entry when they are returnedUse defaults and hide auto-completed fields to make sure that the fewest number of

steps are taken to enter data

Integrated mail merging allows for effortless mailings

Create a personalized letter from a member record with the click of a button Process bulk mailings with a straightforward merge setupManage multiple conditional mail merges with convenient ldquowizardsrdquo

Custom views allow people to view critical data that is relevant to them

Use one of the many pre-formatted custom views as a template Drag-and-drop to include information in the viewCreate an unlimited number of views to meet specific needs such as a view for members

who only enter specific pieces of data

Page 2: The Raiser’s Edge i - Blackbaud › files › resources › ... · The Raiser’s Edge i™ A new era in relationship management and online marketing What started as a great idea

8004439441

solutionsblackbaudcom

wwwblackbaudcomREi

copy August 2010 Blackbaud Inc2000 Daniel Island DriveCharleston SC 29492

Online Fundraising and Transactions

Campaign Management ndash Track the performance of marketing membership and fundraising activities

DuesGift Entry ndash Track and record online and offline revenue in one system

Transaction HistoryProfile ndash A giving data summary is automatically calculated for individuals and households

Matching Gifts ndash Blackbaudrsquos MatchFinderreg is integrated with The Raiserrsquos Edge ireg to provide information to members about the possibility that their company may match their contribution Additional fees apply For more information visit wwwblackbaudcomservicesdesaspx

Contact Forms ndash Use a form builder to capture constituent information

Donation Forms ndash Use a form builder to create single- or multiple-step forms to collect online donations membership dues and event registrations

Event Registration Form ndash Capture event registration informationMembershipEvent Invitations

Payment Processing

Payment Options ndash Get fully integrated payment services requiring no merchant account set-up for transaction support for all major US and Canadian credit cards

Low Transaction Fees ndash Benefit from Blackbaudrsquos ability to negotiate the lowest rates from payment processors

Security Compliance ndash Blackbaud is certified as a merchant processor by PCI the industry standard for credit card processing and has completed full information security audits by third-party companies

the raiserrsquos edge i is comprehensive

The Raiserrsquos Edge i is the most complete relationship management solution available providing everything nonprofits need to operate a membership office and secure funds The Raiserrsquos Edge i

allows nonprofits to track process and analyze all types of information both off and online related to running a nonprofit From donors gifts events memberships and campaigns the system puts information at the organizations fingertips

Nonprofits of all sizes use The Raiserrsquos Edge itrade to save time increase efficiency and serve as an extra set of hands that ultimately helps to bring in more money

Continued on following page

8004439441

solutionsblackbaudcom

wwwblackbaudcomREi

copy August 2010 Blackbaud Inc2000 Daniel Island DriveCharleston SC 29492

More than just a database The Raiserrsquos Edge i enables organizations to better communicate with their members and make better decisions through segmentation analysis and powerful reporting features

Strengthen relationships and facilitate communication with members and prospects

Access 100 FREE WealthPointreg screenings per year to gather information on your best prospects (provided by Target Analytics)

Access extensive biographical and demographic information for any individual or organization

View complete employment history and educational background See all of the relationships and affiliations members may haveUse the contact management feature to track the activity involved with soliciting major

prospects from the initial contact through the actual askCreate personalized acknowledgments appeal letters and emails and automatically track

when they have been sent

Fully process and store any type of transaction

Record detailed information for all types of transactions and membership duesAllocate transactions and dues to multiple campaigns funds and appealsAccount for matching gifts and shared recognition through soft creditsAutomatically process credit cards and direct debits offering the most convenient giving

methods to supporters Effectively plan member activities with campaigns funds and appealsCreate a hierarchy to report on the success and cost of any kind of campaign fund

or appeal Easily find trends in giving and analyze data to make knowledgeable decisions

about efforts

Make well-informed decisions with data from easy-to-access reports

Gain instant access to more than 200 flexible pre-formatted reportsConfigure dashboards to receive up-to-the minute analysis of organizational performance

Continued on following page

As a nonprofitrsquos membership operation matures its needs mature as well The Raiserrsquos Edge itrade comes with a range of features that nonprofits can use as they grow

8004439441

solutionsblackbaudcom

wwwblackbaudcomREi

copy August 2010 Blackbaud Inc2000 Daniel Island DriveCharleston SC 29492

Get expert training on the tasks you need to complete using The Raisers Edge i plus training on best practices and nonprofit strategy

Blackbaud Learntrade is an annual subscription that provides the ongoing skill development and job knowledge training you need delivered online via role-based instructor-led sessions

Ask your account representative about Blackbaud Learn or visit wwwblackbaudcomlearn

Get started today To learn more about Blackbaudrsquos The Raiserrsquos Edge i visit wwwblackbaudcomREi or contact your Blackbaud account representative

the raiserrsquos edge itrade is hosted and easy to use

Nonprofits of all sizes use The Raiserrsquos Edge i to save time increase efficiency and serve as an extra set of hands that ultimately help to generate more revenue Small organizations appreciate how easy it is to learn and use The Raiserrsquos Edge i as well as how the system is designed to grow with their needs Larger nonprofits appreciate the fact that the system offers easy access to advanced features that scale to their needs

Regardless of size all organizations need to maximize every resource as effectively and efficiently as possible Fortunately The Raiserrsquos Edge i helps nonprofit professionals make the most of their time by automating tasks navigating the system seamlessly from one central starting point and processing member communications with a click of the mouse Such one-click functions automatic integration with Microsoft Officereg and customization options ensure the highest level of efficiency and effectiveness possible

Application hosting offers the highest levels of security and reliability

Get complete data security via off-site data storage data backups and 247365 system monitoring that ensures compliance standards protection from malicious acts and confidentiality

Blackbaud sets up maintains and supports your Raiserrsquos Edge i solution at optimal levels on high-performance servers to save you stress time and money

Enjoy 999 or better uptime and remote access anytime from anywhere

Seamless navigation provides easy movement throughout the system

The home page serves as a central working space with links to most commonly processed reports files functions and records

Screens use the best of Windowsreg and web technology so users can quickly accomplish tasksData is arranged in a tabular format providing easy access

Rapid data entry guarantees high productivity

Quickly enter gifts or dues into customizable spreadsheet-style data-entry forms Print a scannable bar code on appeal cards pledge reminders membership renewals

and phonathon forms to expedite data entry when they are returnedUse defaults and hide auto-completed fields to make sure that the fewest number of

steps are taken to enter data

Integrated mail merging allows for effortless mailings

Create a personalized letter from a member record with the click of a button Process bulk mailings with a straightforward merge setupManage multiple conditional mail merges with convenient ldquowizardsrdquo

Custom views allow people to view critical data that is relevant to them

Use one of the many pre-formatted custom views as a template Drag-and-drop to include information in the viewCreate an unlimited number of views to meet specific needs such as a view for members

who only enter specific pieces of data

Page 3: The Raiser’s Edge i - Blackbaud › files › resources › ... · The Raiser’s Edge i™ A new era in relationship management and online marketing What started as a great idea

8004439441

solutionsblackbaudcom

wwwblackbaudcomREi

copy August 2010 Blackbaud Inc2000 Daniel Island DriveCharleston SC 29492

More than just a database The Raiserrsquos Edge i enables organizations to better communicate with their members and make better decisions through segmentation analysis and powerful reporting features

Strengthen relationships and facilitate communication with members and prospects

Access 100 FREE WealthPointreg screenings per year to gather information on your best prospects (provided by Target Analytics)

Access extensive biographical and demographic information for any individual or organization

View complete employment history and educational background See all of the relationships and affiliations members may haveUse the contact management feature to track the activity involved with soliciting major

prospects from the initial contact through the actual askCreate personalized acknowledgments appeal letters and emails and automatically track

when they have been sent

Fully process and store any type of transaction

Record detailed information for all types of transactions and membership duesAllocate transactions and dues to multiple campaigns funds and appealsAccount for matching gifts and shared recognition through soft creditsAutomatically process credit cards and direct debits offering the most convenient giving

methods to supporters Effectively plan member activities with campaigns funds and appealsCreate a hierarchy to report on the success and cost of any kind of campaign fund

or appeal Easily find trends in giving and analyze data to make knowledgeable decisions

about efforts

Make well-informed decisions with data from easy-to-access reports

Gain instant access to more than 200 flexible pre-formatted reportsConfigure dashboards to receive up-to-the minute analysis of organizational performance

Continued on following page

As a nonprofitrsquos membership operation matures its needs mature as well The Raiserrsquos Edge itrade comes with a range of features that nonprofits can use as they grow

8004439441

solutionsblackbaudcom

wwwblackbaudcomREi

copy August 2010 Blackbaud Inc2000 Daniel Island DriveCharleston SC 29492

Get expert training on the tasks you need to complete using The Raisers Edge i plus training on best practices and nonprofit strategy

Blackbaud Learntrade is an annual subscription that provides the ongoing skill development and job knowledge training you need delivered online via role-based instructor-led sessions

Ask your account representative about Blackbaud Learn or visit wwwblackbaudcomlearn

Get started today To learn more about Blackbaudrsquos The Raiserrsquos Edge i visit wwwblackbaudcomREi or contact your Blackbaud account representative

the raiserrsquos edge itrade is hosted and easy to use

Nonprofits of all sizes use The Raiserrsquos Edge i to save time increase efficiency and serve as an extra set of hands that ultimately help to generate more revenue Small organizations appreciate how easy it is to learn and use The Raiserrsquos Edge i as well as how the system is designed to grow with their needs Larger nonprofits appreciate the fact that the system offers easy access to advanced features that scale to their needs

Regardless of size all organizations need to maximize every resource as effectively and efficiently as possible Fortunately The Raiserrsquos Edge i helps nonprofit professionals make the most of their time by automating tasks navigating the system seamlessly from one central starting point and processing member communications with a click of the mouse Such one-click functions automatic integration with Microsoft Officereg and customization options ensure the highest level of efficiency and effectiveness possible

Application hosting offers the highest levels of security and reliability

Get complete data security via off-site data storage data backups and 247365 system monitoring that ensures compliance standards protection from malicious acts and confidentiality

Blackbaud sets up maintains and supports your Raiserrsquos Edge i solution at optimal levels on high-performance servers to save you stress time and money

Enjoy 999 or better uptime and remote access anytime from anywhere

Seamless navigation provides easy movement throughout the system

The home page serves as a central working space with links to most commonly processed reports files functions and records

Screens use the best of Windowsreg and web technology so users can quickly accomplish tasksData is arranged in a tabular format providing easy access

Rapid data entry guarantees high productivity

Quickly enter gifts or dues into customizable spreadsheet-style data-entry forms Print a scannable bar code on appeal cards pledge reminders membership renewals

and phonathon forms to expedite data entry when they are returnedUse defaults and hide auto-completed fields to make sure that the fewest number of

steps are taken to enter data

Integrated mail merging allows for effortless mailings

Create a personalized letter from a member record with the click of a button Process bulk mailings with a straightforward merge setupManage multiple conditional mail merges with convenient ldquowizardsrdquo

Custom views allow people to view critical data that is relevant to them

Use one of the many pre-formatted custom views as a template Drag-and-drop to include information in the viewCreate an unlimited number of views to meet specific needs such as a view for members

who only enter specific pieces of data

Page 4: The Raiser’s Edge i - Blackbaud › files › resources › ... · The Raiser’s Edge i™ A new era in relationship management and online marketing What started as a great idea

8004439441

solutionsblackbaudcom

wwwblackbaudcomREi

copy August 2010 Blackbaud Inc2000 Daniel Island DriveCharleston SC 29492

Get expert training on the tasks you need to complete using The Raisers Edge i plus training on best practices and nonprofit strategy

Blackbaud Learntrade is an annual subscription that provides the ongoing skill development and job knowledge training you need delivered online via role-based instructor-led sessions

Ask your account representative about Blackbaud Learn or visit wwwblackbaudcomlearn

Get started today To learn more about Blackbaudrsquos The Raiserrsquos Edge i visit wwwblackbaudcomREi or contact your Blackbaud account representative

the raiserrsquos edge itrade is hosted and easy to use

Nonprofits of all sizes use The Raiserrsquos Edge i to save time increase efficiency and serve as an extra set of hands that ultimately help to generate more revenue Small organizations appreciate how easy it is to learn and use The Raiserrsquos Edge i as well as how the system is designed to grow with their needs Larger nonprofits appreciate the fact that the system offers easy access to advanced features that scale to their needs

Regardless of size all organizations need to maximize every resource as effectively and efficiently as possible Fortunately The Raiserrsquos Edge i helps nonprofit professionals make the most of their time by automating tasks navigating the system seamlessly from one central starting point and processing member communications with a click of the mouse Such one-click functions automatic integration with Microsoft Officereg and customization options ensure the highest level of efficiency and effectiveness possible

Application hosting offers the highest levels of security and reliability

Get complete data security via off-site data storage data backups and 247365 system monitoring that ensures compliance standards protection from malicious acts and confidentiality

Blackbaud sets up maintains and supports your Raiserrsquos Edge i solution at optimal levels on high-performance servers to save you stress time and money

Enjoy 999 or better uptime and remote access anytime from anywhere

Seamless navigation provides easy movement throughout the system

The home page serves as a central working space with links to most commonly processed reports files functions and records

Screens use the best of Windowsreg and web technology so users can quickly accomplish tasksData is arranged in a tabular format providing easy access

Rapid data entry guarantees high productivity

Quickly enter gifts or dues into customizable spreadsheet-style data-entry forms Print a scannable bar code on appeal cards pledge reminders membership renewals

and phonathon forms to expedite data entry when they are returnedUse defaults and hide auto-completed fields to make sure that the fewest number of

steps are taken to enter data

Integrated mail merging allows for effortless mailings

Create a personalized letter from a member record with the click of a button Process bulk mailings with a straightforward merge setupManage multiple conditional mail merges with convenient ldquowizardsrdquo

Custom views allow people to view critical data that is relevant to them

Use one of the many pre-formatted custom views as a template Drag-and-drop to include information in the viewCreate an unlimited number of views to meet specific needs such as a view for members

who only enter specific pieces of data