unlv user forum_jennifermercer_theraisersedge
TRANSCRIPT
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RAIS E R’S E DGE
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RAIS E R’S E DGE
J E NNIF E R M E RCE R, P RODUCT M ANAGE R
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THE RAISER’S EDGE
ProductDiscovery
• Constituent Merge
Coming Attractions
Raiser’s Edge mobile app
Available Today
The Raiser’s Edge 7.92
• The Giving Score
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• Constituent Merge tool
• Email and 1st class social handles
• Mobile Dashboards
• Mobile Events
app• Profile information
• Lists
• Giving
• Actions
• The Giving Score
• Query Lists
• Event Improvements
• Prevent Duplicates
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RE 7.92
- Easier to use Queries– Query lists– Where’s my query used?
- Events– Better record keeping improvements
- Preventing duplicates
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- Preventing duplicates– Import, search, constituent entry and duplicate report
- Export Categories- Resource Center- Providing better data about your supporters
– The Giving Score
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QUE RY L IS T S
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QUE RY L IS T S
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QUERY LISTS: AVAILABLE FOR CONSTITUENT, INDIVIDUAL, ORGANIZATIONAL QUERIES
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QUERY LISTS: AVAILABLE FOR CONSTITUENT, INDIVIDUAL, ORGANIZATIONAL
QUERIES
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1. Automatically suppresses duplicates, default columns
2. Ability to add or remove constituent/s from the query list
3. Query List can be used every where a query is currently being used in the system
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QUERY LISTS
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WHERE IS MY QUERY BEING USED?
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E V E NT PART IC IPANT S UP DAT E S
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E V E NT PART IC IPANT S UP DAT E S
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MARKING ATTENDEES & UPDATED NUMBERS ABOUT EVENT
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DUP L ICAT E P RE V E NT ION
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DUP L ICAT E P RE V E NT ION
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DUPLICATE PREVENTION ALGORITHM:
ENHANCED SEARCHIncorporated an algorithm to prevent duplicates
• Uses first name, last name, middle initial, suffix, address, phone number and email
• Phone and Email have been added to Constituent Search• Used in constituent search, import and duplicate report
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• Prevent adding duplicate constituents individually and through import
• Intelligently shows the best results• Shows the best results with the strongest matches at the top
• Fuzzy search• Still returns results even if you misspell something on the record
or in the search
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NEW CONSTITUENT SEARCH
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DUPLICATE CHECK ON ADD
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IM P ORT RE P ORT
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IM P ORT RE P ORT
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DUPLICATE REPORT
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EXPORT CATEGORIES
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RESOURCE CENTER IN RE
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T HE G IV ING S CORE
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T HE G IV ING S CORE
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Helps you raise more money by: • Giving you the power to target and identify your
best supporters• Saving you time and money by knowing who to
invest in• Improving efficiency with managing your supporters in RE
THE GIVING SCORE™
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The Giving Score™ Applies Smart Analytics to your Database:• Segments your constituents into four unique groups• Focuses cultivation and solicitation efforts on who is likely and
capable to give
How we do it:• Target Analytics looked at hundreds of external demographic and
financial characteristics and combined that data with historical giving information from your organization to build the score
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SCORING YOUR DATABASE
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SCORING YOUR DATABASE
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SCORING YOUR DATABASE
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SCORING YOUR DATABASE
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SCORING YOUR DATABASE
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WHERE DO THE SCORES SHOW UP IN RE?
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GIVING SCORE DASHBOARDS
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GIVING SCORE QUERY
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• “Start Learning” video tutorials available on www.blackbaud.com/startlearning
• WealthPoint searches now included in premium maintenance plans
RESOURCES YOU CAN USE TODAY
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- Advantage Professional: 100 free searches per year - Advantage Priority: 250 free searches per year
• Get involved with Product Discovery- Sign up: www.blackbaud.com/discovery
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P RE V IE W OF T HE RE M OBIL E AP P L ICAT ION
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P RE V IE W OF T HE RE M OBIL E AP P L ICAT ION
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Data Portability- Optimized presentation of constituent
information for smartphone- Up-to-date information for constituent
profiles—no more printing static copies- Access recent gift data- No more lugging around binders or laptops- Add constituents as Favorites for offline
access
BLACKBAUD NEWS: MOBILE FUNCTIONALITY
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access - Leverage native smartphone functions like
click-to-call, mapping, email, text
Ease of Update- Meet users where they are used to working- Add/edit notes and call reports on the
road—right into the constituent record- Complete your assigned actions and add
new actionsTargeted Release Date: 1H12
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BLACKBAUD NEWS: MOBILE FUNCTIONALITY
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Prototype products you will be seeing are under development and are subject to change prior to commercial release.
Targeted Release Date: 1H12
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WHAT IS PRODUCT DISCOVERY?
A partnership with you • Discovery is the method used to learn about needs for product
changes or enhancements• Identify a product that is valuable, usable, feasible, and most
importantly, enables you to spend more time on your mission
Not everything in Discovery will become a “coming
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Not everything in Discovery will become a “coming attraction”
• We may learn that it is not that important to you• We may learn that it isn’t what we thought it was
How can you get involved?• Sign up to be part of our product discovery sessions
www.blackbaud.com/discovery