Unlv user forum_jennifermercer_theraisersedge

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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

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

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

QUE RY L IS T S

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QUE RY L IS T S

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

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

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

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

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

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

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

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

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

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

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