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TIPS AND TRICKS: TAKING RAISER’S EDGE TO THE NEXT LEVEL
Tiffany Crumpton
Director of Solution Management and Business Strategy
Blackbaud
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• A style of presentation meant to "ignite" the audience
on a subject, i.e. to generate awareness and to
stimulate thought and action on the subjects
presented.
• So…I want to IGNITE all of you with cool things
being done in The Raiser’s Edge. Guaranteed-
something for everyone!
WHAT IS AN “IGNITE SESSION” FORMAT?
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POTENTIAL AFTERMATH OF IGNITE SESSION
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WHO ARE YOU?
• Level 1- I am a true beginner. Brand new to
RE
• Level 2- I use RE from time to time… want
to enhance skill set
• Level 3- I use RE regularly and pretty much
know what I am doing. Others at my org come
to me with questions and requests
• Level 4- I am the reigning RE King/Queen
of my office! Others fear my supreme
knowledge and ability… and if Tiffany wasn’t
on stage, I would be there!
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Homepage/
Navigation
Record Viewing/
Management Mobile
Batch Data Management Query
Exporting Reporting and Dashboards
KEY FOCUS AREAS
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HOME PAGE /NAV IGAT ION
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DATE ENTRY TRICKS
Use the 1-31 date trick: becomes
F7 pops up a calendar in date fields (comes in handy
when setting up pledges)
Hit F3 in a date field pops in today’s date
Hit F2 to load a default value into a record. Shift F2 to load all defaults
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GET YOUR HOMEPAGE IN ORDER!
• Access all common records, tasks
• Personalized for each user
• Organize in folders
• One-click access to information
• Include other applications and websites
• Quick links to favorite dashboard panels and
action reminders
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MAKE A RECURRING TASK A FAVORITE! PARK IT ON YOUR DESKTOP OR DELEGATE A TASK BY
PUTTING IT ON A CO-WORKER’S DESKTOP 3
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SET UP DEFAULTS TO FACILITATE DATA ENTRY
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ALERT YOUR USERS WHEN THEY OPEN
CONSTITUENTS WHO REQUIRE “SPECIAL HANDLING”
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• Right click within RE… will often lead to a shortcut
or additional option
- Save some clicks
- Choose/Reorder Columns
- Legend options for grids
• “If it’s cool, it’s in Tools” -Tiffany
- Action Tracks
- Default Sets
- Install Samples
- User Options
NAVIGATION TIPS!
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RE CORD V IE WING OP T IONS /CUS TOM V IE WS
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CHANGE YOUR CONSTITUENT SEARCH SCREEN RESULTS!
• Change output of query- fields, order, sort
• Common examples- outputting record ID from other system (ex. Member ID),
spouse name, giving history, age. What other fields?
Search query will be your
“default” until you change
or reset it.
*
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USE CUSTOM VIEWS TO CHANGE THE WAY A RECORD
LOOKS
Only show what
you need to see!
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BUILDING A CUSTOM VIEW IS EASY! NO WEB/HTML
KNOWLEDGE NEEDED 8
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APP OMATIC VIEW
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L E T ’S GE T MOBIL E !
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Your response to
the RE Mobile app
was GREAT!
- Over 3000 Organizations have
installed it
- App has been
downloaded onto
more than 16,000 devices
RE MOBILE
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RE MOBILE EVENT APP
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BAT CH/GIF T E NT RY
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CHANGE FIELDS GLOBALLY IN BATCH 12
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BATCH- LOAD A QUERY!
• Good for regular givers and member payments
• Some orgs enter constituent IDs in Query with Specific Record ONE OF and then
load into Batch (using defaults to load in)
*
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Lesson from a fellow client: Set up your
default row first so it will fill down
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Customer Quote:
“We have batch templates set up for different
functions, online event registrations, online gifts,
recurring EFTs, checks, credit card charges, etc.”
BATCH FOLDERS RE
7.93
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RE 7.93 RE
7.93
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DATA MANAGE ME NT
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TABLE CLEANUP UTILITY
Standardize data
Eliminate
misspellings
Remove duplicates
KB BB81596
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GLOBAL CHANGES
• Before you begin…
- Create a query of records to be changed
• Query type corresponds with type of record to be updated
(Constituent, Gift)
• Query should be static
• Globally Add Records
- Constituent codes, actions, attributes
- Moving data to the correct location
• 2 step process to add to new place and delete from old
• Globally Change Records
- Attributes that are useful, but need intuitive names
- Old actions that are still open
- Recommend using the “create a query of changed records”
option in case something goes awry
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• Globally delete records – BACKUP your database first!
- Example for obsolete attributes and actions
Screen is found in Administration,
Globally Delete Records
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NEW DUPLICATE MANAGEMENT! RE
7.93
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QUE RY
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CREATIVE USE OF QUERY OPERATORS:
Zip like ?????-???? Will ensure that
all records have a ZIP+4. You can
then get larger postal discounts if
you use this query for a mailing.
Zip begins with 294 will find
people that live in several zip
codes that begin with 294
Zip between 29400 and 31000-
9999 finds all records that have a
ZIP or a ZIP+4 in a geographical
area.
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Question Mark (?): use the question mark symbol
to replace a single character.
Asterisk (*): use the asterisk to replace a series of
characters.
Brackets ([ ]): use brackets to query for a range of
characters or to locate several characters. For
example, use the criteria Last Name “begins
with” [A-C] to locate all constituent records with a
last name beginning with A through C.
WILDCARDS… I THINK I LOVE YOU! (THESE WORK IN RECORD SEARCHING TOO!)
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QUERY CRITERIA TIPS
Query Fields allow
you to select any
field that is
currently in your
query. Use them to
save time!
Drag fields to any
of the query tabs
without having to
select that tab first
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COMMON QUERY QUANDARIES
• How to include/exclude specific records
- Specific Record field or NEW Query List feature!
• How to query on record property fields (Date Added, Date Last Changed)
• Gifts vs. Summary Information
- One time gifts vs. cumulative
• How to query on “linked gifts” to include/exclude event payments, membership
dues, etc.
- “Gift is Linked To” field
• How to query on records with a specific attribute and a blank description (KB
BB48199) - Create a query for the appropriate records (e.g. gift, constituent, etc.)
- On the Criteria tab, select:
Attributes, Specific Attributes, [attribute category], [attribute category] Import ID Not Blank
AND Attributes, Specific Attributes, [attribute category], [attribute category] Description blank
• How to query on constituents who gave during any X of Y years (or
months) - Create a series of queries and merge them (KB BB150050)
- Export to Excel and use functions
- Crystal Reports- Record Selection feature
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RANDOM SAMPLING ON STATIC QUERIES…
A GREAT TOOL FOR MARKETING PURPOSES!
After saving a static query with
a random sampling, you have
a scientifically randomized
group of people.
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EXAMPLES-
• Send a survey to donors
• Experiment with appeals and
packages (send 50 people a color
brochure and send 950 people a
black & white brochure. Will the %
response and average gift increase
for these 50 people?)
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BASING A QUERY ON ANOTHER QUERY
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EXAMPLES:
• Quick data entry changes “on the fly”
• Scroll through records in query order to spot check data results
ACCESSING RECORDS…FROM A QUERY
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QUERY LIST FIELD ADDITIONS RE
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E X P ORT
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CREATIVE QUERYING…WITH EXPORT
Export gifts for a particular gift query in a constituent export!
Wait, why is this cool?
You can filter out gifts based something other than the pre-defined filters… such
as gift attributes, gift codes, gifts linked to Event registrations, linked to
memberships.
*
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Customer quote:
“I have to jump back and forth between Excel and
the RE Export function, relabeling...again and
again. Also, my label names would be more
consistent”
RAISER’S EDGE 7
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CHANGING EXPORT HEADERS RE
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RE P ORT ING AND DAS HBOARDS
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PIVOT REPORTS
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DASHBOARDS OFFER QUICK AND EASY DATA!
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QUERIES AS DASHBOARD PANELS
• Place commonly run queries on Dashboard for easy access
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DASHBOARD IDEAS
Giving
Gifts from unassigned prospects
Daily gifts
Gifts from Board Members
Annual fund donors who reached a
certain giving level
Gifts at certain dollar amount
Gifts to specific campaign priority
Gifts to particular unit or department
Gifts from alumni of a particular
college or school
Gifts from selected Reunion Class
Actions
Action Reminders
Recent Actions from defined group
Prospects
Prospect lists
Prospect birthdays
Recent gifts from managed prospects
Gifts from prospects
Funds
Newly created funds
Events
Event Summary (personalized with
individual event queries)
Event attendance
Appeals
Appeal Summary
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DASHBOARD TIPS
• TRICK- Can’t find the option to put a constituent query on
Dashboard? Use the Solicitor or Proposal query- it will
allow you to use one!
• Rename columns of queries by right-clicking on results,
Rename Column
• Dynamic queries work best, always refreshing when
dashboard refreshes
• The Query List feature (first released in RE 7.92) is
AWESOME for Dashboard lists!
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T HANK Y OU F OR Y OUR AT T E NT ION… GE T
IGN IT E D!
Tiffany Crumpton
@TiffanyCrumpton