ignite session: tips & tricks in the raiser's edge

10/7/2013 #bbcon #reignite 1

Ignite Session:

Tips and Tricks in The Raiser’s Edge

PRESENTED BY TIFFANY CRUMPTON

10/7/2013 #bbcon #reignite 2

• A presentation are 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?

10/7/2013 #bbcon #reignite 3

TWEET ABOUT THE SESSION… AND IT’S

FOR A GOOD CAUSE!

#BBCON

#REIGNITE

@TIFFANYCRUMPTON

10/7/2013 #bbcon #reignite 4

POTENTIAL AFTERMATH OF IGNITE

SESSION

10/7/2013 #bbcon #reignite 5

One Presenter

75 minutes

30 Ignite Ideas

3 Mountain Dews + 4 cups of coffee consumed today

OUR MISSION TODAY- BY THE NUMBERS

10/7/2013 #bbcon #reignite 6

THINGS YOU WILL SAY DURING THIS

SESSION

I wish she

would slow

down… for

real

I can’t wait to tell [insert name of coworker]

about this…they will

FREAK out!

Where was

that feature again?

I didn’t know I

could do

THAT!?!

Is she talking

really fast- or

have I not had

enough

coffee?

OMG

10/7/2013 #bbcon #reignite 7

• You will become increasingly popular in the office

• Your boss will start asking you for more cool things

after seeing what you learned

• You can pretend that my tips and tricks were YOUR

ideas so you are even MORE popular in your office.

• You can even allow your co-workers to try some of

this after you share this info with them

THINGS THAT WILL HAPPEN AFTER

THIS SESSION

10/7/2013 #bbcon #reignite 8

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!

10/7/2013 #bbcon #reignite 9

Homepage/

Navigation

Record Viewing/

Management Mobile

Batch Data Management Query

Exporting Reporting and Dashboards

KEY FOCUS AREAS

10/7/2013 #bbcon #reignite 10

HOMEPAGE/NAVIGATION

10/7/2013 #bbcon #reignite 11

1

10/7/2013 #bbcon #reignite 12

1

10/7/2013 #bbcon #reignite 13

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

2

10/7/2013 #bbcon #reignite 14

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

3

10/7/2013 #bbcon #reignite 15

MAKE A RECURRING TASK A FAVORITE

AND PARK IT ON YOUR DESKTOP OR

DELEGATE A TASK BY PUTTING IT ON A

CO-WORKER’S DESKTOP

3

10/7/2013 #bbcon #reignite 16

SET UP DEFAULTS TO FACILITATE DATA

ENTRY

Be sure to catch

Craig

Haubrich’s

session on RE

Default Sets!

Tues- 10:45 AM

4

10/7/2013 #bbcon #reignite 17

ALERT YOUR USERS WHEN THEY OPEN

CONSTITUENTS WHO REQUIRE SPECIAL

HANDLING 5

10/7/2013 #bbcon #reignite 18

• 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”

- Action Tracks

- Default Sets

- Install Samples

- User Options

NAVIGATION TIPS!

6

10/7/2013 #bbcon #reignite 19

RECORD VIEWING OPTIONS/CUSTOM VIEWS

10/7/2013 #bbcon #reignite 20

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.

*

7

10/7/2013 #bbcon #reignite 21

USE CUSTOM VIEWS TO CHANGE THE WAY

A RECORD LOOKS

Only show what you

need to see!

8

10/7/2013 #bbcon #reignite 22

BUILDING A CUSTOM VIEW IS EASY! NO

WEB/HTML KNOWLEDGE NEEDED 8

10/7/2013 #bbcon #reignite 23

APP OMATIC VIEW

9

10/7/2013 #bbcon #reignite 24

LET’S GET MOBILE!

10/7/2013 #bbcon #reignite 25

Your response to

the RE Mobile app

was GREAT!

- Over 2,700 Organizations have

installed it

- App has been

downloaded onto

more than 16,000 devices

RE MOBILE

10

10/7/2013 #bbcon #reignite 26

RE MOBILE EVENT APP

11

10/7/2013 #bbcon #reignite 27

BATCH/GIFT ENTRY

10/7/2013 #bbcon #reignite 28

CHANGE FIELDS GLOBALLY IN BATCH

12

10/7/2013 #bbcon #reignite 29

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)

*

13

Lesson from a fellow client: Set up your

default row first so it will fill down

10/7/2013 #bbcon #reignite 30

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

14

10/7/2013 #bbcon #reignite 31

RE 7.93 RE

7.93

14

10/7/2013 #bbcon #reignite 32

DATA MANAGEMENT

10/7/2013 #bbcon #reignite 33

TABLE CLEANUP UTILITY

Standardize data

Eliminate

misspellings

Remove duplicates

KB BB81596

15

10/7/2013 #bbcon #reignite 34

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

16

10/7/2013 #bbcon #reignite 35

• Globally delete records – BACKUP your database first!

- Example for obsolete attributes and actions

Screen is found in Administration,

Globally Delete Records

16

10/7/2013 #bbcon #reignite 36

NEW DUPLICATE MANAGEMENT! RE

7.93

17

10/7/2013 #bbcon #reignite 37

QUERY

10/7/2013 #bbcon #reignite 38

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.

18

10/7/2013 #bbcon #reignite 39

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. Use

brackets with a comma to search two values at

the same time- ex. [C,K]

WILDCARDS… I THINK I LOVE YOU! (THESE WORK IN RECORD SEARCHING TOO!)

19

10/7/2013 #bbcon #reignite 40

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

20

10/7/2013 #bbcon #reignite 41

COMMON QUERY QUANDARIES

• How to include/exclude specific records in a query

- Specific Record field or NEW Query List feature!

- EXPERT TIP- copy and paste up to 500 constituent IDs from Excel

into Constituent ID ONE OF field in Query! Be sure to scroll all the

way to the bottom of the list before copying.

• How to query on record property fields (Date Added, Date

Last Changed)

• Gifts (One time gifts) vs. Summary Information (cumulative

gift totals)

• How to query on “linked gifts” to include/exclude event

payments, membership dues, etc.

- Use “Gift is Linked To” field

21

10/7/2013 #bbcon #reignite 42

COMMON QUERY QUANDARIES (CONT)

• 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

21

10/7/2013 #bbcon #reignite 43

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.

22

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?)

10/7/2013 #bbcon #reignite 44

ANYONE’S HEAD SPINNING YET?

10/7/2013 #bbcon #reignite 45

TWEET AWAY… IT’S FOR A GOOD CAUSE!

#BBCON

#REIGNITE

@TIFFANYCRUMPTON

10/7/2013 #bbcon #reignite 46

BASING A QUERY ON ANOTHER QUERY 23

10/7/2013 #bbcon #reignite 47

EXAMPLES:

• Quick data entry changes “on the fly”

• Scroll through records in query order to spot check data results

ACCESSING RECORDS…FROM A QUERY

24

10/7/2013 #bbcon #reignite 48

QUERY LIST FIELD ADDITIONS RE

7.93

25

10/7/2013 #bbcon #reignite 49

EXPORT

10/7/2013 #bbcon #reignite 50

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.

*

26

10/7/2013 #bbcon #reignite 51

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

27

10/7/2013 #bbcon #reignite 52

CHANGING EXPORT HEADERS RE

7.93

27

10/7/2013 #bbcon #reignite 53

REPORTING AND DASHBOARDS

10/7/2013 #bbcon #reignite 54

PIVOT REPORTS

28

10/7/2013 #bbcon #reignite 55

DASHBOARDS OFFER QUICK AND

EASY DATA! 29

10/7/2013 #bbcon #reignite 56

QUERIES AS DASHBOARD PANELS

• Place commonly run queries on Dashboard for easy access

30

10/7/2013 #bbcon #reignite 57

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

30

10/7/2013 #bbcon #reignite 58

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!

30

10/7/2013 #bbcon #reignite 59

THANK YOU FOR YOUR ATTENTION… GET IGNITED!

Tiffany Crumpton

tiffany.crumpton@blackbaud.com

@TiffanyCrumpton

#reignite