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


• 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?


TWEET ABOUT THE SESSION… AND IT’S

FOR A GOOD CAUSE!

#BBCON

#REIGNITE

@TIFFANYCRUMPTON


POTENTIAL AFTERMATH OF IGNITE

SESSION


One Presenter

75 minutes

30 Ignite Ideas

3 Mountain Dews + 4 cups of coffee consumed today

OUR MISSION TODAY- BY THE NUMBERS

http://www.bing.com/images/search?q=mountain+dew&id=5687E131707A0BCBC6BB40C6FCC9C14C4BD2C44F&FORM=IQFRBA




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


• 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


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!


Homepage/

Navigation

Record Viewing/

Management Mobile

Batch Data Management Query

Exporting Reporting and Dashboards

KEY FOCUS AREAS


HOMEPAGE/NAVIGATION


1


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


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


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


SET UP DEFAULTS TO FACILITATE DATA

ENTRY

Be sure to catch

Craig

Haubrich’s

session on RE

Default Sets!

Tues- 10:45 AM

4


ALERT YOUR USERS WHEN THEY OPEN

CONSTITUENTS WHO REQUIRE SPECIAL

HANDLING 5


• 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


RECORD VIEWING OPTIONS/CUSTOM VIEWS


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


USE CUSTOM VIEWS TO CHANGE THE WAY

A RECORD LOOKS

Only show what you

need to see!

8


BUILDING A CUSTOM VIEW IS EASY! NO

WEB/HTML KNOWLEDGE NEEDED 8


APP OMATIC VIEW

9


LET’S GET MOBILE!


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


RE MOBILE EVENT APP

11


BATCH/GIFT ENTRY


CHANGE FIELDS GLOBALLY IN BATCH

12


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


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


RE 7.93 RE

7.93

14


DATA MANAGEMENT


TABLE CLEANUP UTILITY

Standardize data

Eliminate

misspellings

Remove duplicates

KB BB81596

15


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


• Globally delete records – BACKUP your database first!

- Example for obsolete attributes and actions

Screen is found in Administration,

Globally Delete Records

16


NEW DUPLICATE MANAGEMENT! RE

7.93

17


QUERY


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


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


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


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


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


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?)


ANYONE’S HEAD SPINNING YET?


TWEET AWAY… IT’S FOR A GOOD CAUSE!

#BBCON

#REIGNITE

@TIFFANYCRUMPTON


BASING A QUERY ON ANOTHER QUERY 23


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


QUERY LIST FIELD ADDITIONS RE

7.93

25


EXPORT


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


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


CHANGING EXPORT HEADERS RE

7.93

27


REPORTING AND DASHBOARDS


PIVOT REPORTS

28


DASHBOARDS OFFER QUICK AND

EASY DATA! 29


QUERIES AS DASHBOARD PANELS

• Place commonly run queries on Dashboard for easy access

30


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


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


THANK YOU FOR YOUR ATTENTION… GET IGNITED!

Tiffany Crumpton

[email protected]

@TiffanyCrumpton

#reignite

mailto:[email protected]

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

Technology

date entry tricks

date fields

date trick

craig haubrichs session

cool things

date field pops

todays date hit f2

requests level