1. WELCOME
TIPS & TRICKS
IN THE RAISER’S EDGE
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2. RE/WEALTHPOINT INTEGRATION
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3. RE/WEALTHPOINT INTEGRATION
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4. ACTION TRACKS: DEFINE, THEN ASSIGN
• Use Action Tracks to develop a plan that only requires data entry
• Define the process, then Assign to records
- Let your desired process determine the rules
- Use Action queries to “explain” the rules to The Raiser’s Edge
- Useful for Event planning and Appeal execution as well!
Screenshot from Tools menu, Action Tracks,
Define Action Tracks4

5. DEFAULTS SAVE TIME!
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6. AUTOMATE OTHER THINGS…
• How do you get information to people on the road?
- E-mail?
- Voicemail?
- Web Access?
• The Raiser’s Edge can automate itself using RE:Queue
- Possibly the cheapest module
- Very easy to forget that you have it
- Check RE:Admin to see if you do
• Use it for:
- Automatically E-mailing information
- Exporting data to a network folder
- Sending correspondence
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7. CONSIDER THIS (COMMON?) EXAMPLE:
• You are traveling to another city
- You want to visit a couple of key prospects
- You need information to review before the meetings
- You want to quickly follow up with them afterwards
• Automate each of these data
- Receive today’s appointment profiles by E-mail
- Mark activities as completed (remotely) or appoint someone else to do it
- Schedule follow-up correspondence to occur based on action details
• The process:
- Create a query of constituents who have an appointment scheduled for
“today” (or this week)
- Create a queue that E-mails a profile
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8. RE:QUEUE
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9. UNDER THE HOOD
• Create a query of constituents who have an appointment scheduled
for “today” (or this week)
• Create a queue that E-mails a profile for anyone in the query
- You will need Microsoft Exchange for execution
- For best results, use ADOBE PDF as the format
• Create a separate queue for correspondence follow-up
- This could print to an office printer for another staff to pick up and mail
- Little data entry has to be required
- Use Follow-up Letters to customize the letters based on details from the
Action
• Consider using Action Attributes to further personalize the messages
• Combine this with Action Tracks to automatically schedule a follow-up
activity
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10. CONSIDER EXCHANGE INTEGRATION WITH HANDHELD
• If you have a handheld, make sure you understand all of the features it
offers
- With Outlook, you can access contacts brought from The Raiser’s Edge
- View appointments made through Actions on your calendar
• Most allow you to open attachments (like the attachments that
Raiser’s Edge is sending you via RE:Queue)
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11. ENCOURAGE STAFF ADOPTION WITH CUSTOM VIEWS
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12. START WITH A BLANK SCREEN
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13. DRAG & DROP THE FIELDS YOU WANT
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14. SWITCHING INTO A CUSTOM VIEW
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15. USING FRAMES
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16. ROLLUP LINKS
• These work like grids, but require the user to click on the link to
expand for details
• Add a rollup link first, then drag the fields you want to appear in the
grid
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17. ARE PIVOT REPORTS RIGHT FOR ME?
• They are right for everyone!
• Unlike the opposite sex, Pivot Reports are:
- Always flexible
- Easy to work with
- Simple to understand
- Great for commitment-phobes
• A simple 3 step process makes pivot reports a reality
for you
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18. STEP 1: USE QUERY OUTPUT
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19. STEP 2: IN REPORTS, CREATE A PIVOT REPORT
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20. STEP 3: DRAG & DROP REPORTING!
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21. GROUPING BASED ON WEALTHPOINT DATA
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22. GROUPS BASED ON PROSPECT RATINGS
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23. COMMANDS AND OPTIONS…
Change the name of
fields and colums
Change the way
numbers are
formatted
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24. TIP: USE GIFT DATE BREAKDOWN
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25. USE PERCENT OF ROW TOTAL
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26. SWITCH TO PERCENT OF COLUMN
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27. TIP: USE THE FIELDS AND TOTALS THE REPORT GIVES
YOU
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28. CREATE YOUR OWN TOTAL!
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29. CHART THE DATA AUTOMATICALLY
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30. BONUS SECTION! BBNC TRICKS:
AUTOMATE GENERAL CORRESPONDENCE
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31. BBNC TRICKS: USING SCHEDULED EMAIL
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32. BBNC TRICKS: CUT DOWN ON TOTAL EMAILS WITH
CONDITIONAL CONTENT (BASED ON QUERIES)
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