Workflow Designer Preview And Coming Attractions! 5657

Workflow Designer Preview And Coming Attractions!

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b5d0b8d07082b23541e07a13d9b7ebbf-huge-woThere always seems to be something to look forward to from Hollywood during the summer months, and Blackbaud's taking the same approach. As mentioned in our recent announcement about Events functionality, we're gearing you up for our coming attractions through preview releases. 

Our latest preview is Workflow Designer functionality and it is currently available to a limited number of Raiser's Edge NXT customers. 

Note: Over the next several weeks, we expect to roll out Workflow Designer in waves to all Raiser’s Edge NXT customers. To learn more about how Raiser’s Edge NXT releases functionality in waves, see this post about our MVP approach to releasing new features.

In Workflow Designer, you can:
  • Build a workflow with a series of RENXT Actions
  • Assign each action to a fundraiser
  • Separate those actions with conditions (time and action complete status)
  • Add more constituents or lists of constituents to an active workflow
  • Activate the workflow immediately or at a scheduled date and time
Soon, you’ll also be able to:
  • Make the list for a workflow “dynamic", meaning that new constituents added to a list will get automatically added to the workflow
  • Create conditional if/then branches in a workflow
  • Copy a workflow
  • Automate the sending of emails*
What use cases can Workflow Designer help you with today?

There are several use cases that can help you discover and use Workflow Designer functionality more easily. Check out some of the use cases below! 

New Donor Cultivation


Create a workflow to cultivate a new donor so they can continue to support and engage with your organization. Here's an example of the series of RENXT Actions you could use:
  • Send Thank You Email
  • Phone Call from Fundraiser with Introduction and Thank You
  • Send brochure in the mail for upcoming events and activities
Internal Organization
When you are planning for upcoming events, or regular occurrences that happen at your organization, you typically have a series of “tasks” that you need to complete to get prepared. Use Workflow Designer to automate those tasks for yourself or others at your organization. Here's an example workflow of RENXT Actions for event preparation:
  • Send Email Invitation
  • Mail Event Invite
  • Print sign up/registration sheets for event day
  • Order swag items
  • Send email reminder
Meeting Preparation

For occasions where you need to meet with a large group of your donors, use Workflow Designer to simplify the preparation for that meeting. Instead of adding an RENXT Action to each donor record individually, use Workflow Designer to add the action to all of their records at once. This will still be an individual action on each record that would need to be completed, but it saves you time in adding the actions manually.


How do I find Workflow Designer? 

If you are an admin, you’ll see Workflow Designer in the navigation under Tools when it’s available for your organization. To enable other users to access Workflow Designer, create a role and add them to it from Control Panel, Security.

We look forward to partnering with all of our customers as we continue to evolve our Workflow Designer features! As you start to work with the features, be sure to discuss your thoughts and share your ideas in the Community to help guide their development.

For more information on Workflow Designer, see the feature overview video here

*For Blackbaud Marketing Solution Clients
News Blackbaud Raiser's Edge NXT® Blog 05/08/2019 8:00am EDT

Leave a Comment

7 Comments
Thank you.

Any update for AUS market? This is a major reason we as an org invested in going to NXT.
Kylee Long Kylee Long Jul '19
Hi Everyone!

Sorry for the delay in response.  Workflow Designer is now fully deployed in the U.S. and we are currently working on getting Europe, Canada and Australia access as well :).  
I cannot wait to use this for moves management for targeted donors. It looks like it's still not completely rolled out?
Has this been rolled out fully yet?
Kylee Long Kylee Long May '19
Re: Sunshine

We do have a webinar posted in the community here: https://community.blackbaud.com/reviews/item/7/2718. This is a webinar training that I did last week that covers what we have now, and what is coming next.  We should also be having a training course webinar around the 22nd as well. I would think that registration should be posted soon, if its not already. Hopefully those 2 things will help! :)
Please provide some training on this feature. Even a webinar would be helpful. Thank you!

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