BlackbaudU Tips: Let's Get Serious About Action Records

As a fundraiser, one of your primary tasks is securing donations for your organization’s mission. To be successful at this, you need to maintain various interactions with prospects as Action records in Blackbaud Raiser’s Edge NXT®. In this article, you'll find five tips to enhance your action tracking immediately. If your organization is so-so about recording Actions, these quick tips can help you to turn that around. Want to go even deeper on the subject? I encourage you to join us for the Blackbaud Raiser’s Edge NXT: Actions class with Blackbaud University!

As a Blackbaud University instructor, I often hear that teams are not consistently recording meetings or phone call summaries in their system. And I also get to see the complete transformation of someone who sits down in the Blackbaud Raiser’s Edge NXT: Actions class to get serious about Actions. Attendees leave with a completely different mindset about Actions and make a promise to keep improving their recording habits.

The Blackbaud Raiser’s Edge NXT: Actions class will give your fundraisers the complete toolkit for recording Actions beautifully in your system. These are five of my favorite game-changing tips that will help you right now:

• Generate calendar invites from your Action records to appear on your email calendar

• Set a priority level for your Action records to understand importance

• Use the voice-to-text feature while recording actions on your mobile device

• Drag and drop attachments related to the interaction onto the Action record

• Require the “Assign to” field to ensure all Actions will be completed by staff

When you’ve made a pact to get serious about Action records, you’ll see the value appear in your donor relationships. Trends in conversations will lead to what Fund a proposal should be focusing on. Knowing where you left off in a conversation will prevent you from retreading the same information with a donor. Seeing the whole scope of inbound and outbound actions in your system will give you the priceless picture of that donor relationship.

➡Blackbaud Raiser’s Edge NXT experts, what is your favorite feature of action records? Have a tip you’d like to share with the Community? Let’s hear it in the comments! ?