Blackbaud Target Analytics® Tips and Tricks 19
Blackbaud Target Analytics® Tips and Tricks
220 Posts 11
Blackbaud Target Analytics® Tips and Tricks.
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ResearchPoint™ 5.27 Release: What You Need To Know Before Using The Raiser’s Edge®-ResearchPoint™ Integration 8735

There was an update to Blackbaud Raiser’s Edge®-ResearchPoint™ integration that may affect how and when you sync your data to RE. Please read this blog post if you use the integration to sync wealth data and/or model scores to RE to learn about the actions you may need to take before syncing any records after October 28, 2022.

Raiser's Edge®-ResearchPoint® Integration Tips: Part 2 - Using The Integration 8484

Learn tips and tricks of using the Raiser's Edge®-ResearchPoint® integration from a Strategic Consulant with the Data Intelligence team, formerly Target Analytics. This blog is part 2 of 2 in the series.

Raiser's Edge®-ResearchPoint® Integration Tips: Part 1 - Configuring The Integration 8482

Learn "pro tips" from a Strategic Consultant with the Blackbaud Data Intelligence team, formerly Target Analytics®, to setup your Raiser's Edge®-ResearchPoint® integration. This blog is part 1 of 2 in the series.

Syncing Affluence Insight Prospects with Negative Net Worth Amounts from ResearchPoint to Raiser’s Edge 8153

This is a blog post to help provide specific next steps for Raiser's Edge clients who have Target Analytics Affluence Insight negative Net Worth scores that are preventing those affected records from importing results for all analytics that sync from ResearchPoint into Raiser's Edge via the integration.

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ResearchPoint™ Export Tips: Adding Grateful Patient Solution Encrypted Fields To Export Definitions 8117

Sometimes it is necessary to extract data from your ResearchPoint™ database to share with your colleagues, yet Query is not always the best tool for this task. Export Definitions are a great way to export data without duplicates you may see in the results of a query or research list, especially when including attributes about your patient prospects. ...

ResearchPoint™ Tips: Adding Grateful Patient Solution Encrypted Fields To Queries And Research Lists 7994

Queries and Research Lists are at the heart of identifying patient prospects. Once your organization is using the Grateful Patient Solution encrypted attributes to store sensitive patient data, you will want to update your prospect lists. This blog will review how to navigate to and to use these attributes in Query and Research Lists.

ResearchPoint™: Get To Know Your Grateful Patient Solution Encrypted Fields 7987

Have you heard that there are now attributes with additional field-level encryption that you can include in your Grateful Patient Solution patient screening file? If not, this blog is for you! Learn about the new fields to store sensitive patient fundraising data, where to view them on a prospect record, and how to start using them in your ...

Query Tips: How To Find Family Foundation Gifts In ResearchPoint 7691

Increasing concentrations of wealth have played a substantial role in creating family foundations where more and more charity-bound funds are being deposited, accumulated, and then granted. A family foundation is a type of private foundation set up by a family, funded with the family’s assets, and often run by family members who can also ...

Query Tips: How To Find Donor-Advised Fund Gifts In ResearchPoint 7580

Nearly $1 charitable dollar in every $10 in the U.S. came from a donor-advised fund or DAF. Directed donations from DAFs have grown in recent years; in fact, during the first half of 2020 donor-advised fund distributions increased approximately 30%. They accounted for over $9 billion in contributions. Major gift offices are very interested in ...

ResearchPoint Export Tips: Creating An Export Definition With Attributes 7359

Although exports from Query or Research Lists will typically meet your needs, did you know there is another option when you have more complex data extraction needs in ResearchPoint? This blog post will share tips on how to use Export Definitions to create customized Exports with constituent information and Attributes. It will be of particular ...

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Blackbaud Target Analytics® Tips and Tricks 19

Blackbaud Target Analytics® Tips and Tricks.