Welcome to the Grateful Patient Solution (GPS) family! We’re glad you’re here and want to make sure you get the most of your investment in this powerful product and in ResearchPoint - your software tool that manages the returned data. I like to describe ResearchPoint (RP) as a heavy-lifting assistant because it’s an easy-to-acclimate-to cloud-based program that aids in your investigation into high-wealth, high-philanthropy patients.
After you've completed the technical set-up of the GPS process with a Blackbaud Analytics Data Analyst, time will be scheduled with one of our implementation and fundraising experts to help you navigate a few things that may be new to you. If you've already begun to use GPS data, you'll love this list of resources as well!
Grateful Patient Solution Data
Start here – (15 - 45 min.)
File Processing
Each time you submit a file for process through the Grateful Patient Solution data sources, you get returned results within 90 minutes. It’s returned 2 ways:
This is the same place you’ll access if a file you’ve submitted does not process or if you have any other questions about the GPS process. A support analyst will open a case for support and then assist you with getting help!
Don’t forget to submit a Donor Matching File as well. You can read more about that process and see the required file layout template in the document attached to this blog.
Grateful Patient Solution Data, Overview of the Technical Process and ResearchPoint Software
Now it's time for STEP 2 of the GPS magic - getting acclimated with ResearchPoint.
We archived your customized PowerPoint presentation overview within ResearchPoint’s archival area and it’s easy to retrieve it for sharing or for your own review. You can find it using the following instructions:
In ResearchPoint’s Analysis, Information Library are a few queries that your analytics consultant creates to get you started looking at lists of patients screened that have either:
Continuing Consulting with Your Analytics Consultant
Each year of your GPS subscription you have a set number of hours that you can access with your assigned fundraising consultant. He or she is here to help you think through using the GPS data, ResearchPoint and the Raiser’s Edge (if you have it) for your patient fundraising efforts. Be sure to check out the ResearchPoint document archive because we’ve put some important information in there for you, which might include the following. If it doesn’t, ask your analytics consultant for a copy.
ResearchPoint Quick Start Resources
Start here – (3 - 60 min.)
Welcome to ResearchPoint! your new tool to manage patient prospect data. In combination with your constituent relationship management software, ResearchPoint can be a powerful asset as you research, understand, and connect with potential donors. Our software helps you make decisions about fundraising opportunities with your patient population based on data and analytics. From any Internet browser, you can log in, isolate records, and then send reports to development officers and key organization leaders. Within just a few minutes, you can even let your fundraisers know who’s in the hospital that’s a high-value prospect or a donor to your organization already!
Take RP Complimentary Training Courses and More!
Next – (1.5 – 2+ hours)
Launch the Learn Basics® on-demand eLearning for ResearchPoint at any time that’s convenient for you. We’re always updating these free courses with the most current functionality of interest to new RP users. You’ll learn how to navigate around as well as how to get started with the most popular functions in the software including ResearchPoint’s searchable prospect research data sources like Who’s Who, Real Estate Holdings, Philanthropic Contributions database and Guidestar.
Calling all blog readers and those that manage Grateful Patient Solution data! If you have other resources, you’d like to share for colleagues getting started with GPS and with ResearchPoint, please reply to this blog and list them with links to the resource. Thanks for being a contributor to our Toolkit!
After you've completed the technical set-up of the GPS process with a Blackbaud Analytics Data Analyst, time will be scheduled with one of our implementation and fundraising experts to help you navigate a few things that may be new to you. If you've already begun to use GPS data, you'll love this list of resources as well!
- Easily accessing returned patient lists within ResearchPoint (RP)
- Creating various queries to quickly identify the right prospects for your patient fundraising program
- Handling batch-record upload exceptions in RP that occur from time to time and might be hiding a record result from your query
Grateful Patient Solution Data
Start here – (15 - 45 min.)
File Processing
Each time you submit a file for process through the Grateful Patient Solution data sources, you get returned results within 90 minutes. It’s returned 2 ways:
- Automatically uploaded into constituent records in ResearchPoint
- Flat files returned for self-service retrieval to your designated FTP folder housed on our secure Blackbaud servers. These files are great for archiving your returned data or for importing it into another database if you need to - but most of the time you won't need to do anything with them - instead you'll access the results directly and quickly in ResearchPoint
This is the same place you’ll access if a file you’ve submitted does not process or if you have any other questions about the GPS process. A support analyst will open a case for support and then assist you with getting help!
Don’t forget to submit a Donor Matching File as well. You can read more about that process and see the required file layout template in the document attached to this blog.
Grateful Patient Solution Data, Overview of the Technical Process and ResearchPoint Software
Now it's time for STEP 2 of the GPS magic - getting acclimated with ResearchPoint.
We archived your customized PowerPoint presentation overview within ResearchPoint’s archival area and it’s easy to retrieve it for sharing or for your own review. You can find it using the following instructions:
- Sign into your ResearchPoint account at www.blackbaud.com
- Click on the Prospects functional area in the top left-hand corner of the page
- Visit the list titled Research Tools and click on Target Analytics Model Scores and Ratings Results
- Review the Presentation files by date
In ResearchPoint’s Analysis, Information Library are a few queries that your analytics consultant creates to get you started looking at lists of patients screened that have either:
- High Wealth Attributes like income, assets or wealth indicators
- Robust philanthropy as found in outside philanthropic record databases
Continuing Consulting with Your Analytics Consultant
Each year of your GPS subscription you have a set number of hours that you can access with your assigned fundraising consultant. He or she is here to help you think through using the GPS data, ResearchPoint and the Raiser’s Edge (if you have it) for your patient fundraising efforts. Be sure to check out the ResearchPoint document archive because we’ve put some important information in there for you, which might include the following. If it doesn’t, ask your analytics consultant for a copy.
- Grateful Patient Solution overview PowerPoint presentation
- A document showing you with step-by-step screenshots and instructions on Handling Batch Exceptions in ResearchPoint – because sometimes records will be held back before importing into RP – like if there’s a potential duplicate record in there already. You have to tell RP what you want done with the records that are being held in limbo.
- Resource Guide: Grateful Patient Solution Implementation Benchmarks (Year 1) – a template plan for you to check out
- ResearchPoint and Raiser’s Edge Integration instructions – a screenshot resource
ResearchPoint Quick Start Resources
Start here – (3 - 60 min.)
Welcome to ResearchPoint! your new tool to manage patient prospect data. In combination with your constituent relationship management software, ResearchPoint can be a powerful asset as you research, understand, and connect with potential donors. Our software helps you make decisions about fundraising opportunities with your patient population based on data and analytics. From any Internet browser, you can log in, isolate records, and then send reports to development officers and key organization leaders. Within just a few minutes, you can even let your fundraisers know who’s in the hospital that’s a high-value prospect or a donor to your organization already!
- ResearchPoint Assistance and Resources Web page and Video Library
- Accessing Your ResearchPoint Database by Logging into www.blackbaud.com - YouTube Video (3:05 min)
- Blackbaud’s ResearchPoint Demonstration - YouTube Video (4:40 min.)
- ResearchPoint Datasheet Summary of Features
- Getting Started with ResearchPoint™ Quick Start Guide for Administrators PDF
- Getting Started with ResearchPoint™ Quick Start Guide for Everyone Else PDF
- Get Started with ResearchPoint Links from the Blackbaud Knowledgebase
- Blackbaud Knowledgebase Solutions On-demand
Take RP Complimentary Training Courses and More!
Next – (1.5 – 2+ hours)
Launch the Learn Basics® on-demand eLearning for ResearchPoint at any time that’s convenient for you. We’re always updating these free courses with the most current functionality of interest to new RP users. You’ll learn how to navigate around as well as how to get started with the most popular functions in the software including ResearchPoint’s searchable prospect research data sources like Who’s Who, Real Estate Holdings, Philanthropic Contributions database and Guidestar.
- ResearchPoint: Basics of ResearchPoint (for all users) – 1 hour
- ResearchPoint: Basics of Prospect Research (for users interested in conducting prospect research) – 30 min.
- Integration: Basics of Raiser's Edge and ResearchPoint Integration (for administrators) – 30 min.
- Guide to ResearchPoint’s Searchable Prospect Research Data Sources – White Paper - 20 minutes
- How to Research Anyone in the United States with the Target Analytics® Prospecting Database Search Feature - YouTube Video (9:08 min.)
- ResearchPoint: Fundamentals - Prospect Research (for those ready to get started on your research journey with records, data sources and investigating your donors’ wealth and philanthropy) – 3 hours
- ResearchPoint: Fundamentals - Research Tools (when you’re ready to learn how to manage constituent records in RP, build queries to segment records and print reports) – 3 hours
- Creating a Query in ResearchPoint – YouTube Video (4:31 min.)
- For more classes and role-based course training-paths, see the full Blackbaud University Curriculum Datasheet for ResearchPoint™
Calling all blog readers and those that manage Grateful Patient Solution data! If you have other resources, you’d like to share for colleagues getting started with GPS and with ResearchPoint, please reply to this blog and list them with links to the resource. Thanks for being a contributor to our Toolkit!
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ARCHIVED | Blackbaud Target Analytics® Tips and Tricks
08/08/2019 3:47pm EDT
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Where can I find the RP document archive? I'm looking for this document: Resource Guide: Grateful Patient Solution Implementation Benchmarks (Year 1)
Normally, the Target Analytics consultant will attach this document to the customer's ResearchPoint instance archive of documents. If you can't find it there, please reach out directly for a copy.
The link to this is broken: Guide to ResearchPoint’s Searchable Prospect Research Data Sources – White Paper - 20 minutes
We have an updated document! You may download our Fundraiser's Guide to WealthPoint Data Sources from this Knowledgebase Solution.