10 Frequently used RELO resources
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Hey RELO Community!
We’ve compiled a list of some of our top RELO resources users have requested while working in the integration. Whether you’re a seasoned user, newly integrated, or training a new employee take a look at some of our most frequently used resources:
Comprehensive resources
Webinars and video trainings
Functions and troubleshooting tips
Do you have any other resources you’ve bookmarked or used with your team? Share your ideas with the rest of the RELO Community in the comments below!
We’ve compiled a list of some of our top RELO resources users have requested while working in the integration. Whether you’re a seasoned user, newly integrated, or training a new employee take a look at some of our most frequently used resources:
Comprehensive resources
- The RELO Integration Guide- This should be your go-to for basic functionality and features. There is also a field mapping section that outlines where each RE and LO field will sync when the integration is turned on.
- RELO Help Guide- Here we have a summarized version of our integration guide for quick questions and easy navigation.
- RELO Integration Hub- Bookmark this link for quick access to release information, upcoming webinars, and our user guides
Webinars and video trainings
- Sign up for our live webinars- We offer free sessions that cover everything from pre-integration to self-service and best practices.
- Watch our RELO eLearning course- Here is another free resource you can stop and start at any time. Learn how to set up cross references, rebuild QPM errors, or download gifts.
Functions and troubleshooting tips
- Knowledgebase -Our #1 resource for troubleshooting. Our Support teams update these on a daily basis with the latest how-tos, errors, and common questions. If you come across an error, try typing the exact text here to search for the resolution.
- Information is not syncing- This is especially useful for customers who host their own RE database and are having trouble with their Web Services.
- What is Queue Problem Management (QPM) – How to resolve errors and what they mean.
- How to use Query in RE to create a Group in LO- When you integrate you can automatically transfer your queries to LO for use such as email advocacy programs
- How to map RE attributes to LO- Use custom attributes to track unique information on your constituent records.
Do you have any other resources you’ve bookmarked or used with your team? Share your ideas with the rest of the RELO Community in the comments below!
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Blackbaud Luminate Online® Blog
04/24/2017 2:37pm EDT
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