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Welcome To Blackbaud: New Customer Orientation

Are you new to Blackbaud or new to an organization that uses Blackbaud solutions? Your Customer Success team provides weekly sessions to walk through all of the resources available to you and happy to help make sure you have access to all of them. This blog post will be used to allow all new contacts to post questions and ask for help or get information about the Customer Success - New Customer Orientation sessions. If you have any questions, please post to this blog and a Customer Success Manager will respond. 
Posted by Kent Gilliam on Jul 15, 2019 12:18 PM America/New_York

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  • Posted Wed 17 Jul 2019 02:20 PM EDT
Hello! Thank you for setting this up.
I'm having trouble previewing our milestone autoresponders. Is there a way to see how they will look when we set up default text and then the customized milestone level is embedded? I tried doing the test drive to look at this, but couldn't find how to get the milestone autoresponders to do a text send or preview. Thank you!!
-Bridget Hultgren, AAD
  • Posted Mon 22 Jul 2019 10:38 AM EDT
Also, how do I sign up for the New Customer Orientation Sessions? Thanks!
  • Posted Mon 22 Jul 2019 10:39 AM EDT
Hi Bridget Hultgren‍... For your question about milestones, I would encourage you to post product-specific questions in the corresponding sub-community. But just quickly... the "test drive" of TeamRaiser is really best done by doing it all live. There's just so much conditional coding done based on the fr_id and such that sometimes going through the "test drive" function doesn't give you a true representation. 

As for the orientation sessions... invites should be going out this week. Or you can register here:

  • Posted Mon 22 Jul 2019 02:00 PM EDT
This is a Great idea! I will be back and will point new users to this as they come on-board.
  • Posted Fri 26 Jul 2019 09:35 AM EDT
I have clients that are newer to ResearchPoint- I'd love to ask them if they would be interested in a call.
  • Posted Thu 22 Aug 2019 08:46 AM EDT