We have one campaign (membership) that we want to attach solicitation letters to individual donor records. What is the best way to do so? Then, what do we do when we have multiple campaigns in the same year?
Blackbaud quietly rolled out “Blackbaud Pays” in September, 2022 and we enjoyed several months of paying no credit card fees for donations coming in through our DIY donation form. There was no explicit information about how this works except this verbiage on the DIY forms: “With Complete Cover™, Blackbaud waives the fees…
Our organisation hosts large events a few times a year and the guest list is always a headache. Staff managing invite/door lists want to sort by last name but many of the invitees are the main contact for an organisation so their Sort Name is the organisation name, not 'Last, First' like the default for Individuals. Invite…
Hi, I'm Andy Ellis from a UK Charity, Staying Put. We've never had a CRM before and have just purchased E-tap. The system is up and running and I now have the task of creating records for individuals and for Grant making organisations, where the bulk of our money comes from. So, in creating a record, let's say for BBC…
Hello from Saskatchewan, Canada - a donor made an online donation and she made an error on the spelling of her name. She requests a new receipt with the correct spelling. If I reverse her original donation, will I lose her credit card information? We have corrected the spelling in her persona.
Hi all, I am new to eTapestry but my organization is not. I'm wondering how to create a query that will generate thank you letters based on the type of donation ie. in-kind, tribute, etc. Any help would be greatly appreciated! Thanks, Hannah
Hi, I'd like to know if there is a way to search eTapestry for notes that I (or another user for that matter) have recently authored. Anyone have any experience with that?
This is a thread for all Blackbaud eTapestry® users to introduce themselves! Tell us about you, where you are from (if you are comfortable sharing), a fun fact about yourself, and how long you've been using eTapestry.
Hi everyone, We are a tiny UK charity who are just starting volunteer recruitment for fundraising volunteers. I am wondering what the best practises are for recording individuals as a volunteer on their account? BlackBaud help suggested adding a new persona called “volunteer” but any other suggestions? Thanks!
Howdy folks. Just wanted to remind everyone that this upcoming Tuesday, January 24 at 11am ET/4pm GMT is the next Open Office Hours that I'll be doing live to help answer questions. I suspect most questions this month will be around preparing tax letters and receipts for 2022. That said, I will gladly answer as many…
It looks like you're new here. Sign in or register to get started.