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Poll on how others use RE NXT Workflow
Hi all! Does anyone have examples of how they are using Workflow well in regard to donor touchpoints and stewardship? I'd love to know what's working for others as it's not a function I'm familiar with. Thank you in advance!!
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Creating a Workflow for New Gifts
Hi! We'd like to implement a workflow for a handful of processes. One workflow we're interested in setting up is a “qualification workflow” for donors who gave their “greatest” gift of $1k+. The intention is to create a process for our gift officers to reach out through a variety of actions for any donor $1k+ to determine…
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Thoughts from users of AlumniFinder for data appends
Would love to hear from anyone who has utilized data appends with AlumniFinder. We are looking at all their services to decide what might be valuable to us. We do run BB's quarterly NCOA updates but last fall found that addresses are not getting updated like we thought when a return rate was HUGE on a first class mailing.…
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RENXT Modules & 3rd Party Apps Recommendations
We are a university using RENXT, up for renewal, and want to explore what modules and 3rd party apps other NPO’s are using, that we don’t currently use, but may want to add. We currently subscribe to the Complete Package and use EFT’s, Event Module, Tribute Module, Volunteer Module, Just Giving, Online Express and some…
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RENXT Modules & 3rd Party Apps Recommendations
We are a university using RENXT, up for renewal, and want to explore what modules and 3rd party apps other NPO’s are using, that we don’t currently use, but may want to add. We currently subscribe to the Complete Package and use EFT’s, Event Module, Tribute Module, Volunteer Module, Just Giving, Online Express and some…
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RENXT Modules & 3rd Party Apps Recommendations
We are a university using RENXT, up for renewal, and want to explore what modules and 3rd party apps other NPO’s are using, that we don’t currently use, but may want to add. We currently subscribe to the Complete Package and use EFT’s, Event Module, Tribute Module, Volunteer Module, Just Giving, Online Express and some…
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Mailings
Good morning, We have been keeping track of our mailings in the attribute tab of RE. It's starting to look very messy! Is there a way to organize this more efficiently?
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Integration Issues with 3rd Party Platforms
Over the years as we've used various third party platforms for fundraising, I've found that integration often involves a rock and a hard place and I was wondering if anyone has any advice or wisdom they could share on the topic. While it is commonplace for platforms to offer prebuilt connectors that save the time of…
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Duplicate Merge improvements
I came back from vacation and saw in the “What's New” the improvements to the duplicate merging. Most vitally, the addition that some missing pieces like Opportunities are now included in the merge, and the ability to choose what to do with soft credits, and delete the source record. This seems to solve so many challenges!…
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PDF Giving Statements - not kept in queue?
Hi all, I'm trying out the functionality of giving statements, a common refrain here on the forums. My question is how long I should expect the prepared PDF statements to stay in the queue? The way they're organized led be to believe they'd be there for a while, but the ones I've made have disappeared after about two week.…