Hello all! Here are the details for one of our upcoming webinars: I invite you to ask questions that you'd like answered here or in the webinar; as well as to share any experiences you have relevant to the subject! I'll be inviting the speakers to join us here in the discussion both leading up to the webinar as well as for…
What are the best practices for managing reports after a screening in Research Point?
Has anyone found a way to query data from BB Merchant Services?
How do you ensure that constituent postal addresses are up to date? Do you for example send an email out to constituents to ask if this is still accurate? A form or maybe a link. I am curious to know how others update the postal address records? Thank you :)
Hi, Thanks in advance with your help with the advice for the question below. What data points in Raisers edge helps with finding good prospects in Research point. While researching for new or existing prospects what kind of data needs to be looked into that determines a donor's probability of giving. I am trying to build…
I am trying to understand what field in RE helps to enhance prospects in the research point. Maybe the follow-up question i,s other than the wealth analytics, what's another way to enrich the RE data for fundraisers?
We have set up API with our third party agency to get tokenized cards. But we are having difficulty in updating new card details we receive from third party agency of existing active RG donor . What is the current process .Would love to hear so we can improve our process.
We screened individuals with Fundraising Essential in 2013-15, and the data from Raiser's Edge including giving, addresses, etc. is still from that time. We stopped using ResearchPoint in 2017, but we want to be able to use it with current giving and address information. Can someone please advise on how I can update the…
What do the various fields mean? There must be a list somewhere but I haven't found it. I want a list that defines the export fields. For instance: Are “total confirmed assets” gross or net? Is “major giving capacity value” the prospect's capacity over the course of one year, or how many years? What is “income identified”…
Hello Everyone, Is anyone else using a Grateful Patient program that exports Epic patient data to a WEBI universe? We're encountering an issue with the formats supported by WEBI reports and its scheduling tool. The Blackbaud Grateful Patient Program only accepts CSV or pipe-delimited files, but the scheduler in WEBI can…
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