Jan. 25, 2019 HE-PAG Meeting: Recording Link And Slides

Alison Madrigal

Thank you to everyone who attended the January 25, 2019, HE-PAG meeting. For those who were unable to participate in, the recording links are below:

• Streaming Link: Streaming
• Download Link: Download

Also, the Blackbaud presentation is attached to this announcement.

Higher Education Product Advisory Group

Location: Webex
Date: January 25, 2019
Attendees: Entire PAG Membership
Time: 11:00 – 12:30 Eastern Standard Time

1. Welcome
   1. New Members – University of South Carolina
2. Customer Presentation – Daniel Johnson, University of Georgia

• Event Regrets - To offer a way for invitees to send regrets through online event registration forms, the University of Georgia has created a custom RSVP form that can be placed on any event registration page. It has the ability to autofill an invitee’s contact information and, when submitted, marks invitations as declined directly in CRM. It can optionally be configured to send a staff email notification upon submission. The customization also creates records of each RSVP submission that can be viewed directly on event pages in CRM.

3. Customer Presentation – Erin Weaver, The Ohio State University

• Plans and Opportunities - Reviewing OSU’s process of linking revenue to fundraising opportunities

4. Blackbaud Product Update – Meredith Johnson, Samantha McGuin, & Matt Crawford
   1. SP18 & SP19 update
   2. Blackbaud CRM in Azure
   3. Discovery Session Opportunities – Accessibility (email – matt.crawford@blackbaud.com to get involved)
   4. BBIS Updates and Direction – Mobile Pay Enhancements

5. Subcommittee Reports
   1. Call for new subcommittee suggestions and/or customization needs – email recommendations to Julie Vargo at Vargo.64@osu.edu
6. Follow-up from HE-PAG Meeting in Chicago

Top Discussion Topics

1. Email Editor
2. Simplified Proposals
3. Events
4. Bulk Import
5. Fundraiser Dashboards
6. Planned Giving
7. In-bound and out-bound on Direct Marketing
8. Workflow in CRM
9. Matching Gift Process

7. Ecosystem Survey

• Thank you to everyone who completed the Ecosystem Survey. We will be sending out an MS Access database to every voting member once this meeting is over.

8. Adjournment

• Next Meeting – March 22, 2019 at this same time
• Final questions & discussion items
• Recording of this meeting will be posted in our community within the next couple of days.