Creating Groups Based On Raiser's Edge Queries

Allison King

Does your organization use both Raiser's Edge and Luminate Online? Did you know that you can create Luminate Online groups from Raiser's Edge constituent queries?

In Raiser's Edge, place a constituent query into the Luminate category. Then in Luminate Online, create a new group. You'll see an option to Map to Offline Logical Segment. From this drop-down menu, select your Raiser's Edge query. All constituent records included in the query will be added to the Luminate Online group. It's that easy.

Just remember that the query in Raiser's Edge must be set with no sort fields, must not be a merge query, and must be set so that others may execute the query.

Want more Raiser's Edge and Luminate Online tips and tricks? If so, we have a new eLearning course just for you!

In Integration: Managing Raiser's Edge and Luminate Online Integration, you'll learn how Raiser's Edge and Luminate Online work together and what is integrated between the systems. Learn about common configuration options and how to set up Luminate Online cross-references and Raiser's Edge queries so information flows from one system to the other.

This eLearning course shows you how to easily process Luminate Online constituents and gifts in Raiser's Edge and how to use Luminate Online Queue Management to ensure everything runs smoothly. And, if you have the RE:Event^™ module, you'll learn how to associate Events with Luminate Online Calendar Events and TeamRaiser^® Events, and process the registrations from Luminate Online in Raiser's Edge.

This eLearning course is available to everyone with a Raiser's Edge or Luminate Online Learn Basics, Learn More or Learn Everything subscription. Launch the video now!

Action Item: To purchase a Learn^® subscription, talk to your Client Success Manager today—and take advantage of other great training opportunities! Learn Basics access is included for all Luminate Online and Raiser's Edge NXT users.