Ready, Set, ACTIONS!

Becca Rosin

Think about making a coffee run for a group at the office. It should be simple, right? You just need as many cups of coffee as there are people.

But that’s far from reality. People take their coffee numerous ways. There are different styles of coffee drinks and ways to prepare them—hot, cold, iced, shaken, with whipped cream—and six different types of milk! A coffee run requires copious notes.

Now think about contacting a constituent. Also simple in theory but complicated in practice. When creating communications, there are different channels, motives, and more to consider—and they all need to be documented for internal purposes. Just like a coffee run, failing to take down the details can lead to inaccuracy and missed targets.

Luckily, there’s functionality for tracking interactions and tasks associated with constituents or prospects, and the new Blackbaud Raiser’s Edge NXT Actions course covers it thoroughly. You’ll learn how to effectively use Actions within the database for improved communication between fundraisers, constituents, and your organization. This course expands on the different Action categories vital for capturing detail and explores how to configure specialized Action types for the unique needs of your team. You’ll practice how to add, manage, and access Action records via the Work Center or Lists, as well as different methods of Actions analysis.

After this course, you’ll know how to streamline and organize your fundraising communications for optimal success. Things may run so smoothly that you might even require less caffeine!