Unlock the Full Potential of Raiser’s Edge NXT®: Transform Efficiency into Impact

Sikheria Wade
Sikheria Wade
Seventh Anniversary Participant Blackbaud Certified Blackbaud Staff
in Blackbaud Raiser's Edge NXT® Blog
In the fast-paced world of nonprofit management, efficiency is key. Blackbaud's Raiser’s Edge NXT® offers powerful tools to automate manual tasks, freeing up your time to focus on what truly matters—your mission.

Why Automation Matters

Automating workflows in Raiser's Edge NXT is invaluable for nonprofit organizations. It significantly boosts efficiency by reducing manual tasks, allowing staff to concentrate on strategic initiatives that drive your mission forward. Imagine being able to send personalized thank-you emails to donors without lifting a finger, or having accurate donor records updated automatically. These are just a few ways Raiser’s Edge NXT can transform your work. Let's explore how you can leverage automation to boost efficiency and drive your mission forward.

Effective Ways to Leverage Automation

  1. Automate Donor Acknowledgements Acknowledging donations promptly is crucial for donor retention. With Raiser’s Edge NXT, you can set up automated workflows to send personalized thank-you emails as soon as a gift is received. This ensures every donor feels appreciated without the need for manual intervention. Additionally, check out one of our newer features AI Acknowledgments that uses AI to send your emails in less time.

  2. Streamline Data Entry Manual data entry can be time-consuming and prone to errors. By using tools like Microsoft Power Platform, you can create workflows that automatically update donor records, add new constituents, and manage event registrations. This not only saves time but also improves data accuracy. Want to explore this topic more? Check out Data Entry in Blackbaud University and learn how to optimize your process!

  3. Automate Reporting Generating reports manually can be a daunting task. Raiser’s Edge NXT allows you to automate the creation and distribution of Fundraising Dashboards. Set up scheduled reports to be sent to your team or board members, ensuring everyone stays informed without the need for manual compilation.

  4. Trigger Notifications for Key Events Stay on top of important events by setting up automated notifications. Whether it's a major gift, a donor's birthday, or a volunteer sign-up, you can configure Raiser’s Edge NXT to send alerts to relevant team members, ensuring timely follow-up and engagement.

  5. Modernize Gift Management Managing fundraising involves numerous tasks, from sending out appeals to tracking responses. With Raiser’s Edge NXT, you can automate many of these processes. For example, you can set up workflows to send follow-up emails based on donor gifts, track gift information, and update records automatically. If you want to take a step further take the course Streamline Gift Management in Blackbaud University to master gift management!

The Impact of Automation

Overall, automating workflows in Raiser's Edge NXT is invaluable for nonprofit organizations. It significantly boosts efficiency by reducing manual tasks, allowing staff to concentrate on strategic initiatives. By leveraging the available tools, you can reduce administrative burdens, improve data accuracy, and ensure timely communication with your supporters.

Take the First Step Now:

  1. Explore Automation Features: Dive into the powerful tools Raiser’s Edge NXT offers and see how they can revolutionize your workflow.
  2. Implement Best Practices: Begin with the strategies outlined in this post to start automating key tasks. Additionally, learn more about Raiser's Edge NXT Best Practices in Blackbaud University!
  3. Stay in the know!: For detailed guidance and resources, visit the Raiser’s Edge NXT Resource Center

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