How to use ResearchPoint data in NXT

Brendan McCoy
Brendan McCoy
Third Anniversary
in Blackbaud Raiser's Edge NXT®: General Discussions

We recently got our data back from our Blackbaud Modeling Scores analysis where we screened our top records to get Major Gift Likelihood, Planned Gift Likelihood, TGR, etc. How are people noting the top prospects from research point in NXT? Are you dumping any new prospects into identification in the prospect management tile? We don't have a full time prospect researcher and want to make it as easy as possible for our gift officers to have a list of people who are newly identified.

Answers

  • Carlene Johnson
    Carlene Johnson Community All-Star
    Tenth Anniversary Kudos 5 PowerUp Challenge: Data Health #3 First Reply

    Do you know how to sync your records from RP to RE? If so, you can select which ratings you want to come into RE on the Ratings tile. Once those are in you can make Lists or Queries for folks to review based on various ratings. I'd connect with whomever you worked with from BB to develop the ratings and ask for their assistance and/or recommendations on syncing that data to RE.

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