Land conservation prospects - best practices

Heather Jacob
Heather Jacob
Fourth Anniversary Name Dropper Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions
Hello,


I work for a land conservation foundation and I'm looking for some advice on best practices. We use Raiser's Edge and NXT for donor relations, but now we want to use it for tracking land owners and the various steps and communications that the land protection people take in their process of identifying lands to try to acquire and conserve. They want every little detail saved in the database and want to be able to pull mailing lists based on those miniscule details. I'd just love to hear from anyone who works for a similar organization and how you do it.

Comments

  • Veronica Renzo
    Veronica Renzo
    Tenth Anniversary Kudos 3 Name Dropper Participant
    Hi Heather,

    We use attributes, notes and actions to track all of this. What database does your land team use?
  • Heather Jacob
    Heather Jacob
    Fourth Anniversary Name Dropper Facilitator 1
    They have everything in spreadsheets right now :-(


    They want to be able to segment their mailings down to people who own more then X acres or border on a waterway or have rare plant species, etc. I'm thinking of attributes for the water, rare, species, and the like, and maybe an attribute that would house the total acreage the person owns, then there could be notes detailing each parcel that they own. I can get them engaged with the prospect and opportunities to track where they are in what projects, I guess it's just figuring out were to put the various bits of data. Do you think it's possible to have too many constituent attributes?
  • Veronica Renzo
    Veronica Renzo
    Tenth Anniversary Kudos 3 Name Dropper Participant
    We have spreadsheets that I compare to RE to have the data in both places....


    Yes and no to the too many attributes. I like attributes because they are so easy to query on. So yes, you could have your category with the description and comments populated. I would just be sure that you are very organized putting the data in so that when you export the data it is the way you want to see it in the excel sheet so you are not editing too much. ?
  • Heather Jacob
    Heather Jacob
    Fourth Anniversary Name Dropper Facilitator 1
    Thanks Veronica! I may have to pick your brain some more as we get everything laid out.
  • Veronica Renzo
    Veronica Renzo
    Tenth Anniversary Kudos 3 Name Dropper Participant
    Happy to help anytime. Good luck!

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