Process for streamlining Requests for More Information

Carolyn Copp
Carolyn Copp
Fifth Anniversary Kudos 2 Name Dropper Participant
in Blackbaud Raiser's Edge NXT®: General Discussions

I have a client who is revamping their system for capturing requests for more information. (They already have a vendor who is doing the creative and structure of their site.)

They currently have several forms where someone can request different types of information, to take a tour etc. That form generates an email that is sent to various people within the organization. The information just shows up as text in the email. We would like to centralize the capture of the information and have it sent to a centralized person who could indicate whether or not they want that information to be imported into RE. If the info should go into RE, then they would indicate that and the info would be imported directly.

Or a second option would be to have the info go into a centralized csv file which could be imported via Importacular or using the RE import tool.

Additionally, they would like to be able to customize (with text and photos) the form so that the branding goes with the rest of the website. (They would also like to customize the donation form that is currently set up via the tool in NXT). Are you aware of any plugins/ad ons that can do this? Or has anyone used BB web services to create something like this? Thanks!

Comments

  • Dan Snyder
    Dan Snyder Community All-Star
    Tenth Anniversary Kudos 5 March 2026 Challenge: Answered Questions Commented in Discussion

    @Carolyn Copp I think most of the data capture and review could be accomplished through Power Automate. Depends what information you are looking to add, but that could also be done with Power Automate.

    Even if you did not want to use PA, I would think that you could create a form (Google or Microsoft) that would add the data to a csv and as long as you set up the template correctly for something like Importacular or the RE import tool that should work once the information is approved for entry.

  • Carolyn Copp
    Carolyn Copp
    Fifth Anniversary Kudos 2 Name Dropper Participant

    @Dan Snyder I think you are right…I'm sitting in on a webinar on PA right now!

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