Group Sync naming structure

Chris Zello
Chris Zello
Sixth Anniversary Kudos 2 Name Dropper Participant
in Blackbaud Luminate Online® & Blackbaud TeamRaiser® Discussions

We are just getting started with Luminate Online, and are using Omatic to set up many of our formulas. We are in the process of setting up a formula that will use a “Group Sync” which relies on the Groups to be set up within LO.

What have others done to set up the naming of their groups? We are thinking about our donors, Alumni, acquisition, lapsed donors, long lapsed, etc. Could those be the group names?

Or is it better to have more general groups like Alumni, Annual Giving, Acquisition?

Thank you.

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Comments

  • Jeremy Reynolds
    Jeremy Reynolds
    Tenth Anniversary Kudos 2 Name Dropper Participant

    @Chris Zello
    There's no limit on the LO side, other than how much work you want to put into the the logistics of management and how likely you are to use the granularity. I've historically gone for the “more detail is better,” so I like to have a range of general-to-specific groups, so that I can capture all of the different “facets” of a constituent and target them on the LO end.

    For example, I might have “All Alumni” as well as “2024 Graduates”, “2023 Graduates”, etc. Maybe even some collection groups like “Graduates in the last decade” based on a dynamic query.

    Disclaimer, I've been a RELO guy. But I assume this is meta enough it'd transcend which platform you're syncing with.

  • Allison King
    Allison King Blackbaud Employee
    Tenth Anniversary Kudos 5 Name Dropper Participant

    Love both the full groups and the granularity. If possible, using Group Types can help keep all the different groups organized.

  • Will Hull
    Will Hull Blackbaud Employee
    Tenth Anniversary Name Dropper Kudos 1 Participant

    Definitely use the Group Type/folder structure to your advantage under Constitutnet360 > Groups when adding new groups.

    Keep in mind that some clients use the platform for many years, so it is good to get into a good naming convention for group types and group names from the get go so that you can determine or delete a group that would no longer be in use (please note that deleting a group will not delete any of the constituents inside of the group, just the group itself). E.g. a group with 2015 in the name might no longer be in use given that it was used in 2015, so it might be okay to delete that group to eliminate any groups that are no longer necessary to keep in the platform.

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