How do you use "How did it go? Thumbs up/Thumbs down?"

Sarah ConnerSmith
Sarah ConnerSmith
Fourth Anniversary Participant Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

Greetings, everyone! I am interested to know how others have been using the Thumbs up/Thumbs up down buttons in Actions. I haven't found documentation yet that provides adequate information about its purpose, or how it is designed to be used. I am not quite understanding the overall value. Does it help you understand frontline activity better? I welcome any and all answers! Thank you!

Comments

  • Ryan York
    Ryan York
    Sixth Anniversary Kudos 1 Name Dropper Participant

    @Sarah ConnerSmith

    My organization is not currently using it. Potentially, it could be used in moves management. i.e. A fundraiser calls/emails x times and each time was unsuccessful in reaching the person in their portfolio. The fundraiser logs a thumbs down each time. After x number of thumbs down, the constituent is reviewed and potentially removed from a portfolio and placed back into the prospect pool.
    It seems like it'd be harder to retrieve and organize results from the action notes area.

  • Marie Stark
    Marie Stark Community All-Star
    Tenth Anniversary Kudos 5 December 2025 Monthly Challenge PowerUp Challenge #3 Gift Management

    I'm not even sure if that field can be used in queries or lists.

  • Faith Murray
    Faith Murray
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Sarah ConnerSmith
    We haven't used it yet. I have imagined it would be useful for noting when a donor has not been receptive to solicitations or doesn't click with their solicitor. But the reality is that there are so many factors playing into those encounters that a simple "thumbs up/thumbs down" rating doesn't explain enough to be really useful at a small or medium org. It might be more useful at a larger org with multiple MGO's, where a Director needs to oversee his staff performance at a glance for assessment purposes.

  • Sarah ConnerSmith
    Sarah ConnerSmith
    Fourth Anniversary Participant Facilitator 1

    @Marie Stark

    Yes, this was my question, too. I tried to see if I could build a list, but I don't see a way. It seems it's only visible in the record, and only in web view.

  • Faith Murray
    Faith Murray
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Sarah ConnerSmith
    Sarah, you can build a query in database view. It's under the Action Attributes, called "NXT Action Outcome".

  • Jaclyn Whitelock
    Jaclyn Whitelock
    Third Anniversary Kudos 2 PowerUp Challenge: Standard Reports+ First Reply

    @Sarah ConnerSmith We do not officially use it as part of our processes or reporting (though some fundraisers might of their own accord). I personally think that a thumbs up or down is a bit vague and unless there was a very set standard of what “up” or “down” meant, any metrics (or decisions) made around it could be skewed depending on the person “rating” it.

    Related- I am also slightly chuckling at the irony that in this thread, many comments have likes/thumbs up on them :)

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