Name: Partner Spotlight Series: Event and Ticketing Integrations for Blackbaud Raiser’s Edge NXT®️
Uploaded: 2025-12-10T19:08:47.626Z
Duration: 1 h 44 s
Description: Partner Spotlight Series: Event and Ticketing Integrations for Blackbaud Raiser’s Edge NXT®️

Transcript for "Partner Spotlight Series: Event and Ticketing Integrations for Blackbaud Raiser’s Edge NXT®️": Hello, everybody. Can everyone see me now? Am I live? Put it in chat if you can see me to just make yay. Alright. There we go. Sorry about that, everybody. Some technical issues on my end. I did not have the go live button on my webinar, but I finally got it, and we are good. We are live. Poor Jose just did, like, a three or four minute presentation, and he wasn't even live on screen. So that was a good test run for Alma base. But we're gonna do it legitimately now. Yes. We got a good practice session in. Yes. So sorry about that. I hope everyone can spend a few extra minutes on the back end to get all of our partner presentations in today. I do still promise eleven minute speed demos, from five different partners today, all on event and ticketing integrations for Blackbaud, Raizer's Edge, and XT. But I'm gonna keep it tight here at the top so, we can get started on all of our presentations today. Just a quick reminder that, the docs tab should now be showing. And if you're interested in hearing from any of our partners, you can fill out that form. Yes, Heather. A recording will be available after. So to get things started, I'm gonna start things once again with Jose Alma base. Jose, if you join me on stage, please. Alright. And I'm gonna pop off pop back on when Jose has one minute left. So here I go. Good luck. Thanks, Jose. Let's go again. Thank you. Hi, everybody. I'm Jose. Let me share my screen here. I work at Almanbase. I'm a strategic sales lead. Been here for two years. Been in the industry for about eight. Happy to talk about Almanbase today. So just wanna give you all a little context as to who we are and what we do, and then, of course, getting into an actual demonstration of our event module. So, essentially, Amabase is an all in one solution that helps institutions build stronger communities and sustain engagement over time. So So we bring three major parts of advancement into one platform all while capturing and updating data and engagement metrics to be integrated back into your CRM. So first, our complex event management. So organizations can run everything from simple virtual events to multi day homecoming weekends. Things like ticketing, conditional sub events, QR code check ins, automated guest tracking, and email workflows are built in with no code necessary. Second module, social fundraising. So we support teams with their giving forms, evergreen campaigns, crowdfunding, and high performing giving days and campaigns with branded pages, custom gamification, giving hub, CRM ready gift data. And then the final module would be our digital engagement platform. Organizations can gain access to flexible forms, branded and custom directories, affinity groups, mentorship programs, job and internship boards, content libraries, again, powered by a robust communication tool. So email marketing, text messaging, and personalized video. Kinda think of ThankView. That's that's my background. The other important element of this is that we offer a true sync native integration with your CRM, so BBCRM or, RNXT. Ultimately, all event registration, attendance, gifts, and engagement activity is captured in Amobase and will sync back into your database. Typically, we're pulling and automating the flow of data from your one source of truth, your database into Amabase, and then things get flagged for review. Again, holistic approach to engagement powered by robust, comms tools. So let me share a quick little video. One second. For some more context. Hey, Wendy. How has the events module, integration with Razor's Edge NXT worked out for Springfield College? And are there any specific challenges, that it help you solve when you look at the previous tools that you've used, at Springfield? Yeah. Absolutely. The the, we came off of about, about eighteen eighteen months ago. We we migrated from, Blackbaud NetCommunity to Alma Base, because, NetCommunity was was sunsetting. And we have we have seen a, huge improvement over a couple of different, areas. First of all, certainly the interface has been far easier for our, alumni and other registrants for events we've, to manage. We've used, AlmaBACE both for simple events and also complex events with multiple sub events and things like that, like reunion and what have you. And as I say, it's been a terrific improvement for our user experience and also for me on the on the setup end. We run a very lean, shop. Our advancement services office has three people. And so it's got to be easy and really functional, in order to save us the most amount of time and effort in terms of the setup. So certainly, the setting up events is is terrifically easy. Being able to customize, events by showing only what's relevant to a particular user by virtue of being able to ask, you know, are you a member of a certain class or are there other questions that govern which, sub events we want users to see? That's just been terrific. Wonderful. Would you recommend the Alma based events module to other schools, particularly ones that use Raizer's Edge NXT as their CRM and why? Absolutely. It's it's been, it's it's been a tremendous improvement for us. You know, I feel that that there's still I I still have, functionalities and learning curves, that that even after eighteen months, there are still new things that I that I have to learn. One of the one of the huge, to me, benefits, again, you know, with a small shop, is is that it's it's a pretty easy, packet in the grand scheme, to learn to use. So you guys were tremendously supportive in that initial, migration. I felt that the support, as we moved data and as as I got up to speed on learning how to do things was tremendous. The fact that I can, always, you know, pretty quickly get to a human being, to assist me in, if I have a question or a problem, has been terrific. The support is great. And also the fact that your team is very responsive in terms of listening to what we need and and thinking about other ways, and and things that you might build into, you know, future releases. I just I can't say enough about the about the the support, from from the Almay staff. So I would I would recommend, the Almay based products without any hesitation. Hey, Jose. I just wanted to pop on to let you know that you accidentally went backstage. So can you come back up on stage? There we go. Not not sure how that happened. I guess nobody was able to hear me. What I was sharing was that all of this can be branded accordingly. So I shared in the chat, one of our client pages. This is an example of a branded landing page for one of your events. Right? So you have details surrounding the event, the schedule of the event, a discussions board for folks to start interacting with one another, contact details, photo galleries, and attendee list. The anonymous thing is a privacy setting. You can search by name and filter by class here, things like that. Go ahead and register. These are customizable forms. Again, we offer texting capabilities. Conditionality is built into this as well if you so wish, to hide and or showcase events that are affiliated with your particular affiliation, class share being a common one. You can add guests if you've given them that, permission on the back end. Again, a privacy setting, right, if you don't want your name showcased, and then really easy to just curate your weekend. So this is all customizable, but, you know, non vegetarian. Let's say my wife is. It can be a combination of paid and or free events. Again, through conditionality, we hid there's multiple dinners on the back end. We hid the ones that aren't affiliated with my graduating year. You can also sell and purchase merchandise, and folks can make a gift as they're registering for an event. We put the annual fund. It can be anything. Right? You can give them multiple options as well. More customizable forms for folks to, or for your team to capture information on guests and constituents. Right? And then I have a clean shopping cart experience, again, with my checkout card here. So I can edit, if it looks good or if I have a discount code, great. I can add that. We work through Blackbaud merchant services for our Blackbaud shops. So we are not a proprietary payment processor, but we integrate with all the major players out there. Really seamless experience here. And if you're bored by this demo, you can steal my credit card and go shopping on Amazon. It might not work. And then in just a moment, there will be a confirmation that my registration is complete and has been received. I will receive a custom email, with details surrounding the event the way in which I've curated the weekend for myself, a smart QR code for checking purposes. I can add this to my calendar. I can rate my experience. Of course, I'm also gonna receive a receipt. I can leave a comment, stars, invite my friends, print the receipt, resend the confirmation email. But, again, a really quick high level overview of the registration process. Again, all of those forms are customizable. How you build out these pages is fully customizable. How you brand these pages to match your aesthetics, your look and feel, all of that is customizable. We didn't get to the back end, but, of course, reach out to me. Happy to show you how easy it is to set up an event. You can duplicate your events. Crystal, I think now that you're here, that means I have less than sixty seconds. But, ultimately, yeah, pretty streamlined approach to executing events, free, paid, a combination of free or paid, simple, complicated, multi day events. There's no app, just so you know. So it's fully mobile responsive for your registrants. Typically, people on your team or volunteers receive a tablet. So it just opens up the camera on your device for QR code check-in. And I'll remind you, all of that information ported back in batches into your system, ultimately, to just give your team hours back in their day to strategize and not have to work out of spreadsheets, after you're executing events. Right? Crystal, I think that's that's. it for me. Great. Right? Yeah. Jose, you've got a lot of great questions in chat. I'm gonna follow-up with them, and get those answers for people who are asking. A lot of interest in in it. And, guys, if you're interested in learning more, hit that docs tab, fill out that form, and we'll get you hooked up with, Jose and Alma base. So thank you, Jose, if you wanna go backstage. And up next, I will invite our next presenter. Right. That will be Kurt with apps NXT. And make sure Jose gets back. There he goes. Alright. Great. Get those questions answered. Kurt, I'm gonna hand the reins over to you. Alright. Awesome. And Jose, I think you may need to stop sharing your screen so I can take over. Awesome. Thank you very much. Hello, everyone. Really excited to be talking with you all today. My name is Kurt Bonds. I am the founder of AppZen XC. AppZen XT was started a few years back. Prior to that, I was at Blackbaud for almost a decade. So, again, really excited to be back in supporting the social good space. I'm gonna go ahead and share my screen, so give me one moment. Awesome. So, we're gonna talk about our seating chart and check-in tool for Blackbaud Raiser's Edge NXT. Again, I've got my email. You can also hit sales@appsappxt.com if you do have any additional questions after the quick demo today. But our goal is really to help you make Raiser's Edge NXT events more powerful. Right? So, there's a lot of great, companies talking today, a lot of great products out there. Obviously, just heard from Ombabase. If you are using one of them, you can actually use us as well, from our seating chart perspective. But if you're just using races, for events and you wish it just had a few more capabilities here and there, that's what our goal is. And so today we're gonna be talking about the two components that make up our app. The first is the visual seating charts. If you've used the database view seating in the past where it was more like an Excel spreadsheet, we are fully visual, which means you get to create the room layouts. You can drag and drop people over to seats. You can group your participants together. You can pull out reports. You can color code. There's a bunch of cool things, which I'll show you in just a moment, as well as our check-in and QR code ticketing, components. The QR codes, were and the check-in piece works whether or not you're using the seating chart. So you can do it for your small, intimate, non seated events all the way up to your very large galas, golf tournaments, and other, events where you still need that check-in, and you may need the seating chart as well. So you can work for both. And if you are using a tool, from one of, my colleagues here today, that are also integrated with Raises Edge NXT, you can use our seating charts to support events that are being powered by registration forms from third party, apps as well. So just something to keep in mind. But with the check-in tool, again, we give you a really easy volunteer friendly and bring your own device friendly, experience. So you can easily and quickly check-in your participants at your event. Just some, you know, highlights and we'll talk you'll see a video in just a second as well. But with the seating chart, I've had some customers share that they were spending forty plus hours a week on trying to figure out where people need to sit, doing big whiteboards on the wall, sticky notes and moving people around with that, and then having to put everything back into, Raiser's Edge later on. We were able to help them go from over forty hours to less than two hours. Another one of our customers, they had 1,200 attendees at their gala. They were able to check-in everybody in less than thirty minutes. They had five different volunteers, no training. They just showed them how to get on the app. They started scanning QR codes, and they were able to get everyone in. So that's our goal. Help you, make sure that your events run smoothly so you can be better organized, get all that data back into ARIA NXT, and, and more. So, before I dive into the demo, we are available on the Blackbaud marketplace. There is no technical integration needed. It's literally two clicks. You can hit subscribe. Once Once you've subscribed, two clicks and you've connected it to Raiser's Edge and can be using it immediately. I had the customer literally reach out hours before the event saying, hey. We need help. We just saw this. Can I connect it? Like, is it fast? Yes. It's very, very fast. Code of the marketplace, search for seating chart and check-in, and you'll find us. Check out some of our reviews. And the the most important piece is very, very affordable. It is available with an annual subscription, which comes out to be $49 a month. It is billed annually. But again, hopefully, this saves you a lot of time and really, really helps you in setting up, your events, whether they're seated or non seated. And so with that, let's take a look. So searching screens, I'm jumping right in just for time. You can see that our seating chart is, built directly into Raiser's Edge NXT, so there's no third party, like, login or experience. You access the tool from within ARIA itself. Everything is drag and drop. Designing the table layouts, you can see here, I've gone ahead and created my nice little, gala layout. I've got circle tables. I've got rectangle tables. I've got semicircle tables. I've got tables with 30 seats around them. I also have accessories. Right? So there's a lot of different capabilities and design components that you can bring in to design the floor layout as you would like. We've had customers have galas with over 2,000 seated events. We've had customers do events with 10 people. Right? And they just needed, you know, specific sections, to do a special activity. So you've got a wide variety of things you can do with the layout. And then once you're ready to sit your or seat your participants, we're pulling everything in from the event automatically. So every one of your participants, whether they were a full constituent or if there's a guest off, a non constituent participant record, we bring it all into the seating chart. So it's very easy for you to see the list of all of your participants on the left hand side. I can very quickly, add them to groups. You can see here I've got a class of 2,002 group. If they register together, we're automatically putting everyone together into parties and then individuals as well. I can simply just drag and drop. I'm gonna put this party at Table 2. You can see everyone's there. If I want more information on a constituent, well, I can actually just click on their seat, and it will open up and share some information from directly within Raiser's Edge. I'm not having to go back and forth between different tabs. Again, I'm bringing as much information into the experience as possible. We can also use that data to do things like color code and filter. So if I wanted to see a turn on this legend, looking at everyone's dinner selection, for example, that's a participant option. It will color code not only the seating layout, but also our participant list. So when I'm I can use data to help me with those seating decisions as well. We've got a bunch of different options to make this really, really fast for you, too. So you can search, you can filter it, you can go through your entire participant list and very quickly get them into the seats that you would like. And then once you've, gotten them, you may sit in a room or in some sort of, like, committee and say, hey. I wish that table was here or that table was there. We've got options to help you with that as well. So If I wanted to move everyone from Table 1 and swap them with everyone at Table 14, I can just drag and drop and it will actually just automatically switch people for me. We want to again, make it as simple and as easy for you to manage your seating as possible. Finally, before I switch over to the check-in tool, we do capture things in real time with the check-in tool, and we even present them on the seating chart itself. So if you have a VIP or major donor show up who did not RSVP and you wanna get them as close to the front as possible, you can actually come on, turn the legend, and check for who's attended or who's checked in and see in real time those who have actually showed up. So if you need to make last second changes, you can do so and all of that automatically flows through into the QR code and check-in experience as well. So the attendees, none the wiser. So with that, I'm gonna, just show you real quick, how you get to it inside of Raises Edge. We do have a tile to access both the seating chart and the check-in tool functionality. So, again, that's the only way you can really get to our tool is through RE directly itself. We also provide variety of different information on the participant list. So every time you assign someone to a seat, add them to a seating group or add seating notes, we write that information back directly into Raiser's Edge. We also have a nice little tile on the participant record where you can see that those details, edit those seating notes, or look at the QR code for the check-in tool, which we're just about to talk about. So switching gears, going to the, check-in tool. This is volunteer friendly or and BYOD friendly or bring your own device. So you don't have to, have access to Raiser's Edge to use it, but it does update ARIA in real time for you. So you don't have to give a volunteer access to the participant list anymore. You can just send them a URL and they can access this on their own phone or tablet. They can use this to scan, the QR codes with just their device camera. They don't have to use, any special technology to, to use the the QR codes. And it's just as simple as clicking on the camera icon. You just have to approve your browser to start, accepting QR codes. And using my camera, you can hopefully hear the beep. Just by scanning that QR code, it immediately brings me to their record. I can see their seating information, the participant options, their fees. I can also see if they are a host and part of a party. I can multi check-in everyone without having to scan three or four different QR codes. So, again, really, really easy to use. Once I've checked them in or in this case, he's already been checked in, I will just can go back. I can also look at that participant list on the left hand side and use my finger, find people I can search. So if they don't have a QR code, you can find them. If they just show up to the event and you're allowing walk ups, we can also, add guests very easily as well. So it's very, very easy for you to use the check-in tool, capture that information, capture guest information too. If you have someone from a business that's showing up and you want to capture their name, they're just a guest off in your system. We can help you with things like that as well. So again, really, really, easy to use. We have videos on YouTube that can help with training, but it's intuitive enough. Many volunteers just jump on and start using it right away. So with that, you know, again, if you have any additional questions, please feel free to email me. I do want you to hear from one of our customers. I wanna introduce you to Dina Sorrento Sorrentino, excuse me, from Ringling College of Art and Design. I'm Dina Sorrentino. I am the senior director for advancement services and research at Ringling College of Art and Design, and we've been using Raiser's Edge since 2000. Two, we have a lot of events during the year. We have, three main, galas that we use that we we do, major seating for, and then we have some smaller events. We've been using the check-in tool for all of our events, which makes things so much easier because in the past, we used to have, documents, and then we used to just check things off and then have to combine them into one sheet and then come back and do all of the work into Raiser's Edge. Right now, it's easy. Our registration team just checks people in, and it's already in Raiser's Edge. There's no need for us to have to go back in and update Raiser's Edge. It's doing everything in real time. And then the seating chart, we've been using, it's great because it it just drag and drop. You can find, all the people that are grouped together, the guests, and it just makes things so much easier. We used to spend forty hours at least, doing seating on our major events, and now it's it's a couple of hours just trying to figure out where to put people. It's it's wonderful. Matt, you're muted. I don't know if you can hear me. Come guys. Great. I think everybody can hear me. Sorry for the technical difficulties we're having. I'm gonna take Matt's place and Matt from Clickbait will come right after me. And I just wanna say hi. Appreciate everybody's time today. I'm gonna share my screen right now. My name's Russ Oster and on behalf of Grassroots Unwired, we're gonna talk about something every organization that runs events struggles with, making the day of the event smooth, efficient, and donor friendly for participants, volunteers, and staff. At Grassroots Unmarried, we've spent years working directly with nonprofits in the field at walks, rides, galas, festivals, canvassing and advocacy efforts and everything in between. What we consistently see is that while online fundraising tools like those offered by Blackbaud are incredibly powerful, they rarely extend gracefully into the face to face environment where so much donor engagement actually happens. Our mission is to bridge that gap. We focus relentlessly on making in person event management seamless, efficient, and fully integrated with the systems you rely on every day, especially blackbaud tools like Razer's Edge NXT and Luminate TeamRazor. We consistently hear the same challenges from organizations who run events. Participants spend too much time waiting in line or tracking rewards and incentives is chaotic. Weak cell coverage and lack of WiFi makes, taking donations via credit card unreliable especially through QR codes. Donors want payment options that meet them where they are like Apple Pay and after the event, reconciling everything can take days or even weeks. These pain points inspired the solutions behind Grassroots Unwired. We directly address these issues and so much more that goes into the day of your event. With barcode check-in, you eliminate long lines and bottlenecks. You can easily take additional donations, enforce fundraising minimums, and sell merchandise right inside the app. All payments are PCI compliant and you can take tap to pay or Apple Pay even if your devices are offline. Participant fundraising data stays current through regular syncing with Raiser's Edge NXT. And best of all, we provide the tablets and card readers, giving you a complete ready to go event day toolkit. So we consolidate all your event day workflows into one app, check-in, registration, donations, merch sales, and reporting. And because it's fully integrated with Razer's Edge NXT, you're working with accurate participant data from the moment you open the app without ever needing to shut down online registration. Poor event day also supports the operational details that matter most. You can assign or update table numbers on the day of the event, track when rewards are picked up to avoid duplication, and enforce donation minimums at check-in. These features reduce confusion, ensure fairness, and help your team deliver a smooth and professional donor experience. You always have real time participant information via the razor's edge NXT API. You can sort participants by table or host name or Teams, making check-in incredibly efficient. Adding new registrants is simple with streamlined data connection. Your merchandise list loads right into the app and Tap to Pay gives you fast checkout. All the while, you can see donations collected, merchandise sold, and check-in numbers update live. As far as the tap to pay, all, funds that are collected go directly into your Blackbaud integrated payments account. And again, your team can collect donations even if you don't have connectivity. The information gets encrypted and stored locally until connectivity is regained when everything is synced back up to BBIP. Donors can tap, dip or swipe whatever's fastest and most convenient in the moment And this flexibility we have found leads to significantly more captured revenue at events. Barcode check-in is one of the simplest ways to reduce wait times. Staff can scan confirmation emails or printed materials to check-in participants in seconds. This eliminates lines and improves the experience getting people to enjoy the mission of the day and not waste time standing in line waiting to get in. And with for event day, you can easily collect information about who actually attended your event. Your registrants can be added quickly by scanning a driver's license barcode. And because the form fields are customizable, you decide exactly what information you need and what should be required. This makes post event follow-up much more accurate and effective as you have all the information you need in your razors ed's NXT database. Selling merchandise or raffle items is simple through the customizable shop. You can load your inventory, accept accept tap to pay transactions for fast checkout, send automated receipts in real time, and generate clean detailed post event reports on every item sold. No more manual tracking or tallying. And with real time reporting, Azure events unfold, you get live stats on check ins, donations collected, merchandise sold. This real time visibility allows staff to respond quickly, manage resources, and stay informed about how the event is actually going. Then the biggest time saver of all, we eliminate the paperless and manual data entry that so many events have to deal with. We report your razors as NXT registration form so that same day registrants flow back in seamlessly. After the event, everything syncs back into your system. You get cleaner data, faster reconciliation, and more time to focus on stewardship rather than spreadsheets. We've got some great organizations that we work with who can attest to the difference we're making on the day of their events. One of them, Stanford Health Foundation, ran the day of their, Paint the Down Pink luncheon with four Event Day this past October. And Kari Pollock from Stanford Health was nice enough to share her experience with me, and I'd like to share her, thoughts with you now. So, Cardi, can you tell me a little bit about the paint the town pink luncheon? Our signature event is our paint the town pink girlfriends luncheon. And this was our twentieth anniversary. It raises I think this year, we raised almost $200,000. In terms of the day of the event, because that's where our software is focused on, what did the event look like, you know, prior? So we were basically using a paper check-in, which was very time consuming, because people would have to wait in line, and we'd have to scan lists with 540 names on it to find the the right person and what table they were seated at. We've had to use QR codes, or we've had to take credit cards on paper. One of the issues is the Wi Fi at at the at the venue that we do the luncheon at. And then we connect to Raiser's Edge. We pulled in all your participants. We gave you tablets and, Bluetooth card readers for the day of. What was the experience like, you know, once we put that in place? So not having to rely on Wi Fi was an added added bonus. They had less wait times for our attendees. Everything went much smoother. It was so easy. The volunteers loved it. It's It was very intuitive. And when we went to sell our hats and our shirts on the tablets, very smooth, the credit card, stripers worked well. We could move around the room. We weren't chained to a table. I mean, everybody said, wow. What did you do? That was amazing. And our volunteers were really happy. Yep. Apple Pay was a huge bonus. I think we used to lose sales because people are like, I'm not gonna write my credit card down on a piece of paper, or I can't get this QR code to work and Wi Fi. Everyone can say it was the best event so far in twenty years. That's awesome. Yeah. And, so any other razors edge users, thinking about the day of their event and considering using this? This is a great product because everything ends up in Basis Edge. So you're not, pulling spreadsheets and merging a bunch of spreadsheets and then trying to manually put it all in the Basis Edge. I also remember, like, we have reports on the tablets that show how many people have checked in, you know, in real time. So, yeah, that was really helpful because when you have 540 people and you wanna start your program or you're trying to get a sense, we could check at any moment how many people I checked in and get a tally. And that really helped the flow of, you know, getting our program started. Well, I really, appreciate your time and and appreciate your organization, and you're doing great stuff. And Thank you. And thank you for everything you did because it really it's a great product, and we were really pleased. Thank you. Appreciate that. Again, thank you for your time today. Appreciate everybody who participated. Just a reminder that, we can be found at foreventday.com. You can email me directly, Russ at Grassroots Unwired. Let's talk about, your mission critical events and how we can help them run more reliably with greater speed and accuracy. Thanks a lot. Thanks, Russ. Just a quick sound check. Is everyone hearing me this time? I did a refresh, so hope yay. Okay. Awesome. Great. So let's fingers crossed. Let's get Matt back up here, Matt, from Click Bid. Matt, we're gonna give this a whirl again. Hopefully, the technical demons have worked themselves out. Yeah. Test one, test two. Can everybody hear? hear that. Alright. Okay. Good. Alright. I'm gonna hop backstage. Your eleven minutes starts now. Alright. Thank you. I'm gonna share my screen, and let's see. There we go. And so, yeah, my name is Matt, founder and CEO of Click Bid. We've been working with Charity Auctions for twenty three years. Back in 2002, we did our first event. And it was let's see get my slides here we go. We've been building the platform for the last twenty three years based on feedback solving the needs of the nonprofit and specifically around the event fundraising space, right? So you know we try to stay in our lane, we try to stay focused on what we're good at, and we stay extremely busy. This year for instance we released and updated over two fifty features and we are continuing to you know build the pipeline for 2026. So we offer, you know, very similar, we, you know, pre event ticket sales, drag and drop, and reassignment of tables and assignment table seating charts and and things like that. You know, we, but we focus originally on the mobile bidding. That was our bread and butter for years and years and years, from desktop computers setting up, you know, 14 different desktop computers in a venue to, you know, the invention of the iPhone, which we felt like, you know, Steve Jobs did it just for us because it made life so much easier not having to carry laptops all over the room and and things like that to help people bid in, their silent auction. So, you know, from that silent auction platform, we've expanded again, like I said, to, you know, ticketing, selling tickets to your event with with all those details sponsorships, quantity based items, online donations, seating requests, custom questions, just the amount of data that we can gather we allow people to update their ticket assignments over time so that way if you buy a table of 10 but you don't know who they are you can go back and you can change them you can change them to you know people that show up and then if they if you just ultimately don't know when we get to the event we have a tool we call it the butler and it allows you to check people in instantly and easily And so, one of the things, like they said with the butler, over the years one of the things we've learned is that a volunteer is the best person that you can put in charge of check-in and I've always kind of made a big deal about this. Instead of staffing events with with, you know people from out of town or temp agencies or even our staff you know having them on-site we created instead we wanted to create a tool that was so easy to use that I could train and literally I have at many many different events over the years volunteers who have never learned anything about Click Bid. I can teach them to check a volunteer in in thirty seconds. And so that way the volunteer can engage. And I remember sitting at a table a bunch of times and I would ask somebody for their last name and the person sitting next to me who was volunteering knew exactly who they were, asked them about their kids, their dog, you know things, you know, the weather, anything that was relatable in that moment and I it really taught me that, you know, I really can't come to this event and give the give the experience and the and the engagement that's necessary. So that's why we created the Butler tool. I I call it, the Fisher Price, my first click that auction tool. And so again, it's super easy to check people in, check people out, scan a QR code for, you know, to check-in or just find them through the system and check them in, that way. But I think probably the best thing about our platform, it's something I'm really, really proud of is even in this AI, you know, world that we have right now, we are very committed with our team to make sure that they are the human supporting the nonprofit. Every nonprofit that activates a license with ClickBit is given a dedicated account manager. You can see their smiling faces right there. They are they are assigned to your event, your your events plural, throughout your entire time with ClickBit. And so even on the event night, we will have somebody who will pick up a phone, answer questions. Sometimes it's just a confirmation that you're doing something right or you're you're gonna save them from something maybe, you know, a potentially critical issue that one of our staff can answer on the night of the event. So we make ourselves available at you know midnight on Saturday night to answer those questions via email, phone, text, smoke signal, anything you need. We're we're there to help because we know that this is probably one of the biggest events you're gonna do for the year and it's really, really critical for fundraising. Now, the Raiser's Edge NXT integration. So we created our Raiser's Edge NXT integration back in 2017 to take data from Click Bid into razors edge. It really became, obvious, you know, more obvious to me as I was, you know, building Click Bid and and helping plan features that we really needed to have integrations with other major third party CRM tools that were the database of record. So at its most basic level, to keep it crazy simple, we want to get sale data from Click Bid to Raiser's Edge and that's really the most critical thing. So what we did was we, you know, we built the integration so that in your Clickbait admin you can just log into your Raiser's Edge account instantly sync it and from there you have some processes that really you can use before the event, during the event, and most importantly after the event because we're not we don't want to tell you that you have to sync your Raiser's Edge account, you know, a week before the event starts. You may not even know or even be thinking about that until the day of the event and you're thinking, oh my gosh. We didn't sync before, so now we're back behind. We give you the ability to sync anytime you want because, again, what we're doing is we're moving sale data from Click Bid to Raiser's Edge through a, you know, through mapping processes. And so, you know, what I want to do is just step through some screens really quick, and since, you know, just make sure that we don't lose connection here. And what we allow is when you make your connection to Raiser's Edge, we let you map custom fields and we do this all inside of Click Bid so that you don't have to leave the experience of using Click Bid. It's all organized. You can get to it with, you know, we have user accounts you can assign. You could assign your database administrator from Raiser's Edge a specific user account in Click Bid with access to this so that only they can manage it, but you can map custom fields from, Click Bid, from constituent data, gift data, like maybe a bit of bidder number or table assignment if you want to retain that information in Raiser's Edge so you can make suggestions and recommendations next year. That data will get automatically mapped back to Raiser's Edge when the data synchronizes. We do allow you to import constituents. If you were going to manage the ticketing and the registration of your event through Raiser's Edge or through a third party we'll that's that's great you can use that you can choose that campaign in Raiser's Edge and then bring all of those constituents into Click Bid as bidders. And the nice thing is that is that then they're synchronized, they have an identity match so that any auction purchases, donations, anything that happens in the system is then easily mapped back. Now of course what would be fantastic is if people show up at the event that we've never seen before and we're growing our constituency base. So if people attend the event that you weren't expecting to be there or you didn't know, maybe somebody swapped tickets, you can take that data and push it back to Raiser's Edge. Phone number, email, first name, last name, and of course anything that they purchased during the event. Now when you do push sales back to Clickta, this was really important for us, something we learned through a lot of different feedback is most Raisers Edge accounts, because we're talking with larger nonprofits, they have a dedicated, you know a database manager or consultant we don't want to take control away from from those database administrators. So we've really shied away from automated syncs that happen every five minutes or ten minutes or fifteen minutes. Some of our other integrations with smaller CRM tools, that's okay. But with with Raiser's Edge, there are thousands upon thousands of data points, hundreds of thousands of constituents, and we want to make sure that the database administrator has complete control over that data. And if they don't get engaged until after the event, they can just jump in and they can start looking at that data and making decisions before it's automatically pushed. The worst thing that we can do is send you a bunch of information that's mapped to the wrong fields, that's to the wrong person and then you have to spend hours upon hours fixing and finding needles in a haystack. So we let you match donors to sale records if you only want to push online donations or if you want to push, you know, auction items with fair market values exceeding the, or lower than the final sale, you can do that as well. And then when you are ready to export that data, we again give you granular control over mapping the funds campaigns and then the type of receding amount, like I said, with fair market value. Does it allow you to do we want to how do we want to calculate that in? And so through those, you know, seven years that we've been integrated with razor size, we've learned a lot of lessons. We've picked up a lot of input from our customers to make it even more robust and more feature rich because, you know, integrations, it's always difficult to take two different systems and bring them together so that they match perfectly. So it's just it's a matter of time and reinvestment. So of course once you get the data back to Raises Edge you can see I made a quick list and then you can see some of the sales that I pushed over. And I like to say it's really not rocket surgery with the data that we're moving, but it is important that that data does get to the right place so that you have access to it for the reporting that you do. And then I just popped open a little bigger, you know, Matt Bernal record and you can see the two one time gifts that I made in there as well. And, yeah, that's let's see. I think that was yeah. That's my last slide. So what I'm gonna do is I'm going to stop my screen share here, get my cursor back, and then I'm going to show, like like the others, I'm gonna show a testimonial. Let me stop sharing. There we go. You can hear me thinking. That's great. Alright. Here we go. My role has been director of fundraising operations and data management. We have invested in a good CRM database tool and had the database as edge for a long time. Just a little bit about the all stars. We are a national organization by different cities. We produce programs for inner city youth, for use of poor communities. They're developed by programs based on the performance model. The performance is developmental for young people. They can be who they are and hope they can become. So we work very closely with corporate leaders all over the country. Our CRM has both program data and donor data. We are independently funded organization. We don't rely on government funding or grants. We have a lot of individual donors and do a lot of fundraising events. They are usually around 300 people. They raise an average of, I would say, 600,700 thousand. We do seven of those each year, and we always component of all those events was also text to pledge. That is why we started with Scriptbits for the Battle Race. It's bringing new people to the organization. I know it was very successful. I mean, the Battle Race was very successful. It definitely raises more money. We wanna continue to advance in that area. My goal is national, and I need to make sure that it is consistent with our database and that it is done in a way that makes sense of producing a lot of work for us. It's tricky. I know there are a lot of tools on the market, and often it doesn't quite fit. The data flows into click the black hole. There is an enormous amount of information in there. And we are aware it's very powerful, unbelievably powerful tool in terms of segmenting and you know? There probably are other tools that have features like the Basis Edge, and I don't doubt that. It is a really, really powerful tool for fundraising. We continue to stay with Basis Edge and find the tools that best integrate with Basis Edge to get a better event management tool or the email tool or whatever it is. Hey, everyone. I'm just gonna jump right in because we're out of time here. I think thank you so much for sticking around. I think Matt and Crystal are gonna, jump off stage here. That's great. I just really appreciate everyone that stuck around for it. What I'm gonna do now is I'm gonna share my screen and we're gonna get right into it. Shout out to click bid and Matt there. That was awesome. So last but not least. Right? Gonna share my screen. We're gonna do this thing. Awesome. So this is, Trellis, a software platform for gals and golf events that actually integrates with Blackswabs, Razer's, and GenXt. So think ticketing, auctions, raffles, fun to meet, items, check-in app, everything from the start to the end, and guess what? It all goes seamlessly into Razor's Edge. So what we're gonna do right now is, first tell you why we're different. Turning event attendees into long term donors is what we love to do. We know you're not doing events because you love them. You're doing events because you want to meet those people. You wanna meet those people to make those relationships to get those long term donors. So why use Trellis? Easy to use, upsells to identify those top donors and then the integration. And I'm just gonna triple check that everyone can hear me. It looks like we're all good. K. So easy to use. I saw Stella's here on the call today. That's amazing. This is Stella's event. She's on her third or fourth now with Trellis. This was her one in 2024. So Villanova prep school branding all over. Right? We got the blue logo. We have blue here, the big ticket button. We have the donate button, and then of course, silent auction so they can start their bidding in advance. And as you go down here, I mean, look at how mobile friendly this is. Everything is in a card format. We have our live auction preview right here. If you open up that link I posted in the chat above of this page, you can actually open it on your phone and see how easy it is to navigate because everyone does the bidding on mobile. They can go in here, auto bid, all of those fun things, and then there's items as well. And I love these donation cards that, Stella did as well. This is a hospital foundation. They raised $339,000, in just in this past gala. It's a different color, different look and feel their branding here. They've been doing galas with us for the last five years. You can see this is their online auction. I love that they leverage the, sponsorship piece on the online auction, so people are more likely to donate those pieces. And then of course, we have a large, golf tournament here that's raised over a million dollars in Sabrophy Classic. And what I love about this is, you know, there's a raffle and, of course, activities. They had a super ticket. They had a heckle hole, which sounds like a lot of fun, a Bronco big drive. I mean, you can get really creative here. They did all their sponsors as well. Everything showcases on the platform. So the other two pieces I really wanna show that really make us different here is we have a donate your bid. So whenever someone makes a bid, we say, hey. Thanks for making that bid. Would you like to donate it, if you lose? So people can decide, okay. I made a $300 bid. I wanna donate $245 of that bid if I lose. So we're turning lost bids into revenue. So those are people that are saying, hey. I love your cause, and I'm rich because I don't even care if I win. Those are the people then that we put into razor's edge and that you can go and follow-up with. That is the power of Trellis. And that's what makes us really different is identifying those individuals, those top donors, and then putting them into Razor's Edge, which is the next thing I'll show you. And then we, of course, we have a ton of interactive features. I talked about how mobile friendly, you know, you think about that big fun to need that happens. Here's the nice big screen. Here's the make a donation when they scan a QR code or if they raise a paddle, we have a paddle raiser, piece to enter. But let's say they're the one person on your board that doesn't follow any of the rules. They scan, they didn't do any of the the check-in. Don't worry. We're not gonna ask them to log in. They just make a pledge. They put their first name, last name, and email. Hopefully, they know that, and they can get on with their evening. They don't have to mess around with technology. So let's get into it. Couple of big things on the back end. We have the SMS, email. You can schedule and set up all these campaigns. You know, for example, ticket purchasers with unassigned tickets, they you know, it's a table of all Justin's. You don't want that. So you wanna remind Justin, hey, it's coming up in two weeks. Make sure you assign those tickets. You can send all those right away, merge tags, schedule them all in in advance. You know, have a text message set up saying, hey. Get your silent auction bids in. They're about to close in half an hour. All of that. And tons of pieces here. Just wanna make sure that I have time to show the integration. This is how easy it is to, to add text right here, to add in any sections. Like, let's look at the items preview. We can add in a an impact section. You're probably not gonna talk about how many cute animal photos you posted on the Internet, but you can talk about whatever that is for you. So really easy to add in those sections to make that, and it's all customizable here. But lastly, let's get into the thing that matters, the integration piece. We have eight different screens for integration. We have gone way too deep into this, and it is instantaneous. The moment they purchase, we talk to Raiser's Edge and say, hey, do you have this email address and last name? Great. We're gonna match it to their constituent record. If we don't have this, we there's a secondary. We can even go to flexible. So let's say if it's they type in road instead of r d, then we can do that. A lot of people love to spell their email addresses wrong. We can catch a lot of those pieces and put it all in. And then of course it goes right onto the attendee record and we do not touch your main home address. We would only add it as an extra home address if it was different or an a different home phone number. We do not go override. You can see all of these different pieces here. And one of my favorite parts about it, sorry, as I'm scrolling around here, is we can attach any of the purchases to any campaign fund package or appeal. So what I love is let's say you go to the donations and you go to the donated auction bids. You probably wanna thank everyone that donated their auction bid. So you wanna put that into maybe a VIP fund that you have, and you can set these all up very easily. And of course, on the events module, you can create a razor's edge event to track all the participation directly from Trellis. No need to go into razor's edge. There's a ton more settings I didn't get to, but I just wanna respect everyone's time here. And then lastly, we have a full check-in app. So, you know, here's Justin Goodyear. They clearly didn't follow the rules and set and and, check-in everyone on his table, but we'll look at his. And you can see the company, the table number, the paddle number, notes, VIP, please walk to seat. I wish. One day. And then do you have any dietary restrictions? None. So it shows everything you need to know, and then you check them in. You can even send them a sign in link, and it's been emailed and texted. So I got my link. I clicked that on my text messages, and I'm ready to go for the whole event. And that is mostly it here. I see lots of comments. So I'm just gonna, jump in here. Well, I guess I'll show the video, and then I will answer the questions in the chat at Name is Katie McMullen. I'm the development officer of events here at the Cambridge. Memorial Hospital Foundation. I have about thirteen years of event planning experience. Our golf tournament's been one of our signature event events for almost twenty years. And our gala, we kicked off in January 2020. Pretty significant year over year growth, and last year, we raised just over $680,000 at that event. Between these two events, we've used every single revenue driver that Trellis has. When I had started at CMH, we were using several different methods for registrations. A lot of it was through email and NXT, Excel sheets, Jotform, OLX. It was kind of unclear why we were choosing each form of registration. We were really looking for an integrated solution for ticketing, auctions, donor engagement, all of that. We adopted the Trellis because it it's really user friendly for both the event planner perspective in terms of setup as well as our guest journey. I'm dating myself a bit, but if you have ever coded your Myspace profile page, you'll definitely be able to set up your Trellis page. So very easy. I'm not that tech savvy, and I do most of our setup there. We also really loved that it integrated into Raiser's Edge for some of the things I mentioned earlier. Getting registrations by email or other forms still meant that there was a staff member manually entering each guest into our events module there. The other thing that I really love about Trellis is using the data to identify new sponsors and new donor prospects through things like unsuccessful auction bids that could be a new donor to us that didn't end up giving, that person that bid $5,000 and then walked away only purchasing a drink, or even just gauging interest or capacity in our organization. Having used Trellis now for a full year, I'm excited to see how we can keep building. Really like that we can do more targeted and timely follow ups and stewardships. So right within Trellis, you can segment participant types and thank them appropriately. A good portion of that success at CMH is being able to report on our KPIs, who's in the room, what they're spending money on. We can collect a lot of that information. But if there's someone that sponsored our gala now four years in a row and they see that we are not only tracking this information but reporting it back to them in a way that's useful to their decision makers, it is the best way to get an easy yes. Great. Thank you, Justin. That was great. Thank you to everyone who hung out for just a little bit after the top, top of the hour to get those presentations in. Again, sorry about the technical issues today, but we got them all in. You got to hear from all the partners today in their eleven minute demos. Again, if you want to hear from any of our partners today, click that docs tab, fill out that interest form, and we'll put you in touch. But I wanna thank everyone again for their time, and, we will see you next time at our next partner spotlight session. Thanks, everybody.