Transcript for "Take Control of Your Outreach with Blackbaud Raiser's Edge NXT®": Alright. Good morning, everyone. Thank you for joining on this Tuesday morning, our Connect for Success session on, take control of your outreach with Blackbaud, Raiser's Edge NXT. Just a few housekeeping areas to get started. My name is Josh Johnson, customer support manager here at Blackbaud. Located in Charleston, South Carolina. If anyone would like to use the chat feature on the right hand side, go ahead put, your organization and where you're located. And while everyone is sharing, just a few more housekeeping areas. So if you're having any issues with, volume or whatnot, please let us know in the chat. Also, just closing out, jumping right back in, seems to fix that. You have the q and a section on the right hand side. That will be where you will put any questions you have today. And, also, the docs section has the resources that we're going to be covering. And looks like we have a good engagement in the chat already from Andrea from Nova Scotia, Carrie from Columbus, all over today. Well, thank you all for joining, and I'm going to pass it over to our functional expert, Amanda Elsner. Thanks so much, Josh. I see we have Dawn from Detroit, Michigan. I grew up near Flint, so I'm a a Michigan girl. Currently, though, I live in Indianapolis, and I've been with Blackbaud for ten years. I'm gonna go ahead and share my screen so that we can take a look at some of these new features we have in communications. And please do bear with me. I am getting over COVID. I still am a little bit stuffy, but the the main thing that gets me is the brain fog. Has anybody else had that from COVID? Like, I had a moment in a presentation yesterday where I just completely blanked. My brain just went, I'm sorry. We can't hold on to these thoughts anymore. And I had to just take five seconds and regroup. So please bear with me. I am getting over the tail end of COVID, but I made it five plus years before I got it. So we'll call that a win. So we have some new communication features here in communications on this overview tab here. So in here, we have planned communications. And if you come into this gear icon, here's where you can set that up. Right? So you can show whatever statuses you want. I've got mine set, so it doesn't include failed and canceled because I just wanna see stuff that actually went out or is scheduled to go out in the next couple of weeks. And then you can also choose your channels and your sources in here as well. So then it just kinda gives you this little overview of kind of what's, you know, coming up and has just happened, in the last few weeks. So you can kind of see that all in one location. Everything here is a source of Blackbaud email. Once we start to see that Constant Contact integration that be available to people, that would be another possible source that you might see in here. And then it shows you how many recipients if it has been sent, and then it gives you the status in here as well of in progress, scheduled, sent. It's just a way to kind of keep track of all of that in one location. And then you also have the appeal tracker option in here now as well. So this when you click on the gear icon to come in here and set this up, you can add in up to five appeals in here. And, you know, if you want to reorder them, it's drag and drop, or you can just click to move one to the top. You can choose to include gifts from any time this fiscal year or this calendar year, and you can show either committed or received revenue in here. So it just allows you to look at some of those most current appeals that are ongoing right now in organization and see them all in one easy location to kind of see what's going on. As well, you can click on any one of these, and it's going to go ahead and open up that record for that appeal if there's something else further that you wanna see about that particular appeal. Of course, you can click on view record to go all the way through to the whole appeal record as well. And then the other big update that we have had, for communications, is the consent management. So that is now we have the ability to edit that. Right? So if I come into my record because I test a lot of things on my record, so it it always has good information. Something there's just gonna be a consent record on here is what I'm just saying because I have tested that many times. So if I come here to a record, I would want to find that consent panel. I'm always moving my panels around, so I control f to find things. So there's my consent panel. And so I can now edit consent in here. So if there's something that I need to edit, I need to update that and change that. I can opt in to all, opt out of all. I've got I'm gonna say opt in to all. You do need to have an opt in email. Of course, you can send I I could show you where you can send that out if you're not sure what but that's from the email page. You can send that out if they haven't opted in. We do have privacy laws and things, so they do need to be opted in. So we have that ability to edit consent here as well as to view consent history. So now we can see kind of what has changed on, in this case, my record over the years as I have tested things. It'll show all of those different interactions, and a lot of you you'll see in this case have no response, because a lot of times, I just send myself a test email, and I don't do anything with it. I just wanna see it come through, right, and make sure everything looks good. But then you will see where we have some opt ins here as well. So all of that is now available for you here in the web view. Any questions about any of that, please feel free to drop that into the q and a tab so it doesn't get lost in the chat. And as a reminder, I am the person who does all the current functionality, so I don't have a lot of insight into future functionality. The best place to ask those questions would be of our product developers, during the product update briefings in a few months. Any questions about communications? Oh, I did say I was gonna show you how you can send that opt in email if you've never seen that feature before. It is here an email. It can be done from this gear icon up here on this opt in tab here. So you would just put in their email address here to send them that email so that they can opt back into if they've accidentally marked it as spam or opted out of email. Right? Okay. Questions are coming in. Lucy is asking for appeal tracker. Is it five for fiscal year and five for calendar year? It's just five total. It's five total, Lucy. You can add five total in there. Melissa, how do we add the plan communications panel to our overview? What level of access do we need? I don't know off the top of my head, to be honest, Melissa, because I have access to everything. I'm going to bat it's going to be in a role. So if we come into role management, Communications roles. Let's take a look at this role. I bet it's, gonna be one of the options in here. Yeah. So it's gonna be this overview page here. And my I have this little pointer that works in everything except for what we use for these webinars where I'd like it would, like, make this little circle and show you what I'm looking at, and I can't get it to work in here. So, but let me move my cursor around a little so you can kinda see where I'm pointing, to that overview page. You would need to have permission to view that. So that's, you know, whatever whoever's your admin would have to give you access here, to to view that in order for you to see that. Good question. Robin's asking, does this only work with ARIA Next emails, or can it work with, emails via Luminate? It works with ARINEXT, and it will work with the integration with Constant Contact as well, but it does not work with Luminate. Mark is asking, can you edit consent so that constituent can opt out of one set of emails, but not all the emails? We don't have that functionality yet, Mark. It is asked for a lot. I think it's something we will see at some point, but I don't have a timeline yet for when we'll see that, because, yes, being able to say, I would like to get the newsletter, but I don't wanna get this, is something that is, a lot of different organizations want to be able to do for sure. Carrie is saying, it seems the emails we've sent via Nxt this year are not showing up on the print and commission communications tab. Should it show those? It doesn't show everything forever. It shows it for a a couple of weeks. So, it won't show everything that's ever sent. It'll show, like, a a few weeks, and I think it goes out to the next sixty days of what's scheduled in terms of what's coming up. So it won't no. It won't show like, if you sent something a couple of months ago, it it would not show up in there. Obviously, I have sent more emails out of this database than just the four that are showing in here. Right? Sent a lot of different emails testing things in here, but it just kind of shows the most recent stuff and then, like, what's scheduled coming up for about the next sixty days or so. Rebecca, I sent out a mass email to about 9,000 recipients, but it looks like only around 400 actually received it. Can you help me understand what might have gone wrong? And can I that's not gonna be inside of the scope of something I can do right here, Rebecca, because I would need to take a look? Right? So, actually, support would be the best resource to help you with that because they can take that look. They can hop on a screen share with you. They can reach out to the engineers and say, hey. Can you take a look, at why so many we saw so many balances here? I feel like we did have, a defect last week or the week before with email sends where we saw an unusually high bounce rate, so it might have been part of that. And, again, support's gonna know more about that as kind of their their milieu, if you will, staying on top of issues that crop up like that. So they're gonna be the best resource resource to be able to handle that for you. Lucy Ann is asking for consent. Will the constituent see everything on their record, including notes, actions, etcetera, or is it just for consent for communication via email? It's you can edit everything. The constituent isn't gonna see that on their record, though, like, that unless they have a login, unless they're, you know, they're also, like, an employee. But you can, it's not just for email, so you can edit other consent records as well. I think that's what your question is. Let me know if I I got it wrong. Shelley's saying all the dots point to the same link. Are they supposed to be different links? One would think so. I don't do that portion of getting those in there. Let me let me take a look here. K. So the I clicked on the first one, and it went to consent, which is what it's supposed to. So everything else is going to consent as well. Well, let's see. Let me pull some links for you, and thanks for bringing that to my attention. So we'd like to see, like, that communications overview. K. And then I'm gonna pop. So the communications overview link, I'm popping into the chat, and I'll pin it to the top. K. And then let's see what are the other two that should be in there. Land communications tile and the appeals tracker. Those can actually see planned don't know if those have planned permissions. Let me see if I can find that. Yeah. I'm not seeing anything in the help documents past the communications overview. Like, it's it references the plan communications tile. It references the appeal tracker, but they're not clickable to get more information, which they should be if there was more information available in here. I will tell you that there is a great elearning out at BBU. Let me find that. Blackbaud Universe, and I'll pop that in the chat for you as well. I apologize. Normally, all of this is taken care of by somebody else, and I have never had an issue with them. So I've never double checked everything to make sure it's all set to go. So Here is the land communications, elearning, and Here is the appeal trigger. Well, if I can get it to load, just a sec. I feel like I'm asking my computer to do a lot. It's like, I have no bandwidth. Okay. Okay. We've got those in there and pinned for you to be able to see those. Do apologize about that. See what other questions we have. Cindy saying she doesn't see consent. Do you have to be authorized? Yes. You would have to have access. So that's a security setting. Support can help you figure that out if you don't your admin doesn't know how to give you those access the access. Is it possible to send email to contacts on organization records, Kelly? That is not currently possible. That has to be a constituent record. So, like, the email would have to be on the org record, not on, like, the contact relationship, right, in order to send to it. Danella, if someone wants to opt out of mass emails but not other emails, what is the best way to indicate that? Does this impact do not email on the email address? You can, indicate that with, like, a solicit code of, like, maybe no mass emails. Like, they want to receive individual emails or whatever. So probably a solicit code's the best way to go about that. And you can set that up in your consent options, which those are still configured in terms of mapping them out in database view. Right? Robin's asking, if the communications tab only shows a select time period of emails, is there somewhere in the full history is stored and can be accessed? Yes. So if you're on the email page itself, you can see all of the different emails. View all sent emails here. And then so, like, everything, like, pages and pages, right, of stuff in here in terms of what was sent. A lot of times, I'm sending to one recipient because, again, I'm testing stuff, and I don't wanna spam my colleagues that might have their real email in the the sample database. So but you should see all of those different emails in here, and then you would also see it on the constituent record. So if we go back to my record, because, again, I've got everything on my record because I test stuff on my record all the time. There's an email history panel, and it will show all of my personal interactions with email there. So just click on view email history, and it will show all of those different interactions that I've had. Right? So if I have interacted with an email, it's gonna show that, it doesn't look like I've interacted with both of these again. A lot of times, I just send it to myself. But it will show if, like, I opened it or I clicked on a link in it, it will tell that tell you that next to the date here, there would be a secondary date. And, it would be the date of the action of the open, like, if it's not the same date, it's the next day or whatever, and the or the date of the click. So you can see all of that on, individual's email history panel. Yep. John is asking if the owner shows recent, how can we run reports on a communication that was run on an annual basis for comparison of efficacy? You would have to come back into the main email area to see, like, to compare, like like that. Like, maybe it's an annual appeal or something like that. You would have to come back into this email area here, to see that to see, like, last year's send versus this year's send and take a look at it there. So it's not intended to be, like, an area that you would report from. You'd still go back to the normal email stream, which apparently I can't right now. Bad gateway. I feel like I need to put in to have this computer replaced. It's, it's at the end of its life, I think. It's having trouble keeping up these days. But, yeah, it's done. Basically, this new, planned communications area, this is just meant to be sort of a snapshot of recent and upcoming. So it's not for reporting. You'd still go to the main communications rather than go into communications overview, which is where all of this lives. You would come into communications email. And there there you have some more robust reporting on individual emails and kind of, you know, what that looks like, what those, bounces, unsubscribes, all of that is in here. So you would still come here to do that reporting. Right? Megan's saying, I see where you can set up planned communications to include nonemail channels, but where does that pull from for mail, for instance, appeals? I'm to be honest, I'm not sure it pulls from anywhere yet. Like, that's, you know, it's it's still kind of being built out. I would think maybe that would pull from a particular constituent appeal. Megan, I'm gonna jot down your name and follow-up with you on that, because I'm curious too. But I may have to reach out, to my product developers, to see what the intended functionality is there because I I haven't, been able to figure out, exactly where that information pulls from. So I will follow-up with you, Megan Timmel. Thanks. Michelle's saying she has the pill tracker panel, but not the plan communication panel. So we already kinda looked at where that security setting is, and your admin will have to give you access. If you use constant contact, just the sent email link in the e showing the email history as well. Shelly's asking. I have not seen the constant contact integration yet. I don't have access to it. So I'm sorry. I can't answer the question. I would, hope that that one show up somewhere. And if not on the email history panel in our NXT, maybe its own, like, constant contact panel. But I have yet to actually see that integration personally, so I don't know for sure. Elizabeth wants to know if there's a way to schedule an email that is tied to a dynamic query so people pull into it without us manually running the query. Not at this time because emails are sent to lists, and you can only build a list on a static query. Now you can update that list by refreshing that static query in database view. That will refresh the list in WebView as well. But, yeah, it's kind of an extra step right now. I know that they are talking about making it at some point in the future, and this is a great question to ask them more about at the product update briefings when and if we'll see the ability to just use a query directly in sending to an email. And he's asking, can you send on the fly emails to individuals through NXT as you can in the database view? Good question. I think that if you click on the email address, it will try to like, you can just click on the email address. It's gonna create an action, not an actual email. So then the answer is no because it won't let me send an email from here. It'll just let me create an action. We do, of course, have the, Blackbaud Outlook and Blackbaud Gmail integrations, which kinda lets you send the email from either Outlook or oh, it did open an email. Look at this. It did also open an email in Outlook for me. Well, maybe because I have the integration set up. You can see it right here. So that's the Blackbaud, integration there. Forgive my dark mode. I keep everything in dark mode for me. So so, yes, if you click on an email address, if you have that integration set up for Outlook or Gmail, it looks like it will go ahead and open up that email for you to to go ahead and send that out. I think we are out of time. I know Josh has a a survey to launch and a few other items to go over. If we didn't get to your question today, please feel free to reach out to your customer success manager or support depending on the nature of your question, because we definitely wanna make sure that you have all the resources you need to be successful. Thank you, Amanda. I just launched the survey. We really do appreciate your feedback, and this helps us for, future sessions and, you know, what to bring to the table to present. So we really appreciate anyone taking time to fill out the quick survey. And while that is going on, just a few more slides to share. So again, some resources to pass along your way, the Giving Tuesday guide as well as the Blackbaud Raiser's Edge NXT email. And then, also, if anyone is interested in becoming a Blackbaud advocacy, or joining our Blackbaud advocacy program, we have our champions and our reference program. So as a champion, you get to, help us spread the word about the Blackbaud products, provide feedback, and, also, these are, early adopter, programs that you get to join as well. And if anyone is interested, just put a yes or a thumbs up in the chat, and I will make sure I, get you added to that list. I'm closing out the survey, so thank you for anyone that was able to fill that out. Few thumbs up in the chat there. Ricardo and Chanel, thank you very much. And some other Blackbaud resources. So we have Blackbaud University, all of our recorded demonstrations and whatnot. Also Blackbaud knowledge base, which is Blackbaud's, Google per se. Customer support, definitely take advantage of working with our support representatives. And then also Blackbaud community, being able to work with other organizations and, share best practices. Again, thank you all for joining today, and I hope you have a great rest of your Tuesday.