10 13 keys to raiser’s edge nxt success - microsoft · media(dbv) vs. attachments (nxt) your...
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10 13 Keys to Raiser’s Edge NXT Success
GETTING THE MOST FROM WEBVIEW!
Sandy Wilder, bCRE-Pro, bCFE-Pro, BSP
Leading Edge Software Solutions LLC
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I’m Sandy Wilder
@SANDYWILDER
Although I live in the same town where my husband &I were born, my passion for helping organizations likeyours has taken me from Calgary to Cairo, Seattle toSingapore.
I enjoy traveling, boating, beaching, and gardening,but my greatest joy is sharing what I know with otherswho want to learn.
FOUNDER, LEADING EDGE SOFTWARE SOLUTIONS LLC.
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♪♫♪Getting to know you!♪♫♪
How many of you
are already live
in NXT?
How many are
seriously
considering or
dreaming about
NXT?
How many
are in the
process of
going live?
How many
are live,
but don’t
use it?
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• System set-up and Fundraiser review/set-up
• Gift settings and Fundraising records
• Constituent information
• Prospect Management Information
• Actions and Communications
• Preparing/Training Fundraisers for NXT Success
• Q & A
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LEARNING TO SPEAK NXT
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SYSTEM AND FUNDRAISER REVIEW/SET-UP
1. SECURITY2. MEDIA3. FUNDRAISER ACCESS AND
CONSTITUENT RECORD SET-UP
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Lighting up NXT is like taking the doors
Off of your closets….
SANDY WILDER
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Security Groups set-up in the database view are the
foundation for additional settings in NXT
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MEDIA
• Download and run the Embed Media Utility
• Establish and document your policy moving forward regarding
Media(DBV) vs. Attachments (NXT)
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YOUR FUNDRAISER’S CONSTITUENT RECORD
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We all know there’s clutter in there, but now, everybody can see it!
SANDY WILDER
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Settings to Review and Things to Consider
• Are our current security groups appropriate/adequate?
• Who needs or should have access to database view? NXT? Both?
• What is our policy for new or leaving employees?
• What is the current state of our “Is a Solicitor” field?
• Do our current Solicitor types make sense for filtering/reporting?
• Do our current fundraisers have goals?
• What is the current state of our Assigned Solicitor relationships?
• What is our policy for assigning fundraisers moving forward
• Who is responsible for/able to add assignments?
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WORD:
ATTRIBUTES
(especially Constituent
and Gift Attributes)
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GIFT SETTINGS AND FUNDRAISING RECORDS
4. Gift Settings (NXT)
5. Fundraising Records
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DEFINING REVENUE TYPES IN NXT
Received revenue
Committed revenue
Recognition revenue
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RECEIVED REVENUE
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COMMITTED REVENUE
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RECOGNITION REVENUE
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CAMPAIGN, FUND, AND APPEAL RECORDS
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Settings to Review and Things to Consider
Fundraising Records
• Are Campaign, Fund, and Appeal categories set-up and appropriate?
• Do the Goal fields need to be updated?
• Note regarding Inactive settings
Gift records
• Are fundraising fields populated consistently?
• Should you revisit whether to require
Campaign and Appeal on Gift records, if not
already?
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CONSTITUENT INFORMATION
6. Constituent Codes
7. Phone types
8. Birthdays
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CONSTITUENT CODES AND PHONE TYPES
• The format of phone types will control how they can be used in NXT
• The first 4 Analyze panels are automatically grouped by age group. It’s more visible than ever!
• Is the Primary Phone number flag being used?
• Do we have, or have access to, Constituent's birthdays?
• Did you know it will now accept a Fuzzy date?
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PROSPECT MANAGEMENT FIELDS
9. Prospect Status & Classification
10. Prospect Ratings
11. Opportunity/Proposal Status, Purpose, and Timing
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• Built in DBV (Configuration)
• Recommend managing moves in NXT to allow viewing history and timing
• Timing is set-up in NXT
• NXT will generate alerts when a Constituent has been in a status too long
• Classification is a Constituent List filter in NXT
PROSPECT CLASSIFICATION &
STATUS
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• Ratings types are established in DBV
• Which ones to display and in what order happens in NXT
PROSPECT RATINGS/WEALTH SCREENINGS
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OPPORTUNITY/PROPOSAL:
STATUS, PURPOSE, AND
TIMING
• Behaves similar to Prospect status
• Added option to define which status +
“Closed”
• Use in conjunction with Prospect status
• Opportunities can be grouped by Prospect
status in Analyze, Opportunities
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ACTIONS AND COMMUNICATIONS
12. Actions and Notes
13. Email Integration
14. Communication Preferences/Solicit Codes
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ACTIONS (DBV)
ITEMS TO CONSIDER
• Are there old Actions not marked
Completed that need to be cleaned-up?
• Do our Action types make sense?
• Remember that Fundraisers will see
actions in NXT based on the Solicitor
assignment, not User to Notify setting!
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ACTIONS (NXT)
ITEMS TO CONSIDER
NXT uses either the Completed
checkbox
or on organization defined status; not
both
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ACTIONS (NXT)
ITEMS TO CONSIDER
• Users can send NXT Actions directly to their online calendars
• Can be set to happen automatically
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NOTES
A DBV Notepad type of RE NXT Summary will display at the top of the Constituent record as
a Summary
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EMAIL INTEGRATION APPS
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COMMUNICATION PREFERENCES (SOLICIT CODES)
• Review current values for appropriateness and consistency
• Determine which should be seen as Alerts in NXT
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Preparing/Training Fundraisers for NXT Success !!!
➢ New vernacular for existing information
➢ NXT Revenue types
➢ Action completed policy
➢ NXT definitions:
➢ Tags
➢ Donor lifecycle timing
➢ Prospect & Opportunity timing and
updating
➢ Using Calendars with Actions
➢ Email integration
➢ Managing their Work Center
➢ Using Analyze tools
➢ Working with Lists
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@sandywilder
facebook.com/LeadingEdgeSoftwareSolutions
lhttps://www.linkedin.com/in/sandywilder
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