July Blackbaud Connect for Success Events

Mary Jones

Register for July's Connect for Success events from Blackbaud – 30-minute virtual meetings to engage with and learn from your peers.Every month, our Connect for Success sessions focus on a specific topic, with a customer success manager highlighting best practices related to the topic to get the conversation started. The topics are the same for the entire month, giving you the opportunity to find the best date and time for you to attend. Secure your seat today!



This month, we’ll have sessions on:



Blackbaud Raiser's Edge NXT®:

• Query in Web View: Discover the modernized approach to the robust Query you already know and love. Streamlined permissions and improved workflows await you. (Register)
• Demonstration of Query in Web View: Join our Functional Experts to see it in action. (Register)
• Raise More with the Right Donation Forms: Learn how you too can achieve a 40% increase in donations and an 18% increase in donor conversion! (Register)

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Blackbaud Financial Edge NXT®:

• Journey to Total Web Solution: Review the latest updates to Financial Edge NXT on the journey to total web solution. (Register)
• See the latest updates to Financial Edge NXT: Get a live look at updates from our Functional Experts. (Register)
• Unlock Efficiencies with Payment Assistant™: Automate payments natively in Financial Edge NXT, reducing reliance on paper checks and eliminating the need to mail sensitive financial information. (Register)

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Blackbaud Grantmaking™:.

• New Applicant & Grantee Portal: We'll review recent updates to the Blackbaud Grantmaking Applicant & Grantee Portal and outline the steps needed to prepare. (Register)
• Managed Services for Blackbaud Grantmaking: Outsource to the Experts: We know that managing all aspects of your grant initiatives can be demanding, which is why selecting an experienced partner is essential for your success. Discover how our Managed Services team can assist you—ranging from form management to applicant support—to ensure your grantmaking processes are efficiently handled. (Register)

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Blackbaud Luminate Online®:

• Optimizing Donation Forms for Recurring Gifts: Learn how to apply practical tips to streamline your donation forms and encourage recurring giving. This session includes live demos of form enhancements that reduce friction and boost conversions. (Register)

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Blackbaud Altru®:

• Mastering Data Management: Join Blackbaud experts for an insightful three-part series designed to help you master Altru data management. We'll explore essential concepts and practical techniques to ensure your database is optimized for success. Each session will focus on a key area of data management: (Register)
  • Utilizing Batch and Global Changes: Streamline data entry processes and save time with batch updates and global changes.
  • Mastering Constituent Records: Unlock valuable insights by effectively managing and analyzing constituent records.
  • Managing Merchandise: Discover best practices for managing your gift shop inventory and sales.

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Higher Education Solutions:

• Get Ready for Cycle Management: Join us for an in-depth adoption session on Application Management in Blackbaud Award Management, where we’ll explore the full range of application types and how to use them effectively. Learn practical tips and best practices to streamline your workflow, enhance reviewer experiences, and ensure optimal applicant engagement. (Register)
• A Day in the Life of an Officer: Best Practices for Utilizing Blackbaud’s Fundraiser Performance Management™: As a frontline fundraiser, are there days when feel like your to-do list is a mile long and you are being pulled in a million directions, and you just don’t know where to begin? If so, join strategic consultant, Michael Van Dyke, as she walks through how to set up notifications, dashboards, prospects assignment lists, and Targeter subscriptions within Blackbaud’s Fundraiser Performance Management. (Register)

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K-12 Education Solutions:

• Diploma and Degree: Join us for an informative session where we’ll walk through the diploma and degree requirements in Blackbaud’s Education Management system. We’ll explore how to configure and manage graduation requirements and track student progress. Whether you're new to the platform or looking for a refresher, this session will provide practical insights and guidance to support your school's academic planning. (Register)
• Analysis, SKY Lists & Reporting: Join us for a high-level overview of the Analysis, SKY Lists, and Reporting features in Blackbaud’s Education Management system. This session will introduce the core capabilities of these tools, highlight how they support data exploration and reporting, and provide guidance on where to begin.

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Blackbaud Services:

• Introducing Blackbaud Advisory+: An Outcome-Driven Partnership. Learn how Blackbaud Advisory+ can help you optimize your use of our products and establish best practices throughout your organization. (Register)
• Blackbaud & You: In this session, we will highlight all the places where you can find helpful information about our products, industry trends, and best practices. We’ll explain what Customer Success is and how we are here to help you grow and raise more. (Register)
• Maximizing Efficiency with Blackbaud Customer Support Resources: Discover how Blackbaud's innovative support resources can help you maximize efficiency and enhance your engagement. We'll explore how our Virtual Assistant can streamline customer interactions and provide quick resolutions. You'll also learn about our comprehensive digital resources, such as the Knowledgebase, Chat Support, and Case Portal, all designed for efficient self-service. (Register)