Integration with RE:NXT

Options

For anyone using FPM (and Guided Fundraising as a plus) and RENXT - can you answer the following? We are evaluating it as a potential new solution

  • Is FPM and/or Guided Fundraising integrated bi directionally to Raiser's Edge?
  1. If so who built the integration? Or what tools might you be using to push the data back to re?
  2. What data goes back to Raiser's Edge from FPM and/or Guided Fundraising?
  3. What is FPM and/or Guided Fundraising used for (major giving, discovery, DGO. student callers etc)? Do you have a digital giving officer or officers? If so who manages them?
  4. On the data side of the house happy with the tools?

Comments

  • Jessica Thrift 3
    Jessica Thrift 3 Blackbaud Employee
    Third Anniversary Name Dropper Photogenic First Reply

    Hi @Jeanette Hanlein - I wanted to share some basic information about this. There are different ways to implement FPM, so I'd encourage you to speak with your Blackbaud contacts for information about your specific situation.

    There is an automated data feed between RE and FPM. I don't like to call it an “integration,” because this word means different things to different people. Blackbaud and the organizational staff work together to set up this data feed using RE's Queue to populate data to both FPM and GF, as well as a feed for data from FPM TO RE, populating contacts/activities, and proposals/opportunities. At this time, data from GF to RE must be manually exported and imported to RE.

    Who built the integration? Or what tools might you be using to push the data back to RE?
    Blackbaud analysts work together with customers to set up the data feeds mentioned above.

    What data goes back to Raiser's Edge from FPM and/or Guided Fundraising?

    Contacts/Activities and Proposals/Opportunities go back to RE NXT from FPM. Here’s a link to an export guide outlining the data that can be manually exported from GF and imported into RE NXT.

    What is FPM and/or Guided Fundraising used for (major giving, discovery, DGO. student callers etc)? Do you have a digital giving officer or officers? If so who manages them?

    FPM has features that can be used for all roles in advancement, including major giving, discovery, DGO, and more. GF is often used to integrate student calling within broader multi-channel campaigns, and can also be used for DGO, along with other multi-channel use cases.

Categories