Stuff You Need to Know Forum Contest!

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This month, we are focusing on Events in Stuff You Need to Know for the Raiser’s Edge. As you can see from our links page, we have our favorites, but now we want to hear from you!

 

What are your favorite resources for Events? The resource with the most likes will win a gift card at the end of the month! We'll be accepting entries all month, but the sooner your resource is posted, the more time it'll have to get likes. 


So... What resources do YOU use when you're working on Events in Raiser's Edge? 

Comments

  • I have used the BlackBaud "Events Data Entry Guide" -- but it is already on your Links page.
  • Excel, via query and/or export, is our friend for our events!  It allows us to keep committee members in the know while still limiting access to the database.
  • Excel, an amazing macro, and some good ol' fashion training with a representative. It all comes down to making sure your team has all the skills they need and maybe a little more.
  • Excel and pivot reports are my best friend when it comes to event reporting.
  • Marie Stark
    Marie Stark ✭✭✭✭✭
    Ancient Membership Facilitator 3 Name Dropper Photogenic
    Export and Crystal reports are my go to resource.
  • AuctionMaestro
  • Creating an action track that can be loaded onto each different event type. This then gives the event coordiantors a list of tasks they need to complete for each event and allows them to customize it for their own event. 


    Especially great for new employees as they can get a sense of what needs to be done. 
  • We use the Events Management App at the events.  Love when it helps get tasks done on-site and updates Raiser's Edge at the same time, means less work when get back to the office.  Wish it was a bit more robust and we could use it for one off purchases like Auction purchases rather than switching back and forth with Mobile pay (especially with that long password) but it at least helps with some of the basic tasks.
  • We don't really do Events at my current org.  At a previous position, we used Excel extensively.  And I would have loved to have had access to the Community back then.  Had the User Forums, but they just weren't as robust and it seemed to take longer to get a response.
  • Exports and recurrent reports are usually my best friends on managing events, but ultimately I rely on the Blackbaud Community for new ideas and answers to the daily issues I encounter. 
  • I'm using Altru now, but in RE I relied on my exports, custom Crystal reports and the Prospect module to keep track of all the sponsorship and auction item solicitations.
  • Excel and RE imports
  • We use the Event Module in conjunction with exports and Crystal Reports, then Word, Excel, etc.


    My most helpful tool is creating a query to access all my seating information so I do not have to go in and out of the resource hog event seating area in RE
  • Having Blackbaud NetCommunity to process online registrations and collect payment is the best resource for a busy and understaffed organizations, like most non-profits out there.  Not having to enter all that data manually, and the ability to add gifts to a batch and participants to an event, is such a great feeling.  It's also nice that BBNC sends an email to the event manager, with each registration. After that, it's on to reports, exports, and Excel to manage the lists.
  • I love the Registration fees due report, and we have a ton of Custom Crystal reports that we us both prior to and at the event.  Also, when you are in a gift batch and you want to link the money to an event registration, you can click on the event date and it will sort by date - click it twice and the most recent dates will be at the top.
  • User Guides on Events and Event Gift Processing; SQL Reports, love the Events module!
  • I think that the most important thing to do to make using the RE Event module work for you is to make sure that everyone at your organization is on the same page in regards to entering event registrations. 


    An Event record has many options and fields that you can use, but you have to decide which ones your organization are going to use and how they are to be used in order for reports and exports to come out correctly.


    Writing your own documentation about how your organization uses the Events module and then monitoring how records are being entered is the best way to insure accurate data and a successful event.
  • I like the community and my colleagues for events management tips. 
  • My team! Although I am the database manager, I rely on my team to come to me with problems and we talk through each scenario that they are experiencing to come up with a solution!
  • Using the Simple Word Merge export option for Event mailings.  This has been extremely helpful to setup templates that can be used every year for recurring events (i.e. envelopes, invitations, solicitations, etc.).  The feature has saved us a good deal of time "recreating the wheel".  
  • The events module and participant queries are great tools we use for many of our events!!!

    We have also used bid pal for our large events with auction items but the reporting gets a little hairy.

    We have just opened an account with everyday hero for our campaign and walks. We are super excited to dive into it and really utilize the peer to peer aspect wich is something my company has only just started... in fact I am heading to a meeting in just a few to review our everday hero page and start fundraising away!!!
  • David Springer
    David Springer Blackbaud Employee
    Tenth Anniversary Facilitator 2 Name Dropper Photogenic
    Thank you everyone for participating! There are some great suggestions here, and it's nice to see so many options for making your events the best they can be!


    As the most highly-voted suggester, Joshua Bekerman is our winner of a gift card this month for his suggestion of Fundraising with The Raiser's Edge, by Bill Connors.


    Keep an eye out for May's Need to Know topic, and be ready to suggest more of your own resources for another chance to win!

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