roundtable - boy scouts of america · 2013-09-17 · • donor research. key fundraising...
TRANSCRIPT
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ROUNDTABLEBlackbaud
Constituent Relationship Management
July 2013
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Benefits• Ease of use
– Accessible from anywhere– Web‐based
• Upgradable with future software releases• Constituent 360‐degree view• Moves management• Fundraising event management• Donor research
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Key Fundraising Definitions• BBEC Revenue―What a constituent donated
– PAS Pledge/Payment Transactions• BBEC Campaign―Why we are raising the money
– PAS New concept to BSA• BBEC Designation―Where the money is going, specifically for
what purpose―drives GL– PAS Giving Category/Donor Group―drives GL
• BBEC Appeal―How we are asking for the contribution– PAS New concept to BSA
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Key Fundraising Definitions• BBEC Constituents―Individuals, organizations, groups, and
households– PAS Individuals and organizations
• BBEC Prospects―Individuals assigned a fundraiser and gift plan– PAS All individuals or organizations
• BBEC Site―The entity with which the constituent has a relationship– PAS Your council or the national office
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July Roundtable Objectives• Expand CRM knowledge.• Continue to learn CRM navigation.• Duplicate clean up
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Use ScoutNET user name and password. Put netbsa\ before your user name.
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After login, your home page populates, and will direct you to the constituents functional area.
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You will perform maintenance to clean up duplicates.
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The system provides two search methods.
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The incremental method searches for duplicates since the last running; thus, cutting down on those that need to be reviewed.
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You will run the full constituent search since the database contains only 400 or so constituents. First you will edit to select setting.
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Clicking “Save” redirected you back to the search screen. Now run the process. It identified 6 records. You are ready for the report.
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To run the report, select the type of search used and then click “View report.”
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To merge constituents, you need to return to the maintenance area.
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There are two processes that could be employed. You will explore each one.
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This method allows you to set up a merging process and then run the process on all of the found duplicates without needing to review each one as you merge. Select “Kuehn” and then “Edit.”
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Review the Merge Configurations.
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“Addresses” is highlighted. The task tells what takes place as a constituent merger happens.
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Now you will actually merge two constituents. Click the processing area above.
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You will need to select the constituents to merge by doing a constituent search. Pick those from the duplicate report viewed earlier.
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You will merge Connecticut Rivers. Pick the one with the full address and comma.
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You have done the search twice to get the source and target constituents. Select the default merge settings and click “Merge.”
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When the process is complete, it brings you to the merged constituent page. The name has the comma and you can see the previous addresses.
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You can see that the constituent has been merged on the Duplicate Constituent Report. You will now go to the Administration area.
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You will visit one last location under Administration.
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These are the settings that drive the duplicate checker as you make new entries into the system.
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First‐Time Webinar Attendees• Within 48 hours, you will receive an email detailing how to access the CRM Design Site.
• Email will contain links to past webinar presentations.
• Login using ScoutNET user name and password.
• User name may need netbsa\ placed before it.
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Site Security• Database will hold a single individual/single organization record for the whole company.
• Councils will be able to view theirconstituents’ records and history.
• Constituent searches will span the entire database.– Councils will be able to see that someone has a record in another council but not why.
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Timeline• 2012―System configura on, business rules, and conversion and integration discussions
• First and Second Quarters 2013―Revenue configuration, Email
• Third and Fourth Quarters 2013―Mapping and conversion testing
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What to Do Now• Single person/organization―person/ organization merge.
• Clean up campaign organization―remove workers with no prospects.
• Delete unused giving categories.
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Questions & Tasks• Please submit questions using the Notes tab on your AT&T Connect window.
• If multiple people are viewing from the same computer, please email John Kuehn a list of all who are attending.
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[email protected]@scouting.org
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Q&A