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

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.

♪♫♪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?

• 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

LEARNING TO SPEAK NXT

SYSTEM AND FUNDRAISER REVIEW/SET-UP

1. SECURITY2. MEDIA3. FUNDRAISER ACCESS AND

CONSTITUENT RECORD SET-UP

Lighting up NXT is like taking the doors

Off of your closets….

SANDY WILDER

Security Groups set-up in the database view are the

foundation for additional settings in NXT

MEDIA

• Download and run the Embed Media Utility

• Establish and document your policy moving forward regarding

Media(DBV) vs. Attachments (NXT)

YOUR FUNDRAISER’S CONSTITUENT RECORD

We all know there’s clutter in there, but now, everybody can see it!

SANDY WILDER

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?

WORD:

ATTRIBUTES

(especially Constituent

and Gift Attributes)

GIFT SETTINGS AND FUNDRAISING RECORDS

4. Gift Settings (NXT)

5. Fundraising Records

DEFINING REVENUE TYPES IN NXT

Received revenue

Committed revenue

Recognition revenue

RECEIVED REVENUE

COMMITTED REVENUE

RECOGNITION REVENUE

CAMPAIGN, FUND, AND APPEAL RECORDS

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?

CONSTITUENT INFORMATION

6. Constituent Codes

7. Phone types

8. Birthdays

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?

PROSPECT MANAGEMENT FIELDS

9. Prospect Status & Classification

10. Prospect Ratings

11. Opportunity/Proposal Status, Purpose, and Timing

• 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

• Ratings types are established in DBV

• Which ones to display and in what order happens in NXT

PROSPECT RATINGS/WEALTH SCREENINGS

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

ACTIONS AND COMMUNICATIONS

12. Actions and Notes

13. Email Integration

14. Communication Preferences/Solicit Codes

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!

ACTIONS (NXT)

ITEMS TO CONSIDER

NXT uses either the Completed

checkbox

or on organization defined status; not

both

ACTIONS (NXT)

ITEMS TO CONSIDER

• Users can send NXT Actions directly to their online calendars

• Can be set to happen automatically

NOTES

A DBV Notepad type of RE NXT Summary will display at the top of the Constituent record as

a Summary

EMAIL INTEGRATION APPS

COMMUNICATION PREFERENCES (SOLICIT CODES)

• Review current values for appropriateness and consistency

• Determine which should be seen as Alerts in NXT

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

@sandywilder

facebook.com/LeadingEdgeSoftwareSolutions

lhttps://www.linkedin.com/in/sandywilder