12 Upcoming Raiser's Edge and Raiser’s Edge NXT® Virtual Training Courses

December 20, 2020 Lachlan Crawford

Raiser's Edge and Raiser’s Edge NXT® Virtual Training Courses
January – March 2021

Accelerate the success of your mission through our comprehensive 12-course virtual classroom training program that brings expert-led instruction directly to your desktop.

During each course, an instructor will lead you through scenarios and provide access to a sample database where you will be able to practice techniques and data management best-practices.

Whether you’re using web view or database view, these learning experiences are designed to make you or your staff more efficient and effective in Raiser’s Edge NXT. 

Here's what you'll learn

  • Raiser’s Edge NXT: Overview & Data Entry | Tuesday, 19 January 2021
    Get started using Raiser’s Edge NXT today! In this course, you will learn how to use this powerful tool to quickly add and track data about your most important assets, constituents & gifts. Learn about system navigation; how to search and add for information about constituents and gift records; and discuss best practices for data entry.  *Please note that this course will take place in Raiser’s Edge NXT web view.

  • Raiser’s Edge NXT: Fundraising | Thursday, 21 January 2021
    As fundraisers, you are responsible for identifying, researching, and building relationships with prospects. Let Raiser’s Edge NXT make you more efficient and effective as you move through your fundraising workflow. Through instructor-led scenarios, course discussions, and practices in the sample database, you will learn how Raiser’s Edge NXT helps with every aspect of moves management and donor development. In addition to using the Work Centre and records for moves management, you will also learn how you can view and act on analytics. *Please note that this course will take place in Raiser’s Edge NXT web view. 

 

  • Raiser’s Edge NXT: Lists, Dashboards, & Custom Dashboards | Thursday, 28 January 2021
    When it comes to your data, seeing is believing. Create lists to group records using filters or a map. Address common reporting needs with standard dashboards and share them across your organisation. If standard dashboards not showing what you need, you will also learn how to use pre-built insights to construct custom dashboards with filters for personalised reporting. *Please note that this course will take place in Raiser’s Edge NXT web view. 

 

  • Raiser’s Edge NXT: Emails & Workflows | Tuesday, 9 February 2021
    Looking to expand and track your digital communications? In this course, learn best practices for creating engaging mobile-friendly emails in Raiser’s Edge NXT. Develop strategies for targeting specific constituents. Design and send elegant emails quickly and easily. *Please note that this course will take place in Raiser’s Edge NXT web view. 

 

  • Raiser’s Edge NXT: Constituent Records Updates & Maintenance | Thursday, 11 February 2021
    Accurate constituent records don’t happen by accident. In this course, learn how to maintain constituent records and relationships using Raiser’s Edge NXT. Strengthen donor relationships with up-to-date constituent information. Track patterns and make portfolio decisions utilising Opportunities and Lists. Discuss best practices for your organisation’s policies and procedures.*Please note that this course will take place in Raiser’s Edge NXT web view. 

 

  • Raiser’s Edge NXT: Database Health & Administration | Tuesday, 16 February 2021
    Are you responsible for your Raiser’s Edge NXT database, but aren’t sure where to begin? In this course, learn how to manage user access and permissions, data health, and more in Raiser’s Edge NXT web view. You will also learn how to identify and merge duplicate records. *Please note that this course will take place in Raiser’s Edge NXT web view.

 

  • Raiser’s Edge NXT: Events | Thursday, 18 February 2021
    Is planning your event an event in itself? In this course, learn how to streamline your event creation, registration, and check-ins with web view functionality. *Please note that this course will take place in Raiser’s Edge NXT web view. 

 

  • Raiser’s Edge NXT: Gift Batch & Automated Recurring Gifts | Tuesday, 2 March 2021
    Are you excited about new gift functionality in Raiser’s Edge NXT web view, but aren’t sure where to start? Come to this class and learn how to add gifts to a batch, as well as review and approve batches. You will also learn how to add an automated recurring gift, how gifts process, and how to convert existing recurring gifts to automated recurring gifts. *Please note that this course will take place in Raiser’s Edge NXT web view.

 

  • Raiser’s Edge: Developing & Managing Recurring Gifts | Thursday, 4 March 2021
    Learn how to develop and manage recurring gifts in Raiser’s Edge database view. Solicit new recurring gifts, use appeals to ask for an increase in recurring gifts, and process recurring gift payments in batch. Amend recurring gifts, analyse the success of your recurring gift program, and acknowledge recurring gift donors. *This course will take place in Raiser’s Edge NXT database view.

 

  • Raiser’s Edge: Expert Data Segmentation with Query | Tuesday, 9 March 2021
    Queries are the primary mechanism for retrieving information from your Raiser's Edge database. In this course, learn how to merge queries, group records with no common characteristics, and customise query processing. You will learn to troubleshoot unexpected query results and use parentheses to define the order in which criteria are applied.*This course will take place in Raiser’s Edge NXT database view.

 

  • Raiser’s Edge: Generating Exports | Thursday, 11 March 2021
    Once you have data in your database, how do you extract it as needed? In this course, learn how to create exports in Raiser’s Edge for a variety of needs and into an assortment of formats, including spreadsheets and Microsoft® Word. Explore the different fields included in an export, including those with multiple values and those that summarise giving data, and how to use each type. Use mail merge to generate personalised letters that encourage your donors to take their giving to the next level. *This course will take place in Raiser’s Edge NXT database view.

 

  • Raiser’s Edge: Actionable Reporting | Tuesday, 16 March 2021
    You collect data on your constituents and gifts, but are you reporting on that data effectively? In this course, learn how to create detailed and summary giving reports and profile reports to empower your solicitors with constituent information. You also learn how to project future gifts and use statistical reports to gain a demographic view of your constituents. *This course will take place in Raiser’s Edge NXT database view.

Register now

When: January - March 2021
Where: Online and live through WebEx (Please note that these sessions won't be recorded)
Cost: AU$150 per person, per course. Once you’ve registered your interest you’ll be sent payment for the courses. (Each course is limited to 15 participants only)


*SPECIAL OFFER* 

Choose any 4 courses for only $499 | 8 courses for $799 | 12 courses for $999.  

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