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BBP Success Plan RE NXT

Blackbaud Fundraising Whitepapers

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Level 2, 65 Berry Street, North Sydney | +61 (02) 8918 1200 | www.blackbaud.com.au v. 2018-07-06 | Page 1 of 2 Success Plan for The Raiser's Edge NXT A resource for database administrators and power users to enable your success Working through this checklist will help your organisation take full advantage of the functionality of NXT. Note: Some of your Success Plan may be completed with/by your consultant as part of your initial setup. Name: _____________________________ Organisation: _______________________________________ Implementation of an accessible, intuitive database with expanded user base Complete Date Go live in Blackbaud hosting environment ☐ Activate the NXT interface ☐ Set up security rights for expanded user base ☐ Apply configuration settings required ☐ Assign fundraisers (aka relationship managers) to constituents ☐ Watch "Getting Started with NXT" webinar(s) ☐ Send invitations to other users ☐ Create and share policy document for consistent use of the database ☐ Familiarise yourself with Blackbaud resources Complete Date Register an account at Blackbaud.com.au ☐ Note your Blackbaud Site ID (Site ID: _______ ) ☐ Invite your colleagues to join Blackbaud.com ☐ Access self-help resources on the Knowledgebase ☐ Provide Blackbaud with updated contact information when staff join or leave ☐ Provide Blackbaud with updated contact information for all users who wish to receive emails from Blackbaud, and set up your email preferences ☐ Review best practice resources at the Resource Hub ☐ Review the Support page ☐ Join the Blackbaud Community Complete Date Sign up to the Blackbaud Community ☐ Review content and areas of benefit to users ☐ Set up subscriptions and notifications ☐ Use the Ideas Bank to suggest new features ☐ Increase User Engagement in Recording and Storing Data Centrally Across the Organisation Complete Date Ensure staff are briefed on modifying and adding records in NXT ☐ Add actions directly from the NXT web view ☐ Install the RE NXT Outlook, or Gmail plugin ☐ Access the Actions list on your Work Centre to monitor upcoming, completed and past due actions ☐ Encourage users to access NXT from a mobile device ☐

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