BBP Success Plan eTapestry

Blackbaud Fundraising Whitepapers

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Level 2, 65 Berry Street, North Sydney | +61 (02) 8918 1200 | www.blackbaud.com.au v. 2018-07-30 | Page 1 of 2 Success Plan for eTapestry A resource for eTapestry power users to enable your success Working through this checklist will help your organisation take full advantage of eTapestry. Note: Some of your Success Plan may be completed as part of your initial setup. Name __________________________________ Organisation ____________________________________ Implementation of an accessible, intuitive database with expanded user base Complete Date Register an account at Blackbaud.com ☐ Access eTapestry database with login provided by Project Coordinator/Database Admin ☐ Complete Getting Started Wizard accessed via Management ☐ Set up security rights for expanded user base ☐ Apply configuration settings required ☐ Invite other users to eTapestry ☐ Create and share policy document for consistent use of the database to save within User Manuals ☐ Familiarise yourself with Blackbaud resources Complete Date Note your Blackbaud Site ID (Site ID: ________) ☐ Invite your colleagues to join Blackbaud.co.uk ☐ Access self-help resources on the Knowledgebase ☐ Provide Blackbaud with updated contact information when staff leave ☐ Sign up to the Community Complete Date Sign up to Community ☐ Review content and areas of benefit to users ☐ Set up subscriptions and notifications ☐ Use the Ideas Bank to suggest new features you'd like to see within eTapestry ☐ Review Tips and Tricks sections for handy blogs and time savers ☐ Review Resources for walkthroughs, tutorials and guides ☐ Increase User Engagement in Recording and Storing Data Centrally Across the Organisation Complete Date Access and complete training resources for Import ☐ Analyse and collate all data silos into one spreadsheet and import into eTapestry ☐ Install the eTapestry Outlook integration plugin if applicable ☐ Set Quick and Permanent Defaults for entering data ☐ Personalise eTapestry to suit your own needs Complete Date Customise layout of your Home page by going to Select Tiles and Layout ☐ Set User Preferences ☐ Customise layout of an Account's Home page by going to Select Tiles and Layout ☐

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