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Get Started saving on fees with Complete Cover and donor cover
Follow this step-by-step new user guide to get started using Complete Cover and donor cover with Blackbaud Merchant Services!
Let's introduce you to the amazing resources at your fingertips to get you saving fees with Complete Cover and donor cover. We'll reference these throughout this Get Started Guide as we explore must-see resources for the topics we'll cover. For more information on how to use these resources, check out the Resource Guide on this page.
Customer Success Sessions
How-to Documentation
KnowledgebaseThis guide will get you ready to start using Complete Cover and/or donor cover with Blackbaud Merchant Services to its fullest potential:
Step 1
Create a Blackbaud Merchant Services account.
The first thing you’ll need to do to capture the fee savings of Complete Cover or donor cover is to create a Blackbaud Merchant Services account; if you already have one you can skip straight to step 2.Get Started
Step 2
Connecting BBMS to Raiser's Edge NXT
In order to take advantage of Complete Cover or donor cover you must have an online donation form enabled to process gifts with a Blackbaud Merchant Services account through Raiser's Edge NXT web view. This video will show you at a glance how to get your new Merchant Services account connected and a cover model enabled on a new or existing donation form.Get Started
Step 3
Work Your Work Center
One of the most valuable features of Raiser’s Edge NXT is the new and improved work center. Your work center offers easy access to all the relationships and activity assigned to you as a fundraiser, so that you can stay on top of your open opportunities and next steps. Take the next steps to ensure your work center is set up properly so you can focus your fundraising energy where it matters.
Get Started
Are you set up as a fundraiser? Follow these steps to make yourself a fundraiser. (Note: You need a constituent record in the database before you can be a fundraiser! Learn how to add an individual constituent here.)
Quickly assign constituents to your portfolio by following these steps.
Basics of Fundraising (15 minutes)
Take it to the NXT Level
Power Your Fundraising with Actions and Opportunities
Get Started
Are you set up as a fundraiser? Follow these steps to make yourself a fundraiser. (Note: You need a constituent record in the database before you can be a fundraiser! Learn how to add an individual constituent here.)Quickly assign constituents to your portfolio by following these steps. Basics of Fundraising (15 minutes)Take it to the NXT Level
Power Your Fundraising with Actions and OpportunitiesStep 4
Streamline Your Gift Processing
The primary goal of your fundraising efforts is the money you raise toward your mission. Are you streamlining your gift processing so that it is ready to scale? There are two different ways to batch gifts – one simple option is in Web View. This approach is best for entering one-time or recurring gifts, or when you don’t have complex data entry needs like custom fields. For other gift types and more complex gift entry needs, take it to the NXT level and learn how to batch in Database View.
Get Started
How to Add a Batch of Gifts (Web View)
Entering Gifts in Batches (Web View)
Streamline Your Gifts Processing with Receipt Management
How to Prepare Donor Acknowledgement Letters
Take it to the NXT Level
How to Create a Gift Batch
Fundamentals - Gift Management (Web View)
Batch (Database View)*
*Some courses have pre-requisites. We highly recommend taking the Fundamentals courses or earning your Fundamentals Certification (the test is free!)
Get Started
How to Add a Batch of Gifts (Web View) Entering Gifts in Batches (Web View)Streamline Your Gifts Processing with Receipt Management How to Prepare Donor Acknowledgement LettersTake it to the NXT Level
How to Create a Gift Batch Fundamentals - Gift Management (Web View) Batch (Database View)**Some courses have pre-requisites. We highly recommend taking the Fundamentals courses or earning your Fundamentals Certification (the test is free!)
Step 5
Accelerate Your Online Giving
Now that you’re familiar with gift processing in Raiser's Edge NXT, let’s take it online! Raiser’s Edge NXT provides you with two different integrated options for accepting online donations: NXT donation forms and Online Express. Similar to what we saw with batches, NXT donation forms are best for accepting one-time or recurring gifts, while Online Express supports pledges, tribute giving, and collection of custom gift fields. With either option, you can quickly generate an easily embeddable donation form that feeds donations directly into your Raiser's Edge NXT database.
Get Started
Donation Forms in Raiser's Edge NXT
Basics of Blackbaud Online Express
Online Express How-To Site
Take it to the NXT Level
Donation Forms: Raiser's Raiser's Edge vs. Online Express
Online Donation Forms*
Insights and Best Practices for Using New Raiser's Edge NXT Donation Forms
*Some courses have pre-requisites. We highly recommend taking the Fundamentals courses or earning your Fundamentals Certification (the test is free!)
Get Started
Donation Forms in Raiser's Edge NXT Basics of Blackbaud Online Express Online Express How-To SiteTake it to the NXT Level
Donation Forms: Raiser's Raiser's Edge vs. Online Express Online Donation Forms* Insights and Best Practices for Using New Raiser's Edge NXT Donation Forms*Some courses have pre-requisites. We highly recommend taking the Fundamentals courses or earning your Fundamentals Certification (the test is free!)
Step 6
Get an Education on Segmentation
Now that you’ve completed the first five steps, you have a pretty good idea of how to enter data into Raiser's Edge NXT… but can you get it back out? Raiser's Edge NXT Lists and Query are two powerful ways of doing just that. Check out these resources to get an education on segmentation in Raiser's Edge NXT.
Get Started
Basics of Lists
Basics of Query
Take it to the NXT Level
Love It or LIST It
Fundamentals-Query (Database View)
Who wore it best? Lists vs. Query
Get Started
Basics of Lists Basics of QueryTake it to the NXT Level
Love It or LIST It Fundamentals-Query (Database View) Who wore it best? Lists vs. QueryStep 7
Drive Your Fundraising with Better Reporting
To increase the impact on your mission and inform your next steps, it's important to keep your finger on the pulse of your organization's fundraising efforts. Raiser’s Edge NXT offers a multitude of preconfigured and custom reporting options, both in Web View and Database View. Check out the resources below to get started!
Get Started
Basics of Reporting (Web View)
Basics of Reports (Database View)
Take it to the NXT Level
Basics of Data Extraction (Database View)
Actionable Reporting (Database View)*
Fundamentals - Lists and Dashboards (Web View)
Who wore it best? Database View Reports vs. Web View Reporting
Fast Wins with Insight Designer and Report Builder
*Some courses have pre-requisites. We highly recommend taking the Fundamentals courses or earning your Fundamentals Certification (the test is free!)
Get Started
Basics of Reporting (Web View) Basics of Reports (Database View)Take it to the NXT Level
Basics of Data Extraction (Database View)Actionable Reporting (Database View)*Fundamentals - Lists and Dashboards (Web View)Who wore it best? Database View Reports vs. Web View ReportingFast Wins with Insight Designer and Report Builder*Some courses have pre-requisites. We highly recommend taking the Fundamentals courses or earning your Fundamentals Certification (the test is free!)
Step 8
Power Your Marketing and Outreach
Marketing and outreach efforts help you acquire donors, cultivate prospects and volunteers, and invite others to join your organization’s mission. Raiser's Edge NXT enables you to do just this through various channels – mail, email, and social media. Are you making the most of these features to effectively communicate with your constituents?
Get Started
Basics of Mail
Basics of Email
Basics of Social Posting
Take it to the NXT Level
Learn more about Email
Learn more about Social Posting
Deciding between Online Express and Raiser's Edge NXT Email Marketing
Raiser's Edge NXT: Email*
Generating Exports*
*Some courses have pre-requisites. We highly recommend taking the Fundamentals courses or earning your Fundamentals Certification (the test is free!)
Get Started
Basics of Mail Basics of Email Basics of Social PostingTake it to the NXT Level
Learn more about Email Learn more about Social Posting Deciding between Online Express and Raiser's Edge NXT Email Marketing Raiser's Edge NXT: Email* Generating Exports**Some courses have pre-requisites. We highly recommend taking the Fundamentals courses or earning your Fundamentals Certification (the test is free!)
Step 9
Work Smarter with Workflow Designer
Now that you’re up to speed on emails and actions, the next skill you’ll want in your toolkit is Workflow Designer. Workflow Designer allows you to set up simple workflows to automate processes that you might be managing manually right now – think email automation and moves management. Check out the resources below to dive in!
Get Started
Learn more about Workflows
Automating Actions for Moves Management in Raiser's Edge NXT
Using Workflows to automate emails
Take it to the NXT level
Work Smarter with Workflow Designer
Raiser's Edge NXT Workflows*
*Some courses have pre-requisites. We highly recommend taking the Fundamentals courses or earning your Fundamentals Certification (the test is free!)
Get Started
Learn more about WorkflowsAutomating Actions for Moves Management in Raiser's Edge NXTUsing Workflows to automate emailsTake it to the NXT level
Work Smarter with Workflow DesignerRaiser's Edge NXT Workflows**Some courses have pre-requisites. We highly recommend taking the Fundamentals courses or earning your Fundamentals Certification (the test is free!)
Step 10
Advance Your Fundraising with Raiser's Edge NXT Events
Many organizations leverage events to boost their annual fundraising or further engagement with their supporters. Learn more about how Raiser's Edge NXT can support your event and participant tracking needs with these resources below:
Get Started
Basics of Events
Learn more about Events
Take it to the NXT Level
Raiser's Edge NXT Basic Events: Making Events Simpler
Raiser's Edge NXT Events*
Raiser's Edge NXT or Online Express Registration Forms: Which one is right for you?
*Some courses have pre-requisites. We highly recommend taking the Fundamentals courses or earning your Fundamentals Certification (the test is free!)
Get Started
Basics of EventsLearn more about EventsTake it to the NXT Level
Raiser's Edge NXT Basic Events: Making Events Simpler Raiser's Edge NXT Events*Raiser's Edge NXT or Online Express Registration Forms: Which one is right for you?*Some courses have pre-requisites. We highly recommend taking the Fundamentals courses or earning your Fundamentals Certification (the test is free!)
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Congratulations!
You've made it through the new-user guide to getting started saving fees with Blackbaud Merchant Services.
What do I do now?
The Customer Success team offers an on-demand resource library as well as monthly live interactive sessions. We're here to help you continually optimize your workflows and help you tackle the busiest of times with seasonal topics.
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People in 164 countries are raising billions for the causes they care about. See how you can, too!
Lorem Ipsum
People in 164 countries are raising billions for the causes they care about. See how you can, too!
Lorem Ipsum
People in 164 countries are raising billions for the causes they care about. See how you can, too!
