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Get Started with eTapestry
Follow this step-by-step new user guide to get started using your database!
This five-step guide will get you ready to start using eTapestry to its fullest potential:
Step 1
Log In, Navigate and Configure Your Database
Before you get started on your eTapestry journey, make sure you have a proper Blackbaud ID (BBID) login to access your database. If you don't have a BBID, you will need your database administrator to acquire one for you. If you are a database administrator, here is how you can start adding new users:
Now that you're logged in to eTapestry, we'll show you around with resources on navigating and configuring your database:
On-Demand Webinars
Start with these short introductory videos from our Customer Success team:
- Video: How to Add Additional eTapestry Users
- Knowledgebase Article: How to add a new user account
- How-To Document: How to setup and manage a user security group
Now that you're logged in to eTapestry, we'll show you around with resources on navigating and configuring your database:
On-Demand Webinars
Start with these short introductory videos from our Customer Success team:
- Blackbaud Resources Overview
- eTapestry Home Page Overview
- How to Create User-Defined Fields
- Set Up Campaigns, Funds, and Approaches
- Search the Knowledgebase for detailed instructions on how to do things like how to create a new security group and how to move users to a different security group.
- Use the How-To Documentation quick information on how to add user-defined fields, system-defined fields, or Campaigns, Funds, and Approaches.
- Join the eTapestry Community and see how your peers are using their database.
- Chat with Support to get help troubleshooting and resolve any technical issues.
Step 2
Entering and Collecting Data into eTapestry
You should be able to login to your database and understand the basics of navigating eTapestry. Let's dive a little deeper and learn how to enter data like new accounts, gifts, journal entries, and more:
On-Demand Webinars
Start with these short introductory videos from our Customer Success team:
Training
Have access to a Blackbaud University Learn® subscription? Take these courses from our eTapestry Fundamentals Learning Path:
On-Demand Webinars
Start with these short introductory videos from our Customer Success team:
Training
Have access to a Blackbaud University Learn® subscription? Take these courses from our eTapestry Fundamentals Learning Path:
- Fundamentals - Accounts
- Fundamentals - Journals
- Basics of eTapestry
- Basics of Accounts
- Search the Knowledgebase for detailed information on the difference between Account, Role, Persona, and Name Format, and the difference between pledges and recurring gifts.
- Use the How-To Documentation quick information on entering Gifts and Pledges.
- Join the eTapestry Community and see how your peers are using their database.
- Chat with Support to get help troubleshooting and resolve any technical issues.
Step 3
Build Your Online Presence with Online Forms
Now that you are familiar with entering data, let's get some donations rolling in! Learn how to accept online donations and create event ticketing pages or contact forms for your constituents.
On-Demand Webinars
Start with these short introductory videos from our Customer Success team:
*Publishing Online transaction forms require a credit card processor. IF your credit card processor is Blackbaud Merchant Services (BBMS), watch this short video on how to connect it with eTapestry.
Training
Take the following Blackbaud University eLearning course from our Basics of eTapestry Learning Path:
On-Demand Webinars
Start with these short introductory videos from our Customer Success team:
*Publishing Online transaction forms require a credit card processor. IF your credit card processor is Blackbaud Merchant Services (BBMS), watch this short video on how to connect it with eTapestry.
Training
Take the following Blackbaud University eLearning course from our Basics of eTapestry Learning Path:
- Basics of Do-It-Yourself Forms
- Use the How-To Documentation for our detailed Do-It-Yourself Toolkit.
- Join the eTapestry Community and see how your peers are using their database.
- Chat with Support to get help troubleshooting and resolve any technical issues.
Step 4
Understanding Queries and Reports from A to Z
You're all set up to start collecting and entering data into eTapestry. Let's learn how to get the important information out of your database with queries and reports.
On-Demand Webinars
Queries have endless possibilities, so it's imperative to know them inside and out. These in-depth videos from the Customer Success team will help you unpack how they work, what to use them for, and why you need them in your daily tasks toolkit:
Have access to a Blackbaud University Learn® subscription? Take the following course via our eTapestry Fundamentals Learning Path:
On-Demand Webinars
Queries have endless possibilities, so it's imperative to know them inside and out. These in-depth videos from the Customer Success team will help you unpack how they work, what to use them for, and why you need them in your daily tasks toolkit:
- Mysteries of eTapestry Part 1: Queries
- 5 Queries Every eTapestry Database Should Have
- Queries and Reports: the Logic and the Difference
- Mysteries of eTapestry Part 2: Reports
- Custom Reports to Help You Succeed
- Analyzing Data with Standard Reports
Have access to a Blackbaud University Learn® subscription? Take the following course via our eTapestry Fundamentals Learning Path:
- Fundamentals - Queries, Reports, and Communications
- Basics of Queries, Reports, and Communications
- Bonus! Try your hand at earning your certification (it's free to take the test!)
- Search the Knowledgebase for detailed instructions on how to build a query for all donations in a time frame, creating a clean mailing list, or how to create a report to review your donations.
- Join the eTapestry Community and see how your peers are using their database.
- Chat with Support to get help troubleshooting and resolve any technical issues.
Step 5
Communicating with Your Donors
From newsletters to thank-you letters and everything in-between - eTapestry has you covered when it comes to communicating with your donors.
On-Demand Webinars
Start with these helpful videos from our Customer Success team:
On-Demand Webinars
Start with these helpful videos from our Customer Success team:
- Using Communication Templates
- Generating Documents
- Email Marketing 101
- Staying Connected to Your Donors with Communications
- Use How-To Documentation for detailed information on creating Drag-n-Drop Email Templates, using the HTML editor in the Communications area, or generating one-off documents and mass email.
- Join the eTapestry Community and see how your peers are using their database.
- Chat with Support to get help troubleshooting and resolve any technical issues.
Step 1
Log In, Navigate and Configure Your Database
Before you get started on your eTapestry journey, make sure you have a proper Blackbaud ID (BBID) login to access your database. If you don't have a BBID, you will need your database administrator to acquire one for you. If you are a database administrator, here is how you can start adding new users:
Now that you're logged in to eTapestry, we'll show you around with resources on navigating and configuring your database:
On-Demand Webinars
Start with these short introductory videos from our Customer Success team:
- Video: How to Add Additional eTapestry Users
- Knowledgebase Article: How to add a new user account
- How-To Document: How to setup and manage a user security group
Now that you're logged in to eTapestry, we'll show you around with resources on navigating and configuring your database:
On-Demand Webinars
Start with these short introductory videos from our Customer Success team:
- Blackbaud Resources Overview
- eTapestry Home Page Overview
- How to Create User-Defined Fields
- Set Up Campaigns, Funds, and Approaches
- Search the Knowledgebase for detailed instructions on how to do things like how to create a new security group and how to move users to a different security group.
- Use the How-To Documentation quick information on how to add user-defined fields, system-defined fields, or Campaigns, Funds, and Approaches.
- Join the eTapestry Community and see how your peers are using their database.
- Chat with Support to get help troubleshooting and resolve any technical issues.
Webinar title goes here
Thursday, September 17, 2020 | 2:00 p.m. ET
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
Webinar title goes here
Thursday, September 17, 2020 | 2:00 p.m. ET
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
Webinar title goes here
Thursday, September 17, 2020 | 2:00 p.m. ET
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
Webinar title goes here
Thursday, September 17, 2020 | 2:00 p.m. ET
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
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Congratulations!
You've made it through the new-user guide to getting started with eTapestry. We hope this helped get to know your database better, as well as help you understand where to go when you need help!
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.
Have a Blackbaud University Learn® training subscription? Explore the complete list of eTapestry courses for even more courses.
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!
Lorem Ipsum
People in 164 countries are raising billions for the causes they care about. See how you can, too!
