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Set Up Blackbaud ID
Blackbaud ID (BBID) unlocks access to Blackbaud.com, Training, Support and other resources. Your project's first administrator should accept their email invitation to create their BBID and invite other teammates.
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Begin Project Checklist
Every customer is unique, but most projects begin with basic preparation. Use the tiles below to review the Project Prep Checklist specific to your solution. Our team is here to help you every step of the way.
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Onboarding Resources
Whether you are new to Blackbaud or have been a customer for years, you may have questions about Blackbaud resources and need some guidance. Here are some helpful resources to Help You Get Started!
Unlock the Value of Blackbaud Raiser's Edge NXT® (Without starting over)
Reignite is an easy reset for teams who want to get real value from Raiser's Edge NXT — whether you’re brand new, a little stuck, or ready to go further.
Maybe you’ve inherited your solution. Maybe you launched it… and then life happened. Maybe you know there’s more in there, but you’re not sure where to start.
Reignite is how you move forward — with clarity, confidence, and momentum.
You don’t have to do everything. You just pick where you are — and we’ll meet you there.
Where should we start?
Everyone’s Raiser's Edge NXT journey looks a little different. Choose the option that best describes you — we’ll take it from there. No judgment. No pressure.
I'm a New User I inherited Raiser's Edge NXT and need confidence and a new skillset. Start Here › Path 2
We Drifted We never fully started to use Raiser's Edge NXT, and I need help to reboot. Let’s Reboot › Path 3
Modern Explorer We're cruising with Raiser's Edge NXT, but we see untapped potential. Unlock More › Reignite is new — and you're one of our first visitors! We'd love your feedback (2 minutes).
Share FeedbackWhat You’ll Actually Work on in Reignite
Reignite isn’t about doing everything. It’s about making progress on the things that matter most — based on where your organization is right now.
Step 4. Maximize Your Fundraising with Gift Analysis
Now that you have learned about Constituents and Gift Records, it’s time to move on to Raiser’s Edge NXT Gift Analysis. This powerful tool helps you:
- Track Appeal Performance
- Evaluate Campaign Effectiveness
- Monitor Fund Performance
- Analyze Fundraiser Contributions
These insights help you optimize your fundraising strategies and make data-driven decisions to maximize your constituent engagement.
Get Started
Watch Raiser’s Edge NXT: Fundraising Reporting Dashboards for a comprehensive overview of setup and configuration, (10) pre-configured dashboards, creating custom dashboards, and exporting and sharing reports with others.
Take Action
When recently asked, new Raiser’s Edge NXT users agreed that the feature they were most interested in immediately leveraging was Dashboards. Whether you use a pre-configured or customized dashboard, it allows you to visualize and monitor key metrics at a glance.
Today, we want you to:
- Explore the pre-configured dashboards starting with the Overview and Funds, Campaigns & Appeals dashboards
- Create and save your own customized dashboard by following our step-by-step guide, How to Create and Manage Dashboards
By mastering gift analysis and dashboard creation, you’ll be well equipped to leverage your data for strategic decision-making and enhanced fundraising outcomes.
Expand Your Knowledge
To learn more about Gift Analysis, take these Blackbaud University courses:
- Raiser’s Edge NXT Fundamentals: Lists (eLearning)
- Raiser’s Edge NXT Fundamentals: Dashboards (eLearning)
- Raiser’s Edge NXT: Creating and Using Appeals (Live, Instructor-led)
Blackbaud Resource Spotlight
The Blackbaud Community is an online platform for users to connect, share best practices, and support each other in a peer-to-peer ecosystem of good. You can join a product-specific community (Raiser’s Edge NXT) or ask general questions that aren’t product-related in the Organization Best Practices Community.
Step 5: Develop a Strategic Fundraising Plan
You have learned about main features of Raiser’s Edge NXT designed to help you manage donor relationships, increase donations, and streamline fundraising efforts. Now, let's put all this information into action!
It is critical that your development and fundraising teams have a common Strategic Fundraising Plan that:
- Identify your Fundraisers: Tag constituents who interact with others on behalf of your organization
- Use Work Center and Actions: Assign tasks, track progress, and ensure timely follow-ups
- Cultivate growth and new opportunities using Prospect Insights: Analyze donor data to develop targeted strategies and maximize fundraising potential
Get Started
Let’s start with the Fundraising Work Center that allows you to manage tasks and relationships efficiently in one central location. Track fundraising efforts at a glance, allowing fundraisers to gauge their performance across multiple areas. Use Actions and Opportunities to assign and monitor qualified prospects to fundraisers.
To learn more watch this on-demand webinar Raiser’s Edge NXT: Power Your Fundraising with Actions and Opportunities.
For those with access to the comprehensive data intelligence in Prospect Insights, use this tool to identify and prioritize top candidates for major giving. Use data analysis to develop targeted engagement strategies for high-priority prospects. For more details, refer to the Get Started with Prospect Insights guide.
Take Action
Now, it’s your turn to begin using Work Center, Actions and Opportunities:
- Begin by setting up Fundraising Work Center if your organization has not already done so
- Assign yourself as a fundraiser to a specific constituent or prospect to cultivate
- Add an Action (meeting, phone call, email) from the Needs Attention Section of the Work Center
- Once you have added a few actions, create an Actions List
Expand Your Knowledge
To learn more about the Raiser’s Edge NXT tools that will help you transform your Fundraising Strategy, take these Blackbaud University courses:
- Blackbaud Raiser’s Edge NXT: Fundraisers (Live, Instructor-led)
- Blackbaud Raiser’s Edge NXT: Funds and Fundraising Structure (Live, Instructor-led)
- Raiser’s Edge NXT: Prospect Management Configuration (eLearning)
- Raiser’s Edge NXT: Basics of Prospect Insights (eLearning)
Blackbaud Resource Spotlight
Blackbaud’s award-winning Customer Support is committed to your success and has the resources, knowledge, and expertise your organization needs to excel. Blackbaud Customer Support offers:
- Comprehensive digital resources and hundreds of highly trained associates
- Availability Monday through Fridays from 8:30 A.M. – 6:00 P.M. (ET), excluding holidays
- Generative AI in our chatbot and Knowledgebase for easy resolution of basic questions
- An easy-to-use chat interface for direct assistance
