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Blackbaud Analytix

T.C. Brown
$organization

The PSO is looking at using Blackbaud Analytix to conduct a wealth screening for us.  We've had a great demo and wanted to know how other Tessitura organizations with Blackbaud are using the information.   For instance, has anyone created a custom tab to include a lot of info from the screening, or just put some information in as an attribute.  Which account does the information live, the household or the individual's?  For those using Research Point, are there Tessitura attributes that you found useful to import into this module?  Any initial thoughts about how V12 will impact/enhance/change the setup you have now or how you will use the Blackbaud information with Tessitura in the future?  Insights anyone can offer, are appreciated.

Thanks.

T.C.

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  • $organization

    Hi Cody,

     

    Thanks for the info.  I’ll let you know if we have any other questions.

     

    T.C. Brown

    Database Administrator

    412.392.4834

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Cody Lee
    Sent: Thursday, January 23, 2014 6:57 PM
    To: TC Brown
    Subject: Re: [Tessitura Development Forum] Blackbaud Analytix

     

    We recently conducted a screening at SCFTA.  We've been using ResearchPoint for a while and found, after the screening, that it was helpful to swap the ResearchPoint constituent IDs with Tess IDs.  We imported donation frequency, major gift likelihood, planned gift likelihood, target gift range, velocity rating, and an age append as household attributes so that we can have access to those for lists within Tess.  I hope that's helpful - please feel free to be in contact if you have other questions.
    Best regards,
    Cody 

    From: T.C. Brown <bounce-tcbrown4438@tessituranetwork.com>
    Sent: 1/17/2014 9:53:32 AM

    The PSO is looking at using Blackbaud Analytix to conduct a wealth screening for us.  We've had a great demo and wanted to know how other Tessitura organizations with Blackbaud are using the information.   For instance, has anyone created a custom tab to include a lot of info from the screening, or just put some information in as an attribute.  Which account does the information live, the household or the individual's?  For those using Research Point, are there Tessitura attributes that you found useful to import into this module?  Any initial thoughts about how V12 will impact/enhance/change the setup you have now or how you will use the Blackbaud information with Tessitura in the future?  Insights anyone can offer, are appreciated.

    Thanks.

    T.C.




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Reply
  • $organization

    Hi Cody,

     

    Thanks for the info.  I’ll let you know if we have any other questions.

     

    T.C. Brown

    Database Administrator

    412.392.4834

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Cody Lee
    Sent: Thursday, January 23, 2014 6:57 PM
    To: TC Brown
    Subject: Re: [Tessitura Development Forum] Blackbaud Analytix

     

    We recently conducted a screening at SCFTA.  We've been using ResearchPoint for a while and found, after the screening, that it was helpful to swap the ResearchPoint constituent IDs with Tess IDs.  We imported donation frequency, major gift likelihood, planned gift likelihood, target gift range, velocity rating, and an age append as household attributes so that we can have access to those for lists within Tess.  I hope that's helpful - please feel free to be in contact if you have other questions.
    Best regards,
    Cody 

    From: T.C. Brown <bounce-tcbrown4438@tessituranetwork.com>
    Sent: 1/17/2014 9:53:32 AM

    The PSO is looking at using Blackbaud Analytix to conduct a wealth screening for us.  We've had a great demo and wanted to know how other Tessitura organizations with Blackbaud are using the information.   For instance, has anyone created a custom tab to include a lot of info from the screening, or just put some information in as an attribute.  Which account does the information live, the household or the individual's?  For those using Research Point, are there Tessitura attributes that you found useful to import into this module?  Any initial thoughts about how V12 will impact/enhance/change the setup you have now or how you will use the Blackbaud information with Tessitura in the future?  Insights anyone can offer, are appreciated.

    Thanks.

    T.C.




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

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