Blackbaud Direct Marketing for The Raiser's Edge User Guides

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• Blackbaud Direct Marketing New Features and Enhancements Guide (PDF 899K) November 21, 2011
  This guide highlights new features and changes to existing features in Blackbaud Direct Marketing 2.92.

• New Features Video for Blackbaud Direct Marketing 2.91 (VIDEO, Duration 4.19 min.) August 18, 2011
  This video provides a quick look at some of the key new features and enhancements available in Blackbaud Direct Marketing 2.91. For more information about all new features, see the New Features Guide.

• Infinity Platform Installation and Upgrade Guide (PDF 2.7M) August 18, 2011
  This guide describes the system requirements and basic server setup needed to install and run an application built on the Blackbaud Infinity platform.

• Introduction to Blackbaud Direct Marketing (PDF 2.0M) August 18, 2011
  This guide explains the workflow of the components of the program and includes information about general features.

• Marketing Efforts Guide for The Raiser's Edge (PDF 8.5M) August 18, 2011
  This guide explains how to create and manage all aspects of marketing efforts including packages, segments, lists, analysis, and more.

• Marketing Planner Guide (PDF 1.4M) August 18, 2011
  This guide explains how to use the Planner to establish estimates for costs and marketing efforts for the next year or another set time period.

• Administration Guide (PDF 3.7M) August 18, 2011
  This guide explains system-wide set up and configuration options, such as notifications, email alerts, attributes, smart fields, and code tables. It also includes information on how to run business processes, create queues, and use global changes to update your data. This guide also contains information about the Data Tune-Up.

• Page Designer Guide (PDF 3.9M) August 18, 2011
  This guide explains how you can use the Design Mode option to customize the program. The guide includes detailed explanations of the various areas in the program you can customize along with each customization option available. The Shell Design chapter also includes information about adding and editing pages, tasks, and functions.

• Reports and KPIs Guide (PDF 3.6M) August 18, 2011
  This guide explains report functionality in Blackbaud Direct Marketing, including the report explorer and the report model generator, as well as the numerous reports available. This guide also includes information about how to create key performance indicators (KPIs), KPI dashboard, and web dashboards.

• Query and Export Guide (PDF 2.1M) August 18, 2011
  This guide explains how you can group records based on criteria you define with our powerful query tool. You can specify the filters to use, how you want the records sorted or grouped, as well as what fields you want included in the output. You can use queries throughout the program to help you manage and analyze your data. You can also export records to use in another program, such as a spreadsheet, for further analysis.

• Batch and Import Guide (PDF 1.9M) August 18, 2011
  With batch entry, you can enter and update information and records in your database quickly because you do not need to add or open each record separately. This guide explains how to create batch designs to determine the fields to include in a batch and how to create batches to add and update multiple records in your database. You learn how to configure numbering schemes to assign each batch with a unique identifier and design workflows to ensure the appropriate staff members view or approve each batch. You also learn to how import data from an outside application into a batch and how to generate a process to commit multiple batches to the database at one time.

• Security Guide (PDF 1.4M) August 18, 2011
  The security model for the system is multi-dimensional and allows you to create a structure which is as simple or complex as needed. There are several components of security, including users, system roles, and sites. This guide details the different security components, as well as information about how to leverage your existing Active Directory user/group schemes when you establish application users and system roles.

• Data Mart and OLAP Guide (PDF 521K) August 18, 2011
  This guide explains the data mart and OLAP tools that allow you to conduct complex reporting and analysis. After you create a data warehouse and OLAP cube with the data mart deployment wizard, you can use reporting tools in the program to manipulate your data and create complex reports.

• Raiser's Edge Integration Guide (PDF 491K) August 18, 2011
  This guide explains how to integrate Blackbaud Direct Marketing with The Raiser's Edge.

• Blackbaud NetCommunity Integration Guide (PDF 958K) August 18, 2011
  This guide explains how to integrate Blackbaud Direct Marketing with Blackbaud NetCommunity.