Blackbaud Internet Solutions for Blackbaud Enterprise CRM User Guides

To search a guide for a specific word or phrase, press CTRL+F to open the Find screen, enter the word, and click Find. We recommend you download user guides larger than 300K: right-click the link to the guide and select Save Target As. To purchase printed copies, email manualrequest@blackbaud.com. If you have a question or comment about the user guides or help file, please email docs@blackbaud.com.

Review the system requirements for Blackbaud products.

Information Did you know answers to your software questions are right at your fingertips? While working in the software, check the help file to find the information you need.

Survey What do you think of our user guides and help files? Take our quick online survey to be entered into a drawing for a $25 Amazon gift certificate.


  • Configuration Overview (PDF 1M) May 2, 2011
    To help consultants, account executives, and users determine the appropriate configuration to implement Blackbaud Internet Solutions, this document describes the server and network options for the program. It also describes requirements for each service and any special security considerations to take into account. Note: References to Blackbaud NetCommunity in the document apply to Blackbaud Internet Solutions.

  • New Features Guide (PDF 2.1M) November 16, 2011
    This guide provides details about the new features and enhancements in Blackbaud Internet Solutions 2.91.

  • Infinity Platform Installation and Upgrade Guide (PDF 3.6M) October 10, 2011
    This guide describes the system requirements and basic server setup needed to install and run an application built on the Blackbaud Infinity platform.

  • Program Basics Guide (PDF 651KB) October 10, 2011
    This guide includes information on basic navigation and common procedures, such as using the HTML Editor, creating a page link, and inserting an image. It also provides information about constituencies.

  • Website Design Guide (PDF 7M) October 10, 2011
    This guides describes the website design process. It contains information about creating and managing the key components of your website, including page layouts, templates, and style sheets.

  • Parts Guide (PDF 8.1M) October 10, 2011
    This guide describes how to create and edit parts to display content on your website. 

  • Administration Guide (PDF 3.7M) October 10, 2011
    This guide explains each task found in Administration, such as how to create multiple websites, establish settings for sites, set up merchant accounts, and configure workflows.

  • Users & Security Guide (PDF 1.1M) October 10, 2011
    This guide explains each task found in Users & security. Refer to the guide for information about users, roles, task groups, security assignments, and how to import constituents as users.

  • Email Guide (PDF 2.7M) October 10, 2011
    This guide details all aspects of sending email through Blackbaud Internet Solutions. It includes procedures for creating email templates, lists, messages, newsletters acknowledgements, eCards, and notifications. The guide also discusses how to manage invalid accounts and email campaigns.

  • Chapter Management Guide (PDF 790K) October 10, 2011
    This guide describes the design and management process for chapters. It includes a process overview as well as detailed procedures for creating the chapter management part.

  • Personal Page Management Guide (PDF 1.2M) October 10, 2011
    This guide describes the design and management process for personal pages. It includes a process overview as well as detailed procedures for creating the personal page manager part.

  • User Networking Guide (PDF 2M) October 10, 2011
    This guide describes the design and management process for user networking on your website. It includes a process overview as well as detailed procedures for how to create the various parts related to user networking.

  • Advocacy Tools Guide (PDF 794KB) October 10, 2011
    This guide describes advocacy tools and the process for creating an advocacy section within your website. It contains information about creating action items, action centers, and elected official searches. 

  • Forms Guide (PDF 1.2M) October 10, 2011
    This guide explains how to create and design forms with the form designer.

  • Payment Application Data Security Standards Implementation Guide (PDF 158K) August 5, 2009
    This guide includes information about how to use Blackbaud Internet Solutions to help secure your constituents' credit card information in compliance with Payment Card Industry Data Security Standards (PCI DSS). Note: References to Blackbaud NetCommunity in the document apply to Blackbaud Internet Solutions. 

  • Web Transactions Guide (PDF 2.4M) October 10, 2011
    This guide explains how to integrate Blackbaud Enterprise with your Blackbaud Internet Solutions website and how to process transactions from the website.

  • Blackbaud Internet Solutions Integration Guide for Direct Marketing (PDF 848KB) August 18, 2011
    This guide explains how to integrate Blackbaud Direct Marketing with Blackbaud Internet Solutions.

  • Troubleshooting (PDF 100K) October 10, 2011
    This document includes information about scenarios that could affect the performance of the program. Initially, this covers using a test environment to evaluate the impact of a new release, patch, or new functionality against current business practices before going “live.” Additional topics will be added as areas are identified.
Go to top of page

      Call Us

      Call

      Our award-winning support team & sales representatives are standing by to help!

      contact a specialist now: 800.443.9441

      Call Us

      Chat

      Chat with our experienced staff to receive immediate help right away!

      Call Us

      Connect

      Subscribe to our feeds, friend us on facebook, follow us on twitter and YouTube

      click to connect

      Privacy Policy | Disclaimer | Safe Harbor Notice | Terms of Use | Acceptable Use Policy | Sitemap | © 2011 Blackbaud, Inc. All Rights Reserved