Ashley's Favorite Things: Workflows in Blackbaud Raiser's Edge NXT

Episode two of Ashley’s Favorite Things is all about workflows! Blackbaud technical solutions engineer Ashley Sweeney is back with another quick win for all you DBAs (or DBMs) out there to make your life easier and shine on your team. Watch as she walks through examples of automating stewardship opportunities using workflow designer in Blackbaud Raiser’s Edge NXT:

  • Birthday Workflow
  • New Prospect Workflow (aka Welcome Series)
  • Alert Research Team
  • Begin Grant Application Process

Take a look and see which ones you can leverage at your organization!

Did you miss episode one of Ashley’s Favorite Things? Learn tips for using actions and action lists in Blackbaud Raiser’s Edge NXT.