It's time to connect with Dataro. Welcome aboard!
Blackbaud CRM is a powerful and more complex system, so here's what we need for the setup.
What we require:
A system administrator account. Ideally, the username can be 'DataroIntegration' with the email address of (firstname.lastname@example.org). You should create a suitably strong password using a tool like https://passwordsgenerator.net/. The best practice is to send the password to that email (and only that email) and to create this password using https://onetimesecret.com/.
Once you've created our administrator account, contact your account manager with details.
What do we need this for:
- We will create multiple Ad-Hoc Queries (depending on your data volume) in order to extract data
- We will create multiple datalists (depending on your data volume) in order to extract data
- We will create a number of constituent attributes to store the model scores and rankings
Once we've completed the setup, it's time to proceed with Campaign Tagging.