FAQs
- How to reconnect to Salesforce
- How to reconnect to the NXT API
- How to add new team members to the app
- Most common questions to answer in Management Reports
- Most common questions to answer in Appeal reports
- Most common questions to answer in the Recurring Giving reports
Video Guides
Tutorials
- How to Review or Update your tagging in the app
- Two wave appeals - Including a 'wave 1' group at 'wave 2' timings
- How to store campaign data for Dataro's integration (Blackbaud CRM)
- How to store campaign data for Dataro's integration (Salesforce)
- Storing TM Data for Automated RG Reporting (Blackbaud NXT / RE7)
- How to randomly allocate donors to your experiment groups
Getting Started
Integration & Setup
- Database Queries and Queue Setup (for NXT integrations)
- Finding your FTP credentials (for NXT integrations)
- Dataro Setup: Integration Process Overview
- Blackbaud CRM Setup Instructions
- Salesforce Non-Profit Success Pack (NPSP) Setup Instructions
- Blackbaud Raiser's Edge 7 (Blackbaud Hosting Services) Setup Instructions