Form Intelligence with Blackbaud AI

Use Form Intelligence in YourCause GrantsConnect to improve application forms with artificial intelligence (AI). The Make suggestions tool in the Form Builder identifies spelling, punctuation, and grammar issues, and recommends updates for clarity.

What to expect

  • Generate suggestions for field labels, descriptions, placeholders, tooltips, field group options, and panel titles by reviewing the whole form or specific form components

  • Use with all form types, including applicant and grant manager forms

  • Does not evaluate elements like HTML and custom data tables

  • Generates suggestions only when fields match the form’s language

  • Available to grant managers with System – Can Manage Forms or System – All permissions

    Tip: Form Intelligence must be enabled for your client zone. Contact your Account Manager or CSM to enable it.

Get text suggestions for the whole form

  1. Sign in to the Grant Manager Portal – Go to yourcausegrants.com or your organization's URL. Sign in using your Blackbaud ID (BBID) or Single Sign-On (SSO) credentials.

  2. Open the Form Builder – From the side navigation, select Program Setup, then Custom Forms. Create a new form or edit an existing one.

  3. Identify text improvements – In the Form Builder, select Make suggestions. The All Suggestions flyout opens with tabs for Spelling and Clarity.

    • Spelling: Shows corrections for spelling, punctuation, and grammar. Fixes typos, capitalization, and missing punctuation.

    • Clarity: Suggests improvements for clarity and conciseness.

    Tip: Select a suggestion to navigate to the related field.

  4. Apply updates – Select the checkbox next to the suggestions you want to accept. Then select Apply updates.

    Tip: Updates apply to the active tab. To apply remaining suggestions, select Make suggestions again.

  5. Save updates – Save the form to finalize changes.

Get text suggestions for individual components

Request spelling and clarity suggestions for one component at a time. Individual suggestions are available for labels, descriptions, placeholders, tooltips, field group options, and panel titles.

  1. Sign in the Grant Manager Portal - Go to yourcausegrants.com or your organization's URL. Sign in using your Blackbaud ID (ID) or Single Sign-On (SSO) credentials.

  2. Open the Form Builder – From the side navigation, select Program Setup, then Custom Forms. Create a new form or edit an existing one.

  3. Configure a form component - Select Edit component on a field or layout component.

  4. Identify text improvements - Enter text in a label, description, placeholder, tooltip, field group options, or panel title. Select the sparkle icon next to the text input. The icon's tooltip is Make suggestions.

  5. Apply or clear suggestions - Review the spelling and clarity suggestions below the input. Apply a suggestion to update the text, or clear it to dismiss the suggestion. Save the field and form to keep your changes.

FAQs

The whole-form check and individual component suggestions evaluate the same text: field labels, descriptions, placeholders, tooltips, field group options, and panel titles. For individual suggestions, the text input must contain text.

The whole-form check does not support:

  • Custom data table options in field types like Picklists or Select boxes

  • Table field column names

  • In-kind items

  • Custom error messages

  • Form names

  • HTML in custom content, form descriptions, and form signature descriptions

The tool uses the following criteria to evaluate text:

  • Checks for standard spelling, punctuation, and grammar rules

  • Preserves the original tone and intent

  • Identifies opportunities to improve clarity and conciseness

  • Prioritizes action-oriented language (Enter your name, etc.)

  • Removes conversational fillers (please, thank you, etc.)

  • Removes redundant phrases

  • Preserves text like placeholders or tokens ({{OrgName}}) and legal or compliance phrases

No. Updates apply only to the current field label.

Note: For instructions on updating the default label, see the Update Field Labels and Descriptions help.

Note: See the Blackbaud Terms and Conditions (AI Terms). for terms applicable to all Blackbaud solutions and services where you use AI.