Get Started with Premium Features
Welcome to your premium features setup hub. Select any feature below to follow a step-by-step guide for enabling and using it. Your progress is saved automatically — pick up where you left off anytime. Your selections are saved on this browser just for you, so your onboarding stays personal to you.
Tip: You can set up features in any order. If a feature isn't relevant right now, select Not Now to move it aside. You can always come back to it later.
Prospect Insights Pro
Unlock advanced prospect research and predictive insights to identify your best potential donors.
0 of 5 steps completeOptimized Opportunities
Get AI-powered recommendations to help you prioritize and act on your best fundraising opportunities.
0 of 6 steps completeAction Plans
Generate AI-powered cultivation sequences tied to an opportunity, built backward from an ask date with up to seven structured steps.
0 of 6 steps completeAction Strategies
AI-generated preparation guides that surface donor context, recommendations, and draft content for upcoming actions.
0 of 5 steps completeBenchmarking Insights
Add four key performance benchmark tiles to your home page and deploy them to your team. Weekly data on revenue growth, donor retention, and more.
0 of 5 steps completePremium Chat for Blackbaud AI
Access advanced AI chat capabilities including deeper prospect insights and enhanced data analysis.
0 of 5 steps completeCustom Intelligent Tags
Define your own fundraising insights by connecting tags to constituent queries or lists — updated automatically each night.
0 of 5 steps completeSkipped Features
These features are set aside for now. Select Undo to move them back to your active list.