Blackbaud for Gmail
With the Blackbaud for Gmail add-on, you can view constituent details about email senders and recipients and create actions from their messages in your Google Gmail inbox or mobile app. To use the add-on in Gmail, select Blackbaud from your inbox.
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With the add-on, you can add an email as action to the constituent's record. When you save an action, it automatically:
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Tracks the interaction as an email, completed on the date you create the action
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Includes the email's subject line and content as a summary and note on the action, respectively
Note: When you use a message that you received, the add-on automatically includes the email's subject and content. To include them for draft messages, manually enter the details in the Summary and Action notes fields of the add-on.
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Tracks the direction of the interaction — inbound or outbound — based on whether the constituent sent or received the email
Note: When you add an action from GmaIl, you can choose the fundraisers to assign it to.
To add an email as an action:
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In Gmail, choose whether to add the action for a new or existing email message.
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For a new message, select Compose, and enter the constituent's email address in the To field.
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For an existing message, select it in your Inbox or Sent folder.
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Select Blackbaud
or — if the add-in is open to the constituent information — Add action.
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If multiple constituents share the email address, choose who to apply the action to.
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If no constituent record has the email address, search for who to apply the action to in the Search for a constituent field.
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To help describe the intent of the email, choose the action's type. For more information, see Action Categories and Types.
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Update the action's date, summary, or status as necessary.
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With Prospect Research Management, choose which of the constituent's opportunities it supports.
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To include additional details than just the email's content, select Edit notes.
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To view or manage the assigned fundraisers, select Assign fundraisers.
Note: The action is automatically assigned to the fundraisers you last assigned an action to in Gmail.
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To remove a fundraiser from the action, select their x under Current fundraisers.
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To assign the action to other fundraisers, search for who should manage the action, and select Save.
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To assign the action to yourself, select Assign to me.
Tip: To assign actions to yourself, your constituent record must be marked as a fundraiser.
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To assign the action to another fundraiser, search for and select them.
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Select Save.
Tip: In Raiser's Edge NXT, you can add actions as appointments to your Google Calendar. For more information, see Calendar Appointments.
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To view the constituent details about an email's sender or recipient, select Blackbaud , and then add an action or select View constituent info. In the add-on, you can view the constituent's name, contact information, and other key details:
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Prospect status — With Prospect Research Management, where the constituent is in your moves management process (if at all). For more details, see Prospect Status.
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Latest gift and Lifetime giving — The most recent gift and total amount received from the constituent. For details on giving, see Constituent Giving.
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Last action — The most recent interaction with the constituent. For details on interactions, see Actions.
Tip: To view the constituent’s address in Google Maps, select their address.
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To help manage interactions with your constituents, you can use multiple databases with the Blackbaud for Gmail add-on. To use the add-on with a database, select its name in the Database field.
To connect to a new database:
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Next to Blackbaud, select More action, Add database.
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To enable the add-on to view constituent information and create actions, select Authorize.
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If not already signed in, sign in with your Blackbaud ID to confirm your identity.
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Choose the database to use, and select Authorize.
Note: When you close Gmail, you're still signed in to the add-on. To completely sign out, select More actions, Sign out next to Blackbaud.
To use the add-on, admins must enable it in Raiser's Edge NXT, before you install it in Gmail and authorize it to access your organization's data.
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Admins only! To use the add-on, go to the Blackbaud Marketplace and browse to Blackbaud for Gmail under App Collections, By Blackbaud, and select Connect. All users who use the application will need to authorize the add-on to accessRaiser's Edge NXT data, respecting their security rights. For more information, see Applications.
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After your administrator authorizes this application for use at your organization, add it from the G Suite Marketplace.
Tip: To access the G Suite Marketplace from your Gmail inbox, select Settings, Get add-ons.
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In the G Suite Marketplace, search for the Blackbaud for Gmail, and select Install and Continue.
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In your Gmail inbox, select Blackbaud
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To enable the add-on to access your Gmail account, select Authorize access.
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Review the add-on information, and select Allow and then Done.
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To enable the add-on to view constituent information and create actions, select Authorize.
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If necessary, sign in with the Blackbaud ID you use with Raiser's Edge NXT.
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If you use Raiser's Edge NXT with multiple organizations or databases, choose the database to use.
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Select Authorize.
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Each time you sign out and sign in to the add-on, authorize its access to your organization's data, respecting your security rights.
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Sign in with the Blackbaud ID you use with Raiser's Edge NXT.
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If you use Raiser's Edge NXT with multiple organizations or databases, choose the database to use.
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Select Authorize.