Getting Started with Blackbaud Online Express
This guide helps Blackbaud Raiser’s Edge users to create test donation forms and emails using Online Express quickly and efficiently. It provides step-by-step instructions for setting up and customizing donation forms and email templates. Learn to leverage Blackbaud's features to enhance your nonprofit's online giving, email marketing, and event planning.
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How do I fill this out?
Filling out the Blackbaud Online Express guide is simple and quick. Follow the set procedures to create test donation forms and email templates. This introductory section will guide you through the initial steps.
How to fill out the Getting Started with Blackbaud Online Express?
1
Log in with a Supervisor rights account and select Online Express from the navigation menu.
2
Set up security permissions as needed.
3
Create a test donation form following the step-by-step instructions.
4
Configure the look and feel, and fine-tune your donation form.
5
Create a test email by selecting Online Express > Email marketing.
Who needs the Getting Started with Blackbaud Online Express?
1
Nonprofit organizations looking to set up online donation forms for fundraising.
2
Marketing teams aiming to create and customize email templates.
3
Event organizers who need to plan and manage events using an easy-to-use platform.
4
Supervisors who manage security permissions in Blackbaud Online Express.
5
Individuals seeking to enhance their proficiency in Blackbaud Online Express.
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What are the instructions for submitting this form?
To submit your completed guide, follow the submission methods outlined below: Email: Send your guide to support@blackbaud.com. Fax: Fax your completed guide to 800-443-9441. Online: Visit www.blackbaud.com/online-express and use the submission form. Mail: Send your guide to Blackbaud, 2000 Daniel Island Drive, Charleston, SC 29492. Make sure to include all required information and follow any specific instructions for each method. We recommend retaining a copy for your records.
What are the important dates for this form in 2024 and 2025?
Ensure your donation forms and email templates are set up well before your key fundraising events in 2024 and 2025. Regularly review Online Express updates to stay current.
What is the purpose of this form?
The purpose of this guide is to assist nonprofit organizations in utilizing Blackbaud Online Express effectively. By following the detailed instructions, users can quickly set up online donation forms, customize email templates, and manage events to align with their fundraising goals. This guide also highlights best practices, tips, and additional resources to enhance your nonprofit's online presence and marketing efforts.
Tell me about this form and its components and fields line-by-line.
- 1. Activation Call: Complete the Online Express setup, review in-product resources, and create a test donation form and email template.
- 2. Get Started with Online Express: Follow the guide to create test donation forms and emails, register for the Success Program, and join the Online Express Community.
- 3. Success Program: Highlights include online giving, email marketing, planning events, best practices, tips, blogs, videos, and thought leadership.
- 4. Donation Forms: Create and customize donation forms, enable recurring gifts, and configure the design and text.
- 5. Email Marketing: Create and customize email templates, configure layout and design, and focus on adding content.
- 6. Thank You Messages: Configure the default text for confirmation screens and emails, and add merge fields for personalization.
- 7. Final Steps: Copy the JavaScript to embed your live donation form on your website, or save and preview your test form.
What happens if I fail to submit this form?
If you fail to submit this form, you may face difficulties in setting up your online donation forms and email templates. This could impact your nonprofit's fundraising and marketing efforts.
- Missed Fundraising Opportunities: Delays in setting up donation forms could result in missed opportunities for receiving donations.
- Inefficient Email Marketing: Failure to create and customize email templates can lead to less effective communication with donors and supporters.
- Event Planning Issues: Incomplete setup may hinder your ability to effectively plan and manage events using Online Express.
- Lack of Professionalism: Not utilizing available tools and resources can result in less professional presentations and outreach efforts.
- Reduced Engagement: Failure to set up and fine-tune forms and emails can lead to lower engagement levels with your audience.
How do I know when to use this form?
- 1. Fundraising Campaigns: Set up online donation forms to streamline and increase donations during campaigns.
- 2. Email Outreach: Design and send customized email templates to engage with donors and supporters.
- 3. Event Management: Create forms to plan and manage events efficiently using Online Express.
- 4. Resource Utilization: Leverage best practices, tips, and additional resources provided in the guide to optimize your efforts.
- 5. Training and Onboarding: Use the guide to train new staff or volunteers on using Blackbaud Online Express effectively.
Frequently Asked Questions
How do I create a test donation form?
In Online Express, select Donations and click 'Create a form' on the Donation dashboard. Follow the step-by-step instructions in the guide.
Can I customize my donation form?
Yes, you can customize your donation form by configuring its design, adding suggested gift amounts, enabling recurring gifts, and more.
How do I create a test email in Online Express?
From the navigation menu, select Online Express > Email marketing. Click 'Create new email' and use the provided layout options.
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How do I access Online Express?
Log in with a Supervisor rights account and select Online Express from the navigation menu.
What permissions are required to use Online Express?
You need an account with Supervisor rights as defined in Admin > Security to access and set up Online Express.
Where can I find additional resources for Online Express?
The guide includes links to online resources, best practices, tips, videos, and more to help you get started with Online Express.
How do I configure the look and feel of my donation form?
Use the 'Look & feel' tab to arrange sections, select display options for suggested gifts, and customize the design of your donation form.
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