© 2011 Blackbaud ResearchPoint Online User Clinic 1 · 2011-02-25 · • Queries are for grouping – not reporting • Each field and data point in ResearchPoint is available within

© 2011 Blackbaud ResearchPoint Online User Clinic 1

ResearchPoint Online User Clinic: Building Queries to Find Your Hidden Gems

February 22, 2011


Host: Kelly Dewald, Implementation Consultant

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Q&A AND TECHNICAL ASSISTANCE


answer if necessary.

For technical assistance connecting:

Intercall: 800.374.1852Live Meeting: 866.493.2825

Note: These numbers are for technicalassistance. They are not the call-in numbers tolisten to the event.

• Welcome and Introductions• ‘Building Queries to Find Your Hidden Gems’ Presentation• Upcoming Web Events• How Blackbaud Can Help• Q&A

AGENDA


• Q&A

I. What is ResearchPoint?

II. What is Query?

1) How can Query help?

2) Where can I find Query?

III. Building Queries

BUILDING QUERIES TO FIND YOUR HIDDEN GEMS


III. Building Queries

1) Query Criteria & Output

2) Saving Queries & Selections

IV. Query Tips

• a web-enabled prospect research tool• the storage unit for prospect management and wealth analysis• helpful in identifying new contacts for cultivation

RESEARCHPOINT IS…


QUERY IS…• a grouping tool… not a reporting tool• helps pull quick lists of individuals in ResearchPoint• most efficient way to segment prospects

• Donors and prospects who fly under your radar

• May not be well known among staff

• High likelihood and affinity, low capacity

HIDDEN GEMS


• High likelihood and affinity, low capacity

• Loyal donors, but not giving at their full capacity

• Segment and group individuals in your database

• Build lists using any data points currently tracked within a prospect record

WITH QUERY, YOU CAN…


• Use the saved results browse prospect records

BUIL D ING QUE RIE S


BUIL D ING QUE RIE S- OUT P UT /F ILT E RS

• Queries are created and saved within the Analysis area- Click “Query” to access existing and create new queries

WHERE ARE QUERIES FOUND?


WHAT SOURCE VIEW SHOULD BE SELECTED?


• The data points that you select to build your query- Ex. Address, Giving Summary, Wealth, Constituencies, Attributes, etc.

WHAT ARE QUERY FILTERS?


• Is equal to • Is not equal to • Is one of • Is not one of • Is less than • Is less than or equal to • Is greater than

WHAT ARE QUERY OPERATORS?• Is blank • Is not blank • Contains • Does not contain


• Is greater than • Is greater than or equal to • Is between • Is not between • Is like • Is not like • Begins with • Does not begin with

Zip like 294???-???? Find all records that begin with 294 and have a ZIP+4.

CREATIVE USES OF QUERY OPERATORS

Zip begins with 294 will find


Zip begins with 294 will find people that live in several zip codes that begin with 294

Zip between 29400 and 30000 finds records that have a ZIP or ZIP+4 in the specified area.

• The data points that you would like to see in the results of the query- Ex. Address, Giving Summary, Wealth, Constituencies, Attributes, etc.

• Be cautious when using “one-to-many” fields like constituency codes- May create duplicate rows in query results

WHAT IS QUERY OUTPUT?


COMPARING CRITERIA TO OUTPUT FIELDS


AND is very exclusive

USING AND & OR IN QUERY

OR is very inclusive


Beverly Hills

$300k Assets

Beverly Hills

$300k Assets

Parentheses may be needed:1. When there are 3 or more filters in the query2. If you are using both AND & OR in your query filters

USING PARENTHESES IN QUERY

1.

5


2.

3.

143

822

• Useful when “one-to-many” fields are in use• Allows you to roll up the query results using the SUM, AVERAGE, or other

summary figures• Below, the results will show the SUM of the High Amount of all

philanthropic gifts – instead of each gift individually

SUMMARIZE QUERY OUTPUT




BUIL D ING QUE RIE S- S ORT /GROUP F ILT E RS

QUERY SORT OPTIONSSort Fields• Sort by selecting from the Available fields• Sort Ascending or Descending

Group Filter Fields• Filter on aggregate values from your output fields

- Additional filters for query based on summarized output data


- Additional filters for query based on summarized output data



BUIL D ING QUE RIE S- RE S ULT S

QUERY RESULTS

• Displays the first 500 records that met the query criteria

• You can export directly from Query results- Right-click; Save Grid Results

• Double-click a row to browse the prospect record- Select the screen/page you wish to view


- Select the screen/page you wish to view

S AV ING T HE QUE RY ( S E L E CT IONS )


S AV ING T HE QUE RY ( S E L E CT IONS )

SAVING THE QUERY: NAME


SAVING THE QUERY: PERMISSIONS


SAVING THE QUERY: CREATE SELECTION


Go to Analysis -> Query to review saved queries

• Here, you can create folders to organize queries for easy access.

• Double-click a query to view the

VIEWING SAVED QUERIES


• Double-click a query to view the results

• Right-click, and select Edit to make changes to the query filters and output.

LET’S TAKE A TOUR


LET’S TAKE A TOUR

• Primary Address in California

• Major Giving Likelihood greater than 700

• Total Confirmed assets greater than $500,000

• Total Giving greater than $25,000

LET’S BUILD A QUERY TOGETHER


• Queries are for grouping – not reporting

• Each field and data point in ResearchPoint is available within a query

• One-to-many fields in the output can create duplicate rows

• Query results only display the top 500 results

• View the data points on a prospect record before building your query

‘BUILDING QUERIES’ NOTES


• View the data points on a prospect record before building your query

• Create a ‘Selection’ when you save your query. This is necessary to use this list elsewhere in ResearchPoint.- Query ‘Selections’ can be used in Research Groups, Mapping, Prospect Analysis

Dashboards, Wealth Capacity Formulas, Notifications, Global Changes

RESEARCHPOINT ONLINE USER CLINICS

Topic Date

Research Groups March 16, 2011 2:00 PM EST

Importing April 2011 (TBD)


• Target Analytics Fundraising Models - For Higher Education - March 1 at 2:00 pm ET- For Arts & Cultural Organizations - March 3 at 2:00 pm ET- For Small Offices - March 10 at 2:00 pm ET- For Healthcare - March 24 at 2:00 pm ET

• Target Analytics Fundraising Models- March 29 at 2:00 pm ET

UPCOMING WEB SEMINARS


- March 29 at 2:00 pm ET- April 26 at 2:00 pm ET

• Target Analytics Mid-Level Gift Fundraising Models- March 8 at 2:00 pm ET

• For Canadian Nonprofits: Boost Fundraising Results with Target Analytics- March 3 at 2:00 pm ET

*For a schedule of all upcoming web seminars or to register, go to ww.blackbaud.com/webinars.

• Idea Bank – An online suggestion tool in which you can post software suggestions, vote for those most important to you, and add and review comments.- http://researchpointfeedback.blackbaud.com

• The Prospector Newsletter – We publish support newsletters to keep you informed about the latest software information and share tips for using your software effectively. We encourage all software users to subscribe to these

CUSTOMER RESOURCES


software effectively. We encourage all software users to subscribe to these resources.- http://www.blackbaud.com/support/newsletters/supnewsletters.aspx

• The Prospector Blog - The official blog of our prospect research products . Check the Blogs for insights into Blackbaud products, nonprofit technology, and web culture.- http://forums.blackbaud.com/blogs/theprospector/default.aspx

• Customer Support – You are at the heart of everything we do, and we take pride in giving you the industry’s best support. Access our Knowledgebase, User Guides, FAQs, and contact us via email, Case Central, or by speaking with a live support representative.- http://www.blackbaud.com/support/support.aspx

-

CUSTOMER RESOURCES (CONT’D)


• Forums - Our forums are a gathering place for everyone in the nonprofit community to exchange ideas. We encourage all software users to participate and all posts are publicly available. - Visit the Target Analytics Forums - http://forums.blackbaud.com

Contact Blackbaud Support for more information on:

• Additional Modules: Multiple module purchases and bundled training• Training Services: Blackbaud Learn™• Hosting Services: Blackbaud Application Hosting™• Consulting Services: Conversions, customizations

HOW BLACKBAUD CAN HELP


• Consulting Services: Conversions, customizations• Data Enrichment Services: Identify, rate, and qualify your best prospects

Email [email protected] or call 800.468.8996 for assistance.

Phone: 800.443.9441Email: [email protected]

QUESTIONS?

?? ?


Thank you for joining us!

Documents

© 2011 Blackbaud ResearchPoint Online User Clinic 1 · 2011-02-25 · • Queries are for grouping – not reporting • Each field and data point in ResearchPoint is available within