I have developed the use of a scanner for entering our gifts into a batch this year with huge success. There are a couple of tricks to know about before you do it though (little bugs in the system that hopefully Blackbaud are ironing out as we speak). You need to purchase a Barcode Scanner first, I purchased...

Hello - We'd like to create custom pledge forms through RE, like I've seen in the client documents section. Honestly, though, I don't know where to begin! Do we create them through Mail>Appeal Cards? How do you design the template? Any pointers would be greatly appreciated! If you...

I do use action tracks, but usually for a specific project. You mentioned using tracks for mailing such as holiday card. If I need to assure people need to get a special mailing, I create an appeal and assign that appeal to the people. For instance, a constituent is sponsoring an event and gives me a...

I barcode my reply cards and we use them for batch gift entry. It mostly increases accuracy but sometimes not so much speed of data entry - depends on the person doing the DE. It never has been slower but my DE person is quick either way. She likes the accuracy and the less she has to read fromt he reply...

Not sure exactly what your question meant but if you have the RE:Search module (the prospect tab) you can create a proposal and add an ask amount. This is usually restricted to a few handful of select people - major donors. You wouldn't do this for your entire database or direct mail pool. For Direct...

Hi Melissa, we've just started doign this too and the only place I have found them to export is, unfortunately under Mail and Appeal Cards :-( Paul Sapiano American red Cross

I'm currently trialing the inclusion of barcode in appeal card. Currently my organisation outsources the printing of our appeal cards, so all the info is exported into a file and sent to the printer. I've only managed to get the barcode for appeal cards to appear only if the card type selected...

I am setting a Gala Event Record and want to set up the corresponding Appeal - I am unsure whether I should make a two separate appeals - one for the Save the Date Card and a second for the Invites/Journal solicitations - any advice on this?

Can someone share with me how to set up barcoding for RE:7 if you don't have the Membership module ($4,000 for us). We want to barcode our appeal cards, labels, reminders, etc. Our rep. at BB tells us this is possible; however, support told our IT employee you could only do labels. At this point...

We use a scanner to input all of our direct mail gifts. You just need to buy a scanner (ours cost $200) and use Mail-appeal cards to export your data. You will include a barcode in the export that the mailhouse can put into a 3 of 9 font. In batch you then use the barcode which will put in the contituent...