BBEC Ad-Hoc Query 101

If you are new to queries or would like a refresher on the foundations of BBEC's self-service reporting, join us for Ad-Hoc Query 101.

After attending this presentation, you will be able to:

  • Identify the available self-service reporting resources: Reports, Smart Queries, and Ad-Hoc Queries.
  • Create a query using a simple four-step process
  • Understand how to use common consituent query fields and filters.
  • Understand how to use common revenue query fields and filters.
  • Identify and use the Export Process to manage query output.

Prerequisite: Constituent Essentials

Sections

No sections are currently scheduled; please check back again soon!

BBEC Events Management

If you create and manage DAR events or if you simply want to learn more about how you can leverage BBEC Event Management in your work, please join us for the BBEC Events Training.

The following are just some of the topics we cover in this class:

  • Searching for and creating events
  • Tracking your event expenses
  • Managing tasks, coordinators, volunteer, locations, and event speakers
  • Creating email or print event invitations
  • Register guests for events and recording invitation responses
  • Configure a seating layout and assign registrants to seats
  • Run reports and create queries related to your events, invitees, and registrants

Prerequisite: Constituent Essentials

Sections

No sections are currently scheduled; please check back again soon!

BBEC Prospect Management/Fundraiser's Essentials

If you are new to managing prospects in BBEC or would like a refresher on BBEC's prospect management capabilities, join us for BBEC Fundraising Essentials training.

After attending this presentation, you will be able to:

  • Understand who are Prospects and how to add a Prospect in BBEC
  • Know when and how to enter a Plan and Opportunity
  • Know how to manage Plan steps
  • Understand when to add an Interaction vs. Documentation
  • Know how to update Capacity and Inclination for a Prospect

Prerequisite: Constituent Essentials

 

 

Sections

Monday, July 23, 2018 11:00am - 12:00pm
Charles River Campus
595 Commonwealth Ave, West 7th Floor room Room 735, DAR Training Room, .

BBEC Acknowledgement 101

If you manage DAR acknowledgemnts please join us for BBEC Acknowledgement
101 Training.

The following are just some of the topics we cover in this class:

  • The acknowledgement process in BBEC
  • How to merge completed acknowledgment letters
  • How to edit merged letters
  • How to mark acknowledgements as complete
  • How to edit acknowledgment letter templates

Prerequisite: Constituent Essentials

Sections

No sections are currently scheduled; please check back again soon!

BBEC Constituent Essentials

To continue to build and maintain strong, productive, and long-lasting relationships among Boston University’s many constituents, everyone on our team needs to have a strong understanding of the experience we are trying to create for our constituents. BBEC plays a vital role in that understanding.

Constituent records in BBEC allow you to manage relationships and interactions with each of our constituents to help us toward our goal of creating a great constituent experience. Accurate and relevant constituent data are critical to support our work here at DAR.

The following are just some of the important questions we will answer in this course:

  • Who are our constituents?
  • How do constituents get into the BBEC and how do I find them?
  • What data is stored in a constituent record and how is it managed?
  • How do we use that data in DAR?
  • How can I get relevant, meaningful constituent data out of BBEC?

Sections

Tuesday, July 17, 2018 2:00pm - 4:00pm
Charles River Campus
595 Commonwealth Ave, West 7th Floor room Room 735, DAR Training Room, .
Tuesday, July 24, 2018 2:00pm - 4:00pm
Charles River Campus
595 Commonwealth Ave, West 7th Floor room Room 735, DAR Training Room, .

BBEC Interactions

If you are new to meeting with constituents or would like a refresher on BBEC's interaction and prospect management capabilities, join us for BBEC Interactions training.

After attending this presentation, you will be able to:

  • Understand where to find previous interactions and research
  • Know where to find revenue and a solicitation history
  • Understand what is required to be entered into BBEC after a meeting
  • Understand when to add an Interaction vs. Documentation
  • Know who to contact in DAR with follow up steps

Prerequisite: Constituent Essentials

Sections

Wednesday, July 25, 2018 11:00am - 12:00pm
Charles River Campus
595 Commonwealth Ave, West 7th Floor room Room 735, DAR Training Room, .

BBEC Annual Giving 101

If you create and manage marketing efforts or would like a refresher on BBEC's appeal capabilities, join us for BBEC Annual Giving 101 training.

After attending this presentation, you will be able to:

  • How to create a marketing effort
  • How to create appeals
  • How to create segments
  • How to exclude constituents from efforts
  • How to create packages
  • How to calculate segment counts
  • How to enter export marketing efforts
  • How to activate a marketing effort
  • How to view a marketing effort on a constituent record
  • How to view the results of your marketing effort

Prerequisite: Constituent Essentials

Sections

No sections are currently scheduled; please check back again soon!