Affinity Tagging Interactions
Please join us for an introduction to the new Affinity Tagging application and it features within BBEC.
This session will focus on applying Affinity Tags on Constituent Interaction records, including DAR Contact Reports.
Sections
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Affinity Tagging Events
Please join us for an introduction to the new Affinity Tagging application and it features within BBEC.
This session will foucs on applying Affinity Tags to Events.
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?
Please note: This course is exclusively for staff members of the Boston University Office of Development and Alumni Relations and is the prerequisite for all other BBEC courses.
Sections
No sections are currently scheduled; please check back again soon!
BBEC Constituent Advanced
Data integrity is essential to successful relationship management and our fundraising efforts here at Boston University. If you have the Constituent Advanced role, join us for this session to learn how to correctly make updates to biographical information on a constituent’s record.
During this course, you will learn:
- How to Update Contact Information
- How to Update Personal Information
- How to Add Individual Relationships
- How to Manage Employment Information
- How to Add General Correspondence
- How to Maintain Solicit Codes
- How to Manage Group Memberships
Prerequisite: Constituent Essentials
Sections
No sections are currently scheduled; please check back again soon!
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 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 know:
- 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!
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
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 Information Library: 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!
iModules Events Management
A full understanding of a constituent’s experience with Boston University is critical to our work at DAR. Knowing a constituent’s participation in our events gives insight into the relationship between them and Boston University. iModules encompass is the online alumni community for Boston University. Utilizing iModules allows us to provide an online calendar and registration for alumni events at the university. When utilized in combination with BBEC, iModules events helps us gain a clearer vision of our relationship with our constituents.
After this course, you will understand how to:
- Access iModules
- Add new events to iModules
- Edit event details
- Configure registrations for an event
- Add an optional donation form to event registrations
- Customize your event confirmations
- Share your event page
- Report on events
- Use P2P devices to register constituents for events
Sections
No sections are currently scheduled; please check back again soon!