1. eTapestry Workshop Kickoff
This is now called the IMPLEMENTATION Workshop

2. Blackbaud Basics: What You Need to Know as You Get Started

3. Implementation Path – Self-Import Data
Implementation Training
Import Data
Database Live
Recorded Training
Transition to Client Success Team
Start Using Database
Customer Success Program
Let’s navigate to the GPS Portal. This is our “one stop shop” providing a true game plan for what you can expect during implementation. You’ll want to save this page as a favorite – you’ll be using it often!
Presenter’s Note: ***have link open to show a quick view of the portal and briefly explain how it works***
                                                  

4. Implementation Path – eTapestry Data Conversion
Send Data to Blackbaud
Implementation Training
Conversion Project Assigned and Started
Recorded Training
Blackbaud Completes Final Programming
Customer Tests Conversion Data
Go Live - Transition to Client Success Team
Customer Success Program
Let’s navigate to the GPS Portal. This is our “one stop shop” providing a true game plan for what you can expect during implementation. You’ll want to save this page as a favorite – you’ll be using it often!
Presenter’s Note: ***have link open to show a quick view of the portal and briefly explain how it works***
                                                  

5. Log In Types eTapestry Blackbaud.com Blackbaud Payment Services
Blackbaud Merchant Services

6. Log In Types: eTapestry Database
Blackbaud.com
Blackbaud Payment Services
Blackbaud Merchant Services
Now you can manage all of your supporter relationships as well as their gifts, pledges and payments in one online database.
Make sure each user that has access to your database has their own unique Login ID and password.

7. Log In Types: Blackbaud.com
eTapestry
Blackbaud.com
Blackbaud Payment Services
Blackbaud Merchant Services
Resources:
Account Information
Invoice Access
Training
Knowledgebase
Other Blackbaud Services
We encourage every Blackbaud customer to have a Blackbaud.com login so you can access our online support resources and register for training. If you need your Blackbaud.com user name or password, click Can’t log in?, enter your work address, and click Submit. You’ll receive an that includes your user name and a secure link to reset your password.

8. Log In Types: Blackbaud Merchant Services (BBMS)
eTapestry
Blackbaud.com
Blackbaud Payment Services
Blackbaud Merchant Services
Blackbaud’s complete end-to-end payment processing service designed to make credit card processing simple, secure, and affordable for our customers.
Blackbaud has been processing payments for more than 10 years, and we have helped non-profits process and raise billions of dollars to help their causes.

9. Log In Types: Blackbaud Payment Services (BBPS)
eTapestry
Blackbaud.com
Blackbaud Payment Services
Blackbaud Merchant Services
Our secure service designed to facilitate processing of credit card transactions, and store necessary credit card and merchant account information using Blackbaud’s experience and expertise in hosted applications.
With the Blackbaud Payment Service (BBPS), you can treat your constituents’ credit card information with the protection and security it requires and deserves.

10. Welcome to the Kickoff Session!
You are completing the first of several important implementation steps. Here’s what is next:
Kickoff & Overview
Session 2: User Defined Fields, Journal Entries
Session 3: Queries and Reports
Congrats on completing the eTapestry workshop!

11. What the eTapestry Workshop Will Not Cover
We will not cover any consulting that is part of a Pro package. That will be scheduled once you complete the eTapestry workshop:
Accounting Integration
Advanced Security
Benevon
eStore (Cart) Module
Personal Fundraising Module

12. Agenda eTapestry Help Resources
Adding Accounts (Users, Tributes, and Constituents)
The Account Record

13. Logging In and Navigation: To the eTapestry Database

14. The Dashboard
After you log in, a toolbar displays at the top of all pages of your database. This toolbar provides access to the functional areas in eTapestry.
You can also access Help resources through this toolbar.

15. eTapestry Help Resources - 1
The Help & Support drop-down menu contains access to several resources:
Help: How to, step-by-step, and Best Practices for using eTapestry
User Manual: A way to upload documents/files that specifically detail how you use your database
Recorded Training: Videos that explain how to do various tasks
Knowledgebase: Access to resources for learning about your eTapestry database
Case Central: Review existing or previous contacts you’ve had with support
Walkthroughs: Overviews of various features of the database
Live chat: The ability to talk with Support via Instant Message

16. eTapestry Help Resources - 2
Useful links are also located under the Home Tab:
Give Feedback on Idea Bank: This is where you tell us what you wish the database could do, vote on the recommendations of other eTapestry Users, and learn what we are researching or exploring, as well as when our Product Manager is considering adding new features or improving existing ones.
View My Dashboard: Click on this for additional Help Resources.

17. eTapestry Help Resources - 3
From the Dashboard
eTapestry Help YouTube Channel
This Channel has videos that are not included in the Recorded Training Section.
Last but certainly not least, our eTapestry Support blog has posts on everything from best practices to new releases.
Be sure to check it out!
To Add Support Resources to your Dashboard, simply click the Select Tiles and Layout (on the lower, right-hand corner of the Dashboard) > click the checkbox next to Support Resources > and Click Save.

18. Organization Preferences

19. Organization Preferences - 1
To get to your Organizational Preferences:
Click on the Management Tab (red circle).
Under the Admin Header (down pointing arrow), select the My Organization (left pointing Arrow).

20. Organization Preferences - 2
From there you will click on the Preferences Page link (up pointing arrow).
You can set several options up: Currency, Time Zone, Auto Process Report , Last Month of your Fiscal Year, and even add your BBPS/BBMS Credit Card Processor Log In information (red, rounded rectangle).

21. Organization Preferences - 3
Once you have added your BBPS Log In Information, you will Click on the eCommerce Page link, and then can add a Transaction Processor.
You may have multiple processors within the same database.
Talk with your sales person about the various options.
The list of processors is in on the left and regardless of which processor you work with, each one will send specific instructions on how to set this up.

22. Adding Accounts

23. Adding Accounts - 1
To add an Account – Click on the Accounts Tab (red left arrow) and select Add an Account (red rectangle).

24. Adding Accounts - 2 Three eTapestry Account Types “Roles”
Constituent - 98% of your Accounts will need to be this in order to track any of the following: giving, volunteer, membership, grants, etc.
Tribute - Tribute accounts are accounts for whom donations are made in honor, in memory, or in celebration.
User - User accounts are for individuals in your organization that need to have a login ID and password for your eTapestry database.

25. Adding Accounts – 3
Name Format controls how names can be entered on an account
There are three Name Format options
Individual: Used for individual people
John Smith
Family: Used for joint accounts or family accounts
John and Mary Smith or The Smith Family
Business: Used for companies/foundations
Best Buy

26. Name Change – Adding Accounts – 4
Individual Name Format
Family/Business Name Format

27. Name Change – Adding Accounts – 5
Individual
By entering data into Title, First Name, Middle Name, Last Name, eTapestry automatically configures the following fields:
Account Name
Sort Name
Recognition
Short Salutation
Long Salutation
Envelope Salutation
Family/Business
By entering data into the Account name field, eTapestry automatically configures the following fields:

28. Name Change – Adding Accounts
It is possible to edit the values in the auto-generated fields
Working on making it possible to decide how they are mapped in the future – keep an eye out

29. Adding Accounts - 3 Add Account Screen – Classic View
Name and Recognition: How to utilize these Fields will be discussed in later slides.
Persona Type: Think of these as rolodex cards that help you remember where to contact someone. Every Account has each persona type:
Business = Office/Work contact information
Personal = Home contact information
Joint = Home contact information but the Salutation Fields address a couple, not just one individual.
User Defined Fields (UDF’s): Account Type, Gender, Marital Status, Mailing Status, etc.
We recommend making Account Type a Required Field.
Please remember that the Fields on this screen are Account-level Fields.
Adding Accounts - 3

30. Adding Accounts - 4 Add Account Screen – Wizard View
This way of entering Accounts differs from the “Classic View” in that you can create up to five Accounts at once using the Steps.
Classic View only allows for the addition of one Account at a time but the advantage is you enter all the information for one Account before moving to the next Account to be added.

31. The Account Record

32. The Personas Page
The Persona page is where contact information used to: mail, call, or an Account. The different Salutation Fields allow you to have informal and formal ways to greet people in letter templates saved in the Communications Section.
Through the use of different Persona Types, you can store data for multiple addresses and ways to communicate with an Account.
Though you can enter data for as many persona types as you would like, you must designate one persona as Primary on each account.
This persona will be the default persona used for mailing and reporting.
If there is only one persona on an Account, that will be the Primary Persona.

33. The following slides display best practices for entering Contact information for different Persona types on a variety of accounts

34. Account Entry and Personas - 1
Individual
Couple w/ Same Last
Couple w/ Different Last
Business w/ Contact
Business w/o Contact
First
First + and + Spouse First
Friends
Title + Last
Title + and + Spouse Title + Last
Title + Last + and + Spouse Title + Spouse Last
Title + First + Middle + Last + Suffix
Title + and + Spouse Title + First + Middle + and + Spouse First + Spouse Middle + Last + Suffix
Title + First + Middle + Last + Suffix + and + Spouse Title + Spouse First + Spouse Middle + Spouse Last + Spouse Suffix

35. Account Entry and Personas - 2
Please Note for Individual Accounts:
Suffixes [Suffix] that differentiate a person like: II, Jr., Sr., III and IV, etc. should be used in the Account Name, Sort Name, and Envelope Salutation Fields Only.
Suffixes that are professional certifications or academic accomplishments [Prof Cert]: Esq., JD, PhD., MSN or CPA, etc. should only be included in the Envelope Salutation Fields.
Prefixes/Titles like: Mr., Ms., Dr., Miss and Mrs., The Honorable, etc. should only be included in the Long and Envelope Salutation Fields.
Please Note for Two Individuals with Same Last Name Same Account:
You may want to ensure you type the man’s name into [First Name1] so the Envelope Salutation is formatted consistently based on traditional uses. If your organization has different preferences, consistent data entry across every Account is critical, not how you address your constituents.
You may want to add two individuals to the Joint Persona Type, leaving the Personal Persona Type to address the primary contact as an individual. This is a good solution for a Board Member’s Account: Use Joint Persona to address the Board Member and their spouse and then use the Personal Persona when you want to send correspondence to just the Board Member's attention
Please Note for Two Individuals with Different Last Names Same Account
You may want to add two individuals to the Joint Persona Type, leaving the Personal Persona Type to address the primary contact on the account as an individual.

36. Account Entry and Personas - 3
Fields on Persona Page
When you know a contact person
When you do not have a contact person’s name.
Account Name
Blackbaud
The First Bank of Ohio
Sort Name
First Bank of Ohio, The
Short Salutation
Caleb
Friend
Long Salutation
Mr. Hedden
Friends
Envelope Salutation
Mr. Caleb J. Hedden
Our Friends at The First Bank of Ohio
Company
Job Title
Consultant
Persona Type
Business

37. Account Entry and Personas - 4
Additional Contacts at a Business/Organization/Foundation
Regardless of the Account Name and contact person listed in the entity’s Account additional contacts at the same location need to be added as an Individual Account.
This also applies to Accounts where the contact person not only supports your organization through the business, but also supports your organization personally (from their own personal checking account).
You can simply link the two Accounts together on the Relationship Page via the appropriate Relationship Type.
Fields on Persona Page
Example 1
Example 2
Account Name
Wells Fargo Bank – Elm St Branch
Margie Turner
Sort Name
Turner, Margie
Short Salutation
Mr. Smith
Margie
Long Salutation
Ms. Turner
Envelope Salutation
Mr. John A. Smith, CPA
Ms. Margie Turner
Company
Wells Fargo Bank
Job Title
Branch Manager
Persona Type
Business
Account Type
Individual
Mailing Status
Not Head of Household

38. Account Entry and Personas - 7
SPECIAL NOTES:
The following Account Types are default Values (these are not Persona Types):
Individual = A person or couple (if you have two people on one Account)
Business = For Profit companies
Organization = Nonprofit organizations
Foundation = Grant or funding organizations
Religious = Faith-based churches, temples, synagogues, etc.
You can add additional Persona Types as necessary (System Defined Field):
Seasonal = Temporary or Vacation Home, perfect for tracking those that live at one address for part of the year and another location for the rest of the year
If you deal with Senators/Representatives that have offices locally and in Washington, DC.
It is appropriate to have a Local Persona Type and a Washington Persona Type because those are two specific locations that you may need to utilize to record their contact information.

39. Account Entry and Personas - 8
SPECIAL NOTES (Continued):
In order to keep your contact information consistent across various Account and Persona Types, consider the following examples of a Business Account Type (Example 1) and an Individual Account Type (Example 2), both with a Business Persona.
You may have noticed that the Company Field on a Business Account may not be necessary if you put the Company Name is the Account Name, or if the Company Name is already in the first address line.
Fields on Persona Page
Example 1
Example 2
Account Name
Wells Fargo Bank – Elm St Branch
Margie Turner
Sort Name
Turner, Margie
Address Line 1
Attn: Mr. John A. Smith , CPA
C/O: Wells Fargo Bank
Address Line 2
123 Elm Street
Short Salutation
Mr. Smith
Margie
Long Salutation
Ms. Turner
Envelope Salutation
Mr. John A. Smith, CPA
Ms. Margie Turner
Company
Wells Fargo Bank
Job Title
Branch Manager
Persona Type
Business
Account Type
Individual
Mailing Status
Not Head of Household

40. The Relationships Page - 1
The Relationships page on the account allows you to track the relationships and associations an account has with other constituent, user, or tribute accounts. You can create any number of relationship types for your organization to track. Common relationship types include Spouse/Spouse, Employer/Employee, Parent/Child, Business/Contact, and Table Captain/Guest.
To create additional Relationship Types, go to the Management Tab > Database Configuration Column > click on Relationship Types and then New Relationship Type.

41. The Relationships Page - 2
To add a relationship to an account, in the Tasks menu, click New Relationship.
This opens a new relationship page.
Relationship Type - Select the type of relationship that exists between the two accounts.
Choose Accounts - Choose the related account and set the roles each account holds in the relationship. Click Select Related Account and then a Find Account window displays allowing you to search for the related account. When you find the account in the search results, click it to select it.

42. The Relationships Page - 3
Households in eTapestry link together a group of separate accounts to combine their information for reporting or for mailings. This feature is commonly used when a husband and wife or other family members have separate accounts, as well as tracking multiple contacts at a Business, Foundation, or other type of Account.

43. Couples, Households, Relationships - 1
Field
Give Jointly, Attend Gala, Not otherwise involved
Give Jointly, Caleb is on development committee and is a tutor
Give Jointly, Caleb is on development committee, Melissa golfs in the golf outing and both are tutors
Account Name(s)
Caleb and Melissa Hedden
Caleb Hedden
Melissa Hedden
Sort Name(s)
Hedden, Caleb and Melissa
Hedden, Caleb
Hedden, Melissa
How many accounts? 1 2
Relationship? No
Yes, Household
Spouse/Spouse

44. Couples, Households, Relationships - 2
Field
Give Jointly, Attend Gala, Not otherwise involved
Give Jointly, Caleb is on development committee and is a tutor
Give Jointly, Caleb is on development committee, Melissa golfs in the golf outing and both are tutors
Give Jointly, Melissa owns a small business and donates items to your auction through the business
Short Salutation
Caleb and Melissa
Caleb (Personal Persona)
Caleb and Melissa (Joint Persona)
Short Salutation for each on their individual personas, and a joint salutation on the joint persona
Long Salutation
Mr. and Mrs. Hedden
Mr. Hedden (Personal Persona)
Mr. and Mrs. Hedden (Joint Persona)
Long Salutation for each on their individual personas, and a joint long salutation on the joint persona for the primary head of household.
Envelope Salutation
Mr. Caleb Hedden (Personal Persona)
Mr. Caleb Hedden
Mrs. Melissa Hedden
Mr. Hedden
Mrs. Hedden
Company
Missy’s Cupcakes
Job Title
Owner
Persona Type(s)
Joint (Make Primary)
Personal and Joint
Personal, Business and Joint

45. The Journal Page
The journal page is the historical record for accounts in your database. It is where you track all interactions with your constituents such as: mailings, donations, volunteer hours, grants applied for, campaigns solicited to donate to, and event attendance.
Use the Add menu to add new journal entries to the account when you are on the Journal page. From the Add New... menu, select the journal entry type you want to add. This functionality will be discussed in more detail during Session 2.

46. The Other Page
You can also check for duplicate accounts, delete and merge an account, and add linked account roles.
The Other page is where you can edit account name and recognition information

47. Name Change – Other Page
Other Page now has the new Name Format field
Users can change an existing account’s Name format if needed
Can receive an onscreen warning that the newly selected format does not match the previous format. Some data may not transition automatically and action needs to be taken. 57

48. Name Change – Other Page
Example switching the Name Format from Individual to Family
Editing the Account Name does not automatically edit the Sort Name. That kind of automation was only applied to the Add Account process, not to the editing process on the Other page.

49. The Defined Fields Page
Store account-level information on the Defined Fields page. The Fields on this page record “snap-shot” details related to the account as a whole. Snap-Shot means that only the current information is stored and not the historical Value. Caleb’s Board Membership Start Date is 1/1/2013, we will never know that he used to serve on the Board from 2000 to 2008 because only the current “snap-shot” of his recent Start Date on the Board is recorded. If you need a historical record of prior Values, simply track that data on the Journal Page.

50. What’s Next?
Session 2: System &User Defined Fields, Funds, Campaigns & Approaches, Journal Entries and Communications
Session 3: Queries and Reports
We’ll see you at the next session!