To participate fully in the Skills Lab, we recommend you use 2 monitors – one to follow along with your expert instructor and the other available to access critical resources and your own application, or in some cases to follow along with a build.

We also recommend bringing the following to the Skills Lab to get the most from the experience: 

1. Your Google Analytics or other tracking pixel or code blocks 

2. Confirm you have a TEST Pagewrapper available where you can edit the Head and Body 

3. Specific questions you have about installing analytics code for your upcoming End of Year campaign 

We will also review these steps and where to find and place the code in Luminate Online, as well as demonstrate where to find your code blocks Google Analytics and Google Tag Manager.   

If you have any questions, contact bbdevdays@blackbaud.com. 

To participate fully in the Skills Lab, we recommend you use 2 monitors – one to follow along with your expert instructor and the other available to access critical resources and your own application, or in some cases to follow along with a build.

This is an intermediate course and assumes that you are somewhat familiar with the SKY API but by no means an expert. The following steps are entirely optional and can be done after the event if you would like a copy of some of the resources used during the skills lab: 

1. Create a SKY Developer account if you do not already have one. This account represents you as a developer within the Blackbaud Developer Portal.  

2. Have full administrator rights to your Raiser’s Edge NXT production and/ or test environments, including access to the Control Panel -> Applications area. 

3. Download and import the Postman collection of endpoints that we use in the skills lab. 

4. Fork the PipeDream server that we use in the skills lab. You will need to sign up for a free account on PipeDream. 

5. Review the Webhooks resource documentation 

We will go through the process of subscribing to a webhook, make changes and seeing the results of those changes in a number of different applications. 

If you have any questions, contact bbdevdays@blackbaud.com.

To participate fully in the Skills Lab, we recommend you use 2 monitors – one to follow along with your expert instructor and the other available to access critical resources and your own application, or in some cases to follow along with a build.

This is an advanced course and assumes you have already completed the following steps: 

1. Create a Web Services Admin User & Password, and whitelist your IP.  

1. https://secure(2 or 3).convio.net/yourshortcode/admin/SiteData?sdp=open_server_config   

2. Next determine your Web Services Console Link. Directions Here 

3. Please review the getting started links located in the web services API docs. Here 

We will go through creating a user, determining your web services console link during the skills lab, but getting a head start will certainly help you more easily follow along.  

This Skills Lab will cover: 

• What is Web Services? 

• Why would I use this over the REST based API? 

• How do I get access? 

• Finding your Web Services Console 

• Experimenting with Queries 

• Yes, we will provide a link to example queries for you to play after the lab! 

• Use cases for Web Services (Integrations and Data Syncs) 

• High level review of our Twilio Example 

If you have any questions, contact bbdevdays@blackbaud.com.

To participate fully in the Skills Lab, we recommend you use 2 monitors – one to follow along with your expert instructor and the other available to access critical resources and your own application, or in some cases to follow along with a build. This hands-on session invites attendees to learn how to customize the look and feel of Blackbaud CRM (not Raiser’s Edge NXT) using JavaScript and CSS.  

In this session attendees will:  

• Learn how to install the WebShell plugin that allows for custom style extension  

• Receive tips and see examples of how this has been applied by BrightVine and Blackbaud for customers 

This Skills Lab format includes a Microsoft Teams meeting with access to GitHub. Attendees can download the code and plugin prior to the skills lab in order to follow along.   

Please ensure you can meet the following prerequisites for the Skills Lab: 

1. You are welcome to watch and learn, however, if you’d like to follow-along please have a local installation of Blackbaud CRM, a text editor (for example, Visual Studio Code), and access to the files that you have downloaded.  

2. You love CSS and having fun. 

If you have any questions, contact bbdevdays@blackbaud.com or info@brightvinesolutions.com. 

To participate fully in the Skills Lab, we recommend you use 2 monitors – one to follow along with your expert instructor and the other available to access critical resources and your own application, or in some cases to follow along with a build. This hands-on session invites attendees to learn how the configuration works in Blackbaud CRM, how you can script it out, and build upon within Blackbaud CRM (not Raiser’s Edge NXT.) 

In this session attendees will:  

• Learn how to use these advanced tips to further configure Blackbaud CRM 

• Receive tips and see examples of how to apply this knowledge to extend existing configurations or add new ones.   

This Skills Lab format includes a Microsoft Teams meeting. Please ensure you can meet the following prerequisites for the Skills Lab: 

1. You are welcome to watch and learn, however, if you’d like to follow-along please have familiarity with SQL and Design Mode/Advanced Configuration in Blackbaud CRM.   

2. Please have access to a local Blackbaud CRM environment if you would like to work through the exercises included within this lab. 

If you have any questions, contact bbdevdays@blackbaud.com or info@brightvinesolutions.com.

To participate fully in the Skills Lab, we recommend you use 2 monitors – one to follow along with your expert instructor and the other available to access critical resources and your own application, or in some cases to follow along with a build.

Please ensure you have a TEST TeamRaiser event with PC3 enabled and this code handy during the Skills Lab:

• reus_pc_whats_next (.txt)
• Sample Badges (.txt)

To participate fully in the Skills Lab, we recommend you use 2 monitors – one to follow along with your expert instructor and the other available to access critical resources and your own application, or in some cases to follow along with a build.

Please confirm you can complete the following steps prior to joining the Skills Lab on November 9th:  

1. Be knowledgeable in HTML, CSS and have some working knowledge of jQuery. 

2. Create a TEST donation campaign and donation form in Luminate Online.   

3. On the donation form, you should include the fields/data elements:  HTML Caption (at the top – where the progress meter will go), Standard Donation Level, Billing First Name, Billing Last Name, Billing Street 1, Billing Street 2, Billing City, Billing State/Province, Billing ZIP/Postal Code, Billing Country, Email Address, Communication Opt-in, and Payment Type. Just enough fields to be able to publish the form to see the progress meter when it is published and live. 

4. Make sure you can switch over to the Plain Text Editor from the WYSIWYG view to see the code side of a donation form HTML Caption data element and Pagebuilder page content. 

1. Be able to create a new Pagebuilder page. 

• Be able to use the Plain Text Editor on a Pagebuilder page while editing it. 

2. Optional: Download the .zip file with the code sample. 

3. Optional: Have access to a program like Adobe Dreamweaver for code editing.  

If you have any questions, contact bbdevdays@blackbaud.com.  

To participate fully in the Skills Lab, we recommend you use 2 monitors – one to follow along with your expert instructor and the other available to access critical resources and your own application, or in some cases to follow along with a build.

This session will be using the Microsoft Power Platform and assumes that all attendees will have appropriate privileges to create a workflow in Power Automate and to create a new custom connector. You can confirm access by: 

• Visiting make.powerapps.com now and clicking on “Create” in the left sidebar navigation.  If you are prompted to upgrade, then you do not have rights. 

• Visiting flow.microsoft.com now and clicking on “Create” in the left sidebar navigation.  If you are prompted to upgrade, then you do not have rights. 

• Clicking on Data -> Custom Connectors.  You should see an option in the upper-right to add a New Custom Connector. If you do not see this option, then you do not have rights. 

Please contact your IT administrator as soon as possible to ensure you have access to a paid account or free trial with these rights enabled for November 9th.  

In this Skills Lab, we will be creating a journal entry transaction and vendor/invoice approval workflow. Please complete the following steps prior to the Skills Lab: 

1. Create a SKY Developer account if you do not already have one. This account represents you as a developer within the Blackbaud Developer Portal.  

2. Download the Financial NXT custom connector for the Microsoft Power Platform from GitHub.  Then, visit Power Automate and click Data -> Custom Connectors, Choose New Custom Connector, Select “Import an Open API File”. We will go over this part of the process very quickly in the Skills Lab. 

3. Document and have handy your organization’s business rules for approvals on new transactions and vendors. 

 If you have any questions, contact bbdevdays@blackbaud.com. 

To participate fully in the Skills Lab, we recommend you use 2 monitors – one to follow along with your expert instructor and the other available to access critical resources and your own application, or in some cases to follow along with a build.

This session will be using the Microsoft Power Platform and assumes that all attendees will have appropriate privileges to create a workflow in Power Automate and to create a new custom connector. You can confirm access by: 

• Visiting flow.microsoft.com now and clicking on “Create” in the left sidebar navigation.  If you are prompted to upgrade, then you do not have rights. 

• Clicking on Data -> Custom Connectors.  You should see an option in the upper-right to add a New Custom Connector. If you do not see this option, then you do not have rights. 

Please contact your IT administrator as soon as possible to ensure you have access to a paid account or free trial with these rights enabled for November 9th. 

In this Skills Lab, we will be creating a journal entry transaction and vendor/invoice approval workflow. Please complete the following steps prior to the Skills Lab: 

1. Create a SKY Developer account if you do not already have one. This account represents you as a developer within the Blackbaud Developer Portal.  

2. Download the Financial NXT custom connector for the Microsoft Power Platform from GitHub.  Then, visit Power Automate and click Data -> Custom Connectors, Choose New Custom Connector, Select “Import an Open API File”. We will go over this part of the process very quickly in the Skills Lab. 

3. Document and have handy your organization’s business rules for approvals on new transactions and vendors. 

 If you have any questions, contact bbdevdays@blackbaud.com.

To participate fully in the Skills Lab, we recommend you use 2 monitors – one to follow along with your expert instructor and the other available to access critical resources and your own application, or in some cases to follow along with a build.

This session will be using the Microsoft Power Platform and assumes that all attendees will have appropriate privileges to create a workflow at flow.microsoft.com and a report dashboard at powerbi.microsoft.com. 

Please visit this site right now and click on “Create” in the left sidebar navigation. If you are prompted to upgrade, then you do not have access and will need to contact your IT administrator to ensure you have access to a paid account or free trial during or after the session to try out what you learn.  

In this session attendees will: 
•    Understand use cases for Power BI with Raiser’s Edge NXT
•    Learn methods for connecting Power BI with Raiser’s Edge NXT
•    Experience report building in Power BI 
•    Receive tips for data model design to support report builders 
•    Learn how to interact with Data in Power BI through automation

Download the following code and file to have handy during the session:

• Data Table Text (.txt)
• Power BI Skills Lab (.zip)

Keep these links handy during the session:

• https://www.sqlbi.com/articles/
• https://portal.enterprisedna.co/courses/
• https://www.youtube.com/watch?v=78d6mwR8GtA
• https://www.youtube.com/channel/UCFp1vaKzpfvoGai0vE5VJ0w
• https://github.com/GrantQuick/BlackbaudSkyApi-RENXT
• https://docs.blackbaud.com/microsoft-connectors-docs/microsoft-power-platform/power-bi/power-bi-addins
• https://www.youtube.com/watch?v=Wdkx8mmyfRc&list=PLVY96GtK0sxzURe1q9uT1I6Gop1V1aNj1&index=17 

If you have any questions, contact bbdevdays@blackbaud.com.

To participate fully in the Skills Lab, we recommend you use 2 monitors – one to follow along with your expert instructor and the other available to access critical resources and your own application, or in some cases to follow along with a build. 

This session will be using the Microsoft Power Platform and assumes that all attendees will have appropriate privileges to create a workflow at flow.microsoft.com. Please visit this site right now and click on “Create” in the left sidebar navigation.  If you are prompted to upgrade, then you do not have access and will need to contact your IT administrator as soon as possible to ensure you have access to a paid account or free trial in advance of November 9th.  You will still get value from the instruction, but won’t be able to participate fully. 

In this Skills Lab, we will be creating an email notification with a digest of the previous day’s large gifts. Before the Skills Lab you will need to: 

1. Create a SKY Developer account if you do not already have one. This account represents you as a developer within the Blackbaud Developer Portal.  

2. Link your Raiser’s Edge NXT instance to the Microsoft Power Platform by completing these initial set-up steps.  If you have a TEST Environment, we suggest you make use of this for the Skills Lab. If you do not have access to Control Panel to complete these steps, you will need to ask for permission from your Raiser’s Edge NXT administrator. 

3. Create a Raiser’s Edge NXT webview Gift List of all single donations over $1,000 with a Gift Date Range of ‘Yesterday’. If you will not have any gifts that meet these criteria on November 9th, then we suggest that you create at least 2 Test Gifts to work with during the Skills Lab. 

4. Keep this link handy during the Skills Lab. 

 If you have any questions, contact bbdevdays@blackbaud.com. 

To participate fully in the Skills Lab, we recommend you use 2 monitors – one to follow along with your expert instructor and the other available to access critical resources and your own application, or in some cases to follow along with a build.

As we will be covering Basic, Intermediate, and Advanced options, this will be a lecture-style presentation along with Q&A.  Resources and examples will be shared by your instructor that you can use for your own investigation after the session.  

The topics covered during this session will be focusing on the Microsoft Power Platform.  In order to apply what’s discussed to your work you will need to have appropriate privileges to create a custom connector from flow.microsoft.com or make.powerapps.com and that you have already completed the Initial Set-up to connect your Raiser’s Edge NXT instance. 

You can confirm your access by going to Data > Custom Connectors, and you should see an option in the upper right to add a New Custom Connector.  If you do not know if you have access to the create workflows, apps or customer connectors, then please contact your IT administrator to ensure you have access to a paid account. 

If you have any questions, contact bbdevdays@blackbaud.com.

To participate fully in the Skills Lab, we recommend you use 2 monitors – one to follow along with your expert instructor and the other available to access critical resources and your own application, or in some cases to follow along with a build.

This is an advanced course and assumes you have already completed the following steps: 

1. Create a SKY Developer account if you do not already have one. This account represents you as a developer within the Blackbaud Developer Portal.  

2. Have full administrator rights to your Raiser’s Edge NXT production and/ or test environments, including access to the Control Panel -> Applications area. 

3. Review Power Apps Add-Ins documentation 

4. Review Power Automate Invoke a Flow documentation 

5. Review Power BI Add-Ins documentation 

We will review three different types of SKY Add-in during this Skills Lab.  SKY Add-ins extend the Blackbaud solution experience by providing contextual functionality that can be accessed within selected areas of the user interface. Blackbaud has developed and documented dedicated Add-in capabilities specific to Microsoft Power Platform applications such as Power Apps, Power Automate and Power BI. 

This Skills Lab will cover: 

• Invoking a Power Automate Flow from a SKY Add-in button; 

• Triggering a Power App flyout window using a SKY Add-in button; and 

• Embedding a Power BI dashboard as a SKY Add-in Tile. 

If you have any questions, contact bbdevdays@blackbaud.com. 

To participate fully in the Skills Lab, we recommend you use 2 monitors – one to follow along with your expert instructor and the other available to access critical resources and your own application, or in some cases to follow along with a build.

We also recommend bringing the following to the Skills Lab to get the most from the experience: 

1. Your Google Analytics or other tracking pixel or code blocks 

2. Confirm you have a TEST Pagewrapper available where you can edit the Head and Body 

3. Specific questions you have about installing analytics code for your upcoming End of Year campaign 

We will also review these steps and where to find and place the code in Luminate Online, as well as demonstrate where to find your code blocks Google Analytics and Google Tag Manager.   

If you have any questions, contact bbdevdays@blackbaud.com. 

To participate fully in the Skills Lab, we recommend you use 2 monitors – one to follow along with your expert instructor and the other available to access critical resources and your own application, or in some cases to follow along with a build.

This is an intermediate course and assumes that you are somewhat familiar with the SKY API but by no means an expert. The following steps are entirely optional and can be done after the event if you would like a copy of some of the resources used during the skills lab: 

1. Create a SKY Developer account if you do not already have one. This account represents you as a developer within the Blackbaud Developer Portal.  

2. Have full administrator rights to your Raiser’s Edge NXT production and/ or test environments, including access to the Control Panel -> Applications area. 

3. Download and import the Postman collection of endpoints that we use in the skills lab. 

4. Fork the PipeDream server that we use in the skills lab. You will need to sign up for a free account on PipeDream. 

5. Review the Webhooks resource documentation 

We will go through the process of subscribing to a webhook, make changes and seeing the results of those changes in a number of different applications. 

If you have any questions, contact bbdevdays@blackbaud.com.