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early access, 9:30 AM - 10:00 AM EDT
Networking, 10:00 AM - 11:00 AM EDT
Birds of a Feather | ||
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Virtual Marketplace Open | Drop into the #bbdevdays action on SpatialChat! You have the freedom to move about the Virtual Marketplace to network with friends, join sessions, or check out our sponsor rooms. Day 1 - plan to come early for some tech tips and announcements to make the most out of your Blackbaud Developers' Conference experience. | |
Early Access to SpatialChat | If you are a keener or just plain curious, we will open up SpatialChat early so you can get your technology working before all the action starts happening. Expect there to be some soundchecks and things going on in various rooms. If you need help, visit the Blackbaud Lounge or email bbdevdays@blackbaud.com | |
Sponsored Event: Demo and Giveaway - Seamless Volunteer Platform Integration with Raiser's Edge NXT and Civic Champs | Civic Champs is the most intuitive and easy to use platform for volunteers and nonprofit leaders. Come see Civic Champs' next generation Raiser's Edge NXT integration that allows you to view real time insights on your volunteers. This integration allows you to quickly see a volunteer's level of engagement, their preferred roles, which event they participated in, number of hours volunteered, and any feedback they may have. This Civic Champs NXT integration also enables you to run marketing and donor campaigns based on event attendance or recent activity. This is the future of Blackbaud's volunteer technology. | |
Sponsored Event: How to Design the World's Greatest Pledge Card | If you’re like most nonprofits, you’ve been using the same direct mail pledge card for years. You are used to it. It gets the job done. But you’re almost certainly leaving money on the table. For three years, we have been on a quest to design the world’s greatest pledge card. One that is simple to fill out, easy to process, and scientifically designed to raise the most money possible. Join us and learn everything we’ve discovered over the last three years and gain access to our pledge card template for you to use at your organization. | |
Sponsored Event: Power Cloud Reporting for Financial Edge NXT® | Power Cloud Reporting is built with Blackbaud's SKY APIs. The report building process leans on familiarity gained from Financial Edge NXT and leverages a seamless integration to Excel. Included functionality enables users to achieve greater insight into their organization’s finances, create improved reports for team members, boards of directors, and the information needed to successfully manage budgets and forecasts based on real-time data. The presentation will involve an Overview of Power Cloud Reporting for Financial Edge NXT, including a demonstration of the report building and refreshing process. A short Q&A session will wrap things up. |
Mainstage Program, 10:00 AM - 1:00 PM EDT
Track Sessions, 1:15 PM - 3:25 PM EDT
(Times vary by track. Individual session times are approximate only.)
Name | Description | More Info |
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Blackbaud CRM™ | ||
Track Kick-off: Blackbaud CRM™ | Join Blackbaud CRM™ users for this foundational session that recaps relevant innovation announcements and sets the stage for what's to come. | |
SKY API for Blackbaud CRM™ | Blackbaud CRM is integrating with SKY API. Get a preview of how this integration will simplify API development, bring new capabilities, and broaden the developer network. | |
Blackbaud + Microsoft + Georgia Tech = BI Transformation Project | Quick presentation from Georgia Tech on their BI project that they partnered with Blackbaud and Microsoft on. We'll discuss things like project goals, use cases, and future vision. | |
Tracking performance with Blackbaud CRM™ Key Performance Indicators (KPIs) and Microsoft Power BI | An overview of how Children's Hospital Colorado Foundation has utilized the Infinity SDK, Blackbaud Data Warehouse, Zuri Group's BBDW Express and Power BI (Power Query, DAX) to track performance and identify data insights from Blackbaud CRM KPIs. | |
Lightning Round - Practical Machine Learning with Blackbaud CRM™ | Sneak Peak of Skills Lab: BrightVine will demonstrate real-world use cases for machine learning and adding ML.net components to your Blackbaud CRM customizations during this session. | |
Digital | ||
Track Kick-off: Digital | Join Blackbaud Luminate® Online users for this foundational session that recaps relevant innovation announcements and sets the stage for what's to come. | |
Geolocating API - Meeting Participants Where They're At (Literally) | Less friction = more registrations. Help visitors quickly and easily find an event in their own neighborhood, a virtual event if nothing is nearby, or an event coming soon. The solution we'll share combines a bit of Blackbaud Luminate Online's built-in data, a dash of reverse engineering, and a sprinkle of Javascript to access external APIs. In many cases, the finished site will detect visitor locations automagically, putting front-and-center the event they care about most. | |
Blackbaud Luminate® Online Radius Groups - Identify Constituents in Specific Target Areas | Learn how Luminate Online constituent groups can be created that identify which constituents are within a specified radius of any United States location. The process uses zip code to zip code analysis. Client dynamically controls the radius distance and target zip codes. Not available for locations outside of the USA. | |
One Click Sustainer Upgrade | We will walk through the steps in Blackbaud Luminate® Online to upgrade a sustaining donor with one click. The end result will be sending them an email, having them click a link, and upgrading their $50/mo gift to $55/mo with one click from the email. | |
Medley | ||
Robots and Relationships: An Automation Story | With so much of fundraising built upon relationships, how far can we take automation of these relationships and where do we still need good old humans to finish the job? Sharing some of my automation journey, I explore an example of where robots and relationships met as part of my Microsoft Power Platform Community Award project. | |
People, Process, Technology: Navigating Development and Change Management in a Remote World | Developers are often called upon to create technical solutions that advance business goals in transformational ways. The start of the pandemic is a case in point as, seemingly overnight, technical teams across the country were tasked with creating successful virtual workplaces for 60% of the American workforce. What continues to ring true when implementing transformative technologies—and perhaps what has been exaggerated throughout the pandemic—is that a laser-focus on the technology alone is not enough. If this is the case, what role do technologists play in driving organizational change? Business success is a harmony between people, process, and technology; specifically, striking a balance between these three tenants is key to successfully navigating change at an organizational level. During this session, we will dissect change from a technical perspective, ensuring that development work is efficient, effective, and built to scale. Additionally, we will discuss evidence-based tips on how to successfully navigate development and change in virtual workplaces. Change is here to stay, so whether you’re a business analyst, project manager, or change management enthusiast, this session is for you. | |
Business Process Improvement: Process Mapping with End-users | Jackie leads the Operational Excellence team at Blackbaud and is certified LEAN practitioner. Before you set out to improve a process are you taking all the steps that lead to success. Come learn a proven methodology for guiding change and eliminating waste through process mapping. | |
NXT Solutions | ||
Track Kick-off: Blackbaud NXT Solutions | Join Blackbaud Raiser's Edge NXT® and Blackbaud Financial Edge NXT® users for this foundational session that recaps relevant innovation announcements and sets the stage for what's to come. | |
Connecting Blackbaud Merchant Services payments with gift records in Blackbaud Raiser's Edge NXT® | Got an application that uses the Blackbaud Merchant Services Payments API, but not sure how to get gifts and payment data into Blackbaud Raiser's Edge NXT? In this session learn with hands on examples how to use the SKY Payments API and Gift API together to create a seamless workflow for both one-time and recurring payments! During this presentation, we will demonstrate how to: - Use Blackbaud Checkout in the Payments API to process one-time or recurring gifts from any custom application using SKY - Add the gift and payment data into Blackbaud Raiser's Edge NXT using the Gift API - Address specific use cases including automated vs. manual recurring gifts, or how to manage the scheduling of the first payment installment - Avoid common errors using best practice tips and guidance | |
How a Blackbaud Partner Used the SKY Add-In Model to Optimize their Integration with Blackbaud Raiser's Edge NXT® Donation Forms | When the Double the Donation team integrated our matching gift solution directly into the Blackbaud Raiser's Edge NXT donation form and confirmation page, we used the SKY Add-In model. We'd like to share how this integration method creates a deeply embedded contextual experience for our solution -- and lessons learned as the first Blackbaud partner to use this functionality. We will cover: - The nature of our solution along with how and why we used the SKY Add-In feature on the donation form and confirmation page - How we were able to handle the session state between donation form and confirmation page - How we worked with the SKY Add-In model given the nature of our tech stack, which is not .NET and Angular. We found that the SKY Add-In model is platform agnostic, and we will show how that impacted our integration build. We are looking forward to presenting our findings and answering any questions. | |
Make Grant Tracking Easier by Integrating Blackbaud Raiser's Edge NXT® and Microsoft Planner! | This session will discuss the evolution of a Blackbaud Raiser's Edge NXT / Microsoft Planner workflow (powered by Microsoft Power Automate) that we use to project manage our grant process from research to application to reporting. Since implementing this workflow, and as staff have been interacting with these tools, we've made a bunch of iterative changes to fit the tool to the way our distributed team prefers to work. | |
Business Automation of Complex Process and Recording | Learn how to automate a manual fundraising business process using Microsoft Power Automate. Using SKY API, Microsoft Forms, Microsoft Power Automate, and SharePoint Lists, we've standardized the process and eliminated human errors while ensuring proper information gets recorded in Blackbaud Raiser's Edge NXT. We also built conditional approval into the automation workflow when a certain decision path was made by the request form. |
Skills Labs, 3:30 PM - 4:45 PM EDT
(Each Skills Lab varies by start time and duration. Additional registration required.)
Networking, 5:00 PM - 6:00 PM EDT
Networking, 10:00 AM - 11:00 AM EDT
Mainstage Program, 10:00 AM - 1:00 PM EDT
Track Sessions, 1:15 PM - 3:25 PM EDT
(Times vary by track. Individual session times are approximate only.)
Skills Labs, 3:30 - 4:45 PM EDT
(Each Skills Lab varies by start time and duration. Additional registration is required.)
Is your org a Microsoft shop? Then come learn how easy it is to setup Single Sign On (SSO) with Blackbaud ID using Microsoft Azure | Does your organization use Microsoft for email, file sharing, and office apps? If so then, your org can easily establish a SSO connection with Blackbaud ID using Microsoft Azure as your Identity Provider. Join this session for a complete walkthrough of the process. | |
Blackbaud Luminate® Online customization and tips for Advanced Site Administrators | Come learn quick customizations and easy optimizations you can do to enhance Luminate Online that are low-code. Bring your Questions – we will help solve common challenges, too! | |
Customize Automated Workflows with Power Automate: Part 2 of 3, Building and Troubleshooting | On day two of our series, Austen and Stacy will teach you the steps to begin building a flow in Microsoft Power Automate, how to test your flow, and how to troubleshoot some of the most common problems you may encounter as you build custom automations. | |
Integrating Microsoft Power Apps + Power Automate into a Power BI Dashboard - 6/8 | The session will demonstrate how to add a PowerApps visualization into a Power BI dashboard. We will then connect PowerApps to a Power Automate flow using the NEW Power Automate Pane in Power Apps, which will allow BBCRM interactions to be created for selected constituents within the dashboard. We'll also cover how to create a custom connector in Power Automate using the Open API files from the Developer Portal. | |
Making the Most of Design Mode for Blackbaud CRM™ | In this Skills Lab, the team from BrightVine Solutions will walk you through advanced configuration approaches with Design Mode. This is a Skills Lab suitable for administrators and business analysts. | |
Automate Donor Acknowledgements with Microsoft Power Automate | This skills lab will review the steps for creating a donor acknowledgement automation using Power Automate. We will first discuss pre-planning for your automation based on the information critical for acknowledgement letters in your organization and how your data is stored in RENXT. The session will culminate in a review of a simple donor acknowledgement template that you can modify to fit your needs. | |
Extend your social impact reach with Microsoft Power Virtual Agents | In this session, you'll learn how to create your own intelligent chatbot with Power Virtual Agents. Part of the no-code Power Platform, PVA makes it easy for anyone to build chatbots that can help you scale up your reach and connect with audiences through an engaging interface. We'll walk through the end-to-end steps of creating, testing, and publishing your first chatbot. We'll review core design principles to help with user adoption, discuss the use of AI, and see a few examples of chatbots in social impact scenarios. | |
Practical Machine Learning with Blackbaud CRM™ | BrightVine will demonstrate real-world use cases for machine learning and adding ML.net components to your Blackbaud CRM customizations during this session. | |
Visualize KPIs in Blackbaud Raiser's Edge NXT® using Microsoft Power BI - 6/8 | Goal: You will learn how to work with Power BI DAX (Data Analysis Expressions), creating key measures and KPIs based on Raiser's Edge NXT data as an example (but concepts apply to Blackbaud CRM as well), and ideas and tips to create a report template for re-use. | |
Sentiment Analysis Using Microsoft Power BI | Ever wanted to know how your supporters are feeling before you send that eblast? Sentiment analysis is a Natural Language Processing technique used to determine whether data is positive, negative or neutral. Walk through the process of processing and visualizing sentiment analysis of social media posts using Power BI and Microsoft's AI Insights. We'll use Power Automate to scrape social media posts on Twitter for keywords and use Power Query's AI Insights tool to perform sentiment analysis on that data and visualize with Power BI to start analyzing public opinion on a particular topic. | |
Getting Started with SKY UX | This session demonstrates how to get started with SKY UX components using the Angular CLI. | |
Is your org a Google shop? Then come learn how easy it is to setup Single Sign On (SSO) with Blackbaud ID using Google | Does your organization use Google for email, file sharing and office apps? If so then, your org can easily establish a SSO connection with Blackbaud ID using Google as your Identity Provider. Join this session for a complete walkthrough of the process. |
Networking, 4:45 PM - 6:00 PM EDT
Networking, 10:00 AM - 11:00 AM EDT
Panel Discussions, 11:00 AM - 12:00 PM EDT
Mainstage, 12:00 pm - 1:00 PM EDT
Track Sessions, 1:15 PM - 3:45 PM EDT
(Times vary by track. Individual session times are approximate only.)
Skills Lab, 3:30 - 4:45 PM EDT
(Each Skills Lab varies by start time and duration. Additional registration required.)
Building a Blackbaud Luminate® Online Member Center | In this lab we take a look at the many of the often overlooked data points available via the API as well as S-Tags you may not know about to really personalize your member center or donor portal. | |
Conditional Letter Merge with Microsoft Power Automate - 6/9 | Walk through the process of performing conditional merges for donor acknowledgement letters using Power Automate. By the end of this lab, you'll be able to pull a list from RE NXT of donations that need to be acknowledged and populate different acknowledgment letter templates. | |
Developers RoadMap to Microsoft Power BI: See how the pieces (Data Models, DAX, Visualizations, and Stakeholders) work together! | In this hands-on, step-by-step session we'll create a Power BI report with Dax and Visualizations using a Dimensional Data Model. Throughout this session, I'll also share experiences with building a culture that supports making data-based decisions so you can ensure that groups from development to end-users understand how the pieces work together and quickly get results. | |
Customize Automated Workflows with Power Automate: Part 3 of 3, Show & Tell | Follow along as Austen and Stacy create and test a complete Power Automate flow that helps find duplicate constituent records in Raiser's Edge NXT. They'll also show you some of the bugs they encountered and other lessons learned in the setup. | |
Integrating Microsoft Power Apps + Power Automate into a Power BI Dashboard - 6/9 | The session will demonstrate how to add a PowerApps visualization into a Power BI dashboard. We will then connect PowerApps to a Power Automate flow using the NEW Power Automate Pane in Power Apps, which will allow BBCRM interactions to be created for selected constituents within the dashboard. We'll also cover how to create a custom connector in Power Automate using the Open API files from the Developer Portal. | |
Visualize KPIs in Blackbaud Raiser's Edge NXT® using Microsoft Power BI - 6/9 | Goal: You will learn how to work with Power BI DAX (Data Analysis Expressions), creating key measures and KPIs based on Raiser's Edge NXT data as an example (but concepts apply to Blackbaud CRM as well), and ideas and tips to create a report template for re-use. | |
Blackbaud Financial Edge NXT® and Power Automate Workflows for the Finance Office - 6/9 | During this session, we will use Power Automate to develop a project, program, or grant onboarding process. The automation includes email approvals and updates to records in Financial Edge NXT. Upon final approval, the record is activated for journal entry and available for use within Financial Edge NXT. | |
Connecting Microsoft Power BI to Blackbaud Raiser's Edge NXT® and Blackbaud Financial Edge NXT® - 6/9 | During this session, we will walk through creating a few Power Automate workflows to provide reporting data for Power BI. Then we'll create and publish a Power BI report with the results. | |
Did you know that your Blackbaud Luminate® Online donation form 'submit' button can speak to your donors? | Use jQuery and the Font Awesome font family to manipulate the label of a Luminate Online donation form 'submit' button to add a padlock icon and/or PayPal logo to build trust with donors and, e.g. if PayPal is selected as a payment option, encourage them to proceed to the next step by relabeling the button when the PayPal payment method toggle button is chosen by the donor. |
Closing Celebration, 4:45 - 5:45 PM EDT