Discover how the University of Manitoba is using automation to enhance Annual Giving fundraising through dynamic segmentation assignments using SQL and Blackbaud APIs. While Blackbaud Raiser's Edge NXT® offers donor lifecycle tags, our team needed a more tailored approach to match our unique donor engagement strategies. In this session, we'll explore how we use SQL stored procedures to evaluate and update constituent segmentation in Raiser's Edge NXT on a weekly basis. Our method reviews existing segmentation, applies business rules, and determines whether segment assignments should be added or changed. By using Blackbaud’s API in Microsoft Power Automate, these updates are executed automatically, ensuring real-time precision and efficiency. This automation has streamlined our segmentation process, improved accuracy through frequent reevaluations, and boosted donor retention. Join us to gain technical insights and practical strategies for optimizing your Annual Giving program through data-driven automation.
