Blackbaud Raiser's Edge NXT: Getting started with Digital Membership Cards Follow
Congratulation! You're one step closing to rolling out digital membership cards to your members.
This guide will teach you how to use Cuseum's system in conjunction with Blackbaud Raiser's Edge NXT to get up and running and manage your digital membership initiative and further streamline the process.
First, we'll need to integrate with Blackbaud Raiser's Edge NXT.
Integrations between Blackbaud Raiser’s Edge NXT and Cuseum’s Digital Membership solution involve a few steps and cooperation between both parties. In order to access your Blackbaud Raiser's Edge NXT and initial the integration process, we will need you to set-up a new system user on Blackbaud Raiser's Edge NXT and your Blackbaud account for our development team to use, and provide us with some basic information.
Having this access will allow our team to help, test, and troubleshoot efficiently and save your team time by eliminating unnecessary back-and-forth.
Please be prepared to grant Cuseum access to the following:
- Raiser's Edge NXT Database View
- Web View
Please use the following details to create a user for Cuseum:
- E-mail Address: firstname.lastname@example.org
- First Name: Cuseum
- Last Name: Integration
We will need the following information from you:
- Site ID (5-digit)
- Login URL (e.g. https://login2.blackbaudhosting.com/Citrix/BBH/auth/login.aspx)
You will be able to provide this information thru the Onboarding / Project Management system which we will review together during our Kick-Off meeting.
Setting up your integration
To extend the functionality of your Blackbaud products, your organization can use additional applications created by Blackbaud, Providers in the Blackbaud Partner Marketplace, someone at your organization, and other approved external developers.
To manage apps for your organization, select Control Panel, Applications. Under Connected apps, you can view details about each application added, including the developer organization.
To use an application, enable it with its unique ID — acquired from the developer — under Connected apps. Simply enter the ID, and then click Save.
App ID for Cuseum Digital Membership Solution for Raiser's Edge NXT
Applications can only be added by Admin users!
API Developer Agreement
If you, the Blackbaud customer, have never worked with Blackbaud SKY API or 3rd party access, Blackbaud may require you to sign an API developer agreement. Blackbaud’s API developer agreement is in line with most developer agreements (like when we use Stripe, Google Analytics, or any 3rd-party).
After Cuseum Digital Membership Solution for Raiser's Edge NXT has been added to your system and we’re granted all required access, Cuseum will attempt to fetch your members data into Cuseum CMS.
You may be required to authorize approve this SKY API access through Raiser’s Edge NXT. When someone at your organization first uses an enabled application, they authorize its access to data, respecting their security rights.
Congratulation! You have now completed the integration!
Logging into the CMS
Log into the CMS by visiting https://app.cuseum.com/cms using the email and password provided to you by Cuseum.
Upon successfully logging in, you'll arrive at your Cuseum Dashboard.
Screenshot of Cuseum Dashboard.
Managing your Member Data: Fetching from Blackbaud Raiser's Edge NXT
Many organizations leverage powerful CRMs in order to manage their membership data. With our integration with Blackbaud Raiser's Edge NXT we can help you take advantage of a more streamlined process and some automation. You'll be able to automatically fetch member data with the simple click of a button!
If Cuseum is integrated with Blackbaud Raiser's Edge NXT, your "Cards" section will look like this:
Screenshot of "Cards" section for account where your CRM has been integrated with our system.
To pull in new or updated member data from Blackbaud Raiser's Edge NXT, click the green "Fetch users from CRM" button.
You will then be directed to Blackbaud's authorization screen which will look like this:
Screenshot of Blackbaud's authorization screen.
Click "Authorize" to grant Cuseum permission to access your Blackbaud data. After this, you will be redirected back to the Cuseum CMS and your fetch will begin!
Once your fetch is complete, please go to the last page to view your new members!
Depending on the amount of membership data being pulled in, it might take several minutes or hours for new membership data to be reflected on the system.
Working with Templates
The "Templates" section is where the pairing between membership levels and card templates takes place.
Cuseum's team will help you with the initial set-up and configuration, pairing your membership levels to the appropriate card template, but always recommend that you confirm the pairing and text match your expectation.
The "Templates" section looks like this:
Screenshot of "Templates" section.
Each tab on the top represents the card template and back of card text for a specific membership level (please note that the first tab is always for testing purposes). You can see in this example, the individual member level is checked off to match the individual tab above. This needs to be the case for every member level and its respective back of card text.
If you add, edit, or change your membership program or names of the various membership levels, please let us know. It is important to confirm that all membership levels and card templates are properly mapped.
Generating Membership Cards
After you have pulled in your new or updated member data, and have ensured that all templates match their member levels, it's time to generate cards!
Note: When you generate a card, this simply prepares the card to be sent, but doesn't send them automatically. This provides you with the ability to control how and when you send out your digital membership cards as card generation can take a few seconds per card.
When cards are ready to be generated, they will appear with an orange "Generate password" button on each member row.
You may click each individual "Generate passbook" button, or generate all new cards at once by clicking the green Generate button on the top left.
Screenshot of "Cards" section with bulk and individual generation functions highlighted.
You have now successfully generated your digital membership cards. In the following section, we'll provide you with details as to how to distribute the digital membership cards.
Sending your Digital Membership Cards
After you generate your cards, it's time to send them out to your members! There are a few ways in which you can send out your digital membership cards: Bulk (send to ALL members) Specific membership levels Individually (send one-by-one) When the member row displays a "Send to email" button, this means your cards are ready to be sent out to your members!
Screenshot of member row with distribution button highlighted.
Note: If you use the bulk distribution function, make sure you check off the box next to "E-mail" before clicking the green "Send" button.
Screenshot of elements related to bulk distribution function highlighted.
Hooray! You've now successfully sent out your digital membership cards!
Checking Individual Member Records
Now that your digital membership cards are out in the wild, if you need to dive deeper into your member records to understand when their data was imported, card generated, and card sent, you can do this under their User Record.
Simply click on a member's name and their record will open:
Screenshot of individual User Record page with key elements highlighted.
When you open an individual member record you are able to view more detailed information.
You can see their personal information (e.g. name, member number, email, expiration date, etc.).
You can see the day their record was imported, generated, distributed, and/or installed.
You can resend a member their download email by clicking the "Re-send" button.
You can remove a member record by clicking the "Delete" button on the bottom left corner. This will be useful if you have uploaded a duplicate or incorrect record.
Frequently Asked Questions
What data fields will be pulled over from Blackbaud Raiser's Edge NXT into Cuseum?
In most cases, we'll be pulling over the following member data from your system.
- Membership Expiration Date
- Membership Name
- Account ID
- Full Name
- Phone Number
- Membership Level
If you have any questions when using Cuseum's digital membership system you can email email@example.com or message us through our chatbox that appears when you click the help tab on the left.
Screenshot of our chat module.
That's it! You're done!
We hope this tutorial was helpful! Please feel free to reach out at firstname.lastname@example.org if you have any thoughts or suggestions on how to improve it! Thanks for your support!