Conservation International: Data Integration
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"Our organization is very particular about mapping all online donation forms to offline campaigns in The Raiser’s Edge. Prior to implementing the Connector, that process was done by hand, which was very time-intensive, troublesome, and error-prone, and now utilizing the cross-reference feature in Connector saves us 95 percent more time and we are 100 percent more accurate which helps us better analyze results and plan for future campaigns."
- Chris Williams, Senior Director, Fundraising Operations, Conservation International: Data Integration
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About Conservation International: Data Integration
Conservation International (CI) had been using Blackbaud’s The Raiser’s Edge® for more than 15 years as its master repository for constituent and transaction data and implemented Convio Online Marketing in 2005 to expand its online marketing and fundraising efforts. The organization had been diligent about inputting all data captured online into The Raiser’s Edge, but their methods were inefficient and time consuming.
The challenge
- Data management methods were inefficient and time-consuming
- Constituent records had missing information or empty fields
- Donations were not applied to the correct campaign and duplicate constituents were not recognized impacting reporting results
- Required a more fully integrated solution with The Raiser’s Edge to streamline the data management process
The solution
The benefits of using Convio Online Marketing and Connector RE include:
- Streamlining data management by initiating the synchronization process once a week to push all information captured online into master donor database while detecting duplicates
- Recognizing constituents online instantly and can provide a more personal experience based on information stored in Raiser’s Edge including name, last donation, and more
- Linking online and offline campaigns by automatically viewing new data elements such as campaigns or groups from your Raiser’s Edge database
- Easily managing campaigns and groups to ensure that appeals go to the correct people with the most accurate and recent information from Raiser’s Edge
- Providing data updates to constituents viewing profile online such as a name or address change made offline
Results
- 100% more efficient and accurate in gift entry and segmentation
- 33% more time saved with highly-automated Connector synchronization of data between the two systems
- 95% more time saved with the capability to access RE-side segmentation (groups and lists) and automatically build corresponding groups in Convio
- Improved confidence in reporting capabilities and decisions based on results, due to data integrity
- Ability to keep constituent data updated; greatly reduced incidence of messaging with wrong or out-of-date information
- Developed a process recognized for efficiency and ease-of-use, and delivery of data required by organization
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