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RE Basics
Constituent Records

Addresses
Phone Numbers
Email Addresses
Business Details
Who Can Be Contacted And How
- Explicit Consent to Contact By
Education
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Names
Spouse Relationships
- Add a Spousal Relationship
- Amend or End a Spousal Relationship
Relationships
Volunteering
- Add Interest
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Attributes
- Add an Attribute
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Actions
- Add an Action
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Prospect Management
Media Tab
- Adding Media
Finance
Other Record Types

Events
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Data Management

Querying
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RE Advanced
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Data Management

Querying
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Exporting
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Importing
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- API from integration hub to Raiser’s Edge
Inactive
- Inactive Definition
Gift Processing
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- Add New DD Gift
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- Add a New Pledge
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- Write Off a Pledge
- Gift Aid Claims
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- Cancelling Direct Debits (file from Rapidata)
- Crowdfunding
- Gift Coding - Process for Gift Administrators
- Refunding OLX/Online Payments
- Gifts via the Office Phone (66021)
- Remove Soft Credit in Queries
Online Express
RE Management

Administration
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Plugins

Queue Function

Configuration
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Reporting
Data Warehouse
Tableau
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Profile Generators
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Manchester Network

Front End (Alumni)

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Mentoring

Administration
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- Email for Life
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Mailchimp

Using Mailchimp
- Building Emails (inc. Content Guidelines)
- Sending Emails
- User Management (staff)
IOM Connector
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Surveys
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Communigator
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Justgiving
- Front End
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Hubbub
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CAF
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Rapidata
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Reception Functions
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Smart Outlook
- Smart Outlook
Smarteezie

Front End
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Data Management
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Other Websites

YMO
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Giving Blog
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Training Guides Site
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NAFUM

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HKFUM

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Home RE Basics Constituent Records Prospect ManagementClosing a Proposal / Removing a Prospect from the Assigned Pool

Prospect Management

Prospect management is the planning, recording, and reporting of significant moments in the relationship
between the university and its prospective donors which (hopefully) lead to a gift.

Closing a Proposal / Removing a Prospect from the Assigned Pool

Creating a Legacy Proposal

Gift Coding Process (for Development Officers)

Assigning a Canvasser

Adding a new Proposal

Prospect Tracking on Raiser’s Edge

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+44 (0) 161 306 3066
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Development and Alumni Relations
The University of Manchester
Oxford Rd
Manchester
M13 9PL
UK

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