How to build a workflow in Raiser's Edge NXT (Step-by-Step Tutorial)

Want Raiser's Edge NXT to automatically notify fundraisers when important donor activity happens? In this Blackbaud Ninjas tutorial, we walk through how to build a workflow in Raiser's Edge NXT from start to finish using a real-world fundraising example. You'll learn how to create a workflow that automatically alerts fundraisers when donors reach a specific giving threshold. This helps your team respond faster, improve stewardship, and stay on top of major gift activity. In this video, you'll learn: • Where to find Workflow Designer in Raiser's Edge NXT • The difference between Active and Draft workflows • How to create a workflow from scratch • Why workflows require constituent lists instead of gift lists • How to build and save a workflow-specific list • The difference between Any Gift and Total Giving filters • How to filter by campaigns, appeals, and funds • How to connect a list to a workflow • Best practices for maintaining workflow lists • How to automate fundraiser notifications One of the biggest workflow mistakes we see is building the wrong list. If the constituent list isn't configured correctly, the workflow won't behave the way you expect. This video shows you exactly how to avoid that problem! 👉 Subscribe to Blackbaud Ninjas for practical Raiser’s Edge NXT walkthroughs, reporting tips, and database best practices. . . Questions? Drop a comment below! 💬 Don’t forget to like and subscribe for more how-to videos from the Blackbaud Ninjas! Visit us online: https://prengersolutions.com/ #Blackbaud #RaisersEdgeNXT #FundraisingTech #NonprofitTools #blackbaudninja