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Targeter is a Fundraiser Performance Management's query tool that allows users to identify prospects, analyze audiences, and apply data in daily decision making. As Targeter centralizes the key elements of relationship data, users can easily find and report on the top constituents of interest. Users are able to save their queries and set up a subscription to receive the results regularly by email using Push Reportingis a hub for searching, accessing, and analyzing data. It provides front-line advancement professionals with easy-to-use data filters to build and save queries without help from a database specialist. This latest release of Targeter,with a fresh, redesigned interface, extends the usability for users of all levels, so busy fundraisers can spend less time searching for key information and more time using it.
The core components of the Targeter are:
- Query Filters: This section comprises the top portion of the screen and allows users to add filters to define query parameters.
- Manage Queries: This section allows users to manage their saved queries and create subscriptions for Push Reporting Find Search Bar: Quick search bar that lets you rapidly find a constituent by first name, last name, entity ID, maiden name, or nickname.
+New Query: Allows users to quickly create a brand new query using Fundraiser Performance Management's available filters.
- Queries Tab: A list of all available user built queries and Fundraiser Performance Management Templates.
- Lists Tab: A view that allows you to see you the results of you subscribed queries as well as allowing you to upload constituent lists into Targeter to append Fundraiser Performance Management data.
- Results - List View: Query results are displayed as a list with customizable data columns when this setting is chosen.
- Results - Cross Tab Crosstab View: Query results are delivered with a summary of the full query results spread out across two selected variables.
Using Targeter
To open Targeter, click on the Targeter layer at the top of the Reeher Platform window.
You can select any saved or default query from the Select Query pull down menu at the top left of the screen.
- To search for a specific constituent, you can use the Entity Lookup from the menu. Enter the Entity ID, First, and/or Last Name of the entity you are looking for. Hit Show Results, and a list of constituents who match your search will appear below.
- To begin with a blank query, select Create New Query from the pull down. You can then Add Filters to begin your query by clicking on the Add Filters button on the right. Once the parameters of your filters are set, click Show Results, and a list of constituents who match your search will appear below.
You can view the results of your query in two ways.
- In List View, where you can view and export your results as a list with customizable columns.
- Or in Cross Tab View, where you can spread your results in a table across two variables.
You can toggle between these two views by using the tabs at the top right of the Results section.
Saving a Query
Once you have created a query, you can save it by clicking on the Save Query button on the right side of the page. In the Save Query pop-up, you have the following fields available:
- Query Name - A descriptive name given to the query. This name will appear in the Select Query pull-down menu.
- Description - A short description of the query. We recommend entering information about the filters used and their values.
- Viewable By - This pull-down menu allows you to select who this query will be available to on the Select Query menu. This can be done on an individual basis or by groups.
- Select - If your Viewable By selection has specific users or groups for you to choose from, you will select those here. Select multiple items by holding CTRL and clicking on each name.
You can also manage your saved queries by going to the Manage Queries link at the top of the page. From here you can edit and delete your queries and create subscriptions for Push Reporting.
- Results - Map View: Query results are delivered geographically within a map that displays population densities down to individual constituents.
- Subscriptions: Schedule the delivery of the results of a query to email you on a regular basis.
Targeter Homepage
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NOTE: Your results from the Find bar will include both Active and Inactive (such as Deceased or Lost) constituents. Inactive constituents will be identified in the second column, Relationship Status, in orange.
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Here are the folders in the Queries menu:
- All Queries: A list of all of the available queries that you have created, any queries that other users at your institution have made 'Public,' as well as the Fundraiser Performance Management Templates.
- My Queries: All queries that you have created and saved. This will include both your Public and Private queries.
- My Subscribed Queries: Includes all queries that you have created a Subscription for.
- Favorites: Includes any query that you have Favorited by clicking the star to add it. Favorited queries appear in the list with a solid blue star.
- Fundraiser Performance Management Templates: Blackbaud Fundraiser Performance Management created and curated query templates that help you get started with some of our most commonly used searches.
The table in the Query Tab includes the following information:
- Name: Displays the query name, description, and whether the query is Private, Public, or a Fundraiser Performance Management Template.
- Last User: Shows the date you last ran the query. The table defaults to showing the last used query at the top of the list.
- Subscription Settings: Displays how often you are scheduled to receive the query's results via a Subscription as well as the total number of subscribers to that query. If no subscription exists, you can click on +Subscribe to create a new subscription for yourself.
- Additional Icons:
- Add/Added star icon allows you to Favorite a query with one click to include it to your Favorites folder. A solid star means the query has been added as a favorite. Click again to remove the query as a favorite.
- Copy icon lets you begin to create a new copy of an existing query. You will be required to give your new copy a unique query name.
- Delete lets you permanently delete any query that you have created. This will also remove any subscriptions that have been created using this query.