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Click here to see this online
 
 
 
October 2019
 
UIF Advancement Insider
 
An inside update on services provided by the University of Illinois Foundation
 
 
 
SYSTEMS
 
 
Expiring Recurring Credit Card Outreach

The Foundation recently started sending emails to donors whose credit cards affiliated with a recurring commitment will expire at the end of the next month.  Donors are invited to contact the UIF Cash Desk with updated information to continue their support.  The response has been very positive, with many donors reaching out to share the updated information. Questions may be directed to the UIF Cash Desk at cashdesk@uif.uillinois.edu or 217-244-2706.

 
 
 
 
 
UIF Support for TED requests


UIF Support is now the only way to submit requests. 

 
 

Select Data Services, then
I have a list/Need an update
for the following types of requests: 

Attribute updates
Committee member loads
New Committee creation
New Event locations
Event registrant loads
New Event creation
New Mail Preference code creation
Mail Preference code update
Link Revenue to Opportunity
New Solicit code creation
Solicit code update
Volunteer Timesheet load

 
 
 
 

Select Data Services, then I need a list for any Mass Communication or Ad-Hoc List requests.

 

Learning and Development has produced a great instructional video to show you how to use the new tool.  Check it out today by clicking here!  For best results, login to iLearn first.

Contact AIMS if you have any questions.

 
 
 
 
 
System Updates

The Foundation is dedicated to making sure you have the best resources available for your advancement needs.  For this reason, we regularly update TED, UIF Online, OnBase, and BBIS.  The next scheduled updates are:  

Saturday, November 16th, 2019
Saturday, February 15th, 2020
Saturday, March 28th, 2020

During these updates the systems may not be available, but there will be a notification letting you know which systems will be affected and the timeframe.

 
 
 
TED Service Pack Upgrade

Service Pack 20 was applied to TED on October 6, 2019.  Upgrading TED and keeping it current with the most recent releases allows the Foundation to meet regulatory changes in a timely manner and keep current with the most up-to-date patches and enhancements of Blackbaud CRM.  The Service Pack 20 included an enhancement to the UIF Online Giving Payment page.  UIF’s Online Giving Payment page is now integrated with Blackbaud’s new Checkout experience. 

 
 
 
Online Giving Enhancement - Blackbaud Checkout

Checkout is a mobile responsive payment form that provides a secure and simplified payment experience.

Once the donor and gift information are complete on the UIF Online Giving Payment page, and the Continue button is clicked, the Checkout form renders on top of the page to enter credit card information and securely complete the donation.  Once the donor completes the gift online, the gift process remains the same, with gifts being processed in the normal turnaround time of 24-48 hours.

 
 
 

 

The implementation of Blackbaud’s Checkout will allow for the functionality of digital wallets (MasterPass, Visa Checkout, and Apple Pay).  The digital wallet functionality will be coming later this year and a separate announcement will be made when that enhancement is available.

 
 
 
DATA
 
 
 
 
Cut the number of clicks it takes to enter plan data by 50%!!!


Entering Meeting Attempts

Three outlines have been added to TED that can help! Each of these templates should be used to enter an attempt to schedule an appointment. Note that the values have been defaulted to ‘Attempted – Not Reached’ because we know that gift officers hear back less often than not. Defaulting to this means less work for you as you will only need to update if you do hear back from the prospect.

  • ANR – Email Meeting Request
  • ANR – Phone Meeting Request
  • ANR – Social Media Meeting Request

Entering In Person Meetings

Three additional outlines will assist you in documenting your meetings and planned future steps:

  • Steps | Qualification Meeting Secured
  • Steps | Cultivation Meeting Secured
  • Steps | Solicitation Meeting Secured

Each of these outlines includes four steps:

  • Email Meeting Request – Used to document your communication securing the appointment
  • In-person Meeting – Used to document your face-to-face appointment
  • Follow-up items for fundraiser (internal) – Used to plan any administrative follow up to be completed by the fundraiser. This could include anything from internal communications with faculty to researching planned giving vehicles
  • Follow-up to prospect (external) – Used to plan any follow up items promised to the prospect. For instance, planning to deliver an impact report to the donor as a follow up to the in person meeting.

TIP: Use the Edit Steps and Edit Additional Details Buttons to Save Time Entering Plan Data. Clicking on edit additional details will bump out a plan step window that is easy to edit.

 
 
 
 
 
 
 
 
 
 
Graduate and Student Loads

2019 Fall Student data and 2019 Summer Graduate data have been loaded into TED.  

Take a look at the TED Calendar for all future load dates!

Monthly Faculty Staff Data

October Faculty Staff data will be loaded this weekend into the University Appointments area under the Relationships tab in TED.  Monthly Faculty Staff data is pulled from Banner on the 10th and loaded into TED on the 3rd weekend of each month.

 
 
 
 
CVENT Registration Data Flow NOW IN TED!!

A bridge has been built connecting the TED Events Module and CVENT.  The registration data started to flow over from CVENT for all single level free events starting Monday October 14th and will pull data on a daily basis. This will allow all registrants who register in CVENT to be batch loaded into the matching TED event.  REMINDER: This bridge will ONLY function for single level free TED Events.  Multi-Level events and events with fees will still need to have all registrants manually entered into TED by your team. 

To ensure the best results, the following checks are suggested for all TED Events:

  1. Ensure Registration Options are enabled in your TED event
  2. When submitting an event registration page request, ensure the entire TED event ID is entered correctly
  3. Keep in mind, only single level free events will apply for this TED-CVENT Bridge
 
 
 
RESOURCES
 
 
ChatBot Update

As many in the Advancement community know, the Foundation is working toward a launch of a ChatBot on UIF donor-facing sites, including online giving, to provide donors an additional service option.  A ChatBot uses artificial intelligence (AI) software to simulate a conversation (or a chat) with a donor.  The ChatBot was a project approved as part of the initial UIDEA batch. 

Thus far, the ChatBot has been tested by UIF staff and will be shared with the entire Advancement community on October 16th, for additional testing, review, and feedback.  The goal for the launch to serve donors is November 4th.  Watch for the email requesting your help and feedback!

For questions, contact The ChatBot Team at chat@uif.uillinois.edu.

 
 
 
LEARNING AND DEVELOPMENT
 
 
Live-Training Opportunities

October - November 2019

Live-training sessions give learners an opportunity to interact with the instructor and other Advancement staff. The sessions below are available for self-enrollment in iLearn.  

Questions about a course? Contact learninganddevelopment@uif.uillinois.edu

 
 
 
 
ILearn Update

On October 24, when you log into iLearn Advancement, you’ll notice a new look along with a few new features!

New features include:

  • Option to record external training on your transcript
  • Featured Courses section to highlight new training offerings
  • Direct links to Linkedin Learning and other resources
  • FAQs section and more

So you can learn details about these features, all learners have been enrolled in a brief video titled New Look & Features in iLearn which is available now in your My Course tile in iLearn.

 

If you have any questions about the new iLearn look or functionality, please contact learninganddevelopment@uif.uillinois.edu.

Please note that iLearn may be unavailable the afternoon of 10/23/19 so this upgrade can be completed.

 
 

Please feel free to email aims@uif.uillinois.edu for any feedback or content that you would like to see in future editions!

Future Dates for the Advancement Insider (on or around):

  • November 18, 2019
  • December 16, 2019
  • January 20, 2020
  • February 17, 2020
  • March 16, 2020