Blackbaud eTapestry

Provides information

Allows ease of reporting

Gives a variety of information

Some things are a little clunky to get through

The database is a bit antiquated

Price is always a factor we consider

CRM

Support both via phone, email or chat function

Customer Service

Invitations to webinars for both their product and partners

Information regarding changes to eTapestry and requirements from outside partners

The initial training was not enough and the end user had to pay for extra training hours

It can be confusing as to where to find certain information regarding your eTapestry login details as you need to log into Blackbaud to do some things. It would be easier if it could be done through eTapestry.

Email templates are very basic and could use an upgrade. I know that I can use another partner, but that is an additional cost

Donor tracking

Donation tracking

Storing information to segment donor communications

Email capability could be improved

The interface could be updated

Needs more capabilities around soft credits and sustaining gifts

Queries

Reporting

Budget tracking

Tracking Communications

Batch entries

basic gift transactions

ACH payments

online giving forms are dated in look and feel

event management/tracking tools are too basic

queries and reports are not user friendly

Produces donor acknowledgement letters and allows for many templates to be saved/used.

Charts long-time donor histories.

Allows a business to have multiple point-of-contacts/addresses.

Interface could be more intuitive.

Larger font size for default text (for visually impaired.)

A dark screen/ night mode for light fluctuations (i.e., instead of white screen, a darker screen).

Journal contacts

Reporting monthly giving and contact activity

Receiving credit card gifts

DIY forms are difficult to understand and create

Reloading the page takes you out of the account you're working in

Record donations & notes

Produce reports

Provide donor information

Pulling reports does not feel intuitive. We struggle to execute compiling the details we need.

Managing Event information

Deleting duplicate constituent information

Entering and tracking donations

Standard reports

Queries

Acknowledgement letters

Better queries/reports for more complex data queries

More DIY pages/online forms - make it easier to make changes and customize

More dynamic queries/reports for LYBUNT/SYBUNT

Better integration with 3rd party services

Storing and managing donor information

Providing analytics

Managing information on contacts

The system isn't intuitive

Email templates are bulky and not easy to use

Limited design capabilities for email letters

Integration with BBMS

Simplicity for user

Simple info display

Customer service

Pricing - too expensive

DIY forms - donor experience

customizable

queries

reporting

communications

forms

standard report

Tracking donations

An improved newsletter system with auto save

Less emails sent to user of eTapestry by Blackbaud

More intuitive systems that are easier to navigate

profile

reporting

customer service

user friendliness

Robust reporting options

fairly customizeable

Horrible customer service

difficult to work with

very long response times

overly expensive

very clearly presents all donor info, for example their addresses etc...

Has ability to report on a wide variety of information.

Clearly connects journal entries (donations) to donors as well as pledge information.

email templates

DIY templates

ease and simplicity when it comes to running even basic reports.

Import gifts and information to donor record.

Quickly report on various segments.

Communicate effectively with our support base.

The addition of second most recent gift as a data field, as after running an import the gift just imported is now the last gift, would be a nice addition.

The ability to import information into personas for quick updates during gift import would be a nice improvement.

It would also be nice if the ability to send a communication to an externally imported list of just emails, rather than querying on donor records.

The ability to have more record space without the need to purchase additional records. This will eventually cause us to outgrow eTap.

Allows to design documents to fit the needs of the organization.

Ability to correct any information as needed.

Ability to merge information when it duplicated.

Having the ability to cut and paste from an outside source and pasting on onto a document in eTapestry.

Having the ability to see an document previously sent from an individual account.

Donations record

Contacts management

Donation acknowledgments /tax receipting

Sending newsletters

Could improve on query building and reporting functionalities

Process day-to-day donations

Weekly revenue report

Standard reports

Accounting based on campaigns and appeals

DIY online donation pages

Reports for weekly dynamics

Comparison from year to year

Easy search capabilities

Improved DIY web forms easy to use

Great standard reports and easy DIY queries

Easy to handle pledges, upgrade, and reporting to donors on these

Moves Management integration is not useful. Needs better prospects tracking

Would like a better way to track cultivation visits, tours, and stewardship. Hard to customize event tracking lists

Should declutter journal by keeping financial and contact details separate

User defined fields are great, but should have the ability to permanently delete unused fields

Complex compound queries are not always supported by the system

Ability to tailor our donor information collected.

Options to create reports (though not easily done- steep learning curve for a user).

Customizable to each user - more options to customize than not.

Hard to use. Bottom line.

Interface is dated - too technical looking, for some users.

Collaboration with other systems is very difficult - to import/export very challenging.

Reporting

Integration with GoCardless

DIY forms

Initial set up was a slow process / could have been more personalised to us

Limits to DIY forms and emails can be restrictive

Queries

Database of donors/students.

UDF ( User Defined Fields), I can add as many as I want.

DIY forms (very outdated).

Reports ( hard to change/edit in comparison to query reports).

DIY form embedding to website (only allows 1 merchant processor).

Report Scheduling is great. Reports can be scheduled daily (even on specific days of the week), weekly, or monthly) and auto-emailed.

Reports can be displayed on the screen, downloaded, or emailed in CSV, excel, or pdf and can have columns pre-sorted in your preferred order.

Online donations are automatically added to the donor's account and automatically create an account for a new donor.

Having to set up queries and then set up reports can be cumbersome. There are a lot of settings to consider before you can get the details you're looking for.

There's no option to create copies of Standard Reports in order to customize them. Sometimes those Standard Reports have almost everything we need. It would be helpful to be able to add an extra column or two of data instead of having to start queries and reports from scratch.

For DIY Forms, there's currently no way to change the order that projects (known in eTap as Funds) display online, except to remove Funds one by one until you reach the spot in the list where you want them. We have about 45 Funds, and in order to add a new Fund closer to the top of the drop-down list, we have to remove most of them one by one, then add in the new Fund, then add the rest of the Funds back in one by one. Having a drag-and-drop option would be very helpful.