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A system that can be used at a basic or complex level.
September 26, 2022

A system that can be used at a basic or complex level.

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Blackbaud eTapestry

We use Blackbaud eTapestry as a CRM, fundraising mechanism, and reporting system. It helps us communicate with donors, run a variety of reports (one-off and/or regularly scheduled), and keep track of donations for various projects (we have about 45 on the go at the moment). It also allows for many customizations in fields and letter templates.
  • 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.
  • Fundraising.
  • Communicating with donors.
  • Running reports for admin and directors.
  • Sending newsletters.
  • The communication tools have increased our ability to share our stories with donors, which has resulted in some significantly larger donations.

Do you think Blackbaud eTapestry delivers good value for the price?

Yes

Are you happy with Blackbaud eTapestry's feature set?

No

Did Blackbaud eTapestry live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Blackbaud eTapestry go as expected?

Yes

Would you buy Blackbaud eTapestry again?

Yes

When we want to send a mass email to our donors and/or other contacts, Blackbaud eTapestry provides the tools to make it happen. That being said, when someone wants to unsubscribe from one of our email lists, but not all of them, eTapestry does not have a way to do that. If someone hits the Unsubscribe button, it unsubscribes them from everything. So it depends on what your needs are regarding that setting. The DIY Form settings were recently upgraded to allow us to send a different confirmation email based on whether a donor gave a one-time donation or a recurring donation. This is such a valuable option, as we previously had donors contact us to double-check that they had set up a monthly donation online, as the previous confirmation email didn't say (since that setting wasn't available). I'm not sure if the communication templates can distinguish between a monthly, weekly, or quarterly recurring donation, so we removed the weekly and quarterly options from our donation page and directly added "monthly" to the communication template.