<img src="https://queue.simpleanalyticscdn.com/noscript.gif" alt="" referrerpolicy="no-referrer-when-downgrade"/>
taskstemplates
feedback & roadmapbook a demo

eTapestry

eTapestry, part of Blackbaud’s product suite, is a cloud-based fundraising and donor management platform designed for nonprofits and small organizations. It helps manage donor relationships, track fundraising efforts, and streamline operations for greater efficiency. eTapestry offers tools for data management, campaign tracking, event planning, and reporting to help organizations engage with supporters, manage gifts, and achieve their missions. By integrating eTapestry with Frends iPaaS, organizations can automate data synchronization, streamline donor-related workflows, and connect with external systems to drive more impactful fundraising and donor engagement efforts.

Business use cases

Donor data synchronization with CRM systems

Nonprofits often use other CRM systems like Salesforce or HubSpot alongside eTapestry for donor relationship management. Frends can automate the integration between eTapestry and these CRM platforms to maintain consistent and updated donor data across systems. For example, when a new donor is added in eTapestry, Frends can automatically create or update the corresponding record in the CRM, ensuring seamless synchronization of donor information.

Automated donation processing

eTapestry tracks donations, but Frends can enhance this by integrating it with payment gateways and accounting systems. For example, when a donation is made through platforms like PayPal, Stripe, or a custom donation form, Frends can trigger workflows to automatically log the donation in eTapestry, update the donor’s record, and send data to accounting systems like QuickBooks for reconciliation.

Email marketing integration

For nonprofits running campaigns, integrating eTapestry with email marketing platforms like Mailchimp, Constant Contact, or ActiveCampaign is essential. Frends can automate workflows to synchronize donor lists and campaign performance data. For instance, when a donor opts into a campaign through eTapestry, Frends can add them to a marketing list in Mailchimp and trigger email sequences, ensuring engagement without manual intervention.

Event registration workflows

eTapestry supports event tracking, and Frends can extend this functionality by integrating with event registration platforms like Eventbrite or Zoom. For example, when attendees register for a fundraising event through Eventbrite, Frends can automatically create attendee records in eTapestry and associate them with the appropriate event. It can also trigger follow-up workflows, such as sending thank-you emails after the event.

Integration with accounting systems for gift tracking

Tracking gifts and donations is a vital part of nonprofit operations. By integrating eTapestry with accounting systems like Xero, SAP, or NetSuite through Frends, organizations can automate the process of syncing financial data. For example, when a donation is logged in eTapestry, Frends can update the accounting platform with the donor, donation amount, and other relevant details for accurate bookkeeping.

Donor segmentation and personalized outreach

eTapestry allows nonprofits to organize donors into segments based on giving history, preferences, or engagement levels. Frends can integrate eTapestry with personalization and analytics tools to enhance segmentation and outreach. For example, Frends can pull donor data from eTapestry, enrich it with third-party information like demographics, and trigger segmented email campaigns in marketing platforms, significantly improving donor engagement.

Volunteer and membership management

For organizations that rely on volunteers or memberships, eTapestry serves as a central platform for managing interactions. Frends can integrate eTapestry with scheduling systems or membership platforms to streamline operations. For instance, when a new volunteer signs up, Frends can automate the creation of a volunteer record in eTapestry, assign tasks or shifts through platforms like Deputy or When I Work, and send confirmation emails with personalized schedules.

Reporting and analytics automation

eTapestry provides in-platform reporting, but organizations often require advanced analytics dashboards. Frends can pull data from eTapestry and integrate it with business intelligence tools like Power BI or Tableau. For example, Frends workflows can extract donor activity, campaign performance, or funding trends from eTapestry and visualize them in real time, providing actionable insights for decision-makers.

Pledge fulfillment tracking

eTapestry tracks pledges, but ensuring pledges are fulfilled needs further automation. Frends can integrate eTapestry with payment gateways to monitor recurring donations. For instance, if a donor sets up a recurring pledge, Frends can monitor payment schedules, update eTapestry records with payment statuses, and send reminders to donors for overdue pledges, reducing manual follow-ups.

Integration with fundraising and crowdfunding platforms

For nonprofits running multi-channel fundraising efforts, Frends can connect eTapestry with external crowdfunding platforms like GoFundMe or JustGiving. For example, when a new donation is made on a crowdfunding site, Frends can automatically record the donation and donor details in eTapestry, link it to the matching campaign, and update overall fundraising totals.

Multi-channel communication tracking

Nonprofits engage with donors via multiple communication channels, including email, text, social media, and direct mail. Frends can streamline communication tracking by integrating eTapestry with omnichannel tools. For instance, Frends can link communications from platforms like Twilio or social media APIs with donor records in eTapestry, providing a complete history of interactions to support personalized engagement strategies.

Donor engagement lifecycle workflows

Donor journeys often involve multiple touchpoints, from initial outreach to long-term engagement. Frends can automate workflows that map donor journeys across systems. For example, if a first-time donor contributes a small amount, Frends can trigger workflows to send them personalized welcome messages, track their subsequent engagement in eTapestry, and move them to a higher-donor segment when they increase their contributions.

Integration with grant management systems

For nonprofits applying for and managing grants, Frends can automate data sharing between eTapestry and grant management systems. For instance, when a new grant is awarded, Frends can log it in eTapestry as a funding source and create workflows to track payments, update campaigns, and generate periodic grant-specific reports.

Membership renewal notifications and workflows

Membership-based nonprofits can automate renewal workflows using Frends and eTapestry. For instance, Frends can monitor membership expiration dates in eTapestry and automatically notify members via email or SMS about upcoming renewals. If a member renews their membership, Frends can update payment records, adjust expiration dates, and send confirmation messages.

Archiving and compliance reporting

To ensure compliance with donor and financial regulations, nonprofits must archive donor and fundraising data securely. Frends can automate periodic data exports from eTapestry to compliant archival systems like AWS S3 or Azure Blob Storage. Additionally, Frends workflows can generate compliance-ready reports and file them for audits or regulatory submissions, saving time and ensuring accuracy.

Categories

Actions

  • AddDonor

  • CreateCampaign

  • TrackDonation

  • SendEmail