Note: Our free guide titled, Top 10 Ways to Get the Most from eTapestry is now a part of our free download, The Essential Kit to eTapestry Best Practices.

Your eTapestry® database is a powerful donor management and online fundraising tool, but are you taking full advantage of its potential?

We often hear the same thing from both new and existing eTapestry users. They feel that they are only using a fraction of what eTapestry can do. Getting more from eTapestry can feel daunting, even impossible, when you don’t know what eTapestry is fully capable of.

Start with our free guide titled, Top 10 Ways to Get the Most from eTapestry to learn ten tips and best practices that can help you maximize your investment in eTapestry.

Without giving too much away, here is a quick summary of what you can expect when you download this guide!

How to get the most from eTapestry

Your eTapestry database is packed with features that save time, help you raise more money, and help you make smarter and better informed decisions about your development activities. With all of its capability, here are a few key takeaways to focus on.

First, know that the eTapestry platform is powerful.

There are many features that can take your data management to the next level. Don’t feel bogged down in what you don’t know or what you think you can’t do. Explore what’s possible first, and then take actions that are equal to your capabilities and proficiency with eTapestry.

Second, implement custom user-defined fields–they are important.

Custom fields are how you can make eTapestry your own. Customize the database, segment constituents, and track other functions like events, major gifts, and grants. Check out #2 in this blog post for more on this topic.

Third, enter data consistently and manage your data quality.

Clean data is the key to accurate reporting and clean mailing lists. Enter data consistently and continuously. Make sure all constituents and gifts are in eTapestry. Then manage data quality.

Fourth, take advantage of workflow features and tools.

Your eTapestry database should save you time. Dive into eTapestry’s workflow-related tools and implement features that streamline recurring tasks and make day-to-day work easier. 

Invest in eTapestry

Your eTapestry database is only as valuable as the time and energy you invest in it. Invest in eTapestry and you will get out what you put in. This may seem simple and straightforward, but it is true. A clean, healthy, and capable database is only possible if your organization devotes time and energy into eTapestry.

Be intentional and smart in getting more from your eTapestry database. Use the ten tips and best practices in our guide as a starting point!