HubSpot onboarding for nonprofits

For organizations on Blackbaud Raiser's Edge NXT® that are new to HubSpot. Your HubSpot portal set up properly, your CRM structured for donors and gifts, your email program moved over from one platform, and Raiser's Edge NXT connected with RaiserSync. We call this RaiserSync Onboarding.

Every onboarding starts with a two-week diagnosis of your data, so nothing gets built on a guess. If the diagnosis finds more than a standard onboarding covers, you get options for that work before anything is built.

Priced for your organization, about 12 weeks. Requires a RaiserSync subscription, billed separately.

Talk about onboarding How to work with us

Who it's for

Raiser's Edge NXT organizations moving their email program to HubSpot, usually from Mailchimp, Constant Contact or Raiser's Edge NXT itself.

Already sending email from HubSpot? RaiserSync Implementation is the better fit.

What you get

A fully set up HubSpot portal
CRM architecture for donors: how contacts, organizations, households and gifts fit together
Your email moved over from one platform, sending from your own domain
RaiserSync running, with opt-outs respected
Donor lists, three workflows and a giving and email dashboard
Both your development and communications teams trained, with recordings

What we do

1. Diagnose first

Weeks 1 and 2. We look at your HubSpot and Raiser's Edge NXT data, who sends what, and what each team needs. Anything beyond a standard onboarding gets flagged here, with options, so you decide before we build.

2. Set up HubSpot

Account defaults, branding and fiscal year
Users and teams (up to 10), with two-factor sign-in
Inboxes, calendars and meeting links
Privacy and consent, subscription types and preference page
CRM architecture: properties and lifecycle stages for donors
Sending domain, tracking code, forms and dashboards

3. Connect Raiser's Edge NXT

Install RaiserSync, turn on the features you need (relationships, up to 25 attributes, membership), confirm opt-outs are coming through, build the exclusion list, and spot-check 25 constituents for duplicates.

4. Build

Your email list moved from one platform, unsubscribes kept out
Two branded templates and a warm-up plan
Donor lists: active, lapsed, first-time, major, board and volunteers
Gift thank-you, new donor welcome and lapsed donor workflows
A giving and email dashboard

5. Train both teams and hand off

Recorded sessions for communications, for development, and for both together. We watch your first live sends with you, then give you a roadmap with options for what to build next.

What we need from you

HubSpot admin access
A Raiser's Edge NXT supervisor to connect RaiserSync
Someone from IT for the domain records
Your brand files
A weekly 30-minute check-in

Not included

Migrating from more than one email platform or from another CRM, website or form rebuilds, custom objects, past gifts (see Historical Import), and other integrations or giving platforms. If any of these come up, we recommend Advanced Discovery for that part.

Need more than a standard onboarding? Advanced Discovery

Some organizations need HubSpot Enterprise features, custom objects, a giving platform like Fundraise Up or Donorbox, other integrations, several teams or business units, or have large or messy data. Advanced Discovery is two weeks of scoping for that extra work: two 90-minute working sessions, a trace of how your data moves today, testing where it helps, and a written build plan with options and fixed prices. It's $2,500, credited toward the build.

Questions

Does onboarding include the RaiserSync subscription?

No. RaiserSync is a separate subscription you install from the HubSpot App Marketplace: $367 a month or $3,950 a year. Onboarding is the work of setting everything up.

Will our past gifts come over?

RaiserSync brings over gifts from the day it's connected. To bring in past donors and gifts, add Historical Import.

Can we buy this alongside our HubSpot purchase?

Yes, for a standard onboarding. If you're moving from another CRM, connecting other systems, or need Enterprise features, we'll recommend the Evaluation first so the price fits what you actually need.