1. Setting up the team
To view the list of team members with access to AmpliPhi, navigate to the Team page using the side navigation
To add more members to your team, click the Add Member button in the top right corner, then enter their name, email, and the role you want to assign to them.
2. Connecting External Datasources
Raiser's Edge
The AmpliPhi application will have to be connected to the organization through the Marketplace. You can directly connect the application using the Blackbaud Marketplace application link. Only the marketplace administrator can connect the application through Blackbaud Marketplace.
Navigate to the Datasources page using the avatar and selecting Organization Settings to view the list of connected datasources
Select the Add Datasource button to view the list of available datasources
Select the datasource you wish to connect
Once selected, you will be redirected to the Datasources page showcasing all your connections. Make sure the status is "Connected" in green
3. Configuring Channels
Navigate to the Settings page using the side navigation to view the list of configured channels.
Select the Add a channel to configure a channel
You will need to select the channel type ➝ Mail, Email, or Phone
You can add a custom label if you want to, otherwise the label will default to the channel type you selected in the previous step
Now you can add inclusions and exclusions for that channel
Inclusions and exclusions requires queries in Raiser's Edge to be setup prior to this step
Once you've configured the channel you can start your Strategy