SmartSOCIAL BBCRM: Quick Start Guide

SmartSOCIAL BBCRM: Quick Start Guide

This guide is aimed to get you up and running with SmartSOCIAL BBCRM to use it to it's full potential. It is compatible with version 3 and 4 of Blackbaud CRM (BBCRM).

When does SmartSOCIAL BBCRM display a LinkedIn profile?

A constituent must have a LinkedIn Social media account on their record for SmartSOCIAL BBCRM to display the respective LinkedIn profile automatically.

Note: You need to ensure that you are logged into LinkedIn on another tab on your computer.



Screenshot 1: Illustrates a LinkedIn Social media account set up for Warren Sherliker 



Screenshot 2: Illustrates after a LinkedIn url is added, SmartSOCIAL BBCRM would display the respective profile automatically.

How to add a LinkedIn profile URL to BBCRM CRM?

When viewing a constituent without a LinkedIn profile, you will notice (screenshots below): 

  1. SmartSOCIAL BBCRM displays LinkedIn search with the Constituent Name.
  2. There is no LinkedIn icon next to the constituent or no LinkedIn Social media accounts configured for the respective constituent.


Screenshot 3: Illustrates a constituent without a LinkedIn social media account setup in BBCRM



Screenshot 4: Illustrates SmartSOCIAL BBCRM displaying LinkedIn search for a constituent without a LinkedIn URL.

For example, to add Warren Sherliker's LinkedIn profile to BBCRM:

  1. Click on the SmartSOCIAL Search result i.e. Warren's profile.
  2. Click the Get URL button on SmartSOCIAL BBCRM, when viewing Warren's profile. This will display a prompt from where we can copy the relevant LinkedIn address.
  3. Go to Contact tab for the constituent and Add a Social media account (Screenshot 4)
  4. A pop appears, please select LinkedIn from the Social media service dropdown, paste the URL received from Step 2 (Screenshot 5) and Save.
  5. Next time you visit the constituent record, SmartSOCIAL BBCRM will display the relevant LinkedIn Profile (Screenshot 2)


    • Related Articles

    • SmartSOCIAL ZOHO: Quick Start Guide

      This guide is aimed to get you up and running with SmartSOCIAL ZOHO to use it to it's full potential. Note: You need to ensure that you are logged into LinkedIn on another tab on your computer. Step 1: Configure a LinkedIn Profile field To configure ...

    • SmartSTOREOLX Quick Start Guide

      Installation is very simple as long as you are familiar with how to place an OLX donation form on a page (please refer to Blackbaud Guides for help on this if unsure). Step 1 - Configure RE and OLX Note, these instructions are on the OLX Deploy page ...

    • SmartSOCIAL: Set up instructions

      Step 1: Install SmartSOCIAL Chrome Extensions Note 1: You need to ensure that you are logged into LinkedIn on another tab on your computer. Note 2: If you have previously installed SmartSOCIAL you MUST UNINSTALL any existing SmartSOCIAL Chrome ...

    • Quick start: SmartGMAILNXT Pro

      SmartGMAILNXT Pro provides a sidebar in GMAIL for matched records from your NXT database. You should request PRO access from our support team should you wish to enable this BETA functionality. The below guide takes you through enabling the sidebar. ...

    • SmartZIP RE Guide

      Our Raiser's Edge edition of SmartZIP is a very quick and simple to use tool to provide address and now bank validation for Raiser's Edge. Installation is a case of following your trial email to download the program or it's windows ...