Set up WordFly—Raiser’s Edge query category

In order for our services to interact with queries in Raiser’s Edge, a query category will need to be created in Raiser’s Edge.

#1 // Set up a query category in Raiser’s Edge

This query category will be used to indicate which queries you would like to view inside WordFly. The name will be entered in the Category name field in WordFly > Account > Raiser’s Edge.

1. In Raiser’s Edge, go to Analysis > Query

2. Click Edit categories

3. Click New category

4. Enter a name for the new category.
   We recommend “WordFly Lists”

5. Click OK

All constituent queries intended for use in WordFly will need to be added to this category.

#2 // Enter category name in WordFly

WordFly will use this category name when displaying constituent queries.

1. After logging into WordFly, browse to Account > Raiser’s Edge from the Account landing page
    

   

2. Enter the Category name you set up above: WordFly Lists
   
   
   
    

3. Click Save