In order to install Online Express for The Raiser's Edge, perform the following steps:

  1. Review the minimum requirements to download and install Blackbaud Online Express
  2. Log into the workstation with a Windows account with Local Administrator Rights
  3. Navigate to the Online Express download page in Internet Explorer 9 or higher
  4. Click on the Install Online Express for The Raiser's Edge button
Install Online Express for The Raiser's Edge
  1. An Application Run - Security Warning window will appear on the screen; click Run​
Click Run
  1. The installer will automatically begin the download process for the Online Express plugin
  1. Once the installer completes the download process, a Blackbaud Online Express Auto Update window will appear; let the update process complete

Note: If this process does not complete see Online Express Auto Update function not working during Install
  1. Once the auto update process completes, log back into Raiser's Edge with a username with Supervisor rights
  2. In the navigation menu, click on the Online Express icon
After clicking on the Online Express icon, you should see a Get Started! screen.
Get Started
Before continuing the next steps, we recommend you have the following information available:
  1. Your organization's Site ID
  2. Your organization's Blackbaud Payment Service account information
  3. Your organization's Blackbaud Merchant Services Account Information
  4. Your organization's bank account and routing number

*Please note, if you aren't currently signed up for Blackbaud Merchant Services and Payment Services, you will be required to sign up during the Online Express setup process. 

Once you have the above information, please perform the following steps to activate your Online Express plugin:

  1. Click on the Get Started button​​
Get Started Button
  1. In the window that appears, confirm your organization's Site ID is populated in the Site ID field (if it's not, type your Site ID in the Site ID field) and type your desired email primary contact's email address
Site ID/Email Address
  1. Click Next
  2. If you did not have to type in your Site ID in the Site ID field in Step 2, proceed to Step 5.  If you had to type your Site ID in the Site ID field in Step 2, you will be prompted to type your Blackbaud Payment Services login credentials or sign up for Blackbaud Payment Services
User-added image
  1. Type in your bank information
Bank Account

NOTE: We ask for your bank information for your annual or monthly payment withdrawal. 
  1. Click Next
  2. Type in your organization's primary contact information
Primary Contact Info
  1. Click Next
  2. Confirm/update your organization information
Org Info
  1. Click Next
  2. Select your desired email types and addressee/salutations to use with your Online Express emails
Integration options
  1. Click Done

Additional Resources: