Administrators can set up as many funds, campaigns, or appeals as your organization requires. Each fund, campaign, and appeal must have a unique name.
Add or Edit Funds, Campaigns, and Appeals
To add or edit funds, campaigns, and appeals:
Click Settings.
Click Custom Data.
On the Funds, Campaigns, or Appeals tile, click the Select button.
Tip: To connect to the campaigns settings from the Home dashboard, on the Campaigns tile, click View All.
Create Funds
Funds designate where donations are used in your organization. Most organizations have program-specific funds and an unrestricted fund where donations can be used for any need. Each transaction in Bloomerang CRM must be marked with a fund.
Note: If you have QuickBooks Desktop enabled, see QuickBooks Desktop Feature Setup to set up your funds.
To create a fund:
On the Funds page, click New.
Type a name that is brief, but descriptive of the area where the money will be used.
Tip: Use the same name that you use in your accounting system. This makes syncing your Bloomerang CRM data with your accounting system easier.
Click Default to make this the default fund that is used when you manually enter donations or create online giving forms.
Click Save.
When you enter a new one-time donation, recurring donation, membership, or pledge, you must select a fund.
Create Campaigns
To create a campaign:
On the Campaigns page, click New.
Type a name.
Type in a monetary goal, if applicable. Only active campaigns with goals are displayed on the dashboard.
Click Date Range to set a start date and end date. Setting a date range ensures accuracy of your raised totals on the dashboard if your campaigns are time sensitive.
Calendar Year — The raised amount is calculated by using the current calendar year.
Fiscal Year — The raised amount is calculated by using the current fiscal year. The fiscal year for Bloomerang CRM is set in your organization settings.
Custom — The raised amount is calculated by using the custom date range you add for the campaign. The custom date range is displayed on the dashboard.
Click Save.
Create Appeals
We recommend creating separate appeals for recurring events or solicitation methods. Individual appeals help you to precisely track which appeal generated a donation and can increase your accuracy when comparing the success of your fundraising activities year over year.
For example, if you have the same gala event every year, create an appeal named Gala 2024 Appeal for this year and a separate Gala 2025 Appeal for next year. Deactivate older appeals as needed to keep your data entry clean.
To create an appeal:
On the Appeal page, click New.
In the Name text box, enter a descriptive name for this appeal.
Click Save.
Edit Funds, Campaigns, and Appeals
To edit a fund, campaign, or appeal, click the name from the list.
To change the default fund:
On the Funds page, click the fund you want to make the new default.
Click Default.
Click Save.
Deactivate Funds, Campaigns, and Appeals
Funds, campaigns, and appeals are connected to transactions, so they can't be deleted. However, if you aren't using particular funds, campaigns, or appeals anymore, you can deactivate them.
Warning: If you deactivate a fund in Bloomerang CRM, and that fund appears on a Kindful Fundraising form, transactions do not sync from Kindful Fundraising to Bloomerang CRM.
To deactivate a fund, campaign, or appeal:
Click the down arrow next to the name.
Click Deactivate.
The fund, campaign, or appeal appears in gray, italicized font. Click the Active tag to hide the inactive items from the list.
Deactivated funds, campaigns, and appeals cannot be selected when entering a donation or creating forms.
Remove from Forms
If a fund, campaign, or appeal you want to deactivate is being used in an online form:
Click the form's name in the error message. The form opens in a new browser window.
Choose another option for the fund, campaign, or appeal, or remove it.
Save the form.
Repeat steps 1-3 for every form listed.
Click Try Again.