After you add an online giving form to your website, your donors can make these types of donations online:
One-time donations
Recurring donations
Donors can also join your membership program online.
Tip: Donors can’t create pledges online, but you can create pledges for them in Bloomerang.
Donate Online
To make a one-time or recurring donation online, your supporters follow these steps:
Go to your website.
Go to your online giving form.
Note: If your website doesn’t have a security certificate, donors must click a Donate button, which opens a secure Bloomerang-hosted version of your form. Read more about this.Enter the Amount.
To make a recurring donation:
Select Show My Support by Making This a Recurring Donation.
Select the Frequency: Daily, weekly, monthly, quarterly, or yearly. This setting appears only if you select Allow Donor to Select Frequency in the form settings.
Select the Start Date. This setting appears only if you select Allow Donor to Select the Date in the form settings.
(Optional) Select to help cover transaction fees. The amount calculates automatically based on payment processing fees. This option appears only if you select Allow Donor to Offset Fees in the form settings.
Enter Contact Information.
(Optional) Enter Comments.
If asked, select I’m Not a Robot. Read more about reCAPTCHA.
Enter the Payment Information:
Debit Card
Credit Card
Savings or Checking — Appear if you select Allow Donation via EFT in the form settings.
Apple Pay, Google Pay, PayPal, or Venmo — Which digital wallets appear depends on a few factors. Read about digital wallets.
Click Donate Now. This button includes the total donation amount.
Donors paying with a digital wallet follow a prompt from Apple Pay, Google Pay, PayPal, or Venmo to verify the payment. For example, depending on the donor’s device type and settings, Apple Pay prompts the donor to double-click or use Touch ID (fingerprint recognition) to pay.
A thank-you page appears.
What Happens After an Online Donation?
Emails
Bloomerang CRM emails your donors when they donate online and when donation payments are automatically processed:
Confirmation email — Bloomerang emails a form confirmation to your donor. You can customize the confirmation email in the donation form settings. If you send separate acknowledgement emails, make sure the confirmation email has the purpose type Receipt, not Acknowledgement.
Receipt email — Bloomerang emails a receipt to your donor when a payment is auto-processed if you enable online payment confirmation receipts. You can customize receipts. You can also send a different type of receipt for different types of donations.
Acknowledgement email — Bloomerang emails an acknowledgement if you have journey automation or scheduled emails set up to send acknowledgements. Read about acknowledgements.
Constituent Information
After an online donation, Bloomerang CRM creates and updates constituent information:
Creates a constituent account, unless one exists already
Adds the donation to the constituent’s timeline
Updates the constituent’s giving summary
Recalculates the constituent’s engagement level
Adds the constituent to one or more Bloomerang CRM Donor Groups, which are based on donor lifecycle stages (New, Current, Retained, and others)
If the donor selects to make the donation recurring, Bloomerang CRM saves the payment method to the constituent’s account for later use (for cards, EFT, and digital wallets).
Journey Automation
If you use journey automation, a donation can qualify a donor to enter a donation automation.
Analytics
After an online donation, Bloomerang CRM updates other data: