View Groups

View a list of all groups in Bloomerang CRM, details for each group, and group members.

To learn how groups and donor segmentation benefit your organization, Read About Groups.

View All Groups

To view a list of all groups in Bloomerang CRM, from the navigation menu, click Groups . The Groups Summary page opens.

To help get you started with donor segmentation, Bloomerang CRM automatically adds several groups and manages some of those for you:

Group Type	Based On	Managed By	Groups
Bloomerang Donor Groups (dynamic)	Financial giving (donor lifecycle)	Bloomerang CRM	Current Donors: Donors with transactions in the last 13 months Lapsed Donors: Donors without transactions in the last 13 months New Donors: Donors with first transactions in the last 13 months Prospective Donors: Constituents with no transactions and who are not inactive or deceased Recaptured Donors: Lapsed Donors who became Current Donors Recurring Donors: Donors with at least one active recurring donation schedule Retained Donors: Current Donors who give additional gifts If your subscription includes membership management, Bloomerang CRM also creates and manages groups for each membership level.
Bloomerang Static Groups	Time investment	Your organization	Board Member: Constituents who are members of your organization’s board of directors Former Board Member: Constituents who are former members of your organization’s board of directors Staff: Constituents who are staff members of your organization Volunteer: Constituents who are volunteers at your organization. If you have the Bloomerang Volunteer add-on, this group automatically includes constituents synced from Bloomerang Volunteer.

A Bloomerang icon Bloomerang CRM group icon indicates groups that Bloomerang CRM creates automatically. A blue lightning icon indicates groups that Bloomerang CRM manages automatically.

The Name, Member Count, Date Created, and Last Modified date appear for each group. Click any column to sort the list.

Member Count Calculation

The Member Count is the total number of constituents in the group. Household members are counted as individuals. If any household member is active, the household is active.

Member Count for Bloomerang-Managed Groups

Bloomerang CRM adds all members of a household to Bloomerang-managed groups.

For example, Chris and Pat Smith are a household. Chris donates and becomes a member of the Current Donors group. Chris automatically becomes a member because Bloomerang CRM manages that group. Pat does not donate but also automatically becomes a member of the Current Donors group because of Chris’ donation. After Chris donates, the Member Count for the Current Donors group increases by two.

If you convert a household member’s donation to a pledge payment for another household member’s pledge, the group membership updates the same for both members.

Bloomerang Donor Groups include inactive or deceased constituents who are household members if their household is active. Otherwise, Bloomerang Donor Groups do not include inactive individuals or organizations, or deceased individuals.

Member Count for Groups Managed by Your Organization

You can add only single constituents to groups that you manage.

For example, if you manually create a new group and add one member of a household, Bloomerang CRM does not automatically include the other members of that household in the Member Count. However, the other household members are included in the transaction-based analytics. Read View Groups Analytics.

For groups that your organization manages, you can add inactive or deceased constituents.

Bloomerang Donor Groups Membership

For Bloomerang Donor Groups, qualifying transactions determine group membership. Qualifying transactions are revenue transactions and soft credits on one-time donations.

Revenue transactions are:

Single donations
Pledge payments
Recurring payments
Membership payments

For pledges, recurring donations, and memberships, only the payments count as revenue transactions. The schedules do not count as revenue transactions.

Soft credits linked to pledge schedules and recurring schedules do not count as revenue transactions.

Note: Unlike other dynamic groups, constituents are added to the Prospective Donors group if they have no qualifying transactions.

Add Groups

To add a new group from the Group Summary page, click Add.

For detailed instructions, read Add and Delete Groups and Members.

View Group Details

To see details about a group, click the group name. The Group Details page opens. On this page, you can view:

Group description
Last modified date
Analytics
Group members

Certain groups also display constituent giving levels. These include:

Current
Lapsed
Recurring
Retained
Recaptured
New

At the top of the Groups Detail page, view a revenue and transaction summary, a month over month giving chart, and graphs for age and gender demographics.

For more information about analytics, read View Group Analytics.

View Group Members

In the Group Members section, see a list of all constituents who are members of this group.

Individuals and organizations can be group members. For each group member, you can view the name, status, email, phone, address, and the latest transaction amount and date.

To sort the list, click any column except the Address column.

To segment the group further, apply filters:

Click Filter Results.
Select one or more filters:
- Constituents: Individual or Organization
- Status: Active, Inactive, Deceased
- Bloomerang Donor Groups: Prospective, Current, Lapsed
- Donor Types: New, Retained, Recaptured, Recurring
- Name: Name, Account Number, Head of Household, Primary Contact
- Email: Has Email (Home or Work; Valid or Invalid) or No Email
- Phone Number: Home, Work, Mobile, Fax
- Address: Has Address (Home, Work, Vacation; Valid or Invalid) or No Address:
- Employer: Has Employer or No Employer
If you select Name filters, in the adjacent text box, enter search terms for those fields in constituent records.
To remove filters, select Filter Results > Reset All Filters.

Add or Delete Members and Edit or Delete Groups

In the Group Members section, select Action to add members to the group, edit the group name or description, or delete the group.

To remove members, select the check box next to the member name and then select Action > Remove.

For detailed information, see Add and Manage Groups and Members and Delete Groups.

Note: If you have the Standard User permission level and view-only access for constituents, you cannot add, edit, or delete groups, add group members, or remove group members. Read User Permissions.