A constituent is any person or organization connected to your organization: donors, prospects, volunteers, staff, businesses, and more. Each one is part of the story of your cause.
Create an account for every constituent to track how they engage over time. This article explains what you'll find on each constituent account.
Individual and Organization Constituents
You can create two types of constituents:
Individual: A person
Organization: A business, company, foundation, or any other entity. Organization accounts include the name of the organization and its primary contact.
Tip: Run a report to see a list of all constituents.
Constituent Accounts
Constituent accounts have a header and these tabs:
If the Intelligent Giving Platform is part of your subscription, the ProspectAI tab also appears on constituent accounts. The Intelligent Giving Platform brings real-time, predictive donor intelligence directly into Bloomerang CRM.
Header
Individual and organization constituent accounts have a header that shows a profile picture (if you added one), donor status, constituent's name, constituent's household if applicable, and the primary contact information.
Profile picture — Click to add or edit the image.
Household — Click the household name to go to the household account summary page.
Primary email address — Click the email address to open your email application in a new tab.
Primary phone number
Primary physical address — Hover over to view the full address. Click Copy
to copy the address.
To add a new donation, pledge, recurring donation, membership, interaction, task, note, or relationship, click New.
Summary
The Summary tab shows you key information about a constituent. If the Intelligent Giving Platform is part of your subscription, donor intelligence and recommended actions also appear here.
For detailed information about what appears on the Summary tab, read About the Constituent Summary.
Profile
The Profile tab includes the constituent's:
Basic information: Status (active, inactive, or deceased), formal name, envelope name, and recognition name
Personal information: Gender, birthdate, employer, job title, website, LinkedIn, Facebook, and Twitter (X)
Contact information: Physical addresses, email addresses, and phone numbers
Physical addresses: Home, vacation, and work addresses
Giving Level: General donor, mid donor, or major donor
Communication preferences: The constituent's preferred communication method, any communication restrictions, and email interests.
Groups: If the constituent belongs to Bloomerang groups (managed by Bloomerang) or user groups (managed by your organization)
Memberships: If you have the membership management add-on
Giving statements: A tax summary for each year that you can download as a PDF file.
Custom field data: If you have custom fields, those appear here.
Timeline
The Timeline tab shows a a list of all transactions, interactions, tasks, and notes for the constituent in either a timeline or list view. Click a transaction, interaction, task, or note to open it.
For more information, read About the Constituent Timeline.
Relationships
The Relationships tab is where you:
View and manage the Relationship Manager for this constituent.
Add this constituent to a new or existing household.
Add and manage relationships to other constituents.
