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.
Seeing a different constituent header and Summary page than the ones shown here? Bloomerang is rolling out a redesign in stages. This article covers the current design. To learn what's changing, read Redesigned Constituent Profiles: What's New.
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:
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 the profile picture to add or edit the image.
Status/Type — If a constituent has been marked inactive or deceased, the status appears by the profile picture.
Household — Click the household name to go to the household account summary page.
Primary Contact Information — Click the email address link to open your email application in a new tab. Click the address link to open a map with the address location in a new tab.
You can click the down arrow to add a new donation, pledge, membership, interaction, task, note, or relationship.
Summary
The Summary tab shows you key information about a constituent. For information about what appears on this tab, read About the Constituent Summary.
Profile
The Profile tab includes the constituent's:
Contact information (address, email, and phone)
Demographic
Communication preferences
Groups
Memberships (if you have the membership management add-on)
Giving statements
Custom field data
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.