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Bloomerang CRM Mobile App | View Analytics and Monitor Fundraising Activity

Get key high-level metrics on your mobile device.

At events, use the mobile app to monitor real-time fundraising activity. You’ll see a list of the most recent donations, pledges, recurring donations, memberships, and payments.

In this article:

View Analytics

To view analytics:

  1. Open the Bloomerang CRM mobile app.

  2. On the Summary page, view the following:

    • Amount Raised — Total amount, average amount, and number of donations raised this week, this month, and this year
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      Amount Raised analytics

    • Donor Retention — Number and percent of donors retained, show on a wheel graph

    • Campaign Progress — Progress bar that shows the percent completed for each campaign

Monitor Fundraising Activity

Tip: You can choose to get a push notification each time your organization receives a donation. Notifications include the donation amount and the donor's name, and you can filter them to donations from your assigned constituents, a range of donation amounts, or both. To learn more, read Bloomerang CRM Mobile App | Set Up Push Notifications.

To monitor fundraising activity:

  1. Open the Bloomerang CRM mobile app.

  2. Tap Activity.

  3. To refresh the list, pull down the page.
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    Screenshot of the CRM mobile app's Activity Feed. Each donation has its own Video button.

  4. To see the details for a donation, pledge payment, or recurring donation payment, tap that item.
    ​Note: To see details for a pledge schedule, recurring donation schedule, membership schedule, membership payment, refund, or split payment, use the Bloomerang CRM web app. If you tap one of these items in the mobile app, a Not Yet Available message appears.

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