On the Constituent Dashboard, see information about your constituents all in one place.
See a list of all constituents or filter the list to see certain segments. Search for constituents and add new constituents. Add a new donation, interaction, or note for a constituent. Enable analytics to see visual indicators of new activity and trends.
In this article:
View the Constituent Dashboard
To view the Constituent Dashboard, click Constituents.
Search for Constituents
Search for constituents at the top of the Constituent Dashboard page, or on any page in Bloomerang CRM.
To learn how constituent searches work in Bloomerang CRM, and for advanced tips, see Search.
Use the Constituent List
View a list of all constituents and basic information, and perform quick actions.
To refine the constituent list, click:
All: See all of your constituents. By default, 25 constituents appear on each page. To see more or fewer rows on each page, click Rows Per Page.
Recents: See the constituents you worked with while currently logged in to Bloomerang CRM.
Filter Results: Filter the constituent list by segment and other criteria. For more information about filters, see the Filter Results section on this page.
To add a new constituent, click Add Constituent. See Create Constituents.
By default, constituents are in alphabetical order by first name or organization name.
To sort the list, click a column:
Name: Constituent's first name and last name, or the organization name, and the account number. Click a constituent name to go to their profile.
Email: Primary email address
Phone: Primary phone number
Address: Primary address
Status: Assigned constituent status (Inactive or Deceased)
Latest Transaction Amount: Amount of most recent transaction on the timeline
Latest Transaction Date: Date of the most recent transaction on the timeline
Action: Add a new donation, interaction, or note
To sort the list in the reverse order, click the column again.
If the contact information is missing for a constituent, the field is empty. Edit a constituent profile to add contact information.
Filter Results
By default, all constituents and households are listed. Use filters to narrow down the constituent list.
Use filters in any combination:
Constituents: Filter by constituent type or status.
Types: Individual, Organization, Household
Status: Active, Inactive, Deceased
Bloomerang Donor Groups: Filter by constituent analytics.
Donor Lifecycle Stage: Prospective, Current, Lapsed
Donor Types: New, Retained, Recaptured, Recurring
Name: Search or limit the search based on these fields: Name, Account Number, Head of Household, Primary Contact.
Contact information: Filter whether or not a constituent has an email, phone number, or address.
Email: Also filter by email type (Home, Work), and whether the email is Valid or Invalid.
Phone Number: Also filter by phone type (Home, Work, Mobile, Fax).
Address: Also filter by email type (Home, Work, Vacation), and whether the address is Valid or Invalid.
Employer: Filter whether or not a constituent's Employer is filled out. You can also search for a specific employer.
Note: You can filter the Constituent List by Employer, but cannot add a column for Employer.
Filters are applied to the constituent list, including Recents.
To clear your selection, click Reset All Filters. Filters automatically reset when you navigate away from the page.
Constituent Analytics
Constituent Analytics provides an at-a-glance view of fundraising effectiveness around donor cultivation, acquisition, and retention.
Constituents: Total number of individuals and organizations whether or not they are in a household.
New This Month: Constituents created in this current month.
New This Year: Constituents created in this current calendar year.
Donors by Lifecycle Stage: All Donors (households, individuals not in an household, or organizations not in a household with a status of Active) are categorized under one of these Lifecycle Stages:
Prospective: Constituents who have no transactions and who aren't inactive or deceased.
Current: Donors who have a transaction on their timeline dated within the last 13 months.
Lapsed: Donors who have a transaction on their timeline dated more than 13 months ago.
Lifecycle Total: The total number of donors in the three lifecycle stages.
New This Month: Donors created in this current month.
New This Year: Donors created in this current calendar year.
Donor Types: Current or Lapsed Donors may also be categorized under one or more of these Donor Types:
New: A Donor whose first gift is within the last 13 months. This designation is removed when the Donor makes an additional gift or becomes Lapsed. New Donors can only be a Current Donor in the Donor Lifecycle Stages.
Retained: A Current Donor who makes an additional gift. This designation is removed when the Donor becomes Lapsed. Retained Donors can only be a Current Donor in the Donor Lifecycle Stages.
Recaptured: A Lapsed Donor who makes a gift and becomes a Current Donor. This designation is removed when the Donor becomes a Retained Donor or a Lapsed Donor. Recaptured Donors can only be a Current Donor in the Donor Lifecycle Stages.
Recurring: A Donor who has at least one active recurring donation schedule. Pledges are not included in this designation. Recurring Donors can be a Prospective, Current, or Lapsed Donor in the Donor Lifecycle Stages. Prospective Donors who have a recurring donation schedule but who have not made the first payment are considered Recurring Donors.
To hide the analytics view, click Analytics.