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Report on EU Constituents

Updated over a week ago

The European Union (EU) General Data Protection Regulation (GDPR) takes effect on May 25, 2018. This means that EU constituents must explicitly opt in to receiving communications from your organization.

To see a list of your Bloomerang CRM constituents with an EU address:

  1. Click Reports.

  2. Click New Report.

  3. Click Start from Scratch.

  4. Click Constituents.

  5. In the Include section, click Add Filter, then search for and select Has Addresses.

  6. Click Address, and select Specific Addresses.

  7. Under Address Filters, in the Include section, click Add Filter, then search for and select Country.

  8. Select the following EU member countries:

    • Austria

    • Belgium

    • Bulgaria

    • Croatia

    • Cyprus

    • Czech Republic

    • Denmark

    • Estonia

    • Finland

    • France

    • Germany

    • Greece

    • Hungary

    • Ireland

    • Italy

    • Latvia

    • Lithuania

    • Luxembourg

    • Malta

    • Netherlands

    • Poland

    • Portugal

    • Romania

    • Slovakia

    • Slovenia

    • Spain

    • Sweden

  9. Click OK, then click OK again.

  10. Add the following columns:

    • Communication Restrictions

    • Email Interest Type. This will show either All, Custom, or Opted Out.

    • Email Interest. This will show all email interests each constituent is subscribed to.

  11. Save your report.

If you would like to reach out to these constituents to update their communication preferences, you can reference this report in letters and emails.

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