Between branding updates, staff turnover, and general changes to your organization’s fundraising strategy, it’s a good idea to take stock every now and then to ensure your Bloomerang Fundraising account is up to date. In this article, we’ll walk you through some areas of the Bloomerang Fundraising platform that you may want to audit periodically, including users and notifications, plans and pricing, email content, and more!

In the Users area of the organization-level control panel Settings menu, you can add and remove account users and adjust permissions.

Double-check that everyone listed here is still an active Bloomerang Fundraising user within your organization and remove anyone who no longer needs access.

Also, review which users are listed as Admins. Admins can make changes to your organization’s plans and pricing and will occasionally receive communications that other users may not receive. If a user should not be listed as an Admin, click Edit to change their permission level.

To learn more about users and permissions, check out this article.

Speaking of Admins, the Plans and Pricing page is where you can review your organization’s package subscriptions.

If you need to add a package to get more functionality—or if you’re no longer using a particular package—account admins can make adjustments on this page.

To learn more about changing your organization’s pricing plans, check out this article.

In the Notifications area of the organization-level control panel, you can set up notifications for users at your organization.

There are a lot of notifications users can receive, so it’s a good idea to review who’s receiving notifications and which ones they’re receiving. To edit a user’s notifications, click Manage in the row with the user’s name.

Check out this article to read more about organization-level notification settings.

Each of the emails you send to constituents—including donation receipts—includes a Reply To Email Address. It’s important to make sure that email address is accurate and current so that replies from constituents go to the right person.

Here are few places to double-check the Reply To Email Address you’ve set up:

Access your organization-level donation receipts by clicking Receipts within the Fundraising menu in your left-hand navigation.

Then, click Edit Receipt to view and edit the Reply To Email Address field for each receipt you need to update.

For emails and receipts you've configured at the form level, you’ll need to navigate to the form to edit the Reply To Email Address.

For donation forms and standard event registrations access the receipts area by clicking Receipts in the left-hand navigation menu. For auctions, you can find receipts in the System Emails area within Communications.

For peer-to-peer forms, there are few places you’ll want to review.

Under Share Campaign, you can access System Emails and Email Campaigns.

Email Campaigns have a Reply To Email Address field, which you can customize for each campaign.

System Emails have a Sender Email field.

You can input a new email address in this field, but by default, the field uses a tag to autofill the Contact Email Address you set up in the Campaign Settings. So make sure you double-check the Event Contact Information in your Campaign Settings as well!

Speaking of receipts, while you’re reviewing the Reply To Email Address, it’s a good idea to take some time to review receipt content. This will ensure your messaging is current with your organization’s branding and campaign strategy. It’s also nice to refresh your content every now and then so it doesn’t get stale.

Access your organization-level donation receipts by clicking Receipts with the Fundraising menu. Then, click Edit Receipt to view and edit the Receipt Body for each receipt you need to update.

For emails and receipts you've configured at the form level, you’ll need to navigate to the form to edit the receipt content.

For donation forms, standard event registrations, and auction forms, access the receipts area by clicking Receipts in the left-hand navigation menu.

For peer-to-peer forms, navigate to Share Campaign to customize your System Emails and Email Campaigns.

If you've set up standard events on your donation forms, be sure to review them periodically to confirm you still need them.

You can set events to inactive by clicking the green toggle next to the event’s name. You might want to set an event to inactive if you’re still configuring it and you’re not ready for attendees to register yet.

You can also archive unused events or delete them entirely.

Archiving is great if you think you may want to use an old event again.

The API Access area of the control panel is where you can set up access tokens for third-party integrations and temporary access to the Mobile Virtual Terminal app.

Take some time to review your tokens to make sure they’re still in use. Pay particular attention to the Temporary tokens.

Temporary tokens are generally set up so that a volunteer can access the Mobile Virtual Terminal app to provide on-site support for an event. When the event is over, it’s good practice to clear out the temporary tokens to keep everything tidy for your next event.

To learn more about API Access, check out this article.

Finally, if you’re using Service Integrations, verify the integrations you’ve activated are still active and are exporting when you want them to.

To view your integrations, navigate to the Integrations icon in your left-hand navigation.

If the dot next to an integration’s name is green, it means the API connection is Active.

An orange dot means the connection is Pending, so you’ll want to click the gear icon to review the integration’s settings.

Within the settings, you may need to Re-authenticate the integration so that it can continue exporting.

If there are any integrations you’re no longer using, you can delete them by clicking the trashcan icon to keep your list of integrations tidy.

If you delete an integration and then decide to reactivate it later, you’ll see an option to import the history for the previous integration so you don’t end up with duplicates in your exports.

To read more about specific integration settings, head to this article and then click the link for the integration you’re using.