Each recommendation on the Daily Recommendations tile offers one action you can take right away, without leaving your Home page. This article covers what each action does and what happens after you click it.
To understand where recommendations come from and how they're ranked, read About Recommended Actions on Your Dashboard.
Before You Begin
Recommended Actions is part of the Intelligent Giving Platform, an upgrade to your Bloomerang CRM subscription. To get more information about adding the Intelligent Giving Platform to your subscription, fill out this interest form.
The action you can take depends on your Bloomerang CRM permissions. For example, to create tasks and emails, you must be an administrator, or a standard user with permission to create tasks and emails.
If you don't have permission for an action, the button for that action still appears on the Daily Recommendations tile. When you click an action, a message tells you that you don't have access, and nothing happens to the constituent record.
Create a Task from a Recommendation
Create a task when you want to schedule a follow-up with a constituent and add it to your task list.
To create a task from a recommendation:
Click Home.
On the Daily Recommendations tile, find the recommendation you want to act on.
Click Create Task.
Bloomerang CRM creates the task and assigns it to you, with a due date 48 hours from when you create it. A confirmation message opens with a View Task option, which opens the constituent's record so you can see the task. The task works like any other task. For information about how to edit, complete, or reassign the task, read Create and Manage Individual and Bulk Tasks.
Draft an Email from a Recommendation
Draft an email when you want to write to the constituent now.
To draft an email from a recommendation:
Click Home.
On the Daily Recommendations tile, find the recommendation you want to act on.
Click Draft Email. The Edit Email page opens, and you write and send the message from there. The email isn't sent until you send it.
Research a Constituent from a Recommendation
Research a constituent when you want background on them before you reach out, such as before a major gift conversation.
Important: Generating a ProspectAI report uses your organization's credits. Creating a task and drafting an email do not use credits.
To research a constituent from a recommendation:
Click Home.
On the Daily Recommendations tile, find the recommendation you want to act on.
Click Research Now. Bloomerang CRM starts a ProspectAI research report for that constituent and opens their record. The report takes five to ten minutes to finish. To learn what the report includes, read About the Intelligent Giving Platform.
What Happens After You Act on a Recommendation
After you act on a recommendation from the Daily Recommendations tile, what happens next depends on the type of recommendation:
A confirmation message appears for a task
The Edit Email page opens for an email
The ProspectAI tab opens for research.
The recommendation stays on the Daily Recommendations tile for one day after you act on it, but you can ignore any recommendation you've already handled.
Because every user at your organization sees the same recommendations, more than one person can act on the same recommendation. Coordinate with your team so a constituent doesn't get two emails or two calls about the same thing.