In this article, we’ll take you on our tour through the navigation of the Bloomerang Fundraising system to ensure you can find all the settings, reporting, and features you love.
Contents:
Forms
The first navigation item on the left side of the screen is Forms.
Clicking this item will display a list of all your forms.
You can search for a specific form at the top of list and click the tag icon to display forms by their info tags, if you’ve assigned tags to forms.
Exit this menu by clicking the X icon.
Dashboard
Clicking this item will return you to the Dashboard.
Reporting
The Reporting navigation item contains links to the general Reports area, the Transactions report, Batches & Settlements for Worldpay users, the Recurring Forecast report, the Recurring Payments report, a list of Donors with accounts, and the Custom Reports area.
Fundraising
The Fundraising navigation item contains links to the Forms and Events area, Givi settings, organization-level Receipts, the Embed widgets area, and Form Tags.
If you have the Text Fundraising package, you’ll also see links to the SMS Management area and the Send Text Messages interface.
Integrations
Clicking the Integrations item will take you to the Service Integrations page in your account.
This page lists your external integrations, such as email service providers and other CRMs. To manage your Bloomerang CRM, go to Platform Settings in the Your Giving Platform menu.
The Bloomerang CRM card on this page will persist for now, but will eventually be removed. Click Go to Platform Settings on the card to open the Platform Settings page.
Data Tools
The Data Tools navigation item contains links to the API Access settings, Data Mapping, the offline Donations Import tool, the Facebook Donations Import tool, and the Donor Summary area.
Please note: You may not see all of these options, depending on your organization’s Plans and Pricing.
Terminal
The Virtual Terminal is where you can process offline donations and event registrations, as well as manage auction events.
Settings
The gear icon houses your Organization Settings, including Organization Information and User Logs, the add and remove Users interface, your monthly Statements, your organization’s Plans & Pricing page, and organization-level admin Notifications.
If you’ve enabled PayPal for your organization, this is also where you’ll find the Manage PayPal page.
If you’re a user for multiple organizations, you can also select Switch Roles to swap between organizations.
Your Giving Platform Menu
The Bloomerang icon at the top of the screen opens the Your Giving Platform menu. This menu gives you one place to manage your platform settings, stay current on product news, and find resources and policies.
From this menu, you can click any of these options:
Platform Settings: Connect and manage your Bloomerang Giving Platform connections, including Bloomerang CRM.
Product Updates: Read recent and past updates to the Bloomerang Giving Platform in our changelog.
Feature Suggestions: Submit and track your ideas for how we can improve the Bloomerang Giving Platform, or vote on suggestions made by other Bloomerang users.
Mobile Apps: Find and download the Bloomerang mobile apps.
Refer a Friend: Refer a friend or colleague to Bloomerang through our referral program.
System Status: View the current status of the Bloomerang Giving Platform.
API Documentation: Read technical documentation for the Bloomerang application programming interface (API).
Terms & Conditions: Read Bloomerang’s terms and conditions.
Privacy Policy: Read Bloomerang’s privacy policy.
Support
The question mark icon at the top right of the screen offers a quick way to get to the home page of the Bloomerang Fundraising Help center. You’ll also find direct links to Bloomerang Learning, the Feature suggestions email address, the Refer a friend form, and the biweekly Product updates. For product updates, feature suggestions, and referrals, see the Your Giving Platform menu.
My Information
The letter at the top right of the screen includes your My profile page and a link to Log out.
App Switcher
Finally, clicking this icon displays links to the login pages for all three Bloomerang Giving Platform apps.
Pro tip: Bloomerang Fundraising and Bloomerang CRM now support a unified login experience. Once you link your accounts, signing into one will automatically give you access to both.