Bloomerang CRM
How to use Bloomerang CRM
496 articles
Get Started
New to Bloomerang CRM? Start here.
- User & Organization SettingsOverall organization settings in Bloomerang CRM and managing your user accounts14 articles
- Dashboard & NavigationYour home dashboard and how to get around in Bloomerang CRM18 articles
- BillingSubscription info, pay an outstanding balance, and update your organization's payment method2 articles
Penny AI
Ask Penny AI for insights about your data in Bloomerang CRM
Fundraising
Donations, payments, prospecting, funds, campaigns, and appeals
- Donations & PledgesTrack, manage, and process donations and pledges.51 articles
- Bloomerang PaymentsUse Bloomerang Payments, the payment processer built into Bloomerang CRM, to accept and process donations.12 articles
- Transaction ProcessorsSet up payment processors to accept and process donations.15 articles
- Kindful Fundraising with Bloomerang CRMCreate and manage donation pages, crowdfinding causes, donation plugins, text to donate, and events in Kindful Fundraising with Bloomerang CRM..20 articles
- Funds, Campaigns & AppealsFunds, campaigns, and appeals are fields on transactions. These fields help you track why money was donated and what that money is reserved for.4 articles
- Transaction FAQsTrack grants and create your development plan2 articles
- Moves ManagementCreate a moves management plan to cultivate prospective major donors3 articles
Donor Relations
Donor Relations
- GroupsTo increase donor engagement, giving, and retention, use groups to segment your Bloomerang CRM data. Groups are subsets of constituents who share a common trait.7 articles
- Online FormsAdd forms to your website to collect information, fundraise, and sign up members online.38 articles
- ConstituentsConstituents are people or organizations with a relationship to your organization. Track your constituents' engagement wtih your organization.35 articles
- Households & RelationshipsHouseholds help you understand how a family contributes to your organization as a single giving unit.3 articles
- Relationship ManagersTo build and maintain relationships with major donors and potential high-capacity donors, assign a relationship manager. 3 articles
Communications
Communicate and track interactions with your supporters through emails, letters, interactions, surveys, and tasks.
- EmailsEverything you need to communicate with your supporters over email: Technical setup, templates, interests, confirmation emails, reporting, email builder, and more!45 articles
- LettersGenerate and send letters to your supporters17 articles
- TasksUse tasks to create to-do items for your organization3 articles
- Legacy Email EditorInfor for Bloomerang CRM's legacy editor. For help adding and editing images in email templates created after 11/11/2019, go to the Emails category.4 articles
- InteractionsTrack why, how, and when you communicate with donors with interactions.3 articles
- Donor Engagement SurveysAutomatically send engagement surveys to new, existing, or lapsed donors.4 articles
Journey Automation
Create automated communication flows for essential donor outreach
- Get Started with Journey AutomationNew to Journey Automation? Start here.2 articles
- Plan Your AutomationsUse a planning list and customizable templates for ideas.3 articles
- Set Up Journey AutomationGet step-by-by guidance for each entry source.8 articles
- Manage Journey AutomationGet step-by-step guidance for how to manage automations.11 articles
- Learn How Journey Automation WorksGet the technical details about how automations work.4 articles
Reports
Build, run, and schedule reports
Membership Management
Create and manage membership programs
- Get Started with Membership ManagementNew to membership management? Start here.4 articles
- Set Up Your Membership ProgramGet step-by-step instructions for setting up a program and levels.5 articles
- Manage Your Membership ProgramManage your program, members, communications, reporting, and payments.4 articles
- Custom Membership TrackingManage legacy tracking workflows built outside of the Membership Management add-on. 2 articles
Bloomerang CRM Mobile
Fundraise on the go
- Get StartedGet started with the mobile app3 articles
- Tap to PayGet paid in person with one tap4 articles
- Process DonationsProcess donations on your mobile device6 articles
- Research, Manage, and Communicate with ConstituentsResearch, manage, and communicate with constituents from your mobile device8 articles
Manage Your Data
Import data, bulk manage data, and create custom fields
Integrations
Manage connections to third-party tools for accounting, email, NCOA, wealth prospecting, and more
- Intelligent Giving PlatformGet predictive donor intelligence and on-demand research reports4 articles
- DonorSearchWealth prospecting3 articles
- Email IntegrationsMailchimp and Constant Contact8 articles
- NCOA SolutionsConnect Bloomerang CRM with the National Change of Address (NCOA) dashboard.3 articles
- Accounting IntegrationsConnect Bloomerang CRM to and integrate with your organization's accounting system.19 articles
- BenevonBenevon4 articles
- AutomationUse third-party tools and services to automate processes in Bloomerang CRM16 articles
