Bloomerang CRM
Info about using Bloomerang CRM
482 articles
Getting Started
Getting Started
How do I get started using Bloomerang CRM and how do I access support?
Database Management Essentials
How do I call Bloomerang Support to talk to someone on the phone?
Social Media Best Practices
How does Bloomerang store data?
Log in to Multiple Bloomerang Applications with Single Sign-on
Security Best Practices for Single Sign-OnFollow the best practices outlined in this article to minimize risk, protect sensitive donor data, and get the full benefit of the Bloomerang Giving Platform’s Single Sign-On (SSO) functionality.
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 CRM17 articles
BillingSubscription info, pay an outstanding balance, and update your organization's payment method2 articles
ConversionsConvert your database to Bloomerang CRM5 articles
Journey Automation
Create automated communication flows for essential donor outreach.
View, Manage, and Report on Automation Emails
Pause Automations, Edit Paused Automations, and Republish Paused Automations
Celebrate Donor Anniversaries
Celebrate Constituent Birthdays
Plan Your Automations
How Constituents Enter, Complete, Exit, or Re-Enter Automations
About Journey Automation
Create and Publish Automations
About Entry Sources in Automations
About the 24-Hour Hold for Journey Automation
Create Multi-Step Campaigns and Appeals for Groups
Acknowledge Next Donations
Manage Automations
Copy Automations
Send Test Emails from Automations
About Automation Priority
Archive Automations
Delete Draft Automations
Acknowledge Initial Payments for Memberships
Quickstart: Automate Donation Acknowledgements
Acknowledge Initial Payments for Recurring Donations
Acknowledge First-Ever Donations (Send a Welcome Series)
View Automation Analytics
Set or Edit the Automation Priority
Remove Constituents from Automations
Analytics & Reporting
Reporting & Analytics
Bloomerang CRM Mobile
Bloomerang Mobile
Bloomerang CRM Mobile App | Process Donations with Tap to Pay
Bloomerang CRM Mobile App | View Analytics and Monitor Fundraising Activity
Bloomerang CRM Mobile App | Add and Manage Tasks
Bloomerang CRM Mobile App | Communicate with Constituents
About the Bloomerang CRM Mobile App
Bloomerang CRM Mobile App | What is Tap to Pay?
Bloomerang CRM Mobile App | Payment Methods
Bloomerang CRM Mobile App | Add Donations
Bloomerang CRM Mobile App | Payment Processors
Bloomerang CRM Mobile App | Add and Manage Attachments
Bloomerang CRM Mobile App | Add and Manage Interactions
Bloomerang CRM Mobile App | Manually Enable Tap to Pay
Bloomerang CRM Mobile App | Troubleshoot Tap to Pay
Bloomerang CRM Mobile App | Process Donations with a Mobile Card Reader
Bloomerang CRM Mobile App | User Permissions
Bloomerang CRM Mobile App | Add Quick Donations
Bloomerang CRM Mobile App | Add and Edit Constituents
Bloomerang CRM Mobile App | Download, Install, and Log In
Bloomerang CRM Mobile App | Find and View Constituents
Bloomerang CRM Mobile App | Add and Manage Notes
Bloomerang CRM Mobile App | Acknowledge Donations with Video Emails
Data Management
Data Management
Membership Management
Membership Management
How Do Constituents Join a Membership Program Online or Renew?
Membership Groups
Create and Manage Membership Forms
Build a Custom Workflow to Track Memberships
Run Reports for Membership Programs
Convert Recurring Donation Schedules to Membership Schedules
Move from Custom Membership Tracking to the Membership Management Add-On
View Membership Information for Constituents
Create, Edit, Upgrade/Downgrade, and End Memberships
Confirmation and Receipt Emails for Memberships
Add, Edit, or Apply Membership Payments
Create and Manage Membership Programs and Levels
Plan Your Membership Program
About Memberships
Membership Emails and Letters
Third Party Integrations
Integrations
Accounting Solutions & IntegrationsConnect Bloomerang CRM to and integrate with your organization's accounting system.19 articles
NCOA SolutionsConnect Bloomerang CRM with the National Change of Address (NCOA) dashboard.3 articles
Services & IntegrationsThird-party services and integrations.16 articles
AutomationUse third-party tools and services to automate processes in Bloomerang CRM16 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.39 articles
ConstituentsConstituents are people or organizations with a relationship to your organization. Track your constituents' engagement wtih your organization.34 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
Fundraising
Fundraising
Donations & PledgesTrack, manage, and process donations and pledges.46 articles
Bloomerang PaymentsUse Bloomerang Payments, the payment processer built into Bloomerang CRM, to accept and process donations.7 articles
Transaction ProcessorsSet up payment processors to accept and process donations.17 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.5 articles
Transaction FAQsHelp with tracking grants, managing major donor cultivation, and membership reports.4 articles
Communications
Communicate and track interactions with your supporters with 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