Bloomerang CRM

How to use Bloomerang CRM

496 articles

2025 Enhancement Recap

Get Started

New to Bloomerang CRM? Start here.

How do I get started in Bloomerang CRM and how do I get help?

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?

User & Organization SettingsOverall organization settings in Bloomerang CRM and managing your user accounts_{14 articles}

Dashboard & NavigationYour home dashboard and how to get around in Bloomerang CRM_{18 articles}

BillingSubscription info, pay an outstanding balance, and update your organization's payment method_{2 articles}

Penny AI

Ask Penny AI for insights about your data in Bloomerang CRM

Get Started with Penny AIBloomerang CRM

Penny AI: Use the Prompt Library to Learn What Penny Can Do for You

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 plan_{2 articles}

Moves ManagementCreate a moves management plan to cultivate prospective major donors_{3 articles}

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}

Intelligent Giving PlatformGet predictive donor intelligence and on-demand research reports_{4 articles}

Communications

Communicate and track interactions with your supporters through emails, letters, interactions, surveys, and tasks.

GDPR and Communication Opt-insBloomerang CRM

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 supporters_{17 articles}

TasksUse tasks to create to-do items for your organization_{3 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

Reporting BasicsGet started with reporting and reporting fundamentals._{15 articles}

Reports & FilteringBuild reports for specific scenarios and topics_{17 articles}

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}

Volunteer Management

View Data Synced from Bloomerang Volunteer

Track Volunteer Activity

About Bloomerang Volunteer

Bloomerang CRM Mobile

Fundraise on the go

Get StartedGet started with the mobile app_{3 articles}

Tap to PayGet paid in person with one tap_{4 articles}

Process DonationsProcess donations on your mobile device_{6 articles}

Research, Manage, and Communicate with ConstituentsResearch, manage, and communicate with constituents from your mobile device_{8 articles}

Manage Your Data

Import data, bulk manage data, and create custom fields

Data ToolsImport data into Bloomerang CRM or clean up your Bloomerang CRM data._{22 articles}

Custom FieldsCustom fields allow you to customize Bloomerang CRM to capture whatever data is most important to your organization._{4 articles}

Integrations

Manage connections to third-party tools for accounting, email, NCOA, wealth prospecting, and more

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._{17 articles}

AutomationUse third-party tools and services to automate processes in Bloomerang CRM_{16 articles}