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Donor Relations

Donor Relations

86 articles
Groups

To increase donor engagement, giving, and retention, use groups to segment your Bloomerang CRM data. Groups are subsets of constituents who share a common trait.

Run Reports for Groups
View Group Analytics
View Groups
Delete Groups
Identify Prospective Donors
Add and Manage Groups and Members
About Groups
Online Forms

Add forms to your website to collect information, fundraise, and sign up members online.

Create Online Giving Forms
Form Notification Emails
Apple Pay on Online Giving Forms
How can donors cover transaction processing fees?
Host Forms Securely
How Do Constituents Register for an Event Online?
Create Event Registration Forms
Can Bloomerang CRM forms accept international donations?
Create Volunteer Activity Forms
Change BluePay TPS in Self-Hosted Forms
Create Constituent Information Forms
Insert Website Tracking Snippet into Wordpress
What is PCI Compliance?
Update Self-Hosted Forms for Bloomerang Payments
Will the online donation form and/or email signup form do a duplicate check?
Update Self-Hosted Forms for Stripe Connect
Track Free Events
Track Paid Events
Edit Forms
How Secure Is the Donation Form?
Customize Secure Bloomerang-Hosted Forms
How do I get the link of the Bloomerang-hosted form?
Add Bloomerang Forms to Your Website
Prevent Fraudulent Transactions
Update Self-Hosted Forms for CAPTCHA
Create Email Sign-up Forms
Update the Transaction Processor for Forms
Get Started with Online Giving
Test Forms with Authorize.net and EFT Transactions
Increase Form Security with reCAPTCHA
Create, Edit, and Revert Custom Self-Hosted Forms
Find the iframe Domain for Embedded reCAPTCHA
Track Communication Opt-ins
How do I run a report to show all donations or interactions created through an online form?
I’m creating a donation form, and I cannot add an Acknowledgement Email. The dropdown is empty.
Add Multiple Forms to One Web Page
Test Forms with Interactions
Update Self-Hosted Forms for Depreciated TLS
Which countries are included in the country dropdown?
Constituents

Constituents are people or organizations with a relationship to your organization. Track your constituents' engagement wtih your organization.

Add Social Media Info to Constituents
Attachment Basics
How do I search for a constituent?
How should I add email addresses when I do not have a name for the constituent?
How do I add a title or suffix to the list of options?
What are the available suffixes in Bloomerang CRM?
What are the available titles in Bloomerang CRM?
What does Primary mean on email, address, and phone? How do I change the Primary email, address, or phone?
Website Visits
DonorSearch Basics
Create Constituents
Enter Spouse Data
How is engagement level calculated and what does it tell me?
Tributes
About Relationships and Households
Review and Merge Duplicate Constituents
Edit, Merge, and Delete Constituents
Change the Constituent Type to Individual or Organization
Add, Edit, and Delete Notes
How Can Constituents Update Their Own Email Address?
Add and Manage Profile Pictures
What do I do when an organization has multiple primary contact people?
How do I deactivate a constituent’s profile and what does that mean?
How are the name fields auto-populated?
Enter Multiple Contacts for Organizations
Enter International Addresses and Phone Numbers
Do inactive constituents count towards our account license limit?
Add and Manage Profile Pictures - V
Add and Manage Attachments
About the Constituent Timeline
About Constituents
About the Summary Page
About Giving Levels
What do I do if a constituent passes away, and how do I mark a constituent as deceased?
Relationship Managers

To build and maintain relationships with major donors and potential high-capacity donors, assign a relationship manager.

Run Relationship Manager Reports
About Relationship Managers
Assign, View, Reassign, and Remove Relationship Managers