Donor Relations
Donor Relations
85 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.
- Create Reports for Constituent Groups
- View Analytics for Constituent Groups
- View Constituent GroupsMonitor your constituent groups in Bloomerang CRM
- Delete Constituent Groups
- View Prospects in the Prospective GroupBloomerang CRM
- Add and Manage Constituent Groups and MembersCreate constituent groups in Bloomerang CRM
- About Constituent GroupsUse groups to segment constituents in Bloomerang CRM
Online Forms
Add forms to your website to collect information, fundraise, and sign up members online.
- Create Online Giving FormsCreate online giving forms so your supporters can donate online. Transactions are automatically processed and added to Bloomerang CRM.
- Form Notification Emails for Constituents
- Apple Pay on Online Giving Forms
- How can donors cover transaction processing fees?
- Host Forms Securely
- How Do Constituents Register for an Event Online?Constituents can register online for events you set up in Bloomerang CRM
- Create Event Registration FormsBloomerang CRM
- Can Bloomerang CRM forms accept international donations?
- Create Volunteer Activity Forms
- Change BluePay TPS in Self-Hosted FormsBloomerang CRM
- 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?Get a direct link to standard donation and event registration forms in Bloomerang CRM
- Add Bloomerang Forms to Your WebsiteHost Bloomerang CRM forms on your website using a code snippet
- 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 EFT Transactions Through Authorize.net
- Increase Form Security with reCAPTCHAIf you plan to embed Bloomerang CRM forms on your website, enable reCAPTCHA.
- Create, Edit, and Revert Custom Self-Hosted Forms
- Find the iframe Domain for Embedded reCAPTCHA
- 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
- Create ConstituentsAdd constituents in Bloomerang CRM
- Enter Spouse Data
- How is engagement level calculated and what does it tell me?
- Create TributesBloomerang CRM
- About Relationships and HouseholdsFind best practices and frequently asked questions for managing relationships and households in Bloomerang CRM
- Review and Merge Duplicate ConstituentsBloomerang CRM
- 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 PicturesAdd and manage profile pictures in Bloomerang CRM to help you recognize constituents when meeting them in person.
- 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 Attachments
- About the Constituent Timeline
- About Constituents
- About the Constituent SummaryBloomerang CRM
- About Giving Levels
- What do I do if a constituent passes away, and how do I mark a constituent as deceased?Update records for deceased individuals following industry best practices
- About the Generosity ScoreBloomerang CRM
- Redesigned Constituent Profiles: What’s New
Households & Relationships
Households help you understand how a family contributes to your organization as a single giving unit.
Relationship Managers
To build and maintain relationships with major donors and potential high-capacity donors, assign a relationship manager.