Communications
Communicate and track interactions with your supporters through emails, letters, interactions, surveys, and tasks.
77 articles
Emails
Everything you need to communicate with your supporters over email: Technical setup, templates, interests, confirmation emails, reporting, email builder, and more!
- Customize Year-End Giving Statements (Tax Summaries)Bloomerang CRM
- Email Year-End Giving Statements (Tax Summaries)Bulk email or download individual giving summaries in Bloomerang CRM
- About Year-End Giving Statements (Tax Summaries)Learn how tax summaries work in Bloomerang CRM
- Create and Manage Templates for Constituent EmailsCreate, edit, and delete constituent email templates in Bloomerang CRM
- Create and Preview Emails
- How Can Constituents Subscribe and Unsubscribe from Email Interests?Bloomerang CRM
- Set Up SPF and DKIM for Email Delivery
- Bad Email Addresses
- Send Letters to Constituents Who Opt Out of Mass Emails
- The "You" Test
- Why can’t I upload an image or access the file manager in an email?
- Why does my email preview say that zero constituents will receive my email?
- Email Builder: Write Effective Prompts in the AI Content AssistantThe AI content assistant is an optional tool in Bloomerang CRM that you can use to help draft and refine the emails you send to your constituents.
- Email Builder: Use the AI Content AssistantBloomerang CRM
- Email Content Best Practices
- Add a Donate or Join Button to Constituent Emails and Templates
- Change Communication Restrictions and Email Interests for ConstituentsBloomerang CRM
- BCC to Bloomerang Basics
- Send or Schedule Constituent Emails
- Track and Report on Email Delivery and EngagementBloomerang CRM
- View and Manage Constituent Emails
- Customize Confirmation Emails for Forms
- Edit Email Content
- Monitor Your Spam Complaint Rate
- Use an Email Sender Address from Your Organization's Domain
- Set Up DMARC
- About Email Interests
- Email Interests Best PracticesBloomerang CRM
- Create and Edit Email Interests
- Upload Non-Bloomerang Emails to Constituents
- Why are some of my emails being sent from mailman.bloomerang-mail.com?
- About Form Confirmation Emails for Constituents
- Edit Administrative Settings for Constituent Emails or Templates
- What is General Data Protection Regulation (GDPR)?
- Handle Skipped Recipients when Generating Emails
- Add or Edit Images in Constituent Emails or Templates
- Post Your Newsletter on Your Website
- Email Message Suggestions
- Edit Email Styles and Layout
- Manage Bounced and Dropped Emails
- Edit Administrative Settings for Letters
- BCC to Bloomerang Error Emails
- About Templates for Constituent EmailsLearn about the email templates available in Bloomerang CRM
- Add Anchor Links to Your Email
- Resend Unopened Mass EmailsFilter Bloomerang CRM mass emails for constituents who have not opened a previous email
Letters
Generate and send letters to your supporters
- Acknowledge Donations
- Create a Mailing Report for a Mailing House
- Handle Skipped Recipients When Generating Letters
- Create a Letter Template
- Run Individual Letters
- Filter Letters
- Use the Letter Address File to Perform a Mail Merge
- Mail Year-End Tax Receipt LettersCreate Letters for Tax-Deductible and In-Kind Donations in Bloomerang CRM
- What type of letter does a donation Acknowledgment need to be?
- About Letters
- Edit an Individual Letter
- Edit a Letter Template
- Run a Batch of Letters
- Create an Official Donation Receipt for CanadaCreate monetary and in-kind donation receipts for compliance in Canada
- Create a Tribute Notificant LetterBloomerang CRM
- Writing at the Right Grade Level
- How do I List Multiple Transactions in a Letter?
Tasks
Use tasks to create to-do items for your organization
Legacy Email Editor
Infor 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.
Interactions
Track why, how, and when you communicate with donors with interactions.
Donor Engagement Surveys
Automatically send engagement surveys to new, existing, or lapsed donors.