Bloomerang

Dashboards & Navigation 8

• Getting Around Bloomerang - HD
• Dashboard - HDV
• Notifications - HD
• Search - HD
• Donor Retention Wheel Basics - HD

View all 8

User & Organization Settings 5

• Update Organization Settings - HDV
• Update the Fiscal Year - HD
• Add and Edit Users - HD
• User Permissions - HD
• Two-Factor Authentication - HD

Funds, Campaigns, & Appeals 2

• Fund, Campaign, & Appeal Basics - HD
• Create and Manage Funds, Campaigns, and Appeals - HDV

Bloomerang Payments 2

• Connect to Bloomerang Payments - HD
• Bloomerang Payments Payouts - HD

Email Setup 3

• Set Up for Bloomerang Emails - HD
• Set Up SPF - HD
• Email Providers and DMARC - HD

Billing 2

• Access the Billing Portal - HD
• Billing Overages - HD

Custom Fields 3

• Custom Field Basics - HDV
• Create Categories, Custom Fields, and Values - HDV
• Edit Categories, Custom Fields, and Values - HD

Constituents 19

• Constituents - HD
• Create Constituents - HDV
• Edit, Merge, and Delete Constituents - HDV
• Add Social Media Info to Constituents - HD
• Summary Page - HD

View all 19

Donations & Pledges 29

• Donations - HD
• Add or Edit Donations - HDV
• Process Credit Cards & EFT in Bloomerang - HDV
• Unlinking Transactions from Transaction Processors - HD
• Recurring Donations - HD

View all 29

Imports 6

• Set Up Import Files - HD
• Import Data into Bloomerang - HDV
• Import Errors - HD
• Import Fields - HD
• Update Constituents via Import - HD

View all 6

Emails 22

• Create an Email Template - HD
• Edit Email Structure and Settings - HDV
• Edit Email Content - HDV
• Add or Edit Images in Emails - HD
• Send or Schedule Emails - HD

View all 22

Letters 8

• Create a Letter Template - HDV
• Create an Official Donation Receipt for Canada - HD
• Edit a Letter Template- HDV
• Run a Batch of Letters - HD
• Run an Individual Letter - HD

View all 8

Report Basics 11

• Create Reports - HDV
• Report Basics: Reporting Screen - HD
• Report Basics: Work with Reports List - HD
• Report Basics: Add and Edit Columns - HD
• Report Basics: Add Filters - HDV

View all 11

Reports & Filtering 12

• 2022 Email Notifications Error Report
• Use Filters from Another Report - HDV
• Filter for Multiple Criteria - HDV
• Filter for Specific Accounts - HD
• Report on Relationships - HDV

View all 12

Tasks 4

• Tasks - HD
• View Tasks - HD
• Create, Edit, and Complete Tasks - HDV
• Channel and Purpose - HD

Kindful Fundraising 16

• Connect to Kindful Fundraising - HD
• Update Your Account Settings in Kindful Fundraising - HD
• Kindful Fundraising Campaigns - HDV
• Customize Your Main Donation Page in Kindful Fundraising - HD
• Create a Crowdfunding Cause in Kindful Fundraising - HD

View all 16

Forms 29

• Create Online Giving Forms - HDV
• Create Event Registration Forms - HDV
• Create an Email Sign-up Form - HD
• Create Volunteer Activity Forms - HD
• Create Constituent Information Forms - HD

View all 29

Twitter Listening Hub 3

• Twitter Listening Hub - HDV
• Set Up the Twitter Listening Hub - HDV
• Work with the Tweets Feed - HD

Transaction Processors 8

• Payment Processors Integrated with Bloomerang
• Add Stripe to Bloomerang - HD
• Create an Authorize.Net Account through Moolah - HD
• Add Authorize.Net to Bloomerang - HD
• Test Credit Card Transactions in Bloomerang - HD

View all 8

Best Practices and Workflows 21

• Generate Year-End Tax Receipts - HD
• Create a Bloomerang Shortcut on Your Desktop - HD
• Track Volunteers - HDV
• Track Grants - HDV
• Track Memberships - HD

View all 21

Donor Engagement Surveys 4

• Donor Engagement Surveys Basics - HDV
• New Donor Survey Basics - HD
• Existing Donor Survey Basics - HD
• Lapsed Donor Survey Basics - HD

Emails (Legacy Editor) 4

• Edit an Email (Legacy Editor)- HDV
• Add or Edit Images in Letters and Emails (Legacy Editor)- HD
• Best Practices for Email Templates (Legacy Editor) - HD
• Send or Schedule Emails (Legacy Editor) - HDV

Accounting Solutions 8

• Connect to QuickBooks Online - HDV
• Sync Transactions to QuickBooks Online - HD
• Why Didn't My Transaction Sync with QuickBooks Online? - HD
• QuickBooks Desktop Feature Setup - HDV
• QuickBooks Desktop Export - HDV

View all 8

Bloomerang for Benevon 3

• Bloomerang for Benevon Basics - HD
• Bloomerang for Benevon Workflow - HDV
• Benevon Tracking and Benevon Events - HD

Automation 15

• Install Batch Entry with Google Sheets - HD
• Type a Batch with Batch Entry with Google Sheets - HD
• Paste a Batch with Batch Entry with Google Sheets - HD
• Zapier Basics - HDV
• Create a Donation in Bloomerang when a New Order is Created in Eventbrite - HD

View all 15

Major Gifts Solutions 1

• DonorSearch Generosity Details Explained - HD

Event & Peer-to-Peer Fundraising 1

• Qgiv Basics - HDV

Email Integrations 2

• Mailchimp Basics - HDV
• Create a Mailchimp Email Template in Bloomerang - HDV

NCOA Solutions 2

• TrueGivers NCOA Basics - HD
• Report on NCOA Updates - HD

Services & Integrations 3

• Generating Private API Keys in User Settings - HD
• Export Bloomerang Data - HD
• General Data Protection Regulation (GDPR) Explained - HD

Mobile App 2

• iOS: Process Donations with a Mobile Card Reader - HDV
• Android: Process Donations with a Mobile Card Reader - HD

Known Issues 0

Bloomerang Academy - Beginner's Classes 9

• Bloomerang Academy: New User Orientation
• Bloomerang Academy: Bloomerang Constituents and Households - V
• Bloomerang Academy: Bloomerang Gift Entry and Reporting Foundations - V
• Bloomerang Academy: Creating Thank You Letters + NCOA Processing - V
• Bloomerang Academy: Creating and Sending Emails - V

View all 9

Bloomerang Academy - Intermediate Classes 15

• Bloomerang Academy: Get Started with Online Giving - V
• Bloomerang Academy: Imports 101 - V
• Bloomerang Intermediate Class: Design Engaging Emails in Bloomerang - V
• Bloomerang Academy: All About Pledges - V
• Bloomerang Academy: Gift-Entry Guru - V

View all 15

Bloomerang Academy - Advanced Classes 22

• Bloomerang Academy: Loving Your Recurring Donors - V
• Bloomerang Academy: Keeping Your Recurring Donors - V
• Bloomerang Academy: Upgrading Your Recurring Donors - V
• Bloomerang Academy: Giving Tuesday Tips and Tricks - V
• Bloomerang Academy: Year-End Tax Receipts - V

View all 22

Bloomerang Academy: Zero to Sixty 1

• Bloomerang Academy: Zero to Sixty in 55 Minutes

Bloomerang Mobile 2

• Bloomerang iOS Mobile 101 - Video
• Build Stronger Donor Relationships with Bloomerang Mobile

Bloomerang Integration Partners 17

• Bloomerang Academy: Bloomerang + Zapier Integration
• Bloomerang Academy: Bloomerang + Givebutter
• Bloomerang Academy Featuring DonorSearch: Events That Raise Money
• Bloomerang Academy: Bloomerang and DonorSearch Integration
• Bloomerang + Google Sheets through Zapier

View all 17

Getting Started 5

• How do I get started using Bloomerang and how do I access support? - FAQ
• How do I call Bloomerang Support to talk to someone on the phone? - FAQ
• What internet browser should I use with Bloomerang? - FAQ
• How does Bloomerang store data? FAQ
• Bloomerang Platform Security

User Settings and Info 6

• How many users can we have in our database at a time? Can two users be working on the same report/letter/etc at the same time? - FAQ
• Can I create different access rights or security tiers for users? - FAQ
• What is the difference between an Administrator and a Standard user? - FAQ
• I can’t log in. What do I do? - FAQ
• What is the support user? How do I activate the support user? - FAQ

View all 6

Organization Settings 3

• Where is my organization contact information used? Where does it appear other than in my settings? - FAQ
• What email address and phone number should I enter in Organization Settings and what is it used for? - FAQ
• What is NTEE Code and how do I find out what our organization's NTEE Code is? Where is this information used in Bloomerang? - FAQ

Dashboard 4

• What exactly does the retention wheel tell me? - FAQ
• I just entered a donation but my dashboard did not update. Why not? - FAQ
• What is the date range when setting up a campaign? - FAQ
• How do I make a campaign visible on my dashboard? - FAQ

Constituents 14

• How do I search for a constituent? - FAQ
• How is engagement level calculated and what does it tell me? - FAQ
• How do I deactivate a constituent’s profile and what does that mean? - FAQ
• What should I do when I learn a constituent has passed away? - FAQ
• I accidentally created two accounts for the same constituent. How do I merge these together? - FAQ

View all 14

Transactions 13

• What is the difference between a fund, a campaign, and an appeal? - FAQ
• How do I make a donation anonymous? - FAQ
• What do I do with United Way transactions? - FAQ
• How do I change the email address that receives the automatic notifications when someone donates online? Can I have multiple emails receive this notification? - FAQ
• How do I handle gifts of stock? - FAQ

View all 13

Interactions 2

• Can I add interaction purposes or channels? - FAQ
• How do I track event attendance on interactions? - FAQ

Households and Relationships 10

• Do all the members in a household count against my license limit? - FAQ
• What does “Export households” mean in a report? - FAQ
• How and why should I create a household? - FAQ
• How should I name my households? - FAQ
• How many constituents can I group in a household? - FAQ

View all 10

Tasks 1

• Can I import tasks? - FAQ

Custom Fields 2

• How do I change the type of a custom field? - FAQ
• How do I delete a custom field? - FAQ

Reports 3

• What are report types? - FAQ
• I ran a report but it shows a lot more results than I wanted. Even though I told the system to exclude certain types of results, they’re still showing up. - FAQ
• How do I change the name of a report? - FAQ

Letters 3

• What type of letter does a donation Acknowledgment need to be? - FAQ
• How do I send my letter to the household instead of each individual? - FAQ
• I want to list multiple transactions in a letter - FAQ

Emails 7

• Why does my email preview say that zero constituents will receive my email? - FAQ
• How can I reduce the chances of my email being labeled as spam and improve delivery? - FAQ
• Why are some of my emails being sent from mailman.bloomerang-mail.com?
• How do I upload a video from a platform other than YouTube or Vimeo? - FAQ
• Why can’t I upload an image or access the file manager in an email? - FAQ

View all 7

Imports 6

• What type of file can I import into Bloomerang? - FAQ
• What does the import mapping tell me and why is it important? - FAQ
• Can I send Bloomerang Support my import file and can you tell me if it looks okay prior to me running my import? - FAQ
• How does the duplicate check on an import work? - FAQ
• Should I import my whole entire file at once or do a test of a few lines of my file first? - FAQ

View all 6

Online Forms 8

• I’m creating a donation form, and I cannot add an Acknowledgement Email. The dropdown is empty. - FAQ
• How do I run a report to show all donations or interactions created via an online form? - FAQ
• Will the online donation form and/or email signup form do a duplicate check? - FAQ
• How do I get the link of the Bloomerang-hosted form?
• How can I add Bloomerang forms to our WIX website?

View all 8

Services and Integrations 1

• Why don't I see a QuickBooks account available in my QuickBooks Online integration? - FAQ

All Glossary Terms 171

• Account Number
• Account Status
• Acknowledged
• Acknowledgement Status
• Active

View all 171

Videos 0

Constituent Data Review 6

• Conversions Constituent Basic Info and Name Review
• Conversions Personal Information Review
• Conversions Contact Information Review
• Conversions Communication Preferences Review
• Conversions Relationships Review

View all 6

Timeline Data Review 6

• Conversions Standard Transactions Review
• Conversions Interactions Review
• Conversions In-Kind Gifts Review
• Conversions Pledges Review
• Conversions Recurring Gifts Review

View all 6

Custom Fields Data Review 7

• Conversions Constituent Custom Fields Review
• Conversions Transaction Custom Fields Review
• Conversions Interaction Custom Fields Review
• Conversion Custom Field Reports
• Conversions Volunteer Information Review

View all 7