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Knowledge base
Getting Started
Dashboards & Navigation
8
Getting Around Bloomerang - HD
Dashboard - HDV
Notifications - HD
Search - HD
Donor Retention Wheel Basics - HD
See all 8 articles
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
1
Billing Overages - HD
Help Articles
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
See all 19 articles
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
See all 29 articles
Imports
6
Set Up Import Files - HD
Import Data into Bloomerang - HDV
Import Errors - HD
Import Fields - HD
Update Constituents via Import - HD
See all 6 articles
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
See all 22 articles
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
See all 8 articles
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
See all 11 articles
Reports & Filtering
11
Use Filters from Another Report - HDV
Filter for Multiple Criteria - HDV
Filter for Specific Accounts - HD
Report on Relationships - HDV
Report on Households - HDV
See all 11 articles
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
See all 16 articles
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
See all 29 articles
Twitter Listening Hub
3
Twitter Listening Hub - HDV
Set Up the Twitter Listening Hub - HDV
Work with the Tweets Feed - HD
Transaction Processors
7
Add Stripe Connect to Bloomerang - HD
Create an Authorize.Net Account through Moolah - HD
Add Authorize.Net to Bloomerang - HD
Test Credit Card Transactions in Bloomerang - HD
Deactivate a Transaction Processor - HD
See all 7 articles
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
See all 21 articles
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
Services and Integrations
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
See all 8 articles
Bloomerang for Benevon
3
Bloomerang for Benevon Basics - HD
Bloomerang for Benevon Workflow - HDV
Benevon Tracking and Benevon Events - HD
Automation
14
Install Batch Entry with Google Sheets - HDV
Create and Upload Transactions Using Batch Entry with Google Sheets - HDV
Zapier Basics - HDV
Create a Donation in Bloomerang when a New Order is Created in Eventbrite - HD
Create an Interaction in Bloomerang when a New Attendee Registers in Eventbrite - HD
See all 14 articles
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
Bloomerang Mobile
iOS Mobile App
2
Process Credit Cards with Stripe's Credit Card Swiper - HDV
Required Swiper Firmware Update
Known Issues
1
iOS App Freezing/Not Responding
Bloomerang Academy
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
See all 9 articles
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
See all 15 articles
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
See all 22 articles
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
See all 17 articles
Frequently Asked Questions
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
See all 6 articles
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
See all 14 articles
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
See all 13 articles
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
See all 10 articles
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
See all 7 articles
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
See all 6 articles
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?
See all 8 articles
Services and Integrations
1
Why don't I see a QuickBooks account available in my QuickBooks Online integration? - FAQ
Glossary
All Glossary Terms
171
Account Number
Account Status
Acknowledged
Acknowledgement Status
Active
See all 171 articles
Conversions
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
See all 6 articles
Timeline Data Review
6
Conversions Standard Transactions Review
Conversions Interactions Review
Conversions In-Kind Gifts Review
Conversions Pledges Review
Conversions Recurring Gifts Review
See all 6 articles
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
See all 7 articles
