Constituents

Manage constituent information in Bloomerang.

Constituents - HD
Constituent refers to accounts that you enter into Bloomerang. Any person or organization who has a relationship to your organization can be entered as a co...
Wed, 28 Oct, 2020 at 7:53 AM
Create Constituents - HDV
A constituent is any person or organization that has a relationship with your organization. Constituent accounts come in two flavors: individual and orga...
Wed, 20 Nov, 2019 at 4:41 PM
Edit, Merge, and Delete Constituents - HDV
From a constituent's Profile tab, you can edit her personal information, merge accounts, change the account type, or delete an account. Edit Profile...
Thu, 3 Sep, 2020 at 10:21 AM
Add Social Media Info to Constituents - HD
You can store each constituent's Facebook, Twitter, and LinkedIn info in Bloomerang. Bloomerang then links directly to the constituent's profile...
Wed, 29 Nov, 2017 at 8:45 PM
Summary Page - HD
The Summary page shows you an overview of the constituent account. It pulls in information from the other pages on the account to show you: A giving summa...
Tue, 26 Jan, 2021 at 11:46 AM
Timeline - HD
The Timeline page shows all a constituent's date-based activities. This includes: All transactions Interactions (including mass emails) Notes Task...
Wed, 30 Sep, 2020 at 8:10 AM
Interactions - HD
Interactions are timeline entries that track all of your communications and interactions with your donors. Interactions include communications like letters...
Mon, 21 Sep, 2020 at 7:32 AM
Notes - HD
Notes hold bits of information about constituents that don't fit into your normal data tracking fields. For instance, you might add a note about your...
Tue, 27 Jun, 2017 at 4:50 PM
Relationships & Households - HDV
Relationships and households are tools you can use to link constituents in Bloomerang. Relationships show who knows who between your constituents, while hou...
Fri, 23 Jul, 2021 at 2:11 PM
Enter Spouse Data - HD
You have two main options for entering spouses: Create a joint account with both individuals. Create separate constituent accounts for each individual....
Thu, 27 Jul, 2017 at 3:49 PM