Constituents

How do I search for a constituent? - FAQ
Click on the Constituent tab (people icon) on the left side of the Bloomerang screen, and type the constituent’s full or partial name in the search bar. You...
Thu, 3 Sep, 2015 at 7:13 PM
How is engagement level calculated and what does it tell me? - FAQ
The engagement level of a constituent is determined based on a proprietary formula created by Dr. Adrian Sargeant, a leading industry expert on donor engag...
Fri, 14 Sep, 2018 at 2:06 PM
How do I deactivate a constituent’s profile and what does that mean? - FAQ
“Inactive” is a status that YOUR organization determines. Bloomerang recommends that you use it aggressively -- to mark the records of donors who hav...
Thu, 3 Sep, 2015 at 7:13 PM
What should I do when I learn a constituent has passed away? - FAQ
To mark a constituent deceased, open their record, click on the “profile” tab, click the “edit” button in the upper right, and use the pull-down arrow on th...
Thu, 22 Jun, 2017 at 8:38 AM
I accidentally created two accounts for the same constituent. How do I merge these together? - FAQ
Bring up either one of the records for that constituent. Click on the “profile” tab, and then click on the gray “down arrow” button beside the Edit butt...
Tue, 31 Oct, 2017 at 2:43 PM
How do I change a constituent type from individual to organization or from organization to individual? - FAQ
Navigate to the constituent’s profile screen, then click on the arrow next to Edit at the top of the screen. You will see a dropdown with the options ...
Thu, 3 Sep, 2015 at 7:14 PM
What does Primary mean on email, address, and phone? How do I change the Primary email, address, or phone? - FAQ
When running reports and letters or emails, the constituent’s primary address will be the one that appears in the Primary Address field. Similarly,...
Fri, 28 Oct, 2016 at 2:46 PM
What do I do when an organization has multiple primary contact people? - FAQ
Bloomerang recommends that you create separate individual records for the additional contact person beyond the one you assign as primary on the organization...
Thu, 3 Sep, 2015 at 7:14 PM
How do I add a title or suffix to the list of options? - FAQ
At this time, Bloomerang does not allow you to add additional titles or suffixes to the pre-set options. However, you can customize the Formal Name, Envelop...
Wed, 21 Nov, 2018 at 10:53 AM
Do inactive constituents count towards our account license limit? - FAQ
Yes, inactive constituents do count towards your account license limit. Keep in mind that the license limit is based on number of household constituent reco...
Thu, 3 Sep, 2015 at 7:14 PM