Best Practices and Workflows

Use Bloomerang to its utmost with these best practices and suggested workflows.

Generate Year-End Tax Receipts - HD
Send constituents a letter in January that details their tax-deductible donations from the previous calendar year. Help them take all their tax credits, and...
Tue, 15 Jun, 2021 at 8:46 AM
Create a Bloomerang Shortcut on Your Desktop - HD
You can add a Bloomerang shortcut to your desktop. Clicking on this shortcut will open Bloomerang in your default browser.  Note: You still need t...
Tue, 3 Aug, 2021 at 10:47 AM
Track Volunteers - HDV
In the United States, 62.6 million people volunteered between September 2014 and September 2015. Your organization is probably handling your fair share of...
Fri, 2 Apr, 2021 at 4:39 PM
Track Grants - HDV
Use Note custom fields and pledges to track grants. You can also use tasks to manage grants and interactions to record more details. Database Setup Set...
Mon, 22 Feb, 2021 at 9:32 AM
Track Memberships - HD
If your organization has a membership program and considers members and donors to be two distinct categories of constituents, you should set up your databas...
Mon, 22 Feb, 2021 at 9:56 AM
Track Paid Events - HDV
Paid events boost your public visibility and can increase community involvement. Tracking these events keeps you organized before the event and helps you i...
Mon, 9 Jul, 2018 at 2:47 PM
Track Free Events - HD
Events boost your public visibility and can increase community involvement. Tracking these events keeps you organized before the event and helps you improve...
Fri, 31 Jul, 2020 at 11:48 AM
Major Gifts Prospect Identification - HD
Identifying major gifts prospects in your Bloomerang database is the first step towards using Bloomerang for moves management. Use Bloomerang and other tool...
Fri, 5 Feb, 2021 at 4:08 PM
Major Gifts Moves Management - HD
Now that you have identified major gifts prospects, you can create a moves management workflow in your database. This help article will define the Personal ...
Fri, 5 Feb, 2021 at 4:08 PM
Scheduled Reports Best Practices - HD
With Scheduled Reports, you can automate your work by delivering reports to any inbox on a regular basis. Scheduling automatic delivery of reports saves tim...
Tue, 21 Jul, 2020 at 11:04 AM