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Welcome to
Bloomerang Academy
Thank you for joining us!
Please tell us where you are joining us from and what the
weather is like where you are today….drop it in the CHAT!
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Live Transcript
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Housekeeping
Housekeeping
We will share the slides and recording of this session with you via
email later today.
Our dial in number in case you need it today: +1 669 900 6833
Any questions we are not able to answer live or in the Q&A will
be addressed after the session via a follow-up.
If you need further assistance, please reach out to
support@bloomerang.com. Our support team is amazing!
New User Orientation

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Diana Otero
Diana Otero is the Product Marketing Manager
at Bloomerang. She served on the board of the
Nantahala Hiking Club, one of the 31 trail
maintaining clubs of the Appalachian Trail
Conservancy, a nonprofit driven and powered
by volunteers.
Manager, Product Marketing
Agenda
1.
2.
3.
4.
General Overview
Report Basics
Settings
Constituents & Groups
5.
Gift Entry
Letter & Email Basics
6.
Data Tools
7.
Payments & Fundraising
8.
Learning
Objectives Build confidence in navigating and using
Bloomerang
Become familiar with different areas of
Bloomerang to help understand what I need
to accomplish my objectives
Learn the basics of how to accomplish my
tasks efficiently
Let’s jump right in!

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Basic Bloomerang
Terminology
Funds
(only field of the three
required in Bloomerang)
Money is going to that specific
bucket.
This is usually going to be funding
areas that span multiple years.
Examples:
● Unrestricted
● Program
● Scholarships
Funds are the big
buckets of money
Fund, Campaign, and Appeal Basics
TIP: Set up your funds to mimic
your finance/accounting system.
This makes record-keeping easier!
Campaigns
● Have a financial goal
● Have a specific date range
● Examples:
○ Annual Campaign
○ Capital Campaign
○ LARGE Events
Campaigns are specific,
overarching fundraising
efforts
Fund, Campaign, and Appeal Basics
Campaigns are defined by the
financial goal and date range. The
date range could span an
extended period of time
depending on the type of
campaign.
Appeals
Examples:
● Spring Appeal
● Major Gift Ask
● Personal Solicitation
● Event Sponsorships
Appeals are a
specific request for
funds
Fund, Campaign, and Appeal Basics
This can help you see which
types of funding requests
have been most successful in
the past.
Review: Bloomerang Transaction Types
Transaction Type Raised Revenue
Donation ✔ ✔
Pledge ✔
Pledge Payment ✔
Recurring Donation Schedule
Recurring Donation Payment ✔ ✔
Soft Credit
Dollars
committed
Dollars
received
Donations
One-time
Event registrations
In-kind
Gifts of stock
Recurring payments
Pledge payments
Donations
Use and report on Appeal
for event registrations
Report on Method = In
Kind for in-kind gifts
Fill in Notes for additional
details
Want to track additional info?
Create custom fields.
You can create as many custom fields
as you need
You can add custom fields as filters,
columns, and merge fields
Pledge vs Recurring Donation
Pledge Recurring Donation
Total Amount Recurring Amount
Timeframe Frequency
Fulfilled when payments equal
pledge amount
Open-ended, continues until the
donor requests to stop
Payment methods may vary Typically auto-processed
Example: A pledge of $5,000 paid in
installments over the next five years
Example: A recurring gift of $50 a month
Soft Credits
A soft credit is a way to give a constituent monetary credit for another constituent’s
donation. Typically used for recognition purposes. A soft credit is not actual received
funds and is not tax deductible. Use it to track the fundraising efforts of your solicitors,
board members, event participants, matching gifts, and more.
Donation Soft Credit
Donor Solicitor, Board Member, P2P Fundraiser
Employer Match Employee
Donor Advised Fund, Family Foundation Individual donor
United Way Individual donors
Soft Credits
Peer-to-Peer
Fundraiser
Your Nonprofit
Solicitor/Board
Member
Donor
Donor
Donor
Donor
Soft Credit
Soft Credit
Donation
Donations
Resources
Knowledgebase
User & Organization Settings
Bloomerang Payments
Funds, Campaigns, & Appeals
Email Setup
Billing
Bloomerang Academy
Set Up Your Database for Success
Bloomerang Constituents and Households
Bloomerang Gift-Entry and Reporting
Foundations
Get Started with Online Giving: Bloomerang
Forms
Reports and Filters Basics
Creating and Sending Emails
Creating Thank You Letters with Bloomerang
Resources
Bloomerang Knowledgebase and Support Portal
Poll
Thank you for attending!
Visit our website to see more upcoming
Bloomerang Academy webinars!

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