Diana Otero

Posts from Diana Otero

01

QuickBooks and Bloomerang: A Match Made in Heaven (Seriously!)

02

Creating Better Donor Experiences with Milestone Automation From Gratavid

03

Bloomerang and Zapier: Exploring Bloomerang Automations

04

Year-End Tax Receipts

05

End of Year Giving Strategy

06

Bloomerang + Zapier Case Study: Exploring Full-System Automation with MIB Agents

07

Bloomerang + Zapier: Marketing Automation with Mailchimp

08

Bloomerang + Zapier: Using Scheduled Reports To Automate Task Management

09

Fundraising Standard Overview from Dr. Adrian Sargeant

10

Bloomerang + Zapier: Integrations for Your Favorite Apps

11

Bloomerang + Zapier: Mass Updates with Google Sheets

12

Bloomerang + Zapier: Lists and Dashboards with Google Sheets

13

Bloomerang + Zapier: Everything you can do with Google Sheets

14

Practical Tips for Your Fiscal Year-End

15

Donor Engagement Surveys

16

Membership Tracking

17

Volunteer Tracking

18

Become a Bloomerang Task Master

19

Solicitation Mailing

20

Bloomerang + Zapier: Automating Recurring Donor Communications with Mailchimp

21

Bloomerang + Zapier: Automating Donations from PayPal to Bloomerang

22

Automate Your Giving Tuesday Thank You Process With Bloomerang And Gratavid

23

Bloomerang + Gratavid: Automate Your Thank You Process

24

Batch Entry with Google Sheets

25

Bloomerang + Donorsearch: Six Markers of Philanthropy

26

Bloomerang + DonorSearch Integration

27

Create Your Development Plan

28

Create a Development Plan

29

Bloomerang + QuickBooks Online through Zapier

30

QuickBooks Online Integration

31

Get Started with Online Giving: Bloomerang Forms

32

Reports and Filters Basics

33

Creating and Sending Emails

34

Creating Thank You Letters with Bloomerang

35

Giving Tuesday Online Giving with Kindful Fundraising Tools

36

Bloomerang + Qgiv: A Quick-Start Guide to Year-End Donation Forms in Qgiv

37

Online Fundraising Tools: Donation Pages and Plugin

38

Bloomerang + Zapier: Advanced Moves Management with PipeDrive

39

Bloomerang + Qgiv: Text Fundraising

40

The Importance of Retaining First-Time Donors

41

Recapture Lapsing Donors

42

Creating and Tracking a Matching Gifts Program

43

Bloomerang + Qgiv: Virtual Events

44

New User Orientation

45

Keeping Your Recurring Donors

46

Bloomerang + Qgiv's Auction Platform

47

List Segmentation

48

Qgiv + Bloomerang: Peer-to-Peer Fundraising

49

Bloomerang + Qgiv: Peer-to-Peer Fundraising

50

Bloomerang + Zapier: Marketing Automation with Mailchimp

51

Clean Up Your Data to Improve Your Fundraising

52

Bloomerang + Zapier: Managing Events with Eventbrite

53

Bloomerang Product Video

54

Bloomerang + Fundraise Up: Hello My Name Is: Digital Donor

55

Boost Donor Engagement with Automated Reports

56

Planned Giving Prospects and Moves Management

57

Major Gifts Prospects and Moves Management

58

Identifying Major Gifts Prospects

59

Bloomerang Emails and Mailchimp Integration

60

Back to Basics: Capital Campaigns

61

Upgrading Your Recurring Donors

62

Small Steps Toward Sustainability

63

Loving Your Recurring Donors

64

Intermediate Reports and Filters (Part 2)

65

Intermediate Reports and Filters (Part 1)

66

Become a Gift-Entry Guru

67

Creating and Managing a Recurring Gifts Program

68

Donor Cultivation and Annual Reports

69

All About Pledges

70

Imports 101

71

Giving Tuesday Tips and Tricks

72

Grant Tracking in Bloomerang

73

Set Up Your Database for Success

74

Bloomerang Gift-Entry and Reporting Foundations

75

Bloomerang Constituents and Households

76

Database Management Essentials

77

Build Stronger Donor Relationships with Bloomerang Mobile