It’s time for another Bloomerang Release! This time around we have new Import options, QuickBooks options, a Letter Audit from our friend Tom Ahern, and more. Check it out!
The holidays aren’t too far off, and as we head into that season, these new communication updates should come in very handy.
Save And Send/Save and Generate
Send your emails and Generate your letters with one less click, using the new Save and Send/Save and Generate options on the email and letter editing screens.
Interaction Purpose for Pledge Reminder
We’ve added a new Purpose option for Pledge Reminder that you can use on Letters and Interactions.
Looking for a way to send Acknowledgements by email? The new Acknowledgment option for email templates is here!
When creating an Acknowledgement Email, you can filter and insert data from transaction fields, allowing you to send out electronic Thank Yous to donors.
Our Donor Communications Head Coach, Tom Ahern, has helped us create a wonderful new tool for Letters dubbed the “Ahern Audit.”
This tool runs Tom’s “You” Test and a Grade Level test to help you ensure that your letters will hit the mark every time.
Interaction & Note Imports
For those of you who receive data from other systems that you want to bring into Bloomerang, we’ve added the option to import spreadsheets of Interactions or Notes.
We’ve added a couple of new reporting options for you as well.
Filter and Report on Created/Modified Info
You can now filter and report on the following details for Constituents, Transactions, Interactions, Notes, and Tasks.
- Created By
- Created Date
- Modified By
- Modified Date
You can also view these details at the bottom of the Profile and Timeline Entries.
We have added a new filter called “Refunded?” to allow you to filter out refunded and refund transactions from your reports.
New QuickBooks Features!
For all of you QuickBooks users out there, this one’s for you. We have some new options to help you bring transactions from Bloomerang over into QuickBooks!
After adding your QuickBooks accounts to Bloomerang, you can select the appropriate QuickBooks account on your transactions.
When you’re ready to transfer entries over to QuickBooks, run the QuickBooks Export to create a properly-formatted .IIF file for importing QuickBooks Deposits.
As always, we want to hear your thoughts! If you have questions, comments, or requests for future development, be sure to let our Support team know.