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Dig Deeper Into Individual Features

Don’t Take Our Word For It

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Full Transcript:

Hey there. Thanks for checking out this video demo of Bloomerang. My name is Steven. And I’m going to take you on a quick tour of the Bloomerang software here and show you all the great things that it can do to help you not only raise more money, but also retain more of those donors that you have year after year. This isn’t going to be a two-hour long video or more. I’m not going to dive super deep into everything that Bloomerang can do, but rest assured, we’ll be able to show you all those things in an in-person demo, a live demo, so that you can have your unique organizational needs and challenges in mind for how to apply those things to Bloomerang.

So let’s dive right into the dashboard. This is the first screen that you see when you log on to Bloomerang and you’ll see, we show you some kind of high-level metrics of how your organization is doing up to this exact moment in time. We really love donor retention here at Bloomerang so we put a big focus on retention. We show you your current donor retention rate. You can see that I’m only retaining about 34% of my donors from last year, which is a little bit below the national average, but not doing too bad, still some room for improvement there. One cool thing about this is you can click through and see who exactly those retained donors are. And maybe more importantly, who those donors are that have not been retained. Maybe that’s a list of folks you want to do some extra stewardship for and keep them off that bubble.

We also show you how much money you’ve raised recently, so this week, this month, and this year. And you can also click through to those to see exactly where those dollars came from if you’re so inclined.

We also show you some campaign progress. So these campaigns are created in Bloomerang. You can create as many of those campaigns as you want and track those different funds coming into your organization. And we’ll show you how well you’re doing on each of those towards your goal that you can also set yourself.

We also show you some of your recent activity. So, if you wanted to bounce back quickly to a particular constituent that you were looking at recently or a report that you were checking out, you can do that really easily here.

And we also show you some tasks. We have a task manager in the system that allows you to set reminders and little to-dos for your team members or for yourself. So, if you wanted to make sure maybe a team member got an acknowledgment letter out the door, or a grant application, or maybe if you wanted to have a board member call a new donor, you can set those to-dos for folks, and kind of make sure that those things are staying on track, and getting done as fast as you want them to.

On the sustainability scorecard, I’m going to come back to that at the end. Because it’s a kind of a neat tool, so I’ll leave that as a teaser for you so that you watched the rest of the video.

But let’s dive right into a constituent since that’s the nitty-gritty. We are a donor database after all. So let’s look at a constituent here. You can do a fuzzy search lookup. So, if you start typing the name that you want to look at, that will appear in the search bar as well as the search results here.

I’m going to pull up Jay because he’s a pretty rock star donor for my pretend organization here. This is the Giving Summary for your constituent. And you can see we, again, give you some high-level data of how that particular constituent, donor, volunteer has been supporting us over the years. So the Giving Summary shows how much money they had raised for you or given to you, I should say, over the course of the lifetime of their giving as well as all the other activities that they have done with you. Not just donations, but we also track things like volunteerism and whether they opened an email or came to an event, anything that you track on the donor’s profile will show up here in the timeline.

And we take all of those timeline entries and kind of wrap them up into a little engagement level score that we sort of judge from cold, all the way to hot and on fire. And it probably won’t surprise you to see that Jay is an on-fire donor. He’s super-engaged, he’s done a lot, he’s donated a lot, but also done other things like maybe upgraded his gift and given monthly. Maybe served as a table captain at an event or soft credited other donors. All those things get wrapped up into the engagement level.

You can also report on this, which is really handy. So, if you wanted to maybe see a report of all your on-fire donors, maybe that’s your major gift pipeline or maybe those are the folks you send bequest marketing materials to, really handy. And then conversely, if you wanted to look at all, maybe your cold or cool donors, that could be a stewardship list, maybe a list of folks that you’re doing some extra attention or love to, to make sure that they keep giving to you and maybe eventually warm up.

We also will pull in publicly available wealth screening data from our partners over a DonorSearch to show you kind of a way to see how much capacity that individual donor has in terms of their likelihood to give to your organization. So probably won’t surprise you again to see that Jay is on fire. He’s given a lot. He gives to all the charities. He owns a lot of real estates. All of those things that are publicly available on wealth screens, we pull in. And if you have a subscription to DonorSearch, you don’t have to have one to get this data. But if you do have one, you can click into this and see the full report of exactly what that wealth screening shows and why in particular we think that that donor is on fire.

And then we also let you make connections between constituents in the database. You can, of course, set up relationships with other people in the database as well as organizations. So you can set up employers, or maybe grant-giving organizations, or corporate sponsors. You can create all of those folks as well as put people into households. So not only do we give you kind of the individual Giving Summary here, but we will also do the same for a particular household. So, if you know that gifts are coming from a household rather than an individual person, if maybe you have a husband and wife, or partners, or spouse team there, you can make sure that both those people or multiple people get full credit for that gift.

So let’s jump back into Jay because I want to show you some other things that we do here. The profile information, of course, we track, you know, the typical contact information and all that good stuff. But Bloomerang is very customizable beyond that and you can create as many different custom fields as you want. So, if you want to track more detailed information about that constituent, you can do so down to their t-shirt size, their eye color, where they went to school, whether they prefer dogs or cats. It looks like there’s a little bit of a discrepancy here. Not sure what his favorite animal there is. But anything you want to track, you can definitely do so as well as set up categories for those different custom fields.

So here you can see we’ve created a volunteer info category since we’re a heavy volunteerism organization that lets you kind of show maybe what he’s interested in or what his availability is. You can even set up [MOUs] management sort of processes here, in terms of maybe tracking what stage or the prospect of the MOUs management process they’re in. Whether maybe you’re asking them, or still cultivating them, or maybe researching them. So very flexible in terms of whatever you want to track on that constituent.

We also will do a couple of things to help you keep the data really clean. We will actually run for you a nightly NCOA, which will help your addresses make sure that they are clean, up to date. If maybe Jay moves, we’ll be able to grab that new address, if it’s listed in the USPS database. And, if anything happens to your donors in terms of them passing away, we will also do a nightly deceased suppression process. So, when that information is publicly available, we’ll let you know if maybe one of your constituents actually passed away.

You can do a lot with that information. You can stop mailing people that maybe you’re a surviving household member, maybe even do some additional stewardship with those surviving household members or relationships there. So a couple of things that’ll keep that data really clean and up to date for you and save you some money. You don’t have to buy those things throughout the year. You’ll get them automatically with Bloomerang.

Timeline. This is kind of a larger look at all the things that that donor has done with you over the lifetime. We kind of organize it by year and then pull out highlights from each of those calendar years. But you can also sort these things if you want to look at things that are just donations, monetary donations, or maybe the opposite things that are not monetary donations. If you want to see if they’re doing other things for you besides just donating, really easy to look at those things pretty quickly here. And get a real good visual look, kind of what that donor relationship has looked like over time. And then relationships, again, really easy to see who all the people are that each constituent is connected to, as well as households and corporate profiles as well, really handy there.

So that’s kind of the constituent profile. Kind of nitty-gritty of the CRM there. But let’s look at adding data. You know, that’s only kind of half for the story. It’s really easy to add in any kind of new interaction. We kind of split up interaction types here. Of course, you have donations, but if maybe you have coffee with a donor, or maybe run into them at the grocery store or something like that, you can record those things. Or maybe if you read an article about that donor, if maybe they’re in the business journal or something like that, you can also add in a quick note for yourself to maybe remind you something about that donor.

A couple of sneaky good things about Bloomerang that we hear a lot of praise for. The ability to create pledges that are very flexible in terms of the schedule. That’s something that folks really tend to like about Bloomerang. So, if maybe you’re doing multi-year pledges or something like that, those are really easy to enter into the system, as well as just your kind of run-on-the-mill donation. Easy to add in there and also apply to a specific campaign, or fund, or appeal so that you know exactly what that donor’s motivation was. And you can definitely assign that to a particular field.

And another thing that folks really liked about Bloomerang that we hear is sometimes a bit of a chore in other systems is the ability to split a payment. So let’s say you get a check from a donor for $100, you can actually split that into multiple gifts. If you want maybe $50 to go to one fund and another $50 to go to maybe general operating, that’s also easy to do and track in Bloomerang. So data entry, we think that, you know, pretty much anyone can jump right in here with minimal training and start to do those things.

One last thing before I leave the constituents is our duplicate checker. So we will scan your data and kind of keep an eye out for things that may be duplicates for you. If maybe you have similar names or similar addresses, maybe you don’t follow a specific naming convention, that’s okay. We’ll keep you clean here and give you the ability to say, “Yeah, that’s the same donor. Or maybe that’s not the exact person. They just happen to have names that are similar.” I’m going to just go ahead and say this is not a duplicate. And then you’ll see that that notification keeps you clean there. So really easy to keep your data nice, and clean, and organized there.

All right. Let’s look at reporting in Bloomerang. Reporting doesn’t have to be a chore. We like to think that we keep it pretty easy for folks to easily pull reports on the donors, or constituents, or any kind of data that you think is meaningful to your organization.

Let’s go ahead and start a new report here. You can see we let you build a report from scratch or maybe some kind of starter templates to make it a little easier for you. Kind of common nonprofit reports here that you don’t have to create yourself. Of course, LYBUNT and SYBUNT, you can see folks who are maybe at risk of lapsing or have already lapsed.

There’s also things that we think are pretty important for people: downgrades, household averages, pledge reminders. So all those upcoming payments. A couple of reports I really like, first-time donors, donors who have only given their first gift to you. Maybe that’s a list of stewardship that you want to do to make sure you get that second gift. And I really liked the projected cash flow report that we have available for you. These are all of your outstanding pledges and recurring donations. Kind of give you an idea of maybe what kind of income you can expect over the next period from donors that have kind of pledged certain amounts to you as well.

Let’s start a report from scratch. I think you’ll see a kind of how easy we make it on folks. Basically, it’s a filter system. So you start off with all of the constituents in your database and then you basically just add filters to kind of whittle that down to the list of constituents that you want to look at. And you can see there are so many different kinds of filters. You can basically just start typing whatever’s on your mind and get that filter to pop up.

Let’s look at an engagement level of report since that’s a handy thing that can kind of guide your efforts. Like I said earlier, you can easily run a report on all those on fire donors. So these are kind of my cream of the crop donors, folks that maybe could be table captains or major gift donors, sometime down the line, lots of different things you can do there. But you can easily change that to a different temperature if you wanted to look at who all of your cold donors are. I’ve got a lot of them, so I better hit the phones or start writing some handwritten notes here and warm these people up. But you basically just keep adding those filters until you get the information or the list of donors that you want.

And one cool thing is, if once you create that report once, you don’t have to go back at it again and create it. Once it’s in there, it automatically saves and will update every time that you look at it. So, if someone . . . if their engagement level changes, all you have to do is look at that report again and that new person will be grabbed there. So no need to kind of reinvent the reel every time you want to do a report and then they’re all saved in there. And also kind of organizable by the type of report that you’re looking at there.

Let’s talk communication. Of course, you can do all of your letters and emails in Bloomerang, no need for a separate product here. The letter editor’s pretty handy. You can add in all those merge fields for a custom information that you want to just be pulled in from the system to kind of personalize those letters. One neat thing about the letter editor, and this is also in the email editor, but we do a couple of communication audits for you, so we test how donor-centric the letter is as well as their reading level. And you can see that the letter is pretty donor-centric, which is good, but maybe their reading level is a little too low. We want that to be between a sixth and an eighth-grade letter. So I may bolster this letter with some more information there, maybe lengthened up a little bit to make sure that both of those passes . . . both of those tests get passed.

And then email, no need for a separate email program if you don’t want one. Pretty easy to go in here. We’ve got lots of templates as well as all the tracking information. So we give you some great analytics about what those emails are actually doing. And the great thing about using Bloomerang email is if you send an email from Bloomerang in this system, it’ll get tracked on that constituent profile if they interact with it. So no need to do import-export from another email system. It all happens right there, which is a great timesaver.

Another interesting thing that we do through email communications is the ability to send surveys to your donors. So we have three sets of surveys. Surveys for new donors, surveys for existing donors, and also, a lapsed donor survey that can kind of show you, maybe why those donors that are lapsing are not giving to you again.

So you can see kind of my top reason for lapsing is, they weren’t thanked appropriately for the gift. So that tells me, hey, maybe we need to do something different with our acknowledgment process as well, as kind of how happy your existing donors are with you, down to these kind of four categories. So you can see that my existing donors not doing too bad, pretty happy, a little bit happier than the new donors. So maybe I want to do something special or extra in terms of my process for thinking new donors. And all of those surveys, they go out by email, they go out automatically. You can kind of set that and forget it and get really great data back on how your constituents feel about you. So really handy feature there.

We also allow you to plug in your organization’s Twitter account into Bloomerang. This is really handy if you’re an organization that does a lot of events throughout the year and maybe you have a hashtag for that event or you encourage donors to talk about you in those at those events or surrounding those events. You can also plug in things like you know, particular hashtags that have to do with your cause or the area of service that you’re in there. And we’ll add all of those engagements into the constituent profile. And if that person isn’t already in your system, but you see them talking about you, you can quickly add them as a constituent and then start saving those interactions on their profile, which is really handy. So, if Twitter is maybe an entry-level for some of your supporters because you do a lot of those onsite events, this can be a great way to start that relationship in a pretty easy way.

Import tool. If you have maybe a spreadsheet, or a dataset from some other piece of software, or maybe you find something you know, in a file folder or somewhere that you forgot about, or maybe you just want to add a lot of gifts all at once, you can very easily do that through our import tool and kind of map all those columns to the particular dataset that you’re trying to import.

And then we’ve got our settings, where you can do a lot of different things. So I want to just pay special attention to the website integration. So you can add . . . you can create any kind of website form through Bloomerang and paste that form right onto a webpage. So, of course, online giving, but we also do event registration, email sign-up forms, volunteer activity forms, volunteer sign-up forms. You can create all of those in Bloomerang and put them right on your site. And if someone fills out a Bloomerang form, it goes right onto their constituent profile automatically. So, again, no need for any additional, you know, data entry or importing or exporting from some other provider. It all happens kind of all at once and turnkey. And we can definitely show you some examples of online donation forms or any kind of form that our clients are also using.

Last thing, like I said, the sustainability scorecard. This is a pretty neat extra module that we have in the system that really pulls kind of high-level data from the software that may be useful and maybe a board meeting or a board report, maybe help you get your annual report off the ground. But it’s also really useful for grant applications. So these are the kind of information that those grant-giving organizations might ask you for and you’ll have them right here automatically as well as just kind of, you know, keeping yourself accountable to how well you’re doing in some important categories.

There’s also a self-assessment tool in here that is also sort of modeled after common grant applications. So this may give you a jumpstart into thinking about maybe things that have maybe gone by the wayside that you want to concentrate on, or also as a way to show a grant-giving organization that, “Yeah, we’re doing a lot of great things. We have a strategic plan and we have communications that are going out on an ongoing basis to donors, showing them the outcome of their gift. And we have a lot of volunteers and then we have 100% board giving.” So this is a quick tool to kind of give you an idea of your organizational health as it currently stands. So that is the sustainability scorecard.

I’m going to jump back to Bloomerang here before we wrap up. So I know we didn’t cover absolutely everything that the software can do. I didn’t want this video to be too long for you. But if you have any additional questions, please feel free to reach out and you may be hearing from someone on our team, just to make sure that you got all the information you needed. Lots of things we didn’t show, you know, volunteer tracking, grant tracking, all those things can be done in Bloomerang as well. And we’ve got some other videos that focus on those things specifically if you want to dive deeper.

But hopefully, this was a good overview for you. And like I said, don’t hesitate to reach out and ask any additional questions. And hopefully, we can do a live demo for you, and really kind of put your specific organizational things in mind in terms of reports, and all the other things we can show here. So hope you enjoyed it, hope you’re having a good day, and we’ll call it there. But hopefully, we’ll hear from you and you’ve enjoyed this quick walkthrough of Bloomerang. Thanks for watching.