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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 so much for taking the time to check out Bloomerang and watch this quick video demo. My name is Steven, and I’m going to give you a little walkthrough into the system here.

I’m not going to drill down too in-depth into all the features that Bloomerang can do. Just going to kind of give you a high-level overview here. But we can definitely get you a live demo and even get you your own login so you can play around with the system a little later on, after we’ve had time to talk with you and talk about your needs.

But for now, let’s dive right into the software. This is the login screen that you’re seeing right now. You can see that we are cloud-based, so we’re going to be logging in from a website browser here.

You can access Bloomerang from any device that is connected to the internet. Right now, I’m running this on a Macintosh laptop. I’m using the Firefox browser, but you can use any browser you want, Chrome, Internet Explorer. You can use a Windows machine as well as a Mac, and it even looks great on smartphones and tablets. So want to give you a lot of access to the system from wherever you are.

So I’m going to go ahead here and log in, and you are going to see the dashboard, of course. The dashboard is the first thing you see when you log in. I’m going to kind of walk you through all of the elements that you see here on your screen.

The most important thing, I think, is your current donor retention rate. We are obsessed with donor retention here at Bloomerang, so we put that front and center. So this updates every single day, and it lets you know how many donors from the past year that you have retained this year. So you can see we’ve got a pretty good retention rate of 58% in my little pretend nonprofit here. I don’t have a lot of donors, but that’s okay. It’s still a pretty good rate.

One cool thing is you can click in the wheel and you can see exactly which donors you have retained and which donors you have not retained. So it gives you a really good look at who maybe you want to work on this year to make sure they make a donation.

Other things on the dashboard, you can see kind of at a glance how much money you have raised this week, this month, and this year. So you can just kind of track your progress there. I’m doing pretty good even though I’ve only got 29 donors. That’s not too bad.

You can also track campaign progress. So we give you the ability to create as many campaigns as you want. So however many campaigns you have in your system, you can track them here right on your dashboard.

So just kind of see how you’re doing. Doing pretty good on my capital campaign here, my technology campaign. So that will give you a little at-a-glance look at how you’re doing.

You can manage your tasks. So if you have multiple team members using this system, you can assign things for them to do as well as things for you to do yourself. So if you want to maybe run a report or send a thank you letter or make sure a teammate submits a grant application or anything like that, you can create those tasks and keep people accountable for what you want them to do. Pretty cool.

Last thing is the sustainability scorecard. I’m going to save that towards the end so that you can see the rest of the database, but this is something that we are really proud of. It’s a cool tool, but we’ll come back to that.

If you have run recent reports or looked at recent constituents, they will show up here. Let’s look at some of those and then we’ll come back to the dashboard and I can show you how those appear afterwards.

Let’s get into constituents. So this is obviously a donor database, so your donors, your constituents are the most important thing. This is kind of the bread and butter of the system. So let’s go ahead and look at a constituent here in the database.

You can see it’s pretty easy to search for people. It’s kind of a fuzzy lookup there. If you only know their first name or their last name, you can type one of those in and see results there.

Let’s look at Jay. He’s a founder of Bloomerang, actually, so we’ve created a pretend profile here for him.

This is the main donor profile, so lots of information here. Let’s look at all of the elements. First thing is the giving summary. You can see kind of at a glance how much money they have raised through their entire history of giving with you. So you can see Jay is a pretty loyal donor and also gives a pretty good chunk of change every year, which is great.

You can also see a timeline of all the ways they have interacted with you over the course of their lifetime of giving. So this is kind of the recent view, but we can drill down into the full timeline.

This is useful because you can see everything they’ve done with you. Not just have they given, but have they received emails and mails? Have they volunteered? Have they been thanked? Have they been called? Have they referred people to you? Every possible thing that you can record in the system will be shown here chronologically.

You can even sort it by types of interactions, whether they are just transactions or just interactions with you, which is really useful, especially if you have someone that maybe is taking over as a major gift officer or as a new fundraiser on your team. They won’t lose any steps. They can drill right down in here and see all the things that the donors have done with you. So Jay’s going pretty far back with our organization, which is really great.

Let’s bounce back to the summary here. I want to show you probably the most important feature in Bloomerang, and that is the engagement meter. So all of those timeline activities, all of those things I showed you before, they will feed this engagement meter, and we will spit out a score that basically tells you how engaged this donor is with your organization. It probably will not surprise you to see that Jay is on fire with this nonprofit. He’s given a lot, which is good, but he’s also done other things besides just giving. So we have judged Jay to be a very engaged donor.

This is kind of a secret formula that we keep behind the scenes. We actually partnered with an expert in donor retention and engagement, Dr. Adrian Sargeant. He wrote the book on donor retention, so he helped us design the algorithm that produces this score.

This is great, because you can see who your best people are, maybe who are the best major gift or plan giving prospects, and maybe who needs a little bit warming up. Maybe they’re cold or they’re a little bit cooler and we need to steward them. You can report on all of these temperatures. So you can run a report very easily and see who all of your on-fire people are, who all of your cold people are, and you can take specific actions with those people.

So we really like that Bloomerang is not just this kind of passive system, but it really gives you insights into who your donors are and maybe what you should do with them to warm them up.

The other thing that we really love is the generosity score. So the generosity score is kind of a kissing cousin to the engagement level. What we do is we pull in public philanthropic screening data from our partner DonorSearch, and that data gets wrapped up into this score. So we see through the engagement level how much they kind of love your nonprofit, and then we also see in the generosity score what is their capacity and what is their likelihood to give to nonprofits in general.

So if you’ve got a high engagement level and you’ve got a high generosity score, that is a great major gift prospect. That’s someone that maybe they could upgrade if they aren’t quite giving at the capacity that they have been giving elsewhere. If you’ve got maybe a high engagement level and a low generosity score, that’s okay. That’ll help you kind of dictate your ask amounts to that person. Conversely, if you’ve got a low engagement level but a high generosity score, that person is probably not giving or interacting with your organization to the level that they could.

So these scores, like I said, really give you a lot of insights into what actions you should take with every individual constituent. You get this score even if you do not have a DonorSearch subscription. So all Bloomerang users get that for free. It’s really great. If you add on a DonorSearch subscription, you can see even more philanthropic data about that constituent. Pretty cool.

Other things here on the profile, you can see relationships with other people in the database. So we make it really easy to link people within your system here, within your list, either in households or if they are maybe just friends or coworkers. So again, going kind of back to the major gift thing, you can make connections between donors that’ll be really helpful for your organization.

It’s really easy to add these things. You can do things like employers, not just household members. Maybe they’re a board member with an organization. Super useful there for sure.

Let’s drill down into the relationships here. So you can see all of the relationships that Jay has with other organizations and people in the database.

Speaking of organizations, we don’t just track individuals here in the system. You can track businesses, for sure. You don’t have to just track individuals. So maybe you have a granting organization or a foundation, or some sort of business that maybe sponsors you or helps you out in some way. You can do the exact same things with businesses as well. We keep it pretty handy there.

So that is just a pretty quick look at individual constituents. Of course, we make it really easy to add new interactions, enter donations, enter interactions, and add new relationships. Those things are very easy to do.

Since we’re on an organization here, we can maybe consider this a sponsorship perhaps. You can associate a fund with whatever that gift is. How they pay. Very easy to do the data entry piece here on Bloomerang for sure.

We like to make the system easy enough that anybody can jump in and start using it and do a good job using it.

So let’s look over at reports. Reporting, again, we like to think we make it really easy and simple for people to run reports. This is a list of all the past reports that we have run here in the system, that we’ve created and run. The good thing about the reports is once you create a report once, you just have to look at it again and it will automatically refresh. So there’s no need to create a report from scratch every time you want to run something. You can create a report like at-risk donors, and that will update every single day. You’ll have the most up-to-date information of who your at-risk donors are for sure.

Why don’t we go ahead and start from scratch rather than looking at an existing report? So we make it easy to create a new report. You can either make one from scratch, or you can use kind of an out-of-box template. We’ve created templates for things that we think are the most important reports and maybe the most likely reports that you’re going to run, things like LYBUNT and SYBUNT, things you probably already have in your current system, but maybe other things that you haven’t thought of.

Donors who have downgraded recently, hey, maybe we should reach out to them and see what’s going on there. Pledge reminders, so pledges that are coming up, we want to make sure that those pledges get fulfilled because that’s just money hanging out there for us. First-time donors, donors who have only given once, we know the retention rates there are very low, so we want to make sure that those donors give a second gift. As well as lots of other things, and we’re always adding new reports, as you can see, to make it easy for people.

Why don’t we go ahead and build a report from scratch? We want to look at a specific type of constituent, but you can look at other types of reports. Upcoming tasks, maybe if you have grants due or maybe some sponsorship deadlines coming up, you can report on those kinds of things, or gifts raised and things like that. But why don’t we run a constituent report to start off with?

Basically, what we do is we have a filter reporting system. So you start off in a new report with everyone in your database. This is the entire database shown. Then basically what we do is we add filters that will drill down and reduce that number and get to that group of people that we really want to.

So maybe we want to look at all of the donors that are on fire. So we’re just going to do the engagement level filter, and then we’re going to select On Fire. This is going to drill down from the full 388 donors to only those donors who are on fire. So there are 18 out of those 388 who have that on fire status.

This is a useful report. There are a couple things you can do with this. This is maybe your major gift pipeline. This is your prospect list for maybe plan giving or a capital campaign ask coming up, because these are our most engaged people. These are potential maybe volunteers. If they don’t have a lot of financial capacity, these are still great people to reach out to.

So pretty easy, as you can see, to drill down. We don’t do anything like queries or any sort of complicated things like that. It’s just as simple as adding a filter and drilling down into a specific list of constituents.

I know I barely scratched the surface there, but you can definitely get a look at more in-depth reporting if you get a live demo.

Communicating to your constituents, so we make it easy to send letters and emails through Bloomerang. So we’ve got a built-in email tool, and we, of course, have the snail mail letters for appeals, thank you letters, acknowledgements, and print newsletters if you wanted to do that. Super easy to do. Works very similar to the report in that you create your piece, your mailing, and then you also create the report of people you want it to go to.

If you are comfortable in Microsoft Word, you’re going to be comfortable here in our letter-generating tool. You can put in your merge fields and merge tags so that it’ll put in the person’s name and personalize it for you. Edit your letter here.

A couple things we really like about it is a couple tools we put in here that we call the Ahern Audit. So we have partnered with Tom Ahern, who is a donor communications expert. He’s a great friend of Bloomerang. He’s created a couple tools here that help you kind of optimize that actual written piece for donor centricity specifically.

So we want to make sure that you are being donor-centric in your written communications, that you have twice as many “you” words as “we” words. So you can see my letter here passed The “You” Test, which is good. It’s very donor-centric.

But unfortunately, it failed the reading level test. We have found through a lot of research that the ideal reading level for these written communications is between a 6th and an 8th grade level.

You can see I failed because it’s only a 5th grade level. Maybe it’s a little bit too basic, although most people usually fail this because the reading level is too high. It’s usually very jargon-y and there are long paragraphs and not a lot of white space and simple sentences and things like that. I’m pretty close, so I might want to maybe bulk up the language or add some additional content to get that reading level up a little bit.

So once you’re done and you’ve passed all those tests and you feel good about the letters, you can simply run it. You can download a preview, so you can maybe print it out and make sure it looks okay on your letterhead, whatever you want to do there.

Simply select all of the recipients. Very similar, actually exactly similar to how you would run reports. So maybe I want to send a letter, again, to all of my most engaged donors. That’s something that you might want to do. Maybe you want to submit to just the cold donors. Maybe it’s a stewardship piece and you want to warm up. You can see most of my donors actually are cold in here, so I’ve got some stewardship to do, as you can see. But it’s very easy to run those letters, print them out, and get them out the door for you.

Email. So we have a built-in email tool here in Bloomerang. There is no need for an additional email tool like a Constant Contact or something like that. Usually, most of our customers will ditch that provider and go ahead and just use the email tool right here in Bloomerang.

You can create your newsletters. You can create your online donation automated receipts and thank-yous that way, and really any kind of email that you want to send.

So first of all, you would select what kind of email it is. Let’s go ahead and select a newsletter here. So we’re going to do the June Newsletter. What’s the purpose? It’s a newsletter, of course. We’re going to send it to the people who are just subscribed to the newsletter. And then we’re going to go ahead and add some basic information here. Then we’ll be ready to fire off that email newsletter. Here we go. So let’s get through this.

You can select your column view. We like one column, but you can select multiple variations of those. We give you some templates that you can kind of start off with, although you can obviously start from scratch if you want to do that, or if you want to design your own and keep using that email, for sure.

Again, if you are used to using a product like a Constant Contact or a MailChimp, you’re going to feel right at home here. We make it pretty easy to edit all the content. You can insert photos and things like that, links, all that good stuff.

Then again, you can run those donor centricity and reading level tests on the written content, which is good, and then go ahead and select the people that you want to send to. So this is a newsletter, so maybe I’ll send it to everybody, although it’s always good to segment those people. Maybe we want to send it to people that . . . anything you want. There are tons of filters that you can add in here, for sure. There’s really no limit to the types of people that you can segment by. So we make it pretty powerful to send lots of different types of communications to those different types of donors, for sure.

A great thing you get is analytics. Obviously, because it’s an email, we want to see who opened it and who clicked it. We give you all of those stats here, which is good. This one had 100% deliverability, which is good, and 30% open rate, which actually is pretty high. So I’m not too bad there. No one marked it as spam, which is great, although no one clicked a link, which is really what we wanted to happen there, so that’s a little bit of a bummer. But we give you those analytics right here in the system. No need to wonder if those emails are going out or if they’re getting received. We give you all of that good stuff right in here.

Social media. We let you connect a Twitter account, probably a Twitter account of your organization, to Bloomerang. This is actually a feature that I was really passionate about, because we think it’s useful for organizations that do a lot of events specifically.

So if you have an event that maybe you create a hashtag for, you can track all the people that are tweeting you and tweeting about your hashtag. The really cool thing is if they are in the system and they tweet at you or they interact with you on Twitter in some ways, it will actually feed that engagement meter, and it will also show up on their timeline as an interaction, which is great because it’s always good to collect any interaction that your constituents have with you. It’s always useful to do that.

If they are not in your database but they’re talking about you, maybe they come to an event for the first time or they volunteer for the first time and they talk about you, you can look to see if they’re in there. If they’re not, this is actually not the same person, although it came up as a close match because of the “Cindy.” Why don’t we go ahead and add Cindi McMahon here as a constituent?

So this is a good way to maybe acquire new potential donors into your system and then get them in there. Now that they’re in there, anything that they do after this is going to be recorded on their timeline. So very useful, especially if you’re an organization that does a lot of events for sure or has a lot of people out there in the community talking about you.

Import tool. Let’s say you’ve been using Bloomerang for a while, maybe a year or two, and you find some spreadsheet on an old computer of past donors that maybe didn’t get put into Bloomerang when you first came on board. You can very easily import those things into Bloomerang. You’ve got an import tool.

Maybe you’ve got an export from some other tool you’re using, like maybe an Eventbrite or really any other tool. We can give you a template to make sure that that import goes right into the system very well.

So very easy to add new information into the system. You don’t have to pay us to do that. We’re not in the business of nickel and diming you to get people into the system. We want to give you the tools to do that as well.

Last thing is the system settings. There’s a lot of good stuff in here. I’m not going to go through all of these things, but I just want to touch on a couple of the highlights.

It’s very easy to add users into the system. You have unlimited users if you have a Bloomerang account. You can add 100 users, you can add 500 users, however many people you want there in the system. If you have volunteers, board members, employees, you can add those users for sure.

Custom fields, I think, are really important. This is where you can really customize the system. So if there is any type of information that you want to track on a constituent’s profile, like are they married, what’s their eye color, how many puppies they have, T-shirt size, if it’s an organization that gives grants, where you’re at in the grant process, if you have a major gift process, if you do moves management, you can create all of those things in here. So Bloomerang is very, very customizable in terms of letting you track whatever it is that you want to track on that constituent, whether they’re an individual or an organization.

So you can see we’ve got things here for volunteers, for grant tracking, membership tracking, events, and prospect management. So if you’re doing maybe like a moves management or some kind of major gift process, this is unlimited. You can create as many types and individual custom fields as you want. So we make it really easy to customize the system to really whatever your individual needs are.

Then the last thing I want to highlight here, although it’s not everything, is website integration. We let you create really any type of website form, whether it’s an online giving form, event registration form, or a simple signup form. You can create any sort of website form to go on a web page on your website. If that form gets filled out, all of that information gets entered into Bloomerang, which is great.

Online giving, if you want to take donations online, you don’t need a separate provider. You can use Bloomerang. If you want people to register for events and do your event management, you can use Bloomerang for that as well.

So that’s just kind of a crash course of the main navigation here at Bloomerang. You can see that this populated because we had looked at so many things over the course of the last 15 or 20 minutes or so.

Last thing, I kind of saved my favorite for the last, and that is the sustainability scorecard. The sustainability scorecard is not quite a separate product, but it’s kind of a separate module to Bloomerang. We designed this tool for a couple of reasons. The main philosophical, kind of high-level reason is we want to give you the information you need to know kind of how healthy your organization is.

But kind of the practical reasons for giving you this information is if you apply for grants or if maybe you’re approaching someone for a major gift, they might want to know this information. So we kind of encourage you to collect and be looking at this information on an ongoing basis, because it’s just going to help you make decisions and see how healthy your organization is, how sustainable or close to sustainability it is.

So we give you some basic goals that we think are really important. We think you should be having face-to-face meetings on the regular. We think that you should have lots of in-kind gifts. We want you obviously to have a high monthly donor value, as high as possible. You can see I’m doing pretty good here. And of course a retention rate. We want you to be as above average as you can be on the retention rates.

We even give you kind of an at-a-glance look at your donor pyramid. How many of your donors fit into kind of small, mid, and major categories? We don’t want you to have a sombrero. We don’t want you to be super flat at the bottom. We want you to have a nice healthy pyramid, as well as the corporate supporters that you have. You can see I’m doing pretty good here, although not a lot going on.

The most important feature here on the scorecard is the quarterly assessment. Now this is kind of a case where we’re giving you a little bit of homework to do, but like I said, if you do this homework, it’s going to give you some information that you can give to potential sponsors to basically prove to them that you have your act together and that you are a healthy organization, and you are someone that they should feel good investing in.

So we give you this quarterly assessment where you’re just basically asking questions about your organization. Do you have these strategic plans and processes in place? How are you doing measuring the impact of your services? Are your board members giving? Do you have people volunteering?

So it will hold you accountable to do these things and have these things in place if you don’t already have them in place. But once you do have them in place, you can happily check all of these yeses and then give this quarterly assessment to potential funders and say, “Hey, we’re doing a great job. We have all these things in place. We’re a healthy organization. You should feel good about supporting us.”

So that is the scorecard, and that kind of rounds out the quick video demo. I know we’ve been doing this for over 20 minutes now. Hopefully you’ve stuck around until the end. I barely scratched the surface, like I said. I just wanted to kind of show you the most powerful things in the system and things that we think are the most important.

But like I said, we can get you a full, in-depth demo. We can spend hours with you if you want to look at very specific things that work for your organization. Once we’ve talked a little bit further, we can even give you a login so you can play around with the system yourself.

Hope you’ve enjoyed this. Hope you’ve found it helpful. You’ll probably get an email from me just following up, making sure that you did get this video demo and that you did watch it, and hopefully we can keep talking.

So thanks for watching. Have a good rest of your day, and hopefully we can talk to you here soon in the future.