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Dig Deeper Into Individual Features

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Full Transcript:

Hey there. Thank you so much for checking out this video demo of Bloomerang. I’m going to take you on a little bit of a longer tour of the software. I probably won’t show absolutely everything that Bloomerang can do, since every organization’s needs are different.

But if you want a more personalized tour of the software, you can schedule a live demo, and we’d be happy to take you through the system and generate any kinds of reports that you’re used to looking at, or test anything that you would like to see Bloomerang be able to do.

But let’s roll through a few of the unique features of Bloomerang here. We’ll start with the dashboard, of course. I’ve just logged into the system. We are cloud based, so you can access Bloomerang from any device, practically, with an internet connection. We’re browser based, and this is the dashboard of Bloomerang. This is what you’re brought to right after you log in.

And you can see some at-a-glance metrics of how your organization is doing in terms of fundraising, donor retention, and some other things that I’ll highlight here. You can see front and center is your donor retention rate, so we really want to impart on you how well you’re doing at retaining your donors from one year to the next. You can see my pretend organization here is around 34% retention, which is a little bit lower than average, but not too bad.

You can click through on this wheel and see who those 34% of donors are that you’ve retained. And maybe more importantly, who the folks are that you haven’t won back yet from the previous year. You can see who those folks are, and maybe create a little bit of a stewardship list to start to nurture them.

You can see how much you’ve raised recently, this week, this month, and this fiscal year, which is something you can set for yourself. If you have a unique fiscal year, perhaps you can set that, as well as any campaign progress.

We allow you to create as many different campaigns as you want to track in Bloomerang, and you can also designate gifts towards those campaigns, if you know the donor wanted to give towards them.

We also show you some new donors, some brand-new first-time donors that have given recently, who we think are perhaps worthy of calling. There’s a lot of interesting data and research out there that shows that if you can call a brand-new donor pretty quickly after they donate, that that will help their retention rates going forward.

So we kind of put that front and center as well, kind of ping you to make those stewardship calls, and hopefully make sure that they give a second gift and go on to be a lifetime donor.

You can also either do that yourself, or you can assign a team member, or perhaps assign that task to yourself for a later date. And speaking of tasks, you can kind of see how well you’re doing at previous tasks that you have set for yourself or for other team members here.

Let me just click into this so you can kind of see, you know, if you wanted to say, hey, a team member, make sure you call that donor, or maybe a board member needs to make an ask of someone. If those folks are in the system, you can create and assign those tasks for them, and keep, not only yourself, but the team members on track as well.

And then, the last thing on the dashboard we’ll talk about is we let you get back to things that you looked at recently pretty quickly. So, if you were maybe looking at a report on your last session, or a specific donor, you can pop back to those people pretty quickly.

We’ve got a couple other menu items here. You can access all of our live chat support here. If you want to ask a question of our support team, you can get on a quick live chat with them. You can also access our knowledge base, request new features that maybe you think we should have, as well as email the support team if you don’t want to chat right now.

We also will flag for you any possible duplicate constituents in your database. So we’ve got this duplicate checker here that you can see, it’s pinging me because it thinks these people might be the same. You can either say, hey, they’re actually not the same, or gee, they actually are the same, so let’s go ahead and merge them right here, which is a pretty cool feature.

So that about covers the dashboard. Why don’t we dive into a constituent profile? This is really the meat of the software. Lots of cool things to look at here. So here’s Jay. He’s a real big supporter, actually, as you can see in my pretend organization. Here on the constituent summary page, you can get a real good look at basically everything that that supporter has done for your organization since they began supporting you.

So you can see giving summary, over the years, how much they’ve given. If they have perhaps pledged amounts that they haven’t actually given yet, you can kind of cycle those out as well, which is nice, as well as look at any soft credits. So, if maybe they were responsible for bringing in other donors, and you credited those people, you can kind of see what those things are exactly, which is nice, pretty interactive.

Below here, all of the recent activities. And it’s not just donations. It’s really anything you want to track on these people. If they open an email that was sent in Bloomerang, if they attended an event, if they volunteered, it’s all tracked right here. And we take all of those interactions, and we kind of roll them up into an engagement score.

You can see that Jay is an on-fire donor. It’s the highest level that we award to the donors. Definitely a lifelong supporter, which is nice, because you can perhaps run a report on all your on-fire donors, and maybe those people would be good, you know, table captains, or capital campaign silent phase donors. There’s a lot of actionable things you can do.

And then, conversely, you know, who are your cold or maybe cool donors that you want to do some special stewardship campaigns with. So we give you a lot of actionable insights here.

We also will pull in publicly available wealth screening data, so you can kind of gauge how much capacity each of your followers or supporters has, which can guide your ask amounts. Maybe you’re seeing that, hey, they’re giving a lot elsewhere, or they seem to have a lot of capacity, but they’re not giving as much to us. Maybe you can up your ask amounts, and kind of aim for the stars there.

If you have a donor search subscription, which is optional, of course, you can go ahead and click in and see that full wealth screening report from donor search. But if you don’t have a donor search subscription, we still pull in that score, so you can kind of get a sense of the capacity of those people.

The profile, you can, of course, store any contact information about that donor. Their, you know, social media profiles, and then basically any kind of information that you want to store in that donor, you can create a custom field for.

Bloomerang is really flexible in that you could create basically any category or types of fields that you want. If you wanted to track, you know, when they graduated from your university, what their T-shirt size is, whether they are a cat or dog person, anything you want to track, you can create those fields, as well as some workflows.

Maybe you’re running some major gifts, or moves management workflows, you can kind of track maybe what stage they’re in, if they’re a volunteer, their volunteer information, really anything that you want to track. It’s very flexible, very customizable, and no two databases are alike in that way, which is good.

One really neat thing we do is we will automatically run an NCOA process every single night on all of your constituents. So you can get perhaps any bad mailing addresses flagged. You can see this one, it looks like perhaps Jay no longer lives there. Maybe he moved, and you may want to double check that, or avoid mailing something to those people.

We’ll also do a nightly deceased suppression. So if, you know, heaven forbid, Jay were to pass away, you would be alerted of that, and you can, you know, take appropriate action on that information if it makes sense to you.

Timeline, you can kind of see a chronological view of your supporters’ interaction with you. You can sort of filter down by the specific year, if maybe you want to zip down and see, you know, what did that person do in a specific year. And then, you know, what were the gifts versus the interactions, you can kind of filter those things out, and mix and match those filters if you wanted to see just volunteerism, or just event attendance, or just the monetary donations, you can do that as well.

Relationships is really flexible in Bloomerang as well. Of course, you can create any households. A lot of people, you know, give as an entire household. If you’ve got multiple people in there that are supporting you, you can track household giving as well as household engagement levels, and generosity levels.

And then, if you want to tie any multiple people in the system together. Maybe they’re related by blood, maybe they’re coworkers, they’re friends, you can kind of weave that web of relationships within the database and track soft credits. See if other people maybe brought other donors to your organization, what connections are there. Really easy to do.

And then, of course, you want to input any new donations or interactions that these folks have had with you. So you can add, you know, brand-new donations, notes, interactions, set a task for specific constituents.

Those things are all really easy to do right from the individual’s account level. So you can add donations, pledges, if they’re a new or recurring donor. You can see it’s pretty easy to just go ahead and fill out all that information, assign, you know, a soft credit, a tribute. If there was a specific person that asked for the gift you want to know about. And again, these are all customizable as well, as well as campaigns. If there’s a specific appeal you wanted to tie that gift to. Really flexible, and no detail can go unstored in the database as it were.

So why don’t we pop over to the reporting. Right? So you’ve got all these constituents. Now you’ve got all these supporters, all these interactions. It’s going to come time eventually to report on them. So you can see here this is a list of my reports that I’ve created.

One cool thing is once you create a report with kind of the filters you want, you don’t have to go back and, you know, recreate it just so that it updates with any new information that has come through. They’ll automatically update according to those filters you set.

So those are kind of the custom reports. But we also give you some starter templates. You know, kind of the common reports that you’re probably used to looking at on a regular basis, or maybe something that board members will want to ask for, or your boss would want to ask of you. You know, LYBUNTS and SYBUNTS.

But some other things that maybe go a little bit underutilized. You know, who are your brand-new donors? Who are people that have only given once, and never given again?

People with pledges. Right? So you want to make sure that that pledge revenue is coming in. You know, who are sort of your top loyal donors, kind of wrapping up the things that I showed you on the constituent profile. Those will go into those kinds of reports.

But, of course, you can create reports from scratch as well. It’s basically a filter system, so you kind of start off with everyone in the database, and then you just kind of add filters until you drill down into what it is you’re looking for.

So, for example, here’s a report I have of all of my supporters who are in that on-fire level of the engagement meter that you saw before. So these are kind of my cream-of-the-crop, top 17 donors. You know, maybe these are the people that I would go to in, like, a silent phase, or if I was maybe in a crisis and needed some real big help right away, you know, maybe I’d go to those people, you know, right away.

So reporting is something that we get high marks on for not only flexibility and power, but kind of also ease of use.

So letters. You can do all of your letters and mailing in Bloomerang. So, if you want to send your thank-you letters, your appeal letters through the mail, you can generate all of those things through Bloomerang.

So we kind of take you through a process of, okay, what kind of letter is this? Is this to say thank you? Is this just a newsletter that you’re sending to folks? Is this, perhaps, just a confirmation letter of something?

So we’ll kind of walk you through that, and let you make kind of the best decisions there. But it’s a pretty easy to use, you know, Word document type interface here, where you can insert any merge fields and tags. So those will automatically bring in, you know, whatever that amount of donation was that they made if you’re doing batch letters. Pretty easy to use. You know, you just run your batch, you print them all, and then, you know, stuff them in the envelope, and off they go.

One really kind of unique feature here is we have a little bit of an auditing tool that will kind of check whether or not these letters are donor centric and easy to read. So you can see that this basic appeal letter that I have here, it passes the “you” test.

It’s donor centric, doesn’t talk too much about us as an organization. It more talks about the donor. But the reading level is perhaps a little bit below where we would want it. It’s a fifth-grade reading level, and the ideal is between the sixth and eighth grade. So maybe I’ll want to bulk up this letter with a couple more stories.

You know, you can see it’s pretty short here for just an appeal thank you. You know, maybe we’d want to type in a story, or say something a little bit more dynamic, and get that reading level up a little bit, perhaps.

But yeah, here’s all your letters. Again, the filtering, very similar to the reporting structure. You just kind of add your filters to go out to who you want the letter to go to, and then run it and print it.

We also have built-in email marketing, so if you’re using something like a Mailchimp, or a Constant Contact, you’ll feel right at home in the Bloomerang email editor. It looks and operates very similarly. And again, you can create any kind of dynamic email for a newsletter, an event invitation, you know, your online giving form, thank-you receipts. You can control all those things in here.

And like reporting, we have some starter templates you can get going with here, you know, for kind of common uses that you might want to start off with here. And the editor, like I said, very similar to some of those other email marketing tools that are out there.

So you can do some drag and drop, you know, insert pictures, and links, and buttons, and all those good things, for sure.

We also will give you some nice analytics on those emails, so you can kind of see, you know, who opened it, who clicked through onto it. Was it delivered to the right person? Did we get all those things that we wanted to happen from that email?

We also have email surveys, so if you’re using maybe a separate tool, like SurveyMonkey, or maybe Google Forms, to survey your donors, you can actually do all of that right in through Bloomerang. We will automatically email three groups of supporters specifically some custom surveys that we had some experts come in and create for us, so you know that the data that you’re getting from the surveys is good, it’s actionable. It won’t lead you to make any sort of, you know, knee-jerk reaction decisions to the information you get back.

So we will survey brand-new donors for you. We’ll survey donors who have been giving for a while, as well as lapsed donors. You can kind of find out, hey, the people that have stopped giving to us, what is it they don’t like? Maybe it’s because we didn’t thank them. Maybe they are starting to give elsewhere, or they couldn’t afford it. Whatever those things are.

So once you turn on those surveys, they pretty much will run automatically to those three core groups, which is nice, because you can kind of see, you know, do people appreciate you? Are they kind of satisfied with the communications you’re sending? Do they trust you? You can kind of see how those scores change over time, and maybe sort of adjust your efforts accordingly.

One kind of handy thing we have in Bloomerang is our Twitter listening hub. So we will allow you to plug in your organization’s Twitter account and monitor any mentions that other people have of your charity.

So this really comes into play in a couple of different use cases. If maybe you’re doing an online giving campaign, maybe a Giving Tuesday campaign, something like that, where maybe you’re generating a lot of social media interactions, specifically on Twitter.

Or maybe you’re having an event where you’re encouraging people to live Tweet the event, or send in any questions, or comments, or photos, or videos of the event as it’s happening. You can see all those things here, but the real power is if any of those people are doing those things, you can add them into your database if they aren’t already in there, and then their engagement score will start to increase as they interact with you on Twitter. And if they’re already in the database, you can see their current engagement score. And again, if they continue to interact with you here, that score will go up.

You can also track any hashtags, so if you have a specific hashtag for a given event, you can log that in here and see kind of who your best supporters are that are engaging with you, you know, through that campaign, or through that event. Pretty handy, especially if you do a lot of online campaigns, and encourage people to Tweet you during their events.

We also have an import tool. So, you know, we’ll definitely help you with that initial data migration, but if perhaps you find a spreadsheet later on of some supporters from the past, or maybe you do an export of some other system that you’re using for something else, and you want to get all those people into Bloomerang, you can easily import those people with that spreadsheet, and get all those people in right away, without having to do, you know, a lot of manual data entry to get those people in, which is nice.

And then, of course, you’ve got all of your setting where you can create other users. You can kind of set their levels of permission, as well as kind of create all of those fields that I talked about before. So why don’t we go into some of those custom fields so you can kind of get a sense of those things.

So this is where the flexibility of Bloomerang really comes into play here. Let’s say you’ve got your donors. Well, you want to know maybe which high school in your system they went to, whether or not they are interested in a specific program that you have. Maybe you’re an arts organization, we want to track do they like glass blowing, do they like clay making, do they like pottery, do they like painting?

You can do all those different things in here, as well as create any of those workflows, like I said before, for moves management, volunteer information. Really powerful. You can create an infinite number of these categories, and then the actual fields within those categories.

So really anything you want to track in Bloomerang on constituents can be done so, for sure.

I want to go back real quick . . . website integration. This is always a hot topic. You can use Bloomerang to create any kind of website form that you would want to have connected from your website to the database. So online giving, of course, your donate page, or any other individual donation pages for unique campaigns, or unique landing pages, you can create all those here.

So you create your form here. We’ll give you a little bit of a code snippet that you can paste onto whatever webpage you want. And then, if someone fills out that form, they’ll automatically be entered into the database, which is nice. You don’t have to do any, you know, manual data entry, any imports, exports for online giving. Really, any kind of form you would want to create. Event registration, email sign up, volunteer sign-up form, any kind of form that just collects information about the donor, you can create those things, as well as connect to Google Analytics for website visit tracking. So you can see, hey, if this person visited your website, you know, that’s just another engagement signal for those people.

So lots of settings. I mean, we could spend hours in the settings alone. You know, obviously you would set up your payment processor, all your emailing information, you’d do all that right when you get started with the database, for sure.

So I know we covered a lot, but I know there’s a lot of things that we didn’t dive into that maybe you have specific questions about. So I would definitely encourage you to schedule a live demo, a personalized demo, where we can, you know, create the kinds of reports, or custom fields, or kind of show you workflows that maybe are really meaningful to you that perhaps you have in your current system, and would want to see those things in your new Bloomerang database.

So thanks for watching this, sticking through to the end. If you have any questions, we’d love to hear from you. There’s a live chat right here on our website you can check out. And I definitely encourage you to schedule that live demo, and we can start showing you even more about what Bloomerang has to offer.

So thanks for watching, and hope you have a good day.