Changelog

Changelog 2018-08-13T08:39:38+00:00

We’re hard at work building the most advanced and user-friendly fundraising donor database. We typically operate on a continuous release cycle, and the most notable new features are documented here. Follow this page or our product blog for more in-depth explanations of our latest updates.

8/13/2018

  • 1 infrastructure update.

7/17/2018

  • 3 bug fixes.
  • 2 minor improvements.

7/11/2018

  • 4 minor improvements.
  • 3 bug fixes.

7/9/2018

  • 2 bug fixes.
  • 1 infrastructure update.
  • 1 minor improvement.

7/2/2018

  • Projected Revenue reporting is here! This provides users with the ability to calculate cash flow projections based on pledge and recurring donation installments projected during a specific timeframe.
  • 1 infrastructure update.
  • 1 minor improvement.

6/28/2018

  • 2 bug fixes.

6/20/2018

  • 1 bug fix.

6/14/2018

  • 1 minor improvement.
  • 1 bug fix.

6/13/2018

  • 3 minor improvements.
  • 1 infrastructure update.
  • 1 bug fix.

6/11/2018

  • Released email deliverability improvements wherein emails in Bloomerang databases are scanned and marked with a “bad” badge when they are invalid, spam traps, or other types that would hurt customers’ email reputations.
  • We made some improvements to the way contact information is presented on households. Specifically, only one primary address, email, and phone number is displayed, and each address, email, and phone number is only listed once, and the members who share it will be listed.
  • 1 infrastructure update.

6/8/2018

  • 1 minor improvements.
  • 2 bug fixes.

5/30/2018

  • Released a new and improved Features Portal accessible directly within Bloomerang to streamline feature suggestions and feedback.
  • 3 infrastructure updates.
  • 2 minor improvements.
  • 1 bug fix.

5/24/2018

  • Released improvements that help obtain and track consent to communicate with EU constituents to help with GDPR compliance.
  • 2 infrastructure updates.
  • 1 bug fix.

5/17/2018

  • 2 infrastructure updates.
  • 3 minor improvements.
  • 3 bug fixes.

5/15/2018

  • 2 infrastructure updates.
  • 1 minor improvement.
  • 2 bug fixes.

5/11/2018

  • 2 bug fixes.

5/10/2018

  • Released a deeper integration with DonorSearch wherein every constituent in the database now has a Generosity Score that shows their philanthropic giving potential.
  • 2 bug fixes.

5/7/2018

  • Released an integration with Intercom that enables users to receive in-app prompts with links to resources, get a status update on Bloomerang’s system, and receive email updates with organization milestones.
  • 1 bug fix.

5/2/2018

  • 3 bug fixes.
  • 1 infrastructure update.

4/30/2018

  • 2 bug fixes.

4/23/2018

  • 1 bug fix.

4/20/2018

  • 1 bug fix.

4/19/2018

  • 3 bug fixes.

4/16/2018

  • 1 bug fix.

4/12/2018

  • An Account Number column is now automatically included when a report is exported to Excel.
  • 1 infrastructure update.

4/5/2018

  • 1 infrastructure update.
  • 5 bug fixes.

4/2/2018

  • We’ve made some changes to recurring donation payment dates. With this release, prepaying the next installment date will not force the date of the payment to the next payment date. This change allows customers to accurately date the payment when it’s received and not have inaccurate, future-dated payments.
  • 1 infrastructure update.

3/26/2018

  • Released a new user permission that will allow only certain users to add, edit, and delete transactions.
  • Fixed a bug wherein copying a form removed the additional notification emails from the original form.
  • 1 bug fix.

3/19/2018

  • “Conversion in progress” is displayed in-app if a database is still in Conversions.
  • 2 bug fixes.

3/13/2018

  • Fine-tuned the Donor Retention wheel calculations, and added the ability to customize the filters to exclude certain transactions or add soft credits, select rolling, fiscal, or calendar year, and added click-through reports from the Dashboard.

3/2/2018

  • 1 bug fix

3/1/2018

  • Customers can now send online form notifications to multiple email addresses! This is an option within the form builder.
  • 1 infrastructure update

2/28/2018

  • 3 bug fixes
  • 6 infrastructure updates

2/26/2018

  • 2 infrastructure updates

2/21/2018

  • Fund name is now sent to new transaction processors connected with Bloomerang via Spreedly.
  • 2 infrastructure updates
  • 1 bug fix

2/14/2018

  • Bloomerang customers in the “Grow” level will now have access to the Sustainability Scorecard
  • New username requirements enforced. If a user tries to log in with an invalid username, they’ll be directed to make changes before continuing into the app.
  • 1 infrastructure update

2/12/2018

  • Added ability to update Fund, Campaign, Appeal, and QuickBooks Account on Recurring Donations
    • Recurring donation payments can now be modified to be recorded against different Fund/Campaign/Appeal
    • Changes to the Recurring Donation Schedule will affect only future donations
  • State field no longer populates with US states when creating a constituent in Canadian and Bermudian databases
  • Fixed an error in Task reports for when constituent information was included in columns but the task wasn’t assigned to a constituent

1/29/2018

  • Updated TrueImpact calculation to use Stripe’s Nonprofit Rate (2.2%)
  • Corrected email footer for Canadian organizations to correctly display city, province, and postal code
  • Removed “Find Constituent” merge field from letters and emails
  • Mass emails sent from @verizon.net will be sent from @bloomerang-mail.com to improve delivery rates
  • Added link to our status page and a button to chat support from the application error page

1/22/2018

  • Auto-processed pledge payment failures now included in “Credit Card Payment Failure” alert

1/21/2018

  • Corrected letter and email data table to allow formatting text font and size

1/17/2018

  • Fixed an error with the arrears filter and column

1/10/2018

  • 1 infrastructure update

1/8/2018

  • Corrected an issue where website visits were not being tracked properly for merged constituents
  • Updated the task dashboard count to include Benevon follow-up tasks
  • Updated the failure message on the Payment Failures Page for Aplos syncing errors
  • 1 infrastructure update

12/17/2017

  • The duplicate matching logic for identifying duplicate organizations was improved to factor in additional, standard USPS business abbreviations (e.g. almost identical organization names with “&” vs “and” will now be identified as matches)
  • The #10 letter size option was removed from the letter designing tools (this is an envelope size, not a letter size)
  • 7 infrastructure updates

12/14/2017

  • Validation was added when creating subject lines with invalid characters in the mass email module
  • Fixed a reporting bug where the “Is a Specific Soft Credit” filter was filtering on multiple types of transactions, not just soft credits
  • Fixed a bug introduced in a recent release where using the Send a Test Email option in the email designer was sending the test email multiple times
  • Fixed a bug introduced in a recent release where the most clicked link in the email tracking metrics was not displaying the correct URL
  • 1 internal update

12/11/2017

  • Added the Find Constituents filter to reports, letters, and emails; this allows users to include or exclude specific constituents to their reports, letters, and emails
  • Fixed a visual bug in Firefox where the “Save And” button in reporting wasn’t aligned with the “Cancel” and “Delete” buttons
  • Added new API endpoints for the Private Key API to allow users to request a list of custom fields, get the type of custom field, and load the values for the custom field (if pick one or multi-select)

12/6/2017

  • 3 infrastructure updates

12/3/2017

  • Squashed an import bug where special characters in custom field names were not allowing the custom field to be mapped
  • 1 internal improvement for reports created during the conversions process

11/30/2017

  • Added the ability to upload a custom profile picture to the Constituent Header
  • Improved the mobile responsiveness of large images in mass emails generated from Bloomerang
  • Fixed a bug with refreshing the Engagement Level when a Task is saved as an Interaction
  • Fixed a bug where an accent mark in the username was preventing users from accessing the knowledge base
  • Fixed a bug with selecting the Raised, Revenue, and Soft Credit filters on the Constituent Summary Graph on mobile devices
  • Updated how addresses with more than three lines are displayed in the Constituent Header; an ellipsis is displayed in the third address line and the full address is displayed when placing the cursor over any line of the address
  • 3 infrastructure improvements

11/20/2017

  • Fixed a bug with resetting Google reCAPTCHA on online donation forms. Donors sometimes make mistakes when submitting online donation forms. Bloomerang displays error messages to help them to understand what went wrong (example: credit card declined). When donors attempted to make corrections and resubmit forms, they couldn’t because reCAPTCHA wasn’t resetting properly. We made an update to reset the reCAPTCHA, allowing donors to resubmit forms successfully.
  • 2 performance improvements: Interactions with lots of custom fields values and constituent profile pages are now faster

11/16/2017

  • Added Moolah, an authorize.net transaction processor for credit card and eft payments

11/13/2017

  • Squashed a bug presented on 11/08/2017 where some links inserted into mass emails were not working correctly when clicking on them

11/08/2017

  • In order to improve email deliverability, customers attempting to send Bloomerang mass emails from non-domain specific email addresses (i.e. gmail.com, yahoo.com, etc.) will have their “mailed by” address replaced with organizationname@mailman.bloomerang-mail.com (it used to be “.co”)
  • Updated the mass email tracking tools to use SendGrid’s open/click/unsubscribe tracking tools

11/2/2017

  • Squashed a bug with event registration forms where the “Cannot attend” option was not triggering a confirmation email
  • Updated the mass duplicate merge process to better determine which records to keep/skip when merging

10/30/2017

  • API fix for merging values in pick-multiple fields when using the private key API
  • 2 infrastructure improvements

10/23/2017

  • Infrastructure improvement that makes transaction pages faster
  • Fixed a bug with the year filters on the timeline view

10/16/2017

  • Updated the default sort order for letters and labels created by the letter generator to sort by country then postal code (this accommodates requirements for bulk postage mailing rates)
  • 5 minor reporting improvements
  • 1 infrastructure update

10/10/2017

  • Updated the Envelope Name field on households to accept multiple-line envelope names instead of just single line envelope names
  • 1 infrastructure update

10/6/2017

  • Fixed an issue with the font displayed for long date and text fields on Bloomerang-hosted online forms
  • Fixed an issue with sending online form confirmation emails
  • Fixed an issue with the margins for checkboxes and radio buttons on online forms

10/2/2017

  • 4 infrastructure updates

9/28/2017

  • Added the Engagement Level Meter to household records (household engagement is calculated based on activity for all constituents in the household)
  • Updated how engagement levels are refreshed
  • Updated the command that imports DonorSearch batch screenings
  • 2 infrastructure updates

9/21/2017

  • Improved performance (speed) when loading constituent summary, timeline, and transaction pages for constituents with lots and lots of entries
  • 5 infrastructure updates

9/20/2017

  • Activated Google reCAPTCHA on all Bloomerang-hosted online forms to help with fraud prevention
  • 5 infrastructure updates

9/16/2017

  • Constituent Summary Page update: Ability to filter on raised, revenue, and soft credit transactions on the giving summary graph
  • Fixed 2 display issues with soft credits:
    • $0 soft credits will now display correctly in Internet Explorer
    • Soft credit badge is no longer cut off
  • Removed unnecessary chevron and drop down options from the import list page
  • Fixed an issue with the pledge days in arrears filter
  • Made an update so the From Name will be displayed in email recipient inboxes (instead of the organization name) even when sending from non-domain email addresses (i.e. gmail email address). Additionally, a DMARC warning will be displayed when a user create a new email template with a non-domain email address
  • 3 infrastructure updates

9/7/2017

  • Ability to add additional, non-scheduled payments to recurring donation schedules
  • Reporting update for recurring donation schedule status: The “Overdue” status is defined as any schedule without a payment on or after the most recent installment date
  • Ability to enter an end date on recurring donation schedules with expired credit cards
  • 2 infrastructure updates

8/30/2017

  • Added the ability to support credit card processors using Canadian currency

8/28/2017

  • ElasticSearch infrastructure update

8/11/2017

  • Infrastructure update

8/10/2017

  • Added an option to setup an autoprocessing payment method for pledges (credit card or EFT)
    • Bloomerang will automatically process payments for pledges with an autoprocessing payment method of credit card or EFT data according to the pledge installment schedule. Bloomerang will track any failed credit card payments so we can build a way to resolve them using a payment failure notification.

8/7/2017

  • Sustainability Scorecard
    • Measure your organization’s sustainability based on quarterly assessments and data from Bloomerang
  • Created a data service command to update pledge schedules
  • Added built-in fields for DonorSearch Batch Screenings
    • Added the overall DonorSearch score, “Generosity Score”, on the Constituent Summary page
    • Donor Search batch screening details are stored in Bloomerang fields with the ability to report on them
  • Updated the DonorSearch Batch Screening export
  • Updated Task reports for Households
  • Added a “Coming Soon” Household engagement section on the Constituent Summary page for Households

7/27/2017

  • 2 reporting performance improvements (this will make reporting over 247x faster)
  • Updated the column filters on the Household Average report template
  • Different households with the same household name will no longer be grouped together in reporting
  • Added new page sizes to letters (#10,Half-Letter,Executive,B5)
  • 2 infrastructure improvements

7/24/2017

  • Update to country list
  • Added “Mx.” as a name prefix
  • Bug fix to new line character with export to excel and address label exports
  • Improvement to validation on Constituent and Volunteer online forms
  • Removing comma in amount field in online forms
  • Improvement to handling “$” character in the amount field for online donation forms

7/19/2017

  • Updated criteria for SPF and DKIM checking for BCC to Bloomerang
  • 4 updates in preparation for an upcoming feature release

7/16/2017

7/11/2017

  • Updated duplicate matching for international phone numbers to exclude non-numeric values
  • Disabled automatic running of reports for customers with larger record counts

6/28/2017

  • Added new merge fields to letters and emails for pledges and recurring donations
  • Updated the name of the “Address” merger field to “Street”
  • Updated empty data tables in letters and emails to include an “Add Column” button
  • 2 infrastructure updates

6/27/2017

  • Changed the “Donate” button on online forms to “Enter Payment” when the credit card payment option is selected
  • Clicking the “Cancel” button in the online form builder will redirect the user to the form list instead of taking the user to the previous page
  • 1 infrastructure update for reporting

6/26/2017

  • Added an option to deactivate online forms
  • Updated reporting for deceased constituents
  • Import tool will recognize “M” and “F” as Male and Female when importing Gender

6/22/2017

  • 14 minor improvements

6/16/2017

  • 5 minor improvements

6/12/2017

  • Mass Email Scheduling
    • Schedule the emails in your drip campaign, including the follow-ups based on constituent responses.
    • Design your monthly newsletter today and schedule it to send next week.
    • Schedule emails to send when constituents are the most likely to open them.

5/17/2017

  • Fixed 2 reporting bugs
  • 5 minor improvements

5/15/2017

  • Recurring donation credit card payment failures feature
    • Allow Bloomerang to help you resolve your payment failures to recapture lost revenue and retain donors

5/7/2017

  • Personalize and edit letters after they are generated using Bloomerang’s letter tools
    • Add a personal note or fix an issue before sending the letter
    • Make all your changes in Bloomerang to preserve formatting and retain the final version of the letter in Bloomerang (no need to export to Microsoft Word)

4/24/2017

  • Dashboard Update: Change “Raised this Year” to “Raised This Fiscal Year”

4/6/2017

  • Improved the export for DonorSearch batch screenings
  • Squashed a few bugs:
    • Error when deleting a constituent with an attachment
    • Fixed a race condition when processing CC and EFT transactions at the same time

4/5/2017

  • Fixed the error when attempting to delete a recent mailing

4/4/2017

  • Fixed an issue with editing the date on a processed transaction

4/2/2017

  • File Attachments
    • Store or link your fundraising documents and images on any timeline entry in Bloomerang. Now you can upload planned giving proposals to interactions, signed pledge cards to those pledges, or link out to meeting notes stored on other online services (Google Docs, Dropbox, or others).

3/13/2017

  • Bloomerang for Benevon:
    • Track your Benevon workflows including point of entries, follow-ups, asks, and ongoing cultivation using features Bloomerang created specifically for Benevon customers!

2/27/2017

  • Sorting by a custom field now:
    • Sorts all values as expected
    • Blank (null) values show up first (in ascending)

2/15/2017

  • Improved application responsiveness
  • Squashed a few bugs:
    • Phone extension containing letters causing reports to fail
    • Error in grouped and collapsed report with a “pick one” date custom field column
    • Dashboard including transactions dated last week in “Raised This Week”
    • Long column headers cause import summary to hang

2/13/2017

  • Fixed an issue with First and Last transaction sorting

1/26/2017

  • Fixed a few items:
    • Cannot edit a fund when in use by an online form
    • Error when reporting on Tasks’s “User” field
    • Pledge Amount field totaling both Pledge and Pledge Payments

1/18/2017

  • Updated the Pledge Details template to use “Date” as a column rather than “Pledge Date”
  • Fixed an issue with editing email interests

1/13/2017

  • A few improvements for how Online Forms work with Funds, Campaigns, Appeals, and Custom Fields:
    • Warn users when attempting to deactivate a field or value that is used on a form
    • Re-save when fields or value are added or edited (prevents errors with forms being “out of sync” with these values)
  • Fixed a reporting error when another user changes data pulled in the report

1/11/2017

  • Added “Deductible Amount” filter to reporting

1/6/2017

  • Corrected the letter preview so that it shows the first five letters being generated (instead of the first five items in the report)

12/20/2016

  • Fixed a reporting bug where certain modified pledges were displaying the wrong information for First/Next/Final Installment fields

12/19/2016

  • Data tables in letters and emails are not sorted by the entered date, not Created Date
  • Page focus is now correctly set on Prefix/Title field when creating a new constituent
  • Fixed a few problems:
    • Custom fields could not be deleted
    • Error with Last Website Visit filter

12/12/2016

  • Corrected a problem with totaling pledge & recurring donation payments in letters

12/5/2016

  • Fixed two issues:
    • Campaign progress bar on summary page not displaying the first campaign by default
    • Multiselect values not respecting list sort when adding to filter

11/21/2016

  • Give donors the choice to pay for bank processing fees with their online donation by enabling True Impact when configuring forms
  • Formal Transaction Date (i.e. November 21, 2016 merge field for letters & emails)
  • Removed leading zero from Today’s Date merge field
  • Fixed getting HTML of an email

11/16/2016

  • Online form improvements prior to Giving Tuesday
    • Fixed some issues with auto-fill when donating
    • Auto-resize window on mobile devices
    • Facebook Share button now shares the online form link (rather than the Organization’s Facebook page)
    • Support for Bermudian addresses

11/15/2016

  • Added incomplete validation for Canadian addresses
  • Use donor’s browser date as donation date (+/- 1 day) instead of organization date
  • Fixed a few email issues:
    • White blocks when editing email sections
    • Deliverability counts not correct
    • Unable to save or send email without Email Interests

11/9/2016

  • Fixed an issue with letters where an image was split between pages

11/7/2016

  • Constituent letters that use the “One Letter per Household” option now correctly create interactions on the head of household account

11/3/2016

  • Another day of making nonprofits more awesome via fixes:
    • Household account status incorrectly displaying as “inactive”
    • Day of the month filter not working
    • Transaction, interaction, and note reports & letters set to  “Export Households” not showing household addresses

11/2/2016

  • For the third consecutive day (NICE, right?), we released some fixes:
    • Error with filtering on Tribute Type
    • Email separators not displaying after save
    • Migrated “giving history” filter incorrectly finding people who never gave

11/1/2016

  • Fixed a few issues, practically in real time!
    • Email templates not showing correct font on edit page
    • Error when editing non-primary address/email/phone columns
    • “Today’s Date” merge field not using long format (November 1, 2016)
    • QuickBooks export not displaying correct Income Account and Classes
    • Exported Account Number and Transaction Number contain commas
    • Email template blocks being “lost” when moving and then previewing
    • Email footer missing City, State, and ZIP code

10/31/2016

  • Fixed a few issues:
    • Acknowledgement type letters/emails not flipping Acknowledged flag to “yes”
    • Moving and grouping column issues
    • Email styles not saving
    • Email tracking events not updating
    • Dashboard calculations not refreshing overnight

10/30/2016

10/19/2016

  • Fixed an issue with sending names containing commas, apostrophes, and hyphens

10/17/2016

  • Fix for handling non-latin characters in email subject line
  • Unread notifications now correctly display upon every login

10/12/2016

  • Constituent header now correctly displays primary non-U.S. addresses

10/3/2016

  • Real-time fund accounting integration with Aplos
  • Fixed a few issues:
    • Canadian Province, Nunavut, spelled incorrectly
    • Recurring Schedules set as “Do Not Process” show default transaction processor

9/6/2016

  • Improved the performance of the constituent Summary page

9/1/2016

  • Updated how Bermudian addresses are handled

8/29/2016

  • Refunds of non-processed (not CC or ACH) transactions can be deleted
  • Added “$” symbol to make Amount fields more distinguishable when creating Event Forms
  • Created a specific error message if Notifications fail to load
  • New user welcome email text tweaked

8/22/2016

  • All Bloomerang generated forms now accept international donations
  • Added International address & phone number handling in-app
  • Changed the “Postal Code” address field to “ZIP Code”

8/15/2016

  • Only “Active” items are displayed by default in list pages (Funds, Appeals, Custom Fields, Online Forms, ect)
  • Changed references of “SSL Certificate” to “security certificate”
  • Fixed two items:
    • Add Organization icon now a briefcase
    • Formal Name construction was inconsistent (fixe is {Title} {LastName} or {FirstName} {LastName} depending on if Title is present)

7/25/2016

  • Fixed a few issues:
    • Launched email time not displaying in user timezone
    • “View Code” option for old email sign-up forms not working

7/14/2016

  • Email templates using Gmail, Yahoo, Microsoft or AOL email for the “from” addresses will now be sent using yourorgname@mailman.bloomerang-mail.co
  • Fixed a few issues with email tracking
    • Online form confirmation emails not showing deliverability detail past the “launched” stage
    • Screen jumps when opening an additional mailing deliverability detail list

7/12/2016

  • Fixed an issue with imports page erroring for users that had deleted a template used in one of the five “recently processed imports”

7/11/2016

  • Two updates to import:
    • Use pipe (|) as a delimiter between values for multi-select fields – this ensures consistency even if field values contain commas
    • Import details now show the number of donations, notes, and interactions created
  • Reporting now exports multi-select field values delimited by a pipe for consistency with the import change above
  • Interaction based online forms for logging volunteer activity and capturing constituent information

6/29/2016

  • Refined the EmailInterestType Constituent API endpoint to be consistent with how interests are merged in-app

6/29/2016

6/28/2016

  • We made the following enhancements to our Constituent API endpoint:
    • Added EmailInterestType to properly record email optouts from other systems
    • Added the created/modified by user and created/modified datetime to the response

6/27/2016

  • When importing, the preview step now shows the number of interactions and notes that will be created
  • The arrow indicating the direction of a constituent merge is now clickable to switch direction
  • New validation message to prevent users from creating pledges with unusual number of installments (>1000)
  • Fixed a few things:
    • Constituent Search button doesn’t have a right-hand border
    • Checkboxes in filters have unexpected behavior

6/16/2016

  • Tribute type (“In Honor/Memory of”) merge field now lower cased for more correctly formatted letters/emails
  • Set constituent country to United States if imported address has no country defined
  • Added two new API methods:
    • Transaction Refund: to post refunds for transactions not processed in Bloomerang
    • Constituent Merge: accepts constituent information and returns either a found constituent (with merged data) or a new account if no duplicate is found
  • Fixed a few issues:
    • Primary Contact for primary record not being retained when merging Organization records
    • Invalid EFT account information causing forms to not submit
    • Non-deductible amount not correctly displaying in IE when converting donations to payments

6/13/2016

  • Fixed an issue where single-select fields (checkboxes) didn’t show the correct state

6/6/2016

  • New feature to easily move donations to pledge or recurring gift payments
  • Improved email template editor for more consistency between edit, preview, and send

5/16/2016

  • Online Form fraud prevention tools
    • CAPTCHA support
    • Rate Limiting
  • A few minor tweaks & bugfixes:
    • Tribute page now reloads the current page when deactivating a tribute
    • Email interests of the kept account are preserved if the duplicate account is opted in to all.
    • Fixed an issue when accessing old letter batches that are more than 5 mailings old

4/29/2016

  • Fix for an issue with viewing individual letters after the original letter template was deleted

4/27/2016

  • Event Registrations have been added as a new online form type
    • Set up multiple ticket levels
    • Registrants select ticket type and quantity
    • Automatic total calculation
  • Fixed two issues:
    • Clicking a multi-select custom field in Firefox opens a new tab
    • Multiple online forms on one page sometimes caused custom fields fields to not record correctly

4/21/2016

  • Improved duplicate constituent identification by trimming extra spaces in names before saving and comparing

4/18/2016

  • Improved email delivery tracking! For new emails sent out after today:
    • More insight into why messages aren’t delivered (deferred, dropped, and bounced) with help on how to resolve the issue
    • Click on a delivery status to see the specific list of email addresses, then click again to drill right down into the constituent’s interaction

3/22/2016

  • Fixed a few issues:
    • Engagement score not refreshing on some accounts
    • Year only custom field having issues with leap years

3/14/2016

  • Households will pull the primary address, email, or phone number of the secondary household member if the Head of Household doesn’t have one (only works for households with two members
  • Added “Text Message” as preferred channel on the profile and an interaction channel
  • Made speed improvements on the Tributes, Email Interests, Relationship Roles, Appeals, Campaigns, Credit Card Processors, Funds, and QuickBooks Accounts pages
  • Improved email editor to allow for adding hyperlinks without prefixes (i.e. cnn.com vs http://www.cnn.com)
  • Import changes
    • Text on final step of imports will more clearly differentiate number of constituents added and updated
    • Periods in Organization Names will not be stripped out to identify matching records
  • Fixed the database export failing if it contains pledges without installment schedules

3/8/2016

  • Improved duplicate matching criteria for online forms submitted with two first names (i.e. John & Mary Jones will match John Jones and Mary Jones)

3/7/2016

  • Improved Fundly integration by adding support for refunds (from the peer to peer solution)
  • Fixed an issue with displaying more than 1,000 images in the image gallery for letter/email editing

3/4/2016

  • Corrected an error when updating expired credit cards on recurring donations

3/3/2016

  • Fixed a few issues with forms:
    • Not submitting for organizations whose name included an apostrophe
    • Not loading if the donor had visited the page before the 3/2 update
    • Sometimes not loading when two forms were on the same page
  • Fixed two errors in the app:
    • When adding credit card to existing recurring donation schedule
    • Viewing the Website Visits setup page

3/2/2016

  • Improved credit card security through payment modal on online forms
    • CVV Codes now required (both in-app and online forms)
  • Disabled editing of Advanced Forms (customized forms can now be self-hosted directly on your site)
  • Fixed an issue where transactions cannot be saved if the user entered credit card info but picked “do not process”

2/8/2016

  • Transactions on the tribute page are now sorted by date
  • Improved import matching for files containing account number
    • Only rows with account numbers are imported
    • Account number is used exclusively for matching criteria

1/31/2016

  • Fixed two issues:
    • Letter generation crashes when very large images are used
    • Error when saving online donation or email signup forms with social media options

1/28/2016

  • Updated online forms to allow for EFT payment option when an EFT capable processor is selected
  • Re-instituted a way to download an individual letter from the interaction it created

1/22/2016

  • Released a fix to improve search speed efficiency

1/19/2016

  • Made UI improvements to the donation level fields in Online Forms
  • Fixed a few things:
    • Separator lines in email disappear when moving them into a thin column
    • Searching using quotation marks now returning unexpected results

1/15/2016

  • Fixed an issue with the letter editor where pressing arrow keys would cause the letter to no longer display

1/14/2016

  • Added in-app Notifications
  • Improvements to duplicate matching
    • Improved address standardization
    • Constituents with the same email must also share a name to be merged automatically
  • Added a favicon to the hosted donation form
  • Clicking save after editing a pledge schedule takes the user back to the timeline
  • Some fixes:
    • Changing pledge frequency with blank installment dates caused Amount to not display
    • Test emails don’t include Bloomerang tracking parameters (URLs are the same now for both test and the emails actually sent to constituents)
    • Tribute search doesn’t display results unless entire name is typed or a wildcard is used
    • Issue with images in emails not resolving width tag correctly
    • 10 other bug fixes and minor improvements

1/13/2016

  • Fixed a bug with image quality in letters

1/6/2016

  • Upgraded letter generation efficiency. Individual letters are now saved as HTML on the interaction with a link to PDF of the entire batch in which they were generated.

12/3/2015

  • Added missing Canadian provinces, eh?
  • Fixed an issue where states would sometimes not display in alphabetical order
  • Fixed a bug where the First/Latest/Largest transaction merge field would be incorrect in emails

11/25/2015

  • Added a confirmation when generating over 1,000 letters
  • Changed the wording on the letter confirmation page to indicate the count of letters without a valid address includes those with no address
  • Fixed a bug that prevented acknowledgement and notification emails from being sent when a donor made a recurring donation via an Online Giving Form
  • Removed the ability to set the country of a user (Bloomerang is supported in the U.S. only)

11/19/2015

  • Fixed an error for new organizations sending an email for the first time
  • Made the tooltips in previewing letters consistent with the rest of the application

11/15/2015

  • Released a new feature for customers to download their entire database

11/4/2015

  • Increased size limit for custom online forms
  • Improved error handling with online forms if the card is successful but something on the form is not
  • Fixed a performance issue with updating engagement scores

11/2/2015

  • Updated the Unsubscribe/Email Preferences page:
    • to obfuscate the recipient’s email address for security
    • so the cancel button takes the visitor to the organization’s web page, to the last visited page, or close the window (in that order)
  • Fixed an issue with donation forms on Edge

10/29/2015

  • Dates can now be entered using a two digit year and will autocorrect to the most likely century
  • Fixed Facebook Like & Share buttons that stopped functioning due to a recent Facebook update
  • When an online form is shared on Facebook, the Organization logo is now specified to be the share thumbnail image
  • New warning message when entering advanced code “mode” when editing online forms
  • Changed system generated (from Bloomerang to users) emails to come from bloomerang-mail.co to improve deliverability

10/28/2015

  • Updated online form success pages to scroll to the top on load so they success message is visible every time

10/19/2015

9/30/2015

  • Updated error page with a more accurate depiction of Bloomerang

9/17/2015

  • Refined how transactions are counted for the Constituent Summary and Dashboard

9/14/2015

  • Fixed a few issues with image borders in letter and email editor

9/8/2015

  • Updated logic for Engagement Scores to degrade properly if there is no activity on the constituent
  • Added username to the New User, Organization, and Email Validation emails

8/31/2015

  • Find constituents based on email addresses without using quotation marks
  • Faster imports
  • Fixed a few bugs:
    • Relationship page cancel button takes two clicks
    • Formal Name not including prefix when adding a new constituent
    • Twitter message on donation forms allowing one too many characters if a URL was included
    • Twitter buttons not displaying correctly on the success page in IE 10
    • Email separator line not working when editing in Firefox
    • Image borders not displaying in the editor
    • Problem with deleting images with special characters in their name from the gallery

8/24/2015

  • Added Pledge support to the API
  • Fixed a bug that was preventing login when using IE 10

8/17/2015

  • Disabled an old version of the API so that all customers are in compliance with PCI-DSS. Insecure donations will no longer process, and organizations will be notified via email. If you have received one such email, click here.
  • Fixed a few more bugs:
    • When, in a modal window, the second page of search results wouldn’t display
    • Recurring donations entered late in the day would not process that day
    • Importing files with more than 2,000 rows could cause an error

8/10/2015

  • Customizable Success Page for Online Donation & Email Sign-up Forms
    • Create custom text for each online form
    • Enable donors to share/tweet their donation and like/follow your organization on Facebook & Twitter
    • If needed, redirect to a success page designed outside of Bloomerang
  • Added buttons to Email editor to easily add your organization’s follow & like buttons to your emails
  • Enhanced Engagement Score to more accurately reflect donors that are cooling off
  • Fixed a few bugs
    • “Username not found” when changing a user’s email address or password within the app
    • Broken image link if a constituent’s Facebook profile picture can’t be shown due to a lack of permission
    • Paging when there are more than 500 Reports, Users, or Widgets
    • Campaign totals on Dashboard not including overpaid amount on pledges

7/27/2015

  • Tasks update, including ability to assign tasks to other Bloomerang Users. Read more about it here
  • Dashboard totals now include donations that are less than $1
  • Fixed a bug with paging more than 500 email templates

7/16/2015

  • Added the following state values for military addresses:
    • AA: Armed Forces Americas (except Canada)
    • AE: Armed Forces Africa, Canada, Europe, Middle East
    • AP: Armed Forces Pacific

7/13/2015

  • Made addresses on the profile page clickable links to Google Maps (replaces previous “Map” button in the edit screen of an address
  • Fixed a bug where employer and job title were not being merged

7/6/2015

  • Fixed a bug that was leaving some users without email addresses if they completed the new user validation twice
  • Made text on Website Integration page more consistent
  • Added help links to the CAN SPAM information page to help with setting up SPF records and understanding how DMARC affects deliverability
  • Fixed a bug in the API timeline endpoint

6/29/2015

  • Added NTEE designation to My Organization page
  • New button on constituent profile page for email, address, and phone is only blue if no values exist
  • Added a cancel button to Edit Relationship Role page for consistency

6/18/2015

  • Added read, create, and update for Notes via the API
  • Decreased the chance for “no response received” error message when searching
  • Fixed a bug in imports that caused the UI to hang when importing a file with an invalid row that matched in a constituent followed by a valid row (which matched the invalid row)
  • Fixed a bug where email addresses without a top-level domain (n.b. “user@gmail.com“) would be valid in the UI but were causing errors when sending
  • Fixed a bug where the logged-in administrator would assume another user’s session after editing that user’s profile

6/11/2015

  • Faster performance on letters page when recent mailings contains thousands of letters
  • Fixed a bug when making donations in the application on constituents with Unicode characters in the name

6/10/2015

  • Improvements to donation forms
    • Optical credit card scanning from iOS devices
    • Responsive design updates for better use on mobile devices
    • Donation level clickable modified to reduce selection error
  • When getting HTML of an email, the footer is no longer included
  • New warning message when exiting Advanced Code for online forms confirming loss of customized code

6/8/2015

  • Constituent website visit tracking is now integrated with mass email out of Bloomerang, allowing you to identify visitors to your website when they click through links in your emails
  • Added “Country” to the donation API
  • Improved page load performance for email templates with hundreds of mailings
  • Fixed the display color of the Refresh button on the dashboard when viewing in Internet Explorer
  • In-app help links now point to the correct article in the new help portal

6/1/2015

  • New help and ticket tracking system. Users can now have insight into current status of issues & suggestions.
  • Made it more clear that email recipients are changing their primary email address when updating via the recipient portal
  • Added titles for Rabbi and Sister
  • New iOS icon to clearly identify Bloomerang when bookmarked to your home screen

5/26/2015

  • Additional speed improvements for letter generation

5/18/2015

  • User email addresses are now validated as part of the creation process
  • Administrators can no longer set passwords for users – all passwords are created directly by the user

5/13.2015

  • Fixed a bug with multi-select custom fields not displaying properly in emails

4/30/2015

  • Speed improvements for setup pages of pick type custom fields

4/28/2015

  • Changed our API endpoint to ignore blank address information (we no longer create an address with no values)

4/27/2015

  • Updated the “Run” and “Test” buttons when generating a batch of letters to show that the button has been clicked and that the system is generating the letters

4/23/2015

  • Fundly sync improvements

4/22/2015

  • Speed improvements for searching
  • Fixed a bug with deleting recent mailings that had all interactions manually deleted

4/17/2015

  • Speed improvement for PDF generation

4/15/2015

  • Unused custom field categories, fields, and values can now be deleted
  • Fixed importing websites that contained subdirectories
  • Fixed a bug where links to Bloomerang Securely Hosted Online Forms wouldn’t work in emails
  • Fixed an issue with uploading images with capital letters in the file name in the letters & emails

4/14/2015

  • Improved text scaling in PDFs in letters with large margins

4/13/2015

  • Significant changes to how PDFs are generated in the application. Kerning (letter spacing) and leading (line height) are much improved and more closely match the letter preview
  • Updates to both the letter and email TinyMCE editor to fix a number of bugs
  • Added a new ability to “Get Full HTML” from the email design page to more easily archive newsletters on your website
  • “Save & Continue” is now an option when working on letters and emails
  • Eliminated pasting errors coming from Word documents by pasting as text
  • Backspace no longer navigates away from the edit page if the user has accidentally clicked out of an editable area

4/1/2015

  • Fixed an issue where “Ln” was not matching “Lane” for address street matches
  • Fixed an issue with Campaigns and Appeals not being set properly for submissions of online forms customized using the advanced code editor
  • Mass email confirmations now show in the user’s time zone

3/23/2015

  • Constituent visits to your website can now affect Engagement Score. Online Engagement is live and gives you the ability to identify your website visitors and see the impact on their overall engagement.

3/16/2015

  • Widgets are now Online Giving Forms & Email Sign-up forms and can be accessed from the Settings fly-out menu
  • Detection and free encrypted hosting of Online Giving Forms for organizations that do not have an SSL certificate. Instead of the form, visitors will see a button to “Donate securely via Bloomerang” that, when clicked, will take them to the giving form hosted at https://crm.bloomerang.co/. For more information about this security improvement, see this FAQ.
  • Enhanced integration with BluePay to solve an error where a donor’s computer could not connect to the processor

3/9/2015

  • When deleting a letter template, any Recent Mailings using that template now remain in the database

3/5/2015

  • Fixed an error when creating recurring donation schedules without payment information via the API

2/25/2015

  • Better handling when multiple widgets are on one page
    • Organizations can have a donation and an email sign up widget on the same webpage (e.g. – email sign up in sidebar navigation, donation form in body of email)
    • If two widgets of the same type are on one page, only the first will load. Depending on the type, the second form would display “Only one Donation form can be used on each page” or “Only one Email Sign-Up form can be used on each page.”

2/23/2015

  • Improved functionality for Subscription Lists. They are are now called Email Interests, and the changes include:
    • Clearer instruction when creating Email Interests as to how they should be used
    • Constituents can now update their primary email address from the recipient portal
    • New link added to the email footer (“Manage Email Preferences”) to direct recipients to the portal
    • When viewing a constituent’s Email Interests, it’s now clear that a constituent with no interests is opted out of all mass email communications

2/16/2015

  • Added the capability for website URLs to contain more than the root domain on constituent & organization records (i.e. you can now save www.company.com/foundation as a valid website)
  • Added an API method to record non-processed recurring donation payments

2/8/2015

  • Made an enhancement to donation & email sign-up widgets to perform better on older versions of Internet Explorer (IE8 & 9)

2/1/2015

  • Improved how imports auto-detect middle name
  • Fixed an error with reports when the transaction type is changed
  • Fixed a display issue with the selected payment method button displaying over Check Date calendar selector
  • Fixed default date for recurring donations on widgets so it is a valid format
  • Updated text in recurring donation confirmation emails to differentiate between a one time donation and recurring donation

1/26/2015

  • Ability to move custom fields from one category to another
  • Fixed a bug where commas in donation amounts wouldn’t process
  • Fixed a bug where primary email wasn’t updated from form submissions in some situations

1/15/2015

  • Fixed an issue with DonorSearch not matching on constituents that had ZIP+4
  • Fixed an issue with the Fundly sync
  • Made improvements to how Bloomerang interacts with Stripe when Address Verification System (AVS) is enabled

1/5/2015

  • Changes to the standard organization online donation confirmation email:
    • Differentiates between a one-time and a recurring donation (if recurring, also displays the frequency)
    • Correctly formats donation amount in U.S. Dollars
    • Added Fund and Widget Name to the email
    • Added a link to view the donation in Bloomerang
  • Changes to the standard donor online confirmation email:
    • Differentiates between a one-time and a recurring donation (if recurring also displays the frequency
    • Correctly formats donation amount in U.S. Dollars
  • Improved speed when navigating between pages of large report results
  • Added the ability to search for constituents that have periods in the name
  • Corrected the Before Today & After Today filters to not include today
  • Fixed a bug where some failed online donations created constituent records

12/17/2014

  • Improved speed and download for large letter batches
  • Made a slight change to the DonorSearch integration to use key authentication on searches
  • Removed the “Save and Run” option from the second step of the report workflow for usability improvement

12/14/2014

  • Fixed a bug where online donation and email registration widgets weren’t loading on IE 8 & 9
  • Fixed a bug where the Gift Method wasn’t being set correctly on imports that specified In Kind value and type

12/10/2014

  • Made it easier to add a Stripe API key in the database without including unwanted “RollKey” character

11/30/2014

  • Added the ability to filter on interactions in letters and emails
  • Reconfigured the letter and email creation workflow to be more intuitive
  • 3 new email templates added

11/24/2014

  • Fixed an error when quotations were submitted in widget comments
  • Security updates

11/5/2014

  • Added error handling to import files that contain currency or number pick one/multiple custom fields
  • Reports now sort by constituent sort name by default

11/3/2014

  • Added “Donor Name” as an available field on data tables. This allows for data tables to be used with soft credit transactions to show the donor’s name for notification purposes
  • Fixed a bug where non-latin characters were not displaying properly in generated letters

10/28/2014

  • Fixed an issue where Channel & Purpose were not being set correctly using the API

10/15/2014

  • Fixed a bug in label generation with multi-line addresses
  • Fixed a bug with grouped reports that had multiple pages
  • Fixed a bug with data tables in custom widget confirmation emails

10/2/2014

  • Added the option to download addresses for letters at the end of letter generation. This allows users to create mailing labels that are sorted to match the letter PDFs

9/30/0214

  • Fixed handling of bad import files
  • Changed search to be more consistent and show more results by default

9/22/2014

  • Data tables are now available in emails
  • Report caching to improve speed performance when paging through results and returning to a recently run report

9/7/2014

  • Data tables in letters are now sorted chronologically

8/27/2014

  • List of managed values (funds, campaigns, appeals, custom fields, ect) now have an option to stay alphabetically sorted when new values are added

8/24/2014

  • Fixed a bug where searching for certain common words would not return results
  • Fixed a bug that caused an account to display multiple primary addresses

8/18/2014

  • Fixed a bug that caused recurring donation payments to process before the start date
  • Fixed an issue where inactive QuickBooks accounts would keep active accounts from appearing on the gift entry/edit page

8/16/2014

  • Significant speed increase when loading the timeline
  • Users can now change the default fund
  • Renamed “Recurring Donation” as “Recurring Donation Schedule” and “Payment” to “Pledge Payment”

8/10/2014

  • Added a testing mode for databases using BluePay processors
  • Fixed a bug where identical BluePay donation for the same donor would register as a duplicate and not process

8/5/2014

  • Payment method on recurring donation schedules can be updated
  • Easy updating of credit card expiration dates
  • Fixed a bug where pledge write-off amounts were incorrect if a pledge had a refunded payment

7/8/2014

  • Fixed an issue with drop-down menus on touchscreen devices

7/7/2014

  • Tribute selection on gifts is changed a search window to help with managing a greater number of tributes
  • Added spell check in both letter and email editors

6/29/2014

  • Added a new “Welcome” email template that is based off an interaction filter
  • Added the ability for custom acknowledgement emails to be generated on successful submission of new donation and email widgets
  • Consolidated and updated JavaScript Library

6/22/2014

  • Fixed a bug where donation widgets couldn’t be created if an organization had a disabled default fund
  • Fixed a bug that didn’t allow custom fields to be removed from an email signup widget
  • Fixed a bug with number fields not properly displaying decimal numbers correctly

6/13/2014

  • Additional customization and management of online donation and email registration widgets

6/6/2014

  • Removed limitation in mass email to only send if the Organization has a valid U.S. Postal Address
  • Fixed an error that caused household timelines to not display
  • Fixed an error when loading large timelines

6/4/2014

  • Removed the requirement in the database for CCV when entering a credit card donation inside the app

5/30/2014

  • Changed the API merge behavior for milt-select constituent custom fields. Previously, fields submitted via the API would overwrite values in the database. Now, values are the union of both sets (consistent with how the in-app and import merges work)
  • Fixed a error when loading very large timelines
  • Improvements to mass email service that will ensure the entire job will complete if certain messages fail
  • Fixed a bug that caused an error when viewing some recurring donations
  • Provided a fix for timeout error when finding possible duplicates via the API

5/14/2014

  • Fixed a bug where mailto: links weren’t working in mass emails

5/4/2014

  • Upgraded index servers for improved speed & reliability

4/30/2014

  • Support for EFT donations for online donations via bloomerang.js and the API proper

4/21/2014

  • Added Organization’s website to the contact information footer of mass emails

3/24/2014

3/06/2014

  • Added the ability to filter on Transaction Note

Q1 2014

  • Automated Build Process
  • Additional Report Server
  • Backend for Bloomerang support (reset user passwords, better license tracking for customers)
  • De-duplication process updated for conversions
  • Transaction Note filter
  • Removed session state (laying groundwork for multiple hosting centers)
  • Report engine overhaul (can process millions of rows on reports in a few minutes)
  • Report column for “Transaction Number”
  • Report column for “All Phone Numbers”
  • Allow interaction records to accept custom fields over API

Defects that were fixed:

  • API issue with partner creating emails
  • Encoding issues with conversion utility
  • Allow non-admin users to change passwords
  • Copying letter with Giving History Filter didn’t copy that filter’s parameters
  • Attached acknowledgement interactions do not display on recurring donation payments
  • API Constituent Search looks for each word (fixed to search the entire phrase)
  • Two memory leak fixes
  • Integration with Fundly error on primary phone.
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