Bloomerang Training | FREE to all Customers

Bloomerang trainingYour donor database is only as good as you are at using it. To help, Bloomerang offers resources and trainings as a foundational level of support and knowledge to help troubleshoot any issues and keep your team running efficiently.

Increased productivity and smoother operations are within your grasp with these free Bloomerang training resources:

*Phone support is an additional fee based on the number of constituent records

Bloomerang Training | Additional Options

Bloomerang training

Choose Your Path to Success With These Additional Options

  • Coaching Sessions – Choose from 9 database coaching sessions based on what best meets your organization’s needs.
  • Consulting Services  – We offer a quarterly consulting program, a customized consulting plan and session, and a database audit with specific recommendations.
  • Success Program – We have a new user and no conversion success program. Both programs include check-ins and coaching sessions, but one is focused specifically on your role and relationship with the database and the other is for organizations who opt to not purchase a conversion.

 

 

 

Bloomerang training

Bloomerang Coaching | Add-On Service

Bloomerang training

  • A Bloomerang Database Coach has in-depth knowledge of the database’s structure and insight into Bloomerang’s best practices. Most Coaches have spent around a year in the Support Department and strive to help make customer’s successful and utilize their databases to the best of their abilities.
  • A Coach will not only expand your understand of the features within Bloomerang, but work with you to help you set up workflows and the best practices for that workflow.
  • Sessions will run up to an hour in length. The Coach will review your database in advance and will focus on the set lesson plan or up to 3 selected topics within the session. (See individual sessions for details)
  • We will allow remote access so that you can be in the driver’s seat while we work with you on the lesson plan.

Choose your path to success!

Database Coaching Sessions

Fundraising Basics

A Coach will review and set up basic fundraising elements we recommend establishing and focusing on within your database. 

Choose up to 3 topics to cover:

  • Donor Retention
  • Online Forms
  • Acknowledgments
  • Year End Tax Receipting
  • Solicitation Lists (Mail/Email)
  • Managing First Time Donors
  • Transaction Reports 

Filtering Within Your Database

A Coach will work with you on how to filter within your database. We ask that you come with specific reports or list segmentation you wish to create. We will then use these specific examples within your organization to help you learn how to filter as well as save the reports for you to use in the future.

Session covers basic report logic as well as intermediate and advanced reporting including referencing reports in your communication efforts.

Tracking Your Organization’s Efforts

A Coach will help you set up and review current efforts of tracking additional data using custom fields, online forms, reports and timeline entries. 

Choose up to 2 workflows to cover:

  • Free Event Tracking
  • Paid Event Tracking
  • Volunteer Tracking
  • Membership Tracking
  • Grant Tracking
  • Prospect Management Tracking
  • Benevon*
*Benevon customers only

Managing Your Donor’s Gifts

A Coach will review your current gift-entry process and discuss how to improve your workflow using Bloomerang best practices.

Choose up to 3 topics to cover:

  • Funds/Campaigns/Appeals
  • Adding Transactions to the Timeline
  • Donation Imports
  • Online Giving/Processing Transactions
  • Acknowledgments 
  • Pledge Reminders & Acknowledgements
  • Recurring Gifts
  • Transaction Reporting
  • Miscellaneous Gift Entry 

Communication & Cultivation

A Coach will work with you on setting up communications within Bloomerang as well as tracking your cultivation efforts with your constituents. 

Choose up to 3 topics to cover:

  • List Segmentation
  • Solicitation List
  • Acknowledgments
  • Creating and Sending Emails
  • Email Deliverability
  • MailChimp Integration
  • BCC to Bloomerang
  • Tasks/Task Emails
  • Mobile App 
  • Importing Interactions

Adding Additional Data to Bloomerang

A Coach will work with you to work on your importing workflows for things like Payroll Deductions, Third Party Softwares where you will be continuously importing data into Bloomerang. We will assist you in learning more regarding how to set up your file as well as walk through the importing process. Please note that Coaches will not perform the import and are not responsible for the data being imported.

This Coaching Session is for existing customers who have already imported or converted their initial data into their database.

Session can be broken up into two 30 minute sessions. 

  • File Review
  • Import Review

Year-End Preparation

A Coach will work with you on the tasks within your Year-End workflow including Year-End Appeals and Year-End Tax Receipting. 

Choose up to 3 topics to cover:

  • List Segmentation
  • Solicitation Lists
  • Online Forms
  • Funds/Campaigns/Appeals
  • Import Interactions
  • Year End Tax Receipts

Research Your Prospects*

A Coach will help you to find prospects that you may want to research further using DonorSearch ProspectView using built in tools like Generosity Score & Engagement Levels as well as the giving behavior of your constituents.

Session covers an overview of the DonorSearch ProspectView tool, how you can use reports to get a list of prospects to research as well as tracking your research efforts within your database. 

*ProspectView Required

Using Your Batch Screen Data**

A Coach will show you what comes next once you’ve run a Batch Screen in terms of using the data brought into your database to help you research your prospects further. 

Session covers an overview of the Batch Screen Data, how to use reports to get a list of prospects to research as well as tracking your research efforts within your database. 

**Batch Screen Required

We offer Bloomerang coaching sessions to take your database to the next level!

Click Here To Be Contacted About Coaching Sessions
Click Here To Be Contacted About Coaching Sessions

Bloomerang training

No Conversion Success Program

Please work with a Sales team member if you’re interested in purchasing a database with No Conversion along with the No Conversion Success Program.

  • Our Success Programs provide you with a specific Success Path to help you guide you as a new customer or a new user within an existing database. This will include check-ins with a Coach to ask any questions and review any set up within your database.
  • We’re here to help guide you and answer the questions that may come up during the setup of your brand new database.
  • Our success path will provide you with specific resources to review and action steps to take within your database.
  • A dedicated Coach will monitor your progress to help you stay on track.
  • The program will consist of 2 check-ins with screen share (up to 30 mins) and one coaching session after the onboarding process. 

No Conversion Success Path

Area of Focus

  • Acclimate yourself with your new database and update your settings

Area of focus

  • Add your constituents and data into your database
  • Check-in with your Coach to answer any questions you may have

Area of Focus

  • Set up your online giving forms and prepare to send acknowledgments

Area of focus

  • Work with your data customize your dashboard, create reports and understand fundraising best practices
  • Check-in with your Coach to answer any questions you may have

Area of focus

  • Select a Coaching Session and Sign Up for Academy Classes

New User Success Program

  • We’re here to answer the questions that may come up during the onboarding process with your new position and be your personal champion for success.
  • We will work with you to customize the New User Success Path with what you should focus on based on your role with the organization and provide you with specific resources to review. We will then meet with you after you’ve completed the tasks to answer any questions that have arisen during your process.
  • The program will consist of 1 Needs Assessment (up to 30 mins), 3 check-ins with screen share (up to 30 mins) and one coaching session after the program. 

New User Success Path

Area of Focus

  • Acclimate yourself to Bloomerang and its features to prepare yourself for the Needs Assessment
  • Schedule a 30 minute Needs Assessment to develop your path with your Coach

Area of Focus

  • Topics selected based off the Needs Assessment
  • Schedule a 30 minute check-in with your coach to answer any questions you may have

Area of Focus

  • Topics selected based off the Needs Assessment
  • Schedule a 30 minute check-in with your coach to answer any questions you may have

Area of focus

  • Topics selected based off the Needs Assessment
  • Schedule a 30 minute check-in with your coach to answer any questions you may have

Area of focus

  • Select Coaching Session and Sign Up for Academy Classes

We offer Bloomerang success programs to take your database to the next level!

Click Here To Be Contacted About Our Success Programs
Click Here To Be Contacted About Our Success Programs

Bloomerang Consulting | Add-On Service

Bloomerang training

  • As an organization, you want to use Bloomerang to take you to the next level. Our Database Consultants are here to help you do that.
  • A Bloomerang Database Consultant brings not only database best practices but knowledge and understanding as it pertains to the nonprofit and fundraising industry. Every Consultant has completed the Fundraising Standard and most Consultants have nonprofit experience outside of their work with Bloomerang. Please note, they are unable to consult you on executing your specific fundraising initiatives, but they will strive to make sure that you are using your database to the fullest in your fundraising efforts.
  • We will meet you where you are as an organization and collaborate with you to ensure you are maximizing your efforts in Bloomerang and implementing workflows that will continue to work for you in the long run.
  • Consulting provides you with programs to help hold yourself accountable as an organization as well as sessions to assist with specific needs within your database. 

Quarterly Consulting

  • A holistic approach to helping your organization use your database for its primary intentions of donor retention and fundraising best practices. 
  • We will work with you through quarterly meetings to evaluate your current efforts and provide practical solutions to aid in accomplishing your fundraising goals and propel your organization forward to better fundraising!
  • You will receive a workbook that contains your goals and metrics as well as over 30 pre-built reports for keeping track of the metrics after the program.

General Schedule of a Quarterly Consulting Program

Discussion of goals & data review; insert goals into development plan/road map

Consulting on needed fields, reports and workflows in Bloomerang CRM

Review of past Quarter, Discussion of goals & data review; insert updated goals into development plan/road map

Consulting on anything needed within the database to accomplish Q3 goals

Review of past Quarter, Discussion of goals & data review; next steps for after the program OR set up to continue the program

Consulting on anything that needs to be set up at the end of the program & create a plan for long-term success

Database Audit

  • No matter its size, a well-managed database is an important tool in your fundraising efforts. 
  • It’s best practice to perform a Database Audit at least once a year for optimal success in constructive donor interactions, streamlined reporting, meaningful record keeping and avoiding embarrassing situations. 
  • We will provide recommendations for database maintenance and create reports that will help you understand your data. Additionally, we will assess your data and make recommendations for needed cleanup.
  • Includes a $200 credit toward a Custom Data Service

Based on the needs of your organization and the state of your database.

Consultant takes the needs assessment and audits database to come up with recommendations

We will present what we recommend streamlining and adjusting.

The purpose of an audit is to assess which elements within your database are being utilized and how. Specifically, we will look over your current efforts with Funds/Campaigns/Appeals, Custom Fields, Constituent Contact Information, Constituent Activity and more.

Customized Consulting Session

  • As an organization, you have goals that you just can’t quite seem to accomplish within your database or you want a better understanding of how you can make Bloomerang work better for you. 
  • Our Consultant will work with you to solidify your database needs and will create a customized plan for your team. We also provide specific recommendations for each goal, example workflows, and set-up assistance. 
  • Includes $200 in credit toward a Custom Data Service

Based on your organizational goals and needs, we will create a customized plan for success.

We will present our recommend changes and next steps

Assist with database setup and ensure your team understands the recommended process and workflow.

We offer Bloomerang consulting services to take your database to the next level!

Click Here To Be Contacted About Consulting Options
Click Here To Be Contacted About Consulting Options

Bloomerang Conversions | Add-On Service

Add-On Data Preparation and Export Assistance

Please work with a Sales team member if you’re interested in purchasing a database with a Basic Conversion and Add-Ons.

Purchased a Basic Conversion but would like assistance in preparing their data for the Basic Conversion File or exporting out of their current database

Conversion team

A Conversion team member will work with you to look over the data and assist you in adding it to the conversion file or exporting it out of your previous database before you start the conversion process

We offer Bloomerang training services to take your database to the next level!

Click Here To Be Contacted For More Information
Click Here To Be Contacted For More Information