Changelog Archive
Web Changelog Archive
11/18/2021
- Added new report templates for Year-End Tax Report (Revenue) and Year-End Tax Report (In Kind).
11/11/2021
- Fixed a visual bug with reports that was causing columns to display incorrectly in some areas of the database.
- Fixed an issue with constituent merging. When one of the constituents has batch entry data, the correct DonorSearch profile will be on the merged constituent profile.
10/28/2021
- To help improve Bloomerang’s accessibility for all users, we’ve improved button labeling for screen readers on the Constituent page. The page should now provide more accurate button descriptions for users that rely on screen readers to navigate the web.
- We have removed the search bar from the Payment Failures page.
10/14/2021
- Added Generated Email to mass email interactions. Now you can view and download the specific email that was generated for a constituent via a mass email. Head to the constituent’s timeline and click on the interaction, then click on the email in the Generated Email section.
- Updated all references to bloomerang.co email addresses in app to bloomerang.com
10/01/2021
- We’ve fixed an issue for customers with automatic syncs turned on with our QuickBooks Online integration. Customers are now able to navigate to the QBO Settings page.
9/30/2021
- Fixed a bug where split transactions were not viewable in databases that have Aplos enabled.
- Added a daily, weekly, and frequency for scheduled emails so users can set an email to be sent automatically every day at a specified time to whomever meets the filters.
- Added a weekly frequency for scheduled emails so users can set an email to be sent automatically every week on a specified day/time to whomever meets the filters. Restructured one-time scheduled emails in prep for adding recurring scheduled email frequencies.
- Moved un-synced QBO transactions that did not sync in the most recent push attempt due to a duplicate document number to Do Not Sync.
- Updated GivingTuesday email starter templates to reflect 2021.
- Because QBO does not allow duplicate document numbers, we will now prepend “Bloom” to the beginning of all QBO document number syncs moving forward.
9/20/2021
Kindful Fundraising
Kindful Fundraising Beta is now available as a paid add-on for new and existing Bloomerang customers. Click below to discuss adding it to your Bloomerang database!
Contact us
9/2/2021
- We’ve updated our Import icon to make it more understandable and unique in the database.
8/5/2021
- Bloomerang’s Zapier app has a new Action: Create a Task. If you’re using Zapier, add this Action to your workflow and automate Task creation!
7/29/2021
- We have updated how we handle successful transaction messaging that comes from BluePay.
7/22/2021
- Updates for how we handle user information in QuickBooks Online integrations.
- Fixed an issue where zip codes were not being updated on old Stripe tokens.
- Fixed an issue with Household Engagement scores.
7/8/2021
- We’ve overhauled OAuth for our API v3. This update also allows us to scale new versions of the API into the future. Note: all v2 OAuth users will need to re-authenticate as part of this release.
7/1/2021
- Connecting to Bloomerang Payments will now automatically update existing transaction forms, excluding self-hosted forms, to use Bloomerang Payments.
6/10/2021
- New User Permissions options have been added to the Letter feature. Admin users can set a standard user’s permissions to include/restrict letter functionality.
- Fixed an issue for Households and their engagement score whenever a constituent is removed from the household.
6/2/2021
Bloomerang Payments
Introducing Bloomerang Payments! Bloomerang Payments is a simple, straightforward transaction processor that accepts both credit card and EFT payments.
Learn more
5/20/2021
User Permissions
Do you need to fine tune the permissions you give to standard users in your database? If so, we’ve made some upgrades you might find useful!
Learn more
- Updated import permission feature from “coming soon” to active
- Updated new standard user creation to enable permissions by default
- Added on hover text to DonorSearch Constituent view-only
- Updated Report viewing for view-only user
- Updated Email feature for view-only user permission
- Updated the constituent relationships tab for Constituent view-only permission
- Updated the constituent profile tab for Constituent view-only permission
5/20/2021
- Updated New User Creation for a la carte Standard User view-only
4/29/2021
- We’ve updated the approach for saving/revoking tokens, and we’ve added some additional logging in case this doesn’t fix the problem entirely.
4/2/2021
- Updated the scheduler to better handle errors when encountered internally.
3/29/2021
- When a user disconnects Bloomerang from QuickBooks within QuickBooks, display a “Connect to QuickBooks” button so users can reconnect when needed.
- When a user disconnects the Bloomerang integration from within QuickBooks, they’ll be redirected to a public page we host with additional information.
- Added more logging to help diagnose the source of OAuth errors with integrations.
- Display optional arguments for commands run through admin.
- Fixed an issue with interactions and Mailchimp.
3/16/2021
- Fixed a bug preventing users from loading DonorSearch profile pages.
3/16/2021
- Fixed a bug wherein a new Benevon interaction carries over the most recent interaction fields but the Team Leader is blank.
- Updated how data is sent to Spreedly to meet new requirements and ensure transactions are processed.
- Lowered timeout for DonorSearch Prospect View and Batch Screen commands so the scans don’t fail.
- Increased the default timeout to address failures in scheduled jobs that push information to Pendo.
3/9/2021
- Updated obsolete “Connect to QuickBooks” button to QuickBooks-approved button.
- Hid the Settings icon from Standard users’ view to provide a cleaner interface.
- Created a command to refresh QBO tokens before they expire, so customers don’t experience interruption.
2/28/2021
- We updated our Imports feature to allow up to 10,000 rows in one import file.
- Upgraded a portion of our customer’s SQL databases to a newer version.
- Created new and updated existing commands and scripts to improve engineering workflows.
2/22/2021
- Updated routing to avoid additional deploys when we migrate databases.
- Added additional error logging for Zapier errors.
2/19/2021
- Made updates to database backup commands so that databases backed up on MySQL 5.7 can be restored properly.
2/16/2021
- The Recurring Donation endpoint for API v2 has been updated so that a schedule amount can be changed via API.
- When a Recurring Donation Schedule is updated via API v2, any existing payment failures will maintain the old recurring donation amount from before the update.
- Added additional commands for internal Bloomerang admin users. A backup is created and audit logs saved when these commands are run.
- Updated a script to help automate steps during a deploy.
- Improved internal exception handling.
2/1/2021
- Fixed a bug with our Mailchimp integration to better handle Groups that have commas in the name
- Fixed a bug that caused an error in our nightly job if a Mailchimp campaign had been deleted
- Fixed a false positive error message when stopping Bloomerang services
- Updated how we store custom field data in report columns
- Fixed an issue on the tribute list page where data was being loaded without a database connection
- Fixed an issue where we were loading information about users without a proper database connection
- Fixed an issue where we weren’t opening a database connection when creating a new user
- Updated internal logging to better identify connection issues
- Fix to our deploy process allows us to deploy only administrative changes if needed
- API users can now create and modify pledges via the API (See our API documentation)
1/28/2021
- Updated QuickBooks Online dropdown lists so they’ll now fully populate for customers with lots of Service Item, Class, and Account values.
- QuickBooks Online integration will longer load list categories in the dropdown. This will resolve sync errors where customers mapped to these categories.
- QuickBooks Online List values could sometimes have the same name, and we’ll now load up their respective category name in the value when they are identical. This should help customers distinguish between the two when setting up mappings.
- We also made a number of smaller changes to the QuickBooks Online integration to bring the feature in line with the requirements for submission on the QBO app store.
- We now keep a list of the most used (i.e., vulnerable) passwords and will check new or changed passwords against that list. These passwords cannot be used.
- We’ve created a script/command to determine whether conversions or commands are running and make it part of the deploy process.
1/20/2021
- Trimmed log messages to help engineers quickly understand a problem
- Cleaned up transactions that were in a bad state in customer databases and couldn’t be deleted
- Created automated recovery tasks when our servers scale into an error state
- Added logging to detect deprecated legacy code
- Fixed an ElasticSearch error that prevented constituents from seeing the correct page after changing their email address via the Manage Preferences link
1/19/2021
- Two-Factor Authentication has been added to Bloomerang! Optionally add an additional layer of security to your database by turning it on today. Learn more here.
1/11/2021
- We reworked Quickbooks Online syncs to be interruptible and self-recovering
- Increased the timeout when creating a tag in MailChimp to help alleviate large pushes causing a tag to not be created
- Improved how our dropdowns interact with screen readers
- Fixed a bug in a development cleanup command that cleans up old user accounts
12/18/2020
- Updated the report description and dates in the Loyal Donors report template to reflect the last 5 years
12/09/2020
- Updated our login page
12/08/2020
- Fixed a SQL bug that came up when cleaning up merged account data
12/07/2020
- Improvements to mass delete code
- Change to the v2/campaign endpoints for Zapier
- The field “Planned Gift Likelihood” was removed from Generosity Details
- Fixed a performance problem with Reporting that affected orgs with a large number of pledges
- Fix for editing recurring donation payments without an appeal or campaign in the v1 API
- Improvement to merged account history
11/22/2020
- Renewal emails will now send from the bloomerang-mail.com domain for better deliverability
- Improved logging around long running requests
11/18/2020
- Added ability to shut off specific parts of Bloomerang in case of performance issues, as well as adding messages in the UI to notify customers
if they are attempting to use disabled features - Fixed an issue with timeouts when editing email subscriptions
- Updated the error message when trying to access Batch Entry without an active license
11/16/2020
- Changes to improve login functionality
- Fixed console error on payment failures page
- Updated FTD interaction/task Donation Details section to match our new container styles
11/11/2020
- We are changing the way we run database backups to make them more stable
- Adding a new license section in admin and OAuth check based on license status
11/10/2020
- More efficient select statement for custom transaction fields in the v1 API
- Updated Run-Deploy to use the correct argument
11/8/2020
- Fixed an issue with RefreshMailchimpCampaignActivity configured date range being ignored
- Filtering Gmail bots to prevent false opens from Google emails
- Updated authorization method for SendGrid subuser API requests
11/3/2020
- Updated legacy paper section styling to match our new containers
- Updated the background color to a more muted tone, updated color and styling of header bar, updated top-right icons, and updated color of left-side navigation icons
- Modifications to make the scheduler a little more resilient to database load issues
- Added extra logging when a category parsing issue happens with Mailchimp
- Added rate limiting for endpoints frequently used by TrueGivers to reduce system load
- Fixed bug with grouping a report by the Relationships column
- Fixed an issue where managing email preferences would give an error due to timing out
- Removed unused assemblies and references from projects
10/28/2020
- Restored natural wording in managed value filters like Fund
- Removed old usages of Intercom system in Web files
- Fixed an issue with clicking through to the database in Admin BiffZone
- Fixed instances of Processing gif not appearing over some transaction elements and fixed “Saved” notification on Home screen not appearing over some elements
- Fixed an issue with mass emails sent to deleted accounts
- Fixed bug with Assigned Letter filter removing selected values on save
10/27/2020
- Added an update to database usage metrics
- Fixed cursor showing as pointer on disabled “Generate letter on save” checkbox in transactions without a letter selected
- Fixed an issue that would sometimes result in Fusebill subscription information not being updated in admin
- Fixed for syncing Aplos transactions through the UI
- Added Home and End keyboard shortcuts to our common dropdown
10/26/2020
- Made changes to keep the scheduler running when it encounters an exception trying to connect to the database
- Re-enable db connection pooling for service calls
- Fixed a bug where conversion Biff files would be uploaded twice, causing automated tests to fail
- Fixed an issue that was allowing 2 character search suggestions which were not properly filtered. The fix was to restrict suggestions to 3 characters or more.
- Updated body text of Donor Retention wheel custom settings warning modal for clarity
- Changed cancel button on New Reports to navigate directly back to Reports list
- Removed unnecessary browser checks for isIE() on specific functionality
10/21/2020
- Fixed 2 bugs that were causing Rapid Gift Entry to return errors
- Fixed an issue when authenticating to QuickBooks Online in production vs. sandbox accounts
- Changed logging for scheduled tasks to make it easier to track down QuickBooks Online issues
10/20/2020
- Rapid Gift Entry—users can now save and load default values for donations for speedy donation entry
- Fixed an issue where merged accounts cause Mailchimp Activity update to fail
- Fixed an issue that was creating Mailchimp interactions for accounts even when the account was filtered out on the Mailchimp side
- Fixed an issue with large Mailchimp pushes
10/18/2020
- Adding new email verification
- Added new email templates for Giving Tuesday
- Improved performance when importing Accounts into large databases
- Services will now connect to our database more efficiently
- Updated the Config default for QBO to 1 hour
- Fixed cache data information for internal command
- Update to more easily remove local databases
10/15/2020
- Fixed a bug with the Assigned Letter filter and column in reporting which was causing issues with the Mailchimp integration settings page
10/14/2020
- Users will be able to run batches of letters based on the letter template assigned on the transaction
10/13/2020
- Users will be able to assign an acknowledgement letter template when entering a transaction and download a one-off acknowledgement letter without going to the letter template.
10/12/2020
- Added additional log statements to track down Fusebill renewal emails sent to customers.
- Made a change to the API to support Google Sheets Batch Entry.
10/8/2020
- Improved performance of Campaign Progress Dashboard tile for CRM.
- Fixed issue with some Mailchimp campaigns not getting parsed.
- File reorganization to help with dependency issues.
- Better logging for overnight commands.
- Updated the dev email address in the codebase.
10/6/2020
- Fixed an issue with customer database exports.
- Fixed audit display issue in email templates after save.
10/5/2020
- Created a transaction acknowledgment letter for a donation that has a soft credit, and then delete it.
- Fixed an issue in certain email clients where links without http or https are broken.
9/30/2020
- Fixed an issue where Canadian donations came in with a US state
- Updated login page to show a warning when a user is using Internet Explorer, which is no longer one of our supported browsers. The browser warning will now replace Internet Explorer with Microsoft Edge as a supported browser
- Fixed a bug where Edit Refund page didn’t load when Aplos was configured
- API V1 Accepts extra payments on recurring donations now
9/29/2020
- The constituent’s timeline page has been updated to show campaign and appeal information
- We added support for decimal places in Aplos income account numbers
- We fixed a bug where users who were deleted in the app would still show up in admin user search
- We’ve given users the option to opt out of scheduled report emails when the report contains 0 results, but include copy in the email if the report does have 0 results
9/28/2020
- Fund, QB Account, Campaign, Appeal, and pick-one custom fields use a newer select component with search capability.
- Across browsers the search fields that are within areas like constituent profiles, soft credits, and tributes have different glow styles. We’ve made these consistent.
- Some input fields did now show green glow when selected and they do now.
- Our field labels now use upper- and lowercase/sentence case instead of all caps.
- Text no longer has a dated shadow
- Boxes no longer have a dated shadow
- The glow that happens when a field is focused is now modernized
- Instead of using two different fonts depending on a user’s system constraints, we now use a single beautiful font.
- Body font is now a standard color.
- Containers and headers now have a more modern flat background instead of a dated gradient.
- We now use two on-brand greens instead of multiple varying shades of green.
- Links and buttons have been standardized
9/27/2020
QuickBooks Online
Do you use QuickBooks Online for your accounting needs? Now you can connect your database to QuickBooks Online and sync transactions from Bloomerang into QuickBooks.
Learn more
- We also organized and standardized styles for our common dropdown components
9/23/2020
- Various bug fixes for Pendo
- Fixed an issue where existing emails in Mailchimp failed to sync with Bloomerang
- Fixed an issue with rescheduling weekly or monthly scheduled reports that could sometimes cause multiple copies of the report to be run and sent.
- Added support for pushing database info to Pendo even if the DatabaseName has characters that are not valid in the default character encoding.
9/20/2020
- We’ve updated soft credits functionality— soft credits can now have a separate acknowledgement status from the original transaction
9/7/2020
- DonorSearch batch screens are no longer updated after they expire
- Fixed an issue that was preventing mass deletes with processed transactions
- Made an Integration service change that increases app availability during a deploy
- The import used to create Notes, Interactions, and Donations can now be identified
- Refactored logic for showing deactivated items in dropdowns to be more efficient
- Moved the AploseConfigurationCheck to increase stability during deploys
- Minor styling changes to our common checkbox field component
- Moving some common colors to a new file for reusability with styling
8/31/2020
- Emails and biffs are now encrypted
- Fixed an issue with logging out too much info when the Fusebill integration encountered errors
- Fixed an issue where mass emails with a trailing space were failing SPF validation, even if the domain had a valid SPF record
- Removed unused IsQuickBooksEnabled database field
- Added POST/PUT endpoints for Fund/Campaign/Appeal
- Updated FEP export so databases can be tracked after switching database servers
- Altered overnight jobs to make them more reliable
8/26/2020
- Added additional UserAgent information for SendGrid events
- Fixed an error where “Has Email Preferences Second Factor Guids” field showed in reporting
- Disabled the international address warning email temporarily
- Moved the TrackEmailUnsubscribe method out of the Data Service to where it can be called directly from Web and API, and changed the length of timeout
- Added metadata fields to Pendo for RenewalDate, ActiveTransactionForms, Zapier, AccountingIntegration
8/24/2020
- Added additional logging to push notification code so it’s easier to troubleshoot notification issues
- Added an automated backup for our authentication database
- Added SASS to help manage CSS in UI development
- Created a command to allow data services users to easily identify custom fields that are still in use and delete them if desired
- Added logging for City, State, and Province changes on donation and interaction forms
8/23/2020
- Added the ability for Administrator and Standard Users, with access to add, edit, or delete transactions, to unlink a processed transaction in Bloomerang from the transaction processor
- Upgraded to use v3 of the BEE Plugin for our email editor
- Updated API v2 to return more survey-related data on Interactions
- Added a search endpoint for tributes in API v2
8/19/2020
- Added a check that automatically replaces the “from” address on Bloomerang mass emails, if the from address’s domain does not have the correct SPF record. This increases the likelihood of emails landing into their recipients’ inboxes.
8/16/2020
- Added a quickfix for walletItem filtering via the API V2 endpoint
- Fixed errors in the scheduler when scheduled tasks are deleted
- Made API Rate Limit adjustments
- Added improved logging for some BluePay Payment Processing errors
- Added a fix to prevent errors when saving transactions with large attachments
8/12/2020
- Updates to help reduce deadlocks in re-scheduling reports
- API v2 users can now create and update recurring donation schedules
- Fixed an issue where engagement levels were not being calculated for databases that had just been converted
- Added documentation for the AttachmentIds property on the Notes endpoints
- Renamed some internal deprecated methods in the code
- Fixed internal log messaging
- Cleaned up logs to identify a CA address issue
8/10/2020
- Improved error code handling for email preference changes
- Obfuscated email preference links for added security
8/9/2020
- If a user deletes a mapped group in Mailchimp, it will now be recreated when pushing a template from Bloomerang
- Fixed an issue where pushing a large amount of constituents to Mailchimp can cause a timeout
- Updated API documentation regarding updating attachments and profile pics via API
8/5/2020
- Fixed a time zone bug where picking a date would occasionally display the previous or next date
- Removed confusion with the Arizona time zone display name
- Set iframe rules to be more strict, in order to prevent ClickJacking attacks
- Fixed Lapsed Reason column for survey response interactions in reporting
- Fixed an issue with a Mailchimp cleanup command
8/2/2020
- Fixed an issue with how we detect auto reply emails
- Fixed an issue with Scheduled Reports not properly rescheduling themselves
7/29/2020
- Fixed a display bug in the Timeline view of refunded split transactions
- Sample data can now only be applied to demo databases in production
- Changed the “Cancel” button on a scheduled report to refresh the previous page to reflect changes
- Fixed an issue with sending Fusebill renewal emails when a database has multiple users with the same email address
- Fixed a bug where the date picker will return the wrong time on the day of a daylight savings time transition
- Fixed an issue with OAuth not requiring a required parameter in certain circumstances
- Added steps to prevent some accidental re-submits of imports
- Fixed a bug where the lapsed reason was causing a failure in reports
7/26/2020
- Improved error handling on some OAuth communications
- Added additional logging to help track down errors when a credit card charge fails
- We now regenerate Transaction Processor Gateway Tokens when switching to or from “test mode”
- Screen reader accessible label added to the dropdown button on the constituent page for new timeline items
- Fixed a config issue with running Bloomerang on developers’ local machines
- Fixed an issue when building the solution in Rider (dev only)
- Solution files moved (developer change only)
- Internal, Dev-only fix for parsing Mailchimp api requests
7/20/2020
- Removed the preview for the online form success page and simplified the workflow for the online form builder.
- Fixed a bug that caused the Duplicate Report to crash when phone numbers did not match exactly.
- Made some updates to prevent users from authenticating with inactive API keys
- Changed the way we calculate Recurring Donation Schedule status to better handle prepayments.
7/13/2020
- Added some additional error logging to track down a Mailchimp issue
- Fixed an issue where support would get notified about scheduled emails failing to send when users had deleted the email template
- Fixed an issue where Scheduled Reports emails may not be sent when customers do not have SendGrid subuser accounts
- Tributes can now be created / edited via the V2 API
- Added logging to track down a database specific issue
- Fixed an issue involving updating the Email interest logs
- Created a command to add interactions that were missed in Mailchimp
- Fixed an issue with the DeleteAccounts command
- Fixed an issue that could occur when mass deleting accounts with attachments
7/6/2020
Scheduled Reports
Bloomerang now offers the ability to schedule reports in the database. If you have reports that you need to run often, but don’t need to update very often, scheduling reports is a great way to get those reports delivered to your inbox on a regular basis.
Learn more
We also fixed a few bugs:
- Added Constituent Merge to API v2
- Fixed an issue with the Dev team getting multiple confirmation emails for overnight jobs
6/30/2020
- Created a utility to allow Developers to create users on the new database servers
- Fixed an issue with the system not ignoring blank lines when running commands against a list of databases.
- Added a command to allow the disabling of user alerts.
- Overnight job confirmation emails now list databases in alphabetical order
- Infrastructure change to allow for better cancelling of our database commands
- Added additional data to the email confirmations set to Development for our overnight jobs, to support multiple database servers
- Added additional logging for database backups
- Fixed an issue where our connection to the search client was leaking resources
- Removed old code for email open and click tracking that is no longer used
- Updated the database to make querying the Email Interest Log faster
- Extended AplosCommands to support getpurposes which outputs a csv of purposes.
- Update Freshdesk entries for our customers to include the database server as well as the database name (now that we have more than one DB server)
- Added better error handling when people hit our hosted online donation pages with invalid parameters
6/22/2020
- We’ve updated billing procedures and will now send renewal reminders 60 days prior to a customer’s renewal date.
- We created a new API endpoint to refresh campaign progress.
- We made some rate limit modifications for internal systems.
6/16/2020
New API
Bloomerang has a new API! If you’ve been looking to create a new integration with your Bloomerang database, now is the time. If you have an existing integration with Bloomerang, the previous API will still work, but will no longer be receiving updates.
Learn more
We also fixed a few bugs:
- Running customer databases locally no longer pushes database usage data to Pendo.
- Fixed some error handling scenarios in OAuth
6/10/2020
- Fixed an issue that was causing Mailchimp integration deactivation to time out
6/9/2020
- We made an update to handle a bug in Mailchimp
- We have added the ability to do a 2 character constituent search in app
- Replaced navigation icons in the app with new style
6/2/2020
- We made an update to make sure webhooks are created properly with Mailchimp.
- We adjusted how often Alert updates occur to help with database performance.
6/1/2020
- Updated how we store Mailchimp Groups on the backend.
- Sped up mass account and transaction delete services.
5/31/2020
- Fixed an issue that was preventing large databases from being backed up.
- Changed how often email addresses are scanned.
- Fixed issues with OAuth when invalid or incomplete information is provided to the Authorize operation.
- Added validation for favorite constituent deletion to ensure the user deleting the favorite is the user who created the favorite.
5/21/2020
- We added a fix that speeds up the overnight database backup job so that it will no longer interfere with other overnight jobs.
5/17/2020
- Expand logging for headers when parsing BCC emails. Made some updates that we hope will help resolve issues with auto-reply responses looking like BCC or Task Emails.
- Re-enable alerts from the dashboard page. We disabled user alerts on #GivingTuesdayNow to help reduce system load. This update turns them back on, but only on the Dashboard page.
- Change “Expires On” to “Disabled Starting” on the admin app licenses page. Updated wording for admin licenses page.
- Overnight job performance improvements. Made several performance improvements to our overnight jobs.
- Keep scheduler running for known exceptions. Swallow some harmless Scheduler errors that were causing extra dev effort.
- Merge Field Website Link in Outlook. Fixed an issue where some Organization Website links would not work in Outlook Live.
- Fix mass emails failing to send due to merged/deleted account. Fixed an error that could occur if a user deleted or merged an account while a mass email was in the process of being sent.
5/11/2020
- Prevent email interests from being updated via a push to Mailchimp if a member is no longer in Mailchimp
- Only push successfully synced emails to a Tag in Mailchimp
- Fixed an issue where custom email interests were not being sent to Mailchimp properly
4/29/2020
- Added a backend command to resubmit emails to TowerData for cleansing/verification
- Added columns to the MergedAccount table to keep track of both the new account number and merged account number
4/28/2020
- Fixed an issue that was causing an error in reports.
- Fixed a bug where pushing to Mailchimp would fail when a constituent had customized their email interests and one of the assigned interests was deactivated.
- Fixed an issue that was causing errors in the Customer Information Export.
4/27/2020
Mailchimp Integration
Users can link their MailChimp account to Bloomerang and will then be able to push data from Bloomerang to MailChimp (email addresses, data fields/values). Once an email is manually sent to that group in MailChimp, the interactions and tracking information will populate in Bloomerang. MailChimp will only be used for constituent-based emails.
Learn more
4/20/2020
- Mass/Scheduled Email Failed to Send emails now go directly to support. Scheduled Email Failed to Send email now includes Email Template Id
- Fixed an issue that allowed people to have required, deactivated custom fields.
- Added the total $ amount the donor will pay on Stripe Connect, Bluepay ACH, and Authorize.net ACH transaction forms to the “Donate” and “Register” buttons
4/15/2020
- Added three GivingTuesdayNow templates to the COVID-19 email template section.
4/14/2020
- Added more informative errors when a Mass Delete fails
- We no longer allow database names to be reused after a database has been deleted.
- The “View in DonorSearch” button retries up to 2 more times if the first attempt fails
- Added rate limits on requests per IP address (5 requests allowed per clock-hour) for sign-up forms
- We removed the Konami code from Bloomerang
4/9/2020
- Fixed an issue in the Spreedly API that was stopping the creation of new processors
4/5/2020
- Added 6 new report templates to the “Start from a template” report section to match those we are building during our COVID-19 webinars
- Added additional logging to help with debugging DonorSearch integration
4/2/2020
- Fixed a typo in “Refer a Friend” in navigation.
- Cleaned up line endings for our codebase.
- Fixed a bug to make the Note column required in Note type imports.
- Added an option to run a DonorSearch Generosity Scan from a specific database.
- Fixed an error on the Constituent Giving Summary table where the First/Latest/Largest Transaction amounts were incorrect when filtering to only show soft credits.
- ProspectView now uses the DonorSearch API Key rather than the DonorSearch account credentials, allowing users to change their DonorSearch password without breaking ProspectView.
3/30/2020
- Added Apple-itunes-app Meta Tag. Users logging into CRM on an iOS device will now be prompted to download the app.
- Fixed sample data that contained blank notes, which was causing the mobile app to crash.
- We now trim primary admin emails in FuseBill to 255 characters.
- The RecurringDonation endpoint on API V1 now supports setting the EndDate, and returns the EndDate when one has been set. Note that it does NOT support clearing the EndDate. Once an EndDate has been set, it needs to be cleared from the CRM app.
3/26/2020
- Added 8 new email templates on their own page to help with communicating to donors during COVID-19.
- Fixed an issue where imports would not work if there was a line break in the headers.
- Duplicate account numbers no longer cause exceptions when running the DeleteFraudulentAccounts command
- Giving a more helpful error message if a user tries to import something other than a number in the Account Number column
- Made some changes to better handle database connections which should hopefully prevent some bugs in the future.
- Fixed an issue where the Manage Email Preferences page’s submit button didn’t indicate that a change was made when clicking Submit.
- We will now only auto-send Transactions over to Aplos automatically if the Date of the transaction is on or after the Aplos Start Date (whenever the Aplos integration is enabled). Manually sending older Transactions will still work.
- Auto-reply emails will no longer complete tasks.
- Internal fix for development performance
3/11/2020
- Updated login page to include links to our status page, blog, changelog, and refer a friend page. We also added links in top navigation and the billing page to the refer a friend page.
2/4/2020
- Fixed an issue where creating a recurring donation could result in multiple First Time Donation records (one for the schedule and one for the payment).
- Changed the logic of the dashboard to hide any accounts with an older donation than the First Time Donation. This would affect any accounts that had been merged, as well as accounts with backdated transactions.
2/3/2020
- Added a component to our Dashboard that lists the top five first-time donors that organizations should call. From here, they will also be able to enter a follow up interaction, create a follow-up task, or view a full list of new donors in the last seven days.
1/29/2020
- Updated the mass delete service commands so they work with the new Dapper code changes.
1/23/2020
- Fixed how we load data to display on the timeline pages to prevent connection issues.
1/20/2020
- Updated communication restrictions so that they are only applied to the household if all members have the same restriction. Restrictions can now be easily applied to all members in a household as well.
1/16/2020
- DonorSearch Generosity Scans should work more reliably.
- Fixed our Alerts to not leak database connections.
- Fixed an issue with adding script tags to BEE emails.
- Added customer country code to FEP export.
- Fixed an error where the Timeline page would fail if there was a refund but the transaction being refunded was not shown on the Timeline due to being too old.
1/14/2020
- Fixed a bug that was causing connection errors on the Timeline List page.
1/13/2020
- Changed the system to delete timeline entries via Dapper so that we can do that via the V2 API.
1/6/2020
- Fixed a bug wherein Retention Wheel reports were saved as inactive. Reports created via the retention wheel now save as active.
- Implemented a safeguard to check the average dollar amount before refunding and deleting fraudulent transactions.
- Changde Web to use Redis instead of MySql for session state. This is to increase our web performance and reduce the load on our database servers.
12/16/2019
- Fixed a bug that was causing household sort names to be reset when running a household import.
- Fixed an issue with scanning people with invalid names for DonorSearch.
12/12/2019
- Added the ability to search, filter, and sort the report list, and deactivate report templates.
- Comma was removed after the state in org’s address in BEE footers.
12/5/2019
- Fixed an issue that prevented the duplicate constituent scan from working on extremely large databases.
11/21/2019
- Updated the email in the contact us link on the self hosted form publish page.
- Fixed a bug so that custom fields will be updated in BEE emails when renamed through the API.
- Infrastructure update to make the duplicate report page faster.
11/20/2019
- Users can now use Household Account Numbers to import transactions, interactions, and notes to Heads of Household and update Household name fields.
11/12/2019
- Fixed a bug where the Acknowledgement Status Date was being erased when other information was updated on a transaction.
- Created a tool for faster troubleshooting with the DonorSearch integration.
- Added a Pendo field for account overage.
11/11/2019
- Added BEE plugin as Bloomerang’s mass email editor to be used for new emails.
- Fixed a bug so that the name in the To field will match the names that are populated in the merge fields in the body of the email if multiple constituents have the same email address.
11/2/2019
- Fixed an issue with Recurring Donation processing for non-Connect Stripe processors using non-Spreedly tokens.
10/30/2019
- Fixed a bug where a Stripe account using test keys could be connected to a live Stripe account.
- Fixed a bug that was causing the Edit Pledge/Recurring Donation page to throw an error when CC/EFT is selected but it doesn’t have a wallet item.
10/29/2019
- Fixed a bug that allowed saving pledges and recurring donations with EFT selected but no EFT processor in the database.
10/28/2019
- Fixed a bug that was causing an error on the Edit Transaction Processor page when certain kinds of auto-processed pledge/recurring donation data exist.
10/27/2019
- A new way to connect Stripe and Bloomerang provides customers with additional security and offers new features like automatic credit card updates.
9/29/2019
- Icon and link added to an accounts page to easily see if they’re part of a household.
- Better tracking for DonorSearch license status.
9/26/2019
- Changed priority of UpdateDuplicateConstituentAlertAsync to help with search performance.
- Added timestamp check to UpdateDuplicateConstituentAlertAsync.
- Fixed a bug where Fusebill was still sending invoice emails to users who had been deleted from Bloomerang.
- Fixed Twitter Listening Hub Hashtag validation.
- Removed unused DonorSearch infrastructure.
- Fixed several unit tests around frequencies to account for environment.
9/23/2019
- Orgs will be notified that they will need to enable Re-CAPTCHA to continue using form snippets on their website.
9/22/2019
- Improve schedule creation when entering a new pledge, make modifying existing pledge schedules easier.
- Pledges have an installment limit to prevent too many installments from crashing the webserver.
- Set frequency on all converted pledges.
- Standardize functionality and styles across in-app dropdowns.
9/8/2019
- When saving a split payment, the current tab will stay selected if invalid. If valid, the first invalid tab will be selected.
- Household relationships now display according to their relationship to the head of household with a description of their relationship.
8/26/2019
- Fixed the Twitter Interaction column that causes it to overlap other parts of the interface.
- Can clear a selected number input by hitting space, any other invalid character, or by pasting value into the selected input.
- Fixed an issue that was causing organizations with over 150K licensed constituents to get a bounceback email when they send a BCC email including file attachments.
- Improved responsive styles for React modals.
8/19/2019
- Intercom is removed.
- Text-shadowing from the dashboard is removed for a more modern feel.
- Fixed issue with long reporting title that caused buttons to wrap.
- Made some tweaks to help the DonorSearch weekly scan run faster.
- Allow users to deactivate custom fields if they’re only used on inactive forms.
8/12/2019
- Legacy custom forms have been deprecated. Users must now use the Self-Hosted option if they want to customize online forms.
- Released form enhancements to help prevent fraud.
8/8/2019
- Update React and other JavaScript libraries to newer versions.
8/5/2019
- Migrating to new ElasticSearch cluster to fix the conversions loading issues.
- Inactive tributes no longer appear in search results.
8/1/2019
- Created a command to remove non-Active accounts from the reports we gave customers listing the accounts reactivated by True Givers.
- Created a data service command to mark accounts as Inactive that were incorrectly reactivated by TrueGivers.
- Fixed an error where creating a DB, deleting the DB, and creating a new DB with the same name throws an error when trying to set up a Fusebill account.
- Fixed an issue where an account could sometimes be flagged as a potential duplicate against its own household.
- Truncated the error emails we get when a DonorSearch batch screen fails so that the emails are a manageable size.
7/29/2019
- Changed our Fusebill integration to no longer bill for overages when a DB is deactivated in Bloomerang.
- Any admin accounts in a customer database with an overage will receive an email with the invoice information.
- Modified the data service command that creates a report based on account numbers to output data.
7/23/2019
- Fixed an issue with conflicting date/time formats that we were sending to Pendo.
- Update to suspended databases in Pendo.
7/17/2019
- Updated cachebusters in emails/letters to fix an issue with unique name validation.
- Fixed a conversion error that was caused by leftover indexes.
- If two constituents are in the same household, we are no longer showing them in the duplicate list.
- Fixed an issue where an import could map a column like “Home Email Address” to the Home Street Address column.
- Fixed a couple of commands to avoid performance issues.
7/15/2019
- Fix a couple of issues that were causing new databases not to get duplicate scans.
- Constituent Type Filters have been changed to only have Individual and Organization options. Already created filters have had Household removed.
- Added code to the login page to deter negative SEO on terms like “bloomerang login.”
7/11/2019
- Fixed bug with pressing Enter in Name field on emails and letters.
7/10/2019
- [email protected] emails now go to [email protected]
- Fixed unique name validation for existing emails and letters.
- Created a command that will be used for reporting on accounts that were inadvertently reactivated by TrueGivers.
7/9/2019
- The columns User and Status are now added by default to “Task Report from Scratch” report.
- Fixed a bug that was causing empty zip codes to be filled in as 00000 in imports.
- Batch Screens via Admin should now complete before the weekly Generosity Scan.
- 1 infrastructure update for bcc emails.
- 1 infrastructure update for country codes.
7/2/2019
- Updated a redirect link in form settings for self-hosted forms.
- 1 infrastructure update for customer analytics.
6/30/2019
Real-Time Duplicate Constituent Management. Improve and maintain the quality of your data by cleaning up duplicate accounts! This allows administrators to:
- Receive notifications when Bloomerang detects possible duplicates.
- Compare matched accounts side by side.
- Merge true duplicates or dismiss mismatched accounts.
Other changes:
- Reworked indexing and searching for performance.
- Fixed an issue where constituents could not be merged if they had a Task with a file attachment that was converted to an Interaction.
6/18/2019
- Fixed an error that could occur when all recipients to a mass email were opted out.
- Fixed a bug so that in mass emails, when we swap out the “from” email address to use a Bloomerang one, we now also set the original “from” address as the “reply-to” address.
- 1 infrastructure update to billing.
6/10/2019
- Fixed a command for data services to delete custom transaction fields with empty values.
- Account status changes in Fusebill should now immediately affect users’ ability to log into the system, rather than taking up to 24 hours to take effect.
- Introduced monthly billing for constituent and email overages.
- 1 minor enhancement in customer analytics.
6/3/2019
- Fixed a bug that was causing deleted constituents/interactions to not show up in email tracking. Improved tracking tab load time for templates with 50+ mailings.
- Updated the case to lower case for the Transaction Type merge field, but it will remain upper case in a data table.
- Added a reference to customer’s current license count, max license allowed, and the difference between them in the Billing portal.
- Rolled out an in-app notification for users to notify them about the billing changes for overages are coming soon.
5/20/2019
- Reporting filter fix allows numbers above 2,147,483,647 to be processed inside of filters.
- Fixed an issue where a TowerData server error would cause an email to be marked as invalid
- Reporting columns now show primary email, address, and phone numbers first.
5/15/2019
- Infrastructure changes to set up version 2 of our API.
5/14/2019
- Fixed a bug with the recently released Batch Screen in Admin.
- Removed Full Name as an import field from individuals. Full Name is still available (and required) for organizations.
- Fixed an issue that kept household timelines from showing the listview button at the end of a timeline.
5/12/2019
- Fixed an issue with unsubscribe links in default confirmation emails for existing constituents.
- Batch Screens are now performed via Bloomerang’s Admin app.
- Cleaned up constituents who were linking to incorrect DonorSearch profiles.
- 1 infrastructure update: Reorganized files under common/views.
5/7/2019
- Fixed a bug where a scheduled email by a new user could prevent access to the email list page.
- Added an API endpoint to allow task deletion.
- Improved performance of data service command to write off pledges in bulk.
5/1/2019
- Support for org-wide Facebook IDs that aren’t vanity URLs.
4/30/2019
- Fixed an issue where engagement scores were not always “cooling off” over time as they should.
- Fixed a database leak that was causing reports, letters, and emails to fail to load for some customers.
- Added Refund Date column and filter to Transaction Reports.
4/29/2019
- Performance improvement for loading custom values for large databases.
4/28/2019
- Allowed API requests to get constituents by last modified date to reduce TrueGivers load on our system.
- Made significant performance improvements to the TrueGivers data pull.
- Fixed an issue where AccountId was required to edit an email or phone number via the API.
- Fixed constituent last modified information so it gets updated when addresses, emails, and phones are created, updated, or deleted.
- Fixed an error that was causing issues with saving email templates.
4/26/2019
- Fixed a bug wherein images with special characters in the filename cause an error.
4/25/2019
Save time with this update to the Dashboard! With one click, you can easily see reports with transaction details for what you’ve raised:
- This Week
- This Month
- This Fiscal Year
4/22/2019
- Fixed a bug wherein making a payment on a recurring donation that hasn’t started yet is considered overdue.
- Image gallery load times have been improved with image paging.
- Resolved an issue with older email template sending dates.
- Fixed an issue where scheduled overdue task emails were not getting cleaned up properly.
4/22/2019
Spark joy by organizing your email list! Deactivate older emails to keep your list clean and manageable. Filter or sort to find emails with ease. No more scrolling through a long list of email templates!
- View your email templates by audience or whether it’s been sent or scheduled.
- Search by email details like what it’s called or the last person who used it.
- Sort your list by date or alphabetically by name.
- Display only emails you’re currently working on or revisit inactive emails.
4/16/2019
- Gave Support/Admin the ability to mass delete Accounts using Fraudulent-specific deletion.
- Fixed an error that could prevent reports/letters/emails with the Last Recurring Donation Payment Status filter from running.
- Custom Interaction Field Values can be deleted using the same way we delete custom account field values.
- Added the ability for Data Services to see the contents of mass emails we sent.
4/15/2019
You can now receive email notifications when tasks are assigned, updated, or overdue! Manage tasks with ease by viewing task details – and completing them – from the convenience of your email. Stay on top of your tasks by:
- Receiving details on newly assigned, updated or overdue tasks right in your inbox.
- Viewing important task details via email, including any attachments and associated constituent information.
- Completing tasks by simply replying to email notifications.
- Fixed a bug that prevented people from deleting Tasks that had attachments.
- Fixed a bug where the “Completed Date” field displays as “1/1/0001” in reports for any task that has not yet been marked as complete.
- Fixed a bug where the ” Completed Date” field displays as “1/1/0001” if the task was reactivated or the interaction for that task was deleted.
- Fixed an issue with sanitizing the HTML contents of the email before we display it.
4/9/2019
Bloomerang has partnered with TrueGivers to offer you nightly NCOA updates as part of your Bloomerang subscription! Better data means better fundraising results. By activating NCOA processing in your Bloomerang database, you can:
- Say goodbye to manual updates – addresses are standardized and updated automatically.
- Save time and money by only sending mail to mailable addresses.
- Navigate a sensitive situation with information on deceased donors or household members.
4/1/2019
- We no longer serve the hosted form for self-hosted forms.
- Added Income Account, Bank Account, and Receivables Account as columns for transactions reports.
- Redid how our private API keys are generated.
- Fixed a bug where users couldn’t view survey response interactions when the recipient email address was on multiple accounts.
3/25/2019
- Fixed an issue where forms with leading and trailing spaces would have an error instead of trimming leading and trailing spaces. The Duplicates, Merge, Address, Constituent, Interaction, and Phone endpoints now trim leading and trailing whitespace.
- Fixed an issue that forced users to have to clear their browser cache before they could use buttons in the merge field and data table modals.
- Biff generator can now generate the new frequencies for pledges/recurring donations.
- LYBUNT, SYBUNT, Downgrades, and Pledge Details report templates have been updated to better align with customer needs.
- Users can now delete images with special characters in the filename.
3/21/2019
- Updated country list to rename Swaziland to Eswantini.
- Removed periods from military abbreviations from the Title selection while creating/updating a Constituent.
- Fixed an issue where invalid database names could be created in the admin tool by copying and pasting names from word processors / emails, which caused a Blossom error and issues syncing with Fusebill.
- We fixed an issue where saving a constituent’s profile with an invalid website didn’t always show error.
- We fixed an issue where custom values wouldn’t import of they weren’t an exact match down to the casing.
3/18/2019
- Recurring donations and pledges will now also have every other week, twice a month, and every other month as frequency options.
- Fixed an issue where version 73 of Google Chrome broke some of our existing buttons.
3/14/2019
- Fixed an error where deleted scheduled emails weren’t being deleted everywhere.
- Removed checkbox option to set stripe processor to test mode.
- Fixed an issue where engagement scores were not being updated correctly after performing an import.
- The interaction created by the default Bloomerang email will appear as a Receipt and will not flip the Acknowledgment flag on online donations.
- Fixed an issue so that we are now passing the constituent’s IP address to Spreedly
- Cleaned up databases that had multiple primary addresses.
3/12/2019
- Changed the Address API endpoint to update the associated Constituent’s Last Modified information when an Address is added or changed.
3/11/2019
- Fixed a bug relating to Conversion Appends, and made more of the conversion process faster as well.
3/4/2019
- Fixed timeline item names that were too long sometimes sending the date to a new line
- Added the TrueGivers integration for beta-testers, which performs automatic NCOA updates nightly once set up for specific customers.
- Fixed a bug that showed the incorrect username on login fail if username contained plus sign and also displays correct url with encoding now.
- Fixed pending email address in User Settings page where long emails were displaying in one long line. Also fixed Timeline Notes where a very long word or URL would display in one long line instead of going to the next line.
- Customer database export now uses UTF-8 encoding.
- Fixed an error that was occurring when a file was uploaded containing empty lines for mass delete of accounts.
- Fixed an error that was occurring when a file was uploaded containing repeated account numbers for mass delete of accounts.
- Made a code change that lets the implementation engineers override BIFFs.
2/22/2019
- Fixed a couple of issues that were preventing contact emails from being updated in Fusebill.
- Fixed an issue wherein deactivated processors weren’t showing as deactivated in online forms. Additionally, we have created a modal to alert the user to update their online form processors prior to deactivation.
- Fixed a memory leak where we weren’t disposing connections to S3 when we were done with them.
- We now include household account numbers in DonorSearch batch screening.
- Created the option to allow users to include Constituents with bad, incomplete, and no addresses in letters.
2/14/2019
- Fixed an issue with our Mass Delete Tool in the admin app pertaining to the preservation of Constituent’s timeline entries after their Household has been deleted via the Tool. We’ve also applied these behavior changes to our commands.
- Fixed a bug in the edit constituent API that was incorrectly adding an audit log entry for email interests even when they weren’t changed.
- Fixed a couple of billing-related issues that prevented customers from logging into their databases.
2/4/2019
- Databases are now automatically changed between Active and Suspended statuses based on Fusebill.
- Fixed some errors caused by Fusebill and Bloomerang becoming out-of-sync.
- Initiated the process of deprecating legacy custom forms. With this release, the following changes were made:
- Converted “custom” forms to self-hosted forms if the last submission
received from the custom form included a Spreedly token. - Updated custom forms not converted to self-hosted forms with a message
that the form will be deactivated as of 8/5/2019. - Sent email notification to the organization/additional contacts with a
message that the form will be deactivated as of 8/5/2019.
- Converted “custom” forms to self-hosted forms if the last submission
1/27/2019
- Updated confirmation email recipients when someone runs the admin Delete Accounts utility.
- Fusebill now checks the status daily instead of once every 24 days.
1/22/2019
- Fixed an issue where the bottom of Fusebill’s pages would be cut off.
- Fixed the tribute field values for recurring donation payments in reports.
- Duplicate EFT accounts are collapsed to one when creating a new transaction.
1/16/2019
- Cleaned up a processor error message. Customers used to see PaymentProcessingException, but now see the actual message from the processor.
- Performance improvements to some overnight jobs.
1/15/2019
- Added more validation around creating custom fields via the API.
- Invoice number in the billing area now matches the Quickbooks PDF.
- Fixed a bug where a report could be deleted even if it was referenced by an email, letter, or the QuickBooks export. Also fixed emails, letters, and QuickBooks export that reference a report not counting toward the reference count in the “In report” filter UI.
- When a sent/scheduled email fails to send, an email will be sent to development with details of the fail.
1/14/2019
- There will now be the option of using zipped biff files within the Biff Zone Page.
- Fixed timestamps in reports exported to Excel to show timestamps in user time zone instead of UTC.
- Various fixes for the DonorSearch weekly scan.
- Constituent’s addresses that are added without a Country via the API will be populated with the value of “US.”
- Fixed an issue where we weren’t showing that a credit card was expired and fixed an issue when an account has two stored credit cards with the same number and processor, but one is expired, where it would try to charge the expired card.
1/9/2019
- Made CVV optional when making in-app donations.
- Fixed a performance issue that was causing large conversions to time out.
1/8/2019
- The license expiration date field will now be available upon creating a new Database.
- When scanning people for DonorSearch, the code now gives preference to “Primary” addresses.
- We fixed a bug that was causing the app to not shutdown cleanly.
1/3/2019
- Improved performance when online form rate limiting takes effect.
- Tracking user permission level (admin/standard) in Intercom.
- Updated a few internal unit tests.
- Data Services team can now export file attachments that the user has uploaded (that aren’t profile pics).
- Changed email interests and opt-outs so they apply to all constituents with that email address as their primary.
12/17/2018
- 5 minor enhancements.
- 1 infrastructure update.
12/12/2018
- 3 minor enhancements.
12/10/2018
- 4 bug fixes.
- 1 minor enhancements.
- 1 infrastructure update.
12/6/2018
- 5 bug fixes.
- 4 minor enhancements.
- 1 infrastructure update.
12/4/2018
- 4 bug fixes.
- 2 minor enhancements.
- 1 infrastructure update.
11/29/2018
- 7 bug fixes.
- 6 infrastructure updates.
- 3 minor enhancements.
11/19/2018
- Customers can now view billing information right in Bloomerang. With this new Billing portal, administrators can add or update payment information, view Bloomerang invoices beginning January 1st, and receive email and in-app notifications on billing activity.
- 1 infrastructure update.
- 1 bug fix.
11/15/2018
- 1 infrastructure update.
- 2 bug fixes.
- 2 minor enhancements.
11/14/2018
- 4 bug fixes.
- 2 minor enhancements.
11/13/2018
- 6 bug fixes.
- 3 minor enhancements.
11/9/2018
- 5 bug fixes.
11/8/2018
- 7 bug fixes.
11/7/2018
- Customers may choose to skip constituents who have blank merge fields in letters or emails.
- 1 bug fix.
- 1 infrastructure update.
11/6/2018
- 4 bug fixes.
- 1 infrastructure update.
11/5/2018
- You can now enter split payments in Bloomerang! This allows you to create new or convert existing gifts into split payments, apply payments to different funds, campaigns, tributes, and more. Also add payments on pledges and recurring donations, plus enter an additional donation.
9/24/2018
- 1 infrastructure update.
- 2 bug fixes.
9/19/2018
- 1 bug fix.
9/18/2018
- 1 infrastructure update.
- 3 minor enhancements.
- 2 bug fixes.
8/27/2018
- 3 minor enhancements.
8/27/2018
- Engagement Surveys are here! Based on the research of Dr. Adrian Sargeant, Bloomerang’s Engagement Surveys give your donors a voice and give you valuable insight into how donors see your organizations. Measure satisfaction, commitment, intimacy, and trust among new, and existing donors, and find out why donors stopped giving.
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 [email protected] (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
- $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
- Added the Ahern Audit to email templates
- Create emails at the right reading grade level
- Create donor-centric emails using the “You” test
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
- 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
- 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
- Fixed an issue with First and Last transaction sorting
- 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
- Updated the Pledge Details template to use “Date” as a column rather than “Pledge Date”
- Fixed an issue with editing email interests
- 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
- Added “Deductible Amount” filter to reporting
- Corrected the letter preview so that it shows the first five letters being generated (instead of the first five items in the report)
- Fixed a reporting bug where certain modified pledges were displaying the wrong information for First/Next/Final Installment fields
- 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
- Custom fields could not be deleted
- Error with Last Website Visit filter
- Corrected a problem with totaling pledge & recurring donation payments in letters
- Campaign progress bar on summary page not displaying the first campaign by default
- Multiselect values not respecting list sort when adding to filter
- 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
- 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
- Added incomplete validation for Canadian addresses
- Use donor’s browser date as donation date (+/- 1 day) instead of organization date
- White blocks when editing email sections
- Deliverability counts not correct
- Unable to save or send email without Email Interests
- Fixed an issue with letters where an image was split between pages
- Constituent letters that use the “One Letter per Household” option now correctly create interactions on the head of household account
- 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
- Error with filtering on Tribute Type
- Email separators not displaying after save
- Migrated “giving history” filter incorrectly finding people who never gave
- 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
- 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
- Results update in real time
- Infinite scrolling
- Use natural language to construct complex filters
- Report on Fiscal Year
- Filter based on household cumulative giving
- so much more!
- Fixed an issue with sending names containing commas, apostrophes, and hyphens
- Fix for handling non-latin characters in email subject line
- Unread notifications now correctly display upon every login
- Constituent header now correctly displays primary non-U.S. addresses
- Real-time fund accounting integration with Aplos
- Canadian Province, Nunavut, spelled incorrectly
- Recurring Schedules set as “Do Not Process” show default transaction processor
- Improved the performance of the constituent Summary page
- Updated how Bermudian addresses are handled
- 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
- 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”
- 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”
- Add Organization icon now a briefcase
- Formal Name construction was inconsistent (fixe is {Title} {LastName} or {FirstName} {LastName} depending on if Title is present)
- Launched email time not displaying in user timezone
- “View Code” option for old email sign-up forms not working
- Email templates using Gmail, Yahoo, Microsoft or AOL email for the “from” addresses will now be sent using [email protected]. This is to ensure email is delivered even with the listed email providers enforcing a strict DMARC policy
- Online form confirmation emails not showing deliverability detail past the “launched” stage
- Screen jumps when opening an additional mailing deliverability detail list
- Fixed an issue with imports page erroring for users that had deleted a template used in one of the five “recently processed imports”
- 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
- Refined the EmailInterestType Constituent API endpoint to be consistent with how interests are merged in-app
- Security update to keep donors from submitting credit card information using TLS 1.0 or older
- Added EmailInterestType to properly record email optouts from other systems
- Added the created/modified by user and created/modified datetime to the response
- 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)
- Constituent Search button doesn’t have a right-hand border
- Checkboxes in filters have unexpected behavior
- 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
- 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
- Fixed an issue where single-select fields (checkboxes) didn’t show the correct state
- New feature to easily move donations to pledge or recurring gift payments
- Improved email template editor for more consistency between edit, preview, and send
- CAPTCHA support
- Rate Limiting
- 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
- Fix for an issue with viewing individual letters after the original letter template was deleted
- 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
- 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
- Improved duplicate constituent identification by trimming extra spaces in names before saving and comparing
- 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
- Engagement score not refreshing on some accounts
- Year only custom field having issues with leap years
- 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)
- 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
- Improved duplicate matching criteria for online forms submitted with two first names (i.e. John & Mary Jones will match John Jones and Mary Jones)
- 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
- Corrected an error when updating expired credit cards on recurring donations
- 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
- When adding credit card to existing recurring donation schedule
- Viewing the Website Visits setup page
- 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”
- 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
- Letter generation crashes when very large images are used
- Error when saving online donation or email signup forms with social media options
- 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
- Released a fix to improve search speed efficiency
- Made UI improvements to the donation level fields in Online Forms
- Separator lines in email disappear when moving them into a thin column
- Searching using quotation marks now returning unexpected results
- Fixed an issue with the letter editor where pressing arrow keys would cause the letter to no longer display
- 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
- 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
- Fixed a bug with image quality in letters
- 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.
- 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
- 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)
- 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
- Released a new feature for customers to download their entire database
- 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
- Fixed an issue with donation forms on Edge
- 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
- Updated online form success pages to scroll to the top on load so they success message is visible every time
- Constituents’
Twitter activity now impacts their Engagement Score - Improved deliverability to Comcast email addresses by
modifying sending address specifically for those messages - Updated error page with a more accurate depiction of Bloomerang
- Refined how transactions are counted for the Constituent Summary and Dashboard
- Fixed a few issues with image borders in letter and email editor
- 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
- Find constituents based on email addresses without using quotation marks
- Faster imports
- 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
- Added Pledge support to the API
- Fixed a bug that was preventing login when using IE 10
- 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.
- 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
Squashed a few bugs:
2/13/2017
1/26/2017
Fixed a few items:
1/18/2017
1/13/2017
A few improvements for how Online Forms work with Funds, Campaigns, Appeals, and Custom Fields:
1/11/2017
1/6/2017
12/20/2016
12/19/2016
Fixed a few problems:
12/12/2016
12/5/2016
Fixed two issues:
11/21/2016
11/16/2016
Online form improvements prior to Giving Tuesday:
11/15/2016
Fixed a few email issues:
11/9/2016
11/7/2016
11/3/2016
Another day of making nonprofits more awesome via fixes:
11/2/2016
For the third consecutive day (NICE, right?), we released some fixes:
11/1/2016
Fixed a few issues, practically in real time!
10/31/2016
Fixed a few issues:
10/30/2016
A few small reporting changes making ALL FILTERS AND REPORTS TOTALLY AWESOME
10/19/2016
10/17/2016
10/12/2016
10/3/2016
Fixed a few issues:
9/6/2016
9/1/2016
8/29/2016
8/22/2016
8/15/2016
Fixed two items:
7/25/2016
Fixed a few issues:
7/14/2016
Fixed a few issues with email tracking:
7/12/2016
7/11/2016
Two updates to import:
Other changes:
6/29/2016
6/29/2016
6/28/2016
We made the following enhancements to our Constituent API endpoint:
6/27/2016
Fixed a few things:
6/16/2016
Fixed a few issues:
6/13/2016
6/6/2016
5/16/2016
Online Form fraud prevention tools:
A few minor tweaks & bug fixes:
4/29/2016
4/27/2016
Fixed two issues:
4/21/2016
4/18/2016
Improved email delivery tracking! For new emails sent out after today:
3/22/2016
Fixed a few issues:
3/14/2016
3/8/2016
3/7/2016
3/4/2016
3/3/2016
Fixed a few issues with forms:
Fixed two errors in the app:
3/2/2016
2/8/2016
1/31/2016
Fixed two issues:
1/28/2016
1/22/2016
1/19/2016
Fixed a few things:
1/15/2016
1/14/2016
Some fixes:
1/13/2016
1/6/2016
12/3/2015
11/25/2015
11/19/2015
11/15/2015
11/4/2015
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)
Other change:
10/29/2015
10/28/2015
10/19/2015
9/30/2015
9/17/2015
9/14/2015
9/8/2015
8/31/2015
Fixed a few bugs:
8/24/2015
8/17/2015
Fixed a few more bugs:
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
Other changes:
- 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
- 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
Other changes:
- 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.
iOS Changelog
12/28/2021 — v0.97.7
- Happy giving season! In this version, we made updates to ensure continued support for processing in-person payments with the card swiper. Please install this update prior to December 31, 2021, in order to continue using the Stripe Chipper mobile card reader with the Bloomerang app.
11/18/2021 — v0.97.6
- Resolved an issue causing app freezes on iPhone 12 and newer.
11/10/2021
- iOS App Freezing/Not responding: We are aware of an issue impacting Bloomerang users with iPhone 12 or newer running iOS 15 or newer. We’re actively investigating. If you’re unable to log in, please email [email protected] so we can notify you when this issue is resolved. We will post status updates here.
7/26/2021 — v0.97.5
- Fixed an issue with the timeline that was causing the app to crash for some users.
6/16/2021 — v0.97.4
- The mobile app now supports Bloomerang Payments!
- We also made updates so Stripe’s credit card swiper works with Bloomerang Payments.
- New User Permissions options are now in mobile.
9/21/2020 — v0.94.1
- Updated our app to make it compatible with iOS 14
8/31/2020 — v0.94.0
- Fixed a bug where Mailchimp interactions were breaking constituent timelines
- Changed the landing page of the app so that the Activity Feed is more visible and accessible. This is one of our most used features so we wanted
to make it easier to find. - Changed how we have our font set up so that Pendo guides will work better
- Updated the message that we use when we ask for permission to use the camera
- Updated the AccountIntegrationProperty so that it works with the most up to date version of the API
- Added a 429 error code message so that we can better debug rate limiting issues
7/13/2020 — v0.93.0
Now you can send emails from Bloomerang using Gmail, Yahoo, Outlook or Mail rather than just the Mail app. This should allow you to take advantage of any
templates or other features that you use with your preferred email provider.
- Benevon customers can now access the Bloomerang iOS app
- You can search for Funds, Campaigns, and Appeals when editing or adding transactions
6/3/2020 — v0.92.0
- Added the First Time Donor Call List to the Suggested Task section in the task list
- Updated the quick contact functionality to make it easier to call donors from the profile
- You now can edit the payment method for existing transactions
- Improved the dashboard to make it easier to read
- Emails sent from the mobile app automatically autofill the BCC email
- Fixed a bug where First Name and Last Name were required for organizations
- Fixed a bug where the contact information was not refreshing correctly
- Fixed a bug where inactive relationship roles were still being displayed
4/14/2020 — v0.91.0
- Various improvements to the code
- Added an “About” Section with information about the app including version number.
- Fixed a bug that was preventing the phone number extension from being cleared correctly.
- Fixed a bug where timelines were not scrolling past 50 entries
- Fixed a bug where the app would crash if you were on a household page, logged out, and then logged back in.
- Fixed a but that would occasionally cause a crash to happen when a user deleted a primary address, phone, or email.
- Fixed an issue where the wrong name was displayed on the activity feed for soft credits.
- Fixed an issue where large databases would not be able to load the mobile dashboard.