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Bloomerang Product Overview


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Bloomerang helps nonprofit organizations to reach, engage and retain the advocates they depend on to achieve their vision for a better world. Our cloud-based solution is rooted in principles of …

Bloomerang helps nonprofit organizations to reach, engage and retain the advocates they depend on to achieve their vision for a better world. Our cloud-based solution is rooted in principles of philanthropy, simple to use and focused on empowering your team to achieve remarkable results through enhanced donor loyalty.

We chose to build a solution that drives nonprofit success because we believe in the work nonprofit organizations do.

We focus on core relationship building technology – the elements that are used the most, and to the greatest effect – and do not mess around with superficial bells and whistles that look good on paper, but ultimately distract from what you need to succeed.

Our dedication to your success goes beyond the mere feature set of our solution. We work with top-tier thought leaders in philanthropy to incorporate and teach best practices for building effective relationships with donors, so all you have to do is focus on your passions and be ready to share your vision. We’ll help you make sure it lands and produces results.

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  • 1. Next-­‐Gen Donor Database Product Overview
  • 2. 2 Respected Leaders Backed By a Team of Experts
  • 3. Design Philosophy • Simple! • Clean! • Intuitive! • Mobile-compatible! • Features that add value only! • 100% cloud-based
  • 4. Core Functionality • Dashboard! • Constituent Summary & Engagement Level™! • Constituent Timeline! • Smart Reports! • Email Design & Distribution! • Letters & Mailings
  • 5. Donor CRM Essentials • Focused on retention! • Measure constituent engagement! • Constituent communications! • Financial transactions! – Donations! – Pledges! – Recurring donations! – Credit card processing! – Tributes and Soft Credits! • Households, Campaigns, Funds, etc.! • Unlimited users! • Knowledgeable, US-based support
  • 6. Navigation • Sidebar navigation w/ fly-out! • Rich experience! • Make the common stuff easy ! • All features at your fingertips
  • 7. Dashboard • Your donor retention cockpit! • Show snapshot of current:! –Retention rate! –Donation Revenue! –Campaign Progress! – Tasks! –Recent Reports! –Recent Accounts! • Easy access to additional features
  • 8. Constituent Summary • Shows current engagement! • Shows most recent activity! • Custom fields on individual profiles! • Wealth screening via DonorSearch* *add-on module
  • 9. Constituent Timeline • Shows:! – engagement & giving trends! – history of every interaction! • Highlights important information:! – when upgrades/downgrades occurred! – communication highlights – upcoming tasks
  • 10. Smart Reports • Query-based! • Combine for simplicity (81% of support calls)! • Avoid “from scratch” in favor of modify reports that are already “close”! • Export to an Excel / spreadsheet file
  • 11. Emails • Build and deploy! • Choose from several templates! • Open/click-rate analytics
  • 12. 21 Letters & Mailings • Design and print mail pieces! – Letters! – Gift acknowledgements! – Other requests! • Ahern Audit! – Reading Level Test! – “You” Test
  • 13. Widget Customization • Create donate and other signup web forms – Allow donors to allocate their donation to a specific fund! – Define suggested amounts for donors to select when donating! – Let donors choose the frequency and start date of their recurring donations! – Add custom fields as “questions” to your widget (either donation or email signup)! – Select a processor to use with each widget! !
  • 14. Payment Processing - Stripe • Backed by former PayPal founders! – Gateway + Merchant Account in one! – 3-minute Sign Up!! • 2.9% + $0.30 / transaction! – All major CC types! – Same rate for international banking! – Funds in rapid time! – Processes refunds on the spot!! !
  • 15. Payment Processing - BluePay • Process EFT donations and recurring donations! • Process EFT funds! • Reuse stored EFT for new donations! ! Pricing:! – $50 annual fee (no setup fee)! – 2.10% + $.20 per qualified Visa or Mastercard! – 2.98% + $.20 per American Express! – EFT: $.20 per transaction! – Monthly processing minimum: $15! !
  • 16. Pricing You pay based on the number of records, and you can send five times as many emails as you have records. Purchase an additional 10,000 emails for $10 or 100,000 emails for $95. Unlimited users and free email/online support come standard with every plan.
  • 17.