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Welcome to
Bloomerang Academy
Thank you for joining us!
Please put in the chat where you are located
and what the weather is like where you are!
Indianapolis IN is….a cloudy 61 degrees.
Join the Online Audio or Dial in!
+1 669 900 6833
Ask questions
Live Transcript
Margie Worrell
Margie Worrell is the Curriculum Manager at
Bloomerang. She serves on the board of the
Peace Learning Center in Indianapolis, and has
worked extensively with nonprofits as both a
staff member and a lead volunteer. Her
passions include education, theatre, her two
children and her two small dogs.
Curriculum Manager, Product Marketing
Solicitation Mailings
Agenda
1.
2.
3.
4.
Q & A
Set the scene
Using Bloomerang’s filtering tool
5.
Creating letters efficiently
Quick Poll and Chat
Poll
What are you most interested
in learning about today?
1. Customizing letters with merge fields
2. Formatting and design
3. Generating and printing letters
4. Segmenting your list
Meet Blossom
Orangutan
Executive Director
Bloom Community Center
Blossom’s dream…
EDUCATION
STATION for the
Bloom
Community
Center!
Who are we sending to?
Blossom wants us to send three variations of the letter to three
different segments of donors:
Donors who have
expressed an interest
in education Highly engaged
donors
Have made large
donations in the past
Why segment?
You can craft a different, more focused message for different
audiences.
You can make requests based on donation history and
affinity for your mission.
You can target certain audiences who are more likely to give,
increasing your ROI.
Let’s help Blossom create
her Solicitation Mailing!
We sent these letters…now what?
Create a larger strategy around this mailing.
Solicitation
Mailing sent
Assign
someone to
follow-up with
a quick call
Send them
invitations to
events and
volunteer opps
Invite them to
serve on a
committee
focused on your
initiative
Make sure they
are getting any
organization-wide
updates
Include them on
a survey about
the initiative to
get their input
Your donor engaging
in the project for
which you requested
funding
Resources
Using Bloomerang to Create Letters
Help Articles about Letters
Help Articles about Filtering
List Segmentation (Bloomerang Academy recording)
Experts Weigh In
● Donor Segmentation | Comprehensive Guide + Tips For Success
● Donation Letters: 5 Scary Writing Mistakes and How to Fix Them
● 4 Ways to Segment Your Year-End Fundraising Appeal
● Direct Mail in a Multi-Channel Fundraising Strategy
● Creating and Processing Letters in Bloomerang
Resources
Bloomerang Knowledgebase and Support Portal
Questions?
Thank you for
attending!
Visit our website to see
more upcoming
Bloomerang Academy
webinars!

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9_13_22 BA Solicitation Mailing session.pdf

  • 1. Welcome to Bloomerang Academy Thank you for joining us! Please put in the chat where you are located and what the weather is like where you are! Indianapolis IN is….a cloudy 61 degrees.
  • 2. Join the Online Audio or Dial in! +1 669 900 6833
  • 5. Margie Worrell Margie Worrell is the Curriculum Manager at Bloomerang. She serves on the board of the Peace Learning Center in Indianapolis, and has worked extensively with nonprofits as both a staff member and a lead volunteer. Her passions include education, theatre, her two children and her two small dogs. Curriculum Manager, Product Marketing
  • 7. Agenda 1. 2. 3. 4. Q & A Set the scene Using Bloomerang’s filtering tool 5. Creating letters efficiently Quick Poll and Chat
  • 9. What are you most interested in learning about today? 1. Customizing letters with merge fields 2. Formatting and design 3. Generating and printing letters 4. Segmenting your list
  • 11. Blossom’s dream… EDUCATION STATION for the Bloom Community Center!
  • 12. Who are we sending to? Blossom wants us to send three variations of the letter to three different segments of donors: Donors who have expressed an interest in education Highly engaged donors Have made large donations in the past
  • 13. Why segment? You can craft a different, more focused message for different audiences. You can make requests based on donation history and affinity for your mission. You can target certain audiences who are more likely to give, increasing your ROI.
  • 14. Let’s help Blossom create her Solicitation Mailing!
  • 15. We sent these letters…now what? Create a larger strategy around this mailing. Solicitation Mailing sent Assign someone to follow-up with a quick call Send them invitations to events and volunteer opps Invite them to serve on a committee focused on your initiative Make sure they are getting any organization-wide updates Include them on a survey about the initiative to get their input Your donor engaging in the project for which you requested funding
  • 16. Resources Using Bloomerang to Create Letters Help Articles about Letters Help Articles about Filtering List Segmentation (Bloomerang Academy recording) Experts Weigh In ● Donor Segmentation | Comprehensive Guide + Tips For Success ● Donation Letters: 5 Scary Writing Mistakes and How to Fix Them ● 4 Ways to Segment Your Year-End Fundraising Appeal ● Direct Mail in a Multi-Channel Fundraising Strategy ● Creating and Processing Letters in Bloomerang
  • 19. Thank you for attending! Visit our website to see more upcoming Bloomerang Academy webinars!