This document summarizes a Bloomerang Academy session on exploring automations with Bloomerang. The session discusses opportunities for automating processes between Bloomerang and other tools like email marketing platforms, ecommerce platforms, and accounting software to eliminate double entry of data and improve reporting. Common automation use cases with Bloomerang like syncing constituent data or transactions are presented. The session emphasizes that CRM should be the central hub of an organization's data and that automations require continuous improvement.

1. Welcome to
Bloomerang Academy
Thank you for joining us!

2. Join the Online Audio or Dial in!
+1 669 900 6833

3. Ask questions
Live Transcript
Share ideas
Housekeeping

4. Housekeeping
We will share the slides and recording of this session with
you via email later today.
The resources mentioned in the session will be linked on the
Resources slide at the end of this presentation.
Any questions we are not able to answer live or in the Q&A
will be addressed after the session via a follow-up.
If you need further assistance, please reach out to
support@bloomerang.com. Our support team is amazing!

5. Exploring Bloomerang
Automations

6. Jessie Gilchrist
Senior Consultant and Manager, CRM Services
www.SidekickSolutionsLLC.com
info@sidekicksolutionsllc.com

7. Agenda
1.
2.
3.
4.
Automation opportunities
Approach to automations
Common use cases
Continuous improvement

8. Why integrations matter
You use other tools
● CRM
● Email marketing
● Email coordination
● Online giving
● Major gift pipeline
● Volunteers
● Accounting
● Email and calendars
● Tasks and to-dos
● Peer to peer
● Reporting and analytics
● … plus others

9. Opportunities for automation
● Eliminate double data entry
● Strengthen reporting and improve data quality
● Expand capability without more human capital/resource

10. Adoption of new apps

11. CRM is central hub

12. Types of integrations
Native vs. Zapier

13. Reasons we’re excited
1. 6,000+ integrations in one place
2. Anyone can build automations in Zapier
3. Custom integrations that fit your workflow

14. Do you currently have any
native or Zapier integrations?

15. Email marketing

16. Email marketing
From Bloomerang
● Accounts with email-only to Mailchimp audience
● Accounts to Mailchimp with groups, tags, merge fields
● Accounts to Mailchimp with specific criteria for enrollment in automated campaigns

17. Email marketing
Automated email campaigns
● New donor drip campaign
● Birthday notifications
● Annual lapsed donor reminders
● Follow-ups on membership renewal dates

18. Email marketing
To Bloomerang
● New subscribes to create constituent accounts
● Log unsubscribes as activities/notes
● Log preference changes as updates to constituent accounts

19. eCommerce

20. eCommerce
● Paid orders
● One transaction per order or line item
● Supports line items, shipping, and tax
● Dynamic and scalable

21. Accounting

22. Accounting
● Find (or create) customer
● Create a draft (undeposited) sales receipt/invoice
● Dynamic coding
● Real-time sync

23. Bloomerang to
Bloomerang

24. Bloomerang to Bloomerang
● Key constitute attributes following an online donation
● Membership management
● Transaction custom field update
● Stewardship tasks

25. Dynamic reporting
dashboards

26. Dynamic reporting dashboards
Reasons for dashboards
● Non-Bloomerang users need access to data
● Need up to date lists in real-time
● More efficient to have a real-time list
● Need advanced reporting beyond Bloomerang capabilities

27. Dynamic reporting dashboards
Fund Activity

28. Dynamic reporting dashboards
Major Gift Pipeline

29. Dynamic reporting dashboards
Task Management

30. Event Registration

31. Event Registration
● Find (or create) a constituent
● Create a donation for registration fee (optional)
● Create interaction for event participation
● Real-time sync

32. Other solutions
● Searchable member directory with AirTable
● Video acknowledgements (e.g., Bonjoro)
● Online data collection forms
● Major gift pipeline management

33. Automation lifecycle
Continuous improvement

34. CRM is central hub

35. Would you like a follow-up
about consulting services?

36. Zapier integration experts working exclusively with
nonprofits and public sector agencies.
www.SidekickSolutionsLLC.com
info@sidekicksolutionsllc.com

37. Thank you