1006 Bloomerang Academy Slides

1. Welcome to
Bloomerang Academy
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4. Live Transcript

5. Diana Otero
Diana Otero is a Product Marketing Manager at
Bloomerang. She served on the board of the
Nantahala Hiking Club, one of the 31 trail
maintaining clubs of the Appalachian Trail
Conservancy, a nonprofit driven and powered
by volunteers.
Manager, Product Marketing

6. Clean Up Your Data to
Improve Your Fundraising

7. Agenda
1
2
3
4
The Importance of Clean Data
Data Policies and Procedures Template
Identify and Reduce Bad Data
Declutter Your Donor Database
5 Additional Services
6 Resources

8. Clean data helps you...
● Develop and strengthen your customer segmentation
● Ensure that you have a single customer view
● Avoid compliance issues
● Target customers and prospects in a more effective way
● Reduce any wasted budget spend
● Increase your overall ROI

9. Data Policies & Procedures
● Data is complete and accurate
● Data is entered consistently
● Avoid duplicates
● Acknowledgements and communications
● Reporting
Free Downloadable: Data Policies and Procedures Template

10. Does your organization currently
have documented Data Policies and
Procedures?
POLL

11. Data Policies & Procedures
● Are there codes or attributes that are way more
expansive than they need to be?
● Are fields not required that should be? Are fields required
that shouldn’t be? Are people plugging junk into those
fields as a result of having to put something there?
● Does your campaign, fund, and appeal structure work for
your organization?
Free Downloadable: Data Policies and Procedures Template

12. Data Policies & Procedures
Free Downloadable: Data Policies and Procedures Template

13. Identify and Reduce
Bad Data

14. Identify and Reduce Bad Data
● Duplicate Constituents
● National Change of Address (NCOA) Processing
● Deceased Suppression
● Bad Emails
● Payment Failures
This doesn’t just apply to your constituent data.
Check your User List when you are cleaning up your database!

15. Duplicate
Constituents
Find Duplicate Constituents
Merge Constituents
In-app notification when potential
duplicates are found

16. Duplicate
Constituents
Find Duplicate Constituents
Merge Constituents

17. National
Change of
Address
(NCOA)
Processing
National Change of Address
(NCOA) Processing and
Deceased Suppression

18. Deceased
Suppression
National Change of Address
(NCOA) Processing and
Deceased Suppression
As part of the NCOA updates, deceased constituents
are marked as Deceased in Bloomerang. Search the
constituent in your NCOA Dashboard to see if there is
additional information like deceased date and a link to
an obituary.

19. Bad Emails
Bad Email Addresses
Bloomerang automatically scans primary email addresses
for every constituent to validate their deliverability and to
protect your sending reputation. An email address can be
marked bad for a variety of reasons, and are
automatically skipped when sending emails.

20. Do you have pledge or recurring gift
payments set up for autoprocessing?
POLL

21. Payment
Failures
Payment Failure Dashboard
Basics
When an automatically processing credit card fails for a
pledge or recurring donation payment, you get a
notification in Bloomerang. Click the notification to view
the Credit Card Payment Failures dashboard.

22. User List
Add and Edit Users
User Permissions
To deactivate a user,
1. Go to Settings > Users, and
click on a user.
2. Under Active?, Uncheck the
checkbox so it appears gray,
then click Save.
To delete user,
1. Go to Settings > Users, and click on a user.
2. Click Actions, then Delete. Click Yes.
As long as a user account is active, they have can log
into your database.

23. Data Tools

24. Data Tools
Set Up Import Files
Import Data into Bloomerang
Update constituent information via import

25. Data Tools
Update Transactions
Make bulk updates to Funds, Campaigns, and/or Appeals
of transactions in Bloomerang.
*Admin Users and Standard Users with transactions and
imports permissions enabled can access and use this tool.

26. Declutter Your Database

27. Declutter Your Database
● Can we fill in missing data?
● When was the last time they opened an email? What to do
with email unsubscribes?
● What is their overall engagement? Do they volunteer,
attend events, etc?
● When was the last time they gave?
● How much appetite do you have for re-engagement
efforts?

28. Regular
Maintenance
Free eBook:
Data That Changes The World

29. Resources
● Win Them Back: The Fundraiser’s
Guide to Loving Lapsed Donors
● Strategies To Retain Recently
Lapsed Nonprofit Donors
● Is It Okay to Delete Inactive
Donors From Your Database to
Keep Costs Down?
● 4 Tips: When to Remove a Lapsed
Donor from Your Database

30. Services and Resources

31. Don’t let inconsistent or unreliable data stop
your nonprofit from reaching your donors.
Prepare for 2023 Fundraising with a
Database Health Check
Learn more

32. Resources
Bloomerang Knowledgebase and Support Portal