Copy of Bloomerang - Automating Fundraising with Classy - Deck (shared).pptx.pdf
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Copy of Bloomerang - Automating Fundraising with Classy - Deck (shared).pptx.pdf
- 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. Bloomerang + Zapier Automating Classy fundraising to Bloomerang
- 6. Jessie Gilchrist Senior Consultant and Manager, CRM Services www.SidekickSolutionsLLC.com info@sidekicksolutionsllc.com
- 7. Agenda 1. 2. 3. 4. Intro to Zapier Basic Classy transaction sync Dynamic coding in Bloomerang Getting started
- 8. Zapier
- 9. What is Zapier? Automation software
- 10. Bloomerang is central hub
- 11. Do you currently have any Zapier integrations?
- 12. Basic sync
- 13. Basic sync For new successful transactions in Classy, find or create the constituent in Bloomerang and create a donation in the constituent’s timeline.
- 14. Dynamic coding
- 15. Lookup tables Zapier Key Concept ● Convert data from source app to the target value ● Formatter by Zapier ○ Lookup returns single value ○ Provides line-item support ○ Can assign a fallback value ● Google Sheets ○ Lookup can return multiple values ○ Allows for easy edits/updating outside of the live Zap ○ Supports lookup based on two values
- 16. Dynamic coding By adding a Google Sheet lookup step, we can dynamically code the Fund, Campaign, and/or Appeal on a donation.
- 17. Other enhancements ● Support for Individual and Company (Organization) donors ● Support for international donors (address formatting) ● Coding of Fund, Campaign, and/or Appeal based on Classy Designation ● Conversion of Classy data to Bloomerang custom fields ● Mapping of custom questions
- 18. Getting started
- 19. Sign up for a Zapier account https://zapier.com/sign-up Tip: Zapier begins with a 14-day free trial of the Professional tier functionality. Following the free trial, your plan is converted to a Free plan until you choose to upgrade, if at all.
- 20. Connect Bloomerang to Zapier ● Go to My Apps ● Click Add Connection ● Search for and select Bloomerang ● Grant access using your Bloomerang login credentials
- 21. Connector only $950 ● Includes 1-year subscription for the Classy Zapier app ● Step-by-step guide for DIY configuration Connector + Consulting $1,950 ● Includes 1-year subscription for the Classy Zapier app ● Setup of 1 Zap from Classy to Bloomerang ● 15 days integration monitoring and support post go-live Classy Zapier Connector Pricing Zapier subscription is separate from pricing above Reach out to support@sidekicksolutionsllc.com to execute a service agreement
- 22. Explore Zapier ● Search available apps ○ https://zapier.com/apps ● Look at Bloomerang Zap templates ○ https://zapier.com/apps/bloomerang/integrations ● Review Zapier resources ○ https://zapier.com/help ● Begin building!
- 23. Would you like a follow-up about consulting services?
- 24. Zapier integration experts working exclusively with nonprofits and public sector agencies. www.SidekickSolutionsLLC.com info@sidekicksolutionsllc.com
- 25. Thank you