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Welcome to
Bloomerang Academy
Thank you for joining us!
Please drop into the chat and tell us where you are joining us from
and what the weather is like where you are!
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Housekeeping
We will share the slides and recording of this session with you via
email later today.
Dial in audio access: +1 669 900 6833
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!
Poll
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.
Product Marketing Manager
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

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Don't Panic_ Prepare for Giving Tuesday!.pdf

  • 1. Welcome to Bloomerang Academy Thank you for joining us! Please drop into the chat and tell us where you are joining us from and what the weather is like where you are!
  • 3. Housekeeping We will share the slides and recording of this session with you via email later today. Dial in audio access: +1 669 900 6833 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. 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. Product Marketing Manager
  • 6. 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. Don’t Panic: Prepare for Giving Tuesday!
  • 8. Agenda 1. 2. 3. 4. Database settings Follow up plan Email best practices Test donation forms 5. Reporting 6. Q & A / Resources 7. Online Forms
  • 9. Now for this quick commercial break… We will return to your regularly scheduled webinar in a moment!
  • 10. Must…complete… tax….documents… Hey, friend…are you spending a lot of time sending tax documents? Wish there was a better way? You have my attention… It’s TAX TIME again…
  • 11. Well, there is! Introducing… ● Send a mass email to constituents that includes a link to their summary of donations. ● Download a single tax summary for an individual constituent and email to the constituent. Send end of year tax documentation to your entire database in minutes. Tax Summaries!
  • 12. Thank you for your kind attention… We now return you to your regularly scheduled program!
  • 14. Campaign vs Appeal Campaigns are overarching efforts - your EOY push is most likely going to meet your annual goal. If so, your campaign should be your annual campaign. Appeals are asks, or ways the money is coming in. Asking for a gift through a Giving Tuesday email is an appeal. Add appeals for each separate effort to bring in money through the end of the year. Sample Appeals: ● 2023 EOY Appeal ● Giving Tuesday Appeal Resources: ● Funds, Campaigns, and Appeals Basics ● Create and Manage Funds, Campaigns, and Appeals GT Database Set-up in Bloomerang
  • 15. Campaign Progress: Dashboard Track the progress of Active campaigns with a Goal on your Dashboard. To see a report of transactions to that campaign, click View transactions.
  • 16. Campaign Progress: Mobile Blossom’s Orangutan Rescue Annual Campaign Giving Tuesday 2022 End Date: 12/5/22
  • 18. Technical considerations ● Is your website secure? ○ Check if your website uses http or https ○ If your website isn’t secure, Bloomerang hosts a version of your form on a secure portal. ● Does your website load quickly so visitors don’t get frustrated and leave before completing their donation? ○ Check your web speed with free tools like Google’s PageSpeed Insights. If it looks like images are slowing down your site, try optimizing them for free with an online image optimizer like this one.
  • 19. Maximize revenue Does your donation form offer recurring donations? Do you allow donors to cover the processing costs? Are donations properly processed through your payment processor? Do you get notifications when a donation is made? Create an Online Giving Form
  • 20. Maximize revenue Donor can opt for recurring gift Donor can cover fees
  • 21. Put on your donor hat ● Is it easy for website visitors to find your online donation form? ● Is your website mobile friendly and is it easy to make a donation from a phone? ● What payment options do you offer? ● Does your donation form properly total and display donation amounts? ● Does the donor receive an email receipt and thank you message after their donation is processed? Enable Automatic Email Receipts Create an Online Giving Form
  • 22. Notification and Confirmation Emails Create an Online Giving Form
  • 23. Demo
  • 25. Giving Tuesday Email Plan If you haven’t thought about this yet, it is not too late! ● What will you send prior to Giving Tuesday to help your donors remember to give and ask others to give to your mission? ● What can you send day of to encourage engagement with your organization and encourage social media sharing? ● What can you send as a follow up to show gratitude for your donors? ● What next? Be thinking of the next touch point AFTER the acknowledgement and thank you.
  • 26. What can be scheduled in advance? Create it, schedule it and check it off! In Preview mode, you can select to Send Now or Schedule for Later.
  • 27. Email is easy with Bloomerang Have a prior email that will work with some tweaks? Click to copy and edit the copy to fit this purpose. No matching email templates in your list? Click New.
  • 28. Giving Tuesday Templates This is a good “generic” option for solicitation emails for Giving Tuesday. REMEMBER to update the year in these templates!
  • 29. Details tab This is the information your constituents will see. REMEMBER to click Save And after each section you work on!
  • 30. Content blocks Click and drag content blocks into the rows in your email. The right sidebar will change and offer you options for formatting the content block. This is a row with an image and a text content block inserted. Image block Text block
  • 31. Rows Need more rows? No problem! Drag and drop a row that is formatted to match your content!
  • 32. Settings You can change font, colors and content area under settings.
  • 33. Filters Under Filters tab, you can include or exclude constituents according to who you would like to receive this email.
  • 34. Here’s my email in design phase… I have a donate button. I want to be sure it works. I will send myself a test email.
  • 36. Test email Here is what I received as the test email. This is what my constituents will receive. In the test email, I can click on the Donate Today button and on the video at the bottom to ensure that they will work properly. ● Consider sending this test to a couple of other people so they can test it as well. ● Do a test donation to see that all of the recording on the backend is happening properly as well. ● Check to see that you received the acknowledgement/thank you reply and that it is correct. This is a vital step since it is your link to getting those donors to give on the big day!
  • 37. Demo
  • 38. Scheduling emails in advance In Preview mode, you can select to Send Now or Schedule for Later.
  • 39. Setting the schedule You can set the frequency to be: ● Daily ● Weekly ● Monthly ● Once Depending upon the frequency you select, you will be able to customize your send schedule. Be sure to include yourself as a recipient so you can verify what was sent. What can you schedule in advance? Consider scheduling a donation acknowledgement/thank you for donations made on Giving Tuesday, for volunteers who signed up to help with your Giving Tuesday efforts, or for any other communication that you know you will need to send on the big day!
  • 41. Consider segmenting your donors After you segment, create different follow-up plans Repeat donor – below average donation amount New donor – below average donation amount New donor – above average donation amount Repeat donor – above average donation amount Consider calling them. This could start to build a new relationship. Follow-up with an email and tell your story and what they can expect from your organization. Sincerely acknowledge their first gift and explain how it will be used. Tell a story and set stage for what will come next. Do something special? Consider sending a video thank you. Recognize that they have gone above and beyond. Consider reaching out to get feedback. Are they disillusioned or experiencing challenges? Express sincere interest in their world.
  • 42. What are some other ways to segment as you follow up???
  • 43. Demo
  • 44. Q & A
  • 45. Resources Knowledgebase Create an Email Template Send a Test Email Schedule an Email Create an Online Giving Form Customize Confirmation Emails for Forms Test Forms with Credit Card Transactions Share Your Bloomerang Donation Form on Facebook Connect to Kindful Fundraising Create a Crowdfunding Cause in Kindful Fundraising Create a Donation Plugin with Kindful Fundraising Sample Kindful Fundraising Forms Year-end Appeals: Clean Up Your Database Download the Bloomerang Mobile App iOS Android Bloomerang Academy Giving Tuesday Strategies Giving Tuesday Matching Gifts Design Engaging Emails Get Started with Online Giving: Bloomerang Forms Get Started with Online Giving: Kindful Forms Peer-to-Peer Fundraising Other resources Take Advantage Of This Sample Giving Tuesday Timeline For Your Nonprofit Giving Tuesday Toolkit for Nonprofits Read This Post If You Want Your Most Successful GivingTuesday
  • 47. Drop in the chat: What other topics could we cover to help you prepare for Giving Tuesday?
  • 48. Thank you for attending! Visit our website to see more upcoming Bloomerang Academy webinars!