1005 Bloomerang Academy webinar slides

1. Welcome to
Bloomerang Academy
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Housekeeping

3. Housekeeping
We will share the slides and recording of this session with you via
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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!

4. Poll

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!

13. Database Settings

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

17. Online Forms

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

24. Emails

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.

35. Test email send

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!

40. Follow-up Plan

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

46. Resources
Bloomerang Knowledgebase and Support Portal

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!