This document provides an overview of automations that can be set up using Bloomerang and Zapier. It discusses how integrations with other tools like email marketing platforms, ecommerce platforms, and accounting software can eliminate double data entry and improve reporting. Common use cases for automations that are presented include fundraising workflows, syncing contacts between Bloomerang and email marketing tools, and creating dynamic reporting dashboards. The document emphasizes that CRM should be the central hub that other tools integrate with and provides examples of automations for tasks, fundraising, email marketing, and accounting. It concludes by discussing adopting a continuous improvement approach to automation.

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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. 5,000+ 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. Fundraising

16. Fundraising
● Find (or create) a constituent
● Create a donation for one-time and recurring
● Dynamic coding
● Real-time sync

17. Email marketing

18. 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

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

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

21. eCommerce

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

23. Accounting

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

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. Other solutions
● Attendee registration and check-in
● Searchable member directory with AirTable
● Video acknowledgements (e.g., Bonjoro)
● Online data collection forms
● Major gift pipeline management

31. Automation lifecycle
Continuous improvement

32. CRM is central hub

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

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

35. Thank you