03.07 Bloomerang Academy webinar slides

1. Welcome to
Bloomerang Academy
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Housekeeping

3. Housekeeping
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4. Poll

5. 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

6. Donations and Pledges Part 2

7. What will
we cover
today?
● Pledge vs Recurring Donation
● Creating and editing pledges
● Adding pledge payments
● Payment failures
● Refund and Delete Transactions
● Recurring Donations
● Split Donations
● Pledge/Recurring reports
● Pledge reminders

8. Pledge vs Recurring Donation
Pledge Recurring Donation
Total Amount Recurring Amount
Timeframe Frequency
Fulfilled when payments equal
pledge amount
Open-ended, continues until the
donor requests to stop
Payment methods may vary Typically auto-processed

9. Terms
Pledge = Total amount promised
Pledge Payment/Installment =
portion they are paying
according to the schedule
Pledge Schedule = timing for
making payments

10. Creating pledges
Different options: Pledge with a set frequency of installments
Enter the information for the
pledge. Be sure to put the full
pledge amount in the Amount
section. If the method of
payment is cash/check, select
None under Method.
Enter the First Installment Date,
Frequency, and Installment
Amount. Then click Generate
Installments. The installments
will populate according to the
schedule info you provided.

11. Creating pledges
Different options: Pledge with a custom frequency
Adds an
installment
underneath
Deletes this
installment
Click into these to edit
the date or the amount of
this installment

12. Editing pledges

13. Adding pledge payments
Find the pledge and
click on it.
Click Actions and then
New Payment.
Fill in the payment info and
click Save.
The pledge payment
shows on the timeline.

14. Handling payment failures
What counts as a failed payment?
● The payment's pledge or recurring donation schedule automatically processes with a credit card.
● The last attempted payment was unsuccessful.
● The last attempted payment was during the current fiscal year.
● If the recurring donation schedule has an end date, it is after today.
If the credit card is expired, resolve the failed payment in one of three ways. Reach out to the
constituent and:
● Update the credit card.
● Change the payment method.
● Set an end date on the recurring donation schedule.
Resolve Credit Card Payment Failures
Payment Failure Dashboard Basics

15. Write off or delete pledges
Go to the
original pledge
on the timeline.
Click Actions,
then Write Off.

16. Write off or delete pledges
This is irreversible, so the
warning box will ask you to
verify.
The pledge and
pledge payment will
still show on the
timeline, but when you
click in it will have a
message indicating
that this pledge was
written off.

17. Refund or delete a pledge payment
Click on the pledge payment that you wish to refund.

18. Unlinking a
transaction from a
payment processor
Allows you to make
corrections to a payment
that has already been
processed.

19. Typical Recurring Donation Entry
Most of the time this is the process you will use for setting up a
recurring donation.

20. Recurring Donations
1.
2.
3.

21. For Pledge & Recurring Donation Entry
Once you have a pledge/recurring schedule set, any donation you
enter trigger this window.
Click here to apply the donation
to the pledge/recurring payment.
Click here to make this a one-off
donation not connected to the
pledge/recurring payment.

22. Convert a donation to a payment

30. Split Payments
1.
2.
3.
4.
Enter total payment
amount then click
pledge payment
5.
Enter pledge
payment amount
then click “+”
Enter donation
amount then click
Save
6.
7.
Shows up on
timeline like
this

31. Editing or Deleting Split Payments
1.
2.
3.
4.
Enter total payment
amount then click
pledge payment
5.
Enter pledge
payment amount
then click “+”
Enter donation
amount then click
Save
6.
7.
Shows up on
timeline like
this

32. Reporting

33. Pledge reporting
Three pre-built pledge templates to help you get started

34. Creating pledge reminders
Use this template to get a
report of people who have
a pledge installment in the
next month. Create a
reminder email and set a
monthly schedule for the
email send referencing this
report in your filter.

35. Creating recurring donation reminders
Use the pledge reminder
template and change it to
Type is Recurring Donation
Payment to get a report of
people who have a
recurring donation in the
next month. Since these
tend to be automated
through a bank or credit
card, you may wish to
handle communications
differently.

36. Into the demo database we go!

37. Speaking of donations…are you
using Bloomerang Payments?

38. Poll: Are you interested in learning more
about Bloomerang Payments?
● Stop chasing down outdated cards
● Pay less on fees
● Feel confident in security
● Eliminate data entry
● Everything is linked together
○ Mobile app
○ Receipting
○ Acknowledgements
○ Reporting
● Award-winning support
● Offer digital wallet options to your
donors
● Unlock Tap-to-pay for quick
donation options

39. Resources
Bloomerang Knowledgebase and Support Portal

40. Resources
Knowledgebase
● Create or Edit Pledges
● Edit Pledge Schedules
● Refund, Delete, or Edit
Pledge Payments
● Add Pledge Payments
● Add Pledges
● Create or Edit Split Payments
● Track and Acknowledge Split
Payments
● Refund or Remove Split
Payments
● Recurring Donations
● Create or Edit Recurring
Donations
● Add Recurring Donations
● Manage Recurring Donations
● Apply Donations to Recurring
Donations or Pledges
● View Recurring Donation
Schedules
● Set End Dates on Recurring
Donation Schedules

41. Thank you for attending!
And thank you for all you do in
your communities!
Visit our website to see more upcoming
Bloomerang Academy webinars!