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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!
Ask questions
Live Transcript
Share ideas
Housekeeping
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
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
Bloomerang Groups
What will we cover
today?
Take a tour around Groups to
see what
Bloomerang has to offer!
● The What and Why of Groups in
Bloomerang
○ What is it?
○ Why should I care?
● Let’s go into a Bloomerang demo
database
○ Creating/Editing Groups
○ Managing Groups
○ Analyzing Groups
○ Ways to utilize Groups
● Q&A
Three key
takeaways from
this session:
1. Why segmentation is
important
2. Three types of groups in
Bloomerang
3. How to apply Bloomerang
groups to real-world
scenarios
9
We’re each in different segments
Airlines charge different
amounts for equivalent
seats on the same flight
Neighbors get
different direct
mail
Banks promote
different products to
their customers
Chain stores
stock for their
locations
Online retailers offer
tailored
recommendations
… and we like it that way!
14.3% higher
email open rates
40% share of
a new market
79% of consumers prefer
brands that personalize
More Engaging Better Fit More Loyal
Mailchimp Canon Accenture
Different segments
need different
engagement
New donors were 3x less
likely than repeat donors
to also give in the
following year.
11
Source: Fundraising Effectiveness Project
0.00%
20.00%
40.00%
60.00%
80.00%
New Donors in 2020
Repeat Donors in 2020
18.6%
60.7%
DONORS RETAINED IN 2021
Association of Fundraising Professionals
People stop giving because they
receive pieces of communication
not personalized for themselves
and not necessarily relevant to
themselves.
Let’s make
segmenting
easier and
more efficient!
Announcing Bloomerang Groups!
Current Donors
Prospective Donors
Lapsed Donors
New Donors
Retained Donors
Recaptured Donors
Recurring Donors
(preconfigured and automatically updated
by BLG)
Board Members
Former Board Members
Staff
Volunteers
(pre configured by BLG, but not
automatically updated)
Interests
Government agencies
Partnerships
Etc.
(not pre configured or updated by BLG)
Bloomerang
Donor Groups
Bloomerang
Static Groups
User-Created
Static Groups
Based on
Financial Giving
Based on Time
Investment
Other Ways
to Segment
Groups Summary Page
Segmentation at your fingertips
Both the Bloomerang Donor
Groups and the Bloomerang
Static Groups have the
Bloomerang logo
(preconfigured groups).
The Bloomerang Donor Groups
have the lightning bolt which
means Bloomerang
automatically adds/removes
members!
Preconfigured common groups
● Board Members
● Former Board Members
● Staff
● Volunteers
Users manage the members
● Interests
● Government agencies
● Partnerships
● Etc.
User-created groups
Users can create and manage themselves
New Group Details page
View donation trends and more!
See a group’s demographic makeup
Filter and sort the list of group members
Manage a constituent’s group memberships
Manage a constituent’s group memberships
Leverage the power of filtering to populate groups
Reference any group in reports, emails and letters
Into the database we go!
What can you do with Groups in your own
organization?
Now what?
● Look at custom fields–do any of
these make sense to move into
a group?
● Look at communications–are
there groups you email
frequently?
● Look at reports–could you
benefit from having the analytics
for some of these groups?
● Put in the chat other ideas!
You can…
The possibilities are
endless…almost INFINITE!
Resources
Bloomerang Knowledgebase and Support Portal
Resources
Knowledgebase
Groups
View Groups
Run Reports for Groups
View Group Analytics
Add or Delete Group Members
Other Resources
Donor Segmentation:
Comprehensive Guide + Tips For
Success
Effects of List Segmentation on
Email Marketing Stats
4 Types of Market Segmentation:
Real-World Examples & Benefits
Thank you for attending!
We appreciate all you do!
Visit our website to see more upcoming
Bloomerang Academy webinars!

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Groups in Bloomerang 2023.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. 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
  • 7. What will we cover today? Take a tour around Groups to see what Bloomerang has to offer! ● The What and Why of Groups in Bloomerang ○ What is it? ○ Why should I care? ● Let’s go into a Bloomerang demo database ○ Creating/Editing Groups ○ Managing Groups ○ Analyzing Groups ○ Ways to utilize Groups ● Q&A
  • 8. Three key takeaways from this session: 1. Why segmentation is important 2. Three types of groups in Bloomerang 3. How to apply Bloomerang groups to real-world scenarios
  • 9. 9 We’re each in different segments Airlines charge different amounts for equivalent seats on the same flight Neighbors get different direct mail Banks promote different products to their customers Chain stores stock for their locations Online retailers offer tailored recommendations
  • 10. … and we like it that way! 14.3% higher email open rates 40% share of a new market 79% of consumers prefer brands that personalize More Engaging Better Fit More Loyal Mailchimp Canon Accenture
  • 11. Different segments need different engagement New donors were 3x less likely than repeat donors to also give in the following year. 11 Source: Fundraising Effectiveness Project 0.00% 20.00% 40.00% 60.00% 80.00% New Donors in 2020 Repeat Donors in 2020 18.6% 60.7% DONORS RETAINED IN 2021
  • 12. Association of Fundraising Professionals People stop giving because they receive pieces of communication not personalized for themselves and not necessarily relevant to themselves.
  • 14. Announcing Bloomerang Groups! Current Donors Prospective Donors Lapsed Donors New Donors Retained Donors Recaptured Donors Recurring Donors (preconfigured and automatically updated by BLG) Board Members Former Board Members Staff Volunteers (pre configured by BLG, but not automatically updated) Interests Government agencies Partnerships Etc. (not pre configured or updated by BLG) Bloomerang Donor Groups Bloomerang Static Groups User-Created Static Groups Based on Financial Giving Based on Time Investment Other Ways to Segment
  • 15. Groups Summary Page Segmentation at your fingertips Both the Bloomerang Donor Groups and the Bloomerang Static Groups have the Bloomerang logo (preconfigured groups). The Bloomerang Donor Groups have the lightning bolt which means Bloomerang automatically adds/removes members!
  • 16. Preconfigured common groups ● Board Members ● Former Board Members ● Staff ● Volunteers Users manage the members
  • 17. ● Interests ● Government agencies ● Partnerships ● Etc. User-created groups Users can create and manage themselves
  • 18. New Group Details page View donation trends and more!
  • 19. See a group’s demographic makeup
  • 20. Filter and sort the list of group members
  • 21. Manage a constituent’s group memberships
  • 22. Manage a constituent’s group memberships
  • 23. Leverage the power of filtering to populate groups
  • 24. Reference any group in reports, emails and letters
  • 26. What can you do with Groups in your own organization? Now what?
  • 27. ● Look at custom fields–do any of these make sense to move into a group? ● Look at communications–are there groups you email frequently? ● Look at reports–could you benefit from having the analytics for some of these groups? ● Put in the chat other ideas! You can… The possibilities are endless…almost INFINITE!
  • 29. Resources Knowledgebase Groups View Groups Run Reports for Groups View Group Analytics Add or Delete Group Members Other Resources Donor Segmentation: Comprehensive Guide + Tips For Success Effects of List Segmentation on Email Marketing Stats 4 Types of Market Segmentation: Real-World Examples & Benefits
  • 30. Thank you for attending! We appreciate all you do! Visit our website to see more upcoming Bloomerang Academy webinars!