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Welcome to
Bloomerang Academy
Thank you for joining us!
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and what the weather is like where you are!
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Live Transcript
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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!
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
Transactions Start to Finish
What will we cover
today?
The Secret Life of Transactions
in your Bloomerang Database
● The beginning–ways a transaction can start
○ Online giving
○ Manual entry
○ Special cases
● The middle–now what?
○ Automatic receipts
○ Thank yous/Acknowledgements
○ Manage payments for recurring donations
(or pledges)
● The end–show me the money!
○ Payouts
○ Reporting on revenue
In the beginning…
Online Fundraising
Online fundraising makes it easier
to get the donation from the
donor via an online giving form
you create in Bloomerang….
Secure giving portal through Bloomerang Payments
…and into your database
quickly, securely and easily.
Online Giving–Payment Processor set-up
We recommend Bloomerang
Payments:
Settings->Payments->Payment
Settings.
Not all Payment Processors Are the Same
Why 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● Stop chasing down outdated cards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
Payment processors integrated with Bloomerang
Payment methods available for your
transactions
When you enter a donation, choose one of these payment methods:
● Saved Payment (credit card, EFT, Apple Pay, or
Google Pay)
● Cash
● Check
● Credit card
● Electronic funds transfer (EFT)
● In kind
● Apple Pay, Google Pay, PayPal, or Venmo
Payment methods available for your
transactions
When you enter a recurring donation or pledge payment, choose one of
these autoprocessing payment methods:
● Saved Payment
● None (use this if they send a check payment to you)
● Credit card
● Electronic funds transfer (EFT)
Note: Donors see your organization’s name on their bank statements for ACH, EFT, and credit card
transactions.
For credit card transactions, the prefix "NPO" appears before your organization name, which means
"nonprofit organization."
What you need to know:
● With Bloomerang Payments, Venmo,
Paypal, Apple Pay or Google Pay
are options for your online giving
forms
● Note: Donors can use PayPal and
Venmo to pay for one-time
donations on online giving forms,
but not for recurring donations or
pledges. PayPal and Venmo
payment methods are not saved to
constituent accounts in Bloomerang.
Saved Payment
Appears if the constituent account has a saved credit card, EFT, Apple Pay, or
Google Pay payment method.
What you need to know:
● Bloomerang does not store the
credit card number. Instead, it stores
a token that represents the card.
● See Process Credit Cards & EFT in
Bloomerang for details on recording
EFT donations that were processed
outside of Bloomerang and how to
process EFT donations in
Bloomerang.
Cash, Check, Credit Cards, EFT
Credit Card
EFT–repeat &
saved
EFT–1st time
What you need to know:
● Bloomerang does not store the
credit card number. Instead, it stores
a token that represents the card.
● See Process Credit Cards & EFT in
Bloomerang for details on recording
EFT donations that were processed
outside of Bloomerang and how to
process EFT donations in
Bloomerang.
Cash, Check, Credit Cards, EFT
Credit Card
EFT–repeat &
saved
EFT–1st time
What you need to know:
● If the donor has made a gift of goods
or services rather than money, select
In Kind as the method.
● We recommend entering $0.00 in the
Amount field and recording the
estimated value for the gift in the Fair
Market Value field. This prevents the
estimated value as being counted or
receipted as actual dollars. See Enter
In Kind Donations for more details.
● For receipting purposes, it's important
to provide a complete description. It is
the donors responsibility to assign a
value.
In Kind (one-of-a-kind!) Donations
In the middle…
Automatic Email Receipts
Path: Settings->Payments->Payment
Settings. Scroll down.
Be sure to end scheduled emails that are
acting receipts first!
If you select the
default auto
receipt, this is
what your donor
will see.
Default email receipt
Entered manually:
● Click the donation entry on the
constituent's timeline.
● Edit any of the information.
● Click Save.
Delete or Refund?
Refunding a donation keeps a record of
the original donation and adds a
refunded transaction to the constituent's
timeline. Deleting a donation erases the
donation record. Credit card transactions
can be refunded but not deleted.
Processed through your transaction
processor:
Need to edit locked fields on a
processed credit card or EFT
transaction? You will need to unlink the
transaction from your transaction
processor first. Read more about what
happens and how to unlink here:
Unlinking Transactions from Transaction
Processors.
Edit a Payment in Bloomerang
You can assign the letter
(must be a Transaction
letter with the purpose of
Acknowledgement) and
then have it generate
automatically upon saving
the donation.
Thank yous and Acknowledgements
Run reports and use those to…
Managing payment reminders for recurring
donations
This works for pledges as well
send out email reminders for upcoming recurring donation payments…
And finally the end…
Payouts
Bloomerang Payments Payouts
Show me the money!
Export to Excel – Spreadsheet will be
named “Payout Details”. Set your dates to
examine your payout amounts in more
detail.
Export Payout Details to Excel
Snapshot of the activity in your bank account
Get email
notifications as
well!
Payment Failures
You can see any payment
issues so you can take action.
Bloomerang Payments can lift
this burden off your shoulders!
Reporting
Reporting on payments
Some of our templates could help you out; Or use filters to build your own!
Reporting on payments
Use filters and columns to see data you need
Into the database we go!
Resources
Bloomerang Knowledgebase and Support Portal
Live Chat has a new look and a
new location!
Resources
Knowledgebase
Payment Methods
Connect to Bloomerang Payments
Bloomerang Payments Payouts
Enable Automatic Email Receipts
Process Credit Cards and EFT in Bloomerang
Unlinking Transactions from Transaction Processors
Want to hear
more about the
benefits of
Bloomerang
Payments?
Thank you for attending!
Visit our website to see more upcoming
Bloomerang Academy webinars!

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Transactions Start to Finish

  • 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!
  • 4. 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. What will we cover today? The Secret Life of Transactions in your Bloomerang Database ● The beginning–ways a transaction can start ○ Online giving ○ Manual entry ○ Special cases ● The middle–now what? ○ Automatic receipts ○ Thank yous/Acknowledgements ○ Manage payments for recurring donations (or pledges) ● The end–show me the money! ○ Payouts ○ Reporting on revenue
  • 8. Online Fundraising Online fundraising makes it easier to get the donation from the donor via an online giving form you create in Bloomerang…. Secure giving portal through Bloomerang Payments …and into your database quickly, securely and easily.
  • 9. Online Giving–Payment Processor set-up We recommend Bloomerang Payments: Settings->Payments->Payment Settings.
  • 10. Not all Payment Processors Are the Same Why 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
  • 11. Payment processors integrated with Bloomerang
  • 12. Payment methods available for your transactions When you enter a donation, choose one of these payment methods: ● Saved Payment (credit card, EFT, Apple Pay, or Google Pay) ● Cash ● Check ● Credit card ● Electronic funds transfer (EFT) ● In kind ● Apple Pay, Google Pay, PayPal, or Venmo
  • 13. Payment methods available for your transactions When you enter a recurring donation or pledge payment, choose one of these autoprocessing payment methods: ● Saved Payment ● None (use this if they send a check payment to you) ● Credit card ● Electronic funds transfer (EFT) Note: Donors see your organization’s name on their bank statements for ACH, EFT, and credit card transactions. For credit card transactions, the prefix "NPO" appears before your organization name, which means "nonprofit organization."
  • 14. What you need to know: ● With Bloomerang Payments, Venmo, Paypal, Apple Pay or Google Pay are options for your online giving forms ● Note: Donors can use PayPal and Venmo to pay for one-time donations on online giving forms, but not for recurring donations or pledges. PayPal and Venmo payment methods are not saved to constituent accounts in Bloomerang. Saved Payment Appears if the constituent account has a saved credit card, EFT, Apple Pay, or Google Pay payment method.
  • 15. What you need to know: ● Bloomerang does not store the credit card number. Instead, it stores a token that represents the card. ● See Process Credit Cards & EFT in Bloomerang for details on recording EFT donations that were processed outside of Bloomerang and how to process EFT donations in Bloomerang. Cash, Check, Credit Cards, EFT Credit Card EFT–repeat & saved EFT–1st time
  • 16. What you need to know: ● Bloomerang does not store the credit card number. Instead, it stores a token that represents the card. ● See Process Credit Cards & EFT in Bloomerang for details on recording EFT donations that were processed outside of Bloomerang and how to process EFT donations in Bloomerang. Cash, Check, Credit Cards, EFT Credit Card EFT–repeat & saved EFT–1st time
  • 17. What you need to know: ● If the donor has made a gift of goods or services rather than money, select In Kind as the method. ● We recommend entering $0.00 in the Amount field and recording the estimated value for the gift in the Fair Market Value field. This prevents the estimated value as being counted or receipted as actual dollars. See Enter In Kind Donations for more details. ● For receipting purposes, it's important to provide a complete description. It is the donors responsibility to assign a value. In Kind (one-of-a-kind!) Donations
  • 19. Automatic Email Receipts Path: Settings->Payments->Payment Settings. Scroll down.
  • 20. Be sure to end scheduled emails that are acting receipts first!
  • 21. If you select the default auto receipt, this is what your donor will see. Default email receipt
  • 22. Entered manually: ● Click the donation entry on the constituent's timeline. ● Edit any of the information. ● Click Save. Delete or Refund? Refunding a donation keeps a record of the original donation and adds a refunded transaction to the constituent's timeline. Deleting a donation erases the donation record. Credit card transactions can be refunded but not deleted. Processed through your transaction processor: Need to edit locked fields on a processed credit card or EFT transaction? You will need to unlink the transaction from your transaction processor first. Read more about what happens and how to unlink here: Unlinking Transactions from Transaction Processors. Edit a Payment in Bloomerang
  • 23. You can assign the letter (must be a Transaction letter with the purpose of Acknowledgement) and then have it generate automatically upon saving the donation. Thank yous and Acknowledgements
  • 24. Run reports and use those to… Managing payment reminders for recurring donations This works for pledges as well send out email reminders for upcoming recurring donation payments…
  • 28. Export to Excel – Spreadsheet will be named “Payout Details”. Set your dates to examine your payout amounts in more detail. Export Payout Details to Excel Snapshot of the activity in your bank account
  • 30. Payment Failures You can see any payment issues so you can take action. Bloomerang Payments can lift this burden off your shoulders!
  • 32. Reporting on payments Some of our templates could help you out; Or use filters to build your own!
  • 33. Reporting on payments Use filters and columns to see data you need
  • 36. Live Chat has a new look and a new location!
  • 37. Resources Knowledgebase Payment Methods Connect to Bloomerang Payments Bloomerang Payments Payouts Enable Automatic Email Receipts Process Credit Cards and EFT in Bloomerang Unlinking Transactions from Transaction Processors
  • 38. Want to hear more about the benefits of Bloomerang Payments?
  • 39. Thank you for attending! Visit our website to see more upcoming Bloomerang Academy webinars!