This document summarizes a Bloomerang Academy webinar about transactions in the Bloomerang database. It covers: - How transactions can start through online giving, manual entry, or special cases like recurring donations - Automatic receipts and thank yous that are generated - Managing payments for recurring donations and viewing payout reports - Resources available in the Bloomerang Knowledgebase for setting up payment processors and learning more about transactions

1. Welcome to
Bloomerang Academy
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2. Ask questions
Live Transcript
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Housekeeping

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

5. Transactions Start to Finish

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

7. In the beginning…

8. Payment Processor set-up
You can connect with Bloomerang
Payments or Stripe via
Settings->Transactions->Transaction
Processors.
Moolah has a separate process which is
outlined here.

9. 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● Stop chasing down outdated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

10. Payment processors integrated with Bloomerang

11. You can now accept online payment methods
Built-in automations with Bloomerang Payments makes life easier!

12. Good old fashioned cash and checks
These will be entered manually, either as one-offs or by import

13. Of course there are special cases…
Like In Kind or Recurring Donations Use for
manual
entry, like
checks or
cash
Use for
automated
entry
Recurring Donations
In Kind Donations

14. In the middle…

15. Automatic Receipts
Set it and forget it!

16. Be sure to end custom receipt emails first!

17. If you select the
default auto
receipt, this is
what your donor
will see.
Default email receipt

18. 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

19. 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…

20. And finally the end…

21. Bloomerang Payments Payouts
Show me the money!

22. 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

23. Get email
notifications as
well!

24. Into the database we go!

25. Resources
Bloomerang Knowledgebase and Support Portal

26. Resources
Knowledgebase
Payment Processors Integrated with Bloomerang
Transaction Methods
Process Credit Cards & EFT in Bloomerang
Connect to Bloomerang Payments
Bloomerang Payments Payouts

27. Want to hear
more about the
benefits of
Bloomerang
Payments?

28. Thank you for attending!
Visit our website to see more upcoming
Bloomerang Academy webinars!