Bloomerang Product Overview
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Transcript of Bloomerang Product Overview
Product Overview
Next-‐Gen Donor Database
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Backed By a Team of Experts
Respected Leaders
Design Philosophy• Simple!• Clean!• Intuitive!• Mobile-compatible!• Features that add value only!• 100% cloud-based
Core Functionality• Dashboard!• Constituent Summary &
Engagement Level™!• Constituent Timeline!• Smart Reports!• Email Design & Distribution!• Letters & Mailings
Donor CRM Essentials• Focused on retention!• Measure constituent engagement!• Constituent communications!• Financial transactions!
– Donations!
– Pledges!
– Recurring donations!
– Credit card processing!
– Tributes and Soft Credits!
• Households, Campaigns, Funds, etc.!• Unlimited users!• Knowledgeable, US-based support
Navigation• Sidebar navigation w/ fly-out!• Rich experience!• Make the common stuff easy !• All features at your fingertips
Dashboard • Your donor retention cockpit!• Show snapshot of current:!–Retention rate!–Donation Revenue!–Campaign Progress!–Tasks!–Recent Reports!–Recent Accounts!
• Easy access to additional features
Constituent Summary• Shows current engagement!• Shows most recent activity!• Custom fields on individual profiles!• Wealth screening via DonorSearch*
*add-on module
• Shows:!– engagement & giving trends!– history of every interaction!
• Highlights important information:!– when upgrades/downgrades occurred!– communication highlights – upcoming tasks
Constituent Timeline
Smart Reports• Query-based!• Combine for simplicity
(81% of support calls)!• Avoid “from scratch” in favor of modify
reports that are already “close”!• Export to an Excel / spreadsheet file
Emails
• Build and deploy!• Choose from several templates!• Open/click-rate analytics
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Letters & Mailings• Design and print mail pieces!– Letters!– Gift acknowledgements!– Other requests!
• Ahern Audit!– Reading Level Test!– “You” Test
Widget Customization• Create donate and other signup web forms
– Allow donors to allocate their donation to a specific fund!– Define suggested amounts for donors to select when
donating!– Let donors choose the frequency and start date of their
recurring donations!– Add custom fields as “questions” to your widget (either
donation or email signup)!– Select a processor to use with each widget!!
https://bloomerang.co/blog/new-feature-widget-customization/
Payment Processing - Stripe • Backed by former PayPal founders!
– Gateway + Merchant Account in one!– 3-minute Sign Up!!
• 2.9% + $0.30 / transaction!– All major CC types!– Same rate for international banking!– Funds in rapid time!– Processes refunds on the spot!!!
https://bloomerang.co/features/payment-processing
Payment Processing - BluePay • Process EFT donations and recurring donations!• Process EFT funds!• Reuse stored EFT for new donations!!Pricing:!
– $50 annual fee (no setup fee)!– 2.10% + $.20 per qualified Visa or Mastercard!– 2.98% + $.20 per American Express!– EFT: $.20 per transaction!– Monthly processing minimum: $15!!
https://bloomerang.co/features/payment-processing
Pricing
You pay based on the number of records, and you can send five times as many emails as you have records. Purchase an additional 10,000 emails for $10 or 100,000 emails for $95.
Unlimited users and free email/online support come standard with every plan.
bloomerang.co/demo