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Next-­‐Gen Donor Database 
Product Overview
2 
Respected Leaders 
Backed By a Team of Experts
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
Constituent Timeline 
• Shows:! 
– engagement & giving trends! 
– history of every interaction! 
• Highlights important information:! 
– when upgrades/downgrades occurred! 
– communication highlights 
– upcoming tasks
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
21 
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

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Bloomerang Product Overview

  • 1. Next-­‐Gen Donor Database Product Overview
  • 2. 2 Respected Leaders Backed By a Team of Experts
  • 3. Design Philosophy • Simple! • Clean! • Intuitive! • Mobile-compatible! • Features that add value only! • 100% cloud-based
  • 4. Core Functionality • Dashboard! • Constituent Summary & Engagement Level™! • Constituent Timeline! • Smart Reports! • Email Design & Distribution! • Letters & Mailings
  • 5. 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
  • 6. Navigation • Sidebar navigation w/ fly-out! • Rich experience! • Make the common stuff easy ! • All features at your fingertips
  • 7.
  • 8. 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
  • 9.
  • 10. Constituent Summary • Shows current engagement! • Shows most recent activity! • Custom fields on individual profiles! • Wealth screening via DonorSearch* *add-on module
  • 11.
  • 12. Constituent Timeline • Shows:! – engagement & giving trends! – history of every interaction! • Highlights important information:! – when upgrades/downgrades occurred! – communication highlights – upcoming tasks
  • 13.
  • 14. 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
  • 15.
  • 16.
  • 17.
  • 18. Emails • Build and deploy! • Choose from several templates! • Open/click-rate analytics
  • 19.
  • 20.
  • 21. 21 Letters & Mailings • Design and print mail pieces! – Letters! – Gift acknowledgements! – Other requests! • Ahern Audit! – Reading Level Test! – “You” Test
  • 22.
  • 23.
  • 24.
  • 25. 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/
  • 26.
  • 27. 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
  • 28. 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
  • 29. 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.