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Bloomerang Academy_ Level Up your Fundraising with Bloomerang Mobile.pdf

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Bloomerang Academy_ Level Up your Fundraising with Bloomerang Mobile.pdf

  1. 1. Welcome to Bloomerang Academy Thank you for joining us! Tell us what is your favorite thing to do on your cell phone….put this in the chat!
  2. 2. Join the Online Audio or Dial in! +1 669 900 6833
  3. 3. Ask questions Live Transcript Share ideas Housekeeping
  4. 4. Housekeeping We will share the slides and recording of this session with you via email later today. The resources mentioned in the session will be linked on the Resources slide at the end of this presentation. 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. 5. What experience do you have using the Bloomerang mobile app? POLL
  6. 6. Level Up your Fundraising with Bloomerang Mobile
  7. 7. Diana Otero Diana Otero is a Product Marketing Manager at Bloomerang. She served on the board of the Nantahala Hiking Club, one of the 31 trail maintaining clubs of the Appalachian Trail Conservancy, a nonprofit driven and powered by volunteers. Product Marketing Manager
  8. 8. Nate Davenport Nate Davenport is the Product Manager for the Bloomerang mobile application, and has been with Bloomerang for six years. Nate and his wife enjoy supporting their local animal shelter, including through opening their home to foster animals. Product Manager, Mobile Application
  9. 9. Agenda 1. 2. 3. 4. How can a mobile app level up your fundraising? Q&A Demo: Bloomerang Mobile App Get started 5. Resources
  10. 10. Before we start The Bloomerang mobile app is FREE on the App Store and Google Play. The mobile app is synced with your database. Your data is available in both places. Use the same login. Not on the mobile app: Reports, Emails, Letters, Social Hub, Data Tools, Settings, Support
  11. 11. Tap into Bloomerang Harness the power of Bloomerang in the palm of your hand!
  12. 12. What are we hearing from you? Accepting donations on-site is hard, we can't process credit cards. Can’t access donor information or act on engagement opportunities when on-site. It’s hard to stay on top of things and be productive.
  13. 13. A game changer for fundraisers on the move. Fundraise on-the-go Improve donor retention Get things done
  14. 14. How do you collect donations in person? POLL
  15. 15. Fundraise On-the-Go
  16. 16. Fundraise On-the-Go Accept donations anytime, anywhere Capture donations when constituents feel inspired and motivated to give. Card Swiper
  17. 17. Fundraise On-the-Go Accept donations anytime, anywhere Save time from manual data entry with real-time donation processing. Card Swiper
  18. 18. Improve Donor Retention
  19. 19. Improve Donor Retention Meaningful insights lead to meaningful interactions. Dashboard First-Time Donors Favorites Quick Contact Timeline
  20. 20. Improve Donor Retention Meaningful insights lead to meaningful interactions. Dashboard Monitor high-level, important metrics such as dollars raised, donor retention, and campaign progress.
  21. 21. Improve Donor Retention Meaningful insights lead to meaningful interactions. First-Time Donors Build relationships that last starting from the first call. First-Time Donor Calls lets you know when you receive a first-time gift.
  22. 22. Improve Donor Retention Meaningful insights lead to meaningful interactions. Favorites Easily access Favorites
  23. 23. Improve Donor Retention Meaningful insights lead to meaningful interactions. Timeline Get to know your donors. The timeline gives you a complete picture of your donor’s engagement throughout their history with your organization.
  24. 24. Improve Donor Retention Meaningful insights lead to meaningful interactions. Donors are only one-tap away. Email, call, or text without having to leave their profile. Quick Contact
  25. 25. Get Things Done
  26. 26. Get Things Done Stay productive Manage tasks Interaction notes Voice to text
  27. 27. Get Things Done Stay productive Manage Tasks Call, text, or email directly from a task. Stay on top of your tasks with push notifications.
  28. 28. Get Things Done Stay productive Interaction notes Voice-to-Text Enter your notes from a call or meeting while the conversation is still fresh. Update notes and send text messages hands-free with voice-to-text.
  29. 29. Demo: Fundraising Events
  30. 30. Fundraising Events Fundraise on-the-go Improve donor retention Get things done Create a constituent profile in real-time Use the card swiper to process the gift Create follow-up tasks No need for manual entry later Kick off existing Bloomerang automations
  31. 31. Demo: In-Person Cultivation
  32. 32. Improve donor retention In-Person Cultivation Fundraise on-the-go Get things done Brush up on your donor’s history with your organization Look up relevant notes about your donor If the donor is moved to give, process the gift with the card swiper Create the interaction and update notes while the conversation is fresh Create follow-up tasks
  33. 33. Demo: Giving Tuesday
  34. 34. Giving Tuesday Improve donor retention Fundraise on-the-go Call donors using Quick Contact and Donor Calls Favorite constituents for quick access Monitor online giving on the Dashboard using Campaign Progress and Activity Feed
  35. 35. Suggestions Please submit suggestions on the Features Portal
  36. 36. Get Started Download the app for free: Log in with your credentials
  37. 37. Would you like a member of our team to follow-up about ordering a card swiper? *The card swiper works with Bloomerang Payments and Stripe. You can also reach out anytime to customer.accounts@bloomerang.com to learn more! POLL
  38. 38. Resources Knowledgebase ➔ Process Donations with a Mobile Card Reader ➔ Bloomerang Mobile App Demo (11 min) Bloomerang Academy ➔ Build Stronger Donor Relationships with Bloomerang Mobile
  39. 39. Resources Bloomerang Knowledgebase and Support Portal

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