Bloomerang + zapier automating pay pal donations
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24 de May de 2021•0 gostou•239 visualizações
Bloomerang + zapier automating pay pal donations
24 de May de 2021•0 gostou•239 visualizações
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Governo e ONGs
Fundraise smarter and more effectively by automating the entry of donations processed by PayPal in your Bloomerang database. Learn how you can use the Bloomerang Zapier app with PayPal to sync new donations and how automation with PayPal can be an integral part of your fundraising efforts.
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Bloomerang + zapier automating pay pal donations
- 1. Bloomerang + Zapier Automating donations from PayPal to Bloomerang
- 2. YOUR PRESENTER Jessie Gilchrist Zapier Certified Expert & Bloomerang Integrations Consultant Sidekick Solutions jessie@sidekicksolutionsllc.com BLOOMERANG + ZAPIER
- 3. ● Bloomerang + Zapier integration ● Explore using Bloomerang Zapier app to: ○ Sync PayPal donations to Bloomerang ○ Dynamically code Fund, Campaign, and/or Appeal Agenda BLOOMERANG + ZAPIER
- 4. Are you currently using Zapier? Are you using Zapier with Bloomerang? Poll BLOOMERANG + ZAPIER
- 5. Bloomerang + Zapier BLOOMERANG + ZAPIER
- 6. What is Zapier? BLOOMERANG + ZAPIER Zapier connects Bloomerang to more than 3,000 apps!
- 7. 1. 3,000+ integrations in one platform 2. Anyone can build Zaps 3. Custom integrations that fit your workflows Reasons we’re excited BLOOMERANG + ZAPIER
- 8. Connecting PayPal and Bloomerang to Zapier BLOOMERANG + ZAPIER
- 9. Connecting Bloomerang BLOOMERANG + ZAPIER
- 10. Connecting PayPal BLOOMERANG + ZAPIER
- 11. Standard Donation Sync BLOOMERANG + ZAPIER
- 12. For successful sales, find or create the constituent in Bloomerang and create a donation on the constituent’s timeline. Standard donation sync BLOOMERANG + ZAPIER
- 13. Successful Sale BLOOMERANG + ZAPIER
- 14. Find/Create Constituent BLOOMERANG + ZAPIER
- 15. Format Date BLOOMERANG + ZAPIER
- 16. Create Donation BLOOMERANG + ZAPIER
- 17. Let’s take a quick break for questions! Questions BLOOMERANG + ZAPIER
- 18. Dynamic Donation Coding BLOOMERANG + ZAPIER
- 19. Configure PayPal button BLOOMERANG + ZAPIER
- 20. By adding lookup steps, we can dynamically code the Fund, Campaign, and/or Appeal on a donation. Dynamic coding BLOOMERANG + ZAPIER
- 21. Fund Lookup BLOOMERANG + ZAPIER
- 22. Campaign Lookup BLOOMERANG + ZAPIER
- 23. Update Create Donation BLOOMERANG + ZAPIER
- 24. 1. Line item support 2. Trigger multiple workflows 3. Filter out donations from certain platforms Advanced use cases BLOOMERANG + ZAPIER
- 25. Bloomerang is central. Use integrations to supplement your Bloomerang experience. BLOOMERANG + ZAPIER
- 26. 1. Sign up for Zapier 2. Connect Bloomerang and PayPal to Zapier 3. Configure your Zap 4. Activate Zap and monitor it Getting started BLOOMERANG + ZAPIER
- 27. Get in touch Jessie Gilchrist Zapier Certified Expert & Bloomerang Integrations Consultant Sidekick Solutions jessie@sidekicksolutionsllc.com BLOOMERANG + ZAPIER
- 28. BLOOMERANG + ZAPIER Consulting for your Bloomerang Zaps We’re Bloomerang integration experts that work exclusively with nonprofits! www.SidekickSolutionsLLC.com/Bloomerang