Copy of Copy of Bloomerang - Updating Transactions in Bloomerang - Deck (shared).pdf
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This document provides an overview of how to automate processes between Bloomerang and other apps using Zapier. It discusses common use cases like updating constituent and transaction fields, sending automated acknowledgements, and generating an API key. The presenter provides a demo of setting up a Zap and explains pricing plans for Zapier integration services.
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Copy of Copy of Bloomerang - Updating Transactions in Bloomerang - Deck (shared).pdf
- 1. Welcome to Bloomerang Academy Thank you for joining us!
- 2. Join the Online Audio or Dial in! +1 669 900 6833
- 3. Ask questions Live Transcript Share ideas Housekeeping
- 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. Bloomerang + Zapier Updating Transactions in Bloomerang
- 6. Jessie Gilchrist Zapier Product Manager, Senior Consultant www.SidekickSolutionsLLC.com info@sidekicksolutionsllc.com
- 7. Agenda 1. 2. 3. 4. Intro to Zapier Demo Zapier automations Explore common use cases Getting started
- 8. Zapier
- 9. What is Zapier? Automation software
- 10. Bloomerang is central hub
- 11. Do you currently have any Zapier integrations?
- 13. Use Case Constituent updates For each new transaction in Bloomerang, if the constituent is not already coded as a Donor, update the Donor Type custom field to assign this value.
- 15. Use Case Transaction custom fields For each new transaction, if the GL Code custom field is empty, lookup the appropriate GL Code by the Bloomerang Fund and then update the GL Code custom field.
- 16. Generating an API key Transaction custom fields ● Navigate to your User Settings ● In the API Keys v2.0 section, click Generate ● Enter a Name for the key (Zapier) ● Click Generate
- 17. Retrieving custom field IDs Transaction custom fields ● Navigate to Settings > Transactions ● Select Custom Fields ● Click on the custom field to Edit ● Field ID is located in the URL
- 18. Retrieving custom field value IDs Transaction custom fields ● Create draft Zap in Zapier ● Skip trigger; create an action ● Select Bloomerang as the app ● Select Create Donation as the action ● Expand the custom field dropdown and note gray ID
- 20. Use Case Automated acknowledgements For each new transaction in Bloomerang, send an email acknowledgement through the desired service. Then, create an interaction in Bloomerang for the sent acknowledgement before updating the transaction to mark it as Acknowledged and link the corresponding interaction.
- 21. Getting started
- 22. Sign up for a Zapier account https://zapier.com/sign-up Tip: Zapier begins with a 14-day free trial of the Professional tier functionality. Following the free trial, your plan is converted to a Free plan until you choose to upgrade, if at all.
- 23. Connect Bloomerang to Zapier ● Go to My Apps ● Click Add Connection ● Search for and select Bloomerang ● Grant access using your Bloomerang login credentials
- 24. Explore Zapier ● Search available apps ○ https://zapier.com/apps ● Look at Bloomerang Zap templates ○ https://zapier.com/apps/bloomerang/integrations ● Review Zapier resources ○ https://zapier.com/help ● Begin building!
- 25. Pricing ● $2,000 fixed fee ● Configure 1-2 Zaps (3-5 steps each) Custom plans available for more advanced use cases. Want support from an expert? Integration Bundle Zapier subscription is separate from pricing above Reach out to support@sidekicksolutionsllc.com to execute a service agreement Includes: ● Prep ● Design ● Configuration ● Testing ● Documentation ● Review/Walkthrough ● Monitoring (15 days)
- 26. Would you like a follow-up about consulting services?
- 27. Exploring Automations Zapier 101 Zapier 201 Resources
- 28. Zapier integration experts working exclusively with nonprofits and public sector agencies. www.SidekickSolutionsLLC.com info@sidekicksolutionsllc.com
- 29. Thank you