3. 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, an organization driven and
powered by volunteers.
Manager, Product Marketing
8. Agenda
1. Thank You Letters
NCOA Processing
Design and Editing
Merge Fields
Data Tables
Interactions
2.
How to turn it on
Address Updates
Deceased Suppression
9. Create Letters
in Batches
Run multiple letters at a time
TIP: In addition to your usual filters, filter for
“Acknowledged is No” to catch gifts that
haven’t been thanked yet.
Create a Letter Template
Run a Batch of Letters
10. Create a letter
immediately
after entering a
gift
You can select any transaction letter with a
Purpose of Acknowledgement.
Create a Letter Template
Run an Individual Letter
11. NCOA
Processing Free with Standard Bloomerang license
To upgrade, contact customer.accounts@bloomerang.com
12. Address Updates
Updated addresses contain an NCOA Note that you can report on.
Reasons for update:
Move (shows old and new address)
Standardized (based on USPS standards)
Non-Mailable (marked as “Bad Address”)
Report on Has specific address > Note contains...
NCOA processing does NOT delete any information!
13. Resources
Using Bloomerang to Create Letters
Help Articles about Letters
Help Articles about Filtering
Academy Webinar Recordings
NCOA Processing
TrueGivers NCOA Basics
Report on NCOA Updates
