05/09 Quarterly Consultant Update webinar slides

1. Introduce yourself in the chat! We are live now.
Enjoy some behind-the-scenes discussion.
Quarterly Consultant
Partner Update
The presentation will begin at 2:00 PM ET.
Bloomerang Partnership Team

2. Before we get started…
This presentation is being recorded.
The recording will be emailed to you later today.
Please drop your questions in the chat.
We will answer them during the Q&A session at
the end of the presentation.

3. Ann Fellman
Chief Marketing Officer

4. Bloomerang Business
Updates

5. Q1 Bloomerang
business update
Continue to see accelerated
growth
March ‘23 was best month in
company history
Continue focus on creating
resources for the nonprofit sector
Listening tours in regional
nonprofit communities
COMPANY CONFIDENTIAL - NOT FOR REDISTRIBUTION
THANK YOU FOR YOUR SUPPORT
EXPAND GIVING BACK TO THE
COMMUNITIES WE SERVE

6. Create transformative change.
Maximize our impact
for nonprofits

7. Download the full
report
https://bloomerang.co/guide/2023-planning-cli
mate-report/

8. The leaders in donor relationship management and
volunteer management join forces to build a world inspired by giving.
Volunteer management update
Help nonprofits strengthen their volunteer programs

9. Bloomerang & InitLive integration
9
March 1 announcement, March 9 Bloomerang customer communications
MARCH
Announcement
March 1 Public Announcement
Limited Availability for
Bloomerang Customer Base
Bloomerang & InitLive
Integration underway
Q2
Expanded Limited
Availability
Broader Bloomerang Base
Bloomerang & InitLive
integration in beta
2H 2023
General Availability
Resources fully ramped
Bloomerang Volunteer
Generally Available
COMPANY CONFIDENTIAL - NOT FOR REDISTRIBUTION

10. New volunteer management pricing page
https://bloomerang.co/pricing/volunteer/

11. Diana Otero
Product Marketing Manager
diana.otero@bloomerang.com

12. Product Updates

13. New Products
& Features
● Groups
● Manage Duplicate Constituents
● Security Updates

14. Strengthen your donor
community with actionable data.
GROUPS
Understand how your donors give to unlock their generosity.
How we do it
Groups update automatically
Group members update
automatically based on their giving,
so you can focus on next steps.
Create Groups that matter to you
Create your own Groups and
segment your constituents and
donors based on your nonprofit’s
unique needs.
Understand how your donors give
View revenue summaries, month
over month giving, and
demographic data on each Group.
Personalize your approach
Use the data from Groups to set
goals, develop a personalized plan
for each segment, and execute on
next steps
Understand how your donors give
with automatic segmentation based
on giving, and high-level analytics
for each segment.
Save time with dynamic Groups
Donors are automatically assigned to
a Group based on their giving, and
adjusts as their giving changes.
Unlock your donors’ generosity
Create cultivation and stewardship
plans tailored to each segment to
build lasting relationships and raise
more for your mission..
Learn More

15. Spend less time cleaning up
duplicates.
MANAGE DUPLICATE CONSTITUENTS
Communicate and engage confidently with donors with clean and accurate data.
How we do it
Constituent matching
Constituent matching avoids
creating duplicates from online
donations or imports.
Duplicate logic
Potential duplicates are matched on
a variety of name fields and
contact information.
Duplicate notification
Bloomerang alerts you in the
database when potential duplicates
are detected.
Mass Merge
Select and merge duplicate
constituents in bulk.
Mass Resolve
Select potential duplicates in bulk
and mark them as not duplicates.
They will no longer be paired
moving forward.
Save time on data clean-up
Spend less time on identifying and
managing potential duplicates, and
more time on your actual donors.
Manage potential duplicates easily
Review duplicate notifications and
take immediate action to merge or
dismiss potential duplicates.
Engage confidently and effectively
Ensure you have the complete
picture of a donor’s giving and
activity when you engage with them.
Learn More

16. Keep your nonprofit and
donor data secure.
SECURITY UPDATES
Stronger security protection for all customers and users.
How we do it
Username guidelines
Username must be unique across all
databases, cannot be an email
address, certain special characters
allowed.
Email address guidelines
Email addresses must only be
associated with one username
within the same database.
Phased rollout
Implementing new guidelines
before additional security
enhancements allow for better user
experience and reduced risk with
the new service
Learn More

17. Kate Kramer
Partner Marketing Manager
kate.kramer@bloomerang.com

18. Consultant Partner
Program

19. ● Opportunity to extend discounts to
clients or get paid for each referral
that becomes a Bloomerang
customer
● Work with a dedicated Bloomerang
team member on all clients you
refer
● Personalized website for referrals
● Engage with Bloomerang in a
meaningful way
● Register at link in the chat
Key Elements

20. Referring Clients Personalized Website
(Unique website provided to you by Bloomerang)
● Website can be sent to your clients
via email or text
● Can be posted on your website, social
media accounts, and/or blog
● Ensures that all referrals are sent to
your Bloomerang team member

21. Q&A

22. Would you like
additional information?

23. Upcoming Quarterly Consultant Webinar
August 8, 2023 at 1:00pm ET
If you have questions, suggestions or
opinions in advance please send them to
Kate.Kramer@bloomerang.com

24. Thank you