Before Your Upgrade Is Complete
There are a few things you can do to be ready to log into Bloomerang CRM once your upgrade is complete.
Important Notes
Crowdfunding
Links to existing active crowdfunding pages in Kindful will no longer work and cannot be redirected as part of the upgrade to Bloomerang CRM.
Chapters
If your organization was set up to use Chapters in Kindful, email [email protected] and tell us you need options for Chapters.
If you aren’t sure, go to your user and expand the menu. Organizations that use Chapters have a menu item to Switch Chapter. Most orgs do not use Chapters.
Prepare for First Sign-In
Confirm who on your team has access to sign in to Bloomerang CRM.
Decide who will complete the first checks in Bloomerang CRM after the upgrade is complete.
Get Oriented
Check out Getting Around Bloomerang CRM to get oriented to Bloomerang CRM and learn about what you can do in each part of the app.
Once you’ve upgraded to Bloomerang CRM, you also have access to Kindful Fundraising, which is within Bloomerang CRM.
Kindful Fundraising is slightly different, but similar to, some of the tools in your prior Kindful app. Create and manage donation pages, crowdfinding causes, donation plugins, text to donate, and events in Kindful Fundraising with Bloomerang CRM.
Access Kindful Fundraising from the Bloomerang CRM main navigation > Kindful. View Getting Around Kindful Fundraising for more info.
Review Key Terms
A few terms are a little different in Bloomerang CRM than they are in Kindful. Key differences are highlighted in the table. More information is linked from the definition.
Kindful | Bloomerang CRM | Definition |
Contact | Constituent | In Bloomerang CRM, constituents are people or organizations with a relationship to your organization. |
Activities | Timeline entries (Transactions, Interactions, Notes, Tasks) | In Bloomerang CRM, the constituent timeline includes transactions, interactions, notes, and tasks. |
| Kindful Fundraising | Kindful Fundraising within Bloomerang CRM is slightly different, but similar to, some of the tools in your prior Kindful app.
Create and manage donation pages, crowdfinding causes, donation plugins, text to donate, and events in Kindful Fundraising from the Bloomerang CRM main navigation > Kindful. |
Once Your Upgrade Is Complete
Sign In to Bloomerang CRM
Sign in to Bloomerang CRM using the login details provided during your upgrade.
Get more info in Manage Your Bloomerang CRM User Account in the Bloomerang Help Center.
Confirm You Can Find Key Information
Confirm you know where to go to find your Contacts (now Constituents), recurring donations, and fundraising forms. Check that the information you see is what you expect.
From Bloomerang CRM, view:
Your Home Dashboard
Your Constituent Dashboard
Recurring donors from Groups > Recurring
Donation pages (if applicable) from Kindful > Donation Pages
Review Key Differences Between Kindful and Bloomerang CRM
Funds, Campaigns, and Appeals in Bloomerang CRM
In Bloomerang CRM, funds, campaigns, and appeals are fields on transactions that help you track where the gift goes, what effort it supports, and the solicitation channel. These labels are key to help you analyze and report on results.
Tip: Review Fund, Campaign, and Appeal Basics to learn how these important concepts work together in Bloomerang CRM. Review Create and Manage Funds, Campaigns, and Appeals to learn how to work with these elements through Bloomerang CRM.
Kindful has funds and campaigns, but does not have appeals built-in. If you used designations in Kindful, your designations are transferred and become appeals in Bloomerang CRM.
Many organizations use Campaign Custom Fields in Kindful for appeal-like tracking and those are transferred to Bloomerang CRM as part of your upgrade. If you previously set up Campaign Custom Fields in Kindful, those also transfered as part of your upgrade.
Learn how to set up Appeals in Bloomerang CRM.
Reports in Bloomerang CRM
Reports in Bloomerang CRM work differently than reports in Kindful. In Kindful, reporting is focused around contacts and their activity.
With Bloomerang CRM, you can create reports based upon Constituents, Transactions, Interactions, Notes, or Tasks. You can access other types of information from the report, but this choice determines the basic type of information that your report contains.
Tip: If your question is about dollars, dates, funds, campaigns, or appeals, use a Transaction report type.
Review Additional Terminology Differences
There are some additional terminology differences between Kindful and Bloomerang CRM to note.
Kindful Term | Bloomerang CRM Term | Notes |
Attendees | Constituents | In Kindful events, ticket buyers create or update contacts, but attendees do not sync into Kindful as contacts.
In Bloomerang CRM, you can automatically add attendees as constituents and automatically add an interaction to the constituent’s timeline by requiring first name, last name, and email address at registration. |
Contact duplicate finder / Deduplication | Duplicate Constituents | Kindful includes a duplicate finder and de-duplication concepts.
Bloomerang CRM automatically notifies you about possible duplicate constituents. If you determine constituents are duplicates, you can review and merge them. |
Gift / Donation / Transaction | Transaction | Kindful uses gift and transaction language for monetary entries.
In Bloomerang CRM, transactions appear on the timeline and are where you apply funds, campaigns, and appeals. |
Group / Segment | Groups | Kindful uses groups and segments for segmentation.
In Bloomerang CRM, Groups are subsets of constituents who share a common trait. Groups is a main navigation item. Use groups with Journey Automation to automate continuous engagement for constituents in all donor lifecycle stages. |
Non-cash gift | In-kind donation | Kindful uses non-cash gift.
Bloomerang CRM uses in-kind donation. |
Recent activity (by contact) | Constituent timeline | The Bloomerang CRM Timeline shows date-based activities for each calendar year. You can filter what you see. |
n/a | Bloomerang CRM mobile app (Quick donation, Tap to Pay, video acknowledgements) | Bring Bloomerang CRM with you wherever you go with the Bloomerang CRM mobile app.
When you’re onsite at events, at in-person meetings, and on the road, get quick access to constituent insights, monitor your fundraising, and manage tasks. Add donations, send video acknowledgements, and securely process card and cash payments with just a few taps. |
Complete Your Setup
While key information like contacts, donation forms, recurring schedules, donation history, pledges and pledge payments are transferred during a Kindful to Bloomerang CRM, a few things do not.
Set Up Reports
Because reports in Bloomerang CRM work differently than reports in Kindful, you must set up new reports in Bloomerang CRM. Your Kindful reports do not transfer.
Bloomerang CRM includes a number of report templates you can use to get started. Go to Reports > New Report to view available report templates. You can also build custom reports if you click Start from Scratch.
Tip: Need help setting up reports? Ask Bloomerang Chat from Bloomerang CRM.
Set Up Appeals
Because Bloomerang CRM includes a dedicated appeal dimension, we recommend you use appeals for channel and specific ask.
In Kindful, Campaign Custom Fields are commonly used for donor notes, memorial/honor info, internal codes, “how did you hear,” and similar attribution/details.
In Bloomerang CRM, set up appeals focused on the solicitation method/channel. If you need to ask donors for additional details that you plan to use in the long-term for segmentation, use custom fields.
Create and Manage Funds, Campaigns, and Appeals has step-by-step instructions for how to set up appeals.
Recreate Active Registration Forms (optional)
Kindful registration forms are not transferred during the upgrade to Bloomerang CRM. If you have existing, active registration forms in Kindful, you must create them in Bloomerang CRM using Kindful Fundraising.
Follow step-by-step instructions in Create an Event Page with Kindful Fundraising to create an event.
Note: Kindful registration form custom fields are not transferred during the upgrade to Bloomerang CRM.
If you previously used Kindful registration form custom fields to collect extra questions or information used for long-term segmentation during event registration, use custom fields in Bloomerang CRM instead:
Get More Help
Sign Up for Bloomerang Learning
Bloomerang Learning is an educational resource with information about using Bloomerang CRM, as well as Bloomerang Volunteer and Bloomerang Fundraising.
Bloomerang Learning has:
Curated learning paths that cover broad topics in depth.
Short, self-paced courses with walk-throughs that help you complete specific tasks.
To get started, go to the Bloomerang Learning sign in and click Click here to request access.
Once you have access to Bloomerang Learning, sign in and check out these courses to help you get started:
Welcome to Bloomerang CRM! (5 min)
Your Settings in Bloomerang CRM (10 min)
Constituents in Bloomerang CRM (5 min)
Tip: We recommend that you bookmark Bloomerang Learning in your browser.
View About Bloomerang Learning for more information.
Ask Bloomerang Chat
Are you already signed into Bloomerang CRM? Having trouble finding answers or choosing the right keywords to search the Bloomerang help center? Ask Bloomerang Chat, available at your fingertips from Bloomerang CRM, any time.
Bloomerang Chat starts with AI and gives you answers that include links to help center articles. If you need more help, Bloomerang Chat connects you to a person on our Support team.
Related
Kindful Fundraising within Bloomerang CRM:
All articles about Kindful Fundraising with Bloomerang CRM