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Timeline highlights should take into account soft credits
It would be so much more useful if the Highlights on the Timeline would take into account any soft credits that a donor has given (via donor advised funds or whatever other mechanism). Right now we have several donors for whom the highlights read ...
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Native ask tracking for major gifts
Track major gift asks today requires manual setup using custom fields. This process can be cumbersome and leads to non-standardized solutions across different organizations. A native feature for tracking major gift asks would simplify the process ...
Managing members of static groups is time consuming. I need to be able to set the criteria of a group and have Bloomerang automatically add/remove members so I know the group is always up-to-date.
I need Journey Automation to work at the Household level
Journey Automation currently enters constituents based on each constituent's giving characteristics. However, my organization tracks giving at the Household level, and I need the donation automations to respect the Household giving characteristics...
Quickly find specific timeline entries based on more complex search and filter options, such as: Interaction channel (more easily focus on personal interactions and hide mass emails) Date range (possibly replacing the list view as a way to find ol...
about 2 years ago
in Timeline
42
Under Consideration
Allow online forms (donation forms, event pages, crowdfunding, etc.) to be further customizable with colors, font, and logos to improve branding and visual appeal.
Select a Group entry source adds new members to the automation
The select a group entry source only processes the members of the group on the date/time I set. I want to be able to add new members to the group and have those new members also go through the journey. Similarly, if a group member is removed, I do...
Use on-brand fonts for letters so that the letters you generate through Bloomerang look consistent with the letters you create using other software. Note: This idea is split from fonts for emails because of different technical restrictions on how ...
Add Consecutive Years of Giving Calculation to Constituents
Knowing how many consecutive years a Donor has given is valuable in engagement activities and reporting. For example, I would like to send out special thank you letters / emails to Donors who have given for 5, 10, 15, etc. consecutive years.
Allow Event forms to be more customizable, including color themes, images, positioning, more flexible informational text, button text, event terminology (like attendee vs sponsor), embeddable widgets (like goal thermometer).