Data Tools

Create a list of pledges from an external file.

See an alert on the constituent profile if they have any potential duplicates so that you can review & resolve the duplicates while you're already working on their profile.

Import an attachment to be linked to each interaction created via the import so that you can keep a record of the email or letter content that was the constituent received even when it wasn't generated by Bloomerang.

Import tasks from a csv so that you can organize your cultivation plans in a spreadsheet instead and add them all at once instead of in batches or one-by-one.

When importing new constituents, indicate whether they should be added to an existing household in your database.

Efficiently change the status on multiple constituents at once.

I was able to create bulk tasks and did so for a planned mailing (outside of bloomerang). Now I have to click each record to complete the task to save as an interaction. Since the task is indentical for each record a bulk option would be great.

Mass delete selected email addresses so that you can remove information that is bad, has sloppy capitalization, or that you no longer want to track.

Rename an import template so that you can correct typos, clarify what it does, or standardize your naming conventions.

We had an event with over 500 unique donations that I had to manually go through and soft credit a single person for pulling those donors to us. It would save a mass amount of time if you could mass soft credit through a certain appeal and update ...