Groups in Bloomerang 2023.pdf

04/20 Bloomerang Academy slides

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4. Poll

5. Margie Worrell
Margie Worrell is the Curriculum Manager at
Bloomerang. She serves on the board of the
Peace Learning Center in Indianapolis, and
has worked extensively with nonprofits as
both a staff member and a lead volunteer.
Her passions include education, theatre, her
two children and her two small dogs.


Curriculum Manager

6. Bloomerang Groups

7. What will we cover
today?






Take a tour around Groups to
see what
Bloomerang has to offer!

●The What and Why of Groups in
Bloomerang
○What is it?
○Why should I care?
●Let’s go into a Bloomerang demo
database
○Creating/Editing Groups
○Managing Groups
○Analyzing Groups
○Ways to utilize Groups
●Q&A

8. Three key
takeaways from
this session:


1.Why segmentation is
important
2.Three types of groups in
Bloomerang
3.How to apply Bloomerang
groups to real-world
scenarios

9. 9
We’re each in different segments
Airlines charge different
amounts for equivalent
seats on the same flight
Neighbors get
different direct
mail
Banks promote
different products to
their customers
Chain stores
stock for their
locations
Online retailers offer
tailored
recommendations

10. … and we like it that way!
14.3% higher
email open rates
40% share of
a new market
79% of consumers prefer
brands that personalize
More Engaging Better Fit More Loyal
Mailchimp Canon Accenture

11. Different segments
need different
engagement
New donors were 3x less
likely than repeat donors
to also give in the
following year.
11Source: Fundraising Effectiveness Project
0.00%
20.00%
40.00%
60.00%
80.00%
New Donors in 2020
Repeat Donors in 2020
18.6%
60.7%
DONORS RETAINED IN 2021

12. Association of Fundraising Professionals
People stop giving because they
receive pieces of communication
not personalized for themselves
and not necessarily relevant to
themselves.

13. Let’s make
segmenting
easier and
more efficient!

14. Announcing Bloomerang Groups!



Current Donors
Prospective Donors
Lapsed Donors
New Donors
Retained Donors
Recaptured Donors
Recurring Donors
(preconfigured and automatically updated
by BLG)



Board Members
Former Board Members
Staff
Volunteers

(pre configured by BLG, but not
automatically updated)




Interests
Government agencies
Partnerships
Etc.

(not pre configured or updated by BLG)
Bloomerang
Donor Groups
Bloomerang
Static Groups
User-Created
Static Groups
Based on
Financial Giving
Based on Time
Investment
Other Ways
to Segment

15. Groups Summary Page
Segmentation at your fingertips
Both the Bloomerang Donor
Groups and the Bloomerang
Static Groups have the
Bloomerang logo
(preconfigured groups).
The Bloomerang Donor Groups
have the lightning bolt which
means Bloomerang
automatically adds/removes
members!

16. Preconfigured common groups
●Board Members
●Former Board Members
●Staff
●Volunteers
Users manage the members

17. ●Interests
●Government agencies
●Partnerships
●Etc.
User-created groups
Users can create and manage themselves

18. New Group Details page
View donation trends and more!

19. See a group’s demographic makeup

20. Filter and sort the list of group members

21. Manage a constituent’s group memberships

22. Manage a constituent’s group memberships

23. Leverage the power of filtering to populate groups

24. Reference any group in reports, emails and letters

25. Into the database we go!

26. What can you do with Groups in your own
organization?
Now what?

27. ●Look at custom fields–do any of
these make sense to move into
a group?
●Look at communications–are
there groups you email
frequently?
●Look at reports–could you
benefit from having the analytics
for some of these groups?
●Put in the chat other ideas!
You can…
The possibilities are
endless…almost INFINITE!

28. Resources
Bloomerang Knowledgebase and Support Portal

29. Resources
Knowledgebase
Groups
View Groups
Run Reports for Groups
View Group Analytics
Add or Delete Group Members

Other Resources

Donor Segmentation:
Comprehensive Guide + Tips For
Success

Effects of List Segmentation on
Email Marketing Stats

4 Types of Market Segmentation:
Real-World Examples & Benefits

30. Thank you for attending!

We appreciate all you do!

Visit our website to see more upcoming
Bloomerang Academy webinars!