Course curriculum

  • 1

    Introduction to Bloomerang CRM

    • Getting Started with Bloomerang

    • Household Naming Rules

    • Adding a New Individual Constituent and a Household

    • Adding a New Organization Constituent

    • Adding a New Church

    • Entering Resource Family Information

    • Volunteers
  • 2

    Adding to the Constituent Timeline

    • Logging Interactions

    • Logging Event Attendance

    • Adding a Task

    • Adding a Note

    • Adding Constituent Relationships

    • Adding Paperwork as Attachments

    • BCC Email Feature

    • Logging an Adoption
  • 3

    Importing Event Data

    • Importing Interactions to Log Event Attendance
  • 4

    Reports

    • Using Report Templates
  • 5

    Mass Emails

    • Sending an Email Marketing Campaign

    • Sending an Email Marketing Campaign Video Tutorial
  • 6

    Resource Family Information

    • Importing Family Information Form

    • Entering Resource Family Information

    • Logging an Adoption

    • Adding Paperwork as Attachments
  • 7

    Constituent Management

    • Creating a Group

    • Merge Duplicates