Bloomerang + EZ Texting
Create or update EZ Texting contacts for new Bloomerang constituents
Maintain seamless communication with your networks using this workflow. When a new constituent gets added in Bloomerang, it initiates a process to create or update the respective contact in EZ Texting. This automatic coordination saves you from manual copying between the applications and assures prompt updates in your texting platform, enhancing your efficiency in managing your contacts.
Maintain seamless communication with your networks using this workflow. When a new constituent gets added in Bloomerang, it initiates a process to create or update the respective contact in EZ Texting. This automatic coordination saves you from manual copying between the applications and assures prompt updates in your texting platform, enhancing your efficiency in managing your contacts.
- When this happens...New Constituent
Triggers when a new constituent is created.
- automatically do this!Create/Update Contact
Creates or updates a Contact if already exists
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Type
Try ItChannel
Purpose
Include Constituent’s cumulative giving history?
Include Constituent’s Household information?
Try ItType
Minimum Amount
Maximum Amount
Try ItType
Include Constituent’s cumulative giving history?
Include Constituent’s Household information?
Try It
New Transaction Payment
Triggers for each donation, pledge payment, and recurring donation when a new transaction is created. Use this to trigger for each payment in a split payment.
Try ItChannel
Purpose
Constituent
User
Try ItType
Include Constituent’s cumulative giving history?
Include Constituent’s Household information?
Try ItTypeRequired
Suffix
Informal Name
Formal Name
Envelope Name
Recognition Name
Gender
Birthdate
Employer
Job Title
Facebook Page
Twitter Handle
LinkedIn Page
Website
Preferred Communication Channel
Communication Restrictions
Email Interest Type
Custom Email Interests
Primary Address Type
Primary Address Street
Primary Address City
Primary Address State
Primary Address Postal Code
Primary Address Country
Primary Email Type
Primary Email
Primary Phone Type
Primary Phone
Primary Phone Extension
Household