Bloomerang + Microsoft Outlook
Create draft emails in Microsoft Outlook for new transactions in Bloomerang
Streamline your donor relations with this simple workflow. When a new transaction occurs in Bloomerang, a draft email is immediately created in Microsoft Outlook. This saves time, allowing you to focus on nurturing relationships with your donors instead of managing administrative tasks. Boost your productivity and ensure no donor communication slips through the cracks with this convenient automation.
Streamline your donor relations with this simple workflow. When a new transaction occurs in Bloomerang, a draft email is immediately created in Microsoft Outlook. This saves time, allowing you to focus on nurturing relationships with your donors instead of managing administrative tasks. Boost your productivity and ensure no donor communication slips through the cracks with this convenient automation.
- When this happens...New Transaction
Triggers when a new transaction is created (with line item support).
- automatically do this!Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
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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
