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Bloomerang + Microsoft Outlook

Draft emails in Microsoft Outlook for new constituents in Bloomerang

Connect Bloomerang and Microsoft Outlook to streamline your communication process. This workflow will start whenever there's a new addition to your constituent base in Bloomerang, instantly drafting an email in your Microsoft Outlook account. It's an efficient way to quickly reach out to new constituents without the need for manual data entry, saving you time and effort. Make your workflow work for you, fostering faster and effective communication with your audience.

Connect Bloomerang and Microsoft Outlook to streamline your communication process. This workflow will start whenever there's a new addition to your constituent base in Bloomerang, instantly drafting an email in your Microsoft Outlook account. It's an efficient way to quickly reach out to new constituents without the need for manual data entry, saving you time and effort. Make your workflow work for you, fostering faster and effective communication with your audience.

  1. When this happens...
    BloomerangBloomerang
    New Constituent

    Triggers when a new constituent is created.

    TriggerScheduled
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Create Draft Email

    Creates a draft of an email that can then be reviewed and sent out.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Type

    Trigger
    Scheduled
    Try It
    • Channel

    • Purpose

    • Include Constituent’s cumulative giving history?

    • Include Constituent’s Household information?

    Trigger
    Scheduled
    Try It
    • Type

    • Minimum Amount

    • Maximum Amount

    Trigger
    Scheduled
    Try It
    • Type

    • Include Constituent’s cumulative giving history?

    • Include Constituent’s Household information?

    Trigger
    Scheduled
    Try It
  • Bloomerang triggers, actions, and search

    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.

    Trigger
    Scheduled
    Try It
    • Channel

    • Purpose

    • Constituent

    • User

    Trigger
    Scheduled
    Try It
    • Type

    • Include Constituent’s cumulative giving history?

    • Include Constituent’s Household information?

    Trigger
    Scheduled
    Try It
    • TypeRequired

    • 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

    Action
    Write
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About Bloomerang

Bloomerang is a simple, cloud-based donor database solution that pools together the latest in best practices for donor engagement and retention.

Related categories

  • Fundraising
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About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Related categories

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