1206 Bloomerang Academy

1. Welcome to
Bloomerang Academy
Thank you for joining us!

2. Join the Online Audio or Dial in!
+1 669 900 6833

3. Ask questions
Live Transcript
Share ideas
Housekeeping

4. Housekeeping
We will share the slides and recording of this session with
you via email later today.
The resources mentioned in the session will be linked on the
Resources slide at the end of this presentation.
Any questions we are not able to answer live or in the Q&A
will be addressed after the session via a follow-up.
If you need further assistance, please reach out to
support@bloomerang.com. Our support team is amazing!

5. Bloomerang + Zapier
Automating Membership Management

6. Jessie Gilchrist
Manager, CRM Services and Senior Consultant
www.SidekickSolutionsLLC.com
info@sidekicksolutionsllc.com

7. Agenda
1.
2.
3.
4.
Intro to Zapier
Membership status and expiration updates
Accounting for membership tiers/levels
Managing lapsed status
5. Getting started

8. Zapier

9. What is Zapier?
Automation software

10. Bloomerang is central hub

11. Do you currently have any
Zapier integrations?

12. Standard Flow

13. Standard Flow
Membership status and expiration
For new membership payments in Bloomerang, update the membership status to
“Active” and assign a membership expiration date 365 days in the future.

14. Membership Levels

15. Membership levels
By using filters or (paths), we can code a Membership Tier (or Level) field, in
additional to Membership Status and Expiration.

16. Lapsed Members

17. Lapsed Members
● No trigger in Bloomerang Zapier app to run when expiration date is reached
● Solution requires use of Bloomerang scheduled reports and a parsing tool

18. External
Member IDs

19. External Member IDs
● Trigger on new member in external app and find/create constituent in Bloomerang
○ Can code custom field when creating a new constituent
○ Need Update Constituent action if matched to existing constituent in Bloomerang

20. Getting started

21. Sign up for a Zapier account
https://zapier.com/sign-up
Tip: Zapier begins with a 14-day free trial of the Professional tier functionality. Following the free trial,
your plan is converted to a Free plan until you choose to upgrade, if at all.

22. Connect Bloomerang to Zapier
● Go to My Apps
● Click Add Connection
● Search for and select Bloomerang
● Grant access using your Bloomerang login credentials

23. Explore Zapier
● Search available apps
○ https://zapier.com/apps
● Look at Bloomerang Zap templates
○ https://zapier.com/apps/bloomerang/integrations
● Review Zapier resources
○ https://zapier.com/help
● Begin building!

24. Would you like a follow-up
about consulting services?

25. Zapier integration experts working exclusively with
nonprofits and public sector agencies.
www.SidekickSolutionsLLC.com
info@sidekicksolutionsllc.com

26. Thank you