Automating Upgrade Links in Bloomerang Email Campaigns

Bloomerang's email marketing tool allows you to automate upgrade links, making it easier to encourage your existing supporters to upgrade their recurring donations. By integrating Bloomerang with Fundraise Up and following a few simple steps, you can create personalized upgrade links that dynamically populate with each supporter's specific recurring donation and supporter IDs.

Step 1: Create Custom Fields in Bloomerang

To begin, you'll need to create two custom fields in Bloomerang for your constituents:

  1. "Recurring ID"
  2. "Supporter ID"

These custom fields will store the unique identifiers for each supporter's recurring plan and supporter profile in Fundraise Up.

Step 2: Configure Bloomerang Integration in Fundraise Up

Next, you'll need to set up the integration between Bloomerang and Fundraise Up:

  1. Open the Bloomerang integration settings in your Fundraise Up account.
  2. Map the following fields:
    • Donation > Recurring ID to Constituent > Recurring ID
    • Donation > Supporter ID to Constituent > Supporter ID

This mapping ensures that the necessary data is transferred from Fundraise Up to Bloomerang, allowing you to personalize the upgrade links.

Step 4: Create an Email Campaign in Bloomerang

Now, you'll create a new email campaign in Bloomerang and add a button or link that incorporates the upgrade link:

  1. Create a new "Email Campaign" in Bloomerang.
  2. Add a button or link to your email template.
  3. Use the following URL template for the button or link:
    1{{basic_upgrade_link}}?recurring=*{{Recurring ID CF-1}}*&supporter=*{{Supporter ID CF-1}}*

  4. Replace {{basic_upgrade_link}} with the actual "Basic link for upsell" URL you copied from Fundraise Up.
  5. Adjust the variable names ({{Recurring ID CF-1}} and {{Supporter ID CF-1}}) to match the custom field names you created in Bloomerang. You can use Bloomerang's Text Editor to add and check variable names.

The final URL will have the following format:

1https://yourorganization.com/upgrade?recurring=RRNGJSSS&supporter=SMXQSYBV&blm_aid=69892097

Additional Considerations

  • The instructions provided above are general guidelines for setting up automated upgrade links in Bloomerang email campaigns. Depending on your specific requirements and email campaign structure, you may need to apply proper filters and triggers to ensure optimal functionality.
  • It's important to test your email campaigns thoroughly to ensure that the personalized upgrade links are working as expected and directing supporters to the correct upgrade pages.
  • Keep in mind that the custom field names and variable names mentioned in this guide are examples and may differ based on your Bloomerang account setup. Make sure to use the appropriate names and syntax for your specific implementation.

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