Create Gmail drafts for new Bloomerang constituents
Kickstart your communication process with new contacts from Bloomerang by automating your email workflow. With this setup, each time a new constituent is added in Bloomerang, a draft email is promptly created in Gmail ready for your customization and approval. Streamline your constituent management and save time on drafting initial emails.
Kickstart your communication process with new contacts from Bloomerang by automating your email workflow. With this setup, each time a new constituent is added in Bloomerang, a draft email is promptly created in Gmail ready for your customization and approval. Streamline your constituent management and save time on drafting initial emails.
- When this happens...New Constituent
Triggers when a new constituent is created.
- automatically do this!Create Draft
Create a draft email message.
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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