BloomTrac Transition Headquarters
This is where you'll be able to find everything you need to know about transitioning from BloomTrac to Curate.
Bookmark this page for the latest updates!

Actions Needed From BloomTrac Users

  • Fill out this form to let us know more about you and schedule a 1-1 session with the Curator Success team about your transition
  • If you have any questions, feel free to send those directly to Sarah at sarah@bloomtrac.com or to the Curate team at hello@curate.co

Schedule a 1-1 Session about your Transition

Announcement + Q&A Webinars

9/15: Sarah's COVID Pivot

In this video, Sarah walks through the decision to sell BloomTrac and why she felt Curate was the best option for her users:

"Ryan was the best buyer because he had a great interest in the well being and needs of my users. 

Curate is in a unique position to support you in a way no other buyer could, given that they have the largest customer support team and development team in the event floral industry."

 

9/16: Live Q&A Webinar on BloomTrac Transition to Curate

In this live Zoom webinar, Sarah Hinton and Ryan O'Neil answer all the initial questions attendees had about the pricing, migrating from BloomTrac to Curate, customer support, training that will be available, and general information about Curate.

9/22: How Curate Works Webinar

In this webinar, we're walking through everything you need to know about how Curate works - from billing and support to specific features that make your job easier. We're also answering more questions that may have popped up since our last webinar.

9/22: Welcome from Curator Success

We are so excited to welcome you to the Curate family! Here's an overview of who makes up our Curator Success team, the ways we can support you, and actions we need you to take to make your transition as smooth as possible.

FAQ

  • Can I keep working in your BloomTrac account?
    • For the next few months, BloomTrac will stay active and you can keep working in the system as you normally do. BloomTrac will ultimately be phased out. We’ll be announcing a timeline tomorrow in addition to some other important pieces. Given the hope that 2021 will be a large year of events, we anticipate migrating users to Curate by the end of 2020.
  • Why is BloomTrac being phased out?
    • Technology ages faster than an avocado and we are being outpaced by advancements made in the programs that we use to run BloomTrac. Some of these issues you are already experiencing.
  • Do I have to switch to Curate?
    • No, you are not required to adopt Curate however, I strongly recommend that you do. They are working diligently to create an automated process to move your data from BloomTrac to Curate, saving you hours of work manually downloading all of your events, only to have to manually recreate them in another software or on your own.
  • Will my subscription price increase?
    • Your BloomTrac subscription rate will stay the same for the next 12 months, and after that you can renew at 30% off Curate rates. You get to try Curate out and love it and see the amazing value for you and your business. To those of you that just paid your annual renewal, it will be honored. Plus, we will move your historical and current event information over at no extra cost!
  • What does Curate's support look like?
    • Same as what you experience with BloomTrac! We have an incredible team of people that can help support you with calls and in-app chat as needed. You can always call us at 314-449-9342! Sometimes we are on calls with other customers, but if you leave a message, we will get back to you at the earliest availability.
  • Do you have to change right away?
    • We plan to migrate users from BloomTrac to Curate between October and November on a self determined schedule.
      Fill out the form above to go over what the transition will look like for you and ensure you have the best possible experience.
  • Some of Curate's verbiage is different than what we used in BloomTrac. Can you explain what those different terms mean?
    • Yes! I (Sarah) am working to learn Curate right alongside all of you. So I've put together this living glossary of terms I've come across and I'll be updating it regularly as I learn more.
  • What do Curate's Proposals look like?
    • Because today's client is engaging with a proposal on a variety of devices, we've developed our proposal themes with a responsive design that grabs the client's attention across any device.

      All of Curate's proposals come with the ability to customize the fonts and font colors to fit your brand.

      Be sure to check them out on your phone, tablet, and laptop to see what they look like at each size.

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The Sprout theme features a simple, clean proposal that is perfect for those who want a minimalistic look that still inspires the client and encourages them to book immediately.

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The Brilliance theme features a cover page that you can use to reflect the bride's inspiration images at first glance. The heavy emphasis on imagery in Brilliance makes it perfect for connecting with Pinterest brides who need a little help pulling their boards into a coherent vision for their big day.

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The Excellence theme is Curate's newest theme that features a colored background and an even more mobile-friendly experience for your clients.

Curate Training Resources

Top Curate Features for Florists

Watch this video to see some of the Curate features that florists LOVE!
  • Custom fonts and colors
  • Drag and drop photos from Pinterest and Instagram
  • Build and save recipes for later 
  • Possibilities section
  • Shopping list, recipe sheet, and event profit breakdown

Create a Proposal

When a client looks at your proposal, you have 3 seconds to show them that you've captured their vision. That's why it's so important to create a stunning cover page, add inspiration images, and showcase the details for each line item.

Learn how to turn your cost-out into a proposal that your clients would love.

Create a Recipe

Now that you've created your proposal and made it look absolutely stunning, it's time to ask yourself if it's priced for a profit.

Even event professionals who have been in business for decades are shocked to find out that they're undercharging for their events, some by thousands of dollars!

You work too hard to lose out on that type of money.

Learn how to add recipes to each of your line items so you can ensure that you're pricing for a profit.

Build your Library and Rentals List

As you priced out your items, you started the process for adding items to your library and rentals list. Now's the time to finish building out those lists.

Here's how to add items to your library and rentals list.

Note: This process does outline how to add items one by one. However, many people prefer to do a bulk upload with the help of our Curator Success team. Bulk item uploads typically take 7-10 business days because our team manually ensures that each item on your list is correctly formatted for upload.

Prepare your Supplier Order

Congratulations! You've created an accurately priced proposal and sent it off to your client. Now it's time to prep your order for your supplier.

Curate offers two options to help get this done:

  • Gameplan allows you to merge multiple events into a single shopping list and/or separate items from a single or merged list into multiple orders to send to your different suppliers.
  • Purchases allows you to send the supply list from a single event to a single supplier.

Note: This video was created before we released Curate Orders. The "Orders" tab that it is referred to in this video is now called the "Purchases" tab.

Create a Form to Collect New Inquiries

Have you had a typo on a client's email address? Suddenly you've sent a proposal to a random person instead of your prospective client. A few days later you call to follow up and they've booked with a competitor because they never got your email.

Any time you're copying information from an inquiry form to your proposal, there's room for error on your part.

Curate's form feature helps minimize the opportunity for mistakes and the time it takes to copy all the information into your proposal.

Learn how to set up you form(s) that will pull directly into Curate and even embed them onto your website to start increasing inquiries.

Customize your Settings

You've done an awesome job at creating your perfectly priced proposals, sending orders to your supplier, and optimizing your inquiry process with forms that can live on your website.

Now we want to make sure you get to look at some the really cool features that are hidden in your Settings tab. Here is where you can:

  • choose your starter libraries and measurement units
  • create multiple markup profiles
  • customize your email templates
  • develop your custom tagging system
  • set up your automated workflows
  • and more!