Jun 15

Filter Improvements for Lists!

Improvement
       Philippe Perusse

We've cleaned up the filters in most lists so they have:

  • better alignment,
  • clearer labels,
  • clutter the screen far less when not in use, and
  • are more functional on smaller screens.
Jun 7

Four New Supporter Filters

New
       Kory Gorsky

We've added four new filters on the Supporters (Accounts) list.

  • Recurring Payments filter allows you to find all your recurring donors, all donors with suspended recurring payments and all donors with expired recurring payments.
  • First & Last Payment Date filters allow you to find new donors, active donors and lapsed donors based on the first time or last time they made a payment.
  • Donor Portal Activity filter allows you to find all your supporters who use your Donor Portal.
  • Payment Method filter allows you to find Supporters who have a valid payment method, those who have a payment method expiring soon, and those with no valid payment method.
Jun 7

Archive Supporters (instead of delete)

Update
       Josh Bloomfield

We've improved supporter management so you can Archive instead of Delete supporters. This will allow you to safely archive supporters who are no longer engaged without impacting your historical data.

Jun 7

Contributions & Supporters Language Updates

New
       Josh Bloomfield

Now we're talking the same language! No more "Orders" or "Accounts"! They're now "Contributions" and "Supporters". You'll see these updates throughout the system.

We haven't made any other big changes to the UI - it's only the language we're using. You can still find all your "Orders" through the "Contributions" menu. And you can still find all your "Accounts" using the "Supporters" menu. It'll take a little getting used to, we know. These are all baby steps towards a very bright future. ?

Do you have feedback? Hit us up in the live chat and fire away! Your opinion is all that matters. We're doing this FOR YOU!

Jun 1

DonorPerfect Sync Improvements for Split Gifts and Memberships

Update
       Tim Robertson

We've improved how we sync data to DonorPerfect for Memberships and when using Split Gifts.

When using Split Gifts:

  • We NO LONGER push a master gift when there's only one gift to push to DonorPerfect.
  • TY Letter Code is no longer set to SEE_SPLIT. Instead, it's set to either a single TY code OR NULL if there are multiple.

Membership Improvements:

  • When renewing a membership, Givecloud pushes the new expiry date to DP in realtime
  • Givecloud now does a much better job of tracking enrolment date in DP as the original membership registration date in Givecloud, regardless of renewal dates

Stay tuned for even more improvements to our DP sync.

Jun 1

Login from Givecloud.com

New
       Philippe Perusse

No more fumbling for your Givecloud account. You and your staff can now login from givecloud.com!

May 31

Sponsorships: Resolved an Issue with Adding a Timeline Update

Patch
       Kory Gorsky

There was an issue setting a timeline update to Private. Rather than setting the post to private when clicking the checkbox, it would instead prompt you to upload an attachment. This has been resolved.

May 31

Staff Notifications for Edits to Fundraising Pages

New
       Kory Gorsky

Under fundraiser settings, you can now add team members to be notified when a Fundraising Page is edited by a Supporter.

This is in addition to the notification that was already available for your team to be notified when a new fundraiser is created.

May 31

Several Bug Fixes

Patch
       Kory Gorsky

Several bug fixes have gone live. See the list below for more details.

  • Multi-Item Checkout pages:
    • The list of items you can donate towards now respects the order of the items as they were added on the edit page [ENG-108]
  • Fundraising Pages:
    • Allowing goals greater than 999,999. This is especially important when using currencies where a large amount equates to smaller value. [ENG-84]
  • Text to Give
    • A change has been made to how we recognize text conversations to attempt to reduce the possiblity of multiple conversations matching a text message. [ENG-82]
  • Mobile Point of Sale
    • A bug has been addressed that would result in a cryptic error message related to "CSRF" tokens [ENG-87]
May 28

Fundraising Pages filter for Supporters List

Update
       Philippe Perusse

Easily see a full list of your supporters who have fundraising pages with the new Fundraisers filter in the supporters list.

May 27

Lots of Membership Fixes and Updates

Update
       Philippe Perusse

Where to start... inspired by so many subscribers feedback!

  • fixed bugs with membership status displaying in the website header when a member logs in
  • fixed bugs with membership status displaying in the online portal
  • improved the view of memberships in the Supporter screen
  • NEW Members Report (Reports > Members or Supporters > Members) where you can better report on all your current and expired members

We'd love your feedback!

Thanks to all our membership organizations (especially Astrosociety and Cal Waterfowl) for helping post these issues and improvements!

May 24

Fixed an white-space issue on donation pages

Patch
       Kory Gorsky

We removed a blank box that would appear on most donation pages of new sites because there is a single space in the "Alternate Panel Content"

May 20

Address Autocomplete for Mail Tributes

New
       Nicolas Gominet

When a donor wants to send a tribute through mail, they can now use address auto-complete to enter the recipient's address.

We believe this will help reduce the time it takes your supporters to fill in addresses as well as reduce errors in address entry.

May 20

An Issue has been resolved with Add-to-Cart Donations

Patch
       Kory Gorsky

An update went live yesterday which caused a possible issue with donation forms that use the "Add to Cart" functionality.

Some of your site visitors may have been unable to add their donation to the cart due to an issue with tributes. We've since corrected the issue the forms should be working as expected.

May 12

Improved the Text-to-Give test console

Update
       Kory Gorsky

We made the text-to-give test console look prettier so it's easier to test your conversations.

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