Improved Profile Update Emails
Adding and removing payment methods now triggers the "Profile Updated" email.
Adding and removing payment methods now triggers the "Profile Updated" email.
This item is available on a limited basis. You can request access at support@givecloud.co.
Raise more money by allowing your supporters to create their own fundraisers RIGHT on your website! No more need for third-party peer-to-peer platforms. And if you are connected to a CRM like DonorPerfect, all the donations received are instantly pushed to DP.
To request access, ask is in the smiley chat bubble in the bottom right of your control panel :)
We're working on our documentation here :)
Givecloud now more intelligently matches codes in DP by comparing codes and code descriptions. For example, let's say you had a solicitation code set up called 'FB' with the description 'Facebook'. Givecloud will now compare both the code and the value to make sure it finds the best match. This would allow you to push the word 'facebook' (case insensitive) into the solicitation field, without forcing the value 'FB'.
Between July 11th and August 7th, some customers may have experienced issues with their GL, Campaign, Solicitation or Sub Solicitation Codes not pushing to DP correctly. This would have only impacted those who had over 500 code options (active or inactive) for a given field type. This has been patched.
We spruced up the look of your Orders Inbox (or Orders List) to make it a bit nicer and bit more functional, including:
Get a detailed view of all payments processed (no matter how they were processed) in a single report. The report can run to a max of 31 days - perfect for monthly, weekly or daily reconciliation.
To access the report, click Reports > Payments from the blue menu on the left.
For all the new features below, check the Site Design > Customize panel for additional settings.
Goal Deadlines You can now assign a deadline date for your fundraising goal and optionally show the time remaining to your donors while they are donating.
New Social Media Icons We've improved social media sharing on donation pages (one-page checkout). To enable, find the item your fundraising for (Sell & Fundraise > Items) and check the "Enable Social Buttons" option on the right.
Honour Roll (Donation History) You can show a list of all donations made on your donation page. To enable, find the item your fundraising for (Sell & Fundraise > Items) and check the "Display Past Purchases/Donations" option on the right.
Leave a Message Allow donors to post a message to your Honour Roll as they donate. To enable, find the item your fundraising for (Sell & Fundraise > Items) and check the "Allow Leaving a Public Message" option on the right.
'Anonymous' Donations Allow donors to anonymously donate or leave a message on your honour roll.
You can send an automated email to sponsors when you add a timeline post to a child/person's profile. Go to Settings & Admin > Emails to create the custom notification.
On most mobile devices, a vertical strip of whitespace was displaying on donation pages (one-page checkout). This has been resolved.
Total Weight has been added as a column when exporting Orders.
You can now upload multiple files or images at once to your Givecloud storage.
When editing website content (or anywhere the text editor is used), you can use the 'Add Media' button to add an image gallery to your page. Simply select multiple images in the image dialog and click 'Insert Gallery' at the top of the image dialog.
Find the new report under Reports > Referral Sources to get a quick high-level view of your most effective fundraising referrals.
Tributes with too little information provided (ex: only a first name but no last name) were jamming up the DonorPerfect sync. This has been resolved.
You can now set the next-bill date for recurring payments. Look for the new inline calendar when editing a recurring profile.
Multi-select custom fields no long auto-select the first option. Required fields now display an asterisk beside them.