May 31

Unable to upload and save banner Images

Bug Fix
       Tim Robertson

Previously, there was an issue uploading and saving banner images. This has been fixed.

May 29

Honour Roll & Donation Comments

New
       Josh Bloomfield

Have a fund or cause that you are raising funds towards that uses the one-page checkout? You now have the ability to enable comments and show a list of past donations on the one page checkout.

Donation history

Enable an honour roll that shows all donations that have previously come in. Donors have the option of donating anonymously.

Comments

Allow your donors to leave a comment with their donations. Comments are displayed publicly in the honour roll.

May 29

Saved Payment Methods In Virtual POS

New
       Tim Robertson

You can now use a donors' saved payment methods to process an order through the POS. If a previous donor is chosen when completing an order, their saved payment methods are now available as a payment option.

Thanks Children Of Grace!

May 29

Child Sponsorships

Bug Fix
       Josh Bloomfield

Previously, sponsored children were still accessible publicly through the URL even though they were removed from the list of children to be sponsored. This has been resolved.

Thanks SAF International!

May 29

Tax Receipts for recurring transactions

Bug Fix
       Josh Bloomfield

Previously, the links to tax receipts for transactions in the donor portal were broken. This has been resolved now.

Thanks SAF International!

May 29

Products not being shown as 'Sold Out'

Bug Fix
       Tim Robertson

Previously, in certain scenarios, products that had no stock remaining were still available for purchase. This has been resolved now.

Thanks Deerfoot Lodge!

May 29

Product Goal Amounts

Bug Fix
       Josh Bloomfield

Previously, deleted orders were being used to calculate the goal amounts that are shown on products. This has been resolved now.

Thanks Long Island Youth Mentoring!

May 29

Optional Text On The Order Receipt

New
       Dan Ramdial

Want to add some help text or a message for your donors to the order receipt? You can now add optional text to the Order Receipt page. This setting is available in Site Design > Edit in the Order Receipt tab.

Thanks Astronomical Society of the Pacific!

May 29

Default Donation Option On One Page Checkout

Improvement
       Dan Ramdial

You now have the ability to set the default donation option to 'recurring' or 'one-time' on the one-page checkout template. Previously, the default was only 'recurring'. This setting is in Site Design > Edit in the One-Page Checkout tab.

Thanks Elephant Sanctuary!

May 29

Product Specific Custom Emails

Bug Fix
       Dan Ramdial

You can now setup product specific custom emails for products that are scheduled to go live on your site at a future date. Previously, if a product had an active start date in the future, it was not possible to setup a custom email for it.

Thanks Kemp Center for the Arts!

Apr 30

Dashboard Improvements

Improvement
       Josh Bloomfield

We've improved your Givecloud dashboard to help you get a truer picture of how your organization is doing.

  1. Recurring revenue is now included in your monthly revenue total.
  2. We extended the 30 day revenue visualization to 60 days and moved it closer to the top of your dashboard.
  3. We added a second series to the 60 day revenue visual for your recurring revenue so you can easily compare your one-time and recurring revenue.
  4. We improved the account growth visualization to exclude deleted accounts.

Thanks to Brenda, Steph and the team at Avanse for the great feedback!

Apr 27

Account Side-Bar for Orders

New
       Josh Bloomfield

The spirit behind the new Account Sidebar is to save you time by giving you quicker access to account management functions.

Automatic Account Creation and Linking

Prior to this update, orders were only created if the donor specified a password during payment. Now, at payment, an account will always be created, regardless of whether a password is provided. If the payment has an email or name-zip combination that matches an existing account, we will link to that account.

Instant Donor Overview

The new Account Sidebar that displays on the order screen shows you an overview of the account holder including their lifetime payments, as well as recent orders.

Similar Accounts

Givecloud will always try and automatically link your payments to an existing account. Givecloud now also shows you similar accounts based on email or name-zip matching. If Givecloud made the initial match incorrectly, you can quickly see potential alternatives and switch the account with one-click.

Easily Switch & Link Other Accounts

If you see the wrong account in the sidebar, you can easily switch the account one of two ways.

  1. Select the drop-down beside the account holder's name and select 'Switch'
  2. Use the 'Similar Accounts' section and choose one of the similar accounts to link.

Quick Access to Merge & Login

The dropdown beside the account holder's name lets you quickly merge the account with an existing account, or quickly login as the account holder to see what they see.

Apr 26

Private/Internal Notes On Products

New
       Josh Bloomfield

Need to keep track of the current vendor for a product, where you got the product from or anything pertaining to the product that would be useful to your team? You now have the ability to leave internal notes on products. These notes are only available through the product in your jpanel and can be used however suites your organization.

Jan 19

Discontinued Support for Split Gifts in DonorPerfect

Improvement
       Josh Bloomfield

We've discontinued support for split gifts in DonorPerfect while DonorPerfect works to improve their support for Split Gifts using the No-Calc feature as well as in their reporting.

Jan 18

12+ Improvements to DonorPerfect Integration

Improvement
       Josh Bloomfield

Support for Organization vs Individual

When a donor identifies themselves as an organization, we now push that account type into DonorPerfect, as well as the organization name.

One Gift per Order Item

We've updated how gifts are created in DonorPerfect. Every item on the order will now generate a unique gift in DonorPerfect. For example: If there are 5 items ordered, there will be at least 5 gifts created. If you have taxes and shipping being pushed into DonorPerfect, those will continue to be pushed in as separate gifts as well.

Improved Donor Matching

We've implemented some improvements to our donor matching intelligence.

When matching a donor's first name:

  • we scan the first name so it will match "linda" with "josh & linda" (we know some of you love mixing spouse names into the first_name field)
  • we now search the 'Spouse' field (if you have it enabled - giftudf.spouse)
  • when the donor is an organization, we match on the organization field in DP

More Gift Data

You can now push more data into each gift created in DonorPerfect. Check your Settings & Admin > DonorPerfect settings panel.

  • Order Number - Givecloud can push the order number into a custom field of your choice.
  • Payment Method - Givecloud can push the payment method used in a custom field of your choice.
  • Is a Recurring Payment - Givecloud can push a Y or N value into a custom field of your choice to help you see which gifts were created through an overnight automated EFT.
  • Item Description - Givecloud can push a description of the item to a custom field of your choice.
  • Item Qty - Givecloud can push the quantity of the item ordered into a custom field of your choice.
  • Referral Source ("How'd you hear about us?") - Givecloud can push the answer to "How you heard about us?" to a custom field of your choice on the Donor record.

More Tribute Data

You can now push the personal message entered during a tribute to the gift narrative field. And optionally, you can include an entire description of the tribute in the narrative (including who it's for and their contact info).

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