Nael Aljabi
Since we strive to show you the info that matters the most! We made a change to minimize the display of some information on the Payment section of a Contribution page. By default, you can now view the contribution amount, the DCC amount, and the payment method. You can still click on the down arrow to view additional details!
Nael Aljabi
Since we believe in the quality of the information and not the quantity, we made it easier for you to view, list and filter your contributions and show the information that matters to you, here’s what we did!
We’ve made the “Filter By Date” And filter by “Status” readily visible so you use them on the fly!
We have also introduced the “Status” column which lists your contributions as Fulfilled vs Unfulfilled. This column also filters your contribution based on which ones are high risk!
We also removed the referral column from being visible by default, you can still find it under “More Filters”!
The “Total” column was changed to “Payment”. In this column we’re displaying the contribution amount and the payment method used all at once!
For more information, have a look at our article here: https://help.givecloud.com/en/articles/5568326-contributions-how-to-manage-and-report-on-contributions
Nael Aljabi
We have updated the some language to help you better manage your contributions. "Complete" is now "Fulfill". Choose 'Fulfilled' or 'Unfulfilled' when managing your contributions.
Have a look at our brand new article on how to mark a contribution as fulfilled! https://help.givecloud.com/en/articles/1541696-contributions-how-do-i-mark-a-contribution-as-fulfilled
Nael Aljabi
We have made it so easy for you to manage your Givecloud settings from one page! From setting your payment gateway, to creating a teammate's Givecloud jPanel account and more!
To access your organizational setting, click on your name on the top right in your dashboard, and then from the drop down menu, click “Organization Settings”
For more information on how and what you can manage under your Organization Settings , check out our article here! https://help.givecloud.com/en/articles/6596101-manage-your-organization-settings
Kimberly Arcand
Lifetime giving on the recurring payment profile page now accounts for refunds.. The lifetime giving will only include paid transactions towards the recurring payment profile.
Kimberly Arcand
We have released an improvement to the image library. Search and review images saved to the image library to quickly manage or remove older images. Use the image name to find the image within your image library. Add to a page or remove by selecting the X icon in the right-hand corner.
Kimberly Arcand
We have updated the Contribution with Items report export to include tribute details. The following fields have been added,
To learn more about tributes, check out our help documentation,
Kimberly Arcand
We have added 'none' as an option on tributes, so whether you offer email only or letter only for tributes, supporters will be able to select not to send the recipient a tribute notification.
To learn more about tributes, check out our help documentation,
Kimberly Arcand
Dashboard Tiles have been added to your Givecloud admin to help you easily measure your success month over month.
Use the dropdown menu beside the month to review the previous or current month.
Review your total amount, one-time, recurring, new supporters, contributions, average size, average daily amount and DCC coverage.
Nael Aljabi
Improve your donor's login experience by allowing them to login to your Givecloud site using their Google, Facebook or Microsoft accounts!
No more having donors fill their address, first and last name when signing up, their Givecloud account will use their social login to fill all of that information if they are provided by their social login account!
This feature is enabled by default under Settings > Supporter Preferences > Social Logins, so there's no action needed to take advantage of this today!
Kimberly Arcand
Supporters may have experienced issues placing donations through embeddable donation forms from Thursday, Jul 14 at 2:44 pm EST to Monday, Jul 18 at 12:16 pm EST. This was due to a date validation error. An update was complete Monday, Jul 18 at 12:16 pm EST to resolve the issue.
Nael Aljabi
No more clicking through multiple menus to get to the supporter search, we've added a search on the top left of your dashboard where you can easily search for supporters in seconds! Watch this short video to see it in action! https://www.youtube.com/watch?v=mO4iLgVFYD0
Nael Aljabi
An update to the payments report is now available! The report beautifully organizes your payment totals based on your payment processors such as Stripe, PayPal, etc. The report also provides a breakdown of payment types such as Visa, MasterCard, etc. Your overall payment totals from all sources are readily displayed at the bottom of the report. This gives you a quick high-level glance at which source generated the most donations and which generated the least.
Maria Tan
Revisions and autosave for pages are now live! Autosave is triggered in the background every 60 seconds for pages. Up to five revisions or versions of the page is also saved, making it a breeze to restore previous versions of your page. A warning or notification will be displayed when you edit a page with a more recent autosave.
Dan Ramdial
1) If there is no MCAT linked to a membership level in Givecloud, then the membership level will not be synced to DonorPerfect (including the enrolment and expiry date).
2) When a contribution is synced to DonorPerfect, only if the contribution is linked to a membership will a supporters membership info be synced to their donor record in DonorPerfect.