Wonky coding displaying in the donor portal has been fixed
Two issues fixed:
- "My Tax Receipt" browser tab title
- "Add a Payment Method" button on in the recurring payment tab
Two issues fixed:
Check out more on how to use these tracking fields here https://help.givecloud.com/en/articles/3279013-supporter-acquisition-tracking
Previous Behaviour: When we attempted to sync contributions and create gifts in DonorPerfect (DP), sometimes the request would fail on the DP side. When this happened, Givecloud couldn't tell at which stage the request failed. The gift could have been created or it could not have. If the gift was created, we had no way of knowing the relationship between the gift in DP and the gift in GC. This meant that, upon failure, when we attempted the sync again, a duplicate gift would be created.
Updated Behaviour: When we push our contribution info to DonorPerfect to create a new gift, we now pass a new piece of information that will help us reconcile the gift in case of an error. When sending the request to create a gift in DonorPerfect, we now pass a reference into the GIFT_NARRATIVE field in DonorPerfect. Before sending the request, we look up gifts in DonorPerfect that have a reference to the item we’re trying to create. If one exists, we will link the item to that gift rather than create a duplicate. After a sync failure/disruption, the sync is only retried once, 5minutes later. Currently, this only applies to contributions and not to recurring transactions.
The button labels you can now override:
To find these override settings, head to Features > Website > Site Design and click into the Sponsorship tab.
Your public facing supporter website can now be shown in one of three languages: English (US - default), Spanish (MX) or French (CA).
Head over to your organization settings to choose your locale.
A couple of notes:
In your profile, you can now add "Pinned Menu Items" to the left menu bar to easily access your most used links.
You can either go to your User Profile or hover over the "Pinned" section on the left menu and click "Add / Remove Pins".
Once on your profile, you can choose any of the items from the Main Menu to appear as a pinned menu item:
There was an issue where sorting the P2P Fundraiser list by the goal progress wasn't working properly. This has been resolved.
Visual changes have been made to the Supporter's screen to make it easier to find what you need.
We've cleaned up the filters in most lists so they have:
We've added four new filters on the Supporters (Accounts) list.
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.
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!
We've improved how we sync data to DonorPerfect for Memberships and when using Split Gifts.
When using Split Gifts:
SEE_SPLIT. Instead, it's set to either a single TY code OR NULL if there are multiple.
Stay tuned for even more improvements to our DP sync.