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 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.

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 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.

Feb 19

Opt-in // Opt-out of Recurring Payment Success Email

Update
       Kimberly Arcand

To edit this setting, go to Settings & Admin > Users, then click the magnifying glass beside your name. Scroll to the bottom of the page, and opt-in or opt-out by toggling, 'Receive summary email from Givecloud after recurring payments have processed.' Save.

To learn more about the Recurring payment Success email, check out our help article here: http://help.givecloud.com/en/articles/4934301-recurring-payment-sucess-email.

May 11

Improved Text-To-Give messaging

Update
       Tim Robertson

We've improved the automated messages that your supporters receive when they send messages the automation doesn't understand. There are now more helpful replies to ensure every supporter can complete their donation, pledge or other action.

May 5

Improved UPS contract shipping rates

Update
       Tim Robertson

We now pull through your UPS contract shipping rates, if they are available.

May 4

Improvement to split-fund template

Update
       Tim Robertson

We've improved the dropdown for billing country to include "pinned" countries.

Apr 27

Include groups/membership in account export

Update
       Tim Robertson

We've improved the account export to include a list of all groups an account is assigned to.

Apr 22

Improved order search

Update
       Tim Robertson

We've improved searching for orders where the donor's account name is different than the billing or shipping name.

Apr 16

Include referring website in exports

Update
       Tim Robertson

We now include the referring website (previous website) in all order exports.

Jul 9

Improved item category support

Update
       Kory Gorsky

You now access even deeper levels of categories on items (previously limited to 2 on the item screen).

Jul 2

P2P Fundraiser Email Notification

Update
       Kory Gorsky

Fundraisers will now get an alert each time a donation is made on their page. You can now encourage them as they make progress towards their goal, and completely custom brand each email (as always).

Jun 28

Improved membership renewals

Update
       Kory Gorsky

We've improved how membership purchases and renewals work to ensure members can properly extended any existing memberships, instead of overlapping them.

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