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!

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.

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.

We've added support for images, videos and documents in your timeline posts. When adding a post to a timeline, you can either drag and drop files or click "Attachments" to add almost any type of file to the timeline post. The sponsor can then see these while reviewing their child's profile when they login. When the sponsor clicks on an image, it's displayed in a full-screen window where they can easily flip through all the images in a single post.

To learn more, check out the new article in our help desk.

-- Thanks Zahara and the Children of Grace team!

We've seen it in a lot of your donation forms - now you can track it and push it to your CRM. We call it the Referral Source... or "How'd You Hear About Us?".

To start, go to Settings & Admin > Accounts. Look for the 'Referral Sources' panel and follow the instructions.

To push that data into your CRM:

1. Login to DonorPerfect and create a DONOR UDF field. You can name it whatever you want - we recommend GC_REF_SOURCE.
2. Back in Givecloud, go to your DP Integration Screen (ex: Settings & Admin > Integrations > DonorPerfect).
3. Scroll down to the GC Meta Data panel and look for the Referral Source field and enter your field name (GC_REF_SOURCE).
4. From now on, the GC_REF_SOURCE field on the DONOR UDF table will be populated with the referral data.