Givecloud Product Updates

Jan 12

"How'd You Hear About Us?" Tracking

New

Dan Ramdial

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:

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

Jan 11

Better City-Level Tax Calculations

Bug Fix

Josh Bloomfield

Previously, tax was being calculated incorrectly when there was multiple rules setup per city. This has been resolved.

-- Thanks Lacey and Tech Inc for finding this bug and helping us solve it!

Jan 9

POS Tax Region Fix

Bug Fix

Josh Bloomfield

Previously, the tax region was not defaulting to the correct region in certain circumstances when using the Point of Sale (when trying to default to the customer's tax region). This has been resolved.

Jan 4

"My Tax Receipts" Menu

New

Josh Bloomfield

Your donors can more easily access their tax receipts using the new 'My Tax Receipts' menu in their Donor Portal. We group tax receipts together by year.

You must have Tax Receipts enabled in Givecloud in order for this feature to be enabled.

If you haven't already, consider turning Givecloud's tax-receipting on. You can fully customize the template. Givecloud will generate an encrypted PDF that will be instantly emailed to your donor and made available in their Donor Portal.

Jan 3

Tax Receipts for Sponsorship Payments

Improvement

Josh Bloomfield

We expanded our Tax Receipt feature to optionally issue tax receipts for sponsorship payments.

To enable Tax Receipts for your Child Sponsorship payments, go to Settings & Admin > Sponsorships, and look for the Tax Receipt setting. Be sure Tax Receipts are enabled on your Givecloud account.

-- Thanks Lift Them Up !

Dec 28

Better Handling of Payment Types

Bug Fix

Josh Bloomfield

Previously, under certain conditions, the type of credit card used on a transaction wasn't being recorded on your Givecloud orders for easy reference. We've gone through all your orders and fixed it. We also improved tracking moving forward.

Dec 26

Individual / Organization Support

New

Dan Ramdial

It's about time. We know ;) You can now track individual vs organization donations - and more!

To get started, go to Settings & Admin > Account and look for the new Account Types panel. You'll be able to manage the different account types, add some, remove some and choose which ones show up on your payment forms.

You can also map the Account Types over to DonorPerfect's Donor Types to keep everything in beautiful harmony.

NOTE: This feature is only supported on locked website themes. Need your theme updated to support this new feature, contact support@givecloud.co

Dec 21

Improved Tribute Tracking in DonorPerfect

Improvement

Josh Bloomfield

You can push the personal message, as well as the entire tribute itself, into the Gift Narrative field.

Check your DonorPerfect Integration settings panel for more details.

-- Thanks to the team at The Living Desert for this one!

Dec 18

Donor Title / Prefix Support

New

Dan Ramdial

Mr, Mrs, Ms, Dr, Prof... Now you can track the donor's title.

To start, go to Settings & Admin > Accounts and find the settings panel for Donor Title.

NOTE: This feature is only supported on locked website themes. Need your theme updated to support this new feature, contact support@givecloud.co

Dec 6

Added POS User to Order Export

Improvement

Josh Bloomfield

For POS orders, we improved the Order export to include the user who entered the order. Thanks for the idea, Wendy (& AWMC)!

Nov 27

Fix FedEx Integration

Bug Fix

Dan Ramdial

We fixed an issue that prevented FedEx from returning valid shipping quotes. Prior to this fix, anyone using FedEx may have experienced an issue getting live quotes to display on their checkout screen.

Nov 24

Improved Payment Provider IP Tracking

Improvement

Tim Robertson

We've improved the IP address that is sent to your payment provider when processing payments. Prior to this update, we were sending Givecloud's IP address each time a payment was processed. Now, when possible, we'll pass the donor/customer's IP address to your payment gateway. This allows your payment gateway to better understand the risk factors involved in processing the payment.

Nov 14

Smarter Email Notifications

New

Dan Ramdial

These email notification features have been designed to help you automate more of your donor communication.

There are three new notification types:

Recurring Donation Successful
Sponsorship Started
Sponsorship Ended
Membership Expired
Sponsorship Anniversary
Sponsorship Birthday
(more to come :)

You can also offset the day when your email notifications are sent to be x days before or x days after the triggered date.

Here's some ideas:

Hey Adam! Your Gold Membership is about to expire in 30 days! Click here to renew!
Dear Carla, A year ago, you started sponsoring Sam. Want to honor this occasion by sending Sam a gift?
Dear Carla, It's Sams birthday is just 5 days away! Want to give him a gift?
Hey Adam - Your Gold Membership expired yesterday!

Head to Settings & Admin > Email to start using these new settings!

Nov 9

Sponsorship Maps

Improvement

Dan Ramdial

We've updated our default theme to allow automatically loading a map into each child's profile page. Check Site Design > Edit > Sponsorship for the new setting.

Nov 7

Recurring Payment Filters

Improvement

Josh Bloomfield

You can now filter recurring donations by frequency (monthly vs annual, etc)