May 16

Integrations: Mailchimp

New
       Kimberly Arcand

Turn emails into donations by integrating your Givecloud account with Mailchimp's email marketing tools and make communicating with your supporters easy!

To connect your Mailchimp account to your GC admin, go to Settings > Integrations > Mailchimp.

To learn more, check out our help article, https://help.givecloud.com/en/articles/6960156-mailchimp.

May 4

Supporters: Upload and update supporters data with the new Support Import

New
       Kimberly Arcand

We have launched a new feature allowing you to upload or update your supporter data in your GC Admin.

To import your supporter data, go to Supporters > All Supporters > + Add > Import Supporters. To learn more, check out our help article, https://help.givecloud.com/en/articles/6923149-how-do-i-add-my-supporter-records.

May 4

Contribution Import: Upload external contribution data with Contribution Import

New
       Kimberly Arcand

We have launched a new feature that allows you to upload your external contribution data in your GC Admin.

Import your contribution data by going to Contributions > All Contributions > + Add > Import Contributions. To learn more, check out our help article, https://help.givecloud.com/en/articles/6925429-how-do-i-add-external-contributions.

May 4

Sponsorships: Upload and Update Sponsee Data with Sponsorship Import

New
       Kimberly Arcand

We have launched a new feature allowing you to upload or update your sponsee data in your GC Admin.

To upload your sponsee data, go to Features > Sponsorships > Children (this name may vary depending on your Sponsorship settings) > Add > Import. To learn more, check out our help article, https://help.givecloud.com/en/articles/6925402-how-do-i-add-my-sponsorship-database.

Apr 27

Category Pages: Show Product Summaries

New
       Kimberly Arcand

You can display your product summaries on your category pages to tell a story and provide information about a product or donation form. To add the item summaries to your category page, go to,

  1. Features > Website > Site Design > Category Templates.
  2. Toggle on, Show product summaries on product listings.
  3. Save to update the change.

Product summaries are available on the following category templates, Default Grid with Categories Grid without Filter

To learn more, please check out our help article, https://help.givecloud.com/en/articles/7837303-category-pages-show-product-summaries-on-your-category-page.

Apr 26

Salesforce Integration

New
       Kimberly Arcand

Supercharged efficiency with Givecloud's new Salesforce Integration! Connect Givecloud directly with Salesforce to keep supporter and contribution data in one central place. To learn more, check out our help article, https://help.givecloud.com/en/articles/5659398-salesforce!

Mar 22

Contributions & Transactions: How to Refresh the Payment Status

New
       Kimberly Arcand

Refresh the payment status for pending contributions or recurring transactions in your GC admin to receive the most up-to-date payment status.

Refreshing the payment status will help determine the status of a pending payment. For example, when Givecloud processes a Direct Debit (ACH or EFT), the direct debit payment will come back with a pending status while the bank processes the payment.

When you refresh a payment record, Givecloud will check the status and determine whether the payment was successful or has failed.

To learn more, check out our help article, https://help.givecloud.com/en/articles/7170396-contributions-transactions-how-to-refresh-the-payment-status.

Mar 21

Risk and Fraud Prevention: Mark as Spam and Spam Reporting Status

New
       Kimberly Arcand

Here at Givecloud, we work hard for you to ensure you have the built-in features you can use to manage payment risk and prevent fraud. In our latest release, we have created a Mark as Spam feature to help you review and manage fraudulent payments directly in your Givecloud admin.

Mark and filter fraudulent payments and supporter profiles using the Mark as Spam status option. Mark a single or bulk mark multiple records to refund and categorize the fraudulent payments or supporter profiles. This will separate the fraudulent records from your actual Givecloud Database but will still allow you to review these records by selecting Status > Spam/ Fraud on your All Contributions and All Supporter Reports.

When you mark a contribution as Spam & Refund, Givecloud will,

  1. Marks both the contribution and the supporter associated with the contributions as Spam/Fraud.

  2. Givecloud will try to issue a refund. It's important to note that in some instances, the payment may have already been refunded directly in the payment gateway. Issuing a full refund of the fraudulent contributions will prevent costly chargebacks.

  3. If you use SafeSave, PaySafe, NMI or Stripe as a payment gateway, Givecloud will check the payment status before issuing the refund. If it has been refunded, Givecloud will update the contribution to be marked as refunded. If you use another payment gateway, please reach out to givecloud support, and we'll be happy to help mark those contributions as refunded.

  4. If you use, DonorPerfect, Givecloud will sync the refund to DonorPerfect. If Donor Records have been created, the donor records will need to be manually removed from DonorPerfect.

To learn more, please check out our help article, https://help.givecloud.com/en/articles/3508435-carding-bots-preventing-fraud#h_923a2530bf.

Mar 13

Fundraising & DonorPerfect: User Defined Fields (UDFs) are available on Fundraising Experiences!

New
       Kimberly Arcand

DonorPerfect User Defined Fields (UDFs) are now available on Fundraising Experiences. If you have set up gift UDFs in DonorPerfect, Givecloud can push the data with Fundraising Experience forms.

UDFs can be set up on an experience-by-experience basis and are not a required field.

How to Request UDF Integration You'll need to let us know what UDFs you want your GC account to push to DonorPerfect. For each UDF you wish to integrate with, reach out to us at support@givecloud.com with the following information,

  • UDF Code
  • UDF Label
  • What type of field it is (text, dropdown)

The UDFs must be UDFs available on the Gifts screen in DonorPerfect. Sync up to 14 unique UDFs on Givecloud.

Once complete, your UDFs will appear as an option under Integrations > DonorPerfect on all Fundraising Experiences.

Mar 1

Daily Recurring Payment Processing email

Bug Fix
       Dan Ramdial

Between Feb 24th and March 1st inclusive, some subscribers may have not received their daily Recurring Payment Processing email. The problem is resolved and that email will now process successfully. This did not impact the processing of recurring payments.

Feb 7

Fundraising Experiences - Layouts

New
       Kimberly Arcand

We have deployed a new Layout tool for the fundraising experience. Choose between Simplified & Standard (a new layout) to customize how your supporters will view your fundraising experience. Review how your layout will look on with Desktop and Mobile view before going live.

We have deployed a new Layout tool for the fundraising experience. Choose between Simplified & Standard (a new layout) to customize how your supporters will view your fundraising experience. Along the left-hand side, you can now review how your layout will look on Desktop or Mobile even before you go live.

To learn more, check out our help article, https://help.givecloud.com/en/articles/6427322-setting-up-a-fundraising-experience.

Feb 6

Fundraising - Export Fundraising Data from any Fundraising Experience Dashboard

New
       Kimberly Arcand

We have added a new feature that allows you to export your data for any specific fundraising experience directly from the fundraising dashboard.

You can download contributions, supporters or your 90-Day Performance data directly for any fundraising experience.

To access the data exports, please go to Fundraising, select a fundraising experience, select the three-dot menu in the right-hand corner and click on Export to CSV.

What information do the exports include?

Contributions: Deep dive into the contributions created by the specific fundraising experience, including information like amount, payment gateway responses, billing details and more.

Supporters: A simple-to-use report that allows you to review the supporters who gave to a specific fundraising experience, including details like supporter type, email, name and more.

90-Day Performance: An in-depth look into the performance of a specific fundraising experience over the last 90 days. The export is broken down by date and allows you to report on engagement, conversion, recurring revenue, DCC average amounts and percent, upsell opt-ins and much more.

Jan 31

Fundraising - Update to Sharing Tab

Improvement
       Kimberly Arcand

We deployed an update to the fundraising experiences tabs. Sharing is replacing “Page View & Sharing.” Sharing now includes a live preview of your sharing settings. The ability to add a background image to your fundraising experience is now located under the Layout Tab.

Jan 25

Contributions - Visual Improvments to Supporter Overview and Risk Warnings Panel

Improvement
       Kimberly Arcand

We've deployed an update to Contributions with visual improvements to the supporter overview and risk warnings panel.

Supporter Overview, located along the right-hand side of the contribution, now displays at the top of the page. Use the collapse arrow to see more information about the supporter, including email, billing address and DonorPerfect Donor ID. The Options dropdown now includes all your additional quick options, such as viewing or merging the supporter account.

Risk Warnings have been moved to a defined panel to reduce clutter.

Jan 24

Fundraising - Thank You Message Display

Bug Fix
       Kimberly Arcand

We deployed an update, so the custom thank you message now displays in the body of the Thank you email, regardless if you are a one-time or recurring donor.

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