May 13

Memberships syncing to DonorPerfect

Bug Fix
       Dan Ramdial

1) If there is no MCAT linked to a membership level in Givecloud, then the membership level will not be synced to DonorPerfect (including the enrolment and expiry date).

2) When a contribution is synced to DonorPerfect, only if the contribution is linked to a membership will a supporters membership info be synced to their donor record in DonorPerfect.

May 3
Target go-live
Apr 5.

Added Fundraiser Details to API, Webhook Contribution, Transaction Line Item Details Report

New
       Maria Tan

The following Fundraiser Details have now been added to our API, Webhook Contribution, and Transaction Line Item Details report.

Fundraiser

Hashed ID Title Url Category Goal Deadline

Supporter Details

Supporter ID Active Display Name First Name Email Type

May 3

Peer-to-Peer Fundraising: Profanity Filter

New
       Kimberly Arcand

A profanity filter is now applied on Peer-to-Peer Fundraising Pages. Now an automatic profanity filter will stop the Peer-to-Peer fundraising page from being created if profanity is detected in the title or description of the page. A warning message will display if profanity is detected after someone selects "Create Page."

Apr 22

New Supporter Listing View along with Gravatar images and a Recurring Donor column

New
       Kimberly Arcand

A new supporter listing view has been added to Givecloud.

  • Supporters with a Gravatar associated with their email will have an image shown beside their name in the list view. If the supporter doesn't have a Gravatar, their initials will display.
  • New recurring donor column has been added. The column will show a green check if the supporter has an active recurring profile or yellow if a supporter has a suspended recurring profile.
Apr 15
Target go-live
Apr 14.

Added "Days-to-X" data to Mode

New
       Maria Tan

The following data are captured at the client level in Mode:

  • Date of creation
  • Days from creation to their first active subscription purchased
  • Days from creation to their first contribution (any site)
Mar 8
Target go-live
Mar 8.

Help Article Link Added to the Split Gifts Setting

New
       Maria Tan

A new warning has been added to the split gift setting that encourages the subscriber to read our help article first.

Mar 4
Target go-live
Mar 4.

UTM Tracking Codes and Referer to Contributions API & Webhooks

New
       Maria Tan

These fields will now be available through the API and Webhooks on Contributions:

http_referer tracking_source tracking_medium tracking_campaign tracking_term tracking_content

Mar 4
Target go-live
Mar 4.

Donor Cover Costs (DCC) in Contributions Report Export

New
       Maria Tan

DCC amounts are now listed in both the Contributions > All Contributions report export in the list of contributions (the whole order) and list of contributions with line items.

Mar 4
Target go-live
Mar 4.

Proofing Our Checkout Experience

Improvement
       Maria Tan

While we already had a protective measure in place to disable the purchase button after the first click, we've made improvements to catch fringe cases from slipping through the protective measure.

This update ensures that it will now be impossible for a purchase request to be submitted twice.

Feb 1
Target go-live
Feb 1.

Members with renewed memberships will no longer receive a Membership Expiry Email.

Improvement
       Maria Tan

We made an update on the way we route our Membership Expiry Emails. This new grouping ensures that members will no longer receive an expiry email if their membership has already been renewed.

Jan 26
Target go-live
Jan 26.

Membership Start Date/Enrollment Date in Account Imports

Improvement
       Maria Tan

We've updated our account imports to now include Membership Start Dates and Enrollment Dates to more accurately reflect a member's span of membership in their Givecloud record.

Jan 14

Dashboard Updated Look & Feel Now Live! ☀️

Improvement
       Kimberly Arcand

The Givecloud Dashboard received a glow-up with an updated look and feel.

The update allows you to quickly review essential fundraising stats including, Contribution over the last 60 days, Today's Engagement, Besting Performing Items, and NEW Contributions by Geography graph. Now you can sort by country or local regions, states or provinces.

Jan 12

Export Reports for Items and Items Variants

New
       Kimberly Arcand

An export report is now available for Items and Items variants on Givecloud. To access the reports, go to Features > Sell & Fundraise Items.

The reports include,

Product Export Fields: Code, Name, Summary, Permalink, Goal Amount, Is Enabled, Show in POS, Is Featured, Is New, Is DCC Enabled, Is Tax Receiptable, Allow Tributes, Enabled Sales Tax, Created and Last Modified.

Variant Export Fields: Product Code, Product Name, SKU, Variant Name, Is Donation, Price Presets, Price, Sale Price, Fair Market Value, Minimum Price, Billing Period, Billing Starts On, Billing Ends On, Total Billing Cycles, Is Default, Is Shippable, Is Shipping Free, and Quantity.

Jan 11

Item Listing Filter Based on Shippability

New
       Maria Tan

Items can have variants that have shipping enabled, so a filter has been added to the Item listing that will give two options:

Is Shippable:

"Yes" - Show all items with at least one variant that is shipping enabled.

"No" - Show all items that DON'T HAVE ANY variants with shipping enabled.

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