Neil Lariviere
There's a new email automation available to help better communicate changes about your supporters Recurring Plans. Check it out in the Email Automation settings to not only notify your supporters that their plan has been cancelled, but also help notify your organization!
https://help.givecloud.com/en/articles/4596375-cancel-a-recurring-payment
Neil Lariviere
It has never been easier to manually add contributions from an existing donor through the POS. In this article, we will guide you through how to seamlessly import your donors' information into the POS in two simple steps!
Neil Lariviere
Now you're able to offer your donors a better experience in terms of their donations. We know "today only" donors are expecting a tax receipt right after giving, and recurring donors don't want to see the receipt until the end of the year. You can now offer this with the "Individual One-Time, Consolidated Recurring" option. This is found within your tax settings.
Click here for more details - https://help.givecloud.com/en/articles/1541655-manage-tax-receipts-with-givecloud
Abbas Osman
Manage all your connected websites in one place with our new Connected Websites panel in Organization Settings. You can now add your websites easily, check the status of your connected sites, modify site details as needed, and easily disconnect sites (don’t forget to remove the bridge code from your site). Find this exciting new feature under Organization Settings, just below Accepting Donations.
Click here for more details - https://help.givecloud.com/en/articles/9377100-how-to-connect-your-website
Neil Lariviere
Connect Salesforce to Givecloud to unlock the full power of your Salesforce CRM! Sync your fundraising automatically to keep Salesforce up to date with your CRM specific data. Use custom mapping to map Givecloud objects (such as Supporters and Contributions) to Salesforce objects (such as Contacts and Opportunities).
Luis Lopez
To add line-breaks, go to Fundraising > Open your Fundraising Experience > Click or use the tab key to navigate to Layout and open the Description box. Add the desired amount of line breaks to your description form.
Kimberly Arcand
Choose your logo size (auto, small, medium, or large) to change how the logo appears on each fundraising experience. To edit your logo size, go to Fundraising > Open your Fundraising Experience > Click or use the tab key to navigate to the pencil icon, and edit the logo size under Template and Branding.
For best results, we recommend Auto.
Abbas Osman
You can now enable a "Keep Me Anonymous" option for donors during add-to-cart checkout! This setting is available under Features > Website > Site Design > Cart & Checkout.
Allow your supporters to choose anonymity for their contributions. Find this new option below "Cover the Fees" at checkout.
Click here for more details - https://help.givecloud.com/en/articles/9466304-how-to-add-keep-me-anonymous-option-in-checkout
Maria Tan
To issue consolidated receipts with Givecloud Express, click on Reports > Tax Receipts. Then, click on the Consolidated Receipting button. Enter your Receipt Period, Minimum Receiptable Amount, and Receipt Date. Under Receipt Status, select Draft to review the tax receipts first, then click on Generate Receipts.
To learn more, please see our help article here: https://help.givecloud.com/en/articles/9020513-givecloud-express-issuing-tax-receipts
Maria Tan
Users can read, create, update, and delete sponsees through the API. Please note that sponsorships must be enabled in your account to access this feature.
To learn more, check out our updated documentation here: https://developers.givecloud.com
Maria Tan
To accept manual donations for fundraising experiences through the Point-of-Sale (POS), users can search for the fundraising experience by name or by SKU. Once the fundraising experience is selected, process the donation as usual.
Maria Tan
Embedded fundraising experience now auto-detects the language and locale of your site and automatically switches to match your settings.
Maria Tan
Using our new fundraising experiences? You can now designate DonorPerfect codes for the following fields within our new fundraising experiences:
Maria Tan
Include sponsee-related custom field labels and values to your Sponsorship: Started automated welcome emails to sponsors and supporters. Go to Communicate > All Automated Emails > Sponsorship: Started to add your custom fields.
To learn more, check out our updated article on how to add your custom field merge tags to the Sponsorship: Started email: https://help.givecloud.com/en/articles/4995411-sponsorships-custom-fields#h_e7638846e5
Dan Ramdial
Users that have DonorPerfect connected would previously see failed contributions with a status of 'Unsynced' in the contribution list when filtering for failed contributions.
This has been fixed so that failed contributions show a status of "Failed".