Sep 30

Improved Recurring Payment Notifications

Improvement
       Mike Young

Recurring payment notifications have been updated to keep supporters informed and make tax receipt delivery easier.

  • Successful payment emails can include tax receipts automatically when one is generated.
  • Multiple recurring items in one charge are covered together — one receipt is attached that includes all recurring items in that charge.
  • Failed payment emails help donors take action with a direct link to manage their recurring payments.
  • Existing recurring emails are taken care of — failed payment content carries forward automatically, while you can choose when to move from your legacy success email to the updated version.

Learn More → https://help.givecloud.com/en/articles/17234602-recurring-payment-email-notifications

Sep 30

Style, Preview & Test Your Emails Before They Send

Improvement
       Mike Young

Email Automation is getting new tools to make building and reviewing supporter emails easier. Style your emails, see content and personalization as you work, and test the experience in a real inbox.

  • Customize your email style — Adjust colours, logo alignment, panel corners, and spacing across emails using Givecloud's global template for supported emails.
  • Preview in real time— See content, subject lines, recipients, merge tags with test data, and supported language versions directly beside the editor.
  • Send a test email— Send the email, including unsaved changes, to your own inbox before saving or setting it live.
  • Preview your formatting— See Givecloud's global template applied or preview fully custom HTML.

Learn more --> https://help.givecloud.com/en/articles/17234425-preview-style-and-test-emails

Sep 23

A New Way to Browse Impact Giving

Improvement
       Mike Young

Impact Giving now includes a new Catalog template, making it easier for donors to explore, compare, and combine multiple ways to make an impact.

  • Choose between Catalog and Carousel — Use the new scrollable Catalog experience or the existing swipe-based Carousel to match your campaign.
  • Make more Impact opportunities easier to explore — Catalog lets donors browse multiple Impact Items together instead of viewing them one at a time.
  • Build a gift as you browse — Donors can choose multiple Impact Items, adjust quantities, and see their donation total update as they go.
  • Start with Catalog by default — New Impact Giving Experiences use Catalog by default, with the flexibility to switch to Carousel at any time.

Learn more: https://help.givecloud.com/en/articles/17120559-impact-giving-experience

Sep 22

Fund Designations: A Clearer Way for Donors to Choose Their Impact

Improvement
       Mike Young

Make it easier for donors to see where their gift is going and choose the fund that matters to them.

  • Clearer designation: A new “To” label makes it more obvious which fund a donor’s gift is supporting.
  • More context: Add an optional image and description to each fund to help donors understand their choices.
  • A better way to choose: Instead of a small dropdown, selecting a fund now opens a dedicated selector where donors can browse all available designations, with images and descriptions for added context.
  • Easier to find: Donors can search within the selector to quickly find the fund they want to support.

📖 Learn more: https://help.givecloud.com/en/articles/10292118-ge-funds-accounting

Aug 27

Recurring Payment Processing Summary Emails

Improvement
       Mike Young

You asked, we listened. Based on feedback submitted through the “Is this email useful?” link in our emails, recurring payment processing summaries now give you more of the information you told us you wanted.

  • See total contributions processed and overall success rate.
  • Review successful revenue and the total amount attempted.
  • See payments that are retrying or suspended.
  • Review failed payments and jump directly to individual contributions.
  • Quickly view all failures related to the recurring processing batch.

Keep the feedback coming! The “Is this email useful?” link is there for a reason. Your feedback directly helps us understand what’s working, what could be better, and where we should focus next.

Learn More: https://help.givecloud.com/en/articles/12324344-recurring-plan-notifications

Jul 29

More Ways to Personalize Peer-to-Peer Fundraisers

Improvement
       Mike Young

Supporters are now be able to:

  • Upload a custom fundraiser avatar during the fundraiser creation process.
  • Add a personalized fundraiser description to share their story and inspire others to give.
  • Edit their GE based fundraiser through the Donor Portal when View Fundraisers and Edit Fundraisers are enabled.
  • Configure Allow Custom Images and Allow Custom Descriptions in the Giving Experience Visual Editor to control available personalization options.

Learn more: https://help.givecloud.com/en/articles/10292001-ge-peer-to-peer

Jun 3

New Users Can Now Set Their Own Passwords

Improvement
       Mike Young

Instead of creating and sharing passwords manually, admins can invite new users to set their own password through a secure Givecloud setup flow.

What's New

  • Invite new users to create their own password
  • Reduce manual password sharing between team members
  • Help new users get started faster and more securely
  • Existing password reset workflows remain unchanged
May 26

Promo Code Sync to DonorPerfect

Improvement
       Mike Young

Promo codes used in Givecloud now automatically sync to the PROMO_CODE field in DonorPerfect gift records.

  • Automatically sync promo codes from Givecloud contributions into DonorPerfect
  • Improve campaign attribution, reporting, and reconciliation workflows
  • View synced promo codes directly within Givecloud’s raw gift data view
May 19

Personalized Suggested Amounts for Returning Donors

Improvement
       Mike Young

Giving Experiences with suggested amounts set to Custom can now optionally display personalized donor amounts based on a supporter’s giving history.

What’s New

  • Added a new Personalize Amounts for Returning Donors toggle to Suggested Amount settings
  • Personalized supporter amounts can now optionally be used on Giving Experiences with suggested amounts set to Custom
  • Organizations can now choose between curated custom amounts or donor-personalized amounts for returning supporters

Default Behavior

  • Existing Giving Experiences with suggested amounts set to Automatic will keep personalization enabled
  • Existing Giving Experiences with suggested amounts set to Custom will keep personalization disabled
  • New Giving Experiences will have personalization enabled by default

Help with configuration in the Knowledge Base: https://help.givecloud.com/en/articles/10275917-ge-customize-experience

Apr 22

Giving Experiences: Custom Suggested Amounts by Donation Frequency

Improvement
       Mike Young

What’s new Suggested amounts can now be customized per frequency instead of being shared across all options.

With this update, you can:

Set values for each of the 5 suggested amounts for each frequency (one-time, weekly, monthly, etc.) Choose a default amount per frequency

This makes it easier to align your donation amounts with how donors prefer to give — whether that’s a larger one-time gift or a smaller recurring commitment.

📚 Learn more: https://help.givecloud.com/en/articles/10275917-ge-customize-experience

Apr 22

Contribution Sync Settings for DonorPerfect

Improvement
       Mike Young

We’ve introduced clearer, more flexible contribution sync settings to give you better control and visibility into how data syncs with DonorPerfect.

What’s new:

New sync options: Automatic (default) and Manual for more control Improved contribution statuses like Not Synced and No Syncable Items Better visibility with the Unsynced tab and new filtering options Support for legacy (previous Auto Sync OFF) behavior, with a guided path to migrate to the improved experience

📘 Learn more: https://help.givecloud.com/en/articles/14361818-donorperfect-contribution-sync-settings

Apr 2

One-Time Code (OTC) Enforcement Trigger for Suspicious Activity

Improvement
       Mike Young

If suspicious card activity is detected:

  • All donors using a credit card will be required to complete an OTC verification during checkout for a specific period of time.

One-time codes might seem like a small thing… but in a world full of bad actors, they’re one of the quiet ways we protect something much bigger—your donor’s trust.

For more details see our KB articles

Mar 25

New: Faster, smarter, manual DonorPerfect syncing

Improvement
       Mike Young

We’ve streamlined how contributions sync to DonorPerfect—right from the DonorPerfect panel.

✨ What’s new: • Open a dedicated Sync flyout to view address details + line items with gift IDs • Easily search and link donors by name, email, phone, address, or Donor ID • Instantly assign a Donor ID and sync in one step

🔒 Built-in safeguards:

  • If a supporter already has a Donor ID, it can’t be changed at the contribution level—preventing mismatched records.

Less friction. More control. Better data integrity.

Mar 24

Suggested Amounts Update

Improvement
       Mike Young

We’ve improved how suggested donation amounts behave across the Giving Experience to create a more intuitive experience—especially for recurring giving.

What’s Changed

Suggested amounts now adjust more intelligently based on the selected donation frequency:

  • More frequent options (e.g. monthly) display lower per-gift amounts
  • Less frequent options (e.g. annual) display higher per-gift amounts

This helps maintain a consistent giving level while making it easier for donors to choose the frequency that works best for them.

What to Expect

  • Switching between frequencies will dynamically update suggested amounts
  • Logged-in donors may see amounts tailored to their past giving
  • Guest donors will see structured ranges based on predefined profiles
  • Compact templates and custom configurations continue to use fixed amounts

For full details, see the Help Center article: https://help.givecloud.com/en/articles/10309919-giving-experience-automatic-suggested-amount

Feb 18

Daily Donation Frequency

Improvement
       Mike Young

You can now add a Daily donation frequency to both Classic Forms and Giving Experiences.

  • For some supporters, generosity isn’t just monthly or annual — it’s daily. Now, your forms can reflect that.

  • With Daily giving enabled, supporters can choose to make their impact part of their everyday rhythm. It’s a simple addition that opens the door to deeper commitment, sustained connection, and more flexible recurring generosity.

  • This update gives you even more freedom in how you structure recurring support — while giving donors more control over how they show up for your mission.

👉 Learn how to enable Daily frequency here: https://help.givecloud.com/en/articles/13752815-adding-daily-donation-frequency

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