Apr 16

Limited Customer Support

Service
       Josh Bloomfield

A winter storm is interrupting connectivity and availability of some of our support teams. Please be patient as response times may be longer than usual.

GO AWAY, WINTER!!

Feb 20

SafeSave Payment Issues

Service
       Dan Ramdial

*UPDATE: This issue is now resolved

This only affects organizations using SafeSave and Vantiv to process credit cards. This is not an issue with the GiveCloud platform. We are waiting for an update from SafeSave.

Jan 19

Discontinued Support for Split Gifts in DonorPerfect

Update
       Josh Bloomfield

We've discontinued support for split gifts in DonorPerfect while DonorPerfect works to improve their support for Split Gifts using the No-Calc feature as well as in their reporting.

Jan 18
Target go-live
Feb 9.

12+ Improvements to DonorPerfect Integration

BETA
Update
       Josh Bloomfield

This item is available on a limited basis. You can request access at support@givecloud.co.

Support for Organization vs Individual

When a donor identifies themselves as an organization, we now push that account type into DonorPerfect, as well as the organization name.

One Gift per Order Item

We've updated how gifts are created in DonorPerfect. Every item on the order will now generate a unique gift in DonorPerfect. For example: If there are 5 items ordered, there will be at least 5 gifts created. If you have taxes and shipping being pushed into DonorPerfect, those will continue to be pushed in as separate gifts as well.

Improved Donor Matching

We've implemented some improvements to our donor matching intelligence.

When matching a donor's first name:

  • we scan the first name so it will match "linda" with "josh & linda" (we know some of you love mixing spouse names into the first_name field)
  • we now search the 'Spouse' field (if you have it enabled - giftudf.spouse)
  • when the donor is an organization, we match on the organization field in DP

More Gift Data

You can now push more data into each gift created in DonorPerfect. Check your Settings & Admin > DonorPerfect settings panel.

  • Order Number - GiveCloud can push the order number into a custom field of your choice.
  • Payment Method - GiveCloud can push the payment method used in a custom field of your choice.
  • Is a Recurring Payment - GiveCloud can push a Y or N value into a custom field of your choice to help you see which gifts were created through an overnight automated EFT.
  • Item Description - GiveCloud can push a description of the item to a custom field of your choice.
  • Item Qty - GiveCloud can push the quantity of the item ordered into a custom field of your choice.
  • Referral Source ("How'd you hear about us?") - GiveCloud can push the answer to "How you heard about us?" to a custom field of your choice on the Donor record.

More Tribute Data

You can now push the personal message entered during a tribute to the gift narrative field. And optionally, you can include an entire description of the tribute in the narrative (including who it's for and their contact info).

Jan 16
Target go-live
Feb 9.

Multimedia Timeline Posts for Sponsorship

BETA
New
       Josh Bloomfield

This item is available on a limited basis. You can request access at support@givecloud.co.

We've added support for images, videos and documents in your timeline posts. When adding a post to a timeline, you can either drag and drop files or click "Attachments" to add almost any type of file to the timeline post. The sponsor can then see these while reviewing their child's profile when they login. When the sponsor clicks on an image, it's displayed in a full-screen window where they can easily flip through all the images in a single post.

To learn more, check out the new article in our help desk.

-- Thanks Zahara and the Children of Grace team!

Jan 11
Target go-live
Feb 9.

Better City-Level Tax Calculations

BETA
Patch
       Josh Bloomfield

This item is available on a limited basis. You can request access at support@givecloud.co.

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!

Dec 28
Target go-live
Feb 9.

Better Handling of Payment Types

BETA
Patch
       Josh Bloomfield

This item is available on a limited basis. You can request access at support@givecloud.co.

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 6

Added POS User to Order Export

Update
       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

Patch
       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

Update
       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

Update
       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 Donations & Manual Charges

Update
       Josh Bloomfield

We heard you! You can create recurring donations that are NOT AUTOMATIC using the Point of Sale. Simply add a recurring item to the order and process the order with cash or check. GiveCloud will create the recurring donation as a manual donation that is not automatically charged. When viewing the Recurring Payment Profile, you can use the gear icon and select "Charge Now" to manually charge ANY recurring profile - even automated ones.

Give it a shot!

Nov 7

Recurring Payment Filters

Update
       Josh Bloomfield

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

Nov 3

PayPal is LIVE

New
       Tim Robertson

Over the last 3 weeks, we've been slowly releasing our new PayPal support.

What's included?

  • Allow donors to pay using PayPal.
  • Allow donors to set-up recurring donations with a PayPal account. GiveCloud will automatically process PayPal accounts each month.
  • Allow donors to save their PayPal account as a payment method on their account.
  • GiveCloud automatically receipts all PayPal receipts.
  • If you are connected to DonorPerfect, GiveCloud passes the PayPal payment into DonorPerfect for you.

Enable PayPal today. Go to Settings & Admin > Integrations > PayPal and follow the instructions!

Don't see PayPal as an option? Drop us an email at support@givecloud.co and we'll help you get it connected.

© 2018 GiveCloud Inc