2023 Q1 & Q2

Interoperability Improvements

These improvements are applicable for customers who own 2 or more GiveSmart modules.  To see improvements for GiveSmart Events, click here.

Create an Events Activity in Fundraise

• Updated New Activity menu with a path to create an Events activity.

Last Name Field

• Last Name field required on all forms for accounts with Donor CRM.

Updated Data Transfer

• Updated data sent to Donor CRM.
  • Activity ID maps to the Solicit ID
  • GL Name removed
  • Gift Date now contains Transaction Date to account for recurring gifts
  • Thank You Method contains No Thank You 

Refunded Transactions

• Refunded transactions exclude the original transaction to Donor CRM

Solicit Name Field

• Updated Solicit Name and Notes fields of transaction report for integration with Donor CRM. The Last Name field will send UNKNOWN if blank.

Donor CRM: FMV & TDA

• Provide the capability to add FMV and TDA through UI when the gift type is In-Kind goods.

Donor CRM: Transaction Type

• Add a new transaction type for transactions coming from GiveSmart Fundraise and Events.

New Feature

Event Page is Now Activity Landing Page

• Event Page relabeled as Activity Landing Page.

Double the Donation

• Double the Donation available as a matching gift processor when the feature flag is enabled.

Activity Wall on Campaign Landing Page

• The new activity wall on a Campaign Landing Page with Live Event Section enabled will display comments and donations in distinct tabs.

Campaign Landing Page

• Allows an NPO admin the ability to configure a custom landing page and highlight donors and revenue across multiple Fundraise activities with different keywords associated with the same Campaign.

Improvement

Auto Resend Messages

• Text messages unsuccessfully delivered will be automatically re-sent within 24 hours.

Google Analytics 4

• Google Analytics 4 now available in Analytics.
• E-commerce tracking updated for Google Analytics 4.

Recurring Donations

• Updated language for texts received by recurring donations to include a path to cancel/change recurring gifts and carrier compliance.
• Updated language for emails received by recurring donations to include a path to cancel/change recurring gifts.
• Text reminders to recurring donors moved to 7 days before next bill date.
• Fixed how a recurring donation using Pay Over Time is calculated.
• Fixed how a processing fee is calculated on a recurring donation from the Encourage Recurring modal.

Switching Custom Forms

• Custom Forms can no longer be switched to another form type.

Text Message Scheduling

• Text message scheduling improved to allow faster delivery, prevent bottlenecks, and make re-queuing more accurate.

Ticket/Item Amount Collected 

• NPO admins can include columns to show the Ticket Amount Collected and/or the Item Amount Collected within a transaction from Transaction Reports.

Ticket Receipts

• NPO  Admins can Check/Uncheck the Ticket Receipt email option on the ticket form settings.

Donor Receipts

• Receipts are required to be emailed to all donors through a payment form after a donor makes a donation.

Bug Fix

Leaderboard Names

• Fixed display of names in Leaderboard for both Teams and Fundraisers to use ellipses for long names.

Scheduled Messages

• Scheduled messages show correct subscriber numbers.

Required Asterisk

• Required asterisk on text box field removed.

Offline Donation Form

• Offline Donation form now checks for valid phone numbers.

Public Display Links

• Fixed an issue that caused the Public Display links to not appear as expected within the left navigation on iPad/Tablet view.

Apply Pay

• Fixed an issue that caused donors to receive an error message when making a payment with Apple Pay.

E-Card Message

• Fixes the issue that caused the Org name to not update in an e-card message after the org updated the name and then personalized the message.