🎉 Product Updates 🎉
New Features & Enhancements
⭐ Suggested Amount on Custom Gift Amount now accepting zero or blank currency amount. When creating/editing Giving Pages, you may now set the suggested gift amount to be blank or 0 so the donor may have the opportunity to enter in their own gift amount without suggestion.
⭐ Toggle to Add an Activity to the ActionBoard™ added to the Activity creation/edit slide out. Now when creating activities, either individually or in bulk through reports, you may use the toggle to add the incomplete action cards to the ActionBoard™ of the team member in question assigned the activity for completion.
⭐ Automated Gift Tags added for Major Gifts, Spike Up Gifts, and Recurring Online Donations. When a new gift is entered in DonorDock, the system will now automatically tag the gift with a Gift Tag for if the Gift is a Major Gift, Spike Up Gift, or Recurring Online Donation.
⭐ Email Clicks and Open added to Gifts and Activities Timeline. Now when viewing your Gift and Activity Timelines in DonorDock, you will see events marked for when an email was opened and/or clicked. This will be created for both Marketing and Transactional emails.
⭐ Email Link tracking added to Email Results pages and email timeline. When viewing email results for bulk marketing emails, a breakdown for the links clicked and number of times for each link will be listed on the email details page. Additionally, when viewing an individual email activity, in the email timeline, the event for Clicked will show which link was clicked.
⭐ Built in OneCause and DonorSearch Integrations added for Essentials and Professional Subscriptions. OneCause is a software company and online fundraising platform designed for nonprofit organizations, that among other things, includes features to support Auctions. DonorSearch is a wealth screening and analytics software that provides actionable insights and wealth intelligence to enrich your donor data. These integrations allow information to flow from OneCause and DonorSearch into DonorDock without needing to set up a Zapier connection.
⭐ Owner field added to Zapier when using the Create Contact Action. When setting up a zap in Zapier and using the Create Contact action, you may include in the zap setup the email address of the team member who should be the owner of the new contact (if differs from default relationship manager).
⭐ Non-profit verification process added to new organizations in DonorDock. A new verification process has been added to the onboarding process for new organization accounts. If your organization has not yet verified your non-profit status, you will be prompted to upload your organization's Exemption Determination Letter from the IRS in your organization settings. Until your non-profit status has been verified, your organization will have limited access to marketing and online giving features in DonorDock.
Bug Fixes
🐞 Corrected issue with Unsubscribe link appearing twice on duplicated bulk emails where the unsubscribe merge tag was also used in the template.
🐜 Fixed bug with gifts appearing twice on gift reports.
🐛 Fixed error with the merge tag for {{user.email_signature}} was not populating on bulk marketing templates.
🐞 Updated gift issue where the created by/modified by team member names were not populated.