Product Update - November 2019

Feature Request Additions

Thank you for your suggestions and comments on how to make Donorfy better and increase its functionality – here are some of the items we’ve been working on from the Feature Request Board:

Constituent profile panel now available at all times – key information about a constituent remains visible when the timeline tab is displayed

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New summary filters added to constituent timelines:

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Transactions summary: Campaign, Payment Method, Product, Fund and Department

Transactions summary: Campaign, Payment Method, Product, Fund and Department

The Auto Logout feature will now log you out after 1 hour of no-usage and will revert back to the login screen and display a message. Also, when you log out of Donorfy any other open tabs within your website browser will also log out.

Addresses via Loqate – addresses are now passed through to Donorfy as a concatenated field into address line one.

Squished Bugs

We’ve been hard at work fixing some annoying bugs. Some of the more notable ones have made it on the roll call below...

General items:

  • The External Key was not being populated when adding an activity via the API

  • The Copy Address to Clipboard function went walkies – we’ve found it and put it in its place on the constituent profile

  • Various bugs relating to the File Uploader causing timeouts and failures, including large data sets being updated, worksheets containing too many rows, a date issue, large numbers of anonymous donations in a file, opportunity stages view issue and profile default information views now updates correctly based on changes made in the uploader

  • An owner/assigned to name was not showing within the Opportunities filters list under Opportunities or on a Opportunities List

  • Adding a new country in Countries settings that were first on the drop-down list to be added results in 'New Item' rather than Country Name

  • The Submit to HMRC button was not always saving in Gift Aid settings

  • Campaigns – there was an intermittent problem with rebuilding campaign segments causing the rebuild to fail

  • Merging bugs relating to the Constituent address link not being kept and the target constituent of Merge cannot be found in search have been resolved

Integrations:

  • A problem when an Eventbrite event is subsequently deleted while still mapped, causing bookings for this event not to be mapped to any campaign (including the default Eventbrite settings campaign).

  • JustGiving Settings error message after deleting the Anonymous Donor Constituent default

  • A non-helpful error message displayed when clicking the JustGiving menu item under Data Management when JustGiving was not set up a now a much more informative page about how to how to connect your account is now displayed

  • Various items relating to the Mailchimp integration – no list selected causing sync to fail, and issue with a change of API key causing Audiences not to show for selection

  • Some Direct Debit Mandates for GoCardless that had been canceled at the bank were not being fully updated in Donorfy so still appear as active, these are now displayed correctly

  • When using the Own Notifications option in GoCardless settings, notifications for changes were not being selected for sending. These are now selected or sending.

Product Updates

There has been a raft of updates to the core product to enhance performance, add extra usability and also to keep the product compliant with how other systems are working.

General:

  • A new Duplicate Management tool has been added in order to provide an easy way for you to manage data within your Donorfy. For more information please see the Knowledge Base article: Duplicates

  • Changes to how two records are merged so that it archives the source constituent, and the most optimistic comms Channels and Purposes are retained, and any Soft-Credits are transferred accordingly

  • Numerous performance improvements to Donorfy in order to keep processes a swift as possible behind the scenes for you all

  • Office 365 Integration to allow for various Microsoft updates and the incorporation of Multi Factor Authentication (MFA)

  • Email clients Office 365 and GMail can no longer use the From name in Acknowledgements, instead upon sending the From name will be that set in your email client

  • Recurring Payment Instruction (RPI) expected payment’s will no longer be set to failed after 6 weeks. This means that they can be selected for the EFT process after 6 weeks.

  • Added a filter of campaign to the Gift Aid List’s field selector and filter option


Integrations:

Latest updates to our popular integrations include:

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MailChimp: An information email about the completion of your MailChimp sync will be sent. If the sync failed the email will contain information of the email addresses that failed (up to a max of 20 records).




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Eventbrite: If a contact has answered positively to an question in Eventbrite about consents which was mapped to a channel the Preferred Channel will now be one that they have given permission for rather than Do Not Contact.

A richer amount of data can now be populated relating to a constituent from the other common question fields on an Eventbrite form. Where applicable, this data will update the data on a constituent profile, i.e. replacing a personal address or an update to a name.

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JustGiving: The eagerly anticipated ability to add direct donations for appeals has been added so that you can now map them directly to campaigns. Custom Code 6 can now be used for indicating which Donorfy constituent is the Tribute Fund for donations. Extra visibility as to when payments were last received has been added to the JustGiving settings with Donorfy.

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OnlineFundraising Integration

An update for our Danish customers, our integration with OnlineFundraising version 4 is now live!

Find out how to get started with OnlineFundraising (OF) here and learn how to integrate your OF forms with Donorfy here.

Our newest updates include:

  • Automated duplicate detection and merging on National ID.

  • Success and failure notifications for OF payments in the activity timeline.

  • Support for upgrades/addons.

  • Support for multiple tags in one OF form field.

  • Support for groups and other constituent types.

For the latest documentation, how to’s, Deep Dives and more head on over to the Donorfy Support Knowledge Base

Graham Bell