54 results found
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Customize Your Information Settings Per Campaign- Individual/Household/Organization
When setting up a campaign, it would be helpful to select the fields required per event.
At the moment, by default, CSuite allows registrants to select Individual, Household, or Organization. This has resulted in many individuals registering as a No Name Organizations.
During setup, if we could choose the registrant type appropriate, for example, only allow individuals to register, we can get their appropriate information.
Then, if "Add Organization Name" was an additional field that we could set to required when applicable, we would be sure to get all the info when needed.14 votes -
Campaign Enhancements
- Need ability to apply campaigns to internal transfers. Occasionally an internal DAF contributes and we have no way to record that.
- Is there a way to automatically apply a campaign to any donations that hit a certain fund during a set time period? We are getting credit card donations and having to manually apply them to the campaign.
17 votes -
Online silent auction
An option for an online silent auction including a way to add photos of the item and logos of donating business. Include a payment link for the winners.
Basically, the same function as a site like Givergy but all built in to this system.7 votes -
Make the Campaign Ticket Header field HTML code friendly
We need a text box on the campaign page that's HTML friendly so we can better customize these campaign landing pages!
7 votes -
Add Subject Line for Resend Guest Link
Please add a field so that the subject line of the guest link email can be changed. While the recent updates to allowing for the email body content are great, they still do not solve the issue that individuals will not open emails that look like spam, and the current subject line looks like spam.
The current subject line is: Event Ticket Portal Link.
Refrencing this recent update: Portal Options-Giving Hub Content-Campaigns: Added a Resend Guest Link Content area. This will allow users the ability to customize the resend guest link content.
6 votes -
Discount Codes for Event Tickets
I'd like to have the ability to offer discount codes on event tickets. Right now, there is the ability to create a private ticket, but that is more suited for complimentary tickets. I would like to allow discount codes for a certain dollar amount off. This would help us not have to use ticketing platforms such as Eventbrite, which offer the discount code option.
14 votes -
Campaign bulk options
When using Campaigns to track attendance post-event, each guest must be manually marked as Attended. This is extremely time consuming for large events. Please develop a bulk option or add this to an import.
Currently when we use Campaigns to track event attendance we have to import the profiles, then sell a guest ticket or use Upload IDs to add to Campaign in bulk, then manually mark each attendee. This is a lot of work for a 1,000 person event!
6 votes -
Create new Campaign “Choose Profiles” option to “Add individuals not household profiles”
Create new Campaign “Choose Profiles” option: "Add individuals not household profiles - If a profile is a household, add just the members of the household. If a profile is an individual or is an org, it is added. No profiles are added as guests. No household profiles are added."
For the purpose of creating email lists among other things, we need a way to create campaigns that include individual profiles for HHs, while also adding just the individual profile of any individual, regardless of whether they are part of a household. It's important to have a way to add just…
15 votes -
Syncing a Csuite campaign into an already existing Mailchimp tag
Can a function be created to sync a new Csuite campaign into an already existing Mailchimp tag? Right now, a new Mailchimp tag has to be created for each Csuite campaign causing clutter in Mailchimp. For reoccurring newsletters, having the option to sync individual campaigns into the same tag would be very helpful.
28 votes -
Improve Functionality of Adding Profiles to a Campaign
Right now, if you add profile groups from the campaign directly, or from a report, you get four option buttons for how to add them (see attached screenshots). If you add profiles to a campaign from some other part of CSuite, such as a search and filtered group, for some odd reason it only gives you two of those options instead of all four. Why? That doesn't make any sense. Can you please change the system so that all four of those options come up wherever you add profiles from to a campaign? Thank you.
15 votes -
Campaigns: Option to add all or primary emails to report
Allow for the option to add 'all emails' or just 'primary emails' from a report to a Campaign. When there is more than one email on a profile, we want the ability to add them all to an email campaign.
17 votes -
Permission to add a profile while on a campaign
Right now the ability to add a profile while on a campaign requires the Campaign Edit permission. Staff that are adding profiles to campaigns from that screen shouldn't necessarily be able to edit the campaign. Can this be a separate permission?
3 votes -
"Requests" and "Request Types" should be chosen by the user during the Check-out process
If someone is registering for a tournament and they need to select their T-shirt size, choose their level of difficulty, etc., it is very inefficient to assign these to the profiles after they have checked out. If we have 100 users signing up, we need to contact each one for this information?
As a workaround, we are using the notes tab hoping the majority of users use it to enter their team name, t-shirt sizes and difficulty level, but this should really be an option for users to complete for all campaigns/events during checkout.
4 votes -
Organization's name in event ticket
Please add option to include organization/company name when someone registers for an event as an individual.
54 votes -
API for Constant Contact
We recently switched from MailChimp to Constant Contact as it offers more options and we believe it is a better platform. Would appreciate it if you would revisit adding Constant Contact as an option for the Campaign API kep.
14 votes -
aallieri@cfpbmc.org
Provide the ability to indicate on a profile the use of 'bulk mail pointer'. This was a function in FIMS where the profile could point to a different profile when a mass mail list was being produced. The report (campaign) would have an option to use the bulk mail pointer. This is very helpful when individuals are on more than one profile for different roles they hold. A good example is when a Professional Advisor has a professional profile w/ business address but also has an IND/HH profile w/ home address. We only need to send mail to the home.…
10 votes -
Campaign Registrations source info and Dedupes
A. There should be a way to see what information was imputted when they registeded. This would be beneficial so that
1. If there is an issue with a registration it is easy to see what information was actually submitted and
2. If they add additional information like phone or address info we did not have before that it could be added to the profile.
B. When matching registrations to profiles, if the information entered matches a profile with it marked primary, it should trump other profiles not marked primary (aka if matching email, and I have 3 profiles with…3 votes -
Campaigns: Additional Permissions
Ability to assign specific campaign permissions? I Create all campaigns, but there are specific staff that manage rsvps for their events. Is there a way to limit access to only apply rsvps to that specific campaign? thanks
4 votes -
Promise and Event Tickets
Some donors have committed to attending an event, and we would like the ability to attach event tickets to a promise (with no finance involvement). We cannot use a pledge, as some commitments are paid in various ways and require complex financial processing to adjust and apply payments. Using a promise will enable us to reserve the tickets until payment is applied. This approach will also allow us to present the reserved seats and the remaining balance.
8 votes -
For Profiles that are flagged Do not Mail
Profiles that are flagged Do Not Mail, Do Not Email, and or Do Not Call should not appear in a Campaign. They do not appear on "Mailing Labels", but do appear when you on a CSV File.
10 votes
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