4 results found

1. Multiple Email Options for Communications

   When individuals unsubscribe from Mailchimp emails, it is impossible to discern if they want to unsubscribe just from marketing/ communication emails and who should just simply be marked "do not email". If Foundant could add choices on emails that indicates something to the effect of, "Marketing Emails" and/or "Foundation business" as boxes to check as options, similar to "mailing" or "inactive" for mailing addresses, that would be very helpful. Currently, if someone unsubscribes from a MailChimp blast, there is no way to realistically remove that person from marketing email blasts unless you go 1-by-1 and remove them from every campaign created that is then linked to MailChimp. The last report we got of unsubscribes was over 400 profiles in length and we would need to cross-reference this list each time, for each campaign. That is not a workaround we, or any nonprofit, is capable of. If Foundant had the option though to mark a record's email as wanting to receive or opt-out of MailChimp emails, but still wants to keep receiving emails about fund statements, tax receipts, or other 'foundation business' this would be a great proactive step! To continue that idea, if bulk updates to this sort of feature to a list of records also was feasible, this would greatly enhance our database management goals of keeping our records updated and 'clean'.

   When individuals unsubscribe from Mailchimp emails, it is impossible to discern if they want to unsubscribe just from marketing/ communication emails and who should just simply be marked "do not email". If Foundant could add choices on emails that indicates something to the effect of, "Marketing Emails" and/or "Foundation business" as boxes to check as options, similar to "mailing" or "inactive" for mailing addresses, that would be very helpful. Currently, if someone unsubscribes from a MailChimp blast, there is no way to realistically remove that person from marketing email blasts unless you go 1-by-1 and remove them from every campaign… more

   29 votes

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   Under Consideration  ·  1 comment  ·  Other  ·  Delete…  ·  Admin →
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2. idea lab

   Often when Foundant support is unable to help with a situation due to product limitations, they'll suggest that I submit it to the Idea Lab. I understand that I have a vested interest and want to see the product improve, but sometimes I'm in a state of doing my best to get work completed. I don't always have time to log into the Idea Lab, search to see if the idea is already out there, then, if it's not re-explain my situation in a new Idea Lab post.

   I wonder if Foundant support might develop a mechanism where, when they receive an inquiry that they can't help due to product limitations, they could track and enter into Idea Lab.

   Often when Foundant support is unable to help with a situation due to product limitations, they'll suggest that I submit it to the Idea Lab. I understand that I have a vested interest and want to see the product improve, but sometimes I'm in a state of doing my best to get work completed. I don't always have time to log into the Idea Lab, search to see if the idea is already out there, then, if it's not re-explain my situation in a new Idea Lab post.

   I wonder if Foundant support might develop a mechanism where, when they… more

   25 votes

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   2 comments  ·  Other  ·  Delete…  ·  Admin →
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   Under Consideration  ·  Holly Spitz responded

   Thank you for this suggestion.  We are working on improvements to Idea Lab and our process.  

3. term investment - need 1099 interest report

   A 1099INT report for the Term Investments would be helpful. I can't pull everything I need from a custom report.

   2 votes

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   Under Consideration  ·  0 comments  ·  Other  ·  Delete…  ·  Admin →
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4. Wealth search third party software to integrate with CSuite

   We are looking for a third party "wealth search" software to integrate with CSuite. iWave, DonorSearch and WealthEngine do not integrate with CSuite. Please partner with a third party for this type of software.

   18 votes

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   Under Consideration  ·  4 comments  ·  Other  ·  Delete…  ·  Admin →
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