66 results found
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Bulk Delete Profiles from Campaign
Within a campaign, there should be an option to 'bulk delete' records when you are manually scanning the profiles tab. Similar to how you can select (or deselect) tax receipts to send from the donations bucket, you should be able to select certain records and then click "delete" vs having to click "delete" individually from a campaign.
35 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.
10 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.
25 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.
16 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…
9 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.
11 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.…
9 votes -
Organization's name in event ticket
Please add option to include organization/company name when someone registers for an event as an individual.
40 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.
7 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.
4 votes -
Include first and last names (and other fields) during Mailchimp sync
This was a previous idea (https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/46800925-first-last-name-sync-to-mailchimp-added-back) that was closed, not sure why. Like many community foundations, we do marketing! Through Mailchimp! The sync option is great, but missing some important pieces. Please include other fields besides email address. Modern email marketing includes personalization features like "Dear Lucy" which it would be nice to have. Besides the name fields, I could see cases for grabbing ANY other Profile fields during a sync. Perhaps have a dialog screen that asks the user to select/deselect fields for syncing?
11 votes -
Campaigns Without Tickets for Online Donations
Event Campaigns should be able to be created without needing to sell tickets. This would streamline online donations targeted for a specific purpose or campaign. The campaign could then have a specific URL and QR code created, like campaigns already do, but without needing donors to purchase a ticket, it could take them right to a donation page that is tied to the fund attached to that campaign. This would create more efficiency around event campaigns, continue the trend of online donations becoming more popular and accessible at events, and reduce the additional time it takes to manually attach donations…
92 votes -
campaign tax receipt
When you setup a campaign event you are not allowed to suppress the automated online donation tax receipt. So the donor receives the campaign event tax receipt and the online donation tax receipt. It would be helpful if foundant could add a check box to suppress the automated online donations tax receipt letter for campaigns without affecting all online donations.
12 votes -
Bring back the option for archived campaign to show on a profile!
I love the ability to archive campaigns and get them off the campaign list, but we would like to be able to continue to see some of the campaigns on profiles. We track programming participants through campaigns and we would like that history to remain easily visible on their profile.
17 votesThere is an option in the left side menu to list all campaigns. Selecting that will bring up a filtered list of all campaigns for that profile.
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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.
6 votes -
Custom Additional Fields for Tickets in Event Campaigns
As a small community foundation, we have a fund holder who has the local artistic community creating about two dozen posters to promote freedom of expression. They'll be "sold" (given as premiums) for a donation to a C-Suite campaign. Each poster design is offered as one ticket.
We are running into the limitations of the C-Suite Ticket object here. We need each ticket to be able to add CUSTOM ADDITIONAL FIELDS similar to the way the Note field works at present. We would want Shipping Address for fulfillment on each item.
I know there are some order options that we…
31 votes -
Adding an additional column for Registration beside RSVP and Attended
To complete online registration, the registrar needs to provide their details, including credit card information, and optional the guest's name; the guest must be included to enable RSVP confirmation and appear on the guest list.
If the registrar represents an organization, the RSVP status won't be displayed in the profile. Is it feasible to incorporate a registration column for this purpose? Please note, that activating RSVP to yes will treat the organization as an additional guest, impacting the total RSVP count.12 votes -
Add Campaign Group Financial Filter
I would like to filter by campaign or campaign group on the Financials "Add Financial Filter" page.
The campaign page offers an Income Statement, but no way to edit or filter.
My goal is to combine two related events on one Balance Sheet or Statement of Activities. We have a weekend pickleball tournament with different tickets to sell for Friday (sponsor party) or Saturday (tournament participant) activities. I would like to combine those two campaigns into one campaign group and create financials.
2 votes -
tracy@swcommunityfoundation.org
Please make the link on the right side of a campaign more obvious, by adding "Click Here" above the links to purchase tickets, register for an event, etc. We have users who do not understand where to click.
1 voteIs this request for the legacy donation portal/giving hub? If so, please review options to adopt the new portal. The user interface/experience has been enhanced and this should not be confusing to your donors/attendees. The legacy donation portal will be sunsetted on 2/1/2025.
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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.
4 votes
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