21 results found

1. Layout/Necessary Fields for Additional Donation Campaigns

   When building a Campaign, when you choose to have an additional donations as an option, it changes the checkout process and requires the registrant's address even if they do not choose to to donate. This has caused confusion for some registrants with the extra steps as many of our events are free but have additional donation as an option.
   It would be much more ideal for the additional donation and the registrant info field to be on the same page, then have them enter more complete info if they need to enter payment info.

   7 votes

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   0 comments  ·  Campaigns  ·  Delete…  ·  Admin →
   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   1. Unified Ticket Workflow:

   • Instead of individual ticket fields, everything is now located on one registration page. On the events tickets constituent will have the ability to select a quantity for each ticket type, and add an additional donation, if enabled. There will be a new order summary box on the right hand side, so that the registrant can easily track their purchases or cancel a line. The checkout workflow will remain the same. Individual tickets have been impacted with this change some of the individual ticket fields have been moved to the Campaign's Details Tab.

   1. New Ticket Fields on the Details Tab:

   • Ticket Additional Donation: This field now applies to the overall campaign and is positioned below the list of tickets.
   • Ticket Additional Donation Label: A customizable label that users can customize, if additional donations will be accepted for the campaign.
   • Ticket Notes: The Ticket Notes (including labels and descriptions) have been moved to the campaign level. This means users will update them via the Details tab rather than on individual tickets.
   • Ticket Notes Label: A customizable label for users to customize for the campaign’s note section on the unified ticket.
   • Ticket Add to Cart Label: This label will appear on the button in the header box and the button on the unified ticket cart.

   1. Updated Ticket Structure:

   • Ticket Header: The previous ticket header has been replaced with the Ticket Description field, which allows a description to appear under each ticket type.
   • Private Tickets Displayed: Private tickets url will now also be displayed above the individual ticket screen.

   This change should streamline the ticket management process and make it easier for users to access all ticket-related information in one place, reducing the need to navigate between individual ticket fields for a quicker checkout workflow. Templates for events will still be managed in the same manner. Each ticket type can have template or the overall campaign can have a template.

   Users will have the ability to Enable the Unified Ticket workflow in Campaign Settings. This will allow more flexibility with this roll out during summer events.

   No Permissions impacted with this release.

   
   

   1. Unified Ticket Workflow:

   • Instead of individual ticket fields, everything is now located on one registration page. On the events tickets constituent will have the ability to select a quantity for each ticket type, and add an additional donation, if enabled. There will be a new order summary box on the right hand side, so that the registrant can easily track their purchases or cancel a line. The checkout workflow will remain the same. Individual tickets have been impacted with this change some of the individual ticket fields have been moved to the Campaign's Details Tab.

   1. New Ticket Fields on the Details Tab:

   • Ticket Additional Donation: This field now applies to the overall campaign and is positioned below the list of tickets.
   • Ticket Additional Donation Label: A customizable label that users can customize, if additional donations will be accepted for the campaign.
   • Ticket Notes: The… more

2. Campaign Enhancements

   1. Need ability to apply campaigns to internal transfers. Occasionally an internal DAF contributes and we have no way to record that.
   2. 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.
   20 votes

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   1 comment  ·  Campaigns  ·  Delete…  ·  Admin →
   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   We’ve introduced a new Fundraising campaign type in CSuite. This option allows users to create campaigns that do not require tickets, but still accept donations.

   This is ideal for organizations looking to fundraise without hosting a ticketed event. It enables easy tracking of income and expenses associated with the campaign, making it perfect for general fundraising efforts, donation drives, or cause-based initiatives.

   Key Details:

   
   

   
   

   
   

   • New Campaign Type: Users can now select Fundraising as a campaign type when creating a new campaign.
   • Donation-Only Focus: Fundraising campaigns are structured to accept donations exclusively, without the need for other campaign activities.
   • Layout and Design:
   • The campaign layout will mirror the fund listing layout for a familiar and streamlined donor experience.
   • Donation amounts will display based on Giving Levels configured in Portal Options, Giving Hub settings. If no levels are set, Donation with input box will appear.
   • Tax Receipts:
   • Donors will receive tax receipts based on the associated fund’s receipt settings, or the default tax receipt if none are specified.
   • Profile Management:
   • Campaign profiles can still be invited manually.
   • If a donation is received from someone who hasn’t been invited, the donor will be automatically added to the campaign’s profile list.

   
   

   We’ve introduced a new Fundraising campaign type in CSuite. This option allows users to create campaigns that do not require tickets, but still accept donations.

   This is ideal for organizations looking to fundraise without hosting a ticketed event. It enables easy tracking of income and expenses associated with the campaign, making it perfect for general fundraising efforts, donation drives, or cause-based initiatives.

   Key Details:

   
   

   
   

   
   

   • New Campaign Type: Users can now select Fundraising as a campaign type when creating a new campaign.
   • Donation-Only Focus: Fundraising campaigns are structured to accept donations exclusively, without the need for other campaign activities.
   • Layout and Design:
   • The campaign layout will mirror the fund listing layout for a familiar and streamlined donor experience.
   • Donation amounts will display based on Giving Levels configured in Portal Options, Giving Hub settings. If no levels are set, Donation with input box will appear.
   • Tax Receipts:
   • Donors will receive tax receipts… more

3. 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!

   8 votes

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   0 comments  ·  Campaigns  ·  Delete…  ·  Admin →
   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   • (05-14-2025) Campaigns: Added the ability to import RSVP and Attendance for Campaigns. This will allow clients to easily update RSVP and Attendance for their events. In Campaigns, on the Profiles tab, and then from the Guest List, users will find the new left-side menu Import RSVP and Attendance. This new import will allow users to import both RSVP and Attendance, using the Guest ID or dedc ID. The dedc ID has been added to the Guest list report to allow users to easily download and filter from the guest list. RSVP and Attendance can be updated simultaneously, or users can choose to update only one by removing the other column from the import file. This enhancement streamlines event management by enabling quick and accurate updates to guest information.

   
   

4. 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.

   42 votes

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   3 comments  ·  Campaigns  ·  Delete…  ·  Admin →
   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   3/5/2025:: In a campaign on the Ticket report, accessible from the Tickets tab, has been upgraded to a custom report. This update provides the ability to filter and export the report for enhanced flexibility and analysis. "To Assign" column has been added to the Ticket report. This new column allows users to quickly view the number of tickets that are yet to be assigned, streamlining the ticket management process. When selecting the Ticket Report, users will see a Resend Guest Link option in the left hand menu. This is a bulk action and will allow the ability to resend the Guest Link. Campaigns: The TypeID is now displayed in the Request table, providing more granular visibility into request data. A Short Name field has been added to requests. This short name will appear next to the request response in the report, providing an abbreviated version of the request name for easier reference. A Request Report has been added to the left-hand menu under the Request tab. The report now includes the following fields: Request, Guest Name, Organization, Phone, Email, RSVP, Attended, Group This report is fully filterable and exportable, giving users more control over their request data. Selecting a Request ID will run a filtered report for that specific request. From the profiles tab, converted guest list report to a custom report. This change allows for the ability to bulk edit: Attended, RSVP, Delete Guest, Convert to Profile, filtering and export. Added Request column that displays the Short name on the request with the selection and converted the ticket id to a hyperlink.

   Added the pledges to the income statement reports on a campaign. This report will reflect pledges that are attached to campaigns moving forward, not retroactively. Using the Pledges Report in the left hand menu will reflect total pledges for a campaign, date range may need to be adjusted. Updated the label for Total Donations to reflect internal and online donations.

   Added the ability to import Auction Items. The new options is found under the Add Auction left hand menu in Campaigns, or if the event already has auction items by selecting the Auction id on the Details tab. The csv file will allow users to import the Name, Item Description, Silent Item, Item Value, Low Bid Amount, and Minimum Bid Amounts.

   Custom Reports-Campaign Profile Ticket: Added columns available to this report to include: Payment Method, payment id, and converted dedt id(ticket id) to a hyper link. Campaign Profile Guests, Campaign Profile Guest RequestsCampaign Request and Campaign Request Type reports have been added to custom reporting. This will allow users to create reports based on the the campaign request fields.

   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.

   Things to note: Users will need to link pledges to the campaign, just links a campaign to donations that is paying to a pledge will not apply to the campaign income statement. This is because the revenue is tied to the pledge.

    

   
   

   3/5/2025:: In a campaign on the Ticket report, accessible from the Tickets tab, has been upgraded to a custom report. This update provides the ability to filter and export the report for enhanced flexibility and analysis. "To Assign" column has been added to the Ticket report. This new column allows users to quickly view the number of tickets that are yet to be assigned, streamlining the ticket management process. When selecting the Ticket Report, users will see a Resend Guest Link option in the left hand menu. This is a bulk action and will allow the ability to resend the Guest Link. Campaigns: The TypeID is now displayed in the Request table, providing more granular visibility into request data. A Short Name field has been added to requests. This short name will appear next to the request response in the report, providing an abbreviated version of the request name… more

5. Guest list doesn't export yes RSVP's if they didn't enter in guests or meal preference

   We held an event in November and appreciate all of the functions in campaigns. However, in the specific campaign we created, we would go to "Profiles" then "guest list" and there was guests who bought tickets online, but did not finish putting their guest names and meals because they didn't realize they needed to do that.

   We have two suggestions. It would be nice if there is something before check-out to purchase tickets that says guests will need to enter their guest names and meal preferences after check out.

   The other suggestion is that anyone who purchased tickets shows up on the guest list (and guest list export). We had four people who did not realize they needed to do add their guest names and meal preferences. If they showed up on the list this, we would see the empty fields and call them for details.

   Your consideration of these suggestions would be greatly appreciated.

   We held an event in November and appreciate all of the functions in campaigns. However, in the specific campaign we created, we would go to "Profiles" then "guest list" and there was guests who bought tickets online, but did not finish putting their guest names and meals because they didn't realize they needed to do that.

   We have two suggestions. It would be nice if there is something before check-out to purchase tickets that says guests will need to enter their guest names and meal preferences after check out.

   The other suggestion is that anyone who purchased tickets shows up… more

   6 votes

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   0 comments  ·  Campaigns  ·  Delete…  ·  Admin →
   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   • 3/5/2025:(03/05/2025) Campaigns: In a campaign the Ticket Report, accessible from the Tickets tab, has been upgraded to a custom report. This update provides the ability to filter and export the report for enhanced flexibility and analysis. "To Assign" column has been added to the Ticket Report. This new column allows users to quickly view the number of tickets that are yet to be assigned, streamlining the ticket management process. When selecting the Ticket Report, users will see a Resend Guest Link option in the left-side menu. This is a bulk action and will allow the ability to resend the Guest Link.
   • Campaigns: The TypeID is now displayed in the Request table, providing more granular visibility into request data. A Short Name field has been added to requests. This short name will appear next to the request response in the report, providing an abbreviated version of the request name for easier reference. A Request Report has been added to the left-side menu under the Request tab. The report now includes the following fields: Request, Guest Name, Organization, Phone, Email, RSVP, Attended, Group This report is fully filterable and exportable, giving users more control over their request data. Selecting a Request ID will run a filtered report for that specific request. From the Profiles tab, the Guest List Report has been converted to a custom report. This change allows for the ability to bulk edit Attended, RSVP, Delete Guest, and Convert to Profile; and filtering and export is possible. Added Request column that displays the short name on the request with the selection and converted the ticket id to a hyperlink. 
   • -Added pledges to the Income Statement Report on a campaign. This report will reflect pledges that are attached to campaigns moving forward, not retroactively. Using the Pledges Report in the left-side menu will reflect total pledges for a campaign; date range may need to be adjusted. Updated the label for Total Donations to reflect internal and online donations.
   • -Added the ability to import auction items. The new options is found under the Add Auction left-side menu in Campaigns; or if the event already has auction items, by selecting the auction id on the Details tab. The .csv file will allow users to import the Name, Item Description, Silent Item, Item Value, Low Bid Amount, and Minimum Bid Amounts.
   • Custom Reports - Campaign Profile Ticket: Added columns available to this report to include the following: payment method, payment id, and converted dedt id (ticket id) to a hyper link. Campaign Profile Guests, Campaign Profile Guest Requests, Campaign Request, and Campaign Request Type reports have been added to custom reporting. This will allow users to create reports based on the the campaign request fields. 
   • 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.
   • -Things to note: Users will need to link pledges to the campaign. Just linking a campaign to donations that are paying to a pledge will not apply to the campaign Income Statement. This is because the revenue is tied to the pledge.
   • Resources:
   • Campaign Auctions
   • Campaign Groups and Requests
   • Campaign Transactions and Reports
   • Custom Report Types
   • Portal Options Content

   
   

   • 3/5/2025:(03/05/2025) Campaigns: In a campaign the Ticket Report, accessible from the Tickets tab, has been upgraded to a custom report. This update provides the ability to filter and export the report for enhanced flexibility and analysis. "To Assign" column has been added to the Ticket Report. This new column allows users to quickly view the number of tickets that are yet to be assigned, streamlining the ticket management process. When selecting the Ticket Report, users will see a Resend Guest Link option in the left-side menu. This is a bulk action and will allow the ability to resend the Guest Link.
   • Campaigns: The TypeID is now displayed in the Request table, providing more granular visibility into request data. A Short Name field has been added to requests. This short name will appear next to the request response in the report, providing an abbreviated version of the request name for… more

6. Campaign

   I would like the opportunity to create spaces in the Names area of a Ticket. It would be great if the name of the ticket was on one line and then the price is on the next line. Currently it will only work that way if you use up the space with letters. If a <br> option could be allowed that would make it look nicer.

   •  

   2 votes

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   0 comments  ·  Campaigns  ·  Delete…  ·  Admin →
   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   1. Unified Ticket Workflow:

   • Instead of individual ticket fields, everything is now located on one registration page. On the events tickets constituent will have the ability to select a quantity for each ticket type, and add an additional donation, if enabled. There will be a new order summary box on the right hand side, so that the registrant can easily track their purchases or cancel a line. The checkout workflow will remain the same. Individual tickets have been impacted with this change some of the individual ticket fields have been moved to the Campaign's Details Tab.

   1. New Ticket Fields on the Details Tab:

   • Ticket Additional Donation: This field now applies to the overall campaign and is positioned below the list of tickets.
   • Ticket Additional Donation Label: A customizable label that users can customize, if additional donations will be accepted for the campaign.
   • Ticket Notes: The Ticket Notes (including labels and descriptions) have been moved to the campaign level. This means users will update them via the Details tab rather than on individual tickets.
   • Ticket Notes Label: A customizable label for users to customize for the campaign’s note section on the unified ticket.
   • Ticket Add to Cart Label: This label will appear on the button in the header box and the button on the unified ticket cart.

   1. Updated Ticket Structure:

   • Ticket Header: The previous ticket header has been replaced with the Ticket Description field, which allows a description to appear under each ticket type.
   • Private Tickets Displayed: Private tickets url will now also be displayed above the individual ticket screen.

   This change should streamline the ticket management process and make it easier for users to access all ticket-related information in one place, reducing the need to navigate between individual ticket fields for a quicker checkout workflow. Templates for events will still be managed in the same manner. Each ticket type can have template or the overall campaign can have a template.

   Users will have the ability to Enable the Unified Ticket workflow in Campaign Settings. This will allow more flexibility with this roll out during summer events.

   No Permissions impacted with this release.

   
   

   1. Unified Ticket Workflow:

   • Instead of individual ticket fields, everything is now located on one registration page. On the events tickets constituent will have the ability to select a quantity for each ticket type, and add an additional donation, if enabled. There will be a new order summary box on the right hand side, so that the registrant can easily track their purchases or cancel a line. The checkout workflow will remain the same. Individual tickets have been impacted with this change some of the individual ticket fields have been moved to the Campaign's Details Tab.

   1. New Ticket Fields on the Details Tab:

   • Ticket Additional Donation: This field now applies to the overall campaign and is positioned below the list of tickets.
   • Ticket Additional Donation Label: A customizable label that users can customize, if additional donations will be accepted for the campaign.
   • Ticket Notes: The… more

7. 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 to specific giving campaigns. The example for this idea is our annual year-end mailing to affiliate partners; the mailer could have the QR code on the flier, and rather than send in a check and manually add it to the campaign, they could just scan it and donate to the fund directly associated with the fund/campaign designation.

   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… more

   109 votes

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   4 comments  ·  Campaigns  ·  Delete…  ·  Admin →
   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   6/4/2025:Context: We’ve introduced a new Fundraising campaign type in CSuite. This option allows users to create campaigns that do not require tickets, but still accept donations.

   This is ideal for organizations looking to fundraise without hosting a ticketed event. It enables easy tracking of income and expenses associated with the campaign, making it perfect for general fundraising efforts, donation drives, or cause-based initiatives.

   Key Details:

   
   

   
   

   
   

   • New Campaign Type: Users can now select Fundraising as a campaign type when creating a new campaign.
   • Donation-Only Focus: Fundraising campaigns are structured to accept donations exclusively, without the need for other campaign activities.
   • Layout and Design:
   • The campaign layout will mirror the fund listing layout for a familiar and streamlined donor experience.
   • Donation amounts will display based on Giving Levels configured in Portal Options, Giving Hub settings. If no levels are set, Donation with input box will appear.
   • Tax Receipts:
   • Donors will receive tax receipts based on the associated fund’s receipt settings, or the default tax receipt if none are specified.
   • Profile Management:
   • Campaign profiles can still be invited manually.
   • If a donation is received from someone who hasn’t been invited, the donor will be automatically added to the campaign’s profile list.

   Benefits:

   
   

   
   

   
   

   • Increased flexibility for organizations to run donation-focused campaigns.
   • Enhanced donor experience with clear giving options and tax receipts.
   • Simplified profile tracking for campaign organizers.

   
   

   6/4/2025:Context: We’ve introduced a new Fundraising campaign type in CSuite. This option allows users to create campaigns that do not require tickets, but still accept donations.

   This is ideal for organizations looking to fundraise without hosting a ticketed event. It enables easy tracking of income and expenses associated with the campaign, making it perfect for general fundraising efforts, donation drives, or cause-based initiatives.

   Key Details:

   
   

   
   

   
   

   • New Campaign Type: Users can now select Fundraising as a campaign type when creating a new campaign.
   • Donation-Only Focus: Fundraising campaigns are structured to accept donations exclusively, without the need for other campaign activities.
   • Layout and Design:
   • The campaign layout will mirror the fund listing layout for a familiar and streamlined donor experience.
   • Donation amounts will display based on Giving Levels configured in Portal Options, Giving Hub settings. If no levels are set, Donation with input box will appear.
   • Tax Receipts:
   • Donors will receive… more

8. 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.

   14 votes

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   2 comments  ·  Campaigns  ·  Delete…  ·  Admin →
   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   3/5/2025:: In a campaign on the Ticket report, accessible from the Tickets tab, has been upgraded to a custom report. This update provides the ability to filter and export the report for enhanced flexibility and analysis. "To Assign" column has been added to the Ticket report. This new column allows users to quickly view the number of tickets that are yet to be assigned, streamlining the ticket management process. When selecting the Ticket Report, users will see a Resend Guest Link option in the left hand menu. This is a bulk action and will allow the ability to resend the Guest Link. Campaigns: The TypeID is now displayed in the Request table, providing more granular visibility into request data. A Short Name field has been added to requests. This short name will appear next to the request response in the report, providing an abbreviated version of the request name for easier reference. A Request Report has been added to the left-hand menu under the Request tab. The report now includes the following fields: Request, Guest Name, Organization, Phone, Email, RSVP, Attended, Group This report is fully filterable and exportable, giving users more control over their request data. Selecting a Request ID will run a filtered report for that specific request. From the profiles tab, converted guest list report to a custom report. This change allows for the ability to bulk edit: Attended, RSVP, Delete Guest, Convert to Profile, filtering and export. Added Request column that displays the Short name on the request with the selection and converted the ticket id to a hyperlink.

   Added the pledges to the income statement reports on a campaign. This report will reflect pledges that are attached to campaigns moving forward, not retroactively. Using the Pledges Report in the left hand menu will reflect total pledges for a campaign, date range may need to be adjusted. Updated the label for Total Donations to reflect internal and online donations.

   Added the ability to import Auction Items. The new options is found under the Add Auction left hand menu in Campaigns, or if the event already has auction items by selecting the Auction id on the Details tab. The csv file will allow users to import the Name, Item Description, Silent Item, Item Value, Low Bid Amount, and Minimum Bid Amounts.

   Custom Reports-Campaign Profile Ticket: Added columns available to this report to include: Payment Method, payment id, and converted dedt id(ticket id) to a hyper link. Campaign Profile Guests, Campaign Profile Guest RequestsCampaign Request and Campaign Request Type reports have been added to custom reporting. This will allow users to create reports based on the the campaign request fields.

   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.

   Things to note: Users will need to link pledges to the campaign, just links a campaign to donations that is paying to a pledge will not apply to the campaign income statement. This is because the revenue is tied to the pledge.

    

   
   

   3/5/2025:: In a campaign on the Ticket report, accessible from the Tickets tab, has been upgraded to a custom report. This update provides the ability to filter and export the report for enhanced flexibility and analysis. "To Assign" column has been added to the Ticket report. This new column allows users to quickly view the number of tickets that are yet to be assigned, streamlining the ticket management process. When selecting the Ticket Report, users will see a Resend Guest Link option in the left hand menu. This is a bulk action and will allow the ability to resend the Guest Link. Campaigns: The TypeID is now displayed in the Request table, providing more granular visibility into request data. A Short Name field has been added to requests. This short name will appear next to the request response in the report, providing an abbreviated version of the request name… more

9. Campaign Ticket Guests

   Three thoughts on potential future functionality for campaign ticket guests:

   1). Implement a system for matching guest names to profiles (or creating new profiles automatically, a la Stripe payments) that lines up with the existing profile DEDUPE functionality. This could tie in with/be more robust if item 2 is considered:

   2). Allow customization of the fields that purchasers fill out concerning their guests (for example, adding emails, phone numbers, etc.)

   3). Implement a batch functionality for converting ticket guests to profiles (right now, it must be done on a one-by-one basis)

   11 votes

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   0 comments  ·  Campaigns  ·  Delete…  ·  Admin →
   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   • (05-14-2025) Campaigns: Added the ability to import RSVP and Attendance for Campaigns. This will allow clients to easily update RSVP and Attendance for their events. In Campaigns, on the Profiles tab, and then from the Guest List, users will find the new left-side menu Import RSVP and Attendance. This new import will allow users to import both RSVP and Attendance, using the Guest ID or dedc ID. The dedc ID has been added to the Guest list report to allow users to easily download and filter from the guest list. RSVP and Attendance can be updated simultaneously, or users can choose to update only one by removing the other column from the import file. This enhancement streamlines event management by enabling quick and accurate updates to guest information.
   • (05-29-2025) Campaigns: Added the Add Profiles As Guests option on the Profile Tab. This will allow users to create dedc id's for profiles and allow the profiles to display on the Guest List Report. This will be a bulk action that moves all the profiles to guest.

   
   

   • (05-14-2025) Campaigns: Added the ability to import RSVP and Attendance for Campaigns. This will allow clients to easily update RSVP and Attendance for their events. In Campaigns, on the Profiles tab, and then from the Guest List, users will find the new left-side menu Import RSVP and Attendance. This new import will allow users to import both RSVP and Attendance, using the Guest ID or dedc ID. The dedc ID has been added to the Guest list report to allow users to easily download and filter from the guest list. RSVP and Attendance can be updated simultaneously, or users can choose to update only one by removing the other column from the import file. This enhancement streamlines event management by enabling quick and accurate updates to guest information.
   • (05-29-2025) Campaigns: Added the Add Profiles As Guests option on the Profile Tab. This will allow users to create dedc id's for profiles… more

10. Guest Information

    In the ticket portion of a campaign, change the label in the "Edit Guest Information" button to "Complete Guest information."

    11 votes

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    1 comment  ·  Campaigns  ·  Delete…  ·  Admin →
    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    Updated the wording to Add Guest Information.  

11. Be able to update RSVPs in bulk

    Our foundation manages certain donor-initiated events and fundraisers where the ticket buyers are not great at adding the Profile Campaign Ticket Guests after they check out. Please make it it possible to update the RSVP list in bulk or make the Profile Campaign Ticket Guests mandatory to be filled out before check out. This would be such a time saver.

    26 votes

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    4 comments  ·  Campaigns  ·  Delete…  ·  Admin →
    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    3/5/2025:: In a campaign on the Ticket report, accessible from the Tickets tab, has been upgraded to a custom report. This update provides the ability to filter and export the report for enhanced flexibility and analysis. "To Assign" column has been added to the Ticket report. This new column allows users to quickly view the number of tickets that are yet to be assigned, streamlining the ticket management process. When selecting the Ticket Report, users will see a Resend Guest Link option in the left hand menu. This is a bulk action and will allow the ability to resend the Guest Link. Campaigns: The TypeID is now displayed in the Request table, providing more granular visibility into request data. A Short Name field has been added to requests. This short name will appear next to the request response in the report, providing an abbreviated version of the request name for easier reference. A Request Report has been added to the left-hand menu under the Request tab. The report now includes the following fields: Request, Guest Name, Organization, Phone, Email, RSVP, Attended, Group This report is fully filterable and exportable, giving users more control over their request data. Selecting a Request ID will run a filtered report for that specific request. From the profiles tab, converted guest list report to a custom report. This change allows for the ability to bulk edit: Attended, RSVP, Delete Guest, Convert to Profile, filtering and export. Added Request column that displays the Short name on the request with the selection and converted the ticket id to a hyperlink.

    Added the pledges to the income statement reports on a campaign. This report will reflect pledges that are attached to campaigns moving forward, not retroactively. Using the Pledges Report in the left hand menu will reflect total pledges for a campaign, date range may need to be adjusted. Updated the label for Total Donations to reflect internal and online donations.

    Added the ability to import Auction Items. The new options is found under the Add Auction left hand menu in Campaigns, or if the event already has auction items by selecting the Auction id on the Details tab. The csv file will allow users to import the Name, Item Description, Silent Item, Item Value, Low Bid Amount, and Minimum Bid Amounts.

    Custom Reports-Campaign Profile Ticket: Added columns available to this report to include: Payment Method, payment id, and converted dedt id(ticket id) to a hyper link. Campaign Profile Guests, Campaign Profile Guest RequestsCampaign Request and Campaign Request Type reports have been added to custom reporting. This will allow users to create reports based on the the campaign request fields.

    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.

    Things to note: Users will need to link pledges to the campaign, just links a campaign to donations that is paying to a pledge will not apply to the campaign income statement. This is because the revenue is tied to the pledge.

     

    
    

    3/5/2025:: In a campaign on the Ticket report, accessible from the Tickets tab, has been upgraded to a custom report. This update provides the ability to filter and export the report for enhanced flexibility and analysis. "To Assign" column has been added to the Ticket report. This new column allows users to quickly view the number of tickets that are yet to be assigned, streamlining the ticket management process. When selecting the Ticket Report, users will see a Resend Guest Link option in the left hand menu. This is a bulk action and will allow the ability to resend the Guest Link. Campaigns: The TypeID is now displayed in the Request table, providing more granular visibility into request data. A Short Name field has been added to requests. This short name will appear next to the request response in the report, providing an abbreviated version of the request name… more

12. Upload auction items via spreadsheet

    We would love to be able to upload out auction items via a spreadsheet instead of entering items individually. This would be a huge timesaver.

    4 votes

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    0 comments  ·  Campaigns  ·  Delete…  ·  Admin →
    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    3/5/2025:: In a campaign on the Ticket report, accessible from the Tickets tab, has been upgraded to a custom report. This update provides the ability to filter and export the report for enhanced flexibility and analysis. "To Assign" column has been added to the Ticket report. This new column allows users to quickly view the number of tickets that are yet to be assigned, streamlining the ticket management process. When selecting the Ticket Report, users will see a Resend Guest Link option in the left hand menu. This is a bulk action and will allow the ability to resend the Guest Link. Campaigns: The TypeID is now displayed in the Request table, providing more granular visibility into request data. A Short Name field has been added to requests. This short name will appear next to the request response in the report, providing an abbreviated version of the request name for easier reference. A Request Report has been added to the left-hand menu under the Request tab. The report now includes the following fields: Request, Guest Name, Organization, Phone, Email, RSVP, Attended, Group This report is fully filterable and exportable, giving users more control over their request data. Selecting a Request ID will run a filtered report for that specific request. From the profiles tab, converted guest list report to a custom report. This change allows for the ability to bulk edit: Attended, RSVP, Delete Guest, Convert to Profile, filtering and export. Added Request column that displays the Short name on the request with the selection and converted the ticket id to a hyperlink.

    Added the pledges to the income statement reports on a campaign. This report will reflect pledges that are attached to campaigns moving forward, not retroactively. Using the Pledges Report in the left hand menu will reflect total pledges for a campaign, date range may need to be adjusted. Updated the label for Total Donations to reflect internal and online donations.

    Added the ability to import Auction Items. The new options is found under the Add Auction left hand menu in Campaigns, or if the event already has auction items by selecting the Auction id on the Details tab. The csv file will allow users to import the Name, Item Description, Silent Item, Item Value, Low Bid Amount, and Minimum Bid Amounts.

    Custom Reports-Campaign Profile Ticket: Added columns available to this report to include: Payment Method, payment id, and converted dedt id(ticket id) to a hyper link. Campaign Profile Guests, Campaign Profile Guest RequestsCampaign Request and Campaign Request Type reports have been added to custom reporting. This will allow users to create reports based on the the campaign request fields.

    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.

    Things to note: Users will need to link pledges to the campaign, just links a campaign to donations that is paying to a pledge will not apply to the campaign income statement. This is because the revenue is tied to the pledge.

     

    
    

    3/5/2025:: In a campaign on the Ticket report, accessible from the Tickets tab, has been upgraded to a custom report. This update provides the ability to filter and export the report for enhanced flexibility and analysis. "To Assign" column has been added to the Ticket report. This new column allows users to quickly view the number of tickets that are yet to be assigned, streamlining the ticket management process. When selecting the Ticket Report, users will see a Resend Guest Link option in the left hand menu. This is a bulk action and will allow the ability to resend the Guest Link. Campaigns: The TypeID is now displayed in the Request table, providing more granular visibility into request data. A Short Name field has been added to requests. This short name will appear next to the request response in the report, providing an abbreviated version of the request name… more

13. Campaign: Ticket date

    It would be great if campaigns could change or show the date as per the date on the ticket, not the actual campaign end date.

    4 votes

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    0 comments  ·  Campaigns  ·  Delete…  ·  Admin →
    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    1. Unified Ticket Workflow:

    • Instead of individual ticket fields, everything is now located on one registration page. On the events tickets constituent will have the ability to select a quantity for each ticket type, and add an additional donation, if enabled. There will be a new order summary box on the right hand side, so that the registrant can easily track their purchases or cancel a line. The checkout workflow will remain the same. Individual tickets have been impacted with this change some of the individual ticket fields have been moved to the Campaign's Details Tab.

    1. New Ticket Fields on the Details Tab:

    • Ticket Additional Donation: This field now applies to the overall campaign and is positioned below the list of tickets.
    • Ticket Additional Donation Label: A customizable label that users can customize, if additional donations will be accepted for the campaign.
    • Ticket Notes: The Ticket Notes (including labels and descriptions) have been moved to the campaign level. This means users will update them via the Details tab rather than on individual tickets.
    • Ticket Notes Label: A customizable label for users to customize for the campaign’s note section on the unified ticket.
    • Ticket Add to Cart Label: This label will appear on the button in the header box and the button on the unified ticket cart.

    1. Updated Ticket Structure:

    • Ticket Header: The previous ticket header has been replaced with the Ticket Description field, which allows a description to appear under each ticket type.
    • Private Tickets Displayed: Private tickets url will now also be displayed above the individual ticket screen.

    This change should streamline the ticket management process and make it easier for users to access all ticket-related information in one place, reducing the need to navigate between individual ticket fields for a quicker checkout workflow. Templates for events will still be managed in the same manner. Each ticket type can have template or the overall campaign can have a template.

    Users will have the ability to Enable the Unified Ticket workflow in Campaign Settings. This will allow more flexibility with this roll out during summer events.

    No Permissions impacted with this release.

    
    

    1. Unified Ticket Workflow:

    • Instead of individual ticket fields, everything is now located on one registration page. On the events tickets constituent will have the ability to select a quantity for each ticket type, and add an additional donation, if enabled. There will be a new order summary box on the right hand side, so that the registrant can easily track their purchases or cancel a line. The checkout workflow will remain the same. Individual tickets have been impacted with this change some of the individual ticket fields have been moved to the Campaign's Details Tab.

    1. New Ticket Fields on the Details Tab:

    • Ticket Additional Donation: This field now applies to the overall campaign and is positioned below the list of tickets.
    • Ticket Additional Donation Label: A customizable label that users can customize, if additional donations will be accepted for the campaign.
    • Ticket Notes: The… more

14. Auction- Add a Second Account # Field

    When adding an Auction to a Campaign, you are currently only able to enter one account # (I add Auction Non-Deductible). Due to this the donation portion does not go to the correct fund. I have to manually go in and override each donation portion from contribution to Auction Deductible.

    4 votes

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    0 comments  ·  Campaigns  ·  Delete…  ·  Admin →
    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    • (02-10-2025) Campaigns: Added a Donation Revenue account to auction items. This will allow for better tracking of the invoice amount and additional donation amounts.

    
    

15. Tickets without Guest Information

    Is there a way to have an area that shows all the tickets that still need guest information filled out?

    This isn't a huge issue on a small scale, but we have a larger event, it may be tedious to go through all the profiles and make sure they have their guest info filled out.

    14 votes

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    0 comments  ·  Campaigns  ·  Delete…  ·  Admin →
    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    This is on the guest list report or profile report.

16. spacing campaign html

    If you adjust the spacing in one of the text fields of a campaign using html, it messes up the tax receipt to show the html coding. please fix it.

    2 votes

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    1 comment  ·  Campaigns  ·  Delete…  ·  Admin →
    Implemented  ·  Holly Spitz responded

    This issue appears to be resolved. Please contact support if this happens again.

17. Ticket Purchaser & Guests In One Spot

    Would like to see ticket purchasers and guests all in one spot. Currently, you can only see a list of ticket purchasers and the number of tickets they've purchased and then the "guests" of these ticket purchasers are in another area (guest list). Would be great to see the guests underneath the ticket purchaser, similar to how the campaign invitee list formats guests/household members (you have the invitee and then below them & to the right will list their guests or household profiles with their email info, all in one spot).

    30 votes

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    Implemented  ·  2 comments  ·  Campaigns  ·  Delete…  ·  Admin →

18. Add more than one picture to a campaign

    We were discussing a future campaign and looking at how it looks on our website when people register for tickets. It would be a great idea to be able to have more than one picture on the website. For example, the first page with the campaign information would have one picture, the tickets page would have another, and the thank you page could have a third. We also would like to be able to size our pictures appropriately instead of just using a small square picture. The main page would ideally have a long header type picture, for example.

    7 votes

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    0 comments  ·  Campaigns  ·  Delete…  ·  Admin →
    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    This was implemented with the Giving Hub updates

19. Customize Resend Guest Link Email

    Please add the ability to customize the "resend Guest Link email" for an event.

    11 votes

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    2 comments  ·  Campaigns  ·  Delete…  ·  Admin →
    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    3/5/2025:: In a campaign on the Ticket report, accessible from the Tickets tab, has been upgraded to a custom report. This update provides the ability to filter and export the report for enhanced flexibility and analysis. "To Assign" column has been added to the Ticket report. This new column allows users to quickly view the number of tickets that are yet to be assigned, streamlining the ticket management process. When selecting the Ticket Report, users will see a Resend Guest Link option in the left hand menu. This is a bulk action and will allow the ability to resend the Guest Link. Campaigns: The TypeID is now displayed in the Request table, providing more granular visibility into request data. A Short Name field has been added to requests. This short name will appear next to the request response in the report, providing an abbreviated version of the request name for easier reference. A Request Report has been added to the left-hand menu under the Request tab. The report now includes the following fields: Request, Guest Name, Organization, Phone, Email, RSVP, Attended, Group This report is fully filterable and exportable, giving users more control over their request data. Selecting a Request ID will run a filtered report for that specific request. From the profiles tab, converted guest list report to a custom report. This change allows for the ability to bulk edit: Attended, RSVP, Delete Guest, Convert to Profile, filtering and export. Added Request column that displays the Short name on the request with the selection and converted the ticket id to a hyperlink.

    Added the pledges to the income statement reports on a campaign. This report will reflect pledges that are attached to campaigns moving forward, not retroactively. Using the Pledges Report in the left hand menu will reflect total pledges for a campaign, date range may need to be adjusted. Updated the label for Total Donations to reflect internal and online donations.

    Added the ability to import Auction Items. The new options is found under the Add Auction left hand menu in Campaigns, or if the event already has auction items by selecting the Auction id on the Details tab. The csv file will allow users to import the Name, Item Description, Silent Item, Item Value, Low Bid Amount, and Minimum Bid Amounts.

    Custom Reports-Campaign Profile Ticket: Added columns available to this report to include: Payment Method, payment id, and converted dedt id(ticket id) to a hyper link. Campaign Profile Guests, Campaign Profile Guest RequestsCampaign Request and Campaign Request Type reports have been added to custom reporting. This will allow users to create reports based on the the campaign request fields.

    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.

    Things to note: Users will need to link pledges to the campaign, just links a campaign to donations that is paying to a pledge will not apply to the campaign income statement. This is because the revenue is tied to the pledge.

     

    
    

    3/5/2025:: In a campaign on the Ticket report, accessible from the Tickets tab, has been upgraded to a custom report. This update provides the ability to filter and export the report for enhanced flexibility and analysis. "To Assign" column has been added to the Ticket report. This new column allows users to quickly view the number of tickets that are yet to be assigned, streamlining the ticket management process. When selecting the Ticket Report, users will see a Resend Guest Link option in the left hand menu. This is a bulk action and will allow the ability to resend the Guest Link. Campaigns: The TypeID is now displayed in the Request table, providing more granular visibility into request data. A Short Name field has been added to requests. This short name will appear next to the request response in the report, providing an abbreviated version of the request name… more

20. Allow for campaign RSVP and attendance to be set via filtered report and Upload IDs report function.

    Currently, profiles can be invited to a campaign in mass but RSVP and attendance must be set profile-by-profile which is a significant time commitment.

    15 votes

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    2 comments  ·  Campaigns  ·  Delete…  ·  Admin →
    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    3/5/2025:: In a campaign on the Ticket report, accessible from the Tickets tab, has been upgraded to a custom report. This update provides the ability to filter and export the report for enhanced flexibility and analysis. "To Assign" column has been added to the Ticket report. This new column allows users to quickly view the number of tickets that are yet to be assigned, streamlining the ticket management process. When selecting the Ticket Report, users will see a Resend Guest Link option in the left hand menu. This is a bulk action and will allow the ability to resend the Guest Link. Campaigns: The TypeID is now displayed in the Request table, providing more granular visibility into request data. A Short Name field has been added to requests. This short name will appear next to the request response in the report, providing an abbreviated version of the request name for easier reference. A Request Report has been added to the left-hand menu under the Request tab. The report now includes the following fields: Request, Guest Name, Organization, Phone, Email, RSVP, Attended, Group This report is fully filterable and exportable, giving users more control over their request data. Selecting a Request ID will run a filtered report for that specific request. From the profiles tab, converted guest list report to a custom report. This change allows for the ability to bulk edit: Attended, RSVP, Delete Guest, Convert to Profile, filtering and export. Added Request column that displays the Short name on the request with the selection and converted the ticket id to a hyperlink.

    Added the pledges to the income statement reports on a campaign. This report will reflect pledges that are attached to campaigns moving forward, not retroactively. Using the Pledges Report in the left hand menu will reflect total pledges for a campaign, date range may need to be adjusted. Updated the label for Total Donations to reflect internal and online donations.

    Added the ability to import Auction Items. The new options is found under the Add Auction left hand menu in Campaigns, or if the event already has auction items by selecting the Auction id on the Details tab. The csv file will allow users to import the Name, Item Description, Silent Item, Item Value, Low Bid Amount, and Minimum Bid Amounts.

    Custom Reports-Campaign Profile Ticket: Added columns available to this report to include: Payment Method, payment id, and converted dedt id(ticket id) to a hyper link. Campaign Profile Guests, Campaign Profile Guest RequestsCampaign Request and Campaign Request Type reports have been added to custom reporting. This will allow users to create reports based on the the campaign request fields.

    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.

    Things to note: Users will need to link pledges to the campaign, just links a campaign to donations that is paying to a pledge will not apply to the campaign income statement. This is because the revenue is tied to the pledge.

     

    
    

    3/5/2025:: In a campaign on the Ticket report, accessible from the Tickets tab, has been upgraded to a custom report. This update provides the ability to filter and export the report for enhanced flexibility and analysis. "To Assign" column has been added to the Ticket report. This new column allows users to quickly view the number of tickets that are yet to be assigned, streamlining the ticket management process. When selecting the Ticket Report, users will see a Resend Guest Link option in the left hand menu. This is a bulk action and will allow the ability to resend the Guest Link. Campaigns: The TypeID is now displayed in the Request table, providing more granular visibility into request data. A Short Name field has been added to requests. This short name will appear next to the request response in the report, providing an abbreviated version of the request name… more