23 results found

1. 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

2. 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.

   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

3. Campaigns and Opportunities Flag When Entering Donation

   When a donation is entered into the system, it would be helpful if any campaigns or opportunities associated with that profile were displayed, so that the gift can be properly credited. There could be an alert that displays as soon as the profile is chosen, if the profile is connected to a campaign or opportunity. This would be a big help when tracking the success of a mailing campaign, for instance.

   48 votes

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   0 comments  ·  Campaigns  ·  Delete…  ·  Admin →
   Implemented  ·  Holly Spitz responded

   1/30/2025: Donations: Open campaigns and opportunities now display at the top of the create donation screen if the profile selected is listed in the campaign or associated with the opportunity. Selecting Link, will add the campaign or opportunity to the donation record.