72 results found
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Assign Two Funds to the Same Campaign
We run what we call "Hybrid Campaigns". With these campaigns we help organizations fundraise for two different causes that require two separate funds for tracking and accounting. Currently, this is cumbersome and difficult to track within C-Suite.
With the new fundraising campaign feature, it would be great to solve this issue by allowing both funds to be assigned to a campaign and allowing an allocation calculation to each fund. This would save us a ton of time reconciling and tracking each fund.
For example:
Building Campaign Fund - 60%
Savings fund - 40%The Building Campaign Fund would then receive…
4 votes -
Fundraising Campaigns - Recurring Donations
Love the new fundraising campaign option! Is it possible to add a recurring donation option to these campaigns? Even better, could there be suggested levels of recurring donations? Thank you!
3 votes -
Campaign Fundraising Income Statements - add filters
In Campaign / Events / Income Statements - please create the ability to add filters. Currently, on fundraising events, the income statement pulls revenue from a fees/general ledger account that does not relate to the actual event revenue and should not be mixed in with the fundraising general ledger activity. This results in always having an incorrect Income Statement for Fundraising Events tied to specific fund types where other fees might occur.
1 vote -
widget
With the launch of the new Fundraising campaigns, I would love for it to give the capability to export a script code for a widget that would allow some of our fundholders to fundraise on their own websites. We work with a variety of donors that have existing websites and would like the option of a widget to live on their site.
3 votes -
campaign start time
Currently, when setting up a campaign, the date that shows in the event registration first page to add tickets shows the end date of the event. However, the time that displays is the start time of the event, making this very confusing and doesn't align with the information being entered for the fields showing on the ticketing page. Suggestion is to fix the date showing noted as START DATE to align with the START TIME. The next screen that allows selecting the number of tickets should then reflect the END DATE and END TIME for ticket sales.
In the screenshots…
2 votes -
campaign start time
Currently, when setting up a campaign, the date that shows in the event registration first page to add tickets shows the end date of the event. However, the time that displays is the start time of the event, making this very confusing and doesn't align with the information being entered for the fields showing on the ticketing page. Suggestion is to fix the date showing noted as START DATE to align with the START TIME. The next screen that allows selecting the number of tickets should then reflect the END DATE and END TIME for ticket sales.
In the screenshots…
2 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…
16 votes -
krandall@nccommunityfoundation.org
Idea for Fundraising Campaigns - Allow the option for donors to start recurring gifts on the donation page.
2 votes -
Fundraising Campaign - Giving Levels
We need to modify giving levels for a fundraising campaign. As is right now, fundraising campaigns follow the system wide giving hub giving levels. Even if we set specific giving levels on the fund tied to the fundraising campaign, the levels shown on the campaign still default to the default giving hub levels, not the fund.
2 votes -
Improving Campaign Visibility and Reporting for Fund Advisors
Campaign reporting and management are currently very difficult for Fund Advisors to navigate within their portal. We frequently receive questions asking whether the amounts displayed are from general donations or generated through an active campaign.
It would be incredibly helpful to have a dedicated “Campaign” tab within the Fund Advisor portal. This tab could provide a clear overview of all active campaigns, including sales data, donor information, and various reporting metrics.
At the moment, I’m having to compile and share this information manually in a single report so Fund Advisors can view all relevant campaign details in one place.
2 votes -
"search by" box for campaign list
Good morning! Instead of scrolling down a list or using the 'find' on the browser to search for campaigns, could we have a 'search' box on top of the campaign list screen? For example, when we need to "add" a profile to a campaign, can we have the 'drop' box option to type in the name of the campaign instead of using the 'find' browser button, or scroll down a long list of campaigns. Thank you!
1 vote -
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.
16 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?
4 votes -
Fundraising Campaigns - Campaign Profiles Tab/Profile Engagement Tab
Excited to use the new Fundraising Campaigns option. Would love to have the Campaign Profiles tab reflect which profiles have contributed to the campaign (versus using RSVP or Attended) and in turn have that info reflected on the profile's Engagement tab for that campaign.
2 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.
5 votes -
event ticket fields required
20+ pages of ideas for events should raise a concern that the current campaign solution is quite inadequate.
Several fields for in-person events are not set up with a radio button allowing us to make them required. We cannot make guests' names (first and last) and main entree choices in Requests required. This causes extra work for our two-person organization that the software could prevent with basic modifications.
1 vote -
Organization's name in event ticket
Please add option to include organization/company name when someone registers for an event as an individual.
59 votes -
Mailchimp Tag Syncing from campaigns are adding Do Not Email profiles
We recently used the mailchimp tag syncing for an event to add the initial invite list. Some of the attendees added were marked in CSuite as Do Not Email, but the sync still added the new tag to their email in Mailchimp so some got the email that did not want them. Just like the csv export, all the emails of any Do Not Email profile should be excluded from the sync so they both should not be added to the audience if they are not on it and they should not be updated with the campaign tag if they…
2 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…4 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
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