10 results found

1. 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.

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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

2. 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

3. 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.  

4. 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

5. 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

6. 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.

   
   

7. 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.

8. 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

9. 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

10. 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.