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21 results found

  1. This was a previous idea (https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/46800925-first-last-name-sync-to-mailchimp-added-back) that was closed, not sure why. Like many community foundations, we do marketing! Through Mailchimp! The sync option is great, but missing some important pieces. Please include other fields besides email address. Modern email marketing includes personalization features like "Dear Lucy" which it would be nice to have. Besides the name fields, I could see cases for grabbing ANY other Profile fields during a sync. Perhaps have a dialog screen that asks the user to select/deselect fields for syncing?

    11 votes

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    1 comment  ·  Campaigns  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

  2. For some of our events we would like to eliminate the need for registrants to have to add addresses when we only need their name and email addresses. It's a lot of work when we don't need it.

    8 votes

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    0 comments  ·  Campaigns  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

  3. When editing a Campaign and go to delete, keep the screen where you left off instead of it bouncing back to the beginning of the campaign

    7 votes

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    0 comments  ·  Campaigns  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

  4. It would be great if we received a notification when the registrar adds or edits a guest's name. It is beneficial to update the name tags.

    10 votes

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    1 comment  ·  Campaigns  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

  5. Would like the Auction Bid Sheet editable or able to make a template

    5 votes

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    1 comment  ·  Campaigns  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

  6. I would like at least the option to remove the Campaign Category name from the event registration process. We use campaign categories for internal organization and do not want/need them on the public-facing page.

    9 votes

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    0 comments  ·  Campaigns  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

  7. When generating mailing labels or exporting mailing labels to CSV in a campaign, it pulls both Primary and Mailing addresses for the same profile. We would prefer it to pull Mailing as the default, and Primary only when there isn't a Mailing address.

    5 votes

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    0 comments  ·  Campaigns  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

  8. It would be great to export a list of folks that have yet to contribute/donate/buy tickets in a campaign for the purpose of being able to quickly have list to refer to in order to send follow ups etc.

    4 votes

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    0 comments  ·  Campaigns  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

  9. UPDATE- I've found a way but it's a quite a few extra steps. Involves going to the GL transaction level detail.

    I've been looking at using campaigns as a way to track multiple grant projects in the same fund. I'm successful in associating a grant received via donations and attaching vendor payments. It has the option for a very tidy income statement, which I love. The only thing needed to complete the picture is grants made by the program. At present you cannot assign a campaign to the grant or the voucher associated. This fix would basically make it as…

    2 votes

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    0 comments  ·  Campaigns  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

  10. It would be helpful to be able to archive a campaign from the actual campaign page. When doing it from a campaign list, there are multiple steps that seem unnecessary.

    6 votes

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    0 comments  ·  Campaigns  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

  11. It would be helpful if there was a way to sort registration attendees by date and time they registered. We have more than 100 people attending an event right now and there is no way to tell when new people have registered. I am constantly reviewing this list to see if I recognize new names which can be very tedious.

    Thank you
    Mary Ellen

    4 votes

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    0 comments  ·  Campaigns  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

  12. Ability to designate a tax receipt letter for campaigns similar to the option to designate it for certain funds or payment types

    2 votes

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    0 comments  ·  Campaigns  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

  13. Update campaign requests so that they appear before a guest checks out. Please also add functionality to assign guest names before checkout. There is no indication for a purchaser to add their guest's name or meal choice (request) after checkout and we have to contact literally every single person who buys a ticket to get their meal choice for events. This is a huge inconvenience.

    We would all appreciate this implementation!!

    9 votes

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    1 comment  ·  Campaigns  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

  14. I believe that there should be an option to send bulk emails through a campaign generated by Csuite. Currently, the only alternative is to export the email addresses and send them through Microsoft or MailChimp. However, having the option to send emails directly from Csuite would be more efficient.

    8 votes

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    0 comments  ·  Campaigns  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

  15. Import profile lists. It would be great to be able to create a profile list in Foundant and then be able to export and edit it, and then import it back into the campaign. It's much faster to manipulate an excel spreadsheet than the profile list in the campaign while it's in Foundant/CSuite.

    6 votes

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    2 comments  ·  Campaigns  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

  16. We hold an annual scholarship luncheon where students and their two guests are free to attend. If a student would like to invite an additional guest, they are charged $25 per guest. Unfortunately, we cannot use C-Suite Campaigns as it does not have that functionality. It would be great if we could have that functionality in C-Suite so we don't have to use Eventbrite for our luncheon.

    1 vote

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    0 comments  ·  Campaigns  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

  17. It would be great if the email export included the name on the file. We do lots of email communications, not through Mailchimp, and I have to export the whole file and delete all the extraneous information to get to just name and email address. OR give us a custom report or way to pull the specific fields we want in the export. Even the full export has lots of information I don't care about and must get rid of before giving to my communications person.

    2 votes

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    0 comments  ·  Campaigns  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

  18. We created a work-around since we can't use organization names for registration by adding it as a request. However, when I export the CSV report to review registration, that field is not included. Please add this field to that export process.
    Thanks so much,

    1 vote

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    0 comments  ·  Campaigns  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

  19. I want to be able to send event ticket receipts in bulk if the donations are manually entered. The option to download/print/email the ticket receipt as a pdf could be useful.

    When filtering to a Donation Campaign Custom Report, we have the option to print Yearly Tax Receipts, the option to print Event/Campaign specific receipts from the left-hand menu would be AWESOME!

    Thank you!

    2 votes

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    0 comments  ·  Campaigns  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

  20. Automate Mailchimp sync
    The newsletter opt-in is a great way to easily add donors to a Mailchimp audience list. It would be nice if a manual sync were not required. An automated sync (which could be part of any campaign) could happen on a nightly (or other schedule), or perhaps after every donation.

    2 votes

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    0 comments  ·  Campaigns  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

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