Release Notes September 2025

💳 Checkout & Payment Upgrades

Guest Checkout Expansion

Donors can now set up recurring donations as guests (no account required).

Organizations can enable guest-only checkout mode.

Supports both card and bank payments.

Smoother email handling and streamlined donor experience.

Default Fee Allocation System

Transactions now include full fee allocation tracking.

Donor portals can designate which fund the covers fees selection gets allocated to.

Built-in protection against duplicate or incorrect allocations.

Donors and admins see clearer fee allocation details.

💌 Messaging & Engagement

Contact Point Management (v1)

Donors can now have a preferred contact method stored on specific communication list consent records.

Messaging tools follow preferences automatically.

Preferred contact visible in supporter views.

Feature flagged; request for enablement.

📊 Data Management & Reporting

Advanced Filtering Enhancements

Supporter filters now include custom fields, tags, and relationships.

Relative date filters (“last 7 days,” “last 30 days,” etc.).

Cleaner interface when no filters are available.

🧭 Journey System Improvements

Journeys now support redirect steps that allow you to create more complex journey flows and consolidate branching.

Supporters can enter journeys when removed from a tag — this trigger is also available for triggered messages.

Save without exiting when creating/editing journeys and messages.

Improved step naming and redirect handling.

🔗 CRM & Integration Enhancements

Salesforce

Added flexible Household/Non-Household record type support.

Better transaction tracking and sync reliability.

Improved contact updates and error handling.

Virtuous

Smoother syncs and more reliable data handling.

Streamlined contact management.

Finix

Improved payout ingestion pipeline.

💰 Payment & Transaction Management

Improved Stripe refund system for charge-based payments.

Payout exports now include transaction IDs.

Optimized expired primary payment method flows for returning donors.

Manual Payments

Manual ACH payments now display properly.

Offline check payments require valid dates.

🔁 Recurring Donations

Fixed $0 recurring plan validation user flow when pausing.

Improved date selection UI on recurring plan edit.

Improved status handling when pausing plans.

Improved timezone handling and edit flow.

🖥️ Dashboard & Donor Portal Improvements

Virtual Terminal

Cancel buttons can now redirect to custom URLs.

Donor Experience

Lifetime giving graph now defaults to last 9 months + 3 forecasted months.

Last donation dialog shows last donation in the currency of the organization.

Better date validation and input handling.

Improved checkout logic for smoother flows.

Supporter Management

Global search UI improvements.

Added address audit logs in supporter view.

✉️ Communication & Messaging

Added auto-responder support for all text messages.

Test emails now include “Test” in the subject line.

Fixed email editor issues (scrolling, buttons).

⚙️ Platform Improvements

Faster reporting and supporter filtering.

Better handling of complex allocations.

Longer fundraiser descriptions supported.

Improved donor journey display.

Improved portal behavior for inactive organizations.

🔒 Security & Data Integrity

Improved payment method flows for guest checkout accounts.

More resilient handling of allocations and payment operations for recurring installments and one-time payments.

📤 Import / Export

Fixed designation import mapping.

Improved validation during imports.

Exports now include transaction IDs.

🧠 User Experience Enhancements

Added “ask before leaving” prompts to prevent lost work in more create and edit flows.

Smoother navigation with improved history handling.

Updated pledge creation screens.

Better handling of date/time custom fields.

Enhanced table filtering and data display.

More consistent redirects in components.

📅 Data Management

Fixed donor preferred contact value backfill.

Added event data to schema for consistency.

Improved custom field handling across donor and transaction data.

Better timezone and date handling in reports and exports.

💳 Checkout & Payment Upgrades

Address Input Localization

Non US donors now see “Postal Code” instead of “Zip Code” across checkout, donor portal, and admin tools. The platform adjusts labels dynamically based on inputted country or location.

Enhanced ACH & PAD Support

For organizations processing in both the U.S. and Canada, donors can now seamlessly choose ACH (U.S.) or Pre-Authorized Debit (Canada). The system detects currency and only shows the toggle when both are enabled.

Improved Currency & Frequency Selection

Currency and frequency pickers are redesigned for mobile, with clearer visuals (flags, currency symbols) and larger touch targets for greater ease of use on mobile devices.

Apple Pay Auto-Registration

Custom domains are now automatically registered with Apple Pay (hourly). This removes the previous manual setup process, letting donors check out with Apple Pay instantly on new domains added in the dashboard.

💌 Messaging & Engagement

Auto-Reply Filtering

Inbox clutter from “out of office” and other auto-replies is now filtered automatically, when enabled at the org level, or individual address level.

Tag Management Enhancements

When creating tags, admins now see a confirmation popup, with each entry rule tabbed, giving you a sample of supporters in each entry rule audience to review before confirming and tagging supporters. This prevents accidental large-scale tagging mistakes and adds transparency for admins.

📊 Data Management & Reporting

Donor ID in Exports

Financial exports (payouts, transactions, pledges, recurring donations) now include the donor’s WeGive ID. This makes reconciliation faster and helps avoid confusion with duplicate donor records.

Custom Question File Downloads

Admins can now view and download file-type answers (images, PDFs, documents) from event registration custom questions, complete with secure signed URLs. This streamlines event management workflows.

Offline Payment Status Editing

Admins can edit the status of offline gifts (cash, check, wire).

🔄 CRM & Integration Enhancements

Virtuous V2 Webhooks

Virtuous sync now supports real-time webhook updates, with configurable pull frequencies and stronger duplicate detection. Virtuous still exhibits the limitation of being able to filter updated data by timestamps within a day, so automated syncs do take longer as the day progresses and changes accumulate.

Stripe Connect OAuth Flow

When connecting Stripe accounts there is now a secure OAuth flow for connecting existing Stripe accounts more seamlessly. This is in addition to the option that allows you to replicate an existing Stripe account to a new one dedicated for use with WeGive

🐛 Bug Fixes

P2P Fundraiser URLs – Custom slugs now save properly in all scenarios with clearer messaging on saving errors.

Fund Allocations – $0 and negative allocations now throw UI and API validation errors.

Tribute Dialog on Mobile – Upgraded UI for greater compatibility across devices

⚡ Performance Optimizations

Payout Processing – A more resilient, optimized, and concurrent system has been put in place for ingesting payouts.

Recurring Donations – A more resilient, optimized, and concurrent system has been put in place for processing recurring plans.

Event Filters – Event filter on transactions has been optimized, reducing query times to

Message Sending – Improved the sending rate for large broadcast messages

🔧 Technical Improvements

Journey + Message Rule Archives – Historical snapshots of journey rules are now stored, enabling months-later debugging.

✅ TL;DR (Quick Summary)

Localization + expanded ACH/PAD bank payments

Redesigned currency/frequency selectors for mobile

Apple Pay domain auto-registration (no setup delay)

Auto-reply filtering + safer tag management

Donor ID added to all financial exports

Offline payment statuses now editable

Virtuous real-time webhooks

Stripe Connect OAuth instant setup and onboarding

Key bug fixes (allocations, duplicate payments, tribute dialog, etc.)

Major performance gains in payouts, recurring donations, and search

🚀 Release Notes – August 2025

This release brings major upgrades across WeGive’s CRM integrations, checkout experience, messaging tools, audit logs, and donor journeys. From bulk Salesforce sync and expanded payment options to advanced filtering and full export coverage, this update gives your team more power, flexibility, and transparency in every workflow.

🔄 CRM & Data Sync Enhancements

Salesforce Bulk Uploads: Batch upload campaign members and communication list consents—sync hundreds of thousands of records in one request instead of individual API calls.

Virtuous Contact Sync Improvements: Now pulls updates directly from contact individuals, ensuring no updates are missed if only the individual (not the parent) record changes.

Raiser’s Edge NXT Integration: A new native integration is available for NXT customers.

Re-Sync from Record View: Any CRM-synced object can be re-synced directly from its record view page (not just tables).

Export Coverage Expansion: Nearly all dashboard tables (households, notes, tasks, files, pledges, P2P fundraisers, etc.) now support exports. All database columns for an object can be included.

💳 Checkout & Payment Upgrades

New Payment Methods:

Apple Pay and Google Pay now supported for Canadian merchants.

Pre-Authorized Debit supported via manual entry or secure bank login.

Offline recurring plans can now be created and tracked in the virtual terminal (check/cash).

UI & Currency Improvements:

Redesigned currency selector with search and support for many more currencies.

Frequency selector upgraded for consistency and easier use.

Option to autofill billing address from mailing address.

Configurable whether the “info card” displays as a separate step or inline above checkout.

Improved scrollability: long content on checkout steps now scrolls instead of overflowing.

Customization: Editable confirmation page header and donate button text.

Designation Pre-Fill: Checkout designations can now be pre-filled via query parameter by designation code (not just ID).

Fund Allocations: Fully supported in single-page checkout.

💌 Messaging & Engagement

Test/Resend Messages: From the message view, resend emails to specific supporters (draft or live) without using “Send Test.” Great for testing or targeting individuals.

Suppression Tables: Manage bounces, complaints, unsubscribes, and whitelists directly from the Engagement section. Import or delete entries as needed.

Help Text in Messaging: Clearer distinctions when sending marketing vs. transactional emails, so you know exactly how subscription preferences are respected.

Fair Market Value Variable: Now available as a merge tag in transaction-triggered events.

Error Debugging: New “Top Errors” table in Message Performance groups and highlights common delivery issues.

🧠 Journeys & Automation

Donor Journey View Page: See a supporter’s journey, history, status, last update, and next scheduled step. Journeys are editable—adjust steps or timing if needed.

New Journey Steps: Add/remove/subscribe/unsubscribe supporters to communication lists from within a journey.

Exit Rules: Journeys now support exit rules, mirroring entry rules. Supporters can automatically leave journeys based on triggers or evaluated conditions.

Additional Journey Actions: Add donors to a journey directly from a supporter record.

📊 Dashboard, Reporting & Exports

Designation View Page: Expanded with related data tables and KPI cards for better context.

Pledges Table: Now exportable, with added default views for active/all/archive.

Allocations Table: New default views (active, all, archived) improve navigation.

Advanced Filtering Everywhere: Every dashboard table now supports AND/OR logic, nested conditions, and hundreds of filters—matching the power of segmentation.

Exports Precision: Message analytics now display percentages to three decimal places.

🗂️ Donor & Supporter Management

Communication Preferences Page Customization: Fully control page text, visibility of elements, and even add images.

Supporter Record View Enhancements:

All communication lists (not just visible ones) now display with visibility status.

View and manage supporter tags more easily with “View All” option.

Confirmations when removing tags.

Household Exports: Household records now export with member lists.

Virtual Terminal:

Notes field for supporter input.

Consolidated flow for recording offline donations.

Help button for auto-splitting multi-allocation gifts.

🔐 Audit Logs & Compliance

Audit Log Expansion: 100% coverage across all objects, including who deleted/archived data during mass deletions.

Soft Delete Everywhere: All major objects now support safe archiving with recovery options.

Campaign Member Record View: New page shows campaign member details with integration logs and auto-logs.

Soft Credit Record View: Dedicated page for viewing soft credits, with logs and history.

📤 Imports & Integrations

Consents Table Views: Pre-baked active, all, and archive views.

RSS Feeds for NPO Fundraisers: Public fundraiser data is now available via RSS API feeds.

Semi-Annual Recurring Frequency: Added alongside monthly, quarterly, and annual pledge frequencies.

🧩 Miscellaneous Enhancements

Click-to-copy IDs across the entire app with cleaner formatting.

Supporter notes field added to both single-page and stepper checkout.

Implement popups can now be accessed directly from element tables.

Refresh button added to all dashboard tables for quick reloads.

✅ TL;DR (Quick Summary)

Bulk Salesforce uploads, Raiser’s Edge NXT integration

Apple Pay, Google Pay (Canada), pre-authorized debit, offline recurring plans

Advanced filtering on every table, full export coverage

Donor Journey view, new journey steps & exit rules

Message resend, Top Errors table, suppression management

Audit logs for all objects, campaign member & soft credit record views

Customizable comms preference page, expanded checkout UI & currency options

🚀 Release Notes – July 18, 2025

This release introduces powerful updates across the WeGive platform, including advanced filtering, SAML/OAuth login support, Salesforce and Virtuous sync optimizations, expanded audit logging, and deepened configurability throughout donor tools, messaging, and reporting.

🎉 New Features and Improvements

🔐 Authentication & Access Control

SAML & OAuth Login Support: Organizations using identity providers like Azure AD can now configure team member access through SAML or OAuth. This ensures better security and easier identity management for large teams.

Sign-In Redirect Customization: Admins can now define custom redirect destinations post-login. Combined with default home screen settings, this allows tailoring the user experience for different roles or workflows.

🔄 Salesforce and CRM Enhancements

Salesforce Sync Speed Boost: For organizations with very large datasets (e.g., 5M+ rows in a table), the sync engine now pulls data concurrently across multiple timestamp ranges, significantly improving sync reliability and speed.

Custom Record Type Mapping: Configure which Salesforce record types (e.g., donation vs. non-donation) are synced from WeGive, giving admins more granular control over CRM data integration.

Edit Custom Fields: Supporters, households, and transactions now allow editing of custom field values, enabling dynamic CRM workflows and manual adjustments without engineering intervention.

Apparent Campaign Relationships: Define relationships between supporters and campaigns programmatically, useful for inferred attribution models and broader campaign reporting.

💌 Email & Messaging Upgrades

Pre-header Text Support: You can now customize the preview snippet shown in email clients (Gmail, Apple Mail, etc.), giving your emails a more compelling opening line.

Gmail/Apple Mail One-Click Unsubscribe: Compliance enhancements now include headers supporting native unsubscribe features in major inboxes.

Test Group Sending: Send messages to internal testing groups with preset email addresses and schedule specific test send times.

New Message Variables: Insert dynamic values such as communication list names directly into messages using new variables.

Dynamic Message Previews: Message previews on the dashboard now scale based on message content length, making QA easier and more accurate.

📊 Reporting & Analytics

Scheduled Reports: Export reports on a recurring schedule (e.g., weekly or monthly) with your chosen filters and column settings. Delivered via email or dashboard download.

KPI Popups on Supporter Profiles: Hover or click to view supporter-specific KPIs (e.g., total giving, engagement score) without navigating away from their profile.

Pending Transactions View: While previously accessible through exports, pending transactions are now visibly available with clearer labeling and status indicators.

🧠 Journey & Automation Enhancements

Exit Rules: Just like entry rules, you can now set rules to automatically remove supporters from journeys—based on trigger events or audience conditions.

New Journey Actions: Add or remove a supporter from tags or communication lists as part of a journey step, expanding automation coverage.

Next Step Timing Visibility: Journey dashboards now show when the next step will execute, helping teams plan and debug automation flows.

⚙️ Checkout & Donations

Post-Donation Recurring Conversion: After completing a donation, donors can be prompted to turn it into a recurring gift, converting the one-time gift into the first installment.

Supporter Notes Field: Optional field on checkout where donors can leave notes (e.g., designations for unlisted missionaries); enabled in settings.

Dynamic Country Code Detection: Phone number inputs now auto-fill the country code based on the user’s IP address, defaulting to the org’s country if unknown.

P2P Fundraiser Presets: Admins can now pre-configure settings like whether fundraisers can allow sub-fundraisers or customize messaging.

🗃️ CRM Data & Tag Management

Soft Delete for Donor Tags: Tags and their relationships can be archived without permanent deletion, enabling future metrics like audience size over time.

Audit Logging Expansion: Ten additional models—including tags, supporter records, tasks, and files—now have full audit trails for changes.

Bidirectional Tagging: You can now both add and remove tags from donors via all major dashboard tables.

🛠️ Dashboard and UI Enhancements

Fund Allocations Display: For multi-designation gifts, all allocations are now displayed with concatenated names and a hoverable tooltip.

Improved Table Caching: Key data tables now leverage new caching infrastructure, resulting in much faster load times.

Advanced Filtering: Use nested AND/OR logic, relative date filters (e.g., "X days ago"), and custom field filters across all dashboard tables.

Event Enhancements:

Venue names now appear in event addresses

Separate designations for event donations vs. registrations

Registration status viewable on event detail pages

Mini campaign member table on campaign view pages

Custom Question Export: Custom registration exports now include a new column showing each registrant's lifetime donation amount.

Improved QR Code Check-in: Fixes for iOS and Android compatibility when scanning QR codes to mark attendees.

📤 Import & Export Enhancements

Designation Code Import: Admins can now import designation codes via the import tool for better cross-system consistency.

Supporter Address Visibility Controls: Toggle mailing/billing address visibility based on supporter profile type.

Expanded Export Options: All dashboard table columns (including custom fields) are now exportable to CSV.

🧩 Miscellaneous Enhancements

Duplicate Checkout Media Support: Cloning a checkout now copies its related images and media for faster campaign creation.

Household Field Editing: Household-level custom fields are now editable from the record view.

Time Picker Upgrade: The new picker supports full 24-hour time granularity and improved UX for scheduling messages.

✅ TL;DR (Quick Summary)

SAML/OAuth login, post-login customization

Massively faster sync for large Salesforce accounts

Scheduled reports, KPI previews, and improved transaction visibility

Journey exit logic, tag/list automation actions

Checkout notes, dynamic phone country code, P2P presets

Multi-designation transaction clarity, audit log expansion

Powerful AND/OR filters, improved QR check-in, dynamic message previews

Full-field exports, supporter address toggles, improved import tools

This release introduces significant new CRM capabilities, improved donor engagement tools, advanced analytics features, and enhanced flexibility for recurring donations—helping you better manage your relationships and optimize supporter interactions.

🎉 New Features and Improvements

🔄 Enhanced Recurring Donation Management

Post-Donation Recurring Conversion: Prompt donors to switch to recurring giving after donation confirmation, automatically treating the initial payment as the first recurring installment.

New Trigger Options: Triggers for recurring donation cancellation and pauses are now available for journeys and engagement automation.

Optimized Recurring Checkout UI: The user interface for recurring donation settings has been streamlined and improved for clarity.

📊 Advanced Click Tracking and Analytics

Detailed Link Click Logging: Comprehensive tracking of all links clicked within donor messages, showing individual clicks, frequency, top-performing links, and related KPIs.

Engagement Click Performance Table: Access detailed analytics for each message's performance directly within the dashboard.

🗂️ Notes, Tasks, and Files System

CRM-Style Notes and Tasks: Add notes, create tasks with due dates, assign tasks to team members, and easily track task assignments in your personalized task view.

File Storage and Management: Upload, store, and manage documents related to supporters and transactions directly in the dashboard, supporting comprehensive CRM usage.

Unified Data Tables: Dedicated tables under the Data tab for notes, tasks, and files to enhance data accessibility and organization.

🧭 Dashboard and Navigation Improvements

Improved Header Navigation: Quick access to the Engagement Calendar and Chatbot (AI assistant) directly from the header.

Left Navigation Enhancements: Clearer organization with AB tests consolidated under Elements and Events now featured as its own tab.

📨 Messaging and Communication Enhancements

Variable Fallback System: Implement fallback options for personalized message variables at the individual message level, ensuring messages remain professional and personalized even when data points are missing.

Individual Channel Unsubscribe Options: Expanded unsubscribe capabilities allowing supporters to individually manage preferences for mail, email, and SMS, rather than global opt-outs.

✨ Additional Enhancements

AI-Powered Suggested Donation Amounts: Enable AI-driven adjustments to suggested donation amounts based on donor-specific data using an RFM (Recency, Frequency, Monetary) model.

reCAPTCHA Security: Enhanced signup security through reCAPTCHA integration across dashboard signup forms.

3D Secure Payments: Added support for Stripe's 3D Secure authentication for safer transactions.

Improved Virtuous Integration: Major performance upgrade resulting in integration processes that run approximately 15 times faster.

Household Custom Fields: Create and leverage household-level custom fields for more refined supporter segmentation.

Salesforce Integration Updates: Enhanced mapping rules for household data, providing better CRM synchronization.

📈 Performance and UI Tweaks

Optimized Conversion Charts: Significant performance improvements on analytics conversion charts.

New Filtering Options: Filter recurring plans by creation dates and active status.

Double Opt-in Redirects: Option to redirect subscribers to a custom page after double opt-in confirmation.

Summed Fees Display: Now summing and clearly displaying total fees paid on payout pages.

✅ TL;DR (Quick Summary)

Post-donation recurring prompts and new recurring donation triggers

Comprehensive link click analytics in messages

CRM tools: notes, tasks, and file management

Improved navigation and dashboard experience

AI-driven donation amount suggestions

Advanced message personalization with fallback variables

Individualized unsubscribe options

Enhanced integrations, security updates, and performance boosts