Release Notes August 20, 2025

🚀 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