🚀 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