Release Notes June 22, 2025

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