Feature Requests

It would be very helpful if we could create/set which emails to send for each checkout. Currently, if we want to set a different email, we need to go into engagement and create a new email and then set up rules to make sure that that email sends with that checkout and make sure the default email doesn't send out as well. Even if we could just set/make the success email from the checkout builder that would be amazing!

We have many donors who give one time where they would prefer to set a non-round number for the donation. If this could be allowed as an option on the checkout our donors would be very happy.

Ability to natively support syncing the date a payout was paid out to Salesforce.

Many 401(k) or 529 / education savings accounts provide tools that offer their participants an option to automatically increase their contributions by a percentage or fixed amount each year. Could we give recurring donors an option to automatically increase their recurring gift each year? Donors would choose an annual percent or amount by which to increase their gift and an optional maximum amount. The recurring plan (scheduled donations) model would need new fields for: annual_increase_pct annual_increase_amt max_annual_gift_amt A new background process would need to calculate the appropriate recurring gift amount change and adjust the recurring plan amount at the start of each new year and record the change in the plan’s audit trail. Triggers for the automatic recurring gift amount increase and for reaching the maximum automatic increase amount would allow nonprofits to notify and celebrate donors who chose this option.

Ability to customize the existing tax document template rather than have to build from scratch when customizing.

When purchasing multiple tickets from the ticket registration element, add the ability to assign tickets to specific attendees and collect their names.

A "large" block of text in an impact card looks really odd when a URL is added. I'd love to see a separate "Link Text" or "button text" option to customize what the call to action element is on a given Impact Card. If the body of the Impact Card could be a Rich Text Formatting block or WYSIWYG (including options to add images, even if only via a src link hosted elsewhere?), that would be nice too. It would allow for more dynamic content, links to events, links to recent messaging or news, and more. I like the idea that the donor portal could be a sort of one-stop-shop for certain segments of donors to access all the things we'd want them to have access to. Combined with the author-filter option, it could make the Impact Cards and the WeGive portal a really powerful way for our donor officers to share content with their various donor portfolios. I also had to do some messing with the styles of the Impact Card through GTM. The card title is smaller than the body content, and everything came out bold on our first test. I did notice that despite it not being a WYSIWYG, the text did seem to accept me pressing "Ctrl+B" to make a sentence in the body bold. However, there is no change to the body text on the backend/impact card content builder, so you'd never know it was bolded until it's published.

Impact Cards would be a really useful way for our team of mid, major, recurring, legacy, and Young Pros relationship development staff to customize messages to their various audiences and tiers of donors. Right now, Impact Cards cannot be sorted based on the "content owner/author," but if they could be, it would allow our internal staff to manage only their audience content, and even add triggers to add one-to-one messaging if needed for things like exclusive event invites. Current targeting functionality works great, but managing content on the backend isn't clear enough to make it possible for our internal staff to see what content is theirs to own and manage vs someone else's.

Modules would become even more powerful if you could edit the content of an existing module and have it update in all uses across all email messages. Would come in handy when we have so many messages using the same modules. Like updating a signature block if someone changes job titles or phone numbers or something. Or updating the default transaction information across multiple segmented audience receipts. That is assuming it's even possible... I imagine it is, but is likely involved. We use an email builder called BeeFree that added that functionality a couple years ago. Could be an interesting resource for your dev team.