System Update: Late April 2020

System Updates

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Features and Enhancements

  • Updated the HEPdata matching gift service sign-up form
  • Updated the wording on the toggle button that allows Qgiv users to include or exclude offline/unverified transactions in their fundraising goals. The language change was to ensure the function of this toggle is clearer to Qgiv users. The toggle now reads, “Include unverified offline and matching donations in fundraising thermometers”
  • Removed the duplicate skin toggle for organizations that don’t have HTML editing enabled to make cloning a donation form easier
  • Added personal information fields to Standard Field Mapping for the Bloomerang service integration. This includes fields for Facebook, Twitter, LinkedIn, Website, Gender, Birthdate, Job Title, Name Suffix, and Middle Name
  • Added Standard Field Custom Mappings to Bloomerang, DonorPerfect, MailChimp, and Salesforce integrations to make it possible to map the “Donated To” and “Donated to Name” fields. “Donated To” refers to the overall category of event, team, or participant and “Donated to Name” is the name of the specific event, team, or participant the donation was directed to
  • When attendees register for an auction event and enter their cell phone number in the participant details section, that number is saved and automatically entered into the “Bidder Info” section on the auction Virtual Terminal. With their phone number, Qgiv users can send a text to attendees inviting them to download the Givi app before the auction event.
  • Expanded the number of characters estimated using the %FirstName% and %LastName% tags to ensure messages are sent correctly and not exceeding the maximum characters when tags are populated with information
  • The “Messages” section for outbound texts now contains more information about messages sent through Qgiv. The information displayed now includes the date the message was sent, the original message sent, and the list the message was sent to.
  • When creating categories for peer-to-peer events, Qgiv users can select which waiver to use from the waiver drop-down menu. The default option is the default event waiver created in the peer-to-peer settings menu. Users can also elect to create a category-specific waiver. When the category waiver option is selected, a text box appears where the waiver can be added
  • From the team page in a peer-to-peer event, clicking a team member’s name opens their participant details page, which Qgiv users can edit as needed
  • Added a new message on the peer-to-peer categories page stating a category is required to process registrations for a peer-to-peer event
  • Across Qgiv, the use of “Donated To” and “Donated to Type” was assessed and made consistent in reports and service integrations so that these fields always refer to the same information
  • Added additional settings to the emergency contact settings for peer-to-peer events. Now, nonprofits can specify the number of emergency contacts a participant must name and can choose to require or just request the emergency contact’s cell phone number and email address. In addition, fields not requested can be hidden.
  • Nonprofits can now preview their peer-to-peer event’s registration process without pushing the event live. Users can select whether to view the registration process as a fundraising participant or non-fundraising participant from a drop-down menu. The button to preview event registration is located next to the “View Event” button.

Bug fixes

  • Corrected peer-to-peer offline donation import template so donations can now be imported correctly using the template
  • Taxes are now displayed in statements for Canadian clients

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