Roadmap
Changelog
Latest Updates - February 2, 2023
improved
Thank-you message test emails for fundraising pages using the second-generation payment form now use an updated second-gen thank-you message template.
At present, this specifically applies to the creation or editing of thank-you emails in the Core Profile section of the Nonprofit Admin Portal of nonprofits that are using the second-generation form. This builds upon the rollout of our new donation payment form. Learn how to write a thank-you message to donors.
Donors are automatically scrolled to the top of each successive page when navigating the donation process via the second-generation payment form.
This improves the user experience of the second-generation payment form. Understand Give Lively’s different generations of payment forms.
Latest Updates - February 1, 2023
new
To assist donors who file U.S. taxes, we've arranged easy and secure access to a personalized summary of the donations they made to nonprofits that used our fundraising platform in 2022.
This was done in anticipation of this year’s U.S. tax season and in compliance with U.S. federal tax law. All Give Lively member nonprofits that received a donation in 2022 will soon be advised of this so that they can support their donors’ tax needs. Donor tax summaries (as well as individual donation receipts) are located in the Give Lively User Portal. Read what and where the Give Lively User Portal is and how donors can find their annual summary of donations.
2022 tax summary
Latest Update - January 26, 2023
improved
We have relaunched the Member Stories page with expanded nonprofit profiles!
As part of our ongoing effort to keep givelively.org up-to-date and instructional, the Member Stories page now includes the ability to filter real member stories by each fundraising product Give Lively offers. The nonprofit profiles have also been expanded to show and explain more examples of fundraising pages and other features. Throughout 2023, we will fold in additional profiles showcasing Give Lively members and the amazing work they do.
Latest Update - January 20, 2023
improved
Nonprofits can now search for a Giving Basket line item by a donor’s email address in the Reports Portal.
The search tool is at the top of the
Line Items (Giving Basket)
on-screen report and this new search rubric makes it possible to jump to a specific donor’s donation(s). Users must select the search rubric from a dropdown list that also includes
Order ID
(recently added) and
Full Name
(recently added). Learn what information is available in the Reports Portal.
When a nonprofit filters Giving Basket line items by date in the Reports Portal, results are determined by donation time in the nonprofit's timezone,
if one is specified in the Core Profile of member nonprofit or in the GuideStar profile of other nonprofits receiving donations through the Giving Basket. If there is no timezone specified, results are set to Coordinated Universal Time (UTC). Understand how Give Lively uses UTC for donation receipt times and dates and learn how to select the timezone for your nonprofit as you set up your Core Profile.
The default date range for on-screen Giving Basket donation data reports has been expanded to three months.
This is an increase from the previous range of one month. New instructional copy has also been added to make clear how on-screen reports work. Learn about the Nonprofit Admin Portal and about the Giving Basket Reports Portal.
Nonprofit admins may see a “reversed” status in the
Transfer Status
column of their
Transfers
report in the Reports Portal, if applicable.
In addition to the new “reversed” status, the
Transfer Status
column can state “succeeded”, “pending” or “failed”. Learn what information is available in the Giving Basket donor data.
Latest Update - January 14th, 2023
improved
Several enhancements have been made to the Give Lively for Salesforce app.
  • A warning will be displayed if the Salesforce integration user lacks the necessary Salesforce permissions to refresh information or create/assign Give Lively custom permission sets. Learn more about permission sets in the Give Lively for Salesforce application.
  • Admins can use a newly added toggle to disable/enable hourly syncing as desired.
image_2_OP1
Payment receipts in the User Portal now include details about donation dedications.
This builds upon a similar update in automatic payment receipts and is in sync with the redesign of the giving history and receipts in the User Portal and the rollout of our new donation payment form. Donors can view this dedication information in the User Portal by clicking on
View Receipt
for any payment shown in the
Payment history
tab. Learn how to add the ability for donor’s to give in honor or in memory of someone and how to send a customized thank-you message to donors and ticket purchasers.
Nonprofits can now search for a Giving Basket line item by a donor’s full name in the Reports Portal.
The search tool is at the top of the
Line Items (Giving Basket)
on-screen report and this new search rubric makes it possible to jump to a specific donor’s donation(s). Users must select the search rubric from a dropdown list that also includes
Order ID
(recently added). Learn what information is available in the Reports Portal.
Latest Update - January 13, 2023
fixed
We fixed an issue in the donation syncing process of the Give Lively for Salesforce app.
This issue had prevented recurring donation records from being created for monthly gifts made via the Core Profile for some nonprofits. Learn about your options when data mapping donations with the Give Lively for Salesforce app.
UTM codes once again track the
utm_source
of donations made via a direct link to a Team Fundraising page.
For those donations, the UTM tracking value (for example “text” or “facebook,” depending on the added code) will appear as it should in the
utm_source
column of donor data CSVs exported from the Nonprofit Admin Portal or in Stripe payments metadata. Learn more about using UTM codes to track fundraising campaigns.
The search function on Leaderboards is operating normally again.
For a short time, the Leaderboard would disappear if the built-in search tool was used. Learn more about how donors view the Leaderboard.
Latest update - December 28, 2022
improved
Nonprofits can now search for a Giving Basket line item by
Order ID
in the Reports Portal.
This added search tool is at the top of the
Line Items (Giving Basket)
on-screen report and makes it possible to jump to a specific
Order ID
. Learn what information is available in the Reports Portal.
Latest update - December 22, 2022
improved
Automatic payment receipts emailed to donors now include details about donation dedications
, including the name and email address of the dedicatee. This builds upon other updates to the receipt, in sync with the redesign of the giving history and receipts in the User Portal and the rollout of our new donation payment form.dedication closeup_OP2Donors can also view dedication information in the User Portal by clicking on
View Receipt
for any payment shown in the
Payment history
tab. Learn how to add the ability for donor’s to to give in honor or in memory of someone and how to send a customized thank-you message to donors and ticket purchasers.
On-screen Giving Basket donation data reports now have a default date range of the past one month.
This is the case for the
Line Items
,
Transfers
and
Checks
reports in the Nonprofit Admin Portal (for nonprofits with a
Giving Basket data
page) and the Giving Basket Reports Portal. In both cases:
  • Data from other periods can be viewed by adjusting the date filters and clicking
    Apply
    .
  • Clicking on any row reveals more detail about a specific item.
This is all in addition to the expanded, comprehensive information available via CSV export of donor data. Learn about the Nonprofit Admin Portal and about the Giving Basket Reports Portal.
Latest update - December 15, 2022
fixed
The
Recent Donations
list on Peer-Based Fundraising pages shows donations in their correct $xx.xx format.
Before the fix, donations with cents in multiples of ten would drop the last zero; for example $50.10 would be shown as $50.1. Learn how to create successful Peer-Based Fundraising pages with our ultimate guide.
Latest Update - December 14, 2022
improved
Several backend updates have made important improvements to the general security and data integrity of our digital operations.
This is part of our ongoing commitment to a refined user experience and enhanced security. Learn how strongly we believe in data privacy and security.
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