Edit address info to allow for international addresses
Change address info to allow for international addresses to be entered into donation form.
Include SF Opportunity ID in Admin Portal exports
When applicable, include the SF opportunity ID in the Admin Portal exports to easily cross reference records that have synced to SF in one report.
Receive copies of tax receipts sent to donors
Our auditors request that we can show them the process of a donation from start to finish, including ensuring the tax receipt matches the donation. This would help us provide greater transparency and strong documentation.
Individual Breakdown of Donations
I would like a way to pull a detailed summary of each individual donation instead of the exported spreadsheet which is not well formatted. Our accounting department requires a detailed breakdown for each individual donation rather than one long list of each donation.
Zip Code/Postal Code not formatted in export
When exporting data to excel, the zip code in mailing address is not formatted correctly, which causes issues for US zip codes that start with 0. With a small volume this may be easy to track and fix, but overtime will become unwieldy.
Monthly Donor Data
Create way to pull emails of/ engage with current monthly donors for monthly donor newsletters and other things. Data would change as monthly donors sign up and cancel recurring donations.
Google Tag Manager Integration: Facilitates Google Analytics, Facebook Pixel, and more!
Integrate Give Lively campaign with Google Analytics
Add Net Amount To Donor Export
Incude the net amount received from donation (minus fees paid to Stripe) in donation export to facilitate distribution by campaign
Create receipt_sent_at column for donor data exports
For auditing purposes - include a column for receipt_sent_at column in Admin Portal exports
Choose Location of Additional Question
Currently, if you want an Additional Question to be Optional, it is automatically put after the transaction is complete. We would like to ask people to share anything they like about their donation (why they were inspired, whether they want it designated toward a specific program, etc.) and I've already had one person say they were frustrated that they couldn't share anything like that before they made their donation, so they didn't make one and called me instead. While I love talking to our donors, I don't want them feeling frustrated. If I could move the question to earlier in the process, problem solved!