Conditional Merge Tags
I'd like the ability to create conditional merge tags. Right now if purchases a free ticket they will get the same thank you all someone who purchases the same ticket and donates. I'd like to be able to change the thank you message based on specific donation parameters. Thanks!
CSV options that include listing by ticket sold rather than by purchase made
My organization is running a fundraiser with different tiers. Each tier has a certain amount of free give-away materials that we have to acquire. When I download the CSV, the rows are arranged by purchaser -- meaning that if someone buys 4 tickets for the Black Bear Tier, there's only 1 row. That seems fine, until I start trying to create a table of totals -- I can easily do a =COUNTIF function to search for the times that "Black Bear Tier" is listed, but that's not the actual number of tickets sold. In order to calculate those numbers I have to create a script, and I'm not a coder, nor is anyone in our organization, and its really beyond me. So having the option to have the .CSV file created where there is one row for each ticket sold would be ideal -- something like a ticket oriented .csv vs a purchase oriented csv. Same information, just a different way of generating it that could save folks like me alot of headache...
Campaign reports are very confusing. When you go into further donor detail, they are never in any sort of order. Would be great if they stayed in chronological order.
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.
Improve donor name splits on export (fix middle initials at start of last name)
Gift exports split donor name into first and last fields, but any middle initial ends up at the beginning of the last name field. Very unhelpful. Likewise "Jane and John Smith" turns into "Jane"/"and John Smith" rather than "Jane and John"/"Smith.
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.
Google Tag Manager Integration: Facilitates Google Analytics, Facebook Pixel, and more!
Integrate Give Lively campaign with Google Analytics
Allow for Additional Custom Fields and allow to map them to Salesforce
It would be super helpful to have 3-5 custom field options, and the ability to map them to Salesforce. 1 custom field just isn't enough.
Give Lively Dashboard: CRM
Any thoughts of creating a CRM for nonprofits? You all do such great work, might be a great way for us to just use Give Lively, Dashboard, ways to email donors? Track our Major Donors, Thank you notes, etc.
Employer Match Field
It would be nice to be able to ask if a donors employer offers donation matching, and if so what their employers name is. I know there is the Double the Donation feature, but for some organizations who don't want to spend $500/year on it, it would be helpful to simply ask the donor.