Customize donor form
Allow nonprofits to create customized fields to capture optional or required information from donors. (i.e. What inspired your gift today?)
Widget/Checkout Dedication Fields and Notifications
Many of the donations to our organization are deductions or tributes (in honor or memory). We’d love to start using the GiveLively checkout, but the dedication only allows the collection of the dedicatee’s name and an email address for notification of the gift. Typically, our donors only have a dedicatee name and maybe a notification mailing address. Our organization prefers to take care of notifications to the appropriate person(s). We’re not sure how many donors wouldn’t know a proper notification email address, but we assume it will be a significant percentage. Ideally, we’d like to present the donor with an either, neither, or both option (mailing and/or email). The Additional Questions (Beta), Mailing Address (Hide/Show), Required before payment option potentially addresses this, but when presented to the donor, is not intuitive. If the required before payment option is selected, a donor would assume the credit card billing address should be entered (a typical checkout). Entering the mailing address after the transaction isn’t intuitive either. I’m sure a donor would prefer to know the proper dedicatee information has been entered prior to making the donation. My suggestions are; 1) Allow the option to display both the billing and shipping fields during the Stripe checkout, but don’t make them required. 2) Allow enabling some customizable Stripe meta data fields. These options would allow quite a bit of flexibility for various GiveLively user requirements without any obligation for GiveLively to store the transaction data details. Passing checkbox (true/false) dedication meta data to Stripe could also solve the notification problem that some users are requesting. Thanks for making the GiveLively platform available and your continued work to facilitate user feature requests.
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!
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.
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.
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.
Date Format incompatible with excel
Please change the date format so that it will be recognized as such by excel when a csv report is downloaded. It causes unnecessary extra steps in formatting the report for import and in simply sorting the report by date.
Campaign details in Paypal
In Stripe, it shows the details of what campaign your donation came from. If the donor chooses to pay with Paypal, no information is sent and it is difficult to associate it with a campaign. Can you add that information?
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.