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.
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
Request email notification when donations made.
In order to properly acknowledge and connect with our donors, a detailed email notification for all donations would be very helpful. It could be a daily report as needed, only when there are active donations. The current method of only being notified via stripe is not a practical method. While I check the GL portal regularly when we have an active campaign, donations that come in very sporadically well after that time frame are too easily missed. (As I just discovered during a review of last year.) Thank you
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.
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!
Improve first/last name splits
When we import into our CRM, we are getting records with last names like “R Jones” and “J. Smith” because middle initials are mapping into the last name field. And donor lists don’t alphabetize correctly unless we correct manually. Surely we’re not the only organization for whom this is a huge challenge?
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.
Change of mailing address
Add a checkbox or something so that people can indicate if they recently changed their mailing address. We had a donor who made a donation recently whose address had changed but it was not obvious that it was a new address and did not get updated in Salesforce.
Google Tag Manager Integration: Facilitates Google Analytics, Facebook Pixel, and more!
Integrate Give Lively campaign with Google Analytics