notifications for donations
I'm not sure why this still isn't a feature, but it would be nice to be notified when someone donates! it's hard to track things when you don't know they are changing, and every other system we've used allows you to set a notification by email.
Schedule Recurring Donation in the Future
It would be very helpful to be able to schedule a recurring donation to begin on a date in the future.
Live "Shareable CSV Link" for core profiles
I'd like to see a live raw data link that can be uploaded into google drive, salesforce, notion, etc. This feature exists within events but not the core profile. Currently, I need to run these donation reports manually for our core profile.
Test Message for Thank You Emails
It would be VERY helpful to preview what an actual generated thank you email would look like. It is very hard to design without seeing this.
Different thank you emails for one-time vs. monthly
It would be nice if it were possible to customize the thank you emails sent out for one-time vs. recurring gifts. We would want to use different messaging to acknowledge our monthly donors. At the risk of over-complicating, it would further be preferable to send one message for the first monthly gift from a donor, and a different type of message for subsequent monthly gifts.
Send Admin Copy of Thank You Emails After Gift is Processed
When a donation is processed, the system should send an admin a copy of the acknowledgement email. This allows us to pass along to our accounting department for donation backup in a really easy way.
Customize sender address from Give Lively emails
The Sheridan Story is requesting the ability to send an email via their own email address instead of firstname.lastname@example.org .
Move donations from campaign to fundraiser in admin portal
We've had several donors accidentally donate through the wrong page, and while we're grateful support can handle it on the back-end. I'd love to be able to move those over myself.
More Customizable Thank You Email
In general, it would be great if we could have more control over the Thank You email through the admin portal. Specifically, we would like to be able to update the language on the tax receipt so that is in line with the legal language our organization uses.