Learning about the latest feature updates

Fundraise Up lives on a rolling release cycle - once we're confident you'll like an update, we get it out to you!

The following are feature updates we'd like to highlight, with links to pertinent help articles.

To see info on planned work and to submit feature ideas, visit our product portal!

If you don't see an expected update on here or in the product portal, please reach out to our support team or your dedicated success engineer; we're happy to answer any questions anytime.

December 2021

  • New integration options:
    • HubSpot uses subscription types to store what types of communication a contact has or has not consented to receive. The HubSpot integration now has an optional subscription type dropdown to allow you to control which subscription type is updated on Contacts based off the donation's mailing list response.
    • The Neon CRM integration now offers more datapoints under the Donation entity, allowing you to map info like donation source, fee breakdown, record and page urls, and more to custom fields on Transaction records in Neon CRM.
    • The EveryAction integration now offers controls on the Email Status saved on Contacts in EveryAction if the mailing list checkbox was not offered during Fundraise Up checkout. For regions allowing implied mailing consent, it can be set to Subscribed; for all other jurisdictions, we recommend leaving it blank to ensure compliance.
  • Custom domain names for Donor Portal can now be set up without engineering assistance! When editing your URL in the settings page for Donor Portal, you can now choose to use a custom domain instead of the Fundraise Up default (donorsuppport.co). 

November 2021

  • New payment options:
    • Fundraise Up accounts with Australian Stripe accounts can now enable BECS Direct Debit as a payment option, allowing donors to give directly from their Australian bank accounts! 
  • To better support donors from the UK, in all Fundraise Up checkouts (public and Virtual Terminal), when mailing address country is set to United Kingdom, Loqate is now used as the address autocompletion engine and can provide suggestions based off of entered Postcode and Street Address.
    • In the public checkout specifically, when mailing address country is set to the United Kingdom, the Postcode box moves to the top of the form to help donors use it for address autocompletion.
  • The default Terms text now contains no sample links, and any Campaigns which had enabled Terms and left the text with the original sample links directing to our non-working sample page (https://yourwebsite.org/terms, for example) have been edited to remove those non-working links. 
  • Supporter First Name and Supporter Last Name are now available fields for the Opportunity Name editor in the Salesforce integration's settings page. 
  • In a review of the success vs fail rates of our bank-based payment methods, we've made the following adjustments to existing minimums. These minimums only affect public donation checkout - all Bank Account methods that appear in Virtual Terminal still have no minimum donation amount.
    • For US accounts:
      • Plaid (instant ACH) is offered in public checkout for all USD donations, if enabled.
      • Classic ACH is offered in public checkout starting at 95 USD.
    • Bacs (UK Direct Debit) is offered in public checkout for donations starting at 2 GBP.
    • BECS (Australian Direct Debit) is offered in public checkout for donations starting at 2 AUD.
  • We've improved how donation checkout handles when a donor donates as a business. If an On Behalf Of (aka Business Name) value is entered during checkout:
    • the Corporate Match (Double Your Impact) screen of checkout will not be shown, as only individual donations can be matched by employers,
    • and for UK accounts, the Gift Aid screen of checkout will not be shown, as only individual donations are eligible to be claimed for Gift Aid.
  • We've added a new email template named "Recurring Plan Failed", sent to the donor when a Recurring Plan fails enough installments that the whole plan is considered "failed" and stops making new installments.
    • The email template contains a "Reactivate My Donation" button that takes the donor to enter new payment information, which will change their plan back to "active". 
  • Element statistics now default to showing activity from the past 30 days, and the column header has a new dropdown menu to allow you to control the date range for statistics.
  • tributeHonoree is now an available URL API parameter, allowing you to send donors to checkout with a tributee name suggestion pre-filled.
  • Tributee name can now be always shown to donors, rather than being gated behind a checkbox. This selection is available on a per-Campaign basis.
  • For P2P Fundraisers, "End date" has been changed to "Goal date" in all locations except exports, so as to not disrupt existing export/import flows if based on column name. This change was done to reflect how that field actually works, given that passing that date doesn't "end" the fundraiser, but merely is the organizer's hope for when they'll hit their goal amount.
  • Virtual Terminal now shows the actual common names of the bank-based payment method being used; (US sees "ACH", CA sees "PAD", UK sees "Bacs Direct Debit", AU sees "BECS Direct Debit"). Similarly, the full names of those payment methods in the options settings screen are clearer now, to make it glanceable what regions they are usable for. 
  • To better support visual accessibility, the Close button in the top right has been redesigned with a built-in background to provide higher contrast.
  • The P2P tab now totals online amount and offline amount to get the result for the "Raised" column, making it easier to assess actual total performance per-fundraiser.
  • The Virtuous CRM integration now syncs reversing transactions to Gifts when donations are refunded, instead of deleting the Gift as was necessary previously.
  • Clicking "Bank transfer" during checkout when only one option would be available now takes the donor directly to that payment option's screen, instead of taking them to an unnecessary interstitial screen with only one option.
  • When adding Question columns to an export template, the default format for new columns will provide the most frequently needed value, the Answer, instead of defaulting to providing the Question Code. As always, you can change the format per-column using the format dropdown.
  • You can now choose the preview style for mailed tributes in Donor Portal. The current options allow you to choose between the new letter and envelope preview and the original postcard preview. 
  • EveryAction syncing now offers batch syncing for high-volume, providing a massive speed increase to ensure that data in EveryAction is kept as current as possible. 
  • CRM Integrations that sync Recurring Plans to a separate object now include newly created Recurring Plans with start dates in the future, such as those created via the post-donation upsell or in Virtual Terminal, in the automatic sync.
  • Regions which impose tax on donation-associated charges (such as Australia, New Zealand/Aotearoa, and Ireland) now display "Tax amount" as a line item on Donations, and make "Tax amount" and "Tax currency" exportable.
  • Choosing ACH in Virtual Terminal before contact info has been entered now no longer flags Phone specifically and solely as the missing field. 

October 2021

  • New payment options:
    • Fundraise Up accounts connected to UK Stripe accounts can now enable Bacs Direct Debit as a payment option, allowing donors to give directly from their UK bank accounts! 
  • New and improved Tribute features:
    • The new Tribute flow is now standard, ensuring that donors that choose to dedicate their donation to someone have a fast experience during donation and a positive experience while composing their card or e-card, if applicable.
    • Any export templates of the export type "Shared Tributes" can now also include the supporter's own mailing address, if provided. This should help organizations who include the supporter's mailing address on printed cards as a return address or destination for thank-yous.
    • Donations and Recurring Plans with tributes shared via printed card will now once more show up in list views with a mailbox icon in the right hand side icons for easy viewing.
  • New and improved Integrations:
    • The Zapier Integration now includes 15 new fields, including 3 fields specific to UK compatibility. Now, you can automate actions based on a more complete picture of your data!
      • This includes a broader array of status change dates, element fields, donation source, "on behalf of" business name, fundraiser fields, and Gift Aid fields.
    • The Neon CRM Integration now appropriately associates any donations with On Behalf Of populated to the Company Account record found or created at the time of sync.
  • On Behalf Of (the business name for a corporate donation) can now be edited for existing Donations and Recurring Plans by editing their "Personal Information".
  • Anonymous Donation (whether a gift should be acknowledged publicly) can now be checked or unchecked for existing Donations and Recurring Plans by editing their "Personal Information".
  • All dashboards now allow multi-select for dropdown filters! You can select multiple options in any list-style filter dropdown by hovering over any option and checking the checkboxes on the right side of each listed option.
  • The underperforming Thank You Screen option to suggest starting a P2P Fundraiser has been fully deprecated, with all Campaigns with that selected reverted to the much more impactful Thank You Screen option which shows optimized social media buttons. 
  • Legacy Element code has been fully deprecated and will no longer be used to render Elements on-page. If you had any V1 Element codes on some pages that have not been replaced yet, please use our Swapping Elements guide to replace them with new Elements, creatable and maintainable from your Fundraise Up dashboard. 
  • The verification dialog admins or donors see when verifying their bank account details via micro-deposit amount now has correct information about the number of retries allowed.
  • In the Bank Verification emails that a donor received when verifying via micro-deposit, the mockup of their bank statement in the email now appropriately shows AMTS as the line item, given that that's the statement descriptor Stripe uses for micro-deposits specifically.
  • UK Fundraise Up accounts now have Mx as a value in the UK-proprietary Title dropdown, allowing visitors who want to provide a title but specifically want to provide a commonly gender-neutral title to do so. 
  • When entering an Address, if Ireland is set as the Country, the code label is now EIRCode instead of Zip Code as previous.
  • Say goodbye to donors writing long beautiful tribute messages that sadly don't fit on your mail provider's Tribute cards! There's now a Tributes page in Settings which includes an option to set a postal message character limit for Tributes. 
  • Export Templates for Recurring Plans can now include columns for donation source, payment processor, payment method, and partial credit card info.
  • Enabling Apple Pay is now more intuitive, guiding you through the validation experience rather than leaving it as a secondary step. Additionally, we now auto-validate www/non-www variants on the same domain (so, validating example.com would also cause us to validate www.example.com and vice versa).
  • Double-spaces between words in Emails will now be automatically stripped out to remove accidental double-spaces when using merge tags that fill in nothing if no value is saved.
  • UK Fundraise Up accounts can now control whether to ask for title at all, and additionally if it's asked for, whether to make it optional or required.
    • We strongly recommend leaving title optional if possible; requiring title of all donors may cause you to lose donations due to extra form fields and may alienate donors who do not like to provide title or who do not find their option of choice in the menu.
  • Supporter pages and views now display a more appropriate Lifetime Donated amount, as it now only includes successful Donations.
  • PDF Receipts are now optional; if needed, the button to disable PDF receipts is available on the Receipts page of Settings, at the bottom of the page.

September 2021

  • Tributes have received a comprehensive overhaul, and our updated Tributes help article now covers the entire Tribute process start-to-finish.
    • As there are now more donors adding and sharing their Tributes post-donation, we've added a Shared Tributes export type to help with keeping tabs on Tribute activity.
  • New and improved dashboard options
    • The filters on the Insights tab now allow multi-select! Select multiple options for the Account, Campaign, Designation, and Source filter dropdowns by using the checkboxes on the right side of each listed option.
  • New P2P options
    • P2P Fundraisers can now have an optional Designation, allowing supporters to run fundraisers aimed at a particular cause or bucket of funds. 
    • P2P Fundraisers now have a Display Name field, allowing your supporters to make fundraisers titled for particular occasions or events, teams, or simply to use a different public name than their provided first + last name. 
    • You can now associate Questions with any P2P Buttons or Links. Anyone starting a fundraiser using such an Element will also be asked all associated Questions during fundraiser setup.
    • You can now set the default value of any Custom Fields for any P2P Button or Link Elements. Saved Custom Field info is visible in the dashboard and exportable in exports of P2P Fundraisers.
  • Your Fundraise Up account now shows more explanatory tooltips and links to help articles throughout the system, including on all top-level tabs (Donations, Insights, etc) and most Settings pages.
  • Supporters can now access and edit their Profile from Donor Portal, allowing them to set their desired name and email address for use with Donor Portal and their ongoing Recurring Plans.
  • For Donations and Recurring Plans that were created by one of your users in Virtual Terminal, you can now export their User ID, first and last name, and email, or map that info to your CRM.
  • The Virtuous CRM Integration has graduated from beta after a round of rapid improvements sourced from your early feedback. Our thanks to all our beta participants and early adopters!
  • Images you add to the content of your Email Templates using the rich text editor can now act as links, allowing for more dynamic and engaging email content.
  • The Logo set in your Email Defaults can now be scaled more dynamically using the Logo Height slider, allowing you to set your logo to any height between 50px and 80px.
  • UK Fundraise Up accounts now show a title dropdown in donation checkout, fundraiser setup, and tribute card creation. This dropdown defaults to being optional, and starts off blank for donors, both because title often constitutes demographic information and because no title list is ever or can ever be comprehensive.
  • The informative FAQ on the side of checkout is now more intelligent, only displaying "Can I cancel my recurring donation?" if you allow donors to cancel their own Recurring Plans via Donor Portal.

August 2021

  • New and improved regional features
    • PAD (Canadian Bank Debit) is now available for Canadian Fundraise Up accounts!
      • If PAD is enabled as a Payment Method, and a donor chooses to pay in CAD, the Link to Bank button in checkout & the Bank Account option in Virtual Terminal will offer options to authorize donations from the donor's Canadian bank account.
    • Gift Aid is now available for UK Fundraise Up accounts!
      • If enabled on a Campaign, donors will be able to declare whether you should claim Gift Aid on their donations, and that info will be fully exportable, mappable to your CRM, and available within your Fundraise Up account.
      • If Mailing Address is enabled and optional in checkout, donors who declare Gift Aid will be required to provide their address regardless, to ensure data compliance.
      • Gift Aid declarations can also be taken when making donations on donor's behalf using Virtual Terminal.
  • New and improved dashboard options
    • The Insights tab has a brand-new Source filter, allowing the results of the Insights blocks to be based on just donations and recurring plans from particular sources.
  • New and improved Integrations
    • Our Virtuous CRM Integration can now associate Gifts with Segments automatically.
    • Element ID, Name, and Type are now available datapoints for Mapping Rules. 
  • Element ID, Name, and Type are now available datapoints within Donation and Recurring Plan Export Templates, all Javascript API events, and our Google Tag Manager template.
  • Donation records now display more granular dates. Success Date will always display, and Refund Date/Failed Date will display if populated.
  • The Thank You Screen of donation checkout has received some UI attention. Social Sharing buttons are now styled like buttons with a larger clickable/tappable area, and there's now a Close link at the bottom of the pane.
  • Virtual Terminal now uses your Fundraise Up account's country setting as the default for any phone or mailing address fields.
  • Some donors were experiencing issues with their auto-fill browser behaviors putting their email address in the name fields during checkout. We've added validation specifically to prevent the @ symbol from being used in name fields to catch these cases.

July 2021

  • New and improved Integrations and Marketing Pixels:
    • Our Virtuous CRM Integration is now available in open beta. We are more than happy to assist with connection, so if this is of interest to you, contact your Success Engineer today!
    • Your Fundraise Up account can now send data for your Pixels directly via the Facebook Conversions API, supplementing and reinforcing the data sent via browser Javascript events.
    • Our EveryAction Integration is now available in open beta as well! Please be advised API access is conditional based on EveryAction's determination, so feel free to reach out to your Fundraise Up Success Engineer if you'd like assistance starting that discussion.
    • The Javascript browser API will now provide more information in cases where a visitor opens checkout and closes it without completing a Donation.
  • You can now edit the saved Custom Field values on Donations and Recurring Plans within the dashboard.
  • Supporters can now see more details of one-time Donations in Donor Portal, including any Tribute and Comment they included while making each Donation.

June 2021

  • New and improved Elements:
    • The New Element popup now has buttons to filter the list by category, making it easier to find just the Element you need without having to scroll or read every description.
    • Goal Meters and Stat Counters now allow you to control what Currency is shown on a per-Element basis, rather than always using the account default.
  • If the Double the Donation Integration is enabled, donors making a gift lower than their employer's minimum match amount will be offered an upsell to make sure their donation is eligible for a corporate match.
  • The new Exports tab has received a slate of improvements, including:
    • Renaming controls for any column, to assist with legibility and easier preparation of files for imports.
    • More format controls for Checkout Question columns.
    • More granular date fields, such as Cancellation and Failed Date for Recurring Plans, and Success and Failed Date for Donations.
    • Donation exports now can include a file column for Latest Payment Error Message, to assist with triage of failed, pending, and retrying Donations.
  • CRM Integrations have now received some improvements as well, including:
    • The Success Date and Failed Date datapoints, in addition to the existing Donation Date which represents when the Donation was first created.
    • The Latest Payment Error Message datapoint, which is most useful for our Salesforce integration which can sync over failed, retrying, and pending Donations.
  • Donors will now have an easier time changing the Designation (and adding Comments) on their Donations, as those parts of checkout are now underlined when clickable.
  • We now present only the applicable payment options for donors visiting checkout via the TikTok in-app browser.
  • Campaigns that use the "Redirect to URL" Thank You Screen option can now opt-in or opt-out of including PII in the redirected donor's URL parameters. This'll help orgs that use advanced analytics better stay compliant depending on their platform's requirements.
  • Donor Portal content can now include tel: and mailto: links, allowing you to show phone numbers and email addresses that, when clicked, open the visitors' mail client or phone dialer.

May 2021

  • The new Exports tab is now in an open beta for all clients:
    • First, make any export templates you may need, to help you quickly get the exact data you need out of our system.
    • Then, either download files based on your templates as-needed, or schedule their delivery to email addresses or file servers of your choice!
  • New and improved Integrations:
    • Our DonorPerfect Integration is now in an open beta. We're happy to provide guidance over Zoom on your initial setup and configuration - please feel free to contact your Success Engineer for our availability!
    • Special Rules now show Campaign and Designation Codes in the selector, to make it easier to be sure you're associating the correct ones with the correct external records.
  • New and improved Elements:
    • Message Bar Elements now have more centered donate buttons in both mobile and desktop displays
  • All Recurring email templates can now include the Recurring Frequency merge tag! It'll insert the frequency of the Recurring Plan in lowercase (ex: monthly, annual, daily...)
  • Donations and Recurring Plans can now show more granular dates in Exports. 

April 2021

  • New and improved Elements:
    • You now have control over whether names, emoji, and locations show up in each of your Social Proof Element popups.
    • Elements are now even more accessible, now rendering in with explanatory titles for all your visitors that use screen readers.
    • The Button Group, Donation Levels, and Impact Slider Elements now have a checkbox to control whether the donor is allowed to modify their donation amount after they've chosen an option from the Element.
    • Top Fundraisers Elements will now calculate and display your P2P Fundraisers' progress in your account-wide default currency, instead of defaulting to USD.
    • Recent Donations Elements now have an optional animation that animates new donations "loading in" to the Element. The animation only shows on the initial load of the Element; the periodic refresh when a person leaves a page with that Element open for long enough has no animation.
  • Recurring Plans at Weekly, Biweekly, Quarterly, and Annual frequencies now offer improved Change Date and Reactivate options, both in the text shown and the options provided.
  • In any list of records in the Dashboard, you can now hover over any field to see the full text; this should be most useful if the full text is too long to fit in the allotted space and got cut off.
  • It's now possible to control whether Virtual Terminal offers to pre-fill Supporter information based on partial personal info match.
  • You can now map Amount Before Fees Covered using CRM Integrations.
  • Virtual Terminal can now be set to only show a limited list of Campaigns! These limitations apply to all user roles, but any Organization Administrator can change those from Settings as needed.
  • Two-Factor Authentication (2FA) can now be required for all users from the Team page of Settings.
  • Recurring Plans paid for via Bank accounts will no longer automatically retry Donations that fail, as that can cause overage charges or retry fees. Instead, there's now a Retry Now button available on the Donation installment that's awaiting retry, so that you can work with the donor to resolve the issue before retrying payment.

March 2021

  • New and improved Elements:
    • Make a call-to-action that can’t be ignored with the new Message Bar element!
    • Promote your giving tiers with the new Donation Levels Element, which creates a dynamic group of cards + donate buttons, embeddable anywhere.
    • Sticky Button Elements can now be set to show on all browsers, only desktop browsers, or only mobile browsers.
    • You can now show rough location (city + country) in the Recent Donations and Top Supporters Elements.
    • We've made refinements to the Recent Donations Element date/time display since launch.
    • We've also made some refinements to which Donations are chosen for display in Social Proof Elements, with an eye towards showing more gifts above median gift size.
  • New and improved Integrations:
    • We're thrilled to announce that Fundraise Up's Neon CRM Integration is now live and publicly available!
    • The Salesforce Integration can now include the Donation Date in each Opportunity's Name.
  • The link editors in the Ask Pane now detect telephone numbers and email addresses, and automatically provide correctly formatted tel: and mailto: links.
  • The URL API now allows you to pre-fill First Name, Last Name, and Email for donors.
  • Organizers of P2P Fundraisers can now see Comments left alongside Donations, both in the notification email they can receive for every Donation and within Donor Portal itself!
  • Organization Administrators can now download every year's worth of PDF tax receipts in a single zip file, right from the Tax Receipts settings screen!
  • Virtual Terminal can now show instructive notes for all users! This can be perfect for providing a script for call-center or volunteer donation takers, keeping all staff up to date on org programs to promote on calls, or just for a few handy links often needed during checkout.
  • The public-facing donation checkout can now include a tooltip of legal text for Phone Number, to make it clear to donors what their phone number would be used for if provided.
  • You can now set your Account's Statement Descriptor in Fundraise Up, as a way to supplement your Stripe account's default descriptor. This was added mainly to assist orgs with subaccounts, so that even if all subaccounts are connected to the same Stripe account, you can still differentiate for the donor what account received the funds.
  • View Only users will now get a more specific error message that explains why they cannot save changes if they attempt to edit and update any records.
  • Recurring Plans paid for via any payment method can now use the Change Payment Method button to replace the current payment info with a new Credit Card to be used for future installments. Note that Virtual Terminal must be enabled to see this button.

February 2021

  • New and improved Elements:
    • The long-awaited Social Proof Element is now available in the Element builder. Provide a popup for your site visitors for each time another donor gives in real time!
    • Similarly, the Recent Donations Element provides an embeddable card of 1-10 recent donations, with the option of showing full name, amount, date/time, and comment.
    • You can now make and customize QR Code Elements within Fundraise Up, and either embed those within your website or download them as PNGs for printing and sharing.
    • The Top Fundraisers Element now offers the option to include a Search box, allowing your visitors to search for their friend's P2P Fundraiser by first and/or last name 🔍, and click on their row to give to it directly.
  • There is now a Recurring Plan Scheduled email template, sent when a Recurring Plan is created with a future Start Date (either via Virtual Terminal or the Post-Donation Upsell).
  • Donation Source is now an available field in the Donations Export!
  • Tribute Type is now an available merge field in the Tribute E-Card email; it will either write in "honor" or "memory" depending on the type of tribute made.
  • Donors can now download zip folders of each year's pdf tax receipts right from Donor Portal, thanks to the new "Download All Receipts" dropdown in the Donation History section.
  • All Donations and Recurring Plans, test and live, now have "Synchronize" buttons for each connected Integration to sync or re-sync the record you're on to that platform specifically.
  • You can now automatically suggest a Recurring Plan to any donors that complete a one-time gift! For now, the post-donation upsell suggests an annual plan, starting a year from their Donation. It can be enabled in "Recurring Giving" under each Campaign's Checkout options. 
  • Recurring Plans paid for via Credit Card now offer a Change Payment Method button to change the credit card used for future installments. Note that Virtual Terminal must be enabled to see this button.
  • P2P Fundraisers now clearly show the amount raised and goal amount alongside their progress meter during checkout.

January 2021

  • Clients who have received our Recurring Plan enhancements now have access to multiple enhancements, including:
    • A dropdown in Virtual Terminal to set a Weekly, Biweekly, Monthly, Quarterly, and Yearly frequency when creating new Recurring Plans.
    • A date field in Virtual Terminal to fill in an alternate Start Date when entering new Recurring Plans.
    • A button on existing Recurring Plan records to Skip Installments. 

December 2020

  • Virtual Terminal now has a timeout error, so that if an attempt to enter a donation doesn't actually reach our servers and start a donation, it'll show an error instructing the user to refresh the page and try again.
  • Any Elements that show progress (goal meter, stat counter, top fundraisers/supporters) now refresh within your webpages once a minute and when the visitor makes a donation. We were inspired by the layouts you'd put together for live and pre-recorded events using Elements, and wanted to make those even more dynamic to encourage event visitors to keep giving!
  • The upgraded Bloomerang Integration just got another new feature! You're now able to map Donation, Checkout Question, and Custom Field info from Fundraise Up into any Bloomerang Custom Fields in categories associated with Transactions or Constituents.
  • Emails have received a substantial overhaul. We now offer controls to set account-wide defaults for your settings for supporter emails, and have adapted each Campaign's Emails tab to allow customizing them on a Campaign-by-Campaign basis.
  • We've added a Role for users called Virtual Terminal Specialist for those users that should only be allowed to process new donations on donors' behalf, but should not be able to view existing donations. This should help empower call center staff and volunteers who process gifts.
  • Charts on the Insights page now render 10x faster!
  • Our RE: NXT Integration now more accurately sends information received from donations made as anonymous gifts and donors who did or did not provide a mailing list response.
  • Elements:
    • The Top Fundraisers Element is now clickable, allowing your site visitors to click in the row for each person to give to their Fundraiser directly!
    • The Top Supporters Element now intelligently only counts non-anonymous donations, so that your donors' choices during checkout are better respected.
  • As part of our rollout of more intelligent payment retry behavior, we've added a Recurring Plans section to the Settings menu, which will allow you to pre-select your behavior for its debut in January 2021 + subsequently change it as needed!
  • The Settings menu (available by clicking your Account name in the top right and choosing Settings from the dropdown) has been reordered + regrouped for easier navigation.

November 2020

  • P2P just got a major boost - while thanking your donors, encourage them to start a fundraiser right from checkout! Simply set the Thank You Screen to "Suggest to create P2P Fundraiser" and you're off to the races.
  • Elements:
    • Top Supporters is now live! You can use this Element to show a dynamic acknowledgement board for one Campaign or across several Campaigns. 
    • When you select which Designation an Element should pre-fill, you can also now specify whether the donor should be allowed to change it during checkout. Great for creating menus of image cards, buttons, and more!
    • Link Elements now carry parameters in through their redirect. If you send someone an email with a link that comes from one of our Donate Links, and append a UTM source to the end of the URL, that UTM tag will follow the donor all the way through their browsing session to help you attribute the traffic + donations to the right source.
  • When editing tribute information on a Donation, you can now check the "Send e-card to tribute" box before saving to send or re-send the e-card to the email address listed!
  • Recurring Migration is now a visible Source for Donations + Recurring Plans, so you can now filter those tabs to see which gifts came in from Recurring Plans from your prior systems. 
  • The Element preview now appears to the right of the editing pane in a fancy phone layout, so that you can see both the editing controls and the preview on-screen at the same time!
  • Virtual Terminal now offers 2 new controls: one, checked by default, to allow donations to be paid for via ACH, and one, unchecked by default, to make CVC optional.
  • P2P just launched and we're already giving it some bells and whistles:
    • From each Campaign's P2P settings tab, you can now control the default end date (with 2 weeks out, 1 month out, and 3 months out as options) and the default personal message suggested for P2P Fundraisers aimed at that Campaign.
    • You can now fill in Offline amount + number of gifts for each P2P Fundraiser from the dashboard. This should help your org accurately credit fundraisers for any external progress (historical or via cash/check), while keeping control in your admins' hands.
    • The P2P tab is now sortable by supporter, amount raised, and create/end date.
    • Reminders now factor in P2P; if someone abandons a donation when giving to a fundraiser, the Reminder will bring them to resume that gift for that fundraiser specifically.
    • The popup to start a fundraiser and the tools to manage it from Donor Portal are now substantially more navigable for keyboard-only visitors. 
  • Donation Editing:
    • When editing the Tribute section on a Donation in the Dashboard, the Tribute e-card can now optionally be re-sent using the updated information you provide.
    • When editing the Campaign on a Donation, archived Campaigns will now show up with the archive icon in their row in the dropdown. 
  • The Salesforce Integration now makes + populates a field for the Contact record that is associated with a Recurring Plan record. This should help for reporting generally, having related lists on Contact records, and making better list views of Recurring Plans.
  • For any aficionados of Custom Fields, it’s now possible to export all Custom Field data as part of Donation + Recurring Plan export!
  • The Kindful Integration now has a "Default Group for Donors" dropdown in General Settings, to allow you to auto-associate all Contacts that have given via Fundraise Up with a particular Kindful Group. 
    • This should help for anyone syncing their Kindful Contacts to Mailchimp or other marketing email suites, as those syncs only include Contacts if they're in a Kindful Group.
  • If your Campaign allows donors to give on behalf of a company, they are now prompted to click "Donate as a corporate gift" to be shown the Company Name field during checkout, rather than just being given the field (which caused substantial misunderstandings). 

October 2020

  • Clicking a Campaign in the Campaigns tab now opens to Checkout, as Dashboard is removed.
    • We found that people looking to view performance info on a Campaign were more likely to just go to Insights and filter the view there, so we made doing that a simpler choice.
  • Campaign and Designation can now be edited from Donation & Recurring Plan records! Though, as with this same data in your CRM, that should only be done with donor consent, and with full awareness of its limitations:
    • What this will do: Allow you to update + use historical sync to pass that to your CRM
    • What this won't do: Re-issue the receipt from Fundraise Up
  • PayPal donations should now come through to PayPal with a more informative descriptor for both donors and admins, including your org's account name and the Designation of the donation, if applicable.
  • More payment methods, like Click To Pay, make the Credit Card Type and other card information available in the dashboard, the exports, and via CRM Integrations.
  • ACH donations that fail while running the actual donation (meaning after their bank account's been verified) will now show more useful error messages to the donor in Donor Portal.
  • Our Salesforce Integration now supports mapping Checkout Questions of the type "Single Checkbox" into Checkbox Fields in Salesforce.
  • Newly issued PDF receipts now include a full date and time of when the donation was made, in the local time of your organization. Previously, they just had the date.
  • Both Exports now include the Designation Code, so that you can better use that field for holding info about, in your other system, what the ID of each Designation is.
  • The donation checkout now more intelligently offers payment options for in-app browsers like Facebook and Instagram's, so that we only offer options that work well in those experiences.
  • Donation and Recurring Plan records now have a Source section that shows whether it came in via Website, Virtual Terminal, or a P2P Fundraiser, and based on that, also shows:
    • For Website, which web page they launched checkout from, which Element they used if any, and which Reminder Element saved them from abandoning their gift.
    • For Virtual Terminal, it shows which user processed it.
    • For P2P Fundraiser, it shows which fundraiser it was.
  • Quality-of-life fixes to dashboard tabs with rows of data:
    • The three-dot menu now appears over other content, even for the last item on the list.
    • The Elements tab was rebalanced so its columns will all fit horizontally without scrolling.
    • The Elements tab's Name column can now be clicked to sort; first click sorts it descending (Z to A), next click sorts it ascending (A to Z)
  • Our Dashboard filters have been boosted!
    • There's now a Source dropdown, to assist in filtering to just Website or just Virtual Terminal transactions.
    • The Supporter search-box in the filters now accepts full names, and does so regardless of the ordering of the names.
    • The styling and layout of the filters has been neatened up, to help bring priority to the more important items on the page + make them behave more predictably.
  • In Virtual Terminal
    • Hovering over a Campaign when choosing from the Name dropdown will show you the full name of the Campaign, in case the name is too long to fit in the dropdown.
    • The Name dropdown, which shows all active Campaigns by name, now also has quick-search functionality - just start typing to find the exact Campaign you need!

September 2020

  • Integrations' automatic sync can now be paused! Integrations will now start in the Paused state when first connected, so that it won't immediately start syncing records before you have a chance to set defaults. 
  • Partner notification emails have been improved, both in terms of data provided and in the design/layout of content.
  • Redirect to URL is now an in-dashboard feature. When editing a Campaign's Checkout, you'll now see an option for Thank You Screen, where you can control whether donors see the in-checkout Thank You Screen, or whether they're redirected upon completion.
  • Donation and Recurring plan pages now allow editing of Supporter information directly, in a way that carries over in any Integration syncs! As such, the Supporter page is now not editable - it is merely a reflection of their contact info as found on their latest donation.
  • Donation and Recurring plan pages now show credit card expiration date, if applicable. 
  • Elements have received a major overhaul! There are new Elements, the interface for managing them is much better, and every single one has new customization options. We're making many post-launch and quality-of-life updates, including:
    • A Designation selector! You can now, without futzing with the code, choose whether an Element launches the Campaign using the Designation set in its checkout setting or another of the Designations available for that Campaign. 
    • Donation Form Elements now fit neatly on the tiniest of mobile screens, with an update to their minimum width. 
    • Elements can be cloned or archived right from the Elements page, by using the three-dot menu on the right-hand side of their row.
  • The recently enhanced global search has now been enhanced again, with the ability to search by Stripe and Paypal transaction IDs.
  • Two-factor authentication is now available for all users! When two-factor authentication is enabled, you’ll need to enter a unique code sent to your phone number to log in. 
  • We now include US Territories and US Military options in Mailing Addresses, so that more people's valid addresses can be appropriately validated during checkout.
  • Donations made via Virtual Terminal now show which of your users processed the gift.
  • We now notify you if your Click-To-Pay Checkout ID (as provided by Stripe) is invalid before enabling the feature, to assist in knowing when to contact Stripe support to get it resolved. 
  • Archived campaigns are now clearly marked in your dashboard's filters, where they'll show up in a grey font with a little archive box icon next to their name.  
  • All of our CRM Integrations now include Checkout Questions
  • Our Raiser's Edge: NXT Integration has been cleaned up, with better handling of Recurring Gifts and Recurring Gift Payments, Special Rules, and more.

  • Exports, Salesforce, and Raiser's Edge: NXT now allow the mapping of credit card expiration, last 4, and type. 

August 2020

  • The search bar now provides more comprehensive search results with more capable filter options 🔍 
  • Virtual Terminal is now available for your phone and in-person donation taking needs!
  • Integrations now show General Settings, Mapping Rules, and Special Rules in a tabbed section, so that it's easier to focus on just the settings pane you need.
  • Salesforce integration enhancements:
    • Our first-party Salesforce integration now sends type-specific information for mapped fields.
    • You can now specify whether Salesforce should create associated Accounts while making new Contacts based on Fundraise Up donations from people not already in your database. 
  • Analytics now fire for activities taken in Test Mode, and are flagged accordingly.