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 those recent updates we'd like to highlight. If you don't see an expected update on here, please reach out to our support team and we're happy to answer any questions.

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.
  • 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.