Improvements and Feature Requests

The current scenrio is that with recurring donations, the initial payment isn't marked as recurring when it gets synced in DP, but subsequent payments received after do get marked as recurring. Would it be possible to also mark the intial payment as recurring in DP? it would save us alot of time/effort as well as with our reporting.

We have multiple entry points for donors to donate and sign up with their org externally (outside of Givecloud). We import these donors into DonorPerfect and usually only have first name, last name and email address on their donor record in DP. When a donor donates for the first time using GC, and a match is found to an existing donor record, the billing address entered during checkout on Givecloud does not push to DonorPerfect and update their donor record. A suggestion: If no direct match is found in DP, then add the supporter to a queue and allow the org to review and choose what to do. Eg: create a new donor record show a list of possible matches and allow the org to select the donor record to sync to have the option to update the address on the donor record with what's on the contribution. ------ GCLD-2378

Should be a way to send a test email to admin before it goes out to supporters (without having to donate and refund).

The confirmation page of the fundraising experience is very limited. I would like to add a thank you video. We should either be able to modify that slide in the experience or auto-redirect to a different confirmation page.

it should be great if phone numbers were auto-formatted prior to coming over to DonorPerfect: (in response to prior discussion - Please provide feedback for the GC Dev Team to format the phone #” We’d like it as follows: (999) 999-9999. Dp Matching Does DonorPerfect have records with the same phone # (after removing non-numeric characters) as the one being used in this payment? If we find one single record, we assume it’s a match. If we find multiple records, we then start looking at the first and last name on all those records. Again, if we find a matching first and last name, we assume it’s a match.”

We recently changed the DCC from AI to custom (we want the default % to be set at 6%). However, earlier, when we had the DCC AI enabled, the system used to show our donors 3 different options for fees, and we would love the same option for custom DCC.

We would like to have auto-sync off for ACH payments. The reason: ACH takes 3 to 4 days to process and that throws our batches off. We can move the gift after the fact, but it really takes the automation out of the process. We though if we could not sync ACH gifts then we can manually move them and make the process a bit more intentional.

When exporting a CSV of sponsorship data, the file contains the student's Reference #, but not the number that appears in the URL of their profile. It'd be very helpful to include either that number or the full URL, so that we can merge a link to their profile in mailings or email. If it was just the number, then we'd have the flexibility to use either the Admin URL or the public-facing URL.

We would love to be able to test our donation forms before going live with them. To make sure the user experience is to our liking.

incorporating Letter Exchange where donors can write to their sponsored child using GC. Suggested solution: Donor type out a message with an option to add a picture It goes to a filtration system where it must be approved before it is deployed to final email it The Reginal office can then type out the message or scan the child's copy response and any supporting pictures. That again goes into a filtration system where an assigned person must approve of them before donors receive an email notification to check out the response. ------ GCLD-2049