NEW FEATURE REQUEST

Donor Communications

Showing 112

Anniversary Reminder Function

. I can’t set up a report or schedule a function to send an anniversary email to donors (their first, second, etc. anniversary of their first gift. This would be especially effective for recurring donors. 
over 1 year ago in Email / Journey Automation 1 Under Consideration

Create custom tribute types

Create custom tribute types so that you can clarify what the donor is specifically honoring using the type instead of the tribute's name. For example, instead of creating an "In honor of" tribute for "Jane's birthday", you might create an "In hono...
about 1 year ago in Tributes 0 Not Prioritized

Print a batch of tax summaries for the year

I saw Tax Summaries on the bottom of each constituent's Profile page, but there's not a way to print those in a batch for year-end reporting purposes.
over 2 years ago in Letters / Tax Summaries 3 Not Prioritized

Delete tributes

A tribute made in error or similiar to another tribute, such as a middle initial included, cannot be deleted. I am suggesting that tributes be able to be deleted from the Tribute list if they are created in error or a duplicate or an unused tribute.
over 2 years ago in Tributes 3 Not Prioritized

Bulk complete tasks

I was able to create bulk tasks and did so for a planned mailing (outside of bloomerang). Now I have to click each record to complete the task to save as an interaction. Since the task is indentical for each record a bulk option would be great.
almost 3 years ago in Bulk Update / Donor Communications / Email / Task Management 1 Not Prioritized

Letter Page Breaks

It would be extremely helpful to be able to include page breaks in multiple-page letters. Currently, I have to add extra spaces...and it is still not perfect. For example, if a constituent has a 2-line address vs. 3 lines, it can change the positi...
almost 3 years ago in Letters 4 Not Prioritized

Option to create receipt letter during transaction entry (not just acknowledgement letters)

Currently, you can create an acknowledgement letter during transaction entry. If you want to create a payment confirmation receipt that does not serve as an acknowledgement, you can only do that from the Communications section. This idea would let...
about 1 year ago in Donor Communications / Transactions 0 Not Prioritized

Preview the default payment confirmation email content

Preview the default payment confirmation email content (default form submission confirmation emails and payment confirmation emails) without looking up a help article.
about 1 year ago in Donor Communications / Forms / Payments 0 Not Prioritized

Don't add bounced/dropped emails as donor interactions

If an email to a constituent bounces or dropps, then it should NOT be added an interaction. Otherwise we believe that they have been receiving our emails all along. I have to comb through individual bounces and drops to know if they got it or not.
over 2 years ago in Donor Communications / Email 0 Not Prioritized

Merge field for just the tribute's first name

Merge field for just the tribute's first name (rather than the full tribute name) in order to create content with a more personalized tone.
over 1 year ago in Tributes 1 Not Prioritized