The new Addresses Format Settings feature lets US-based Fundraise Up accounts choose between two case formats for their donors’ US mailing addresses: either all letters in the address can be capitalized, or just the first letter of each word capitalized. The chosen format will apply to addresses collected thereafter, and will be used when syncing and exporting data within existing integrations.
We’ve added some new settings that allow organizations to choose when receipts are generated and sent to donors by Fundraise Up. You can customise receipt generation to suit your organization’s needs and to fit in with your existing systems: whether that’s generating and sending donors receipts for all generations, only for one-time donations, or never sending receipts at all.
We’ve introduced a newly-simplified campaign cloning process, which makes it much easier to replicate existing campaigns and their settings. Each new campaign doesn’t need to be configured manually: just select ‘Clone an existing campaign’ when you’re creating your next campaign to create a new campaign with identical settings.
Donors who are making a donation via the Virtual Terminal are now able to choose the exact day they would like their donation to go through, thanks to our new option for ‘Scheduled one-time donations’. Being able to choose when the transaction goes through makes donating significantly more convenient for the donor.
We’ve added alternative donation frequencies for recurring donation plans. This means that organizations no longer have to choose from just the standard donation frequencies, such as monthly or weekly, but can now also configure their own options. This gives organizations the flexibility to choose their preferred donation frequencies for each campaign they create.
Top Locations is a new element that shows a ranking of top cities/regions/countries by amount donated. We give 3 view options for this element: Top Countries, Top Regions (available for 3 countries) and Top Cities.
A new integration with Salesforce’s Nonprofit Success Pack (NPSP) has now been released. Salesforce is a popular customer relationship management (CRM) tool designed for non-profit organizations. Integration can help nonprofits streamline their operations and improve fundraising efficiency.
Fundraise Up now supports full language support and right-to-left localization for Arabic. Engage more donors at home and abroad. Fun fact: Arabic is the 22nd language to launch since we rolled out localization tools last year. Learn more →
It is now possible to connect a stock or cryptocurrency payment processor without review and approval by Fundraise Up. Now, when you attempt to connect a processor, a new terms and conditions modal is displayed that includes everything you need to know about the processing and billing specifications for these noncash payment methods. Once you add a billing email address and accept the terms and conditions, you can immediately connect a processor.
With Auto archive, you can now schedule an end date for a campaign. When the date is reached, the campaign will be automatically disabled and archived. This feature is perfect for timed events like GivingTuesday and year-end fundraisers that supporters should only only be able to contribute to during a certain period.
We added the ability to reset two-factor authentication (2FA) for account users. This way, if a user loses their phone or changes their phone number, you can easily restore access from the Fundraise Up Dashboard.
Some organizations have brokerage accounts that are not compatible with the Plaid-connection method we use for the stock giving feature. To address this, we introduced a manual brokerage connection method. This connection method is compatible with any brokerage account but provides slightly less automation.
Customers can now create custom receipt identifiers for PDF receipts generated by Fundraise Up. Previously, the receipt ID was randomly generated. Explore the docs.
You can now process donations in Virtual Terminal using a supporter’s saved card, wallet, and bank-based payment methods. Explore the docs.
iDEAL is a popular payment method local to the Netherlands that allows donors to make immediate online donations using their bank details. It is available to donors from the Netherlands and accounts based in Europe or Singapore. Learn more by reviewing the documentation for iDEAL.
We now have a HubSpot Certified App badge, which means that our HubSpot integration has passed an extra technical review by HubSpot’s team.
The DonorPerfect integration will now create corporate donations as gifts appropriately associated to corporate donors in DonorPerfect, and only try to match on Business Name in those cases.
All individual donations will only look for contact/donor matches against Donor records with the organization checkbox unchecked.
Accounts based in France now have the option to add a Civilité dropdown (Civilité in French, and Title in English) to the Checkout’s personal information screen on a per-campaign basis, with the initial options being M, Mme, Mlle, and Autre.
You can now provide localization support for the following languages in Checkout, emails, elements, and Donor Portal:
- Chinese (simplified)
- Chinese (traditional)
All user notification emails now have a “Change my notification settings” button in the footer.
The link, if clicked, takes the user directly to the settings page where they can manage which notification emails they receive.
US-based Fundraise Up accounts can now connect a brokerage account as a payment processor, allowing donors to donate shares of stock.
As part of the sharing options for each P2P fundraiser, Fundraise Up now offers easily downloadable QR codes to help fundraiser members share their donate link far and wide.
This should help for a few specific contexts where asking people to type in or click a full link is not practical; for example, QR codes are much easier to use for in-person fundraising and printed flyers.
You can now set minimum donation amounts at which a mailing address is asked for or required of donors.
As a reminder, address requirement still carries a risk of conversion loss, so please still only add a mailing address requirement if truly necessary.
On each of your campaigns, you can choose how and whether donors are offered the opportunity to increase their donation amount to cover your organization's transaction costs.
You can now enable adaptive cost coverage, allowing your account's AI to decide whether each donor should see the transaction cost upsell, and if so, whether it should start pre-checked or un-checked. This new option is designed with the end goal of helping more donors complete more donations resulting in more total revenue for your organization.
In order to serve each donor the experience most likely to result in them making the best donation for them, we recommend going to each of your campaigns' checkout options and ensuring that Enable adaptive cost coverage is selected.
You can now select the recurring frequency offered in each campaign's checkout!
Please be aware that AI-powered upsells will still offer monthly recurring plans only at this time.
The "cancelled" stamp appended to PDF receipts for refunded donations now no longer always says "cancelled", and will instead now be translated into the appropriate language when an option other than English (US) is selected as the account's default language.
The periodic user notification emails (daily report, weekly report, and monthly report) now include a full breakdown of donations related to the timespan.
This includes sections for donations made earlier that succeeded during the report’s timespan, donations made during the report’s timespan that have yet to succeed, and donations which were made and succeeded all during the report’s timespan.
PDF receipts issued by Canadian accounts now have labels in both English and French for greater compliance with all Canadian provinces! The values for certain fields like currency layout and date format will still be based on the default language of the account.
Donations made in currencies other than the account default currency will now be sent with full information via the Virtuous integration, as we can now send both the original amount and original currency as well as the converted amount to Virtuous CRM.
You can now enable the new “Mastercard advance notice” email template to help achieve compliance with Mastercard’s new payment rules.
If enabled, it is sent seven days in advance of any donation installment of a recurring plan which will be six months or greater from the last installment and which will be paid for via Mastercard.
You can now build Popup elements in Fundraise Up, which provide a full-screen interruption and call to action.
As part of making a Popup element, you can customize the image, header text, text, and donate button, as well as the possible conditions under which the Popup element can be shown.
You can now assign a user role called Configuration Manager. This role allows the ability to make and manage campaigns, elements, as well as the ability to deploy code and manage related settings, while not allowing access to donations, recurring plans, p2p, supporter info, or exports.
As of now, all P2P fundraisers now have at least one team member - the supporter to which the fundraiser was associated.
Members of fundraisers can now share an invite link to allow other people to join their fundraisers, and Fundraise Up users can help administrate fundraisers by adding, editing, and deleting members manually.
P2P Button and P2P Link elements now offer an “Allow to join teams” checkbox which, if checked, allows people using that element to either start a fundraiser of their own, or search existing fundraisers for one to join.
Two new email templates have been added; "Member welcome", which can be sent to a new team member of an existing fundraiser, and "Member notification", which can be sent to existing team members when a new member joins a fundraiser they are part of.
Lastly, it’s now possible to make an export template that includes all new P2P team members, meaning all supporters which join an existing fundraiser.
Donors can now receive a sequence of emails in the lead up to any card expiration, starting a month ahead of when the card associated with their recurring plan would expire.
The Microsoft Dynamics integration has entered open beta, and is now freely connectable to any Dynamics environment that is 365-hosted and has the nonprofit accelerator installed.
Crypto, or cryptocurrency, is now a supported giving method in Fundraise Up! At this time, Gemini and Coinbase Commerce are supported as available payment processors for this payment option.
Localization of designation names is now available in the dashboard when making or editing designations.
You can now automatically send a donor an email when their recurring plan is updated either from within the Fundraise Up dashboard or from Donor Portal. This email includes a yellow box showing their next and future installment details , as well as a button to manage their recurring plan in Donor Portal.
Organization administrators can now automatically receive a weekly report on the sync behavior of all connected integrations in the past week. It includes links to the sync log for each relevant integration. Additionally, sync log sections on integrations now include a filter to allow only showing the last sync for each record for easier triage.
Accounts based in France should now have a more compliant and legible PDF receipt for their donors, including asterisks as required around the amount and payment method display.
Donors and users alike can now edit the frequency of existing recurring plans from either Donor Portal or the dashboard. The list of supported frequencies can be controlled from Settings, under “Recurring Plans”.
After months of evaluation of the performance of Bacs Direct Debit, this UK-specific payment method has been set to only be available for recurring donations to better reflect real-world usage and donor expectation.
Supporters using the P2P fundraiser setup modal to make their own fundraisers will be prompted to confirm that they can access the email address they provided by entering a code sent to them via email to that address.
This should help confirm that all fundraiser organizers can both receive emails related to their fundraiser and to use emailed login links sent to that address to access Donor Portal if needed.
As part of our ongoing effort to meet and exceed WCAG AA compliance, we have increased the contrast ratio of some buttons and focus indicators in the donation checkout popup.
The localization for languages where "donor" is a gendered noun in languages has been improved. In the majority of cases, we have either substituted the word (ex: saying "Donation Portal" instead) or removed the reference (ex: saying "name" instead of "donor name").
The Donor Portal demo experience is now more accurate to the actual Donor Portal experience, following the batch of improvements to it over the past year.
Donors editing or sharing their tributes (aka dedications) will now have to make an affirmative selection of whether their tribute is in honor or in memory of their tributee. Previously, it defaulted to "in honor" which was less than optimal for accurate tracking.
The HubSpot integration has now successfully graduated from beta! With HubSpot, and other business-grade CRMs, there are more questions as to whether an integration created viable data which can be used in as many of the broad range of possible configurations as possible.
The description of the behavior of the “Donation failed” email template (that goes out when a one-time donation fails after checkout) has been updated to better explain the actual “Retry my donation” button behavior in the email.
Each supporter’s preferred language can now be edited from the dashboard. Previously, this was only possible for the supporter to edit themselves from Donor Portal, so this should help admins assist supporters by reactively or proactively changing their language to their stated or known preference.
Reminder elements will now reopen checkout more exactly, by ensuring that if the donation amount is not editable in the original checkout that it is still “locked” in the reopened one.. This should allow Reminder elements to be used more broadly, including in cases where a large number of elements or URL API checkout opens are expected which “lock” the donation amount.
Fundraise Up’s localization features now support Swedish, Italian, Portuguese (Portugal), and Portuguese (Brazil) translation in checkout, elements, Donor Portal, and email templates.
A number of merge tags used with emails have had their behavior cleaned up for use with localization. Tribute type, among others, now insert more appropriate words based on the language the email is being sent in. Amount now more accurately reflects the currency amount formatting of the language as well.
It’s now possible when formatting export templates or setting up integrations to choose whether you are sending the Supporter Language as an ISO Code (en-US), name (English (USA)), or simple name (English).
It’s now possible (and optional) to choose a default “type of gift” for all Gifts made or updated as a result of the DonorPerfect integration syncing donations.
The homepage message, dynamic content you can edit from the Donor Portal settings screen, can now be localized into any languages you are supporting via localization.
It’s now possible (and optional) to choose a default constituent code for any constituents made or updated as a result of the Raiser’s Edge NXT integration syncing donations. Constituent code is mostly used to track the range of relationships a constituent has to your programs, so for example, ensuring that all constituents have a code of “online donor” can simplify your reporting.
Every webpage needs to have a descriptive title (found in the <title> tag) that helps identify it in the tab bar of a browser and for screen readers upon arrival. The titles in Donor Portal have been improved to help visitors understand that they are in a Donor Portal and which record page in Donor Portal they are on.
When changing an existing recurring plan to BECS, Bacs, or SEPA, now full guarantee information and all additional fields needed (such as Bacs acceptance of the terms) will be asked during the change.
Links that point to specific records or actions in Donor Portal now have much more clear screenreader-accessible explanations of which record they will open if visited. For example, the screenreader text for download receipt and view details links for any given donation now clearly state the amount and date of the donation.
The settings screen for the HubSpot integration now clearly shows the name and ID of the Pipeline the integration will make Deals in. This way, if there’s a need to rename the pipeline, it’s still clear where the integration is syncing donations.
It’s now possible to control whether Donor Map elements’ displays of donations have a celebratory emoji next to each entry.
Organizations in the majority of EU countries can now enable SEPA Direct Debit to allow their donors paying in euro to make donations directly from their bank accounts simply by providing their IBAN number.
Donors will receive emails from Fundraise Up right as every SEPA donation begins processing in accordance with SEPA guidelines using the recently added “Donation in progress” email template.
The DonorPerfect integration has been improved with better handling of cases where organizations would like the integration to populate receipting fields on the Gifts, with the addition of four new selectors to set preferences in the integration.
Donor Map elements will now automatically refresh for visitors both when they make a donation, as well as roughly once a minute. This should make it much more viable as a promotional tool for cases where visitors are likely to leave the page open, such as live or streamed event pages.
The recurring plan edit screen has been improved in both Donor Portal and the dashboard.
The new edit screen is both better in that it has multiple options, allowing donors and admins to edit amount, date, and payment method for a plan all at once, and is better in that it expands the payment method edit options for non-US bank donors.
When making or editing an Export template, it’s now possible to choose whether the export should include records from all campaigns, or just from specific campaigns.
Fundraise Up’s localization features now support German, Dutch, Finnish, Norwegian, and French (France) translation in checkout, elements, Donor Portal, and email templates.
It’s now possible to map Fundraise Up datapoints to NXT custom fields of the types Currency, Date, and Yes/No using the NXT integration.
The export tool now includes helpful presets on donation exports to assist with applying the right column labels and formats for imports into Raiser’s Edge 7 and Raiser’s Edge NXT respectively.
The Donations and Recurring Plans tabs now include an option under More Filters to only show records where a Business Name was provided. This was added to offer easier viewing and management of any donations attributable to an organization rather than an individual.
You can now create and embed Donor Map elements on your website, allowing you to showcase regional donor activity with comprehensive location, privacy, and display controls.
We’ve optimized tribute-focused checkouts, specifically in cases where the organization chooses to automatically suggest the donor make a tribute donation.
It’s now possible to localize both the label and the URL of any links added to a campaign’s Ask page.
It’s now possible to use the Supporter language datapoint in exports and in CRM mapping rules.
Certain email domains are more prone to failing validation checks than others, due to inconsistent setup practices. With comcast.net and verizon.net, this results in a minority of their emails being unusable. For those domains, any time an email fails our initial partner’s validation, we now run the donor’s email past another validator as well to get a second opinion.
The DonorPerfect integration out of the box uses Pledges to represent recurring plans, and Gifts to represent donations and donation installments. It’s now possible to turn off the Pledge creation part of that behavior if needed.
It’s now possible to add Donation Frequency as a merge tag in the Salesforce integration’s opportunity name editor.
You can now use the supported frequencies controls in your recurring plan settings to govern which frequencies are offered in Virtual Terminal and, in the future, in other locations where frequency can be adjusted on existing recurring plans.
Security has been improved for Donor Portal, providing a tighter time window for which login links will function.
The “Donation in progress” email template is now used in all cases where a donor needs to be notified that their donation has been started and payment collection is in progress, but has not completed yet. This is currently sent when many regional bank-based payments (Bacs, BECS, SEPA, login-based PAD) are initiated, as well as in any case where a PayPal donation takes longer than expected.
Two weeks in to the launch of Localization, we’ve performed a round of fixes, tweaks, and improvements to Element, email, URL rule, and checkout display and behavior in order to provide a more seamless user experience.
It’s now possible to control whether the Top Supporters element shows your donor list’s total giving amounts in a particular currency or the currency of the majority of their donations.
Tribute type on new tributes will now be left blank, allowing more accurate reporting so that new tributes will only have tribute type populated if the donor made an intentional choice to notify you of whether the tributee is being honored or remembered.
Fundraise Up now offers localization tools for Checkout, emails, elements, and Donor Portal, allowing donors to make donations, manage recurring plans, and receive emails all in their language of choice. This initial release comes with French (CA), Spanish (LATAM), and English for the US, UK, and Canada, with more coming this year and beyond!
The account settings screen for emails has gotten a redesign, allowing it to be navigated with much less scrolling and incorporating the new email localization screen if applicable.
Some aspects of Checkout styling have been optimized; borders have been adjusted for better UI interaction and text has been adjusted for fit and legibility.
The banner and logo images in the Ask pane of Checkout now have placeholder alt text, allowing donors with screenreaders to understand that they are decorative and that they can quickly tab onwards to the ask title and message.
The "Recurring plan scheduled" email template now appropriately has the Designation merge tag, allowing the addition of designation information to the email that goes out when a recurring plan is created with a future start date.
In Exports, any "Postal" field being exported now has two format options; Postal code, and Postal code plus 4. If the latter format is selected, for any US postal code info where we stored the plus 4, it'll export the postal code, then a hyphen, then the plus 4 digits of the postal code into that cell.
In the Salesforce integration, we now scan the postal code of the address on file for any contact against what we have on file, and only write if it's a true update, to accommodate "plus 4" scenarios.
It's now possible to add the "Is Live" field to exports for easier post-export filtering of which records represent live transactions, as opposed to test ones.
Venmo is now live as a payment option for one-time donations! Any organization which already has a connected PayPal account can enable Venmo immediately from the payment options settings page.
Accounts for Canadian and German charitable organizations now automatically require mailing address during donation checkout to ensure that all tax receipts offered are fully compliant.
Users in subaccounts which use their parent account's payment settings and receipt settings will now appropriately not see the legal info and tax document fields in that subaccount's Account settings page.
Virtual Terminal now allows the creation of Bimonthly and Semiannual recurring plans. Previously, these frequencies were only available for migrated recurring plans.
Tribute images from image collections now have automatically generated alt text based on the name of the image collection they are from, both in the dedication form in Donor Portal and resultant emails.
The Bacs Direct Debit checkout flow has been improved, bringing it further in line with the best practices provided by Bacs and Stripe through the addition of a name field, explanatory text, and a confirmation screen.
When setting up Mapping Rules for any integration, sometimes the names of fields can be quite long. It should now be easier to see the full names of any fields you have mapped data into, as now, hovering your cursor over them will show a tooltip with the full name of the field.
The Fundraise Up thank you screen shown to donors who made a tribute is now optimized, offering a more friendly "Send a card" button for donors who want to proceed right to Donor Portal to share it and a "Make another dedication" button for donors who want to make multiple tribute gifts at a time.
The EveryAction integration is now out of beta and is considered a stable release. Please feel free to contact your Success Engineer or our Support team if you would like any assistance connecting it at this time!
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.
The EveryAction integration now better truncates values sent to custom text fields with character limits in EveryAction.
If a Double the Donation integration is connected to a parent account and is set to sync data from its subaccounts as well, the "Campaign" field on a synced donation in Double the Donation will show now the subaccount name before the campaign name.
Compose image collections that your donors can choose from when sending tribute notifications by email. You can control which image collections are available for a given campaign by editing that campaign's tribute options.
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).
As part of the preparation for localization, email template controls have been optimized. Campaign-level email controls are being streamlined to allow customizing first-touch and high-priority emails on a per-Campaign basis, while subsequent, more standardized emails will always use your Account-level defaults.
Impact Slider elements are now more responsive, swapping between horizontal and vertical layouts dynamically based on current browser width.
The help icon in the top right of the Fundraise Up dashboard now offers a dropdown of options. Right now, it offers links to the Help center and to email our support team, but stay tuned - there's more to come!
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!
Supporter First Name and Supporter Last Name are now available fields for the Opportunity Name editor in the Salesforce integration's settings page.
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.
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.
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.
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.
tributeHonoree is now an available URL API parameter, allowing you to send donors to checkout with a tributee name suggestion pre-filled.
To better support visual accessibility, the Close button in the top right has been redesigned with a built-in background to provide higher contrast.
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.
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.
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.
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.
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.
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.
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".
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.
Choosing ACH in Virtual Terminal before contact info has been entered now no longer flags Phone specifically and solely as the missing field.
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.
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.
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.
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.
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.
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.
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.
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.
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".
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".
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.
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.
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.
When entering an Address, if Ireland is set as the Country, the code label is now EIRCode instead of Zip Code as previous.
Supporter pages and views now display a more appropriate Lifetime Donated amount, as it now only includes successful Donations.
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).
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.
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.
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.
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.
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.
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.
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.
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.
Export Templates for Recurring Plans can now include columns for donation source, payment processor, payment method, and partial credit card info.
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.
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.
P2P Fundraisers can now have an optional Designation, allowing supporters to run fundraisers aimed at a particular cause or bucket of funds.
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.
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.
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.
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!
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.
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.
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.
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.
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.
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.
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.
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.
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.
Donation records now display more granular dates. Success Date will always display, and Refund Date/Failed Date will display if populated.
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.
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. Gift Aid declarations can also be taken when making donations on donor's behalf using Virtual Terminal.
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.
Our Virtuous CRM Integration can now associate Gifts with Segments automatically.
Supporters can now see more details of one-time Donations in Donor Portal, including any Tribute and Comment they included while making each Donation.
You can now edit the saved Custom Field values on Donations and Recurring Plans within the dashboard.
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 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.
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.
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.
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 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.
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.
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!
Message Bar Elements now have more centered donate buttons in both mobile and desktop displays
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.
Donations and Recurring Plans can now show more granular dates in Exports.
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...)
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.
Two-Factor Authentication (2FA) can now be required for all users from the Team page of Settings.
Elements are now even more accessible, now rendering in with explanatory titles for all your visitors that use screen readers.
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.
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.
Top Fundraisers Elements will now calculate and display your P2P Fundraisers' progress in your account-wide default currency, instead of defaulting to USD.
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.
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.
You now have control over whether names, emoji, and locations show up in each of your Social Proof Element popups.
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.
Make a call-to-action that can’t be ignored with the new Message Bar element!
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.
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.
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!
The URL API now allows you to pre-fill First Name, Last Name, and Email for donors.
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.
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.
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.
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.
Promote your giving tiers with the new Donation Levels Element, which creates a dynamic group of cards + donate buttons, embeddable anywhere.
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!
We're thrilled to announce that Fundraise Up's Neon CRM Integration is now live and publicly available!
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.
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.
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.
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.
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.
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.
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.
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.
Donation Source is now an available field in the Donations Export!
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).
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.
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.
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!
Charts on the Insights page now render 10x faster!
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.
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.
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.
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.
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.
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.
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!
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.
P2P just got a 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.
Top Supporters is now live! You can use this Element to show a dynamic acknowledgement board for one Campaign or across several Campaigns.
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.
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.
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.
The popup to start a fundraiser and the tools to manage it from Donor Portal are now substantially more navigable for keyboard-only visitors.
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.
For any aficionados of Custom Fields, it’s now possible to export all Custom Field data as part of Donation + Recurring Plan export!
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.
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.
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).
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!
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 P2P tab is now sortable by supporter, amount raised, and create/end date.
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.
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.
Both Exports now include designation codes, so that you can better use that field for holding info about, in your other system, what the ID of each designation is.
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
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.
The Supporter search-box in the filters now accepts full names, and does so regardless of the ordering of the names.
The three-dot menu now appears over other content, even for the last item on the list.
Hovering over a campaign when choosing from the Name filter 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!
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.
The Elements tab was rebalanced so its columns will all fit horizontally without scrolling.
There's now a Source dropdown, to assist in filtering to just Website or just Virtual Terminal transactions.
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)
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.
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.
Our Salesforce Integration now supports mapping Checkout Questions of the type "Single Checkbox" into Checkbox Fields in Salesforce.
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.
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.
Partner notification emails have been improved, both in terms of data provided and in the design/layout of content.
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.
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.
Our Raiser's Edge: NXT Integration has been cleaned up, with better handling of Recurring Gifts and Recurring Gift Payments, Special Rules, and more.
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.
All of our CRM Integrations now include Checkout Questions!
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.
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.
The recently enhanced global search has now been enhanced again, with the ability to search by Stripe and Paypal transaction IDs.
Donation Form elements now fit neatly on the tiniest of mobile screens, with an update to their minimum width.
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.
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.
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.
Exports, Salesforce, and Raiser's Edge: NXT now allow the mapping of credit card expiration, last 4, and type.
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.
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.
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.
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!
Our first-party Salesforce integration now sends type-specific information for mapped fields.