Changelog

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.

You can now provide localization support for the following languages in Checkout, emails, elements, and Donor Portal:

• Japanese
• Korean
• Chinese (simplified)
• Chinese (traditional)
• Hungarian
• Danish

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.

We’ve added a “frequency” datapoint to the Javascript API to indicate the frequency of any recurring donation created during checkout.

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.

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 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.