Website templates, a fuller donor page, and receipt requests
October gave your organization more ways to show up and follow up: four website templates to choose from, a donor page that shows the whole picture, and a proper way for donors who paid you directly to ask for a receipt โ plus new payment options, donor account controls and a rebuilt Directory listing page.
๐ Major updates
๐ณ Donors who paid you directly can ask for a receipt
A donor who gave by bank transfer or another direct method can now send a receipt request from your Directory listing and follow its progress. Your staff review requests in one inbox, with suggestions for the matching bank line, an alert for each new request and a daily digest, so these gifts no longer depend on a message getting to the right person.
๐ค See more about each donor, and reach the right ones
The donor page now brings together the score and the reasons behind it, churn risk, tier, segments and every gift, with an activity tab that reaches the whole history. You can define an audience by a rule, filter the donor list by tag, campaign, amount or note, and export exactly what the filters show. Possible duplicates across your organization now sit on one review screen.
๐ Choose the website template that fits your organization
Your public site can now use one of four templates. Community suits temples, churches, mosques and associations, leading with your place and upcoming dates. Professional suits registered charities and foundations, leading with your mission and figures for the year. Minimal leads with one cause, and Classic keeps the layout you know. Preview your own site in any template before you choose: nothing is saved until you switch, and switching never changes your content.
๐งฉ Smaller improvements
- ๐ณ Your direct-giving methods now include JomPAY and telegraphic transfer, and a change to payee details is held for review with a notice before it takes effect.
- ๐ DonorCARE's Trust Standard now has public pages, and a Directory listing can show the seal an organization has earned through its published disclosures.
- ๐ Your staff can record impact figures, use of funds and accountability documents, and they show publicly on your Directory listing.
- ๐งพ Your organization can now keep a single receipt layout across all its receipts.
- ๐ค The donor account has its own sections for preferences and recurring gifts, and donors can ask for a data export or for their account to be deleted, with a 14-day cooling-off period.
- ๐ Directory listing pages moved hours and facts into a side rail, with new landing pages, filters by sub-type and district, and a redesigned submit form.
- ๐ Alongside CHIP, you can now connect your own Billplz or toyyibPay account from Integrations for one-off donations; recurring donations stay on CHIP.
- ๐ฃ A campaign can now publish while your gateway application is in review, and an organization with no gateway gets a test checkout until one is connected.
- ๐ A public Raise a concern form lets anyone report a worry about an organization in the Directory and follow its status.
- ๐ DonorCARE's own homepage and platform pages were rebuilt, with new pages for mosques, churches and clan associations โ this is about DonorCARE's site, not your organization's own pages.
- ๐ค A donor record now has a kind, individual or company, so automated emails greet a company by its legal name and a company is never proposed as a duplicate of a person.
- ๐ฃ Campaign progress is now a four-milestone bar, and the campaign FAQ, leaderboard, updates, share dialog and offerings form now read in Chinese.
- ๐ฎ A memorial offering can now ask only for a name, and each offering can show or hide the ็งฐ่ฐ and Yangshang fields.
- ๐ The donations list has a Payment date column, and each export now explains which dates and statuses it uses in its slideout.
๐ง Fixes
- ๐งพ Saving field mappings on one receipt template now leaves your other templates untouched.
- ๐ A gift now takes its date from when it was paid, and the receipt email prints that date rather than the date it was entered.
- ๐ณ The remaining quantity on a limited offering now updates as soon as one is taken.
- ๐งพ A receipt being generated while someone waits gets more time to finish, and repeated Download clicks count as one render.
- ๐ณ Your organization's minimum donation now applies to the total a donor pays, not to each offering row on its own.
- ๐ณ A donor who leaves the payment page and comes back now finds their cart intact, and can't pay a second time for a gift that already went through.
Thank you for the ceremonies, campaigns and donors you look after on DonorCARE. If anything above doesn't match what you see, tell us here โ we read every comment.