Donor Management & CRM

It would be helpful to have a feature to bulk-import event supporters for the paddle raise.

The user would like a toggle or setting that allows organizations to view the combined giving history of household members without merging or altering their individual contact profiles. Currently, household members have separate contact profiles, which can make it difficult to track their collective contributions. For example, one spouse's profile may show their last donation in 2024, while their partner's profile contains more recent donations. This requires organizations to switch between profiles to review household giving and can create challenges when sending receipts or communicating with donors. A joint-giving view would allow organizations to see the household's combined donation history while preserving each individual's profile and contact information.

It would be helpful to trigger automations by only 1 or multiple specific ticket types being purchased. Ex- if I have GA vs VIP tickets, being able to create one automation for my GA purchasers and one for my VIP purchasers to have more relevant, targeted language in the emails and SMS messages.

Be able to see the total transactions by Contact for the filtered date range.

So a question only appears if someone answers the previous question a certain way - i.e. "Do you want a T-shirt?" If they answer yes, your question "T-shirt size" appears. If they answer no, that question does not appear.

The ability for admins to review user activity. This is helpful in monitoring updates and changes to campaigns, donor information, and outbound messages.

Ability for admins to display ticket custom fields in the tickets table. Admins can view important guest information instead of opening the ticket window.

Users are forced to delete or archive the custom field if they want to edit the details for the CF, since the options are grayed out. It will be helpful to campaign owners if they can edit the options without having to delete/archive the CF itself.

Give admins the option to download a copy of a donor's receipt from the Transactions tab.

Allow users to export a list of contacts with invalid email addresses directly from Contacts. Currently, users don't have a straightforward way to export contacts specifically identified as having invalid email addresses. This makes it difficult to review, clean up, and manage their contact lists efficiently. Requested functionality: Filter contacts by invalid email status. Export all contacts with invalid email addresses to a CSV file. Include relevant contact details, such as name, email address, and email status. Use case: Organizations want to identify and review invalid email addresses in bulk so they can clean up their contact lists, improve data accuracy, and maintain better email deliverability.