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Product Update - February 2019

Eventbrite integration

Do you run events? Fundraising events? Gala dinners? Training events? Conferences? Sponsored events? Donorfy now has a major new integration with Eventbrite which means you’ll see all the relevant info from what goes on in Eventbrite in Donorfy. So you’ll need an Eventbrite account and then you’re on your way.

The integration creates new constituents from your event bookers, atttendees and check-ins. Constituent timelines are populated and your corresponding Donorfy campaign’s stats are updated. For more info see Eventbrite section in the Knowledge Base.

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Mailchimp integration

There is a brand new Mailchimp integration, designed to save time and money with your supporter comms. Features include a two-way sync of subscriber / constituent information between Donorfy and Mailchimp; use Donorfy tags in Mailchimp campaigns to provide targeted messages to each segment; initiates automated supporter journey campaigns in Mailchimp following customisable trigger events in Donorfy; shows Mailchimp subscriber activity on Donorfy constituent profiles and timeline, and includes Mailchimp campaign analytics in Donorfy’s campaign analytics

For more info please see the Mailchimp section in the Knowledge Base.

Configurable panel and tag category display

Ever wondered why you get to see Tags relating to people on an Organisation? Now you can configure which panels are displayed, and which tag categories are displayed according to the constituent type. A simple but popular new feature. See this KB article (scroll down to the bottom) for more info.

Task reminder emails

Got Donorfy tasks? You’ll be reminded by a weekly email of due and overdue tasks. More info.

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Connections List

There’s a new list type in town - Connections. So you can create lists of constituents connected to someone in particular, or all employees of organisations, people who know people and so on. More info.

Web widgets now update contact details

When someone makes a donation via a web widget but submits a different address, phone or mobile to the one in Donorfy, the one they supplied will be used to update the one in Donorfy. More info.

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Various Gift Aid enhancements

A smattering of improvements to the Gift Aid feature (Professional plan only): GA claim download now includes Fund; Settings now checks that your Gift Aid login is valid before attempting to submit a claim; clarified message when a transaction has been in more than one claim.

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API additions

If you use the API these could be game-changers: support added for applying settings via the API; support added for creating a Task on Activities. More info.

Bug fixes

We’ve squished a few bugs, including: problem when downloading transactions from the Campaign Timeline; resolved a problem mapping addresses; fixed an issue that was causing problems renaming the system name; fixed display problem when a number is being shown in a text field in Activity extra fields; added the Quantity column to Transaction lists; fixed error when sorting search results by columns.