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Platform updates: Donor Accounts and Report Queuing

Over the weekend, we rolled out two significant new features to our nonprofit fundraising platform: Donor Accounts and Report Queuing.

Donor Accounts

Donors can now create accounts, where they can log in and view their transaction history and manage their recurring plans. The post-donation registration flow has been replaced with a new and improved interface. By default, donors are now greeted with an option to create an account after they donate.

Administrators can now:

  • Manage post-donation registration options in the Admin Panel
  • Add a link to donation confirmation auto-responders for donors to click to create accounts
  • Manually create accounts for their donors

Report Queuing

We’ve significantly improved handling of running reports. Now, for larger reports, administrators will be given the option to run the report with reconfigured filters or to queue the report in the background and continue working on other items.

Additionally, administrators now have the option to queue reports directly without running them. A new “Queue Report” button is now available in the Admin.

When a queued report is ready, the administrator receives an email with links to download or load the report. Go here to learn more about this feature.

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ABOUT THE AUTHOR

Chad Catacchio

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