REACH Feedback Forum
126 results found
-
Soft Credit Apply to sponsorship
When adding a soft credit we can select a supporter whose account is credited, but we are not able to apply the credit to a specific sponsorship. Therefore monthly I need to go through all of the sponsorships paid through a soft credit and manually mark them as up to date. When selecting supporter for the soft credit, I would also like to select the sponsorship (so it will show as paid).
7 votes -
NEW Report associated with Events and Newsletter sign ups
Generate report of all new sign ups by event or by newsletter lead
3 votesDevelopment of an Events Registrations Report has been started.
-
customized response to texts
We have an online event coming up in which we are going to pitch child sponsorship opportunities to those viewing. We'd love to have the ability to say "Text SPONSOR to 615.640.3707" and then have the donor receive a message back that says something like "To sponsor a child click here: [link]". Here is an example of a service that provides this: https://www.textedly.com/features/
1 vote -
Failed transactions
When I run the Failed Transaction report for a certain date range I get
every transaction that failed. We follow up on failed transactions and get the donor to update the card. As a result, many of the failed transactions are not "failed" anymore, but have current recurring donations. It would be very labor intensive to go through each record! Adding an additional column in the report showing last donation date will help filter out the ones that have updated the card.10 votes -
Add Country Name to Inbox or Message View
We are having to open another Reach page to look up a child who received an online letter in order to see what country they’re from (so we know what language to translate to). Is there a way to include the country name or child’s ID (ours includes country abbreviation) in either the Inbox view or the message view of the Conversations area?
3 votes -
Conversations: Include Supporter Name and Category
Would be helpful to have the Supporter's Name and a Category included on the email notifications to admins (Sponsorship conversation or an option for supporters to select Donation, Project or a certain category) so the message can be directed appropriately without having to go to the message to see the conversation.
1 vote -
Prevent selection of same child more than once for sponsorship
Currently, a supporter can select a same child more than once and proceed for payment. Error pops-up only during the payment time that same child is selected multiple times. It will be good, if error message pops-up during the selection time. This will save supporter's time.
1 vote -
Add additional categories to the Task page
Currently, the Task page shows "My Tasks," "Completed," and "All Tasks." From an administrative standpoint, it would be really helpful to have the additional categories "All Complete" and "All Incomplete," so we can have a better picture of where our organization as a whole is on completing tasks.
1 vote -
Editable Version of Print Conversation Message Template
I would like the Print Conversation Message template to generate the letter in Word or another editable format rather than PDF so we can edit if necessary. (Sometimes people include information in their message that they shouldn’t, like personal contact info/social media, etc.) Or could it be possible for the message to be edited before we generate the template? I’ve noticed the translation can be edited here but not the original message. Often, especially now, we email letters rather than print and physically send. The only way to redact information now is to print, mark out and then scan and…
2 votes -
Provide service within REACH to scrub database against USPS current database.
Provide service within REACH to scrub supporter lists against the USPS current address list. Then once the list is scrubbed, provide the report to the client showing the names of supporters whose addresses have changed, with the latest address that USPS
has for them. Then supporter's address can be updated manually from there.9 votes -
Have a drop-down selection option in custom fields that allows for more than one selection.
We have categories that have multiple selections, like favorite subjects in school, personality traits, etc. It would be useful to have a true checkbox option that allows our staff to select several items, that would then display as a list on the child's profile page.
1 vote -
Update payment details to include address update
Currently on the feature to "update current payment details" on a donor's page, the only option is to update their expiration date. Could you also add the option to update their billing address, so that if a donor's address changes we don't have to reenter all of their card information?
1 vote -
Recurring Tasks
I send out quarterly reminders to delinquent donors, but I have donors that request reminders throughout the year, whether it be monthly, annually, or bi-annually, etc. I set tasks up in donors accounts to remind me to send the reminder, and it would be really helpful if there was an option to make the task recurring so that I don't have to set up a new task for each reminder.
6 votes -
add non tax deductible check box to batch donations please
When adding batch donations there is currently no option to add them as non tax deductible.
4 votes -
I would love to see REACH create an Mobile App to upload information
It would be great to have a mobile app to quickly upload information.
8 votes -
Video acknowledgment tool to send supporters a video thank-you message
Include a video acknowledgment tool to engage donors with a simple thank you message. The use of video increases engagement. Make it simple to create thank you videos directly from smartphones.
4 votes -
Admin-Assisted Conversations (2-Way)
For non-computer literate sponsors, we offer the opportunity to send correspondence on their behalf. However, REACH does not allow admin (our staff) assisted conversations from the sponsor to the child - only from the child to the sponsor. This is due to the fact that REACH was originally designed as an online sponsorship solution ONLY. However, we don't put these qualifications on people who wish to sponsor our children. We'd like to be able to support consistent conversation activity between sponsors and children whether they are computer literate or not. Conversations create stronger engagement and longer sponsorship relationships.
3 votes -
Customizable fields in email sponsor reports
I would like to email sponsors that need to renew the supporter name, the sponsorship name and share, and the amount due. This can be done in Mail Merge using a mail merge template but no one mails letters anymore. We need this to be in an emailable format.
5 votes -
Import file
It would be helpful to see a column on import template for field source, like System or Custom. Also, for Sponsorships have tabs for each sponsorship type and the fields applicable to them
1 vote -
A Sponsorship Summit
There are no classes at the local community college on how to do sponsorship, right? We research and figure it out as we go! As an NPO with more than 800 sponsored children so far, we often wish there were opportunities for fellow organizations within the REACH family to come together, share ideas, failures/successes, fellowship and more. Like a 1 or 2 day conference. What about you?
1 vote
- Don't see your idea?