REACH Feedback Forum
117 results found
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Contact preferences
It would be great to run a report to find out which supporters have opted out of email communication. I've been sending out messages, however our supporters haven't been getting them as they hadn't ticked the right box. If I'd know I could have contacted them via alternative means or ask them if they wanted to adjust their settings.
11 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.10 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.
9 votes -
Notification emails for new recurring donations
I would like for Reach to have the option to send notifications to admin users when a donor signs up for a new recurring donation, similar to how we can get email notifications when a donor signs up for a new sponsorship.
9 votes -
Translations for the website - Have the option to view it in Spanish for example
Have the option to view the website in different languages so we can have international supporters, Spanish would be our top choice
8 votes -
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).
8 votes -
Add filters and sorting to the Supporter page
When I click on the "Supporter" page, it gives me a list of every supporter without the ability to filter or. I'd like to be able to filter by whether they are disabled or not, country, and payment method (online/offline/legacy). Additionally, it would be great to be able to sort by "last visited" date.
8 votes -
Ability to delete a supporter regardless of sponsorship history.
It is frustrating not to be able to delete a supporter for any reason, especially if an error is made.
8 votes -
copy last donation feature
We have donors who split their donations into many different categories every month. It would be great to have a "copy last donation" feature. This would pull the purpose and amounts from the last donation.
7 votes -
Report for New and Cancelled Sponsorships by Month
I would like to see a report that pulls in the new sponsorships and cancelled sponsorships by month for any period. For example, the last 3 months so see the relationship between new and cancelled sponsored broken out by month.
7 votes -
Support for Non-english Characters in Sponsor Upload
We have upwards of 50 sponsors we load from a spreadsheet at a time. Many of these names are in Spanish and contain non-English characters such as á, é, etc. Upon upload, Reach drops those characters in the Sponsor profiles. This leads to mispelling of the sponsor's names and needs to be manually corrected.
We would like to ask for support to be added so that non-English characters can be included in the upload spreadsheet and display properly within Reach Admin as well as on our site.
6 votes -
New report to show a list of supporters who have NOT communicated with their sponsored student
Can we develop a report that allows us to see what supporters have NOT written their sponsorships (students) within a specific date range? The report now only allows for quantifiable reports show which supporter HAS written their sponsorships
6 votes -
Email templates should include the option to use sponsorship merge fields.
When emailing supporters it would be very helpful to be able to merge info from their sponsorships. It is much more personal for donors to see their specific sponsorship information in the email, like the name of their sponsored child.
6 votes -
Expose soft credits in API
For a given donation record, some or all of the amount may be soft credited to a supporter other than the one that canonically gave the donation, e.g. when an org like United Way bundles up a bunch of different gifts and gives one big lump sum.
Today, these soft credits are not available from the API in any of the endpoints. I'd love to see it available either in the donations API, or in its own soft_credits API.
5 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 -
Transfer sponsorships
When a child leaves the mission, i have to cancel that sponsorship and set the supporter up under a new sponsorship from scratch. It would be great to be able to transfer the sponsorship seamlessly without having to re-enter their payment information again.
5 votes -
Foward emails to donor records
I have used a CRM tool in the past and they had a really nice feature. Forwarding emails (from outside of reach) into the reach donor record. It adds it's to the email address of the donor that found in reach under Activity.
4 votes -
More options for contacting donors
I noticed there are two options in the account for email preferences:
1. Yes, but only about items I donated to or sponsored
2. No thanksWhat about all the other things we email them about as soon as we get their email address? Can a third option be added? Something like, "Yes! I would like to receive e-mails"
4 votes -
Include "External Reference ID" in Sponsors report.
When pulling a "Sponsors" report, have an option to include their child's External Reference ID.
4 votes -
Customizable Table Headings
I would like to be able to choose what columns appear in the table on the Sponsorships admin page.Most of the information in the existing columns are not information we use (permalink, type, shares, campaigns) . It would be nice to be able to see some quick information there without having to click on the child's individual record to find it. Ie. Last name, ID number, Birthday, Age, etc. Thanks for your consideration!
4 votes
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