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133 results found

  1. Expose a Tags endpoint in the API

    In the UI, Supporter and Donation records can have zero or more Tags assigned. These tags are standardized and managed system-wide. Tags do not currently appear in the API from get requests to /api/v2/donations or /api/v2/supporters (or any other endpoint as far as I can tell). Especially with the recent addition of UTM parameter handling resulting in tags being applied to donations, having tags be available in the API output would be extremely helpful.

    Please consider including a tags object or array in the output of the Donations and Supporters endpoints, or any other object for which tags may be…

    6 votes
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    1 comment  ·  Admin →
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  2. 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

    6 votes
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    1 comment  ·  Products  ·  Admin →
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  3. 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.

    5 votes
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  4. 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
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  5. Conversations: Translate New Text Responses

    Under 'Conversations' in Admin
    Have a translate button available to translate text responses prior to sending.

    5 votes
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  6. 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
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  7. Sponsorship Creation Date

    Add date of initial creation of a sponsorship record

    5 votes
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  8. Sponsorship Stats - Add number of children departed to show accurate # of sponsorships available.

    On the dashboard, add the number of children who have departed and accurately show the number of true sponsorships available.

    5 votes
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  9. Add date of last gift to Top Donor Report

    Reports need flexibility on the field names. At minimum please add date of last gift field to top donor report

    5 votes
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    0 comments  ·  Reports  ·  Admin →
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  10. dashboard

    Request to display Active Sponsorships on the home page dashboard. Showing total Sponsorships is misleading since this includes any who have Left the Program.

    4 votes
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  11. Shorten URL links

    It would be nice to be able to shorten links. So instead of using https://aohi.reachapp.co/projects/high-school-fund we could use www.aohi.org/highschool

    4 votes
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  12. 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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  13. 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 thanks

    What 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
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    0 comments  ·  General  ·  Admin →
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  14. 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
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  15. 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
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  16. Allow Sponsorship Conversations to be turned on/off per Place

    Currently, when Conversations are turned on in the Portal Setup, it is enabled for all Places at once. Since our organization has many places that we provide for children, we would like to roll out Conversations to those locations one at a time.

    4 votes
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  17. Deposit date on donations

    In order to reconcile the donations to bank statements, it would be nice to have the ability to enter the date the donation was deposited into the account. This is especially useful for the online donations made toemwards the end of the month and deposited at the beginning of the next month. I don't have a problem manually updating the field as we need to reconcile with the stripe payouts anyway. Checks are also another place this is important. The date of the donations determines when it is receipted. If the check was received before the end of the year,…

    4 votes
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  18. Ability to create Supporter types

    It would be helpful to have the ability to create different supporter types for individuals, organizations, etc.

    Having Sponsorship Types is extremely helpful. Supporter types is equally important to our organization.

    4 votes
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  19. 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
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  20. 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.

    4 votes
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