REACH Feedback Forum
125 results found
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File Upload Option for Custom Forms
It would be great to have a file upload option for people to upload photos or PDFs along with their submission of a custom form.
3 votes -
Soft delete merge account information
Would it be possible to track accounts and donations that have been deleted due to a merge? The donations disappear from Reach, but unless we pull a whole new snapshot of the database (which is an hours long process, and is resource heavy) those old donations still exist in our data warehouse, and falsely increase our donations total.
3 votes -
Custom Fields at the Donation Level
Currently, you can create custom fields under the referral types of Sponsorship Type, Project, Place, Campaign, and Supporter.
It would be great to have custom fields on the Donations themselves to segment them for analysis.
3 votes -
Purpose specific email receipts
Instead of just one standard "New Donation" email template, I would like to be able to send unique receipts based upon what purpose or campaign a supporter donates to. For instance...
--if they donate to a specific campaign, they would get a receipt designed for that campaign.
--if they donate to a specific missionary, they would get a receipt designed for the missionary, in which we can have a special message from that missionary with links to that missionaries blog, REACH donation link, etc.
---if they donated to our Haitian Staff account, we can have a special thank you form…3 votes -
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
3 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 -
Batch Donation Additional Options
I like the batch donation feature. However, could you please consider adding "Default Amount" and a check box for "Occurrence" so that if it is a monthly support the admin does not have to click "Add Donation" 12 times and so on. Thank you
3 votes -
Daily Reports & Multiple Receipients Options
Adding a daily option to the reoccurring reports option would be great. Our director is requesting daily reports on what was received the day before. This can be done setting up the same report every day of the week for the previous day, but that is clunky.
Also in conjunction with that, adding a "email to" option for reports. So when a report is ran, a particular person/people and not necessarily users in REACH, will receive the report as well. Having the daily reports run and the link sent straight to the individuals would be a great feature!
3 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 -
Add Conversation options in Sponsor AND in Child accounts also
Right now you'd need to only use Conversation, new, by sponsor, and help article doesn't exactly make clear who's sender and recipient - please add 2 buttons for "Sponsor to Child" and "Child to Sponsor".
From Sponsor account, Actions would be a great place. Same with Child's. Thanks!3 votes -
Easy Way to Remove Individuals from Groups
Hi there,
We need an easy way to remove donors from groups - either to be able to search their names within the group to remove OR to be able to remove them from the group via their supporter record.
Thanks!
3 votes -
SMS Notification Integration for Sponsorship Updates
I am writing to inquire about the possibility of implementing an SMS (text message) notification system to inform our donors and sponsors when new content, such as photos, letters, or updates regarding their sponsored child, becomes available on their child's profile.
Currently, our system relies on email notifications to relay such information. However, we have encountered several instances where sponsors have not received these notifications for various reasons. Some emails have been inadvertently directed to their SPAM folders, while others have reported infrequent email usage or delayed email checks. In contrast, text messages garner quicker response from our sponsors.
Given…
3 votes -
Team Member Dashboard
Make the Team pictures and descriptions its own editable tab on the dashboard like the projects/places/events...not something you have to manually enter into the code. Non-profits often face a revolving set of personnel and volunteers so these fields need to be edited often. Thus, it would be nice to have anyone able to easily change these fields without having to teach someone how to edit code.
3 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.
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Conversation Tracking
A date range on the conversation export would be helpful. Also, it would be a huge help if the current conversation report would differentiate between conversations from students vs. sponsors and show sponsorships that have no letters within the date range selected.
Also, if a sponsor deletes their conversations, there is no way to know if letters have been written for tracking purposes. Can these remain in the system but flagged as deleted and not shown to the sponsor?3 votes -
Trip tags for MailChimp
When you sync REACH with MailChimp, you have the option of assigning tags to all different places within REACH. But you can not assign tags to Trips. This would be very helpful for people who use the integration with ManagedMissions.
3 votes -
Sponsorship Updated Email is too vague.
I get the emails all the time that say "Child Sponsorship [child name] Updated" inside is a link but the email isn't helpful right now, as there's no way to know what was updated on the sponsorship record. It would really help if the notification email said what was updated on the sponsorship record. Is there any way for Reach include what was changed on the email that goes out? That’d really help. Right now I click on the link and never know what was updated.
3 votes -
Admin portal donations list sorting is not working
When viewing donations in the Admin portal, the sorting is not consistent. for example, when viewing pledges, if you try to sort by Status, it does something but does not sort by status. When using the search fields to get the list to a specific date range, soring resets the search rather than honoring it, and if you sort first then enter the date range, the soring is back to default. It is impossible to restrict the donations and sort at the same time.
It would also be nice to be able to sort by the supporter column in the…
3 votes -
Create a way to send acknowledgement letters to soft credits.
Many of our donors give through an outside donation management company. These donors can't receive a contribution letter, but we want to send an acknowledgement letter. The soft credit report won't pull up address to create a mailable letter.
We want to create a mail merge letter that can be sent to all soft credit donors showing how much they gave and when. The soft credit report needs to include addresses and other date to make it possible to create this mail merge.
3 votes -
Add Letter Templates to Conversations
Would like to make it easier for a sponsor to write letters by means of having prompted questions in the letter writing field instead of just having the option to free-write.
3 votes
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