REACH Feedback Forum
119 results found
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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.
5 votes -
Multiple email addresses to receive notifications for the same supporter.
For example both husband and wife want to stay updated on sponsorships and receive EOY statements.
This appears to be the same request as this but opening a new request since the other one was marked complete. https://reachapp.uservoice.com/forums/281276-reach-feedback-forum/suggestions/31833814-accept-multiple-email-address-per-supporter
7 votes -
Soft Sponsor Widget
It would be nice to see all sponsorships a person holds on the front details page of a supporter's account. It would be nice if there was a widget that says 'soft sponsorships' just like there is a widget that says 'current sponsorships'
4 votes -
Add a "Marketing Campaign Code" field to Donations
We have "motivation codes" for our marketing campaigns.
Right now those codes are input with many typos in the Admin Notes of a donation. Please provide us a new field for marketing campaign codes.0 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 -
To include Address in Account Signup
To include the mailing address within the online user account signup form.
This simple inclusion helps administrators determine duplicate accounts.
2 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 -
Adding a lock icon to the donation form.
On a donation webinar today, there was something they mentioned that saw a 112% increase in giving as a result of a simple LOCK ICON. Maybe just some CSS to insert it. When a little LOCK ICON was present near where they entered their credit card number on their donation forms, it apparently made the user feel more secure. I have an example photo if you need one. I'd like to add it to our donation forms please.
2 votes -
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 -
add ability to reporting to indicate if Groups selections are 'AND's or 'OR's
Right now putting two different groups (e.g. A , B) in the Group field in Reporting Supporters will select any Supporter who is in Group 'A' *or* Group 'B'. IT will be very helpful to be able to indicate that the Supporter(s) should be selected if they are in Group 'A' and Group 'B'. This would greatly enhance the ability to focus on specific subsection of Supporters
3 votes -
Automatically drop donors into support groups based on an action
So what we would like to have happen is for a donor to be automatically assigned into a group once they've written a letter. For instance, currently we are working with our "February 2023 Letter Received" group. Our current process is when a donor writes their letter within a certain time frame, I manually add them into that group. If that donor were to be automatically dropped into a group upon writing their letter, that's what we'd be looking for.
1 vote -
Add custom CSS classes to form elements
I understand that I can style forms using the existing classes, but
there are some elements who use a common class name so I cannot be specific
enough to select the element I choose. I know I can use the nth and child
of features of CSS, but that is prone to breakage in the event that the
form elements are moved.
A great enhancement to your product would be the ability to add our own
class names to form elements in a specific form.1 vote -
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 -
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 -
Upcoming Birthdays Email to Sponsors
It would be nice if there was an automatic email sent out to sponsors whose sponsored child has a birthday coming up. It would be a generic "your child is turning ___, wish him/her a happy birthday!" maybe a few days before the child's birthday.
17 votes -
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 -
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.
6 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 -
Drip Email for for a Reminder of an unopened conversation in the portal
Would love to have the ability to re-send to non-openers after a certain amount of days after an unopened email.
1 vote -
Transfer donation to a different supporter
If a donation is entered under the wrong supporter, it must be deleted and re-entered. It would be great if when you edit a donation, the supporter name can be edited as well.
3 votes
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