[Donor Management System] November 30, 2022

What's New?!


1. New Feature: Web Submission Forms

  • Introducing two Web Forms that you can use to collect e-newsletter subscriptions and volunteer sign ups right from your website. Customize the submission forms and easily embed them directly on your site with a quick copy/paste. Any sign ups will then sync directly into your DMS and these preferences will update on each Contact's profile

---> Check out our article on Web Submission Forms to see how they work


Email Opt-in Form example:

Volunteer Sign-Up Form example:


2. New Data Sync: Payment Methods

  • Now, you can use the Advanced Search in Contributions to filter for any donations made through CanadaHelps where the donor chose to pay using Apple Pay or Google Pay. Filtering by these new payment methods can help you understand how your donors are giving, so you can know where and how to focus your fundraising efforts.