In our recent discussion, we covered new functionality we've created that includes enhancements to the action board, online giving, and email marketing, which is set to be released soon. We followed that up with our plans to to continue to enhance online giving and finally completed some Q&A.
As part of your personal settings, you can indicate if you want to be notified of some or all types of action board items. If you choose to be notified, you will receive an email sent to the inbox from which your user role was set up.
The exciting result of this is when the system creates a suggested action for you and your notifications settings are turned on, you will have the ability to manage those suggestions from your personal inbox without having to log in to DonorDock!
Review the below steps to understand what this notification will look like and how to manage it:
Review the article Managing Suggested Action Board Items Through Your Inbox for more details about this enhancement.
Also in your settings, you will notice we’ve update the ability for you to elect the enablement of Daily 5 suggestions.
If you don’t know what the Daily 5 is, this is where DonorDock nudges to you to make a meaningful touchpoint with up to five donors each day. There is a default to only show five per day, regardless if you are able to complete all five suggestions, unless you choose to see more.
When you set up Online Giving you will have additional options to enable and customize:
Our team is working on additional online giving enhancement we are excited to share and will be releasing soon!
With the layout overhaul update, we changed the forms to be slide out forms, which we still stand by. However, they were small and compressed, requiring a lot of scrolling. We have since updated the forms to be larger slide outs for a better user experience.
Our top requested Feature UpVote Suggestion was the ability to send emails to individuals and use and email template. You will soon be able to do this by implementing the following steps:
To be notified of our future success calls and stay in the loop of all our latest updates, releases, and trainings, be sure to bookmark our events page, and add the meeting link to your calendar!