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CONNECT RELEASE NOTES

Updated

The CONNECT platform, as a cloud based system, is updated on a regular basis. Minor changes, bug fixes, reported issues are all fixed without any announcement or release notes. All such updates are done in "real-time" without any downtime. The following release notes are posted when a new feature is being released.

Release Notes for the CONNECT Platform:

CONNECT Update: Recurring Updater and intelliBooster (October 18, 2024)

Release Date: October 18, 2024, Q3

Description:

Recurring Updater offers organizations and easy interface for letting their patrons to update their recurring donation information, e.g. name, address, email, and amount (Subscription only). To enable the updater see the following administrative options:

1. Recurring Updater:

The recurring updater page will be an integral part of the CONNECT sites. This is to ensure the URL is maintained and not changed through time. Each receipt may be set up to include the URL of the updater and if the link changes the URL's will be returning error. The link to the recurring updater is set for using https://CONNECT.clickandpledge.com as the base URL. If the CONNECT site is set up with a custom domain, the URL will redirect to the custom domain.

The following screen allows for customization of the patron landing page and the options that should be available for patron to update.

Connect Login- Recurring Updater Options.jpg

  • Recurring Updater Option for Admins:

Any subscription based recurring may be updated by an administrator using the virtual terminal. Installment based recurring amounts & periodicity cannot be changed.

Recurring Updater- Virtual Terminal.jpg

Any update to the recurring updater will perform the following actions: [these actions are recorded both in CONNECT & Salesforce, if connected).

  • Silently cancels the previous recurring.
  • Starts a new recurring with updated parameters
  • Links the previous recurring to the new recurring using the Parent Order Number.

The Change Log shows the history of changes:

Recurring Updater ChangeLog.png

The Change column in the grid provides information about the changes in the update, following the designations shown below:

  • B = Billing Information
  • S = Shipping Information
  • D = Payment Description
  • R = Recurring
  • T = Tracker & Campaign
  • C = CONNECT
  • Q = Custom Questions
  • E = Email Receipt Customization
  • P = Payment method


2. intelliBooster (https://clickandpledge.com/intellibooster)

Patrons may be presented with varying buttons based on their previous giving history. intelliBooster may be set up using the CONNECT portal:

intelliBooster-.jpg

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Combining Additional Fee and Payment (March 12, 2024)

Release Date: March 12, 2024

New Feature: [Available for accounts using the Stripe gateway]

As requested by many, we just added a feature to Campaigns allowing the combination of "Additional Fee" with the payment / donation. See the following image:

CONNECT additional Fee Combined.jpg

This feature is customizable for each campaign and may be set differently for different campaigns.

The only restriction is multi-value forms where a patron may donation / pay for multiple items as part of the transaction. In these forms, the FEE cannot be added to all items so the option is not available when the form includes Open Fields.

The combined item, when posted to Salesforce, may be configured to add an SKU suffix to the item SKU. For example:

- Donation Option SKU = DON
- Item SKU Suffix = -Fee

  • If the item posts without the fee, the item posted to Salesforce will have the SKU = DON
  • If the item posts with the fee, the item posted to Salesforce will have the SKU = Don-Fee


One may set up mapping, autoresponder, etc. based on the SKU, including or not including "-Fee".

Additional Note: We are currently waiting for Google to approve our application for Google Analytics 4.0 - currently the feature is disabled but will be enabled once we receive the approval.

CONNECT Update- Adding Fee to the forms and more (April 11, 2023)

Release Date: April 11, 2023

UPDATES:

- Adjust Fee to match the Effective Net Rate: The following option is now available in each CONNECT campaign.

AdditionalFee-Net.jpg

- Campaign statistics and totals will be calculated based on the Campaign START and END date. Changing the campaign date to any date other than the original date will change the stats accordingly. The change helps clients that wish to use the same campaign repeatedly and have the stats start from zero with each start and end date.

- Last Updated: The column in the UI will now reflect any changes made to any part of the edited feature.
- Engine update matching various third-party integrations.
- UI enhancements and bug fixes

CONNECT Update: (August 16, 2022)

Release Date: August 16, 2022
Version #: .003.006.005

Update:

  • Resolved an issue with the redirect of default pages to custom domain when Custom Domain is enabled.

CONNECT Update - New Templates and Enhancements (April 22, 2022)

Release Date: April 20, 2022

Updates:

  • 4 new form templates
  • EOL - Publish & Post (P&P). The link has been removed from the administrative portal. The EOL was announced in January with the release of the new CONNECT sites. While the P&P pages still work if being used, the administrative pages are removed and as such no changes may be made. The P&P pages will stop working on August 1, 2022.
  • 41 UI enhancements and minor updates.

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CONNECT Update - New Templates and Enhancements (April 20, 2022)

Release Date: April 20, 2022

Updates:

  • 4 new form templates
  • EOL - Publish & Post (P&P). The link has been removed from the administrative portal. The EOL was announced in January with the release of the new CONNECT sites. While the P&P pages still work if being used, the administrative pages are removed and as such no changes may be made. The P&P pages will stop working on August 1, 2022.
  • 41 UI enhancements and minor updates.

CONNECT Updates - (February 23rd, 2022)

Release Date: February 23rd, 2022

New and exciting updates have just been added to your CONNECT account. Read Below!

Updates to Peer-to-Peer Sites

  • Donation widget in Peer-to-Peer Sites - setting added for selecting the number of buttons per row.
  • Dynamic Campaign widget in Peer-to-Peer Sites – allows you to select the number of campaigns to show per row on your pages - limited to a total of 12 campaigns per widget.

Updates to CONNECT Admin

  • Matching Gift Search Widget powered by Double the Donation - utilize a matching gift search in CONNECT under Transactions & Reports. By simply navigating to the "matching gift" section, you can search a desired corporation to see matching gift and volunteer grant insights.

If you have any questions, don't hesitate to contact support!

CONNECT Update: Social Share Updates (December 12, 2022)

Release date: December 12, 2022

Details:

  • Social share update to satisfy the maximum requirement text for various social share. The CONNECT portal now limits the text description character count to ensure compatibility with social share apps. As a consequence, In forms, the number of characters in the Social Share message & Title are now limited to comply with various social platforms' requirements.
  • Minor bug fixes and UI enhancements.
  • Gateway compatibility updates.

CONNECT Update - addition of custom questions to the SMS forms (October 19, 2021)

Release Date: October 19, 2021

Update:

  • Addition of all Campaign custom questions to the SMS forms

CONNECT Update - addition of last 4 digits of credit card to receipt (June 23, 2021)

Release Date: June 23, 2021

Update:

  • Addition of the last 4 digits of the credit card to the receipt - per client request.

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Announcing CONNECT + Zoom Integration (May 4, 2020)

Release Date: May 4, 2020

Support KB article: CONNECT: Third Party Integration 

Announcement:

Online events and fundraisers have never been more important for nonprofits.

To support them, Click & Pledge has integrated with Zoom's API enabling CONNECT donation forms to register donors for Zoom webinars and meetings. This will transform Zoom events into online fundraising events for nonprofit organizations.

Requirements:

This integration requires the use of Zoom's API which is available with their paid account offerings. Refer to Zoom's pricing page: https://zoom.us/pricing.

Salesforce users must first upgrade to the latest beta release which includes compatibility with the Zoom Integration. Our development team has worked very hard to introduce this new capability and can assist you with Salesforce upgrades here.

4 Step Set-up Process

  1. Add Zoom as a 3rd party integration to your Click & Pledge account. (This is a one-time action).
  2. Set up a Zoom meeting/webinar.
  3. Assign your Zoom meeting or webinar to a CONNECT campaign.
  4. Have your patrons make payments through the CONNECT campaign form and they will automatically be registered for the assigned Zoom meeting or webinar.

Click & Pledge is looking forward to contributing to a solution for socially distant fundraising events and classes. There may be lasting changes in donor behavior for years to come and it is vital to be prepared for new challenges. Although this change has been rapid and unpredictable, the nonprofit community is resilient and will adjust to follow their missions.

Announcing CONNECT Recurring Frequency Based Payment Options (March 11, 2020)

Release Date: March 11, 2020

KB Article: CONNECT: Campaigns & Payment Forms 

New Campaign Feature video highlight is included in the above link.

New Features:

  • Payment item name(s) & value(s) may be set based on the recurring payment frequency. One-time payment options may have different sets of values versus monthly or other frequencies.
  • Payments may be set to process on a date in future. A patron may set the payment to process later. Schedule may be set for a set date (May 4, 2020), or several dates (May 1, May 15, June 1, June 15, etc.) or a range of dates (May 4, 2020 – July 1, 2020). The patron will only be able to set the processing date for his/her payment on the pre-set dates. Payment scheduling is not available when eCheck/ACH is selected, due to NACHA regulations.
  • Compatibility with the latest Bit.ly API release.
  • Various UI updates & enhancements
  • The selection of recurring options has been moved to the top of the payment item values since recurring selection may be set to change the amounts. This is only in the default campaign as well as new forms. Please make sure to move the recurring selection to the top of the form, before the payment selection, if the amounts are set to be changed based on the recurring. Existing forms will not be changed by default as part of this update. Updating the form is left to the organization as it is a customization feature.

Advanced Features:

  • LIFT campaigns work only with the one-time payments and will not update the customized frequency-based recurring amounts.

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CONNECT Update: New Fundraiser Emails and Enhancements (November 20, 2019)

Release Date: November 20, 2019

Updates:

  • Addition of various emails in the Fundraiser Settings allowing the administrator to have more control over the notifications that are being sent to the fundraiser upon joining, etc. Read more: CONNECT: Fundraisers & Teams
  • Removal of password for Fundraiser login. Fundraisers have to now receive the login code and login using the one time password (OTP).
  • Addition of additional wildcards in the receipt, based on customer request: 
    • {BillingFirstName}
    • {BillingMI}
    • {BillingLastName}
    • {ShippingFirstName}
    • {ShippingMI}
    • {ShippingLastName})

Bug Fixes:

  • Hidden custom questions were not posting to Salesforce: based on customer request
  • Resolving the Fundraiser Thermometer issue as report: based on customer request

CONNECT Platform Update: UI Changes, Enhancements (September 24, 2019)

Release Date: September 24, 2019
Versions:

  • Connect Administrative Portal: 002.041.017
  • Connect: 001.045.014
  • Forms: 002.029.013
  • SMSgiving: 001.001.000
  • SMSgiving API Services: 001.001.002

Updates:

  • Editor update to a more flexible and enhanced features.
  • Image storage enhancement and caching for better global response.
  • Text changes and form editing UI changes.
  • WordPress icon added to the form code pop-up.
  • Inclusion of pledgeTV code to the WordPress plugin

The update includes core platform changes setting the stage for the next major update. Since this update has a lot of changes to how images are delivered, we recommend clearing your browser cache in case of any UI issues.

Announcing CONNECT SMSgiving (May 21, 2019)

Release Date: May 21, 2019

Read More: https://clickandpledge.com/products/smsgiving/

New Feature:

We are happy to announce the immediate availability of SMSgiving for all causes. The new SMSgiving provides a quick & easy way for patrons to donate to the causes they wish to support through simple SMS messaging to a phone number, as provided by the cause.

For additional information & how to set it up please see the following links:

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CONNECT Security Feature Update: Addition of Google reCaptcha to all forms (May 17, 2019)

Release Date: May 17, 2019

New Feature:

To combat script attacks against all Connect forms, the Google's invisible reCaptcha has been added to all Connect forms. More information may be found here: https://www.google.com/recaptcha/intro/v3.html

Credit card validation attacks against forms is a daily occurrence and has increased by orders of magnitude in receipt months. On a daily basis various nonprofits are being targeted by script attacks against their forms validating stolen credit cards. Several organizations have experienced more than 100K posts in less than 10 seconds which also borderlines a DNS attack against our network. While Click & Pledge provides 100% protection against all fraud, the magnitude of these attacks are taking a toll on Salesforce posts and reports. To minimize this attack vector we have introduced reCaptcha to all forms. The reCaptcha does NOT ask the validation questions with each donation but only appears when suspicious activity is detected.

This feature has been part of the code for over 2 years but not enabled. On Friday, May 17, a decision was made to activate the code to stop a massive attack against a couple of forms. The feature has been tested thoroughly and we are confident that it will mitigate many issues that are facing various organizations.

At Click & Pledge, our number one priority is your data security and integrity. Please post any questions you may have regarding this feature to the Community forums or contact our support department.

Announcing Bit.ly Integration in CONNECT (October 29, 2018)

Release Date: October 29, 2018

New Features:

  • Bit.ly: Connect integration with Bit.ly (https://bitly.com) provides a short URL for each Campaign form. With the release of this integration, each campaign form will automatically set up a bit.ly URL with your bit.ly account. A free bit.ly account is required for this feature. Please see below and read more: CONNECT: Third Party

2018-10-29_13-58-20.jpg

 

  • Recurring Decline Notification List: You may now add any number of email addresses to be notified when a recurring transaction declines. To update the list go to Connect Settings > Receipts > Receipt Settings > Recurring Decline Notification (see below:)

 

2018-10-29_13-59-25.jpg

CONNECT Update: Addition of DELETE Contact Option (May 23, 2018)

Release Date: May 23, 2018

New Feature:

Delete Contact: The new option available as a button for each transaction provides the means for deleting all Contact information provided with the transaction. The deletion results in complete removal of the contact information from the system. The following warning appears at the bottom of the page requiring acknowledgement prior to deletion. The option is ONLY available for users with administrative rights and the UserID will be recorded in the logs. This action results in complete destruction of the contact information with no means for recovery.

2018-05-23_12-58-19.jpg

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CONNECT pledgeTV update: Addition of Timed Pay to View (May 16, 2018)

Release Date: May 16, 2018

New Features:

  • pledgeTV >> Pledge Video: Setting up the "Require Payment in Advance" now allows for setting up a start and end date for required payment. A use case may include pay-to-watch option to be set up for a specific period, after which the Channel may be watched for free.
  • pledgeTV listing grid in the admin shows icons for the videos that require payment prior to viewing as well as their timed setting.

CONNECT Update: Post to Salesforce - Block Autoresponders (February 23, 2018)

Release Date: February 23, 2018

New Feature:

The "Send Autoresponder(s)" checkbox will disable (enable) sending the autoresponder when a transaction is pushed to Salesforce. A typical use case includes pushing an old transaction to Salesforce and not sending the Autoresponder. The option will help not sending autoresponders to patrons with old transactions.

The option is in the "Post to Salesforce" >> Send Autoresponder(s)

2018-02-23_14-41-37.jpg

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CONNECT Update: Thank-You Page URL Parameters (February 15, 2017)

Release Date: February 15, 2017

New Features:

The following new parameters are included in the response URL, upon completion of a transaction:

  • ON= Order Number
  • Response = Authorized
  • T = Total

Example = ?on=21332-1802151127122784242&response=authorized&t=30.00

Optional Parameters:

  • RefID = Reference ID [pass through and NOT saved]
  • TRK = Tracler [50 characters limit - saved & available in reports]


The optional parameters are the ones that if passed in the original URL will be included in the response. For example:

  • The Form URL = https://connect.clickandpledge.com/w/Form/190f31dd-1c1c-497c-8ef2-5a3694a3cb7e

Passing the optional parameter RefID or TRK results in the following URL:

  • Modified Form URL = https://connect.clickandpledge.com/w/Form/190f31dd-1c1c-497c-8ef2-5a3694a3cb7e?RefID=123456789ABCD&TRK=WhateverGoesHere

Use Case:

  • Google Analytics code may be set to read the URL from the Thank You page with these parameters.
  • When using the link in a newsletter, the Tracker may be added with any text (up to 50 characters) to the URL. The tracker will be saved as part of the transaction and is available in reports. Tracker also posts to Salesforce.

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CONNECT Update: Response Redirect, UI Enhancements, and more (December 11, 2017)

Release Date: December 11, 2017

New Features:

  • Amount button new design option: Button label may now be moved to the right hand side of the button. [Figure 1]
  • Authorization / Decline redirect URL: A transaction authorization or decline landing page may now be redirected to a custom page. IMPORTANT: The landing page has to be secure otherwise the patron will receive an error for insecure redirect. The system will NOT redirect if the landing page is not secure (https://). Please make sure the landing page is secure if this option is used. [Figure 2]
  • Addition of Middle Initial field to all forms to comply with Canadian regulations. See: https://www.canada.ca/en/revenue-age...d-charity.html [Requested by a customer] [Figure 3]
  • Addition of Middle Initial to the receipt fields BillingName field will include the middle initial if used by the patron.
  • Various UI changes such as addition of pull down menu in various lookup areas if the available option is less than 20.
  • Bug fixes & performance enhancements.

Figure 1: Amount Label Options

AmountLabel-options.jpg

  • Amount Label Combined:

AmountLabel-Combined.jpg

  • Amount Label Separated: 

AmountLabel-Side.jpg

 

Figure 2: Authorization / Decline Redirect

Redirect.jpg

Figure 3: Middle Initial [Optional]

MiddleInitial.jpg

CONNECT Update: Social Messages On-Off and Salesforce Connect Enhancement (October 5, 2017)

Release Date: October 5, 2017

New Features:

  • Campaign > Forms > Thank you Message: Addition of Show/Hide for the social messages. Now you may hide the share icons for individual donation forms.
  • Salesforce Connection: Account nickname will post as the Account name in Salesforce. In prior releases, the account name was customizable in Salesforce but with the latest release we are posting the nickname and no longer allowing it be customized in Salesforce. This feature is to enhance the usability and reduce any confusion that may arise if the names in Connect & Salesforce are different. A unified nickname across all platforms will further enhance usability.

Recommendations:

If you are using Salesforce we ask that you login to Connect and re-establish connection with Salesforce. The latest release of PaaS is required for the new feature to function.

Announcing CONNECT Update: Conditional Questions, More Receipt Nodes, and more (September 20, 2017)

Release Date: September 20, 2017

New Features:

  • Conditional Questions show / hide based on previous replies to other questions. 
  • Additional receipt elements: Org Name, Account Nickname, Recurring Nodes (Indefinite, Definite, Ended) - with these nodes you may custom messages for each of the recurring conditions separately.
  • Addition of wildcards in the receipt builder giving more flexibility in positioning of variables.
  • Social images for the thank you page, Facebook Twitter
  • Addition of URL parameters to the forms for authorized & declined transactions when RA & RD redirects are used:
    • ra= redirect in case of Authorization\
    • rd= redirect in case of Decline
    • on= Order Number
    • response=authorized or dcl
    • total = t
    • referenceid = refid
    • trk=tracker

Announcing CONNECT WordPress Plugin (September 19, 2017)

Release Date: September 19, 2017
Version: 1.1709.4.8.1.00.05

We are happy to announce the release of the WordPress Plugin for Connect. Through this plugin you may insert a single tag to any of your WP pages for adding a Connect form to the page.

More information: CONNECT: WordPress Plugin

CONNECT Receipt Enhancements and Options (July 6, 2017)

Release Date: July 6, 2017

New Features:

  • Receipt Builder: Addition of the following merge fields:
    • Campaign Name
    • Matching Gift Company
    • Receipt Header (as used in the 3rd party application, e.g. Salesforce, WooCommerce, etc.)
    • Referring URL
    • Time Zone
    • Tracker
  • Receipt Settings: Addition of API Integration, e.g. Salesforce, WooCommerce, etc.

The new feature offers a default setting for the referenced receipts in the third party application. In the absence of a Connect campaign reference or when the Connect campaign is set NOT to send a receipt but the posted transaction through a third party is set to send the receipt, the selected receipt template in this section will be sent.

  • Campaign > Campaign Details > Receipt Information: The receipt may be set to use the Settings > Receipt > Receipt Settings or be customized for the campaign.

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CONNECT Update: Receipt Settings and More (June 18, 2017)

Release Date: June 18, 2017
Platform: Connect Portal & Core API

New Features:

  • Settings > Receipts > Receipt Settings: Default values for receipts may be set for each of the following conditions & recipients:
    • Patron Receipt through the Connect campaign and its payment forms/widgets
      • Receipt template may be set as well as the email subject for both the patron and internal notification
    • Patron Receipt through the Connect fundraiser pages
      • Receipt template may be set as well as the email subject for both the patron and internal notification
    • Fundraiser Receipt / Notice
      • Receipt template may be set as well as the email subject for both the patron and internal notification
  • Settings > Receipts >Receipt Builder: The PDF Attachment (receipt copy and cover sheet) option is now part of the construct of a receipt instead of the campaign.
  • Full customization of the "From Name", "From Email", and "Reply To" address for each campaign.
  • Transactions & Reports > Transactions > Transaction Order Number > Resend Receipt: Re-sending a copy of the receipt is fully customizable allowing for sending any template to the patron, fundraiser, or any other email.
  • Within Campaign Details, in the Custom Questions / Answers section the default option(s) may be pre-selected with checkbox and radio button formats.
  • Recurring Transaction: The next charge date may now be edited as part of "Manage Recurring". The "Next Installment Date" may now be set to any date in the future. Use case may be managing a declined recurring transaction where the card information needs to be updated. Once the card has been updated, the next recurring date may be set to process the missed transaction or delay the next transaction to a future date.
  • Recurring Transaction Sending Receipt Setting Update: Sending the receipt to the patron may be changed to a different setting (send or not send) by Managing & Editing the recurring transaction. Prior to this release the recurring transaction receipt could not be changed from its initial setting, if it was set to send it would always be sent and if set not to send it would never be sent. With this feature the status may be changed at anytime.

Behavior Changes:

Removal of Email Reply to Address & Internal Notification fields from the Account Information tab. This is now located under Receipt > Receipt Settings
Separating "Recurring Transaction", "Payment Method / Cards", "Receipt Information" from the "Payment Details" in the campaign definition. Each action type is now a separate sub-tab in the "Campaign Details" tab.

Bug Fix(s)

Charge Next in the Recurring was sending the receipt regardless of the original transaction's setting for not sending the receipt.

Discussion:

The following provides a few key points about this update. Please make sure these changes are managed properly since they affect all accounts.

Background: Prior to this update, the legacy "System Receipt" was being sent to all transactions that were not referencing a Connect campaign. In addition to the patron, the internal notification was also receiving the same receipt with each transaction. There was also no option for the internal distribution list or the organization NOT to receive a copy of the receipt. With this update, all this behavior has changed.

New Behavior: The update has added a generic design to the list of receipts and by default has assigned this added receipt as the default receipt. For backward compatibility, the system will behave exactly as before where the patron and organization both receive the same generic email with each transaction. The following is a thumbnail of the new receipt:

2017-06-18_12-33-41.jpg

The receipt that is assigned in the "Receipt Settings" tab cannot be deleted but any other designed receipt may be assigned as the default receipt allowing for the newly added receipt (System Default) to be deleted. The added receipt may be edited, updated, and customized just like any other receipt.

It is important to note that all third-party applications, such as Salesforce Virtual Terminal, Salesforce Event, WooCommerce, GravityForm, etc. will send the newly default receipt if not referencing a specific Connect campaign.

As stated earlier, all API applications will use the Receipt Setting assignments if not referencing a specific Connect campaign.

The update DOES NOT affect the legacy portal forms as they will continue sending the legacy system receipt.

Receipt Builder:

Prior to this release the PDF attachment was always included with each receipt and the cover sheet was part of the campaign design. Given many campaigns may use the same receipt, the new design is now including the options for the PDF attachment as part of the design of a receipt. A receipt may be set with a cover sheet and the PDF copy of the receipt and assigned to any number of campaigns.

Send Receipt:

Prior to this release the "Send Receipt" option sent the exact copy of the receipt which was previously sent, at the time of the transaction. With this update sending the receipt allows for selection of a any receipt template with full flexibility for sending the receipt to the patron's email, fundraiser, or any other email address. The subject of the email will follow the transaction's Connect campaign setting if assigned, and the "Receipt Default" in the absence of any Connect campaign.

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CONNECT Update: Fundraiser Profile Activity History Display Options (March 24, 2017)

Release Date: March 24, 2017

New Feature:

  • Fundraiser Settings > Profile Activity History: Fundraiser history may be set to show or not to show past campaign activities. Various causes have asked for clearing the fundraiser's activity history and totals when a campaign ends. In the past fundraiser's page always showed a fundraiser's past history for all previous campaigns. While many causes still want this feature, a few have asked for more flexibility. The new feature offers the flexibility on what to display on a fundraiser page.

2017-03-24_16-54-28.jpg

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Announcing CONNECT Campaign Free Facebook Ads (March 20, 2017)

Release Date: March 20, 2017

New Features:

  • Campaign Ad-Manager: Each campaign may have one Facebook Ad created as part of its set up. These ads are free & 100% paid for by Click & Pledge.
  • Country & State picklist for all countries & their respective states and provinces based on ISO list. Connect forms now have cascaded states & provinces upon selection of the country.

CONNECT Update: Autocomplete with URL Parameters (February 17, 2017)

Release Date: February 17, 2017

New Feature:

  • Patron information may be passed through the URL using the preset variables. See the KB article: CONNECT: URL Parameters

CONNECT Update: Addition of Item Start and End Date (February 6, 2017)

Release Date: February 6, 2017

New Feature:

  • Items may now be set with a "Start Date" and "End Date" allowing for radio button or open item fields to show and hide based on the set dates as shown below:

CampaignItem-StartEndDate.jpg

CONNECT- Recycle your forms using our new import & export feature (January 26, 2017)

Release Date: January 26, 2017

New Features:

  • The search field allows for searching of form Id's, widget Id's, and campaign names when in the "Fundraising" section.
  • Recycling Forms: A form may be recycled to another account. Using this feature a form designed in one C&P account may be imported into another C&P account.

CONNECT Update: Addition of Recurring Period SKU (January 5, 2017)

Release Date: January 5, 2017
Version #: Login: 2.009.001

New Features:

  1. Recurring Periodicity SKU: An SKU may be assigned to each recurring period, e.g. Monthly, Quarterly, etc. The SKU will be appended to the Item SKU before the addition of custom question SKU's. The order will be: <Item SKU><Recurring Period SKU><Custom Question 1 SKU><Custom Question 2 SKU>... <Custom Question n SKU>
  2. UI Changes and enhancements.

Details:

Feature 1: Recurring Periodicity SKU

SKU's may be added per campaign, for each recurring period as shown below.

2017-01-05_10-34-14.jpg

Feature 2: UI Enhancements

Addition of list view for the forms displaying the form GUID:

2017-01-05_10-36-08.jpg

Addition of Custom Question SKU's in the list view:

2017-01-05_10-38-31.jpg

Addition of Campaign Alias to the list view:

2017-01-05_10-40-26.jpg

CONNECT Update: Addition of Custom Question SKU (December 23, 2016)

Release Date: December 23, 2016
Version #: 002.005.005

Please Note: It is highly recommended that the browser cache be cleared prior to using the new features.

New Features:

  1. Custom Question SKU: Each answer to a custom question may be assigned an SKU to be appended to the main payment item's SKU. See example below.
  2. Custom Question section name show / hide: The section name may be set to Hide for further UI customization.
  3. Inclusion of Analytics Script (e.g. Google Analytics) in the "Thank You" page to help with tracking the transaction completion analytics.

Details:

Feature 1: Custom Question SKU >> In the following example a radio button with several options are available in the form in addition to 2 custom questions.

Donation Form options:

  • $30 >> SKU= Student
  • $50 >> SKU= Patron
  • $100 >> SKU= Silver
  • $1000 >> SKU= Platinum

Custom Questions:

  • Are you an existing member?
    • Yes >> SKU Suffix = :Existing
    • No >> SKU Suffix = :New
  • Do you wish to receive our monthly magazine?
    • Subscribe >> SKU Suffix = :OptIn
    • No Thank you >> SKU Suffix = :OptOut

Given the above items and custom questions the following SKU's will be assigned to the paid item:

  • Paid $30 and answered Yes to the member question and No to the subscribe question: SKU = Student:Existing:OptOut
  • Paid $100 and answered No to the member question and Yes to the subscribe question: SKU = Silver:New:OptIn

The feature may be used in Salesforce by allowing mapping of various conditions in fields in Account, Contact, or Opportunity. Autoresponder may also be triggered based on the combinations of items.

CustomQuestion.jpg

Feature 2: Show / Hide of custom question section name

CustomQuestionHeading.jpg

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Announcing CONNECT Update: Additional Fee and Field Label Customization (December 2, 2016)

Release Date: December 2, 2016

Overview video: http://screencast.com/t/ijBx8Jc57ul

New Features:

  • Additional Fee: Additional fee may be added to a donation automatically or as an opt-in. Fully customizable with opt-in texts and amounts.
  • Field name customization: All billing field and address labels are now customizable.

CONNECT Update: Addition of Campaign Alias to the Report Filter (November 15, 2016)

Release Date: November 15, 2016

New Feature:
Addition of Campaign Alias to the report filter, as seen below:

Connect-Report-Filter.jpg

  • Minor bug fixes & UI enhancements

CONNECT 2.003.002: Salesforce Campaign for each Form (November 9, 2016)

Release Date: November 9, 2016
Version #: 2.003.002

New Features:

  • Salesforce Campaign may be assigned to each Form. Prior to this release forms were only using the Salesforce campaign that was assigned to the Connect campaign, resulting all forms were posting to the same Salesforce campaign. With this release, each form may post to a different Salesforce campaign.

2016-11-09_14-05-17.jpg

  • Allowing all (almost) special characters in custom questions & section labels. The only character that is not allowed is &
  • Various UI enhancements
  • CSS updates

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CONNECT 2.3: Fundraiser Campaign Link (November 1, 2016)

Release Date: November 1, 2016
Version #: 2.003.000

New Features:

  • Fundraiser Campaign Link: A new parameter has been added to allow for emails sent to the fundraiser to include a link to the fundraiser campaign page. Prior to this release the only available link was to the fundraiser global profile page. The feature was requested in a post as detailed here: https://forums.clickandpledge.com/fo...rge-field-link

The following illustrate the new fields:

FundraiserCampaignLink.jpg

The field may be added to the email:

AssignFundraiserEmail.jpg

Bug Fixes:

  • Minor UI fixes.

CONNECT 2.2: Addition of Opacity to all regions (October 28, 2016)

Release Date: October 28, 2016
Version #: .002.002.003.033

New Feature:
The color & image background colors may not be set with various percentages of opacity. Uploaded images may be made lighter in all regions. See below:

2016-10-28_13-42-30.jpg

 

Bug fixes:

  • Shared Salesforce Connection was not being recorded correctly in Salesforce.
  • Notification emails in campaigns were not being saved correctly.

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CONNECT 2.1: Cloning of forms, payment button alignment (October 25, 2016)

Release Date: October 25, 2016
Version #: 002.001.001.014

New Features:

  • Forms may be saved as a new name and with a new campaign. The option provides an easy method for copying an existing form in the same campaign or another campaign.
  • Payment buttons may now be set to show in 1, 2, 3, or 4 in a row. Using 1 button will result in vertical alignment since only one button will show in a single row.

Bug Fixes:

  • Default recurring periodicity was not showing correctly in certain configurations.

Announcing CONNECT Update 23: Fraud Whitelist (October 20, 2016)

Release Date: October 20, 2016
Version #: 002.000.023.031

New Features:

  • Settings > Fraud Settings: A whitelist fraud policy may be defined and assigned to one or more campaigns. It is important to note that any custom profile is outside the Click & Pledge's warranty for fraud protection and by setting a custom fraud setting the organization accepts all liabilities for a fraudulent transaction.

2016-10-20_16-17-19.jpg

Enhancement:

  • Campaign name may now include all special characters, except the "&" (ampersand) sign.

CONNECT 2.0 with new forms & more (October 6, 2016)

Release Date: October 6, 2016

We are happy to announce the release of Connect 2.0. The following is a summary of the new features:

  • A brand new management console & UI.
  • Comparative dashboards and reports.
  • Campaign Forms: Campaigns may now have unlimited forms, each with a different design.
  • Customized Receipts: Unlimited number of receipts may be designed and used by each campaign.
  • Uses & Profiles: Unlimited users may be defined, each with a different security profile. Unlimited granular security profiles may be defined for each user or group of users.
  • Customized Fraud Setting: Each campaign may be set up with a different customized fraud setting.
  • Disposable Password: To protect against security flaws associated with passwords, a new OneTouch integration is available through Authy. Using a mobile phone, an approval alert will be sent for each login attempt. Logins may be remembered for 30 days.
  • & lots of new additions to existing features. Explore our help desk for articles, and tips & tricks.

CONNECT Update: Various UI enhancement and Behavior Changes (April 15, 2016)

Release Date: April 15, 2016
Version #: 1.030.004.030

Behavior Changes:

  • Administrative Portal:
    • Global Search: Search for first and last name as well as order number.
    • Transactions:
      • Removal of Search box and combining it with the global search, located at the top right hand corner.
      • Providing only 30 days of transactions in the default page. This change will speed up the opening of the first page.
  • Virtual Terminal: Allowing for quantity 0 to be processed. When the quantity is 0 in the item list the item will not post for processing.
  • Virtual Terminal - Setting: Allowing for default value of 0 in the quantity field to be saved
  • Campaigns:
    • Payment Form > Addition of BCC for the receipt. [Request from a customer]
    • Payment Form > Custom Questions: Changing the length of the question from 50 to 200. [Request from a customer]
  • Widgets
    • Removal of the currency symbol in the OTHER field of the payment form widget.

CONNECT Update: Addition of Transaction Campaign to Report (June 13, 2016)

Release Date: June 13, 2016
Version #: 001.031.000.031

New Feature:

  • Addition of Transaction campaign to the report.

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