Website permission update

Flore avatar
Shared by Flore β€’ January 20, 2023

This update was published on August 26, 2022

πŸ’» Website

When a CPU only has website permissions, they now see β€œView all sites” in the sidebar menu

Membership cancellation improvements and supporter portal beta update

Flore avatar
Shared by Flore β€’ January 20, 2023

This update was published on August 9, 2022

😊 People

  • Improved membership cancellations from the control panel:

Memberships tied to recurring donations can now be canceled through the control panel.
In the settings of an Active membership tied to a recurring payment, you will now see a "Cancel membership" button in the lower-right corner. When clicked, you'll see a friction modal indicating that canceling the membership will:

Cancel the associated recurring donation. A recurring donation cannot be re-associated with a membership once it's been canceled

Schedule the cancelation for the end of the current billing cycle. After cancelation, the membership will remain active with an expiration date of the end of the current billing cycle. More here in documentation

πŸ’Έ Finances/Supporter portal

  • Released an update to the Supporter Portal beta which includes more features for donation and membership management as well as portal appearance read detail here

More work on permissions & tag sharing

Flore avatar
Shared by Flore β€’ January 20, 2023

This update was published on July 17, 2022

😊 People

  • Ever wondered why a control panel user has access to certain profiles and not others? Lost track of where on your website you're assigning point people? Now you can see all the people that are assigned to a control panel user, filter by assignment type, and review all assignment sources in your Nation. Go to a profile dashboard < assignments
  • Past exports can now be accessed through the "More" menu in the people view
  • If you’re using tag sharing there are now two more sync options available, reach out to your Account Manager if you would like this functionality added to your Nation: primary email and email is bad

Ability to capture middle name on donation forms, work on permissions

Flore avatar
Shared by Flore β€’ January 20, 2023

😊 People

  • Control panel users with assigned people can no longer access exports generated by control panel users who are assigned to them
  • Allow recurring imports to be edited. Previously you had to delete and re-add the import to make changes
  • Fixed bug that caused recruits count in the control panel and on public profiles to be incorrect if a recruit was deleted

πŸ’» Website

  • Fixed bug that resulted in site access being removed from a group when the sites images, footer or analytics setup were edited
  • Allow capturing middle name on donation forms. This can also be added/accessed via the donation api. Api docs have been updated

πŸ’Έ Finances

  • Allow capturing middle name on donation form via the donation API. API docs have been updated

ActionButton animated butons

Flore avatar
Shared by Flore β€’ January 20, 2023

This update was published on June 22, 2022

  • ActionButtons now all include an animated button which is 2x more likely to get impressions!
  • Default political capital is now 0 when logging contacts from a list (it was -1)

Automation history available on profiles

Flore avatar
Shared by Flore β€’ January 20, 2023

This update was published on May 30, 2022

Automation history is now available within single-person view. You can read more in our documentation here.

Translations added and a few bugfixes

Flore avatar
Shared by Flore β€’ January 20, 2023

This update was published on May 23, 2022

  • ALTO is now enforced as an opt-out keyword πŸ‡ͺπŸ‡Έ
  • Our email editor, TinyMCE is now translated into French πŸ‡«πŸ‡· and Spanish πŸ‡ͺπŸ‡Έ
  • We fixed a bug in the donation API endpoint where it sometimes failed if the existing donor had a very long occupation
  • Hidden events are now excluded from the event map
  • We fixed a bug with logging batch contacts for text blasts



​

Autodistricting, theme publishing improvements, opt-out language for texts

Flore avatar
Shared by Flore β€’ January 20, 2023

This update was published on May 2, 2022

  • Auto-districting is now available in Columbia and Panama!
  • We fixed a bug with the survey response API endpoint, it was not working in french language
  • The Publish button on the page preview now only publishes the template for the current page instead of the entire theme. This also fixes a bug that allowed nations to accidentally publish a theme they did not have access to.
  • Text blasts now enforce opt-out language, this keeps us in line with Twilio's guidelines
  • We made performance improvements to the batch list update tag feature
  • Added a flag to ticket orders to allow RSVPs to be hidden or shown

    ​


​

Recurring donation updates, donation import history and more views with search!

Flore avatar
Shared by Flore β€’ January 20, 2023

This update was published on February 14, 2022

We've updated how we categorize recurring donations for NationBuilder Payments:

  • When recurring donations start to fail, you can find them by selecting "failing" from the Recurring donation status filter in both the People and Finances sections.
  • Once a recurring donation is canceled due to too many consecutive failures, we update the status to "failed". Going forward, only manually canceled recurring donations will have the "canceled" status.
  • Donation imports are now paginated so that you can see all the historical ones!

  • We fixed a bug where the wrong broadcaster could be attributed to an email contact if you had multiple broadcasters with the same email address.
  • Enterprise and Architect plans now get 50 permission sets.
  • You can now search both precincts and saved filters. Saved filters are paginated now too!


​

All the bugfixes!

Flore avatar
Shared by Flore β€’ January 20, 2023

This update was published on April 25, 2022

  • We fixed a bug that was preventing activity logging when removing a labeled tag.
  • When a tag share was stopped and reshared, that prevented the recipient nation from unchecking the boxes to create new people and import new profiles as prospects. This has been fixed!
  • Donation activities now reflect changes in the page the donation was made from.
  • If a mobile number is not unique in a nation, incoming texts from that number will now be recorded on the profile who was most recently texted by the broadcaster.
  • We fixed a bug that prevented automation emails from going out if the author had been removed.