Welcome to Luminate Ideas!
Please submit all product enhancement ideas below. We welcome your feedback; your ideas will be reviewed by the Product Manager that oversees the development of that part of the product on an ongoing basis and updated with its current status monthly based on our product planning process. Ideas you submit could help us shape features currently in development or grow our repository of requirements for our next big enhancement. Thank you for taking the time to share your thoughts and expertise with us.
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Add Donors to Group by Form
It would be really useful if donors on a given form could be automatically added to a group. Currently, the options are to add donors automatically at the donation campaign level or at the donation amount level. It would also be useful if we could select more than one group to which donors are added automatically.
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Gaby Gollub
- Dec 5 2017
- Shipped
| Area of the Product | Donations |
| Org/Company Name | WWF |
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Gaby - sorry for the delay, but our team here believes things are working as expected - can you tell if things continue to work as you expect?
I made a small adjustment, tried again, and was successful in being added to the designated group. If you could confirm that this is ready to use, I would be grateful.
I just noticed that this seems to exist now (yay), however I just made a transaction on a form and was not added to the group I selected in this new field in step 1. Is this not yet fully functional?
John, thank you for this update! I'm very glad to hear it. This change will save your customers time, improve donor data, and simplify the QC process.
Hey Gaby -
Sorry for no response here, but we are bringing this into Luminate Online - it is planned to be in our next release, you will be able to select a group for each donation form.
-John
I am still hoping this can happen one day. It does not already exist. And Luminate Beta is going away. This would be a welcome enhancement.
Just following up on this request. Thanks for your response.
Any progress on this? It would be super convenient to be able to do one or both of these.
Thanks for letting me know about that filtering option, Ken. Unfortunately, the results I got were not entirely accurate. Do you know if there will eventually be the option to automatically add donors on a given form to a group, as we can do at the campaign and the donation amount level? The steps in Beta are a bit cumbersome, and did not function properly.
Hi all, this now exists in Luminate Beta! You can filter by constituents who have given to a specific donation form as a filter and then push that to a Luminate Online Group to use in your email campaigns. Those groups will automatically rebuild if you choose that setting when you configure your email too.
I AGREE! This would be a VERY helpful feature!
Yes!
I've been wanting this for years. Brilliant.
This would be a very helpful feature to have!