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Our organization wanted to set up the Gift Service Center, allowing our sustaining donors to update their billing information and terminate their gift. We thought this feature was a neat idea that would save us time and empower our donors.
Little did we know that to access the Service Center, the donor requires a user account (username and password), and that there's no way for the donor to create such an account when they make their gift. Instead they need to jump through the following hoops to gain access the the Service Center (confirmed by BB support, see case no. 017826382):
Click the Service Center link in the autoresponder
Click the "Forgot Password?" link on the login page
Fill the "Forgot Password" form with their username and email address
Click the link in the reset password email
Fill in the "Reset Password" form
Click the Service Center link in the autoresponder again
Fill the login page with their username and password
Expecting our donors to go through all those steps is ridiculous and I can't imagine that the feature was intended to work this way. The only way for donors to create a user account is for them to click the "Forgot Password?" link and reset it? Really? Furthermore, there is zero mention of the above requirements for donors to access the Service Center in the BB Knowledgebase or Luminate help documentation.
I'd like to propose a solution to the problem and how I expected the feature to work: When a link to the Service Center is inserted in a donation form's autoresponder, have the link tokenized so that when the link is clicked, donors are auto-logged in and have immediate access to the Service Center, without having to create a user account and log in.
And here's an alternative solution, if donors must absolutely log in with a username and password to access the Service Center: Allow donors to create a user account and set their username and password from the donation form. That would allow them to have access to the Service Center as soon as their gift is made without having to go through all of the aforementioned steps.
As it stands, the Gift Service Center feature is unusable for us. The number of support requests and complaints we'd get from donors would be unmanageable.
Area of the Product | Donations |
Org/Company Name | Cancer Research Society |
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Yes! we want to ask them to increase their gift amount and there is no real way to do this that has a positive ux experience and appeases the auditors
There is the S1 S-Tag you can include on the donation thank you page and all your ARs that shows the new user their user_name and user_password (or a set-your-password link depending on your settings.)
https://www.blackbaud.com/support/howto/coveo/luminate-online/Subsystems/S-Tags/S-Tags/S1_User_Data.html
Agreed! Donors don't know they have usernames or passwords, and making them jump through hoops to update their monthly donations costs our organization donors, time, and goodwill. It would be much better if donors could be auto logged in to the gift center when sent an autoresponder about issues with their donation AND emails asking them to upgrade their donation.
I agree! There is no reason why a donor receiving an autoresponder about their donation, should not be auto logged in. This has caused us to loose sustainers who are trying to update their credit card info.