New feature: Date Range Filter Shortcuts

Donorbox has added a new feature to allow organizations to quickly filter donations by date. You can customize the time range or choose from preset options such as 1 week, 2 weeks, 1 month, 3 months, 1 year, last month, year to date, and all.

You’ll find this new feature under the “Donations” tab of your Donorbox dashboard. Simply click on the time frame you wish to view and easily sort donations by your selected time range. 

When you select a date range, the donation total numbers on top will reflect the date range selected.

Invite your Team Members to your Donorbox Organization Account

We have recently added a new “Team” feature that will allow you to invite other members of your organization to sign up for Donorbox in order to help you manage your Org account. This can also be helpful if you want to give accountants access to view your financials.

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After Donation Tracking Code & PDF Invoices

After Donation Tracking Code

You can now track conversions from your donation campaigns by using an after donation tracking code! To use this option, go to your campaign editor and click the “Tracking” tab. Then, paste your tracking code, such as your Facebook Pixel conversion code, into the appropriate text box, and click “Save”.

PDF Invoices

We also added PDF invoices for your Donorbox services, which can come in handy for tax reporting purposes or for your accountants. To access these invoices, go to your Account and click the “Billing” link on the lefthand side. Then, scroll down to your billing history. The monthly PDF invoices will be located in the column on the far-right – just click the file icon to download them.

Thousands of Banks for ACH Donations + Changing Your Time Zone & Date Format

More Banks for ACH Donations

Plaid has added new banks to the ACH Donation option – there are now about 1,000! As a donor, if your bank does not come up on the first page of the ACH Bank Donation, we recommend using the search bar to search for your bank.

As a reminder, you must be a US customer to receive ACH donations. In order to enable the ACH donation option, you must go to your account and, on the “Account Info” page, scroll down until you find the “Enable ACH Bank Transfer Donation” toggle button. Once you’ve clicked the button to activate ACH Bank Transfers, update your account and you’re all set.

Stay tuned – recurring bank donations are coming in a few weeks!

Change Timezones & Date Format

We know every country looks at time and dates differently. The default timezone for most organizations is GMT. However, by going to your account and clicking the “Localization” button on the right, you can now change your localization settings. This includes changing your time zone as well as your preferred date format (mm/dd/yy, dd/mm/yyyy, etc.).

Once you update these settings, all of your donation timestamps will change to match your preferences.

Donation Information Page

Tired of having to export your donations CSV file in order to access all the additional information associated with your donation? Good news! We added a new button that allows you to see all the data from your donations right from your dashboard. Simply go to your Donorbox dashboard and click the “Donations” tab to access your list of donations. Then, click the “Show” button at the top of the far right column.

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Donors Database & Donor Profiles

We recently added a new page to your Donorbox dashboard in order to make it easier for you to manage your donors! The “Donors” page groups all your donations into a comprehensive list of donor profiles that you can easily sort through based on a variety of factors, such as their name, the date of their last donation, or their donation count. You can also sort by total donation amount!

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New Feature: Pre-Fill Default Amount in your Donation Forms

Are your donors having trouble deciding how much to donate? We recently added a new feature that allows you to pre-fill your donation forms with the default amount of your choice. This will further expedite the checkout process and encourage your donors to donate more than the minimum. To find out how it works, begin by clicking on the “Embed Form” button to the right of your campaign name.

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Feature Update: Custom Questions for Offline Donations

For those of you who do a lot of in-person fundraising and want to add your offline donations to your Donorbox account, we have some great news! You may have noticed that Donorbox forms have the facility for donation designation and custom questions. Now these questions are available for donations that you receive outside of Donorbox. Here is how it works:

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New Feature: Copy a Campaign

To all the ambitious nonprofits out there who create an impressive amount of campaigns on Donorbox, we have a new tool to make your lives easier! You can now duplicate your campaigns with the click of a button, so as to keep the same base for all your campaign forms. This means you no longer have to waste time editing every aspect of your different donation forms to make sure they match up to one another.

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Feature Update: Send Test Emails

Attention nonprofits, we just launched a new feature! You can now send yourself test receipt emails to see first-hand how your donation receipt template looks when it is sent out to your donors.

Initial & One-Time Donations

There are two types of email receipts you can test, the first being for initial and one-time donations.

Start by heading over to your Donorbox dashboard and clicking the “Edit” button by the campaign whose receipt email you wish to test.

Go to the “Email” tab of your campaign editor and, once you have drafted you email template, click the gray “Send Test Email” button.

This will send a test email to the email address you used to create your Donorbox account. You should get a popup notification letting you know that the email has been sent.

Subsequent Monthly Donations

The second type of email receipt you can test is the one for subsequent monthly donations. To do so, go to your Donorbox Account page and click the “Receipt Email Settings” link on the left-hand side.

Here again, once you have drafted your email template, click the gray “Send Test Email” button.

That’s it! Your test email will be waiting for you in your inbox, complete with a randomized name and donation amount.