General Feedback
This forum is for you to share ideas and exchange feedback with Mountaineers members, guests, volunteers, and leadership. You may vote for or comment on any idea and will be notified of its status changes. Your feedback helps us prioritize projects and improvements for our organization.
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12 results found
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Donation & membership from IRA
It would be good to have clearly indicated instructions for sending a check for donations and membership. For older members, making a QCD requires a check and cannot be made via credit card.
1 voteThis information lives at the top of our Donate page: https://www.mountaineers.org/donate.
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Mid-level Supporter membership type
A new family-style membership type for those who want to support our mission with a higher giving level (somewhere between Family and Peak Society)
3 votesCompleted Oct 2023.
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Track Shopping Cart Donations
Add some sort of flag on donations made during checkout (at the cart donations) so that we can identify and track them in salesforce. A checkbox would be sufficient.
6 votesThis idea was completed as part of Tech Update 4.5. Donations made through the cart now are part of a unique Salesforce opportunity that will enable these donations to be identified. The blog with the details of this update can be found here: https://www.mountaineers.org/blog/tech-update-4-5-bulk-roster-updates-practice-sessions-site-search-and-more
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Donor affinity checkboxes
Checkboxes to track donor affinity across major fundraising categories to ensure people can hear about the impact and opportunities that mean the most to them. For internal use only - no plone integration.
2 votesThis has been resolved by adding a multi-select “Donor Interest” field on the household.
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Make the Write-In Amount Box on the Donation Page Wider GH2902
On the Donation Pages make the write-in amount box wider. Examples:
- Donate: https://www.mountaineers.org/donate
- MAP Scholarship Fund: https://www.mountaineers.org/donate/other-giving-options/map-scholarship-fund (see attached)Probably as wide as the one on the checkout page (see attached).
3 votes -
Add "don't show on my profile" checkbox for donor related badges GH2748
Some members would appreciate having their peak society status hidden. Add a don't show on my profile check box to the badge roster entries.
5 votesWe can now respect member's preferences on what badges are public on their website profile while still incorporating that person into any reporting or analytics in Salesforce. We did not create a way for members to directly turn badges to private in their profile as there is not enough demand for this to prioritize the website development required. Instead, members can request a badge be set to private by asking staff or emailing info@mountaineers.org!
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Flag and Ask about Employer match in shopping cart for membership and/or donation
Flag and ask about employer match in the shopping cart if it contains a membership or donation amount (mostly like we already do sans employer if a donation amount is specified) and sync that to Salesforce.
2 votesThis idea is now live on the website. We have separated asking for employer match information from the donation box so that members/users can submit this information regardless of what is in their cart.
To keep up to date on website changes, check out our technology changelog: https://www.mountaineers.org/blog/technology-changelog
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Salesforce opportunity acknowlegment automation GH2885 ~Salesforce
I was dreaming about how to improve tracking donor communications and acknowledgements and came up with an idea.
From a salesforce opportunity I would love to have the option to initiate acknowledgment and thank you communications directly from Salesforce. They come in two forms:
- Generating a thank you email to the donor directly from salesforce based off of a selected template (selected based on gift) with the ability to customize before sending. It is something I'm doing for almost every gift and it would be nice if this email was already linked to the donor and the opportunity as an…
1 voteThis idea is closing as it is partially complete and components not completed no longer are relevant to pursue. To learn more about the updated feedback status options and process, visit this blog: https://www.mountaineers.org/blog/new-technology-experience-manager-feedback-management-improvements
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1 vote
Jun 2018
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Have Peak Society annual dues payment recorded as a donation GH1160/SD337
Have Peak Society donations be recorded as donation rather than membership type purchase opportunity.
1 vote -
Upgrade our Salesforce Nonprofit Stater Pack
The main reasons to upgrade include (1) NPSP2 is no longer supported, (2) the Eventbrite Sync does not work with NPSP2 without manual intervention, and (3) we have a few improvements we’d like that NPSP3 or come natively in NPSP3 and eliminate the need for development to get them.
0 votes -
Set campaign field to empty when adding a new opportunity
Helps with manual membership and donor accounting entries in salesforce.
0 votes
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