What's New (July 13) 7785

What's New (July 13)

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Happy Tuesday! Here's the latest in Blackbaud Church Management!

  • Add class participants from a list
  • Enhanced filters for constituent lists
  • Set gift amounts in donation forms
  • Select your own confirmation page for online registrations
  • Disable the calendar option for online registrations

Classes
You can now use constituent lists to quickly add participants to a class based on selected criteria, such as membership status or completed journey steps. Unlike rosters, when you create a constituent list specifically for a class, you can reuse it in other areas, such as quickly assigning an action or workflow to all participants in the class. You can also export a list as a CSV file to work with in another application, such as Microsoft Excel or Google Sheets.

Also, to quickly refresh a class’s list of participants, you can now select Remove All to remove all current participants at one time. Then re-add participants individually or from a list or roster.

Note: To add participants from a list, users must have rights to view constituent lists.

For more information, see Add or remove class participants from a class series.

Constituent lists
To help narrow a constituent list, such as to identify those with lapsing memberships, you can now include dates when you filter by membership status. Previously, you could only filter by status.
membership_filter.png

Also, to help you identify congregants based on their faith milestones, you can now filter by faith journey step and date

journey_step_filter.png

From Lists, Constituents, select Filters . Next, choose Current membership or Journey step under Constituent basics and select Apply changes. From the list, select the filter name again narrow the list based on a specific membership status, journey step, or date.

Donation forms
To help increase the amount congregants give, you can now set a default gift amount on donation forms. For example, you can suggest congregants give $100 by making it the default selection on the form. From Tools, Donation form designer, create or edit a donation form. Under Form, edit the gift options and choose the amount.

Online event registration forms
Select your own confirmation page for online registrations -- To help keep your branding consistent, you can now show registrants a page on your church’s website after they complete online registrations. Previously, registrants always saw the default confirmation page.

From an event record, under Online registration forms, edit an existing form or create a new one. Under Confirmations, Confirmation page, select Redirect registrants to a web page on my organization’s website and enter the URL.

If you published your form before June 25, 2021, you must also select Publish, copy the HTML code, and embed it on your website again.

Note: Transaction details are only available on the default confirmation page.

Disable the calendar option for online registrations -- Building on recent improvements to online registration forms, you can now manage whether registrants can download events to their personal calendars after they register. For example, disable the calendar option when an event is virtual or not time-based, or the dates and times from your church’s time zone would confuse registrants in other geographic areas. Previously, the calendar option always appeared in on-screen and email confirmations.

To disable the calendar option, open an event record. Under Online registration forms, edit an existing form or create a new one. Then under Confirmations, clear Allow registrants to add to a calendar.

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