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Now you can export data from the Total gifts over time chart on all forms or individual forms to use for your own reporting. Export the chart as either an image file, which you can then embed in an application of your choice, or as a csv file or Microsoft Excel (XLSX) file to report on data such as amount raised, average amounts, and total donations.

On individual forms, you can export the Total gifts over time chart, as well as the Recent donations or the the Referral visits summary list to see page views, number of donations, and percentages for each referral. If you have multiple forms, you can use the exported files to compare the success of the forms over a given time.

To export data, from Online Giving, select ... in the Total gifts over time chart, Recent Donations, or Referral visits summary list. For more information, see Performance for All Forms or Performance for Individual Forms.

Help Blackbaud improve the online payment experience by letting us display an optional survey to donors after they check out through your donation forms. When enabled, Blackbaud periodically presents surveys and collects research on user interaction. The survey is turned on by default. To turn it off, go to the Blackbaud Merchant Services Web Portal. From Control panel, Settings, edit an account configuration. Under Checkout survey, clear the option and save.

To build on Add pledge gifts in the web view, now you can manage pledges too! You can:

• Add pledge payments from the pledge record, a constituent's record, Fundraising, or Home.

• Edit a pledge schedule's future payments, including the installment amounts and date from the pledge record.

• Add write-offs from the pledge record for constituents unable to fulfill their pledge commitments.

For more information, see Pledges.

We're improving how you connect SKY applications and access NXT Data Integration for Raiser's Edge NXT. Previously, the environment admin was the only role that had permission to manage SKY applications and access the API.

• You can use the Marketplace User management role to assign permissions with a greater level of granularity to enable any user to manage SKY applications in the Marketplace. Decide who can connect and disconnect applications, and who can approve scope changes. For more details, see the Permissions to connect applications help.

  Tip: Don't see this yet? Expect its wider release in a future update.

• For those who use the NXT Data Integration API, we’ve introduced a new Extensibility role to assign permission to access the API.

Note: If you were previously an environment admin, the new permissions are automatically assigned for you.

To create the User management or Extensibility role and assign permissions to users, navigate to Control Panel, Security to access Security roles and User management.

Now, you can add a membership, with basic membership details, from a constituent's record in the web view. Previously, you could only add a membership in the database view. To add a membership, on a constituent's record, under Membership, select Add membership. For more information, see Add membership.

Now, you can view the membership details and membership history for each membership in web view. Previously, you could only view membership history records in database view. To view a membership record, select it from a constituent's record under Membership. For more information, see Membership Records and View membership details.

Now, you can allow registrants to decline attendance for an event and prevent them from receiving event updates.

From the registration form designer, under Get Started, Registrant options select Allow registrants to decline RSVP to allow registrants to decline attendance from the online registration form.

Note: Registrants who decline RSVP on the event registration form appear as Declined in the list of participants on the Event record to help you remove them from future event updates. For more information, see Participants.

Tip: Select Allow registrants to make additional donations so registrants can still opt to donate even when they decline attendance.

For more information, see Online Registration Form Get Started.

Now, you can add a pledge when you add a gift from Home, Gift management, and a constituent record in the web view. Previously, you could only add a pledge in the database view. When you add a gift, select Pledge under Gift type. By default, the installment schedule is set to one payment. You can change the schedule when you select Pledge Schedule. For more information, see Pledges.

Use insights from Prospect Insights Pro to build a qualified prospect pool. From Fundraising, Prospect insights, under Build a qualified prospect pool, view suggested candidates to qualify and potential giving increases.

Candidates to qualify include Top prospects (formerly known as Untapped candidates), who are the most promising candidates for major gift fundraising in the near term, and Emerging prospects – those with the potential to become major gift prospects in the long term.

Patch 34 begins releasing in February 2024 and will encrypt several fields, including birth date, in database view. For more information on how this may affect your queries, see this Knowledgebase article.

From the web view, you can now access Online Giving to create Optimized Donation Forms and access your (standard) forms. Optimized forms encourage donors to complete transactions because of a new streamlined design that captures payments before collecting contact information. They also require minimal setup and include the same fee coverage options as standard forms.

Optimized forms:

• Use a branding card you customize with images and your mission statement.

• Are visually appealing, intuitive, and engaging.

• Automatically adjust to increase higher than average gift amounts based on donor data analysis.

• Display anywhere on your website without creating new web pages.

To access Optimized forms, navigate to Online Giving from the solution menu. From Online Giving, you can also:

• Manage users, roles, and settings for optimized and Standard Donation Forms.

• Set up a Blackbaud Merchant Services account, if necessary.

Note: As part of this transition, all your existing donation form users, roles, and settings migrated to Online Giving. However, you can continue to manage them from Raiser’s Edge NXT.

For more information, see Online Giving.

Now, you can enable direct debit for one-time gifts on Optimized Donation Forms. From Blackbaud apps, Online Giving, create or edit an Optimized Form. Under Payments and fees, select Enable direct debit. For more information, see Optimized Donation Forms.

Note: You’ll need to embed the updated HTML code for your registration form to take advantage of these new enhancements.

We’ve made enhancements to the code snippet for online registration forms you create with the registration form designer:

• You can now embed multiple registration forms on a single webpage.

• From Marketing, Email, Marketing Emails, successful transactions from recipients who interact with links on webpages that contain embedded forms are now included in performance analytics. For more information, see Marketing Email Performance Analysis.

For more information on how to embed online registration forms on your organization’s website, see Publish Online Registration Form.

Based on feedback, you can now change the date of Address Finder runs. From Tools, Data health, under Scorecard, Next update, select Reschedule Address Finder run. You can reschedule 90 days after a successful run or within 365 days from today's date.

For more information, see Address Finder.

When you add a registration form, you can now include an optional field to collect registrant or payment middle name information. To add the middle name fields to a form, from an event record, add or edit a form under Online registration forms. Select Form to open Form builder. To edit registrant or payment name fields, hover over the names section of the form and select Click to edit. Select to include the middle name field and edit the label if necessary.

For more information, see Registrant Details.

We’ve moved the ability to manage table values, clean up table entries, and add new donor category tables from Tables under Configuration in database view to web view. To manage tables in web view, navigate to Control panel, Tables.

For more information, see Tables.

Now, in Online Giving, you can add a designation and appeal through an Optimized Donation Form's hyperlinks without adding them to the form. This enables you to add &desid=ID and &appealid=ID to the end of the links. To find the IDs you want to use, edit an Optimized Form from Blackbaud Apps, Online Giving.

• For designations, from Donation, Designations, select Show All. Enter the designation name and make note of its ID.

  

• For appeals, from Optional fields, Hidden fields, enter the appeal name and make note of its ID.

  

Close the form and copy the type of hyperlink you want to use under Publish, Hyperlinks. Next, append the parameter and its ID to the end of the link inside the quotation marks. For more information, see Parameters in Online Giving Help Center.

Do you process transactions in multiple currencies? The new marketing email Transactions table displays transaction count, total amount, and average amount for each currency received. To view the table, select a recently sent email from your marketing email dashboard.

If your optimized forms are in test mode, the test donations are not provided with a receipt or displayed in giving statements. This is to avoid confusion if the test donations are deleted later and to prevent assigning receipt numbers to test donations.

For more information, see Optimized Donation Form Tutorial.