This Daxko Operations release contains changes to Daxko Dashboards filters as well as some minor updates to a few pages. Plus, be sure to read below about some exciting donation features coming soon!
March 17: This post was updated with new information about page conversions and custom donation amounts.
Daxko Dashboards Filters Changes
We have made some changes to the filters within Daxko Dashboards.
- First, filters can now be found within a hidden pane on the right-hand side of the dashboards.
- All Dashboards now have the default filter Month-To-Date or current month.
- The new Relative Date filter provides users with the most common date ranges, allowing last, this, and next options for the most desired time ranges such as week, month, and year. For example: “In this month”
- The Advanced Filtering provides the user with the flexibility to use selections such as is, is on, is on or after, and is on or before. When using the Advanced filtering, users can ignore the time filters as they are not used, just the date is. For example: using the term is less than or equal to 12/31/2021 would be the same term as is less than 1/1/2022.
- The Basic Filtering option can be used for single-date selections.
Pages Converted – March 17th UPDATE
We have made a few more updates to the technology we use for a couple pages. The URL for these pages will be slightly different, and users may notice minor layout changes, but the page functionality has not been changed.
The pages that have been updated are the following:
- Fundraising > Donor Search
- We identified issues with the Fast Fees and Unit Payment Receipt page conversions and have reverted back to the previous versions. These will be updated at a later date.
Note: If users have any of the above pages bookmarked in their browser, they will need to update the URL following this release. The old URL will no longer work.
Customize Donation Amounts – March 17th UPDATE
Users can now set custom ask amounts for online giving. These custom amounts will display when the online giving page is accessed using the campaign’s unique URL or during online checkout for Standard Programs, Child Care or Camp Programs that allow Donations During Checkout. Read the full user guide here.
These features will be available for users on Wednesday, March 16. Please contact support@daxko.com if you have any questions.
Coming Soon… 👀
In the coming weeks, we will be releasing some exciting donation enhancements for all Daxko Operations associations. These features are currently being reviewed by early adopter associations. We will be releasing these features for all associations in the coming weeks, so be sure to stay tuned to the release blog for more details.
Donations During Checkout
With this feature, associations who allow online registration for programs or childcare can now accept donations during online checkout.
SMS Staff Notifications for Donations
Keep track of your incoming pledges with SMS notifications for donations! This release allows staff to receive SMS text messages when pledges above a defined amount are made towards any campaign at your association.
If your association is interested in being an early adopter for any of the above items before we release to all associations, please contact our product team to learn more.