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Automatically sync BBIS Emails sent to the Constituent record in CRM communications
All donations are brought into CRM and recorded against a constituent from BBIS, however the acknowledgement emails sent to the donor do not get brought into CRM and are only visible in BBIS. There should be a sync between BBIS and CRM to copy the...0 Reviewed: Voting Open
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Ensure the KPI’s used to measure the success of an email marketing effort, incorporates the totals from BBIS in the calculations
BBECRM/BBIS: The KPI’s in CRM that are associated with an email marketing effort do not reflect the information in BBIS. For example, if CRM shows that there were 1,000 emails sent but only 900 were processed via BBIS due to additional filters or ...0 Reviewed: Voting Open
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Add an exclusion report for all marketing correspondence processes
Add an exclusion report for all marketing correspondence processes (acknowledgments, receipts, reminders, tributes, general correspondence). This should return a list of constituents excluded based on the exclusion settings for the process, in the...0
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Allow colours on a Constituent Density Map to be configurable (or visible in some other way)
It is frequently almost or completely impossible to see the colours on a Constituent Density Map once we zoom in to any useful level. E.g., the map can look reasonable for a whole country or state, but when we zoom into a particular city or set of...1 Reviewed: Voting Open
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Import Appeals
It would be great we can would import appeals (appeal name, description, appeal category, report code, start date, end date, appeal goal)3 Reviewed: Voting Open
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Offer ability to "copy from previous year" in Marketing Planner (ADA)
Offer ability to "copy from previous year" in Marketing Planner (ADA suggestion)0
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Add SMS as an option for Communication Templates and Direct Marketing Efforts
We send SMS requests for donations and would like to be able to record them as Direct Marketing Efforts, rather than pretending that they're phone calls or emails or mail items, or using an Interaction instead. -
Add lookup ID to the Marketing Exclusion Report
The current Marketing Exclusions report does not contain the Constituent Lookup ID in this report. It does contain the GUID of the Constituent which isn't easily searchable. Including the Constituent Lookup ID would allow faster review of this rep...0 Reviewed: Voting Open
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Add the ability to update Do Not Call Reason in update batch
Currently the system allows you to update the Do not Call through the update batch but does not allow for a reason. Reason is needed for Do Not Call List or Constituent request.4 Reviewed: Voting Open
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Handle url encoded links better in emails
When a link that has been url encoded is used in an email, adjust your processes so that either: -the user is directed to the correct url -prevents the user from saving an email that contains a url encoded link and gives a message to user on how t...0 Reviewed: Voting Open