WebLink now supports one-page donation forms (view sample: www.donorperfect.com/singleform) where the donor’s contact information, gift and payment information can all be collected on one page. Reducing the steps for a donor can make the process clearer and reduce the likelihood that a donor will stop before completing the donation process. This is a great option if your organization doesn’t need to offer donors the ability to make multiple gifts.

The new Item Quantity Page enables you and your constituents to see the number of items or spots you have remaining in your online store, special event, or any other item for which you need to track quantities. This information is displayed on a separate page that is limited to the primary form, and can be viewed without having to complete the form. 

Some criminals have been targeting nonprofit donation forms to test if stolen credit cards are still valid. Our enhancement makes it significantly more difficult for fraudsters to use your WebLink page for stolen credit card testing. Our new procedures identify this activity and enable us to block the IP address of the individual committing the fraudulent activity.

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This functionality allows you to offer donors, members, or other constituents' forms a login feature. By using a combination of their Donor ID and their Last Name, First Name, or Email Address, the form will search for their record in DonorPerfect Online.  If a match is found, the constituent’s information will be pre-populated into the online form – saving the user the effort of having to enter it themselves. This is great for speeding membership renewal and other online interactions with current constituents.

Eliminate the creation of duplicate records in DonorPerfect Online when importing from WebLink. The system can check for duplicates based on any combination you select from the following five fields:

• First Name
• Last Name
• Street Address
• Zip Code
• Email Address

You can also specify the breadth of comparison by setting how many characters to match for each field. For instance, comparing just one character of the first name would allow you to find variations such as Rob, Robert (but not Bob).

Note that when you compare on multiple fields like zip code and last name, matches are only found when the value matches for both fields. 

When potential duplicates are identified, you can choose one of three processing options:

We can now create Items that are stored as an Order Record (O), and tagged as an Order Type in DonorPerfect Online.  Previously, you could only bring in a Pledge (P) or Gift (G). Now, if you provide promotional items and you have the Order Management Module, you can bring these items into DonorPerfect Online and properly categorize them.
Note: This is considered a complex form which will require a price quote.

Information can now be passed as part of your WebLink URL to automatically populate fields on your form.  For instance, you can improve your campaign tracking by including data about the solicitation source or the page that a donor was on when they clicked to give a donation. Those clients with appropriate technical skills can even create custom URLs that pass along demographic information such as the name and address, which pre-populates the appropriate fields on the form, and reduces donor data entry time. This data can be placed into fields that may be either visible or hidden on your form. The following example shows how the source of this prospect (HOMEPAGE) will be brought over:

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WebLink forms can now be set to calculate the sales tax for any taxable items sold, such as a ledger item (e.g. t-shirt), or other order item. Note: Sales tax will be calculated only on the selected item, which in this example is hats and shirts. Currently, only one tax percentage can be applied, regardless of the state in which the purchaser resides. The same percentage is used for all items. See the example below for how sales tax is displayed on the form.

A Super Item is a flat charge that will appear on every completed form, regardless of what items are selected on the Items Page. This could be used for mandatory fees, services, convenience fees, etc. For example, a special event registration fee can appear in the list of charges on the confirmation page of a registration form, even though the attendee would never have seen a registration fee “selection”.  It will simply be listed and added to the total charges.

• updating the text for the email that is sent when a form is completed;
• updating the form header graphic;
• update GL codes.

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