Ability for admins to filter Successful Donation notifications
While admins can currently select a checkbox to receive notification of all donations, there is currently not a way to filter these down.
This is important for larger nonprofits which receive many donations throughout the day.
The UI could be similar to other options already available. See screen mockup here:
https://mb-screenshots.s3-us-west-2.amazonaws.com/searchfilters.jpg
It could have a small options link next to the Successful Donation checkbox for the additional optional settings. The options could be on a single page or in a tabbed layout.
Below are the requested additions and use cases:
Range:
This would have a minimum and maximum dollar amount. In our current system some of our admins like to be notified when someone makes a larger donation so that they can do a follow up and personally thank them such as by giving them a phone call.
Add Supporter:
This would be a supporter text box where supporters could be added. The admin would only be notified when supporters listed here donate. In our organization we have admins who are responsible for groups of supporters. They only want to be notified when a supporter that they represent donates.
Donation Purpose Options:
This would be a series of check boxes based on Purpose. It would allow donation notifications to be further filtered by Countries, Projects, and Campaigns. Some admins would only like to see donations that relate to their department. There is already a separate Sponsorship notification option.
Each of these items can ultimately be accomplished through report filtering, recurring reports, and the new Tags feature.
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Anonymous commented
These requested actions would be a significant resource and support of our current team strategies in cultivating relationships with our donors.
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Michael Baas commented
After thinking about this more, one way to handle the Add Supporter option could be to give the ability to add a preexisting REACH Group instead of adding individual Supporters from the Notification options dialog. That would allow staff admins to receive donation notifications from the supporters that they would like to be notified about without needing to build out something new similar to a Group and keeping it more simple.