July Product Roundup: What's New in Givebutter 🧈

New Features

Smart Filters

– Smart Filters are now live for all customers in Contacts and Transactions. Describe the group you're looking for in everyday language, and Givebutter builds the filter for you instead of requiring you to build conditions manually.

Pledge importer

– Import pledges in bulk from the Pledges table or your Imports settings, including installment schedules and tip settings. Every row is checked before the import runs, so bad amounts and unrecognized contacts are flagged up front.

Donor referral tracking

– When a donor shares your campaign after giving, donations that come in through their link are now credited back to them. You can finally see which supporters are bringing in new giving.

Card memos

– Add and edit a memo on any Spend Card transaction or authorization, so purchases are labeled for your records the moment they happen.

Spend limit tracker

– Every Spend Card now shows how much has been spent, how much is left, and when the limit resets, right at the top of the card details.

Team member transaction links

– Team fundraising pages now link straight to the transactions credited to each member, so you can see exactly who raised what.

Two-factor check for new admins

– Adding a new Admin or Finance user now requires an SMS two-factor confirmation, protecting your account from unauthorized user creation. You stay unlocked for about 60 minutes after confirming.

Improvements

Fundraise

Matching campaigns now support higher donation match multipliers, up to 10x
Venmo checkout is more reliable, especially on mobile browsers where donors were sometimes bounced back before finishing
Fundraiser registration skips the extra confirmation screen, so participants finish signup in fewer steps
Recurring donations can no longer be switched on without a frequency selected, preventing campaigns from landing in a broken state
Peer-to-peer fundraising detail screens now include Pages and featured media sections for managing participant pages
Secondary peer-to-peer buttons now scroll correctly alongside the primary action in the sticky action bar

CRM

Pledges now have an editable "Pledged on" date, available as both a table column and a filter
The Associated Companies column on Contacts can now be sorted alphabetically

Engage

Engage texts now automatically skip landline numbers that can't receive text messages
Email metrics show unique open and click counts, so the numbers match the percentages next to them
Send and bounce rates no longer count skipped duplicate sends, so message stats reflect what actually went out—past stats were corrected too
Removed the open rate from SMS statistics, since text opens can't be tracked and it always showed 0%

Events and Auctions

"Retail value," "Item value," and "Item retail price" are now consistently labeled "Fair market value" across auction and event item screens and exports, transaction exports include a Fair Market Value column for each item, and an item worth $0 no longer shows as blank
Push notifications are no longer silently lost when a device hits a temporary delivery failure
Ticket details can't be tapped until the screen finishes loading, preventing mis-taps in the mobile app
The mobile app no longer shows "create your first campaign" to accounts that already have campaigns, and points to the campaign picker instead

Treasury

Physical Spend Cards with ATM access now prompt cardholders to set up a PIN right after activation
The dispute transaction prompt now opens a live chat instead of asking you to email support
QuickBooks Online Wallet exports list the merchant name first in the transaction description, instead of the cardholder name
Wallet QuickBooks export emails now use clearer subject lines and file titles
Adding a Wallet account sends a clearer, Wallet-specific "payout account updated" email and text instead of the generic bank-change notice

Growth

Nonprofit logos in the signup flow are now pulled from Candid, restoring accurate logos for new organizations
Nonprofits with unusually long or malformed logo URLs can now finish signup — the logo is skipped instead of blocking the flow

Bug Fixes & Maintenance

We also shipped a wide range of fixes and behind-the-scenes updates, including:

Fixed several ways Contacts and Transactions could show wrong or stale values, including soft credit totals stuck at $0 or not updating after a refund or dispute, merged contacts showing blank on Transactions, refunded and disputed amounts counted against the wrong item type, yearly totals not recalculating after a fiscal year change, and deleted contacts reappearing in lists and search
Fixed Contributions totals on the Contacts page showing 100 times the actual amount
Fixed deleted records — addresses, soft credits, activities, bids, installments, and payment methods — still counting toward contact and transaction data, which returned incorrect search and filter results
Fixed the "with soft credits" filter being dropped when reopening a saved report, which returned unfiltered results
Fixed contact filters on campaign member amount raised and goal returning no results
Fixed multi-select custom fields showing blank in the Contacts table
Newly created custom fields now appear in the contact filter list right away
Filtering contacts by a tag works again after the tag is renamed
Fixed the contact tag filter list not loading fully at certain browser zoom levels, which made tags look missing
Fixed exporting Companies with the Archived filter applied returning a CSV with only column headers
Contact imports now catch tags over the 64-character limit up front instead of failing partway through
Imports no longer create duplicate contacts, or merge the wrong ones, when two External IDs differ only by letter case
Fixed repeated errors when merging contacts on one account
Fixed the Duplicates page in Data Hygiene sometimes failing to load, and the duplicate count no longer disagrees with the list
Fixed the Data Hygiene Addresses tab saying there were contacts to review but showing an empty list
CRM Managers can create tasks again
The acknowledge heart on transactions now responds immediately instead of appearing stuck and erroring on repeat clicks
Fixed automatic address updates (NCOA) erroring on a portion of runs
Fixed printable letter mailings appearing multiple times in a contact's activity feed when the mailing was queued more than once
Fixed direct mail pieces stuck showing "in production" since June
Fixed several ways Engage messages could get stuck or be marked incorrectly, including scheduled sends being force-failed mid-send and lost retries leaving messages stranded in "queued" or "sending"
Engage messages no longer get stuck in "Sending," and a message only shows "Sent" once every recipient has been attempted
Fixed messages quietly failing to send when their recipients no longer matched at send time — the message now returns to draft
Fixed one bad email address blocking a message from reaching dozens of other valid recipients
Fixed images disappearing from drafted Engage emails
Fixed being unable to edit the name or subject of a scheduled Engage email or text after sending it back to draft
Fixed an error when adding an email domain in Engage settings
Fixed a "Set up Engage" prompt appearing for accounts that already use Engage
Sending an Engage test email from an account that isn't eligible now shows a clear message instead of an error
Fixed an error when opening the unsubscribe page for an email sent by an account that has since closed
Fixed SMS link clicks not being tracked when the link was typed without "https://"
Recurring plan start dates now use the donor's time zone, so month-end plans stop shifting to the next day
Recurring plan transactions now populate their related campaign fund
Fixed recurring payment updates so donors can enter new card details instead of getting stuck on Cash App only
Fixed card changes not saving on the Manage Your Gift page for recurring donations
Fixed cancelling a recurring plan whose contact had been deleted returning an error to the donor and quietly creating a duplicate contact
Improved the hung plans health check so it better handles out-of-sync billing dates and stuck ACH retries
Added retries for temporary Chariot errors, so DAF donors are less likely to hit a failure
Fixed campaign story links being changed to "#" when saved
Vertical spacing around images in the campaign details editor now survives saving, so logo layouts render the way you built them
Restored the large goal bar so it renders at the correct size again
Fixed donation widget hide-label and offset settings not applying as intended
Fixed the preview banner blocking campaign titles before publish
Fixed inconsistent "Read more" expansion on ticketed campaign pages
Fixed oversized images on Giving Hub About pages, and identified the size limit that was truncating About page edits
Fixed editing a managed campaign page opening the wrong page
Fixed text-to-donate short links failing when the campaign's account couldn't be resolved
Company name, email, and phone now show on printable receipts for company contacts
Fixed multi-ticket purchases creating duplicate contacts when the same attendee is used across tickets
Deleting a bundle now resets stale bundle quantities on its tickets, and affected tickets were repaired
Fixed rate-limit errors when opening ticket details for very large bundles
Invoice resends from filtered winning bids no longer leave a stuck "sending invoices to 0 bidders" banner
The Winner column on the Auction Winning Bids page sorts alphabetically again
Fixed a crash in the auction item details form caused by the item images carousel
Fixed a mobile app crash when leaving a top-tab screen mid-transition
Fixed newly created virtual cards defaulting to ATM withdrawals enabled — they now match physical cards, with ATM access off by default
Fixed new cards created with spend controls turned off still picking up a $500 daily limit
Fixed an error that could prevent replacing a card when that card was itself a replacement for an earlier one
Fixed incorrect cardholder names being sent when issuing cards
Fixed a server error caused by an invalid birth year during cardholder setup; the field now requires a valid four-digit year
Fixed refund transactions in the activity table showing the cardholder's name instead of the merchant name
Fixed a generic server error when depositing into a restricted account — you now see a clear, actionable message
Fixed the button in the card transaction detail drawer header appearing wider than intended
An incorrectly formatted two-factor code now returns a clear validation message instead of a provider error
The public Contacts API now returns a clear validation error instead of a server error when a request includes a malformed custom fields payload
Home-page confetti no longer replays on every visit after you complete the onboarding checklist

As always, these updates roll out automatically to all eligible Givebutter accounts. Questions? Our support team is here to help! 🧈