Activity-specific AutoResponders - each activity can now have it's own unique "receipt"
Prior to this release, AutoResponders for Sign-up Forms, Fundraising Forms, Petitions, and Targeted Letters were set globally, meaning that they were not customizable at the form-specific level. With this release, AutoResponders can now be customized for each individual form if preferred. Default AutoResponders can still be applied as well.
Location: Activities > Signup Forms > AutoResponders
Location: Activities > Fundraising Forms > AutoResponders
Location: Activities > Petitions > AutoResponders
Location: Activities > Targeted Letters > AutoResponders
Location: Messaging > AutoResponders
The default AutoResponders are housed under the Messaging tool. You can edit the default AutoResponders by clicking into them.
Two Types of Event Form AutoResponders now available to better respond to Event registrants vs. Event donors.
Prior to this release, Event forms included specific Event-form AutoResponses, however new in this release is those option to send two types of AutoResponders; one for event registrants (that either did or did not additionally donate) and one for event donors that chose not to register but made a contribution from an Event form.
Location: Activities > Events > AutoResponder
Terms & Conditions waiver acceptance for forms
With this release, you may add a waiver checkbox to any form and you can make the form required and/or choose to have it pre-checked by default.
Location: Activities > Signup Form > Configure This Form
Location: Activities > Fundraising Form > Configure This Form
Location: Activities > Petition > Configure This Form
Location: Activities > Targeted Letters > Configure This Form
Location: Activities > Events > Compose > Checkout
Import tool allows assignment to a specific segment
Importing to an existing or creating a new segment during an import is now part of the "Configure Import" step as shown below.
Location: Supporters > Manage Imports > Import List of Supporters > Configure Import
Turn on Supporter Import for Engage with Salsa CRM
Salsa CRM users did not have access to the Import tool prior to this release the way standalone Salsa Engage clients did - the theory had been that for CRM clients, imports would be handled on the CRM-side. This release made imports available to all Salsa clients, including those with the integrated CRM.
Other Updates and Fixes
Various bugs and UX improvements.