Encompass Release Notes 19th August 2024

Please note the product releases for the environments are scheduled as follows:

U.S. = 19 August, Monday Evening | Canadian = 19 August, Monday Evening

| Australia = 20 August, Tuesday Morning

Enhancement

Donor Advised Fund Payment Option

DAF Pay, a Donor Advised Fund payment option, is now available for donation forms for non-profit institutions with an EIN number. This feature enables you to offer donors an alternative way to contribute from a DAF through donation forms.

NOTE: This initial implementation is available for early adopters, with future updates planned to enhance reconciliation reporting.

Enable Chariot integration

NOTE: You must have administrator rights to enable this feature.

From the Create a Payment Gateway Account screen, in the Payment Gateway field, select "Digital Wallets."
Select Chariot (DAF Pay).
Enter the required information, including contact email address and EIN (government provided Employer Identification Number -- used to verify status of the non-profit institution).
Select Save.

Claim your account

1. After you enable the integration, Chariot will send an email to the contact email address you provided.
2. Follow these instructions to claim your Chariot account.

After the integration is enabled, the Chariot DAF Pay button appears when:

It's assigned to the donation form.
It's used as a primary or secondary gateway.
The one-time payment option is selected.

The DAF Pay button will NOT appear when:

A commerce item is added to the form.
Scheduled or perpetual payment options are selected.
A donation form is merged with an event form.

Resolutions

Functional Area	Reference	Description
Email marketing	166425	The autogenerated member registration confirmation email no longer includes the extra and unnecessary "Registrant" label.
Email marketing	1204004	Previously, when you exported data in Email Reporting for a released AB Campaign, the CSV did not include the complete name of the campaign. This is fixed and the emailName column now includes the full name of the campaign.
Email marketing	2225636	Previously, when you searched for a release segmented campaign in Email Reporting from the All Email List, the search results did not include the Date Sent. This issue is fixed and the Date Sent now appears in the search results.
Email marketing	1552095	When a user created a segmented campaign and entered a version name with more than 100 characters, they received an error when saving that said, "There was an error creating a version from template." Now, the text box restricts the number of characters allowed for the version name.
Foundations	2356974	In Staging environments, content blocks weren't highlighted in blue, green, or red when the content builder mode was enabled. This issue is resolved.