Summary

As part of our commitment to continuously update and enhance our fundraising system, we recently made the following enhancements to the Artez Application:

• Event/campaign – Added previous donor filters for the Get Sponsors email

Event/campaign – Added previous donor filters

To help participants navigate large historical donor lists more efficiently, we’ve added new filter options to the Fundraising Hub in event/campaign events that allow you to refine results based on donation date ranges. Each filter is designed to highlight the most relevant donors for re-engagement, making it easier to identify who to invite to the new event. Below is an overview of the available filters and what each one displays:

• Current Event’s Donors (Default): Displays only the donors who have contributed to the current event. Useful for quickly reviewing the most recent donors without including historical records.
• Last Year’s Donors: Shows donors who have made at least one contribution within the last 12 months from today’s date. Helps identify recent supporters who are more likely to engage again.
• Last Two Years’ Donors: Displays donors who have contributed within the last 24 months. Ideal for expanding the pool of potential returning donors while keeping the list relevant.
• Last Five Years’ Donors: Includes donors who have made a donation within the last 60 months. Provides a broader view of donor history while still focusing on meaningful engagement periods.
• All Previous Donors: Shows all donors, regardless of when they donated. This reflects the current behavior and is useful when reviewing the complete donor history.

The filter defaults to showing donors from the current event and includes additional time-based options to streamline donor identification and outreach. The system evaluates donation history based on the current date and returns only donors who match the selected time window.

How to Use

1. While logged in to your Fundraising Hub, select My Fundraising in the left menu, then scroll down to Your Sponsors.  

2. Open the new drop down.

3. Select one of the available options:

• Current event donors (default)
• Last year’s donors (donated within the past 12 months)
• Last two years’ donors (donated within the past 24 months)
• Last five years’ donors (donated within the past 60 months)
• All previous donors (original behavior; shows all donors regardless of donation date)

4. The list will automatically refresh to display only donors who meet the selected criteria.

Additional Items

• Added a timestamp to the Approval Report for RegistrationStartDate and RegistrationDate columns.
• Added a new keyword in the Event Builder for P2P events to display the location name in the benefiting text on individual/team pages.
• Added a Location field to the Search Result table for Data Entry.  
• Added conversions for P2P events in Google Analytics.
• Updated the Pay, Edit, and Delete buttons in Manage Cash and Cheques in event/campaign events to make them larger.
• Fixed a mismatch between the Reconciliation and Snapshot reports regarding Processing Fees.
• For P2P events, fixed the missing pagination on team pages when viewed on mobile.
• For P2P events, fixed the issue where Direct Donations were being incorrectly tagged as anonymous in Donor Management.