Beacon

Product Update: July 2020

David Simpson Posted on 1st Jul 20 by David Simpson

Here's all the latest Beacon product news brought to you from the studies and living rooms of Beacon's engineering team.

Rating Fields

You can now add a handy new field type to your records. Rating fields provide a useful visual representation of numerical values between 0 and 10.

You can rate major donors based on their liklihood to donate, a grant application's progress, and score volunteer applications.

Rating fields also work on Beacon forms, so it's easy to collect feedback with surveys and questionaires.

Screen Shot 2020-07-02 at 10.21.16

Alerts

Alerts in Beacon are a great way to highlight important information on a record. They appear at the top of a record.

Screen Shot 2020-07-02 at 10.17.39

Alerts come in a variety of different styles:

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Screenshot 2020-06-25 at 12.20.20

You can configure alerts using filters to determine whether or not they display on a given record.

You can find out more about alerts in the Beacon Guide.

Gift Aid Declaration Forms

With Beacon's Gift Aid declaration forms you can now collect Gift Aid declarations quickly and easily, unlocking the revenue in your existing donations.

You can now add a Gift Aid section to a standard Beacon signup form, which allows you to collect a Gift Aid declaration and link it to an existing supporter.

Gift Aid Declaration Form

Now is a great time to reach out to your supporters to run a Gift Aid campaign. We've written a step-by-step guide explaining how to do this in Beacon.

You can find out more about Gift Aid Declaration Forms in this blog post.

Card Visibility

It's now much easier to keep your records neat and tidy. With Card Visibility you can choose whether a card should show or not based on some criteria in Beacon. For example, now you can display fields revelevant to volunteers only if the person type is 'Volunteer'.

Screenshot 2020-06-22 at 08.30.05

Screen Recording 2020-07-02 at 10.46 am

Up next...

Next month we'll be making the way that we handle contact preferences more flexible, improving membership forms, and improving how Beacon handles standing orders. Bigger upcoming projects include a notifications system for reminders and Beacon's ticketing system.

David Simpson

About the author

David Simpson is the CTO at Beacon. He's dedicated to making Beacon the best charity CRM in the world.

Follow him on Twitter or connect with him on LinkedIn.

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