Beacon

Product Update: June 2022

David Simpson Posted on 1st Jun 22 by David Simpson

Here's your regular roundup of amazing new features from the absolute ruddy heroes of the Beacon product team.

Better address normalisation on forms

We've updated the mechanism by which we standardise addresses that are submitted via Beacon forms. If any fields of a form are in all lower or upper case we'll change them to a more standard format.

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Fundraising pages

Fundraising pages are now a core record type for all customers with the Fundraising element enabled. A fundraising page in Beacon corresponds to a single public fundraising webpage on a fundraising platform like JustGiving or Enthuse.

Our JustGiving integration (and our upcoming Enthuse integration) can automatically create Fundraising pages to reflect the pages set up by your supporters. You'll need to switch on this functionality by heading to Apps > Installed Apps > JustGiving.

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Logging forwarded emails to timelines

Beacon's Smart Bcc lets you easily log emails to Beacon when you send them, directly from your email provider. Now, you can also log an email that has been sent to you by forwarding it to the same unique Beacon inbox address that you would use for smart Bcc. Things just got even smarter!

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You can find out more about logging emails to timelines here.

Smart Bcc for organisations

Until now, Beacon's smart Bcc functionality has only worked for people, but now we'll also check to see if an organisation exists with a Bcc'd email address and we'll log the email to the timeline of that organisation if we find a match.

Filtering by form submission

Wouldn't it be handy to see all of the people who have submitted a form? Or all of the people who haven't submitted a form this month? Well now you can! When you filter a list of People records you'll now see a new option: Form submission.

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From this new option you can filter for people who have, or haven't, submitted a specific Beacon form in a variety of different timeframes, including 'Ever'.

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We've also included a new "show everyone who submitted this form" button on the form itself - so it's really quick and easy to see all of the people who have submitted a form.

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Import files into Beacon

We've always been very proud of what can be done with Beacon's CSV import system. Now we're pushing things even further, with the release of a mechanism that allows you to import files into Beacon in bulk, rather than one at a time.

You'll need a .zip file that contains all of your files, and you'll need to create a csv file that can map those files to where they need to be stored in Beacon. So you'll end up with a CSV that looks something like this.

file imports example

As usual, we have a comprehensive step-by-step guide to using this new feature in the Beacon guide, here.

You're in good hands: A glowing review for Beacon in this year's Fundraising Magazine CRM survey

Humblebrag time. The Beacon team are delighted that Beacon has been voted the best-in-class product in every category for the third year running.

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We hold ourselves and the Beacon product to a really high standard, especially in the fields of usability and security, so it's great to be voted so highly in these categories.

You can read our full blog post here, and you can download this year's results in full here.

Become a Beacon expert with Beacon Lighthouse

If you're looking to really get to grips with Beacon then you can enroll in one of our free online courses through Beacon Lighthouse. We've recently added our first Deep Dive course into Events & ticketing, all curated by Senior Customer Success Manager and Lighthouse Keeper, Luke.

Beacon chat: The place to be for Beacon fans

Beacon customers are invited to join our private Facebook Group. It's a place to exchange ideas, tips, and best practices.

You can find the group here and we'd love to welcome you in.

The group is only available to Beacon customers.

Up next...

We're currently in the final stages of Beta testing our new Enthuse integration - expect a release announcement in June! We're also well under way in making improvements to how Beacon handles relationships.

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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