Beacon

Product Update: November 2022

David Simpson Posted on 1st Nov 22 by David Simpson

Here are the latest highlights from the lovely nerds of the Beacon product team.

Customisable fonts on forms

You can now choose from a large subset of Google's font library for your Beacon forms. You can use this to better align your forms with your brand, like Special Olympics Ireland and Arnos Vale have already done!

You'll see a handy new dialog on your form configuration page, and a nifty preview to give you a feel for what your form will look like.

Submission agreement fields

You can now add checkboxes to your forms which need to be checked before a form can be submitted, but don't require a field to be created in your Beacon database. This is really handy for asking people to accept some terms, or to confirm that they understand the implications of submitting a form.

To use this feature, you'll need to add a new 'Submission agreement' section to your form.

Screenshot 2022-11-03 at 11.35.33

Screenshot 2022-11-03 at 12.09.43

Enthuse import templates

In anticipation of the upcoming release of our Enthuse integration we've put together a set of templates for importing your Enthuse reports into Beacon. You can find instructions for how to use these templates here.

Configurable dropdowns in forms

Dropdown fields in forms are now far more flexible. You can reorder, rename, and select a subset of the dropdown options you've specified in your field. You no longer have to include every option from your dropdown in your form field, and you can change the names of the options and choose their order.

Screen Recording 2022-11-03 at 11.54 am

If your dropdown is based on a related record, you can now use a set of filter conditions to choose your dropdown options, rather than picking each one individually. For example, this makes it easier to display your list of funds, and to automatically update your form when you add a new fund.

Screenshot 2022-11-03 at 12.01.43

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 Deep Dive courses on Major Gifts & Grants and Events & Ticketing, all curated by Senior Customer Success Manager and Lighthouse Keeper, Luke.

Beacon chat: You're invited to the coolest club on the interweb

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 still focussing on updates to forms right now, including conditional fields/sections and an updated PayPal integration. Soon we'll be making some specific improvements to how membership forms work.

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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