# CharityStack changelog

# Team User Management, Smarter Dashboard, and Faster Checkout - February Release Log

This has been a month of meaningful upgrades across the donor experience and your CharityStack dashboard. Here’s a quick look at the new features we’ve added so that you can empower your non-profit to fundraise better.

# Donor Experience

### Redesigned Checkout Flow

We iterated on our recent checkout redesign to bring our multi-page checkout to just a **two-step checkout** - making a donor’s checkout quicker and easier than ever.

- **Express checkout** (Apple Pay, Google Pay) lets donor pay in a single tap
- **Mobile-optimized layout** with improved input sizing, drawer behavior, and touch-friendly controls
- **Optimized for autofill,** most desktop donors can complete their donation in seconds

We’ve seen improvements in donor conversion rates, and will continue to improve the donor experience to empower your fundraising.

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### Pre-Filled Donation Links

Generate **pre-filled donation links** that set the amount, frequency, fund, and more - before the donor even lands on the form. This can increase marketing effectiveness - drop a pre-filled link into a marketing email or SMS campaign.

- This [guided setup tool chatbot](https://charitystack.notion.site/CharityStack-Pre-filled-Donation-Link-Guide-30d08a2fd0d580f38ea1c3f2e5af8dd1) will set up your links in minutes:
- Target a specific form, or all forms on a page
  - A donor clicks and lands on a form with "$25/month" already selected, reducing steps from click to donation
  - Pre-fill amount, frequency, fund selection, and sponsorship options via URL parameters

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### Additional Donor Info

**Dedication Information**

Donors can now add **"In Honor Of"** or **"In Memory Of"** dedications at checkout, along with a message. Optional and donors can skip at any time
- Dedication details and message are captured alongside the standard payment data and visible in your dashboard.
- **How to enable:** Open any fundraiser form → Form Configuration tab → Checkout Details step → toggle "Enable Dedication"

**Communication Consent**

Collect **explicit opt-in consent** from donors at checkout, and find responses in your Dashboard. This helps you stay compliant with privacy requirements while keeping opt-ins transparent.
- **How to enable:** Open any fundraiser or event form → Form Configuration tab → Checkout Details step → toggle "Enable Communication Consent"

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### Improved Cart & Donation Summary

The donation summary is now clearer for both **one-time and scheduled donations**:
- Scheduled vs. immediate charges are visually separated
- Cart item labels are more descriptive in multi-item transactions

# Dashboard

### Sign-In & Role-Based Access Control

We've made it easier than ever to add and manage your team on the CharityStack Dashboard
- New secure sign-in experience
- **User management:** Invite team members, assign roles (Admin, Finance, Editor, or custom roles), and control who can access what
- **Permissions:** Fine-grained control over contacts, transactions, subscriptions, forms, payouts, settings, and more
- **How to manage:** Settings → Organization → "Users" to invite and manage team members, or "Permissions" to customize what each role can access (admin-only)

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### Frequency-Specific Form Configuration

You can now configure **different giving level presets and sponsorship options per frequency** (one-time, monthly, weekly, etc.) for all Fundraising Form types
- Set different suggested amounts for monthly vs. one-time — e.g., show $10, $25, $50 for monthly but $100, $250, $500 for one-time
- **Why this matters:** A donor is far more likely to commit to $10/month than $100/month.
  - Before this, setting your one-time presets higher would also push your monthly presets higher. Now you control each independently
  - Recurring donors have a significantly higher lifetime value — optimizing your monthly presets for conversion directly impacts long-term revenue
- **How to enable:** Open any fundraiser form → Form Configuration tab → Amounts step → use the frequency tabs (One-Time, Monthly, Weekly, etc.) to set amounts independently for each

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### Other Dashboard Improvements

**Form Duplication**

You can now **duplicate an existing form** with a single click, no more rebuilding similar forms from scratch. All configuration (giving levels, custom inputs, funds, frequency settings) carries over to the new form.
- **How to enable:** In the Forms table, click the three-dot menu (⋮) on any form row → select "Duplicate Fundraiser" or "Duplicate Event" → a pre-populated creation drawer opens with all settings copied

**Lock Dates for Scheduled Donations**

You can now **lock the start and end dates** on a per-frequency basis in the fundraiser configuration. When locked, donors must donate within the window you set - they can't change the schedule.
- Great for **seasonal campaigns** (e.g., "Donate monthly for the duration of Ramadan")
- **How to enable:** Open any fundraiser form → Form Configuration tab → Frequency step → enable "Scheduled Payments" → select a frequency tab (Monthly, Weekly, etc.) → set your start/end dates → check "Lock [frequency] dates for donors"

**Dashboard Navigation & UI Polish**
- Improved **dashboard navigation** - you can now seamlessly navigate between transaction, subscription, contact, and form details for a donor.