Video: Product Update Briefing - Online Giving (APAC) | Duration: 3608s | Summary: Product Update Briefing - Online Giving (APAC) | Chapters: Blackbaud Donation Forms (21.215s), Webinar Introduction Overview (158.325s), Online Payment Processing (288.85s), Donation Form Benefits (436.99s), Donation Form Contest (552.77997s), Optimizing Donation Forms (628.07s), Design and Testing (883.23s), Optimized Form Success (1265.1849s), International Feature Releases (1468.87s), Upcoming Feature Releases (1681.9349s), Online Giving Enhancements (2207.55s), Enhanced Security Features (2655.105s), Recap and Conclusion (3096.08s), Survey and Farewell (3345.16s)
Transcript for "Product Update Briefing - Online Giving (APAC)":
Is your organization ready to elevate its online fundraising game? With Blackbaud donation forms powered by Blackbaud integrated payments, nonprofits can raise more funds, streamline the donor experience, and minimize processing costs through fee coverage options. This empowers social good organizations like yours to sustain and grow your mission. Unlike other fundraisers who juggle multiple donation forms and payment processors, Blackbaud donation forms integrate seamlessly with Blackbaud integrated payments. This unified experience ensures secure transactions and efficient processing. Plus, you can choose the fee coverage option that best suits your organization, complete cover for free processing, or donor cover, allowing supporters to cover transaction fees. We offer flexibility and efficiency by giving you the choice between Blackbaud's standard donation form and optimized donation form. And here's the best part. No other donation form on the market natively connects to the ecosystem of Blackbaud solutions, including Blackbaud Raiser's Edge NXT, Blackbaud CRM, and Blackbaud Altru. Take it from our customers who are already seeing fantastic results. Washington National Park Fund experienced a 40% boost in donations during their fiscal year end campaign. Maine Maritime Museum saw even more impressive gains, a 55% increase in the total number of gifts, a 220% surge in the total amount of gifts, and a 100% rise in their average gift amount with their year end appeal. Are you ready to join them in achieving remarkable success? Blackbaud is here to help you raise more, save more, and sleep better. Hello, everyone, and welcome to the May 2025 online giving product update briefing. We are excited to share the benefits of Blackbaud online giving, which is Blackbaud donation forms leveraging Blackbaud integrated payments. I'm Mike Simmons, product marketing manager here at Blackbaud. I'll be your emcee today. The fabulous team who will be giving you all the details are Samantha McGuin, senior principal product manager, Poornima Rao, senior product manager, and Lacey Krueger, senior product manager. First, here are some tips and tricks for an optimal Webinar viewing experience. Most importantly, if you're having connection issues, try refreshing your browser as that usually solves things. You will receive a link to the webinar recording via email, and you can check the resources tab on the right side of your screen for links and documents referenced during the presentation. Last but not least, use the Q and A tab to submit your questions, and we'll do our best to answer them during the presentation or circle back with you after. And, of course, I have to read our safe harbor statement. This presentation contains forward looking statements that involve inherent risks, uncertainties, and assumptions. It outlines Blackbaud's current plans and general product direction as of the date this presentation was created. Functionality described in this presentation that is not currently available is subject to change at any time without notice at Blackbaud's sole discretion. It does not represent a commitment to develop or release specific features within the time frame discussed according to the presented design or at all. Please make any purchase decisions based on features and functionality that are currently available. Okay. So today's presentation will overview our online giving offering, then show donation form performance and native connections. You'll hear what we have delivered, what we have coming soon, and how customers are seeing success. Alright. Let's dig right in. Online giving continues to grow as a critical part of fundraising revenue. This highlights the importance of why processing payments online is key to your grid strategy. All the time and effort you spend on fundraising, attracting new donors and new recurring payments, holding events, or running call campaigns, you need to feel confident that when the time comes for that donation to process, your supporter has an easy experience. We also know that part of raising more involves save saving more, both your time and your money. We wanna be your partner who will help keep your costs down, freeing up more money for your programs. It needs to be easy to set up and run, a system that doesn't need a dedicated staff member spending hours upon hours a week to deal with payment inquiries or manually updating expired credit cards. Whether you're an existing customer already using the forms here to see what's coming next, a customer pondering a switch from Online Express or Blackbaud NetCommunity, or just learning about Blackbaud donation forms for the first time, our time spent today will review why our forms are performing better than others, why they are built the way they are, and as always, what's new and what's coming next. Blackbaud donations help you helps you raise more, save more time, and sleep better. We don't just say we help you raise more. We have put systems and processes in place to ensure we're actually helping you live it. With our data scientists from the Blackbaud Institute, we estimate the average experience of a nonprofit organization based on giving data from over 8,500 nonprofit organizations totaling over 55,000,000,000 in fundraising revenue. To that, we add nonprofit data available from the IRS in Giving USA and all of this is used to weight the data of sample organizations to give a representative snapshot of the nonprofit sector. For online giving specifically, we look at three primary metrics to ensure our forms are performing the best for you to raise more. First, the average conversion rate for the last three months for optimized forms sits at 36%, which is three times the industry average of 12%. Second, the average one time donation amount across both of our forms is $397, which is also more than three times the industry average based on the Blackbaud Institute's twenty twenty four charitable giving index. And finally, the average monthly recurring donations across both forms in 2024 was $93, also well over the $24 industry average. We'll look closer at what makes up these stats later on, but based on these results, if you're not using our forms now, you should be planning your move to help you raise more for your programs in these uncertain financial times. We also dive a little deeper on recurring gifts and found some interesting results based on organization size, which you broke out by volume raised. 89% of small organizations using our donation forms have sustaining gifts, while only 34% of those not using forms have sustaining gifts. Medium sized organizations using our donation forms had a 9% increase in the number of sustainers for the year compared to no growth for those not using our forms. And finally, we noticed that large organizations using donation forms had nearly 50% higher median giving amounts for each recurring gift compared to those not using our forms. With the average sustainer making payments for eight whole years, these stats show how important it is to be using donation forms that offer and encourage recurring gifts for this long term impact for your organization. And customers like Austin Seminary are seeing the results. Sharon Sandberg, associate for donor relations, told us they are seeing more traffic and an increase in gifts from a standard form and notes that the user friendly interface is very easy for donors to navigate and complete donations, which is great to hear. Awesome. So let's take a look at some more customer stories. At BBCon last year, we launched a series of donation form contests starting with the Giving Glow Up giveaway. To enter, customers simply needed a live donation form and to have processed at least 10 donations within the time frame identified. We randomly selected winners to receive a prize donation from Blackbaud. And today, we are happy to share some of those winners' stories. First up was National Center for Civil and Human Rights. You can see their really awesome optimized donation form on the right of your screen. And here's a quick quote from Kathy in less than three months. The new forms have brought us nearly $25,000 in donations and have saved us several hundred dollars in processing fees. Another contest winner was Hope Center Ministries who brings hope and healing to those impacted by addiction. You can see their Optimized Donation Form on the lower right hand of your screen. And even more winners here. Look at all those stellar donation forms from winners like Lake Humane Society, Nashua Soup Kitchen and Shelter, and Central Institute for the Deaf. Love to see the donation forms in action raising for such great causes, and we love a good contest. So stay tuned for our next donation form contest, which will be coming soon later this year. We do love a good donation form contest. That was a really fun contest to watch and see everyone's forms, and congratulations to all of our winners. Now let's go a little deeper into our forms and how they help you raise more. And as a reminder, with LockBot donation forms, you do have access to two donation form types. The standard donation form, which you can see on the left of your screen, is more customizable and allows you to change the field order, labels, colors, and add additional data collection fields. And the optimized donation form on the right of your screen, which are is our more impactful donor experience designed to optimize for higher conversion rates and transaction amounts. You might be asking how a tool like a donation form helps you raise more. The form itself can't do it all. We partner with you, our customers, to get the right donor to the right form with the right message at the right time. What Blackbaud can do is keep laser focused on some key metrics that we can influence through a donation form experience to help you raise more for your programs. Key areas that we are watching in order to affect positive change are in the areas of donor conversion, which is the percentage of people that visit or load your donation for who actually complete your donation. So if you take into account the industry average of 12%, that means that for every hundred visitors to your page, 12 of them will, on average, actually complete their donation. We also look at the average gift amount and some recurring gift metrics, like the average recurring gift amount and what percent of overall gifts are recurring gifts. So let's use some math, and I'm sorry to pull out the calculator on you, but let's use some math today to show how this actually works and how these metrics can benefit your bottom line. Let's say we have a sample organization who raised a hundred thousand dollars online last year with an average gift size of a hundred and $25 and a form conversion rate of 12%. Last year, my form would have needed over 6,600 visitors to met the 800 donors that made up that hundred thousand dollars of online revenue. This year, if we increase the conversion rate 5% to 17%, we need 4,700 page visitors, almost 1,900 people less to visit the forum to net the same amount. And with that same conversion rate increase, if we still get the same amount of donors to visit the forum, we can actually raise $41,000 more than last year. But let's say our conversion rate stays the same, but our average gift amount increases by $25. You can raise an additional $20,000 this year. And if you can both increase the conversion rate by 5% and the average gift size by $25, you can erase approximately $61,000 more. This is why we are laser focused on form performance on your behalf. With no changes to your processes, communications, or programs, your form on its own when it's optimized for these performance measurements can help you have more funds for you to do all the good that you do. Or in years where donors are more hard pressed to give, this could be the difference between hitting your budget or raising less than last year. And with that why, Lacey and I are gonna spend the next few minutes talking about the optimized form. This form was designed from the ground up to help you raise more with the modern modal design that lets you keep donors' trust by launching right over your own website page. The optimized form prioritizes and streamlines the payment experience to get donors through the donation form very quickly while you have their attention. And you might ask what the catch is as we mentioned earlier when discussing both of our forms, both because the optimized form is new, we just released it in February of twenty twenty four, and especially because it's geared towards an optimum donor experience to help you raise more. It will, by its nature, have less configuration than you are used to. But we think such high donor conversion rates and average gift amounts more than makes up for this downfall, and we'll continually reassess configuration options as time goes by. Sam, I bet that with fewer configuration options, those forms are actually faster and easier to spin up as well. So there's another benefit for you. Absolutely. Let's look at some of the design decisions we made about optimized forms and why we made those decisions. One of the first things you'll notice is the modal design that Sam mentioned. The form itself is a small compact little box, and donors step through the form one step at a time. This is intentional, and it's based on the concept of combative momentum or flow. Donors move through each step instead of making a lot of decisions all in one page. These decisions, like the amount they're giving, the frequency of the gift, what their payment method is, are separated into small screens. Donors get used to the forward movement, and they're more likely to complete the form when compared to a longer donation form with everything on one page. We actually had an example where we saw this in play. K. I ran a an AB test with a customer a few years back, and we'll talk a little bit more about AB testing in a minute. But we basically compared two donation forms side by side. We used the same form design, but one form had all the fields on one page and the other form had a compact step by step design like we use with optimized form. I was blown away at the results. The step by step form had 33 more total conversions, a 75% higher conversion rate, and a 54% higher average gift. If you think about those examples that Samantha shared earlier, this is a huge impact to this customer's bottom line. We also see a benefit with the optimized form design with speed of giving. Our stats show that almost half of donors complete their donation in twenty to thirty seconds. After about ninety seconds, we see significant drop off where donors have just lost focus. But that twenty to thirty seconds is a really fast time to complete a gift. With the optimized form, we also streamline the collection of only essential data collected, including first name, last name, and email address. Phone and address can still be collected after the payment is complete when a donor may feel like the donation, like the information is still required, but they can actually skip or entirely close out of the form at this point. The good news is their gift is already made. The payment is already charged. 75% of donors do still choose to give this additional information, both phone and email address when included. We do believe this is a key reason why conversion rates are so high shown by the 25% of donors who choose not to give an address and may have abandoned their donation if required to give this information prior to completing a donation. I promised a minute ago I'd tell you more about AB testing, so here we go. While we know a lot about form design and best practices, we don't know everything, and also trends change over time. AB testing is a framework that randomly displays different versions of the form with minor little tweaks to see if donors have a different experience within this form and see if the change impacts any of our key success metrics. These small changes can lead to big results over time for conversion rates and average gift amount. Ultimately, this this AB testing allows us to make data driven decisions about design based on what donors do, not just what anyone thinks. With optimized form, we continually run AB tests along with other Blackbaud products, and we make design changes to the forms based on the results of the AB test. So even if you're not able to run AB tests on your own, you can still benefit from AB testing that we that we do on your behalf with the optimized form. And here's some real life examples of the impact a b testing can have, again, on your bottom line. In JustGiving, which is a Blackbaud peer to peer product, we tested adding this circleized circleized circle the totalizer in the checkout experience and saw a 1.3% increase in the average gift amount. We also removed the optional check entry field in Blackbaud checkout for the direct debit entry and saw a 3.9 conversion rate increase. And here's a view of the current test we have running on optimized form, which removes the default amount in the donation entry box. We're not yet to what we call statistical significance, so take these, take take these next words with a grain of salt. But we are seeing an uptick in our donor conversion rates, sometimes as as high as five to 6% when the default amount is not prepopulated. However, we do have more than one performance metric that we're tracking. Right? So, we're also looking at the average transaction value. And while there's not significant change, that we're seeing today, we're also, you know, not seeing, not seeing It does go down some sometimes and it goes up some sometimes. So we're seeing to, we're waiting to see where this levels out, before we make any changes, like, whether we may make this a permanent part of the form. We expect to have many other stories to tell you about testing an optimized form as we continue to run a b test in the coming months and years. But, ultimately, this testing methodology will be used to refine the optimized form for the best donor experience possible. And if anything, what we've learned so far is that as many years as our UX designers and us as product managers have spent, you know, researching, watching donors go through donation forms, You know, it's an entirely different ballgame when a donor is on their own, on their computer, or their mobile device in front of a donation form. They act differently than what they may tell you they would do, and that's the beauty of AB testing and what it's what it allows us to do is really drill down into that best donor experience. That's awesome, Samantha. I can't wait to see how the form changes over time as a result of these tests. But the form as it is today is pretty awesome too. And this is a customer example of Porter Gallon School, a school based in Charleston, a k 12 school, that's loving the optimized form as it is now. They have a beautiful website with a big animated background that you're able to see while you're on the optimized form, which is pretty cool. And they've said that they think that the form looks so much sleeker than a link that takes donors to another website to give and that it's just so much more visually appealing. So thanks for sharing that story with us, customer, Poornima Rao School. And here's another example from Samantha a little closer to home. Yeah. Another proof positive that this is working. North Carolina Masonic Foundation, an organization right in my backyard, used NXT email and a standard donation form to raise over $340,000 to support individuals affected the customer quote here from the ring the Ringling College of Art and Design located in Sarasota, Florida, who devastatingly were impacted by tropical storm Debbie and hurricane Celine and Milton last year. I can't even imagine. They also loved the quick and easy setup and the clean look and feel of the optimized form, which made it the perfect solution to connect with donors during all of these crises. So, really happy to see how customers are using this, and the impact that it can actually make in what they're doing. And while we've talked a lot about the optimized form, which has been been designed to help you raise more, we also continue to add specific features to the standard form that are also intended for this purpose. Standard form supports recurring gift upsell on, which interrupts the donor when they try to make a one time gift and ask them to perhaps change their gift to a recurring gift instead. Most organizations using this feature see an average of six percent of donors convert to a recurring gift without any negative impact on donor conversions. The user interface offers the donor a more aggressive amount, and a conservative amount, all based on their original intended one time gift amount. 88% of donors chose the higher monthly amount, and which is is great to see, because perhaps if we, you know, let donors choose their own, they may not have chosen an amount that high. Another feature on standard form is intelligent ask, which utilizes an AI data model to look at attributes of unknown site visitors to your form and modifies your ask letter based on individual donor characteristics. We are seeing individual customers raising more money using this feature. For example, one nonprofit organization, in the first four months saw an increase of their, of their overall online revenue by more than $9,000. So, again, we are learning through optimized form applying to standard form where relevance and all of it with the end goal of helping you raise more. Wow, Samantha. Nine thousand dollars in just four months. That's awesome. Almost as awesome as the $61,000 in a year that you shared early that could be possible by just switching to optimize form. Let's take a look at some features that we've recently released to help you raise more. For the past six months, we've been focused on bringing more form choice to organizations outside The United State. For Raisehead and XP customers, we're pleased to announce that optimized for in Canada as of earlier this year. Along with this international work, we'll be supporting feature releases for all regions, including French Canadian language support and coming soon consent opt in. We're also working towards releasing in The United Kingdom in q three. So look forward to that. Also, on the international front, we're pleased to share that Blackbaud CRM customers in Australia and New Zealand now have access to standard and optimized forms. We plan to make these available to Blackbaud CRM customers in Canada in this upcoming quarter. Another recent release to help you raise more is related to goal meters. Goal meters are one of your favorite features, and they've been shown to increase average gift amount on forms. So if you haven't tried them out yet, this is the time to try. Based on your feedback on this feature, users can now add an offline gift amount and a number of offline gifts to the goal meter so you can adjust the meter to reflect those offline gifts. This is true for both embedded goal meters that you create in website components and the the goal meters that you create for optimized forms. Change means goal meter will give you more complete accurate view of all contributions, both online and offline, helping you and your donors better visualize your fundraising progress. Finally, one more release to help you save more on optimized forms. This one is available for everyone. Encourage your supporters to share with friends and broaden your reach. When you enable social sharing, donors will be encouraged to share with their friends through Facebook, WhatsApp, or by copying a link to share on other platforms. We're also including native sharing options where applicable, for example, on mobile devices. Social sharing has just rolled out, and we're excited to see the results you get from using this feature. And stay tuned because this is coming very soon for standard form later this year. And now let's talk about what's coming next. So these next few slides are for RENXT only. If you're, using BBCRM or Altru, hold tight. We will get to some features that you can use as well. I am extraordinarily pleased to announce that we released Pledge to the first wave of customers a few weeks ago and expect all customers to have access to pledge by the May. Online pledges on standard form will be released alongside relevant pledge functionality in RENXT web view. Encourage your donors to pledge or promise larger gifts by making that commitment on your online donation form. Based on customer feedback, just like with automated recurring gifts, we'll automatically charge the payments on the schedule they select. You'll also be able to set an end date to ensure pledge is complete by the end of the year or when your pledge campaign ends. Let's take a closer look at what this looks like. Here's a quick look at our pledge functionality on standard form. So when you turn pledge on your standard form, it will show up as a giving type. You can, have a pledge only form or have a pledge with just one time, donation options. So you have full configuration over that. Once a donor chooses a pledge, the giving levels that you set up will appear. Pledge, giving amounts are usually set higher since pledges are intended to be, larger gift amounts that are just paid over, a longer period of time. So I'm gonna go ahead and make $5,000 pledge. Donors can go and, type in a specific amount if they want. And then we're going to ask them, some questions about how often they wanna make payments. So monthly is gonna be default. You can turn on and off these frequencies. So once monthly, quarterly, annually, I believe we also have semi, semimonthly as an option. Monthly is the most common, frequency for pledges. So I'm gonna keep it to monthly. Starting on is always gonna be tomorrow. The first payment, if the donor doesn't choose this, will be, defaulted to tomorrow. But, also, they can choose their start date. So let's say I wanna start my payments on May 1, and then I want to, you know, end them on, you know, December 31. You know, maybe I I want this to go over a few years. So, there are, this ending payments is limited by a configuration you have when you set up your form. You can set a, a duration or a time limit. So if you don't want pledges to span past, five years, then you can set that. Or if you have a specific date that you would you don't want them to go past because this is for a very specific campaign with an end date, you also can set specific dates so that donors can't choose to, for their payments to end after that date occurs. If I you know, as I as I move through these options, you can see here in my summary, the schedule, the payments per, frequency will change, as I both interact with my, pledge amount, with my frequency, and with my start and end dates. I'm going to just, do a single fund, gift today. This does support split gifts as well. And then I will go through the typical process here of adding my address. And, with, pledges, credit card is available for all regions. For US direct debit is also available. That will become available, as we roll out our international direct debit functionality this year. So Canada will get the direct debit, capability, later this quarter as well to pay for pledges. So I'm gonna go ahead and put in my credit card information to finish this transaction. This does store the card, and so, this is, works with our automated payment system. And therefore, we always collect the payments, that we do not currently support billy later. And so here I've got my, my pledge confirmation, has all of my schedule information that will also be what I receive in my email. So I'm gonna go ahead. I've already put, an example into batch to show, but, whether you go through online data review or go straight into batch, once this gift comes into batch, you'll see that it is sitting here just like any other donation from a donation form. And I can see here, I've actually made two of these this morning. But here is my gift information. Credit card information is, in but masked for security. And then you can see here I've got my pledge schedule. So when I approve that batch, that will create a gift record, with the pledge gift type, and I can manage that just, in RE NXT just like any other pledge. Alright. If you are interested in signing up for our second early wave of pledge or other upcoming discovery, there is a link in the resources section to sign up. For our NXT customers, we are also very excited to continue the international releases of optimized forms. We are working towards our United Kingdom and European Union release in q three, which will include the ability to increase your donation value with gift aid and the ability to collect consent options to, pursue to GDPR requirements. Also coming for our NXT is international direct debit. Starting later this quarter, Canadian organizations will be able to turn direct debit on through your donation forms with Australia and UK coming later this year. Direct debit payments will automatically process, and Blackbaud integrated payments will handle all of the mandate management for you when it is applicable. Another one coming soon for RE NXT is membership forms. I'm excited to share that we are building out a brand new membership form for RE NXT alongside additional membership management functionality coming into the web view. These forms will support additional donations, multiple members, gifts of membership, paid, and free members. The current plan is to be available for early adopters later this year. And we do have quite a few features coming to optimize form later this year that we will also highlight. Another one for RA NXT folks in the next major feature for optimized form will be tributes collection. We've seen many of you creating optimized forms of branding cards for specific tributes. Once this is released, donors will be able to specify their dedication right on the donor form experience. And I have just this week gotten access to be able to start playing around with us, so it's coming to you hopefully later this month. And, I'm very excited to get this out the door to you. We'll also be adding support for Sky add ins as optional cards on the optimized form. Partners like Double the Donation will be able to add add ins just for optimized form to the Blackbaud marketplace. Customers have the ability to create their own add ins for their forms as well. This will add flexibility to collect additional information or have additional functionality once a donation is made. We'll also be adding new features to support recurring gifts and your sustainer comp campaigns on optimized forms with recurring gift upsell and the ability to default your form to monthly giving. For sustainer campaigns, defaulting the form to monthly will allow you to encourage that monthly giving option. And we know from standard form that recurring gift upsell does increase the percentage of recurring gifts and, thus, the lifetime value of that donor. And a little further out this year, for everyone, we will be releasing a new type of website component called the donation reminder. This is for forms that you're launching from your own website domain, not the Blackbaud hosted forms. When donors start to either, they they start a standard or an optimized form and then abandon the form at any stage, If they're still on your website or return to your website, a reminder widget will remind them to finish where they left off, encouraging them to complete their donations. We're excited to bring this donation reminder to you later this year. And now over to Lacey to talk about saving more. Thanks, Sam. I can't wait to see that engagement reminder come out. Seems like my camera looks black, but we'll see if it pops back on. Let's look at how you can save more with online giving forms. You've already heard about our fee cover options, which help to offset the fees that you pay, and you can use direct or donor cover or complete cover to cover some or all of those fees. Additionally, online giving forms are directly connected to Raiser's Edge NXT, Altru, or BBCRM so that your cost to migrate gifts or constituent in and out of your database is zero. That happens automatically. Also, we're connected directly to Blackbaud integrated payments, which makes reconciliation easier for you. And, again, the proof is in the pudding. This is an anecdote from a customer who's thrilled about how they're able to save more with online giving. They mentioned that with complete cover, they've saved nearly $2,000 in fees, which is quite amazing. Let's look at what's recently released to help you save more with online giving forms. For our Blackbaud CRM customers, we have released some new changes in batch controls that give you more control over how your gifts are flowing into batch. You can create multiple batch templates, and you can use designations, appeals, pay method, and donation form to route specific gifts into different batches. This gives you more control over how those batches get created. Additionally, you can set a maximum number of gifts per batch so that you can control the flow of the number of gifts per batch. And in addition to those batch controls for Blackbaud CRM customers, we've made some updates for Razer's Edge NXT customers to online data review. Online data review is my favorite feature, and I have some exciting news to share about it. Most recently, we've released organization matching capabilities in online data review, and we have something coming up too that I'll share both of these things in the demo that I'm about to play. Here's a demo of what's new in online data review. Online data review was released about a year ago, and it gives you the option to review transactions that come in from online giving forms and link them to existing constituent records in your database. This feature has been really popular, and we've been able to incorporate some of your feedback into the feature. The first thing I'm gonna show you is available now and is related to organization gifts and online data review. When a donor makes a gift on behalf of an organization on your form, they have this option to check a box and enter the organization data in and then enter their donor data in separately. If they follow this process, the the donor information and organization information come into online data review as separate line items, and you can link them separately to the individual and organization record. We heard from you that your donors don't always follow this process. In that case, they might just enter the organization details into the name field and proceed on their way. So we've updated the online data review tool to account for this. Now when you have a donation come in from somebody that's obviously an organization, like this one here, and it's Lacey's Lawn Care, you now have this new link down here to create a new organization record from that constituent. That way, you don't have to convert it to a, organization record later. Additionally, you can search the database, and you can choose to search organization records to see if you can find a match. In that case, you can link this gift directly to the existing organization record. We hope this helps you with matching organization records in online data review. The other thing that we're working to release in online data review relates to tribute gift. This functionality should release in later this month in May. Going back to our donation form, your donors also could have the option to make a tribute gift. In this situation, they can create the honoree, so the the person the tribute gift is in honor of, and or the acknowledgee, which is the person that gets the communication about the gift. So when this releases, you'll have the option to review the honoree and acknowledge field in online data review. So here's an example of a tribute gift, and you can see the honoree come in here as a separate line item. And then you can also click through and see the associated constituent records with that honoree. You can tie all the pieces of the gift together. From here, you'll be able to match to existing constituent records, and we'll also be looking at the tribute type fields to make that match appropriate. So just like you do with donor records, you can link these honoree and acknowledges to existing constituents in your database. So, hopefully, this will prevent you from having to have more duplicates and a messier database moving forward. We hope these features help you, and we look forward to hearing your feedback on them. Okay. Great. That leads us into the what's coming soon to help you save more with online giving section. I just spoiled this one for you in the demo, but we are going to release tribute matching in online data review later in May. So look forward to hearing your feedback on that. And, finally, one more upcoming release to help you save more with online giving is the ability to collect consent on optimized forms. I mentioned this a little bit earlier, but here's some more details about it. Today, you have to use a standard form if you want to include an email sign up or other types of communication opt in on your donation forms. Soon, you'll be able to do this on optimized forms too. This gets us one step closer to releasing optimized forms in The UK where consent collection is a requirement. Now I'm gonna turn it over to the fabulous Poornima to talk about sleeping better. Thank you, Lacey. So far, you guys have heard all the amazing features and that can help you raise more and save more. But this is my favorite section. Who doesn't love a very good night sleep? Now you can sleep even better knowing that you are in safe hands with the online giving. With features like prevention, threat prevention, data security, PCI compliance, privacy compliance, you can rest easy knowing that your donations are secure. Also, with features like daily disbursements, credit card updaters, and automatic payments, you can be assured that everything runs smoothly and will also save you time. Now let's dig into some new features that we have released that will help you sleep better. And let's start by looking at, reporting first. One of the ways, to have better peace of mind and sleep better is, by having access to performance analysis, metrics, and numbers at your fingertips. Here is a quote from Opportunity International that I would like to share here that actually speaks about the importance of reporting. They do find the donation form to be life changing, not only because it's easy to configure and it offers flexibility for, their needs, but also performance analytics. They know that it's an invaluable tool, and they can have accurate tracking of which initiatives are successful. So now we know that improved reporting means better sleep, better peace of mind With real time insights into one donation forms, you can track trends like amount raised and number of views across, across different forms or individual forms. We've added a recent enhancement where now, this total gifts chart will also include not only the first payment, but all the subsequent payments from from the recurring gifts, which will give you complete accurate view of donations for that particular form. This transparency helps you make, informed decisions and ensures you, your fundraising efforts are on track. Continuing on the theme of recording, we have made it easier for you to record off of a donation form information from query or list. We automatically include custom fields for any gifts made through donation forms. This means you will have, you will all you will get the transaction ID, form name, form URL added, to any gifts coming from donation form. This will streamline your reporting process, and you will have a clearer, more comprehensive view of your fundraising efforts. Now let's take a look at what's coming next, that'll help you sleep better. We're gonna continue on on the theme of reporting again that'll help you sleep better. We have an enhancement plan for donor portal where users will be able to access a report that is going to list all the recurring giving updates made by donors. This will allow the users to easily track, changes like, donation amount or schedule changes to the plan like skips or holds that have been made, in portal. This real time reporting will provide some visibility and control and will make dollar management simpler and more reliable. Now let's look at some of the enhancements made to the form itself that will help you sleep better. We will be moving the standard form to the same checkout technology that is used on the optimized form. With this new technology, there is no downtime ensuring payment, continuous payment processing. This will also add Google Pay as a payment method. Google Pay and Apple Pay will be available as payment method for recurring use. Plus, door cover backstop will be available on the forms form set up for, complete cover where the transaction is not eligible for donation because of donation amount or payment method. This means user can sleep better knowing donations are processed smoothly without interruptions. Also, with using this new technology on the standard form, standard forms will then support test mode as well. This test mode is already available on the optimized form. With this enhancements, user can test their entire donation workflow in test mode on the standard form. This includes testing of the form design, confirmation page, confirmation email, and also the the integration, ensuring everything works seamlessly and is set up correctly before going live with the form. Next, let's talk a little bit about the form management. We have an enhancement plan where users can set a close date for the donation form. So if you set a close date, the form will be automatically closed on that date. A customized message will appear for the donor who visit the form after it's closed. Like, maybe you you want to thank them or provide relevant information or updates. Even after the form is closed, you will still access and review the donation stats ensuring no valuable data is lost. The new form status will be test mode, publish date, and close date, giving you more control and, clarity over the form. This means you can rest easy knowing that the forms are well managed, donors are informed, and critical data is always available. So last but not the least, if you had joined the Blackbaud product update, please, you may have seen that more gift management functions are coming into review, which will also address some feedback we hear from you on managing donation form transactions that come into WebView batch. As batch enhancements release, you will also be able to streamline some of the tedious gift entry work and have more control over field placement to allow for easier mass updates like adding gift cards, or gift subtypes. Now that we have looked at some features that will help you sleep better, I will hand it over to Sam to review, the roadmaps. Thank you, Poornima. I know that was a lot to keep up with. So we're gonna recap what we've recently released and what's coming for the rest of 2025. We will have a slide for each of our consuming products to make things easier for you. So if you are one that takes screenshots or gets your phone out to take a picture, this is that time. Starting with RE NXT, items in green here are complete and released, and we reviewed many of them today, including the most recent first wave release of pledge on standard form and social sharing on optimized form. In progress and planned work in purple for q two includes the final waves of our pledge release on standard form, tributes and recurring gift upsell on optimized form, and direct debit first for our Canadian friends. You'll also see the enhancements related to the new payments checkout light up. In q three, we're looking at more international direct debit releases, social sharing on standard form, The United Kingdom release for optimized form, and support of Sky add ins and consent on optimized form. And then as we look further out in 2025, we are excited about bringing you the membership form for early adopters, the ability to close and archive forms, a year in review dashboard, and the complete donation engagement reminder as well as some portal enhancements for recurring gift activity. I look at this and I I I finally understand why my days are so busy. This is, this is a lot that we are really excited to get out to you. And then for Baby CRM, alongside of our international releases, we have some batch enhancements to limit the gifts per batch and support multiple batch templates. You'll also see many standard form enhancements upcoming with Google Pay being added as a wallet option, social sharing on both forms, the complete donation reminder, and year end review. And last but not least, for Ultra customers, expect to see those same form updates next year with additional wallet functionality, excuse me, this year with additional wallet functionality on standard form, social sharing, year in review, and the ability to close and archive forms. And that really is the beauty of online giving and Blackbaud donation forms. RNXT, Blackbaud serum, and Blackbaud all true will get a lot of the same feature functionality in the same time frame. To sum it up, standard and especially optimized form are performing better than online express and industry averages. And if you're not using these forms today, we recommend you start to plan your move. We're excited to see you start or continue to use these forms and have a lot of enhancements coming up to help you raise more, save more, and sleep better. And with that, I will let Mike close us out. Awesome. Thank you, Samantha. So here is what else you should know about. We have self paced learning resources to help you create a Blackbaud integrated payments account, create and publish donation forms, and stay up to date on new features and enhancements. Check the resources tab of the webinar platform for links. You should also check out the payment services product update briefing for all the newly released payment processing features and upcoming payment technologies. And don't forget about BBCon. Registration is open, and you can save big by registering now at our early bird pricing. It's in Philadelphia this year, and I am so excited to see all my Blackbaud friends and colleagues there. And with that, thank you all for attending today's product update briefing. I hope you learned how to raise more, save more, and sleep better with Blackbaud Bud donation forms and Blackbaud integrated payments. And I hope you'll take the time to answer our brief survey to let us know how we did today. Your feedback is a gift and we take it all to heart. While you're answering the survey, we will do our best to answer any remaining questions in the q and a. Thanks again, and have a great rest of your day.