Product Update Briefing

You can now select confirmation email templates to use for recurring transactions on membership forms. Previously, you could only select confirmation email templates for one-time transactions.

From Management, select DIY Online Forms. From an existing or new membership form, on the Email tab of the Choose Your Settings screen, select to send the donor a confirmation email. Under Confirmation Email Template (Recurring Transaction), select a template.

For more information, see Create a membership signup page.

You can now search for communications templates by name to create a document or email from the following areas:

• From the account record, select Personas, then select Create Document under Tasks.

• From the account record, select Journal, then select Add to create a gift or pledge. Select Save, Create Document.

• From the account record, select Journal, and view an existing gift. Select Save, Create Document.

• From the account record, select Personas, then select to send an email under Email. Under One-Off Email Format, choose to select an existing template.

Tip: The most recently used templates appear when you select the Template field.

As we’ve previously communicated, to consolidate payment processing and improve the payment processing experience, eTapestry is ending support of IATS-Canada on January 29, 2025. Review When is the Blackbaud Payment Service End of Support Date for iATS in Canada? for more information.

To make it easier to enter criteria for your query, you can now select to hide unselected values from the following fields when you select query criteria:

• Funds

• Campaigns

• Approaches

• Letters

• Fundraisers

• Country

• Single- or multi-select user defined fields

Note: This option only appears for fields that have 20 or more values.

For more information, see Query Criteria.

We’ve made enhancements to the Account User Defined Fields report to improve its usability, including:

• New columns, Account Number and Category, display the account number associated with the account and name of the category.

• Updated column names:

  • Field is now User Defined Field.

  • Value is now User Defined Value.

  • Account is now Account Name.

• This report is no longer grouped by category and account name.

To help you view more detailed information about a specific mass email, we’ve added the Account Number column to the following areas of the Mailing Delivery Detail Report for advanced mass email:

• Attempted, In progress, and Not Attempted under Submitted Email Address Stats

• Successes and Failures under Attempted Email Stats

• Tracked Opens

To access this information, from Reports, eTapestry Standard Reports, run the Delivery Report under Mass Email Reports. Select a mailing ID to view the mailing’s information.

For more information, see Mailing Delivery Report.

We’ve made updates to the look and feel of eTapestry. Although these updates should not disrupt your current processes, you will likely notice slight changes in how information appears.

We’ve made the following improvements:

• Modernized checkboxes and radio buttons across eTapestry.

• Provided a more consistent user experience for the Duplicate Exclusions Report and Possible Duplicates Report.

• Updated Giving, Cultivation Tools page with a more modern experience.

• Modernized the look of sticky notes and date picker.

• Improved Quick Actions tile on the Account Home page.