Release Date: May 2020
Improved support for saved payment methods (payment sources)
If the primary contact for a given opportunity has an associated stored payment method, a new button in the RaiseNow Opportunity layout allows you to directly create a payment for that opportunity. If the payment is successful the Opportunity will be updated accordingly.
Improved support for direct debit payment method and direct debit mandates
If a RaiseNow transaction or subscription is created with the payment method direct debit (payment method identifier "dd") the corresponding RaiseNow Transaction or Subscription object will link to a RaiseNow Bank Account object.
If the transaction has been created using the RaiseNow mandate template feature, the transaction will contain the parameters "pdflink" pointing to a PDF document url and form_template. In this case a direct debit mandate object will be created and the PDF will be uploaded and attached to that object. The mandate object will link to the corresponding RaiseNow Transaction or Subscription object in Salesforce.
For donations from the Formunauts DonutApp the transaction parameter stored_dd_document_reference will point to a signed PDF document. This will also be automatically uploaded and attached to the created mandate object. The onboarding wizard has been extended with a new "Document Download" service for this purpose. It will require you to add the DonutApp client_id and secret.
Support for passing a Salesforce Opportunity Id as a query string to the donation widget
If you add a Salesforce Opportunity object ID as a query string to the URL when loading the widget, a resulting donation will directly update that Opportunity. For example:
https://my-domain/widget.html?rnw-stored_crm_opportunity_id=[salesforce_opportunity_uid]
Here is a life example: https://tamaro.raisenow.com/futurogoal-salesforce-preprod/latest/index.html?rnw-stored_crm_opportunity_id=0061i00000CW4YSAA1
You can leverage this feature for example when using tools like Marketing Cloud or other Email marketing applications to send individual links to donors with Opportunities already prepared.
Support for passing fundraisers as a transaction parameter
If the transaction contains a parameter
//EPMS
crm_fundraiser_id
//EPP
stored_crm_fundraiser_id
corresponding to a Salesforce ContactId a relationship record between the Donor and the Fundraiser with the role "solicitor" will be created. The value must be a valid ContactId
Support for passing fundraising teams as a transaction parameter
If the transaction contains a parameter
//EPMS
crm_fundraiser_team_id
//EPP
stored_crm_fundraiser_team_id
corresponding to the Id of a Fundraising Team object record in the RaiseNow Fundraising Kit managed package for Salesforce the resulting RaiseNow Transaction or Subscription object will have a link to that team. The value must be a valid object Id.
Support for passing a marketing location identifier as a transaction parameter
If the transaction contains a parameter
//EPMS
marketing_location_identifier
//EPP
stored_marketing_location_identifier
the resulting RaiseNow Subscription or Transaction object will have the corresponding field value. Only the datatype "string" is supported for this field.
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