Ability to reset the goal bar | Voters | GiveWP Fundraising Plugin

Ability to reset the goal bar

planned

Stephanie Liy

As an admin, I would like to have the ability to reset the goal bar to reflect time-based donation collections.
For example, I would like to reset the goal bar each month to give donors a clear picture of the monthly goal of the campaign.
An automation for this would be ideal

October 12, 2022

Miffi Maxmillion

I too would find this incredibly useful. At the moment I've set it to show as a percentage, and each financial year I adjust it in the backend so the percentage is correct, But behind scenes the dollars number is wildly out. A big problem with one suggested fix is that if I create a new donation form each financial year, I lose all the recurring donation peoples!

Angela Blake

marked this post as

planned

We're planning to start development on some updates to form goals in April and will be looking into this then. We'll update this post with the outcome of our work.

Zeb

HI! I'm im looking into trying to purchase GiveWP but need this function .... has it been done yet??

Ben Meredith

Merged in a post:

Customizable Start & End Dates for Recurring Goals

Zack Jenkins

As an Admin, I'd like to set start and end dates for my Form Goal so that I can run goals based on times rather than the current metrics.

June 27, 2023

Brad L

This enhancement could provide a lot of great goals. It could be used to set monthly goals. But it also could have a second goal that could be shown at the same time as a yearly goal. And if those goals could be reset (monthly or yearly) then would not lose the all time statistics of the form

Jeremy Hammond

Yes, please! As a use case example, I want to have monthly fundraisers with a goal. The problem is people who set donations to be recurring have those donations always made to that original form. I have to manually edit each to assign it to the new fundraiser. 
Adding the feature to enable the subscription to be assigned to a different form would not solve this problem since each new month I'd still have to go back and manually update each prior subscription to apply it to the new form. 
The solution I see is to simply be able to reset goals. That way I can just continue to use the same form and still have it show goal progress.

Ahmad Rahman

We would like to request similar feature for recurring payments/donations which can have an option to have:

a scheduled start and end date and frequency (daily, weekly, monthly)
number of recurrences and frequency (daily, weekly, monthly)
set scheduled time or time range for transaction processing

This can be used for fundraising campaigns such as:

Last 10 nights of Ramadan. These are special nights in Islam and many Muslims would like to donate every night. Ideally we launch the campaign early and ask users to register. When the start date of the campaign arrives, the first payment is processed. Subsequent daily payments processed until and including end date.
First 10 days of the Islamic month of Dhul Hijjah. Similar concept to last 10 nights of Ramadan.
Weekly donation on Friday. Fridays are considered to be the best day of the week for Muslims. Many people want to donate on Fridays. We would like to automate it for them.
Winter [CAUSE] drive, where CAUSE can be food, clothing etc. Donors may want to contribute monthly during the winter months.
Other religions or organizations may also have special occasions that can benefit from this feature.

Alex Coleman

Merged in a post:

Choosing a different START date for a recurring donation sequence.

Zack Jenkins

As an admin, I'd like to allow donors to manually select when their recurring donation will start, so that they don't have to initially donate on that start date.

November 22, 2021

Richard Small

Is there any update on this at all? 
As this would be cruicial to giving transparency to our donations intake and likely spur more donors to give, seeing we're struggling. 
Having a meter that's set to show each month, without having to create seperate forms each time is desperately needed. 
Also, a sidebar widget for this too would be the icing on the cake.

Gordon Huseth

Richard Small: I agree. This would be great to have (soon). We are losing donors as a result of the donor forgetting to come back to start a recurring payment on the date they prefer.

Allan Miller

I second this request!
It would be helpful if we could set an optional date range for each form's "Donation Goal". This date range would then control how the Progress Bar calculates its progress.
I think an explanation of my particular use case will help illustrate why this would be a useful feature -- particularly in how it applies to Subscription donations...
We have taken to ceating a new Donation Form for raising funds to support our bi-annual budget needs. We love utilizing the "Donation Goal" to help communicate our bi-annual budget needs. The visual of a progress bar is both a motivator to new donors as well as an encouragement to existing donors. They love seeing how their gifts are helping us meet a goal. We've always ended up exceeding the bi-annual goal and that's something everyone enjoys seeing via the progress bar.
At the end of each 6-month period, we then "archive" the previous form and create a new one (with the same descriptive name) so that to the end-user, we are essentially resetting our progress bar back to $0 to track the giving of the next 6 months.
This works just fine for reflecting the progress of any one-time gifts. However, there's a major problem when it comes to reflecting any "monthly donor" Subscriptions. Since their subscription is connected to the "_give_payment_form_id" of the donation form they created their subscription with, their on-going gifts continue to count against what is now an "archived" form and are therefor not counting as part of the progress bar for the new, current donation form.
If we could have a method for setting date range to the donation goal, then we could avoid the need to "archive" our expired form every 6 months and, instead, we could simply just update to a new date range to have the progress bar measure from. This would allow EVERY donation type (one-time, or subscription) to count against the donation form's progress bar based on their dates.
The only other option I can think of is to provide a way to transfer a Subscription from one form to another -- but I think that opens up a bunch of concerns for getting donor permission (otherwise, you could have a scenario where a donor's subscription is moved from "Feed the Homeless" to "Save the Whales" without them knowing.) And I'd much prefer being able to keep one donation form alive while setting new date ranges to keep donors motivated with small goals.

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