4/11/24: 1:1 Video Contact Linking

You can now get a more holistic view of engagement with 1:1 Video Contact Linking! This enhancement allows you to connect your 1:1 videos to contacts in your ThankView portal. By linking a contact to a 1:1 Video, you connect them to the video’s metrics, giving you more comprehensive engagement data. Here’s what else you need to know:

• Though this feature is optional, you have an option to set it as required for your portal. Useful if you want all recorded 1:1 videos to be linked to a contact.
• Contacts can be linked individually or via a list!
• You can view engagement metrics directly in a new contact profile 1:1 Video tab! Downloadable 1:1 Video metrics have also been updated to include contact fields, so you’ll know who is linked to each video.

To learn more about linking contacts to videos, take a look at our All About: 1:1 Video Contact Linking article!

---

4/11/24: Customized Branding for 1:1 Video

We’ve expanded our customized branding options for 1:1 Video! In addition to uploading your organization’s logo and including a Call-to-Action button, you can now: 

• Create a branded landing page background for your video. 
• Create a branded envelope that can be selected as a third thumbnail option.

These enhancements ensure that your 1:1 Video sends are personalized and tailored to your donors from start to finish. Check out our dedicated help article to learn how to set defaults for these features!

---

4/9/24: Ability to Require Donor IDs

We’ve rolled out a new feature that allows you to make the contact Donor ID field required for your portal! This option enhances the process of contact matching between your CRM and ThankView beyond email address. To enable this requirement, reach out to support@thankview.com and we’ll take over from there. Once activated, any new contacts added manually or via CSV upload will require a Donor ID field. Additionally, when editing existing contacts added before this requirement, you’ll need to include the Donor ID before saving the changes. 

Excited to enable this requirement? (We sure hope so!) Here are some additional notes and recommendations to keep in mind:

• While ThankView still uses Email as a contact’s unique identifier, we encourage adding a unique Donor ID for each contact as well. 
• If you’re taking advantage of our EverTrue integration, requiring the Donor ID field strengthens data sharing between the two tools! We recommend adding a Donor ID that matches the contact’s corresponding Remote ID used in EverTrue. One ID to rule them all!
• The Donor ID field accepts any combination of characters, including leading zeros, numbers, letters, and special characters. Note that CSV files may drop leading zeros (e.g., 0001234 could turn into 1234), so double-check fields for accuracy during uploads! 

For more details on uploading and managing contacts, check out our article, Adding, Editing, Deleting Contacts.

---

For any other questions, reach out to support@thankview.com.