Feature Updates 09/30/2025

New Feature: Set User Preferred Campus Custom Form & Chatbot Action

We’re excited to announce a new update to the OnlineGiving.org Custom Form and Chatbot Builder: the “Set User Preferred Campus” action.

This action gives church administrators more flexibility by allowing a custom form or chatbot to automatically update a user’s preferred campus in their OnlineGiving.org profile.

How It Works

For Custom Forms

• Signed-in users: If the user is logged in when submitting a form, their authenticated profile will be updated.

• Not signed-in users: If the user isn’t logged in, the system will attempt to match a profile using the “phone” or “email” form fields (if present).

  • A match is made based on the unique mobile phone number or email address provided.

For Chatbots

• If the user’s identity is linked to their mobile phone (such as from a registered text-giving device), that profile will be updated.

• If the mobile phone isn’t linked, the system will fall back to using “phone” or “email” chatbot parameters (if present) to match a user profile.

Updating the Preferred Campus

Once a profile match is found, the action will:

• Directly set the preferred campus chosen in the form or chatbot action settings.

• Or, if auto-match is enabled, it will attempt to automatically match the preferred campus based on the user’s response to a specific question (e.g., “What is your campus?”).

Why It Matters

This feature makes it easier for churches with multiple campuses to:

• Keep user records accurate and up-to-date.

• Personalize communication and engagement based on a user’s preferred campus.

• Streamline administration by reducing manual updates to user profiles.

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