Upcoming Features: April 2026
Headline Features
Auto generate and send receipts
Overview: Organisations have the option to enable or disable the “Auto-Generate Receipt” feature. When enabled, this functionality allows PwE users to automatically generate and dispatch receipts for both Regular Giving and Single Donations, based on the donor’s preferred communication channel.
Benefits:
Automated Receipt Generation: Receipt records are created automatically using the selected receipt template, significantly reducing the administrative burden on PwE users by eliminating the need for manual generation and distribution.
Consistent and Timely Donor Communication: Ensures timely and consistent delivery of receipts to donors, minimising the risk of omissions and enhancing the overall donor experience.
Address validation
Overview: This functionality enables PwE users to leverage integrated Azure Map address validation across one or multiple address fields within the Contact and Account record.
Benefits:
Systematic Address Validation: Ensures that all contact and account addresses are systematically validated by the system, thereby enhancing the accuracy and integrity of contact and account data.
Enhanced Mail Delivery Reliability: Improves the reliability of mail delivery by reducing the likelihood of undelivered correspondence, contributing to a more consistent and professional communication experience.
Phone validation
Overview: The Phone Number Validation feature in PwE ensures that phone numbers captured on account, contact, and lead records are accurate, usable, and consistently formatted. Administrators can configure validation rules by country, phone type (Mobile, Landline, VOIP), and format. The rules are applied in real time whenever users add or edit phone fields (e.g., Mobile, Home Phone, Business Phone).
Benefits:
Higher Contactability & Fewer Failed Calls: Real-time validation prevents bad numbers from being saved—reducing call failures and improving donor contact success rates.
Consistent Formatting: Numbers are auto-formatted to your selected standard, ensuring uniform display across records, reports, and communications.
Configurable to Your Needs: Admins can tailor rules by country (one or many), type (Mobile, Landline, VOIP), and format, supporting global operations and nuanced use cases.
Data Quality & Compliance: Cleaner data improves segmentation, telephony integrations, and audit readiness; type-specific validation helps avoid misclassifying VOIP as mobile or vice versa.
Time Savings for Frontline Teams: Fewer manual corrections and clearer error messages mean faster record creation and updates for Fundraising/Donor Support staff.
Better Integration Outcomes: Validated and standardised numbers reduce friction with dialer systems and SMS gateways.
Power BI Reports within PWE
Overview: This feature offers PwE users access to sample Power BI reports focused on Gift Performance. These reports can be downloaded and customised to meet the specific reporting needs of individual organisations.
Benefit:
Accelerated Report Development: Provides a foundational starting point for developing Power BI reports.
Reduced Effort in Report Creation: Reduces the time and effort required to build reports from scratch.
Enhancement Donation Import – contact de-dupe
Overview: The Donation Import functionality has been upgraded with a more sophisticated duplicate detection mechanism specifically for contacts, improving the accuracy of data entry during donation processing.
Benefits:
User-Controlled Contact Creation: This enhancement empowers PwE users with the option to determine whether a new contact should be created during the donation import process, allowing for greater control over data management.
Enhanced Duplicate Detection Logic: The refined duplicate detection criteria utilises First Name, Last Name, and Email Address to effectively link transactions to existing contacts or to initiate the creation of a new contact when necessary.
Improved Data Integrity: By minimising duplicate entries, this improvement helps in maintaining data quality.
Enhancement Donation Import – Link Payment Method
Overview: The enhancement to the existing Donation Import functionality introduces support for Credit/Debit Card as a Gift Type. With this update, the system automatically associates the imported transaction with the contact’s existing Payment Method.
Benefit:
Expanded Payment Method Support: Enables the inclusion of Credit/Debit Card as a valid Payment Method in the Transaction Import process.
Automated Payment Method Linking: Eliminates the need for manual linking of Payment Methods to imported transactions.
Improved Accuracy and Efficiency: Minimises human error and enhances overall processing efficiency.
Enable Stripe Webhook
Overview: This feature is designed to support clients who process transactions through Stripe via their websites or other applications. A dedicated Webhook endpoint listens for Stripe transaction events—such as successful charges, refunds, and payouts—and automatically creates a corresponding Single Donation Transaction record in PwE, capturing key details including the amount, transaction date, and Stripe ID.
Benefits:
Automated Reconciliation: Significantly reduces manual reconciliation efforts, ensuring financial records remain accurate and up to date.
Multi-Channel Payment Support: Enables organisations to seamlessly accept payments via Stripe across multiple channels, including websites and third-party applications.
Secure and Compliant Processing: Supports PCI-DSS compliance by leveraging Stripe’s secure infrastructure for storing and handling payment information.
Direct debit through Stripe
Overview: This feature enables PwE administrators to activate Direct Debit functionality within their Stripe account. Once enabled, PwE users can add or update Direct Debit as a Payment Method on a contact record by entering the required bank details in PwE App. This Payment Method can then be used directly on transaction records.
Benefits:
Automated Direct Debit Processing: Eliminates the need for users to manually upload payment files to the bank for processing Direct Debit transactions. Stripe handles the processing automatically.
Streamlined User Experience: Provides a more intuitive and streamlined user experience for adding and managing Direct Debit Payment Methods.
Operational Efficiency: Enhances operational efficiency and reduces the risk of manual errors.
Payout reconciliation
Overview: This feature automates the reconciliation of payouts within PowerWorker Engage. A dedicated Reconciliation Report allows users to review, filter, and trace transactions back to their payout batches, ensuring clear visibility and financial accuracy across the payment lifecycle.
Benefits:
Automated status updates ensure transaction records (Successful, Failed, Refunds) accurately reflect Stripe payout outcomes without manual intervention.
Improved financial traceability through automatic creation of Payout Header and Payout Detail records linked to each transaction.
Faster reconciliation via a dedicated Reconciliation Report, allowing users to easily filter and review payout batches.
Reduced operational effort by eliminating manual cross‑checks between Stripe and D365.
Strengthened audit and compliance with complete linkage of payout data, transaction status, payout dates, and IDs stored within the system.
Pause Recurring Payment
Overview: This feature allows PwE users to pause a donor’s Recurring Payment for a specified future period. The system automatically adjusts the upcoming payment schedule based on the defined pause duration, ensuring continuity and accuracy without manual intervention.
Benefits:
Flexible Donation Management: Provides donors with the flexibility to temporarily pause recurring donations, either immediately or for future dates, in response to changing personal or financial circumstances.
Automated Schedule Adjustment: Automatically updates the payment schedule, eliminating the need for manual adjustments and reducing the risk of human error.
Insightful Reporting: Enables PwE users to record the reason for the pause, supporting reporting and analysis for improved donor engagement and retention strategies.
Upgrade/downgrade Recurring Payment
Overview: This feature enables PwE users to capture and apply upgrades or downgrades to a donor’s Recurring Payment amount. Upon making these changes, the system automatically updates all future payment schedules accordingly.
Benefits:
Flexible Donor Experience: Provides donors with the flexibility to adjust their recurring donations based on their changing capacity or preferences.
Automated Schedule Management: Automatically recalculates and updates the payment schedule in line with the new amount, reducing the need for manual intervention and minimising the risk of human error.
Insightful Reporting: Maintains a complete history of all upgrades and downgrades, which can be leveraged for reporting and donor engagement insights.
Future payment schedule update
Overview: The Future Schedule Update feature allows users to update a donor’s recurring Payment Schedule (frequency, amount, recurrence settings) and choose when the update should take effect — immediately or on a future date. A scheduled background process runs daily to detect Pending Future Schedule Change records whose effective date has arrived. The system applies the new values to the Payment Schedule, marks the change as Completed, and prevents duplicate or repeated processing even if the flow re‑runs. This ensures predictable, controlled updates with full automation and auditability.
Benefits:
Clear and controlled scheduling: Users can easily schedule changes to start on a future effective date, keeping current billing cycles intact.
Faster and Error‑Free Editing: Pre‑populated fields and dynamic form behaviour, reduce user effort and prevent mistakes.
Strong Validation: The system blocks invalid entries such as zero amounts, frequencies below 1, or effective dates in the past—ensuring data integrity.
Automation for Operational Efficiency: A daily automated flow updates schedules as soon as they become effective, requiring no manual follow‑up.
Accurate, Non‑Duplicate Processing: Built‑in safeguards ensure changes are applied only once, even if the background flow runs again.
Full Transparency & Audit Compliance: Each change is recorded as a Future Schedule Change entry, which transitions from Pending to Completed with timestamps, providing a clear audit trail.
Consistent Donor Experience: Ensures recurring giving continues smoothly with only intended updates applied at the right time, supporting donor trust and predictable revenue.
Grace Period Protection
Overview: The Grace Period feature helps prevent unintended repeated charges for donors. A configurable Grace Period Days value is stored on each donor’s Contact or Account record. When a new Credit/Debit Card or Bank (ACH) transaction is submitted, the system checks the time since the donor’s last completed transaction.
If the new transaction falls within the Grace Period, it is flagged as a Violation, requiring manual confirmation before it can proceed.
Benefits:
Prevents duplicate or too‑frequent charges by blocking transactions within the donor’s Grace Period.
Configurable and auditable, with editable Grace Period Days at donor level and full audit history.
Clear visibility through a dedicated “Grace Period Violation” list showing items needing action.
Controlled override via a “Confirm Proceed” button, ensuring the right balance between donor protection and operational flexibility.
Improves donor trust and compliance by enforcing responsible charging practices.
Auto populate primary contact on opportunity
Overview: This feature ensures the primary contact on an opportunity is automatically maintained based on the potential donor.
Benefits:
Data integrity by design: Accurate, consistent relationships between opportunities and donors’ contacts.
Fewer manual steps: Auto‑fill and auto‑clear reduce user effort and errors during creation and updates.
User‑friendly flexibility: Manual edits are allowed and never overwritten.
Relevant selections only: Lookup filtering limits choices to valid related contacts.
Safe from unintended changes: Opportunities remain stable even if an account’s primary contact changes later.
Back‑office ready: Supports imports and bulk updates without losing intentional data.
System health panel
Overview: The System Health Panels provide a simplified, visual dashboard that highlights the operational readiness of core components in PowerWorker Engage. The dashboard surfaces issues across Power Automate flows, plugin steps, and key configuration items. Each panel displays tiles that turn Red or Yellow only when action is required, helping administrators quickly identify gaps, missing configurations, or disabled system elements. When everything is functioning correctly, the dashboard confirms with clear “All active” messaging, ensuring teams have confidence that the platform is running as expected.
Benefits:
Rapid issue identification through colour‑coded alerts for disabled Power Automate flows, disabled plugin steps, and incomplete configurations.
Reduces downtime by helping admins pinpoint exactly where system setup or activation is missing.
Ensures compliance and data integrity with checks for required components such as default configuration, payment processor, address configuration, campaign mapping, and API keys.
Improves operational efficiency by highlighting users without assigned configurations and payment processors missing required keys.
Boosts confidence and transparency through a clear, easy‑to-read panel confirming when all plugins and flows are active and functioning.
LAI (Linkage, Ability, Interest) Score
Overview: This feature allows PwE administrators to enable the LAI (Linkage, Ability, Interest) Score functionality within the PwE application. Once enabled, it helps organisations assess and prioritise donor outreach by identifying contacts most likely to engage or donate, based on configurable scoring criteria.
Benefits:
Customisable Scoring Model: Admin users can define the criteria and assign point values for each LAI component, allowing the scoring model to align with the organisation’s unique donor engagement strategy.
Improved Donor Targeting: Enables fundraising teams to focus efforts on high-potential donors, enhancing campaign effectiveness.
Data-Driven Engagement: Supports personalised outreach strategies by leveraging insights from donor behaviour, preferences, and interest signals.
Operational Efficiency: Reduces manual segmentation and improves decision-making through automated scoring and prioritisation.
RFM (Recency, Frequency, and Monetary value (RFM) score)
Overview: The RFM (Recency, Frequency, Monetary) Scoring Framework is a donor segmentation tool that evaluates donor engagement based on:
Recency: How recently the donor gave.
Frequency: How often the donor gives.
Monetary: How much the donor gives.
This feature allows administrators to:
Configure fields on Contact and Account for RFM scoring (e.g., Last Gift Date, Total Gift Count, Total Gift Amount).
Define ranges and ranks (1–5) for each dimension.
Automatically calculate and update scores whenever relevant fields change.
Generate a composite score (e.g., 444, 345) for easy segmentation.
Benefits:
Improved Targeting: Identify high-value donors for major gift campaigns, recurring giving programs, or stewardship efforts.
Personalised Outreach: Tailor communication strategies based on donor engagement level, improving response rates.
Optimised Fundraising ROI: Focus resources on donors most likely to convert or upgrade, reducing wasted effort.
Predictive Insights: Use RFM scores to forecast donor behaviour and prioritise retention strategies.
Data-Driven Decisions: Provides a standardised, objective scoring model for segmentation and campaign planning.
Automation & Efficiency: Eliminates manual scoring, ensuring real-time updates and reducing admin workload.
Cross-Team Alignment: Creates a common framework for marketing, fundraising, and donor relations teams.
Meta integration
Overview: The Meta Integration feature in PwE enables seamless connectivity with Facebook and Instagram, allowing organisations to capture leads and contacts directly from social media campaigns and advertisements. This integration ensures that data collected from Meta platforms flows automatically into PwE, eliminating manual data entry and reducing delays in follow-up. With this feature, fundraising and donor support teams can leverage social media engagement to grow their supporter base and respond quickly to inquiries or interest generated through campaigns.
Benefits:
Streamlined Lead Capture: Automatically import leads and contact details from Facebook and Instagram ads into PwE, reducing manual work and errors.
Faster Response Times: Immediate availability of social media leads in PwE enables quick follow-up, improving conversion rates and donor engagement.
Enhanced Campaign ROI: Track and manage leads from Meta campaigns within PwE, providing better visibility into performance and impact.
Enabling Copilot in PwE
Overview: Enabling Copilot in PwE gives users an AI‑powered assistant directly inside the platform to help them quickly interact with organisational data, search records, and answer questions using natural language. Instead of manually navigating through multiple screens, reports, or queries, users can simply ask Copilot for what they need and get immediate, accurate results.
Copilot connects seamlessly with PwE’s data models—such as contacts, donations, interactions, activities, cases, or any custom entity—allowing users to retrieve, summarise, and understand data faster than ever.
Benefits:
Instant answers to user questions about PwE records (e.g., total donation by a contact).
Saves time by avoiding manual searches, reports, and navigation.
Easy for everyone—no technical skills or report building required.
Improves productivity with quick insights and summaries.
Enhances data accuracy by highlighting missing or inconsistent data.
Supports better decisions through real-time insights and trends.
Secure and role‑aware, showing only what each user is allowed to see.
Introducing ‘Ask PowerWorker Copilot’
Overview: PowerWorker Copilot is an AI‑assisted feature that lets users quickly search and retrieve information stored in Document 360, which houses all documentation related to PowerWorker Engage (PwE)—including processes, how‑to guides, definitions, troubleshooting steps, and product knowledge.
When enabled, users can simply ask questions in natural language—such as “How do I create a transaction in PwE?” or “How to configure RFM Score?”—and Copilot instantly brings back the relevant, contextual content from Document 360. This feature is configurable, allowing organisations to turn it on or off depending on their needs, documentation access policies, or rollout strategy.
Benefits:
Instant answers from Document 360 without searching through manuals.
Reduces training time by helping users’ self‑serve.
Improves productivity with quick access to PwE process and feature guidance.
Ensures consistent information using one central knowledge source.
Easy to use with natural language questions.
Configurable — can be turned on/off based on organisational needs.