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✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount

SleekView Kanban for GiveWP

SleekView reads every donation from the GiveWP database, groups them by donation status, and lets your team drag cards between Pending, Processing, Complete, and Refunded so every status change runs through GiveWP's own update hooks.

♾️ Lifetime License available

SleekView Kanban board for GiveWP

Why GiveWP donations belong on a board

GiveWP stores each donation as a give_payment post in wp_posts, with extensive metadata in wp_postmeta and structured rows in the dedicated donation meta tables introduced in GiveWP 2.20. Each donation carries a status like pending, processing, publish for complete, refunded, failed, cancelled, abandoned, or revoked. The default donations list is sortable but inherently linear, which obscures the funnel of money moving through your gateway every day.

SleekView Kanban reads the same donation records you would query with give_get_payments or the GiveWP REST API. Pick the donation status field as the group column and every record becomes a card grouped under its current state. Cards can show the donor name, donation amount in your form currency, donation form title, gateway, and recurring flag so the finance team and the fundraising team see the same context without switching screens.

Dragging a card between columns calls give_update_payment_status, the same function GiveWP uses internally to transition donations. Donor receipts fire, recurring donations adjust their next billing date, and any add-on listening for the status change runs normally. A failed gateway charge that resolves manually moves to Complete with a single drag, and the underlying donation post updates its status, amount, and metadata in one consistent step.

Workflow

Connect GiveWP donations to a board

1

Connect the GiveWP donations source

SleekView reads from the give_payment post type and the GiveWP donation meta tables. Add filters for date range, donation form, gateway, currency, or recurring flag so the board scopes to today's gifts on a single appeal instead of the entire donation archive.
2

Pick the donation status column

Choose status as the group field and the board renders one column per GiveWP donation state. Finance teams often work Processing and Refunded together, while fundraisers focus on Complete and Recurring for thank-you outreach and stewardship workflows.
3

Choose what each donation card shows

Map fields onto the card front. Common setups show donor name, donation amount in form currency, donation form, gateway, recurring flag, and the date and time the gift came in, so staff see enough to act before opening detail screens.
4

Enable drag-and-drop status updates

Turn on writeback and each drag calls give_update_payment_status with the new value. Donor receipts, recurring schedule updates, gateway refund calls, and any GiveWP add-on hook listening for status transitions fire exactly as they would from a manual admin edit.

Sample board

Sample GiveWP donations board

The native GiveWP donation statuses with realistic donor names, amounts, and forms showing how a fundraising team would watch a campaign move through the week.
Pending
9
Donation #8021 awaiting Stripe webhook
Anna Becker, $50.00, Stripe
Donation #8018 manual check pledged
Robert Hill, $1,000.00, Offline
Donation #8014 bank transfer in flight
Helena Costa, $250.00, Bank
Complete
642
Donation #7998 monthly sustainer renewal
Marco Greco, $25.00, Stripe
Donation #7976 year end appeal
Priya Patel, $500.00, PayPal
Donation #7960 major gift, board member
James OConnor, $5,000.00, Wire
Refunded
11
Donation #7905 refund per donor request
Sara Klein, $100.00, Stripe
Donation #7888 chargeback resolved
David Park, $250.00, PayPal
Donation #7870 duplicate refunded
Owen Walsh, $25.00, Stripe
Failed
14
Donation #7855 card declined twice
Lina Park, $50.00, Stripe
Donation #7841 PayPal session expired
Aisha Khan, $100.00, PayPal
Donation #7830 gateway timeout
Felix Berger, $25.00, Stripe

Comparison

Default GiveWP donations vs SleekView Kanban

Default GiveWP donations

  • Sortable list of every donation, with status as a small column label
  • Bulk status changes require checkbox selection and a single dropdown action
  • No visual sense of how today's appeal is converting compared to last week
  • Reviewing form, gateway, and amount per donation requires opening each record
  • Filtering by status reloads the whole admin instead of showing parallel queues

SleekView Kanban

  • Reads from give_payment posts and the GiveWP donation meta tables
  • Drag a card to fire give_update_payment_status with full hook coverage
  • Cards show donor name, amount in form currency, form, gateway, and recurring flag
  • Group by gateway when reconciling Stripe and PayPal reports against the database
  • Capability checks honor edit_give_payments so finance retains control

Features

What SleekView Kanban gives you for GiveWP

Native GiveWP status engine

Every column maps to a real GiveWP donation status. Donor receipts, recurring subscription schedule updates, refund processor calls, and Constant Contact, Mailchimp, and ActiveCampaign sync hooks all fire exactly as they would after a manual click on the donation edit screen.

Drag with donation notes

Every move writes an internal note onto the donation using GiveWP's existing notes system, recording the staff member, the source column, the destination column, and the timestamp. Stewardship history stays attached to each record, alongside the existing GiveWP notes.

Saved boards per campaign

Pin a board to a single donation form, campaign, or appeal. Capital campaign teams work a dedicated board with major gift cards visible. Monthly sustainers get their own board with the recurring flag toggled, so each fundraiser sees only the queue that matches their work.

Audience

Where a GiveWP kanban changes fundraising work

Daily gift acknowledgment

Fundraisers work the Complete column from top to bottom each morning, sending personal thank-you notes to gifts above a threshold. Cards include donor name, amount, and form, so the right message goes out without opening a detail screen.

Failed gateway recovery

The Failed column collects every donor whose card declined or whose PayPal session expired. Support reaches out, the donor completes a new attempt, and the card moves to Complete the moment the new donation lands in the database.

Major donor stewardship

Filter the Complete column to gifts above a major giving threshold. The board surfaces every gift that needs an executive director call, a board liaison handoff, or a custom acknowledgment letter, without exporting a CSV each Monday morning.

The bigger picture

Why a board view changes fundraising operations

Fundraising teams measure success in relationships kept alive over years, but the daily work is granular and urgent. A first-time donor whose receipt fails to arrive on day one becomes a lapsed donor by month three. A major gift that nobody acknowledges within 48 hours becomes a board complaint by week's end.

The default GiveWP donations list treats every record as a row in a chronological log, which is correct for accounting but blind to the actual rhythm of acknowledgment, stewardship, and recovery work. Failed gateway charges sit in the same view as completed gifts. Recurring sustainer renewals scroll past at the same speed as one-time gifts that need personal handwritten cards.

A kanban board reorganizes the same data around the actions a fundraising team takes. The Complete column becomes the thank-you queue, sortable by gift size. The Failed column becomes the recovery queue, sortable by donor lifetime value.

Refunded becomes a reconciliation queue for finance. The data is the same data GiveWP already stores. The view finally matches the work and dragging a card is both the operational step and the database update at once.

Questions

Common questions about SleekView Kanban for GiveWP

Yes. SleekView queries both the give_payment post type and the GiveWP-specific meta tables introduced in 2.20 so card fields can include amount in form currency, donor first and last name, and gateway response data without needing to traverse generic wp_postmeta.

 

Yes, when GiveWP is configured to refund through the gateway. The status change fires the same hook the admin edit screen uses, which triggers Stripe, PayPal, or other gateway refund calls if the corresponding option is enabled. Manual refunds outside the gateway simply update the local status.

 

Yes. Subscription records live in their own table and get their own dedicated board with subscription-specific statuses like active, expiring, completed, and cancelled. The donations board shows each individual renewal as it lands, so finance can reconcile renewals against donor sustainer plans.

 

Yes. Every drag runs through current_user_can with the configured donation edit capability before writing the new status. Unauthorized users can drag cards for personal sorting only, the underlying status does not change, and the card snaps back with a toast message.

 

Filters apply at the query level. A typical fundraising board scopes to the current campaign, the last 60 days, or a single donation form. Rendered card counts stay manageable, and older donations live in dedicated archive boards or get exported through GiveWP's standard reports as needed.

 

Yes. Card fields are configurable per board. Common setups show donor name, amount, form, gateway, and recurring flag. You can also pull custom donation meta like tribute name, employer for matching gift programs, designation, or any field captured at the form level.

 

Yes. Every drag writes a note onto the donation using GiveWP's existing notes API. The note records staff display name, source status, destination status, and timestamp, and shows up alongside the existing GiveWP notes on the donation detail screen and in standard exports.

 

Yes. The status transition runs through give_update_payment_status, which fires the same internal donor receipt and admin notification emails the admin edit screen uses. Constant Contact, Mailchimp, and ActiveCampaign sync hooks from GiveWP add-ons also run normally on the same status change.

 

Pricing

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