Adding Team Details and Banner Image to Endpoints and Triggers

Release Date: June 11, 2025

Description: For the RallyUp Participants workflow, a JSON object is sent whenever a participant registers on a campaign. The participant member ID is already available, and now the TeamID will be added to this JSON object, with a value of null if no teams are available. Additionally, organizers can now pull the URL of the campaign's banner image using the API. The ListCampaigns and campaign/{campaignId} endpoints will include a new field called ImageURL that contains the URL to the banner image of the campaign.

Demo/Screenshot Links:

• API Updated Call 

Send Email to Partner-Level Email Address With Sweepstakes

Release Date: June 11, 2025

Description: A new email address field will be added in Partner Setup to notify partners when a sweepstakes is submitted. This field is optional. When filled, an email will be sent to the entered address with details about the submitted sweepstakes, including campaign ID, name, submission date, status, organization details, and relevant links .

Demo/Screenshot Links:

• View Sweeps Update 

Tax Notice Improvements and Updates

Release Date: June 3, 2025

Description: Updates to the tax notice for international organizations include a new toggle to enable/disable the tax notice, updated default wording for US 501c organizations, and placeholder language for international organizations. A migration will reset the tax notice for existing international organizations with incorrect default language 

Demo/Screenshot Links:

• Tax Deductible Card Default
• Tax Deductible Card Custom

Email Performance Improvements

Release Date: May 14, 2025

Description: The team has implemented improvements include throttling and captcha enhancements to optimize email performance, reliability and security for the application's email systems. 

Set New Default For "Include Fees in Amount Raised"

Release Date: April 14, 2025

Description: The setting "Include Fees in Amount Raised" will be unchecked by default for new campaigns, ensuring that the amount raised only shows the net amount to the organization 

Demo/Screenshot Links:

• Example of Experience Setup Checkbox Option

Allow Organizations to Change Start/End Dates For Campaigns

Release Date: April 7, 2025

Description: Organizations can now change the start and end dates of their campaigns at any time, except for sweepstakes, which require firm rules and cannot be edited once approved 

Demo/Screenshot Links:

• Demo of Changing Dates on a Live Campaign

California/Colorado Compliance Updates

Release Date: March 31, 2025

Description: A new setting and logic will be added to comply with bills passed in California and Colorado, ensuring the final price of an item is shown to donors, including all applicable fees.

Demo/Screenshot Links:

• Demo: https://share.zight.com/NQumEN4L 
• Experience Page Price Info Update
• Experience Setup Button To Activate

Update "Imageless" State in Campaign Management Overlay and My Campaigns Page Cards

Release Date: March 19, 2025

Description: Placeholder images will be used for campaigns without images to improve the user experience in the Campaign Management Overlay and My Campaigns page cards.

Demo/Screenshot Links:

• View Desktop Example
• View Mobile Example

Add New "Pre-registration" Setting

Release Date: January 16, 2024
Short Description: The team is updating the Experience pre-registration setting and minor updates to the pre-registration workflow.  These changes aim to streamline the user experience and ensure that only pre-registered users can participate in the Experience.  

1. New Option for Pre-Registered Donors Exclusivity:

   • This option will only appear when users select that pre-registration lasts until the Experience starts.
   • When enabled, only users who pre-registered before the Experience started will be able to participate in the Experience.
   • For experiences with multiple activity types, the pre-registration behavior will follow the activity type, not the whole experience.

2. Experience Page Behavior:

   • A new banner will be displayed when the Experience starts, informing users that only pre-registered users can participate and prompting them to log in.
   • This banner will only be shown to users who did not pre-register.
   • The "Login" button and the preceding sentence will only be visible if the user isn't logged in.

3. New Modal:

   • A new modal will be shown whenever a user tries to add something to their cart and they are not pre-registered.

4. Pre-Registration for Solo Campaigns:

   • For solo campaigns, the redundant checkbox for enabling pre-registration will be hidden, and only the required/optional setting will be shown.
   • This setting will function the same as the button group shown in the provided screen recording.

5. Move Pre-Registration Settings:

   • Pre-registration and all associated settings will be moved to "Options > Checkout Options"
   • This will place the pre-registration settings right above the "Notice" card in the Options menu.

How This Affects You:

• Pre-Registered Donors Only: Users who did not pre-register before the Experience started will not be able to participate in the Experience.
• New Banner: Users who did not pre-register will see a new banner prompting them to log in when the Experience starts.
• Login Prompt: The "Login" button and the preceding sentence will only be visible to users who are not logged in.
• New Modal: Users who are not pre-registered will see a new modal when they try to add something to their cart.
• Solo Campaigns: For solo campaigns, users will no longer see the redundant checkbox for enabling pre-registration, simplifying the process.
• Settings Relocation: Pre-registration settings will be moved to "Options > Checkout Options," making them easier to find and manage.

Demo: View Here

Improve UX for Raffle Setup When Account Setup is Incomplete

Release Date: January 27, 2025
Short Description: Previously, users had to verify their EIN (Employer Identification Number) before previewing a raffle. Now, users can explore and test the raffle before verifying their EIN.  If an organization is a recent 501(c)3 organization that cannot yet be verified automatically, the user can be accepted upon manual verification through your support teams and SysAdmin.

Key Changes:

✔ Users can preview raffle features before EIN verification.
✔ The EIN is still required before publishing a campaign.
✔ A new Validate EIN button allows users to check EIN status manually.

Screenshots: Before Update, After Update

Update Tooltip Wording for PayPal Transactions

Release Date: January 27, 2025
Short Description: The tooltip that describes how transactions are processed now provides PayPal-specific messaging when PayPal is used instead of Stripe.

Updated Tooltip for PayPal:

"Card transactions are processed securely by PayPal, a PCI Level 1 processor that transacts billions of dollars every year for some of the world's largest companies. [Partner name] does not collect or store any card information."

Screenshots: Updated Tooltip

Require Unique Names for Prizes/Items in Setup

Release Date: January 30, 2025
Short Description: To avoid confusion, campaigns must now use unique names for prizes, auction items, perks, and other items. If a duplicate name is entered, a validation message will prompt users to rename it.

How It Works:

1. When adding a prize, auction item, or perk, enter a unique name.
2. If the name is already used, an error message will appear.
3. Rename the item and save.

Screenshots: Before Update, After Update

Add New Setting to Include Check Donations in Amount Raised Before Marking as Received

Release Date: January 31, 2025
Short Description: A new setting allows check donations to count toward the Amount Raised even before they are marked as "Received." This gives a more accurate fundraising total in real-time.

How to Enable This Feature:

1. Go to Campaign Settings.
2. Look for the Check Donations section.
3. Toggle the setting to "Include check donations before they are marked as received."

Important Notes:

✔ This setting is OFF by default.
✔ Organizations can enable or disable it at any time.
✔ Only applicable if check donations are accepted for the campaign.

Screenshots: After Update

Improve Logic For Requiring Unique Item/Prize names 

Release Date: February 11, 2025
Description:  We have implemented logic updates to the unique item/prize name functionality.  

1. Validation logic added to require unique prize/item names on imports
2. Add validation to require unique prize/item names when copying an item name
   1. Previously, when you copy an item name, it creates a duplicate of the item (see screen recording). 
   2. The following naming convention is now used for copied items.  
      1. When duplicated, the name "Copy of 'X'" will now be used, where 'X' is the previous item name. 
      2. If the organization makes another copy of "X" it will be called "Copy of X (1)" If they make another copy, "Copy of X (2)" and so on.

Auction Item Demo: View Here

Add Item ID to Auction Items for Organizers 

Release Date: February 17th, 2025
Description: We have added the auction item ID to the auction item cards so that they are visible to organizers on the campaign. This change assists organizers in matching items to their winners from the Auction Winners export without relying on the name of the item, which has caused confusion in the past.

We formatted the Item IDs on the auction item card when viewing them through experience setup, similar to how the experience ID is displayed when viewing the Experience Management object.

Old Demo: View Here

New Demo: View Here

For more information, please contact us partners@rallyup.com.

Exclude Seed Amount from Ledger

Release Date: December 12, 2024
Short Description: Previously, the "Seed Amount" added to a campaign appeared in financial reports, which caused confusion. Now, this amount will no longer be included in the Transaction Ledger or Subledger since it does not represent actual funds moving in or out.

How This Affects You:

• If your campaign had a starting balance (Seed Amount), it will not be listed in financial reports.
• Only actual donations and transactions will be recorded.

Screenshot: View Here

Rename "RallyUp Fee" Column to "Total RallyUp Fee"

Release Date: December 22, 2024
Short Description: The term "RallyUp Fee" in the View Donations Export has been updated to Total RallyUp Fee to make it clear that this column represents the sum of all applicable fees.

What This Means for You:

• Easier financial tracking as the column name now accurately reflects the total fees charged.

Screenshots: View Update

Rename Settings to Hide List of Participants and Teams

Release Date: December 24, 2024
Short Description: The previous setting names were misleading, making organizers think all participant and team lists would be hidden. The new names clarify that only the "Participants" and "Teams" tabs will be hidden from public pages.

Updated Settings:

✔ Hide the [Participants] tab from public-facing pages
✔ Hide the [Teams] tab from public-facing pages

Screenshots: Before Update, After Update

Resource Center Mobile Design Improvements 

Release Date: January 16, 2025
Short Description: On the mobile view for the Resource Center, the formatting is not optimal.  See an example here.  We have re-designed this area to work better with mobile devices.  

Screenshot: View Here

Add Setting to Credit Peer-To-Peer Participant/Team  

Release Date: January 16, 2025
Short Description:  There are some organizers who never want a donation to not be credited toward a participant. Therefore, we have added this setting that allows organizers to control if the supporter user can optionally credit a participant. 

How This Affects You:

• A new option is available whether a participant is required to be credited in the Peer-to-Peer section of Experience Setup:

  • How This Affects You: Organizers can now control if supporters must credit a participant during checkout. If enabled, supporters will be required to credit a participant to submit their donation. By default, this setting is disabled.

• A new option to make crediting either a participant and/or team required:

  • How This Affects You: When participants and/or teams are enabled, supporters must credit either a participant or a team during checkout. Validation will ensure that at least one participant or team is credited before submission.

Screenshot: View Here

Add Tooltip in Campaign Setup When User Cannot Upload Participants

Release Date: January 9, 2025
Short Description: Some users were confused when they couldn't bulk-upload participants due to their account setup configuration.  Only verified organizations are allowed to use the mass upload functionality.  A new tooltip now explains this limitation when hovering over the upload option.  

Where to Find This:

• In Campaign Setup, hover over the Upload Participants button to see the explanation.

Screenshots: Tooltip Location, After Update

Allow Campaign Organizer Emails To Be Editable Always

Release Date: January 9, 2025
Short Description: Previously, once a campaign ended, the organizer's contact email could not be updated, causing issues when staff changes occurred. Now, organizers can always update their email addresses, ensuring the correct person receives messages.

How to Update an Organizer Email:

1. Navigate to your Campaign Settings.
2. Locate the Organizer Contact Email field.
3. Enter the new email address and save changes.

Screenshots: Before Update, After Update

For more information, please contact us partners@rallyup.com.

dev log 

Peer to Peer Button Warning, Release Date: December 5th, 2024

The team noticed a couple of issues with the Peer-to-Peer (P2P) option in campaign setup.

1. No Warning for P2P Data Loss: When users uncheck a fundraising activity type that has data, they get a warning that their work will be erased. However, this warning doesn’t appear for Peer-to-Peer. This means users might accidentally lose all their P2P progress without realizing it.
2. Conflict Between P2P and Auction: If someone selects Peer-to-Peer and then chooses Auction, Peer-to-Peer gets unselected automatically. Again, there’s no warning, so users could lose their P2P work here too.

The application has now been updated to add warnings in both situations to help users avoid losing their work by mistake.

See examples here and here.

Move Donation Pages Access Point from Left Menu to Settings, Release Date: November 28th, 2024

To better improve the user interface, we’ve updated the Donation Page access point location:

1. New Location: The donation page link is now under the Settings area (see screenshot here) beneath the "User Management" option.
2. Display Update: The text now simply says "Donation Pages" to match the style of the other menu options.
3. Icon Removed: The previous icon has been removed.

Move Peer-To-Peer Start Date Option, Release Date: November 28th, 2024

We’ve made an improvement to the Campaign Setup process:

• The Peer-to-Peer start date option has been moved to the Peer-to-Peer step in Campaign Setup.
• At the earlier setup step, it is unknown if the organization wants public registrations.  Moving the start date option to the Peer-to-Peer step is better user flow in the setup process.
• The start date option now only appears if either team or participant registrations are set to be public.

See example screenshot.

For more information, please contact us partners@rallyup.com.

dev log 

"Disable Auction Gifts by Default", Release Date: November 12th, 2024

We have updated the application for the Auction Gifts feature disabled by default for all new campaigns.  This will help reduce confusion for the organizer and donor.

See setting here: https://share.zight.com/P8uOBEE5

"Update Tab Header Text for My Members", Release Date: November 12th, 2024

The application has been updated to rename the "My Members" tab to "My Participants" tab under My Account -> My Activity.

See example here.

"Hide Send Email Functionality When Emails Are Not Collected", Release Date: November 13th, 2024

If an email address isn't collected for a ticket (see screenshot), the "Send Email" option still appears on the View Ticket Registrations page (see screenshot). 

Now, if an email address is not collected for a ticket, the "Send Email" option will no longer show up in the Actions menu on the View Ticket Registrations page. 

For more information, please contact us partners@rallyup.com.

dev log 

Payment Processing Page Copy Improvements, Release Date: November 7th, 2024

We’ve made improvements to the payment processing page to provide clearer information about the fees involved with each payment processing option.

Updates:

• Added a "Learn more" link next to each payment processing option on both the Payment Processing Page and Account Setup.
• Clicking "Learn more" will open a modal with detailed information about the fees associated with each processor. 

See final result here.

Participant Email Logic Enhancement, Release Date: November 7th, 2024

We’ve added logic to participant emails when a donor registers multiple participants using the same email address. Currently, emails sent to donors in this situation only include one fundraising page link and one section with next steps.

Updates:

• We’ve removed the text prompting users to visit their personal fundraising page (view example).
• We’ve also removed links to the participant dashboard and fundraising page (view example) as well as the link on "Customize your fundraising page."
• A new table has been added to accommodate all registered participants (view example), with three columns:
  1. Participant Name
  2. View Dashboard (links to the participant’s respective dashboard)
  3. View Fundraising Page (links to the participant’s fundraising page)

These changes specifically apply to cases where a donor registers multiple participants using the same email address, which is common for school events where parents sign up their children.

View the final results here:

Crowdfunding + Peer to Peer 

A-thon 

Update Edit Experience Button Terminology, Release Date: November 7th, 2024

We’ve made a small but important update to the wording in the Experience Management CMO to reduce customer confusion. 

Update:

• The text in the Experience CMO has been changed from "Edit Experience" to "Experience Setup" for consistency.

Final Result: View the update here.

Improve Donation Page Branding Style for Banner Section, Release Date: October 31, 2024

We’ve updated the branding style for the donation page banner to enhance text readability. Previously, dark backgrounds caused text visibility issues.

Update Summary:

• Until we implement page-specific branding, we've hardcoded text colors for the banner section.
  • On desktop: Banner text will always be white for better contrast. 
  • On mobile/tablet: Banner text will always be black for clarity. 
  • Final Result: Here’s how it looks with the updated design: View Result.

Improved Participant Email Logic, Release Date: October 30, 2024

We enhanced the participant email process when the person registering was the same as the one purchasing the registration. Previously, such users received two separate emails: one for the purchaser and another for the participant, which caused confusion.

Update:

• If the purchaser and participant were the same person (determined by email), they now receive just one email instead of two.
• The "Thank you for your registration!" email (sent to the purchaser) was updated to include the important information from the "Your registration is confirmed" email, consolidating everything into a single message.

See final result here.

Updated API Endpoints, Release Date: October 30, 2024

• listdonations rallyup endpoint
• listdonations tray endpoint
• listdonations information sent to tray.io webhook url

• A-thon amount
• Auction amount
• Crowdfunding amount
• Ticketing amount
• Raffle amount
• Store amount
• Sweepstakes amount
• General Donation amount 
• A-thon fee
• Auction fee
• Crowdfunding fee
• Ticketing fee
• Raffle fee
• Store fee
• Sweepstakes fee
• General Donation fee
• Net Deductible Amount

For more information, please contact us partners@rallyup.com.

dev log 

Update "Manage Administrators" Page / Modals For Custom Experience Terminology, Release Date: 10/10/24

Updates To Google Analytics Events, Release Date: 10/23/24

Add Partner-Level Terminology For "Experience", Release Date: 10/23/24

RallyUp's partners now have the ability to customize the terminology for "Experience" or "Experiences" throughout the app. By default, the term "Experience" will still be used, but partners can change it at their discretion. For example, if a partner prefers the term "Campaign" instead of "Experience," they can set that as the default for their partner.

The new terminology will appear in various places, such as the side navigation menu, the My Experiences page, donor profiles, and modals, but only for users outside of system or partner admin roles. This change was prompted because "Experience" hasn't gained the popularity the marketing team hoped for, so "Campaign" will likely be used more frequently.

The new terminology setting will be managed through the partner setup, allowing flexibility for different partner preferences.

Refer the following screenshots for additional information:
Partner Setup / Templates Modal / My Account / Manage users 

For more information, please contact us partners@rallyup.com.

Updated wording in the "Manage administrators" page in Campaign Management

Two main changes were made to the "Manage administrators" page in Campaign Management to improve user experience. The main goal here is to help users understand that when adding administrators through this page, they add Campaign administrators, not organization administrators.

1. The title of "Manage Administrators" is now "Manage Campaign Administrators"
2. The "Add administrators" modal was also updated to provide a cohesive experience when adding new campaign administrators. The title was updated to say: "Add Campaign Administrators," and we added a new string with link text pointing the user to the "Users" page if they want to add an organization administrator instead.

See a demo video here: https://share.zight.com/NQu9xm8O

New Google Analytics events for Organizations

When an organization has Google Analytics enabled and set on their Integrations page, RallyUp will send the following events to Google Analytics:

• view_item - triggered when an item's details are viewed
• add_to_cart - triggered when an item is added to the cart
• begin_checkout - triggered when checkout is started
• purchase - triggered when a successful purchase is made

For these new events to work, organizations must update their Google Analytics integration settings here with a Measurement Protocol API secret. To create a new secret, organizations must visit their Google Analytics dashboard and navigate to Admin > Data Streams > choose your stream > Measurement Protocol > Create. 

dev log 

Update Title of "Enter Physical Entries" Page, Release Date: 9/26/2024

We updated the "Enter Physical Entries" management page's title and description for raffles and sweepstakes. It was renamed to "Manage outside [Raffle/Sweepstakes] entries," and we used the terminology for Raffles/Sweepstakes based on Experience Setup settings. To clarify, only "Raffle" displayed if it was a raffle, and "Sweepstakes" if it was a sweepstakes.

Additionally, we updated the description of the page to: "Add entries that were sold offline to enter them into the drawing."

See demo: Raffles / Sweeps

Buy-It-Now Reporting Improvements, Release Date: 9/26/2024

In this task, we improved the reporting for Buy-It-Now (BIN) items. Previously, the Auction Winners export/table did not clearly show the quantity of BIN items purchased in a single transaction. For reference, you can see this screenshot.

What was updated:

• A "Quantity" column was added to the Auction Winners view.
• When a user purchased a BIN item in a quantity greater than one, there was no easy way to identify this without viewing their receipt. Now, the new "Quantity" column will appear if at least one winner purchased a BIN item in a quantity greater than one. It will display the exact number of items bought for that specific BIN item.

Demo: https://share.zight.com/OAuvPDOY

For more information, please contact us partners@rallyup.com.

dev log 

Allow Registration Paid by Check to be Considered Fully Registered

Release Date: 9/13/2024

• Added a feature allowing ticket registrations paid by check to be treated as fully registered, even if the check hasn’t been marked as received.
  
• Steps:
  • Navigate to Experience Setup > Options > Checkout Options.
  • Toggle the option to enable or disable this feature.
  • Enabled: Users receive registration information without waiting for check confirmation.
  • Disabled: Users receive registration information only after the check is marked as received.
    Demo: Link

Send GA Events for Organization's Analytics Integrations

Release Date: 9/12/2024

• Integrated specific Google Analytics (GA) events into organizations' analytics setups.

1. When Google Analytics is enabled on the Integrations page, the following events are triggered:
   • view_item
   • add_to_cart
   • begin_checkout
   • purchase
   • The triggers for these events, along with the currency, values, and items will be pushed to the datalayer and not via the gtag API for sending events as specified here.  The purchase event will be sent to the organization level and partner level.  Additional configuration in Partner setup may be required to activate this new functionality.  Contact partners@rallyup.com for more information.

Ability to Filter Write-in Participants Under View Pledges

Release Date: 9/9/2024

• Added a filter to the View Pledges page to allow filtering pledges from Write-In participants.
  Steps:
  • Navigate to View Pledges.
  • Use the new filter to display pledges from Write-In participants.
  • Two options are available: Write-In and Selected (for non-write-in participants).
    Demo: Link

Update Participant Email Logo URL

Release Date: 9/9/2024

• Updated the logo URL in Peer-to-Peer participant emails to avoid confusion.
  • Replaced the logo URL in the P2P email with a link to the Member Center campaign page.
  • This prevents participants from accidentally being redirected to the login page.
• View demo here: Zight Recording 2024-09-06 ... and Zight Recording 2024-09-06 ...

Add Pre-Registration Payment Method Options

Release Date: 9/4/2024

• Added functionality allowing users to switch between their saved payment methods (My Account and pre-registration) via a modal.
• Steps:
  • Users can click the "Change payment method" button to open the modal.
  • Users can switch between payment methods saved in My Account or Pre-Registration.
  • Changes are committed by clicking the Save button.
    Demo: Update in Checkout and Update in My Account

Adding Search/Filter Function for Dropdown Inputs

Release Date: 9/3/2024

• Enhanced dropdowns for easier state selection by allowing users to search/filter items within the dropdown.
  Steps:
  • Begin typing the state name in the dropdown to either scroll to the letter or filter out other options.
    Demo: Link

Improvements for Pre-Registration

Release Date: 8/29/2024

• This task updates the various use cases where pre-registration is required or not required for an activity type.  Each of the following use cases includes required pre-registration, skipping optional pre-registration, the modals that appear when you don’t skip optional pre-registration and pre-registration is disabled.  See the demo table below:

• Activity	With required pre-registration	When skip optional pre-registration	When do not skip optional pre-registration	Pre-registration disabled
  Auction	https://share.zight.com/nOu2BnXy	https://share.zight.com/4guGDJZ4	https://share.zight.com/6qu17PYB	https://share.zight.com/WnuW4ry5
  Ticketing + livestream	https://share.zight.com/DOu1w95Y	https://share.zight.com/QwuJDbvG	https://share.zight.com/p9uoErRW	https://share.zight.com/X6ujJdZX
  Ticketing	https://share.zight.com/YEublQNb	https://share.zight.com/YEublQmo	https://share.zight.com/P8uOjmjG	https://share.zight.com/d5ujxP8X
  A-thon	https://share.zight.com/BluPy1zB	https://share.zight.com/xQuJeYGB	https://share.zight.com/nOu2Bldg	https://share.zight.com/JruZzq78
  Cf + perk	https://share.zight.com/P8uOjmvg	https://share.zight.com/nOu2BlEJ	https://share.zight.com/GGuex6vz	https://share.zight.com/nOu2BDNq
  Sale	https://share.zight.com/6qu17PGW	https://share.zight.com/L1uExOB5	https://share.zight.com/Kou8GlYN	https://share.zight.com/d5ujxPzL
  Raffle	https://share.zight.com/v1uqvx0Z	https://share.zight.com/p9uoEr8R	https://share.zight.com/lluA1nk7	https://share.zight.com/X6ujJ0rP
  Sweepstake	https://share.zight.com/YEublyeN	https://share.zight.com/Z4u9xqnY	https://share.zight.com/6qu17xyZ	https://share.zight.com/Apuq1Gyz

Add Buy It Now Logic When Starting Bid Equals Buy It Now Price

Release Date: 8/29/2024

• Updated logic for Buy It Now (BIN) functionality when the starting bid equals the Buy It Now price.
  Steps:
  • When the BIN price equals the starting bid, the "Place Bid" button is hidden and only the Buy It Now button is shown.
  • This prevented starting bids from exceeding BIN prices.
    Demo: English auction and Proxy auction

Allow Admins to Edit Featured Templates

Release Date: 8/29/2024

• Introduced functionality allowing admins to manage featured templates in the template gallery.
  Steps:
  • Admins can set or remove a template as "Featured" from the Administration > Templates section.
  • Admins can sort, manage, and save the display order of featured templates.
    Demo: Demo #1 and Demo #2

For more information, please contact us partners@rallyup.com.