Expected release date: October 18th, 2022

There are three main navigational items in the left menu now. The Start Guide button takes the user to the Start Guide, which focuses on getting users ready to raise funds. Next, we have the" Experiences" button, which takes the user to their list of Experiences. Then, we have the" Donation Pages" page button, which takes the user to a list of their Donation Pages.

Below the main navigational items, we have two secondary navigational items: 1) Help Center; and 2) Settings. The Help Center button takes the user to the Knowledge Base. The Settings button opens several sub-items: Branding, Profile, Payment Processing, Integrations, and User Management. Each of these options was included on the old left menu. They have been positioned here since they are less commonly used after initial setup and fit under their organization's 'Settings' category.

Lastly, at the bottom of the new left menu, we have the Administration navigational element that takes administrators to the admin section of the application. If the user has multiple Organizations, a ”Switch Organization” option will also appear below this.  

See email from us about next steps to activate the new Donation Pages on your Partner

In this release, we have completely rethought and redesigned the RallyUp Donation Page to serve Organizations' modern fundraising needs better. It has been several years since any updates were made to our old Donation Pages, and we needed to redesign them to keep them competitive.  

We have organized the Donation Page into manageable and understandable steps so donors can effortlessly make donations. On the setup side, Organizers can easily create beautiful and powerful fundraising Donation Pages with minimal effort. Donation Pages will be a staple in many Organizations' fundraising arsenal. 

New Features 

Our entire philosophy when redesigning the Donation Page was to provide donors with a clean and easy-to-use interface while not sacrificing any flexibility and functionality for Organizations. In addition to a clean and easy-to-follow user interface, we've added new features to help Organizations raise more funds. New features were added based on a mix of customer feedback on the old Donation Pages as well as competitive research. 

Rich Donation Presets 

Title, Image, and Description are individual options that can be enabled for Presets. If the organizer still wants a simple Preset button, they can still do that too by just disabling those features.  

Monthly Donation Upsell 

Ability to Turn Donation Pages On/Off at Will 

To further add more flexibility to Donation Page users, we allow them to turn their donation page off anytime. Then, when they're ready to begin accepting donations again, they can just as quickly turn it back on.   

All other features of the previous Donation Pages remain as-is. Here is a complete list of Donation Page features:  

• Full customization & branding 
• Rich Donation Presets  
• One-time and recurring donations 
• Recurring donations upsell   
• Funds
• Donation dedication   
• Collect donor information
• Custom fields
• Customize donation receipts 
• Donation Limits 
• Marketing opt-in checkbox 
• Text-to-give 
• Fee-passing options 
• Customize terminology 
• Fund code option 
• UK Gift Aid Support 
• Donation notification emails 
• Contact organizer email option 
• Credit Card Descriptor Statement Customization 
• Custom notice 
• FAQs 
• Turn donation page on / off at will 

Donation Page Setup  

We've also redesigned Donation Page Setup to follow a structured flow from beginning to end. There are three main sections of Donation Page setup:  

• Basics 
• Checkout 
• Options 

Basics Section

The basics section of Donation Page setup includes the following settings:  

• Banner setup 
• Create preset donation amounts 
• Funds 
• Personalize link 

Checkout Section 

The Checkout section applies to the payment experience for donors.  

• Currency selector 
• Payment methods 
• Check Mailing Address 
• Customize the thank you section on receipts 
• Donation Dedications 
• Donation Limits 
• Opt-in checkbox option 
• Text-to-give 
• Collect mailing address 
• Collect phone number 
• Custom fields 
• Fee passing options 
• Convenience fee option 

Options Section

The Options section includes all the other options that are completely optional and are used by less organizers on average.  

• Time zone selector 
• Donation Page terminology 
• Enable recurring donations 
• Recurring donations upsell 
• Fund code option 
• UK Gift Aid 
• Email notification options 
• Credit card descriptor statement option 
• Display a notice during checkout 
• FAQs 

Release date: September 12, 2022

In this release, we are adding a new 'Test Mode' to Experiences and Donation Pages. Test Mode allows customers to test the full donor experience on their Experiences. Currently, we have a "preview" function while an Experience is in Draft status, but Organizers can't submit any test transactions on it unless they publish and use a real credit card. Because of this limitation, Organizers also can't see or test everything that comes after submitting a transaction, including receipts, reports, and test other management functions.  

With Test Mode, Organizers can submit test transactions using automatically-filled test card numbers on any “Draft” status Experience or Donation Page. Additionally, all backend functions are open for testing including actions like exporting reports, importing Teams/Participants, adding physical raffle tickets, etc. If the Organizer has linked a Stripe account before using Test Mode, they can even see the test transactions in their Stripe account. Test Mode allows Organizers to fully test and evaluate the product to get a feel for what their donors will experience before they publish and go live.  

Test Mode is not something customers need to “enable” or “turn on” – it’s just automatically built-in for any “Draft” status Experience or Donation Page. Whenever an Organizer previews their Experience while in Draft Status, Test Mode is automatically enabled and Organizers can submit test transactions, see their receipts, see their test data in reports, and perform management functions related to those transactions. The Experience Page, Checkout, and Management backend have on-screen banners to inform the user that they’re in Test Mode. 

When a user publishes their Experience live, all test mode transaction data is conveniently deleted so that everything is clean before it goes live to their donors.   

Here's a quick video of the checkout process while in Experience Test Mode: 

https://www.loom.com/share/70f64110afa5456dac7da24060fefa64

We are adding functionality to the Partner API so partners can create webhooks through a new 'Webhooks' page in the Partner Administration dashboard and select the events they'd like to be notified of when they occur. This functionality allows partners to integrate with systems such as a CRM to send their users related emails when they go through specific workflows in the application. 

You can find the complete documentation for Webhooks here: https://partnerapi.rallyup.com/#webhooks.

In this release, we are adding the ability for organizers to define who receives the 'Contact Organizer' emails. In Options -> Experience Options, there's a new card that lists who gets the 'Contact Organizer' emails. By default, it lists the organizer's email and any emails of Experience Admins, which is the system's current functionality. However, from now on, users will be able to remove the email addresses they no longer wish to use to handle inquiries from the 'Contact Organizer' button and can also input any email address they'd like, including completely external addresses such as help@organization.com. This new functionality provides more flexibility for how organizations choose to serve their supporters.

In this User Story, we are expanding the functionality for custom fields within the application. Currently, we only allow responses in the form of one line of text in a text input field. In efforts to provide more enterprise-level flexibility, organizers will now be able to set up custom field types that accept the following responses:  

• Short text (current custom field functionality) 
• Paragraph text 
• Multiple choice  
• Checkboxes 
• Dropdown 
• Phone number 
• Date 
• Time 
• Numbers-only 

These new custom field types will be added everywhere in the application where custom fields are currently accepted, including Ticketing Registrations, Checkout, Donation Page, and Peer-to-Peer Team and Participant Registrations. Additionally, all custom fields will continue showing in reports and the View Transaction Details modal with added functionality to support the new types added in this user story. All custom fields will continue to be editable by the organizer in the 'Edit Donation' modal on the View Donations page. 

In this User Story, we are adding the ability for donors to save payment information to their accounts. 

This new functionality allows a donor to donate to one Experience, save their card information, and return to contribute to a different experience without re-entering their payment information a second time. The platform will save their card information, making checkout more effortless and streamlined for returning users across any Experience they donate to.  

We have provided two easy ways for donors to save their payment information: right from Checkout when making transactions, or at any time from the “My Account” area. Here they will be able to add, manage, or remove their saved payment information quickly whenever they'd like.  

We have also added logic in the application to send emails to users when their card is about to expire. These notifications help ensure donors update their saved payment info before it expires.  

Lastly, we are implementing a minor design refresh of the 'My Account' section to have a more modern look in this user story. 

In compliance with the request of the New Zealand government, the Raffle and Sweepstakes Activities are now unavailable in Experience setup for Organizations in New Zealand.  

We've added a new Start and End date for Flat Donations in the application based on customer feedback and requests. This new functionality will allow any Experience with Flat Donations to specify any timeframe in which their supporters can make Flat Donations to their Experience - before or after their other Activities end. This functionality covers many use-cases, one precisely where users wanted to continue accepting donations on their Experience for a specified amount of time after their other Activities ended. 
 

The 'Start Date' will appear if the organizer decides to set different dates for all activities in the Basics section. Alternatively, if the organizer indicates that all Activities will start at the same time, then the Start Date will not appear as General Donations will begin in tandem with the other Activities. Alternatively, to account for use-cases like the one explained above, the End Date always shows for Flat Donations.
 

Note: The Flat Donation option and its Start/End Date fields will still not appear for Solo Crowdfunding Experiences without Perks, and the user will indicate when the Experience should end in the Basics Section. 

In this improvement, we will be adding functionality to our Facebook Pixel Integration to include transaction values. This addition will allow our customers to start using transaction values to track marketing spending and the value of donations generated from their Facebook ads. Overall, this will enhance our customers' ability to track how well their marketing and advertising are performing and how effectively they convert their audience into donors.