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.

Hi Partners,

We're excited to share that our donation page functionality, which launched in 2022, has been a huge success! We're now gearing up to upgrade all partner donation pages to this new version by October 3rd, 2024.

Here’s a quick refresher on the new features in the latest version of Donation Pages.

If you have any questions, let us know at partners@rallyup.com.

--------------------------------------------------------------------------------

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 

Hi RallyUp partners,

We're excited to introduce our new feature, "Experience Pre-Registration." With this, you can pre-register donors before an experience goes live or when the fundraiser is in process.  This new feature will make your fundraising smoother by collecting key donor information in advance.

For more details, check out our presentation here.

The feature will be deployed to partners on October 3rd, 2024.

If you would like this feature deployed earlier, or if you have any questions, please let us know at partners@rallyup.com. 

dev log 

Add logic for the jackpot element for lottery raffles, Release Date: August 15th, 2024

The team has improved the logic when an organization hides the cash prize on the Experience Page for prize specific raffles.

Previously, if you enabled a 50/50 raffle while the jackpot element is showing and hide the cash prize, the "Enter now" button scrolls to the prizes section (see screen recording).  There was no option to enter since the prize is hidden.  

For prize specific raffles, if the cash raffle prize is hidden from the Experience Page then there was no way for supporters to enter to win the 50/50 raffle. The application now hides the "Enter now" button on the jackpot element in this case.

See example screen recording here!

Add New Buy-It-Now Setting and Logic, Release Date: August 22nd, 2024

The application now has two additional settings for the Buy It Now logic: (1) a new setting on the Experience-level that lets organizers choose if donors can place bids higher than the buy-it-now price, and (2) a partner-level setting that sets the default of the Experience-level setting.

Organizers can also set the buy-it-now price equal to the starting bid.  Users will not see this modal and should be able to save the item as-is. In the case where this setting is disabled (i.e., users cannot bid higher than the BIN price) AND a user has set the buy-it-now price equal to the starting bid, then when the Experience is published (or the item is saved), the application now only shows the Buy-it-now button and hides the "Place bid" button immediately.  See example here.

The application does not allow organizations to set the starting bid higher than the buy-it-now price. So this modal should reflect the new logic and say: "The Buy It Now price must be equal to or greater than the Starting bid (Starting bid amount goes here)."

Based on new logic added previously, the count of bids element and remaining bids element whenever the place bid button are hidden.

See the new feature in action per the various scenarios below:

English auction (Enabled logic): https://share.zight.com/yAuexOkb / https://share.zight.com/kpuvEgWB
English auction (Disabled logic): https://share.zight.com/xQuJerOz
Proxy auction (Enabled logic):  https://share.zight.com/GGuexY5l
Proxy auction (Disabled logic): https://share.zight.com/RBuR1Grm

Please refer to the instructions below to enable in the Experience Setup:

1. New setting in "Options" > "Checkout options" 
   1. This toggle activates the new logic: See screenshot. 
   2. Enabled logic
      1. This setting when enabled, allows organizations to bid over the buy-it-now price. In this case, donors will no longer be stopped when trying to bid over the buy-it-now price and will be allowed to bid without interruption.  They will not receive this previous warning message when trying to bid over the buy-it-now price.
         1. In this case, the buy-it-now modal will only show if the bid the donor is trying to place is equal to the buy-it-now price. Other than that, this modal will never show. 
      2. When enabled, if the current bid is greater than the buy-it-now price then we the application hides the buy-it-now price. 
   3. Disabled logic
      1. See example campaign: See screenshot
      2. When the setting is disabled and the current bid is equal to or greater than the buy-it-now price, then we should hide the place bid button and only show the buy-it-now button. 
      3. Existing bids will still hold their place as winners until the Auction items have been bought via Buy-it-now in accordance with existing logic. 
      4. Any other time, both the place bid button and the buy-it-now buttons will show in accordance with existing logic. 
2. New partner-level setting to set default for new setting
   1. There is a partner-level setting that allows partners to specify if the Experience-level setting added in the last point (see screenshot) should be enabled or disabled by default. 
      1. When this option is enabled in partner setup, the Experience Setup setting will be turned ON by default for all created Experiences. 
      2. When this option is disabled in partner setup, the Experience setup setting will be turned OFF by default for all created Experiences. 
   2. By default, this setting is disabled/turned OFF. 

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

dev log 

"Remove Calculate Amount Raised Option For A-Thons," Release Date: 8/8/2024

The team has removed the Calculate Amount Raised option for a-thons here (see screen recording). This is no longer needed now that we calculate the amount raised for a-thons as the Experience progresses.  See screenshot here.

"Allow Experiences Using Promo Codes to Pass Stripe Fees," Release Date: 8/6/2024

1. Selecting "Automatically deduct the fee from the funds raised" will show an "Add a convenience fee to each donation" setting
2. Selecting "Automatically add the fee to each donor's donation" will show an "Also automatically add the payment processing fee to each donation"
3. Selecting "Ask donors during checkout if they will pay the fee" will show an "Include the payment processing fee when asking donors to cover the platform fees"

"Add Optional Secondary Twilio Phone Number," Release Date: 8/6/2024

The application now supports an additional optional Twilio phone number for text to give and auction outbid text notifications.  This is specifically for partners who use short codes, but also need to reach international audiences with a toll-free number.  If you do not need an additional Twilio option, no additional action is required.

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

dev log 

"Participant Export Add Discount information" Release Date: July 31st, 2024

The team has added a "Discount Price" column to the Export Participant report export.   This would display the adjusted price if a discount code was applied, otherwise the export will display the original registration price. This column would appear after the Registration Price column. 

See modal of discount options here.

See example report with the new Discount Price column.

Flat amount discounts will subtract the flat amount from each registrant purchase. For percentage discounts, the report will display the registration price minus the percentage discount on that individual registration price. For example, if 3 tickets were purchased together with a 25% discount, then the application will display each one with a Discount Price = [Registration Price - (Registration Price x .25)]

"Meta Pixel and GA Tracking on Receipt/Confirmation" Release Date: July 31st, 2024

The team has updated the metapixel and google analytics tracking to have the global site tag be placed on the checkout/confirmation pages.  This allows better tracking to measure conversions throughout the entire donation process.

See example of the update confirmation / contribution confirmation tracking.

"Zapier Ticket and Tables Endpoints" Release Date: July 31st, 2024

The team has updated the EventTickets collection of the Event Ticket Purchased Trigger to include the following additional fields:

TicketPrice, (TicketGroupPrice / TicketGroupTicketsCount),
RegistrantFirstName,
RegistrantLastName,
RegistrantEmailAddress,
RegistrantMailingAddress,
RegistrantPhoneNumber,
RegistrantCustomFields

The ticket price is now passed through the GroupPrice/NumberofRegistrationsIncluded or GroupPrice.

"Prevent Registration Submissions After Ticket Sales End Date " Release Date: July 17th, 2024

The team has changed the logic of the registration page so that attendees cannot fill out the registration page after the ticket sales end date has passed. When the time has passed and someone tries to access a registration page, even if there are still tickets left on that particular group, the application shows this state of the registration page. If a user runs into this case, then they can simply contact the organizer of the Experience.

"Prevent Registration During Draft Mode" Release Date: July 11th, 2024

To better assist the draft mode functionality for campaigns, anonymous users will not be able to fill out this registration form.  Campaign organizers, staff and sysadmins can still register in draft mode, like draft mode for Checkout.  To anonymous users, the submit button will be disabled.  Upon hovering over the button, the application will inform the user: "This [Experience] is not live yet."

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

dev log 

Add Fundraising Destination to Organization Admin Table, Release Date: 7/11/2024

The team has added a new column for the organization management table titled 'Fundraising For', which displays the option selected from this menu available during organization onboarding process: https://share.zight.com/Z4uNnR21

Automate Update of Legal Organization Name, Release Date: 7/11/2024

1. Verification of legal name via GuideStar
   1. For accounts who proceed with the Confirm your 501(c) tax exempt status step of Complete account setup, when they enter their EIN information and are verified, the application pulls their legal name when possible.
   2. The organization display name will remain unaffected.  

Reposition peer-to-peer as an Activity, Release Date: 7/11/2024 

1. Reposition peer-to-peer as an Activity Type
   1. See screenshot
   2. The peer-to-peer has been moved from the "Features" section to the "Activities" section.  Logically, it will work exactly the same with no changes. When multiple activities are selected along with the peer-to-peer activity, then we can treat peer-to-peer exactly how it is treated in the application now. 
   3. When the peer-to-peer activity is selected by itself (i.e., an organizer enables a solo peer-to-peer campaign), the application assumes the organization wants to run a peer-to-peer crowdfunding campaign (without perks). The application will enable the same defaults as when an organizer selects a crowdfunding activity without perks. I.e., enable and hide the general donations option in the "Checkout" step of Experience Setup.
   4. When users select the "A-thon" activity, by default, it is a multi-participant a-thon (i.e., P2P enabled). Therefore, the P2P activity button will be activated and unable to be changed. Only until the organizer selects that it's a single-participant a-thon should the P2P activity button be turned off and disabled. 
      1. This is the same exact logic that we have on the P2P setting. See here: https://share.zight.com/bLubOGxy
      2. The application will continue showing the tooltip on the P2P activity buttons that currently show on the P2P feature setting.
         1. When multi-participant a-thon is enabled: https://share.zight.com/Z4uNmwA1
         2. When single-participant a-thon is enabled: https://share.zight.com/E0ueREZd
   5. Due to this repositioning, there is no longer a need for the peer-to-peer setting to show in the "Features" section here. 

Update Preview Images in Experience Setup, Release Date: 7/11/2024

Improve Starting State of "Add ticket modal", Release Date: 7/11/2024

See example video here: Screen Recording 2024-07-03... (zight.com) 

1. Add New Starting State to the "Add ticket modal"
   1. See screenshot
   2. "[Ticket] type" dropdown
      1. This option shows all of the individual ticket registration types from Experience Setup. 
      2. When a ticket type is selected, then the "Package" dropdown (described in the next point) will only show the packages that have the particular ticket type as set in Experience Setup here.
   3. "[Package]" dropdown
      1. This option shows all of the registered packages on the Experience.
         1. If the package name was not collected in Experience Setup, then the application will show the package ID as follows: ID: 12345.
      2. Similarly to the "Ticket type" dropdown, when a package is selected, then the "Ticket type" dropdown described in the last point will be changed to the ticket type associated with that package. 
         1. If the package is not associated with any individual ticket types, then the application disables the "Ticket type" dropdown in the "No ticket type" state, and upon hover shows the following message: "The [package] selected was created without being comprised of an existing [ticket] type." 
      3. If there are no registered packages, the app hides this dropdown.
   4. The "Edit" state of this modal when editing an existing ticket does not change. 

Update Verbiage "For What" on Registration Page, Release Date: 7/11/2024

Add Manual Entry Modal Wording, Release Date: 7/11/2024

1. Updated "Automatically assign entry numbers" toggle per the above 
2. Updated "Send an email receipt" wording per the above

Improve Recurring Donation Upsell for Donation Limits, Release Date: 7/2/2024

See example videos here: Validation when fill amount > max  / Validation when fill amount < min /  Upsell when amount is donation limit / Upsell when amount > limit  

For additional details, refer to below:

General Donations Now In the Basics Section, Release Date: 7/2/2024

The team has moved the general donations option to the "Basics" section of Experience Setup.  The primary purpose for this is because currently, there are a few other features that are contingent on this setting, and it confuses the User Experience. 

For example, for the new "lottery raffle" features, the user has the option to select if the lottery jackpot should be calculated on the entire Experience amount raised or only on the raffle activity amount raised (we also have an option where the user can choose to select if the lottery jackpot amount can be calculated on the prize-level for the lottery raffle item for prize-specific raffles). However, these options don't show for solo lottery raffles. Therefore, if the user enables a solo lottery raffle, then by default the entire Experience amount raised should go toward the jackpot. 

One main issue with this existing logic is that the organizer is able to enable "General donations" in the Checkout section of Experience Setup.  With this option selected, the general donations are automatically included in the jackpot amount raised which is unexpected for some users.  Now the user can choose this behavior for additional clarity.  Therefore, we have made two changes: 

1. Move the "General donations" option to the Basics step of Experience Setup.
2. Show the "Choose how to calculate the lottery prize" option when general donations are enabled from Basics Section.

1. Move the general donations options to the Basics Step of Experience Setup

   1. The "General donations" option is now in the Basics Section of Experience Setup and is listed as a "Feature" in the features section of the Basics step.
   2. Since when a user enables General donations, they are essentially enabling crowdfunding without perks, we have added information for the user to ensure that they understand that crowdfunding without perks is equal to enabling general donations. 
   3. Therefore, we have added a new state when crowdfunding without perks is enabled, we should show the "already enabled" state for the general donations shown here:
      

   4. General donations date setting

      1. 
      2. We have moved the General donations date setting to the Basics Section.  

2. Show the "Choose how to calculate the lottery jackpot amount" option when general donations are enabled

   1. This option is now available when general donations are enabled, so that the organizer has control over how the jackpot is calculated in this case.

Add Time and Timezone to Registration Page, Release Date: 6/27/2024

The team has added the time and time zone for the event in the registration page information box and also in the success state. 

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