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.

 new features 

Check-In via QR Codes for In-Person Events, Release Date: June 20th, 2024

Hello partners!  The team has added a highly-requested in-person event feature that allows organizers to check-in attendees via QR codes. This functionality is optional and can be activated in Experience Setup at any time. For more information, see the following presentation.

If you have any questions, please contact us partners@rallyup.com.

Thank you and have a great weekend!

dev log 

Allow Recurring Donations Option to be Disabled, Release Date: June 20th, 2024

Improve "Seats" Column in View Package Registrations Table, Release Date: June 20th, 2024

We have updated the "Number of [Tickets]" column in the "View Package registrations" management table. Previously, exports show "2/4" which represents the number of taken spots compared to the total number of sports available on that particular group. See screenshot here: https://share.zight.com/mXuWJvnE

This works well in the UI, however, when the data is exported, the "Number of [Tickets]" column is often shown as a date which is confusing for customers. 

The application now exports the data (see this column) from "2/4" to "2 of 4" for both the table and the export. This will avoid any formatting issues in commonly used programs like Excel when users export their data. 

Add Modal in Donation Page Setup for Concurrent Sessions, Release Date: June 20th, 2024

The team has added the same warning modal previously implemented for Experience Setup for concurrent user editing on Donation Pages.  This will assist organizers in preventing loss of saved work, data loss and improve application stability.  The application will now warn users in a modal when multiple users are making changes to Donation Pages.  

See example on staging here. 

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

dev log 

Allow organizers to remove packages and attendees, Release Date: June 6th, 2024

1. Added new "Delete attendee" option in 3-dot menu in "View Ticket Registrations" page
   1. See screenshot
   2. When this button is pressed, we show new modals (described below).
   3. Delete attendee modal
      1. When the organizer/campaign admin wants to delete an attendee, we'll show new modals for the following scenarios:
         1. Modal when attendee was added/bought by supporter
            1. Refunds will be handled manual per the clickable knowledgebase article.
         2. Modal when attendee uses invite link
         3. Modal when attendee is added by organizer.
      2. The "Delete attendee" button will "soft-delete" the attendee with previous logic functionality in accordance with the logic implemented here. 
2. Improve logic for deleting attendees via the add/edit package modal
   1. We'll also want to update the add/edit package modal option here to delete an attendee. Going forward, if the ticket associated with that package was purchased (i.e., not added in management page by organizer), then the user should receive this modal as well (see screenshot).
3. Add new "Delete [package]" option in 3-dot menu in "View Package Registrations" page, See screenshot
   1. When this button is pressed, the new "Delete package" modals will be used (described next). 
   2. Delete package modal, See screenshot
      1. If the package was added by a campaign administrator, then this modal will be displayed.
      2. If the package was purchased by a supporter, then this modal will be displayed. 
         1. The help article title should be a clickable link that takes the user from the help article. The link will be taken from Partner Setup (described later).
   3. Delete all attendees on this package checkbox
      1. By default, this checkbox should be checked OFF.
      2. When checked ON, all of the attendees on the package will be deleted.  See recording here.
      3. When checked OFF, the individual attendees shall remain individual attendees and no longer associated with any package.  See recording here.
      4. This "delete all attendees" checkbox only shows when individual tickets are enabled on the Experience and the particular package being deleted has at least one individual ticket on it. 
      5. When the "Delete [package]" button is clicked, the application should delete that package in accordance with the selections made above. 

Add Columns to Ticketing and Table Exports, Release Date: June 11th, 2024

View Table Registrations Export

1. Added a "[ Table ] ID" column to the export in the first position.

Update Buy It Now Logic, Release Date: June 11th, 2024

The team has updated buy-it-now logic such that even auction items purchased via buy-it-now respect the per-item auction fee limit.

If a customer purchases a $10,000 auction item via buy-it-now, then the fee should cap at $100 per the setting in Partner Setup here. 

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

dev log 

Group Tickets and Promo Code Modal Update, Release Date: 5-15-2024

The team has updated the promo codes functionality to be able to apply to both group tickets and individual tickets in checkout.

See example by clicking here.

Event Ticket Defaults, Release Date: 5-15-2024

When setting up tickets, the application now has required defaults for the first name and last name to assist with customer support and organization communication.

See example by clicking here.

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

Updated Non-USD Stripe Fee Logic, Release Date:  5/14/2024

To continue to support multi-currency / international organizations and maintain legal compliance, the team has updated the Stripe processor fee logic for the following:

• When fees are passed to donors (for any currency), it will always use the organization's Stripe fee configuration instead of the default Stripe fee based on country/currency.

• Automatically adding Stripe fees to the donor in campaign setup will not be available when a currency from the above list is chosen.  
  • Note: any non-USD currency not on this list will be allowed to select pushing fees to donors at this time.
• A hover over prompt will appear when the passing fees to donors option is disabled stating " This option is not available when using your selected currency option."

Update Donor Profile Export Fields, Release Date: 5/14/2024

The team has added the following fields to the donor profile export:

- User ID

- Address

Assign Livestream Access Code When Creating Ticket(s) in Management Pages, Release Date: 5/2/2024

When an individual ticket is created in either the 'Add ticket' modal in the 'View Ticket Registrations' page or the 'Add package' modal in the 'View Package Registrations' page by campaign admins, then a livestream access code is created for the new tickets (see screenshot) when gated live-streaming is enabled. 

The access details modal for these tickets is now available as well (see screenshot).  Previously, when a ticket is created, the livestream access code is not created for the user.  Tickets created in these management pages are now treated exactly as if they were purchased from checkout regarding gated livestreaming. 

Update Ticket Package Terminology Defaults, Release Date: 5/2/2024

The team has updated the default terminology and verbiage to address customer confusion regarding tickets.

1. Update default terminology and verbiage of "Ticket packages" setting
   1. We have defaulted the terminology in the Ticket Registration Setup to "Table" instead of the existing "Packages" term.
   2. The "Table" term is now prioritized ahead of "Package" in the dropdown.
   3. All places in the application that use this terminology now use this new default unless changed by the organizer. The organizer can still change this setting at any time. 
   4. The main problem the team is solving is that users are not exactly 100% sure of what a ticket package is. Therefore, to tie the meaning of the setting together, we are defaulting it here to "tables" so that the users can understand the purpose of the setting.
2. Update Column Title in "View Ticket Registrations" page
   1. This column now indicates: "[Ticket] type" where [Ticket] uses terminology from this setting in Experience Setup.
   2. The export is also updated with this change. 
3. Update "Not selected" Verbiage in "View Ticket Registrations" Management Tables and Exports
   1. Previously, when a donor purchased a ticket package where the individual tickets on that package are not associated with a ticket type. I.e., the organizer selects "No" for this option here. Then, in the "View Ticket Registrations" page, the Ticket type column shows "not selected." 
   2. Now, the app shows "[Ticket package type] ticket" instead.  For example, if the supporter buys a package titled "VIP table," then the value in this column should say: "VIP table ticket"
   3. This change should also be reflected in exports.
4. Add "[Table] ID" to View Ticket Registrations Export
   1. In order to establish some connections between the View Ticket Registrations table and the View Package registrations table, we have added a new "Table ID" column to the View Ticket Registrations export.   Campaign admins can easily see which attendees are a part of which tables even though they have not filled out the registration form, yet. 

Update Editing Ticket Management Functions for Group Registrations, Release Date: 4-18-2024

The following updates have been made in regard to the ticket registration and invitation process.  See video here.

The invitation is considered complete if the organizer edits the fields in the ticket in the management dashboard.  Otherwise, "pending registration" will be shown on the ticket.

Enable Name Fields For Individual Tickets By Default, Release Date: 4/16/2024

The team has made a minor change to default logic when individual tickets are enabled on an Experience.  By default, the first and last name fields are checked ON (not required but checked on). The organizer should still be able to turn them off at any time. 

This will alleviate organizers missing information as they try to manage their event/campaign. 

Add Tooltip to Dropdown, Release Date: 4/15/2024

In the Add/Edit package modal, when adding tickets, the user will want to select from the existing attendees.  Some of these values may be too long for the current user interface.  Therefore, the team has added a tooltip upon hovering so users can see the full value of each dropdown value.  

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

Concurrent Experience Editing Modal Update, Release Date: April 12th, 2024

The team has updated the modal that indicates when other users are editing the experience at the same time.  When multiple users are in the system under certain circumstances, the RallyUp staff team emails may be displayed as active in the experience.  In these instances, the team has updated the modal to display a generic user such as "System Administrator."   Non-RallyUp staff users will still be displayed as normal to encourage coordination efforts within organizations when editing the same experience.

See Updated Modal

Change Call to Action on Org Invite Email, Release Date: April 12th, 2024

Terminology Update on Experience Page, Release Date: April 10th, 2024

PayPal Early Access Functionality Now Streamlined, Release Date: April 10th, 2024

The team has removed the "Early Access" icon on PayPal card in both the Account Setup and Payment Processing page:

Early Access Update

The team has also removed the modal when "Create New Account" or "Connect Existing Account" are clicked.

1. Previously we showed a modal that confirms they are okay to use PayPal while it is still in Early Access.
2. This is no longer needed since PayPal is fully released and users are now taken to the PayPal onboarding flow immediately. 

Add New ToolTip When Dropdown Values are too Long, Release Date: April 10th, 2024

Replace "Campaign ID" with "Experience ID" in Campaign Details, Release Date: April 1st, 2024

The team has updated the verbiage of "Campaign ID" with "Experience ID" in the campaign details/setup as shown here -> Experience ID display

dev log 

Visible Captcha On Password Reset, Release Date: March 13th, 2024

The team has created additional security protocols regarding the password reset function.  When a user resets their password, they will be prompted to confirm this action with a visible CAPTCHA.  The additional steps will help thwart malicious activity on the application.

Add "Pending Registration" Headline In Receipt For Invited attendees, Release Date: March 13th, 2024

Add Disclaimer Message Near Invitation Link on Group tickets, Release Date: March 13th, 2024

The app now has a disclaimer near the invitation link when a user is purchasing a group ticket and checks the "This attendee will provide their own information" checkbox.  Refer here: https://www.figma.com/file/5B6VjcvHoEmdY8hGXjC0Xc/Experience-Setup---Group-Registrations?type=design&node-id=2425-5899&mode=design&t=wOaikpQgn7Y4KGHS-4  

The disclaimer provides context that the link will not be available until they finish checkout.

Add Optional Filter By Feature in My Experiences Page, Release Date: March 7th, 2024

We've added new options to filter the My Experiences page by feature which includes Peer-to-Peer and Livestreaming. Below are some screenshots: 

• New "Feature" filter: https://share.zight.com/rRumzQED.
  • The user can filter their Experiences by Peer-to-Peer and live-streaming.
    
    
• New "Feature" column: https://share.zight.com/L1u8v9Oz.
  • This column is now filterable by Peer-to-Peer and Livestreaming. The value in a particular cell this column can be left blank if the related Experience does not have any of the two features enabled. 

Show "View Ticket Registrations" In CMO When Group Tickets Are Enabled, Release Date: March 4th, 2024

• "View Ticket Registrations" now show in CMO even when only Group tickets are enabled. 
  • This is currently accessible via the "View tickets" button in each row of the "View Group registrations" page here (see screen recording)
• Remove the "amount" column in the "View Ticket Registrations" page when only Group tickets are enabled. 
  • The reason for removal is because the amount column will always be blank, since individual tickets are only purchased as part of a Group ticket. 
• Change verbiage of dropdown in "Add individual ticket" modal here:https://share.zight.com/BluqRDYE
  • Instead of saying "Without a [group]" the app now says "Select a [group]" when only Group tickets are enabled. 
    • For the case when both individual and group tickets are enabled, the app will indicate: "Without a group." 
  • Additionally, the reason for the dropdown change is because users cannot register an individual ticket without a group since they did not enable individual registrations, they can only be moved from one Group to another.

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

Status: QA/Staging

Production Release date: 3/7/2024

This is an update from a previous post on February 8th.

In this release, we are streamlining numerous navigation elements for an amazing donor experience.  The team has evaluated many pain points to make donation to your organization simple and engaging.

The following areas have been improved for increased donor engagement:

• Tabs
• Call to Action Section
• Activity Page
• Activities Modal
• Sticky Navigation Behavior
  
  Please download this presentation and preview the new Experience Page!

dev log 

New Modals for Disabling Cash/Prize Raffles, Release Date: 2-27-2024

Raffle prize option / Cash prize option