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.

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.