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.