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. 

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. 

 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!

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!

Status: QA/Staging

Production Release date: 3/7/2024

This is an update to the 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!

Status: In Production

Release date: 12/12/2023

In this release, we are adding a new feature in Experience Setup that alerts organizers when multiple users try to make changes in Experience Setup simultaneously. Here's an example: 

1. User 1 is in Experience Setup and begins making changes but has yet to save their progress.
2. User 2 goes into Experience Setup, changes a setting, and saves their changes. 
3. User 1 immediately receives a warning modal (see screenshot) letting them know that User 2 made changes in Experience Setup. The modal presents User 1 with two options: 1) Refresh their browser, losing all of their changes to avoid overwriting any of User 2's changes, or 2) Continue without refreshing.

We are giving User 1 the option to refresh their browser or continue without refreshing since their changes may be much more extensive than User 2's, and they can decide which path forward is more desirable for their specific case. We've also added logic that only allows the warning modal to show if User 2 actually made changes in Experience Setup. Therefore, the modal won't show for any "useless" saves.

Status: In Production 

Release date: December 7th, 2023 

Experience Setup

In this release, we are adding a new Ticket type called a Ticket Package. A Ticket Package allows organizers to sell a group of individual registrations easily. A prime example of the functionality is selling an entire Gala table with eight seats. This functionality is technically already possible in the application. However, it requires the supporter to manually add a specific number of individual tickets to their cart, which is not conducive to a great UX. 

In Experience Setup, in the "Ticketing" step, organizers will see a new option to enable either individual tickets and/or ticket packages. If the organizer enables individual tickets, they enable the same functionality currently in the application. If the organizer enables ticket packages, they will see a brand new entity-adding interface (EAI) where they can add ticket packages. The organizer can also customize the terminology for individual tickets and ticket packages. For example, if an organizer wants to sell tables, they can specify that ticket packages should be called "tables," and the individual tickets can be called "seats." 

When the organizer presses the "Create a package" button, it opens a new modal where the user can create the package. The setup for creating a package is extremely similar to creating a normal individual ticket. Below, we discuss the different options and fields to create a ticket package. 

Images 

This is the same as the existing functionality. Organizers can add one or many images to their ticket package. 

Title 

Just as with current individual tickets, organizers can specify the ticket title. 

Price 

This is the same as the current functionality where the organizer can set a price for the ticket package. 

Does this [package] include an existing [ticket] type? 

This new option allows the organizer to select if their ticket package is comprised of an existing individual ticket type. For example, an organizer might be selling Gala tables. In the same Experience, the organizer may want to sell individual seats at the Gala table. The organizer can then specify that the Gala table comprises a group of these seats. These seats are just individual tickets created in Experience Setup earlier, so the organizer can use their discretion to determine which individual ticket makes up this ticket package.   

The user can leave this blank if no individual ticket types comprise the package. 

How many [tickets] are included in this [package]? 

Using the example above, the organizer can specify how many seats may be at each gala table using this setting. 

Limit the number of this [package] available 

As with existing tickets, the organizer can specify how many ticket packages are available. 

Description 

The organizer can specify the ticket description that shows on the ticket cards on the Experience Page. 

Category 

The organizer can also place ticket packages into categories as is possible now for individual tickets. 

Choose the information to collect for this [package] 

The organizer can use this section to specify which information they want to collect on the ticket package level. I.e., any information that applies to the group as a whole. An example of the type of information you'd collect here would be "package name" such as "John's golf team" or "ABC Company's Table." You can collect any type of information here using custom fields.

Choose the information to collect for each attendee 

As is possible on the ticket package level, the organizer can specify which information to collect on the attendee level.   

This section only shows if the organizer did not select that the ticket package was comprised of existing individual tickets. When the package is comprised of an existing individual ticket type, the information collected on the attendee level will match the individual ticket type. 

Make this [package] available for a limited time 

This is an existing setting that allows the organizer to specify if the particular ticket package should only be sold during a specific date and time.   

Hide this package from the Experience Page 

This is an existing setting that allows the organizer to specify if the ticket package should be hidden from the Experience Page. 

Other notable information

Another new setting we've added to Experience Setup for the Event Registrations Activity is the ability to set an Experience-level ticket limit. This will allow organizers to limit the number of tickets available for purchase without imposing any limitations on the individual ticket level if unnecessary. The Experience-level ticket quantity limit will be updated for individual tickets and packages. When an individual ticket is purchased, the quantity available decreases by one (1). When a ticket package is purchased, the available amount decreases by the number of individual tickets included. For example, if a ticket package includes five individual tickets, the quantity available will be reduced by five (5).   

As briefly mentioned earlier, organizers can also put Ticket Packages into categories just like is possible for individual tickets. When enabled, organizers will see a new category setting for Ticket Packages. See the image below. 

Experience Page 

Once the ticket package has been set up, supporters can see a new ticket type on the Experience page in a new section that lists ticket packages. In one section, it will include all of the individual tickets. In another section, it will consist of all the available ticket packages. The user will see cards for each ticket package type in the ticket packages section. Supporters can purchase ticket packages similarly to how they purchase event tickets now in the application.

Experience Management 

The application will have a new management page titled: "View [ticket package] registrations," where they can view all ticket package registrations. Below are the columns that make up the table.   

Package 

This shows the specific Ticket Package type that was purchased. 

Package name 

This is the name of the package entered by the supporter who purchased the ticket package if it was collected by the organizer. 

Purchased by 

This shows who the ticket package was initially purchased by. 

Amount 

This shows how much was paid for the ticket package.  

Number of tickets 

This shows the number of individual tickets in the ticket package.   

Additionally, when a ticket package is purchased, we show a new entry in the existing "View event registrations" table, renamed "View ticket registrations." In this table, we've added new "Ticket package" and "Package name" fields to the existing "View Event Registrations" management table. That way, Experience administrators can easily see each individual registrant and their associated ticket package type and package names for easy context. 

Miscellaneous 

Early next year, we plan to add functionality that provides the organizer with more management functions, which include:   

• Ability to add and edit ticket packages in Experience Management  
• Ability to add and edit individual tickets in Experience Management  
• A new option that allows supporters to purchase a ticket but has the option not to fill out any information so that the registrant can fill it out on their own later.   

Status: In Production

Expected Release: September 21st 

In this release, we are adding functionality to the application that allows organizations to run a raffle where the prize is cash, specifically, a percentage of the amount raised. It would allow an organization to run a fully supported 50/50 raffle and other similar use cases. 

We've added flexibility to allow the organization to specify the exact percentage they'd like to award the winner of the cash raffle so they are not explicitly bound to a 50/50 split. If the organization wants to run a raffle where the winner only receives 20% of the funds raised, and the organization keeps 80% to support their cause, they can change the settings to fit their use case. We'll discuss the details in this changelog post below. 

Experience Setup 

In Experience Setup, organizers can now enable a prize or 50/50 raffle. Enabling a prize raffle enables the same functionality that already exists in the platform for raffles. When enabling a 50/50 raffle, the organizer enables new functionality to create a cash prize where the prize is a portion of the amount raised.   

It is essential that the organizer is allowed to enable prize raffles and 50/50 raffles independently. In our research and discovery, we've learned a lot of customers only want to run a 50/50 raffle without any other prizes. However, some users also want to add some general prizes in addition to their cash prize. Therefore, organizers can independently enable general prize and cash raffles to fit their use case.   

When only the prize raffle option is enabled, Experience Setup for the raffle activity will be precisely as it is now. However, if both a Prize Raffle and a 50/50 Raffle are enabled simultaneously, we'll see a new button on the prize creation card (see image below).   

There's a brand new "Create cash prize" button that, when pressed, opens a brand new modal that allows the organizer to create a cash prize (see image below). Additionally, once the cash prize is saved, it is highlighted with a unique icon so the organizer can easily distinguish it from all other prizes. As a quick note, when only a cash raffle is enabled on the Experience, the interface for adding a cash prize shows without the option to create regular prizes (see screenshot here).  

Once the cash the prize modal is open, it is very similar to creating a raffle prize now, except for two new settings unique to the cash raffle prize. These new settings here allow the organizer to specify how the application should calculate their cash prize.   

The first setting, "Calculate the cash prize from," allows the organizer to choose which types of donations contribute to the cash prize. For example, the first option calculates the cash prize from the entire Experience's amount raised. The second option calculates the cash prize only from the raffle activity. The last option, which only shows if the user is running a prize-specific raffle, allows the jackpot amount to only be calculated on funds received from entries sold for the cash prize. 

The second new setting, "Cash prize percentage (%)," allows the organizer to specify how much of the amount raised, calculated by the setting discussed in the previous paragraph, should contribute to the cash prize amount. For example, instead of only allowing 50/50 raffles where the amount raised would be split evenly between the winner and the organization, we've added this setting to allow the organizer to specify a bespoke split. They can set a split where only 20% of the amount raised is awarded to the raffle winner, or perhaps they want 70% to be awarded to the winner – it's totally up to the organization. 

One other setting that is important to note is the "Number of winners" setting here. This setting works slightly differently from the way it works for the general prizes we support in the app now. Since there can only be one cash prize, the number inserted in this input field is the number of people who will split the winnings. For example, if you enter 2 winners here, they will split the jackpot amount evenly between them. The remainder of the cash prize setup is similar to setting up a standard raffle prize in the app.  

Experience Page 

One central point of focus for this release was ensuring that the amount raised and the jackpot amount were calculated precisely to display the true amount that the organization would take home and the winner(s) would win. That way, the jackpot amount is an accurate percentage of the amount raised that is shown on the Experience Page, which helps provide clarity to supporters and avoids potential confusion on the accuracy of the jackpot calculation. This works by not including any types of fees or costs at all in the amount raised calculation, such as credit card processing costs covered by supporters, shipping costs, etc. 

We've added a new option here in Experience Setup to allow the organizer to use this new amount raised calculation on other Experiences. For 50/50 raffles, this setting is turned off and hidden from view since we want to preserve the accuracy of the calculations for supporters' clarity.  

When an organization enables 50/50 raffle functionality, supporters will see a brand new element (see image above) on the Experience Page that tells their supporters there's a cash prize, how much the cash prize is worth, how many winners will split the cash prize, and a call to action to enter into the 50/50 raffle. When this call-to-action is pressed, the user is taken to the "Prizes" section of the Experience Page to purchase raffle entries.

In addition to the jackpot element near the banner area of the Experience Page, users will also find a prize card for the cash prize along with all of their other prizes. Having both the jackpot element in the banner area described earlier and a prize card (see image below) helps ensure that we maximize the visibility of the cash prize to supporters. 

The process for entering a cash prize raffle is the same as entering a raffle for general prizes supported in the application currently. 

Status: In Production 

Expected Release: June 30th 

The Audit Table's columns are described below in detail. 

• Event ID 

  • This column contains the ID of the audited change.  

• Campaign ID 

  • This column contains the ID of the Experience where the change occurred. 

• Timestamp 

  • This column shows the date and time when the change occurred. The time is shown in UTC. 

• Before 

  • This column contains the entity’s value before the change was committed. 

• After 

  • This column is the result of the change. 

• User 

  • This column contains the email of the user who committed the change.  

Just as with any other table within the application, you can filter and sort various columns to find the change you are looking for. Please note that the audit table only tracks changes for live Experiences, which are kept in the table even after the Experience ends in case it’s needed. Additionally, changes to existing items are tracked, but the audit table does not track when new items are created at this time. We will consider adding this in a future version. 

Finally, you can press the “Manage” button on the right-hand side of any row in the Audit Table to access a menu with a new option titled “View Details.” When this button is pressed, it will open a new modal (see image below) containing all the information about the change in detail.