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 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.

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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 

Status: In Production 

Expected Release: June 30th 

In this release, we are improving our Auction bidding logic. This new logic will help solve a recurring issue where some supporter users need clarification about the buy-it-now process for Auction items. Essentially, some supporters have placed a bid equal to the buy-it-now price, and they were extremely confused why they were not automatically a winner of the item. In short, they believed that entering a bid equal to the buy-it-now price is how they purchased the item immediately. 

Additionally, some users accidentally place a bid higher than the buy-it-now price of the Auction item, which causes issues for organizers when these types of bidders want a full refund for their accidentally large bid after the Auction is over. Most Auction users do not encounter the abovementioned issues, but the logic implemented in this release will help bridge the gap for those who do.

When a supporter tries to place a bid that is greater than the price of buy-it-now, the application will automatically ask the user to lower their bid so that it’s equal to or below the buy-it-now price, or if they’d rather buy-it-now, they can use the new button directly below the bid input field (see image above). 

When a supporter inputs a bid amount equal to the buy-it-now price, the application asks the user if they’d buy it now instead of waiting to secure the item when the Auction ends (see screenshot). In this case, it does not stop them from placing the bid but helps ensure the supporter knows the buy-it-now option is available for the amount they bid. 

When the Auction item’s current bid equals the buy-it-now price, we disable the “Place bid” button so the user can use the buy-it-now option instead (see image below). When the Auction item has more than one available, multiple supporters can bid at the buy-it-now price up to the quantity available before the “Place bid” button is disabled to ensure the organization maximizes the amount raised. 

In this release, we're attacking four known pain points for the auction bidding process: 

1. Bidder dropoff between Cart and Bid Checkout because Bidders don't know that they must complete Checkout to confirm their bids (they need to submit their Bids after just adding them to the Cart)
2. Bidders don't understand why we ask for their payment information upfront when they make their first bid
3. Bidders don't understand that their cards aren't charged if they don't win any items at the end of the auction
4. Bidders don't know what a "Maximum Bid" is and how Proxy Bidding works

Here are the changes we're making to address all of the pain points above: 

New "Place Bid" modal

A new modal makes it easier for bidders to enter their bid amount with explanations of how bidding works, what happens when they're outbid, and what the minimum bid and bid increments are for the item they're viewing. 

New "Bidding Guidance" modal

After a bidder adds their first bid to their Cart, a new modal explains the next steps of bid checkout better and eliminates dropoff between Cart and bid submission.

Cart changes

Cart Toast element and new Cart icon in the header

After adding a bid to the Cart, a new toast message appears in the upper right. Cart toast messages are a familiar UX pattern from other eCommerce sites and help users learn the pattern of where the Cart is and where they need to go to initiate Checkout.

New "Charged Later" cart section

The Cart now puts Bids and Pledges into a separate "Charged Later" section which explains when donors can expect the system to charge them for items in that section. See screenshot.

Conditional cart buttons

The buttons at the bottom of the Cart now dynamically change depending on what's in the Cart. If only Bids are in the Cart, they'll switch to "Submit bid now." If other items are in the Cart, they'll say, "Check out now." 

The new button text improves the bidder experience with more specific CTAs and addresses the confusion Bidders had when they didn't understand why they had to "check out" their bids. 

Better workflow for users who are outbid while in Cart

Bidders outbid by other bidders before they even get to Checkout will now see a new guided experience explaining what happened and giving them easy controls to take action. 

Checkout changes

New "Bids" section

The Bids section of Checkout is redesigned with two main improvements: 

• An easier way to edit your bid while in the middle of Checkout: see screenshot
• Clearer communication of Outbid status for when the user is outbid by someone else while they're still checking out or when they return to Checkout after being outbid: see screenshot

Review & Pay section changes

The Payment Method section now clearly explains why we ask for payment information upfront from bidders and that they won't be charged if they don't win anything. 

In this release, we are updating our receipts to support the Auction bid scenario more clearly. Previously, the receipt, even for an Auction bid, featured the words “Payment” and “Donation” all over it, which caused bidders to believe they were purchasing an item instead of placing a bid. In short, the receipt for Auction bids did not fit the bidder’s expectations.  

To bridge the gap between the bid receipt and the bidder’s expectations, we have tailored the language on the receipt to more clearly reflect that the user made a bid, not a purchase or payment.  

This release is part 1 of 3 of an effort to improve the overall experience for Auction bidders. In releases coming soon, we will enhance the bidding process and add functionality to allow bidders to edit their bid preferences in My Account. In this release, we are focusing on bid receipts. Please note that these changes only apply to transactions that only contain Auction bids. 

Below is a list of the changes we’ve made in this release to the bidding process: 

• Renamed “Payment Summary” to “Bid Summary” on the Simple Confirmation Receipt. See screenshot.
• Informational text on Simple Confirmation Receipt to inform users they’ll only be charged if they win. See screenshot.
• Full Receipt headline now says “Bid confirmed” instead of “Payment confirmed.” See screenshot.
• Conditionally replace “donation” with “bid” in the receipt subtext. See screenshot.  
• Update the name of items section for bids. See screenshot.
• Rename “Payment Summary” to “Bid Summary” on the Full Receipt. See screenshot.  
• New explainer text in the “Charged later” section for bids. See screenshot.
• Conditionally rename the page title to “Bid Receipt” when the transaction only includes a bid. See screenshot.

In addition to these donor-facing changes, we’ve made one minor change to Experience Setup for the “Thank You” section on receipts, which is customizable by Organizers. Previously, organizers did not know that receipts are also sent to bidders. We’ve added clarifying copy to ensure organizers know that receipts are sent for all transaction types, including Auction bids.  

These subtle yet necessary changes will help minimize bidder confusion and will, in turn, help increase bidders’ confidence in the platform.  

Expected release date: October 18th, 2022

There are three main navigational items in the left menu now. The Start Guide button takes the user to the Start Guide, which focuses on getting users ready to raise funds. Next, we have the" Experiences" button, which takes the user to their list of Experiences. Then, we have the" Donation Pages" page button, which takes the user to a list of their Donation Pages.

Below the main navigational items, we have two secondary navigational items: 1) Help Center; and 2) Settings. The Help Center button takes the user to the Knowledge Base. The Settings button opens several sub-items: Branding, Profile, Payment Processing, Integrations, and User Management. Each of these options was included on the old left menu. They have been positioned here since they are less commonly used after initial setup and fit under their organization's 'Settings' category.

Lastly, at the bottom of the new left menu, we have the Administration navigational element that takes administrators to the admin section of the application. If the user has multiple Organizations, a ”Switch Organization” option will also appear below this.  

In compliance with the request of the New Zealand government, the Raffle and Sweepstakes Activities are now unavailable in Experience setup for Organizations in New Zealand.  

In this improvement, we will be adding functionality to our Facebook Pixel Integration to include transaction values. This addition will allow our customers to start using transaction values to track marketing spending and the value of donations generated from their Facebook ads. Overall, this will enhance our customers' ability to track how well their marketing and advertising are performing and how effectively they convert their audience into donors.

When supporters purchase entries on a Raffle where entries are eligible to win any prize, we've added a collage item view in Checkout to show an image of each prize available. We've added this functionality for Raffles and Sweepstakes to improve the User Experience by accurately representing what the user can win for purchasing entries. 

Before this improvement, when a user purchased entries on an Experience where entries can win any of the prizes, we only showed the image of one prize for the image in Checkout. It confused users and made them believe they were purchasing entries for only the prize corresponding with that image.

Note: When Raffles are set up so that supporters can purchase entries for each prize individually, only the image for that specific prize will show. 

Organizers can now edit additional sections of their Experience even after it has ended. These elements are subsections of the 'Advanced Options' step of Experience setup including: 

• Custom Sections
• FAQs
• Causes
• Sponsors