RallyUp Product Updates

See the latest new features, improvements, and product updates

10 months ago

Donation Pages Update

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 

Presets have been redesigned to allow adding a Title, Image, and Description to each one. These Rich Presets will allow Organizers to showcase the impact that each of their preset amounts will have on their mission which will help encourage their donors to give more and support more since the Organizations impact is clearly communicated.  

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 

Recurring Donors are a sought-after source of donation revenue for organizations. To help Organizations raise more funds and convert more multi-donation donors, we have added a new Recurring Donation Upsell feature to Donation Pages. When this feature is enabled, if a donor makes a one-time donation they will be asked if they want to convert it to a recurring donation instead. This maximizes the donation by taking a percentage of the one-time donation and offering it as a recurring donation, as shown in the upsell. Organizers can customize the content (Title and Description) on the Upsell step to make an organization or mission-specific appeal to donors.

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 
Avatar of authorRallyUp Product Team
2 years ago

Experience Templates

Current Status: In Prod
Prod Deploy Date: March 21st, 2023


We’re creating an Experience Template system that lets us create “template” Experiences for customers. We (RallyUp or Partners) would create these Experience Templates by using Experience Setup to pre-fill them with all the settings, fields, and assets we want. Templates can reduce the effort for customers to publish a campaign because many of the settings can be pre-filled for their specific use case. 

When a customer creates an Experience, they can choose whether to create a blank one from scratch OR start with one of our Templates. When a customer chooses to use a Template, the system will copy that Template to create a new “Draft” Experience with all of the same settings and content pre-filled. They can then modify it as needed and publish it when ready.  

The benefits and potential of a system are significant. Here are some examples of how Templates can be used:

  • The Customer Success team can create a bunch of popular templates (based on what we know our customers want), therefore making it easier to assist customers with building their Experiences
  • Our Marketing team can create landing pages, advertisements, and email marketing campaigns for specific types of Experiences (e.g., 50/50 Raffles, Read-a-Thons, Raffles with Livestreaming). When customers convert from the landing page, they will see Templates matching that landing page or potentially others they are interested in.
  • Our Sales teams can use templates to more quickly onboard customers in their sales pipeline
  • Customers will be more likely to convert (publish a campaign) because the Setup process will be reduced thanks to the Template pre-filling many settings for them

Here are the components of the Template system:

Customer-side

When Customers click to create a new Experience, they’ll see a new pop-up asking if they want to create a blank Experience from scratch (no Template) OR if they want to browse and use a template.

If they choose to Browse Templates, they’ll be taken to the Template Gallery where they can browse all Templates. Templates can be organized by Category, and there’s a Search function to make it easy to find a specific Template.

Once they click into a specific Template, they can view its full details and choose to use it when they’re ready. The Template Title, Image, Category, and Description are customizable when you create Templates on the Admin-side.

  • Create new Templates
  • Create Categories for Templates and manage their display order for the Template Gallery
  • Enable or Disable the Template Gallery
  • View a list of all Templates you’ve created
  • See how many times each Template has been “Used” by a customer
  • Copy and delete templates
  • Customize how each Template appears in the Template Gallery: set the Template’s Name, Image, Description, and Category(s)
  • Control whether a specific Template should be “Shown” or “Hidden” from the Template Gallery
  • Enter Experience Setup for a specific Template to modify its settings

How to get started

You can start creating Templates now, even though this feature has not yet been released. Since Templates are just Draft Campaigns, you can start creating Templates just by creating any Draft campaign. When this feature is released, a new "Mark as Template" function will be available on the Admin > Campaigns view. You can use this to make your Templates appear on the Admin > Templates page described above, and then launch them to customers when you're ready. 

Avatar of authorKevan Mann
2 years ago

Left Menu Redesign

Expected release date: October 18th, 2022

In this release, we are updating the left navigation menu to be easier and more pleasant to use and navigate through the application. To access the menu, all users must do is hover over the icons while in the ribbon state, and the menu automatically shows in full. All the elements in the old left menu still exist within this new one; they have just been repositioned to better suit the user's needs. This redesign is just one of the many improvements to the user interface we'll be adding as a part of the UXReactor project. As a reminder, UXReactor is the UX consulting firm we hired at the beginning of 2022 to redo our application’s user interface and user experience. 

 

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.  


Avatar of authorRallyUp Product Team
2 years ago

Donation Pages 3.0

See email from us about next steps to activate the new Donation Pages on your Partner

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 

Presets have been redesigned to allow adding a Title, Image, and Description to each one. These Rich Presets will allow Organizers to showcase the impact that each of their preset amounts will have on their mission which will help encourage their donors to give more and support more since the Organizations impact is clearly communicated.  

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 

Recurring Donors are a sought-after source of donation revenue for organizations. To help Organizations raise more funds and convert more multi-donation donors, we have added a new Recurring Donation Upsell feature to Donation Pages. When this feature is enabled, if a donor makes a one-time donation they will be asked if they want to convert it to a recurring donation instead. This maximizes the donation by taking a percentage of the one-time donation and offering it as a recurring donation, as shown in the upsell. Organizers can customize the content (Title and Description) on the Upsell step to make an organization or mission-specific appeal to donors. 

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 
Avatar of authorRallyUp Product Team