May 2023 Panorama Enterprise What's New

Artez May 2023: Release Notes
Release Date: 5/2/2023

Summary

As part of our commitment to continuously update and enhance our Fundraising system, we recently made the following enhancements to the Artez Application:

• ARTEZ API - Create method "GET EVENT TOTALS"
• Admin – Allow UDFs to sort alphabetically.
• MET - Fundraising Hub – Donation Reminder
• MET - Fundraising Hub - Ability to carry donor year-over-year information for Participants.
• Artez P2P - Registration Form - allows registration for organizations.
• Added Page Alias to P2P Template

ARTEZ API: Create method "GET EVENT TOTALS"

Description:

As an org, I would like the ability to obtain the Event Total raised upon providing an EventID.

Client/Internal Benefit:

• Retrieve more information.
• Easy to retrieve event details.

Details:

Along with the addition of this feature, changes have also been introduced to make our API adhere more closely to REST API design best practices. Some of these are breaking changes and will require changes to API organization code. Details about the items can be found in the “Details” section referenced beside each item.

• Add TotalVerified and TotalUnverified fields to Event and Location API Endpoints
• The endpoint to retrieve a list of locations for an event has changed.
• The endpoint to retrieve a single location has changed.
• The property holding the location’s name has changed from LocationName to Name 1.
• The array holding a location’s donation totals has been removed.

There are breaking changes introduced with this change.

This implies if your organization is using the GET EVENT method through our APIs it will need to implement the following code changes:

1. Events controller

a. GET Events

• Added property TotalUnverified.
  • populated when includeTotals parameter is true, 0 otherwise.

• Added property TotalVerified.
  • populated when includeTotals parameter is true, 0 otherwise.
  • added querystring parameter includeTotals.
    • can be true or false.
    • optional, excluding it implies false.

b. GET Events/{eventId}

• added property TotalUnverified.
  • populated when includeTotals parameter is true, 0 otherwise.
• added property TotalVerified.
  • populated when includeTotals parameter is true, 0 otherwise.
• added querystring parameter includeTotals.
  • can be true or false.
  • optional, excluding it implies false.

2. Locations controller

A. Breaking changes

• GET Locations?eventid={eventId} has been removed and replaced with GET Events/{eventId}/Locations
• GET Locations?locationid={locationId} has been removed and replaced with GET Events/{eventId}/Locations/{locationId}

B. GET Events/{eventId}/Locations formerly GET Locations?eventid={eventId}

• Added property TotalUnverified.
  • Populated when includeTotals parameter is true, 0 otherwise.
• Added property TotalVerified.
  • Populated when includeTotals parameter is true, 0 otherwise.
• Changed IndividualRegistrations object.
  • Holds key/value pairs indicating the number of Registered and Pending
  • Changed TeamRegistrations object.
  • holds key/value pairs indicating the number of Registered and Pending v. added querystring parameter includeTotals.
    • Can be true or false.
    • Optional, excluding it implies false.

C. GET Events/{eventId}/Locations/{locationId} (formerly GET Locations?locationid={locationId})

Breaking changes

• The LocationName property has been renamed to Name.
• The AmountRaised array has been removed. The values that it held can be accessed via the TotalUnverified and TotalVerified properties.
• Added property TotalUnverified.
  • Populated when includeTotals parameter is true, 0 otherwise.
  • Added property TotalVerified.
    • Populated when includeTotals parameter is true, 0 otherwise.
  • Added property RegistrationStartDate.
  • Added property RegistrationEndDate.
  • Renamed property Name to LocationName
  • Removed AmountRaised array.
    • Replaced the values from it with the TotalUnverified and TotalVerified properties.

Admin – Allow UDFs to sort alphabetically.

Description:

As an org, your organization will have the ability to allow sorting alphabetically on the answers for the User Defined Fields.

Client/Internal Benefit:

• New functionality

Details:

UDFs will have the new functionality of sorting the answers alphabetically.

Here are some considerations when sorting:

1. Above the list of answers, there will be a selection that indicates how to sort the answers.

• Sort by Order - this is the current functionality where the admin can establish the order by setting a number that indicates its position on the list.
• Sort alphabetically – this will sort the list alphabetically once the changes are saved.

2. This will only be available for events in English Only. For Multiple Language Events, the option to sort alphabetically is not displayed.

3. Changes will be applied after clicking “Save”. When reloading the list, you shall see the sorting as selected.

MET - Fundraising Hub – Donation Reminder

Description:

The fundraiser will be able to send a follow-up email to supporters who have already been invited to donate to this year's event but have not yet donated.

Client/Internal Benefit:

• New functionality
• Follow-up supporters to get more donations Details: This new functionality will provide a follow-up email to possible supporters who were already invited to donate but haven’t done it yet. Here are some important notes for this:
  • • The Fundraising Hub will include a new page called "Donation Reminder".
    • The “Donation Reminder” page is in the “Manage Sponsors” menu.
• The new page is like the “Thank Your Sponsors” where the participant can select whom to resent the solicitation email.
• The fundraiser will be provided with the list of invited supporters who have not donated yet.
• The email template displayed is the same as the “Get Sponsors” template. This can be customized by the fundraiser before sending the follow-up email.
• This is available in both English and French languages.

MET - Fundraising Hub - Ability to carry donor year-over-year information for Participants.

Description:

The individual fundraiser will have the ability to carry donor’s year-over-year information, this will provide an easier way to invite previous supporters to help them achieve their goals on their current event.

Client/Internal Benefit:

• New functionality
• Get more donations by providing previous event donor’s information.
• Invite supporters of previous events

Details:

The participant will be able to carry year-over-year donor information to make it easier for past registrants to solicit donations in the current year/event. To re-solicit a donation from previous donors, the participant needs to:

• Check on the list of the desired supporters to re-solicit.
• Click on the “Get Sponsors” link above the list.
• Customize the invitation (if desired)
• Send the email.

Note:

• The participant will be able to view the previous years on the Manage Sponsor page, at the bottom it will display a list with the following information for their previous donors:

• Donor name
• Email address
• Donation date
• Event o Amount
  • The participant should be able to see both supporters who donated to them and donors that were sent an invitation but did not donate.
  • Donors without an email address won’t appear on the list for re-solicitation.
  • The participant will be able to have the re-solicit via email through the hub.
  • The email template to re-solicit previous years/events donors is the same one used to get new sponsors but can be customized.
  • This information will also be available to export on a CSV file.

Artez P2P - Allows registration for organizations.

Description:

As an organization you will have the ability to allow other organizations to be registered for your fundraising event.

Client/Internal Benefit:

• New functionality
• More customization for events

Details:

During registration, on the Contact Information form the user will be prompted with the option to register as an individual or an organization.

• This feature is disabled by default.
• To enable this registration, the admin needs to allow it through the Event Builder, under the widgets from the Contact Information page.
• This is available for Artez P2P events only.

Added Page Alias to P2P Template

Description:

As an admin, your organization will have the ability to add page aliases to individual and team pages when your organization is associated with having a custom URL so that URLs are cleaner for sharing.

Client/Internal Benefit:

• New functionality
• Better user experience
• Easier sharing of the event’s pages
• More customization

Details:

Page aliases will be available for locations, teams, and individuals. The alias will be set on Artez P2P Events if the org is set up with a custom URL and personalized URLs are enabled.

Here is the consideration for each type:

• Location Page Alias
  • The alias is set in the admin console under the location’s details.
  • If the page alias is already in use for other Locations, an error will be displayed indicating the alias has already been used.
  • The alias can be changed for the Location Page at any time.
  • The location widget should redirect to the Location Page Alias if it was set.
  • On the admin console, the Important Summary Links should display the page alias for the location when it was set.
  • 
  • 

• Participant Page Alias
  • The alias is set during registration, it will suggest automatically setting the alias as the first name and last name entered on the registration form.
  • If the page alias is already in use for other Participants, then it will prompt an error indicating the alias has already been used.
  • 

• Team Page Alias
  • Set by the team captain on the create team page of registration, it will automatically suggest setting the team’s URL based on what the user typed as the team’s name.
  • If the page alias is already in use for other teams, then it will prompt an error indicating the alias has already been used.
  • 

Additional information for the alias:

• Artez P2P events only for Orgs using Custom URLs
• Page aliases cannot be used more than once per organization.
• Available for both English and French events.

Additional Items

• New Team Summary Report provides a new column view for the team Summary Report, it’s available in the Reports tab under “Team Summary (table format)”.
• On P2P, fixed the issue where the 'Search Fundraisers' widget was not pulling the correct team’s name for the fundraiser.
• On P2P, fixed the issue that threw an error when registering as returning registrant.