Skip to main content

July 2023 Panorama Enterprise What's New

Samantha Otero

Artez July 2023: Release Notes

Australia and New Zealand:

  • Thursday, July 13th, 2023
  • 1:00 am - 5:00 am AEST

North America:

  • Tuesday, July 18th, 2023
  • 6:00am - 10:00am EDT

Summary

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

  • P2P – New ability to set background behind goals and buttons
  • P2P – New ability to customize donor covers the fee text
  • P2P – New ability to lock fundraising goals for registration types
  • MET – New ability to enable fundraising goal notification emails for teams
  • MET – New ability to display/hide anonymous participants and teams in the leaderboards
  • Custom Emails – New ability to prevent sending emails where the location is closed
  • API Updates

New P2P – New ability to customize Corporate Team Affiliation header and Instructions.

Description:

As an administrator, I can customize the header and instructions for the Corporate Team affiliation during registration on the Create a Team page.

Client/Internal Benefit:

  • New feature
  • More customization
  • Customized instructions

Details:

The administrator can customize the header and instructions for the Corporate Team affiliation during registration on the Create a Team page by clicking on the text they would like to update.

  • Can be set for both English and French
  • Not available for Panorama P2P events

To set the texts, open the “Create a Team” page in the Builder from the registration pages:

Click on the Header and instructions to update them as desired:

New P2P – New ability to set background behind goals and buttons.

Description:

As an admin, I can set the specific color behind the Donate and Share buttons on the participant, team, and corporate page by entering in an RGB code. This will prevent having it displayed as a lighter version of the thermometer color.

Client/Internal Benefit:

  • New feature
  • More customization

Details:

The admin can set in the builder the specific color behind the Donate and Share buttons on the participant, team, and corporate pages under the Theme Colors. A new category of color is displayed as "Fundraising Background" which allows one to set the desired color.

  • The selected color will apply to the participant, team, and corporate pages.

Examples of how to set the Fundraising Background color:

New P2P – New ability to customize donor covers the fee text.

Description:

The administrator can customize the text related to donor covers the fee on the Registration Checkout page.

Client/Internal Benefit:

  • New feature
  • More customization
  • Customized instructions

Details:

On the event’s builder for the registration checkout, the administrator can customize the text for the different scenarios related to cover the processing fee. To edit the text, click over it and enter the desired text.

Notes:

  • This applies for:
    • The checkbox for donors to decide on covering the processing fee on donation and/or registration.
    • The text for donors when covering the processing fee is required on donation and/or registration.
  • This is available for both English and French
  • Not available for Panorama P2P events

Examples of customized Cover the Fee text

New P2P - New ability to lock fundraising goals for the registration types.

Description:

As an org, I can lock in the Fundraising Goal for Participants and Teams.

Client/Internal Benefit:

  • New feature
  • Create an incentive for all participants to reach a goal.

Details:

On the registration business rules settings, the admin can lock the Fundraising Goal for Participants and Teams. When the Fundraising goal is set, a new checkbox appears below to enable/disable the lock.

Notes:

  • Available for individuals and teams
  • Not available for Panorama P2P events.

MET - New ability to enable fundraising goal notification emails for teams.

Description:

As an org, I have the ability for the team captain to be notified when the goal has been met.

Client/Internal Benefit:

  • New feature
  • More customization

Details:

The admin can enable/disable the option for the team captain to be notified when the goal has been met. This functionality replicates the current behavior used for individuals, but now on teams. On the email settings for the Organizational Messages to Team Registrants, enable:

  • First team fundraising goal reached notification – 25% of the goal was reached.
  • The second team fundraising goal reached notification – 50% of the goal was reached.
  • Third team fundraising goal reached notification – 75% of the goal was reached.
  • Team fundraising goal reached notification – The goal was met.

Note:

Team percent is calculated based on both the total amount raised by all the Team Members plus the total amount raised from all the Direct Team donations - same as in Fundraising Hub

Examples of enabling/disabling the Goal Reached Notification

MET – New ability to display/hide anonymous participants and teams in the leaderboards

Description:

Administrators can hide/display anonymous donors from the leaderboards.

Client/Internal Benefit:

  • New feature
  • More customization

Details:

As an admin, I can set to display/hide the anonymous donors from the scoreboard widgets for Top Individuals, Top Teams, Location Top Individuals, and Location Top Teams.

  • Below the Language selection on the leaderboards settings, there’s a new option to "Include anonymous donors":
    • Option 1: "Enabled" – This will display the anonymous donors and the text I desired for this (if set)
    • Option 2: "Disabled" – This will hide the anonymous donors from the leaderboard • By default, the new setting is enabled

Notes:

These widgets updates:

  • This applies to MET only
  • This applies to all Scoreboard types
  • There are 2 different Widget Scoreboard Settings
    • When "Enable New Event Home Page" is enabled - the page is EventScoreBoardConfiguration.aspx
    • When "Enable New Event Home Page" is disabled - the page is EventScoreBoardSettings.aspx
  • Enable/Disable will apply to both Languages.
  • Pages with Scoreboard Display
    • When "Enable New Event Home Page" is enabled
    • EventHome.aspx
    • EventLocationHome.aspx

When "Enable New Event Home Page" is disabled

  • LoginRegister.aspx
  • LocationHome.aspx
  • From "Important Links" Manage Scoreboards
  • scoreBoard.aspx

Customs Emails – New ability to prevent sending emails where the location is closed.

Description:

As an admin, I would like to have the ability to exclude from a custom email participants, teams, and donors if the location registration end date is in the past.

Client/Internal Benefit:

  • More customization on email communication
  • Prevent from reaching the wrong audience.

Details:

On the custom emails, the admin can exclude from the email participants, teams, and donors if the location registration end date is in the past. On the custom emails setup if the admin enables the checkbox “Only email recipients associated with locations that are not closed”, Participants in Locations that are Closed or Donors who sponsored Participants in Locations that are Closed will not receive the custom email.

API Updates

Description:

We’ve made updates to the API to facilitate the retrieval/posting of information.

Client/Internal Benefit:

  • Facilitate the retrieval/posts of information through the API. Details: We made the following Updates to the API:
  • Added a MessageID response after posting a message on the Message Board: After posting a message, we will now indicate the “MsgID” as a response.

For example: Post: https://{URL}/api/MessageBoard?RegistrationID={RegistrationID}

  • Added the value of DonationID to the response of:

  • Get Teams Donations – Used for Teams, this URL will return the list of Donations indicating with the

DonationID: https://{URL}/api/Teams/{TeamID}/donations

  • Updated the response on the DonationDate timestamp to the response of:
    • Get Registrations Donations Used for Individual Participants, this URL will return the list of Donations with the updated DonationDate:

https://{URL}/api/Registrations/{RegistrantID}/donations

  • Added value to indicate the permissions for disclosing the Donor’s name and donation amount (included on Monthly Donations) to the response of:
    • Get Registrations Donations – Used for Individual Participants, this URL will return the list of Donations indicating for each of the donation amount and the donor name are Anonymous:
  • https://{URL}/api/Registrations/{RegistrantID}/donations

  • Get Teams Donations – Used for Teams, this URL will return the list of Donations indicating for each of the donation amount and the team’s name are Anonymous:

https://{URL}/api/Teams/{TeamID}/donations

  • Added value to indicate if the donation is monthly to the response of:
  • Get Registrations Donations – used for Individual Participants, this URL will return the list of Donations indicating for each if it’s a Monthly donation:
  • https://{URL}/api/Registrations/{RegistrantID}/donations

Additional Items

  • Added a new reconciliation report that includes the failed transactions.
  • Replaced on the Tribute template the text for the cover fee payment with "I'd like to cover the fee so 100% of my donation goes to the nonprofit." (English) and “Je voudrais couvrir les frais pour que l’organisation à but non lucrative reçoive 100% de mon don” (French).
  • Removed the AddThis visual references from the admin console.
  • Fixed issue on the Events/Campaign template issue when selecting the customURL page from Fundraising HUB the page was blanked for French Pages
  • Fixed issue for Tribute template the issue where the e-card notification link in the e-mail directed the user to a blank page with the home link.
  • Fixed on the Purchase Items template the issue where a purchase of an item with $0.00 was not sending the confirmation to admins.
  • Fixed on the new P2P template the issue when making a monthly donation the donation name and amount were missing.
  • Fixed the API message date time zone bug.

 

 

Comments

0 comments

Article is closed for comments.