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 – Added the ability to access registrant information in Relationships before Approval
• P2P – Added the ability to customize the waiver permission message for proxy registrants in the Event Builder
• P2P – Added ability to filter previous donors for the Get Sponsors Email in the Fundraising Hub

P2P – Added the ability to access registrant information in Relationships before Approval

To support better decision-making during the approval process, organization administrators can now view registrant details directly from the Approval tab in the Relationships module. This allows admins to review all information submitted up to the point the registrant was set to pending, providing full context before taking action to help with a faster approval process. 

The admin will be able to see: 

• Account information such as name, email, and contact details
• Registration details and responses to any survey questions configured for the event
• The ability to edit username and password

How to use:

1. Log in as an administrator
2. Go to Relationships and open the Approval tab
3. Use the search to locate a registrant
4. Click on any result in the list
5. A new page will open, displaying the registrant’s contact information, registration details including survey responses, and the option to update the username and password.

Additional notes

• Approval stage must be enabled for the event.
• Registrant's information is displayed only, no updates can be made by the administrator.

P2P – Added the ability to customize the waiver permission message for proxy registrants in the Event Builder

To provide greater flexibility in customizing the event registration experience, organization administrators can now update the waiver acceptance message shown when a registrant is accepting the waiver on behalf of another participant. This complements the existing ability to edit the waiver message for the main registrant, and allows more accurate, event-specific messaging for proxy approvals.

If the message is not customized, the system will continue to display the default message based on the event’s selected language. Once updated, the custom message will appear during registration wherever waiver acceptance for additional registrants is required.

How to Use:

1. As an Administrator, go to the Event Builder and open the Contact Information page
2. Locate the new text input for customizing the waiver message for proxy registrants
3. To customize the message, enter the desired text in the input field and save the changes

During registration, the custom message will appear in the waiver section when registering additional participants.

P2P – Added ability to filter previous donors for the Get Sponsors Email in the Fundraising Hub

To help participants quickly locate and invite the most relevant past supporters, we’ve added new filtering options to the Previous Donors list in P2P events. This enhancement is part of the Get Sponsors Email functionality and makes it easier to select which previous donors to email when inviting them to contribute to a new campaign.

How to Use:

1. The participant navigates to the Get Sponsors Email within the Fundraising Hub
2. In the Previous Donors section, the participant will locate the new filter dropdown at the top of the list
3. The participant will select one of the available filters:
   • Last year’s donors (default)
   • All previous donors
4. The donor list will automatically update based on the selected filter
5. The participant can proceed to choose which supporters to email based on the filtered results

Additional Items

• Added additional validations for waiver acceptance in P2P registrations.
• Added support for displaying Processing Fees in Relationships, Purchase Confirmation email template, and across reports including Purchase Items by Order, Purchase Items by Item, Purchase Items PDF (Details), Donation Details, Donation (without UDFs), Donation Summary, and the Snapshot report.
• Updated the donation field in P2P to display “Enter Amount” as placeholder text, replacing $0.00.
• Updated the French registration page in P2P to hide the Amount column when all registration fees are set to $0.
• Fixed an issue in P2P where the Event Home search was displaying closed locations.
• Fixed an issue on the Fundraising Hub’s Profile page in P2P where the phone number was not displaying correctly for participants with prior Event/Campaign event participation.
• Fixed an issue in Event/Campaign templates where the Event Format was not being properly setup when copying events.