Phase One Revision of Wireframes

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Revision of Deck after discussion with programmers at Andar

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Phase One Revision of Wireframes

  1. 1. 2014 CAMPAIGN ePLEDGE REDESIGN UNITED WAY OF THE BAY AREA “Intuitive design is how we give the user new superpowers.” Jared Spool
  2. 2. e-Pledge Redesign 2 EPLEDGE FLOW CHART LOG IN FUM GIFT TO UWBA SPLIT TO 3 KEY AREAS PROFILE (PREFERENCES) STEP 1: THANK YOU PAGE REDIRECT (GOAL COMPLETE) STEP 2: THANK YOU EMAIL SENT DESIGNATE UWBA AGENCY (S) CHOOSE FROM LIST DESIGNATE WRITE IN CREDIT PAYROLL Choose amount x number of paychecks & number of pay periods Choose amount x 12 monhly payments or 1 time payment (minimum $120 per year) Choose date/amount x 12 monhly payments or 1 time payment provide rounting info E-CHECK WELCOME 1. Contribution Details 2. My Profile 3. Review and Approve REVIEW & CONFIRM GIFT DETAILS UP-SELL DONATION TIME SENSITIVE
  3. 3. e-Pledge Redesign 3 EPLEDGE LOG IN SCREEN
  4. 4. e-Pledge Redesign 4 EPLEDGE WELCOME SCREEN
  5. 5. ePledge Redesign 5 CHOOSE PLEDGE METHOD STEP ONE: CHOOSE PAYMENT METHOD WIREFRAME FOR RADIO BUTTONS “Grateful for the help to find a safe haven for my family.” Carrie M., Emergency Food & Shelter PREVIOUS CONTINUEMY TOTAL PLEDGE: $1200 Payroll Deduction Credit Card e-Check YES, I’D LIKE TO PLEDGE BY:
  6. 6. ePledge Redesign 6 I authorize my employer to deduct my total annual contribution from my paycheck as specified below. Deduction per Pay Period Number of Pay Periods Number of Deductions to Make Total Annual Pledge PAYROLL DEDUCTION STEP ONE-A: CHOOSE PAYMENT METHOD WIREFRAME “Thank you for helping me to provide for my children.” Jose Alvarez, SparkPoint Client SUCCESS STORY Sem lacinia quam venenatis vestibulum. ultricies vehicula ut id elit. Vestibulum id ligula porta felis euismod semper. ultricies vehicula ut id elit. Vestibulum id ligula porta felis euismod semper. Note: If your contribution is $1000 or more per year, you are eligible to join one of United Way of the Bay Area affinity groups. If you would like to join a leadership group check one of the boxes below. Emerging Leaders Womens Leadership Circle 12 Pay Periods $1200.00 $100.00 12 Deductions CONTINUE PREVIOUS CONTINUEMY TOTAL PLEDGE: $1200 Split your gift?
  7. 7. ePledge Redesign 7 “This year, we kept all of our tax return. Thank you!” Shelley Chen, Earn It! Keep It! Save It! Client Your gift to United Way Community Fund will go where the need is the greatest to help hundreds of Bay Area families in your neighborhood to get jobs, go to school, find affordable housing, and put food on the table. Thank you for supporting critical programs in the Bay Area. United Way Community Fund: Give my gift where the need is the greatest $1000 Education: Level the playing field Financial: Making ends meet Basic Needs: Critical services STEP ONE-B: ASSIGN GIFT AND SPLIT IF DESIRED 1 2 3 Contribution Details My Profile Review and Approve √ Split your gift to more agencies? ? ? ? CONTRIBUTION DETAILS PREVIOUS CONTINUEMY TOTAL PLEDGE: $1200 $200
  8. 8. ePledge Redesign 8 “This year, we kept all of our tax return. Thank you!” Shelley Chen, Earn It! Keep It! Save It! Client STEP ONE-B: AGENCY SEARCH 1 2 3 Contribution Details My Profile Review and Approve CONTRIBUTION DETAILS PREVIOUS CANCEL CONTINUEMY TOTAL PLEDGE: $1200 Search by keyword, city and/or state for a non-profit currently listed with United Way. Once the search results are populated, enter the annual amount for each of your selected agencies. Click “Cancel” to return to the main page. Search for an agency Please enter amounts below to the agencies of your choice. Minimum amount per agency is $100. If your agency is not listed, select the “write-in” option. Or try to search again using different keywords. Click “Finished” to add your choices. You will have a chance to review the result and return to the main page after confirmation. KEYWORD CITY * Any State SEARCHWrite in
  9. 9. ePledge Redesign 9 “This year, we kept all of our tax return. Thank you!” Shelley Chen, Earn It! Keep It! Save It! Client 1 2 3 Contribution Details My Profile Review and Approve STEP ONE-B CLICKED: AGENCY SEARCH RESULTS Showing Agencies 1-20 of 4486 | 21-40 | < > | 150-430 Name of agency 826 Valencia Guide Dogs for the Blind Red Cross Oceana Habitat for Humanity $100 0 0 0 $100 Amount Agency search results Please enter the amounts below for the agencies of your choice, $100 minimum per agency. If your agency is not located, choose the write-in option. CONTRIBUTION DETAILS PREVIOUS CANCEL ADDMY TOTAL PLEDGE: $1200 KEYWORD CITY * Any State SEARCHWrite in
  10. 10. ePledge Redesign 10 “This year, we kept all of our tax return. Thank you!” Shelley Chen, Earn It! Keep It! Save It! Client Your gift to United Way Community Fund will go where the need is the greatest to help hundreds of Bay Area families in your neighborhood to get jobs, go to school, find affordable housing, and put food on the table. Thank you for supporting critical programs in the Bay Area. United Way Community Fund: Give my gift where the need is the greatest 211 Bay Area $800 $200 Education: Level the playing field Financial: Making ends meet Basic Needs: Critical services 1 2 3 Contribution Details My Profile Review and Approve √ Split your gift to more agencies? ? ? ? CONTRIBUTION DETAILS PREVIOUS CONTINUEMY TOTAL PLEDGE: $1200 $200
  11. 11. ePledge Redesign 11 “I have confidence that I can achieve my dream.” Terek Turner, Matchbridge Client Please review your information below and confirm that it is correct. Let us know how you would like your gift confirmed. Your information is not released to any parties without your permission and will be used o send you a confidential tax receipt. First name Last name Personal email Home address Line 2 City State Zip John Donor johndonor@gmail.com 1352 Halibut Street Foster City 94404 CA Apartment #201 STEP TWO: PREFERENCES Your email is used to send a confirmation of your gift or important tax information. CANCELPREVIOUS CONTINUE 1 3 Contribution Details My Profile Review and Approve 2 ? ? MY PROFILE MY TOTAL PLEDGE: $1200
  12. 12. ePledge Redesign 12 “I found I was eligible for CalFresh. So grateful for the help!” Vanessa Grove, Caller to 211 Review and Approve If you have no changes, please press “Confirm”. If you would like to make a change use the “Previous” button. “Cancel” will take you back to the welcome page. Gift split United Way of the Bay Area: $1000 826 Valencia: $100 Habitat for Humanity: $100 Total: $1200 edit Pledge Type: Payroll Deduction Number of Pay Periods: 12 Number of Deductions: 12 Deduction per pay period: $172 edit John Donor 1352 Halibut Street Foster City, CA 94404 lshum@uwba.org 415-808-4268 edit STEP THREE: REVIEW AND APPROVE (TOP BAR) 1 3 Contribution Details My Profile Review and Approve 2 CANCELPREVIOUS CONTINUE Great news! For a limited time if you add $100 per year to your contribution to United Way Community Fund your company will match it 100%! Click the button now and enter this code MATCH100 when prompted. ADD $100 PER YEAR TO UNITED WAY COMMUNITY FUND X
  13. 13. ePledge Redesign 13 “I found I was eligible for CalFresh. So grateful for the help!” Vanessa Grove, Caller to 211 Review and Approve If you have no changes, please press “Confirm”. If you would like to make a change use the “Previous” button. “Cancel” will take you back to the welcome page. Gift split United Way of the Bay Area: $800 826 Valencia: $100 Habitat for Humanity: $100 Total: $1200 edit Pledge Type: Payroll Deduction Number of Pay Periods: 12 Number of Deductions: 12 Deduction per pay period: $100 edit John Donor 1352 Halibut Street Foster City, CA 94404 lshum@uwba.org 415-808-4268 edit STEP THREE: REVIEW AND APPROVE (POP UP MODAL TO ADD FUNDS RIGHT HERE) 1 3 Contribution Details My Profile Review and Approve 2 CANCELPREVIOUS CONTINUE Great news! For a limited time if you add $10 per pay period to your contribution to United Way Community Fund your company will match it 100%! Click the button now and enter this code MATCH100 when prompted. ADD $10 PER PAY PERIOD TO UNITED WAY COMMUNITY FUND X Yes! I want to make a bigger impact! For a limited time you may add $100 per year and Dodge & Cox will match 100%. Enter your promo code X ADDMATCH100
  14. 14. ePledge Redesign 14 “I found I was eligible for CalFresh. So grateful for the help!” Vanessa Grove, Caller to 211 Review and Approve If you have no changes, please press “Confirm”. If you would like to make a change use the “Previous” button. “Cancel” will take you back to the welcome page. Gift split United Way of the Bay Area: $1000 Matched gift: $100 826 Valencia: $100 Habitat for Humanity: $100 Total: $1300 edit Pledge Type: Payroll Deduction Number of Pay Periods: 12 Number of Deductions: 12 Deduction per pay period: $108 edit John Donor 1352 Halibut Street Foster City, CA 94404 lshum@uwba.org 415-808-4268 edit STEP THREE: REVIEW AND APPROVE (TOP BAR) 1 3 Contribution Details My Profile Review and Approve 2 CANCELPREVIOUS CONFIRM ___
  15. 15. ePledge Redesign 15 Pledge Confirmation Print using the “Print” button below and save a copy for your records. Thank you for making an impact in the lives of many, many Bay Area families! Your support of poverty cutting programs in your neighborhood is appreciated by donors, volunteers and the working families who benefit. Please email me an acknowledgment of my contribution. Release my address to my designated nonprofit. Please email a confirmation of the pledge to the email address above. FINAL PLEDGE CONFIRMATION TO PRINT LOG OFFPRINT Gift split: United Way of the Bay Area: $800 Matched amount: $100 826 Valencia: $100 Habitat for Humanity: $100 Total: $1100 Reference Number: 45379872 Pledge Type: Payroll Deduction Number of Pay Periods: 12 Number of Deductions: 12 Deduction per pay period: $100 John Donor 1352 Halibut Street Foster City, CA 94404 lshum@uwba.org 415-808-4268 Communication Preferences “Thanks to donors like you, my child will have a better life.” Susan Hall, Community Schools
  16. 16. e-Pledge Redesign 16 EMAIL CONFIRMATION Suggestion: Use HTML in our brand template with an appropriate image. Display name, can it be Gift Processing? The subject line could say something like: “Thank you for your United Way pledge” open for review. Email confirmation is sent to the donor in plain text. It is possible to use HTML for this. We should consider styling the thank you and perhaps adding text that confirms that the donor’s money will be put to really good programs if they donated to United Way. Also the gifts should be listed with United Way Community Fund at the top, then the key areas, then any other designations. Thank you for your 2014 United Way ePledge Donation Dear John Donor, Thank you for your commitment and support by making your gift to the 2014 United Way Campaign. You are helping people like Angel Plascencia who recently had his taxes done at Earn It! Keep It! Save It! for free. Your pledge is summarized below for your 06/19/2014 transaction. Gift split: United Way of the Bay Area: $800 Matched amount: $100 826 Valencia: $100 Gift Processing
  17. 17. e-Pledge Redesign 17 Thank you page after logging off. Consider option to not log off yet but instead review history or other task associated with account. EPLEDGE THANK YOU SCREEN

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