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Boundless fundraising 7.0 release notes

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The Boundless Fundraising® 7.0 Release is here and we’re ready to start upgrading clients this summer in preparation for the Fall event season.

Listen in as CEO Kathy Kempff walks through all the new features and functionality that’s included in the release that will help increase participant engagement and give a boost to your event for the coming season. Updates and new features include the following:

Frictionless login with facial recognition and touch ID support
Redesigned mobile homepage to improve usability
Increase gamification with configurable badges and 'What’s Next' tiles
Boundless Motion 2.0 with Fitbit and Garmin wearable integrations as well as enhanced Challenges to increase engagement and foster competition amongst your participants
Boundless Community integration and add on option
Boundless Solutions Admin Portal enabling clients to manage mobile configuration and content

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Boundless fundraising 7.0 release notes

  1. 1. © 2021 Charity Dynamics – Confidential & Proprietary Mobile App 7.0 Release June 3, 2021
  2. 2. TODAY’S AGENDA  Meet the Team  Client engagement  Mobile app 7.0 release  What’s Next
  3. 3. MEET Kathy Kempff Sr. Director Product & Engineering Andy Udovich CEO PRODUCT LEADERSHIP TEAM
  4. 4. MEET Karla Castillo Customer Care Team Lead Chay Bell Product Support Analyst Brenda Martinez Product Support Analyst CUSTOMER CARE TEAM
  5. 5. MEET Adam Kaye Technical Director David Pruitt Technical Operations Analyst PRODUCT TECHNICAL TEAM
  6. 6. CLIENT ENGAGEMENT PATHWAYS • Product Client – multi-event or large in terms of online revenue • Dedicated Charity Dynamics Project Manager and Customer Success Resource for ongoing management of product • Access to Customer Care Support for any product related questions • May or may not be using CD for Services ENTERPRISE CLIENT • Product Client – single-event or mid- size in terms of online revenue • Customer Care team escalation through Karla Castillo and Sandi Cooley (PMO Director) • Access to Customer Care Support for any product related questions • Not engaged with CD for Services SIGNATURE CLIENT
  7. 7. BOUNDLESS SOLUTIONS® Boundless Fundraising® • Mobile • Tablet • Social Boundless Life® Boundless Motion® Boundless Community® Boundless Check Deposit® • Participant • Admin Suite of products include:
  8. 8. PLATFORM INTEGRATIONS Boundless Fundraising > Mobile, Tablet, Social Boundless Check Deposit Boundless Motion Boundless Community Integrations to P2P platforms serving enterprise nonprofits Boundless Fundraising > Mobile, Tablet Boundless Check Deposit Boundless Motion + Activity Integration Boundless Community Boundless Fundraising > Mobile, Tablet, Social Boundless Check Deposit Boundless Motion + Activity Integration Boundless Community Boundless Fundraising > Mobile, Tablet Boundless Check Deposit Boundless Motion Boundless Community Note that features will vary by platform integration based on API’s available.
  9. 9. PRODUCT STRATEGY 1. Increase Participant Engagement 2. Increase Fundraising Impact 3. Client Enablement 4. Expand Mobile Apps Beyond P2P
  10. 10. 2021 PRODUCT ROADMAP Boundless Solutions Admin Portal Boundless Motion 2.0 Usability App Enhancements Boundless Community® Infrastructure Upgrade 7.0 Mobile App Upgrade Native app Development & UI Redesign Boundless Life® Q1 Q2 Q3 Q4
  11. 11. LOGIN MADE EASY • Added functionality to make login easier for participants – Note: Username/password still available • If the device has facial recognition capabilities, the user can click on the check box to enable face id, then the login with face id option is available in the future • If the device has touch id capabilities, the user use the thumbprint to login instead of using their username and password
  12. 12. ANNOUNCMENT SCREENS • Ability to configure announcement/disruption screens after a user is authenticated upon login but before going to the mobile homepage • Ability to include images, content and videos • Configurable to show up X days before/after or on event day • Can be by event program OR event OR participation type • Great use case is opening day ceremony video for those participating virtually
  13. 13. MOBILE HOMEPAGE • It’s all about gamification! • What’s Next Tile – Promoting what badge is the next badge to earn – Text prompt with call to action to earn badge – Ability to collapse tile – Ability to easily skip down to see all badges • Ability to disrupt what’s next badge prompt with sponsor message with CTA
  14. 14. NOTIFICATIONS • Ability to keep users up to date with their app activity and achievements • Notification bell top right corner alerting participants of badges earned, cheers given to you, challenges completed etc.
  15. 15. HOMEPAGE • My Progress • Recognition badges (LO only) • Individual Fundraising progress meter • CTA’s • Ask for Donations • Deposit checks (if applicable) • Edit Goal • Edit personal page/photo • Team Progress • Team Fundraising progress meter • Edit team page • Edit Team Goal • CTA – Recruit Team • Fundraising leaderboards • Event Details • Event name and date • Quick link to the event website
  16. 16. ACHIEVEMENTS • Badges • View badges earned in color • View badges that are unearned in grey • Fundraising badges • Mission badges (based on group membership – LO) • Challenges • View challenges earned in color • View challenges that are unearned in grey
  17. 17. NEW BADGE DESIGNS
  18. 18. STORIES & SOCIAL GALLERY • Stories • Inspire, motivate and connect with participants – ex: patient stories, survivor stories, fundraiser spotlights • Video/image, rich text editor • View other participants rating through “Likes” • Social Gallery integration
  19. 19. Activity • Activity • Individual activity progress meter • Edit goal • Team Activity • Team activity progress meter • Activity leaderboards • Edit goal • Total Activity • Activity related stats across the event
  20. 20. Corporate Sponsors • Sponsor tiers • Presenting • National • Local • Ability to interact with sponsor logo by tapping on it and triggering a lightbox • Option to include image, video or text as well as a CTA button going to an external site (ex: coupon code, exclusive discounts, etc.)
  21. 21. Push Notifications • Create push notification categories to enable users to opt-in/out of a type of message vs all push notification messages
  22. 22. TEAMS • Team page management • Page update/image update • Team name • Team interaction • Cheers team members • Chat with other team members via Community • Chat with team via community • Text team members (team captains only- integration add on required)
  23. 23. ACTIVITY TRACKING • My Activity • View activity • Resync option more prominently displayed • Team Activity • Ability to cheers on teammates • View other team members challenges achieved • Chat with team via Community • New Integrations • Garmin • Fitbit • Enhance logic to incorporate both pedometer + GPS location resulting in more accurate tracking Boundless Motion Add-on License
  24. 24. CHALLENGES • View Challenges • Active, Available, Upcoming • Allow users to opt-in to a challenge or be default opt-in • View all achieved challenges • Interactivity within the challenge • Corporate sponsor opportunity • Social sharing for joined or achieved challenges • Challenges can be for the event program, event or by participation type • Self reported challenges –such as wrote in gratitude journal Boundless Motion Add-on License
  25. 25. • Create a mobile forum for participants to connect with other participants to maximize engagement within our virtual or hybrid event • Allow participants to connect with other like- minded participants across the event program or event, team or direct message another participant BOUNDLESS COMMUNITY® Boundless Community Add-on License
  26. 26. BOUNDLESS COMMUNITY® • Privacy configuration for users to opt-in to the community and decide what’s public and what information is shared • Ability for administrators to monitor community interaction and remove posts • Artificial intelligence to manage offensive messages • Participants can create topics within a segment for others to interact with OR they can direct message another participant • Users can comment on existing posts using text, emojis, images or video or in a more passive way such as likes
  27. 27. WHAT’S NEXT?
  28. 28. • Boundless Solutions Admin Portal is now live • On Demand Training is available • Questions can be submitted to our Customer Care team via our Support desk • Need additional 1-1 guidance, strategy or implementation? Our Services team can partner with you to help maximize your mobile app • Implementation – including push notifications, badges, messages, etc. • Strategy and copywriting • Training MANAGING MOBILE APP
  29. 29. • Ability to allow users to self-check in on event day using either QR codes or geolocation from their device if they’re near the event • Ability for team captains to check-in other team members or parent registrations to check in child registrations • As events open up a touchless experience will be needed • Available for Fall 2021 BOUNDLESS EXPERIENCE® Boundless Experience Add-on License
  30. 30. QUESTIONS?

The Boundless Fundraising® 7.0 Release is here and we’re ready to start upgrading clients this summer in preparation for the Fall event season. Listen in as CEO Kathy Kempff walks through all the new features and functionality that’s included in the release that will help increase participant engagement and give a boost to your event for the coming season. Updates and new features include the following: Frictionless login with facial recognition and touch ID support Redesigned mobile homepage to improve usability Increase gamification with configurable badges and 'What’s Next' tiles Boundless Motion 2.0 with Fitbit and Garmin wearable integrations as well as enhanced Challenges to increase engagement and foster competition amongst your participants Boundless Community integration and add on option Boundless Solutions Admin Portal enabling clients to manage mobile configuration and content

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