The document outlines the release and features of Charity Dynamics' mobile app version 7.0, scheduled for June 3, 2021, detailing updates aimed at enhancing user engagement and fundraising capabilities. Key features include improved login options, gamification elements, enhanced activity tracking, community interaction tools, and streamlined event management functionalities designed for both participants and administrators. The document also discusses the product roadmap and various support resources available for clients, along with options for integrating corporate sponsor opportunities.

1. © 2021 Charity Dynamics – Confidential & Proprietary
Mobile App 7.0 Release
June 3, 2021

2. TODAY’S AGENDA
 Meet the Team
 Client engagement
 Mobile app 7.0 release
 What’s Next

3. MEET
Kathy Kempff
Sr. Director Product
& Engineering
Andy Udovich
CEO
PRODUCT LEADERSHIP TEAM

4. MEET
Karla Castillo
Customer Care Team Lead
Chay Bell
Product Support Analyst
Brenda Martinez
Product Support Analyst
CUSTOMER CARE TEAM

5. MEET
Adam Kaye
Technical Director
David Pruitt
Technical Operations
Analyst
PRODUCT TECHNICAL TEAM

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. BOUNDLESS SOLUTIONS®
Boundless Fundraising®
• Mobile
• Tablet
• Social
Boundless Life®
Boundless Motion®
Boundless Community®
Boundless Check Deposit®
• Participant
• Admin
Suite of products include:

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. PRODUCT STRATEGY
1. Increase Participant Engagement
2. Increase Fundraising Impact
3. Client Enablement
4. Expand Mobile Apps Beyond P2P

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. 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. 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. 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. 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. 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. 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. NEW BADGE DESIGNS

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. 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. 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. Push Notifications
• Create push notification categories to
enable users to opt-in/out of a type of
message vs all push notification messages

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. 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. 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. • 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. 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

28. WHAT’S NEXT?

29. • 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

30. • 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

31. QUESTIONS?