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Boundless Fundraising Mobile 5.0 Upgrade
August 14, 2019
What you need to know
• Mobile apps are being upgraded between August 15 – October 1
(note this applies to non-customized apps)
• Karla Castillo will be in contact you to confirm a few configuration options prior
to your mobile app upgrade
– Facebook Fundraiser (Blackbaud clients)
– SnapChat channel option
• Event programs without active events will not be upgraded until active events
are available. App submissions to iTunes requires an active event and login for
app verification
• If you have an app without active events, please notify Karla at
Kcastillo@charitydynamics.com to let us know when your event(s) will be live
so we can coordinate accordingly
2
3
Release Highlights
Design
• Color scheme has been updated to be
brighter and make greater use of white
• The background color of the mobile app
is no longer the primary color but
instead white
• Primary color is used for base features
and the secondary color is used for
highlighting a section or action features.
In this example, blue is the primary
color and green is the secondary color
• Redesigned the homepage to make
better use of space and modified the
progress meters to be horizontal
4
Highlights
• Mobile and Social apps are now compliant with
accessibility standards (WCAG 2.1)
• Incorporated Google Analytics event tracking on all
actions/buttons/links within the mobile and social
app in order to provide greater tracking on user
engagement.
• If a user logs into the mobile app, they stay logged
in for 24 hours. After 24 hours of no activity, their
session will expire. (Blackbaud and DonorDrive)
• Upgraded environment to provide increased
redundancy, improved scalability and better
balance of user traffic across server environment
for improved performance.
5
Facebook Fundraiser
• Facebook Fundraiser is now available in the mobile app
as a banner on the mobile homepage.
• For Rallybound the connection to Facebook Fundraiser is
using the direct integration via Boundless Fundraising.
• For Blackbaud LO the connection to Facebook Fundraiser
is using the productized Blackbaud integration. Only
customers using the productized version of the
integration can leverage this new feature.
The customized/professional services option are
currently not supported by default. However, we can
provide an estimate if you’d like this feature added.
6
Mobile App Rating
• Incorporated an app rating request to participants to
gather feedback for the App Stores – iTunes as well as
GooglePlay
7
Mobile Check Deposit
• Payor information (i.e. donor information) will now be
pulled off the check via image recognition so that the
participant/administrator does not have to key in that
information.
• When depositing a check there will be the option for
selecting from a Company or Individual donor option
so that the app displays either a single field for
company name or first and last name.
8
9
Send Messages
Channel selection
• With additional channels now being available, users
will have the ability to select which channels they
prefer to choose from so that only those relevant
channels are displayed when sending messages
– LinkedIn
– Twitter
– Facebook
– WhatsApp
– SMS
– Email
– SnapChat
10
Snapchat
• Snapchat is an additional channel that
can be enabled. By default it will be
disabled and must be enabled as part of
the 5.0 upgrade. If you do want to use
this channel it must be done as part of an
app update in the stores, so you need to
inform Karla before your mobile app is
upgraded
• Provides users the option to share
messages via pictures or videos.
• Snapchat content will be populated with
existing Twitter content by default and
can be modified.
11
Facebook
• When sharing a Facebook message, users will have the
option to share just content or have a video sharing
option as well.
• Messages will continue to use a preview of the URL
the link is going to – including image and content.
Note the preview is coming from the meta tags in the
pagewrapper.
12
LinkedIn
• When sharing messages via LinkedIn, users
will have the option to share a message to
their newsfeed or select one or more users
from their connections to send a private
LinkedIn message.
• A default image will no longer be shared
with the message, but rather a preview of
image/content from the URL that’s being
shared.
• Note, this is the same as Facebook where
the meta tags in the pagewrapper will
dictate what the preview will show.
13
WhatsApp
• WhatsApp is an additional channel
and will be enabled by default.
• WhatsApp content will be populated
with existing SMS content by default
and can be modified.
14
15
Blackbaud Luminate Features
Recent Activity
• Bell icon added to the top navigation
that highlights if there is recent activity
for the user that’s logged in
16
Update Goal
• Ability for participants to change their
fundraising goal
• Ability for team captains to change their
team fundraising goal
17
Edit Page
• Ability for participants to update their
personal page vanity url
• Ability for team captains to manage and
update their team page
• Ability for team captains to update their
team page vanity url
• Ability for team captains to share their
page via Facebook
18
Fundraise
• Ability for team captains to see team
donations and thank donors
• Ability for participants to enter cash
donations if TeamRaiser allows offline
donations to be enabled
19
Update Team Name
• Ability for team captains to update the
team name when managing their team
20
21
It’s a Wrap
Upcoming schedule
• Mobile app upgrades will occur between August 15 – October 1
– Contact Karla Castillo – kcastillo@charitydynamics.com for any
upgrade related questions or submit them via
http://support.boundlessfundraising.com.
• Q4 we will be releasing an Admin Portal to clients for content
management including messages and push notifications, we’ll host a
webinar to walk through the new tool and usage as we get closer
22
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Boundless Fundraising mobile 5.0 Upgrade

  • 1. 1 Boundless Fundraising Mobile 5.0 Upgrade August 14, 2019
  • 2. What you need to know • Mobile apps are being upgraded between August 15 – October 1 (note this applies to non-customized apps) • Karla Castillo will be in contact you to confirm a few configuration options prior to your mobile app upgrade – Facebook Fundraiser (Blackbaud clients) – SnapChat channel option • Event programs without active events will not be upgraded until active events are available. App submissions to iTunes requires an active event and login for app verification • If you have an app without active events, please notify Karla at Kcastillo@charitydynamics.com to let us know when your event(s) will be live so we can coordinate accordingly 2
  • 4. Design • Color scheme has been updated to be brighter and make greater use of white • The background color of the mobile app is no longer the primary color but instead white • Primary color is used for base features and the secondary color is used for highlighting a section or action features. In this example, blue is the primary color and green is the secondary color • Redesigned the homepage to make better use of space and modified the progress meters to be horizontal 4
  • 5. Highlights • Mobile and Social apps are now compliant with accessibility standards (WCAG 2.1) • Incorporated Google Analytics event tracking on all actions/buttons/links within the mobile and social app in order to provide greater tracking on user engagement. • If a user logs into the mobile app, they stay logged in for 24 hours. After 24 hours of no activity, their session will expire. (Blackbaud and DonorDrive) • Upgraded environment to provide increased redundancy, improved scalability and better balance of user traffic across server environment for improved performance. 5
  • 6. Facebook Fundraiser • Facebook Fundraiser is now available in the mobile app as a banner on the mobile homepage. • For Rallybound the connection to Facebook Fundraiser is using the direct integration via Boundless Fundraising. • For Blackbaud LO the connection to Facebook Fundraiser is using the productized Blackbaud integration. Only customers using the productized version of the integration can leverage this new feature. The customized/professional services option are currently not supported by default. However, we can provide an estimate if you’d like this feature added. 6
  • 7. Mobile App Rating • Incorporated an app rating request to participants to gather feedback for the App Stores – iTunes as well as GooglePlay 7
  • 8. Mobile Check Deposit • Payor information (i.e. donor information) will now be pulled off the check via image recognition so that the participant/administrator does not have to key in that information. • When depositing a check there will be the option for selecting from a Company or Individual donor option so that the app displays either a single field for company name or first and last name. 8
  • 10. Channel selection • With additional channels now being available, users will have the ability to select which channels they prefer to choose from so that only those relevant channels are displayed when sending messages – LinkedIn – Twitter – Facebook – WhatsApp – SMS – Email – SnapChat 10
  • 11. Snapchat • Snapchat is an additional channel that can be enabled. By default it will be disabled and must be enabled as part of the 5.0 upgrade. If you do want to use this channel it must be done as part of an app update in the stores, so you need to inform Karla before your mobile app is upgraded • Provides users the option to share messages via pictures or videos. • Snapchat content will be populated with existing Twitter content by default and can be modified. 11
  • 12. Facebook • When sharing a Facebook message, users will have the option to share just content or have a video sharing option as well. • Messages will continue to use a preview of the URL the link is going to – including image and content. Note the preview is coming from the meta tags in the pagewrapper. 12
  • 13. LinkedIn • When sharing messages via LinkedIn, users will have the option to share a message to their newsfeed or select one or more users from their connections to send a private LinkedIn message. • A default image will no longer be shared with the message, but rather a preview of image/content from the URL that’s being shared. • Note, this is the same as Facebook where the meta tags in the pagewrapper will dictate what the preview will show. 13
  • 14. WhatsApp • WhatsApp is an additional channel and will be enabled by default. • WhatsApp content will be populated with existing SMS content by default and can be modified. 14
  • 16. Recent Activity • Bell icon added to the top navigation that highlights if there is recent activity for the user that’s logged in 16
  • 17. Update Goal • Ability for participants to change their fundraising goal • Ability for team captains to change their team fundraising goal 17
  • 18. Edit Page • Ability for participants to update their personal page vanity url • Ability for team captains to manage and update their team page • Ability for team captains to update their team page vanity url • Ability for team captains to share their page via Facebook 18
  • 19. Fundraise • Ability for team captains to see team donations and thank donors • Ability for participants to enter cash donations if TeamRaiser allows offline donations to be enabled 19
  • 20. Update Team Name • Ability for team captains to update the team name when managing their team 20
  • 22. Upcoming schedule • Mobile app upgrades will occur between August 15 – October 1 – Contact Karla Castillo – kcastillo@charitydynamics.com for any upgrade related questions or submit them via http://support.boundlessfundraising.com. • Q4 we will be releasing an Admin Portal to clients for content management including messages and push notifications, we’ll host a webinar to walk through the new tool and usage as we get closer 22