Revision of Deck after discussion with programmers at Andar

1. 2014 CAMPAIGN ePLEDGE REDESIGN
UNITED WAY OF THE BAY AREA
“Intuitive design is how we give the user new superpowers.” Jared Spool

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. e-Pledge Redesign 3
EPLEDGE LOG IN SCREEN

4. e-Pledge Redesign 4
EPLEDGE WELCOME SCREEN

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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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