How can we help?

Blog

September 23, 2020

New and Exciting!

NeonCRM Fundraisers Sync
Donation recipient is now synced to NeonCRM's fundraiser field! This also applies to all active NeonCRM integrations already configured.

New Fundraiser Endurance Tasks
Administrators can now add "Update endurance goal", "Log endurance activity", and "Connect endurance integration" as fundraiser task list items, under Fundraising > Task List. These new tasks are visible and toggle-able (disabled by default) in all Rallybound instances, but will only be displayed to fundraisers if there is an active Endurance Challenge on the campaign.

Configure Endurance Duration Display
Administrators can now choose how to display duration for endurance progress throughout their site. Choose from:

  • Duration (e.g., 1:30) — default
  • Minutes (e.g., 90)
  • Hours (e.g., 1.5)
  • Hours and Minutes (e.g., 1h 30m)

Improvements

  • Our Credomatic integration now supports international currencies SVC, GTQ, NIO, HNL.

Fixed

  • Fixed a bug that caused entities to not be displayed properly when adding access to entities in the individual Administrator user permissions popup.

  • The Endurance Challenges Admin interface now show child entities as inheriting from the parent before anything has been configured. In order to configure a challenge on an entity, first override the parent configuration.

Upcoming

  • CRM sync records that were synced again will be hidden from the CRM logs grid by default.
  • Campaigns that are using standard templates will be able to change the site fonts via Site Builder.
  • The Rallybound logo in the footer of campaign sites will be changed to white on standard templates.
September 16, 2020

Improvements

  • The default distance metric has been changed to miles.

Fixed

  • The connected social accounts column has been removed from the Fundraisers with Donations report.
  • Fixed a bug that prevented the uploading of PDF files through the link modal in the front-end text editor.

  • Fixed a bug that was causing fundraisers' custom URLs to be removed.

  • Fixed an issue that caused some error messages not to show correctly in the Profile section.
  • Name fields now require a value when updating in the profile section.

  • Endurance placeholders are now hidden from the placeholder popup for custom automated emails when the selected trigger is not an endurance trigger.
  • Strava activities that are toggled from public to private and back again now show up correctly in the user's activity log in their Rallybound dashboard.

  • Fixed a bug that prevented fundraisers from deleting videos from the media module (legacy).

Upcoming

  • Donation recipient will begin to be synced to NeonCRM's fundraiser field.
  • New endurance tasks will be added to the fundraiser task list.
September 9, 2020

New and Exciting! 

Summary Letter
Organizations can now make available yearly summary letters donors can download for each year in which they have donation activity. The summary letter includes an editable term, a list of transactions, and totals. Administrators can edit the term in the Admin, under Forms > Customize (on the Org entity). Donors can download the summary letter from their transactions list in the donor portal. To enable this feature, please contact us.

Improvements

  • Donors can now download CSV reports of their transactions from the donor portal.
  • Implemented some design improvements to the role registration flow:

    1. The header is now fixed to the top of the screen, as is the footer in certain screens.
    2. Dropdown fields that are at the bottom of the page now open correctly within the window.
    3. Some buttons have been moved around on mobile to increase visibility.
  • We've released a new Rallybound Apex Sync Package (Apex 2.41) which includes minor bug fixes and maintenance updates. Upgrade at your earliest convenience via login.salesforce.com/packaging/installPackage.apexp?p0=04t3a000001ugvo.
  • The PayPal button can now be hidden from the donation page when a non-default currency is selected. Please contact us to configure this.

  • The donor cover fees amount is now excluded from effective amount in Show Your Match campaigns.

Fixed

  • Added 9/12: Fixed an error on administrator login. 

  • In the Endurance Activities report, Activity Type column name has been changed from "Name" to "Type".

  • Fixed a bug that caused the Endurance Activities report to return an error when there are multiple Endurance Challenges in the entity hierarchy.

September 2, 2020

Improvements

  • The endurance leaderboard widget now displays top teams alongside top participants.

  • Google Pay now appears on embedded donation forms for Rallybound's V2 embed code, and when supported by both the configured processor and the user's browser.
  • Salesforce logs in integrations tab now includes all sync records, not just failed syncs.

Fixed

  • Fixed a bug that caused column titles to not be aligned with the grid columns in some scenarios.
  • The new endurance column title in the Registrants and Teams grids now displays the metric (miles/km) instead of "Distance".
  • Fixed a bug that prevented the action menu on the endurance activity log from opening when accessing on mobile.
  • Fixed a bug that prevented users from adding videos to the (legacy) fundraising page media module.

Upcoming

  • Donors will be able to download CSV reports of their transactions from the donor portal.

August 26, 2020

New and Exciting!

Neon Single Sign On (from 8/22 release)
We've migrated our administrator account management to NeonSSO. Upon release, all administrators will need to create their NeonSSO account, and going forward all logins will be through NeonSSO.
As one of the many benefits of NeonSSO, organizations can now require multi-factor authentication for their administrator accounts, which dramatically increases the security of their data and campaign sites. Please contact us to set this up for your organization.
Click here to learn more about this update.

Strava Integration
Administrators can now configure Endurance Challenges to allow fundraisers to import activities from Strava. This is managed in the Admin, under Fundraising > Endurance Challenges > on the admin-created challenge. Click here to learn more about this integration.

Improvements

  • Payment date has been added to the payment liquid object, with the placeholder Payment.Date.
  • The last four digits of credit card or bank account is now displayed for the billing payment method when an alternate gateway is configured on a campaign.

Fixed

  • Fixed a recently introduced bug that caused Site Builder to be broken on certain browser versions.

  • Fixed the image uploader display in various locations on select templates and standalone pages.

  • Fixed a bug that caused the default amount to display on the endurance trigger of units logged regardless of the saved amount.
  • The fundraiser feed date circle is now left-aligned with the rest of the fundraising page elements.
  • Fixed a bug that prevented fundraisers from sending multiple team invites from the dashboard without reloading the page.

  • Fixed an issue that prevented sandbox Salesforce accounts to be added to a campaign.

  • Fixed an issue that prevented PayPal transactions from completing properly.

Upcoming

  • The endurance leaderboard widget will display top teams alongside top participants.

August 22, 2020

New and Exciting!

Neon Single Sign On
We've migrated our administrator account management to NeonSSO. Upon release, all administrators will need to create their NeonSSO account, and going forward all logins will be through NeonSSO.
As one of the many benefits of NeonSSO, organizations can now require multi-factor authentication for their administrator accounts, which dramatically increases the security of their data and campaign sites. Please contact us to set this up for your organization.
Click here to learn more about this update.

Upcoming

  • Administrators will be able to allow fundraisers to import endurance activities from a connected Strava account.
  • The endurance leaderboard widget will display top teams alongside top participants.

August 19, 2020

New and Exciting!

Credit Card Field Improvements

  • Credit card type is now displayed in the credit card number field as the user types their credit card number.
  • Spaces are automatically added as appropriate as the user types their credit card number.

Improvements

  • The registration endurance goal field and fundraising page endurance progress widget title can now be renamed without renaming the associated challenge. Please contact us to make changes like these.

Fixed

  • Campaigns without URL's will no longer show the icon to open website in the Admin.
  • Updated "1.0m" to "1m" to represent 1,000,000 in various places in the system.

Upcoming

  • Our upcoming NeonSSO migration is scheduled for 8/22. Click here to learn all about the migration.
  • Administrators will be able to allow fundraisers to import endurance activities from a connected Strava account.
  • The endurance leaderboard widget will display top teams alongside top participants.

August 12, 2020

New and Exciting

Endurance Triggers
Administrators can now create custom emails to be sent based on endurance progress, when the participant has—

  1. reached a specified percent of their endurance goal (e.g., 100%)
  2. completed a specified number of endurance units (e.g., 15 miles)
  3. logged a specified number of activities (e.g., 5)

If a challenge is configured on the campaign, an email can be created in the Email > Automated Emails tab, by clicking "Add Custom Email". Click here to learn more.

Improvements

  • The progress bar on Template 3 has been updated to support endurance challenges (and it also looks a bit cooler!).

  • Scheduled reports can be configured to not be sent if they don't contain data.

  • Salesforce connections can now be refreshed by clicking "Reconnect" on the connection record in the Admin, under Organization > Integrations.
  • Champion campaign end date can now be cleared by the champion fundraiser who created the campaign.

Fixed

  • Fixed a bug that caused Donation IDs to not display properly in the Salesforce logs grid.

  • Fixed a design bug when mixing the beta "Flat" donation design and the Show Your Match feature.
  • Updated "1.0m" to "1m" to represent 1,000,000 in various places in the system.

Upcoming

  • Credit card type will be displayed in the credit card number field as the user types their credit card number.
  • Donors will be able to download CSV reports of their transactions from the donor portal.

August 5, 2020

Sunsets

  • Acceptiva payment processor is no longer supported.

Improvements

  • Donation count triggers can now be limited by donation amount. For example, a badge can be awarded to a fundraiser who received 10 donations of at least $100 each.
  • The {{Donation.Recurring_Upgrade_URL}} placeholder, which returns the recurring plan upgrade link, has been added to recurring auto responders.
  • Page Access column has been added to registrant reports to indicate the page access status of individual fundraising pages.
  • Removed server-side mobile detection to improve site performance. Campaign sites may be affected.
  • Moved the endurance widget on fundraising pages to be below the fundraising progress widget.
  • Increased the character limit for the sponsor URL field to 255 characters.

Fixed

  • Fixed an issue that was causing daily recurring plans to be created in Salesforce as annual plans. Click here for more details.

  • The Default State field has been moved from Fundraising > Advanced to Forms > Advanced. The associated permission has also been updated correspondingly.

  • The option to post an endurance activity to the fundraiser feed no longer shows when fundraiser feed is not enabled.

  • Redesigned the buttons on the endurance activity delete lightbox.

  • Fixed a display issue with the new "Progress Bars - Advanced" homepage widget.
  • The "Is_Active" attribute has been hidden from the challenge section in the placeholder popup.

Upcoming

  • Donors will be able to download CSV reports of their transactions from the donor portal.

  • Administrators will be able to create custom automated emails based on endurance progress.
July 29, 2020

Improvements

  • Donors can now update their payment method's expiration date when prompted to update billing information for a saved method.

  • We now send Rallybound's invoice ID to PayPal for PayPal transactions.

Fixed

  • Made some minor design improvements to the user profile section.

  • Fixed a bug that caused registration settings to be hidden from the Admin for memorial campaigns.

  • Fixed a bug that caused payment tokens to not be stored when attempting to retokenize a payment method.

  • Recommitment can now be initiated from the Registrants report.
  • Fixed various issues with the "Various - Facebook ID" term in the Admin.

  • We've updated various locations to display the campaign's default currency correctly (when not set to USD).

Upcoming

  • Donors will be able to download CSV reports of their transactions from the donor portal.

  • The Registrants reports will be updated to include a new Page Access column.

July 22, 2020

New and Exciting!

New Champion Trigger
Automated emails scheduled to be sent relative to the end date of a champion campaign can now be sent to champion fundraisers. Please contact us to set this up.

Improvements

  • Added pagination to many fundraiser and team lists across the system.

Fixed

  • An overlay that was covering some Admin interfaces has been removed.
  • Team cards displayed on the platform now display the team page's banner image.

July 15, 2020

New and Exciting!

Endurance Challenges
Introducing Endurance Challenges! Create a challenge like a walk, run, ride, a general fitness challenge, or creative challenges like a readathon! Administrators can configure challenges in the new "Challenges" sub-tab in the Fundraising section on any entity level in the Admin. Fundraisers can participate by logging activities in the challenge tab of their dashboard. Site visitors can follow the progress of fundraisers, teams, and campaigns with new widgets designed to fit right in to your existing template! To learn more about this exciting new feature, please click here.

Improvements

  • Recurring plan charge failure responses received from payment processors have been added to recurring reports.

Fixed

  • The reCAPTCHA challenge has been added to the payment method retokenize lightbox when applicable.

  • Fixed an issue introduced in last week's release that caused the progress widget to be hidden on fundraising pages when accessing from a mobile device.
  • Reverted an update released last week that expires the admin authorization whenever the browser session is ended. Now authorization will again be set to expire after one hour of inactivity.

  • Fixed an issue that caused registrations not to sync to NeonCRM.
July 8, 2020

Improvements

  • The login email field now presents the email-oriented keyboard on supported mobile devices.

  • Updated wording of the refund and convert registration confirmation dialogue popups for clarity.

  • On the team fundraising page, the member list cards have been redesigned when viewing on mobile.

  • Credomatic is now a supported payment processor.

Fixed

  • Fixed a bug that caused auto-admin logout to be inconsistent in different interfaces. Now, admin authorization always expires whenever the browser session is ended.

  • A permission item has been added for recurring options under the Forms category.

  • Fixed a bug that caused a donation error if the donation message had just under 1,000 characters and included special characters.

  • Making role registration updates is now correctly reflected in the member's last-modified field.

  • Allow multiple integrations to the same Salesforce organization for different users.

Upcoming

  • Endurance Challenges! Administrators will be able to create endurance challenges that fundraisers can participate in by setting goals and logging activity towards those goals.
June 24, 2020

New and Improved!

CRM Connections
We've made some significant changes to how integrations are accessed in the Admin:

  1. CRM connections are now separate from CRM settings: connections are made on the organization-level once, and then applied variously — with applicable settings — to entities within the entity system.
  2. CRM connections are created in a new sub-tab under the top-level "Organization" tab in the Admin.
  3. Administrators can view and manage CRM connections in the same location, where administrators can view connection details, CRM sync logs (moved from the previous location in the entity system), and a list of campaigns that use that particular connection.
  4. When adding a Salesforce integration on an entity (under System > Integrations), instead of creating a new connection, the administrator chooses to apply an existing connection to that entity.
  5. The Google Analytics integration has been moved to the entity system and can be applied to multiple campaigns at once through the inheritance system.

Improvements

  • Newly created PDF Receipts filenames now reflect the PDF serial number.
  • PDF Filename column has been added to Transactions reports.
  • It is now possible to add and edit a CRM value to custom dropdown and multi-select field options. Please contact us to enable this feature. Note: this feature is primarily useful for instances in which a CRM integration is configured and custom mapping is enabled.
  • The "Mobile Logo" section title in the Media Library has been changed to just "Logo" to reflect its more varied applications. To learn more, click here.

Fixed

  • Fixed a bug that sometimes ignored security roles assigned to group entities (excluding org and campaign entities). Note: if different security roles are applied to multiple direct parents of a single campaign or entity, the permissions of those roles are aggregated so that the administrator has the most expansive permissions from the combination of the assigned roles.
  • Implemented an update that requires at least one recurring interval option to be selected.
  • Fixed a bug that prevented administrators from creating accounts for donors in certain situations.
  • Fixed a bug that caused fundraiser and team profile images to not be returned properly via the API.

  • Fixed some display issues in Site Builder.
  • Fixed a display issue with how large donation amounts are displayed in the Recent Donations widget.
  • Fixed a recently introduced bug that presented a generic error (instead of a more specific one) when entering an existing email into the Quick Registration form.
  • Corrected an issue that caused Salesforce email opt out sync to fail for campaigns configured to match by email and exact first and last name.

June 17, 2020

Improvements

  • Registrants who started registration but did not complete role selection can now pick up where they left off by signing in through the register page for a more intuitive returning user flow.

  • We've made slight design improvements to the change payment method lightbox available in the donor portal.

Fixed

  • Fixed some display issues with payment fields on mobile.

  • Fixed a recently introduced bug in the API causing some custom "true/false" fields to be returned as "null".

Upcoming

  • Administrators will be able to add, view, and manage CRM connections in a new sub-tab under the top-level "Organization" tab in the Admin. CRM logs will be moved to that location as well.
  • Transactions reports will include a new PDF Filename column.