Hero Sprint 1 Overview

In this deck, I overview what aspects of the Hero V1 Prototype should be incorporated into the first sprint.

Transcript

1. Hero Sprint 1 Log-In Admin Home Hero Site Builder Profile Settings Hero administrators
2. Hero Log-In Screen The log-in screen will allow the end user to enter their credentials to get into the Hero Admin technology. - Email - Password - Forgot Password - Log-In
3. enter email enter password Log In Email Password Forgot password? Log In
4. Hero Admin Home The admin home is the first screen the admin sees upon logging into the Hero platform. - Platform search bar & back - Support & Log out - Left nav with all options - Data visualization displays - This week/month/quarter/year - Platform search bar - Visual platform widgets
5. search donors, fundraisers, campaigns u n l e a s h y o u r f u n d r a i s i n g Settings Log out Support All donations All teams All registrants Profile & settings Hero administrators Hero Site Building Email engagement All campaigns Admin home Home All campaigns All donations All teams All registrants Hero administrators Profile and settings American World Organization This week This quarter This year This month 538 Donations 98 Monthly Givers $141,821 Raised Online 129 Registrants 23 Rejected Gifts not clickable in sprint 1 not clickable in sprint 1 not clickable in sprint 1 not clickable in sprint 1 not clickable in sprint 1
6. Hero Site Builder Clicking the Hero Site Builder widget will give the admin two options. #1: Edit an existing site - This pulls up a list of "All Campaigns" for the admin to select the site they want to edit. #2: Create a new site build - Then prompt the admin into the setup wizard to build their site. #3: All Hero Campaign Building features from the "Hero Campaign Builder" Prototypes to edit their sites through our no-code WYSIWYG CMS
7. Back Are you editing a site or building a new site? Edit an existing site Create a new site build
8. search donors, fundraisers, campaigns Campaign name Run the Rock Admin home American World Organization This week This quarter This year u n l e a s h y o u r f u n d r a i s i n g Home All campaigns All donations All teams All registrants Hero administrators Profile and settings Settings Log out Support This month 538 Donations 98 Monthly Givers $141,821 Raised Online 129 Registrants 23 Rejected Gifts Fundraising campaigns #2 #1 #3 $56,104 $24,786 $21,910 $19,453 673 donors 319 donors 348 donors 321 donors 198 registrants 74 registrants 142 registrants 201 registrants 234876901 283785802 432567764 987425461 $11,229 286 donors No registrants 027425461 Sight Savers Cape Hope 5k Shave for Kids Holiday giving Rank Raised #4 #5 Donors Registrants Campaign ID 07/24/2020 06/04/2020 08/13/2020 0722/2020 09/01/2020 Date created
9. Back Are you editing a site or building a new site? Edit an existing site Create a new site build
10. Do you want to create a new fundraising site, or copy over an existing fundraising site? Skip Next Back Create a new fundraising site Copy an existing fundraising site Setup new fundraising logic to customize your fundraising site. Edit & customize an already built fundraising site. C A M P A I G N B U I L D E R
11. Back P2P event fundraising Corporate partner fundraising Event fundraising site with many customizable supporter CTAs. Co-brand your site to engage your partner's employees and consumers. Donation campaign D.I.Y. fundraising program Create and customize your donation experience for supporters to give online. Empower your your supporters to create custom online fundraising pages. Digital website Create a site with customizable supporter CTAs to fit the initiative. Other Use the Hero Campaign Builder to bring any digital fundraising effort to life. Skip Next What type of digital fundraising site are you creating? C A M P A I G N B U I L D E R
12. Create a name for your new online campaign Back Skip Next Your digital fundraising campaign name C A M P A I G N B U I L D E R
13. Features suggested for a p2p event campaign. You can swap, delete, or edit at anytime as well. Participant registration Event fundraising thermometer Create and customize unlimited registration flows and types. Create and customize your fundraising goal displays. Personal & team fundraising Impact donation blocks Allow your supporters to create personal, and team fundraising pages. Create and customize suggested giving impact blocks with donation CTAs Additional digital fundraising features. You can swap, delete, or edit at anytime as well. Fundraiser waiver Multiple locations Customize or upload waiver content for your fundraisers to accept. Create and customize multiple event fundraising experiences. Add UTM tracking Automate communication Capture UTM parameters with donations to track source data. Customize fundraiser communication by scheduling automated triggers. Date & time of event Create an event fundraising start and end date for supporters. Templatize fundraising pages Create branded templates for your supporters to easily customize. Back Skip Next What do you need your digital fundraising site to do? C A M P A I G N B U I L D E R
14. Customize yourr campaign Back Let us get you started with pre-built campaigns Donate to fight cancer Raise it your way! Shave for Cures Create from scratch Acme employee challenge The Hero social impact team has built campaign styles that you can select to work off of and customize, or start from scratch K I S S G O O D B Y E T O M D S S T E P T E M B E R #KissGoodbyeToMDS How it works About us Leaderboards Resources S T E P T E M B E R Find a fundraiser Register Donate Login BE BRAVE WALK 100 MILES IN THE MONTH OF SEPTEMBER, R E G I S T E R N O W $ 6 4 6 , 2 4 9 R A I S E D T O D E F E A T M D S 9 , 9 4 2 P E O P L E B R A V E L Y S T E P P I N G SIGN UP SHARE WITH FRIENDS GET STEPPING! Sign up to walk or run in throughout the month of "Steptember" Create your fundraising page and raise funds through your network. Track your steps, distance, and active minutes as you compete virtually. W O R L D O R G A C M E C A R D A B O U T W O R L D O R G C E O M E S S A G E D O N A T E W E C A N S A V E the future A C M E C A R D D O N A T E T O D A Y A C M E C A R D T O T A L R A I S E D A C M E C A R D E M P L O Y E E G O A L $ 6 4 1 , 9 5 9 $ 1 , 0 0 0 , 0 0 0 W E C A N S A V E the future W O R L D O R G Choose a donation amount $25 One in two students are subjected to peer- to-peer violence. $10 Your donation will reach the children who need it most. $50 Children suffered over 4,000 grave rights violations. Enter a custom donation amount. Choose a donation amount Monthly One-time Checkout R A I S E Y O U R W A Y A B O U T W O R L D O R G F U N D R A I S I N G T I P S D O N A T E W E C A N S A V E the future F U N D R A I S E T O D A Y 5 3 , 9 1 4 F U N D R A I S E R S $ 4 , 0 1 6 , 8 9 4 D O L L A R S R A I S E D S H A V E F O R C U R E S A B O U T W O R L D O R G F U N D R A I S I N G T I P S D O N A T E W E C A N S A V E the future F U N D R A I S E T O D A Y F U N D R A I S I N G I D E A S Walk to fight cancer
15. Run the Rock - Kiss Goodbye to MDS C A M P A I G N B U I L D E R Section 2 - Edit Section 1 - Banner K I S S G O O D B Y E T O M D S How it works About us Leaderboards Resources S T E P T E M B E R Find a fundraiser Register Donate Login S T E P T E M B E R #KissGoodbyeToMDS BE BRAVE WALK 100 MILES IN THE MONTH OF SEPTEMBER, R E G I S T E R N O W $ 6 4 6 , 2 4 9 R A I S E D T O D E F E A T M D S 9 , 9 4 2 P E O P L E B R A V E L Y S T E P P I N G Layout Widgets Blocks Pages Settings Personal pages Team pages Fundraiser HUB Donate page
16. Hero Profile Screen The Hero Profile screen will allow the end-user to edit user details and Hero settings - documented in the "Admin Dashboard" prototype presentation. - Edit profile details - Edit organizational settings - Edit or add payment gateway(s) - Edit universal email template - Integration marketplace - Edit add billing information
17. search donors, fundraisers, campaigns u n l e a s h y o u r f u n d r a i s i n g Settings Log out Support Organization settings Payment gateway Universal email template All integrations Billing information Profile settings Admin home Home All campaigns All donations All teams All registrants Hero administrators Profile and settings Profile and settings Invite team members search other users
18. Hero Administrators The Hero Administrators section will enable the admin users to visualize what the super-users have given them access to + allows super-users to manage other admin access rights - documented in the "Hero Admin Dashboard" presentation. - Superusers manage admin rights - Non-superusers view access rights - Superusers will flexibly customize admin-level access - List of all admins with ability to drill down into each admin Note* - Open to a discussion of adding the Hero Administrator feature in V2 as I think we can win deals without this feature for the launch of the product. If we decided to hold off on this feature, this widget would just be a placeholder that doesn't do much for the admin.
19. search donors, fundraisers, campaigns 1 3 1 Hero help center 2 u n l e a s h y o u r f u n d r a i s i n g Administrative access A d m i n i s t r a t o r s N a m e E m a i l A c c e s s l e v e l D a t e j o i n e d Invite team members quick admin search A c c o u n t r o l e s Alexandra Delle Larry Regale Jenna Thames adelle@charity.org lregale@charity.org jthomas@charity.org Full access Data export Campaign creator 02/09/2014 12/14/2017 09/05/2016 Page 1 of 1 Dashboard homepage Donations Corporate fundraising Teams Registrants Hero administrators Account settings Admin dashboard Support A d d a n e w u s e r
20. search donors, fundraisers, campaigns Administrative access A d m i n i s t r a t o r s E m a i l A c c e s s l e v e l D a t e j o i n e d Invite team members quick search A c c o u n t r o l e s adelle@charity.org lregale@charity.org jthomas@charity.org Full access Data export Campaign creator 02/09/2014 12/14/2017 09/05/2016 1 3 1 Save access rights Reports Site configuration Donor relationships Emails Data exports Data imports Integrations Emails u n l e a s h y o u r f u n d r a i s i n g N a m e Alexandra Delle Larry Regale Jenna Thames Page 1 of 1 Dashboard homepage Donations Corporate fundraising Teams Registrants Hero administrators Account settings Admin dashboard Enable access to all campaigns #` 1. Campaigns Select campaign access Administrator access rights #2. Reports and configuration Define what access this administrator should have rights to Cycle for Cancer Acme Corp Employee Campaign Holiday Donate Kiss Goodbye to MDS Enable access to all configurations Select configuration access Raise your way Teams Refunds Billing Assets Support Hero help center 2