Number of updates to the fundraising onboarding process, based on feedback from early adopters.
- Makes a number of improvements to the Scholar Page Overview Dashboard; namely:
- Enables sorting for the Name, Amount Raised, Supporters Engaged, and Published? columns.
- Enables auto-sorting by most-raised to least-raised in default view.
- Allows for downloading report data as a CSV file.
- Allows for filtering of ScholarPage records by a specified date range. This filtering will show only those pages which were created within the specified date range.
- Adds a new video to the EnrollmentPortal.
- Adds a default EnrollmentPortal video and ability to manage this at the server-level.
- Adds the ability to set and manage EnrollmentPortal Videos (via YouTube) as a Program Admin or SuperUser via the Program Admin Dashboard.
- Displays the uploaded video on the EnrollmentPortal (when present).
- Fundraising Participation Questions added to SignUp Form
- Adds new questions to EnrollmentPortal SignUp form relating to the user's willingness to participate in the prescribed fundraising process.
- Adds answers to SignUp questions to the "Show" view on the Sign Ups dashboard.
- Updates to ScholarPage Editor:
- Simplifies the overall user interface for building a page for Scholars.
- Removes the Campaign Settings and Page Settings sections.
- Adds a new Advanced Settings section of the editor which contains the form inputs which were previously contained in the Campaign Settings and Page Settings sections.
- Ensures that the new Advanced Settings section is only viewable/editable by SuperUsers and ProgramAdmin.
- Improvements and enhancements to our Onboarding Quest and Task system.
- Ability to use custom CTA for Tasks instead of "Learn More" (default if none provided)
- Ability to use :put actions directly from Task's CTA Link (e.g., ability to publish page directly from task).
- Allows for CTA link directly when no Task description is present.
- Updates Scholar Dashboard with a new interface notifying the user of their new Onboarding Checklist (if present).
- Adds Scholar Onboarding Checklist for new ScholarPage Fundraisers.
- Adds a SuperUser-only Onboarding Report to provide data around onboarding progression and time to complete the onboarding checklist for our ScholarPage fundraisers.
- Updates Scholar Invites to be a SuperUser-only feature to constrain new user signup/onboarding workflows to the Enrollment Portal SignUp process.
- Prevents onboarding tours (i.e., "tooltips") from being displayed when using a small-screen device. This primarily maps to mobile devices (e.g., phones), but is specifically mapped to screens ≤ 480px.
- Minor improvements to SignUp form UX.