Introducing RallyUp 2.0 Webinar

Hello, everybody. Welcome to our RallyUp two point zero webinar. We’re really excited about today’s presentation. All right, we have a good group. It’s exciting. We haven’t done one of these in a while. Alright. Well, welcome everybody. We’re really excited that you’re here. We have some really fun new features to talk about today, and think you’re really gonna love what we’ve been working on. So whether you’re new to RallyUp, whether you’re an existing customer and have been with us for a while, you’ll definitely hopefully be excited about what we have to share because I know that people have been requesting these features. So we’ll go ahead and get started. And this is being recorded, so we’ll follow-up with a recording after the at some point so you can reference this. All right. So what we’re gonna be covering today. First, we’re gonna talk a little bit about what’s new, what RallyUp two point zero is all about. Then we’re gonna do a bit of a deep dive into what is new. So our gala and events features, our stacked fundraising, and then we’ll have some time for questions and answers at the end. If you do have any questions throughout this conversation, feel free to put those. I think you can put them in the chat, but the q and a is a little bit better because it it organizes things. So feel free to put those in there and we’ll address them at the end of the webinar. So let me introduce our team. I’m Katie. I lead our sales team here at RallyUp. I work with customers. I’m sure a lot of you on the call have met with me before, but I know that you all have been requesting these features. So I’m excited to hear feedback and see what you all have to say. We also also have Ashley who is the director of our services team. They create very snazzy campaigns for different organizations and help review campaigns before they go live to make sure they’re set up the exact way that you all want them to be. We also have Katie Wyatt who is our senior technical writer and she also is the star of our how to videos on YouTube. Alright. Let’s get moving into a high level overview of what’s new. So RallyUp two point o is really built around two things. One being stacked fundraising and the other being our Gala and events features. So we really wanted to take, professional fundraising and put it into one easy platform. So with stacked fundraising, we did a, user interface design, which basically means it’s easier for you to navigate and set up a campaign. We also added new stackable components where you can simply select the fundraising component that you want to run and add them to your campaign stack. Lastly, we introduced some new campaign functionality, and we’ll go into that in a little bit more depth here shortly. For our gala and events features, this is really our brand new in person fundraising solution. Features that we haven’t had before, whether that’s running a gala, running a luncheon, a golf event, pretty much any fundraiser that you wanna run-in person, you can do it on RallyUp now. It’s a big competitor to platforms like OneCause, GiveSmart, and any other events platforms. Go to the next slide. Alright. So stacked fundraising. This is really the full menu of everything that’s available on RallyUp and there’s a lot. Some of these things you have probably seen on our platform before, like raffles and, sweepstakes, crowdfunding, online auctions. But the key piece to this is that you can stack all of these components into one campaign or keep them as a more solo, simple raffle. This is what allows you to run a full event with a, you know, event ticketing, a raffle in person, a live auction, and you are able to stack all of those different components into one campaign, one experience for your donors to really make everything go much smoother. Let me move to our gala and events features. So again, this is our full person, full in person event solution, and it covers everything from the moment someone wants to buy a ticket to the moment they check out at the end of the night. So starts with the ticketing and pre registration, which allows guests to be able to one, purchase their ticket and two, get ready for in person giving. Then we have QR code check-in, which makes the check-in process very straightforward. Event balances and automatic checkout is, I think, the real game changer here because it allows people to not have to have long checkout lines at an event. And instead, you can simply charge balances or send checkout emails. Live auctions, silent auctions, fund any, paddle raise, those are all components of, you know, when people are actually making gifts in person that Ashley will go into a little bit deeper on. And then lastly, we have our new live display which allows you to really engage with your guests in person and give them real time updates on their giving, what the fundraiser has raised and so on. All right, I’m now going to pass it over to Ashley, who is going to do a bit more of a deep dive into our live events features, and we’ll go from there. Thanks, Katie. That was a great overview. And now I would like to take a closer look at some of those newest and the most exciting features and improvements to the fundraising stack, specifically around galas and live auctions and other in person events that your organization may host. A lot of times this is going to be like your big annual event, but a lot of organizations do have, depending on the audience you work with, a lot of in person events throughout the year as well. So we want to make sure you have all of the tools necessary no matter what type of event it is. We are going to start with ticketing and registration. And with this, you have a lot of flexibility, and that is what I want to stress here. Because not only do you have individual tickets, but you also have group packages. So if you’re looking to sell tables for your gala or you’re looking to sell sponsorships that include tickets to different things, it is a really great way to keep everything all in one place. On top of that, when people purchase their tickets, they can get a QR code with their ticket so that your team can actually scan them at the event when they arrive to make sure that, of course, that they bought their ticket and that you have all of their information ready to go. On top of that, they’ll also be assigned a donor number to participate in your in person events for the event balances, which we’ll take a look at shortly. We also now have, this is one of the newer features, free tickets, meaning when you create a ticketed registration, you can also have a registration that is completely free, say, if you need to collect volunteer registrations for your event or you want people to be able to make certain selections or add different goodies to the tickets that they’re already buying. We’ve seen a lot of organizations use this recently to collect information on in kind donations, so finding out what auction items they’d like to submit or what services that they would like to provide for your event. And then if you do not need to sell tickets or you do not need to really have a full registration process, we also have pre registration, which will be a quick and simple way for people to register to participate in your in person event. And we’ll take a look at that as well. Next, we do have the running donor balances that I talked about a little bit earlier, and it’s really quite similar to a tab that you would have at a restaurant or a bar where items can be added to a donor’s tab throughout your event. And then at the end of your event, they can either be checked out automatically based on the card they’ve already saved on file, or they can be sent an invoice for a checkout through email. The flexibility on those tabs is really, really cool because it can add anything you like, even from live auction bids to a thon pledges. Maybe you’re running an a thon and people didn’t make their pledges ahead of time. Your team can walk around your event and ask people, hey, do you wanna make a per mile or a per lap pledge in the moment when they’re actually seeing the action take place at your swimathon or at your jogathon, mathathon, whatever it may be. And then of course, we will take a look at that live auction and paddle raise. Live auctions have been requested for so long, and I’m telling you, it is so super snazzy the way it works. You can have both your live auction and your silent auction. You’ll be able to highlight different items, whether it’s on a live display at your event or on your fundraising page for virtual attendees who can’t be there in person. I know that sounds like a lot and I know it sounds great, but what does it actually look like? We’re gonna take a look together now. All right. Now you can let me know if the, evening of giving is too small on your screen or not. I can always zoom in again. But for right now, we are going to take a look at the initial ticketing portion. Now with this, like I said, you can have all different types of tickets on your event. And I do know that some people may be a little nervous thinking about this, Oh, it’s RallyUp two point zero. Is this going to be a whole new system that I need to learn? And the good news is, no, we can take a look right here and see this is still the RallyUp that you know and that you love, and it’s just going to be new and improved with cooler features. I’ll zoom in and out a bit as we go through the different events. I know right now you’re pretty much just looking at the banner. But if we do scroll down, you’ll see we still have all of our different activities on here. And then we do have some of our main features still on here. So you’ll still have your sponsors, you’ll still have your organization profile. But if we check out our event tickets, you’ll see we do now have And the group and table packages, it has been out for a while, but it’s gotten better and better as we’ve gone along. With your ticketing, you can have as many different types of tickets as you’d like. You can see here we have our standard admission as well as our VIP admission. And then we do have some table packages here as well, where I can purchase a whole table at once, and it will give me eight standard tickets included. If I add a ticket to my cart, you’ll see here if I go to checkout, it’s always going to ask for my name and email address so that I can receive my receipt. I’ve already saved mine in here, and I’ll have my normal donation preferences. But when we get to the tickets themselves, we’ll see that we can collect different information for each person attending. We can put in let’s see. I’m going to put my name in here. I’m going to go to this event, and I’m going to put in my email address so that I can receive my QR code ticket. Now you’ll see this one, if I put more than one ticket in my cart, I can put email addresses in for everyone so that their QR codes go right to them, or I can let those individuals submit their own information after the fact. Now I am going to make my dinner choice, move along, and then once all of these are purchased, your organization will be able to see the choices everyone made when purchasing their tickets. With that, additionally, I’m going to leave the checkout here, everyone who buys a ticket will receive a donor number, and that is how your team will be able to add things to someone’s tab throughout the night. So if we zoom in here, you’ll see right now I have five people signed up for this event. They’ve all been given a donor number, and that is how I will manage their tabs throughout the event. Now, one thing I do want to note is that you do not necessarily need to have all of those ticket types. You can keep it very, very simple. So what I would like to show you is, say you’re not having such a complex event, you just want to use RallyUp for your live option or for your silent option, and you need people to register ahead of time to participate. You’ll see on this page here, we have nowhere near as many items here. We just have our auction and a Power Raise enabled, and we have pre registration. This allows people easily create an account and save their payment information without making any purchase at all so that they are ready to participate when they get to your event without having to do anything in the moment. They’re not going to have to pull out their wallet and put in their credit card information. It’s all done ahead of time so they can focus on the excitement of the event itself. Now, if we go back to our main one here, you’ll also notice we do now have this really cool live auction button. And what we have changed is in the past, you’ve only been able to have really the online bidding. And, of course, you have QR codes for all your different Oh, it’s like, actually might have have her Internet cut out. Hold on one second. I’m going to pull this up on my screen. Ashley’s computer crashed, and she’ll be right back. In the meantime, Katie and Katie will stretch for you. Yeah. Here. I’ll I can go ahead and share my screen and kinda get back into where Ashley was. Let me do that here. At least you guys know that this is live. We couldn’t plan for that. Alright. Let’s see. So this is the campaign that she was on and I think she was just about to go into our the new live auction functionality. So there’s kind of two parts to this. In a, you know, public donor facing campaign, anybody, you can enable donors and guests to see this live auction button. And this is where you can really highlight anything that you want, whether it’s a live auction item and you want people to be able to place a bid at home when they’re not participating at the in person event. Or they could participate in a paddle race that you’re having, you know, at your in person event and maybe someone’s stuck at home because they’re sick but they still want to give. Alternatively, it’s flexible. So if you don’t wanna hide this, if you only want the live auction items or the paddle raise to be available for people in person because they paid for a ticket, they get kind of the special access to the live auction items, you can hide this from the public facing pages. But regardless, on the back end, you can add bids for anybody in person by utilizing that donor number and add them to a donor’s balance so that at the end of the night, things are very quick and easy as far as checkout goes. I’ll go into a little of the back ends now. So there’s a few kind of quick links that you can go to throughout the actual night of the event. Obviously, events are a little bit stressful and we hope to take a lot of that stress out because it’s very, very easy to navigate and also again, very flexible. So if you have people coming up to you and they want to give, it’s as easy as adding an item to a donor’s balance. You have their donor number, you have their email, phone number, or sorry, name, all of that, so you can easily add those items to someone’s balance. My computer crashed, I’m so sorry, but I’m back. Ashley, do you wanna go ahead and I was just about to talk about, kinda some of the back end. I just went over the live auction piece. Alright. I can pick it up with donor tabs if you want. Cool. Alright. Let me bring my screen back up here. We’re gonna switch from that beautiful purple background I had before to a beautiful blue background because that is much quicker. All right. So we are gonna take a look at those donor tabs that we were just about to get to. Forgive me if it takes a bit for my tabs to reload as we go through. But as I was saying, we do have all of those really cool donor numbers assigned to everyone beforehand. And what your team gets to do throughout the event is they’ll be able to walk around with their mobile devices or with their tablets and add items to people’s tabs throughout the night, whether it’s an auction bid, whether it’s a flat donation, it could be raffle tickets or fund and need amounts. You’ll be able to simply put in the amount that they are donating or the item that they’re buying, and then just put in their donor number and add it to their tab. What happens then is you will have a record of all of those running event balances. I’ll zoom in a bit more for you here. And you’ll be able to check on each one, see everything they have added. You can add items to a balance. And at the end of your night, you can also send checkout emails if you’re not automatically closing out those tabs. If I click on Brady here, I can see everything that’s currently on his tab and even add more. Now the way this works with your live option alright. We’re gonna go over to our option here. This is gonna look a little wonky, this zoomed in, so I am gonna zoom out a little bit there. As you are displaying your live auction items for your donors, you may be having them up on a screen. So we’re gonna zoom out there. You may be using the live display up on a projector so that people can see, or you may just have your auctioneer on the stage talking up those items. And what your spotters will do to add in those option bids is, again, they will simply put in the donor’s number. I’m gonna do donor one zero three and the amount of their bid. So maybe they’re gonna bid twenty six hundred, and we will add that in. And you’ll see not only does that pop up here, but your live display will also be showing the bids as they come in if you opt to use that portion. Now some organizations, maybe they don’t wanna be putting in every single bid because they like the speed of it. They like the excitement of the moment. Sometimes they’ll just put in the last couple bids or the winning bid just so that they have a record of the people who are willing to support at that high level, and of course, the person who needs that winning bid added to their tab. And as I briefly mentioned earlier, you will be able to either send checkout emails or check people out automatically. You can also do that one on one instead of having to do the whole group, but that’s really up to your organization. Maybe you’re planning to check everyone out at the end, but Alice, her babysitter called and she needs to hit the road early. She wants to settle up before she leaves. You can always check her out individually. One other thing that’s really cool about this live display is that it can be used for all different activities. You don’t just need to highlight your auction items. You can highlight your fund and need, flat donation amounts, sale items, all throughout, even your raffle tickets if you wanna show your different raffle prizes. All of this is very easily managed in the back end as well. You’ll notice this kinda looks similar to the auction portion. When you are choosing what items to show on your live display and on your paddle raise portion of the page, you can switch between whatever activities you’d like at any time and even make custom donation buttons. So if I go back to I believe it’s this one here. Gotta let it reload. You’ll see I have my paddle raise here. Right now, I just have a donation button. If I go and change that on the teams end here, and I go to my fund a need, not only does it change on the live display, but it changes on your campaign page as well. And this is a great way to kinda create a hybrid event where people can participate both from your event itself at the gala hall, wherever it may be, and they can participate remotely. So if they’re gonna be joining from their own computer or from their phone, you’ll notice on the live display as well, it does provide a QR code. So at your event, you can always cycle these throughout the night while your stage program isn’t going on. Maybe during dinner, you just wanna have a full slideshow of all your different initiatives. You can put up different items throughout the night, let people scan, and donate independently right through there. Now I, as I said, my computer crashed, so I cannot go on to the next slide for you. But hopefully, somebody else has their slides already pulled up. There we go, Katie. Can you see that? Yes, we are good to go. Cool. All right. Thank you so much, Ashley, for walking us through that. Hi, everyone. I’m Katie Wyatt. I am the senior technical writer, and I am going to speak a little bit more about stacked fundraising and what that means for you when you’re actually creating your event, when donors are participating in your campaign, and how you will manage your campaign while it’s running. So I am also going to show my screen. All right. Can everyone see my screen okay? Alright. So I’m going to start at the very beginning when you first log in to your RallyUp account and you’re creating a new campaign. So first, you’re going to go to campaigns in the left menu, and then you’re going to select new campaign. And then we do have an option for RallyUp to build your campaign for you, but for the purposes of this demonstration, I’m going to create it myself. And then we also have templates that you can choose from, but I’m going to skip those and continue without a template. So the first thing you’ll notice, when you get to campaign setup is that we’re going to ask you a few questions just to kind of help understand what your campaign might need so we can offer suggestions for different components that you might want to add. You can skip these questions if you want. You don’t have to answer them. And but you can go ahead and answer them if you would prefer, and we’ll give you suggestions. For example, will you host your fundraiser at a physical location? For this demonstration, I’m going to select no. There’s an opportunity to update your campaign terminology and indicate whether or not you want peer to peer. Then I will select continue. All right. Then you will get to the part of setup where you select your components. This is where stacked fundraising really comes in handy because we have reconfigured this whole setup to make it as easy as possible to add or remove components to your campaign. So we’ve got some filtered options that are based on your answers to these questions. But if you want to see everything that we have on offer, you’ll simply select show all available components. And then if you want to add a component to your campaign, all you have to do is toggle it on. And you can add as many or as few as you want. You can just run one. You can run almost all of them. Whatever your organization needs, you can do. And then you’ll also see some additional options below. And then I’m going to select continue again once I’m done selecting my components. And then you will see at the top of the screen that there’s this timeline. And basically what that means is that you will go through all of setup step by step, and you will set up every single one of your components all in the same setup process so that when you’re done with setup here, your entire campaign is ready to go. And then I’m going to show you an example of a campaign so you can see what things look like from the donor end. So when a donor comes to your campaign that has multiple components that you’re running, they’ll see these component buttons up here at the top of the screen, and they can very quickly navigate through them, participate in whatever they want to participate. They can add a bid. They can purchase entries. And then they can add everything to one cart and check out for everything in one checkout process. So from the donor end, this is super simple. They don’t have to jump from site to site. They don’t have to download any apps. They just go to your campaign page, and they can participate in everything in one place. And then finally, Ashley and Katie have kind of mentioned this already, but sometimes during your campaign, you need to very quickly make changes or adjustments. And we have made that as easy as possible to do with something called the quick admin menu. So if you go to your left menu, you will see this drop down menu. And this has all of your campaigns that are currently live or currently running. So you will select the campaign that you’re managing from this drop down, and then you’ll see these quick links. And these make it easier to navigate through the system and do anything that you need to do. If you need to quickly check someone in, add some entry purchases, draw a raffle winner. If you need to quickly access the campaign management menu, you can do all of that from the left menu, and you don’t have to spend time navigating through the system. It’s all in one place, and it’s all easily accessible. But that is the end of my presentation, and I will hand it back to Katie and Ashley. Well, I hope you all learned all about our new features. We’re gonna open it up for some questions and answers. I know we have a few in the q and a box. So we can just start from there. If you have any questions, feel free to add those. We’ll be on for ten or so more minutes, and we can kinda walk through these. The first one I’m seeing is can an in progress event be changed to two point o? So the cool thing is that these features have been rolled out over the last few weeks. So it’s all in the platform right now. You have access to everything that we just went over on on your campaigns. Now if you have a campaign that’s currently live, depending on when it started, there may be some functionality that’s not quite there. But you can, of course, reach out to us just to make sure if if you need help with that. Ashley, do you wanna take the next one? Do you see those? I see from the moment I rejoined, so give me one second. I see if I clone or duplicate an older campaign, will I see the new updated version? Yes. So if you’ve run campaigns in the past let’s say you run a ticketed event for a gala, but just tickets because we didn’t have our live auction functionality, you can copy that campaign over and simply have the the ability to add in your live auction or your silent auction, whatever it might be. So it’ll it should make it very seamless as far as setup goes. You’ll you’ll have to add your auction items, your dates, your times, all that kind of information, but the layout can still be fully set up the way that you had it. And then is there table management for events so that guests can see their table numbers from their phones? Yes. I mean, for the most part, yes. The way that it works is you can assign ticket holders to a table. And then when they check-in, if you’re using our QR code check-in, when someone scans that QR code at your check-in table, it’ll show their name, their table number, their donor number, so you can easily grab that and hand it to them. And then any any custom questions that you asked, for instance, if, you know, their dinner preference. You’ll be able to see all of that when you check a guest in. Let’s see. Wayne was asking, can you display these during a livestream? That was probably regarding the live display. I don’t see why not. You can share your screen during a live stream. So you could share the live display screen during a live stream and and have people engaged in that live auction or paddle raise or just simply allow them to see how much money has been raised, you know, the night of. One important thing to note on that is that if you are using the RallyUp livestream studio, that is separate. So your paddle raise spotlights are different from the item spotlights that are in there. So if you are planning to use the RallyUp livestream studio, I would recommend sharing your screen for the new paddlers and the new lab display rather than using the spotlights that are built into that livestream studio. And of course, if you’re using a different software or you’re streaming on any other sort of livestream software, sharing your screen is gonna be the way to go. And, of course, for those who are just participating remotely without watching an actual livestream, that paddle raise and that live auction will be displaying on the page when they go visit it. It’ll have that nice little blinking red button saying, hey, this is live. This is what we’re taking donations for right now. Great point. Alright, Barbara. If you copy a prior fundraiser as a starting point, can you still access all of these new features? Yes, you can. So, basically, any new fundraisers will have the new interface, the new stackable components, the live event features, all of that. So you can you don’t have to start fresh and start from scratch. Oh, okay. I love the next question. Don asked if someone is buying a table, do they need to have all of their attendees information at the time of purchase or will they be able to manage that information at a later time? The answer is no. They do not need all their attendee information. So we see this a lot. You purchase a table and you’re wanting to make that gift, but you do not have, you know, your nine other friends and family members that you have identified can attend the event or that you know of can attend the event. So basically the way that it can work is you can purchase that table and then you fill out your own information and then you can mark a box that says the attendees will provide their own information. We make it really easy because at the end of, so during checkout or if you want to just wait until you get your receipt, you’ll have unique links that you can send to your guests. So those nine other attendees that you want to invite to your table, you can send that unique link to them and they’ll fill out their own information. They’ll get, you know, first name, last name, most likely email, dinner preference, if that was a question that you’re asking everybody. And then depending on how you set it up, if you were, if you as an organizer require everybody to save their credit card information ahead of time, they’ll be prompted to do that as well. So really easy to be able to invite those guests without them having to pay for, you know, an individual ticket. And you can manage that all on the back end. So you’ll be able to see which tables have filled out all of their attendees, see who hasn’t. Sometimes you might have to email that table purchaser and make sure that they send out their links to their guests. But it does make it really easy for those people that don’t necessarily have all the information when they’re making that initial purchase. Dawn, I’m glad you liked that answer. Alright. Ashley, do you see Michael’s question? Yes. How does the bidding process work on live auctions when a person is remote and they do not want to raise the bid to their maximum bid? So I’m not sure I understand the second half of that question about not wanting to raise the bid. But when you set up your auction, you’re gonna have a few different options for how locked down you want bidding to be, whether you want it to be online only, whether you want it to be live only, or whether you want it to be hybrid where people can bid online and people can bid in person. Sometimes people will, be, of course, donating from their phones, right, or from their own computer. So the way that works is they like we saw before, that little blinking button that leads you to the auction, people can either put in their bid independently through the online checkout, and then at the same time, your team can add in bids from in person donor tabs in the back end and kinda combine those together. They’re competing against the live auction. They don’t want to raise the bid to their maximum bid, but they’re competing against the live auction. What do you think, Katie? I’m not sure. Michael, we can reach out and clarify some questions about that for you. I think it’s all doable because you can allow the the two different people to be participating in the live auction. The main thing is that you need someone at the in person event in putting those live bids in. Because that’ll automatically update the page so that anybody in person or sorry, at home, not at the event, can go into their screen and place a bid, whatever highest amount that they want. The current bid is five hundred. They want to outbid it up to eight hundred. Yeah. So that that donor that wants to bid at that eight hundred dollar mark, they would go into the system, submit their bid, and then that would update it for both parties, the at home people and the people at the in person event. So the auctioneer would need to say, okay, the bidding is now at eight hundred dollars. Who can get it for eight eight fifty? It’ll all be updated in in real time. Alright. I let’s see. Monica, she says, I like the look of the demo’s header page. It seemed to be a picture within a picture on the background. How can I add that to my campaign page? Ashley, I think you had made that campaign header, That kind of campaign banner. Yes. So if you ever want a really cool banner like that, my team actually can create campaigns for you. So when you submit your requesting we build your campaign out, and of course, you’ll be able to customize any and all aspects before you go live, but you can always put into that form kind of what idea you have for the banner, and we can always design that for you. It’s really up to you. And then, of course, if you don’t like it, you can always replace it with your own. But there are a couple different banner options. I know our default is like that half size banner, but those full ones really do look nice, especially when you are sharing your screen like that, if you’re gonna be doing any live streaming, anything like that. If you ever do need help or you’d like us to create something like that for you, you can always reach out. Okay. Back to Michael, your question about the, at home bidding. Dawn sent in something that, might be might be helpful. So you may were you you might have been referencing our proxy bidding, which basically allows a donor who’s placing a bid to place their max bid. So if you do have that enabled, that’s not something that flows over into our live auction functionality. For live auction bidding, regardless of whether it’s in person or you’re doing it more remotely and like someone is is facilitating it at an in person event, you can’t right now put in a max bid. You do have to bid in real time. I hope that helps. Thanks Don for for that suggestion. I think we’ve covered most of the questions that have come up. What we’ll do is we will follow-up via email. We’ll send out this recording, and then our contact information will be on here. Most of you guys have probably received emails from us in the past, so you’re always welcome to reach out. And then if you guys wanna schedule a more one on one conversation to talk through any of these new features or strategize the event that you have coming up, we are here. We can schedule some meetings over the next few weeks and really get started. So thank you all for coming. It’s nice getting on a on a webinar with a bunch of our customers, and it’s good to talk with you all. Have a great rest of your day.