2024 Peer-to-Peer Release Notes

Click here for documentation on the new Peer-to-Peer tool.

November 2024 - 5.11.0

• Support for assigning 'Organizations' at site level: Admins can now easily associate account ‘organizations’ to a site through a ‘bulk assign’ interface, under the Organizations tile.

• Participant Types List Updated: A 'Remaining' column has been added to the Participant Types list to help track the number of available spots for each participant type.

• Fundraiser and Participant Reports: These reports now include the 'Participation Type' field.

• Re-aligned page status values in Fundraiser Report: With more page statuses being made available from the first version of this report, the page statuses of Active, Pending - Paid, Unpaid and Blocked have now been included.

• Shipping Fields added to the Incentive Activity Report: In the ‘Incentives’ framework, fundraisers can accept premium gifts as rewards for raising money at certain milestones. To better help in reconciliation from the dashboard, Shipping Fields have been added to the report.

• Additional Merge fields on the checkout page: New merge tags that allow for the display of the minimum commitment, registration fee, minimum commitment minus registration fee, and additional donation have been made available.

• Donations Report available under Donations tile: Under the ‘Donations Tile’, the donations report has been made available so that it is easy to download all donations made to the site.

• Captcha Improvements: In the peer-to-peer registration flow, we’ve integrated Cloudflare’s Turnstile and invisible CAPTCHA as security measures to combat fraud and bots.

October 2024 - 5.10.0

• Include Goal and Participant Type Items in the PFRP Transaction Row
  Provides additional information on the registration transactions so that CRMs can easily extract goal, goal setting, participant type, participant type id.

• Allow .cookielaw.org as a Third-Party Cookie Management Tool
  Adds support for the use of cookielaw.org for cookie management across peer to peer sites

• Locale Improvements to Expose Validators to Non-en-US Clients
  Ensures validators work for clients operating in locales other than en-US.

• Fields with HTML Labels Not Rendering Correctly
  Fixes an issue where HTML field labels were incorrectly rendered as placeholder text instead of above the input field.

• Offer a Class to Override Default Image on Fundraiser Profile Image
  Allows clients to use custom avatars if no profile image is uploaded for fundraisers.

• Offer a Class to Override Default Image on Leaderboards and Search Results
  Similar functionality as the fundraiser profile image override, but for leaderboards and search results.

• Organizations at the Site Level Are Not Unique for Teams
  Fixes an issue where organizations were not correctly associated with teams at the site level.

• Leaderboard Gadget ‘Search’ Link Points to the Incorrect Place on Site Creation
  Fixes a bug where the leaderboard gadget links to the wrong page on new site creation.

August 2024 - 5.9.1

• Security Improvements to the Fundraiser’s Dashboard
  Adds security checks on login to improve fundraiser dashboard security across different sites.

• Registration Safeguard Against Participant Type Loss
  Improves registration session persistence, preventing participant type information from being lost if the session is interrupted via a tab refresh

• Allow Iframes Using the Same Domain to Render
  Allows clients to embed iframes within peer-to-peer sites, provided they are using the same domain.

August 2024 - 5.9.0

• Global Field Rules
  Enables rules like show/hide based on dropdown lists, improving flexibility for admins.

• Mobile Improvements to Thanking Donor
  Enhances the donor thanking process for mobile devices in the fundraiser dashboard.

• Ability to Deactivate a Team Page
  Adds the option for admins to deactivate team pages from team modals.

• Include Deactivate Status in Transaction Export Row
  Adds the deactivated status to the transaction export row for external CRM tracking.

• Submission Hook (for developers)
  Adds a page-level hook for passing additional values on submission. 

June 2024 - 5.8.0

• Mobile Improvements to Thanking Donor
  Improves the donor thanking flow for mobile devices in the fundraiser dashboard.

• Separate Template Offering for Thank You Messages
  Adds flexibility for clients to use different templates for thank you messages compared to automated messages.

• Fundraiser Dashboard: A Team Member's Funds Aren't Being Counted Toward the Team Goal
  Fixes an issue where a team member's funds were not counted toward the team's goal in the dashboard.

• Ability to Deactivate a Team Page on Team Modals
  Adds the ability for an admin to deactivate a team's page.

• Update Block Language to Deactivate on Fundraiser Modals
  Improves clarity by updating the button language from 'Block' to 'Deactivate' on fundraiser modals.

• Improve Site Settings in URL Handling
  Adds the ability to tailor the site name, end URL slug, and generate a user-friendly link on the site.

• Window Focus Improvements
  Improves focus behavior on P2P site registrations pages, ensuring each submission starts at the top of the page.

May 2024 - 5.7.0

• Marketing Tools Email Template Import
  Adds the ability to import email templates from Marketing Tools.

• Help Bar Component
  Adds a sliding Help Bar for guidance across Marketing Tools and Peer-to-Peer interfaces.

• Confirmation Layer - Ability to Track Conversions
  Adds the ability to track conversions on the success page for Google Analytics or other tracking tools.

• P2P Templates Management
  Improves the management of P2P templates, flagging those that are P2P applicable to reduce confusion.

• Site Wizard Updates
  Updates to the site wizard, including adding goals and improving site design UI for creating templates.

• Donor Thank You Messages - Emoji Support
  Adds emoji support to the thank you messages in the P2P fundraiser dashboard.

• Form Editing Improvements
  Fixes an issue with having blank dropdown values in registration forms.

• Permissions Updates to Allow Users to Edit Site Pages
  Adds permission updates to allow users to edit P2P3 site pages.

• Additional P2P Transactions on Supporter Lookup
  Adds more P2P transaction types to the supporter lookup page.

• Add Page Name to Fundraisers List Screen
  Displays the page name on the fundraisers list screen for easier navigation.

• Hide Shipping Fields
  Hides unnecessary shipping fields in forms.

April 2024 - 5.6.0

• Company / Organization Structures
  Expands on the initial organizational tiering feature for peer-to-peer programs, allowing fundraisers to participate as part of an organization or team.

• Allow a Fundraiser to Thank Donors
  Adds options for fundraisers to thank donors, including Giphy integration to enhance the user experience.

• ‘In Honor’ Handling to Tribute Sites
  Adds an ‘In Honor’ block for tribute sites, enabling administrators to offer registrations focussed on fundraisers honoring someone special in a tribute setting

• Registration Fee Site Toggle
  Allows admins to control whether registration fees are included in fundraising totals across different pages and automations.

• Navigation Improvement
  Updated the P2P3 navigation bar to align with Marketing Tools for consistency.

• Fundraiser Dashboard Mobile Navigation
  Mobile UX improvement to address navigation issues on mobile devices.

February 2024 - 5.5.0

• Initial Company / Organization Structures
  Lays groundwork for handling organizational tiering in peer-to-peer programs, supporting different entity types such as schools or corporate partnerships. Administrators can manage parent level entities, update entity logos, page stories and goals.

• Allow a Fundraiser to Thank Donors
  Adds Giphy integration and thank you options for fundraisers to show appreciation to donors.

• Button Block Improvement
  Adds customization options for button blocks, including links, colors, and custom classes on site pages.

• Navigation Permission
  Adds user permission to hide the P2P navigation item for certain users.

January 2024 - 5.4.0

• Coaching Email (Messaging)
  Ability to send event reminders and follow-up emails automatically based on registration date or event countdown.

• Conditional Content (Framework)
  Framework for inner conditional content in P2P automated messages. Customizes content based on roles or fundraising progress.

• Ability to Duplicate a Site
  Enables site cloning functionality for peer-to-peer sites.

• Incentives
  Provides incentive range rules based on participation type, dashboard options for accepting or declining incentives, and records transactions on acceptance/declination.

• Minimum Pledge Processing
  Allows organizations to track and charge fundraisers who do not meet their pledge goals.

• Thermometer Block
  Adds a thermometer block to site pages, showing overall site fundraising progress.

• HTML Block
  Provides support for adding custom HTML blocks to site pages for more flexible designs.

• Offline Gift Improvements
  Enhanced offline gift entry, adding fields for Gift Date, Address 2, Country, and expanded payment options like Wire Transfer.

• Improve Checkout and Donation Page Tile Selection
  Improved UX for selecting checkout and donation pages, reducing complexity in tile selection.