We’re excited to offer you the opportunity to participate in our beta testing phase for a new feature designed to streamline your opportunity creation process. This feature adds a sixth step to your existing workflow called "Donations", providing new ways to request donations from participants.
Currently, we are testing two specific campaigns:
Request for Donation Upon Participant Cancellation
When a participant cancels their registration, a donation request will automatically be triggered.
Request for Gift Based on Participant Rating
When a participant leaves a high rating (you set the threshold), a request for a donation will be sent.
If you’re interested in participating in the beta testing phase, you'll need to contact your Customer Success Manager with a couple of details to get started:
- Campaign Element ID
- Account ID
Once we have this information, it will take up to one week to fully set up the feature in your account.
Please note that this feature is still being refined and is not yet fully live. Your feedback during the testing phase will be invaluable in helping us improve the process.
If you're ready to join the beta test or have any questions, don’t hesitate to reach out to your Customer Success Manager.
We're looking forward to having you on board!