Category: Features

It is Derby Week here in Louisville, quick update on some of our features releasing for the first part of May. We are already excited for the 2020 election cycle for political campaigns.

Quick Tip

You can add your own message to our Hosted Contribution Forms. After creating the form, go to the edit screen and click “Design Editor”. The contribution form is already a two column layout, and be careful adding too much as on mobile the message will show before the contribution form.

Hosted Contact Forms

We released our new Form Builder, the first question we had was “Can you host this for us?”. Sure! We built out our hosting to match our Branded Contribution Forms. You pick the color, logo, if you need a disclaimer or a “Paid for by” box, or without a border, even the size of the font. You can set a common style for all your hosted forms, then update your forms with their own colors if needed.

Private Lists

You can now create, “tag”, people into a Private List. Great for your Call Time Manager who is building a daily list that no one else needs to see.

General Fixes

• Added a new Do Not Send status of “Unknown Opt-In Status”. This helps campaigns that are not sure of their current email list quality to prevent accidentally sending to a large number of bounced emails.
• Updated the formatting of Phone Numbers to be more consistent.
• Hosting for our Hosted Contribution Forms changed for technical reasons.
• Disbursement Itemization is now available for FEC reporting purposes.We are updating to use more of the FEC’s web services now that those are available.

We have been busy updating our form editor to match more of what you expect from our other editors, like our email drag and drop editor. We also wanted the form to be easy to use with mappings into common CRM fields. You see we fields ready for Name, Email, Phone, Address. To use a field, just click or drag it over into your form.

We love lists, and you can see that lists play a part in our form Editor too. List are perfect for your Volunteer Sign Up form. Create a list for Yard Signs, and as you deliver the Yard Signs, move them to a “Has Yard Sign” list. No more wondering “Does Yes they want a Yard Sign mean they have it, or not, did someone make a note?”

Keep your forms short and to the point. Using Conditional Logic, you can show questions specific to the answers based on what is entered.

We also included a built in style editor. Customize the background color of your form, or the size of your Form Title. For our political campaigns, or non-profits, that have their own web developer, we have specific CSS elements and label the embedded form with a unique ID to allow you to apply your own CSS to the form without impacting the rest of your site.

Our new Form Editor is launching the week of April 14th. Contact us for a quick demo of our new Form Editor.

Recently we launched set of new features to make the experience with Campaign Deputy even better.

You can now complete a pledge from a person’s profile. Any pledge that is already completed will not show the “Complete” button. You will be asked to confirm completing the pledge, and then be redirected back to the profile.

Universe Search now lets you select additional columns and download directly from the page.

 

The Pledge Review report will now show you the Pledge Due Date and if it more than a day past, change the font to a red color to easily identify the pledge in the report.

We have been busy listening to all your feedback going into the upcoming November election. From updates to our Universe Search, to more integrations, and more integrations to go!

Action Network Integration

We had one of our new campaigns ask if we could build an integration with Action Network. They have a well defined API for us to work with and their Directory of Technology has been great to work with to help answer our questions. We can now sync your contacts from Action Network into Campaign Deputy. This includes Tags, if they are a part of an Action Network list. We also pull over events, so for those states that require disclosures of Events we have you covered.

Campaign Page

As part of the Action Network integration, we didn’t have a place for you to update your API Key(s), so we built a new Account Settings page to show you all the candidate information associated with your account. If you click on your name in the upper-right portion of the screen, you can access this new page and see which account you are logged into for our multi-account users. This page will also be the home for our future Zapier integration and more to come!

Universe Search

We have added more fields to our Universe Search. Action Network tags, Zip Code, Linked Attribution searching, Contribution Date. As part of our maintenance, we will be able to add details about emails actions as well.

Attribution Codes

As more campaigns import their previous data, we get a lot of attribution codes on one account. We are adding Cycle and an Archive flag to better handle these. The Universe Search is using our new Attribution Auto Suggest, we will be moving more of the system to use the Auto Suggest instead of drop downs.

Stripe Charges

If you have a contribution page with us, you will have access to a “Merchant Charges” report. We will show the most recent charges, but you can export any date range you would like. If you select a large date range please be patient, Stripe only allows us to pull 100 records at a time. We see most exports taking less than a minute.

Other Bug Fixes

• You can now use a decimal place when doing a contribution search in the Universe Search.
• Anonymous contributions are now showing on the contribution report.
• Added Thank You Note Sent to contributions.

Upcoming Maintenance

We bought a new server months ago and now we just have to move our database to this new server.

Campaign Deputy will be down for maintenance from 9PM EST-11PM EST on Sunday, August 26th. Contributions, and Forms will not be affected. Contribution alerts will be delayed during this time.