Aristotle Support

August Release - Sprint 86

Article ID: 1204
Last updated: 29 Aug, 2017

w8jTzc3qM7BzAAAAABJRU5ErkJggg==

Sprint 86 Release Notes

August Release

Overview:

The August Release went live on August 29th. This development sprint focused on enhancing our Pledge functionality, Action Center/Alert Soft-Login Process and Export enhancement.

Pledge Functionality

Aristotle 360 supports the capture of Pledges through a variety of means that include data upload, hand-entry and webforms. Pledges reflect a donor’s financial commitment to the PAC or campaign within a defined period of time.  During this Sprint we have made it easier to manage the process and evaluate progress to your donors’ pledge goal.

  1. Apply Federated Access to Pledge Program’s Filing Committee - When Creating a New Pledge Program users will only be presented with Filing Committees associated with their Federated Access Group insuring user does not assign pledge to an incorrect Filing Committee.
  2. Automatically Create Pledges from Total Payment Recurring Payments made via Webform – Option whereby Admin may set a webform to automatically create pledges for Total Payment option. Automatic Pledges is set to OFF by default
    1. Click Check Box next to Total Payment option for recurring payment webforms
    2. Pledge will automatically set to Open
    3. Information from Webform will be associated to the Pledge
      1. Filing Committee
      2. Account
      3. Program
      4. Event
      5. Due Date
    4. Option, when set to ON, will link ALL receipts created from webform to Pledge.
  3. Individual Export Supports Pledge Fields – For users looking for greater insight into their Pledge Programs you can now include in your current selection and export files more than 25 pledge related fields associated to your Individuals.  In the edit columns list, look below Legislator related fields and above the UDF section, for Pledge related fields

Action Center Soft Login

Aristotle 360 provides an integrated blast email service that provides the option to include one-click login to Action Alerts using a unique link that will authenticate your users without requiring them to add their Username/Password. This one click process drives enhanced conversions for action alerts and simplifies the take action process.

One concern using this feature is a scenario where a user would forward an email to a friend who would then change the sender’s data.  We have addressed this scenario, and locked down personal information, by requiring a user verification prior to viewing or changing personal information.

To Add Auto-Login Link:

In Email body select link Button

When advocate clicks link they will be automatically logged in to the Action Alert indicated by Green Box with Advocate’s first name showing.   To view personal information or change information (when configured by Admin) they will click Green Box and receive the authentication challenge.

When advocate clicks link they will be automatically logged in to Action Alert indicated by Green Box with Advocate’s first name showing.   To view personal information or change information (when configured by Admin) they click Green Box and receive authentication challenge.

User enters credentials and may view their Personal Information


Append Unique Text to Column Headers for Groups and UDF for Delimited Export Method – Aristotle addressed an issue where clients named Group category and UDF with the same name.  When selecting Group Categories and UDF for export, the system will, by default, add information to the column header to distinguish between Group Category and UDF.

This article was:   Helpful | Not helpful Report an issue


Article ID: 1204
Last updated: 29 Aug, 2017
Revision: 1
Views: 56
Tags
Pledge
Attached files
item Sprint 86 Release Notes Public.docx (308 kb) Download

Prev     Next
October Release - Sprint 87       July Release - Sprint 85