Product Update Briefing for Luminate Online

Be sure to check out the latest Blackbaud Luminate Online Benchmark Report to gain insight into online giving trends and get predictions for those that may continue in the future.

Tip: Register for the April 2024 Product Update Briefing here!

 

April 2024

Details about the "Available now" capabilities discussed in the April 2024 Product Update Briefing are below.

 

Site Management

Coming soon!

Now you can review and manage all links in your Luminate site in the Link Manager.

Being aware of all links in your Luminate site is useful for various reasons, especially to identify those that use http:// instead of https://. The new Link Manager easily scans your entire site and organizes your links by application, object, link tag, and more.

Select Library, Link Manager, then select Run Link Manager Task. The Link Manager returns a list of all internal and external links from your site, including web pages, images, videos, and CSS files. From the list, select View to see the application and object where the link is located. Select Edit to update the link.

For full details, see Link Manager.

Note: Although you will see links for all applications, you must have permission to access an application to edit a link in that application. MultiCenter sites must use the All Centers view to see and edit links.

This feature is automatically enabled, at no additional cost, for all customers.

Good Move App for Marketing and Engagement

You can now enable Good Move activity tracking at the Blueprint TeamRaiser level so that all child events automatically include this option. Changes made to the Good Move App Setup section at the Blueprint level push to all child events.

When you configure Good Move on a Blueprint, you can lock or unlock sections of the Good Move options so that they cannot be changed in the child events.

To enable Good Move on the parent Blueprint, in the Identify Blueprint TeamRaiser step, go to the Mobile App step and select Enable Mobile App.

While setting up Good Move App Setup options during Blueprint configuration, use Lock toggles to lock or unlock each section to either prevent or allow edits on child events.

In child events, locked sections are visible but can't be edited, while unlocked sections are visible and editable.

Choose whether to lock or unlock the App Description, App Branding, Message Templates, and Activity-Tracking.

Get a jump start on activity tracking rules by selecting a Rule Collection to auto-fill your event rules.

Rules define how participants earn activity points for your event. Rule Collections offer preset scoring rules to quickly get started. For example, you can choose a walking challenge where each mile is one point, or a distance challenge where each mile walked or run is one point, and every three miles biked is one point.

Rule Collections also include a Partial Credit and Individual Daily Point Limit for your event.

The following collections offer a preset collection of scoring rules designed for popular event types:

  • Steps Challenge

  • Run, Walk, Ride (Miles)

  • Run, Walk, Ride (Kilometers)

  • Endurance - Marathon/Half Marathon (Miles)

  • Endurance - Marathon/Half Marathon (Kilometers)

  • Endurance - Cycling (Miles)

  • Endurance - Cycling (Kilometers)

  • Distance - All Inclusive (Miles)

  • Distance - All Inclusive (Kilometers)

  • Duration - All Inclusive

  • Mental Health

While editing your TeamRaiser, go to the Good Move App Setup step. In the Activity Tracking section, select Enable activity tracking. Select Rule Collection, then choose a collection.

After you select a collection, a message explains the tracking in the collection. If you decide to assign the rules to your event, the rules display in the activity rules table.

You can modify, add, or remove rules to customize your event's activity tracking. You can also reset the collection back to a default state.

See Add Activity Tracking Rules for more information.

You can now copy notifications in the Good Move Notification Manager. When copied, the date and time are not included, but the teams originally targeted continue to be targeted in the copied version.

You can also now view all details of a notification that was sent in the past.

View details and copy notifications using the icons to the right of each notification.

Learn more at Good Move Notification Manager: Create and Manage Push Notifications.

Fundraising and Engagement

A new participant report provides statistics so you can see the progress of your TeamRaiser event participants in real time.

InFundraising, TeamRaiser, find your event and select Manage. Select the Live Participant Report tab to see the real-time status updates of your event participants.

Filter, search, or download the participant status results to quickly find the information you need.

To filter report data, select Columns. Select what you want to view, then select Apply changes.

See Live Event Participant Report to learn more about this configurable, actionable report view for your in-person event participants.

Blackbaud Checkout respects Multiple Locale settings in Luminate Online for the following locales:

  • en_US (English US)

  • en_AU (English Australia)

  • fr_CA (French Canada)

Previously, Blackbaud Checkout determined locales based on a payer’s browser settings. For more information, see Multiple Locale Support in Luminate Online Help.

Security

Luminate Online administrators now authenticate with a verified phone number for login. This replaces the one-time codes that were sent to administrators via email.

 

Log In screen of Luminate Online shows a field to enter a mobile phone number

The frequency of authentication remains the same as the previous two-factor authentication email code. When the This connection is private option is selected, SMS authentication is not needed again for 30 days.

Tip: Admins on a private connection who previously authenticated location within the past 30 days may not be sent or prompted for a code after entering their phone number until the current authentication expires.

In MultiCenter environments, center admins can use the same phone number for different centers. SMS authentication is configured for each administrator for each site.

Note: This update applies only to administrators logging in to Luminate Online. The login experience for Event Managers, Company Coordinators, participants, and supporters does not change. API login behavior also does not change.

Multi-factor Authentication (MFA) is an authentication method that requires you to identify yourself with two or more factors (pieces of evidence) to sign in. Main types of factors are:

  • Knowledge — Something you know, such as such as a password.

  • Possession — Something you have, such as a code sent to a personal device.

  • Inherence — Something you are, such as facial recognition.

  1. On the Luminate Online administrator login screen, enter your username and password.

  2. Select Login.

  3. Select a country from the drop-down to add the country code, then enter a mobile phone number that can receive your verification code. The number is saved to the administrator's profile record.

    Log In screen of Luminate Online shows a field to enter a mobile phone number

  4. Select Verify. This sends a code to the number provided and also stores the number to the administrator's profile record.

  5. Enter the confirmation code that was sent to your phone via SMS (text) and select Log In.

    Luminate Online log in screen with a field to enter an SMS code

To change the phone number used to receive confirmation codes upon login, update the number in the administrator's profile record.

  1. In Luminate Online, go to Constituent360, then search for and open the administrator's record.

  2. On the administrator's record, select Change MFA Phone.

    Image of Administrator Profile with a highlighted link for Change MFA Phone

  3. Enter a new mobile phone number. Select a country from the drop-down to add the country code.

    Screen shows an admin record with a field to change the SMS phone number

  4. Select Update.

Compliance

The State of California recently enacted legislation, California Assembly Bill 488 (CA AB488), which regulates online charitable fundraising in the state. The law prohibits charitable fundraising platforms, like Blackbaud, from assisting organizations not in “good standing” in California with making charitable solicitations to and receiving funds from California residents.

Note: Any U.S. registered charitable organization that operates or solicits donations in California is subject to this law. It does not impact organizations registered outside of the United States.

California aggregates data from three lists to determine whether charitable organizations are in good standing. For details of these lists, and what to do if your organization is on the list, see California Assembly Bill 488: Impact to Charitable Organizations.

Consistent with our legal obligation, beginning January 1, 2024, transactions made through Blackbaud solutions by California donors to organizations that are not in “good standing” will no longer be accepted. To comply, Luminate Online now enforces the following updates.

 

Recipient Charitable Organization Due Diligence (Part 4)

Luminate Online prevents any transaction from a California address toward an organization that is active on one of the lists described in California Assembly Bill 488: Impact to Charitable Organizations. The restriction includes all transactions and all transaction types, including recurring, direct debit donations.

California donors, identified by zip code, are notified on the transaction page with the following message:

"California state law prohibits this transaction. Contact the organization to donate."

If a donor doesn't provide a zip code, the transaction is assumed to be from California and is prevented.

If you would like to identify these failed transactions, run the Transactions Details report with Error Code selected as a report column. See the Knowledgebase article, Why did a transaction decline?

The failed transactions display with the error code, "Declined due to non-compliance with California law."

Example:

 

Information Delivery Requirements (Part 7) ​

Luminate Online requires that donors be provided proof of a donation through a tax donation receipt. To comply, the Transaction Summary component in Donation Management was updated and is now enforced on the Thank You page.

The Transaction Summary component now includes the recipient organization name. For MultiCenter, the center name is used. Following a successful transaction, the on-screen transaction summary displays to the donor which allows them to review and print it out, if desired.

By default, every Thank You page contains a Transaction Summary. If removed, you cannot save the Thank You page until the Transaction Summary component is included. To allow for easy insert onto the page, the component is now available in the list of components that can be inserted in donor screens.

For previously-designed pages, if the Transaction Summary is not included on the donation form's Thank You page, it is automatically inserted at the bottom when the page renders.

 

October 2023

Details about the "Available now" capabilities discussed in the October 2023 Product Update Briefing are below.

Good Move App for Marketing and Engagement

Leverage mobile fundraising and activity tracking for TeamRaiser using the Good Move app!

Good Move offers:

  • Existing TeamRaiser events that use the app now send activity updates automatically.

  • When a TeamRaiser event is set to include activity tracking, a new configuration screen lets you customize your event dates and images for your event in the app as shown below:

See the Good Move Mobile App Integration with TeamRaiser help.

Registrants of TeamRaiser events that have Good Move enabled now receive a new autoresponder email, "Join our mobile fundraising experience on Good Move!"

You can customize this autoresponder template in the Autoresponder Center, with the First Good Move App Announcement Email message. This email automatically pulls in a QR code and values such as your event name.

You can alter the sender name and email address, subject line, and body content.

This autoresponder behaves just like a "Thank you for registering" email and goes out at the same time. When Good Move is enabled, this autoresponder is enabled by default.

The default content explains the community goal and gives instructions for how the fundraiser can download and get into the app experience.

Image of email inviting event registrant to participate in mobile activity tracking with the Good Move app

Enhance your fundraiser's experience by providing custom activity-tracking. Organizations have experienced a 10% increase in donations online when adding activity-tracking to their event! Select +Add to browse more than 100 available activity-tracking options for your mobile app experience.

 

After selecting an activity, set the specific values to allow participants to earn points.

 

Choose to either allow unlimited points a day or a custom amount. Custom amounts work well for fundraise-only events. Setting a capacity of points per day can increase inclusivity and make the event less competitive.

You can now not only set fundraising goals, but also activity goals! Now your community has two goals to work towards to help drive engagement.

When you publish your campaign, your fundraisers can immediately get into the Good Move app when they register.

Create custom user-facing messages for fundraisers to send for a donation ask and recruitment invitation. With Message Templates, you can offer participants a standard message to share

Two message templates are available:

  • Default donation ask

  • Default participation invite

Within each section, personalization fields are available.

When saved, this is the message that fundraisers see in the app, which they can either use themselves, or they can update the messages further before they send it out.

You can now send or schedule push notifications to all participants or specific teams in the Good Move Notification Manager.

Until now, fundraisers could only communicate using emails, but now, notifications can be pushed out directly to mobile phones. This provides a higher likelihood that a message is seen by fundraisers so they can take action.

In the Good Move Notification Manager tab, the first screen displays a table of all of the TeamRaiser campaigns inside the site that have Good Move enabled.

Here, you can check to see how many notifications you previously created or sent. There are little warning icons to alert you if notifications haven't been created or scheduled for send.

TeamRaiser event name table with number of Good Move notifications sent to event participants

Select Manage notifications to see the draft, scheduled, and sent notifications for the campaign selected.

Select New notification to create a custom message.

The New scheduled notification modal opens where you can send your message to every fundraiser who is using the app (All participants) or to members of specific teams (Teams). This is great if you want to send a quick note to a team to congratulate them on their progress.

 Send your message immediately (Send Now) or schedule the notification (Schedule). You can also Save as draft if you aren't sure when you want to send your message.

There's no limit to the number of notifications that can be sent.

Around 100 characters of the body message show on a notification message on a mobile phone. If the message is longer, there will be an ellipsis at the end of the character limit, and the full message will display in the app.

Perhaps you want your activity tracking dates to be different from your registration open and close dates. You can now choose to support fundraise-only events by enabling or disabling activity tracking.

You can also choose when you want your activity tracking to start and stop.

Keep up with improvements and updates to the Good Move app in the Good Move App Changelog .

Privacy

To help your organization comply with various privacy requirements, Luminate Online offers the Blackbaud Privacy Hub for full details.

Luminate Online detects when a user has the Global Privacy Control (GPC) option set in their browser and automatically updates systems to respect the privacy setting for that user.

The Global Privacy Control is a signal user agents can send to sites, requesting that their personal information is not sold or shared with third parties.

If a supporter registers with your site or event, and the GPC option is detected in an Opt Out state, the constituent record displays the Global Privacy Control status in the new Data Privacy tab on the constituent record.

Constituent data can now be de-identified.

Data de-identification is an irreversible process which changes all data that, by itself or in compilation, could result in identifying an individual.

When you de-identify a constituent, personal data is replaced by blank or null values. Because of this, after de-identification, a constituent is no longer active and cannot be found via constituent search.

See "De-identify constituent records" in the Process personal data requests section of the Blackbaud Privacy Resource Center.

If an existing constituent who had not previously recorded a GPC opt-out logs in, and now has GPC set in the browser, Luminate Online captures that setting and updates the constituent's record automatically.

Administrators can also manually edit a constituent record to update the Opt-out setting for a constituent. In the Data Privacy tab, an Edit Preferences link allows admins to change a setting for opt out of Targeted Ads, Sale of Personal Data, and Profiling.

The modification date reflects when a status is edited.

Note that the Global Privacy Control setting is not editable and is set based on the browser setting.

  • A No preference set status means the GPC signal is off and the constituent is opted in.

  • A Yes status means GPC is on and the constituent is opted out.

As an administrator, you can create and save queries that filter constituents based on their data privacy preferences for four Privacy Types, so that you can effectively communicate with constituents while also respecting their privacy preferences.

In Data Management, Query, Query Builder, a new Field type, Data Privacy, provides four fields for the following query results:

  • Global Privacy Control

  • Profiling

  • Sale of Personal Data

  • Targeted Ads

Query results can be made into a group.

Note: De-identified constituents are included in results that show privacy settings. However, constituents who were removed by request are not in the system at all and cannot be found in results.

You can generate a CSV report to export the status for any of the four privacy Opt-Out fields. Specifically:

  • Data Privacy/Global Privacy Control

  • Data Privacy/Profiling

  • Data Privacy/Sale of Personal Data

  • Data Privacy/Targeted Ads

The functionality that allows for the CSV files to be exported is in Data Management, Mail Merges.

First, you may want to create a new group to place your privacy results into. Next, create a Mail Merge to generate a CSV and include any of the Data Privacy field options. Select a group, then wait for your CSV results.

We've added further support for privacy management.

  • Volunteer Management no longer includes de-identified constituents in volunteer search or Manage Job.

  • Report Writer reports include Opt Out fields so you can filter to exclude constituents who have set their opt-outs. True/False is also included in reports that return constituent data.

    These updates are supported in the following reports:

    • Advocacy: Letter to the Editor Summary

    • Delayed Self Pledge: Delayed Self Pledge and Delayed Self Pledge Failures

    • Organizations: Organization Gift Summary

    • Personal Events: Event Attendee Details

    • TeamRaiser:

      • Gift Summary By Participant

      • Gift Details

      • Cross-Event Gift Summary By Participant

      • Event Surveys

      • Milestones

      • Registrations

      • Cross-Event Registrations

    • Transactions: Direct Debit Mandate Details and Transaction Details

    • Volunteer Management:

      • Volunteer Shift Summary

      • Volunteer Registration Details

      • Volunteer Profile Details

    Note: De-identified constituents do not appear in report results.

    See full details of working with privacy requests in the Luminate Online section of the Blackbaud Privacy Resource Center.

Fundraising and Relationship Management

The latest Participant Center 2 and Participant Center 3 versions now allow supporters to upload two photos and one video on a Team Page or Personal Page. This update applies to existing and new TeamRaisers.

When enabled, your participants and team captains can use three media displays, including two photos and one video on the single page.

Enable the option for two photos and one video on team and personal pages

First, configure your Participant Center. Go to (Fundraising, TeamRaiser, Participant Centers. In the Configure Options step, select these options to allow the 2 Photos and 1 Video layout options to become available in your TeamRaiser configuration:

  • Personal Page Layout 2-Photo and 1-Video Option

  • Team Page Layout 2-Photos and 1-Video Option

Next, find your TeamRaiser event and select Edit. Go to the Customize Pages step in your TeamRaiser, then select the Default Personal Page or Default Team Page.

Select Two Photos And One Video as the Layout. This layout is responsive by default.

Scroll down to add two photos and one video to provide participants and teams with a template starting page. Participants and team captains can edit the images and video later if they prefer to add their own media.

Select Finish or Save to save your updates.

API support for this feature includes the following changes

getTeamraiserConfig includes two new properties:

  • personalPageTwoPhotosAndOneVideo

  • teamPageTwoPhotosAndOneVideo

These are set by corresponding checkboxes in the Participant Center configuration and can be overridden in the advanced settings for a specific TeamRaiser.

If personalPageTwoPhotosAndOneVideo is true, then the Participant Center ignores the getPersonalMediaLayout and updatePersonalMediaLayout API methods.

getTeamPhoto and uploadTeamPhoto support a second photo and caption. getTeamPhoto returns a single photoItem for a team page with one photo, or an array of photoItem or two photos, like getPersonalPhotos. When interpreting the API response, use an ensureArray function with this and iterate over the array, just like with getPersonalPhotos .

uploadTeamPhoto supports new parameters for the second photo and second caption, using the same parameter names as uploadPersonalPhoto.

New API methods getTeamVideoUrl and updateTeamVideoUrl work like getPersonalVideoUrl and updatePersonalVideoUrl :

  • getTeamVideoUrl takes a team_id parameter to identify the team instead of a cons_id parameter to identify the participant.

  • updateTeamVideoUrl can only be called by the team captain (similar to how only the team captain can call updateTeamPhoto).

To support the new payment processing for the TeamRaiser-Facebook Fundraising integration, the Site Usage and Usage by Security Category reports now offer an option to display the total amount (TeamRaiser External Gift Amount) and number of donations (TeamRaiser External Gift Transactions) coming in from Meta Pay or PayPal Giving Fund for TeamRaisers integrated with Facebook Fundraising. See Usage Reports.

April 2023

Details about the "Available now" capabilities discussed in the April 2023 Product Update Briefing are below.

Marketing and Engagement

The new Good Move app offers mobile fundraising and activity tracking for your TeamRaiser event.

Good Move app logo

The Good Move app integrates with your TeamRaiser event to expand and track activity for your participants as they support your mission. Data shows that fundraisers who use an app and actively engage in activity tracking can raise up to three times more money than fundraisers who don’t use an app!

With Good Move, activity tracking goes beyond the familiar options of running, walking, and cycling. Participants can track 60+ activities — from pickleball and meditation, to gardening and motorcycling — or create your own!

Participants can sync existing activity tracking apps, such as Apple Health, Fitbit, Garmin, MapMyRun, or Strava, to Good Move for automatic participation updates.

Mobile app progress meter for Good Move

Because activities are not restricted to a specific location or time, you can engage participants and supporters who may not be available on an event date.

This feature is available to all TeamRaiser customers with no additional subscription fees.

To request Good Move, complete this form.

Participants using the Good Move mobile app get:

  • Integrated activity tracking between the app and TeamRaiser

  • Custom messages, push notifications, and alerts

  • App onboarding with one-time passcodes

  • In-app team pages, personal pages, and sharing tools

  • Dynamic point system with activity-tracking tools (connected devices, manual entries, gym check-ins)

  • Activity feeds

  • Ability to join multiple events at the same time

Administrators working in TeamRaiser get:

  • Option to use the Good Move mobile app with your event

  • New layout options to show Good Move progress, including:

    • Activity progress meters

    • Summary stats

    • Activity leader boards

    • Activity feeds

  • Option to show Good Move in Participant Center 3 (APIs available for custom versions)

After Good Move is enabled for your site, you'll select the Mobile App step in your TeamRaiser event's Identify TeamRaiser configuration to get started.

Image of TeamRaiser configuration options with a Good Move enablement step

You can add Good Move status indicators on event, team, or participant pages using components or S-Tags. See Add Good Move Activity Tracking Data to TeamRaiser Pages.

More information about this feature is being developed, but you can get started with the Good Move Mobile App Integration with TeamRaiser help.

Display your TeamRaiser's top participants in a scrolling list anywhere on any page from any domain.

Each TeamRaiser provides code that you can use to embed the Top Teams status indicator as well as the Top Participants.

 

To add Top Teams or Top Participants to a non-Luminate web page, configure Luminate Online to recognize your domain so it can serve framed content. Go to Setup > Site Options and add your domain to the SEC_CSP_FRAME_ANCESTORS_DOMAIN field, then Save.

Next, open your TeamRaiser event in Luminate Online and visit the Publish page. You'll see the code available to add to your page and guidance for code placement.

See Top Participant status indicator for detailed steps.

When creating your email in the new email experience, you can now add links to content that is hosted by Luminate Online.

For guidance, see Links. For link option descriptions, see Link to Miscellaneous Content.

Add preview text to your email in the new email experience to make your email stand out and entice your audience to read it. Preview text displays in the recipient's inbox near the subject line.

Enter preview text on the Email details page when you create your email message.

See Preview Text.

The new getEventGifts method provides a list of all gifts donated within a timeframe for a TeamRaiser event.

Whereas getGifts requires a cons_id to return gifts for a constituent in a TeamRaiser event, the new getEventGifts allows you to pull all event gifts within a timeframe for the event, no matter who the gifts belong to.

The getEventGifts API fetches event gifts based on the following passed parameters:

  • fr_id - Required

  • begin_date - Optional

  • end_date - Optional

The method requires authentication and must include the login_name and login_password of the administrator. Only administrators with an API Administrative Account have permission to execute this method.

See getEventGifts.

The getParticipants API now supports Server calls and responses to pull participant data for a TeamRaiser event using only the fr_id or event_type parameter.

See getParticipants.

On the Email Opt-In page in a responsive layout, constituents can now subscribe (opt in) to an email campaign interest. Previously on the page, constituents could only unsubscribe (opt out).

Large images can flag email providers to identify your email message as spam. To protect your email messages from this designation and ensure they arrive in the in-boxes of your supporters, we're now providing image size enforcement in both classic and new email messages.

Starting in this release, image file size must be less than 1 MB for your email message to move past the approval step. If your message includes an image larger than 1 MB, you'll be prompted to take action to use a smaller image.

To match industry spam identification specifications, the email enforcement evaluates the image file size, not overall pixels.

Fundraising and Relationship Management

Provide supporters an option to cover online transaction fees with Donor Cover in Blackbaud Checkout!

Donor Cover is an optional selection in Blackbaud Checkout where supporters can agree to cover your organization’s fixed, online transaction fee for their one-time donation. Offering this option allows your organization to retain more revenue for your mission.

When the donor selects the option, Blackbaud Merchant Services (BBMS) automatically calculates the fee and adds it to the gift amount total.

Checkout screen that highlights an option where donors can select an option to pay transaction fees for the organization

Note: Donor Cover is currently available in Blackbaud Checkout only. If you use a custom solution of Donor Cover, continue using your existing implementation, especially if used with standard forms.

To request Donor Cover on your Blackbaud Checkout forms, contact Blackbaud Support.

To learn more, see Donor Cover in Blackbaud Checkout.

On July 31, 2023, Google will retire Universal Analytics and replace it with Google Analytics 4 (GA4). GA4 offers a highly customizable experience.

The most commonly used tracking types in Luminate Online are:

  • Basic tracking, which tracks the number of page views with standard Google Analytics 4 JavaScript

  • Funnel visualization, which tracks how many users reach the goal page

  • eCommerce Tracking, which tracks transaction amounts and contents of a purchase

Image of statistics available with Google Analytics tracking

To collect Google Analytics data so you can analyze how your supporters engage, complete the steps in Set Up Google Analytics 4. This includes setting the following two new Site Options:

  • GOOGLE_ANALYTICS_SITE_MEASUREMENT_ID=Enter the MEASUREMENT ID of your Google Analytics 4 account number.

  • GOOGLE_ANALYTICS_TRACK_PAGE_WRAPPERS=Set to TRUE to insert Google Analytics 4 tracking code into page wrappers automatically. By default, this is FALSE.

For overall changes to your Luminate Online site for GA4, see Analytics Tracking.

For general information about this change and GA4, see Google Analytics Help.

In TeamRaiser, you can now schedule the date and time to open and close registrations for your event.

When you edit a TeamRaiser, new options in theIdentify TeamRaiser step enable the automatic updates for your TeamRaiser status.

Set a date and time in the new Registration Open Date option, and your TeamRaiser status will automatically update to either Accepting Registrations and Gifts or Accepting Registrations Only, depending on your selection in the new TeamRaiser Registration Option.

You can also set the date and time to close registrations in the new Event Close Date option.

You can now move a TeamRaiser registration from one event to another active event.

When this feature is enabled and no additional gift is attached to the registration, the Move registration to a new TeamRaiser event option is available on a participant's record for the TeamRaiser.

Enable this feature in Setup > Site Options by setting MOVE_REGISTRATION_ENABLED to TRUE.

When moving a registration, the Honoree information also transfers to the new event, and the old registration is made inactive. Participants receive an autoresponder email to confirm the registration in the new event.

Note: You cannot move registrations that include an additional gift or monetary upsell. You can, however, refund the monetary upsell or additional gift amount and then move the registration and registration fee to another event.

When the new registration costs less than the initial registration, the amount of the difference is moved to the new registration as an additional gift.

When the new registration costs more than the initial registration, you can still move the registration. The outstanding balance is shown prior to the move and recorded for historical data.

For more details and steps to move a registration, see Move a TeamRaiser registration to another event.

You can now offer PayPal as a payment option for custom TeamRaiser registration pages that process transactions using the API.

The new processRegistrationPayPal API can accept registration fees via PayPal.

When a participant selects PayPal as the payment method while registering for a TeamRaiser event on an API-based form, the processRegistrationPayPal API method returns a redirect URL that can redirect the participant's browser to the PayPal payment interface to submit the payment, and then returns them to your registration confirmation page if the payment was successful. Donors will need to provide required fields of name, address and email address for the participant to both pay via PayPal and register.

  • To offer this, you'll need a PayPal Business Account.

  • Next, you need a merchant account that accepts PayPal. You can either engage Blackbaud Services to set this up for you.

  • Next, you'll set up a PayPal data element on your donation form that is used for your TeamRaiser.

  • Configure your TeamRaiser to accept PayPal as an option. You can get help with these steps in this Accept PayPal Payments help topic.

Autoresponder emails automatically send as a response to a constituent action, such as a donation or registration. You can now view these emails in Luminate Online so you can track and monitor email correspondence with your supporters.

Autoresponder logs that display in a constituent record include the email subject, date and time of the send, bounce status, and whether the recipient took action.

Autoresponder logs that display in Reports Classic include the email subject, the number of autoresponders sent, feature associated (such as TeamRaiser), bounce status, and whether the recipients took action. The autoresponder email logs are consolidated, which means you see emails from all features in your site.

To use this feature, contact Blackbaud Support to enable the AUTORESPONDER_ENABLE_TRACKINGSite Option.

Note: Luminate Online only displays autoresponder logs starting at the time this feature is enabled and forward. Historical autoresponder logs prior to enabling this feature are not included in the visible records.

Tip: To manage autoresponder email content, visit the Autoresponder Center.

Constituent Record Autoresponder Logs

To see autoresponder emails sent to a specific constituent, go to Constituent360 > Constituents and open the constituent record. Select the Interactions tab, then select Autoresponders sent to view the autoresponder data.

Autoresponder Report

To see all autoresponder emails, go to Data Management > Reports > Reports Classic > Email Reports. Select Autoresponder Report.

Select either all autoresponders or a specific message type and date range. Remember that the data only includes autoresponder data from the time this feature is enabled for your site.

Review the data on the screen, or download a CSV version.

You can now learn more about the attendees of your ticketed event by adding additional questions to your ticket purchase form.

Question types, like multiple choice, yes/no, and text fields, allow you to ask for information like name, meal preference, t-shirt size, or reason why they are supporting your organization.

You can choose to make your questions optional or required on either standard or responsive forms.

You'll find the new feature when editing your event and setting up your ticket type. Under 6. Configure Ticket Types >d. Configure Ticket Questions, select Add a Question.

Choose a question type.

Configure your question and save your event. Attendees see the additional questions after selecting the ticket type associated with the questions.

In the example below, an administrator created a ticket type called, MyFirstTicket5, then associated a Short Text Value question with the ticket type. In the Short Text Value question configuration, the admin provided a prompt of First Name. The admin decided to make First Name a required field.

Now, when a registrant selects the MyFirstTicket5 ticket type, the required First Name field displays.

View responses in the Event Question Report underTicket Questions.

Select View User Data to view detailed ticket question responses.

If you do not want this feature enabled for your site, set the TICKET_QUESTION_ENABLED Site Option to FALSE.

Get notified by email when someone registers for your ticketed Calendar Event.

With the new Notify option, you can enter any email address to receive notification of a new attendee after a ticket is purchased.

To receive email notifications for an existing or new ticketed event, go to Content > Event. Select the Edit Ticket Information step on the left, then in step 5, Ticket Purchase Notification, select Notify. In the Ticket Purchase Notification List field, add one or more email addresses. Use semicolons to separate the email addresses, or enter each address on its own line. Save your changes.

Email notifications look similar to this example:

Donors can now make one-time gifts of Canadian (CAD) or Australian (AUD) currency through PayPal in Blackbaud Checkout in addition to US dollar (USD) currency.

To offer PayPal in Blackbaud Checkout, first set up Blackbaud Checkout for Luminate Online, then set up PayPal with Blackbaud Merchant Services. No additional steps are needed to enable the currency support.

In September 2022, we announced the support of Venmo in Blackbaud Checkout. However, transactions were captured as "PayPal" in report data.

Reports for Blackbaud Checkout now show transactions made through Venmo as "Venmo" transactions.

Security​

To support multiple center Luminate Online environments, emails sent from the new email experience now filter constituents based on centers.

Just as in the classic email campaign, when two constituents in two different centers are in the same audience group, the email is only sent to the constituent in the center from which the email is sent.

Your constituents can now provide either their user name or email address to reset their password.

Constituent password reset using an email address

Constituent password reset using a user name

Design​

Add visual appeal and separate sections of your email by inserting an emoji to the body of your email.

Emojis are available when working with the Text component of the Email Designer in the new email experience.

Add visual appeal and separate sections of your email by inserting a divider line to your email using the Email Designer in the new Email experience.

To add a line, move Divider line to the layout, set its style, and select Apply.

 

Luminate Online October 2022

Details about the "Available now" capabilities discussed in the October 2022 Product Update Briefing are below.

Marketing and Engagement

The new Email Campaign experience features a drag and drop designer that includes conditionals and S-Tags, sorting/filtering for images and lists, personalization, and more!

The updated experience is fully compatible with the classic email campaign and allows you to switch between the experiences to use all options in both the classic and new Email Campaign offerings. There are no extra fees and no new contracts required to use this new experience.

To learn more, see Email Campaigns and catch our on-demand webinar, Designing and Sending Luminate Online Email Just Got Easier!


Constituents can now interact with your site using responsive pages that adapt to the size of the device.

Fully-responsive pages from the Standard Page Center include: registration, profile update, opt-out confirmations, and email interests/preferences. The updated pages feature div-based layouts.

To enable, set any of the following Site Options to TRUE:

  • Email interest or preference page: CONS_EMAIL_PREF_USE_RESPONSIVE_LAYOUT

  • Registration page: CONS_USER_PROFILE_USE_RESPONSIVE_LAYOUT

  • Volunteer profile page: CONS_VOL_PROFILE_USE_RESPONSIVE_LAYOUT

  • Opt-out page: CONS_OPT_OUT_USE_RESPONSIVE_LAYOUT

By default, the options are FALSE to use the existing table-based layout.

We've improved a participant's experience while connecting their personal TeamRaiser fundraiser with Facebook Fundraising.

Mastercard announced new requirements for recurring donations, pledges, and memberships paid via Mastercard. Your organization should review and make changes by March 21, 2023 to ensure compliance.

For an in-depth session on meeting requirements, see our on demand webinar: Be Compliant with new Mastercard Recurring Gift Requirements. Resources that accompany the webinar are posted in our Community. See also the Blackbaud Mastercard compliance page and Knowledgebase article 199934.

This release provides new enhancements to assist your organization to meet the new requirements. Review each requirement and recommendation at our MasterCard recurring card payment requirements resource.

New donation form data element

Add the new Recurring Gift Terms Acceptance data element on your donation form to display a terms and agreement statement before your supporter agrees to the recurring payment.

See Add a recurring gift "terms and acceptance" element to a donation form.

New infrequent donor support

Tip: Infrequent donor autoresponders are disabled by default so that you can review and update autoresponder language before sending emails to your supporters. To send infrequent donor autoresponders, enable the task as described in Requirement 5 in the MasterCard recurring card payment requirements resource.

New autoresponders meet Mastercard's requirement to remind infrequent donors of an upcoming billing. Mastercard defines an infrequent donor as someone who sends payments spaced 6 months or more apart.

Reminders of upcoming payments must go out to the supporter between 3-7 days before the billing.

The new autoresponders, which are disabled by default, are:

  • Next Sustaining Payment Notification

  • Next Installment Payment Notification

Both contain language about the upcoming billing, subscription terms, and how to cancel the subscription.

Because the autoresponders are disabled by default, you'll need to turn them on when you are ready. To enable the autoresponders, you'll go to Setup > Site Options, and set DON_RECURRING_PLEDGE_NOTIF_TASK_EXECUTION_ENABLED to TRUE. By setting this to TRUE, the Recurring Donor Notification Task runs daily for your site to identify infrequent donors who have an upcoming billing. The autoresponders will automatically send out 5 days in advance of a billing to any infrequent donors identified by the task.

Review Requirement 5 in our MasterCard recurring card payment requirements resource.

Note: As always, it is best to work with your organization's legal advisor, who is familiar with your practices and constituents, to determine your obligations under the card rules and other requirements to which your organization may be subject. Nothing in this information should be construed as legal advice or a legal opinion on any specific facts or circumstances.

You can now send active recurring gifts with expired credit cards to Blackbaud Payment Services (BBPS) for potential processing so that you can collect as much support for your mission as possible. In some instances, banks honor expired credit cards.

By default, Luminate Online continues to restrict expired cards. To send expired cards for potential processing, you must enable this option by contacting Blackbaud Support.

See Send expired credit cards to Blackbaud Payment Services.

You can now require donors to provide their first and last name in Blackbaud Checkout. When enabled, donors must include their first and last names during payment, and the information is captured as part of the payment transaction.

To enable first and last name as required fields in Blackbaud Checkout for Luminate Online, contact Blackbaud Support to enable the PAYMENT_BBCHECKOUT_IS_NAME_REQUIRED Site Option.

Accept ACH (direct debit) payments for one-time or recurring payments in Blackbaud Checkout!

After selecting Direct debit account, donors enter their bank information.

To identify direct debit payments through Blackbaud Checkout, search for the Direct Debit (Secure Checkout) transaction in one of the reports identified in Reports for Blackbaud Checkout.

See Direct Debit (ACH) in Blackbaud Checkout.

Venmo in Blackbaud Checkout is now generally available! After enabling the Blackbaud Merchant Services — PayPal integration, devices with Venmo installed automatically display Venmo as a payment method in Blackbaud Checkout for one-time, US dollar transactions.

Venmo features include:

  • Blackbaud PayPal rate (2.8% + $0.26) for Venmo transactions

  • Support for one-time gifts in US dollars

  • Funds disbursement by PayPal to your organization's PayPal business account

To integrate your PayPal account, see PayPal Commerce Platform in the Blackbaud Merchant Services documentation.

To use Blackbaud Checkout in Luminate Online, you can either:

To learn how donors process Venmo payments in Blackbaud Checkout, see Knowledgebase article 199050.

Fundraising and Relationship Management

Display your TeamRaiser's top participants in a scrolling list on your site! Each TeamRaiser configuration now includes code that you can use to embed the Top Participant status indicator in any web page on any domain.

To use the code snippet, open your TeamRaiser event, and visit the Publish page. You'll see the code available to add to your page. You'll also need to allow your domain to serve the framed content by adding your domain to the SEC_CSP_FRAME_ANCESTORS_DOMAIN Site Option.

 

See Top Participant status indicator for the complete steps.

TeamRaiser participants in Participant Center 3 (PC3) can now create a team after registering for the event.

When a participant wants to form a team in PC3 after registering, the new createTeam API is at work behind the scenes to either create a new TeamRaiser team for the event or re-form a team from a previous event. The participant becomes the captain by default.

Security​

You can now enable Multi-Factor Authentication (MFA) for user (constituent) access to your site.

Multi-Factor Authentication (MFA) is an authentication method that requires two or more verification factors to access a resource.

Luminate Online uses a 6-digit code emailed to the user as a one-time password (OTP). The user copies the code from the email and enters it into the login page to access your site.

See Multi-Factor Authentication for Users.

​

Luminate Online April 2022

Details about the "Available now" capabilities discussed in the April 2022 Product Update Briefing are below.

Design​

Add a "Donate Now" button anywhere on your website to offer a quick donation form that uses Blackbaud Checkout. See Add a Donate button to a webpage.

API-based donation forms can now use Google's reCAPTCHA v3 to ensure that submissions come from real donors to prevent fraud.

See Secure donations with Google reCAPTCHA v3.

PayPal is available as a payment method for one-time payments in the Blackbaud Checkout donation form. Venmo is currently available to select customers in Blackbaud Checkout and will be generally available soon. See Blackbaud Checkout.

Security​

Easily manage constituents created by fraudulent transactions in the Fraud Management center.

When a fraudulent transaction creates a constituent record, the record is tagged as suspicious. You can remove or resolve the records one by one, or in bulk.

See Fraud Management.

Multi-factor authentication (MFA) for administrator access to Luminate Online is now available. When enabled, administrators authenticate into Luminate Online using a password as well as a code sent to their email address.

See Multi-Factor Authentication for Administrators.

 

 

Luminate Online October 2021

Details about the "Available now" capabilities discussed in the October 2021 Product Update Briefing are below.

Marketing and Engagement

Users interact with your sites via computer, tablet, and phone. Responsive design allows your information and interface displays to adjust to the screen size of the user's device. Interfaces and information that do not adjust for screen size often display in an ugly and ineffectual way.

You can now enable a responsive design for user Login, user Name Recovery, and Password Recovery pages.

To learn more, see Responsive Layouts.

Enable Google reCAPTCHA v3 on constituent-facing User Registration pages so your registrants no longer need to manually complete a CAPTCHA challenge.

This feature displays a reCAPTCHA logo on the User Registration page and runs an algorithm to verify that users are humans, not machines. If the user doesn't pass the reCAPTCHA test, processing stops and an error returns. This helps cut down on hacking attempts and fraudulent registrations.

Privacy Terms reCAPTCHA

To learn how to enable reCAPTCHA v3 on your non-API-based forms, see Add CAPTCHA or reCAPTCHA.

Note: Support for reCAPTCHA on API-based donation forms is coming soon!

Fundraising and Relationship Management

Use the available code and instructions to extend the capabilities of Luminate Online by using personalized Online Express forms and SKY API via Power Automate.

This is available from the Microsoft Power Platform Template Showcase under "Personalized Online Express Forms."

Security

We strengthened administrator password requirements to enhance protection of your accounts. When resetting your password, you cannot reuse any of your previous six passwords.

See Administrator Passwords, and Changes to Blackbaud Luminate Online Logins for more information.