17
2014 CAMPAIGN ePLEDGE REDESIGN UNITED WAY OF THE BAY AREA “Intuitive design is how we give the user new superpowers.” Jared Spool

Phase One Revision of Wireframes

Embed Size (px)

DESCRIPTION

Revision of Deck after discussion with programmers at Andar

Citation preview

Page 1: Phase One Revision of Wireframes

2014 CAMPAIGN ePLEDGE REDESIGNUNITED WAY OF THE BAY AREA

“Intuitive design is how we give the user new superpowers.” Jared Spool

Page 2: Phase One Revision of Wireframes

e-Pledge Redesign 2

EPLEDGE FLOW CHART

LOG INFUM GIFT TO UWBA

SPLIT TO 3 KEY AREAS

PROFILE (PREFERENCES)

STEP 1: THANK YOU PAGE REDIRECT(GOAL COMPLETE)

STEP 2:THANK YOU EMAIL SENT

DESIGNATEUWBA AGENCY (S)

CHOOSE FROM LIST

DESIGNATEWRITE IN

CREDIT

PAYROLLChoose amountx number of paychecks & number of pay periods

Choose amountx 12 monhly payments or 1 time payment (minimum $120 per year)

Choose date/amountx 12 monhly payments or 1 time payment provide rounting info

E-CHECK

WELCOME

1. Contribution Details 2. My Profile 3. Review and Approve

REVIEW & CONFIRM GIFT DETAILS

UP-SELL DONATIONTIME SENSITIVE

Page 3: Phase One Revision of Wireframes

e-Pledge Redesign 3

EPLEDGE LOG IN SCREEN

Page 4: Phase One Revision of Wireframes

e-Pledge Redesign 4

EPLEDGE WELCOME SCREEN

Page 5: Phase One Revision of Wireframes

ePledge Redesign 5

CHOOSE PLEDGE METHOD

STEP ONE: CHOOSE PAYMENT METHOD WIREFRAME FOR RADIO BUTTONS

“Grateful for the help to find a safe haven for my family.” Carrie M., Emergency Food & Shelter

PREVIOUS CONTINUEMY TOTAL PLEDGE: $1200

Payroll Deduction

Credit Card

e-Check

YES, I’D LIKE TO PLEDGE BY:

Page 6: Phase One Revision of Wireframes

ePledge Redesign 6

I authorize my employer to deduct my total annual contribution from my paycheck as specified below.

Deduction per Pay Period

Number of Pay Periods

Number of Deductions to Make

Total Annual Pledge

PAYROLL DEDUCTION

STEP ONE-A: CHOOSE PAYMENT METHOD WIREFRAME

“Thank you for helping me to provide for my children.” Jose Alvarez, SparkPoint Client

SUCCESS STORY Sem lacinia quam venenatis vestibulum. ultricies vehicula ut id elit. Vestibulum id ligula porta felis euismod semper. ultricies vehicula ut id elit. Vestibulum id ligula porta felis euismod semper.

Note: If your contribution is $1000 or more per year, you are eligible to join one of United Way of the Bay Area affinity groups. If you would like to join a leadership group check one of the boxes below.

Emerging Leaders

Womens Leadership Circle

12 Pay Periods

$1200.00

$100.00

12 Deductions

CONTINUE

PREVIOUS CONTINUEMY TOTAL PLEDGE: $1200

Split your gift?

Page 7: Phase One Revision of Wireframes

ePledge Redesign 7

“This year, we kept all of our tax return. Thank you!” Shelley Chen, Earn It! Keep It! Save It! Client

Your gift to United Way Community Fund will go where the need is the greatest to help hundreds of Bay Area families in your neighborhood to get jobs, go to school, find affordable housing, and put food on the table. Thank you for supporting critical programs in the Bay Area.

United Way Community Fund: Give my gift where the need is the greatest $1000

Education: Level the playing field Financial: Making ends meet Basic Needs: Critical services

STEP ONE-B: ASSIGN GIFT AND SPLIT IF DESIRED

1 2 3

Contribution Details My Profile Review and Approve

Split your gift to more agencies?

? ? ?

CONTRIBUTION DETAILS PREVIOUS CONTINUEMY TOTAL PLEDGE: $1200

$200

Page 8: Phase One Revision of Wireframes

ePledge Redesign 8

“This year, we kept all of our tax return. Thank you!” Shelley Chen, Earn It! Keep It! Save It! Client

STEP ONE-B: AGENCY SEARCH

1 2 3

Contribution Details My Profile Review and Approve

CONTRIBUTION DETAILS PREVIOUS CANCEL CONTINUEMY TOTAL PLEDGE: $1200

Search by keyword, city and/or state for a non-profit currently listed with United Way. Once the search results are populated, enter the annual amount for each of your selected agencies. Click “Cancel” to return to the main page.

Search for an agency

Please enter amounts below to the agencies of your choice. Minimum amount per agency is $100.

If your agency is not listed, select the “write-in” option. Or try to search again using different keywords. Click “Finished” to add your choices. You will have a chance to review the result and return to the main page after confirmation.

KEYWORD

CITY

* Any State

SEARCHWrite in

Page 9: Phase One Revision of Wireframes

ePledge Redesign 9

“This year, we kept all of our tax return. Thank you!” Shelley Chen, Earn It! Keep It! Save It! Client

1 2 3

Contribution Details My Profile Review and Approve

STEP ONE-B CLICKED: AGENCY SEARCH RESULTS

Showing Agencies 1-20 of 4486 | 21-40 | < > | 150-430

Name of agency

826 Valencia

Guide Dogs for the Blind

Red Cross

Oceana

Habitat for Humanity

$100

0

0

0

$100

Amount

Agency search results

Please enter the amounts below for the agencies of your choice, $100 minimum per agency.

If your agency is not located, choose the write-in option.

CONTRIBUTION DETAILS PREVIOUS CANCEL ADDMY TOTAL PLEDGE: $1200

KEYWORD

CITY

* Any State

SEARCHWrite in

Page 10: Phase One Revision of Wireframes

ePledge Redesign 10

“This year, we kept all of our tax return. Thank you!” Shelley Chen, Earn It! Keep It! Save It! Client

Your gift to United Way Community Fund will go where the need is the greatest to help hundreds of Bay Area families in your neighborhood to get jobs, go to school, find affordable housing, and put food on the table. Thank you for supporting critical programs in the Bay Area.

United Way Community Fund: Give my gift where the need is the greatest

211 Bay Area

$800

$200

Education: Level the playing field Financial: Making ends meet Basic Needs: Critical services

1 2 3

Contribution Details My Profile Review and Approve

Split your gift to more agencies?

? ? ?

CONTRIBUTION DETAILS PREVIOUS CONTINUEMY TOTAL PLEDGE: $1200

$200

Page 11: Phase One Revision of Wireframes

ePledge Redesign 11

“I have confidence that I can achieve my dream.” Terek Turner, Matchbridge Client

Please review your information below and confirm that it is correct. Let us know how you would like your gift confirmed. Your information is not released to any parties without your permission and will be used o send you a confidential tax receipt.

First name

Last name

Personal email

Home address

Line 2

City

State

Zip

John

Donor

[email protected]

1352 Halibut Street

Foster City

94404

CA

Apartment #201

STEP TWO: PREFERENCES

Your email is used to send a confirmation of your gift or important tax information.

CANCELPREVIOUS CONTINUE

1 3

Contribution Details My Profile Review and Approve

2

?

?

MY PROFILE MY TOTAL PLEDGE: $1200

Page 12: Phase One Revision of Wireframes

ePledge Redesign 12

“I found I was eligible for CalFresh. So grateful for the help!” Vanessa Grove, Caller to 211

Review and Approve

If you have no changes, please press “Confirm”. If you would like to make a change use the “Previous” button. “Cancel” will take you back to the welcome page.

Gift splitUnited Way of the Bay Area: $1000826 Valencia: $100Habitat for Humanity: $100Total: $1200edit

Pledge Type: Payroll DeductionNumber of Pay Periods: 12Number of Deductions: 12Deduction per pay period: $172edit

John Donor1352 Halibut StreetFoster City, CA [email protected]

STEP THREE: REVIEW AND APPROVE (TOP BAR)

1 3

Contribution Details My Profile Review and Approve

2

CANCELPREVIOUS CONTINUE

Great news! For a limited time if you add $100 per year to your contribution to United Way Community Fund your company will match it 100%! Click the button now and enter this code MATCH100 when prompted.

ADD $100 PER YEAR TO UNITED WAY COMMUNITY FUND

X

Page 13: Phase One Revision of Wireframes

ePledge Redesign 13

“I found I was eligible for CalFresh. So grateful for the help!” Vanessa Grove, Caller to 211

Review and Approve

If you have no changes, please press “Confirm”. If you would like to make a change use the “Previous” button. “Cancel” will take you back to the welcome page.

Gift splitUnited Way of the Bay Area: $800826 Valencia: $100Habitat for Humanity: $100Total: $1200edit

Pledge Type: Payroll DeductionNumber of Pay Periods: 12Number of Deductions: 12Deduction per pay period: $100edit

John Donor1352 Halibut StreetFoster City, CA [email protected]

STEP THREE: REVIEW AND APPROVE (POP UP MODAL TO ADD FUNDS RIGHT HERE)

1 3

Contribution Details My Profile Review and Approve

2

CANCELPREVIOUS CONTINUE

Great news! For a limited time if you add $10 per pay period to your contribution to United Way Community Fund your company will match it 100%! Click the button now and enter this code MATCH100 when prompted.

ADD $10 PER PAY PERIOD TO UNITED WAY COMMUNITY FUND

X

Yes! I want to make a bigger impact! For a limited time you may add $100 per year and Dodge & Cox will match 100%.

Enter your promo code

X

ADD MATCH100

Page 14: Phase One Revision of Wireframes

ePledge Redesign 14

“I found I was eligible for CalFresh. So grateful for the help!” Vanessa Grove, Caller to 211

Review and Approve

If you have no changes, please press “Confirm”. If you would like to make a change use the “Previous” button. “Cancel” will take you back to the welcome page.

Gift splitUnited Way of the Bay Area: $1000Matched gift: $100826 Valencia: $100Habitat for Humanity: $100Total: $1300edit

Pledge Type: Payroll DeductionNumber of Pay Periods: 12Number of Deductions: 12Deduction per pay period: $108edit

John Donor1352 Halibut StreetFoster City, CA [email protected]

STEP THREE: REVIEW AND APPROVE (TOP BAR)

1 3

Contribution Details My Profile Review and Approve

2

CANCELPREVIOUS CONFIRM

___

Page 15: Phase One Revision of Wireframes

ePledge Redesign 15

Pledge Confirmation

Print using the “Print” button below and save a copy for your records.

Thank you for making an impact in the lives of many, many Bay Area families! Your support of poverty cutting programs in your neighborhood is appreciated by donors, volunteers and the working families who benefit.

Please email me an acknowledgment of my contribution.

Release my address to my designated nonprofit.Please email a confirmation of the pledge to the email address above.

FINAL PLEDGE CONFIRMATION TO PRINT

LOG OFFPRINT

Gift split:United Way of the Bay Area: $800Matched amount: $100826 Valencia: $100Habitat for Humanity: $100Total: $1100

Reference Number: 45379872Pledge Type: Payroll DeductionNumber of Pay Periods: 12Number of Deductions: 12Deduction per pay period: $100

John Donor1352 Halibut StreetFoster City, CA [email protected]

Communication Preferences

“Thanks to donors like you, my child will have a better life.” Susan Hall, Community Schools

Page 16: Phase One Revision of Wireframes

e-Pledge Redesign 16

EMAIL CONFIRMATION

Suggestion:

Use HTML in our brand template with an appropriate image.

Display name, can it be Gift Processing?

The subject line could say something like: “Thank you for your United Way pledge” open for review.

Email confirmation is sent to the donor in plain text. It is possible to use HTML for this.

We should consider styling the thank you and perhaps adding text that confirms that the donor’s money will be put to really good programs if they donated to United Way.

Also the gifts should be listed with United Way Community Fund at the top, then the key areas, then any other designations.

Thank you for your 2014 United Way ePledge Donation

Dear John Donor,

Thank you for your commitment and support by making your gift to the 2014 United Way Campaign. You are helping people like Angel Plascencia who recently had his taxes done at Earn It! Keep It! Save It! for free.

Your pledge is summarized below for your 06/19/2014 transaction.

Gift split:United Way of the Bay Area: $800Matched amount: $100826 Valencia: $100Habitat for Humanity: $100Total: $1100

If there is any incorrect information, please contact us at [email protected], or call (800) 273-1779.

This confirms your gift to United Way of the Bay Area, and along with a bank record of your payment (check or credit card) or your

Gift Processing

Page 17: Phase One Revision of Wireframes

e-Pledge Redesign 17

Thank you page after logging off.

Consider option to not log off yet but instead review history or other task associated with account.

EPLEDGE THANK YOU SCREEN