Event & Campaign Templates

Nonprofits using DonorDrive faced a major pain point in managing large-scale fundraising programs. Administrators were wasting significant time updating content across multiple events within a campaign. Even minor content changes, like adjusting a few lines of text or modifying a notification, had to be applied manually to each event in the program. This inefficiency made it challenging to scale campaigns, especially for organizations managing large programs.

Additionally, the lack of a solution for managing content and settings at scale created a barrier for organizations migrating to DonorDrive from other platforms, making the transition more difficult and time-consuming.

The main objective of the project was to allow administrators to manage multiple events from a single template. Key goals included:

• Template Creation: Enable administrators to create event and campaign templates containing default content, settings, and branding.
• Child Events: Allow admins to generate child events or campaigns from templates, ensuring consistency across large programs.
• Global Updates: Allow admins to push content and settings updates to all events or campaigns linked to a template, streamlining the event management process.
• Reduce Custom Work: Minimize the need for custom development and reduce manual work for DonorDrive staff

The implementation of Event & Campaign Templates resulted in several significant benefits for nonprofit organizations:

• Scalable Campaigns: Administrators can now reuse settings and content across hundreds of events and campaigns, making it easier to scale programs and launch national or regional fundraising programs from a single template.
• Time Savings: The ability to make global updates across events and campaigns—such as changes to notifications, branding, and content—greatly reduced the amount of time spent on manual updates. Admins can now apply changes at once, instead of updating each individual event.
• Centralized Control: With DonorDrive’s powerful permissions structure, administrators can lock certain settings and content at the template level to maintain consistency across events, while still allowing flexibility for some customization at the individual event level.
• Business Impact: The new feature helped reduce the friction for organizations migrating to DonorDrive from other platforms. By addressing a long-standing pain point, this feature improved user satisfaction and made it easier for larger programs to switch to DonorDrive.

Ultimately, nonprofit staff can now manage hundreds of events and campaigns with far greater efficiency, reducing administrative overhead and allowing them to focus on the strategic goals of their fundraising programs.

As the UX Designer for this project, I was responsible for leading the design process, which included:

Discovery Research

Conducting user interviews and research to understand the pain points administrators faced when managing events, as well as the business processes around event creation and management.

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Workflows and Wireframing

Designing wireframes and user interfaces for the Event & Campaign Templates feature, ensuring the design was intuitive and aligned with user needs.

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Prototyping & Validation

Creating interactive prototypes to visualize the concept and gather feedback. I worked closely with key clients to validate the direction and refine the design based on their input.

Collaboration

Collaborating with stakeholders, product managers, and developers to ensure the solution met both business goals and user requirements.