Standard Giving Day Portal

am I coming in clear on your side.

Yep.

Welcome everybody.

Welcome to.

The chat today.

Feel free to go ahead, give a shout out in the chat so I know who's here.

Other is a decent number of you all have signed up.

Cool.

Skip a couple more minutes, wait for people to join in.

Don't have any fun joining music today. I'll remember that for next time.

Great, here's brianne. Hi, welcome Katie Justin.

I'm so excited to see everybody. Let's see everybody might see the text of everybody coming in.

This is really cool cool.

Jim, Matt, Chris, Amanda

Wonderful, wonderful as they went out enjoying like a absolutely like gorgeous day. I don't know like we hit this like high 60s and sunny thing here in Connecticut right now and I'm very excited about it today. Snowing snow.

It's snowing there.

No, that sounds snow in Kentucky. What's Justin?

Seems so random to me.

Interesting, Michigan.

Oh, is it coming my way? I don't like that too much.

I also just don't. Please don't send it to Connecticut. We do not need that right now, by the way, as we get going if you see me looking this way, this is where the chat at all is. This is where the mice linked instances as well as the presentation, so not ignoring you if you see me doing this.

It's just a waiting hour. It'll be different. I feel you on that one cool. Well, it's like we have most folks in here, so that's great. We can go ahead and get going.

Really looking to have this would be someone of a casual conversation will sort of show how the standard giving portal is really put together. What makes it tick and talk about things along the way where you can have to find customizations but also just get your questions going through out. So don't feel free. They don't feel like you need to wait until the end to ask her questions will be keeping an eye on the chat here. I also want to introduce you probably notice that I'm not here alone today, but I have my colleague colleague Hillary joining us today.

So let her do a quick introduction of herself. She is part of our education team. She's a learning and development specialist here, so she actually has just put together a whole course for portals. So I thought it would be good to have her come and join. Meet all of you virtually, but have you start to know some more faces that are here at technician so you know maybe you want to do a quick introduction of yourself and maybe a fun fact about yourself.

Sure hi everyone, my name is Hilary Mezey and Sean said I'm.

GNU S2 technicians part of the education team as a learning and development specialist. So I just wrapped up a course specifically on portals. I've been knee deep in the portals world, so eager to chat with you all today about the giving side of things and what this portal can look like. Fun fact about me. One of my pandemic adventures was brewing my own kombucha, so that's then a fun.

One thing that we've got going on in my kitchen these days.

That's exciting, I didn't know that.

It's amazing.

Wonderful, I'm also if Hillary moves her head just to the side. You'll see that I am directly in the room behind her, so kind of funny how we're set up over here, but another just fun fact of the day. OK, let's go ahead and dive in again. Questions along the way please.

Or answer your questions as we go.

OK, so just a portal walkthrough just to show sort of if you haven't already seen it or what it looks like. What are the different components for the giving Day portal that exist inside of the advancement showcase environment? If you're looking at it, there's a video component there where you can drop in, sort of any sort of institutional video that you have promo video highlight reel, but there's a section up there for that. There is a link that is stylized as a button that will take people from the.

The portal to the form that would actually be embedded in the portal, so that way it's one big call to action of there above the fold.

And then we have a section what we're looking at, which is really the stats in the progress bars with the high level information about this particular giving day campaign, we're going to go into a little bit about how this is constructed and what are the details that we're actually pulling out to get the different information on the donor and the gifts in the goals, and how we can customize that as well.

We're looking below the fold. We have a couple of different tabs. You'll notice that this below the fold section is also has a background color associated with it, so it calls it out distinctly from the cell phones at the top. This also allows us to keep what's at the top above the fold consistent, even as people are moving through all these different tabs. So the first thing we have is just an example about tab. It really could just be a description of what you want. You're giving it to be about 10 effects images that can all be included there.

The next tab over we're calling it. Our donors have, but this is where you can start to put in things like lists or reports, or where people are giving or the most recent donors or sort of your donor notes. Those type of informations will talk a little bit about how we're choosing when to display this information. Why is it called that we think is aren't just all trying to load right when the page loads, but actually when you click on things like the tab name?

The update section. So if you do have things that are time based or you want to add content throughout today, another great place just to add in static content blocks that are then showing up as needed and then the last tab over here is the idea that you could have individual funds that have their own giving day goals and then progress towards those goals. Fun little hover over effects on this in the CSS so that way you're able to.

Click on one of these buttons. It'll take you to the giving form that's associated with the portal and pre populate it with that particular fund so people can go right through. This is the standard one will also show towards the end. A little bit examples of if you want to dial this up a little bit and start to do things where you have fund images that can leverage content blocks inside of sites. That way if you have an image for the College of Music annual Fund or the Athletic Fund or whatever fun you're looking at just to make it a little bit.

Place for a little bit prettier. That's sort of the general sense of the walkthrough, and I want to just do a quick refresher for those who may be unfamiliar with sort of how portals are put together on the administrative side. So what goes into making a portal? It's comprised of three basic elements. The first one is a view.

Think about this really as the what you want the page to look like. So more of your designer it's displaying any data that you actually have.

And then you have queries when your queries are actually going into your database, pulling all that information. And then you're tying that over to your view with the method so that way that's really the linking peace between your views and your queries. So that way the right data is showing up in the right part.

It's sort of a high level view. Will see that in action when we actually dive into the giving the portal, but there's a couple other things about this standard, one that we just like to keep in mind. One of them is there. There's a custom fund scope field that is a giving day goal. That's what's going to allow us to set those goals for that fund. List of funds tab, so that way it's one fun Cup. Different goal than another fund and other funds than another find.

The other elements that we're actually gonna be looking at is a giving day donation form, so having a form we built it as a standalone form that were then embedding within the portal. So that way it's all sort of in one ecosystem, but it actually exists as a form with inside of slate.

And then our donors tab is really just reports and queries that we're referencing. So those elements are going to be built inside the portal as well. And then they giving Day campaign. So in the campaign section of Slate, using that campaigns area just as a container of sorts to be able to say gifts that come in have a particular attribute about them and what that attribute is is the campaign using campaigns for other purposes. It can really be just any single data point about the gift that's common.

Those gifts that are coming in for that particular giving day so it could be a custom field. It could be for my particular status or particular type that word using in the standard version that giving them campaign just 'cause there are some fields that we can reference as standard and we don't need to do as much work to reference those.

And then Lastly, we have the idea of taking all those elements that views the queries. That method tide together and then adding design elements to it when you first start building, it might look very basic and plain, but then as we add on additional CSS classes and custom CSS rules and things like this fund images for content blocks, that's where the portal really starts to come to life. So we'll open up those CSS rules. Take a look about it and sort of just see where you can make the changes to, you know.

Have your institutional colors or making different design choices than what is standard. The good news is because this is all sort of 1 concise portal. It's very easy to briefcase in from one environment to another and just make small tweaks to the existing CSS if you like.

And you just don't take it. Pause right before we dive in to keep an eye on the chat or any questions. Just as we get going anything that you want to make sure that we cover as we dive into it. If not, we can just go ahead, dive right in and start poking around. Seeing how this thing is put together.

Perform.

So here we are. Inside of our advancement showcase environment, we're going to take a look at the portals area.

Never giving the apparel right here, let me go ahead and open up another tab just so we can see what it's like so we can reference back and forth between.

The public facing view, as well as the administrative construction of it.

First thing I want to point out to the architecture. Here we have our methods area. So how are linking together views and queries? We have our views so this is going to be how we're actually designing how this portal put together and then our queries going into the database, retrieving the data that we need to retrieve and then displaying it back in the appropriate views. So I'd like to start off by just defining through that will start by doing the above the fold area, which really is going to be our default view 'cause we want this to show up right when your page.

So if we go when we look at the view, I tend to start with views and then tend to add in queries and then I tend to put a method in to bring those together. So we'll go through that as we're going through all these different areas.

So in our default view, this is what we're doing. We have that campaign name, so inside of the campaigns area we created a giving day campaign. Just call it an example that allowed us to get a goal that also allows us that sort of data point that we can group gifts that come in together by that particular campaigning. So that's what we're doing. We're merging that up here just as a headline. One thing to note that you'll see when we open these things up is that we actually are having class names associated with that, so this will be where will reference.

In the CSS rules later, how we want this particular static content block to be recognized?

Within this static content area, this is where we have that sort of those statistics, right? So if we go and take a look at this, it doesn't look much in the WYSIWYG editor here. See we have the video iframe, but then we have we Scroll down. We have the link here that is the link to our form. We have merge fields for the count of donors that we're looking to give to this campaign. The percentages to goals. So this doesn't look quite like this word actually just getting a lot of the data.

Here is why you see a lot of merge fields and then we're doing our styling. That's what's taking and converting it to sort of this bar within a bar and to sort of count up the number of donors or the sum of donations I tend to. I'm doing these type of things. Look at the source a lot. I find it easier to to interpret what's actually happening. So as we're looking through here when we're looking at something like that, give now bye.

We're actually taking it here and we're giving it that class of gift, but so even though it looks like a link when we're in this view of it, and I'll actually render as a button when we use that appropriate class in our CSS.

So we Scroll down a little bit, a couple of things to note here. What we're doing is we're having these dev elements, or we're doing our progress bars and we're doing our Merge fields for the donation. The donors of nations and the goals. Things like that were saying I'm going to go ahead and just style Interevent count of donors. That's going to be this right here.

And then things where we have sort of embedded dims within a gym. So we have both a great progress bar to green crop progress bar. But then what we're doing is inside of these progress bars were merging in that width to be the calculated percentage. So that way if you taking you know, do you have the $1800 goal? We're simply saying take the full width of this and then set whatever this green is inside of it to be a percentage of whatever that.

All this will see how that looks when we look at our query. We also have a minimum width on there, so that way for things that are very small, like .1%. It's not just a slipper but you actually see all the information that is there. So I'm going to come and just jump over and take a look at that query. We're going to come back to this default view 'cause there's a lot that's going on there, but we're default view. We're going to come down here to our default query.

When we take a look at this, our base here is that campaign that's going to allow us to get that high level goal to make it easier. It's also going to let us get that name, so that's where we're just putting him as exports directly. The campaign name in the campaign goal.

Also, filtering it down and saying this is just for that particular campaign. So when we're looking at doing things like what is the count of the gifts, you know how many gifts have come in? We're simply doing a joint from the campaign out to gifts were only looking at hard codes in this case, but we're doing that aggregate count there and very similar thing where we're doing this up and we're just formatting it like that to not worry about any of the sense associated with it.

When we're looking at things like a donor goal, that's something that's not on a campaign, but we can still reference it by going ahead and saying we're just going to put in a literal and our donor goal is just literally going to be what we have here so that we were being consistent with where we're actually pulling information from. And as we start to do, our percentages or percent of the campaign goal really just doing something like a sub query where we're going in, we're saying, well, we have that overall campaign called let's Now do a sum of all the gifts.

That are associated with that campaign. So we're doing that some, or dividing it by the total camp angle multiplied times 100, formatting it, and that's what we're actually taking, and we're passing through to our default view to be able to do those sort of progress type of bar. So when we come in here, we're setting the width to be that percent.

Right, so that's not only it's driving. Sort of the width of that green progress bar, but it also is coming in here as an actual number, so that way we know sort of what that percentage is here in here for different values.

Questions I'm over doing here in terms of we're just kind of defining all the sort of high level things that we care about about for this particular campaign. What's the percentage? What's the sum? What's the count? And then we're adding him into these different design elements with these different bars that were styling to sort of go horizontally across the screen.

Cool will keep going down a little bit so that is this sort of tough part right here. The video linking out again styling. This link is a button. Our progress. We're referencing the query that's compiling all these numbers. And now we're talking a little bit about what sort of below the fold. So still in that default view, right? Right when this queer this portal loads? We still see this information.

But this is where we're putting in our tax, so this is a very standard way of doing tabs and isolate portal where it's really just an unordered list that we're looking at here. But then we're having information about it, so we're saying this is all about this is called owners. This is called updates and our our fund goals.

And then this little script right here. This is something that you don't need to memorize. This is going to be in this portal by default, but this is also something that is in our documentation that essentially says when somebody clicks on one of these tabs. Where am I displaying the content that is being called by that?

So that's going to be our default view, right? It's going to be sort of landing on this page seeing the progress in the video. Seeing this about section. So now we can start to compile up some of the different tabs here and we can talk about how we do that. So the first one is the amount one we made a new view. We call it the about view. This is literally just dragging in static content, calling it the about tab so we could reference it later in our CSS, but a very straightforward sort of 1 view. One static content block.

And then having a method here that actually says when somebody clicks on that tab, that action is about and we're going to display that about tab. So we're again, we're tying together that action, something clicking on the tab with this particular view.

Moving right along, we have our donors tabs. This same sort of concept. Someone clicks on the donors tab. There is a method that sort of brings things together. In this case there's a query also associated with it, but they click the donors tab. That's the action that donors tapped loads and then we populate it with the query. That's our donors to campaign. So if we Scroll down to our queries section, we see that donors to campaign.

And in here we're going to go ahead and grab something like the donor name and this case we're starting on the donor base and then we're doing a filter to say only returned donors who made a gift in that particular campaign. So whatever that data point is that you're collecting and bring all those gifts together, filtering down just to those folks, or also doing a joint out to companies and foundations and persons. That way in our donor named export, were able to return the persons thing if it's actually a person or the companies.

Name if it's actually a company.

Great here.

That is our donors tab. If we all go look at the view for it, we chose this particular layout. You can choose different layouts if you want, so we just show sort of the two columns. There's a couple of different options here. We like this one because it allows us to do some things or if it was really just a list of the most recent owners that didn't take up too much space, as did the donor affiliations donations by state in class here. So these sort of headers are really just static content blocks.

And then these sections underneath something like the map that we see here that's actually going to be a report part. So there's a section over here widget that when you bring in lets you choose a report that exists inside of your portal, so one of the things that we did was down here inside of the report, we can build out what we want displayed. So for something like the donations by state, that's just really a report. So like the report builder that we all know and love, and we're used to building in.

Not just within sight of that particular portal.

Moving through the updates, this is going to be very similar to that about section. So if we go when we look at the view for updates, it's really just static content that we're bringing in here. So that way you can bring in things throughout the day and provide updates.

One of the fun fun tabs. I like that in college funding but fund tab. The fun goals here is where we're actually doing some pretty cool looping through of all the different funds that have that custom field that I mentioned where that exists. So if we go ahead and we look at the view for that fun goal, what we're doing here is a static content block, but we're saying actually go through an loop through all of the different funds based on the query that we're going to develop.

For this and then do kind of that same thing we were doing earlier. We're in our query, we're going to find the percent to goal, but based on the individual funds goal for this particular campaign, and then do some things where we're actually linking through and passing in querystring parameters. So someone somebody clicks that give button from the link on that fund, it takes him to the form. But then we pre populated with the ID for that particular fund, so that way it's one less step that folks need to do when they're going to fill out that form.

So what does this look like on the query side of things? We go into the query and we take a look at gifts to fund.

Do you load this up? We're starting on the funds base. We went round one Roper every fund and we're going to loop through those. What we're doing is we're limiting it, not to every single fund that exists. But maybe those special funds that you're looking to actually show we're going to go ahead and do something like they have a value for that giving day goal that fund scope, feel, forgiving, bagel, so that would be something where you said, perhaps on. Do we have an example here for the only court basketball fan. Yell at these mountains.

But the details tab here. This is just be an example where you might see it where we're setting that goal there for 35,000, so that way when we left, we see that that's where we're pulling in that 35,000. So as people give to that, we go take a look at the fund. We're going to start to sum up. What are all the the gift amounts for for this particular fund, right? Or where the counts Council gives to the funder Council donors, what is that percentage to goal?

Or we're really doing the same thing, or saying let's take that goal that exist on that fund and let's divide into that. The gifts made to that particular fund that are associated again with this particular campaign.

So that's how we're doing our our our looping through here in our view.

Too many tabs open already, but when we're looking at it, sort of in our method, same sort of thing. When someone clicks the funds tab, we'll funds tab. We load that particular view. We go out to that query that's looping that's creating all those different funds, and we're then merging in all the data returned in our query back into our view there.

One of the things that we're looking at is when you what happens when you click on the give now button or you click on donate to this particular fund and we're taking through where populating sort of that fund ID here. That way it says this is specifically for that college music annual fund. One of the things that we're having to do there is inside of our.

Inside of our portal we have a form view so that form it's really just a form that exist elsewhere in slate. So just like your standard form. But what we're doing is rather than using this forms widget, which you might expect to use, we're using a static content block and then using the embed code from the form to include that in here, but that's allowing us to do is to reference out particular fund grids and pass through parameters at the moment.

I have two parameters that has to be sort of this in bed and not the actual form widget. So if you're wondering why do we do this instead of using through this form widget? That's why because when we're looking at sending information, we have this query called form define handoff or actually going through and grabbing the ID of the bird cheaper fund that you're actually clicking on. So we're using some parameters there to do that.

Tear.

That I think generally.

Covers most of it, so just talk a little bit more about. Once you have the sort of structure right, you have your views. You have the queries that's populating the views with data and then you have your methods that are tying it all together.

How do you start to then add on additional styling elements so inside of the portal here, if you click the big edit button up top, this is where we're going to go ahead and we're going to add in custom CSS rules. So this is where it's important that in some of these different views we're going ahead and we're adding in CSS class names to this. So for funds example, how are we actually styling the funds as they exist on this fun goals form, right? There, kind of.

We're looking there, hover over there a little bit flex layout so we're using that particular class and we're going through in replying that styling altogether within here.

So just a couple of high level things about here. We were trying to keep it paired together as part of what you may be approaching for the styling. This main headline styles so things like the H1 or H twos with the donor H2. So the funds H twos, sort of, these type of things. How are we styling those? So if you're looking to change the size or the color you can go ahead and just swap it out here with whatever your institutional colors maybe or in terms of the tabs. How are we styling it?

So what are we doing in terms of mobile or what is it look like when it's active versus not will notice that are active tabs or main?

White versus other ones kind of blend into that background color. There's some cool lines and some background gradients that are also behind here, so as things are loading, you see sort of that really kind of neat effect that's going on there, and so that's kind of what we're doing inside of here. Setting the background color.

This is sort of the main rappers that we're looking at, so some of this is fairly easy to sort of look at and understand where you're looking at. Things like what are we doing with the video with full width is centered, is it not? Some of it is to make sure that this also looks good when it transitions over to mobile. This is also where we're doing things like what are those progress bars actually look like, right? So this is, you know, is that what's the background color? Is it that sort of solid green? Is it some sort of grey that we're looking at? So this is if you're looking to have.

Your brand colors? That's just a simple. It's coming here swapping out what these look like and then when it actually renders, it will render sort of in your purples or Blues or oranges or greens.

Some commented items to keep things together again for like the main giving Bond. In this case it's 50% the background be on the slate blue background color. It's the tab areas with the padding look like the individual funds, so this is also where we're doing. Sort of that looping through the fine goals and we're saying we want the margins to be this. So we want to transition in and out of these different hover effects, so that's what we're seeing here when we're hovering over. So going from you know one to the next, so that's one. That kind of.

Pop up a little bit, which is pretty neat.

But just the more things that stylings on any individual tabs are doing a couple of things for those different report parts just to make it look a little nicer a little bit more cohesive. Same thing with something like the leaderboard and just the general content area. We also have some of the styling for the actual. The form that would be embedded. It's a very similar styling too. If you're looking inside of the Shakey's environment right now, more stylized type of forms, so we're kind of mimicking what the stylized.

Spotlight, so we have the same stylized version in the Giving Portal is the same one that we might actually see here right? Where would sort of that drop shadow? It's that rounded edge, bigger Tyco type of inputs. Modifying the replica blocks. That way it's you know looks like it's built in a little bit more. It's a nicer design element that we have going on here.

You know, but it could just as well be things where it is more like the button option if you wanted to have that on your form as well, you can grab the styling that exist here. So if you did want to do something where it was suggesting a certain amount, or then also letting them specify another amount to this styling also exists inside of this particular form. So if you'd like you can come in here, grab that style and then also use that to sort of in lieu of the styling that we have here for the embedded form.

Same sort of stuff as we go down, so if you are familiar with CSS, definitely take it diving here. Look at, we've kept most of the things that people are most likely to want to change as you style it for your purpose is sort of up top just to make it a little bit easier.

That's a little bit about it through the structure, how things are put together a little bit about the CSS, I want to show just sort of an example of what if you wanted to have something something that was like a little bit more imaging, and I think some of you may already know where I'm going with this, where you have the idea of snippets that you're using for those sort of fun name. So we are in addition to looping through just what the funds actually are. Your go heading, your grabbing images that you have associated with the funds just that way it looks you know.

More more color, more Imperium or style on your form. The way this is actually put together is using using snippets or content blocks that you can see inside of deliver. So instead of here we made something called giving day font image and what you would do is you have the name or something you know of all your different particular funds and then just end the the content area at the image that you want to use for that. That allows us to do is sort of.

Reference the whatever the output is going to be, so that name of the fund, and then put it through this translator to then say, return this particular image. So when we go and we look at our portal.

We come down here and we'll go take a look at something like the funny goals.

This is where we're saying. Again, going to the source, we're saying, let's actually look through all the different funds that we have. Get the link, but we're actually going to have that give. That's going to come right after the name where we're going to say let's go ahead and add in divide that says, let's take the name, let's run it through that content block through that translator. Grab the snippet for whatever that giving day fund images, and that's how we're able to just go ahead and grab the appropriate image for the appropriate fund.

Looks like a question coming in from Katie and the tab. The Pope defaults to the about tab in the world.

Charge using Pershing parameters that donor quid does not display within the URL, so let's like to do them. To have equals this.

Performs a. There's a ceiling limit suggested to do some personalized portals.

Katie, I'm not entirely sure. I mean, we need to take a look to see what that's looking like in in sort of your setup. Yeah, yeah we can dive in and see what's going on there. Generally you should be able to link directly out where it's going to be able to do this. Sort of the hand person equals liquid. So that way if they deliver message that you have going out or even directly from persons record, you can merge in. Sort of those details to be able to just sort of.

Prepopulated with that person type of information.

The other way to think about that too, is also just kind of on the set up where right now the security type for this portal is anonymous and guests, but you could also conceivably have things where it's person if you did once for like your personalized type of giving page where you can sort of have that secure link that actually comes in. So that way you can have it be personalized for them versus do you want to just make sure that people have to have a party going versus allow people to don't have that to be able to do the UN personalized content?

That would seem to make the most sense to me because you know, they could either be personalized or not, but they could still see all the other information, 'cause it's not really personal. The only thing you're doing the personalized link for in that case generally would be to pre fill out that giving form for them.

Cool, you're giving these tomorrow, yeah Katie, that's exciting.

Are you using a version of this portal or using a one of your own?

This wonderful, wonderful, wonderful, wonderful.

That's super exciting.

Hey, questions from folks about how this is put together or things that you want to see or discuss.

I also want to point out just while we're talking about sort of this idea of of snippety things. You'll notice that recent change.

We're calling the area open deliver formerly known as snippets. Now as content blocks. No worries for any of your mailings during the link that they're going to continue to work as expected, and is that we're still doing that sort of names and sort of this snippet, and then the key of a snippet in our portal, and it works just fine. We're just trying to add a little bit of distinction between things that are content blocks that have more those robust image type of things versus inbox. Which class you have. Sort of these.

Personal snippets of copy with Mail merge fields and things like that. So you're wondering why that change we're adding just a little bit more specificity there, but anything that you currently have or continue to use referencing the term snippet, it's going to still work just fine.

Kim, could you show on their campaigns query how could do earlier deeper than campaigns would want to beat Portal on funds or another data point? We're using to organize instead of campaigns? Yeah? So if you don't want to use campaigns, there's a couple of things that you can do.

Essentially what you need to do is figure out what that data point that links all those gifts together, right? So it could just be just as easily as we did. You know that custom gifts are sorry that custom fund scope field forward to the gifts to files were actually saying that fund has a particular data point that exists. You could have on the fund level at data point that says this fund is associated with.

This current giving day campaign right and have a drop down list that says what that actually is. You just need some way to be able to join from gifts that are coming in to something that's going to group them altogether. So if it's that same attribute on multiple different funds, that would work. If it's a custom GIF skill field that says this is a gift, a Sissy with the fund that would work as well.

So when you're actually looking at doing it from the campaigns query instead it would just be sort of you start instead of on campaigns.

TGT to do with my campaign as well. There it is instead of on this, you'd actually start on something like either gift for fund. In either case you would want to on whatever basis has that value that you're grouping things together. So that way when you're doing your counts or sums it would be then filtered on all the gifts that would then be associated with the custom GIF Schofield you would select that one or you would join out from gift to that fund and saying reference that.

Value that might exist on the find that you can then group it together by.

Occur comedian method. Add the value of a match into the total of the gift comes in. For example, if there gives $50 during a triple match, the progress bar shows 150 in the portal handle this. So the idea that within a certain period of time there's actually other gifts that are coming in and matching.

Nate, are you you're referencing? Even if that hasn't yet been created in Slate, but you anticipate that it will because some other sources had some sort of challenge. Is that kind of the idea that might exist? It might not.

Yeah, there's a couple of different ways to do this right. All work that we're talking about here really is just how complex are your queries getting. So when we're talking about sort of that, sum of gifts now again, too many tabs open, but we're counting up the dollar amount of gifts that are coming in. Say that somebody gave, you know, during a time period where it was doubling their gap dragon, you know in advance that between the hours of one and three.

These things are going to be.

You know word those are going to be doubled inside of your query. You'd be able to say OK. Why do my some of gifts? I'm going to sum up, but I'm going to do it not as just a simple sum here, but I'm going to do it more as a formula for going to take the sum, perhaps here, and then go ahead and do some sort of math that says. But if the filter criteria is it's between one and three, do a two times type of multiplier.

And then of course you can continue to play that out. So that way you can say, oh, up until gifts. I meet this criteria have capped at X, right? So you can drag in a literal to say, what is that count? So that would be one that particular type of matches. So at that point it's really about going in customizing what those with the math is, or with the query criteria is that you'd be using for it.

That sounds like something that is long and beyond what we would want, and this this standard giving day portal, but it's something that certainly is possible to do. It just takes a little bit more work to figure out how are you actually doing those types of accounts. Now the tricky part is their matching dollars will continue to reduce at the same time, yeah, right? So there's there's a cap associate, right? So once that that multiplier has been maxed out right? Don't count it anymore. That is, you know, just.

Essentially, layers with inside of your subquery exports while you're doing math.

Any other ways people are thinking about using this or adapting it? This is really intended just to be that sort of starting point for you so that we can then take and further customize based on whatever processes you have.

Multiple match processing happening at the same time. For example, overall match, then Classic Pacific some matches.

Cool.

Yeah, I would need to think a little bit more about how to do that type of 1 brand on top of my head.

John have.

I thought initially.

Interesting, yeah there is.

You all may be familiar with the the feedback form. There's a hose out there right now. They're describing enhanced uses of the giving campaigns section slate. Within there there's a couple of posts about sort of these idea of campaigns in some campaigns and sort of custom campaign Schofields well, I would appreciate it if anyone has ideas. Are these types of use cases? Nathan brand? Put that in feedback because will most likely be taking a look at campaigns at some point in the future.

And making him more robust than through just this type of Kent container. So that way if you did have sort of sub campaign, you could imagine using that type of thing to do this sort of sub matches, right where there may be different rules that are set at the campaign level. Let's say when these matches are happening or when to actually do that multiplication, but have sort of that cap. But then they could be discreet based on different types of sub campaigns. All thanks to you for putting that in there.

But I think that also would sort of.

Open up the possibility to do a lot more than what you can do currently in the standard way of looking at it.

Just down one area. I'm thinking once keyword. Once we roll out our numbers housers pearls having a way for the dark portal contains the given the portal so that all their stuff can self populate. Yeah, it's something that you can definitely do. There's the idea of redirects, right? So you wouldn't have to have one portal feeding into another portal, so maybe during the giving the time period if they're used to going to their portal to manage their own stuff, you're showing conditionally a tab that actually when they click it takes him over.

To the giving day Portal and passes through all the information from Portal A. They've authenticated them into that other portal so that way it is very much pre populated. It's a really cool idea, so that way you know you're starting to get people comfortable with the idea of going to the same place to manage all their gifts, whether they're making me get this part beginning day or just throughout the year.

And I will also just add that Hillary is course that will be a part of the base Camp session section sessions of the Slate Innovation Festival covers things like redirects and sort of all the different portal elements. It's actually kind of cool the the summary version is you're able once you go through the course you're creating kind of a one and everything portal how they would do tabs, how they would do sub tabs. How do I have two lists and how to do pop ups and how to pass through parameters so that way by the time we're done?

You have this sort of library of sorts that you can then take elements and reuse them through all of your other different portals that you have. So really cool, really encourage you all to to take that if you sign up for that Summit Pass.

Are these portals like other portals where it's on the school to build MLB the show assistance available from the site? Since there isn't documentation? Yeah, yeah. So this portal is. It's already built, right? So you can briefcases into your database environment and can? You can absolutely put in a request.

To help us help you with them or have you customized them, that is not a problem at all, but we're very happy to continue calls or focus calls. If you want to actually talk through you know, how do you want to use it for your particular environment. And I will also mention that we will soon have documentation on this standard type of portal. We had to build it first before we do the documentation on it and much like Hillary is here as one of our education folks is.

Learning and development specialists. We also have some new technical writers to help assist with the documentation efforts. So the answer to your question is both. Absolutely we can help you build them out even more and there will be documentation on them coming soon.

I one of the things I just wanted to suggest while we have 16. Have you all here is that as you have sort of questions about things you know, feel free also to put them in the Community forums. We have folks who are now looking out at the forms to them respond from that ecolution sides. That way you know, Kim, if you all at Lake Forest are doing it in some way.

You know, if we are able to help in sort of that public capacity of how things are being built, perhaps differently than what is sort of inside the shook, his environment that might help some other people as well as sort of a collective learning. All the options are available to you can go that route. You could put in a request to have sort of that one on one type of communication. Either works on our from our perspective.

Other thoughts, questions?

Comments, new suggestions, ideas?

This we were recording this, so we'll be having a version like a copy of this excuse me available in the knowledge base as well in the next couple of days so be on the lookout for that. So if you want a reference back to this.

I also recommend to the for portals there. Come on those areas of slate. That is you're putting together so much your queries, its views, their CSS, HTML, some little bit of JavaScript. So some of the requires sort of diving in, getting your hands a little bit dirty and sort of seeing how things are put together. But of course, as you have questions, we are all here to help.

Seeing no more questions coming into the chat.

Well, go ahead, we'll say goodbye for now, but thank you all for joining. Hopefully will be able to do some of this stuff more often. I kind of like the idea of seeing all the thoughts and opinions come into the chat.

For other topics as well. So if you have those ideas or thoughts or like this format, put something between formats. We get more things in the books, but this is great. Thank you all and good luck with all your giving days like Katie Gilligan years tomorrow and we'll see you all again soon. Take everybody.