Updating DSP while other forms are active

Brandy Reppy · June 2017

We have been talking about upgrading to the new DSP (released in 16.1). However, my understanding is that we can’t run the old one and this newer one at the same time. The trouble is that we never have a time of year when we don’t have at least one active TeamRaiser configured to use DSP.

Has anyone else had this experience? Any insight into what our options are here (or if it's even worth it to upgrade)?

Brian Mucha · June 2017

Brandy Reppy:

We have been talking about upgrading to the new DSP (released in 16.1). However, my understanding is that we can’t run the old one and this newer one at the same time. The trouble is that we never have a time of year when we don’t have at least one active TeamRaiser configured to use DSP.

Has anyone else had this experience? Any insight into what our options are here (or if it's even worth it to upgrade)?

I think you can't use them on the same teamraiser at the same time. But you can use them both at the same time on different teamraisers. So you could roll it out one by one.

There are some downsides to the new DSP you may not like:

Since the new DSP is attached to the registration payment, you can't offer 100% discount codes any longer. If there is no registration fee, there is no initial payment to attach the DSP to and you get an error. Our workaround it to create a special participant type with no fee and no DSP fundraising minimum. You can hide it and only reveal it with a URL that contains a Promotion Code. So rather than a 100% discount code, you give out a special URL. But you can't really limit their use, and you aren't enforcing fundraising. Bleah.

The new DSP means you as an admin cannot adjust participant's fundraising goal. This one drives me crazy. You CAN change it, but if you do the participant record becomes corrupted and can no longer be opened. Support must fix the record. They refuse to call this a bug. "The DSP is a contract for the originally stated amount, you can't adjust that later." So wrong! The fundraising goal is not the same as the minumum goal which is on the participant type record. And regardless, if this is a rule then the field should be disabled - not record damaging! But it's the way it is.

BPM

Brandy Reppy · June 2017

Thanks, Brian! That makes sense to me.

Yikes, though - those are pretty big issues. And I agree that is definitely a bug - or at least a lack of functionality to set a minimum fundraising goal.

What's the upside?

Brian Mucha · June 2017

No annoying second form to drive people to is a pretty big upside. There's also a nice UI for managing the final charge, though you can still use the CSV export and import.

BPM

Brandy Reppy · June 2017

Really good to know - thanks, Brian!

Ryan O'Keefe · June 2017

Brian Mucha:

Brandy Reppy:

We have been talking about upgrading to the new DSP (released in 16.1). However, my understanding is that we can’t run the old one and this newer one at the same time. The trouble is that we never have a time of year when we don’t have at least one active TeamRaiser configured to use DSP.

Has anyone else had this experience? Any insight into what our options are here (or if it's even worth it to upgrade)?

I think you can't use them on the same teamraiser at the same time. But you can use them both at the same time on different teamraisers. So you could roll it out one by one.

There are some downsides to the new DSP you may not like:

Since the new DSP is attached to the registration payment, you can't offer 100% discount codes any longer. If there is no registration fee, there is no initial payment to attach the DSP to and you get an error. Our workaround it to create a special participant type with no fee and no DSP fundraising minimum. You can hide it and only reveal it with a URL that contains a Promotion Code. So rather than a 100% discount code, you give out a special URL. But you can't really limit their use, and you aren't enforcing fundraising. Bleah.

The new DSP means you as an admin cannot adjust participant's fundraising goal. This one drives me crazy. You CAN change it, but if you do the participant record becomes corrupted and can no longer be opened. Support must fix the record. They refuse to call this a bug. "The DSP is a contract for the originally stated amount, you can't adjust that later." So wrong! The fundraising goal is not the same as the minumum goal which is on the participant type record. And regardless, if this is a rule then the field should be disabled - not record damaging! But it's the way it is.

BPM

Brian,

We recently pulled in the bug that would throw an error anytime a participant changed their fundraising goal with a DSP participation type. This will be pushed out in our 17.8 release scheduled in August. This was a very common issue with participants changing their fundraising goal in the participant center.

Brandy Reppy · June 2017

Ryan O'Keefe:

Brian Mucha:

Brandy Reppy:

We have been talking about upgrading to the new DSP (released in 16.1). However, my understanding is that we can’t run the old one and this newer one at the same time. The trouble is that we never have a time of year when we don’t have at least one active TeamRaiser configured to use DSP.

Has anyone else had this experience? Any insight into what our options are here (or if it's even worth it to upgrade)?

I think you can't use them on the same teamraiser at the same time. But you can use them both at the same time on different teamraisers. So you could roll it out one by one.

There are some downsides to the new DSP you may not like:

Since the new DSP is attached to the registration payment, you can't offer 100% discount codes any longer. If there is no registration fee, there is no initial payment to attach the DSP to and you get an error. Our workaround it to create a special participant type with no fee and no DSP fundraising minimum. You can hide it and only reveal it with a URL that contains a Promotion Code. So rather than a 100% discount code, you give out a special URL. But you can't really limit their use, and you aren't enforcing fundraising. Bleah.

The new DSP means you as an admin cannot adjust participant's fundraising goal. This one drives me crazy. You CAN change it, but if you do the participant record becomes corrupted and can no longer be opened. Support must fix the record. They refuse to call this a bug. "The DSP is a contract for the originally stated amount, you can't adjust that later." So wrong! The fundraising goal is not the same as the minumum goal which is on the participant type record. And regardless, if this is a rule then the field should be disabled - not record damaging! But it's the way it is.

BPM

Brian,

We recently pulled in the bug that would throw an error anytime a participant changed their fundraising goal with a DSP participation type. This will be pushed out in our 17.8 release scheduled in August. This was a very common issue with participants changing their fundraising goal in the participant center.

Hey, Ryan -

Great to hear. Does that mean that, after this release, a participant can change their goal and DSP will automatically be updated? Or that it's going to throw an error telling you that you can't (instead of silently corrupting the record as Brian is saying it does now)?

Brian Mucha · June 2017

That's good to hear Ryan.

I just went searching my old cases for this and saw one was updated with some new info. This issue is now LO-1503 targeted for 17.8. Yay!

To clarify, the participants can change their own goal in the participant center no problem. Its when we change it in the Admin UI - afterward that record will return 'Technical Difficulties'.

Admins should be able to adjust this value, it has nothing to do with the DSP. It's really just their thermometer goal. No different from us helping them edit their personal page. The true DSP minimum fundraising amount is stored on the participant type record. You can't change that from person to person.

Ryan O'Keefe · June 2017

Brian Mucha:

That's good to hear Ryan.

I just went searching my old cases for this and saw one was updated with some new info. This issue is now LO-1503 targeted for 17.8. Yay!

To clarify, the participants can change their own goal in the participant center no problem. Its when we change it in the Admin UI - afterward that record will return 'Technical Difficulties'.

Admins should be able to adjust this value, it has nothing to do with the DSP. It's really just their thermometer goal. No different from us helping them edit their personal page. The true DSP minimum fundraising amount is stored on the participant type record. You can't change that from person to person.

Brian,

You are correct this is strictly within the Admin UI and the Participant Center option was a workaround. This has been fixed and scheduled for the release in August and want to thank you and others who provided feedback on this issue with DSP.

Brandy,

After the release the admin will be able to change the fundraising goal without an error, currenlty participants are able to update their fundraising goal in the Participant Center without issue.

Brandy Reppy · June 2017

Great - thanks for the update, Ryan, and for all your help, Brian!

Daniella Dowiak · July 2017

Brian Mucha:

Brandy Reppy:

We have been talking about upgrading to the new DSP (released in 16.1). However, my understanding is that we can’t run the old one and this newer one at the same time. The trouble is that we never have a time of year when we don’t have at least one active TeamRaiser configured to use DSP.

Has anyone else had this experience? Any insight into what our options are here (or if it's even worth it to upgrade)?

I think you can't use them on the same teamraiser at the same time. But you can use them both at the same time on different teamraisers. So you could roll it out one by one.

There are some downsides to the new DSP you may not like:

Since the new DSP is attached to the registration payment, you can't offer 100% discount codes any longer. If there is no registration fee, there is no initial payment to attach the DSP to and you get an error. Our workaround it to create a special participant type with no fee and no DSP fundraising minimum. You can hide it and only reveal it with a URL that contains a Promotion Code. So rather than a 100% discount code, you give out a special URL. But you can't really limit their use, and you aren't enforcing fundraising. Bleah.

The new DSP means you as an admin cannot adjust participant's fundraising goal. This one drives me crazy. You CAN change it, but if you do the participant record becomes corrupted and can no longer be opened. Support must fix the record. They refuse to call this a bug. "The DSP is a contract for the originally stated amount, you can't adjust that later." So wrong! The fundraising goal is not the same as the minumum goal which is on the participant type record. And regardless, if this is a rule then the field should be disabled - not record damaging! But it's the way it is.

BPM

Hi! Just wanted to add two things here to be aware of with the new DSP:

1. The registration fee becomes part of the total fundraising, so if you have an event where you like to keep your registration fee separate, the new DSP doesn't allow that (or at least I haven't been able to find a way to make that happen).

2. You can't have an admin register someone offline for a participation type that is associated with DSP. You'd have to use an alternate participation type for offline registrations, like what Brian mentions for the free type.

Updating DSP while other forms are active

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