"What to do next" action enhancements in PC2

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Hi all,

 

Some of the new enhancements in the updated PC2 look great. However, I was doing a run-thru yesterday of the features with some of our event managers and noticed some redundancies on the main landing page that a participant sees.

 

In the new changes in PC2, it looks like there are some dynamic call-to-actions that appear on the PC homepage for participants, see screenshot below. Once they are completed, the numbers turn to check-marks for the participants. It seems to me like the entries for "Send an Email" and "Reach Out" are a little bit redundant. "Set-up your personal page" also shows up twice. Additionally, I did some test "thank you message" emails in my PC, but #4 doesn't seem to have the checkmark on it at all.

 

PC2 changes 11.26.14.jpeg

 

Last year, we worked with Cathexis Partners to make a similar dynamic call to action area (see screenshot below) so I was wondering if maybe it was pulling in the new changes (from above) and our updates from last year (below) in some way?

 

Or, do other clients see the same 7 steps in their PC2? Is there a way to update the wording on these call-to-actions?

 

 

 

PC2 2014 dynamic.jpeg

 

 

 

Thanks!

 

 

 

-Christina

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Comments

  • Kent Gilliam
    Kent Gilliam Blackbaud Employee
    Ancient Membership Facilitator 4 Name Dropper Photogenic

    Hi Christina...

     

    Your post was swamped in with my holiday email pile so I apologize I'm just now getting back to you. I'm going to pass this along to our TR product manager and share your great info. Thanks for posting!

     

    Kent

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