{"id":3897,"date":"2023-06-01T21:43:28","date_gmt":"2023-06-02T04:43:28","guid":{"rendered":"https:\/\/connectionpoint.com\/help\/?p=3897"},"modified":"2025-05-19T00:00:03","modified_gmt":"2025-05-19T07:00:03","slug":"release-83-june-2023","status":"publish","type":"post","link":"https:\/\/connectionpoint.com\/help\/release-notes\/release-83-june-2023\/","title":{"rendered":"Release 83 &#8211; June 2023"},"content":{"rendered":"\n<p><strong>New Features<\/strong><\/p>\n\n\n\n<p><span style=\"text-decoration: underline;\">Smart Builder (AKA Templates)<\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Added the ability to create a campaign from a template by using the smart builder.<\/li>\n\n\n\n<li>Different templates may exist for each platform or enterprise.<\/li>\n\n\n\n<li>When a campaign is created using the smart builder, the campaign will contain certain settings by default that can be changed. Templates may also contain a unique set of tasks to help campaign owners\/editors set-up and manage their campaign.<\/li>\n\n\n\n<li>To create a campaign using the smart builder, follow the steps below:\n<ul class=\"wp-block-list\">\n<li>Create a new campaign.<\/li>\n\n\n\n<li>Give your campaign a title, select a category and select &#8220;Your or someone you know&#8221; or &#8220;An organization&#8221; when asked &#8220;Who is the money for?&#8221;.<\/li>\n\n\n\n<li>Select &#8220;Save &amp; continue&#8221;<\/li>\n\n\n\n<li>If templates exist, in the &#8220;Type&#8221; step, when asked &#8220;How will you build your campaign?&#8221;, leave &#8220;Use SMART BUILDER&#8221; selected.<\/li>\n\n\n\n<li>Under select a campaign type, browse through the different templates and select one that applies to your campaign. You can select details on each template widget to learn more and\/or preview the template.<\/li>\n\n\n\n<li>Once an appropriate template is determined, select the template followed by apply in the pop-up.<\/li>\n\n\n\n<li>Complete the details section (and funding if creating a personal campaign).<\/li>\n\n\n\n<li>Select &#8220;Review your campaign&#8221;<\/li>\n\n\n\n<li>Follow the tasks in the tasks panel to guide you through the campaign setup process.<\/li>\n\n\n\n<li>Upon completing all tasks, select &#8220;Launch now&#8221;.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p class=\"has-text-align-center\"><em>Use SMART BUILDER \/\/ Browse Templates<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\" class=\"wp-image-3898 lazyload\" width=\"837\" height=\"940\" sizes=\"auto, (max-width: 837px) 100vw, 837px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/image.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/image.png 804w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/image-267x300.png 267w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/image-768x863.png 768w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/image-360x404.png 360w\"><\/figure>\n\n\n\n<p class=\"has-text-align-center\"><em>Unique tasks for the selected campaign type\/template<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"395\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\" class=\"wp-image-3901 lazyload\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/image-3-1024x395.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/image-3-1024x395.png 1024w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/image-3-300x116.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/image-3-768x296.png 768w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/image-3-360x139.png 360w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/image-3-1536x592.png 1536w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/image-3.png 1603w\"><\/figure>\n\n\n\n<p class=\"has-text-align-left\"><span style=\"text-decoration: underline;\">Default tasks<\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The tasks populated on any new campaign (for campaign owners\/editors) have been updated. The updated tasks will guide users through the campaign setup process efficiently and effectively.<\/li>\n\n\n\n<li>Tasks may differ depending on the platform being used and whether the campaign owner is using the smart builder, cloning or starting from scratch.<\/li>\n\n\n\n<li>When selecting the button at the bottom of a task, if screen size permits, the task will remain open during task execution so that users can refer to task instructions.<\/li>\n\n\n\n<li>Upon completing the task, users will be prompted to mark the task as done.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-text-align-center\"><em>Task open while executing task<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\" class=\"wp-image-3903 lazyload\" width=\"839\" height=\"390\" sizes=\"auto, (max-width: 839px) 100vw, 839px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/image-4-1024x476.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/image-4-1024x476.png 1024w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/image-4-300x139.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/image-4-768x357.png 768w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/image-4-360x167.png 360w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/image-4-1536x714.png 1536w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/06\/image-4.png 1603w\"><\/figure>\n\n\n\n<p><span style=\"text-decoration: underline;\">Refund Contributions<\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Added the ability for campaign owners\/managers (for personal campaigns) or organization owners\/managers (for organization campaigns) to refund payments from the transactions page.<\/li>\n\n\n\n<li>Due to the payment providers&#8217; refund policies, the transaction fees incurred on the original payment will not be refunded to the campaign&#8217;s payment account. However, contributors will still receive a full refund.<\/li>\n<\/ul>\n\n\n\n<p><strong>Improvement<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If a user is a member of campaigns on different platforms, they will now see all campaigns associated with their user account on the campaigns page.<\/li>\n<\/ul>\n\n\n\n<p><strong>Resolved Issues<\/strong><\/p>\n\n\n\n<p>Minor bug fixes.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>New Features Smart Builder (AKA Templates) Use SMART BUILDER \/\/ Browse Templates Unique tasks for the selected campaign type\/template Default tasks Task open while executing task Refund Contributions Improvement Resolved&#8230;<\/p>\n","protected":false},"author":10,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[38],"tags":[],"class_list":{"0":"post-3897","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-release-notes"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - 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