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Product Ideas Pitch Portal
Status Prioritized
Created by Rachael Snow
Created on Aug 27, 2024

Contribution Forms - Preview Function in Giving Console

No description provided
Product value score
5
Business Priority (Optional) Conversion
Values Public Service
State your hypothesis, tying your project back to the impact it might have.

Forms could be built and reviewed faster if we had a preview function.

Which metrics would you use to track the success of this project? We will use this as the foundation of our experiment design. (Optional)

N/A

What problem are we trying to solve for our communities with this experiment? How might it help us better serve them?

Before forms were live, we were able to make changes, schedule them, and view them at their link for approval and testing. But now that things are live on the website, there isn't a way to view a form that shares a link without scheduling over the one that's up.

For example, the the general default opb tabbed form is on the /give path. But so are all the drive forms for the radio drives and tv drives, as well as the event forms for $5 tuesday, FTF, etc. I don't have a way to preview something I'm building out on one of those forms without actually scheduling it and making it live on the /give path. And this would override our default forms on the website and make them visible to the public.

In the old console, even if a form wasn't currently live on the website, we could preview it. This functionality would be super helpful in the new console as well so that we can see what the changes we've made look like before making it live to the public.

Lay out the potential project steps to the best of your ability, including key teams that would need to be consulted. This is your best knowledge of the systems, tools and lift that would be required.

Not sure.

Effort (scale of 1-lowest to 4-highest) 2
Urgency (scale of 1-lowest to 4-highest) 3
Business Impact (scale of 1-lowest to 4-highest) 3
Cost (scale of 1-lowest to 4-highest) 1
Alignment with Values (scale of 1-lowest to 4-highest) 1
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  • Rachael Snow
    Reply
    |
    Nov 12, 2024

    @Margaux Maxwell This is the issue I was referring to in the web app team meeting. It's currently ranked a 2 but that's because we didn't realize what an issue it was not to have this when the idea was originally created. I am unable to edit the scoring to adjust this. It was an issue that required urgent adjustments during both the OPB and KMHD radio drives and it negatively impacted the donor experience.

  • Rachael Snow
    Reply
    |
    Oct 8, 2024

    Not being able to do this ended up causing real issues during the last radio drive. There's no way to preview a form in it's entirety without recreating it somewhere else so we weren't able to do final proofing of forms before the drive and had to make last minute fixes in real time while the form was live. I'm tagging this for an increase in business impact as we create more and more form and use them in more specialized ways.