Changelog
Follow up on the latest improvements and updates.
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We’ve added a new Start Call dialog to make one-to-one supporter calls a little smoother and a little less confusing.
Now when you click Call from a supporter’s profile, you’ll see a short message explaining how it works:
This helps new callers know what to expect and cuts down on surprise misfires.
We’ve also improved error handling, so you’ll see clear messages if:
- You don’t have a phone number set
- The supporter’s missing a mobile number
- They were contacted recently
- There’s a provider/network issue
Once the call starts, we’ll hand you off to the Log Contact screen as usual.
We’ve rolled out a set of improvements to one-on-one communications:
- New Dialog Flow:Logging contacts, sending emails, or SMS from the Groups page or a supporter’s profile now opens a pop up and no more redirects to older pages!
- Rich Text Support:Sending emails in one-on-one comms now includes rich text formatting options for clearer, more engaging messages.
- Improved Notifications:You’ll now see clear success and validation error messages directly in the new form, with prompts to continue or retry - no more guessing if your message was received!
Why this matters:
- Speeds up sending one-on-one comms with faster, clearer feedback in the workflow.
- Reduces context switching between v1 and v2 interfaces
- Lowers friction for leaders using these updated workflows
Upcoming
- An integrated dialog for the call workflow
improved
Improved
Leaders now confirm they’re ready before calls connect
We’ve made a small tweak to the call flow for leaders: when a call starts, you'll now hear a quick prompt asking you to press any key to confirm you’re ready. Only then will the call go through to a supporter.
This small step helps ensure leaders are prepared and ready to engage, creating a smoother and more intentional calling experience.
You can now inject personalised shift information into bulk communications.
This is powerful for sending reminder emails or SMS to all volunteers about their shifts on your upcoming events.
Email blasts
- Email blasts to group members can include a variable showing all the supporter's upcoming shifts across all the events they plan to attend. These can be filtered by date, to only send emails about shifts on a particular day.
- Email blasts to event RSVPs can include a variable showing all the supporter's upcoming shifts for the selected event. It is also possible to filter these by date, to only send emails about shifts on a particular day.
SMS blasts
- SMS blasts to group members can include a variable showing all the supporter's upcoming shifts across all events, limited to to a maximum of their next 5 shifts. This limit to the next 5 shifts is important given character counts and associated costs for SMS. These blasts can also be filtered by date, to only send messages to supporters with shifts on a particular day.
- SMS blasts to event RSVPs can include a variable showing all the supporter's upcoming shifts for the selected event (again, limited to the next 5 shifts). It is also possible to filter these by date, to only send messages to supporters with shifts on a particular day.
Using this new feature
In order to inject the relevant shift information in your email and SMS blasts, you can select the new checkbox pictured below, labelled "I want to include shift information in this email/SMS blast". You can also choose to only show shifts for a specific date if you would like. So, for example, you could set up a reminder SMS or email for each day of shifts on a multi-day event.
We’ve released two new features to make it easier for volunteer organisers managing a large numbers of events:
- Pagination for Events:You can now paginate through events on the Shifts Overview page, so things stay snappy even when there are lots of upcoming events.
- Event Name Search:Quickly find the event you’re looking for with the new search bar.
...
new
New feature
Export and Email Event Rosters as PDF
You can now export a printable PDF version of any event’s roster and email it directly to any address - whether or not the recipient is in SupporterBase.
This is especially useful for organisers needing to distribute rosters outside SupporterBase or keep a local, printable copy.
Highlights:
- Export and send rosters via email from the Shifts Overview page
- Warning messages appear if you attempt to send to a non-SupporterBase email
- Admin-only toggle to exclude contact details (email and phone) from the PDF
- PDF includes supporter names, roles, shift times, and a timestamp for clarity
Note: When contact info is masked, PDFs are still readable and useful, great for general coordination without exposing personal details.
We've been having a great time talking with many of you on how you are enjoying using the new event shifts tool.
We've also been listening to the great feedback on what can be improved and the top requests were all about the experience for supporters self-selecting a shift when RSVPing to an event.
- Supporters can now see the shifts' availability in the RSVP form (helping them choose the most needed spots!)
- Instead of hiding shifts that have no more availability, we now disable choosing that shift and mark it as full (no more answering supporters asking why they can't pick their favorite slot)
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When an event has
live shifts
(shifts in Draft Mode don't count), we now show an error if a supporter tries to RSVP to the event without choosing a shift. That is to assist leaders in avoiding needing to go through the RSVPs and assign them to shifts manually.
This change will not affect RSVP forms for events without live shifts so supporters can continue to RSVP to those as before.
We intend to make this toggle-able in the future for hybrid events, which will allow RSVPing with or without choosing a shift
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Last but not least: we improved the shift notification emails with more information about the event and a new shiny look. This way supporters have all the information in one place.
A reminder that each shift notification, whether it's a new shift assignment, a cancellation or a change, will have
all the information for all the shifts
a supporter is assigned to. Supporters only need to look at the last email to see all the information.
We are aware that for our NationBuilder clients their supporters are receiving two emails: the event's auto-response email and the shifts notification email. The issue is that NationBuilder, which is currently the one that sends the event auto-response emails, does not allow us to add individual shift information to the auto-response emails. We are working towards a solution to ensure that supporters only get one email
When a supporter RSVPs to an event we now show them a confirmation screen that includes a variety of "Add to calendar" buttons for all the most popular apps. The buttons allow them to add the event to their favorite calendar with all the event details attached and including a set 1 day before reminder!
If the supporter has assigned themselves to any shifts, we will show the shifts' details in the event description.
We are planning on introducing the "Add to calendar" buttons to other RSVP communications soon!
A small but critical fix!
Previously, once a call list was created it was never updated even when a supporter left the group the call list is part of. This has been fixed to ensure that supporter is removed and won't be accidentally contacted during phone banking.
improved
A smaller, handier help button
You know the big "Help and Guides" button on the left side of your screen that was sometimes getting in the way?
It is now just as helpful, but much smaller and on the bottom right of the screen - hopefully now staying out of the way until you need it!
Also remember, you can drag and drop it if you need. Just click and hold the mouse button to grab it and drag somewhere else (or the same with a finger tap on mobile)
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