Nonprofit SaaS

GiveSpark

Spark Giving. Ignite Community Impact.

GiveSpark unifies donation and volunteer tracking for overstretched grassroots nonprofit leaders in a single, intuitive dashboard. It replaces spreadsheets with real-time insights, sends instant, personalized thank-yous, and inspires supporter competition with live leaderboards—slashing admin hours and fueling deeper engagement, so small teams maximize every act of giving for greater community impact.

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GiveSpark

Product Details

Explore this AI-generated product idea in detail. Each aspect has been thoughtfully created to inspire your next venture.

Vision & Mission

Vision
To empower grassroots nonprofit leaders everywhere to ignite lasting community change by transforming every act of giving into collective impact.
Long Term Goal
By 2028, empower 10,000 grassroots nonprofits worldwide to boost donor retention and volunteer engagement by 50%, redirecting 100,000 staff hours from admin tasks to community impact.
Impact
Boosts donor retention by 40% and increases volunteer engagement by 30% for grassroots nonprofit leaders, while saving teams over 8 hours per month on manual tracking—eliminating spreadsheet chaos and enabling more time for relationship-building and community impact within three months of adoption.

Problem & Solution

Problem Statement
Grassroots nonprofit leaders waste hours manually tracking donations and volunteers in spreadsheets, leading to lost engagement and missed opportunities; existing software is too complex, expensive, or built for larger organizations, leaving small teams overwhelmed and underserved.
Solution Overview
GiveSpark replaces chaotic spreadsheets with a single dashboard that automatically tracks donations and volunteer activity, instantly sending personalized thank-yous and displaying a live giving leaderboard to energize supporter engagement—all designed for busy grassroots leaders who need simplicity, not complexity.

Details & Audience

Description
GiveSpark is an all-in-one platform that lets grassroots nonprofit leaders effortlessly track donations and volunteers in one place. Designed for small teams seeking simplicity, it eliminates spreadsheet chaos and wasted hours. Real-time dashboards and instant, personalized thank-yous keep supporters engaged and coming back. A live giving leaderboard uniquely energizes campaigns, inspiring friendly competition and maximized community impact.
Target Audience
Grassroots nonprofit leaders (25-60) overwhelmed by manual tracking, craving simple tools boosting supporter engagement.
Inspiration
One evening at my friend’s crowded kitchen table, I watched her juggle sticky donation envelopes and scribbled volunteer signups, racing to send thank-yous after a rescue fundraiser. Seeing her exhaustion and the joy lost in paperwork, I realized small nonprofits need a simple tool that celebrates every act of giving—making support visible, connection instant, and impact effortless.

User Personas

Detailed profiles of the target users who would benefit most from this product.

E

Efficient Evan

- Age 32, male volunteer coordinator - Leads scheduling for 50+ volunteers weekly - Holds nonprofit management bachelor’s degree - Works for mid-size community shelter

Background

Former college event assistant, he saw schedules collapse from manual spreadsheets. After witnessing no-shows and confusion, he adopted GiveSpark to automate volunteer coordination and regain peace of mind.

Needs & Pain Points

Needs

1. Automated volunteer conflict resolution alerts 2. Real-time schedule change notifications 3. Unified volunteer availability overview

Pain Points

1. Missed volunteer overlap causing staff shortages 2. Manual schedule edits wasting valuable hours 3. Difficulty consolidating availability across platforms

Psychographics

- Obsessively seeks flawless scheduling precision - Thrives on structured reliable volunteer workflows - Values automation to eliminate manual drudgery

Channels

1. GiveSpark mobile app push 2. Slack team chat 3. Gmail email updates 4. WhatsApp group messages 5. Facebook Groups discussions

O

Onsite Olivia

- Age 28, female event manager - Coordinates teams for 10+ annual events - Holds communications bachelor’s degree - Operates within urban community center

Background

Started as eager fair volunteer, she often juggled last-minute assignments. Exposure to chaotic schedules inspired her to adopt GiveSpark’s live reallocation tools for seamless event management.

Needs & Pain Points

Needs

1. Instant volunteer reassignment capabilities 2. Real-time attendance monitoring dashboard 3. Quick push notifications for task changes

Pain Points

1. Volunteers arriving unassigned causing confusion 2. Delayed check-in data hindering task allocation 3. Manual printouts losing up-to-date info

Psychographics

- Thrives on dynamic event-day challenges - Values rapid, on-the-fly problem solving - Feels energized by hands-on coordination

Channels

1. SMS broadcast alerts 2. GiveSpark mobile app dashboard 3. WhatsApp event group 4. Instagram story updates 5. Email roundups

D

Data-Driven Devon

- Age 40, male data analyst - Holds master’s in statistics - Works for regional nonprofit network - Manages 6-figure fundraising budgets

Background

After a decade in corporate BI, he transitioned to nonprofits seeking mission-driven work. Frustrated by siloed spreadsheets, he quickly embraced GiveSpark’s integrated analytics to illuminate fundraising ROI.

Needs & Pain Points

Needs

1. Customizable fundraising trend reports 2. Cross-campaign donor segmentation filters 3. Exportable data for advanced analysis

Pain Points

1. Fragmented data slowing insight generation 2. Manual spreadsheet merging wasting hours 3. Lack of real-time campaign visibility

Psychographics

- Relentlessly pursues data-driven insights - Trusts numbers over anecdotal evidence - Seeks clear ROI metrics regularly - Enjoys deep-diving into campaign stats

Channels

1. Tableau integration feed 2. GiveSpark web dashboard 3. Email CSV exports 4. LinkedIn professional groups 5. Slack analytics channel

N

Nurturing Nora

- Age 35, female donor relations manager - MLS in communications and PR - Serves small environmental nonprofit - Cultivates 2,000+ donor connections

Background

Cutting her teeth in donor services at a museum, she learned that timely gratitude drives loyalty. Encountering delayed acknowledgments, she championed GiveSpark’s instant thank-you tools to amplify supporter satisfaction.

Needs & Pain Points

Needs

1. Instant personalized thank-you automation 2. Easy donor segmentation for tailored messages 3. Analytics on supporter engagement trends

Pain Points

1. Delayed acknowledgments harming donor loyalty 2. Generic messages failing to resonate personally 3. Difficulty tracking individualized outreach history

Psychographics

- Believes gratitude fosters stronger bonds - Values personalized communication over automation - Driven by long-term supporter engagement - Takes pride in heartfelt outreach

Channels

1. GiveSpark email campaigns 2. Mailchimp integration sync 3. Facebook Messenger chats 4. Instagram DM acknowledgments 5. LinkedIn thank-you notes

R

Remote Riley

- Age 29, female rural program manager - Oversees 15 communities across three counties - Bachelor’s in social work - Based on central farmstead office

Background

Raised in farming communities, she witnessed neighbor-driven volunteer networks flourish. Frustrated by poor communication tools, she adopted GiveSpark to unify remote volunteer tracking and foster local collaboration.

Needs & Pain Points

Needs

1. Reliable offline data syncing capabilities 2. Geo-tagged volunteer check-in functionality 3. Centralized remote communication hub

Pain Points

1. Spotty internet hindering data entry 2. Volunteers lost without clear location info 3. Multiple tools causing fragmented outreach

Psychographics

- Passionate about strengthening community ties - Values tools that bridge geographic divides - Seeks transparency in remote team activities - Motivated by empowering dispersed volunteers

Channels

1. GiveSpark offline mobile app 2. SMS text notifications 3. WhatsApp community groups 4. Email newsletters 5. Facebook Rural Outreach page

Product Features

Key capabilities that make this product valuable to its target users.

Real-Time SkillSync

Instantly matches available volunteers to open roles based on up-to-the-minute skill profiles and mission requirements, ensuring every task is staffed with the right expertise without manual sorting.

Requirements

Skill Profile Data Integration
"As a volunteer coordinator, I want all volunteer skills and certifications consolidated and updated in real time so that I can trust the system to match the best-fit volunteers without manual data entry."
Description

Implement a module that ingests, normalizes, and stores up-to-date volunteer skill profiles from various sources (forms, surveys, external databases), ensuring all relevant attributes (experience level, certifications, language skills) are accurately captured and maintained. This integration must handle real-time updates, support data validation, and seamlessly feed into the matching engine for precise pairing between volunteers and open roles.

Acceptance Criteria
Volunteer Signup Form Skill Import
Given a new volunteer completes the signup form, when the form is submitted, then the module ingests the skill attributes and persists them in the database with normalized fields matching the internal schema.
External Database Skill Sync
Given updated skill data in an external HR database, when the scheduled sync runs, then all changes to experience levels, certifications, and language skills are reflected in the volunteer profiles within 5 minutes.
Real-Time Skill Update Handling
Given a skill update event from an external survey system, when the event is received, then the integration module updates the corresponding volunteer profile in real time (within 5 seconds) and triggers a matching engine re-evaluation.
Skill Data Validation and Error Handling
Given incoming skill data contains invalid or missing fields, when the data integration module validates the input, then it rejects invalid entries, logs the errors with detailed messages, and notifies the admin within 1 hour.
Matching Engine Feed Integration
Given updated and normalized volunteer skill profiles, when the matching engine queries for candidates, then it retrieves the latest profile data within 1 second and ensures accurate pairing based on skill requirements.
Real-Time Availability Tracking
"As a volunteer, I want my current availability reflected instantly when I update it so that I’m only matched to tasks I can commit to."
Description

Develop a service that continuously monitors and updates volunteer availability based on calendar integrations, manual status updates, and attendance records. The system should handle concurrency, reflect immediate changes, and provide accurate availability windows to the matching engine, preventing double-booking and ensuring tasks are staffed only when volunteers are truly available.

Acceptance Criteria
Calendar Integration Update
Given a volunteer with an active external calendar integration, when the volunteer’s calendar event status changes to busy or free, then the system updates the volunteer’s availability status for that time slot within 60 seconds.
Manual Status Update
Given a volunteer manually sets their availability status to available or unavailable for specific dates/times, when the volunteer saves the update, then the change is reflected in the system immediately and overwritten by no other process.
Attendance Record Processing
Given a volunteer attends or misses a scheduled task and the attendance record is logged, when the attendance is marked in the system, then the volunteer’s future availability calendar is updated in real time to reflect their actual availability.
Concurrency Conflict Resolution
Given two or more pending tasks overlapping in a volunteer’s schedule, when the system attempts to assign the same volunteer to both tasks, then the system prevents double-booking by rejecting the second assignment and notifying the coordinator of the conflict.
Availability Window Display
Given a volunteer’s availability data from all sources (calendar integrations, manual updates, attendance), when a coordinator views the matching engine’s volunteer availability interface, then the displayed availability windows match the current state of all inputs with no discrepancies.
Matching Algorithm Engine
"As a program manager, I want the system to automatically pair tasks with the most qualified volunteers so that critical roles are filled efficiently and effectively."
Description

Create the core matching engine that evaluates up-to-the-minute skill profiles and availability against task requirements, applying weighted criteria (skill proficiency, past performance, volunteer preferences) to generate optimized volunteer-to-role assignments. The engine should run on demand and on scheduled intervals, support scalability for large volunteer pools, and log matching decisions for auditability.

Acceptance Criteria
Immediate Matching on Demand
Given an admin triggers the matching engine on demand When current volunteer profiles and open tasks exist Then the engine processes all profiles against requirements And returns a ranked list of volunteer-to-task assignments within 5 seconds
Scheduled Matching Interval
Given the system runs scheduled matching every hour When new volunteers or tasks are added after the last run Then the engine automatically executes matching at the next interval And updates assignments without manual intervention
Weighted Criteria Application
Given volunteers have skill proficiency, past performance, and preferences defined When the engine evaluates matches Then it applies the configured weightings to each criterion And generates assignments with a combined score reflecting those weights
Scalability with Large Volunteer Pool
Given the system has 10,000 active volunteers and 1,000 open tasks When the matching engine runs Then it completes processing within acceptable performance thresholds (under 2 minutes) And does not exceed allocated memory or CPU limits
Audit Logging of Matching Decisions
Given each matching run completes When assignments are finalized Then the system logs the decision details (volunteer ID, task ID, scores, timestamps) And logs are accessible via the audit API for review
Re-Matching After Profile Update
Given a volunteer updates their skill profile or availability When the engine is triggered on demand or scheduled Then previous assignments are re-evaluated And updated assignments reflect the latest profile changes
Task Skill Requirements Configuration
"As an event organizer, I want to specify exact skills and experience levels needed for each task so that volunteers with the right expertise are assigned appropriately."
Description

Build an intuitive interface for administrators to define and customize skill requirements, proficiency levels, and weighting factors for each volunteer role or task. Configurations must allow multi-select skills, minimum proficiency thresholds, and conditional rules, ensuring the matching engine has clear, structured criteria to accurately staff tasks according to mission needs.

Acceptance Criteria
Administrator Configures Skill Requirements for a New Task
Given the administrator is on the task creation page, When they click 'Add Skill Requirement', Then they can multi-select skills from the predefined skill library and see their selections listed.
Admin Sets Minimum Proficiency Thresholds
Given the skill requirement modal is open, When the administrator inputs a proficiency level, Then only integer values between 1 and 5 are accepted and any invalid entry triggers an inline error message.
Admin Assigns Weighting Factors to Skills
Given one or more skills are added to a task, When the administrator sets weighting percentages for each skill, Then the system enforces that the sum of all weights equals 100% before allowing form submission.
Admin Applies Conditional Rules to Skill Requirements
Given the conditional rules configuration panel is active, When the administrator defines 'AND' or 'OR' conditions between selected skills, Then the system validates the logical expression and displays an error if the rule syntax is incorrect.
Admin Edits and Saves Skill Requirements Configuration
Given an existing task with defined skill requirements, When the administrator updates skills, proficiency thresholds, or weights and clicks 'Save', Then the system persists changes and displays a 'Configuration Saved Successfully' notification.
Automated Match Notifications
"As a volunteer, I want to receive immediate notifications when I’m matched to a task so that I can confirm my participation promptly."
Description

Implement a notification system that automatically alerts volunteers of new task matches via email, SMS, or in-app messages, including task details, location, and start time. Notifications should support personalization, include accept/decline actions, and trigger reminders or follow-up messages based on volunteer responses or lack thereof.

Acceptance Criteria
Initial Notification Delivery
Given a new task match is created, when the system triggers notifications, then the volunteer receives an email, SMS, and in-app message within 1 minute containing task details, location, and start time.
Personalized Notification Content
Given volunteer profile data is available, when notifications are sent, then each message includes the volunteer’s name, task-specific details, organization name, and a brief rationale for the match.
Accept/Decline Actions
Given a notification is received, when the volunteer views the message, then actionable buttons for “Accept” and “Decline” are displayed correctly and clicking either option updates the system within 5 seconds.
Reminder on No Response
Given no volunteer response within 24 hours of the initial notification, when the 24-hour threshold is reached, then the system sends a reminder notification via the volunteer’s preferred channel.
Follow-up on Declination
Given a volunteer declines a task match, when the decline action is processed, then the system sends a follow-up message within 1 hour suggesting alternative open roles that match the volunteer’s skills.
Match Analytics Dashboard
"As a nonprofit director, I want to see analytics on how quickly and accurately volunteers are matched to tasks so that I can optimize our staffing processes and report on operational effectiveness."
Description

Design a dashboard that visualizes matching performance metrics such as match success rate, volunteer fill time, skill coverage gaps, and historical matching trends. The dashboard should offer customizable filters, exportable reports, and real-time updates, empowering nonprofit leaders to monitor efficiency, identify areas for improvement, and demonstrate impact to stakeholders.

Acceptance Criteria
Real-Time Data Refresh Performance
Given the dashboard is open and new matching data arrives, When the data updates, Then all performance metrics refresh within 2 seconds without a full page reload.
Customizable Filter Application
Given a nonprofit leader applies date range and skill category filters, When filters are submitted, Then the dashboard displays only matching records and retains filter settings on page reload.
Exportable Reports Generation
Given the user initiates an export of the current dashboard view, When export is confirmed, Then the system generates and downloads CSV and PDF reports containing only the filtered metrics within 5 seconds.
Skill Coverage Gap Identification
Given live skill coverage data below the defined threshold, When viewing the gaps section, Then roles with insufficient volunteer skills are highlighted and recommended actions are displayed.
Historical Trend Visualization
Given the user selects a historical time period, When the period is applied, Then line charts update to show match success rate and volunteer fill time trends with interactive tooltips on data points.

SkillGap Insights

Analyzes upcoming events and highlights missing or underrepresented skills, empowering organizers to recruit or train volunteers proactively and avoid last-minute shortages.

Requirements

Volunteer Skills Database
"As an event organizer, I want a searchable database of volunteer skills so that I can quickly find individuals who match the specific requirements of upcoming events."
Description

Develop a centralized database storing volunteer profiles and their verified skills, enabling real-time cross-referencing of upcoming event requirements with available talent. This database should integrate seamlessly with existing user management systems, support dynamic updates as volunteers acquire new skills, and provide efficient querying capabilities to power downstream analytics.

Acceptance Criteria
Real-Time Skill Match Retrieval
Given an upcoming event requiring specific skills (e.g., First Aid and Crowd Management), When an organizer queries the Volunteer Skills Database for matching volunteers, Then the system returns a list of all volunteers possessing both skills within 2 seconds, sorted by next available date.
Skills Update Propagation
Given a volunteer completes a new skill verification process, When the volunteer’s profile is updated, Then the new skill appears in the Volunteer Skills Database within 1 minute and is immediately available for event matching queries.
Integration with User Management System
Given existing volunteer accounts in the external user management system, When the database synchronization runs (manual or scheduled), Then all volunteer profiles are created or updated in the Volunteer Skills Database with the correct user ID mapping, avoiding duplicate records.
Bulk Import and Verification of Skills
Given an administrator uploads a CSV file containing volunteer IDs and associated skills, When the import job processes the file, Then 100% of valid entries are stored in the database, invalid entries are flagged with error details, and a summary report is generated listing successes and failures.
Complex Query Performance
Given an organizer applies a multi-criteria filter (combining at least three skills, location radius, and availability date), When the query executes, Then the system returns accurate results within 3 seconds and ensures individual database response times do not exceed 500 milliseconds.
Event Skill Requirement Parser
"As a program coordinator, I want the system to analyze event details and identify required skills so that I don’t have to manually review lengthy descriptions."
Description

Implement a parsing engine that ingests event descriptions, job roles, and task lists to automatically extract and categorize required skills. This engine should leverage natural language processing to identify both explicit and implicit skill mentions, map them to standardized taxonomy terms, and flag any ambiguous entries for manual review.

Acceptance Criteria
Explicit Skill Extraction from Simple Event Description
Given an event description containing explicit skill terms (e.g., “first aid”, “public speaking”), when the parser analyzes the text, then it extracts each term and lists them as required skills
Implicit Skill Identification from Role Descriptions
Given a job role description with implicit skill indicators (e.g., “lead team huddle”, “manage inventory”), when the parser processes the role text, then it infers skills (“Team Leadership”, “Inventory Management”) and includes them in the output
Skill Taxonomy Mapping and Standardization
Given extracted skill mentions, when the parser maps them to the internal standardized taxonomy, then each skill is matched to a single taxonomy term (e.g., “CPR” → “Cardiopulmonary Resuscitation”) and no unmatched terms remain
Ambiguity Detection and Manual Review Flagging
Given an extracted term that matches multiple taxonomy entries (e.g., “management”), when the parser evaluates the term, then it flags the entry as ambiguous and adds it to the manual review queue
Handling Multiple Formatting and List Structures
Given an event description with bulleted lists, commas, and semicolon-separated skills, when the parser ingests the text, then it correctly identifies and extracts all distinct skill items without duplication
Skill Gap Detection Engine
"As an event manager, I want to know which skills are lacking for an event so that I can proactively recruit or train volunteers before the event date."
Description

Build an algorithm that compares the required skill set for each upcoming event against the current volunteer skills database, identifying shortages and underrepresented competencies. The engine should produce a prioritized list of missing skills per event, with customizable thresholds for critical versus non-critical gaps.

Acceptance Criteria
Missing Skills Detection for Single Event
Given an upcoming event with specified required skills and a populated volunteer skills database When the detection engine runs Then it produces a list of missing skills sorted by priority including only those below the default threshold.
Customizable Threshold Configuration
Given an event with skill requirements and user-defined threshold settings for critical vs non-critical gaps When the user adjusts the threshold parameters Then the detection engine correctly categorizes skills above the threshold as non-critical and below as critical.
Skill Gap Prioritization
Given multiple missing skills identified for an event When the detection engine applies prioritization logic Then skills are ordered by severity of shortage and impact on event success.
No Skill Shortages Scenario
Given a fully staffed event where volunteer skills meet or exceed requirements When the detection engine runs Then it returns an empty missing skills list and a confirmation message indicating no gaps.
Bulk Event Processing
Given multiple upcoming events with varied skill requirements When the detection engine processes all events Then it generates individual prioritized missing skill lists for each event within 10 seconds.
Automated Recruitment Alerts
"As a volunteer coordinator, I want to automatically notify qualified volunteers about skill shortages so that I can fill roles quickly without manual outreach."
Description

Create a notification system that dispatches automated alerts to volunteers and partner organizations when critical skill gaps are detected. Alerts should be personalized based on proximity, availability, and skill match, delivered via email, SMS, or in-app notifications, with tracking to measure campaign effectiveness.

Acceptance Criteria
Trigger Alert for Nearby Qualified Volunteers
Given a critical skill gap is detected for an upcoming event; When the system identifies volunteers within a 20-mile radius matching the required skill and availability on the event date; Then an automated alert containing event details is queued for dispatch to each qualified volunteer.
Partner Organization Notification Workflow
Given partner organizations registered for community support; When a critical skill gap remains unfilled 48 hours before the event; Then the system sends a consolidated alert email, listing the event details and skill requirements, to all partner organizations.
Multi-Channel Delivery Confirmation
Given alerts are dispatched via email, SMS, and in-app notifications; When the system sends each alert; Then it logs a delivery status for each channel and retries up to two times for failed attempts.
Personalization of Alert Content
Given volunteer proximity and previous engagement history; When generating an alert; Then the message includes the volunteer’s name, relevant skill match, distance to event, and next available time slot in a personalized template.
Campaign Effectiveness Tracking Dashboard
Given a recruitment alert campaign is executed; When volunteers respond to alerts or partner organizations confirm actions; Then the system updates the campaign dashboard with metrics on sent alerts, open rates, response rates, and successful recruitments in real time.
Training Recommendation Module
"As a volunteer, I want personalized training suggestions to develop skills that are in demand so that I can become eligible for more event roles."
Description

Design a module that recommends targeted training resources and opportunities to volunteers aimed at closing identified skill gaps. Recommendations should draw from internal learning content and third-party courses, include estimated completion timelines, and track progress within volunteer profiles.

Acceptance Criteria
Personalized Training Plan Suggestion
Given a volunteer profile with identified skill gaps, when the Training Recommendation Module is accessed, then the system recommends the top 5 relevant internal training resources sorted by relevance, each with an estimated completion timeline and direct link to the content.
Third-Party Course Integration Check
Given external course providers integrated via API, when a skill gap is identified, then the module retrieves matching third-party courses, includes cost and estimated duration, and filters out any courses without required metadata.
Progress Tracking and Profile Update
Given a volunteer has enrolled in a recommended course, when the volunteer completes course milestones, then the system updates the volunteer’s profile within 24 hours to reflect the current completion percentage and overall progress.
Notifications for New Training Recommendations
Given new or updated training resources become available, when these match a volunteer’s skill gap, then the system sends a personalized notification with course details (title, provider, timeline, link) and records delivery success.
Recommendation Accuracy Reporting
Given usage data on recommended training, when generating monthly reports, then the system calculates the percentage of recommended courses completed within the estimated timelines and ensures it meets or exceeds an 80% accuracy target.

Proactive Skill Alerts

Sends automated notifications when a mission’s required competencies are low, enabling coordinators to address gaps quickly and maintain smooth event operations.

Requirements

Skill Threshold Setup
"As a coordinator, I want to set minimum skill thresholds for each mission so that I maintain the quality and safety of volunteer teams."
Description

Allow coordinators to define and configure minimum competency thresholds for each skill required by a mission. The system provides a user interface within mission settings where skill names, required proficiency levels, and unit measures can be established. Configurations are stored in the database, validated upon mission creation, and used by downstream monitoring processes. This requirement ensures that each mission’s skill criteria are explicit, customizable per event, and consistently enforced.

Acceptance Criteria
Coordinator Accesses Mission Skill Settings
Given a coordinator with appropriate permissions is viewing an existing mission When they navigate to the mission settings page Then they see a 'Skill Threshold Setup' section containing fields for skill name, proficiency level, and unit of measure
Coordinator Configures Skill Threshold Values
Given the coordinator is in the 'Skill Threshold Setup' section When they enter valid skill names, select proficiency levels from a predefined scale, and specify units of measure Then the 'Save' button is enabled and clicking it persists the configuration without errors
Validation of Skill Threshold Inputs
Given the coordinator enters invalid input—such as an empty skill name, a proficiency level outside the allowed range, or a non-numeric unit measure When they attempt to save Then the system displays inline validation messages and prevents saving until inputs are corrected
Skill Threshold Persistence on Mission Creation
Given a new mission is created with defined skill thresholds When the mission is saved and subsequently reloaded Then all configured thresholds appear correctly under mission settings and are stored in the database
Skill Threshold Visibility and Editability
Given a mission with existing skill thresholds When the coordinator returns to mission settings Then they can view, modify, or delete each skill threshold and changes are saved upon confirmation
Competency Gap Detection
"As a coordinator, I want to receive notifications when volunteer skills for an upcoming mission fall below required levels so that I can recruit additional volunteers."
Description

Continuously monitor volunteer skill data against the configured thresholds for each upcoming mission. The system runs scheduled comparisons and evaluates real-time updates to volunteer profiles, detecting when any skill category falls below the required level. Upon detecting a gap, it flags the issue in the monitoring service and queues an alert for delivery. This proactive detection allows coordinators to address shortages before they impact event operations.

Acceptance Criteria
Scheduled Threshold Comparison
Given upcoming missions with configured skill thresholds When the scheduled monitoring job runs Then the system compares current volunteer skill counts against each mission’s thresholds and logs comparisons successfully
Real-Time Profile Update Detection
Given a volunteer updates their skill profile When the update occurs in the system Then the competency gap detection module recalculates the skill levels for all affected upcoming missions within 30 seconds
Competency Gap Identification
Given comparison results When any skill category count falls below the mission’s required threshold Then the system flags that mission as having a competency gap in the monitoring service
Monitoring Service Flagging
Given a mission is flagged for a competency gap When the monitoring service receives the flag Then it records a gap event with mission ID, skill category, deficit amount, and timestamp
Alert Queuing for Coordinators
Given a flagged competency gap event When the event is processed Then the system queues a proactive alert message for the mission coordinator with skill gap details and expected resolution suggestions
Multi-Channel Alerting
"As a coordinator, I want to receive skill gap alerts via my preferred channels so that I don't miss critical notifications."
Description

Send automated skill gap alerts through multiple delivery channels—email, SMS, and in-app notifications—based on coordinator preferences. The system integrates with external email and SMS gateways, as well as the internal notification center, formatting and routing messages appropriately. Coordinators can specify their preferred channels in profile settings to ensure timely awareness.

Acceptance Criteria
Email Alert Delivery
Given a mission has competencies below the defined threshold and the coordinator’s profile has email notifications enabled, when the system evaluates skill levels, then it sends an email via the external email gateway to the coordinator’s registered email address within 2 minutes, containing the mission name, list of low competencies, current coverage percentage, and a link to address gaps.
SMS Alert Delivery
Given a mission has competencies below the defined threshold and the coordinator’s profile has SMS notifications enabled, when the system evaluates skill levels, then it sends an SMS via the external SMS gateway to the coordinator’s registered phone number within 1 minute, containing a brief alert message, mission identifier, and link to full details in the app.
In-App Notification Delivery
Given a mission has competencies below the defined threshold and the coordinator has in-app notifications enabled, when the system evaluates skill levels, then it creates and displays a notification in the internal notification center immediately after detection, including mission name, low skill list, and a direct action button to update skills.
Channel Preference Update
When a coordinator updates their notification channel preferences in their profile settings, then the system persists the new preferences and applies them to all subsequent alert deliveries without requiring a session refresh or re-login.
Fallback Channel Handling
If an alert fails to send via the coordinator’s primary channel within the configured delivery window, then the system retries sending via the next preferred channel within 5 minutes and logs both the failure and successful delivery attempt in the notification center.
Alert Scheduling Controls
"As a coordinator, I want to choose when and how frequently to receive skill gap alerts so that they fit my workflow."
Description

Provide coordinators with controls to configure the timing and frequency of skill gap alerts. Options include immediate delivery, daily summaries, or weekly digests, along with the ability to set quiet hours to prevent alerts during non-working times. Scheduling settings respect the user’s time zone and integrate with the alert dispatch system to batch or delay notifications accordingly.

Acceptance Criteria
Immediate Delivery Configuration
Given the coordinator selects “Immediate” in alert timing settings When a mission’s required competency falls below threshold Then an alert is sent to the coordinator within 1 minute of the competency gap detection
Daily Summary Scheduling
Given the coordinator schedules a daily summary at a specified hour When a 24-hour period ends with one or more competency gaps Then the system compiles all gap alerts into a single summary and delivers it at the scheduled hour
Weekly Digest Delivery
Given the coordinator chooses a weekly digest on a specific weekday and time When the specified week concludes Then the system batches all competency gap alerts from the week and sends the digest within 5 minutes of the scheduled time
Quiet Hours Enforcement
Given the coordinator defines quiet hours between a start and end time When competency gap alerts are triggered during quiet hours Then the system suppresses delivery and queues notifications until quiet hours end
Time Zone Respect
Given the coordinator’s profile timezone is set When scheduling and sending alerts Then the system converts all delivery times to the coordinator’s timezone and delivers alerts at the correct local time
Skill Alert Dashboard
"As a coordinator, I want a dashboard view of current skill alerts so that I can monitor and track them at a glance."
Description

Display a dedicated alerts panel within the main dashboard that shows active, acknowledged, and resolved skill gap notifications. Each alert entry includes mission name, affected skill categories, gap metrics, timestamp, and acknowledgment status. The panel supports sorting, filtering, and quick actions like marking an alert as acknowledged or viewing related volunteer profiles.

Acceptance Criteria
Display Active Skill Gap Alerts
Given a mission’s competency level falls below the predefined threshold When the dashboard is loaded Then an alert entry for that mission appears in the active alerts panel showing mission name, affected skills, gap percentage, timestamp, and status
Acknowledge Skill Gap Alert
Given an active alert entry When the coordinator clicks the acknowledge action Then the alert’s status updates to ‘Acknowledged’, the timestamp of acknowledgement is recorded, and the entry moves to the acknowledged section
Resolve Skill Gap Alert
Given an acknowledged alert entry When the competency gap is closed or manually resolved by the coordinator Then the alert’s status updates to ‘Resolved’ and the entry moves to the resolved section with a resolution timestamp
Sort and Filter Alerts
Given multiple alerts in various statuses When the coordinator applies sorting or filtering by mission name, skill category, status, or date Then the alerts panel displays entries matching the selected criteria in the correct order
Quick Access to Volunteer Profiles
Given an alert entry displayed in the panel When the coordinator selects the view volunteer profiles action Then a modal or linked page opens showing volunteers with the required skills, including their profiles and current availability

Volunteer Skill Badges

Displays verified skill badges on volunteer profiles, offering at-a-glance trust indicators that help organizers and team leaders choose the best people for each role.

Requirements

Badge Verification Workflow
"As a nonprofit administrator, I want to verify volunteer-submitted credentials so that only authentic skill badges are displayed on volunteer profiles."
Description

Implement a streamlined verification process for volunteer skill badges, allowing administrators to review and confirm volunteer-submitted credentials before badges appear on profiles. This ensures authenticity of skills, maintains trust in the platform, and integrates with existing volunteer submission forms and admin dashboards.

Acceptance Criteria
Volunteer Submits Badge Verification Request
Given a volunteer has uploaded credential documents via the badge request form, when they click submit, then the system records and queues the request in the admin dashboard within 30 seconds.
Admin Reviews Pending Badge Requests
Given an admin is on the pending badge requests page, when they select a volunteer request, then they can view uploaded credentials, mark as 'Verified' or 'Rejected', and add an optional comment.
Badge Appears on Profile After Verification
Given an admin verifies a volunteer's skill, when the status is updated to 'Verified', then the corresponding skill badge automatically displays on the volunteer's profile within 5 minutes.
Volunteer Receives Notification of Verification Outcome
Given a volunteer's badge request status changes, when it is verified or rejected, then the system sends an email notification with the outcome and admin comments within 2 minutes.
Rejected Badge Request Handling
Given an admin marks a badge request as 'Rejected', when the volunteer views their profile or request list, then the request shows 'Rejected' status with admin comments, and the volunteer may resubmit with corrected credentials.
Profile Badge Display
"As an event organizer, I want to see volunteers' skill badges on their profiles so that I can quickly identify suitable candidates for specific tasks."
Description

Design and integrate a visual layout within volunteer profiles to prominently display verified skill badges. The badges should include icons, labels, and tooltips with brief descriptions, seamlessly fitting into the dashboard UI and enhancing at-a-glance assessment of volunteer capabilities.

Acceptance Criteria
Volunteer Profile Badge Visibility
Given a volunteer with verified skill badges, when their profile is loaded, then all badges appear in the badge section with corresponding icons and labels.
Badge Tooltip Display
Given a displayed skill badge, when the user hovers over or taps the badge icon, then a tooltip displays the brief description of the skill within 200ms.
Responsive Layout on Mobile Devices
Given access on a mobile device, when viewing a volunteer profile, then badges are arranged in a single scrollable row that fits within the screen width without overlapping other UI elements.
Profile with No Badges
Given a volunteer without any verified badges, when their profile is viewed, then the badge section displays a placeholder message stating 'No skills verified yet' and occupies the same visual space.
High Badge Count Handling
Given a volunteer with more than 10 badges, when their profile is displayed, then only the first 10 are shown followed by a '+X more' indicator that reveals the hidden badges when clicked.
Badge-based Volunteer Search
"As a team leader, I want to filter volunteers by skill badges so that I can efficiently find individuals with the necessary expertise for roles."
Description

Enable filtering and search functionality based on skill badges within the volunteer directory. Users should be able to select one or multiple badges and retrieve a list of volunteers who have those verified skills, streamlining the assignment process for event roles.

Acceptance Criteria
Filter by Single Badge
Given a user is viewing the volunteer directory and selects a single skill badge When they apply the filter Then only volunteers with that verified badge appear in the results And a 'No volunteers found' message displays if there are no matches
Filter by Multiple Badges
Given a user selects multiple skill badges When they apply the filter Then only volunteers possessing all selected badges are listed And the filter tag bar displays each selected badge
Clear Badge Filters
Given a user has applied one or more badge filters When they click the 'Clear Filters' button Then all badge filters are removed And the full volunteer list is restored
Search Within Filtered Results
Given badge filters are active When the user enters text in the volunteer name search box Then the results update to show only volunteers matching the name and badge filters And the total result count adjusts accordingly
Performance Under Load
Given 1,000+ volunteers in the directory When a badge filter is applied Then results render within 2 seconds And pagination or infinite scroll handles additional results smoothly
Badge Management Interface
"As a platform admin, I want to manage the library of skill badges so that I can keep badge offerings up to date and relevant."
Description

Develop an administrative interface for managing available skill badges, including creating new badges, editing badge metadata (name, icon, description), and deactivating obsolete badges. This interface should tie into the verification workflow and profile display.

Acceptance Criteria
Admin Navigates to Badge Management Interface
Given the administrator is logged in and on the dashboard When they select the “Badge Management” menu Then the badge management page loads within 2 seconds and displays the list of existing badges with visible Create, Edit, and Deactivate controls
Admin Creates a New Skill Badge
Given the administrator is on the badge management page When they click “Create Badge” and enter a valid name, select an icon, and provide a description Then the Save button becomes enabled and clicking it adds the new badge to the list and returns a successful response code
Admin Edits Existing Badge Metadata
Given an existing badge is listed When the administrator clicks its Edit button and updates the name, icon, or description with valid inputs Then the changes are saved upon confirmation and the updated badge metadata appears in the list
Admin Deactivates an Obsolete Badge
Given an existing badge is listed as active When the administrator clicks its Deactivate button and confirms the action Then the badge status changes to inactive, it is removed from the active list, and appears in the archived badge list
Verification Workflow Assigns Badge to Volunteer Profile
Given a badge has been verified through the backend process When the volunteer’s profile is viewed in the dashboard Then the verified badge icon and description tooltip appear on the volunteer’s profile card
Badge Expiry and Renewal Notifications
"As a volunteer, I want to receive reminders when my skill badges are nearing expiration so that I can update my credentials and maintain my profile’s trustworthiness."
Description

Implement a notification system that tracks expiry dates of certain badges and sends reminders to volunteers to renew or re-verify their credentials. Notifications should be configurable in frequency and channel (email/in-app).

Acceptance Criteria
30-Day Pre-Expiry Notification
Given a volunteer has a skill badge expiring in 30 days, when the scheduled notification runs, then send an email and an in-app reminder prompting the volunteer to renew their credential.
Admin Configures Notification Frequency
Given an administrator sets the renewal reminder frequency to weekly, when badges fall within the configured threshold, then the system dispatches reminders on the specified weekly schedule.
Volunteer Selects Notification Channel
Given a volunteer selects email-only notifications, when a badge is nearing expiration, then the system sends the renewal reminder via email only and suppresses in-app notifications.
Badge Renewal Workflow Trigger
Given a volunteer clicks the renewal link in their notification, when the credential is successfully re-verified, then the system updates the badge expiry date and halts further renewal reminders.
System Excludes Non-Expiring Badges
Given certain badges have no expiry date configured, when the notification scheduler executes, then no renewal reminders are sent for those badges.

SkillBoost Recommendations

Suggests targeted micro-trainings and resources to volunteers based on identified mission needs, turning interested participants into qualified team members and strengthening the talent pool.

Requirements

SkillNeed Analysis Engine
"As a volunteer coordinator, I want the system to automatically analyze our project needs and volunteer skill profiles so that I can focus on strategic planning instead of manual skills assessments."
Description

Develop an intelligent analysis engine that periodically assesses mission requirements against volunteer skills data to identify gaps and emerging training needs. The engine will integrate with existing project data within GiveSpark, applying configurable algorithms and thresholds to surface critical skill shortages. By automating mission-skill alignment, this requirement ensures timely and relevant micro-training suggestions, reduces manual overhead, and helps the nonprofit maintain a well-equipped volunteer workforce.

Acceptance Criteria
Periodic Skill Gap Analysis Trigger
Given a configured analysis schedule, when the scheduled time arrives, then the engine retrieves active mission requirements and up-to-date volunteer skill profiles within 5 minutes; Given the data is retrieved, when processing completes, then the engine identifies all skill gaps exceeding configured thresholds and stores the results.
Threshold Configuration for Skill Shortages
Given an administrator adjusts skill shortage thresholds in settings, when the next analysis runs, then the engine applies the new thresholds to classify skill gaps and reflects changes in the next report.
Real-time Skill Gap Alert Generation
Given a new mission requirement is created or updated, when the engine detects a skill gap above the critical level, then an alert is generated and displayed on the GiveSpark dashboard within 2 minutes.
Micro-Training Suggestion Delivery
Given the engine identifies a skill shortage for an upcoming mission, when analysis completes, then the system recommends the top three micro-trainings ranked by relevance and confidence level to volunteers within the dashboard interface.
Volunteer Profile Integration
Given volunteers update their skill profiles, when the next analysis cycle runs, then the engine incorporates the updated profiles into skill gap calculations and ensures no stale data is used.
Volunteer Profile Matching
"As a volunteer, I want the system to recommend trainings that align with my current skills and interests so that I can efficiently upskill for meaningful roles."
Description

Implement a matching component that compares individual volunteer profiles—including experience, interests, and completed trainings—with identified mission skill requirements. This module will rank and score volunteers based on fit, enabling precise targeting of micro-training recommendations. Seamless integration with the user profile database and the analysis engine will deliver personalized learning paths, increase volunteer engagement, and boost conversion from interest to qualification.

Acceptance Criteria
Volunteer Profile Data Retrieval
Given the matching component is activated, when a volunteer’s profile is requested, then the system retrieves and displays experience, interests, and completed training records from the user profile database within 2 seconds, with 100% data accuracy.
Skill Requirement Matching Algorithm Execution
Given defined mission skill requirements and volunteer profiles, when the matching algorithm executes, then it calculates a fit score for each volunteer using predefined weights and ranks all volunteers in descending order of fit score.
Micro-Training Recommendation Generation
Given volunteers have fit scores below the qualification threshold, when recommendations are generated, then the system provides at least three targeted micro-training resources aligned to each volunteer’s identified skill gaps within 3 seconds.
Personalized Learning Path Display
Given micro-training recommendations exist, when a volunteer views their dashboard, then the system displays a personalized learning path showing recommended trainings, progress indicators, and estimated completion times.
Conversion Tracking from Interest to Qualification
Given a volunteer completes all recommended trainings, when the last training module is marked complete, then the system automatically updates the volunteer’s status to “Qualified” and logs a conversion event in the analytics engine.
Resource Suggestion Library
"As a volunteer, I want access to a variety of short, relevant learning materials so that I can quickly build skills needed for upcoming tasks."
Description

Create and maintain a curated library of micro-training resources—videos, articles, quizzes, and external courses—tagged by skill category, difficulty level, and time commitment. The library will support dynamic filtering and ranking based on relevance scores from the matching component. Integration with content management ensures that recommendations remain up-to-date, high-quality, and mission-aligned, empowering volunteers with accessible, bite-sized learning opportunities.

Acceptance Criteria
Volunteer Filters Resources by Skill
Given the volunteer is on the Resource Suggestion Library page, when they select a skill category from the filter dropdown and click 'Apply', then only resources tagged with that skill category are displayed.
Volunteer Applies Multiple Filters
Given the volunteer selects a difficulty level and a time commitment range and clicks 'Apply', then only resources matching both criteria are displayed.
Resources Ranked by Relevance Score
Given a volunteer’s profile and mission needs, when the library loads, then resources are sorted in descending order by calculated relevance score and shown at the top of the list.
Admin Updates Resource Metadata
Given an admin edits a resource’s tags, difficulty level, or time commitment, when they save changes, then the updated metadata is immediately visible in the library filters and rankings, and a confirmation message is displayed.
Library Syncs with External Course Updates
Given external course providers update or deprecate content, when the nightly sync runs, then the library reflects updated course details or disables removed courses, and all changes are logged.
Personalized Notification System
"As a volunteer coordinator, I want to automatically notify volunteers of new relevant trainings so that they stay informed and engaged without manual outreach."
Description

Design a notification system to deliver real-time, personalized training suggestions via email, in-app messages, or SMS, triggered by new project needs or changes in volunteer profiles. The system will allow customization of communication frequency, channels, and message templates to maximize engagement. By proactively notifying volunteers about relevant opportunities, this requirement drives higher completion rates and keeps volunteers aligned with organizational priorities.

Acceptance Criteria
New Project Need Alert
Given a new project requiring skill X and volunteer preferences include skill X When the system detects this match Then send a personalized notification via the volunteer’s preferred channel within 5 minutes with at least one micro-training suggestion and resource link
Volunteer Skill Profile Update Alert
Given a volunteer updates their profile with a new or improved skill When the profile change is saved Then trigger an in-app message recommending relevant micro-trainings within 2 minutes
Scheduled Weekly Training Digest
Given it is the volunteer’s chosen delivery day When 00:00 UTC of that day is reached Then email a digest summarizing up to five tailored training suggestions based on current project needs and the volunteer’s interests
Post-Completion Acknowledgment and Next Steps
Given a volunteer completes a recommended micro-training When training completion is confirmed Then send an SMS congratulating the volunteer and suggesting the next relevant resource or project opportunity
Custom Notification Frequency Adjustment
Given a volunteer changes their notification frequency in settings When the update is saved Then apply the new frequency for all subsequent notifications without delay
Training Completion Tracking
"As a volunteer coordinator, I want to see which recommended trainings volunteers have completed so that I can confidently assign roles based on verified skills."
Description

Build a tracking mechanism to monitor volunteer progress through recommended micro-trainings, recording completion status, assessment results, and earned badges or certificates. Integration with volunteer profiles and the dashboard will visualize individual and aggregate training metrics, enabling coordinators to verify qualifications and celebrate achievements. This requirement ensures transparency in volunteer readiness and supports data-driven decisions for team assignments.

Acceptance Criteria
Volunteer Completes a Micro-Training Session
Given a volunteer has started a recommended micro-training, when they complete all modules and pass the final assessment with a score of 80% or higher, then the system records the training as 'Completed' in their profile, captures the completion date and assessment score, and issues the corresponding badge or certificate.
Coordinator Reviews Volunteer Training Progress
Given a coordinator accesses the dashboard, when they select an individual volunteer, then the dashboard displays the volunteer’s training completion status for each recommended micro-training, including assessment results, earned badges or certificates, and completion dates.
Aggregate Training Metrics Displayed on Dashboard
Given the dashboard has recorded volunteer training data, when a coordinator views the training overview section, then the system visualizes aggregate metrics such as total trainings completed, average assessment scores, total badges awarded, and completion rates per training module.
Volunteer Views Their Own Training Progress
Given a volunteer is logged into their profile, when they navigate to the 'Trainings' tab, then the system lists all recommended micro-trainings with clear status indicators (Not Started, In Progress, Completed), along with any earned badges or certificates and assessment scores.
Coordinator Verifies Qualifications Before Assignment
Given a coordinator assigns volunteers to a mission requiring specific training, when they select a volunteer, then the system checks the volunteer’s profile for required completed trainings and badges; if requirements are met, assignment proceeds, otherwise the system blocks the assignment and lists incomplete trainings.

Team Composition Optimizer

Automatically assembles balanced teams by pairing volunteers with complementary abilities, maximizing collaboration, efficiency, and overall mission success.

Requirements

Volunteer Skills Matrix
"As a nonprofit coordinator, I want to define and update a centralized skills matrix for my volunteers so that the optimizer can accurately match team members based on their abilities."
Description

Provides a configurable matrix where administrators define, categorize, and rate volunteer skills and preferences. Integrates with volunteer profiles to ensure accurate skill representation and enables the optimizer to identify complementary strengths. This centralized skills repository supports dynamic updates and real-time data synchronization, enhancing team-building accuracy and reducing manual data management.

Acceptance Criteria
Configuring New Skill Categories
Given an administrator navigates to the Volunteer Skills Matrix settings When they add a new skill category with a unique name, description, and rating scale Then the category is created successfully, appears in the list of available skills, and can be assigned to volunteer profiles
Syncing Volunteer Skill Profiles
Given a volunteer updates their skill ratings in their profile When the profile is saved Then the changes are immediately reflected in the centralized skills matrix with accurate values for all administrators to view
Real-Time Skill Updates
Given an administrator modifies a skill’s attributes in the matrix (e.g., renames or changes rating scale) When the changes are saved Then all existing volunteer skill entries update in real-time without data discrepancy or delay
Generating Complementary Team Suggestions
Given the skills matrix is fully populated with volunteers’ current skills When the Team Composition Optimizer is executed Then it generates team suggestions within 5 seconds where each team’s combined skill variance falls within the predefined threshold for optimal balance
Editing Skill Ratings in Matrix
Given a skill rating entry is identified as incorrect When an administrator edits the rating directly in the skills matrix Then the updated rating persists across all related modules and triggers a notification to the affected volunteer
Team Matching Algorithm
"As a volunteer manager, I want the system to automatically form teams with complementary skills so that each group can work efficiently and effectively without conflicts."
Description

Implements a weighted matching engine that analyzes volunteer skill sets, experience levels, and availability to generate balanced teams. Leverages complementary ability pairings and conflict avoidance rules to optimize collaboration and mission effectiveness. Configurable parameters allow fine-tuning for project-specific goals, ensuring scalability across varied event types and team sizes.

Acceptance Criteria
Bulk Upload Team Match
Given an admin uploads a CSV file containing at least 50 volunteers with defined skill sets, experience levels, and availability for an upcoming event requiring 10 teams When the Team Matching Algorithm processes the uploaded data Then exactly 10 teams are generated And each team’s skills distribution variance does not exceed one skill-level gap And the standard deviation of experience levels across teams is ≤1 year And no volunteer is assigned outside their stated availability
Real-Time Availability Adjustment
Given an event is underway and a volunteer updates their availability through the dashboard When the Team Matching Algorithm recalculates team assignments in real time Then the updated volunteer’s assignment reflects their new availability within 30 seconds And no other team exceeds or falls below its target size by more than one member And the overall balance of skills and experience across all teams is maintained within defined thresholds
Conflict Detection Enforcement
Given two volunteers have a conflict flag in their profiles When the Team Matching Algorithm generates teams for an upcoming assignment Then the two flagged volunteers are not placed on the same team under any configuration And the algorithm logs a warning entry for each conflict avoidance action taken
Parameter Configuration Validation
Given an admin adjusts weighting parameters for skill complementarity to 70% and experience parity to 30% When the Team Matching Algorithm runs with the new configuration Then the resulting teams reflect a 70/30 distribution in prioritization between complementary skills and experience levels And the algorithm stores the configuration settings and outcome metrics for audit
Large-Scale Event Matching
Given an event requires formation of 50 teams from a pool of 500 volunteers When the Team Matching Algorithm executes the matching process Then all 500 volunteers are assigned into 50 teams without omissions And the full matching process completes within 2 minutes And each team meets the minimum criteria for balanced skills and experience variance
Team Assembly Dashboard
"As a nonprofit leader, I want to visualize and adjust recommended teams in a dashboard so that I can ensure each team is well-balanced before deployment."
Description

Offers an interactive interface where coordinators review, adjust, and approve suggested team compositions. Provides visualization of team skill distributions, role assignments, and availability conflicts. Supports drag-and-drop reassignments and real-time feedback on team balance, empowering users to finalize teams with confidence.

Acceptance Criteria
Initial Team Composition Review
Given the coordinator opens the Team Assembly Dashboard with suggested teams displayed, when the dashboard renders, then each team card shows volunteers with a visual skill distribution chart and role assignments accurately.
Availability Conflict Detection
Given volunteers have overlapping assignments, when the coordinator assigns a conflicting volunteer to a team, then the system highlights the conflict in red, displays a conflict details tooltip, and prevents final approval until resolved.
Skill Distribution Visualization
Given a team roster is displayed, when the coordinator makes any change to team members, then the skill distribution pie chart updates within one second to reflect the new composition percentages.
Drag-and-Drop Responsiveness
Given the coordinator drags a volunteer card from one team to another, when the drop action completes, then the UI snaps the card into place, updates the team balance meter, and persists the new assignment so that a page refresh retains the change.
Final Team Approval Workflow
Given the coordinator is satisfied with team compositions, when the coordinator clicks the “Approve Teams” button, then the system locks all team assignments, updates the team status to “Finalized”, and sends confirmation emails to all assigned volunteers within five minutes.
Skill Gap Analysis
"As an event organizer, I want to see where teams lack certain skills so that I can recruit volunteers or adjust assignments to fill those gaps."
Description

Generates reports highlighting missing skills within proposed teams and suggests alternate volunteer candidates to fill those gaps. Offers real-time identification of expertise shortfalls and prioritizes critical roles based on project requirements. Enables proactive recruitment and training interventions to strengthen overall team readiness.

Acceptance Criteria
Missing Skill Detection
Given a proposed team and a defined list of required project skills, When the Skill Gap Analysis is run, Then the system generates a report listing all skills from the required list that are not covered by any member of the proposed team.
Alternate Volunteer Suggestion
Given an identified skill gap in a proposed team, When the user requests candidate recommendations, Then the system suggests at least three volunteers possessing the missing skill, ranked by availability and past performance.
Critical Role Prioritization
Given a project roles list with priority labels, When generating the skill gap report, Then the system highlights gaps in roles labeled 'Critical' ahead of other gaps and orders recommendations accordingly.
Real-Time Skill Gap Update
Given any change to team composition or project requirements, When the Skill Gap Analysis module detects an update, Then the report refreshes and displays the new skill gap status within 5 seconds.
Proactive Recruitment Trigger
Given a skill gap that remains unfilled for more than 24 hours, When the threshold is reached, Then the system sends an automated recruitment alert to the project manager with suggested outreach templates.
Feedback-Driven Refinement
"As a program evaluator, I want to gather feedback on team performance so that the system can learn and improve future team compositions."
Description

Collects post-event volunteer and coordinator feedback on team performance, recording success metrics and collaboration scores. Feeds insights back into the matching algorithm to continuously improve pairing strategies. Provides analytics on matching effectiveness and allows for iterative tuning to boost future team outcomes.

Acceptance Criteria
Post-Event Feedback Submission by Coordinators
Given a coordinator has completed an event and is authenticated, when they navigate to the feedback interface, then they can enter and submit numeric performance and collaboration scores for each volunteer team, see a success notification within two seconds, and have all feedback records stored with timestamps and event identifiers in the database.
Volunteer Feedback Collection Interface
Given a volunteer is invited to provide feedback on their team’s performance, when they access the feedback form via email link, then they can rate team collaboration on a 1–5 scale, submit comments, and receive an on-screen confirmation and email receipt of submission.
Automated Data Integration into Matching Algorithm
Given new post-event feedback data exists for at least one completed event, when the daily feedback ingestion job runs, then the system automatically retrieves all unprocessed feedback, normalizes scores, updates the matching algorithm’s training dataset, and logs the ingestion results without errors.
Analytics Dashboard Visualization of Matching Effectiveness
Given feedback data has been ingested, when an administrator views the matching analytics dashboard, then they see updated charts showing average collaboration scores, match success rates, and comparison to previous periods, with ability to filter by date range and export data as CSV.
Iterative Tuning Configuration by Administrators
Given an administrator is on the algorithm settings page, when they adjust feedback weightings or pairing rules and save changes, then the system applies the new parameters to the next matching run, displays a preview of expected match improvements, and persists settings for future use.

ClipCuration

Automatically selects the most impactful footage from events—smiles, key moments, and branding—so organizers deliver professional-quality thank-you clips without manual editing, saving time and ensuring emotional resonance.

Requirements

SmartClip Detection
"As an event organizer, I want the system to automatically detect and extract the most impactful moments from raw footage so that I can create engaging thank-you clips without spending hours on manual editing."
Description

Automatically identify and extract key moments from event footage—such as smiles, applause, and significant interactions—using computer vision and machine learning techniques. This ensures that the most emotionally resonant and impactful clips are selected without manual review, enabling organizers to quickly generate professional-quality thank-you videos that engage supporters and showcase event highlights.

Acceptance Criteria
Smile Recognition Scenario
Given event footage with human faces at 30fps and 1080p resolution, when SmartClip Detection processes the video, then smiles are detected in at least 95% of occurrences with false positives not exceeding 5%.
Applause Detection Scenario
Given event audio tracks with background noise up to 60dB, when SmartClip Detection analyzes the audio, then applause segments are identified with at least 90% precision and recall and corresponding timestamps are recorded.
Significant Interaction Scenario
Given footage of speakers engaging with participants, when the system analyzes body gestures and proximity, then interactions lasting at least 2 seconds are extracted with timestamps accurate to within ±1 second.
Low-Light Footage Scenario
Given video segments with luminance levels down to 30 lux, when processed by SmartClip Detection, then key moments (smiles, applause) are detected with no more than a 15% decrease in accuracy compared to standard lighting conditions.
Branding Visibility Scenario
Given event footage containing sponsor logos or banners, when analyzing frames, then at least 80% of visible branding elements are correctly identified and included in the extracted clips.
Automated Compilation Workflow
"As a small nonprofit leader, I want the system to automatically compile and format selected clips into a polished video so that I can quickly share thank-you messages with supporters across social media and email."
Description

Orchestrate the end-to-end process of merging selected clips into a cohesive video sequence, applying transitions, and exporting in multiple formats. This streamlines production, minimizes manual configuration, and ensures consistent output quality across different platforms and devices.

Acceptance Criteria
User triggers automated compilation
Given the user has selected clips for compilation When the user clicks the “Compile Video” button Then the system initiates the compilation workflow without manual intervention And a progress indicator displays real-time status updates
System applies default transitions
Given the compilation workflow is processing selected clips When the system merges consecutive clips Then default transition effects (fade, cut, slide) are applied between each clip according to predefined settings And transitions render smoothly without visual artifacts
Video exports in required formats
Given the compilation process completes successfully When the system exports the final video Then the system generates files in MP4, MOV, and WebM formats And each file plays back correctly on desktop and mobile devices
High-resolution clip handling
Given the user includes 4K and 1080p clips in the compilation When the system processes and merges these clips Then the compilation completes within 5 minutes for up to 10 minutes of footage And output resolution matches the highest input resolution without downscaling
Workflow completion notification
Given the compilation workflow finishes processing When the system logs the completion event Then the user receives an email and in-app notification containing a download link And the system records workflow duration and status in the activity log
Emotion Recognition
"As a communications coordinator, I want the system to pinpoint moments with the highest emotional impact so that our thank-you videos feel more heartfelt and authentic to donors and volunteers."
Description

Analyze facial expressions and audio cues within footage to gauge emotional intensity and prioritize clips that elicit the strongest positive responses. By focusing on moments of genuine enthusiasm and gratitude, this feature amplifies emotional resonance in thank-you videos.

Acceptance Criteria
Post-Event Video Processing
Given a complete event recording uploaded by the user, when the system processes the footage, then it must identify and extract the top 5 clips with the highest positive emotion intensity scores and present them in descending order of score.
Real-Time Clip Selection Preview
Given that emotion recognition analysis is complete, when the user clicks on any suggested clip, then the system must display the exact timestamp, emotion intensity score (≥ 0.8), and play the clip without delay.
High-Intensity Emotion Extraction
Given a set of event recordings with visible smiles and laughter, when the system analyzes facial expressions, then it must detect smiles and laughter with at least 90% precision compared to a human-labeled benchmark.
Silent Footage Emotion Detection
Given footage with no audio track, when the system processes the video, then it must assign an emotion intensity score based solely on facial expression analysis with a minimum confidence level of 0.75.
Audio-Only Emotion Prioritization
Given audio-only recordings of thank-you messages, when the system analyzes vocal tone and pitch variations, then it must generate an emotion intensity score and correctly rank these segments among video clips in the top 10% most emotionally resonant.
Brand Overlay Integration
"As a marketing manager, I want the system to automatically add our nonprofit’s logo and color-themed overlays to video clips so that all thank-you messages maintain consistent branding."
Description

Seamlessly apply organization-branded overlays, lower-thirds, and watermarks to selected clips, ensuring visual consistency and reinforcing brand identity in every thank-you video. This integration supports customizable templates and real-time preview functionality.

Acceptance Criteria
Default Overlay Application
Given a user selects the default brand overlay template for a chosen clip When they apply and export the clip Then the exported video includes the overlay positioned at the top-left corner with default opacity and correct scaling
Custom Overlay Upload
Given a user uploads a custom PNG overlay asset within the maximum dimensions of 1920x1080 and under 2MB When they save the settings Then the system stores the asset, displays it in the asset library, and applies it to the clip preview without errors
Real-Time Overlay Preview
Given a user has selected or uploaded an overlay and adjusted placement or opacity settings When they click the preview button Then the video player displays the overlay in real-time at the correct position, size, and opacity matching the export output
Dynamic Lower-Thirds Text Customization
Given a user enters organization-specific text into the lower-thirds fields and selects font, size, and color options When they apply the lower-thirds Then the text renders correctly on the clip preview using the chosen font properties and remains readable against the video background
Watermark Position and Opacity Adjustment
Given a user adjusts the watermark’s position via drag-and-drop and sets opacity via slider When they confirm the adjustments Then the watermark updates on the preview and final export exactly as positioned and with the selected transparency level
Clip Quality Scoring
"As a volunteer coordinator, I want the system to rate clip quality automatically so that I can trust the best footage is chosen while still having the option to fine-tune selections."
Description

Assign a quality score to each detected clip based on factors such as resolution, stability, audio clarity, and emotional content. Present scores to users for quick review and optional manual adjustment, prioritizing high-quality footage in the compilation process.

Acceptance Criteria
High-Resolution Clip Scoring
Given a clip with resolution of at least 1080p, when analyzed by the system, then it is assigned a resolution quality score of 8 or higher.
Clip Stability Assessment
Given a clip with stabilization metrics indicating motion jitter below the predefined threshold, when evaluated, then it receives a stability score of 7 or higher.
Audio Clarity Evaluation
Given a clip whose audio track has a signal-to-noise ratio of at least 30dB, when processed by the audio analysis module, then the clip is assigned an audio clarity score of 8 or higher.
Emotional Content Detection
Given a clip where the facial recognition algorithm detects smiles in at least 20% of frames, when scored, then it is assigned an emotional content score of 7 or higher.
Manual Score Adjustment Availability
Given computed quality scores for clips, when a user opens the clip review interface, then each score is displayed with editable fields and any user adjustments are saved and reflected in the final compilation.
Priority Sorting of High-Quality Clips
Given a set of clips with assigned quality scores, when generating the compilation sequence, then clips with scores above the user-defined threshold are listed first in descending order of their scores.

VoiceSpark

Generates personalized voice-over messages using donor data (name, past contributions, favorite causes), creating a warm, humanized thank-you narrative that deepens emotional connections and boosts retention.

Requirements

Data Aggregation & Mapping
"As a nonprofit admin, I want the system to automatically gather and update donor information so that personalized voice messages reflect the latest donor data without manual intervention."
Description

Automatically collect and map donor attributes (name, donation history, preferred causes) from the GiveSpark database and integrated CRMs, ensuring accurate, real-time data for personalization. Maintain data privacy, handle synchronization conflicts, and validate data integrity to support reliable voice message generation.

Acceptance Criteria
Initial Data Collection from GiveSpark Database
Given the aggregation process is initiated When the system connects to the GiveSpark database Then it retrieves all donor records including name, donation history, and preferred causes without errors or omissions.
Real-Time Update Synchronization
Given a donor record is updated in either the GiveSpark database or connected CRM When the update occurs Then the system synchronizes the change across both systems within 60 seconds ensuring consistency.
CRM Integration Conflict Resolution
Given conflicting updates from multiple sources When synchronization runs Then the system applies the most recent update based on timestamp and logs the conflict resolution.
Data Privacy Compliance Check
Given donor personal data is aggregated When processing data Then the system encrypts all sensitive fields (e.g., name, donation amounts) using AES-256 encryption and verifies user consent according to GDPR requirements.
Data Integrity Verification
Given aggregated data is ready for voice message generation When validation is performed Then 100% of aggregated fields exactly match the source data and any discrepancies are logged and flagged for review.
Personalization Logic Engine
"As a nonprofit admin, I want to define personalization rules so that each voice message accurately reflects the donor’s engagement and preferences."
Description

Implement a customizable logic engine that selects and prioritizes donor details—such as recent donation amount, frequency, and favored causes—to dynamically assemble thank-you scripts using predefined templates and conditional rules, ensuring each voice message is contextually relevant and emotionally resonant.

Acceptance Criteria
High-Value Recent Donor Message
Given a donor whose last gift is ≥ $1,000, When generating the voice script, Then the logic engine selects the 'ThankYou_HighValue' template and populates donor name, exact donation amount, and top supported cause.
Frequent Small Donor Appreciation
Given a donor with ≥5 donations under $100 in the last 30 days, When assembling the message, Then the engine chooses the 'FrequentSupporter' template, mentions the total donation count, and omits specific amounts.
New Donor Welcome
Given a first-time donor, When creating the thank-you voice message, Then the engine uses the 'NewDonor' template, addresses the donor by name, references their selected cause, and includes a call to action for future engagement.
Cause-Specific Thank You
Given a donor whose favorite cause is 'Education Initiatives', When personalizing the message, Then the engine selects the 'CauseSpecific' template and inserts the cause name, a relevant impact statistic, and the donor’s name.
Lapsed Donor Re-engagement
Given a donor with no gifts in the past 12 months, When generating the voice script, Then the engine applies the 'ReEngagement' template, acknowledges prior support by name, references the date of last donation, and invites re-engagement.
Text-to-Speech API Integration
"As a donor, I want the voice message to sound natural and emotionally engaging so that I feel genuinely appreciated."
Description

Integrate with a high-fidelity text-to-speech API that supports multiple voices and languages, managing authentication, rate limits, error handling, and fallback options. Ensure the output is natural, expressive, and meets accessibility standards for diverse audiences.

Acceptance Criteria
API Authentication and Token Management
Given valid service credentials, when the system requests an access token, then a token is received within 2 seconds and stored securely; Given an expired token, when a new request is made, then the system automatically refreshes the token and retries the request successfully.
Voice Selection and Language Support
Given a donor’s preferred language and voice profile, when generating a message, then the API returns audio in the correct language and selected voice within 3 seconds, and the system plays the audio without distortion.
Speech Output Naturalness and Expressiveness
Given a sample thank-you text, when the API synthesizes speech, then the output audio scores at least 85% on a naturalness rating scale in user testing and includes appropriate intonation and pauses.
Error Handling and Fallback Mechanisms
Given an API error response (4xx or 5xx), when the system detects the failure, then it retries up to two times with exponential backoff; if still failing, then it uses a built-in fallback voice engine and logs an alert.
Rate Limiting and Retry Logic
Given the API rate limit is reached, when additional requests are made, then the system queues them and automatically resumes sending once the limit resets without losing requests.
Accessibility Compliance of Audio Output
Given an audio file is generated, when checked against WCAG 2.1 guidelines, then the file includes proper metadata, clear pronunciation, and a transcript is available in the dashboard.
Voice Preview & Approval Interface
"As a nonprofit admin, I want to review and edit voice messages before distribution so that I can ensure accuracy and quality."
Description

Provide an intuitive UI where nonprofit staff can preview generated voice messages, adjust script content or voice parameters (tone, speed), and approve messages before sending. Include playback controls, version history, and comment functionality for collaborative review.

Acceptance Criteria
Voice Message Preview Access
Given a staff member is on the VoiceSpark dashboard and selects a generated message, When they click the play button, Then the system plays the preview seamlessly with the default voice tone and speed without errors.
Script and Parameter Editing
Given a previewed message is displayed, When the staff edits the script text or adjusts voice parameters (tone, speed) and saves changes, Then the updated voice message reflects those edits accurately upon replay.
Approval Workflow
Given a finalized message draft, When the staff clicks the “Approve” button, Then the message status updates to “Approved” and it appears in the approved queue for scheduled sending.
Version History Tracking
Given a message has multiple saved versions, When the staff opens the version history panel, Then they see a list of versions with timestamps, editor names, and can view or revert to any previous version.
Collaborative Commenting
Given a message under review, When a staff member adds a comment on a specific version, Then the comment is saved with the commenter’s name and timestamp and displayed in a threaded view linked to that version.
Automated Multi-Channel Delivery
"As a nonprofit admin, I want to automate sending voice messages through preferred channels so that supporters receive timely thank-yous without manual effort."
Description

Develop a delivery module to schedule and send voice messages via email, SMS (with voice link), and automated phone calls. Support scheduling options, retry logic for failed deliveries, and real-time status tracking with logs and notifications for administrators.

Acceptance Criteria
Scheduling a one-time email voice message
Given an administrator schedules a single email delivery with a personalized voice message for a donor, When the scheduled time is reached, Then the system sends the email with the voice attachment or streaming link, and logs the delivery status as "Sent".
Configuring a recurring SMS voice-link campaign
Given an administrator sets up a recurring SMS campaign with personalized voice links and defines the recurrence pattern, When each scheduled send time arrives, Then the system sends SMS messages containing valid voice links to each recipient and logs each attempt.
Automated phone call delivery with retry logic
Given an administrator schedules an automated phone call containing a personalized voice message, When the system initiates the call at the scheduled time, Then it plays the correct message on answer, marks the status as "Completed" upon success, and if unanswered or failed, retries up to 3 times at 15-minute intervals before marking "Failed".
Real-time multi-channel delivery status tracking
When any delivery (email, SMS, or phone call) is attempted, Then the system records the timestamp, channel, recipient details, delivery status, and any error codes, and displays these logs in real-time on the administrator dashboard.
Administrator notifications for final delivery failures
Given the system exhausts all retry attempts for a failed delivery via any channel, When the final failure is recorded, Then the system sends an immediate notification email to administrators and raises a dashboard alert within 5 minutes.
Engagement Analytics & Reporting
"As a nonprofit director, I want to see analytics on voice message engagement so that I can measure the impact on donor retention."
Description

Build interactive dashboards to monitor delivery success, open/listen rates, and downstream engagement metrics such as repeat donations or volunteer sign-ups. Provide trend analysis, segmentation filters, and exportable reports to measure the impact of voice campaigns on donor retention.

Acceptance Criteria
Dashboard Data Load
Given the user navigates to the Engagement Analytics dashboard, when the page loads completely, then the dashboard displays delivery success, open rate, listen rate, repeat donations, and volunteer sign-ups metrics within 3 seconds.
Open and Listen Rate Visualization
Given voice campaign data exists, when the user selects a specific campaign, then the dashboard shows a line chart with daily open and listen rates, with tooltips displaying exact percentages for each data point.
Segmentation Filter Application
When the user applies filters by date range, donor age group, or cause category, then the dashboard updates in real time to show metrics only for the selected segments without page reload.
Trend Analysis Over Time
Given multiple voice campaigns over the last 12 months, when the user views the trend analysis tab, then the system displays a monthly comparison chart highlighting percentage change in retention metrics with a trend line.
Exportable Report Generation
Given the user configures a report with selected metrics and filters, when the user clicks 'Export CSV' or 'Export PDF', then the system generates and downloads a file matching the on-screen data within 5 seconds.

MomentMixer

Combines multiple event highlights into a cohesive mini-story, allowing nonprofits to showcase volunteers, donors, and outcomes in one dynamic clip—enhancing storytelling impact and encouraging ongoing support.

Requirements

Video Clip Import
"As a nonprofit coordinator, I want to import event video highlights from various sources so that I can include them in a cohesive mini-story."
Description

Allow users to import video clips from local files, cloud storage services, and direct URLs, supporting popular formats (MP4, MOV, AVI). Users can preview imported clips and select desired segments for inclusion in the mini-story.

Acceptance Criteria
Local File Upload
Given the user is on the Video Clip Import screen and selects a local video file in MP4, MOV, or AVI format, when the user clicks 'Import', then the system uploads the file successfully and displays it in the preview area
Cloud Storage Import
Given the user has linked a cloud storage account (e.g., Google Drive, Dropbox), when the user navigates to the cloud storage section and selects a video file, then the system imports the selected file and displays it in the preview area
Direct URL Video Import
Given the user pastes a direct URL to a supported video file and clicks 'Import', when the system validates the URL, then the video is fetched and displayed in the preview area
Supported Format Validation
When the user attempts to import a video file in an unsupported format, then the system displays an error message indicating unsupported file format and prevents the import
Clip Preview and Segment Selection
Given a video is loaded in the preview area, when the user selects start and end points using the segment selector and clicks 'Apply', then the system saves the selected segment and plays only that segment in the preview
Automatic Clip Trim Recommendations
"As a novice user, I want the system to recommend the best moments to highlight so that I save time and retain the most compelling footage."
Description

Analyze imported videos to automatically suggest optimal clip segments based on motion metrics, audio peaks, and detected key activities. Provide users with recommended start and end points to streamline the trimming process and ensure impactful highlights.

Acceptance Criteria
Video Import for Single Clip Recommendation
Given a user uploads a video longer than 60 seconds, When the system completes analysis, Then at least two recommended start and end time pairs are displayed with motion and audio peak indicators and confidence scores.
Batch Video Analysis Queue
Given a user uploads multiple videos at once, When processing begins, Then each video is queued, an estimated time to completion is shown, and the user receives a notification when recommendations are ready.
User Acceptance of Recommended Clip
Given recommendations are displayed in the trimming interface, When a user selects a recommendation, Then the selected clip is loaded into the editor for preview and further adjustments.
Custom Sensitivity Threshold Override
Given a user adjusts the motion or audio sensitivity slider, When recommendations are generated, Then the suggested clip segments reflect the custom threshold settings.
Activity Detection Highlight Integration
Given the system detects key activities (e.g., speaking, group interaction), When generating recommendations, Then clips include segments where detected activities occur and label them in the recommendation list.
Unsupported Format Error Handling
Given a user uploads a video in an unsupported format, When analysis is attempted, Then the system displays a clear error message identifying supported formats and preventing further processing.
Timeline Editor Interface
"As a content creator, I want an intuitive timeline editor so that I can quickly arrange clips into a coherent narrative."
Description

Provide an intuitive drag-and-drop timeline editor enabling users to sequence clips, adjust individual clip durations, add transitions, and preview the assembled mini-story in real time. Include zooming, snapping, and undo/redo capabilities for precise editing.

Acceptance Criteria
Sequencing Clips on Timeline
Given a user selects a clip from the media library, when the user drags and drops the clip onto the timeline, then the clip is inserted at the drop position and the timeline order is updated accordingly.
Adjusting Individual Clip Durations
Given a clip is placed on the timeline, when the user clicks and drags the clip’s edge, then the duration indicator updates in real time and the clip’s length changes accordingly without affecting other clips.
Adding Transitions Between Clips
Given two adjacent clips on the timeline, when the user selects a transition type and applies it between them, then a transition marker appears, and previewing shows the transition effect seamlessly between the clips.
Using Zoom and Snap Features
Given the timeline contains multiple clips, when the user uses zoom controls or keyboard shortcuts, then the timeline scale adjusts; and when dragging clips near grid lines, clips snap to nearest frame boundaries.
Undo and Redo Editing Actions
Given the user performs an edit action (add, remove, move, or adjust duration of a clip), when the user clicks undo, then the last action is reverted; and when the user clicks redo, then the reverted action is reapplied.
Real-Time Preview of Assembled Mini-Story
Given the user has arranged clips and transitions on the timeline, when the user clicks the preview button, then the mini-story plays in a preview window in real time with smooth playback and audio synchronization.
Custom Branding and Overlay Templates
"As a nonprofit marketer, I want to brand my mini-story with logos and captions so that it aligns with our organization's identity and drives supporter engagement."
Description

Offer a library of customizable overlay templates and branding options, including logo placement, color themes, lower-thirds, and call-to-action text. Allow users to apply and preview overlays to maintain consistent organization identity in every mini-story.

Acceptance Criteria
Applying Default Overlay Template
Given the user selects an overlay template from the library When the user applies the template to a mini-story Then the overlay displays the organization’s logo in the selected position, the chosen color theme, the specified lower-third details, and the call-to-action text formatted correctly
Previewing Custom Branding in Editor
Given the user has configured custom branding settings When the user previews the mini-story in the editor Then the preview accurately reflects the logo placement, color theme, lower-thirds, and call-to-action text as they will appear in the final output
Saving and Loading Custom Templates
Given the user has created a custom overlay template When the user saves the template to their library Then the template appears in the library with correct preview, and selecting it applies all saved branding settings without loss of configuration
Updating Call-to-Action Text
Given the user edits the call-to-action text within a template When the user saves the changes Then the updated text is displayed in the overlay with correct font, size, color, and position in both preview and final clip
Consistent Branding Across Multiple Clips
Given the user applies the same template to multiple mini-stories When each story is exported Then every exported clip maintains identical logo placement, color theme, lower-thirds, and call-to-action text without deviation
Export and Share Options
"As a social media manager, I want to export the video in various formats and share it directly to our channels so that we can rapidly distribute our story to supporters."
Description

Enable exporting the final mini-story in multiple resolutions (720p, 1080p, 4K) and formats (MP4, MOV), with direct integration for sharing to social media platforms (Facebook, Twitter, Instagram) and email campaigns. Provide embed code for website integration.

Acceptance Criteria
Resolution and Format Selection
Given a completed mini-story, When the user opens the export dialog, Then the user can select resolution options 720p, 1080p, and 4K, and format options MP4 and MOV, and the system applies the selected resolution and format to the exported file.
Direct Social Media Sharing
Given a mini-story ready for sharing, When the user clicks the share button and selects Facebook, Twitter, or Instagram, Then the system authenticates the user, uploads the file in the chosen resolution and format, and displays confirmation of successful posting within 30 seconds.
Email Campaign Export
Given the user is composing an email campaign, When the user selects the mini-story export option, Then the system attaches the mini-story in the chosen format and resolution or inserts a preview link, and the email builder displays the embedded video preview.
Embed Code Generation
Given a finalized mini-story, When the user clicks 'Generate Embed Code,' Then the system provides a responsive HTML iframe snippet with correct source URL and allows copy-to-clipboard functionality.
Export File Download
Given the user has configured export settings, When the user clicks the download button, Then the file downloads to the user's device in the selected resolution and format and plays successfully on standard media players.

FlashShare

Enables one-click publishing of thank-you videos to email, SMS, or social media platforms—with branded templates and auto-generated captions—streamlining outreach and amplifying community engagement.

Requirements

Branded Template Library
"As a nonprofit communications manager, I want access to a library of branded video templates so that I can create on-brand thank-you videos without needing design expertise."
Description

Develop a centralized library of customizable video templates that align with the nonprofit’s branding guidelines, enabling users to easily select, preview, and apply pre-designed layouts, color schemes, logos, and typography. The system should support template versioning, real-time updates, and responsive design to ensure videos render correctly across email clients, SMS previews, and social media feeds. Integrate the template library within the FlashShare workflow so users can quickly personalize thank-you videos, reducing design friction and maintaining brand consistency.

Acceptance Criteria
Template Selection and Preview
Given the user navigates to the Branded Template Library within FlashShare and views available templates, when the user selects a template then a full-size preview with placeholder video frames and branding elements displays within 2 seconds.
Template Customization with Branding Elements
Given a selected template and the organization’s branding guidelines loaded in user settings, when the user uploads a logo, selects primary and secondary colors, and chooses typography, then the template updates in real time to reflect these changes without layout distortion.
Template Versioning and Rollback
Given a template that has multiple saved versions, when the user views the version history and selects a previous version, then the template reverts to the chosen version exactly, including all branding customizations and layout settings.
Responsive Design Rendering Across Platforms
Given a customized template ready for publishing, when exporting previews for email, SMS, and social media, then each preview displays correctly in its intended format (desktop email client, mobile SMS preview, and social media feed) without cropping or misalignment.
Real-Time Template Updates in Workflow
Given that a new template has been added or an existing template updated by an admin, when a user initiates FlashShare to create a thank-you video, then the updated or new template appears immediately in the Branded Template Library without requiring a page refresh.
Auto-Generated Captions
"As a campaign coordinator, I want automatically generated captions for my thank-you videos so that viewers can understand the message even with sound off."
Description

Implement an AI-powered captioning service that analyzes video audio tracks to produce accurate, time-synced captions in the user’s preferred language. Allow users to review, edit, and style the captions (font, size, color) directly in the interface. Ensure caption files are embedded into the video export and available as separate SRT/ VTT downloads. This feature enhances accessibility, improves viewer engagement, and broadens reach on silent autoplay platforms.

Acceptance Criteria
Preferred Language Caption Generation
Given a user uploads a video with English audio and selects Spanish as the preferred language, when the AI captioning service processes the video, then it generates time-synced Spanish captions with at least 95% accuracy as measured against a human transcript sample.
Caption Editing and Styling
Given auto-generated captions are displayed in the caption editor, when the user modifies the text, changes the font to Arial 14pt, and sets the color to #FFFFFF, then the onscreen preview updates in real time and retains these settings upon saving.
Caption Embedding and Download
Given the user has finalized captions, when exporting the video, then the captions are embedded into the video file and separate SRT and VTT files are available for download, with filenames matching the video title and correct timestamp formatting.
User Review Workflow
Given auto-generated captions are ready, when the user clicks 'Review Captions', then the interface highlights speaker changes, flags low-confidence segments, and allows in-line editing before final approval.
Error Handling for Unsupported Languages
Given a user selects a language not supported by the captioning service, when they initiate caption generation, then the system displays a clear error message listing supported languages and prevents generation until a valid language is chosen.
Multi-Channel Distribution
"As a volunteer coordinator, I want to send thank-you videos across email, SMS, and social media in one step so that I can engage supporters wherever they are."
Description

Provide seamless integration with email, SMS, and major social media platforms (Facebook, Twitter, Instagram, LinkedIn) through standardized connectors and APIs. Users should be able to select target channels, preview the message format for each platform, and configure channel-specific settings like message length, link tracking parameters, and posting permissions. This consolidated distribution hub simplifies outreach, ensuring videos reach supporters via their preferred communication channels.

Acceptance Criteria
Channel Selection and Format Preview
Given a user has uploaded a video to the distribution hub When the user selects email, SMS, Facebook, Twitter, Instagram, and LinkedIn Then the system displays a platform-specific preview for each channel showing video thumbnail, caption, and formatting rules
Channel-Specific Settings Configuration
Given a user is configuring distribution settings When the user defines message length limits, link tracking parameters, and posting permissions for a selected channel Then the system validates input against the channel’s API constraints and saves the settings successfully
Multi-Channel Publishing Execution
Given a user has finalized channel selections and previews When the user clicks the Publish button Then the system dispatches the video to all selected channels via standardized connectors and returns individual success or failure responses within 30 seconds
Content Validation and Error Handling
Given a user tries to post a video exceeding a channel’s content limits (e.g., Instagram’s 60-second max) When the user selects that channel Then the system prevents publishing to that channel and displays a clear error message with guidance for resolution
Distribution Metrics Reporting
Given a user has published a video to multiple channels When the distribution completes Then the dashboard updates and displays delivered counts, engagement metrics (e.g., click-through rates), and any channel-specific errors in real time
One-Click Publish Workflow
"As a nonprofit director, I want to publish my thank-you video with one click so that I can quickly acknowledge supporters without navigating complex workflows."
Description

Design an intuitive, single-action workflow that bundles video finalization, channel selection, and publishing settings into a streamlined process. Upon template and caption confirmation, users click a single “Publish” button that triggers background tasks: video encoding, channel authentication, and dispatch. Provide real-time status indicators (queued, processing, sent) and error alerts. This reduces manual steps, accelerates outreach, and minimizes training requirements.

Acceptance Criteria
One-Click Publish Initiation
Given the user has confirmed template and captions on the FlashShare interface, When the user clicks "Publish", Then the system enqueues the encoding job, initiates channel dispatch, and displays a confirmation toast within 2 seconds.
Real-Time Publish Status Updates
Given a publish job is in progress, When the job transitions between stages, Then the dashboard status indicator updates to "Queued", "Processing", and "Sent" within 5 seconds of each status change.
Publish Error Alert Display
Given the publish process encounters an error, When encoding or dispatch fails, Then an error alert is displayed naming the failed step and providing a retry button.
Authentication Redirection Handling
Given the user has not authenticated the selected channel, When the user clicks "Publish", Then the system redirects to the channel authentication flow and automatically resumes the publish process upon successful authentication.
Publish Confirmation Control
Given the user updates the template or caption after initial confirmation, Then the "Publish" button is disabled until the user reconfirms the changes via the confirmation prompt.
Publishing Analytics & Feedback
"As a nonprofit executive, I want to view engagement metrics for my thank-you videos so that I can understand supporter response and improve future campaigns."
Description

Embed tracking mechanisms to capture open rates, play counts, click-through rates, and social engagements for each shared video. Present these metrics in an interactive dashboard with filter options by campaign, date range, and channel. Offer automated notifications on key milestones (e.g., 1000 views) and actionable insights (best-performing templates or channels). This empowers teams to measure impact, optimize outreach strategies, and demonstrate ROI.

Acceptance Criteria
Tracking Video Engagement Metrics
Given a shared video using FlashShare, when a recipient opens the message or plays the video, then open rates, play counts, click-through rates, and social engagements are recorded accurately and timestamped for that video.
Filtering Analytics by Campaign and Date Range
Given the interactive analytics dashboard, when the user selects a specific campaign and date range, then only metrics corresponding to that campaign and date range are displayed and charts update within 2 seconds.
Channel-Specific Performance Insights
Given multiple distribution channels (email, SMS, social media), when the user filters by channel, then the dashboard presents metrics segregated by the selected channel and highlights the highest and lowest performing channels.
Automated Milestone Notifications
Given a published video reaches a predefined milestone (e.g., 1000 views), when the milestone threshold is met, then the system sends an automated notification to designated team members within 5 minutes.
Actionable Template Performance Recommendations
Given the dashboard has collected performance data for at least 100 shared videos, when the system analyzes template metrics, then it generates a recommendation report listing the top 3 best-performing templates and suggested optimal channels based on historical engagement.

ImpactTimeline

Visualizes a donor’s journey through a short timeline montage—highlighting past contributions, milestones, and event highlights—reinforcing donor impact and motivating future gifts.

Requirements

Data Aggregation Service
"As a nonprofit admin, I want aggregated donor and engagement data centralized in one service so that I can generate accurate, real-time donor journey timelines without manual effort."
Description

Develop an ETL pipeline that automatically collects, normalizes, and processes donor contributions, volunteer activities, and event participation data from various databases and external integrations in real time. This service ensures the ImpactTimeline has accurate, up-to-date information, reduces manual data reconciliation, and supports scalable growth as new data sources are added.

Acceptance Criteria
Real-Time Data Ingestion
Given new donor and volunteer records arrive from external sources, when the ETL pipeline runs, then all new records are ingested into the staging area within 2 minutes of arrival with zero data loss.
Data Normalization Accuracy
Given raw data from multiple schemas, when processed by the pipeline, then all output records match the unified data model with 100% correct field mappings as defined in the data spec.
New Integration Onboarding
Given a new data source is registered and API credentials provided, when the ETL configuration is updated, then data from the new source is ingested and processed without requiring additional code changes.
Error Handling and Alerting
Given an ingestion or processing failure, when an error occurs, then the system automatically retries up to three times, logs detailed error information, and triggers an alert to the operations team within 5 minutes.
Scalability Under Peak Load
Given a peak influx of up to 10,000 events per minute, when the pipeline processes incoming data, then end-to-end processing latency remains under 1 minute and no records are dropped.
Timeline Visualization Component
"As a donor, I want to see my contribution history in a visual timeline so that I can easily understand my impact over time."
Description

Create a responsive, scrollable UI component that renders a donor’s journey as a horizontal timeline montage, displaying key events, donation milestones, and volunteer highlights with date labels and visual markers. The component must integrate with the front-end framework, support dynamic data binding, and adapt to various screen sizes to ensure an intuitive user experience.

Acceptance Criteria
Desktop Timeline Rendering
Given a user accesses the ImpactTimeline on a desktop browser When the component loads Then the horizontal timeline spans the available width, events are evenly spaced, date labels are legible at 16px font size, and visual markers display the correct icons
Mobile Timeline Rendering
Given a user accesses the ImpactTimeline on a mobile device When the component loads Then the timeline snaps to the viewport width, touch gestures (swipe) enable horizontal scrolling, event markers remain tappable, and date labels truncate with ellipsis if necessary
Dynamic Data Binding
Given valid donor journey data with at least five events When the data is bound to the component Then all events render in chronological order with correct dates, milestone descriptions, and corresponding visual markers without missing or duplicated entries
Responsive Behavior Across Breakpoints
Given screen widths of 320px, 768px, and 1440px When the viewport is resized Then the timeline adjusts item widths and spacing appropriately for each breakpoint without overlap or horizontal scrollbars appearing unnecessarily
Horizontal Scrolling Interaction
Given more timeline events than fit on-screen When the user scrolls or swipes horizontally Then scrolling is smooth with momentum, navigation arrows appear at the left or right edge to indicate additional content, and focus remains on the visible event
Loading and Error States
Given slow network or failed data fetch When the component initiates data retrieval Then a skeleton loader placeholder displays for timeline items And if fetching fails, an error message and retry button appear
Milestone Detail Popovers
"As a donor, I want to click on a milestone to view detailed context and media so that I feel more connected to my past contributions."
Description

Implement interactive popovers that appear when users click on a timeline milestone, showing detailed information such as donation amounts, event photos, volunteer hours, and personalized thank-you messages. Ensure the popovers load asynchronously for performance and include links to related content or receipts.

Acceptance Criteria
Clicking a Donation Milestone
Given the user clicks on a donation milestone on the timeline, When the milestone is in view, Then a popover appears within 500ms displaying donation amount, date, and personalized thank-you message.
Loading Event Photos in Popover
Given the milestone includes event photos, When the popover is displayed, Then all associated images load asynchronously and can be clicked for enlargement.
Displaying Volunteer Hours
Given the milestone represents volunteer activity, When the popover opens, Then the total volunteer hours are accurately displayed with correct unit labels.
Navigating to Related Content and Receipts
Given related content or receipts are linked to the milestone, When links in the popover are clicked, Then the correct resource opens in a new browser tab.
Popover Behavior on Slow Networks
Given network latency exceeds 2 seconds, When the user clicks on a milestone, Then a loading indicator is shown and the popover content fully renders within 3 seconds.
Closing Popovers via User Actions
Given the popover is open, When the user clicks outside the popover area or presses the ESC key, Then the popover closes immediately without delay.
Responsive Popover Rendering
Given different screen sizes (mobile, tablet, desktop), When the popover is triggered, Then it adjusts its size and position to remain fully visible and accessible.
Personalized Messaging Integration
"As a nonprofit admin, I want the timeline to display personalized thank-you messages so that donors feel recognized and valued for their contributions."
Description

Integrate the existing messaging system with the ImpactTimeline to display personalized thank-you notes and messages from nonprofit staff next to relevant milestones. This integration should pull template variables, merge donor-specific data, and render the messages in-line, boosting donor appreciation and retention.

Acceptance Criteria
Display Thank-You Note for Recent Donation
Given a donor with a recent donation milestone, when the ImpactTimeline loads, then the personalized thank-you note appears inline next to the donation milestone, displaying the donor's first name, donation date in MMM DD, YYYY format, and gift amount in currency format.
Highlight Milestone Message Integration
Given a milestone labeled 'One Year Anniversary', when a staff message template with anniversary variable is merged, then the message appears under the milestone with correct years count and staff signature.
Render Personalized Message in Mobile View
Given a mobile device viewport under 480px width, when the timeline renders, then personalized messages are responsively displayed inline, text wraps properly, and no horizontal scrolling is needed.
Fallback for Missing Donor Data
Given a message template requiring donor nickname not available in donor record, when rendering the timeline, then the system substitutes nickname with donor's last name and logs a warning without breaking the UI.
Real-Time Update after Message Template Change
Given a staff member updates a template variable or message content, when the page is refreshed, then the timeline displays the updated message content next to the appropriate milestone without stale data.
Timeline Export and Share
"As a donor, I want to share my impact timeline with my network so that I can inspire others to support the cause."
Description

Enable donors to export their ImpactTimeline as a downloadable PDF or share a unique, read-only link via email and social media. The export should preserve the visual layout and include event details, allowing donors to showcase their impact and encourage peer giving.

Acceptance Criteria
Donor Exports ImpactTimeline to PDF
Given the donor is on their ImpactTimeline page When they select 'Export to PDF' Then a PDF file downloads named 'ImpactTimeline_{donorName}_{date}.pdf' and includes all timeline segments with correct layout.
Donor Shares ImpactTimeline Link via Email
Given the donor opts to share via email and enters a valid email address When they click 'Send Email' Then the system sends an email to the address containing the unique, read-only link and shows a confirmation notification to the donor.
Donor Shares ImpactTimeline Link on Social Media
Given the donor clicks on 'Share on Social Media' and selects a platform When they confirm the share Then a post is generated with the link and a preview displaying the timeline thumbnail and key impact statistics.
Recipient Accesses Shared Timeline via Link
Given a recipient receives the shared link When they open the link in their browser Then the ImpactTimeline displays in read-only mode within 3 seconds, with no edit options and all timeline events and visuals loading correctly.
PDF Maintains Visual Layout and Event Details
Given the donor exports the timeline to PDF When viewing the downloaded PDF Then all graphical elements (charts, images) match the web layout within a 5% scale variance, text remains legible, and all event dates, descriptions, and milestone icons appear exactly as on the dashboard.

FeedbackFlash

Includes an interactive end-screen with a quick poll or reaction buttons, gathering real-time donor sentiment to inform follow-up strategies and strengthen relationships.

Requirements

Poll Configuration Interface
"As a nonprofit administrator, I want to customize the feedback poll questions and appearance so that the donor experience aligns with our brand and engagement goals."
Description

A user-friendly configuration interface that allows nonprofit leaders to design and customize end-of-donation polls, including question types, options, and visual themes. This interface integrates seamlessly with the GiveSpark dashboard, enabling quick setup and preview of poll screens without developer involvement.

Acceptance Criteria
Selecting Poll Question Types
Given the user is on the Poll Configuration Interface When the user selects a question type (single-choice, multiple-choice, or open-text) Then the selected question type is correctly added to the poll preview and ready for option input.
Customizing Poll Options
Given a question added to the poll When the user inputs at least two and no more than five answer options with unique labels Then the options list reflects the inputs and prohibits duplicates or exceeding five entries.
Applying Visual Themes
Given the theme customization panel is open When the user selects or uploads a color scheme and font style Then the poll preview updates in real-time to reflect the chosen visual theme without page reload.
Previewing Poll Configuration
Given at least one question configured When the user clicks the Preview button Then a modal displays an accurate, interactive representation of the end-screen poll including questions, options, and selected theme.
Saving and Publishing Poll
Given the poll configuration is valid with at least one question and theme selected When the user clicks Save & Publish Then the poll is saved to the user's dashboard, scheduled for end-of-donation display, and a confirmation message appears.
Rapid Reaction Buttons
"As a donor, I want to share my quick reaction with a single tap so that I can convey my feelings without writing a full comment."
Description

Implement interactive reaction buttons (e.g., emojis, thumbs up/down) that donors can tap instantly on the end screen to provide sentiment feedback. The buttons should be responsive on both web and mobile views, visually appealing, and configurable in terms of style and sentiment categories.

Acceptance Criteria
Web View Reaction Tap
Given a donor completes a donation on the web end screen When they click a reaction button Then the selected reaction is highlighted visually, recorded via API, and a confirmation message appears within 1 second
Mobile View Reaction Tap
Given a donor completes a donation on the mobile end screen When they tap a reaction button Then the reaction is registered, the button shows the selected state, and the page does not reload
Reaction Styles Configuration
Given an admin user is on the dashboard settings page When they configure reaction button styles (size, color, sentiment categories) and save Then the end screen displays the updated styles immediately
Single Reaction Enforcement
Given a donor has already submitted a reaction When they select a different reaction Then the first reaction is deselected and replaced by the new one ensuring only one reaction per donation
Backend Data Persistence
Given a donor submits a reaction When the API call succeeds Then the reaction is stored in the database with the donor ID, timestamp, and correct sentiment label
Real-time Response Tracking
"As a campaign manager, I want to see donor feedback in real time so that I can adjust outreach and messaging on the fly."
Description

Develop backend services and front-end components to capture, process, and display donor responses in real time. Data should flow into GiveSpark’s analytics module, updating charts and leaderboards immediately to reflect sentiment trends and reaction counts.

Acceptance Criteria
Real-Time Poll Response Submission
Given a donor interacts with the poll on the end-screen, when the reaction button is clicked, then the system must send the response to the server and persist it in the database within 2 seconds, returning a 200 OK status.
Instant Analytics Module Update
Given a new response is recorded, when the analytics module receives the data, then it updates the relevant sentiment chart and reaction count on the dashboard within 1 second without requiring manual refresh.
Live Leaderboard Refresh
Given the updated reaction counts are available, when the leaderboard component is rendered, then it reflects the latest ranking and sentiment trends in real time and highlights any changes.
High Concurrency Handling
Given multiple donors submit responses simultaneously, when up to 1000 concurrent events occur, then the system processes and displays all responses accurately without data loss or duplication, maintaining p95 latency below 200ms.
Error Handling and Retry Mechanism
Given a network failure during response submission, when the initial request fails, then the frontend retries submission up to two additional times, and if still failing, displays an error message to the user and logs the failure for later analysis.
Follow-up Strategy Integration
"As a fundraising coordinator, I want positive feedback triggers to send personalized thank-you messages so that I can deepen donor relationships promptly."
Description

Build integration points between collected feedback and GiveSpark’s follow-up automation. Depending on donor sentiment, trigger tailored thank-you emails or volunteer outreach sequences to strengthen relationships and capitalize on high engagement moments.

Acceptance Criteria
Sentiment-Based Email Triggering
Given a donor submits feedback with a positive sentiment score (≥ 0.8), When the feedback is recorded, Then a personalized thank-you email using the 'Positive Feedback' template is automatically generated and queued in the follow-up automation within 2 minutes.
Volunteer Outreach Sequence Activation
Given a donor selects ‘Interested in Volunteering’ on the end-screen poll, When the poll response is captured, Then the donor is added to the volunteer outreach sequence and receives the first volunteer invitation email within 5 minutes.
Negative Sentiment Escalation Notification
Given a donor submits feedback with a negative sentiment score (≤ 0.3), When the feedback is recorded, Then an alert is sent to the relationship manager with donor details and feedback summary within 2 minutes.
Follow-up Content Personalization
Given a donor indicates interest in a specific program in the feedback poll, When the follow-up email is generated, Then the email content dynamically references the selected program and includes a link to related volunteer or donation options.
Automation Success Logging
Given a follow-up action (email send or volunteer sequence enrollment) is executed, When the system completes the action, Then an audit log entry is created recording donor ID, action type, timestamp, and delivery status with no errors.
Multi-language Support
"As a global nonprofit leader, I want donors to interact with feedback polls in their preferred language so that we can engage a diverse supporter base effectively."
Description

Enable translation of poll questions, button labels, and follow-up messaging into multiple languages. The system should detect donor locale or allow manual selection to ensure non-English-speaking supporters receive fully localized experiences.

Acceptance Criteria
Automatic Locale Detection
Given a donor with browser language set to Spanish (es-ES) When they reach the FeedbackFlash end-screen poll Then all poll questions and reaction buttons should display in Spanish
Manual Language Selection
Given a donor whose browser language is not automatically supported When they click the language dropdown on the end-screen poll Then they can select their preferred language and all poll questions and buttons update accordingly
Localized Poll Question Display
Given translations exist for poll questions in supported languages When a language is applied via automatic detection or manual selection Then each poll question text displays the exact translated string from the translation files
Localized Button Labels Display
Given translations exist for reaction button labels in supported languages When the poll is rendered for a donor Then each button label matches the translated label for the selected language
Localized Follow-up Messaging
Given a donor completes the poll in a selected language When the follow-up thank-you email is generated Then the email subject and body content are fully composed in the donor’s language, with all dynamic placeholders correctly translated and formatted

Team Rally

Enables organizers to set up and manage fundraising teams with custom names, logos, and member assignments, fostering group identity and collaboration to drive friendly competition and collective giving.

Requirements

Team Creation
"As an organizer, I want to create fundraising teams with specific names and goals so that I can track and manage group efforts effectively."
Description

Enable organizers to form new fundraising teams by selecting a team name, setting goals, and initiating the team within the GiveSpark dashboard. This feature ensures teams are registered, tracked, and integrated seamlessly into campaign metrics, fostering structured group participation and clear accountability for each team’s progress.

Acceptance Criteria
Valid Team Creation
Given the organizer is on the Create Team form When the organizer enters a unique team name and a valid positive goal amount and clicks 'Create Team' Then a new team is created, displayed in the dashboard with correct name and goal, and campaign metrics include the new team
Duplicate Team Name
Given the organizer enters a team name that already exists in the current campaign When the organizer clicks 'Create Team' Then the system displays an error message 'Team name already exists' and prevents team creation
Invalid Goal Amount
Given the organizer enters a non-numeric, zero, or negative value in the goal field When the organizer attempts to submit the form Then the system displays a validation error 'Please enter a valid positive number for goal' and disables the Create button
Logo Upload
Given the organizer uploads an image file in a supported format under 5MB in the logo field When the organizer submits the form Then the team is created with the uploaded logo correctly displayed next to the team name in the dashboard
Member Invitations
Given the organizer adds one or more valid email addresses in the member assignment field When the organizer submits the form Then the system creates the team, assigns the specified members, and sends invitation emails to each address
Team Customization
"As an organizer, I want to customize team visuals and branding so that each team feels distinctive and motivated."
Description

Allow organizers to personalize each team with custom logos, color schemes, and taglines. This enhances team identity, promotes brand alignment, and boosts participant engagement by enabling teams to showcase their unique look and feel within the platform.

Acceptance Criteria
Custom Logo Upload
Given an organizer on the Team Customization page When they upload a PNG or JPG file no larger than 5MB as the team logo Then the system successfully saves and displays the logo without distortion
Color Scheme Selection
Given an organizer on the Team Customization page When they select primary and secondary HEX color codes Then the system applies and persists these colors to the team’s UI elements (banners, buttons)
Tagline Entry and Display
Given an organizer enters a team tagline up to 50 characters When they save the customization Then the system stores the tagline and displays it beneath the team name
Real-Time Preview Update
Given an organizer makes changes to logo, colors, or tagline When any change is made Then the preview pane updates within 1 second to reflect all customizations
Validation of Unsupported File Types
Given an organizer attempts to upload an unsupported file format or file exceeding 5MB When the upload is initiated Then the system rejects the file and displays an error message explaining the allowed formats and size limits
Member Assignment
"As an organizer, I want to assign members to teams easily so that I can quickly assemble and manage team rosters."
Description

Provide tools for assigning supporters to teams, including individual invitations, bulk uploads, and automated enrollment via sign-up forms. This streamlines the process of building teams, reduces administrative overhead, and ensures accurate team rosters.

Acceptance Criteria
Individual Invitation Flow
Given an organizer is on the Member Assignment page, when they enter a supporter’s email and click “Send Invitation,” then the system sends an invitation email within 2 seconds and displays a confirmation message. Given the supporter accepts the invitation via the email link, then the supporter is added to the selected team and the roster updates immediately.
Bulk Upload Process
Given the organizer uploads a CSV file with supporter name, email, and team columns, when the file format is valid, then the system processes the file within 60 seconds, adds supporters to their respective teams, and displays a summary of successes and failures. Given any row fails validation, then the system reports the row number and error reason without aborting the entire upload.
Automated Enrollment via Sign-Up Form
Given a supporter completes the embedded sign-up form selecting a team, when the form is submitted, then the supporter is automatically enrolled in that team, receives a confirmation email within 1 minute, and the team roster reflects the new member instantly. Given the supporter submits the form without selecting a required team, then the system displays a validation error prompting team selection.
Team Assignment Validation
Given the organizer assigns a supporter to a team they already belong to, when the assignment is submitted, then the system prevents duplicate membership, displays a warning message, and does not create a duplicate record. Given the organizer moves a supporter from one team to another, when the change is confirmed, then the supporter’s membership is updated to the new team and the roster updates in real time.
Duplicate Email Handling
Given multiple records with the same email during bulk upload or individual invitation, when duplicates are detected, then the system merges records into a single supporter profile, logs the merge action, and notifies the organizer of duplicate entries. Given an invitation is pending for an existing email, when the organizer attempts to send another invitation, then the system blocks the action and suggests using the “Resend Invitation” feature.
Live Team Leaderboard
"As a supporter, I want to see a live leaderboard of team performance so that I can gauge competition and stay motivated to contribute."
Description

Implement a real-time leaderboard that ranks teams based on funds raised and volunteer hours contributed. The leaderboard updates dynamically, encourages friendly competition, and displays team standings prominently on the dashboard and public campaign pages.

Acceptance Criteria
Dashboard Real-Time Update
Given the dashboard is open When a team raises funds or logs volunteer hours Then the leaderboard updates within 5 seconds without a full page reload
Public Campaign Page Leaderboard Display
Given a visitor navigates to the public campaign page When at least one team has contributions Then the leaderboard section is visible and displays top 5 teams with name, logo, total amount raised, and volunteer hours
Team Movement Notification
Given teams are ranked by contributions When a team's position changes compared to the previous ranking Then a visual indicator (up/down arrow) appears next to the team name and the change is logged
Custom Team Branding
Given a team has set a custom name and uploaded a logo When the leaderboard is displayed Then the team's name and logo appear correctly scaled, clear, and maintain the original aspect ratio
Performance Under Load
Given 100 teams with simultaneous live updates When multiple contributions and hours are recorded at the same time Then the leaderboard updates within 10 seconds and server CPU utilization remains under 70%
Team Progress Notifications
"As a team member, I want to receive timely updates on our team’s progress so that I stay informed and motivated."
Description

Send automated, personalized notifications to team members and organizers for key milestones—such as team goal achievements, top fundraiser announcements, and upcoming deadlines. These notifications drive engagement, maintain momentum, and keep stakeholders informed.

Acceptance Criteria
Team Reaches Fundraising Goal Notification
Given a team’s total donations reach its predefined fundraising goal, when the goal threshold is crossed, then the system automatically sends an email notification to all team members and the organizer including team name, total amount raised, and a congratulatory message.
Top Fundraiser Announcement
Given a team member’s individual donations surpass all others in the team, when that member becomes the top fundraiser, then the system sends a personalized notification to the member and the organizer with the member’s name, amount raised, and encouragement to maintain momentum.
Upcoming Deadline Reminder
Given a fundraising deadline is 48 hours away, when the current time reaches 48 hours before campaign close, then the system dispatches a reminder notification to all team members and the organizer detailing time remaining and current team progress percentage.
New Team Member Assignment Notification
Given an organizer adds a new member to a team, when the assignment is saved, then the system sends a welcome notification to the new member containing team name, organizer contact info, and a link to team resources.
Exceeded Daily Fundraising Record Alert
Given a team’s donations within a 24-hour period exceed its previous highest daily total, when the new record is achieved, then the system automatically notifies the organizer with the new total, contributor breakdown, and a celebratory message.

Goal Thermometer

Displays a dynamic visual progress bar for each team’s fundraising goal, updating in real-time to show how close teams are to reaching milestones, motivating participants through clear, immediate feedback.

Requirements

Dynamic Progress Bar
"As a campaign organizer, I want to see a progress bar that updates instantly with each donation so that I can track momentum and motivate my team."
Description

A visual thermometer graphic that fills proportionally as donations are received, providing immediate, intuitive feedback on progress toward each team’s fundraising goal. This element integrates seamlessly into the GiveSpark dashboard, updating in real-time with incoming contributions to motivate participants and spotlight momentum.

Acceptance Criteria
Initial Progress Display
Given a team has a fundraising goal set and has received no donations, when the dashboard loads, then the dynamic progress bar displays at 0% fill and shows $0 raised of $Goal.
Real-Time Progress Update
Given a new donation is received for a team, when the donation is recorded, then the team's dynamic progress bar updates within 2 seconds to reflect the increased total and adjusts the fill proportionally.
Full Goal Achievement
Given the cumulative donations equal or exceed the team's fundraising goal, when the progress bar updates, then the fill reaches 100% and displays a ‘Goal Achieved’ badge.
Over-Target Donations
Given donations surpass the fundraising goal, when the progress bar updates, then the fill remains capped at 100% and the extra amount is displayed as ‘$X over goal’.
Multiple Teams Synchronization
Given multiple teams are displayed on the dashboard, when any team receives a donation, then only that team's progress bar updates in real-time without affecting other teams’ progress bars.
Milestone Highlighting
"As a campaign organizer, I want milestone markers on the progress bar so that I can celebrate achievements and keep supporters motivated."
Description

Automated markers and celebratory animations at key fundraising thresholds (e.g., 25%, 50%, 75%, 100%) on the thermometer, drawing attention to significant achievements. This feature enhances engagement by visually rewarding progress and can trigger custom notifications to supporters.

Acceptance Criteria
25% Milestone Achievement Animation
Given a team’s fundraising progress reaches 25% of its goal, when the progress bar updates in real-time, then the 25% marker appears on the thermometer with a celebratory animation playing within 2 seconds.
50% Milestone Achievement Animation
Given a team’s fundraising progress reaches 50% of its goal, when the progress bar updates in real-time, then the 50% marker appears on the thermometer with a celebratory animation playing within 2 seconds.
75% Milestone Achievement Animation
Given a team’s fundraising progress reaches 75% of its goal, when the progress bar updates in real-time, then the 75% marker appears on the thermometer with a celebratory animation playing within 2 seconds.
100% Milestone Achievement Animation
Given a team’s fundraising progress reaches or exceeds 100% of its goal, when the final donation is processed, then the 100% marker appears on the thermometer with a distinctive celebration animation and confetti effect.
Custom Notification Trigger at Milestone
Given any milestone threshold (25%, 50%, 75%, 100%) is reached, when the corresponding animation plays, then a custom notification is sent to all supporters within 5 seconds using the configured message template.
Real-time Data Sync
"As an admin, I want the progress bar to update in real-time without refreshing the page so that I always have accurate data."
Description

A low-latency data pipeline using WebSockets or efficient polling to fetch and display the latest donation totals without manual refresh. Ensures the thermometer always reflects up-to-the-second information, maintaining accuracy and trust in the dashboard data.

Acceptance Criteria
Dashboard Initial Load Reflects Up-to-the-Moment Totals
Given the user opens the Goal Thermometer dashboard, when the page loads, then the displayed donation total must reflect any donations made up to 5 seconds before load time without requiring a manual refresh.
Live Updates During Active Session
Given the dashboard is open and WebSocket connection established, when a new donation is received by the server, then the progress bar must update within 2 seconds to include the new amount.
Recovery After Network Interruption
Given the user experiences a network disconnect and then reconnects, when the connection is restored, then the dashboard must automatically fetch and display all interim donation updates within 3 seconds.
Efficient Polling Fallback
Given WebSockets are unavailable, when fallback to HTTP polling occurs, then the system must poll donation totals every 5 seconds and update the thermometer within 2 seconds of each poll response.
Data Consistency Across Multiple Clients
Given multiple users view the same team’s thermometer concurrently, when a donation update occurs, then all connected clients must display identical updated totals within 2 seconds of the server event.
Custom Threshold Alerts
"As an admin, I want to set custom alerts for specific funding milestones so that I and my team can respond promptly to major contributions."
Description

User-configurable alert system allowing the setting of custom fund milestones on the thermometer. When a threshold is crossed, the system dispatches automated notifications (email, SMS, or in-app) to designated stakeholders, ensuring timely awareness and enabling swift action.

Acceptance Criteria
Configuring a Custom Threshold
Given a user is on the Goal Thermometer settings page, When the user enters a threshold name, value, and selects notification channels, Then the system saves the threshold, displays it in the threshold list, and confirms with a success message.
Email Notification on Threshold Crossing
Given a custom threshold with email notifications enabled exists for a team, And the team's cumulative donations reach or exceed the threshold, When the threshold is crossed, Then the system sends an email to all designated stakeholders within one minute of the event.
SMS Notification on Threshold Crossing
Given a custom threshold with SMS notifications enabled exists for a team, And the team's cumulative donations exceed the threshold, When the threshold value is reached, Then the system dispatches an SMS to each designated stakeholder’s phone number within one minute.
In-App Alert on Threshold Crossing
Given a stakeholder is logged into the GiveSpark dashboard, And a team’s donations cross a defined threshold, When the stakeholder’s dashboard refreshes, Then an in-app notification banner appears showing the threshold name, amount reached, and timestamp.
Managing Existing Thresholds
Given a list of existing custom thresholds is displayed, When a user edits or deletes a threshold, Then the system updates the list accordingly, removes any pending notifications tied to deleted thresholds, and displays a confirmation message.
Responsive Visualization
"As a donor using my phone, I want to view the progress bar clearly on a mobile device so that I can track campaign progress on the go."
Description

A fully responsive implementation of the goal thermometer that adapts layout, sizing, and interaction patterns for desktop, tablet, and mobile devices. Ensures consistent readability, usability, and visual appeal across all viewports.

Acceptance Criteria
Desktop Viewport Adaptation
Given a desktop viewport width of 1024px or greater, when the page loads, then the goal thermometer scales to occupy 80% of the container width with clear labels readable at 16px font size, and all visual elements maintain aspect ratio.
Tablet Viewport Adaptation
Given a tablet viewport width between 768px and 1023px, when the user rotates the device or resizes the window, then the goal thermometer adjusts to a single-column layout, scales to 90% of container width, and labels remain legible at 14px font size.
Mobile Portrait Viewport Adaptation
Given a mobile viewport width less than 768px in portrait orientation, when the page loads, then the goal thermometer spans 100% width, reduces font size to 12px, and ensures touch targets are at least 44x44px.
Mobile Landscape Viewport Adaptation
Given a mobile viewport width less than 768px in landscape orientation, when the page loads, then the goal thermometer spans 100% width, adjusts height to maintain aspect ratio, font size is no smaller than 12px, and all elements remain fully visible without horizontal scrolling.
Interactive Tooltip Display
Given any viewport, when a user hovers over (desktop/tablet) or taps on (mobile) the goal thermometer segments, then a tooltip appears within 200ms displaying the exact numeric progress percentage and goal amount, styled consistently with the design system and not obscuring the thermometer.

Milestone Badges

Automatically awards digital badges to teams when they hit predefined fundraising thresholds, celebrating achievements with shareable graphics that boost morale and encourage teams to push for the next level.

Requirements

Threshold Setup Module
"As an administrator, I want to configure fundraising milestones and badge criteria so that teams are recognized at specific donation thresholds."
Description

Allows administrators to define and configure fundraising milestones and their corresponding badge criteria through an intuitive interface. Administrators can set monetary thresholds, assign badge names and descriptions, and preview the badge graphics. The module integrates with the fundraising data pipeline to validate thresholds and ensures that any updates are applied in real time across the system.

Acceptance Criteria
Administrator Configures a New Milestone
Given the admin is on the Threshold Setup Module page When the admin enters a milestone name, description, threshold amount, and selects a badge graphic And clicks Save Then the new milestone appears in the milestones list with correct details And the data is persisted in the database And a success message is displayed
Administrator Edits an Existing Milestone Threshold
Given the admin has at least one existing milestone configured When the admin selects a milestone and modifies the threshold amount And clicks Save Then the updated threshold is displayed in the list And the change is persisted in the database And any teams already exceeding the new threshold immediately receive the badge
Administrator Deletes a Milestone
Given the admin is viewing the list of configured milestones When the admin selects a milestone and confirms deletion in the prompt Then the milestone is removed from the list And the associated badge criteria is removed from the system And a deletion confirmation message is displayed
Administrator Previews Badge Graphics
Given the admin is creating or editing a milestone When the admin clicks the Preview Badge button Then the system renders the badge graphic with the correct name and description overlay And displays the preview in the interface And updates the preview instantly when changes are made
Threshold Updates Reflect in Live System
Given fundraising data is updated or a threshold is modified When a team reaches a configured milestone or an existing threshold changes Then the system assigns or revokes the badge for the team in real time And the dashboard and leaderboards update within 5 seconds to reflect the change
Real-Time Progress Tracking
"As a team member, I want to see my team's donation progress update in real time so that I know how close we are to earning a badge."
Description

Continuously monitors donation totals at the team level and updates progress bars and percentage indicators on the dashboard. The tracking system integrates directly with the live fundraising database, providing instant feedback when teams approach milestone thresholds. Visual cues highlight teams nearing a badge to encourage continued engagement.

Acceptance Criteria
New Donation Triggers Dashboard Update
Given a new donation is recorded for a team in the live fundraising database, When the system processes the donation, Then the team's progress bar and percentage indicator update within 2 seconds to reflect the new total.
Badge Threshold Proximity Visual Cue
Given a team's total donations reach 90% of the next milestone threshold, When the dashboard is displayed, Then the progress bar changes color and displays a tooltip indicating the remaining amount to earn the next badge.
Multiple Simultaneous Donations
Given multiple donations are received for a team within a 1-second interval, When the system processes these donations, Then the dashboard accurately aggregates all donations and updates the progress bar and percentage without duplication or data loss.
Data Consistency on Page Reload
Given a team's dashboard page is reloaded, When the page finishes loading, Then the progress bar and percentage indicator reflect the current donation total from the live database with no discrepancies.
Donation Correction and Badge Adjustment
Given a recorded donation is corrected or refunded in the database, When the correction is processed, Then the team's dashboard updates to reflect the adjusted total and percentage, and any awarded badge is revoked if the new total falls below the milestone threshold.
Automated Badge Awarding Engine
"As a participant, I want badges to be automatically awarded when we hit milestones so that recognition is instant and error-free."
Description

Automatically triggers badge awards when teams cross predefined fundraising thresholds. The engine validates eligibility, assigns the correct badge to the team profile, logs the award event in the audit trail, and generates shareable badge graphics. It ensures awards are idempotent and handles edge cases such as refunds or threshold adjustments.

Acceptance Criteria
Badge Award on Threshold Cross
Given a team's cumulative donations are just below a predefined fundraising threshold When a new donation meets or exceeds that threshold Then the system assigns the corresponding badge to the team's profile logs the award event in the audit trail and generates the shareable badge graphic
Duplicate Award Prevention
Given a team has already been awarded a badge for a specific threshold When additional donations do not cross a new threshold Then the system does not issue a duplicate badge nor create a redundant audit log entry
Badge Revoke and Re-award After Refund
Given a team received a badge after surpassing its threshold When a refund reduces the team's cumulative total below the threshold Then the system revokes the badge updates the audit trail accordingly And when subsequent donations restore the total above the threshold the system re-awards the badge
Threshold Adjustment Handling
Given an administrator lowers an existing fundraising threshold When the threshold adjustment is applied Then the system identifies all teams at or above the new threshold awards the badge to any missing recipients and logs each award with reference to the threshold change in the audit trail
Shareable Graphic Availability
Given a badge is successfully awarded to a team When the award process completes Then a publicly accessible shareable graphic URL is generated stored in the team's profile and retrievable from the dashboard within two seconds
Social Sharing Integration
"As a team lead, I want to share our milestone badge on social media with one click so that we can celebrate publicly and inspire others."
Description

Generates shareable badge graphics and captions optimized for major social media platforms. Provides one-click share buttons within the dashboard, allowing teams to broadcast their achievements on Facebook, Twitter, and LinkedIn. The integration uses platform APIs to prefill post content with dynamic data such as badge name, team name, and fundraising amount.

Acceptance Criteria
Facebook Sharing of Milestone Badge
Given a team has earned a milestone badge and is viewing the badge details in the dashboard, when the user clicks the Facebook share button, then the system opens a Facebook share dialog pre-populated with the badge graphic URL, and the post content includes the badge name, team name, and fundraising amount, and upon confirmation, the post is successfully published to the user's Facebook timeline.
Twitter Sharing of Milestone Badge
Given a team has earned a milestone badge and is viewing the badge details in the dashboard, when the user clicks the Twitter share button, then the system opens a Twitter compose window pre-populated with the badge graphic (as URL), and a tweet text including the badge name, team name, and fundraising amount truncated to 280 characters, and upon confirmation, the tweet is posted to the user's Twitter account.
LinkedIn Sharing of Milestone Badge
Given a team has earned a milestone badge and is viewing the badge details in the dashboard, when the user clicks the LinkedIn share button, then the system opens a LinkedIn share dialog pre-populated with the badge graphic URL, and a post description including the badge name, team name, and fundraising amount, and upon confirmation, the post is published to the user's LinkedIn feed.
Dynamic Caption Prefill
Given a user selects any social media share option, when the share dialog loads, then the caption or text area is automatically prefilled with dynamic content that includes the badge name, team name, and fundraising amount formatted according to the selected platform’s guidelines.
Share Button Visibility and Accessibility
Given a team viewing the milestone dashboard on desktop or mobile, when the page loads, then the share buttons for Facebook, Twitter, and LinkedIn are visible, have accessible ARIA labels, and are enabled only if the user is authenticated with the corresponding social account; otherwise, they are disabled with a tooltip prompting the user to connect their account.
Notification System Integration
"As a supporter, I want to receive an email or in-app alert when we earn a badge so that I can join the celebration and spread the word."
Description

Sends automated notifications to support leaders and team members when badges are earned. Notifications include email, in-app alerts, and optional SMS. Messages contain the badge graphic, milestone details, and a call to action to share on social media. The system respects user communication preferences and rate limits to avoid spamming.

Acceptance Criteria
Email Notification Delivery on Badge Earned
Given a team member has earned a milestone badge, When the badge is awarded, Then an email containing the badge graphic, milestone details, and share link is sent to the team member's registered email within 2 minutes.
In-App Alert Trigger and Display
Given a team member is logged into the GiveSpark dashboard, When they earn a milestone badge, Then an in-app notification appears in the notification center including badge graphic, milestone details, and a share button.
SMS Notification Respecting Preferences
Given a team member has opted in for SMS notifications, When they earn a milestone badge, Then an SMS is sent to their verified phone number containing milestone details and a link to view the badge, and no SMS is sent if they've opted out.
Notification Rate Limiting Enforcement
Given multiple badges are earned in a short period, When notifications are triggered, Then no more than 3 notifications are sent to a user within 1 hour across all channels and excess notifications are queued or suppressed.
Social Media Share Call to Action Inclusion
Given a notification is prepared for a badge earned event, When the notification is sent via email or in-app, Then it includes a direct call-to-action button or link to share the achievement on social media platforms.
Administration Override Controls
"As an administrator, I want to manually adjust badge awards if needed so that the system remains accurate and fair."
Description

Allows administrators to manually award, revoke, or adjust badges for teams. Provides an audit log with timestamps, user IDs, and reasons for manual changes. The override controls include confirmation dialogs and rollback options to ensure data integrity and adherence to fundraising policies.

Acceptance Criteria
Manual Award of Badge by Administrator
Given an administrator is on the team’s badge management page, When the administrator selects a badge to award, enters a valid reason, and confirms the action in the confirmation dialog, Then the selected badge is immediately added to the team’s profile and a corresponding audit log entry is created with timestamp, administrator ID, and provided reason.
Manual Revocation of Badge by Administrator
Given an administrator views a team’s existing badges, When the administrator selects a badge to revoke, provides a valid reason, and confirms the revocation in the dialog, Then the badge is removed from the team’s profile and an audit log entry is recorded with timestamp, administrator ID, and reason.
Adjustment of Badge Level by Administrator
Given an administrator needs to adjust a team’s badge threshold, When the administrator selects the adjust option, updates the threshold value, provides a reason, and confirms in the dialog, Then the team’s badge level is updated accordingly and an audit log entry captures the change details including old and new thresholds, timestamp, administrator ID, and reason.
Audit Log Entry Creation
Given any manual badge override action (award, revoke, adjust) is performed, When the action is completed, Then an audit log entry exists for the action and includes the action type, badge identifier, team identifier, timestamp of action, administrator’s user ID, and provided reason.
Confirmation Dialog Behavior
Given an administrator initiates any override action (award, revoke, adjust), When the confirmation dialog appears, Then the dialog displays the action summary, requires explicit confirmation or cancellation, and if cancelled, no changes or audit log entries occur.
Rollback of Manual Override
Given a manual override action has been completed, When the administrator selects the rollback option for that action and confirms in the dialog, Then the badge state reverts to its previous state and an audit log entry records the rollback with timestamp, administrator ID, and original action reference.

Live Alerts

Sends instantaneous push notifications and email updates whenever a team takes the lead, reaches a milestone, or triggers a set event, keeping participants engaged and informed throughout the challenge.

Requirements

Real-time Notification Triggering
"As a challenge participant, I want to receive notifications immediately when my team takes the lead so that I can stay informed and respond quickly."
Description

Implement a subsystem that listens for leaderboard changes, milestones, and user-defined events in real-time, generating notifications instantly when a team takes the lead, reaches a milestone, or triggers a specific event. Integrate with the core challenge engine to subscribe to event streams and push updates with minimal latency, ensuring participants are informed without delay.

Acceptance Criteria
Lead Change Notification Scenario
Given the dashboard is active and participants are subscribed to notifications When a team’s total surpasses the current leader’s total Then an instant push notification and email is sent to all subscribed participants within 2 seconds
Milestone Achievement Notification Scenario
Given a team reaches a predefined donation or volunteer milestone When the milestone threshold is crossed Then a personalized notification is delivered to the team captain and all supporters associated with that team within 1 second
Custom Event Notification Scenario
Given a user-defined event is registered and configured in the challenge engine When the specific event occurs Then the system generates and sends the appropriate notification via the user’s preferred channels (push, email, or both) within 2 seconds
Notification Delivery Performance Scenario
Given the system is under normal operational load When notifications are triggered for leaderboard changes, milestones, or custom events Then at least 95% of notifications are successfully delivered to user devices and email inboxes within 2 seconds
Event Subscription Integration Scenario
Given the notification subsystem is subscribed to the core challenge engine’s event streams When leaderboard updates, milestones, or user-defined events are published Then the subsystem receives, processes, and queues all relevant events without loss or duplication
Customizable Alert Settings
"As a nonprofit coordinator, I want to configure which alert types I receive and when so that I can avoid notification fatigue and focus on important updates."
Description

Provide users with the ability to customize which alerts they receive and how they are delivered, including toggles for event types, frequency limits, quiet hours, and personalization options. Implement a settings interface in the user profile and persist preferences in the user settings service to reduce notification fatigue and improve relevance.

Acceptance Criteria
Event Type Selection
Given the user navigates to the Customizable Alert Settings page When they toggle the checkbox for a specific event type (lead change, milestone reached, event triggered) Then the system saves the preference immediately and only sends alerts for enabled event types
Frequency Limit Configuration
Given the user is configuring frequency limits for alerts When they set a maximum number of notifications per hour or per day Then the system enforces the limit and queues or suppresses additional alerts beyond the threshold
Quiet Hours Enforcement
Given the user defines quiet hours in their alert preferences When the system reaches the start of quiet hours Then all push and email notifications are suppressed until quiet hours end
Delivery Channel Preference
Given the user selects one or more delivery channels (push, email, SMS) When they save their preferences Then only the selected channels are used to deliver future alerts
Personalized Message Customization
Given the user edits the customization fields for notification templates When they save their changes Then future alerts use the updated personalized message format and content
Multi-channel Notification Delivery
"As a volunteer, I want to receive alerts on my preferred channel so that I don’t miss important challenge updates."
Description

Ensure alerts are delivered via multiple channels—push notifications for mobile devices, email, and SMS—with fallback mechanisms if one channel fails. Integrate with third-party services such as Firebase Cloud Messaging for push, an Email Service API for email, and an SMS gateway to maximize reach and reliability.

Acceptance Criteria
Push Notification Delivery Success
Given a team triggers an event, when the alert is sent, then a push notification is delivered to the user’s mobile device via Firebase Cloud Messaging within 5 seconds, with correct title and content.
Email Notification Delivery Success
Given a team triggers an event, when the alert is sent, then an email is delivered to the user’s inbox via the Email Service API within 30 seconds, containing the correct subject, body, and event details.
SMS Notification Delivery Success
Given a team triggers an event, when the alert is sent, then an SMS is delivered to the user’s phone via the SMS gateway within 60 seconds, including the accurate message text.
Fallback to Email on Push Failure
Given Firebase Cloud Messaging fails to deliver the push notification (error 5xx or timeout), when the alert is retried, then an email is sent to the user via the Email Service API within 30 seconds.
Fallback to SMS on Push and Email Failure
Given both push notification and email delivery fail (errors 5xx or timeouts), when the alert is retried, then an SMS is sent via the SMS gateway within 60 seconds.
Event Threshold Configuration
"As an organizer, I want to set specific donation milestones for alerts so that I can notify supporters when critical targets are reached."
Description

Allow administrators to define custom thresholds for milestones and events, such as donation amounts or volunteer hours, that trigger notifications. Build an intuitive threshold editor within challenge settings, validate inputs, and store configurations to ensure alerts fire only when meaningful targets are achieved.

Acceptance Criteria
Creating a New Donation Threshold
Given an administrator on the challenge settings page, when they select “Add Threshold,” enter a numeric donation amount of 100, and click “Save,” then the new threshold appears in the thresholds list with type “Donation Amount” and value “$100.”
Handling Invalid Threshold Inputs
Given an administrator in the threshold editor, when they enter a non-numeric value or a negative number, then a validation error displays “Please enter a positive number” and the “Save” button remains disabled.
Editing an Existing Threshold
Given an existing threshold in the list, when the administrator clicks “Edit,” updates the threshold value or condition, and clicks “Save,” then the thresholds list reflects the updated parameters and displays the modification timestamp.
Threshold Triggering on Donation Milestone
Given a defined donation threshold of $500, when total donations reach or exceed $500, then push and email notifications with the “Milestone reached” template are sent to subscribed participants.
Threshold Persistence Post-Save
Given thresholds have been saved, when the administrator refreshes the page or logs out and logs back in, then all previously configured thresholds load correctly in the threshold editor.
Notification History Log
"As a team member, I want to view a history of received alerts so that I can reference past notifications and ensure I didn't miss any."
Description

Track and display a comprehensive log of all sent notifications within the user dashboard, including timestamp, event type, message content, and delivery status. Provide filtering and search capabilities to review past alerts and troubleshoot any delivery issues effectively.

Acceptance Criteria
Viewing Notification History Dashboard
Given a logged-in user on the dashboard when they navigate to the Notification History page then they see a paginated list of notifications showing timestamp, event type, message content, and delivery status sorted by newest first
Filtering Notifications by Event Type
Given a user on the Notification History page when they select an event type filter (e.g., milestone reached, lead change) then only notifications matching that event type are displayed
Searching Notification Content
Given a user on the Notification History page when they enter a keyword in the search field and execute the search then the list is filtered to include only notifications whose message content contains the keyword
Verifying Delivery Status
Given a user viewing the notification list when the page loads then each notification displays a delivery status icon with tooltip details and clicking on a failed notification shows the error reason
Reviewing Notification Timestamps
Given a user on the Notification History page when notifications are displayed then each timestamp is shown in the user’s local timezone formatted as 'YYYY-MM-DD HH:MM:SS'

Social Spark

Offers one-click social media sharing templates and personalized invite links, empowering teams to expand their reach, attract new supporters, and amplify fundraising efforts through tailored outreach.

Requirements

One-Click Share Templates
"As a nonprofit team member, I want to choose and share a pre-designed social media template with one click so that I can quickly promote campaigns without spending time on design or copywriting."
Description

Provide a library of customizable social media post templates that users can share with a single click. Users can select from pre-designed templates optimized for different platforms (Facebook, Twitter, LinkedIn, Instagram) and campaign types. This requirement ensures quick, consistent branding and messaging, reducing the time nonprofit teams spend crafting posts and eliminating design bottlenecks. Integration with the GiveSpark dashboard allows users to preview and personalize templates before publishing, ensuring alignment with overall campaign goals.

Acceptance Criteria
Template Library Accessibility
Given the user is logged into the GiveSpark dashboard, when they navigate to the Social Spark share templates section, then the system displays a list of pre-designed templates filtered by platform (Facebook, Twitter, LinkedIn, Instagram) within 2 seconds and allows selection.
Template Customization Preview
Given the user selects a template, when they open the preview mode, then the system displays the selected template with editable fields, and any input in the fields is reflected in the preview in real-time.
One-Click Sharing Execution
Given the user finalizes content and clicks the 'Share' button, when the action is confirmed, then the system publishes the post on the selected social media platform using the correct API credentials and displays a confirmation message within 3 seconds.
Platform-specific Formatting Compliance
Given the user selects a template optimized for a specific platform, when they share the post, then the content adheres to the platform's character limits, image size requirements, and formatting conventions without truncation or errors.
Error Handling and Retry Flow
Given a failure response from a social media API during sharing, when the error occurs, then the system displays a clear, user-friendly error message explaining the issue and provides an option to retry the share action.
Tracking Shared Posts in Dashboard
Given the user has shared posts via the one-click feature, when they view the campaign dashboard, then each shared post is listed with timestamp, platform, and share status updated in real-time.
Custom Invitation Link Generator
"As a campaign manager, I want to create personalized invitation links for each supporter so that I can track who brings in new donors or volunteers and recognize their contributions."
Description

Enable users to generate personalized invitation URLs for supporters, embedding campaign and user identifiers to track referrals and engagement. Each link opens a branded landing page where new supporters can donate or sign up to volunteer. The requirement tracks clicks, sign-ups, and donations per link, feeding real-time metrics into GiveSpark’s analytics. This empowers grassroots teams to measure the ROI of individual outreach methods and reward top referrers through leaderboards.

Acceptance Criteria
Generate Personalized Invitation Link
Given an authenticated user selects “Generate Invitation Link” for a campaign, When the system processes the request, Then a unique URL containing valid campaign and user identifiers is created, formatted correctly, and displayed for copying.
Track Invitation Link Clicks
Given any visitor clicks a generated invitation link, When the link is accessed, Then the system records a click event with timestamp and referral identifiers and redirects the visitor to the branded landing page within 2 seconds.
Capture Sign-ups from Invitation Links
Given a visitor completes the sign-up form on the landing page reached via a referral link, When the form is submitted, Then the visitor’s account is created, the referral is attributed to the correct user and campaign, and the sign-up count for that link increments by one.
Record Donations from Invitation Links
Given a visitor makes a donation through a branded landing page accessed via a referral link, When the donation is processed successfully, Then the donation amount and donor details are recorded against the link’s referral identifier and the donation count and total update in real time.
Display Real-time Link Engagement Metrics
Given the dashboard displays referral metrics, When a user views the analytics panel, Then clicks, sign-ups, and donations for each invitation link appear in real time and the leaderboard correctly ranks top referrers.
Pre-Populated Social Messages
"As a volunteer coordinator, I want messages pre-filled with campaign details and my name so that my posts feel personal and relevant without manual editing."
Description

Automatically generate context-aware social media messages using campaign data and supporter profile information. When a user selects a template, the system populates the message with campaign name, target goals, milestones reached, and the user’s name or organization. This dynamic content increases relevance and personal connection, boosting engagement and share rates. Users can review and adjust the pre-populated message before posting, ensuring accuracy and tone alignment.

Acceptance Criteria
Template Selection Pre-Population
Given a user has selected a social media sharing template for a campaign, when the template loads, then the system auto-fills the message with the campaign name, target goal, latest milestone reached, and the user’s name or organization. Given the campaign data is available, when the template loads, then all placeholders are replaced with accurate values without any blank fields. Given the template selection, when the message is generated, then it appears within 2 seconds.
Dynamic Campaign Data Injection
Given live campaign metrics are available, when generating a pre-populated message, then the message includes the current target goal amount, total raised to date, and the most recent milestone reached. If no milestones have been reached, then the system omits the milestone sentence gracefully. All numeric values are formatted with the correct currency symbol and thousands separators.
User Profile Personalization
Given the user’s profile contains a name or organization, when the message is pre-populated, then it includes a personalized greeting or signature using that name or organization. If the profile lacks a name or organization, then the message defaults to a generic supporter reference (e.g., “A supporter”).
Message Review and Editing
Given a pre-populated message is displayed, when the user reviews it, then they can edit any part of the message inline. As the user types, the character count updates in real time and flags if the message exceeds the selected platform’s limit. When edits are made, then the preview updates immediately to reflect changes.
Cross-Platform Sharing Adaptation
Given the user selects a target social platform (e.g., Twitter, Facebook, LinkedIn), when the message is generated, then platform-specific elements are applied (e.g., hashtags for Twitter, no hashtags for LinkedIn). When a URL is included, then it is automatically shortened according to the platform’s requirements. The preview displays the final formatted message as it will appear on the selected platform.
Share Performance Dashboard
"As a nonprofit leader, I want to view real-time performance metrics for all social shares so that I can refine my outreach strategy and recognize top contributors."
Description

Integrate a real-time analytics dashboard within GiveSpark that displays metrics for all social shares and invitation links. Key performance indicators include click-through rates, conversions (donations/sign-ups), shares per platform, and top-performing templates. Filters allow sorting by date range, campaign, and individual supporter. Visual charts and leaderboards help teams quickly identify successful outreach strategies and high-impact supporters, enabling data-driven decision-making.

Acceptance Criteria
Real-Time Share Metrics Display
Given a user accesses the Social Spark performance dashboard, when the dashboard loads, then the real-time click-through rate, conversions, shares per platform, and top-performing templates are displayed without errors, and data is updated within five seconds.
Date Range Filtering
Given a user selects a custom date range filter, when applied, then all displayed metrics and charts reflect data only within the specified dates, and totals update correctly.
Campaign and Supporter Filters
Given a user filters by campaign or individual supporter, when the filter is applied, then the dashboard displays only metrics for the selected campaign or supporter and updates charts and leaderboards dynamically.
Leaderboard Sorting by Conversions
Given a user views the supporter leaderboard, when sorting by conversions or click-through rate, then supporters are ranked from highest to lowest correctly, and rank numbers adjust accordingly.
Data Export Functionality
Given a user clicks the export icon and selects CSV or JSON format, when confirmed, then the system generates and downloads a file containing the current dashboard view's metrics with complete headers and no missing values.
Multi-Platform Integration
"As a social media specialist, I want to authenticate and post directly to multiple platforms from GiveSpark so that I can manage all campaign shares in one place."
Description

Seamlessly connect GiveSpark with major social media platforms via APIs to enable direct posting from the dashboard. Support authentication for Facebook, Twitter, LinkedIn, and Instagram, handling token refresh and permission scopes. Ensure posts adhere to each platform’s content requirements and rate limits. This integration centralizes social media management in GiveSpark, allowing teams to coordinate multi-channel campaigns without toggling between apps.

Acceptance Criteria
Facebook Authentication Flow
Given a logged-in user When they initiate Facebook integration and authorize permissions Then the system obtains a valid access token with required scopes and stores it securely Given a valid access token When the user views integration settings Then the system displays "Facebook account connected successfully"
Twitter Posting with Character Limit
Given a valid Twitter OAuth token When the user composes a post exceeding 280 characters Then the system displays an error "Message exceeds 280 character limit" and prevents submission Given a valid Twitter OAuth token When the user composes a post within 280 characters Then clicking "Share to Twitter" posts the content to the user’s timeline within 10 seconds
LinkedIn Permissions Verification
Given the user initiates LinkedIn integration When they grant access Then the system verifies the token includes r_liteprofile and w_member_social scopes Given a token missing required scopes When the system detects insufficient permissions Then it displays an error prompting the user to update LinkedIn permissions
Instagram Token Refresh
Given an existing Instagram integration When the access token is due to expire within 24 hours Then the system automatically refreshes the token without user intervention Given the automatic refresh process completes Then the system logs success and maintains integration continuity
Rate Limit Handling Across Platforms
Given the user triggers multiple social posts rapidly When API rate limits are reached Then the system queues additional requests and retries after the platform-specific cooldown period Given posts are queued When the cooldown period ends Then the system automatically sends queued posts and notifies the user of successful delivery

Victory Vault

Unlocks exclusive digital rewards—such as virtual trophies, custom shout-outs, and special content—when teams achieve key fundraising goals, providing tangible incentives that sustain momentum and recognition.

Requirements

Reward Trigger Engine
"As a nonprofit campaign coordinator, I want donations to automatically trigger reward unlocks so that my team stays motivated without extra manual tracking."
Description

Develop a system that automatically unlocks digital rewards when teams reach predefined fundraising milestones. This engine should support configurable thresholds, track team progress in real time, and trigger reward issuance without manual intervention. Integration with the core donation tracker ensures milestones are evaluated continuously. The expected outcome is a seamless, reliable mechanism that drives team motivation by delivering instant recognition when goals are met.

Acceptance Criteria
Milestone Trigger Activation
Given a team’s cumulative donations reach or exceed a configured milestone threshold, when the latest donation is recorded, then the Reward Trigger Engine automatically issues the corresponding digital reward and sends a confirmation notification to the team within 5 seconds.
Configurable Threshold Management
Given an administrator updates fundraising milestone thresholds in the system settings, when the changes are saved, then the Reward Trigger Engine must apply the new thresholds immediately and reflect them in subsequent reward evaluations without requiring a system restart.
Real-Time Progress Accuracy
Given multiple concurrent donations are processed for a team, when the Reward Trigger Engine aggregates totals, then it updates the team’s fundraising progress on the dashboard with less than 1% discrepancy within 3 seconds of each transaction.
Reward Issuance Logging
Given the Reward Trigger Engine issues any digital reward, when the issuance occurs, then an audit log entry is created containing the timestamp, team ID, milestone ID, and reward details, and is stored in the rewards database.
Duplicate Reward Prevention
Given a team has already received a specific milestone reward, when the team’s fundraising total still meets or exceeds that milestone, then the Reward Trigger Engine does not re-issue the same reward and logs an attempted duplicate issuance event for review.
Customizable Reward Library
"As an admin user, I want to configure new digital rewards so that I can keep fundraising incentives relevant and engaging."
Description

Create an interface for administrators to define, upload, and manage a variety of digital rewards including virtual trophies, custom shout-outs, and exclusive content. The library should allow setting reward images, descriptions, unlocking criteria, and expiration rules. Integration with the Reward Trigger Engine ensures that newly defined rewards can be immediately available for unlocking. The feature enhances flexibility and keeps rewards fresh and aligned with campaign themes.

Acceptance Criteria
Adding a New Digital Reward
Given an administrator is on the Customizable Reward Library page When they click “Add Reward” and enter a unique name, description, image, unlocking criteria, and expiration rule Then the new reward appears in the library list with correct details
Editing an Existing Reward
Given an existing reward is displayed in the library When the administrator clicks “Edit,” updates the image, description, or criteria, and saves changes Then the library reflects the updated fields and the previous version is archived
Uploading Reward Media Assets
Given the administrator is adding or editing a reward When they upload an image or media file under 5MB in a supported format (PNG, JPG, GIF) Then the upload succeeds, the file displays correctly, and an error appears for unsupported files
Configuring Unlocking Criteria
Given the administrator is defining a reward When they select fundraising thresholds or volunteer milestones as unlocking criteria Then the reward unlocks automatically when a team meets the specified threshold or milestone
Defining Reward Expiration Rules
Given the administrator sets an expiration date or rule for a reward When the date passes or the rule condition is met Then the reward is removed from the unlockable list and marked expired in the library
Achievement Tracking Dashboard
"As a campaign manager, I want to see my team’s progress toward rewards at a glance so that I can identify where to focus efforts."
Description

Design a dashboard widget that displays current team progress toward all Victory Vault milestones. The dashboard should include progress bars, upcoming reward goals, and historical unlocks. Real-time data visualization and filtering by team, time period, or campaign should be supported. This requirement ensures users have transparent visibility into progress and can strategize effectively.

Acceptance Criteria
Real-Time Progress Update
Given the dashboard is open, when a team’s fundraising total changes, then the corresponding progress bar updates within 5 seconds to reflect the new total.
Filter by Team
Given multiple teams are active, when a user selects a specific team filter, then only milestones and progress for that team are displayed.
Filter by Time Period
Given fundraising data spans multiple time periods, when a user selects a start and end date on the time filter, then the progress bars and upcoming goals reflect data only within that range.
Display Upcoming Rewards
Given defined milestones exist beyond current progress, when the dashboard loads, then the next three upcoming reward goals are listed with target values and dates.
Historical Unlocks Overview
Given the team has already achieved milestones, when a user navigates to the historical unlocks section, then a list of unlocked rewards with dates and milestone details is shown.
Notification & Delivery System
"As a supporter, I want to receive instant notifications when my team unlocks a reward so that I feel acknowledged right away."
Description

Implement a notification subsystem that delivers unlocked rewards to teams and individuals via email and in-app messages. Notifications must be personalized, include the reward details, and link to a reward claim page. The system should handle retries, failures, and tracking of notification status. Expected outcome is timely and reliable delivery of recognition to supporters.

Acceptance Criteria
Team Email Notification Upon Reward Unlock
Given a team unlocks a reward, When the Notification System processes this event, Then an email is sent to the team's registered email with the team name, reward details, and a link to the reward claim page within 2 minutes of unlocking.
Individual In-App Notification Upon Reward Unlock
Given an individual supporter unlocks a reward, When they next access the app or are online, Then an in-app notification appears containing the personalized supporter name, reward details, and a clickable link to the reward claim page that opens within the app.
Retry Logic for Failed Notifications
Given an initial notification attempt (email or in-app) fails due to a transient error, When the system retries, Then it should retry up to 3 times with exponential backoff intervals of 5, 10, and 20 minutes without sending duplicate messages.
Handling of Persistent Notification Failures
Given a notification fails after the maximum retry attempts, When the retry limit is reached, Then the system marks the notification as 'Failed', logs the error code and message, and triggers an alert in the admin dashboard with full failure details.
Notification Status Logging and Tracking
Given any notification event, When it is processed (sent, retried, or failed), Then the system logs the timestamp, recipient, notification type, status, and error details in the audit log, and this data is retrievable via the admin API with a 200 response and JSON payload.
Leaderboard Integration
"As a website visitor, I want to view team reward standings alongside donation totals so that I can see which teams are excelling."
Description

Integrate unlocked rewards into the existing live leaderboard so that teams see both donation totals and reward counts. The leaderboard should visually distinguish teams with recent unlocks and allow sorting by rewards earned. Integration must be performant and real time, updating as soon as rewards are unlocked. This feature fosters healthy competition and public recognition.

Acceptance Criteria
Reward Count Visibility in Leaderboard
Given a team has unlocked at least one reward, when viewing the live leaderboard, then the team’s reward count must be displayed adjacent to their name.
Recent Unlock Highlight
Given a team unlocks a reward, when the leaderboard refreshes, then the team’s row should be visually highlighted for at least 5 seconds.
Leaderboard Sorting by Rewards
Given multiple teams on the leaderboard, when a user selects “Sort by Rewards,” then teams should be ordered descending by reward count, with ties broken by highest donation total.
Real-Time Leaderboard Updates
Given a reward is unlocked, when the server processes the unlock, then the leaderboard must reflect the updated reward count and any highlights within 2 seconds.
Performance under Load
Given 1,000 simultaneous leaderboard viewers, when a reward unlock occurs, then at least 95% of clients should receive the updated leaderboard within 3 seconds without requiring a page reload.

Countdown Dashboard

Displays a visual timeline for each donor’s upcoming anniversary, allowing organizers to quickly identify and prioritize milestone outreach and ensure no celebration is missed.

Requirements

Milestone Calculation Engine
"As a nonprofit organizer, I want the system to calculate each donor’s upcoming donation anniversary so that I can schedule timely milestone outreach."
Description

Develop a backend service that computes each donor’s next anniversary date based on their initial gift date and recurrence rules. This service must query the donor database, calculate upcoming milestone dates in real time, and expose an API for frontend consumption. It ensures accuracy and consistency across the dashboard, enabling reliable countdowns for outreach planning.

Acceptance Criteria
Basic Anniversary Date Calculation
Given a donor has an initial gift date of 2023-08-15 and no specified recurrence exceptions When the Milestone Calculation Engine is invoked for today's date 2025-08-01 Then it calculates the next anniversary date as 2025-08-15 and returns it in ISO 8601 format.
Leap Year Anniversary Handling
Given a donor's initial gift date is 2020-02-29 When the engine processes anniversary dates for non-leap years such as 2023 Then it adjusts the anniversary date to 2023-02-28 and returns it correctly.
API Response Performance
Given a frontend request to the /anniversary endpoint for a list of 500 donors When the Milestone Calculation Engine processes the request Then it returns all next anniversary dates within 200 milliseconds with HTTP status 200 and a JSON payload containing donorId and nextAnniversaryDate.
High-Volume Database Query Efficiency
Given a donor database containing 100,000 records When the engine queries for upcoming anniversaries within the next 30 days Then the database query completes in under 500 milliseconds and returns the correct subset of donor IDs and dates.
Missing Gift Date Error Handling
Given a donor record without an initial gift date When the API endpoint /anniversary/{donorId} is called Then the service responds with HTTP 400 Bad Request and a JSON error message 'Initial gift date missing for donorId: {donorId}'.
Timeline Visualization Component
"As a nonprofit organizer, I want to see a visual timeline of donor anniversaries so that I can quickly identify and prioritize upcoming milestones."
Description

Implement a dynamic visual timeline on the dashboard that displays each donor’s upcoming anniversary as a countdown. Use an interactive charting library to render scalable date markers and tooltips. The component should update in real time, support responsive design, and integrate seamlessly with the Milestone Calculation Engine API.

Acceptance Criteria
Timeline Component Initialization
Given the dashboard is loaded When the Timeline Visualization Component initializes Then it fetches upcoming anniversaries from the Milestone Calculation Engine API within 2 seconds And displays each donor’s countdown markers in chronological order within the visible viewport
Responsive Layout Adaptation
Given the user resizes the browser window to tablet or mobile dimensions When the Timeline Visualization Component renders Then the countdown markers and date labels adjust their positions to fit the viewport without overlap And all timeline elements remain legible and accessible
Real-Time Countdown Update
Given the dashboard remains open across midnight When the system clock advances into the next calendar day Then the countdown values for all donors automatically decrement by one day And new anniversaries appear without requiring a manual page refresh
Interactive Tooltip Display
Given a user hovers over a countdown marker When the hover event is triggered Then a tooltip appears showing the donor’s name, anniversary date, and exact days remaining And the tooltip disappears when the cursor leaves the marker
Error Handling on API Failure
Given the API call to the Milestone Calculation Engine fails When the Timeline Visualization Component cannot retrieve data Then an inline error message “Unable to load timeline. Please retry.” is displayed And clicking the retry button re-attempts the API request
Donor Filtering and Sorting
"As a nonprofit organizer, I want to filter and sort donors by upcoming dates and donation metrics so that I can focus on high-impact outreach targets."
Description

Add controls to filter and sort donors on the countdown dashboard by criteria such as days until anniversary, total donation amount, and donation frequency. Filters should update the visualization instantly and support multi-criteria combinations. This feature helps organizers focus on high-priority supporters and optimize outreach strategies.

Acceptance Criteria
Filter by Days Until Anniversary
Given the organizer is viewing the countdown dashboard When they set a filter for donors with anniversaries within 30 days Then only donors whose next anniversary falls within the next 30 days are displayed instantly
Sort by Total Donation Amount
Given the organizer is on the countdown dashboard When they choose to sort donors by total donation amount in descending order Then the donor list rearranges immediately to show highest contributors first
Filter by Donation Frequency
Given the organizer is on the countdown dashboard When they apply a filter for donors with at least four donations in the past year Then only donors meeting or exceeding that frequency are displayed without reload
Apply Multiple Criteria Simultaneously
Given the organizer has set both days-until-anniversary and total-donation-amount filters When they confirm both filters Then the dashboard updates to show only donors matching both criteria in the correct sorted order
Clear All Filters and Sorting
Given the organizer has applied filters and sorting When they click the “Clear Filters” and “Reset Sort” controls Then all filters and sorting options reset and the full donor list returns to its default state instantly
Automated Reminder Notifications
"As a nonprofit organizer, I want automated reminders for upcoming donor anniversaries so that I never miss sending personalized thank-you messages."
Description

Create a notification subsystem that sends automated email or in-app reminders to organizers ahead of each donor anniversary. Notifications should be configurable by lead time (e.g., 7 days, 3 days) and include personalized donor details. This ensures no milestone is overlooked and streamlines the reminder process.

Acceptance Criteria
Configuring Reminder Lead Times
Given an organizer navigates to the reminder settings page When the organizer selects lead times of 7 days and 3 days Then the system saves these lead time configurations and displays a confirmation message
Sending Personalized Email Reminder
Given a donor anniversary is 7 days away When the notification job runs Then an email is sent to the organizer containing the donor’s name, anniversary date, and total donations formatted in the organizer’s preferred language
Delivering In-App Reminder Notifications
Given a donor anniversary is 3 days away When the organizer logs into the dashboard Then an in-app notification appears in the reminder center including the donor’s name and upcoming anniversary
Preventing Duplicate Reminders
Given lead times of 7 days and 3 days are configured When the system processes reminders for a single anniversary Then it sends exactly one email and one in-app notification per lead time without duplicates
Disabling Reminder Notifications
Given an organizer turns off anniversary reminders When the setting is saved Then no email or in-app reminders are generated for any upcoming donor anniversaries
Donor Profile Integration
"As a nonprofit organizer, I want to click on a timeline event to view the donor’s full profile so that I can tailor my communications effectively."
Description

Enable seamless navigation from the countdown timeline to individual donor profiles. Clicking on a milestone entry should open a detailed view showing the donor’s history, contact information, and previous interactions. This integration supports personalized engagement by providing context for each outreach.

Acceptance Criteria
Accessing Donor Profile from Countdown Timeline
Given the user is viewing the countdown timeline When the user clicks on a donor milestone entry Then the system navigates to the donor’s profile page within 2 seconds and displays the donor’s full name in the header
Displaying Donor Contact Information
Given the donor profile page is open Then the contact information section shows phone number, email, and mailing address formatted correctly and each field can be copied to the clipboard
Viewing Donor Interaction History
Given the donor profile page is open Then a chronological list of previous donations and volunteer activities is visible, sorted by date descending, with each entry showing date, type, and amount or hours
Returning to Countdown Dashboard
Given the donor profile page is open When the user clicks the ‘Back to Timeline’ button Then the system returns to the countdown dashboard at the same scroll position of the previously clicked milestone
Handling Missing Donor Data
Given the donor profile has incomplete data Then the system displays ‘Data not available’ for missing fields and does not crash or show blank placeholders

Milestone Message Wizard

Automates personalized milestone messages by pulling donor data—such as donation history and interests—into customizable templates, saving time and strengthening donor relationships with heartfelt messaging.

Requirements

Template Management
"As a nonprofit administrator, I want to create and manage customizable milestone message templates so that I can efficiently personalize and send heartfelt messages to donors without manual editing."
Description

Enable users to create, edit, and organize multiple milestone message templates with customizable placeholders, formatting options, and rich text support. This functionality ensures that nonprofit leaders can craft on-brand, heartfelt messages tailored to different donor segments and milestones, streamline template maintenance, and maintain consistency across communications within the GiveSpark dashboard.

Acceptance Criteria
Create New Template
Given the user is logged into GiveSpark and on the Template Management page, when they click 'New Template', enter a unique template name (1-100 characters), add at least one placeholder into the body, and click 'Save', then the template is saved, appears in the template list, displays correctly in the preview, and a success message is shown.
Edit Existing Template
Given the user selects an existing template from the list, when they modify the template name or body (including placeholders, formatting), and click 'Save', then the changes are persisted, the updated template displays correctly in the list and preview, and a confirmation message appears.
Organize Templates into Folders
Given the user is on Template Management, when they create a new folder, rename or delete an existing folder, or drag-and-drop templates into folders, then the folder structure reflects these operations, counts of templates per folder update correctly, and no templates are lost or duplicated.
Rich Text Formatting Support
Given the user is editing a template body, when they apply rich text formatting (bold, italic, underline, lists, hyperlinks), then the formatted text renders accurately in both the editor and preview, and the formatting persists after saving the template.
Custom Placeholder Insertion
Given the user is editing a template, when they open the placeholder dropdown, select a placeholder (e.g., {{DonorName}}, {{TotalDonations}}), and insert it at the cursor, then the placeholder is inserted correctly, the preview shows sample data for each placeholder, and saving the template retains the placeholder syntax.
Donor Data Integration
"As a fundraising coordinator, I want the system to import and update donor details automatically so that my milestone messages always include accurate, relevant donor insights without extra work."
Description

Automatically pull and sync comprehensive donor data—including donation history, frequency, total giving amounts, interests, and engagement notes—from the core GiveSpark database into the Milestone Message Wizard. This integration guarantees real-time accuracy in message personalization, reduces manual data entry errors, and ensures that each message reflects the most up-to-date donor information.

Acceptance Criteria
Initial Donor Data Sync
Given a donor exists in the GiveSpark database with donation history, frequency, total giving amount, interests, and engagement notes When the Milestone Message Wizard is launched Then all donor data fields are populated correctly within 5 seconds
Real-Time Donation Update
Given a new donation is recorded in the core database When the user triggers a data refresh in the Milestone Message Wizard Then the updated donation amount and frequency appear in the wizard within 1 minute
Bulk Historical Data Import
Given multiple past donor records exist When the user initiates the historical data import Then all historical donation entries for each donor are retrieved without errors and match source records
Interest Category Mapping
Given donors have interest tags in their profiles When the data sync runs Then each interest tag is correctly mapped to the corresponding template placeholder
Engagement Notes Accuracy
Given engagement notes with timestamps exist in the database When the Milestone Message Wizard displays donor details Then the most recent engagement note and its timestamp are shown accurately
Milestone Detection Engine
"As a nonprofit leader, I want the system to detect when a donor hits specific giving milestones so that I can send prompt, meaningful acknowledgments at the right moment."
Description

Implement a rules-based engine that identifies when a donor reaches predefined milestones (e.g., first gift, cumulative donation thresholds, anniversary dates). The engine should support custom milestone criteria and trigger events in real-time, enabling timely outreach and recognition of donor achievements.

Acceptance Criteria
First Gift Milestone Detection
Given a donor makes and completes their first-ever donation; when the payment is confirmed; then the system logs a 'FirstGift' milestone event including donor ID, donation amount, and timestamp within 60 seconds.
Cumulative Donation Threshold Detection
Given a donor's cumulative giving is below a predefined threshold; when a new donation causes the total to meet or exceed that threshold; then the system detects the threshold crossing, records a 'ThresholdReached' event with the threshold value and donor ID, and triggers only one event per threshold.
Donation Anniversary Detection
Given a donor has made past donations on the same calendar date in previous years; when the current date and time reach the one-year anniversary of their first donation at midnight in the donor’s local timezone; then the system generates an 'AnniversaryMilestone' event for that donor with the original donation date and current timestamp.
Custom Milestone Criteria Trigger
Given an administrator defines a custom milestone rule combining donation totals and volunteer hours; when a donor’s data satisfies all rule conditions for the first time; then the system validates the custom rule logic, records a 'CustomMilestone' event with rule ID and donor details, and prevents duplicate triggers of the same custom milestone.
Real-Time Milestone Event Delivery
Given any milestone detection event is generated; when the event is identified; then the system publishes the event to the message queue within two seconds, logs the delivery status, and ensures no duplicate messages are sent.
Message Personalization Logic
"As a donor relations specialist, I want messages to automatically insert personalized donor information and conditional content so that each communication resonates personally and drives engagement."
Description

Develop dynamic logic to replace template placeholders with donor-specific values—such as name, milestone details, and personalized notes—while applying conditional content blocks (e.g., special offers or volunteer invitations) based on donor profiles. This ensures each message feels authentic and tailored to individual donors, strengthening relationships and encouraging continued engagement.

Acceptance Criteria
Populate Basic Personal Information
Given a donor with a recorded first and last name When the message template is generated Then the donor’s first and last name replace the {{first_name}} and {{last_name}} placeholders
Insert Milestone-specific Details
Given a donor who has reached a specified giving milestone When the milestone message is composed Then the template’s {{milestone_amount}} and {{milestone_date}} placeholders are filled with the correct donation amount and date
Apply Conditional Content Blocks
Given a donor profile qualifying for a special offer or volunteer invitation When the message is generated Then the conditional content block for that offer or invitation is included in the final message
Handle Missing Donor Data Gracefully
Given a donor record that lacks optional fields (e.g., interests or notes) When the template is populated Then any placeholder for missing data is replaced with a default value or omitted without causing errors
Support Bulk Message Generation Performance
Given a batch of at least 1,000 donor milestone messages When the generation process is executed Then all messages are personalized and delivered within 5 minutes without failures
Delivery Scheduling & Tracking
"As a communications manager, I want to schedule and monitor milestone message deliveries so that I can optimize send times and measure the effectiveness of each outreach."
Description

Provide capabilities to schedule automated delivery of milestone messages via email or SMS at optimal times, with built-in tracking for open rates, click-throughs, and response metrics. This requirement ensures messages are sent when they’re most likely to be noticed, and it offers insights into performance to continuously refine outreach strategies.

Acceptance Criteria
Optimal Email Delivery Scheduling
Given a milestone message configured for email delivery with the recipient’s timezone on file, When the scheduled send time enters the system-calculated optimal window (e.g., 9:00–11:00 recipient local time), Then the system queues the email for dispatch to the provider and displays confirmation in the scheduling UI.
Optimal SMS Delivery Scheduling
Given a milestone message configured for SMS delivery with the recipient’s timezone on file, When the scheduled send time enters the system-calculated optimal window (e.g., 10:00–14:00 recipient local time), Then the system queues the SMS for dispatch to the provider and displays confirmation in the scheduling UI.
Email Open and Click Tracking
Given milestone emails have been sent via the wizard, When a recipient opens an email or clicks any tracked link within it, Then the system records the open event within five minutes and logs each click with its link identifier to update the message’s performance metrics.
SMS Response and Link Tracking
Given milestone SMS messages have been sent via the wizard, When a recipient clicks a tracked link in the SMS or replies with any keyword, Then the system logs the click event with timestamp or captures the incoming message content and timestamp, updating the response metrics accordingly.
Delivery Metrics Dashboard Update
Given at least one milestone message has been sent and performance data collected, When a user opens the Delivery Metrics Dashboard, Then the dashboard displays total messages sent, email open rate, click-through rate, and SMS response rate, refreshed in real-time (within one minute of any new event).

Impact Snapshot

Generates a concise report highlighting a donor’s cumulative contributions and community impact, equipping organizers with compelling talking points to celebrate anniversaries and encourage continued support.

Requirements

Contribution Data Aggregation
"As a nonprofit organizer, I want to view a donor’s total contributions in a single, up-to-date view so that I can accurately recognize and celebrate their support."
Description

Collect and consolidate all historical donation records for each individual donor from multiple sources (online forms, event registrations, mail-in gifts) into a unified data model. Ensure real-time synchronization as new contributions are recorded, eliminate duplicates, and support flexible date-range queries. This central aggregation enables accurate reporting of total contributions, reducing manual spreadsheet reconciliation and providing a reliable foundation for the Impact Snapshot feature.

Acceptance Criteria
Real-Time Donation Source Sync
Given a new donation is submitted via any source When the system receives the record Then the donor’s unified profile is created or updated within 2 seconds with correct source attribution
Duplicate Record Elimination
Given multiple records match on donor name, email, and amount When the aggregation process runs Then duplicates are merged into a single record preserving the latest timestamp and all source details
Flexible Date-Range Queries
Given valid start and end dates When an administrator requests a report Then the system returns all donor contributions within the specified range with accurate totals and counts
Donor Profile Consistency
Given varying source updates processed at different times When a user views a donor profile Then the system displays one consolidated view showing the current total contributions and a list of sources without duplicates
Historical Data Aggregation
Given existing donation tables in online, event, and mail systems When the initial aggregation completes Then the unified database contains 100% of all historical records verified against each source’s total
Impact Metric Calculation
"As a nonprofit organizer, I want to see how a donor’s contributions translate into program outcomes so that I can communicate our impact effectively."
Description

Translate aggregated donation data into meaningful community impact metrics by applying configurable formulas (e.g., dollars per beneficiary served, volunteer hours funded). Map monetary contributions to program outcomes, update metrics automatically, and allow administrators to adjust weighting factors. This ensures that each snapshot conveys quantifiable impact, helping organizers demonstrate real-world results backed by data.

Acceptance Criteria
Administrator Configures Impact Formulas
Given an administrator is on the Impact Snapshot settings page When they input or adjust weighting factors for dollars per beneficiary and volunteer hours funded and click Save Then the new formulas are persisted in the system and applied to all subsequent snapshot generations
Automated Metric Calculation on Data Update
Given new donation or volunteer data is recorded in the system When the nightly Impact Snapshot process runs Then the calculated impact metrics reflect the updated data within 5 minutes of data entry
Accurate Mapping of Monetary Contributions to Program Outcomes
Given a donation is tagged to a specific program When the Impact Snapshot report is generated Then the donation amount is multiplied by the configured dollars-per-beneficiary rate and displayed as the correct number of beneficiaries served
Administrator Adjusts Weighting Factors Post-Deployment
Given an administrator modifies the weighting factors after initial setup When they run a manual snapshot preview Then the system recalculates and impact metrics update immediately to reflect the new weighting
Data Validation and Error Handling for Formula Configuration
Given an administrator enters a non-numeric or out-of-range value for a weighting factor When they attempt to save the configuration Then the system displays a validation error message and prevents the changes from being saved
Dynamic Template Rendering
"As a communications lead, I want to generate professionally branded snapshot reports so that I can maintain consistency and professionalism when sharing donor impact."
Description

Provide a library of modular, branded snapshot templates that dynamically populate with donor name, tenure, contribution totals, and impact metrics. Support customization of colors, logos, and layout, and enable responsive rendering for both web and PDF exports. This ensures consistent, visually appealing reports that align with the organization’s brand guidelines.

Acceptance Criteria
Dynamic Data Population in Templates
Given a selected donor and template When generating the impact snapshot Then the donor's name, tenure, contribution totals, and impact metrics appear in the designated template fields without errors.
Brand Customization of Templates
Given custom color, logo, and layout settings are applied When rendering a snapshot Then the preview and export reflect these branding elements exactly as configured.
Responsive Web Rendering Across Devices
Given a rendered snapshot on desktop, tablet, or mobile When viewing the report Then all text, images, charts, and tables adjust responsively without overlap or loss of content.
Consistent PDF Export Formatting
Given a user exports a snapshot to PDF When the PDF is opened Then it matches the web preview's layout, branding, and data, adheres to standard page sizes, and maintains legible fonts and images.
Template Library CRUD Operations
Given an admin user accesses the template library When creating, editing, or deleting a template Then changes are saved, validated, and reflected in the list of available templates for future snapshot generation.
Personalized Actionable Insights
"As a fundraising coordinator, I want personalized insights based on each donor’s history so that I can craft more meaningful and engaging communications."
Description

Leverage donor giving patterns and impact metrics to generate tailored talking points and recommendations using natural language generation. Include highlights such as milestone anniversaries, top-funded programs, and suggested engagement actions. Integrate tone and messaging guidelines to ensure communications resonate with each donor’s history and preferences.

Acceptance Criteria
Milestone Anniversary Recognition
Given a donor with a first donation date >= 1 year ago, when the Impact Snapshot report is generated on their anniversary date, then the generated talking points must include a congratulatory message mentioning the exact anniversary milestone, the total cumulative donation amount, and the donor’s name.
Top-Funded Program Highlight
Given a donor’s contribution history across multiple programs, when the personalized insights are produced, then the system must identify the program with the highest total donations from that donor and include a clear summary of the program’s impact metrics in the talking points.
Personalized Engagement Recommendation
Given analysis of a donor’s giving frequency and average gift size in the past 12 months, when recommendations are generated, then the system must suggest at least one next best action (e.g., make a recurring gift, volunteer, share on social media) that aligns with the donor’s giving pattern.
Donor Communication Tone Alignment
Given the donor’s stated communication preferences and past response data, when drafting the NLG-generated talking points, then the tone (formal, casual, enthusiastic) must match the donor’s preference and follow the established messaging guidelines without manual adjustment.
Comprehensive Insight Generation Performance
Given the request to generate the personalized Impact Snapshot for a donor with up to five years of giving data, when the system processes the data, then the full report including talking points, milestones, program highlights, and recommendations must render within 3 seconds with accuracy > 98%.
Scheduled Snapshot Delivery
"As a donor relations manager, I want to schedule automatic snapshot delivery on donor anniversaries so that I can engage supporters consistently without manual effort."
Description

Enable organizers to schedule automated generation and distribution of Impact Snapshots on key milestones (e.g., annual giving anniversary, campaign completion). Integrate with the platform’s email and notification system to deliver snapshots via email or in-app alerts with customizable send times and frequency. This automation streamlines outreach and ensures timely engagement without manual intervention.

Acceptance Criteria
Annual Giving Milestone Snapshot Delivery
Given an organizer has scheduled a snapshot for a donor’s 1-year giving anniversary at 09:00 AM local time, When the donor’s anniversary arrives, Then the system auto-generates the Impact Snapshot report and delivers it via the organizer’s chosen channel (email or in-app) exactly at 09:00 AM local time.
Campaign Completion Scheduled Dispatch
Given a fundraiser completes a campaign and the organizer sets a snapshot delivery for the campaign end date, When the campaign end date occurs, Then the system generates the Impact Snapshot summarizing campaign metrics and sends it automatically to selected recipients.
Custom Frequency Snapshot Scheduling
Given an organizer configures snapshots to send monthly on the first business day at 08:00 AM, When the next first business day arrives, Then the system generates and dispatches the monthly Impact Snapshot without manual intervention and logs the delivery in scheduling history.
Email vs In-App Delivery Toggle
Given an organizer selects delivery channels for a scheduled snapshot, When the snapshot is generated, Then the system respects the channel toggle settings by sending email notifications to opted-in addresses and in-app alerts to active users.
Time Zone Aware Scheduling
Given organizers across multiple time zones set individual snapshot delivery times, When the scheduled time triggers, Then each delivery occurs according to the user’s specified time zone, ensuring correct local delivery timing.

Omni-Channel Scheduler

Schedules and sends milestone reminders across email, SMS, and social channels, giving organizers flexibility to reach donors on their preferred platform and maximize engagement.

Requirements

Channel Integration Setup
"As a nonprofit organizer, I want to set up and manage my communication channels within GiveSpark so that I can seamlessly send reminders across email, SMS, and social media without juggling separate tools."
Description

Enable administrators to connect and authenticate multiple communication channels (email, SMS, and social media) within GiveSpark. This includes a secure credentials storage system, support for popular email SMTP services, SMS gateways, and OAuth-based social media APIs. The setup wizard should guide users through entering API keys, validating connections, and running test messages to confirm successful integration.

Acceptance Criteria
Email SMTP Service Connection
Given the admin has valid SMTP credentials for a supported email service When they enter these credentials in the setup wizard and submit Then the system securely stores the credentials and verifies the connection by sending a test email to the administrator's address And the admin receives the test email within 2 minutes
SMS Gateway Integration
Given the admin provides valid API key and phone number for a supported SMS gateway When they input the details and request a test SMS Then the system stores the API key securely, sends a test SMS to the provided number And displays a success message confirming receipt
Social Media OAuth Authentication
Given the admin selects a social media platform When they are redirected to the platform's OAuth consent screen and authorize the app Then the system captures and stores the access token securely And displays a confirmation message in the setup wizard
Invalid Credential Handling
Given the admin provides incorrect or expired credentials for any channel When they submit the setup form Then the system rejects the credentials And displays a clear error message indicating the invalid input And does not store the credentials
Credential Encryption and Storage
Given any valid channel credentials are submitted When they are stored in the system Then all credentials are encrypted at rest using AES-256 And only accessible by authorized system components
Message Template Manager
"As a nonprofit organizer, I want to create and customize message templates for each communication channel so that my reminders feel personalized and consistent across platforms."
Description

Provide a centralized template library where users can create, edit, and store customizable reminder templates for each channel. Features include dynamic personalization tokens (e.g., donor name, milestone date), preview modes for each delivery channel, A/B test configuration, and version history. Templates should be reusable across campaigns and easily cloned for new reminders.

Acceptance Criteria
New Template Creation
Given the user clicks “Create Template”, enters a valid name, selects a channel, adds at least one dynamic token, and clicks “Save”, then the system saves the template, displays it in the library, and shows the correct name, channel tag, and token placeholders.
Template Editing and Version History
Given the user edits an existing template and clicks “Save”, then the system creates a new version, increments the version number, preserves the original version in history, and displays a success confirmation.
Multi-Channel Preview Mode
Given the user selects “Preview” for a template, chooses email, SMS or social channel, and provides sample data, then the system renders a preview showing tokens replaced with sample data in the correct format for the selected channel.
A/B Test Configuration
Given the user configures A/B testing by selecting two template variants, setting distribution percentages, naming the test, and clicking “Start Test”, then the system saves the test configuration, displays test details with variant metrics placeholders, and locks test parameters.
Template Cloning for New Campaign
Given the user selects “Clone” on an existing template, enters a new name and selects a target campaign, then the system duplicates the template content and tokens, assigns the new name, associates it with the chosen campaign, and adds it to the library.
Omni-Channel Scheduling Interface
"As a nonprofit organizer, I want an intuitive scheduling interface to plan milestone reminders across email, SMS, and social channels so that I can efficiently coordinate my outreach."
Description

Develop an intuitive scheduler UI that allows users to plan and configure milestone reminders. The interface should support selecting multiple channels for each reminder, setting send dates and times (with timezone support), recurring schedules, and one-off blasts. Users should be able to view a calendar or timeline of upcoming sends across all channels in a unified view.

Acceptance Criteria
Selecting Multiple Channels for a Reminder
Given the user is on the scheduler interface When they select a milestone reminder Then they can choose one or more channels (email, SMS, social) and the selected channels are visibly listed without errors
Configuring Send Date, Time, and Timezone
Given the user configures a send date, time, and timezone When they save the reminder Then the system stores the correct UTC timestamp and displays the local send time in the user’s timezone
Setting a Recurring Schedule for Milestone Reminders
Given the user opts for a recurring reminder When they define frequency, start date, end date, and send time Then the system generates and lists all occurrences correctly according to the chosen pattern
Scheduling a One-Off Blast Across Channels
Given the user selects a one-off reminder When they set the send details and channels Then the system schedules a single send event and marks it as non-recurring
Viewing Upcoming Sends in Unified Calendar View
Given the user opens the calendar or timeline view When reminders exist across multiple channels Then the interface displays all upcoming sends sorted by date and time with channel indicators
Channel Preference Targeting
"As a nonprofit organizer, I want to target donors based on their preferred communication channel so that reminders are delivered in the most effective way."
Description

Implement donor segmentation based on their preferred communication channels. The system should allow importing or capturing channel preferences, automatically route reminders to the donor’s top channels, and provide manual override options. Preference data should sync with donor profiles and be factored into scheduling rules to maximize engagement.

Acceptance Criteria
Import Channel Preferences from CSV
Given an admin uploads a CSV file with donor IDs and channel preferences When the file is validated Then all valid preferences are imported into the system and invalid rows are reported with error details and the import summary shows success and failure counts
Route Reminders Based on Donor Preferences
Given a scheduled milestone reminder When the system executes the send job Then the reminder is delivered only via each donor’s top two preferred channels and the chosen channels are recorded in the reminder log
Manual Override of Auto-Routed Channels
Given a donor profile with existing channel preferences When an organizer manually selects alternative channels for a reminder Then the system sends the reminder via the manually selected channels and stores an override flag on the reminder record
Real-Time Preference Sync with Donor Profiles
Given a donor updates their channel preferences on their profile page When the update is saved Then the new preferences are immediately reflected in the donor profile and used for any reminders scheduled thereafter
Scheduling Rules Respect Channel Preferences
Given multiple scheduling rules apply to a donor When the system evaluates reminder triggers Then it applies channel preference rules before other rules, sending reminders only via preferred channels and logging rule precedence
Delivery and Engagement Analytics
"As a nonprofit manager, I want to view analytics on reminder delivery and engagement by channel so that I can measure effectiveness and optimize future outreach."
Description

Build a reporting dashboard that tracks delivery metrics (sent, delivered, bounced), open rates, click-through rates, SMS reply rates, and social interactions for each reminder. Provide channel-wise breakdowns, time-series graphs, and comparative performance insights. Enable exporting analytics data for deeper analysis and integrate with GiveSpark’s overall donor engagement metrics.

Acceptance Criteria
Channel Delivery Metrics Breakdown
Given the user navigates to the Delivery Analytics dashboard for a specific reminder When the data loads Then the UI displays a table listing Sent, Delivered, and Bounced counts for Email, SMS, and Social channels And all values match the underlying data source with 100% accuracy And columns can be sorted and filtered by channel and metric
SMS Reply Rate Tracking
Given the user selects the SMS channel view When the data is retrieved Then the dashboard shows total messages sent and SMS reply rate percentage And clicking on the reply rate opens a detailed list of replies with timestamps and sender info And reply rate is calculated as (number of SMS replies / number of SMS sent) * 100 and matches backend records
Social Interaction Analytics
Given the user selects the Social channel view When the analytics are loaded Then the dashboard displays counts of likes, shares, and comments per reminder And metrics update in real-time or within 1 minute of social platform sync And interaction types can be toggled on or off in the chart
Time-Series Performance Trends
Given the user selects a time range filter on the dashboard When the filter is applied Then the time-series graph updates to show daily open, click-through, and reply rates over the selected period And hovering over a data point reveals exact metric values and date And graph renders within 2 seconds of selection
Comparative Channel Performance Insights
Given the user opts for comparative view When two or more channels are selected Then a side-by-side bar chart displays open rates, click-through rates, and reply rates for each channel And both percentages and absolute counts are visible And the user can switch between metrics with a dropdown
Exporting Analytics Data
Given the user clicks on the Export button for a reminder's analytics When the export dialog appears Then the user can choose CSV or XLSX format And exported file contains columns: Channel, Metric, Count, Rate, Timestamp And file downloads successfully within 5 seconds
Integration with Overall Donor Engagement Metrics
Given the user views the master Donor Engagement dashboard When the reminder analytics panel is displayed Then it aggregates delivery and engagement metrics from individual reminders into the Engagement Score And the aggregated values match those shown on the Delivery Analytics dashboard And any discrepancy is within 0.5%

Recognition Amplifier

Automatically publishes milestone celebrations—such as badges or thank-you posts—to public leaderboards or social feeds, boosting donor visibility, fostering a sense of community, and inspiring others to give.

Requirements

Badge Generation Engine
"As a nonprofit leader, I want the system to automatically create milestone badges for donors so that I can recognize supporter achievements without manual effort."
Description

Automatically generate digital badges for donors when they reach predefined donation milestones, ensuring each badge is unique, visually consistent with branding, and stored for seamless retrieval and display on public leaderboards and social feeds.

Acceptance Criteria
Donor Achieves First Donation Milestone
Given a donor’s total donations reach the predefined first milestone threshold, when the donation transaction is confirmed, then the system generates a unique digital badge with the correct milestone tier and saves it in the badge repository.
Donor Views Earned Badges
Given a donor is logged in, when they navigate to their profile’s badge gallery, then all earned badges display with the correct image, milestone name, and date earned.
Badge Design Adheres to Branding Guidelines
Given a badge is generated, when it is rendered for display, then the badge’s colors, typography, and logos conform to the established branding specifications with no deviations.
Badge Stored and Retrieved Successfully
Given a badge is generated, when it is requested via the badge retrieval API, then the badge returns within 200ms with the correct image file and metadata.
Badge Appears on Public Leaderboard
Given a donor has earned a new badge, when the public leaderboard loads, then the donor’s badge displays next to their name in the correct position reflecting their milestone level.
Badge Shared Correctly to Social Feed
Given a donor chooses to share a badge, when the share action is executed, then the badge image and accompanying milestone description post to the selected social media platform with a valid link back to the campaign page.
Leaderboard Display Module
"As a donor, I want to see a live leaderboard of top contributors so that I feel motivated to increase my own impact."
Description

Provide a dynamic public leaderboard that updates in real time, showcasing donor achievements and badges, supports filtering by timeframe and campaign, and embeds seamlessly within the GiveSpark dashboard and external websites via an embeddable widget.

Acceptance Criteria
Live Donation Event Display Update
Given a live donation is received, When the leaderboard is viewed by any user, Then the donation and corresponding donor badge update on the leaderboard within two seconds; And the leaderboard animation smoothly highlights the new position without noticeable lag.
Timeframe Filter Application
Given a user selects a specific timeframe (e.g., Today, This Week, This Month), When the leaderboard is refreshed, Then only donations and badges from the selected timeframe are displayed; And the leaderboard header clearly indicates the active timeframe filter.
Campaign-Specific Leaderboard View
Given a user filters by campaign, When the leaderboard loads, Then only donors associated with the selected campaign appear; And the total donation amounts reflect campaign-specific contributions exclusively.
External Website Embedding
Given an external website administrator installs the embeddable widget code, When the page is loaded, Then the leaderboard renders correctly within the host site’s layout; And all interactive features (filters, real-time updates) function identically to the dashboard version.
Badge Rendering Accuracy
Given a donor has earned multiple badges, When the leaderboard is displayed, Then all earned badges appear next to the donor’s name in the correct order; And each badge icon matches its design specifications in size, color, and tooltip information.
Responsive Display Consistency
Given the leaderboard is accessed on various devices (desktop, tablet, mobile), When the screen size changes, Then the leaderboard layout adapts responsively without content overlap; And all functionality (filters, scrolling) remains fully accessible and readable.
Social Feed Integration
"As a nonprofit marketer, I want to automatically share donor milestones on social media so that I can boost public awareness and encourage more donations."
Description

Enable automatic posting of milestone celebrations and badge awards to configured social media channels (e.g., Twitter, Facebook, Instagram) with customizable messaging and images, using secure API integrations to amplify donor visibility and engagement.

Acceptance Criteria
Social Media Channel Configuration
Given the user is on the integration settings page with valid administrative access When the user enters valid API credentials for a social media account and selects desired channels Then the system successfully validates the credentials, saves the configuration, and displays each channel as 'Connected'
Badge Celebration Post on Twitter
Given a donor reaches a predefined milestone and is awarded a badge When the milestone event is triggered in the system Then within 1 minute a tweet is posted to the configured Twitter account containing the badge image and a message including the donor’s name and milestone achieved
Custom Messaging and Image Templates
Given the user uploads a custom image and sets a message template with placeholders on the integrations page When any milestone celebration is published Then the system replaces placeholders with actual values, attaches the custom image, and publishes the post using the configured template
Posting to Multiple Channels
Given the user has connected multiple social media accounts When a milestone celebration is triggered Then the system publishes the same customized post to all configured channels within 2 minutes of the event
Retry Mechanism on Post Failure
Given the system attempts to post to a social media API and receives an error response When the initial post fails Then the system retries up to three times with exponential backoff and logs each attempt; if all retries fail, the system alerts the user of the failure via email
Badge Customization Interface
"As a campaign manager, I want to customize badge designs and milestones so that the recognition aligns with our organization's branding and goals."
Description

Offer an intuitive interface within GiveSpark for administrators to design, preview, and configure badge styles, colors, and milestone thresholds, with drag-and-drop capability and real-time updates to ensure branding consistency and flexibility.

Acceptance Criteria
Design Badge Template
Given an admin is on the Badge Customization Interface, when they select a new badge template, then the interface displays editable elements with drag-and-drop handles. Given the admin drags an element into the canvas, then it snaps to a grid and is clearly visible. Given the admin selects a badge shape, then the available shapes list updates in the preview pane.
Preview Badge Customization
Given the admin updates a badge color or style, when they click preview, then the preview pane reflects the changes within 1 second. Given the admin customizes multiple elements, when they toggle real-time updates, then the preview pane automatically updates without manual refresh. Given the admin views the preview on multiple screen sizes, then the preview pane adjusts responsively to each resolution.
Configure Milestone Thresholds
Given the admin defines a milestone threshold value, when they input a numeric value and click save, then the threshold is validated against min=1 and max=1000 and a confirmation message appears. Given the admin sets multiple threshold tiers, then each tier displays correctly in the configuration list with its numeric value and associated badge. Given the admin tries to input a non-numeric or out-of-range value, then the interface displays an inline error message preventing save.
Adjust Badge Colors and Styles
Given the admin selects a color picker, when they choose a HEX code or pre-defined swatch, then the badge border and background update accordingly. Given the admin adjusts font style settings, when they select font size, typeface, and weight, then these changes reflect on the badge preview. Given the admin resets colors and styles, when they click the default button, then all customizations revert to the system default values.
Drag-and-Drop Badge Elements
Given the admin drags an icon onto the badge canvas, when they release the mouse, then the icon stays at the dropped location and is editable. Given the admin repositions text on the canvas, when they drag-and-drop, then the text aligns to the nearest grid line. Given the admin arranges multiple elements, when they group them, then the group can be moved and resized as a unit.
Privacy Compliance Controls
"As a privacy officer, I want donors to choose whether their information is displayed publicly so that we comply with privacy regulations and respect supporter preferences."
Description

Implement opt-in and opt-out settings for donors to control public display of their names and achievements, and ensure compliance with data protection regulations by providing consent tracking, anonymization options, and audit logs.

Acceptance Criteria
Donor Opt-In Public Display
Given a donor is on their profile settings page, when they enable the Public Display option and save, then their name and achievement badges appear on the public leaderboard within 1 minute.
Donor Opt-Out Public Display
Given a donor previously opted in, when they disable the Public Display option and save, then all instances of their name and achievements are removed or replaced with “Anonymous” on public leaderboards and social feeds within 5 minutes.
Consent Audit Log Entry
Given a donor changes their display preference, when the change is saved, then an immutable audit log entry is created capturing donor ID, timestamp, previous consent status, and new consent status.
Automatic Data Anonymization
Given a donor opts out or revokes consent, when the system processes future badge or post publications, then the donor’s name is replaced with “Anonymous” and no personal identifiers are included.
GDPR Data Export Request
Given a donor submits a data export request, when the request is confirmed, then the system generates and delivers a CSV file containing their personal data, consent history, and anonymization actions within 24 hours.

ShareSpark Templates

Provides a library of professionally designed, customizable peer-to-peer campaign page templates, enabling organizers and supporters to launch attractive, high-converting fundraising pages in minutes without design expertise.

Requirements

Template Library Interface
"As a campaign organizer, I want to browse and filter a variety of peer-to-peer fundraising templates so that I can quickly find and select a design that fits my campaign objectives without needing design expertise."
Description

Provide an intuitive, searchable library of professionally designed campaign templates categorized by theme, goal, and popularity, allowing users to filter, sort, and preview thumbnail views before selection. The interface should integrate seamlessly with GiveSpark’s dashboard, highlighting template details and usage tips to guide users toward high-converting designs.

Acceptance Criteria
Filtering and Sorting Templates
Given the user is on the template library page and applies a theme filter 'Healthcare' When the filter is applied Then only templates tagged with 'Healthcare' are displayed; Given the user sorts by popularity descending When the sort is applied Then templates are ordered from highest to lowest popularity
Template Thumbnail Preview
Given the user hovers over or clicks a template thumbnail When the action is performed Then a larger preview view appears within 2 seconds displaying sample title, description, and main image
Selecting and Applying a Template
Given the user identifies a desired template thumbnail When the user clicks 'Select Template' Then the chosen template is loaded into the campaign creation workflow and the user is navigated to the customization step
Viewing Template Details and Tips
Given the user is viewing a template preview When the user clicks 'View Details' Then a details panel displays the template theme, fundraising goal, popularity metrics, and at least three usage tips
Responsive Design on Different Devices
Given the user accesses the template library on a mobile device When the page loads Then template thumbnails and filters adjust responsively without horizontal scrolling, and filters and sort options are accessible via a collapsible menu
Template Customization Editor
"As a supporter launching a fundraiser, I want to easily customize my campaign page’s look and feel so that it matches my personal style and campaign message without any coding."
Description

Implement a WYSIWYG editor enabling users to customize selected templates through drag-and-drop components, color and font palettes, image uploads, and editable text placeholders. Changes must update in real time, preserve brand consistency settings, and integrate with GiveSpark’s existing data fields for dynamic content (e.g., fundraiser name, goal amount).

Acceptance Criteria
Drag-and-Drop Component Placement
Given a user drags a component from the sidebar into the template canvas, when the user drops the component, then the component is added at the correct location, snaps to grid guidelines, and becomes selectable for further edits.
Real-Time Preview Updates
Given a user modifies a component’s properties (e.g., text or image), when the change is made, then the live preview updates within 500ms without requiring a page reload.
Brand Consistency Enforcement
Given brand guidelines are set, when a user attempts to select a color or font outside the approved palette, then the selection is blocked and a tooltip explains the restriction.
Dynamic Content Integration
Given a template placeholder for dynamic fields (e.g., fundraiser name, goal amount), when the user previews or publishes the page, then the placeholder populates with the correct data from GiveSpark’s database.
Image Upload and Management
Given a user uploads an image file, when the upload completes, then the image displays in the editor, respects max file size (5MB), auto-crops to fit component aspect ratios, and is saved to the media library.
Color and Font Palette Application
Given the brand palette is defined, when the user opens the color or font selector, then only approved options are displayed and selection applies instantly to the component.
Mobile-Responsive Rendering
"As a donor browsing fundraising pages on my phone, I want the templates to display correctly on my device so that I can easily read content and make donations without layout issues."
Description

Ensure all templates automatically adapt their layout, typography, and interactive elements for optimal display on mobile devices and tablets. Include built-in responsive breakpoints and touch-friendly controls, with a preview toggle to view and adjust design elements specifically for different screen sizes.

Acceptance Criteria
Mobile Layout Adapts on Smartphone Portrait Mode
Given a user views a template on a smartphone in portrait orientation When the page loads Then the layout collapses to a single column The body text scales to 16px and headings to 24px Images resize to fit screen width without distortion and touch targets are at least 44x44px
Tablet Landscape Design Preview
Given a user selects the tablet landscape option in the preview toggle When the preview renders Then a two-column layout is displayed Text reflows without horizontal scrolling Interactive elements remain within touch-friendly dimensions
Touch-Friendly Navigation on Mobile
Given a user taps on buttons or links on a mobile device When interacting with any interactive element Then each element must have a minimum touch area of 44x44px and at least 8px spacing between adjacent elements
Responsive Breakpoints Activation
Given the viewport width changes across defined breakpoints (≤480px, 481–768px, ≥769px) When the user resizes the browser or device orientation changes Then the template must apply the correct layout, font sizes, and control styles for each breakpoint without layout shifts
Preview Toggle Device Switching
Given a user toggles between mobile, tablet, and desktop modes using the preview switch When a new mode is selected Then the preview canvas updates instantly to the selected device resolution with no visual glitches or delay
Template Preview and Publication
"As a fundraiser, I want to preview my campaign page and then publish it with a single click so that I’m confident it’s ready to share with supporters."
Description

Provide a one-click preview mode that renders the fully customized campaign page in a live-like environment, allowing users to interact, test donation flows, and review volunteer signup forms. Include a publish action that assigns a unique URL, pushes the page live, and updates GiveSpark’s dashboard with tracking and share links.

Acceptance Criteria
Launching Preview Mode
Given a user has customized a campaign page, When they click the Preview button, Then the fully customized page loads in a live-like environment within 3 seconds, displaying all custom images, text, and layout, and interactive donation and volunteer signup forms function as expected.
Testing Donation Flow in Preview
Given the user is in preview mode, when they submit a test donation using mock payment details, then the system displays a donation confirmation modal and records a test transaction in the dashboard without initiating real payment processing.
Validating Volunteer Signup Form
Given the user interacts with volunteer signup form fields in preview mode, when required fields are left empty or contain invalid input, then inline validation messages are displayed and form submission is prevented until all fields are valid.
Publishing Campaign Page
Given the user has reviewed the preview and clicks the Publish button, when they confirm the action, then the system assigns a unique campaign URL, pushes the page live, and displays the URL along with share and tracking links.
Updating Dashboard After Publication
Given a new campaign page is published, when the publication completes, then the GiveSpark dashboard updates within 5 seconds to include the campaign with live status, unique URL, and initial share/tracking link metrics set to zero.
Template Usage Analytics Integration
"As a nonprofit leader, I want to see how different templates perform so that I can choose the most effective designs for future peer-to-peer campaigns."
Description

Capture and display performance metrics for each template, including page views, donation conversions, average donation amount, and volunteer signups. Integrate these analytics into the GiveSpark dashboard to help users compare template effectiveness and optimize their campaign designs over time.

Acceptance Criteria
Viewing Template Performance Metrics
Given a user is on the GiveSpark dashboard and selects a specific campaign template, When the analytics panel loads, Then the system displays page views, donation conversion count, average donation amount, and volunteer signup count for that template.
Comparing Templates by Conversion Rate
Given multiple peer-to-peer campaign templates are active, When the user switches to the 'Compare Templates' view, Then each template is listed with its donation conversion rate and sorted by highest to lowest rate, and the percentage difference between templates is shown.
Analyzing Average Donation Amount per Template
Given donation transactions exist for a template, When the user filters analytics to 'Average Donation Amount,' Then the system calculates and displays (total donation sum ÷ number of donations) rounded to two decimal places for that template.
Monitoring Volunteer Signups from Templates
Given volunteer signups are tracked through template pages, When the user selects a template and views the 'Volunteer Signups' metric, Then the dashboard shows the total number of signups and updates in real time as new signups occur.
Historical Trend Analysis of Template Usage
Given at least thirty days of analytics data are available, When the user chooses a date range on the analytics timeline, Then the dashboard renders a line chart showing daily page views, conversions, average donation amount, and volunteer signups for the selected templates over that period.

Referral Relay

Empowers supporters to recruit friends through unique referral links, automatically tracking conversions and rewarding top referrers, expanding campaign reach and driving exponential donor growth.

Requirements

Referral Link Generation
"As a campaign organizer, I want supporters to have unique referral links so that I can accurately track which supporters bring in new donors."
Description

Automatically generate unique, shareable referral URLs for each supporter, enabling precise attribution of new sign-ups and donations. The system should integrate with supporter profiles, produce both text links and QR codes, and allow customization of link appearance. It must ensure scalability to handle large numbers of requests, maintain link persistence, and prevent duplication. Expected outcomes include increased referral participation and accurate tracking of supporter-driven growth.

Acceptance Criteria
Referral Link Creation from Dashboard
Given a logged-in supporter on their dashboard When they navigate to the Referral Relay section Then a unique, shareable referral URL is generated within 2 seconds And the URL is displayed and correctly tied to the supporter’s profile
Referral Link Appearance Customization
Given a supporter editing their referral settings When they select a custom alias or adjust link parameters Then the system validates input, previews the customized link format, and saves changes And the customized link persists after page reload
QR Code Generation for Referral Links
Given a generated referral URL When the supporter requests a QR code Then the system generates a high-resolution QR code linking to the URL And the QR code is downloadable in PNG format
Referral Link Uniqueness Validation
Given multiple requests for referral link generation by the same supporter When the supporter attempts to regenerate a link Then the system returns the existing URL rather than creating duplicates And no two supporters receive the same referral link
High-Volume Referral Link Generation Performance
Given a surge of 1,000 simultaneous referral link requests When the system processes these requests Then 99% of URLs are generated within 3 seconds And no link failures or duplicates occur under load
Conversion Tracking
"As a nonprofit leader, I want to see how many supporters I acquire through each referral link so that I can measure campaign effectiveness."
Description

Implement real-time tracking of referral link clicks, sign-ups, and donations, capturing metrics such as click-through rate, conversion rate, and donation amount per referrer. Data should flow into the central dashboard via secure APIs, supporting aggregation, filtering by campaign, and time-series analysis. This feature ensures visibility into campaign performance and attribution of donations to individual referrers.

Acceptance Criteria
Real-Time Click Tracking
Given a supporter clicks a unique referral link, when the click occurs, then the system logs the click event and updates the referrer’s click count in the dashboard within 5 seconds.
Sign-Up Attribution
Given a new user clicks a referral link and completes the sign-up form, when the sign-up is successful, then the system attributes the new account to the referrer and displays the conversion in the dashboard’s sign-up metrics.
Donation Attribution
Given a supporter uses a referral link and makes a donation, when the payment is confirmed, then the system assigns the donation amount to the correct referrer and updates the referrer’s donation total and conversion rate.
Dashboard Data Aggregation
Given multiple referral conversions across different campaigns and time ranges, when a user filters data by campaign or date range, then the dashboard accurately aggregates and displays click-through rate, conversion rate, and total donation amount per referrer.
Secure API Data Transfer
Given referral conversion data is transmitted via API, when data flows from the referral tracking service to the central dashboard, then all requests and responses use TLS 1.2+ encryption and include authentication tokens to ensure data integrity and security.
Referrer Dashboard
"As a supporter, I want to track my referral performance in real time so that I can see my impact and compete with friends."
Description

Provide supporters with a personalized dashboard where they can view their referral performance, including number of clicks, sign-ups, total donations referred, and ranking among peers. The dashboard should feature visual charts, live leaderboard integration, and social sharing buttons. This empowers supporters with actionable insights and motivates healthy competition.

Acceptance Criteria
Referral Performance Overview Display
Given a logged-in supporter navigates to the Referrer Dashboard, When the dashboard loads, Then total referral clicks, total sign-ups, and total donations referred are displayed in distinct summary cards.
Detailed Referral Metrics Chart Visualization
Given the supporter switches to the metrics tab and selects a date range, When the date range is applied, Then a line chart accurately plots daily referral clicks, sign-ups, and donation amounts corresponding to each date in the range.
Live Leaderboard Ranking
Given the supporter views the leaderboard section, When the leaderboard data is fetched in real time, Then the top 10 referrers are displayed in descending order with rank, supporter name, and total referrals, and the current supporter’s rank is highlighted.
Social Sharing of Referral Link
Given the supporter clicks the social sharing button, When the social media dialog appears, Then the unique referral link is pre-populated, a default message is included, and the link can be posted or sent directly.
Real-time Dashboard Data Refresh
Given the supporter keeps the dashboard open, When new referral activity (clicks, sign-ups, or donations) occurs, Then the dashboard data auto-refreshes within 5 seconds without requiring a manual page reload.
Reward Distribution System
"As an administrator, I want automatic distribution of rewards when supporters hit referral milestones so that I can recognize and retain top advocates."
Description

Develop a flexible rewards engine that automates issuance of incentives—such as badges, discount codes, or thank-you messages—based on configurable referral milestones. The system should support tiered rewards, email delivery, and manual override by administrators. It must maintain a reward log and integrate with the CRM to update supporter records.

Acceptance Criteria
Badge Issuance at Referral Milestone
Given a supporter reaches a configured referral milestone When the milestone threshold is met Then the system automatically issues the correct badge to the supporter’s profile within 1 minute
Automated Discount Code Delivery
Given a supporter qualifies for a discount reward When the milestone is reached Then an email containing a unique, valid discount code is sent to the supporter’s registered email address within 5 minutes
Manual Reward Override by Admin
Given an administrator selects a supporter’s reward record When the admin applies a manual override Then the system replaces the existing reward with the admin-specified reward and logs the override action with admin ID and timestamp
Reward Log Accuracy
Given any reward issuance event When a reward is granted Then the system logs the event with supporter ID, reward type, issuance method (automatic or manual), and timestamp in the reward log
CRM Record Update on Reward Issuance
Given a reward is issued to a supporter When the reward is logged Then the supporter’s CRM record is updated in real time with the reward details including type, date issued, and referral milestone achieved
Referral Notifications and Alerts
"As a supporter, I want to receive notifications when my referrals succeed so that I feel motivated to keep sharing."
Description

Set up automated email and in-app notifications to inform supporters when someone uses their referral link, when they reach key milestones, and when they move up the leaderboard. Notifications should be templated, personalized, and scheduled to optimize engagement without spamming. This feature keeps supporters engaged and encourages continued referral activity.

Acceptance Criteria
Referral Link Conversion Notification Sent
Given a supporter has a unique referral link When a new donor registers using that link Then an in-app notification and an email are sent to the supporter within 5 minutes, including the new donor's name, date of referral, and a personalized thank-you message.
Milestone Achievement Notification
Given a supporter’s referral count reaches a milestone threshold (5, 10, or 20) When the milestone is achieved Then a congratulatory notification is sent immediately via email and in-app, using the appropriate template and including the milestone number and any unlocked reward details.
Leaderboard Advancement Alert
Given the system recalculates the referral leaderboard every hour When a supporter’s rank improves by at least one position compared to the previous leaderboard Then an alert is sent within 1 hour via both email and in-app, indicating the new rank and the change from the previous position.
Notification Frequency and Throttle
Given multiple referral events occur in a 24-hour period When the number of notifications for a supporter exceeds three Then the system batches subsequent notifications into a single daily summary or defers them to the next day to prevent spamming.
Personalized Notification Template Rendering
Given the notification engine populates templates with user data When generating an email or in-app message Then each notification includes the supporter’s first name, current referral count, and uses default placeholders for any missing data, with all dynamic fields correctly rendered.

Milestone Shoutouts

Automatically generates and shares celebratory posts on social media and campaign pages when supporters or teams hit fundraising milestones, boosting visibility, recognition, and motivation.

Requirements

Automatic Milestone Detection
"As a nonprofit campaign manager, I want the system to automatically detect when supporters reach fundraising milestones so that I can celebrate successes and motivate further engagement without manual tracking."
Description

The system must automatically monitor donation and volunteer totals, detect when predefined milestones (e.g., $1,000 raised, 100 hours volunteered) are reached for supporters, teams, or campaigns, trigger the Milestone Shoutouts workflow, ensure accurate milestone recognition in real-time, and support custom milestone thresholds per campaign. This enables timely celebratory posts and boosts motivation and engagement.

Acceptance Criteria
Supporter Reaches Default Donation Milestone
Given a supporter’s cumulative donations reach the default milestone ($1,000), when the transaction is recorded, then the system triggers the Milestone Shoutouts workflow within 1 minute.
Team Achieves Custom Volunteer Hours Threshold
Given a team has a custom volunteer hour threshold set (e.g., 100 hours), when the team’s cumulative logged hours meet or exceed this threshold, then the system generates and posts a celebratory shoutout to social media and the campaign page within 2 minutes.
Campaign Exceeds Custom Donation Milestone
Given a campaign administrator defines custom donation milestones, when the campaign’s total donations reach a defined custom threshold, then the system automatically detects the milestone and posts a shoutout with campaign details and milestone amount.
Simultaneous Multiple Milestone Achievement
Given multiple supporters or teams reach their respective milestones concurrently, when multiple triggers occur, then the system processes each milestone independently, ensuring separate shoutouts are generated without omission or duplication.
Real-Time Detection Under High Load
Given system load exceeds 1,000 donation or volunteer events per minute, when milestones are reached, then the Milestone Shoutouts workflow still triggers within the specified SLA (1–2 minutes) and maintains 99% accuracy.
Social Media API Integration
"As a nonprofit leader, I want to link my organization's social media accounts so that Milestone Shoutouts can be automatically posted to our official channels without manual intervention."
Description

Enable secure OAuth-based connections to major social media platforms (Facebook, Twitter, Instagram, LinkedIn), manage access tokens, handle rate limits, publish posts via each platform's API, support multiple accounts, and provide fallback logging for failed posts. Integrates smoothly with existing user settings and privacy preferences, ensuring seamless posting experiences.

Acceptance Criteria
User Connects New Social Account
Given a logged-in user on the settings page When the user selects 'Add Social Account' and chooses a platform Then an OAuth flow is initiated and the user is prompted to authorize GiveSpark with the required permissions And upon successful authorization, the account appears in the user's connected accounts list with status 'Active'
Posting Milestone Shoutout Success
Given a fundraiser hits a predefined milestone When the system schedules a celebratory post Then the post is published to each connected social account using the respective API And the system logs a success entry with post ID, timestamp, and platform details
Token Expiration Handling
Given an expired access token When the system attempts to publish a post Then the system automatically uses the refresh token to obtain a new access token And retries the post publication without requiring user intervention
Rate Limit Exceeded Fallback
Given a social platform API rate limit response When the system receives a rate limit error Then the system logs the failure with error details And queues the post for retry after the platform’s reset period
Multiple Accounts Management
Given a user has connected multiple accounts on the same platform When the user selects platforms for a milestone shoutout Then each selected account receives a separate post And the system verifies delivery status for each post independently
Customizable Post Templates
"As a campaign coordinator, I want to customize the content and design of milestone posts so that each shoutout reflects our brand identity and celebrates supporters personally."
Description

Provide a flexible template editor allowing users to define message structure, incorporate dynamic placeholders (e.g., supporter name, amount raised, milestone title), choose images or branded banners, customize hashtags, and preview posts before scheduling. Ensures each shoutout aligns with brand guidelines and resonates with supporters.

Acceptance Criteria
Editor Load and Template Selection
Given the user accesses the template editor When the page loads Then the system displays a list of existing templates and a clear option to create a new template
Dynamic Placeholder Insertion
Given the user is editing a template When the user selects a placeholder from the dynamic fields menu Then the placeholder (e.g., supporter name, amount raised, milestone title) is inserted at the cursor’s position and displayed with a distinguishable tag style
Image and Banner Customization
Given the user is customizing the template’s visual elements When the user uploads or selects an image or branded banner Then the selected image is displayed in the preview area at the correct resolution and adheres to predefined size constraints
Hashtag Management
Given the user is configuring hashtags When the user adds up to 5 hashtags and customizes their text Then the hashtags appear in the designated section and are included in the live preview, and attempts to add more than 5 hashtags prompt a validation message
Preview and Schedule Validation
Given the user has completed template customization When the user clicks the preview button Then a full post preview appears exactly as it will be published including text, images, placeholders replaced with sample data And when the user schedules the post for a future date/time Then the post is queued and appears in the scheduled posts list with the correct timestamp
Scheduled and Real-time Posting
"As a communications manager, I want to schedule milestone shoutouts at optimal times or choose immediate posting so that we reach our audience when they are most active."
Description

Offer options to publish shoutouts immediately upon milestone detection or at scheduled times, with a queue management system that handles concurrency, retries on failures, and administrative overrides. This ensures timing flexibility and consistent delivery across time zones.

Acceptance Criteria
Immediate Post on Milestone Detection
Given a supporter or team hits a fundraising milestone and real-time posting is enabled, When the system detects the milestone, Then a social media or campaign page post is published within 10 seconds.
Scheduled Post at Admin-Defined Time
Given a milestone is reached and a scheduled time is set by the administrator, When the scheduled time arrives, Then the system publishes the shoutout within a tolerance window of ±2 minutes.
Concurrency Queue Handling Under High Traffic
Given multiple milestones are detected simultaneously, When posts are queued for publishing, Then the queue processes no more than 5 posts per second without dropping or duplicating any entries.
Retry Mechanism After Posting Failure
Given a post attempt fails due to a network or API error, When the failure is detected, Then the system retries publishing up to 3 times with exponential backoff and logs each retry attempt.
Administrative Override of Scheduled Posts
Given a scheduled shoutout exists, When an administrator triggers an override action, Then the system cancels the existing schedule and publishes the post immediately.
Embed Widget Generation
"As a web administrator, I want to embed live milestone shoutouts on our campaign page so that site visitors can see real-time supporter achievements and feel motivated to contribute."
Description

Generate embeddable HTML/CSS/JavaScript snippets that display live shoutouts on campaign landing pages or external websites. Provide configuration options for widget size, style, and content filters. Ensure responsive design and secure data fetching to maintain performance and privacy.

Acceptance Criteria
Widget Embed Code Generation
Given an admin selects a campaign landing page or external site When they configure widget options and click ‘Generate Embed Code’ Then the system provides a HTML/CSS/JavaScript snippet that loads the live shoutout widget
Responsive Design Support
Given a visitor views a page embedding the widget on devices of varying screen sizes When the page loads Then the widget adapts layout and size to fit desktop, tablet, and mobile display without horizontal scrolling
Widget Style Customization
Given an admin configures widget size, color scheme, font, and theme When the generated snippet is embedded Then the widget displays using the selected styles and updates in real time if configuration changes
Secure Data Fetch Process
Given a visitor’s browser loads the widget snippet on an external site When fetching live shoutout data from GiveSpark servers Then requests use HTTPS with token-based authentication and reject any unauthorized or malformed calls
Content Filter Application
Given an admin defines shoutout filters (e.g. minimum donation amount, specific teams) When the widget fetches and displays shoutouts Then only shoutouts meeting the filter criteria appear, and others are excluded
Engagement Analytics Tracking
"As a development director, I want to view analytics on milestone shoutouts so that I can measure their impact on engagement and refine our communication strategy."
Description

Capture metrics on post reach, likes, comments, shares, click-throughs, and conversion rates for each milestone shoutout. Present aggregated and per-post analytics in the dashboard, with filtering by campaign, date range, and platform. This enables data-driven adjustments to boost engagement and optimize shoutout strategies.

Acceptance Criteria
Aggregated Engagement Metrics Display
Given a user navigates to the Milestone Shoutouts analytics dashboard, when milestone posts exist, then the system displays total reach, likes, comments, shares, click-throughs, and conversion rates aggregated across all posts.
Campaign and Date Range Filtering
Given a user selects a campaign and specifies a date range, when the filter is applied, then the dashboard updates to show only the engagement metrics for shoutouts matching the campaign and date criteria.
Platform-Specific Analytics Comparison
Given a user chooses one or more social media platforms, when the platforms are selected, then the dashboard presents a side-by-side comparison of reach, likes, comments, shares, click-throughs, and conversion rates for each selected platform.
Individual Post Metrics Verification
Given a user clicks on a specific milestone shoutout post, when the post detail view opens, then the system displays reach, likes, comments, shares, click-throughs, conversion rate, timestamp, and post link accurately.
Analytics Export Functionality
Given a user applies filters and clicks the Export button, when a file type (CSV or PDF) is chosen, then the system generates and downloads a file containing all currently visible analytics data with correct formatting.

Team Ticker

Displays real-time progress bars for individual teams or support circles within a campaign, fostering friendly competition, collaboration, and collective momentum toward fundraising goals.

Requirements

Real-Time Data Sync
"As a campaign manager, I want the Team Ticker to update fundraising figures in real time so that I can monitor team performance and address issues immediately."
Description

Implement a real-time synchronization mechanism between the backend fundraising data store and the Team Ticker frontend using WebSockets or server-sent events. The system must update team totals, supporter counts, and donation values with minimal latency, handle reconnections gracefully, and fall back to polling if the real-time channel is interrupted. This ensures dashboard figures are always current and reliable without manual refresh.

Acceptance Criteria
Establishing WebSocket Connection
Given the user opens the Team Ticker dashboard When the dashboard initializes Then a WebSocket connection to the real-time sync endpoint is established within 2 seconds and a connection status indicator displays 'Connected'
Real-Time Update Delivery
Given active WebSocket connection When a new donation is recorded on the backend Then the Team Ticker updates the corresponding team’s progress bar and supporter count within 1 second with accurate values
Graceful Reconnection After Interruption
Given an unexpected WebSocket disconnection When the client detects the disconnection Then it attempts to reconnect every 5 seconds for up to 1 minute, displaying 'Reconnecting...' and upon success resumes live updates without data loss
Fallback to Polling
Given the WebSocket channel remains unavailable after 1 minute of reconnection attempts When fallback triggers Then the client switches to HTTP polling at 10-second intervals and re-evaluates WebSocket availability every 5 minutes
Data Consistency on Reconnect
Given the client has re-established connection after a disconnect When reconnection succeeds Then the client requests the latest state from the server and updates any out-of-sync team totals, supporter counts, and donation values to match server data
Latency Within Threshold
Given multiple donation events occur in rapid succession When events are pushed to the client Then the system processes and reflects all updates in the UI within 1 second of receipt
Connection Error Reporting
Given repeated failures to establish or maintain a WebSocket connection When a connection error persists for more than 30 seconds Then the system logs the error on the client console and displays an error tooltip to the user indicating 'Real-time updates are temporarily unavailable'
Dynamic Progress Bars
"As a donor, I want to see animated progress bars for each team so that I can quickly understand how close they are to reaching their targets."
Description

Design and develop interactive progress bars for each team that visually represent the percentage of the fundraising goal achieved. Each bar must support smooth animations on value changes, dynamic color gradients reflecting progress thresholds, and hover tooltips showing detailed metrics (current amount, goal, % complete, rank). The component must be responsive across devices and adapt to varying team goal scales.

Acceptance Criteria
Live Donation Updates
Given a team’s progress bar is displayed, When a new donation is processed, Then the progress bar value animates smoothly to reflect the updated percentage within 500ms.
Progress Threshold Color Changes
Given defined progress thresholds (0-25%, 26-50%, 51-75%, 76-100%), When the team’s completion percentage crosses a threshold, Then the progress bar’s color gradient updates immediately to the corresponding color.
Detailed Tooltip on Hover
Given the progress bar is rendered, When the user hovers over it for at least 200ms, Then a tooltip appears displaying the team’s current amount raised, goal amount, percentage complete, and current rank.
Responsive Display on Various Screen Sizes
Given the application is opened on mobile, tablet, or desktop, When the viewport size changes, Then the progress bars resize proportionally, maintain readability, and preserve tooltips and animations.
Adapt to Varying Team Goal Scales
Given teams have goals ranging from $100 to $100,000, When progress is calculated, Then the progress bar accurately represents the percentage regardless of absolute goal values.
Customizable Team Goals
"As an administrator, I want to configure and adjust fundraising goals for each team so that they reflect campaign strategy and team capacity."
Description

Provide an administrative interface allowing campaign managers to create, edit, and delete fundraising targets for each team or support circle. Managers should be able to set financial goals, define start and end dates, and assign team members. Updates must synchronize across the campaign settings, recalculate completion percentages on the Team Ticker, and trigger any relevant notifications.

Acceptance Criteria
Creating a New Team Goal
Given I am a campaign manager on the goals page When I fill out the new goal form with a valid team name, target amount, start date, end date, and select team members And click Save Then a new goal is created and appears in the goal list And the details match the input values And the completion percentage displays as 0%
Editing an Existing Team Goal
Given a team goal exists in the list When I select Edit on that goal and modify the target amount, dates, or members And click Update Then the goal details are updated in the list And the recalculated completion percentage reflects any changes in target amount or dates
Deleting a Team Goal
Given a team goal is listed When I click Delete on that goal And confirm the deletion in the prompt Then the goal is removed from the list And the overall campaign progress recalculates without the deleted goal
Synchronization of Updated Goals
Given a goal is created, edited, or deleted When the change is saved Then the Team Ticker progress bars refresh within 5 seconds And display the correct completion percentages for all teams
Notification Trigger on Goal Achievement
Given a team’s total donations meet or exceed its goal amount When the threshold is crossed Then a notification is sent to the campaign manager and all assigned team members within 30 seconds
Engagement Notifications
"As a team leader, I want to receive alerts when my team hits significant milestones so that I can celebrate achievements and motivate supporters."
Description

Implement a notification subsystem that triggers alerts when teams reach key milestones (e.g., 25%, 50%, 75%, 100%), overtake another team, or fall behind predefined thresholds. Notifications should be deliverable via email, in-app messaging, or SMS, with customizable templates and placeholder fields. Integrate with the existing communication service to manage delivery and user preferences.

Acceptance Criteria
Milestone Notification Delivery
Given a team reaches 25%, 50%, 75%, or 100% of their campaign goal, When the milestone is achieved, Then the system sends a notification via the user's preferred channel (email, SMS, in-app) within 5 minutes using the correct template populated with team name, milestone percentage, and campaign name.
Overtake Alert Trigger
Given Team A surpasses Team B's total raised amount, When the overtake occurs, Then Team A and Team B receive instant notifications via their preferred channels indicating the new ranking order with updated amounts.
Falling Behind Threshold Alerts
Given a team falls below 50% of the average amount raised by other teams, When this threshold is crossed, Then the system sends an in-app motivational notification using the 'encouragement' template within 10 minutes.
Notification Preference Respect
Given a user updates their notification preferences in settings, When the update is saved, Then all future notifications are sent only via enabled channels and templates omit disabled options.
Template Placeholder Accuracy
Given a notification template with placeholders (e.g., {{team_name}}, {{milestone}}), When the notification is generated, Then all placeholders are correctly replaced with live data and no placeholder syntax remains.
Privacy & Access Control
"As a campaign manager, I want to control who can view or edit Team Ticker data so that fundraising information remains secure and compliant."
Description

Enforce role-based access control for the Team Ticker feature, ensuring only authorized users can view or modify team data. Campaign managers can create and edit tickers, team leads can view their own team's progress, and donors access read-only data. Leverage the existing authentication framework, log access events for auditing, and provide UI feedback when permissions are insufficient.

Acceptance Criteria
Campaign Manager Creates and Edits a Team Ticker
Given an authenticated campaign manager, when they navigate to a specific team's ticker settings, then they can create new tickers and update existing ones; and when changes are saved, the updated ticker data is visible on the dashboard and a corresponding access event is logged.
Team Lead Views Own Team Progress
Given an authenticated team lead, when they access the Team Ticker feature, then they see a progress bar displaying only their own team's current fundraising status; and edit controls are disabled.
Donor Views Team Tickers in Read-Only Mode
Given an authenticated donor, when they view the campaign’s Team Ticker dashboard, then they can see all team progress bars in read-only mode with no options to modify or configure tickers.
Unauthorized User Is Denied Access
Given a user without campaign or team lead permissions, when they attempt to view or edit any team ticker, then the system displays a 'Permission Denied' message and does not render ticker data; and the access attempt is logged.
Access Events Are Logged for Auditing
Given any user action involving team tickers (view, edit, or denied access), when the action occurs, then a log entry is created recording the user ID, timestamp, action type (view/edit/denied), team identifier, and outcome.

ImpactMap

Visualizes donor contributions on an interactive geographic map, showcasing the campaign’s reach, enhancing storytelling, and inspiring supporters by highlighting community impact across locations.

Requirements

Geo-Coordinate Data Integration
"As a nonprofit leader, I want donor addresses automatically geocoded so that contributions appear accurately on the map without manual effort."
Description

Integrate the donations database with a reliable geocoding service to convert donor address information into latitude and longitude coordinates. Ensure data accuracy by validating addresses and handling missing or partial location data. Store geocoded results in the mapping subsystem to enable precise placement of donor contributions on the interactive map. Implement batch processing for historical data and real-time geocoding for new entries.

Acceptance Criteria
Validating Address Geocoding Accuracy
Given a valid donor address, when the geocoding service is invoked, then the system stores latitude and longitude that match the real-world location within 10 meters of accuracy.
Handling Partial or Missing Address Data
Given a donor entry with missing or incomplete address fields, when geocoding is attempted, then the system flags the entry for manual review, sets the geocoding status to 'failed', and logs the missing components.
Batch Processing of Historical Donations
Given a dataset of historical donation records, when batch geocoding is executed, then 100% of records with valid addresses are geocoded within one hour, and any failures are logged for reprocessing.
Real-Time Geocoding for New Entries
Given a new donation record saved in the system, when the record is created, then the system calls the geocoding API and populates the latitude and longitude fields within five seconds of saving.
Storage of Geocoded Results in Mapping Subsystem
Given successful geocoding results, when coordinates are returned, then the system stores them in the mapping database linked to the correct donation ID, ensuring they display on the interactive map without errors or delay.
Real-Time Data Synchronization
"As a campaign manager, I want new donations to appear on the map immediately so that supporters can see the campaign’s progress in real time."
Description

Establish a live data pipeline between the donation processing system and the geographic map module to update contribution markers instantly. Use web sockets or polling mechanisms to reflect new donations, updates, and cancellations in real time. Ensure data integrity and handle network latency gracefully to maintain a seamless user experience. Include error logging and retry logic for failed updates.

Acceptance Criteria
New Donation Streaming
Given the donation processing system receives a new donation, when the real-time data pipeline is active, then within 5 seconds the contribution marker appears on the interactive map with accurate donor name, amount, and location data.
Donation Update Reflection
Given an existing donation record is updated (e.g., increased amount or changed donor details), when the update is sent through the live pipeline, then the corresponding map marker updates its displayed amount and donor information within 5 seconds without duplication.
Donation Cancellation Removal
Given a donation is canceled, when the cancellation event is processed in the data pipeline, then the related marker is removed from the map within 5 seconds and no residual data remains.
Network Latency Management
Given periodic network latency or temporary connectivity loss, when data updates are delayed, then the map retains the last known state and automatically applies pending changes once connectivity is restored, without user-facing errors or data inconsistencies.
Error Logging and Retry Mechanism
Given a data update fails due to a network or system error, when the failure occurs, then the system logs the error with timestamp and context, retrying the update up to three times with exponential backoff, and surfaces a non-blocking notification in the dashboard if all retries fail.
Interactive Filter Controls
"As a fundraising coordinator, I want to filter map data by date and donation size so that I can analyze trends and showcase targeted impact."
Description

Provide dynamic filtering options on the map interface that allow users to refine displayed contributions by campaign, date range, donation amount, and donor category (e.g., individual vs. corporate). Implement UI controls such as dropdowns, sliders, and toggle buttons. Ensure filters apply instantly without page reload and combine multiple criteria. Maintain filter state in the URL for easy sharing of specific views.

Acceptance Criteria
Campaign Filter Selection
Given the map is displayed, when the user selects a campaign from the campaign dropdown, then the map updates within 500ms to display only contributions for the selected campaign without a full page reload, and the URL query string includes campaign=[campaign_id].
Date Range Filter Adjustment
Given the map is displayed, when the user adjusts the start and end dates via the date range slider and releases the slider, then the map updates within 500ms to show only contributions with dates within the selected range, and the URL includes start_date=[YYYY-MM-DD] and end_date=[YYYY-MM-DD] parameters.
Donation Amount Filter Adjustment
Given the map is displayed, when the user sets minimum and maximum donation amounts using the amount slider, then the map updates within 500ms to display contributions within the specified amount range, and the URL includes min_amount=[amount] and max_amount=[amount] parameters.
Donor Category Toggle
Given the map is displayed, when the user toggles between individual and corporate donor category buttons, then the map updates within 500ms to show only contributions from the selected category, and the URL includes category=[individual|corporate].
Multiple Filters Combination
Given at least two filters are applied (campaign, date range, amount, or category), when any filter is changed, then the map updates within 500ms to reflect the intersection of all active filters, and the URL accurately represents all selected filter parameters.
URL Filter State Persistence
Given a user accesses the map page with filter parameters in the URL, when the page loads, then all filters initialize according to the URL parameters and the map displays contributions matching those filters without additional user input.
Dynamic Marker Customization
"As a communications director, I want markers styled by donation amount so that I can visually emphasize major contributions and encourage larger gifts."
Description

Allow customization of map markers based on donation attributes such as amount, campaign type, or donor anonymity preference. Implement variable marker sizes and color coding to represent different donation tiers or categories. Provide a legend explaining marker styles. Enable toggling between aggregated heatmap view and individual pin view for large datasets.

Acceptance Criteria
Custom Marker Sizing for Donation Tiers
Given a user views the ImpactMap When donations are loaded Then markers render at sizes proportional to donation tier thresholds configured in settings
Color-Coding Markers by Campaign Type
Given multiple campaign types exist When the map is displayed Then each marker’s color matches its campaign type and falls within the defined color palette
Anonymity-Based Marker Styling
Given some donors opt for anonymity When an anonymous donation is plotted Then its marker is displayed in a neutral style (e.g., gray outline) regardless of amount or type
Legend Display for Marker Customization
Given marker styles vary by size and color When the ImpactMap is loaded Then a legend appears in the map controls area explaining each size and color mapping
Toggle Between Heatmap and Pin Views
Given large datasets are loaded When the user toggles view mode Then the map switches between aggregated heatmap and individual pin display without data loss
Mobile-Responsive Map Rendering
"As a volunteer coordinator, I want to view and interact with the impact map on my phone so that I can share campaign progress while on the move."
Description

Optimize the interactive map for mobile and tablet devices by implementing responsive design techniques. Ensure map controls, markers, legends, and filters adapt to various screen sizes and touch interactions. Test performance on iOS and Android browsers, implementing techniques like tile clustering and level-of-detail adjustments to maintain usability and speed on slower connections.

Acceptance Criteria
Smartphone Screen Rendering
Given a smartphone device (viewport width ≤ 375px), the map container adjusts to full width without horizontal scrolling; Map controls (zoom, legend, filters) display fully within viewport and maintain a minimum touch target size of 44×44px; Marker popups and tooltips open entirely within the viewport without being cut off.
Tablet Portrait Rendering
Given a tablet in portrait orientation (viewport width between 376px and 768px), the map and UI elements adapt to available space without overlapping; Controls remain accessible and maintain a minimum touch target size of 44×44px; The legend collapses into a slide-out panel when vertical space is reduced below 200px.
Tablet Landscape Rendering
Given a tablet in landscape orientation (viewport width ≥ 769px), the map layout adjusts so controls appear side-by-side without obscuring markers; Filters panel displays on the right without covering map content; Zoom and pan operations respond within 150ms of touch input.
Low Bandwidth Performance
When network speed is ≤ 1Mbps, base map tiles load within 2 seconds and data overlays within 3 seconds; Tile clustering is applied automatically for zoom levels ≤ 5; Level-of-detail adjusts marker icon resolution to maintain interaction responsiveness; A loading indicator appears if any tiles take longer than 1 second to load.
Touch Interaction Responsiveness
Given any mobile or tablet device, pinch-to-zoom and swipe-to-pan gestures respond within 100ms; Double-tap to zoom functions consistently; Touch targets for markers (40px radius) register taps without misfires; Long-press opens marker detail popups within 200ms.
Shareable Map Export
"As a nonprofit director, I want to share the customized map snapshot on social media so that I can engage supporters with visual campaign highlights."
Description

Enable users to export the current map view as an image (PNG or JPEG) or generate embed code for integration into external websites and social media. Include options to include or exclude legends, titles, and filters. Provide a shareable link that preserves filter settings and map position for direct access. Implement security measures to prevent unauthorized data exposure.

Acceptance Criteria
Export current map view as image with customization options
Given a user has adjusted the map view and selected PNG or JPEG format and chosen to include or exclude legend and title, When the user clicks the “Export Image” button, Then the system generates an image in the chosen format at a minimum resolution of 1080×720 pixels that reflects the current map view and includes or omits the legend and title based on user selection.
Generate embed code preserving user-selected filters and map position
Given a user has applied filters and set a specific map zoom and pan, When the user requests embed code, Then the system provides an HTML snippet containing iframe code that reproduces the exact map view, including active filters and map position, and previews correctly in a sandboxed environment.
Create shareable link to current map state
Given a user has configured the map view and filters, When the user clicks “Generate Shareable Link,” Then the system produces a unique URL that loads the map at the same zoom, pan, and filter settings and remains valid for at least 30 days.
Prevent unauthorized access to shared map links
Given a shareable link exists for a private campaign, When an unauthorized user attempts to access the link, Then the system denies access and displays an appropriate access-denied message without exposing map data.
Export map image without legends and titles
Given a user opts to exclude both the legend and the title, When exporting the map image, Then the resulting image omits the legend and title while accurately reflecting the map data and filters.

Instant Alerts

Sends real-time notifications to campaign creators and supporters when donations arrive, referral links are clicked, or milestones are reached, keeping everyone engaged and informed throughout the fundraising journey.

Requirements

Real-Time Donation Notifications
"As a campaign creator, I want to receive notifications immediately when a donation arrives so that I can promptly acknowledge the donor and maintain engagement."
Description

Send instant notifications to campaign creators and supporters when a donation is received, including donor details (as permitted), donation amount, and related campaign context. Integrates with the dashboard, provides direct links to the campaign page for quick acknowledgment, and supports segmentation so recipients only receive relevant alerts.

Acceptance Criteria
Campaign Creator Receives Instant Donation Alert
Given a donation is completed to a campaign When the payment is processed Then the campaign creator must receive a notification within 5 seconds via dashboard and email containing donor name, donation amount, campaign title, timestamp, and a direct link to the campaign page
Referral Supporter Receives Donation Notification
Given a supporter’s referral link generates a donation When the donation is processed Then the referring supporter must receive a notification within 5 seconds via email or push message including donor name, donation amount, campaign context, and link to the campaign page
Notification Segmentation Filters Applied
Given multiple recipients set different notification preferences When a donation occurs Then only recipients who have opted in for that campaign’s notifications must receive the alert
Notification Link Navigates to Campaign Page
Given a recipient clicks the notification link When the link is opened Then it must navigate the user directly to the corresponding campaign page with correct view permissions
Multi-Campaign Creator Receives Separate Alerts
Given a user manages multiple campaigns When donations are received across different campaigns Then the user must receive distinct notifications for each campaign with correct campaign identifiers and links
Referral Click Alerts
"As a campaign creator, I want to be notified when supporters use my referral links so that I can recognize their outreach efforts and encourage continued promotion."
Description

Track referral link clicks in real time and alert campaign creators when supporters drive traffic, including link origin, timestamp, and supporter identity. Integrates with the notification engine and dashboard, enabling recognition of top promoters and motivating continued outreach.

Acceptance Criteria
Single Referral Click Notification
Given a supporter clicks a referral link, when the click is registered, then the system sends a notification to the campaign creator within 5 seconds containing the link origin, timestamp, and supporter name.
Multiple Referral Clicks Aggregation
Given a supporter generates three referral clicks within a 10-minute window, when the third click is recorded, then the system sends a consolidated notification to the campaign creator listing each link origin, timestamp, and cumulative click count.
Referral Click with Supporter Identity
Given a logged-in supporter clicks their unique referral link, when the click occurs, then the notification includes the supporter’s full name and user ID alongside link origin and timestamp.
Dashboard Display of Referral Clicks
Given the campaign dashboard is open, when new referral clicks are received, then the dashboard updates in real time (under 2 seconds) to display each click’s origin, timestamp, and supporter identity.
Referral Click Notification Failure Handling
Given an email or push notification service outage, when a referral click is recorded, then the system queues the notification and retries delivery every minute until successful, and logs each retry attempt.
Milestone Achievement Reminders
"As a supporter, I want to be notified when my favorite campaign reaches a milestone so that I can celebrate and potentially increase my support."
Description

Automatically detect key fundraising milestones (e.g., 25%, 50%, 75%, 100% of goal) and send celebratory notifications to campaign creators and supporters. Includes leaderboard updates and congratulatory messages to drive momentum and friendly competition.

Acceptance Criteria
Campaign Creator Notified at 25% Milestone
Given a campaign reaches exactly 25% of its fundraising goal, When the system detects the milestone, Then an email and in-app notification is sent to the campaign creator within 1 minute of detection.
Supporters Receive Leaderboard Update at 50% Milestone
Given a campaign reaches 50% of its fundraising goal, When the milestone is reached, Then all supporters receive a leaderboard update notification displaying the top 10 donors within 2 minutes of the milestone event.
Mobile Push Notification at 75% Milestone
Given a campaign reaches 75% of its fundraising goal and a supporter has push notifications enabled, When the milestone is achieved, Then the supporter receives a mobile push notification with the milestone details and next stretch goal within 30 seconds.
All Supporters Congratulated at 100% Milestone
Given a campaign hits 100% of its fundraising goal, When the milestone is achieved, Then all supporters receive a personalized congratulatory message including the campaign name and total raised, and the live leaderboard updates to reflect the completed goal.
Dynamic Content Accuracy in Milestone Notifications
Given milestone notifications are generated, When the email or in-app notification is prepared, Then all dynamic placeholders (campaign name, milestone percentage, supporter name) are correctly populated with no placeholder text visible.
Customizable Alert Preferences
"As a campaign creator, I want to customize which real-time alerts I receive and how so that I only get notifications that are important to me."
Description

Allow users to configure which notification types they receive—donations, referrals, milestones—select preferred channels (email, SMS, push), and set alert thresholds. Provides granular control to minimize noise and ensure relevance.

Acceptance Criteria
Configure Donation Alerts
Given the user is on the alert preferences page When the user enables donation alerts and selects email as the channel Then the system saves the preference and sends a test email notification upon a simulated donation
Adjust Milestone Alert Thresholds
Given the user accesses milestone alert settings When the user sets a milestone threshold value (e.g., $500) for push notifications Then the system validates the input and triggers a push notification when the total donations reach the specified threshold
Select Multiple Notification Channels
Given the user opens channel options for referral alerts When the user selects both email and SMS channels Then the system saves both preferences and sends referral click alerts via email and SMS when a referral link is clicked
Disable Irrelevant Alerts
Given the user toggles off referral alerts When referral events occur Then no notification is sent to the user
Save Changes with Confirmation
Given the user has modified any alert preferences and clicks Save When the preferences are successfully persisted Then the system displays a success message and updates the UI to reflect the new settings
Multi-Channel Notification Delivery
"As a supporter, I want to receive campaign updates through my preferred channel so that I don't miss important notifications."
Description

Support sending real-time alerts via multiple channels—email, SMS, and in-app push notifications—with automatic fallback if the primary channel fails. Integrate with reliable third-party providers to ensure high deliverability and low latency.

Acceptance Criteria
Email Notification for Donation Receipt
Given a donor completes a donation, when the system processes the transaction, then an email notification containing donation details is sent to the campaign creator within 30 seconds.
SMS Alert for Supporter Referral Link Click
Given a supporter clicks their unique referral link, when the click is recorded by the system, then an SMS message with click confirmation and updated referral count is delivered to the supporter within one minute.
In-App Push After Channel Failures
Given both email and SMS delivery attempts fail due to provider errors, when retry attempts exceed the defined threshold, then an in-app push notification with the alert content is delivered to the user immediately.
Multi-Channel Milestone Achievement Notification
Given a campaign reaches a predefined fundraising milestone, when the milestone threshold is crossed, then the system sends notifications via email, SMS, and in-app push concurrently to all stakeholders.
Automatic Fallback Mechanism Validation
Given the primary notification channel response time exceeds three minutes or returns an error, when the system detects the failure, then it automatically retries via the secondary channel within 60 seconds and logs the event.

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GiveSpark Launches Real-Time SkillSync to Transform Volunteer Coordination

Imagined Press Article

NEW YORK, NY – 2025-08-08 – GiveSpark today announced the launch of its Real-Time SkillSync feature, a groundbreaking volunteer matching tool designed to streamline volunteer coordination and maximize event impact for nonprofit organizations of every size. Overburdened grassroots organizers can now harness AI-driven insight to pair volunteers’ verified skills with mission-critical roles in seconds, eliminating manual roster management, reducing staffing gaps, and freeing staff to focus on community engagement and strategic planning. According to a recent survey by the National Volunteer Partnership, 62% of nonprofit leaders cite volunteer retention and skill matching as their top operational challenges, with manual processes consuming up to 30% of staff time. Traditional spreadsheets and static sign-up sheets fail to capture volunteers’ evolving abilities or real-time availability, resulting in mismatches, last-minute scrambling, and diminished volunteer satisfaction. Real-Time SkillSync directly addresses these issues by continuously analyzing volunteer profiles, check-in data, and event requirements to recommend the most qualified candidate for each task. “At GiveSpark, we believe every volunteer should be empowered to contribute where they can make the greatest difference,” said Bob Smith, CEO of GiveSpark. “Real-Time SkillSync harnesses the power of real-time data and AI to ensure coordinators can assign the right person for each role with just a few clicks. This innovation not only slashes administrative overhead but also boosts volunteer morale and event success rates.” Real-Time SkillSync operates on three core capabilities: 1. Dynamic Profile Updates: By integrating seamlessly with GiveSpark’s check-in and feedback systems, SkillSync auto-updates volunteers’ skill profiles when they complete certifications, attend training sessions, or receive positive evaluations from event leaders. 2. Intelligent Requirement Mapping: Using a customizable criteria matrix, the tool matches profiles against event-specific requirements such as language proficiency, technical expertise, or first aid certification, ensuring no role is assigned without the right competencies. 3. Interactive Assignment Dashboard: Coordinators access an intuitive dashboard that lists top candidate matches, highlights critical skills gaps, and enables one-click assignment. Each update takes less than 60 seconds, even for large-scale events involving hundreds of volunteers. In pilot deployments, Community Unity—a midsize nonprofit focused on youth development—saw a 45% reduction in unfilled volunteer roles and a 25% increase in volunteer satisfaction scores within the first month. “Before Real-Time SkillSync, we were constantly shuffling volunteers at the last minute,” said Onsite Olivia, Volunteer Coordinator at Community Unity. “Now I review the top matches, assign volunteers instantly, and trust that each position is filled by someone with the right skills. It’s like having a personal assistant who knows our entire volunteer roster.” Beyond matching, SkillSync provides proactive alerts when critical competencies are low. Coordinators receive automated notifications if key roles—such as language interpretation or technical support—remain unfilled within 72 hours of an event. These early warnings suggest targeted recruitment or micro-training sessions, enabling teams to address shortages well before kickoff. “Real-Time SkillSync is built on our existing SkillGap Insights engine,” explained Data-Driven Devon, GiveSpark’s Lead Product Strategist. “By layering predictive modeling on top of real-time event data, we provide both immediate answers and long-term strategic insights. Organizations can now identify recurring skill shortages and proactively train or recruit volunteers to build a more resilient talent pool.” Real-Time SkillSync is available immediately to all GiveSpark subscribers at no additional cost. The feature is included in both Standard and Premium plans, ensuring that grassroots teams and larger nonprofits alike can leverage advanced volunteer matching. To activate Real-Time SkillSync, administrators simply navigate to the Volunteer Hub settings and toggle the new matching option. A guided setup walkthrough helps customize skill criteria and alert thresholds in minutes. About GiveSpark GiveSpark unifies donation and volunteer tracking for overstretched grassroots nonprofit leaders in a single, intuitive dashboard. It replaces spreadsheets with real-time insights, sends instant, personalized thank-yous, and inspires supporter competition with live leaderboards—slashing admin hours and fueling deeper engagement so small teams maximize every act of giving for greater community impact. Media Contact: Sarah Nguyen, Director of Communications GiveSpark Email: press@givespark.org Phone: (123) 456-7890 Website: www.givespark.org

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GiveSpark Unveils ClipCuration and VoiceSpark to Elevate Donor Thank-You Experience

Imagined Press Article

SAN FRANCISCO, CA – 2025-08-08 – GiveSpark, the innovative engagement platform for grassroots nonprofits, today launched two new features—ClipCuration and VoiceSpark—aimed at transforming donor appreciation through personalized, multimedia thank-you experiences. These additions empower nonprofit teams to deliver professional-quality video messages and heartfelt voice narratives, deepening donor relationships and boosting long-term retention. Research from the Association of Fundraising Professionals shows that donors who receive personalized thank-you messages are 30% more likely to give again within six months. However, creating engaging multimedia content has traditionally required significant staff time and technical know-how. GiveSpark’s ClipCuration and VoiceSpark automate the entire process, enabling small teams to produce high-impact thank-you media in minutes. ClipCuration uses advanced AI to analyze raw event footage—identifying smiles, key moments, and on-brand visuals—and automatically stitches together a short, emotionally resonant video. The tool applies smooth transitions, branded overlays, and auto-generated captions to ensure every clip feels polished and shareable. VoiceSpark then overlays a personalized, AI-generated voice-over that references donor data points—such as name, past contributions, and favorite projects—crafting a warm, humanized narrative that strengthens emotional connections. “Nonprofit teams told us they wanted to thank donors in a way that felt genuine and professional, but without a video production budget,” said Jane Doe, Chief Product Officer at GiveSpark. “ClipCuration and VoiceSpark deliver on that need, transforming raw assets into bespoke thank-you messages that resonate on a personal level.” Features and Benefits: • Automated Content Selection: ClipCuration’s AI engine scans uploaded event footage and selects highlights—such as a child’s smile during a literacy event or a volunteer delivering meals—to create a 60-second thank-you video. • Branded Templates and Captioning: Videos come complete with nonprofit logos, color palettes, and auto-generated captions that meet accessibility best practices. • Personalized Voice Narration: VoiceSpark generates a warm, conversational script using donor names, giving milestones, and impact metrics, then produces an emotive voice-over in multiple language options. • One-Click Distribution: Finished videos can be shared via email, SMS, or social media using GiveSpark’s FlashShare integration, ensuring donors receive messages on their preferred channels. Beta customers have reported impressive results. Nurturing Nora, Development Manager at Caring Hearts Foundation, saw a 22% increase in repeat gifts after deploying ClipCuration and VoiceSpark in their year-end appeal. “Our donors loved seeing themselves in the spotlight,” she said. “The personalized voice narration made them feel seen and appreciated. We couldn’t have produced that quality of content in-house without professional videographers.” In addition to improving donor retention, the features offer analytics on viewer engagement—tracking play rates, watch times, and click-throughs—so teams can optimize messaging strategies. The platform also stores all generated videos in a centralized media library, making it easy to repurpose top-performing clips for social campaigns or board presentations. ClipCuration and VoiceSpark are available starting today for all GiveSpark Premium subscribers. Standard plan users can trial the feature with a 14-day free add-on. To get started, nonprofits simply upload event footage, select a thank-you template, and click “Generate.” The AI engine handles the rest, delivering a finished video and voice-over within minutes. About GiveSpark GiveSpark empowers grassroots nonprofits with an intuitive dashboard that unifies donation and volunteer tracking, automates personalized thank-you messaging, and fosters supporter competition through live leaderboards. By replacing spreadsheets with real-time insights, GiveSpark slashes administrative hours and inspires deeper engagement, enabling small teams to maximize every act of giving for greater community impact. Media Contact: Alex Martinez, Senior Communications Manager GiveSpark Email: press@givespark.org Phone: (321) 654-0987 Website: www.givespark.org

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GiveSpark Debuts Team Rally and Live Leaderboards to Ignite Fundraising Competition

Imagined Press Article

CHICAGO, IL – 2025-08-08 – Today, GiveSpark unveils Team Rally and Live Leaderboards, two dynamic features designed to inject friendly competition and collective momentum into peer-to-peer fundraising campaigns. By empowering supporters to form branded teams, track progress in real time, and compete for recognition, GiveSpark aims to boost engagement, expand reach, and drive donation growth across grassroots movements. Peer-to-peer fundraising has become a cornerstone of modern philanthropy, accounting for an estimated 30% of total online giving. Yet many small nonprofit teams lack the tools to gamify the experience, leaving potential engagement—and donations—on the table. Team Rally and Live Leaderboards address this gap by providing turnkey capabilities that transform every supporter into an active campaign ambassador. “Friendly competition is a powerful motivator,” said Caroline Lee, Head of Growth at GiveSpark. “With Team Rally and Live Leaderboards, we’re equipping nonprofits with simple, yet compelling, tools to tap into community spirit and collective identity. When supporters see their team climbing the ranks in real time, they share more, recruit friends, and give more generously.” Key Features: • Team Rally Setup: Organizers can create custom fundraising teams complete with names, logos, and motivational taglines. Supporters join with a single click, automatically generating personalized donation pages linked to their team. • Live Leaderboards: Embedded on campaign pages and shareable via social media, leaderboards update instantaneously as donations pour in. Clear visual progress bars and milestone badges highlight top performers, inspiring a lasting sense of competition. • Victory Vault Rewards: Teams unlock digital rewards—such as virtual trophies, special shout-outs, and exclusive content—when they achieve predefined fundraising milestones. These incentives sustain momentum and foster ongoing participation. • Social Spark Sharing: Empowered with one-click templates and referral links, teams amplify their reach across social channels, driving new donor acquisition and expanding campaign visibility. Lakeview Animal Rescue piloted the new features during its annual ‘Strut for Strays’ walkathon and witnessed a 30% increase in total funds raised compared to the previous year. “Team Rally turned our event into a friendly battle for paws,” laughed Volunteer Coordinator Remote Riley. “We had volunteers forming teams based on neighborhood blocks and even local businesses sponsoring squads. Seeing the live leaderboard kept everyone engaged from start to finish.” The combination of gamification and community storytelling extends beyond numbers. GiveSpark’s ImpactMap integration visualizes team contributions on a geographic map, showcasing the campaign’s reach and encouraging local pride. Organizers can also leverage Milestone Shoutouts to automatically post celebratory updates when teams hit key thresholds, further fueling social buzz. “Fundraising is as much about community as it is about dollars,” noted Data-Driven Devon, Product Architect at GiveSpark. “Team Rally and Live Leaderboards provide a narrative arc—teams start as underdogs, surge ahead, and ultimately claim victory. That story keeps supporters emotionally invested and eager to share their journey.” Team Rally and Live Leaderboards are available now for all GiveSpark Premium subscribers. Standard plan users can unlock the features with a 30-day free trial. To launch a gamified campaign, organizers simply navigate to the Campaign Hub, select the new Rally option, and follow an intuitive setup wizard that guides logo uploads, reward configurations, and social sharing prompts. About GiveSpark GiveSpark unifies donation and volunteer tracking for grassroots nonprofit leaders in a single, intuitive dashboard. It replaces spreadsheets with real-time insights, sends instant, personalized thank-yous, and inspires supporter competition with live leaderboards—slashing admin hours and fueling deeper engagement, so small teams maximize every act of giving for greater community impact. Media Contact: David Chen, Public Relations Lead GiveSpark Email: press@givespark.org Phone: (555) 123-4567 Website: www.givespark.org

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