The typical implementation process for RallyUp software:
Initial Consultation or Setup Choice: Decide whether to have RallyUp experts build the campaign, use a template, or build it independently. Guidance and expert support are available at no extra cost.
Campaign Creation: Input essential fundraising details, customize branding, and mix fundraising types (raffle, auction, crowdfunding, etc.) as needed.
Page Customization: Design a branded campaign webpage, set ticketing preferences, and configure registration, impact levels, or donor engagement tools.
Launch: Finalize and go live. Most users can launch their first campaign in about 3 hours from start to finish.
RallyUp can be extensively customized to fit specific business needs, offering branding, workflow, and feature flexibility. Here are detailed data points that highlight its customization capabilities:
Total Custom Branding: Allows organizations to fully match campaign visuals to their brand, including logo, fonts (Google Fonts library supported), colors, header, footer, favicon, custom domains, and subdomains—ensuring donor-facing pages reflect your business identity.
Custom Campaign Page Layouts: Sections (description, sponsors, date/location, rules) can be rearranged in any order and updated even after launch.
Custom Terminology: Business-specific language can be used throughout fundraising pages (customize labels for buttons, activity tabs, donor categories, etc.) to match your organization’s vocabulary.
Images/Videos/Links: Campaign content and media can be tailored—enabling a more engaging, tailored donor experience.
Multiple Fundraising Types Mixed in One Campaign: Combine up to seven fundraising modes (raffle, auction, crowdfunding, ticketing, peer-to-peer, a-thons, storefront/merch sales) on one web page for unique workflows.
Templates or Custom Build: Start from a proven template or build from scratch for highly custom requirements; templates can be adjusted with personalized content fields and layouts.
CRM & Marketing Integrations: RallyUp supports out-of-the-box links with Salesforce, HubSpot, ActiveCampaign, Virtuous, Bloomerang, Constant Contact, Little Green Light, and others for donor management and marketing automation.
Analytics & Tracking: Google Analytics and Meta Pixel integration are available for donor behavior insights and campaign performance tracking.
Zapier & API: Automate custom workflows and data flows with Zapier (5,000+ compatible apps) and API access for deeper integration needs.
Custom Email Communications: Send emails from custom domains and with branded content (feature said to be rolling out).
Quick Add-ons and Flexible Pricing: Add marketing automation, custom domain, donor profiling, and more—plans adapt to organizational scale.
Expert Support: RallyUp offers free campaign building and live human support, assisting organizations in perfecting custom designs and event structures.
RallyUp offers training and support options to ensure that new users can launch and manage fundraising campaigns efficiently. Here are the key types of training and support available:
Pre-recorded Product Demo: New users can instantly access a concise, on-demand demo (“Learn to use RallyUp in 10 minutes”) for a rapid feature overview.
Knowledge Base: Extensive online how-to guides, FAQs, and step-by-step tutorials are available for all aspects of the platform, including account setup, campaign customization, and more.
Instant Fundraising Templates: Ready-to-launch templates allow users to quickly create campaigns while learning from built-in instructional content.
Live Chat and Human Support: Users can chat live with RallyUp experts (not bots) for personalized help at any stage of setup or campaign management.
One-on-One Strategy Sessions: Free access to expert strategy sessions assists with planning, setup, optimization, and best practices for fundraising.
Hands-On Campaign Building: RallyUp experts can build campaigns end-to-end for users at no extra cost—the user simply reviews and launches.
Flexible Communication: Help is available via chat, email/help desk, phone support, and detailed written responses.
24/7 Support Availability: Timely and accurate responses to user inquiries are available round-the-clock, appreciated by users in independent reviews.
Feedback and Adaptation: RallyUp adapts platform details and features in response to user feedback, frequently improving training and support resources.
RallyUp employs robust security measures to protect organizational and donor data, ensuring compliance and privacy for all users. Key security practices include:
Full Data Encryption: All sensitive data and credentials are encrypted at rest and in transit, using industry-standard protocols to protect against unauthorized access.
Strict Access Controls: RallyUp’s infrastructure is hosted in a private AWS Virtual Private Cloud (VPC) with stringent access restrictions and multi-layered defense mechanisms, including web application firewalls and regional redundancy.
Secure Payment Processing: All payment transactions are handled off-platform through PCI Level 1-compliant providers (Stripe, PayPal); credit card details are never stored or passed through RallyUp servers.
No Data Selling: Personal and donor data is never sold to third parties, maintaining high privacy standards for both organizations and contributors.
SOC2 Certification: RallyUp completed its SOC 2 Type I audit, demonstrating rigorous controls over security, confidentiality, and integrity of data (audited in 2023).
PCI Level 1, GDPR, and CCPA Compliance: RallyUp is compliant with major privacy and security frameworks, including PCI Level 1, GDPR (for EU data), and CCPA (California Consumer Privacy).
Data Ownership and Portability: Data collected belongs to the organization and can be exported as needed; RallyUp maintains transparency over data handling practices.
Continuous Monitoring: AWS CloudTrail and other monitoring tools are used for activity tracking and early identification of security risks.
Database Mirroring and Daily Backups: Database redundancy, daily, and regional backups ensure resilience and fast recovery in case of outages or incidents.
99.9% Uptime Commitment: Platform infrastructure is designed to withstand localized failures, minimizing disruption and ensuring data reliability.
Comprehensive Privacy Policy: Users are protected by a detailed privacy policy outlining data protection, consent, and user rights.
RallyUp regularly releases feature updates and manages them with a focus on user experience, continuous improvement, and minimal disruption. The update process includes:
Frequent Feature Releases: RallyUp is known for consistently introducing “new features that keep evolving,” reflecting ongoing enhancements to functionality and user experience.
Responsive to Feedback: Product development is driven in part by user and community feedback, allowing for adaptive and timely improvements.
No Downtime for Users: Updates are rolled out in a way that does not disrupt fundraisers in progress or scheduled events, ensuring campaign continuity.
Instant Availability: Newly released features, design changes, and campaign templates become immediately accessible in the organization’s dashboard—there’s no lengthy upgrade process for users.
RallyUp’s policy firmly supports organizational data ownership and portability, ensuring that customer organizations retain control over their fundraising and donor information. Here are key policy details:
Organization Ownership: All donor data and campaign data collected through RallyUp belong to the organization running the fundraiser, not to RallyUp itself.
No Data Selling: RallyUp does not sell donor or organizational data to any third parties, strictly prioritizing privacy and protecting user rights.
Export Capabilities: Organizations can export all of their data, including donor information, transaction records, and campaign results, from the platform at any time for usage in other systems or for compliance reasons.
CRM and Automation Integrations: RallyUp supports seamless syncing of donor data with third-party CRM, email marketing, and automation platforms (including Salesforce, HubSpot, Virtuous, Bloomerang, and many more via direct links or Zapier).
Platform Switching: Fundraisers switching to RallyUp from another platform can import previous campaign data and continue managing/exporting records going forward.
GDPR, CCPA, and PCI Compliance: RallyUp’s privacy policy conforms to leading regulations, ensuring the right to access, rectify, erase, or transfer personal data held on the platform.
RallyUp offers highly flexible terms for scaling fundraising activities up or down as organizational needs change, ensuring users are not locked into rigid contracts or pricing tiers.
No Contracts or Fixed Commitment: RallyUp does not require contracts or long-term commitments, enabling organizations to freely scale usage according to need without penalty.
Switchable Pricing Plans: Users can choose between Free and Flex pricing at any time within account settings, and even select a different pricing plan for each campaign independently.
Custom Pricing Available: Organizations with unique requirements or large-scale fundraising can negotiate custom plan terms, ensuring the pricing model fits their scaling needs.
Unlimited Activity Access: Regardless of the plan, all fundraising activities and features are available without restriction, supporting both growth and downscaling as needed.
Flexible Platform Fees: Fees are applied only on specific activities and at different rates (e.g., 2.9% for events and online store, 4.9% for auctions/crowdfunding/a-thons, 6.9% for raffles/sweepstakes) and can be adapted per campaign—users can scale up their fundraising activities and easily monitor associated costs.
No Minimums: There are no minimum fundraising amounts or attendee requirements for platform use.
Instant Plan Changes: Organizations can upsize or downsize their RallyUp feature set or pricing option simply by updating account or campaign settings—scaling is immediate and incurs no extra administrative hurdles.
RallyUp offers extremely flexible and user-friendly terms for contract renewal and cancellation, with minimal obligations and clear user control. The key data points are outlined below:
No Automatic Long-Term Contracts: RallyUp does not require long-term contracts for access—users can run campaigns independently without being locked in.
Pay-as-you-go Model: Most organizations can use the pay-as-you-go or per-campaign pricing models, meaning there is no traditional contract to renew; instead, payment is linked to campaign activity or chosen pricing tier.
Custom Terms for Enterprise: Organizations with custom requirements or negotiated plans may have formal agreements, which typically allow for flexible renewal terms by mutual agreement or are renewed upon continued usage.
No Cancellation Fees: There are no fees for cancelling a campaign or discontinuing platform use.
Immediate Account Closure: Users can close or downgrade their account and stop campaigns at any time via the RallyUp dashboard; changes take effect immediately.
Refund Policy: Refunds for donor contributions are managed directly by campaign administrators. RallyUp will assist in dispute cases, but does not guarantee refunds unless dictated by the campaign’s refund policy, especially if a donor has received goods, services, or raffle entries.
Recurring Donations: Canceling recurring donations is easy and can be done from the donor’s RallyUp account settings. This halts future donations but does not refund previous transactions.
RallyUp software meets multiple leading compliance standards to ensure the security, privacy, and legality of its fundraising and donor management operations:
PCI Level 1 Compliance: RallyUp’s payment processing meets the highest level of Payment Card Industry Data Security Standard (PCI DSS) certification, with all transactions processed by PCI-compliant providers like Stripe. This standard is vital for the secure handling of credit card transactions and donor payment data.
SOC 2 Certification: RallyUp successfully completed its SOC 2 Type I audit (February 2023), demonstrating adherence to rigorous, independent controls related to security, confidentiality, and privacy for all service processes and infrastructure.
GDPR Compliance: RallyUp complies with the General Data Protection Regulation (GDPR) for organizations or donors in the EU, providing mechanisms for data subject rights, data handling transparency, and data transfer safeguards.
CCPA Compliance: The platform meets the California Consumer Privacy Act (CCPA) requirements, supporting data transparency, privacy controls, and user rights for California residents.
Charity and Fundraising Laws: RallyUp enforces legal and regulatory rules for U.S. and international fundraising, including:
Only qualified 501(c)(3) registered charities can run Raffles in the U.S.
Built-in compliance and auto-generated official rules for Sweepstakes and Raffles.
