Toast for Good
Case study - Strategy
“I want to use my restaurant as a platform for supporting my local and global communities”
As a design consultant for Toast for Good, their non-profit branch, I led initiatives to help enrich the global food experience and contribute to a healthier, more sustainable, and equitable world. Most notably, I transformed the charitable donations program within their Guest Engagement suite, enabling customers to support established non-profits and their local community with more ease.
The following case study examines the Charitable Campaign Creation Flow, showcasing my approach to phasing improvements for a team with intermittent development capacity:
The following case study examines the Charitable Campaign Creation Flow, showcasing my approach to phasing improvements for a team with intermittent development capacity:
Outcome
Total funds fundraised
Increased by 1400% from $100K to $1.5M raised in one year
$1.5 million
Increased by 1400% from $100K to $1.5M raised in one year
Concurrent campaigns
Increased by 132% from 349 to 810 campaigns in one year.
810 campaigns
Increased by 132% from 349 to 810 campaigns in one year.
Giving to
Plus local causes that were self-defined, allowing for mutual aid fundraising
2+ million charities
Plus local causes that were self-defined, allowing for mutual aid fundraising
Context
Problem space
Restaurant owners have no way to support their local community or non-profits they are passionate about, in a way that is easy to maintain while keeping taxes in check
Restaurant owners are often some of the most known and beloved members of any community. This is especially true when these individuals can support the same community which supports them and their livelihood.
Toast for Good introduced the Charitable Campaign tool in 2022, however, the functionality was very limited due to lack of resources, users were forced to recreate campaigns manually, and there was no way to review campaign performance or history.
Project goals
![](https://freight.cargo.site/t/original/i/bdd113d8b8c1a96b91ab0bd29f6ed7cee0e5bffe9a3f1634d7eed1ed54b53cde/noun-briefcase-754774-FF4D00.png)
Business-catered fundraising Allowing customers to configure fundraising campaigns specific to their business and communities
![](https://freight.cargo.site/t/original/i/34f222181efe8771468060683f4ea6f2a1d177e8c75fef3f951ee26cdd02b71b/noun-cash-multiple-783259-FF4D00.png)
Tax-conscious experience Relieving the burden of tax record keeping and allowing customers to easily keep track of funds raised and dispersed
![](https://freight.cargo.site/t/original/i/4fc64f28eed37604c1624b6558f9315557a5a74007770abac44815d2303f1596/noun-repeat-1144124-FF4D00.png)
Easy and repeatable
Enabling customers to consistently raise funds and keep campaigns running without tedious maintenance
Design
Existing campaign creation flow
The existing flow consisted of cause selection and campaign details being collected in one single screen. Users lacked context to understand the intent behind each field being collected and had no way to edit after creation.
![](https://freight.cargo.site/t/original/i/9acafcb024e9059f8d3fb9b002c1a11f9932ba1cd842cc4b937a7917b47acd63/Existing---Cause-added.png)
Improved campaign creation flow
The improved flow separates creation into four steps: Cause selection, Campaign details, Collection method, and Review.
︎ The friction added from this addition of steps was justified by the infrequency of campaign creation, the need for a more detailed explanation (both for legal and UX), and the new user research-driven auto-renew campaign functionality.
1. Cause selection
![Campaign cause selection](https://freight.cargo.site/t/original/i/28d745cf385dccc01a7a343c744ff6c860ffb9b5463bf5c45bce0ccf840d8867/Group-55926.png)
Select from a list of verified 501(c) non-profits, or enter details for direct mutual aid
Improved clarity of difference between 501(c) charities and individuals/groups, and their associated distribution/ documentation requirements
2. Campaign details
![Campaign details](https://freight.cargo.site/t/original/i/c43747cb7998f0431434d1f16884136d9f945f235561f8070137d0045999c61d/Campaign-creation---2.png)
Describe the cause you are raising for and why you are asking for support
Increased focus on who and why funds are being raised, bringing benefactor logo/image to the forefront and separating campaign details prom previous data
3. Collection method
![Campaign collection method](https://freight.cargo.site/t/original/i/9328c7177af26c941f32233c5f1bb7c09f93acc55b5c183d599ae9b53825f29c/Campaign-creation---3.png)
Select how restaurant customers can donate and in what increments
Introduced “flat rate” and “round up” options to the existing “percentage of total” method, with related increment configuration for better business customization
4. Publish campaign
![Campaign review and publish](https://freight.cargo.site/t/original/i/0c270a1fdcf29c66559e7b68093b8f96f1612b3723baeb29e48a90237b3bae34/Campaign-creation---5.png)
Review campaign details and agree to Toast Fundraising Terms before submitting for campaign launch
- Added campaign review step to ensure accurate information and fundraising narrative.
- Improved guest facing preview allowing users to view configured collection methods before submitting.
- Added legal agreements and improved language for legal notices throughout the flow.
Campaigns Summary Dashboard
The Campaign Summary Dashboard was created to help users understand existing campaign performance, view historic campaign details, and quickly configure new campaigns. Providing one central location for fundraising and funds distribution.
![](https://freight.cargo.site/t/original/i/5958ed78708fa7503ed584f1f9e5ce17f1c8bdbe81ae4bc28a056ae169304a0e/Template---Summary-report---No-active.png)
![Campaign summary dashboard](https://freight.cargo.site/t/original/i/13f7ad04417f5f722d9baad98432bcb3e2ab671fd99d47c3299b3c5711820c2b/Template---Summary-report.png)
Review all campaign performance, retrieve fund distribution details, and view historic campaign performance
- Net-new dashboard, giving users a central place for fundraising in Toast
- Introduced channel performance to give insight into when/how customers are donating
- Integrated the (orphaned) Campaign Marketing Widget into the dashboard to more tightly knit related products
In collaboration with
︎ Associate Director of Product
Representing the product strategy and business objective, and worked with myself to conduct and review user research
Representing the product strategy and business objective, and worked with myself to conduct and review user research
︎ Staff Software Engineer
Solely supported the implementation of and testing of experience overhaul, worked in increments to achieve the final designed UX
Solely supported the implementation of and testing of experience overhaul, worked in increments to achieve the final designed UX