Our biggest feature update ever is here, giving you powerful new ways to take your member care automation to the next level. The brand new AI Care Assistants available in your JourneyCARE account are your very own, fully customizable bots that can be trained to help your organization deliver faster service, answer questions, and guide members through key actions - all automatically and fully integrated within their JourneyCARE contact record. Multiple bots can live inside your account and be custom trained to support nearly any aspect of operations. Here are just a few ways you can use them: Member Care Bot Lives on your website or member portal to answer common questions 24/7. Automatically hands off to more specialized bots when needed. Sales Bot Understands your membership and sponsor options. Handles FAQs, explains value, overcomes objections, encourages signups and interest Reference Bot Trained on your industry resources. Provides instant summaries and helpful links. Great for professional development or technical support. Event Bot Answers questions related to your conference or event series - dates, sessions, locations, etc. Shares helpful links. Routes inquiries to sales bot or your team. Onboarding Guide Bot Explains programs and how to get started. Helps members navigate login, content access and account tools. Committee Bot Handles administrative tasks that come in from board members or key committees. Can automatically send meeting links, agendas, expense forms, etc. Get full details here: https://www.journeycare.app/ai-care-assistants

We’re excited to announce a major update to the Social Planner. You can now connect and schedule posts to Instagram without needing Facebook Page permissions. Key Highlights Creator Account Support: Direct Instagram integration supports auto-posting Stories from Creator accounts. Statistics Update: While view metrics for images/videos won’t be recorded, other post data is available in Statistics. Content Guidelines: For supported dimensions, formats, and media limits for Posts, Stories, and Reels, refer to our guide: Posting Guidelines How to Set Up Go to Marketing > Social Planner Click the Settings (gear icon) next to New Post Select Add Socials Choose the Instagram option Select Direct Instagram Integration, grant necessary permissions, and choose your account You're all set! Start scheduling your posts with ease.

Want to make it even easier for people to take action with a purchasing decision? Easily add a "Buy Now" element to any email. The product name, description, and image will be pre-populated in the email and the button can direct to a streamlined check-out process.

Our latest JourneyCARE update introduces Bulk QR Code Creation, designed to save time for those of you who like to use QR codes in your marketing. Key features to note: CSV Upload: Just upload a CSV file containing name and URL values to instantly generate multiple codes. Sample CSV & Instructions: Download a pre-formatted CSV template and detailed setup instructions to guide you through the process. Folder Assignment: Organize your generated QR codes by assigning them to a folder during the bulk upload process. Real-Time Progress Tracker: Visual progress updates keep users informed on how many QR codes have been processed successfully. Confirmation Modal: See status of your processed codes once the upload is complete.

You can now pause, edit, and resume any email campaign you're sending via JourneyCARE - including A/B tests, RSS, and Send Now. Audit logs will capture when campaigns are scheduled, paused, content updated, resumed and cancelled. Obviously, everyone hopes that their emails will always be right the first time, but if you happen to notice a problem after you hit the "send" button, this new capability is intended to reduce the impact of the error by allowing you to stop the message and replace it with a corrected version.

The latest update brings Trigger Links, Custom Values, WhatsApp Flows, and Organized Snippet Folders right into your pocket. Whether you’re driving engagement, simplifying personalization, or working faster with reusable content, managing customer conversations from your mobile app just became smarter, faster, and easier than ever before. How to use these newest options: 1. Open any conversation inside the mobile app. 2. Tap the “+” icon in the text entry box. 3. Choose from: Trigger Link: Select or insert a trackable URL. Custom Value: Pick a variable from your list to insert into your message. WhatsApp Flow: Select a preconfigured interactive WhatsApp template with CTA buttons. Snippets: Search or browse folders to insert ready-made responses.

If you've ever been looking at the statistics from a campaign and thought, "maybe I should tag all the people who clicked on this link as interested in the program", today's announcement is a gift just for you! Now, you can immediately add that tag without even leaving the stats screen. You'll find a new button to do it at the top-right of the stats screen. Future interactions with the campaign can also be set to automatically apply the tag.

In recent months, the JourneyCARE platform has been undergoing a series of changes to maximize accessibility for administrators, including language translation for key functionality and also adding compatibility for accessibility tools like screen readers and keyboard navigation. The goal, of course, is to create a more seamless and equitable experience for your administrators. The latest component to be impacted by these changes is the URL redirect feature. This interface now allows for url redirects to be more easily created by those using assistive technologies.

We' ve added a brand new Community Groups filter to the Contacts area which you can use when creating Smart Lists, giving you new ways to segment and manage contacts. This allows you to quickly run targeted campaigns for group members and saves time managing larger communities.

This is an enhancement to the Certificate functionality which allows you to choose a specific date for all issued certificates to expire. Previously, you only had options that were based on a period of time (e.g. one year, one month, etc.) This allows organizations to accomplish goals like expiring everyone's 2025 membership certificate on 12/31/2025.

One of the awesome things about JourneyCARE is that you have a lot of flexibility in the way that you communicate with your contacts. Now, when you send bulk campaigns outside of the Email Marketing area, the statistics and list views for those campaigns will be pulled into the same area where you see other email statistics. This provides a centralized location for email statistics, no matter how you send them out.

If you're not yet seeing the fresh new look of the Activity Stream in your Contacts, activate this enhancement in Labs. The new design is a continuous feed with with distinct icons, date groupings, clickable cards, and backend optimizations ~delivering faster load times and a cleaner interface. What’s New? New Event Icons: Each activity type (calls, emails, notes, etc.) has its own icon for instant recognition. Date Groupings: Activities are grouped under headings like “Today” and “Yesterday” for chronological clarity. Clickable Event Cards: Each card shows title, timestamp, campaign/source labels, and links. Database Optimizations: Under-the-hood improvements yield quicker loads, faster processing, and more reliable data. Responsive Design: Enhanced interaction and layout consistency on desktop and tablet screens. Why This Matters? Performance Boost: Faster page loads and smoother scrolling thanks to optimized queries and indexing. Reduced Clutter: Clear icons and date headers make it easy to scan for specific events. Increased Productivity: Click-through cards get you to detailed interaction data in one tap, keeping you in context.

It 's now even faster to create new contracts for speakers, exhibitors, sponsors and more with a brand new way to duplicate existing contracts. Simply click on "Clone" to generate an exact copy instantly. Proceed to edit the contract as needed.

Are you using the built-in Ad Manager in your JourneyCARE account? We've sprinkled in even more awesomeness. Now, the Google Ads campaign builder has more configuration options aimed at providing you with more flexibility, control, and targeting capabilities. The updates include: Support for up to 15 Headlines & 4 Descriptions Keyword Match Types (Phrase, Broad, Exact) Bid Strategy: Maximise Clicks with CPC (Cost Per Click) Cap Gender and Age Targeting Display Path Inputs for Cleaner URLs

Did you know that you can create and manage contracts in JourneyCARE? This feature is perfect for speaker agreements, sponsor contracts, donor pledging, and more. New to the feature this week is the ability to add an expiration date, after which the receiver will not be able to sign the document. Simply enter the number of days after which a document should expire. The countdown begins the moment the document is sent. Optionally, you can add a reminder about any agreement that is about to expire.

Campaign statistics reporting got a little TLC from the development team recently with a few new upgrades rolling out. Overall Summary section has been added for quick insights. Engagement Analysis is available over a customizable 90-day window. Conversions Over Time provides you with a visual graph to track revenue trends. Our goal always is to provide you with the most complete picture we can at a glance. We hope you find these latest enhancements to be helpful!

No more jumping between design tools, resizing images, or manually editing assets for every channel! Automatically applying a watermark ensures your logo or brand tag appears across all content, no matter the channel. Just toggle the Watermark option under Advanced Settings while creating a post on mobile. With Media Optimization, your uploaded images are automatically resized and formatted to meet the unique requirements of each social platform (Instagram, Facebook, LinkedIn, etc.). How to Use These Features? Open the Social Planner in your mobile app Start creating a new post and upload your media Under Advanced Settings, toggle on: Watermark to apply your branding Media Optimization to auto-format for every platform Publish your post across channels

Coming to JourneyCARE from a different platform? Now you can bring your financial transaction history with you for seamless reporting. Respective transactions or orders file needs to be in csv format. In case of transactions, after validations and showcasing a preview, the transactions would be imported into the system. Imported transactions will be included in revenue reporting. In case of orders, along with a record for every order in the CSV, against every order a linked transaction record would also be created. These order based transactions would also impact the revenue and respective dashboards. Since customer details are also added on the csv files, either new contacts would be created or existing contacts would see these transactions/orders. Two separate dates would be maintained in the system - when the transaction is added to JourneyCARE and when the purchase transaction was originally executed.

You can now select a custom email template when sending manual certificates through JourneyCARE, giving you greater control over how your communication looks and feels. How to Use Choose your preferred email template during the manual certificate sending process. Customize the email subject for added personalization. If no template is selected, the system will automatically use your default template set in the Client Portal settings. This update brings more flexibility and personalization to how you deliver certificates to your members!

Two key enhancements have been introduced to JourneyCARE's Media Storage functionality that make browsing and selecting images faster and more intuitive. Now you can instantly identify image orientation and view exact pixel dimensions without needing to open each file. While browsing thumbnails, a landscape, square or portrait badge now appears directly on each image. This visual cue makes it easy to identify the orientation at a glance. In list view, each image now displays its width × height in pixels right next to the filename. This ensures you can quickly determine whether an asset fits your design requirements. These improvements bring more clarity and control to your workflow making it easier to select the right images, faster. These upgrades are designed to save you time and reduce guesswork. Note: Dimensions of older images in your library may not be showing yet, but conversion is underway.

Introducing a new way of determining who should receive your email campaign! Previously, it had been necessary to go into Contacts to pre-build a saved list so that you could target that specific list when you'd send an email blast. Now, you can skip over that pre-build part and create your recipient list directly in you remail campaign. This allows you to have quick, flexible targeted all in one place, even if the mix of recipients you are aiming to reach is complex. How to Use: Open any campaign in new or edit mode Go to Send or Schedule Screen In Recipient section → Click Build Segments Add conditions using Tags, Contacts, Smart Lists or Segments Use AND/OR logic to combine rules

JourneyCARE now offers Closed Captions & Subtitle Support for your Courses, a powerful upgrade that brings accessibility front and center to your video courses and helps you cater to global audiences. The subtitle editor allows you to fine-tune timing and formatting with precision. Why This Update Matters: Make content more inclusive for learners with hearing impairments. Support non-native speakers through language-specific subtitles. Improve engagement and comprehension across diverse audiences. Align with accessibility best practices for online learning. 

Our latest update to JourneyCARE's payment functionality provides you with additional flexibility on what happens when a member's automatically recurring payment fails. Previously, you could establish a custom "retry" schedule and automatically lapse the member's status if the transactions don't work, but now you have an option of creating an invoice upon failure. Set this up in your account by going to: Payments > Settings > Subscriptions 

We're excited to introduce the Internal Chat feature, designed to enable private team communication within the Conversations module. With Internal Chat, you can seamlessly collaborate with your admins without involving contacts, ensuring discussions remain private and focused. Whether you're coordinating responses, reviewing member queries, or sharing internal updates, Internal Chat helps you keep everything organized in one place.  What’s New? You can now start private internal chats within the Conversations module, allowing for real-time collaboration among team members. Internal chats function just like regular conversations but are only visible to the participants added to the chat. You can send messages, emojis, and attachments for seamless communication, set a subject for better search-ability and organization. Add more team members to existing internal chats, with the ability to choose whether they see past messages. How to Use Open the Conversations module and click on New. Select Internal Chat as the conversation type.

In the If/Else action we have added new operators for custom text fields. Is any of Is none of You can also now add multiple options in the value by just comma separating them.

Composing emails in JourneyCARE is now even more flexible with the ability to adjust visibility for entire sections to show/not show depending on whether someone is reading the email on their desktop computer or a mobile device. How to Use Create an email template and add a layout Hover over the layout and click on the desktop/mobile icons to toggle visibility

Our latest update to the admin mobile app now includes support for Authorize.net, NMI and Square for point-of-sale (POS) and mobile payments. The ability to add new credit cards and saved cards allows or ganizations to easily accept in-person payments. Initially, this is considered a public beta with full launch expected next week. If you want to use any of these processors with your mobile app, be sure that it is set as your default payment provider in JourneyCARE, then go into your mobile app to handle your transactions.

Have a time-sensitive offer you'd like to convey? Simply add a Countdown Timer to your emails! There are now 3 options to choose from: Fixed Timer: A universal end time that is the same for everyone Recurring Timer: This type loops with configurable durations and cycles Dynamic Timer: This one is personalized to each person based on when they opened the email You'll find the timer functionality in JourneyCARE's Marketing tools. Check it out when you have a chance!

The Ad Manager statistics section in JourneyCARE now provides performance data for Sales and Engagement campaigns.  This data was previously only available for Leads and Traffic objectives. How It Works: Under Ad Manager Statistics tab of Ad Manager, we can see the campaign performance details. In the "Results" column of campaign statistics, users will now see outcome data for: Engagement Objective with Messaging Apps as the conversion location Displays the number of people who started a conversation through the ad.