We just rolled out an awesome update for the Workflow Builder. Now, in addition to being able to Copy/Paste within the same workflow, you have the option to Copy/Paste into a completely different workflow! For those of you who spend a lot of time building out automations, this small change could save HOURS of time because you no longer have to start scratch to add actions into a workflow that already exists. Simply copy like you normally would and note that you can now navigate to any other workflow and paste.

Although not needed for all websites, a Disclaimer is a critical document for many types of websites as it helps you limit your liability that can arise from certain website features. Whether you advertise third party products or services, sell or display health products, participate in an affiliate program, provide health and fitness advice, or provide information that could be seen by others as legal advice, a Disclaimer can help protect your website and organization. Here at JourneyCARE, we partner with Termageddon to help organizations create custom website policies. Termageddon recently announced an expansion in their Disclaimer Generator's capability, now covering 87 additional laws, rules, and regulations, plus having applicability beyond the United States, to include Canada, the United Kingdom, Ireland, and Australia. Here is a list of the additional laws, rules, and regulations added: Testimonials, reviews and endorsements Federal Trade Commission’s Trade Regulation Rule on the Use of Consumer Reviews and Testimonials Australian Competition and Consumer Act 2010 Schedule Australian Competition and Consumer Commission Online Product and Service Reviews Guidance Unfair Commercial Practices Directive (Directive 2005/29/EC) Copyrighted work – fair use doctrine 17 U.S. Code Section 107 Health products Therapeutic Goods Act 1989 Therapeutic Goods Regulations 1990 Therapeutic Goods Advertising Code 2021 S.I. No. 541/2007 Lawyers/Law Firms Canada Model Code of Professional Conduct Ontario Rules of Professional Conduct British Columbia Code of Professional Conduct Alberta Code of Conduct Quebec Code of Ethics of Advocates Manitoba Code of Professional Conduct Saskatchewan Code of Professional Conduct Nova Scotia Code of Professional Conduct New Brunswick Code of Professional Conduct Newfoundland and Labrador Code of Professional Conduct Prince Edward Island Code of Professional Conduct Yukon Code of Conduct Northwest Territories/Nunavut Code of Conduct United Kingdom Solicitors Regulation Authority Code of Conduct for Solicitors Bar Standards Board Code of Conduct Solicitors’ Practice Regulations Republic of Ireland Legal Services Regulation Act 2015 Advertising Regulations 2020 (S.I. No. 644 of 2020) Australia Legal Profession Uniform Law Legal Profession Uniform Conduct Rules South Australian Legal Practitioners Conduct Rules United States American Bar Association Model Rules of Professional Conduct Alabama Rules of Professional Conduct Alaska Rules of Professional Conduct Arizona Rules of Professional Conduct Arkansas Rules of Professional Conduct California Rules of Professional Conduct Colorado Rules of Professional Conduct Connecticut Rules of Professional Conduct Delaware Lawyers’ Rules of Professional Conduct Florida Rules of Professional Conduct Georgia Rules of Professional Conduct Hawaii Rules of Professional Conduct Idaho Rules of Professional Conduct Illinois Rules of Professional Conduct Indiana Rules of Professional Conduct Iowa Rules of Professional Conduct Kansas Rules of Professional Conduct Kentucky Rules of Professional Conduct Louisiana Rules of Professional Conduct Maine Rules of Professional Conduct Maryland Attorney’s Rules of Professional Conduct Massachusetts Rules of Professional Conduct Michigan Rules of Professional Conduct Minnesota Rules of Professional Conduct Mississippi Rules of Professional Conduct Missouri Rules of Professional Conduct Montana Rules of Professional Conduct Nebraska Rules of Professional Conduct Nevada Rules of Professional Conduct New Hampshire Rules of Professional Conduct New Jersey Rules of Professional Conduct New Mexico Rules of Professional Conduct New York Rules of Professional Conduct North Carolina Rules of Professional Conduct North Dakota Rules of Professional Conduct Ohio Rules of Professional Conduct Oklahoma Rules of Professional Conduct Oregon Rules of Professional Conduct Pennsylvania Rules of Professional Conduct Rhode Island Rules of Professional Conduct South Carolina Rules of Professional Conduct South Dakota Rules of Professional Conduct Tennessee Rules of Professional Conduct Texas Disciplinary Rules of Professional Conduct Utah Rules of Professional Conduct Vermont Rules of Professional Conduct Virginia Rules of Professional Conduct Washington Rules of Professional Conduct West Virginia Rules of Professional Conduct Wisconsin Rules of Professional Conduct for Attorneys Wyoming Rules of Professional Conduct for Attorneys At Law US Territories American Samoa Rules of Professional Conduct Guam Rules of Professional Conduct Northern Mariana Islands- adopted the American Bar Association Model Rules of Professional Conduct Puerto Rico Rules of Professional Conduct U.S. Virgin Islands Rules of Professional Conduct

TRANSCRIPT: For those of you who use JourneyCARE's built-in integration with Postalytics to send print mail via USPS, I'm happy to share that you have a new option to include a reply envelope. Reply envelopes are a great way to boost the likelihood that you are going to get a response because it removes the effort required for someone to do so. You can use them with fundraising campaigns, election ballots, paper surveys, or offline program enrollments. Anytime you want to make it easy for someone to return a response to you, consider including one. There are actually two options. First, a business reply envelope, which is pre-addressed and postage paid, so the response can be sent back to you without someone adding a stamp. As the sender, you only pay for postage if the envelope is returned. Using this type of envelope also requires getting a special permit from the USPS. Our partner post alytics can help with this permit process. The other option is called a courtesy reply envelope, and this type is pre-addressed, but the recipient needs to apply a stamp so you are not covering the postage on these replies. That makes it lower cost and also there is no USPS permit required. One final quick note in order to see the reply envelope option. You need to be using the 8 1/2 x 14 inch letter format, which gives you a removable section that someone would be returning in the envelope. If you are using any other style of mailer, you won't see the envelope option. Go ahead and give this new option a try on your next mailing and let us know what you think.

TRANSCRIPT: Hey there, JayCee here with a quick update for all you instructors and admins. This one's going to make your reporting life a whole lot easier. You can now export assessment results directly from the assessment reporting screen with just one click. That means no more manual copy pasting. No more digging around to find scores. Just clean structured data exactly when you need it. A couple of things to note: First, the export will be based on any filters that you've set. Also for large exports, over 500 rows, you'll get a secure download link that's good for 24 hours. This same export feature is coming soon for other screens like course progress, revenue, and Member Insights, so watch for those to roll out soon.

TRANSCRIPT: Our development team just dropped a major update to the mobile app, and it's all about making your member experience faster, smoother, and easier to navigate. Here's what you'll notice first load times for joined communities are faster. Next, switching between courses and communities feels super snappy. Navigation across screens feels smooth. The layouts are leaner and easier to browse. Finally, both the top and bottom navigation bars got a fresh redesign to make everything more intuitive. Our team's goal, of course, is to provide you with an app that keeps up with you with less friction so that you members can hop into your groups and learning experiences without missing a beat. I'm also pleased to share that these changes are just the beginning. Even more mobile first enhancements are on the way.

TRANSCRIPT: Hey there. The next time you visit the credentials area in Journey Care, we think you'll love what's new. The old preview page gone in its place is a sleek professional grade credential page that's designed not just to look good, but to work hard for your members. Each certificate now features a page layout that displays the recipient's name issuing organization issue, and expiry dates all in one beautiful view. With just a click. Recipients can download their credential or share it directly to LinkedIn, Facebook, Twitter, or WhatsApp. No screenshots, no workarounds, just instant visibility. And speaking of LinkedIn, we've added one click access to LinkedIn's credential form already pre-filled for fast and easy listing. Perfect for highlighting achievements in seconds. And then one final edition that we think you'll like. There's now a real time verification tool built right in anyone can click to confirm a credentials, authenticity, giving your organization added credibility and helping your members shine even brighter. That's it for this update, but that's a big change, isn't it? Your ability to issue credentials via JourneyCARE just went from basic to brilliant, so be sure to take a look.

TRANSCRIPT: Hey there, JC here with an update for your workflows. If you've ever wished your automations could react when someone updates their address, now they can. We've added a new trigger that can now kick off workflows. The moment a contacts address changes, whether it's a new street address, updated city, postal code, or even country, your automations can spring into action without skipping a beat. Let's say a contact moves into a different region of the country. You can instantly alert your team, or if a member updates their city, you can automatically tag them to get updates for local events. Even small fixes like correcting a street address can trigger follow-up actions to keep your data clean and your team informed. Smart, seamless automations can happen where and when you need them, so go ahead and put those address changes to work. As always, if you need any assistance with your workflows, our help desk team is just an email away. Feel free to reach out.

TRANSCRIPT: Hey friends, JayCee here, your AI powered client educator for Journey Care. I'm back today with an exciting update about the AI capability in your account. The capability of the AI care assistance in Journey Care has been expanded, which means that your bots are even more flexible in their conversations. With your contacts, you can now have your AI care assistant collect up to 20 contact fields during their interaction. That is a massive increase from the three fields that you could do before. This means that you can get richer data collection from a membership inquiry, event registration, donation, or sponsor signup. Additionally, you can trigger up to five workflows. Again, that's an increase from three before. We hope you've been loving the amazing things you can do with your customizable care assistants. If you've created something super useful, drop us a line here at the help desk and let us know.

TRANSCRIPT: Hi there. It's JayCee from the Journey Care team with some exciting news that makes your website even more AI ready. And the best part, you don't have to do a thing. We've automatically rolled out something called LLMs txt on all published sites. It's already working behind the scenes for you. Think of it like a cheat sheet for AI made specifically for tools like Chat, GPT, Claude and Perplexity. It gives these large language models a clean, structured map of what your site is all about. That means when someone asks an AI tool about your organization or a topic that your website covers, the right information is readily available in a format that AI easily understands. Here's what happens automatically every time you publish your site. Now, a fresh AI friendly file is created behind the scenes. It includes your live pages, including things like blog posts, product pages, and multi-language versions of your pages. If you have those, it skips over drafts or no index pages. Keeping the good stuff front and center. This update for journey care sites is a really big deal because most websites don't have this yet, but your site does, which means that AI tools are more likely to represent your organization accurately, link to your content, and present your brand in a clear and professional way. We also hope it serves as another sign that the Journey Care Team is helping you stay future ready. As the world changes, marketing evolves and consumer expectations shift. As always, if you have any questions, please reach out. Our team is here to help.

TRANSCRIPT: This is just a quick announcement to let you know that it is now possible to connect two models of Stripe's, internet connected card readers to the mobile app. This provides you with a new way to take secure in-person payments through the point of sale feature. This update is specifically for the BBPOS WisePOS E and Stripe S700. To use one of the new readers, you must be using Stripe as your payment method. Simply connect the reader to the same internet network as your mobile device. Inside the mobile app settings, you'll be able to pair the reader in the payment devices area. It should walk you right through the process. If you have any trouble getting connected, let us know. We do strongly recommend that you connect and test your processes ahead of any event where you plan to use the reader. That way you can get acclimated to how it works beforehand.

Order Bumps are now available in Forms and Surveys. What is an "Order Bump"? Bumps are essentially an add-on which you are offering when someone purchases something else. It's like when the fast food restaurant asks "would you like fries with that?" when you order a burger. Now, when someone is signing up for your Conference, you can have a special highlighted area that says, "hey, wouldn't you like to get a T-shirt for the event, too?" or "how about grabbing an annual membership along with that conference ticket?"  Key Highlights Classic & Modern Bump Styles: Choose between the traditional Classic view or a sleek Modern layout. Multiple Templates: Templates are crafted to increase visibility and engagement. Custom Design Options: Modify bump colors, icons, highlight text, borders, pricing display, and more. Supports Multiple Bump Products: Add more than one bump product to a single form or survey. Toggle & Reorder: Activate or deactivate bump products with ease and arrange their order to suit your needs. IMPORTANT: Either the main product or a bump product can be set as recurring, but not both simultaneously. How It Works Insert a Sell Product field into your form or survey. Choose your product type as either Main Product or Bump Product in the settings panel. Enable Bump Products and select your preferred style—Classic or Modern. Pick a template, configure your styling and text, and preview it live. Save your form or survey and start collecting boosted payments.

We're excited to announce the addition of AI-powered assistance directly inside the workflow builder. You'll likely notice this the next time you are creating Triggers or Actions. If you'd like a little more guidance on set-up or practical examples, simply click the Learn More button at the top-right of the panel to launch the guide.

If you're taking advantage of JourneyCARE's Social Planner feature, you'll be happy to see that we've streamlined the process of adding posts to a Category Queue. Previously, you had to schedule or publish a post in order to add it to a queue, but you can now do that on-the-fly as you are creating the post. Simply choose the category you want from a dropdown or create a new category at that time.

You can now create custom Badges in your JourneyCARE account. You'll find this feature in the same area as Certificates. Simply design your badge and use the "Issue Certificate" action to automatically send the badge. You'll find that both badges and certificates are available in the dropdown where you choose which item to send.

If your organization serves a global audience, you'll be excited to know that you can now automatically calculate international taxes. What's New: Select multiple countries for automatic tax calculation and also add country-specific VAT IDs or local tax ID numbers. Configure and manage nexus addresses to determine tax obligations in different geographies. Taxes are automatically applied on checkouts and invoice payments based on the customer’s address. Applicable across all checkout types - Payment Forms, Payment Links, Invoices, and Ecommerce Stores Also applicable across all payment providers - Stripe, Authorize.net, PayPal, Square, etc.

JourneyCARE now offers 2-facto r authentication for administrators via Authenticator apps like Google Authenticator, Microsoft Authenticator, Authy or Duo. You'll find the new option under Settings --> My Profile. Simply click the QR code that is provided using your preferred app and then enter the code that your app provides.

We’ve rolled out two enhancements to streamline your workflow on the social planner dashboard: New Socials Shortcut: You can now quickly access your Social Planner with the "Add Socials" shortcut directly from the dashboard. One-click access to streamline your posting workflow! Sticky Dropdown Actions: In the social accounts dropdown, the "Add Account" and "Add Group" options are now sticky—always visible at the bottom for easy access, no matter how many accounts you’ve added. Why it matters? Many users were unaware of how to start using the Social Planner or found the navigation buried. This shortcut reduces friction for new users and makes the Social Planner more discoverable and accessible for everyone. Also, when users had multiple social accounts or groups, key actions were pushed out of view, leading to confusion and extra scrolling. Making them sticky ensures that these critical actions are always visible, no matter how full the list gets.

A new trigger is available to you in Workflows: Subscription Paused . This means that you can automatically take action whenever a membership is paused instead of canceling. Pausing is a way to give a member a break without completely breaking their subscription. Previously, a membership had to be completely cancelled and then repurchased, so this is just another way to give you more flexibility around how you manage your member journey.

We’ve rolled out a series of user experience improvements designed specifically to enhance your members’ mobile shopping experience. From product discovery to post-purchase, everything’s been fine-tuned to be faster, cleaner, and easier to use. Here’s what’s new: Product Ratings, Simplified: We’ve added a single star emoji with rating count at the bottom left of each product image—streamlined and easier to scan. Smarter Sort & Filter: The filter experience has been completely redesigned with a more intuitive layout—and we’ve fixed the price filter overflow issue on smaller screens. Dropdown Display Fixes: Dropdowns in the “Create Review” section now behave as expected—no more overflow issues on mobile. Cart Drawer Upgrade: Better organization for subscription info and error messages makes the cart drawer more user-friendly. R edesigned Cart Page: We reorganized cart item details for a cleaner, more digestible look. Checkout Page Summary: A new accordion-style cart summary lets customers easily toggle cart details during checkout. Better Coupon Placement: The coupon field is now conveniently located near the subtotal and total, right where your customers expect it. Thank You Page Refinement: We’ve rearranged the layout to improve visibility and give your customers a more polished post-purchase experience. These updates are all about removing friction and helping your shoppers glide from product discovery to checkout, especially on mobile.

This latest update to JourneyCARE provides your organization with more flexibility when it comes to collecting payments. You now have the option to pass on credit card processing charges, or other miscellaneous fees, to the person making the payment. With just a quick setting, you can ensure your association isn't absorbing extra costs. To take advantage of this new capability, go to your Payment Settings and look for the section for Miscellaneous Fees. Turn it on, set your percentage, choose a label (like “Processing Fee”), and decide exactly where you want that fee to show up. Just check the boxes and you're good to go! The fee is automatically calculated based on the transaction amount and shows up as a separate line item during checkout, so everything stays transparent for your members and supporters. A couple of things to keep in mind: This applies to new transactions only. Nothing changes on invoices that have already been sent out or payment plans that are already in place. Also, it is very important to know that the rules around credit card processing fees are different in different states and local jurisdictions. So know what rules impact you based on your organization's location or where your customer transactions occur. In the future, we're planning to expand this capability to more areas like Ecommerce and mobile point-of-sale. Plus, we plan to allow you to set different fees by channel and provider, so watch for future updates on that.

This update introduces support for uploading audio files with the MIME type audio/wav, in addition to the previously supported audio/x-wav. Purpose To expand file compatibility and improve user experience by ensuring broader support for audio uploads, particularly the commonly used audio/wav format. What Changed Before: Only the MIME type audio/x-wav was supported. Now: The system now supports both audio/x-wav and audio/wav MIME types. This update improves compatibility with different audio file exporters and recording tools that use audio/wav.

You can now create higher-quality, platform-specific AI content in Social Planner with our all-new, guided content questions powered by Content AI. What’s Changed? Adaptive Experience: The content generation form now adapts to your selected platform (Facebook, Instagram, LinkedIn, etc.) and content type (Post, Reel, etc.), asking only the most relevant questions. Brand Voice Integration: Brand Voice fields are auto-filled wherever possible for consistent, on-brand content. You can still override or add extra details as you wish. Streamlined Workflow: Mandatory fields are always visible, while optional questions are neatly tucked into a collapsible menu - expand them whenever you want more control. Clearer Content Goals: The new questions help you clarify your key message, content goal, CTA, and more - tailored to each social platform and content type. How Do I Use This? Go to Marketing → Social Planner. Click the "+ New Post" button. Under the dropdown, select "Content AI" to launch the new experience.  Try it out and share your feedback for the generated content

We’ve introduced a faster, more streamlined way to add content for your course assessments at scale using a CSV upload feature: What’s New Upload assessment questions via CSV directly inside the course editor No persistent storage of the uploaded file — prioritizing privacy and performance Optimized for scale — upload large sets of questions quickly and reliably Why It Matters Efficiency: Create assessments faster without manual input Security: Avoid storing sensitive or bloated files Simplicity: Cleaner workflows for bulk content creation

We’re excited to roll out a highly requested enhancement to the product creation and editing experience. What’s New: Drag & Drop Reordering: You can now effortlessly drag and drop images within the product gallery to set their desired display order. Featured Image Indicator: The first expanded image is automatically designated as the featured image, marked with a verified tick icon for easy recognition. Persistent Image Order: O nce saved, the selected image sequence is retained across sessions and reflected accurately in the E-commerce storefront. Bulk Image Deletion: Users can now bulk select multiple images and delete them in one action, streamlining image management. Enhanced Media Library Uploads: From the Media Library, users can now upload multiple files at once with improved performance and user feedback. Gallery Redesign: The product image gallery has received a visual and functional redesign to deliver a smoother, more intuitive experience. This update significantly improves how users interact with product images, making product setup and management more efficient and user-friendly.

Just a quick heads up for those of you who use JourneyCARE to send conference postcards, annual reports, donor letters, etc. We are expecting to see a USPS postage rate increase coming in mid-July - July 14th. This upcoming change will result in an average increase of about 7% across various mail formats. It will be important to factor this into your direct mail planning. Our direct mail partner, Postalytics, will be publishing detailed pricing updates within the next couple of weeks to help you prepare. In the meantime, remember that you can PRE-PURCHASE mail credits that are good to use for a full year. This means that you lock in current postage pricing and help control your costs. If this is of interest, you can purchase credits inside your JourneyCARE account.

We’re thrilled to roll out a game-changing enhancement to Social Planner - the Advanced CSV for bulk posting is now live! This powerful upgrade allows users to bulk schedule content across multiple platforms, including Stories, Reels, Shorts, Google Business Profile, TikTok, Pinterest, and more with unmatched flexibility and ease. Packed with advanced support for watermarks, media optimization, tags, categories, and first-time comments, this feature redefines what’s possible with social scheduling. Say goodbye to limitations — and hello to one of the most comprehensive CSV importers in the social posting market.

Sending Email via workflows just got smarter, faster, and easier - thanks to AI! We’re thrilled to introduce Email Action AI, enabling users to generate Email with just a simple description. No copywriting needed. Simply describe your use-case and AI will write the Email for you. How to Use It?  Select: Choose "Send Email" action in your workflow. Activate AI: Click "Write with AI" to open the AI assistant. Describe: Input your desired functionality (e.g., "Write a promotional Email asking user to utilise holiday season discount and purchase Christmas themed merchandise."). Tone: Select tone of your Email. (Optional - default is neutral tone) Generate: Click Generate and let AI craft the Email for you.

A new Rating Element is now available in Forms, Surveys, and Quizzes. This element enables users to collect ratings using a visual scale, improving feedback collection and engagement. Key Features Fully functional in Forms, Surveys, and Quizzes. Multiple Icon Options - includes stars, hearts, thumbs-up, and more. Customizable Scale - set the number of rating points (e.g., 1–5) Add custom labels such as “Poor” to “Excellent” Choose icon alignment: left, center, or top Submission Output and Visibility Submission Table Contact Record PDF Export Contact Timeline

We've redesigned the filter experience to make it more powerful and intuitive. Along with a new look, you’ll notice smarter behavior and more flexibility when setting conditions on your widgets. What’s New? Fresh UI: Sleek, modern layout with better use of space. Nested Filter Groups: Create multiple filter groups using OR conditions. Duplicate Filters Allowed: Previously, the same filter couldn't be used more than once — now it's possible through nested groups. Smarter Warnings: Clear messages when filters are linked (e.g., pipeline and stage). Chart Type Picker: Choose chart type right from widget settings. Redesigned Sidebar: Slimmer layout gives more room for live dashboard preview. Same Experience in Custom Reports : This new filter interface is also being rolled out to Custom Reports, so you get the same flexibility and improved UX across both widgets and reports.