A new feature in workflows has folled out which allows filtering based on whether someone agreed to the Terms and Conditions (T&C) element in a Form, Survey, or Quiz. This enhancement helps streamline user targeting and ensures workflow steps are aligned with compliance requirements. To use the feature, simply create a trigger like you normally would for a Form, Survey, or Quiz and then add the filter layer.

In Portal settings, you'll now find FOURTEEN additional notification emails you can customize for Communities. Be sure to pop over to Portal -> Settings -> Emails to take a look at the list and revise your preferences. Group Membership Status Email New Member Request Declined/Removed by Admin Added to Private Channel General Group Emails New Comment Reply Content Reported Role Changes Group Ownership Changed Subscription/Payment Status Email Additionally, Post and Comment tagging emails now contain a preview of the comment/post.

Does YouTube hijack your site visitors by offering "related videos" at the end of your videos? Now, you can simply toggle that off as an option in our Premium Site Editor, keeping your site visitors on your page for a more seamless experience. Note that you do always have the option to directly upload your videos to the JourneyCARE platform, but for organizations that prefer not to move videos from YouTube, the ability to toggle off YouTube's suggestions is a feature you may wish to explore.

Did you know that JourneyCARE offers expansive video hosting capabilities in each organization's subscription at no extra cost? Videos can be up to 4 GB in size and are accepted in all major formats: avi QuickTime MP4 MPEG Ogg Windows Media Video WebM video And now, uploading those videos is faster than ever with average user wait time reduced from 2.2 minutes to a remarkable 0.6 minutes!  Just another example of the invisible work behind the scenes that happens to keep the system running in tip-top shape for you.

Today , we have another another update for Payment Links. Now, when sending a link, you can automatically apply a coupon. If you are offering different discounts for various target groups, you can now send them different payment links which will automatically apply the correct discount.

Payment links are a convenient way to allow someone to quickly submit a payment, but what if the price changes at some point in the future? You wouldn't want someone to be able to pay through that link, would you? Now, you can exclude an expiration date when you create a payment link. How to use? Go to Payments -> Payment Links Create a link Check the box for automatic deactivation Select a date for deactivation Save and send it Once user comes to the link post the deactivation, they will be shown an error page

Does your organization le verage the marketing power of customer reviews? JourneyCARE now connects with more than 40 new sources of online reviews. This integration allows you to see customer reviews all in one place and respond more quickly. Airbnb AliExpress Angie’s List Amazon Agoda App Store Avvo Booking.com Capterra CarGurus Cars.com CitySearch Consumer Affairs DealerRater eBay Expedia FindLaw FourSquare Facebook Glassdoor Google Business Profile Google Play Google Shopping Healthgrades HomeAdvisor Hotels.com Houzz IMDb Indeed Lawyers.com OpenTable Product Hunt ProductReview RateMDs TripAdvisor TrustPilot VRBO WebMD Yellow Pages Yelp Zillow ZocDoc Zomato

Two enhancements have rolled out for the JourneyCARE Certificate Builder. Responsive Certificates Certificates are now optimized for all device types, ensuring a seamless experience. Certificate holders can now easily view their certificates on mobile, tablet and desktop. Format will adapt the certificates accordingly. Improved Certificate Download Flow Downloading certificates is now simpler and more seamless. Certificate holders can download certificate PDFs in just one step, ensuring a faster and more efficient experience. The download process is now consistent across all devices and browsers.

Anytime we can make adjustments to provide a more streamlined, intuitive, and unified experience, we'll always do our best to make that happen. This update ensures that all critical contact details and related activities are consolidated into a single, easy-to-navigate screen in the Admin Mobile App. What's New? Quick Actions - Common functions easily accessible Tabbed Navigation Approach - Unified access to all contact-related information under tabs: Folded Information Structure - Each section within the tabs is collapsed by default for a clutter-free view. Custom Values Integration - Custom values are now onboarded at the contact level, allowing for personalized data management. Tag Management: Tags are enabled to help categorize contacts effectively and Multi-select contacts to add tags in bulk. Enhanced Activity Tracking - All events related to a contact, such as appointments, document uploads, surveys, and page visits, are consolidated under the activity tab. Future-Proof Design: Elements introduced in this overhaul will be leveraged across other CRM modules such as Opportunities and Appointments, ensuring consistency and making it easy to use. Quick Actions on Contact Tiles: Managing your contacts is even more efficient with our new long-press feature. Simply hold down on a contact tile to instantly access essential actions.

We understand how frustrating it can be to encounter image-related errors when planning your social content. With Image Optimization, you can focus on creating compelling content while we handle the technical details. Key Benefits: Automatic Image Resizing: Images are automatically adjusted to meet the platform-specific requirements, eliminating the need for manual resizing. Enhanced Quality: Our optimization process ensures your images retain their visual appeal without compromising on quality. Improved Compatibility: Images are automatically formatted to comply with the technical requirements of different social media platforms. Reduced Upload Time: Optimized images are lighter in size, ensuring faster upload speeds and a seamless scheduling experience. Error Prevention: Common issues like incorrect dimensions, file sizes, or unsupported formats are automatically resolved.

Previously for most workflow actions, we were showing executions in two steps: waiting and then executed. This added more lines to the execution logs, which could sometimes feel a bit cluttered and customers sometimes found the two steps confusing. What's new? With this change, we are now showing only end statuses. i.e. executed. In case an action is still in progress we show waiting status until it completes. Ultimately, this will help your organization have a cleaner view of execution logs. List of supported actions Appointment Booking Bot Chat GPT action Conversation AI Custom Code Google Sheets IG Interactive Messenger Interactive Messenger Custom Webhook Slack Clear Custom Object Record Fields Update Custom Object Record All IVR Actions All Marketplace Actions All Internal Actions Note This change is only for selective actions. The actions like wait step, manual actions will still show up as 2 different logs.

With this functionality, organizations will be able to collect payments using invoices in cases where automatic collection of a subscription payment fails. An invoice would be automatically created every time there is payment failure for a subscription and would also be sent to the customer automatically. This will be done in parallel with the ongoing subscription payment retries. The customer's payment can either complete with existing retries or they can pay using the invoice. As soon as payment is collected via the invoice, subscription would become active again, provided there are no other unpaid open invoices present for the subscription. These invoices would function similar to any other invoice with the exception of limited edit available i.e. the invoice amount, customer, email content, etc. cannot be edited and would reflect what is already there in the subscription.

Take control of your notes with an upgraded experience across Opportunities & Contacts. With enhanced search, filters, and a more organized view, finding and managing your notes is now easier than ever! What's New? Filters & Sorting – Quickly find the notes you need with improved filtering options and sorting by Date Created. Search Notes – Instantly locate specific notes using the new search functionality. Additional Contact Notes – View notes linked to related contacts within an opportunity, ensuring complete visibility. 

If you've ever wished it was easier to send members or other customers access to resources in your Portal, today is the day you've been waiting for! Introducing Global Magic Links, a new feature that provides greater flexibility to send login links through workflows. This enhancement removes dependency on specific triggers, allowing seamless integration across all template structures.

While we hope your Community members are helpful in their contributions, we understand that it's possible that you need to remove a member at some point due to inappropriate posting. When doing so, you'll now see an option to not only ban the member, but also delete all content that has been posted by that user. This update makes it easier for you to get rid of spam or inappropriate content in one fell swoop, rather than having to delete every post/comment individually.

Using the JourneyCARE Social Planner, you'll now have access to an expanded set of analytics which includes Google My Business, Pinterest and Tiktok. These new sources are in addition to the analytics that were already present for Instagram, Facebook, and LinkedIn. Track the number of posts, likes, comments, followers, impressions and reach. Social Post Performance is now viewable on an interactive graph, showcasing trends and weekly performance.

If your organization is using Wave Accounting, this update is going to be an exciting advancement for you. Now, you can easily sync invoices created or updated in JourneyCARE with your Wave account. Go to Settings -> Integrations to see the new Wave option. Select on manage and enter your Wave credentials. Give access to allow 1-way sync. Note: As of now, any changes to status of invoice, i.e., paid/partially paid etc won't be synced since Wave does not provide a way to sync those statuses as of now. You'll still need to update those statuses manually.

An exciting new upgrade has rolled out for your member portal. Now, your members can easily manage, update, or remove cards directly from their Portal account, ensuring that their subscription experience is more seamless and secure. What's New? Viewing All Cards: The user can now view a comprehensive list of all the cards they have used for various subscriptions, making it easier to manage payment methods in one place. Deleting Cards: Users can delete cards they no longer wish to use for future payments. However, if a card is already linked to an active subscription, an alert will notify the user about this before proceeding with the deletion. Updating Card Details: Users can conveniently update their card details through a secure “Payment Link,” ensuring their payment information stays accurate and up-to-date without manual edits.

Significant en hancements have rolled out to streamline your task management experience in JourneyCARE. What's New? Default smart lists: Find tasks due today or upcoming soon with a single click. Advanced filters: Quickly sort and find tasks using a wide range of filtering options. Field customization: Decide which fields to display for a personalized task view. Sorting options: Organize your tasks based on priority, due dates, or custom criteria. Enhanced user experience: Seamlessly add or modify tasks with a redesigned and more intuitive modal.

For organizations with list sizes larger than 10,000 contacts, there was previously a limitation in being able to export all email statistics. That limitation has been lifted, so you can now export ALL of your email stats, even for your very large lists. So, feel free to analyze your stats to your heart's content and keep on growing those contact lists!

Previously, the "Resend To Unopened" feature was only available for "Send Now" campaigns, but now you can take advantage of this feature for RSS and Batch Schedule campaigns. This provides a new opportunity to engage contacts who may have missed an original email.

SEO meta tags are now live in production for all communities. This enhancement is designed to make sure your community shines in search engine results. No additional steps are required from your end. Simply share the URL of your community and the group title, description and cover image will automatically appear as meta tags, enhancing your group's visibility in search engines.

JourneyCARE's payments module now allows organizations to manage credit cards in situations where the customer has indicated that they want to keep a card on file. If you try to delete any card that is currently used for a subscription, you will be alerted and asked to confirm. Currently, this feature is only avail able for Stripe and for organizations that are using the built-in payments solution, NOT third-party e-commerce or other payment processors. Plans are in the works to extend this functionality to other types of payments and other types of processors like PayPal, Authorize.net, etc.

Today, we want to give a special shout out to the unsung heroes on the dev team who work tirelessly to keep every aspect of the system running at peak performance. Most recently, it's Communities that got a little re-tuning, specifically in the speed for chat suggestion. (You know that little modal that suggests people as you start typing in the name of someone you'd like to message?) There are all sorts of behind-the-scenes things like this... tiny little things that are practically unnoticeable when they are running well, but they only stay unnoticeable because there are real people behind the scenes monitoring and innovating.

It happens to everyone at some point. You've composed the perfect post for the Community and after you push the submit button, you realize you added it to the wrong Channel. Now it's super easy for ANY member to move a post to a different channel. (Note that members can only move one of their own posts. Admins can move anyone's post.) How to Move a Post to Another Channel: Click the three-dot menu (⋯) in the top-right corner of the post. From the dropdown menu, select the "Move to Channel" option. Choose the channel where you'd like the post to appear instead. That's it! The post will be successfully moved to the selected channel.

Organizations often ask about if financial transactions performed in JourneyCARE can by synced over to Quickbooks and the answer is YES! But what if you want to go the OTHER way and have invoices that are created in Quickbooks automatically imported into JourneyCARE? Now, you can do that, too! It's as easy as setting a toggle on your Quickbooks integration. Next, the dev team is working on allowing you to import existing invoices by CSV which is a frequent request by organizations that are migrating over from other AMS platforms. So keep an eye out for that enhancement in future updates!

Do you offer certifications that expire? Now there's an easy way to set up expiration reminders without needing to build out an entire workflow. Locate the certificate template wherein you want to add expiry option. Click 3 dots > Set Expiry and choose a relevant date to modify your preferences. For a selected date, you can choose whether you want 2 reminder emails to go out or 1 and toggle them on/off. Add all relevant days for each reminder email. All emails will be sent out after the number of days that are added. The same can be done for all certificates under Issued certificate tab for individual level customization

Several new functionalities to the Companies feature, enhancing its usability and flexibility. These updates are designed to give you greater control over managing company records, improve data accessibility, and streamline your workflows. This feature is currently in Subaccounts > Labs > "Company Enhanced UI + Custom Fields" What's New? 1. Create, Edit, and Update Custom Fields: Tailor your company records by adding custom fields to track data points specific to your business needs. 2. Manage Fields and Customize List View: Decide which fields to display in the List View for a more focused view. 3. Advanced Filters: Apply filters on standard and custom fields to narrow down records. 4. Sorting Options: Sort company records by any field, such as Name, City, or custom criteria. 5. Enhanced Search Functionality: Search across both standard fields (e.g., Name, Phone, Email) and custom fields.

It's a simple change, but meaningful if you do media-rich posts with JourneyCARE's Social Planner. Now, you can select multiple media files - images and videos - to be pulled into the post simultaneously rather than needing to add them one-by-one. This new upgrade also allows you to easily reorder the images after they've been added to the post by simply dragging and dropping each image or video into the order you prefer.