If you’re using JourneyCARE’s built-in contracts feature, you can now collect and securely store card details as part of the document. Simply place the new “Card Details” field where you wish for the information to be captured. Once added, the card is securely saved and can be used later for issuing payments on invoices, subscriptions, or follow-up charges. This currently works with Stripe, Authorize.net, NMI, and Square. It will NOT work for PayPal or custom payment providers.

Occasionally, the team would get questions about whether “chat” could simply appear embedded on a web page instead of requiring a floating chat bubble in the corner. That wasn’t possible before, but it is now! This means you can now place chat alongside key moments such as calls-to-action, forms, or pricing sections, creating a more natural, integrated experience for your visitors. The embedded chat adapts to your layout and works seamlessly across desktop and mobile, so it feels like part of your site rather than an overlay. We made this change because we recognize that placement matters for engagement. By positioning chat exactly where your members or other website visitors are making decisions, you can increase conversations, reduce friction, and create a more intentional path to conversion.

When merging contacts, users were sometimes surprised that documents like contracts didn’t carry over to the primary contact. With this latest update to the Merge capability, that will no longer happen. Now, when two contacts are merged, any documents associated with the contacts will transfer over to the primary record. This means that everything stays intact without needing to track down files or re-upload anything after the merge.

The Gift Card feature that rolled out right before the holidays has graduated out of Labs and is now available in all accounts. This allows you to create, sell, send, and redeem gift cards directly within JourneyCARE with no third-party e-commerce systems required. Cards can be used for invoices, forms, and store orders. You can use gift cards in a traditional way - for gifts - or issue them directly to people for special promotions, refunds, or member appreciation. You can customize denominations, branding, delivery timing, and even track balances and usage. I think you’re going to love how this opens up new opportunities for revenue and engagement. Whether you’re offering gift memberships, event credits, or promotional incentives, gift cards make it easy to deliver value while keeping everything centralized and easy to manage.

As you’re likely aware, we’ve had AI CARE Assistants available for a while, with interaction possible via Website chat or a Voice phone call. Now, we’ve added the ability for the AI Assistant to respond to emails. When an email comes in, Conversation AI can read the message, understand the context (including past conversations and contact details), and send a thoughtful response automatically—all while preserving proper email formatting like subject lines and threading. You can even control how those responses look, from simple plain text to fully designed templates. Email is still one of the primary ways members and prospects reach out. This update helps you respond faster, stay consistent across channels, and reduce the manual back-and-forth without sacrificing a personalized experience.

Keeping your forms visually consistent just got a whole lot easier. You can now access your Brand Board colors directly within the Builder’s color picker - no more copying and pasting hex codes. When styling elements like buttons, inputs, or labels, you’ll see your saved brand colors right alongside default and custom options. You can also add or manage colors on the fly by jumping into Brand Settings without leaving your workflow. This update speeds up design work, reduces inconsistencies, and makes it much easier for multiple team members to create polished, cohesive experiences across your site and forms.

Personally, I am not a TikTok’er, but a lot of organizations out there are using it for audience building. If your organization is one of them, staying on top of comments just got easier! You can now view and reply to TikTok comments directly inside Social Planner, alongside your other social channels. The TikTok comments flow into the same Comment Management inbox, so your team can respond quickly, stay organized, and keep conversations consistent across platforms. You can even reply within threaded conversations (one level deep), making it easier to manage ongoing engagement. This means that there’s no more jumping between platforms to keep up with comments. This update helps you respond faster, maintain a consistent voice, and manage all your social engagement in one place, especially helpful as TikTok continues to grow as a member engagement channel.

Did you know that JourneyCARE lets you easily track sales opportunities, such as potential Conference Sponsors or Corporate Partnerships? You’ll find it under “Opportunities” in the left navigation. If you don’t see it, you may need to toggle the feature on in your User permissions in the Settings. It’s worth checking out! The latest update to this feature is aimed at making it even more intuitive and visual. You can create new pipelines differently from a dropdown menu, and you can apply colors to the stages, making it even easier to see what’s happening at a glance.

Forms, surveys, and quizzes now connect directly to the Media Center, giving you a single, consistent place to find, upload, and reuse your images. Simply browse existing assets or add new ones right from wherever you’re working. This updated experience is available in places like image upload fields, rich text editors, quiz results, and even QR codes. Why this matters: It saves time, reduces duplicate uploads, and makes it much easier to keep your visuals consistent across your organization. If you work in forms a lot and find yourself uploading the same logo or graphic repeatedly for different forms, this update is going to feel like a breath of fresh air!

Staying in the area of workflows, math-based automations just got a big upgrade. You can now reuse calculation results directly in later steps of your workflows, without needing to store them in a custom field first. This makes it much easier to build workflows that adapt in real time, whether you’re tracking engagement, calculating totals, or guiding members down different paths based on their activity. You’ll be able to create more dynamic and personalized automations with less setup behind the scenes and fewer workarounds to make everything connect.

You can now pull files directly from Media Storage when building workflows, making it much easier to reuse the same assets across multiple automations. Instead of re-uploading files or pasting links over and over, you can simply select what you’ve already saved. Whether it’s a PDF, image, or other media, everything stays consistent and easy to manage. This change reduces repetitive work when you’re trying to stay consistent across your communications, especially when sharing resources, event materials, or member content through automated messages

Our development team has also refreshed the custom fields screen to make it simpler, more intuitive, and easier to work with day to day. While nothing about how fields function has changed, the updated interface makes it much faster to find what you need, stay organized, and manage your data with confidence. You’ll notice a cleaner layout, easier switching between different areas like contacts and opportunities, helpful visual indicators for key fields, and even a live preview so you can see how things will appear before saving. This new look can be especially helpful when your data is complex. It should now be even easier to keep your database clean, consistent, and aligned with how you actually use it, without the usual friction behind the scenes.

We’ve rolled out several updates in the Mobile App to make handling payments “on-the-go” smoother and more efficient. You can now save and manage cards directly on a contact, access a dedicated Payments view inside contacts and opportunities, and even add attachments to invoices right from your phone. When you’re trying to handle things effectively when you’re away from your computer, this means less back-and-forth and more done in the moment, whether you’re managing event payments, following up on invoices, or working with sponsors and members. Everything stays connected, organized, and easier to act on, no matter where you are.

If your organization uses JourneyCARE’s custom object feature, this announcement is for you. Now, you have the added ability to link companies to your custom objects, giving you a much clearer picture of how everything connects. For associations, this can mean better visibility into organizational memberships and multi-contact accounts. It becomes easier to track engagement, understand the full story behind a member organization, and segment more effectively. This update is definitely a strong step in the direction of a more connected, relationship-driven view of your data.

We’ve made a small but important change to help you get paid more reliably. Auto-payment is now turned on by default for recurring invoices and payment schedules. For you, this means fewer missed payments, less manual follow-up, and a smoother experience for both you and your members. You still have full control to switch off the auto-payment, but the default now works in your favor.

In forms and surveys, you’ll now notice new layout and styling options that make it even easier to create a look that is clean, polished, and on-brand. With more flexibility in how images are placed, styled, and displayed, you can better highlight what matters and create a more engaging experience for your members. It’s a subtle upgrade, but one that can make your forms feel more intentional, more visual, and more aligned with the overall experience you’re creating.

For those of you who use Coupon Codes, you’ll love this latest release that gives you more control over how coupons are applied, making it easier to run promotions that actually fit your strategy. Instead of discounting an entire product, you can now target specific pricing options or variations within it. For associations, this opens the door to more thoughtful offers, like promoting a specific event tier, incentivizing upgrades, or running limited-time discounts without impacting everything else. It’s a smarter, more precise way to use promotions without the usual workarounds.

One of the unique features in JourneyCARE is the ability to actually automate experiences with the forms and surveys that you create. Now, we’re giving you the ability to access a contact’s form submission directly in the Conversations panel. This makes the information that they’ve submitted available to you directly alongside messages and past interactions. No more jumping between tabs to piece things together. This means your team can instantly understand what someone submitted before responding, making follow-ups faster, more personal, and more effective. It’s a simple change that helps you stay organized and respond with confidence.

Did you know that JourneyCARE has a built-in QR maker? You’ll find it under “Standard Site Options”. This feature allows you to instantly create QR codes that you can use in your presentations or marketing materials. Now, we’ve added more advanced design options that allow you to create QR codes that actually feel like part of your brand. With updated shapes, styling, and the ability to add simple call-to-action text, your QR codes can now look more polished and give members a clearer sense of what they’ll get when they scan.

ANY email - from your inbox or from a previous marketing platform - can now become a fully editable template in Email AI in minutes. No manual rebuilding.  Just forward the email to a special email address and the system will create an editable version of that template in your email campaigns.

SmartList filtering ha been updated with new options. You’ll notice the addition of commonly requested operators for date filters - today, tomorrow, yesterday, this week, this quarter, etc. You’ll also notice more consistency with text filters so that you’ll have access to the same set of options across all text string - is, is not, contains, does not contain, in any of, in none of, is empty, etc.

There have been quite a few updates released for the ecommerce feature, so if you’re running a store for your organization, you may want to check these out: Shipping options now sort automatically by price with the most affordable option listed first. This means that if you’re offering Free Shipping, people will see that first and it will be automatically selected. Variant image sync - when customers select a variant, the product image automatically updates to the image assigned to that variant, creating a clearer and more intuitive shopping experience. Additional Product Media Layout Options on your details page - choose from Gallery, Carousel, or Two Column views A new “zoom in” feature allows customers to inspect finer details.

You can now automatically sync existing Facebook posts directly into the JourneyCARE Social Planner. Once enabled, we’ll pull in posts from the last 30 days so that any posts that you’ve done outside of JourneyCARE will appear in our platform, alongside your scheduled and published posts. We’ve also added a daily refresh for post insights, so analytics update every 24 hours and your reporting stays current. This allows you to view and analyze all of your Facebook content in one place.

JourneyCARE now allows administrators to add notes directly to Custom Object records, making it easier to keep important context attached to the exact item it relates to.  For association teams managing complex data and multiple stakeholders, this small improvement makes it much easier to maintain a clear history of decisions and updates tied to the right record.

Need to do a deep dive into your email statistics? You can now export performance data directly from the Email Stats section as a CSV file. The file will contain You can easily generate exports for: All campaigns Email marketing campaigns only Workflows only - at an individual email action level Bulk actions only

If you’ve ever opened an automation and thought to yourself, “hmmm… what was this automation for?”, this update is for you. Previously available in the Advanced Builder, you can now add images, color-code branches, or leave text annotations directly inside your workflows. Sticky notes are only visual references and do not impact the automation logic in any way. This allows you to makes notes about what your automation is doing - what happens before or after - or why certain things happen the way they do. It’s a great tool for refreshing your own memory or communicating important pieces of information for other team members.

JourneyCARE dashboards just got a small but helpful usability improvement. When you apply a date filter on a dashboard widget, the platform will now remember your selected date range as you navigate around the dashboard. For association leaders and administrators who regularly review metrics like membership growth, event registrations, email engagement, or revenue trends, this saves time and reduces frustration. Previously, you might have needed to reset the date range each time you returned to a dashboard. Now the system keeps your selected timeframe in place, allowing you to focus on the insights rather than resetting filters. You’ll notice this improvement directly within dashboard widgets that include date filters. Once you choose a date range, it will persist while you continue working within the dashboard, making it easier to review data consistently across multiple widgets and reports.

For those of you who have wanted more flexibility in your Community structure, you now have the ability to toggle tabs on/off. This means if you’re not using the Leaderboard feature, or you don’t want the Learning tab to show, you can simply disable those. Simply go into the Community Settings to find this new capability.

Have you given the AI feature a try inside Workflows? This feature has dramatically shifted from being a “helpful tool for beginners” to being the fastest way to create new workflows, even for experienced power users.  For example, you can simply type: “When a form is submitted, I want to send an email to the form submitter and an SMS as well, plus an internal notification to my team.” In about 15 seconds, the structured workflow appears. Need changes? Simply chat with the AI and describe what needs to be different. This feature is getting faster and more accurate with each round of updates.