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!

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.

We’re excited to introduce the all-new design customizer for Courses, putting more flexibility into your hands. What's New Instantly see changes before publishing. Show or hide sections with a click. Customize fonts and colors to match your brand. Add content with new building blocks. Reorder layout blocks effortlessly. Coming Soon More speed enhancements Auto-linking for cross-sell blocks. Internationalization support. Enhanced UI for editing controls. Auto-play for videos.

Often, when organizations initially migrate to JourneyCARE, they worry about the financial history that would be left behind in their old platform. Now, you don't have to do that! If you have invoice data in a spreadsheet or CSV from another tool, you can bring that information into JourneyCARE in just a few clicks. When importing, you will simply map the CSV columns to the JourneyCARE invoice fields (e.g. issue date, due date) and match any existing tax settings. After the import completes, you'll receive an email summary that shows which invoices were successfully imported and which failed (along with reasons for any failures).

JourneyCARE's unlimited media library is a HUGE asset for organizations and we continue to make enhancements to increase the value and intuitive nature of this feature. One of the latest upgrades is a new "Preview Media" option and a clear "Insert Media" button. Previously, we found that many people didn't realize that inserting a media item required a double-click. This update eliminates that problem. You can still double-click to quickly insert any media item, but for people who don't realize that this double-click method exists, a button will appear when they single click. Sometimes it's the small things that make a big difference, isn't it?

While Stripe continues to be our most popular payment provider and has the most robust integration, our team is working diligently to bring other major payment providers up to a similar level. Here are a few new features that you'll have access to if your organization uses Authorize.net or NMI. Listing Saved Cards: view saved cards in both live and test modes for improved visibility and management. Charge Cards without Default Provider: charge cards even when the custom payment provider is not set as the default provider. Record Payments for Invoices: record payments against invoices, regardless of whether the custom provider is the default. Add Cards with Single Provider: add new cards when only the custom payment provider is connected to the platform. Manual Subscription Creation: create manual subscriptions using the custom payment provider directly from the Contacts and Subscription pages. Update Payment Methods for Subscriptions: update payment methods for subscriptions using custom payment providers. Payment Widget Module Enhancements: add, list, and charge cards via the Payment Widgets module. Card Management (Deletion): capability to delete saved cards under the Manage Cards section for better card management. Provider Listing on Integrations Page: handle displaying a list of custom payment providers on the Integrations Page correctly even when multiple similar custom provider based apps are connected, with the option to mark one of the custom provider as default,.

Our dev team continues to work toward the goal of making management of your ad campaigns directly inside of JourneyCARE as powerful as using Meta's own Ad Manager. The latest update allows you to optimize your campaigns for high-value actions, such as purchases, lead generation, and customer inquiries. This feature is designed to help businesses reach people who are most likely to convert, increasing return on ad spend (ROAS). We now fully support conversions from both website and messaging apps such as Facebook, Instagram, and Whatsapp.

If you're using the JourneyCARE Ad Manager, you can now edit images seamlessly while creating or editing your ad campaigns. The image editor reduces the need to switch between JourneyCARE and external design tools, streamlining the process of creating visually compelling ads. The editor supports both PNG and JPEG formats. Real-time preview lets you see the final result before saving. How It Works: Accessing the Image Editor: From the Ad Manager home page, select the campaign you want to edit or create a new Meta campaign. After uploading the image for your ad, click the "Edit" button on the image thumbnail. This will open the Image Editor dialog, where you can make all the necessary adjustments to your image. Lots of editing options are available within just a few clicks: Crop: Adjust the crop of the image to fit the desired aspect ratio for platforms like Facebook, Instagram, Custom, commonly used and more. Filters: Users can apply various filters like Duotone, B&W, Vintage, and more to their ad images. Adjustments: Control over brightness, contrast, saturation and other settings for fine-tuning the image to match the desired ad aesthetics. Text & Fonts: Add custom text to the image with options to change font family, size, colour and alignment. Stickers & Emojis: Easily insert stickers, emojis, or custom shapes with adjustable opacity and colour. Brush Tool: Paint directly on the image using the brush tool with customisable brush size and colour.

As Spring begins springing here in the Midwest, we find ourselves in that awkward "in-between" stage... are we really moving forward to brighter days and the warmth of sunshine on our skin, or will winter give us another icy blast tomorrow? Sadly, the same could be said about the state of our US politics, our economy, and our projections for the year ahead. There sure is a lot that feels uncertain right now. Still, if there's one thing that I do know for sure, it's that members need their associations during this time. They need community. They need advocacy. They need out-of-the-box thinking from organizations that are looking out for their interests. And similarly, associations and nonprofits need their people. They need board members who can lead. They need members who are committed to the good of the community. These are constants, no matter what today or tomorrow or the next day might bring. With that in mind, today I'm sharing "6 Ways that Technology Can Help You Build Connection in Uncertain Times".

Creating invoice reminders jus t got easier with the addition of default reminders that can be used instead of creating workflows for this purpose. Simply go to Invoices -> Settings. You'll be able to view the default reminders. Disable any that you do not wish to send and note that you can swap out templates if you prefer to send something more customized to your organization's brand.

We’ve made form creation more intuitive with Inline Editing, allowing you to edit text elements directly within the builder preview! No need to open a settings panel - just click, type, and edit instantly. How It Works Click on Any Text Element – Select field labels, placeholder text, button text, or dropdown options. Type & Update Instantly – Modify the text directly—no need to open a settings panel. See Real-Time Changes – Your updates appear immediately for instant adjustments. Save & Publish with Confidence – Once you're happy with the changes, save and publish your form!

If you've ever added a phone number field to a form in JourneyCARE, you've probably noticed that the system a utomatically adds a "Terms & Conditions" checkbox with suggested language that you can edit. Now, you'll notice that there are actually 2 separate checkboxes added. This is because the A2P 10DLC approval requirements for texting have changed and organizations must now have separate opt-ins for transactional messages and promotional messages. Consent choices are recorded in the "Terms & Conditions" column in the submission results.

Invoice descriptions can now contain text formatting , so you can use bullets and text enhancements to draw attention to important details. It's a small subtle change, but makes a difference when your organization wants to highlight things like feature/benefit lists within the description box.

A new option just rolled out that allows you to re lease new content in your Courses on a specific date. Previously, the drip timing could only be based on a certain number of days after sign-up (e.g. Lesson 1 is released on Day 1, Lesson 2 is released 3 days later, etc.) but now you can say that you want a lesson released exactly on March 25. This is a great enhancement for organizations that are offering Live classes with cohorts moving through material together, as you can release everyone's new material on the same day instead of being based on when each person signed up.

When sending emails in JourneyCARE, you'll now notice new warnings appear if you've made an error in a "pre-fill" value that you've used in the message. For example, if you're trying to automatically pre-fill someone's name as "Dear first name" and you leave off a required bracket or something like that, the system will attempt to alert you to the problem. Simply fix the error and continue on to send your email!

If your organization is using Stripe, you've likely noticed that Stripe continues to roll out all sorts of different payment methods that can be used at check-out, including common methods like Apple Pay and Google Pay, as well as a bunch of options that may not be relevant to your audience. You can now remove those payment options directly inside of JourneyCARE instead of having to log into your Stripe account to do it. Simply go to Payments in JourneyCARE, click on Integrations and then Stripe. You'll then see Manage Payment Options. Toggle any that you do not wish to use to the "off" position.