News & Updates
Innovating every single day to help you attract, engage, and serve your members
Invoices: Addition of 3 default reminders
March 25, 2025
Creating invoice reminders just 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.
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!
