News & Updates

News & Updates

Innovating every single day to help you attract, engage, and serve your members

April 2, 2025
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.
April 1, 2025
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).
March 31, 2025
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?
March 28, 2025
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,.
By Joy Duling March 27, 2025
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.
By Joy Duling March 26, 2025
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.
March 25, 2025
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".
March 25, 2025
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.
By Joy Duling March 24, 2025
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!
March 21, 2025
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.
March 20, 2025
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.
March 19, 2025
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.
March 18, 2025
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!
March 17, 2025
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.
March 14, 2025
Recently, we introduced the ability to resend emails to people who had not opened an original mailing. Now, this feature has been enhanced by allowing you to pre-configure resends directly from the send/schedule screen. Resend campaigns will now appear as "Waiting" in your campaign list. This additional feature allows you to schedule this action in advance on important messages, instead of needing to return later to do it manually.
March 13, 2025
Are you issuing Certificates for your education programs or membership? Now you can download your issued certificates as a CSV for quick review of records. If you need data only for a specific date period, you can specify that before exporting. If the number of certificates is fewer than 500, the CSV file will be immediately available. If the export includes more than 500 certificates, you'll receive an email with a link to download the CSV once the export is complete. CSV download links will remain active for 24 hours.
March 12, 2025
We are excited to introduce the Announcement Channel feature in communities! This feature allows community admins to create a "read-only" channel for sharing critical updates, ensuring important information is communicated effectively without being lost in general discussions. Simply toggle "on" the Read Only Channel designation to use this feature in your community.
March 11, 2025
Magic links are a great way to get people into their membership accounts quickly and easily, but they can be a risk if the link ends up in the wrong hands. Now magic links are time-limited. Key Enhancements 15 min time limit for magic link expiration 90 days limit for database deletion Rate limit for user generated magic link is 5-6 User can request magic link for themselves till 90 days since they last logged in Secret token is encrypted so login information is secured It is backward compatible so old magic link will work as it is till user request new ones Why it Matters: The overall goal is to avoid security incidents related to the misuse of permanent magic links. Minimizing the window of time that an unauthorized user can use a link to gain access. Reduces the likelihood of link theft and replay attacks. Increases user trust by demonstrating a commitment to protecting their data. Enhances compliance with modern security standards and best practices.
March 10, 2025
If you use the Certificates feature for your continuing education, you'll be excited to know that you can now easily clone certificates so you never have to start from a blank page again! How to access the new feature: Navigate to Memberships > Certificates. Click on the three-dots (⋮) and select Clone. Edit the Template Name and choose which account you want to duplicate into (typically you'll just have one option, but if you have multiple accounts, this allows you to easily duplicate into all of your accounts).
March 7, 2025
Whenever we can give you *more* flexibility, we aim to do it! Sometimes changes happen after you've already issued an invoice to a member or sponsor.  Now you can quickly update details without voiding and reissuing a different invoice. What’s New? Invoice Details: Change invoice due date, name, terms ¬tes. Product Management: Add or remove products as needed. Amount & Business Updates: Edit invoice amount and update business details. Payment Schedule: Modify payment schedules, including due dates and amounts.
March 6, 2025
This week, we've rolled out some additional permissions for User Management, replacing the existing Team Management settings under Account Settings. This update allows you to indicate that only certain administrators can create, edit and delete other administrators. There is also a new option to allow view only access to the administrator list. Enhanced error messaging ensures users clearly understand why they cannot perform certain actions, reducing confusion.
By Liz Fedak March 5, 2025
The Bulk Action page - a hidden gem - just got a facelift including improved statistics visibility, a refined status display with color-coded indicators, advanced filtering options, and robust error handling. What's New? Redesigned Layout: A cleaner, more intuitive interface that improves readability and navigation. Improved Statistics: Instant access to key metrics including total processed actions, success counts, and error details. Refined Status Indicators: Color-coded status display (✅ Green for Completed, 🔴 Red for Cancelled, 🔵 Blue for In Progress) with real-time updates. Backward Compatibility: Full support for bulk actions executed using the legacy architecture. Advanced Filtering: New filters for action type, status, users, and date range. Filtered views can be shared via URL for quick access. Enhanced Action Management: Confirmation modals and notifications when canceling, reverting, pausing, or resuming actions ensure users make informed choices. Robust Error Handling: Immediate error notifications with details and troubleshooting steps to help resolve issues quickly. Enabling the new view requires going to Labs and toggling on "New Contacts Bulk Action Page".
By JourneyCARE HelpDesk March 4, 2025
The auto-complete address entry has been enhanced with the ability to *require* use of an auto-complete address. Simply enable the mandatory search bar if this feature is of benefit to you. If you make it manadatory, someone must select a valid address from the suggestions before proceeding. If the search bar is not mandatory, someone can manually enter an address without selecting one from the list.
March 3, 2025
If you've been loving the ability to use a timer in your JourneyCARE emails, this update is for you! Now, you can set the timer to end after a specific duration from when the email is opened or sent. Example Use Cases: 2-hour discount from opening an event promotion 24-hour birthday discount after opening the birthday email Our team can't wait to hear how you use this new tool! IMPORTANT: The timer only works for a contact ONCE, so always use a NEW timer when creating an email that contains this feature. Don't duplicate/clone timers across multiple emails.
February 28, 2025
We've had WooCommerce integration for a while now, allowing you to import and sync orders, contacts, and transactions. This latest update expands the functionality, adding the ability to seamlessly sync all WooCommerce products and collections as well. How to Use: Woocommerce integration can be found at: Settings > Integration > Woocommerce. Connect the WooCommerce Store: Click on "connect" button to begin the setup. A modal will appear where you'll enter a valid WooCommerce store URL (e.g., https://yourstore.com without a trailing slash) as the first step. Select Data to Import: In the second step, you'll be directed to the Import Elements screen, where you'll be able to choose which data to import. Options are Contacts, Orders, Transactions, Products and Collections. Save your Sync settings .
February 27, 2025
Trash functionality is now availble for Media Storage, providing you with a seamless file recovery experience. Deleted files are safely held in Trash for 30 days, giving you a second chance to recover them if you've deleted something prematurely. How to Use It: From media storage, deleted files are moved to trash if you want to remove it from the media storage. Navigate to the trash section within Media Storage by clicking on three dots menu on top right, Review the list of deleted files. Select a file and choose “Restore” to recover it, or “Delete Permanently” to free up space. Once Trash is emptied, please note that recovery of these files is not possible.
February 26, 2025
By popular request, we've just introduced the "Other" option in forms and surveys, allowing your respondents to provide a custom answer that doesn't fit the pre-set options. This feature works for both checkboxes and radio button fields. Custom responses are automatically captured and stored with all submissions. How to Use It: Open Your Form/Survey: Start by editing your form or survey. Add the “Other” Option: Click the button labeled “Add 'Other' option” next to your multiple-choice field. Save Your Form: Confirm your changes and save. Collect Responses: When users fill out the form, they’ll see “Other.” If they pick it, they can simply type their own answer.
February 25, 2025
This powerful new JourneyCARE feature allows you to automate real-time push notifications for member portals, communities, and courses on both mobile and web apps—boosting engagement instantly. How It Works Trigger: Any Trigger (e.g., someone joins a group, completes a course, etc.) Action: Smart Push Notification (customizable message and link) Use push notifications to send updates, reminders, or important alerts. It's a great way to get out of the crowded email inbox and make sure that your members see important updates. 
February 24, 2025
Managing media across various business operations - like conversations, contracts, and social planning - often means navigating disorganized storage, scattered files, and time-consuming searches. We are excited to unveil the all-new Media Library on the admin mobile app! This feature allows on-the-go flexibility for all your media needs. Benefits: Centralized Media Management: Easily upload, store, and access all media types—images, videos, PDFs, and more—in one unified location. Enhanced Organization: Categorize and manage media seamlessly, reducing the need to switch between apps or external storage. Cross-Module Integration: The Media Library will connect with key features like Social Planner and Conversations, enabling streamlined media usage across the platform. Time-Saving Efficiency: Quick search and filter options enable users to find files instantly, boosting productivity during daily tasks. Seamless Upload Experience: Directly upload media from the gallery, files app, or camera without any interruptions, simplifying the process. To access the new feature on the mobile app, be sure you are using LeadConnector v3.92.1 and above. Click on the "hamburger menu" on the top left of the screen and select Media Library. Choose to upload files directly from your gallery, camera, or phone files.
February 21, 2025
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.
Show More
Share by: