This page details the new functionality, changes, and fixes included in the August 24th Neon CRM product updates.
- Next Generation Events (available August 26th)
- Email Communications
- Texting
- Workflows
- Membership
- Reports
- Organization Tokens
- Mobile Navigation
New:
Next Generation Events (available August 26th)
-
Improved Check-In Process: Your organization can now grant access to non-system users via URLs and QR codes in order to allow volunteers to check in event attendees.
- Simplified scanning page allows easy use by volunteers with minimal experience.
Email Communications
- Email Campaign Organization: Tag, group, and archive emails on the Email Campaigns list page for easier management.
- We've made some improvements related to managing images & colors when building emails:
- New "2 Images" content block layout is now available
- Set an image as a content block's backdrop
- Apply different colors for each content block within an email
- Easier editing of images within text content blocks
- Padding: You can now control padding between columns for 2-column layouts.
- We've updated the behavior of the {{Constituent First Name}} token so that the contact's First Name will be displayed in the event that the email address is associated with a non-account company contact.
Texting
- The "Reply STOP to unsubscribe" message is now optional for Campaign Texts.
- Updates to SMS/MMS Consent via forms or manual system user edits are now prevented if a constituent has replied STOP to opt out. This opt out method requires that the constituent text "START" to re-subscribe.
Workflows
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New One-Click Workflow: Email Audience Welcome Series
- Welcome accounts who have been added to an email audience via this introductory email series leveraging the Global Settings > Organization Tokens page.
- Saved Activities can now be selected within the "Create Activity" workflow action.
- Tokens for Access Link and Access Code are now automatically added to the email content for the "Email Report" workflow action.
Membership
- We've updated the look and feel of the Membership Discounts page and creation process.
- When creating or editing a membership discount, you can now choose to apply the discount to submembers.
- A Last Updated timestamp is now displayed next to the membership setting "Membership Directories: Opt Out Members by Default".
Reports
- We've updated the look and feel of the Daily Reports page under the Reports menu.
Organization Tokens
- The Organization Tokens managed under Global Settings > Organization Brand are now available in all email & letter types, with the exception of Next Generation Event system emails.
Mobile Navigation
- The Quick Add Account and Activity screens have been optimized for mobile devices.
Fixed:
- Fixed an issue where “Donation Created” Workflows were not triggered by donations with failed payments after Account Match.
- Fixed an issue where system email CCs may still be sent after removing the CC'd email address.
- Fixed an issue where the “Returning Members” number was calculated incorrectly in the Effectiveness Over Time Executive Report.
- Various behind-the-scenes bug fixes and performance enhancements.
- Various wording fixes and revisions.