Skip to content

v1.32.04

This release introduces powerful new automation and member management features, including the new Journeys tool, which allows users to set up automated emails and action items based on member activity. It also adds Groups as a flexible way to organize members around shared donation commitments without requiring a formal committee. Additional enhancements improve the checkout interface, email tools, and notebook views, along with several key bug fixes.

New Features

  • Journeys

    • Added the "Journeys" main menu item in the Processes menu. Users can create journeys to automatically send emails and create action items in response to member actions such as event registrations, membership renewals, and more.
    • Each journey can consist of one or more "Moments" that can transpire after a scheduled delay. In this way, a single journey might involve multiple points of contact with a member over a time period.
    • In addition to using the provided default events to initiate journeys, users can create their own custom kickoff events that are specific to a single entity such as an event, membership type, or committee – allowing for targeted journeys for specific scenarios.
    • Each journey kickoff is logged with counts and full details available on the "Kickoffs" tab of the Journey notebook, including the ability to view emails and action items that were generated. Emails generated by journeys are also viewable on the individual notebook "Emails" history tab.
    • For more details on Journey configuration and use cases, see the Journeys User Guide.
    • Before enabling the Journeys feature, check with your support analyst to confirm your configuration and review your existing auto emails. Billable configuration and upgrades may be required.
    • The following configurations are required to enable Journeys:
      • JOURNEYS_AVAILABLE=Y and USE_SERVICEBLASTEMAIL_V2NEW=Y CV Online settings
      • KEEPEMAILHISTORY=Y CV system setting
      • Updated versions of CV Transaction Manager (v3.1.0.0+) and the CV Web Objects (v7.0.0.4+)

  • Groups

    • The "Groups" menu item can be added to the main navigation by customizing the main menu.
    • A group allows you to create a flexible collection of members without requiring positions or a designated chairperson.
    • While similar to a committee, a group differs in that it can be used to organize members who have pledged to donate a specific amount of money over a defined period of time. The Group notebook shows the progress of a pledge goal for the group, as well as the progress of the pledges for individual members.
    • The following configurations are required:
      • Set the GROUP_TYPECDS CV Online setting to a comma separated list of the committee statuses that should be considered groups. For example: Society,Giving.
    • For more information on Groups, please see the Groups guide.

Updates

  • Campaign Notebook

    • Added "Accounting CD" and "Edit Accounting CD" to the baseline layout.

  • Checkout UI

    • When using the "Add Cart Items" option for an invoice, the checkout UI has been updated to make it clearer how the new items will impact the invoice balance and so that users will only be prompted to enter a payment when necessary.

  • Email Blast UI

    • Changes to templates built using the email editor can no longer be saved via the email blast UI.
    • When saving a template, the template name now must be unique.

  • Email Editor

    • Added new icons to the social tool for Bluesky and Website Link.
    • When saving a template, the template name now must be unique.

  • Individual List

    • Added "Copy Address" and "Copy Alt Address" as available activity buttons.

  • Individual Notebook

    • Updated the change log so that the target record from a merge will show change log records for any source records that have been merged into it.
    • Added a new "Groups" tab to display a list of groups that the individual belongs to.
    • "Copy Addr to Clipboard" and "Copy Alt Addr to Clipboard" will now be available even when the notebook is read-only.

  • Memberships List & Subscriptions List

    • When adding a membership or subscription to the cart that has linked auto dues records, a new checkbox labeled "Include auto dues/sub/don" will be available. If selected, the associated auto dues subscriptions will be added to the cart along with the parent subscription. The DUES_AUTOLIST_CHECKED CVO setting (default: N) controls whether this checkbox is checked by default. If proration and/or EZPay are enabled for the parent subscription, additional checkboxes will be available to optionally apply those to the auto dues subscriptions as well.
    • Note: This only applies to memberships and subscriptions, not donations.
    • For more information see the Membership guide.

  • Organization List

    • Added "Copy Address" and "Copy Alt Address" as available activity buttons.

  • Organization Notebook

    • Updated the change log so that the target record from a merge will show change log records for any source records that have been merged into it.
    • Added a new "Groups" tab to display a list of groups that organization members belong to.
    • "Copy Addr to Clipboard" and "Copy Alt Addr to Clipboard" will now be available even when the notebook is read-only.

Bug Fixes

  • Fixed bug where event administrators could not update records in the Web Profiles tab of the Event notebook.
  • Fixed bug where failed web login attempts were not being shown in the individual's Web Login History tab.
  • Fixed bug where the cart item owner mismatch check was not applied when the cart owner was an organization.
  • Fixed bug where the "Cancel" button was not working in the org notebook Dues/Sub/Don tab.

Updated Documentation

  • Email Editor Guide: Special Links section