In this sprint, we worked on 22 impactful stories/projects. Below are the highlights!

In addition to these new features and updates, as the new member signup work comes to a close, we will be presenting the changes in our September 4 roundtable (see below to register!). 

Everyone interested in seeing the changes to the new member signup process should join us for this exciting reveal! These changes affect how new members will join your association on the frontend of your website. We'll also discuss preparation steps that you can take prior to the release of the new features.

New Features

  • Separate checkout page URLs for event registrations and product orders to allow analytics checkout conversion tracking and reporting using third-parties
  • Hide events from the main event calendar, but keep the event link valid to send out to certain people
  • View the price paid and discounts applied on a per-ticket level in columns on the event attendee list

Product Updates

  • Novi Guest purchaser information is now in a more readily available and usable format so admins can easily see who purchased an event registration or product
  • Dates on events no longer include spelling such as th, rd, etc.

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Upcoming Novi AMS Roundtables

Join the Novi team and your association peers for our weekly roundtables where we host discussions on various topics relating to using Novi.

Below you will find September's upcoming roundtables. To sign up, click the link below for a topic that you're interested in!

Important!

  • Sept 4: New Member Signup - The big reveal of updates to new member signup! Everyone interested in seeing the changes to the new member signup process should join us for this exciting roundtable! These changes affect how new members will join your association and we'll also discuss preparation steps that you can take prior to the release of the new features. If you can't make it on Sept 4, be sure to watch the recording of the roundtable (the recording will be available here by Sept 6).

Other September Roundtables:

  • Sept 11: Dues Rules & Renewals - Join us for a roundtable general discussion and refresher on dues rules and renewals. This is the perfect chance to show off your crafty automation!
  • Sept 18: Accessibility Best Practices - Join us for a roundtable discussion on accessibility best practices. Bring your toughest questions, and feel free to show off the ways you're improving your website's accessibility.
  • Sept 25: Feathr - Digital marketing offers a wealth of data that your association can benefit from – no matter how big or small your team is. With the right tools in place, your marketing campaigns become more precise, and powerful analytics let you see what’s working and what’s not. Learn more with Novi and Feathr!

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New Features

Making event and product checkout conversion analytics using third-parties possible

This new feature focuses on giving you the ability to track checkout conversion rates and see results from your marketing campaigns by creating checkout success pages that can be tracked separately from the general registration page/checkout cart page. 

Previously, all steps of checkout for events and products used the same URL, making it difficult to track when the actual checkout was completed successfully. Now, the success page has it's own URL that includes unique ID numbers to help your analytics tracking using third-parties.

>> Learn more about Novi AMS Checkout Conversion Analytics

Ability to hide an event from the frontend of your website

When creating an event in Novi you now have the option to hide the event from the frontend of your website. This means the event will not show on the events calendar or the list view, but you can still share the URL of the event with those who you'd like to see it. 

The "Hide on frontend calendar" option can be found on the Settings tab of each event.

You can invite members to register for a hidden event by sending them a direct link to the event's details page - they will still be able to register on the frontend, but can only access the event if they have the direct link. To get the link, click "View on Frontend" and copy the URL from your browser.

>> Learn more about how to set up an event in Novi.

New columns available on event attendee lists

When viewing an event's attendee list on the backend, you will now see two new columns available for display - Price Paid (per ticket) and Discount (if a promo code was applied). This information has been available in custom reporting, but now shows on the attendee list as well. You can add or remove these columns to the list view by clicking the gear icon.

>> Learn more about event attendee lists.

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Product Updates

Update to how event dates are displayed

In order to be grammatically correct, dates on your website will no longer display “th, nd, rd” or “st” after the number. For example, January 1st, 2020 will now display as January 1, 2020.

Novi Guest purchaser name is now in a more readily available and usable format so admins can easily see who purchased an event registration

Sometimes, you may need to approach a problem a couple of times to get to the best solution. We've worked on different edits to the attendee list, registration, and other pieces of events over time, but in recent discussions on how that information is presented, we really wanted to streamline and reconsider how guest information shows for admins.

Having the Novi Guest record is a necessity, but has generated a few questions. A person registering as a guest for an event is not logged in, but all transactions do need to be attached to a record in the system. Also, the person registering is not always the person who is attending the event, so presenting the guest information to you in a clear way is important.

We've made an update that will help simplify and streamline this for admins. Instead of simply seeing "Novi Guest" in the Purchaser column on an event attendee list, you'll now have more information, seeing "Novi Guest: First Name Last Name"

This allows you to see that the registration was purchased by a guest (not logged in), but also gives you insight into who the purchaser was.

On the attendee list, you'll see guest information in the Purchaser column:

Note that the styling of the purchaser name has also been updated to match the attendee names. If the purchaser checked out as a guest, their name will appear in black, un-linked text. However, if your purchaser was not a guest and logged in, their name will appear in blue text that is linked to their record.

Within the Edit attendee modal, you'll see guest information next to the transaction information:

Please note: This change only affects admin's visibility of the purchaser name. The underlying functionality of where transaction is tracked remains the same. You can see all guest purchases on the "Novi Guest" record in your system, since the guest registration is not connected to any actual member record.

On the horizon, look out for upcoming information in the not too distant future on an update that will allow admins to change the unstructured Novi Guest purchaser to a structured Novi Guest (so that purchases can be linked to member profiles).

>> Learn more about Novi Guest

Novi Guest purchaser name is now in a more readily available and usable format so admins can easily see who purchased a product

Very similar to the update on events, we are also giving you more visibility into your Novi Guest purchases on Ecommerce products. 

In your Orders list section, you will also see Novi Guest: First Name Last Name for guest purchased orders:

When you view an order, you now have the purchaser's name, email and phone number listed under the order information:

Previously this section simply said Novi Guest for guest orders.

>> Learn more about Novi Guest

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