Abridged Version

  • Saved Credit Cards are here! Anyone with a user account can now save credit cards via the member compass, meaning faster checkouts & more transparent subscription renewals.

  • Secure Files: Lock down files to certain users, and pull a list of who has downloaded the file.

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Saved Payment Methods (Credit Cards) via the Member Compass

Watch this short video to see an overview of our latest exciting update on saved credit cards.

Recap:

  • "Payment Methods" is now a section in the Member Compass that allows users to save & manage their credit cards

  • During checkout for events, products, membership, etc. users can select from their saved cards or add a new saved card

  • Subscription renewals are now based on the default card on the user's account

Resources:

>> Saved Payment Methods (Credit Cards) for Users
>> Subscription Renewals

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Secure Files - Restrict Access & Track Downloads

Lock down visibility of files to specific users and keep track of which users are viewing each file.

Does your association have files that:

  • should only be accessible to logged-in users?

  • should only accessible to a specific Group(s)?

  • need to be restricted/private and each download needs to be tracked (who and when)?

  • is accessible to the general public AND you want to track downloads?**

If so, you should definitely check out the new Secure Files section in Novi!


Please Note:

  • This new feature does not replace Novi Files, which will continue to be the file manager for your public files.

  • **If users choose not to login, they will show as anonymous but will count towards the number of times that file was downloaded.

>> Learn more about Secure Files

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Upcoming Novi AMS Roundtables

Novi Roundtables are monthly opportunities for Novi customers to virtually gather and discuss a specific topic relating to association work.

This is a discussion amongst attendees, not a webinar! A Novi team member will be in attendance to moderate each discussion. To sign up, click the link below for a topic that you're interested in!

July 2020

  • 7/1/20: Awards Programs Management - Join us to share your practices and hear how other Novi clients plan and manage their awards programs.

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