Your Association Settings are where you manage your organization's contact information, some brand elements, enable or disable select features, and set the defaults for your members' experience and interaction with your website.
To access Association Settings:
On the backend of your site, click the gear icon (top right).
In the drop-down menu, under Settings, click Association Settings
A new window will pop up with a navigation menu of settings for your organization.
Learn more about each of the tabs below...
Select to enable and update the information for an Emergency Alert banner, and/or a One Time Alert pop-up message on your website.
Novi Tip: If you copy/paste your verbiage into either alert, be sure to paste as text!
Update your organization's logo, name or abbreviation, time zone, and contact information (including Address, Phone, and Fax).
Update or add recipients for Daily Digest emails.
Choose whether to designate transactional emails by department
Add or update the social media links listed in the footer and on the Contact Us page on your website.
Update the name, tagline, and default featured image of your Blog pages.
The URL prefix may also be updated, but a note of caution as changes could result in broken site navigation, as well as bookmarked or saved links. If your organization is needing to update the URL, consider using 301 redirects to avoid navigation errors. *Note: Similarly, updates to the URL prefix for Membership, Events, or Ecommerce should be done with caution.
Change the default featured image for your website membership pages, if your site template uses featured images. This image will display throughout the member directory pages.
Customize your Member List Stage by adding a custom field to be summed and displayed among member type summary information. Only numerical fields, like unit count, number of employees, etc., will be available here.
Select which Custom Field you want to use as your Member List Filter, which will allow you to search by the values of that custom field when in Member List View or in event Attendee Lists.
Note: Novi only allows one custom field as search criteria to maintain the performance of the Member List and Attendee Lists and keep your search results clean.
Includes settings for the Member Directory and Member Compass (see below).
Enable or disable users with management access to be able to edit their company's staff.
Allow staff members with management access to move staff to another parent.
Allow users to adjust their privacy settings
Enable the ability for renewal from the member compass, with or without the ability to update member type.
Set the Member Compass Dashboard Default Content
(This content will show for non-members, prospects, expired members, and any member types that don’t have Member Compass Dashboard Override text.)
Member-to-Member Contact Form
This option allows site users to contact members and officers via a form that appears from their profiles (such as in a directory), rather than showing their direct email address. Please read the Member-to-Member Contact Form article for more information.
Check to enable the member-to-member contact form (emails will be hidden in the member directory). Uncheck to disable.
After enabling the member-to-member contact form, the ability to edit the subject line, header, and footer regions of the form will appear. Learn more.
Utilize the Contact Form Limit setting to limit the number of messages a user can send to other members via the contact form. The system will check a few different identification points for users to enforce this limitation.
Update the title and default featured image of your Events pages.
The URL prefix can be updated in this section. Note: Changes here will update the URL for your organization's Events page and could result in navigation errors for site visitors.
Manage the 'Add to Calendar' button settings. Choose who the button should appear for on the Event details page and registration confirmations.
Enable the feature to display event attendees (publicly or to members only).
Add an Invoice Convenience Fee for event ticket purchases.
Add a unique message that will be displayed only on event invoices.
Choose to display (or not display) your Event Policy (aka cancellation policy). You also have the option to make it required at checkout so attendees can confirm they've read the policy.
To review or update the verbiage on your organization's event policy page, go to: www.yourassociationdomain.com/event-policy
Allow users to register other staff for events. This on by default, but can be checked off if desired for your organization.
Default Registration Path - This lets you determine whether your new events are ticket or attendee-based by default.
Customize attendee/student details on continuing education credits & reports
Determine if you want to display an attendee/student's...
Choose a student address to display on education reports
Select student custom fields that should appear on education reports
Customize instructor details on continuing education credits & reports
Determine if you want to display an instructor's....
Add (or remove) instructor signatures from education reports
Choose an instructor address to display on education reports
Select instructor custom fields that should appear on education reports
Update the title, tagline, and default featured image of your product pages.
The URL prefix may be updated from here. Note: Changes here will update the URL for your organization's Ecommerce store and could result in navigation errors for site visitors.
Include or change the email address to receive new order notifications from your website. Note that only one email address can be entered in this field.
Add or update Fulfillment & Shipping Info for products.
Add an Invoice Convenience Fee for product purchases.
Add a unique message to be displayed on all product invoices.
Update the Logo Target Link for clicks on your organization logo. The default is your organization's homepage. *Note: This will update throughout your website. A click on your logo from any page it is displayed on will follow this target link.
Change your Favicon image. This must be a .ico file. If you need to convert a .png to a favicon, try using a site like https://favicomatic.com/. The recommended size is 32x32.
Change your Apple Touch Icon image. Recommended size is 180x180 with square dimensions and transparent background, and a .png file type.
Upload new featured images for your Contact Us page, Home Page Sponsors section, and Default Top Featured image for static website pages.
Manage setting to require Classes for entities linked to QuickBooks.
Manage Invoicing Privileges for transactions made by website visitors (including member sign-ups, product purchases, and event ticket purchases).
Set an alert for notifying association staff via the Daily Digest if an invoice has not been sent or printed in X number of days.
Enable or update settings to prohibit invoicing for those with overdue balances.
Determine the Default Billable Party for Events & Ecommerce (User or Parent).
Choose which action the system should execute when an optional dues rule is removed from an open invoice.
Set a default exemption reason for tax-exempt members.
Manage your organization's Quickbooks Online connection.
Manage your MailChimp or Constant Contact email integration.
Add or manage your organization's Mobilize integration.
View and manage your Google Analytics Tracking ID.
Add third-party platform code into the "head tags" or "body script" of your website.
Advanced: Manage or add CSS styles. *Note: We mark this feature as advanced for users who understand CSS and how it will affect the site styles.