New features on Novi AMS are released regularly - be sure to review all that's new!

Quick Jumps:

With the convenience of credit card payments comes processing fees for merchants.

Admins can now determine if they'd like to ask website users to additionally donate a percentage of the total amount due to help cover credit card fees.

This is optional for admins to decide if they want to utilize this functionality and if so, how to display it to users (opt-in or opt-out).

Novi recently hosted a roundtable discussing credit card fees and introduced the donation functionality. Check out the link below to view the video!
​

Systemic upgrades implemented by the Novi team to the MailChimp and Constant Contact integrations have allowed for faster processing and syncing times overall! These upgrades additionally allowed us to release several new exciting features.
​

The newly launched Email Sync Report offers a variety of useful email data, including: an overview of email addresses, which records' email addresses are synced, multiple records sharing an email, if an email is synced to MailChimp and/or Constant Contact, related Committees, Groups, or Events, and actions that can be taken.
​

​

The MailChimp and Constant Contact sync upgrades allowed Novi to prioritize which records' emails should be sent when duplicate emails exist within synced Novi groups.

Both platforms do not allow the same email address to be used on multiple records, so Novi established a cadence for which record to sync that prioritizes people's records over company records.
​

Another great enhancement to the Novi sync with MailChimp and Constant Contact is the ability to sync Company Name of Job Titles of persons in Novi Groups who are synced to the email marketing platforms.
​

A record's QuickBooks Online ID is available in the API, allowing customers to utilize and view this data as needed for integrations.
​

​

Internal notes logged in events can be accessed via the API.
​

Save time when batch actioning Committee members for term updates or event registration, as batch action now offers the ability to "Select all" in the Committee.

Custom fields can be added to product purchases, and admins can select if custom fields should be displayed on the invoice! If displayed, custom field information will show on the line item, and multiple custom fields can be shown.

Existing subscriptions can now be priced higher, so at renewal, the price is increased without members needing to re-subscribe at a higher price point.
​

Similar to dues, subscriptions can now be auto-renewed x amount of days before the subscription renewal date - on a date determined by the association (x days before renewal). Admins can also set a cadence to notify subscribers that they will auto-renew of x days before auto-renewals.

In addition, associations can turn on a Subscription Renewal Email that includes pricing, subscription dates, and payment information.

Quickly locate orders based on their transaction number directly in the Orders screen! Orders can also be searched by order number, purchaser name, or event name.

The promo code page defaults show only active promo codes, and admins can use the Filter button to filter to find inactive promo codes or show any status. Admins can also filter to see promo codes available during specific periods.
​

Attendees of Novi's 2024 Summit conference voted on features they'd like to see made a reality - and although this feature didn't win the top spot...we still made it a reality!

Admins can now enable tabbed layouts within events and use default or configured tabs to easily share event details with members!

Internal-only event notes can be stylized and formatted using the Content Editor to create robust notes for review!

Event reminder emails now include all relevant event info, including: ticket confirmation details, event details, QR codes when applicable, and a link to the association's event policy to give attendees the needed information for the upcoming event.

Users who are the Primary Contact, Billing Contact, or have management access can opt to see the event registrations of those they manage in the My Events section of their Member Compass by clicking the checkbox for Show Related Registrations.

When tasks are assigned to admins, an email will be sent to the assignee notifying them of the task and the due date of the task. Reminder emails will be sent 1 day before the task is due, when a task is 1 week overdue, and every Monday up to 28 days overdue.

In Association Settings under the Static Content tab, admins can customize verbiage that displays to website users visiting a page they don't have access to. Note that this is a universal application for all Restricted Content pages.

Admins can take action on pending records directly with options to Approve, Move to Prospect, and Deactivate. These actions can also be taken from the Recent Signups screen.

If the person who opted into auto-pay on behalf of a company is removed from the company's family tree, auto-pay will be turned off for that company's membership. The company will still auto-renew at the appropriate time if applicable, but auto-pay will be off.

Management access users will be notified that auto-pay has been disabled but can be re-opted in at the next renewal time.
​