Quick Jumps:
In Case You Missed It:
🎓 Upcoming Group Trainings
Novi provides free online group training sessions every month, covering a range of Novi-specific topics. If you can’t attend a live session, don’t worry - we've got you covered with recordings to review at your convenience!
Introducing... Novi Census!
Introducing Census: our innovative tool designed to streamline data collection and give your members an easy way to provide up-to-date profile information.
With Census, effortlessly prompt members to review and update their profile fields for people or companies, or company staff rosters, eliminating the need for manual follow-ups and outdated spreadsheets.
Census not only saves admin time but also enhances data accuracy, providing a more efficient way to manage member data.
Here are a few ways some associations plan to use Census:
“We require members to confirm their annual program revenue every year prior to renewal.”
“We need members to confirm specific custom fields that tie to dues prior to dues invoices being generated.”
“We need to validate member data before printing our magazine and directories.”
“We need users to review/confirm their job title since it’s a critical piece of data for our industry.”
New Custom Field Type: File Upload!
Easily collect and manage files from members with new File Upload Custom Field Types. Members and admins can now upload files directly within profiles, event registrations, and e-commerce orders, with their files are organized within a new Files tab. Perfect for collecting resumes, proposals, sponsor logos, and so much more!
Updated Event Reminder Settings
Never let attendees miss an event! Our automated pre-event reminders and virtual event alerts ensure your attendees stay informed and engaged.
Schedule an event email reminder leading up to the event with a specific day and date, and for virtual events, trigger a "Your Virtual Event is Starting" email and pop-up alert right before it begins. With these seamless notifications, your attendees will always be in the right place at the right time!
Improved List View Export: Member Name Fields
We've added key name fields to a few additional exports— including Display Name, Prefix, First, Middle, Last, and Suffix. While these were already available in various lists previously, they've also been added to exports for the Task Center, NPS section, Blog Articles list (author name), and Item Sales (Detail Tab).
New Group Condition: "Do Not Send Marketing Emails"
You can now use "Do not send marketing emails" as a group condition, ensuring better control over your contacts, specifically for those with third-party integrations with tools like HubSpot or Informz to help maintain accurate opt-out lists.
Additionally, when sending NPS survey emails, we’ll now automatically exclude records marked as "Do not send marketing emails," while still displaying in-app surveys.
Note: If someone unsubscribes directly in Constant Contact or Mailchimp, those unsubscribes will still always be respected in email sent from Constant Contact or Mailchimp, even if they are syncing in from Novi.
In Case You Missed It: Member Auto-Pay Management and Updated Event Ticket Settings
Before the holidays we shared a few exciting updates related to:
Learn more with the links above or watch our short recap below!