📣 Novi Happenings 📣
Novi Summit 2026 is Almost Sold Out!
Last call for Novi Summit registrations! Our annual conference is nearly sold out, so grab your ticket today!
Details at a Glance:
The conference hotel is sold out. Contact Novi Support if you'd like to be added to the waitlist or for nearby alternatives.
Pre-Conference Workshops will start the afternoon of Feb. 23, and the opening reception will be later that evening.
NEW! In addition to Novi Newbies and Novi 2.0, we're offering a third pre-conference workshop on "Automation and Productivity." Think Zapier, AI, & tips and tricks for working smarter.
Novi Pay has a new payments partner! Now powered by Fiserv, Novi Pay offers a streamlined, Novi-supported way to accept payments with a focus on reliability, efficiency, and cost savings. Ready to get started? Learn more here and meet the Fiserv team at Novi Summit!
🎓 New Year, New Training Opportunities
We’ve refreshed and expanded our group training lineup for 2026 to better support Novi users across experience levels – whether you're brand new to Novi or a seasoned pro. Here’s what’s new:
Events Training, Now in Two Tracks
Events – The Basics
A 101-level session for new Novi users or anyone needing a refresher
Events – Advanced
Deep dives into real-world scenarios, including sponsors & exhibitors, cancellations and transfers, webinars and event series, and integrating with external tools
Paired Complimentary Features
Groups & Custom Reports
A combined session focused on conditional logic and helping you confidently decide when to use a group vs. a custom report.
Committees & Directories
Learn how these features work together on the frontend – including new ways to feature members, customize profiles, and use directories as a non-dues revenue opportunity.
Novi’s Built-In Reports
A guided overview of Novi’s evolving built-in reporting tools, with practical use cases for membership insights, troubleshooting, and forecasting.
Renewals & Drops Training (Quarterly)
A recurring session covering key settings, timelines, and best practices to help you confidently manage renewals, drops, and member communication around this important process.
Insight to Impact: Census, NPS, & Member Health™
Learn how to turn member data into action. We’ll explore how to use Census, NPS, and Member Health™ to gather meaningful insights and make data-informed decisions that support retention and long-term success.
Timing doesn't work? Watch a recording of any training here.
Weekly Office Hours
Did you know that we also host LIVE Office Hours sessions every week? Join us on Wednesdays at 3:00 PM ET / 12:00 PM PT to ask questions from the Novi team, share best practices, and learn alongside other associations.
New Features & Updates
🌟 In the Spotlight 🌟
📊 Clearer Insights into Membership Trends with the Enhanced Membership Change Report
We’ve refreshed the Membership Change Summary Report to help you quickly spot trends, measure performance, and confidently share insights with leadership.
What’s new:
Interactive chart views with cleaner, more intuitive visuals, allowing you to switch between Summary, Net Change, and Percentage Rate perspectives and analyze trends over time with confidence
Expanded metrics now include renewals, as well as adds, drops, and ending member counts
Detailed list views that show the actual members behind each metric, making it easy to see who is driving the numbers
New filter to exclude unpaid dues, giving you a more accurate view of active, paying membership
These updates make it easier to evaluate membership health over time and tell a clearer story based on data.
→ Learn more: Membership Change Summary Report
🗓️ Track Long-Term Engagement with Original Join Date
We’ve expanded the Original Join Date field to all records that currently have – or previously had – membership benefits, so you can have a clearer picture of historical engagement across all benefit levels.
This is especially useful for tracking how long inheriting individuals have been connected to your association. The Original Join Date reflects the first time a record ever held membership. This could be different from a parent company's Original Join Date based on when an inheriting individual was first connected to a member company.
→ Learn More: Membership Information Fields – Original Join Date
🌐 Website Links Now Display Across Directory Profiles
Website links that previously appeared only in select areas are now more visible across profiles:
In main directory list views
On individual people-based directory profiles
This makes member websites easier to find and keeps directories more useful as a networking and promotion tool – especially for professional societies where individuals rely on visible website links to showcase their work or organization.
→ Learn More About Directories: A Guide to the Member Directory
🧾 Improved Access to Invoices Billed to a Parent Company
Members can now see and pay all invoices they personally created, even when those invoices were billed to their parent company who they may not have management access to.
For example: If John Smith registers for an event and bills the invoice to his parent company, ABC Company, he can now see and pay that invoice in Member Compass - even without management access - instead of wondering where it went.
Note: This does not change access to invoices created by other users.
→ Learn More: Navigating the Member Compass – Pay Balance
Other New & Noteworthy Updates ✏️
📝 Copy Blog Articles for Quick Content
No more copying and pasting source code! You can now copy an existing blog article to repurpose that content with ease. Just click the dropdown arrow to the right of any article from the backend and select "Copy".
→ Learn More: Copy a Blog Article
⚡ Faster Admin Performance for Loading Member Records
We’ve improved load speeds across member records in the admin. Organizations with large datasets should notice smoother navigation and faster access – helping your team work more efficiently throughout the day.
🔔 Stay on Top of Census Responses with New Notifications
No more missed census responses! You’ll now see a notification indicator when census responses need attention – similar to notifications for recent signups or tasks.
From there, you can jump straight to the Census dashboard and review where responses have been submitted from the Needs Review column.
→ Learn More: Reviewing & Managing Census Responses
✉️ Clearer Census Emails with Company Name Merge Tag
You can now add the merge tag [[Name]] to a Census email subject line and body:
For company-based member types, this displays the company name
For individual member types, it displays the person’s full name
This is especially helpful for recipients who manage multiple companies and need to quickly see which company requires updates.
→ Learn More: Creating a Census
✉️ Investigate Failed Emails Faster with a New “Resolved” Filter
We've added a new Resolved filter to your Transactional Emails Log, making it easier to focus only on emails that still need attention. Resolved items are excluded by default, helping you cut through the noise, but you can adjust the filter at any time if you need to review them again.
Pro tip: Click the Not Successful box at the top to quickly filter to all emails with a Failed or Bounced status, and keep Exclude Resolved Items = Yes to stay focused on what still needs action.
→ Learn More: Transactional Email Log
🔍 Improved Directory Search with Partial Name Matching
Directory search is now more forgiving and powerful thanks to split-token search, matching the logic used in the admin when searching for records.
What this means:
Members can be found using partial first or last names
Multi-part last names are easier to discover
Searches like “Anna Lopez” will now return results even if the record displays as Anna S. Lopez
This ensures members are easier to find across records included in your directories.
Curious how Novi decides what features to make a reality?
Check out our article:
Making an Impact: Prioritizing Your Novi AMS Feature Requests